EDEN HALL FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- EDEN HALL FOUNDATION (EIN 25-1384468)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-14
- IRS object ID
- 201803189349101020
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-14T10:53:09-00:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RD HOAG & ASSOCIATES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 NORTH BELL AVE SUITE 100 | AddressLine1Txt |
| City | CARNEGIE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 251384468 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Eden Hall Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EDEN | BusinessNameControlTxt |
| Phone | 4126426697 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 Grant Street Room 5050 | AddressLine1Txt |
| City | Pittsburgh | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | George Greer | PersonNm |
| Person Title | Chairman | PersonTitleTxt |
| Signature | 2018-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CRAIG BREERWOOD CPA | PreparerPersonNm |
| Phone | 4122781600 | PhoneNum |
| Preparation | 2018-11-14 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 75.145.40.41 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-13 | IPDt |
| IP Tm | 17:38:45 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B45D20DEC76AE822A530057A5C6F8E18F5E767E6 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B45D20DEC76AE822A530057A5C6F8E18F5E767E6 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $236,080,867 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Interest On Sav Rev And Expnss | $10,058 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $10,058 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $6,671,503 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,671,503 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$7,179,034 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,822,848 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,114 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | -$493,359 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,681,561 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $422,712 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $167,970 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $254,742 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $222,450 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $96,228 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $126,222 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $113,195 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $49,080 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $64,115 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $18,423 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $18,423 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $160,488 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $15,444 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $20,222 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $117,711 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $22,366 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $95,345 | OccupancyDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $12,326 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $2,476 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $9,850 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $266,775 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $87,680 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $179,096 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,334,080 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $441,244 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $768,015 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $9,688,540 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $9,688,540 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $11,022,620 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $441,244 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $10,456,555 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$11,515,979 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,240,317 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,170,346 | CashBOYAmt |
| Cash EOY | $1,540,835 | CashEOYAmt |
| Cash EOYFMV | $1,540,835 | CashEOYFMVAmt |
| Corporate Stock BOY | $104,948,171 | CorporateStockBOYAmt |
| Corporate Stock EOY | $98,942,117 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $223,790,438 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $10,389,645 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $10,389,645 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $10,506,615 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $255,201 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $70,267 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $210,454 | LandBOYAmt |
| Land EOY | $184,934 | LandEOYAmt |
| Land EOYFMV | $184,934 | LandEOYFMVAmt |
| Other Assets BOY | $37,045 | OtherAssetsBOYAmt |
| Other Assets EOY | $58,045 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $58,045 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $116,755,661 | TotalAssetsBOYAmt |
| Total Assets EOY | $111,115,576 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $236,080,867 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,485 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $178 | AccountsPayableEOYAmt |
| Grants Payable BOY | $4,780,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $7,545,500 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $40,824 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $36,252 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $4,822,309 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,581,930 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $111,933,352 | UnrestrictedBOYAmt |
| Unrestricted EOY | $103,533,646 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $111,933,352 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $103,533,646 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $116,755,661 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $111,115,576 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $111,933,352 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$11,515,979 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,881,773 | OtherIncreasesAmt |
| Subtotal | $106,299,146 | SubtotalAmt |
| Other Decreases | $2,765,500 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $103,533,646 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SCHLUMBERGER, LTD | P | 2015-01-01 | 2017-12-31 | $3,250,967 | $2,014,461 | $1,236,506 | $1,236,506 |
| SEADRILL LTD | P | 2015-01-01 | 2017-12-31 | $34,271 | $3,517,994 | -$3,483,723 | -$3,483,723 |
| TEVA PHARMACEUTICAL IND | P | 2015-01-01 | 2017-12-31 | $963,871 | $2,771,519 | -$1,807,648 | -$1,807,648 |
| TRANSOCEAN LIMITED NAMEN | P | 2015-01-01 | 2017-12-31 | $573,739 | $3,697,908 | -$3,124,169 | -$3,124,169 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$7,179,034 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $10,348,843 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $199,716,716 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 000.051818 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $10,187,521 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $193,252,985 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 000.052716 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $10,924,713 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $155,114,235 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 000.070430 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $10,151,093 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $192,144,672 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 000.052830 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $7,908,307 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $176,280,708 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 000.044862 | DistributionYr5Rt |
| Total Distribution | 000.272656 | TotalDistributionRt |
| Average Distribution | 000.054531 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $216,846,411 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $11,824,852 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $62,403 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $11,887,255 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $10,456,555 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $124,806 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $124,806 | SubtotalAmt |
| Tax Based On Investment Income | $124,806 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $118,565 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $6,241 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $124,806 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $124,806 | OriginalReturnTaxPaidAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.edenhallfdn.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDEN HALL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4126426697 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 GRANT STREET SUITE 5050 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|
| GEORGE C GREER | |||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | CHAIRMAN AND PRESIDENT | 002.00 | $30,000 | |
| JOHN M MAZUR | |||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | V.P. TREASURER | 030.00 | $30,000 | |
| CHARLES J STOUT | |||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | VICE PRESIDENT | 002.00 | $30,000 | |
| MARGARET P JOY | |||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | V.P. SECRETARY | 002.00 | $30,000 | |
| LAURA S FISHER | |||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | VICE PRESIDENT | 002.00 | $30,000 | |
| SYLVIA V FIELDS | |||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | EXECUTIVE DIRECTOR | 040.00 | $272,712 | $6,061 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALICIA M CHATKIN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 GRANT STREET STE 5050 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PROG. ANALYST | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 040.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $89,033 | CompensationAmt |
| Expense Account | $1,728 | ExpenseAccountAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $218,223,412 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,682,250 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $242,979 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $220,148,641 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $220,148,641 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,302,230 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $216,846,411 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $10,842,321 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $10,842,321 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $124,806 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $124,806 | TotalTaxAmt |
| Distributable Before Adj | $10,717,515 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $10,717,515 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $10,717,515 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $10,456,555 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $10,456,555 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $10,456,555 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $10,717,515 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $7,908,307 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,448,346 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $10,988,368 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $10,187,521 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $10,348,843 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $40,881,385 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $10,456,555 | QualifyingDistributionsAmt |
| Applied To Current Year | $10,456,555 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $260,960 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $260,960 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $40,620,425 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $7,647,347 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $32,973,078 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,448,346 | ExcessFromYear4Amt |
| Excess From Year3 | $10,988,368 | ExcessFromYear3Amt |
| Excess From Year2 | $10,187,521 | ExcessFromYear2Amt |
| Excess From Year1 | $10,348,843 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | GEORGE C GREER EDEN HALL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | FOUNDATION 600 GRANT ST STE 5050 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4126426697 | RecipientPhoneNum |
| Form And Info And Materials | Submissions are accepted in writing either by mail or online submission | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | Rolling | SubmissionDeadlinesTxt |
| Restrictions On Awards | None - Board determines awards | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | See Attached | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Various | AddressLine1Txt |
| City | Various | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Or Contribution Purpose | Various | GrantOrContributionPurposeTxt |
| Amt | $9,688,540 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $9,688,540 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | See Attached | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Various | AddressLine1Txt |
| City | Various | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Or Contribution Purpose | Various | GrantOrContributionPurposeTxt |
| Amt | $5,315,500 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $5,315,500 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,058 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,671,503 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$7,179,034 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous Income | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,114 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$493,359 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$493,359 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $18,423 | Amt |
| Disbursements Charitable Prps | $18,423 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Corporate bonds | BondNm |
| EOY Book Value | $10,389,645 | EOYBookValueAmt |
| EOYFMV | $10,506,615 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Corporate stock | StockNm |
| EOY Book Value | $98,942,117 | EOYBookValueAmt |
| EOYFMV | $223,790,438 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Leasehold Improvements | CategoryOrItemTxt |
| Cost Or Other Basis | $255,201 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $70,267 | AccumulatedDepreciationAmt |
| Book Value | $184,934 | BookValueAmt |
| EOYFMV | $184,934 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Artwork | Desc |
| BOY Book Value | $37,045 | BOYBookValueAmt |
| EOY Book Value | $58,045 | EOYBookValueAmt |
| EOYFMV | $58,045 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Net change in grants awarded | Desc |
| Amt | $2,765,500 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (24 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Office supplies | $6,109 | $1,162 | $4,947 |
| Computer | $39,884 | $7,976 | $31,909 |
| Telephone | $5,391 | $1,078 | $4,313 |
| Plant care | $1,038 | $1,038 | |
| Website Design | $28,050 | $5,609 | $22,441 |
| Grantmaker dues | $24,022 | $24,022 | |
| Postage | $1,622 | $703 | $919 |
| Vehicle expenses | $23,919 | $23,919 | |
| Payroll processing fees | $4,381 | $1,899 | $2,482 |
| Copier | $1,831 | $366 | $1,465 |
| Bank trust fees | $58,702 | $58,702 | |
| Shredding and Storage | $1,128 | $226 | $902 |
| Insurance | $6,127 | $3,064 | $3,063 |
| Performance measure | $2,000 | $2,000 | |
| Miscellaneous | $383 | $383 | |
| Travel | $3,568 | $3,568 | |
| Entertainment | $2,925 | $2,925 | |
| Program registration | $4,751 | $4,751 | |
| Meals | $7,604 | $7,604 | |
| Security | $240 | $46 | $194 |
| Eden Hall Farm | $3,631 | $3,631 | |
| Repairs/Maintenance | $1,390 | $1,390 | |
| Amortization | $25,520 | $4,849 | $20,671 |
| Membership | $12,559 | $12,559 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous Income | Desc |
| Revenue And Expenses Per Books | $4,114 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Gain on grants distributed in stock | Desc |
| Amt | $5,881,773 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| Payroll related liabilities | $33,680 | $30,011 |
| Excise tax payable | $7,144 | $6,241 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Payroll taxes | $35,666 | $15,444 | $20,222 |
| Excise tax | $124,822 |
Comments