ROBERT I GLIMCHER FAMILY FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
ROBERT I GLIMCHER FAMILY FOUNDATION (EIN 20-7366908)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-05-11
IRS object ID
201811319349100736
Schema version
2017v2.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-05-11T09:58:19-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN251408703PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SCHNEIDER DOWNS & CO INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE PPG PLACE SUITE 1700AddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15222ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN207366908EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ROBERT I GLIMCHER FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlROBEBusinessNameControlTxt
Phone4123922021PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11 MELLON CTR 500 GRANT ST NO 2000AddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15219ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT I GLIMCHERPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone4123922021PhoneNum
Signature2018-04-04SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSARAH R PIOTPreparerPersonNm
PTINP01358891PTIN
Phone4122613644PhoneNum
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,301,586FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$101,378DividendsRevAndExpnssAmt
Dividends Net Invst Incm$101,378DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$320,357NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$681,852GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$320,357CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$5,118OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$2,173OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$426,853TotalRevAndExpnssAmt
Total Net Invst Incm$423,908TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,048AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,524AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,524AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$5,163TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$40OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$40OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$8,251TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,564TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,524TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$274,669ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$274,669ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$282,920TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,564TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$276,193TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$143,933ExcessRevenueOverExpensesAmt
Net Investment Income$422,344NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$228,141CashBOYAmt
Cash EOY$78,626CashEOYAmt
Cash EOYFMV$78,626CashEOYFMVAmt
Corporate Stock BOY$682,572CorporateStockBOYAmt
Corporate Stock EOY$1,127,249CorporateStockEOYAmt
Corporate Stock EOYFMV$1,795,354CorporateStockEOYFMVAmt
Other Assets BOY$496,045OtherAssetsBOYAmt
Other Assets EOY$302,475OtherAssetsEOYAmt
Other Assets EOYFMV$427,606OtherAssetsEOYFMVAmt
Total Assets BOY$1,406,758TotalAssetsBOYAmt
Total Assets EOY$1,508,350TotalAssetsEOYAmt
Total Assets EOYFMV$2,301,586TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$1,406,758UnrestrictedBOYAmt
Unrestricted EOY$1,508,350UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$1,406,758TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,508,350TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,406,758TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,508,350TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,406,758TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$143,933ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,550,691SubtotalAmt
Other Decreases$42,341OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,508,350TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLIC TRADED SECURITIES - ST2017-01-132017-06-28$169,991$190,564-$20,573-$20,573
PUBLIC TRADED SECURITIES - LT2001-08-302017-01-04$311,861$14,225$297,636$297,636
SEVEN BRIDGES MULTI-STRATEGY FUND2012-01-012017-01-10$200,000$156,706$43,294$43,294
FieldValueIRS element (for citing)
Capital Gain Net Income$320,357CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$100,893AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,034,635NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.049588DistributionYr1Rt
Adjusted Qlfy Distri Yr2$214,176AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,975,943NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.108392DistributionYr2Rt
Adjusted Qlfy Distri Yr3$70,914AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,000,124NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.070905DistributionYr3Rt
Adjusted Qlfy Distri Yr4$138,192AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,739,262NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.079454DistributionYr4Rt
Adjusted Qlfy Distri Yr5$160,068AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,076,268NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.148725DistributionYr5Rt
Total Distribution0.457064TotalDistributionRt
Average Distribution0.091413AverageDistributionRt
Net Vl Noncharitable Assets$2,470,055NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$225,795AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$4,223NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$230,018AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$276,193QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$4,223InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$4,223SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$4,223TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,880EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$3,880TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$343TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StatePAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksROBERT I GLIMCHERIndividualWithBooksNm
Phone4123922021PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1500 GRANT STREET SUITE 2000AddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15219ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonROBERT I GLIMCHERPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1500 GRANT ST SUITE 2000AddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15219ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos2.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,896,454AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$183,610AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$427,606FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,507,670TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,507,670AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$37,615CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,470,055NetVlNoncharitableAssetsAmt
Minimum Investment Return$123,503MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$123,503MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,223TaxBasedOnInvestmentIncomeAmt
Income Tax$292IncomeTaxAmt
Total Tax$4,515TotalTaxAmt
Distributable Before Adj$118,988DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$118,988DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$118,988DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$276,193ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$276,193QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$4,223PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$271,970AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$118,988DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$90,924ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$53,503ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$22,156ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$120,485ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$3,004ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$290,072TotalExcessDistributionCyovAmt
Qualifying Distributions$276,193QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$118,988AppliedToCurrentYearAmt
Remaining Distri From Corpus$157,205RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$447,277TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$90,924ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$356,353ExcessDistriCyovToNextYrAmt
Excess From Year4$53,503ExcessFromYear4Amt
Excess From Year3$22,156ExcessFromYear3Amt
Excess From Year2$120,485ExcessFromYear2Amt
Excess From Year1$3,004ExcessFromYear1Amt
Excess From Current Year$157,205ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerROBERT I GLIMCHERContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonROBERT I GLIMCHERRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1500 GRANT STREETAddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15219ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4123922021RecipientPhoneNum
Form And Info And MaterialsLETTER OF INQUIRYFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (43 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
5P SOCIETY
P O BOX 268LAKEWOODCA90714N/APCULTRA RUN CONF OF CHAMPIONS - DEREK STEVENS$1,000
AISH PHILADELPHIA
50 E MONTGOMERY AVEBALA CYNWYDPA19004N/APCANNUAL GALA / HONOR OF THE WACHS FAMILY$613
ALL STARS PROJECT
33 WASHINGTON STREET STE 100NEWARKNJ07102N/APCGUS MILANO HONOREE/2017 DINNER$1,000
ANTI - DEFAMATION LEAGUE
120 SOUTH LASALLE STREET SUITE 1150CHICAGOIL60603N/APCIN HONOR OF GREG CARLIN$2,500
BETHLEHEM HAVEN
905 WATSON STREETPITTSBURGHPA15219N/APC2017 DONATION$5,000
BIG BROTHERS BIG SISTERS OF GREATER PGH
5989 CENTRE AVENUE SUITE 1PITTSBURGHPA15206N/APCIN HONOR OF BRETT MORASKI$250
BOSTON UNIVERSITY-HILLEL
881 COMMONWEALTH AVEBOSTONMA02215N/APCBU HILLEL - IN HONOR OF STEPHEN R KARP$1,800
CHILDREN'S HOSPITAL OF PITTSBURGH FOUNDATION
4401 PENN AVENUEPITTSBURGHPA15224N/APC125TH ANNIVERSARY CELEBRATION$5,000
COLUMBUS SCHOOL FOR GIRLS
65 S DREXEL AVECOLUMBUSOH43209N/APCIN HONOR OF MICHAEL & DENISE GLIMCHER$5,000
COMMUNITY DAY SCHOOL
6424 FORWARD AVEPITTSBURGHPA15217N/APC2018 ANNUAL CAMPAIGN & WINTER GALA$613
CONGREGATION BETH SHALOM
5915 BEACON STREETPITTSBURGHPA15217N/APC2017 ANNUAL CONTRIBUTION$2,039
CONGREGATION BETH SHALOM
5915 BEACON STREETPITTSBURGHPA15217N/APCALIYAH4 ON YOM KIPPUR$613
CONGREGATION POALE ZEDECK
6318 PHILLIPS AVENUEPITTSBURGHPA15217N/APCMEMBERSHIP DUES$1,110
DOG AND KITTY CITY HUMANE SOC OF DALLAS
2719 MANOR WAYDALLASTX75235N/APCBRANDON YARCKIN DOG & KITTY FUND$200
FRIENDSHIP CIRCLE
1922 MURRAY AVEPITTSBURGHPA15217N/APCCAPITAL CAMPAIGN$11,000
HILLEL ACADEMY OF PITTSBURGH
5871 DARLINGTON ROADPITTSBURGHPA15217N/APCSHERUT L'EUMI$1,000
HOWARD HANNA CHILDREN'S HOSPITAL FREE CARE FUND
C/O HANNA RILEY 100 HIGHPOINT DRSEVEN FIELDSPA16046N/APC2017 DONATION$500
HUNTINGTON'S DISEASE SOCIETY OF AMERICA HDSA-GR LAKES REGION
PO BOX 72RICHLANDMI49083N/APCIN HONOR OF LAUREN WILES$1,000
JEWISH COMMUNITY CENTER OF GREATER PITTSBURGH
5738 FORBES AVENUEPITTSBURGHPA15217N/APCBIG NIGHT$5,000
JEWISH FEDERATION OF GREATER PITTSBURGH
234 MCKEE PLACEPITTSBURGHPA15213N/APC2014 ANNUAL CAMPAIGN$20,000
JEWISH FEDERATION OF GREATER PITTSBURGH
234 MCKEE PLACEPITTSBURGHPA15213N/APCJEWISH WOMEN'S FOUNDATION$1,250
JEWISH FEDERATION OF GREATER PITTSBURGH
234 MCKEE PLACEPITTSBURGHPA15213N/APCCLASSROOMS WITHOUT BORDERS 2016 BALANCE$7,000
JEWISH FEDERATION OF GREATER PITTSBURGH
234 MCKEE PLACEPITTSBURGHPA15213N/APCCLASSROOMS WITHOUT BORDERS 2017$40,000
JEWISH FEDERATION OF GREATER PITTSBURGH
234 MCKEE PLACEPITTSBURGHPA15213N/APCJEWISH WOMEN'S LEAGUE - NEW MIKVAH$2,000
JEWISH NATIONAL FUND
78 RANDALL AVEROCKVILLE CENTRENY11570N/APC2014 CONFLICT CAMPAIGN$2,500
JEWISH NATIONAL FUND
78 RANDALL AVEROCKVILLE CENTRENY11570N/APCNONA GLIMCHER WELCOME CENTER$100,000
NATIONAL MS SOCIETY
1501 REEDSDALE STREETPITTSBURGHPA15233N/APCMS 150 BIKE RIDE RIG$11,000
NYRR TEAM FOR KIDS
156 WEST 56TH STREET 3RD FLOORNEW YORKNY10019N/APCGENERAL SUPPORT$500
OHIO STATE - OSUCCC - JAMES
PO BOX 183112COLUMBUSOH43218N/APCHERBER J. BLOCK MEMORIAL TOURNAMENT$250
PELOTONIA
L-3454COLUMBUSOH432603454N/APCGENERAL SUPPORT$1,500
PERELMAN JEWISH DAY SCHOOLS
49 HAVERFORD ROADWYNNEWOODPA19096N/APCIN HONOR OF JUDY & DAVID WACHS$613
PITTSBURGH CULTURAL TRUST
803 LIBERTY AVENUEPITTSBURGHPA15222N/APC2017 PLEDGE$5,000
PITTSBURGH PARKS CONSERVANCY
45 S 23RD STREET SUITE 101PITTSBURGHPA15203N/APCPATRONS PARTY 2017$12,118
PITTSBURGH SYMPHONY ORCHESTRA AT HEINZ HALL
600 PENN AVEPITTSBURGHPA15222N/APCIN HONOR OF ANTHONY AND JAN TOMASELLO$2,500
SEED MINISTRIES
P O BOX 3327RICEVILLETN37370N/APCIN HONOR OF RON & DARLA LUTZ$1,000
SQUIRREL HILL URBAN COALITION
5604 SOLWAY ST STE 201PITTSBURGHPA15217N/APC2017 SQ HILL TREASURE AWARD$1,000
THE CHILDREN'S INSTITUTE OF PITTSBURGH
1405 SHADY AVENUEPITTSBURGHPA15217N/APCMAKE AN AMAZING DIFFERENCE CAMPAIGN$6,250
THE CHILDREN'S INSTITUTE OF PITTSBURGH
1405 SHADY AVENUEPITTSBURGHPA15217N/APC3 YR ANNUAL FUND$2,500
THIS OLD HORSE
13926 60TH ST SOUTHAPTONMN55001N/APCIN HONOR OF SUSAN GLIMCHER$500
UNIVERSITY OF PITTSBURGH CANCER INSTITUTE
3600 FORBES AVE MEYRAN AVEPITTSBURGHPA15213N/APC2017 HILLMAN CANCER CENTER GALA$4,750
YESHIVA SCHOOLS
2100 WIGHTMAN STREETPITTSBURGHPA15217N/APCIN HONOR OF RABBI ROSENFELD$1,800
YWCA OF COLUMBUS
65 SOUTH FOURTH STREETCOLUMBUSOH43215N/APCCAPT. CAMPAIGN IN HONOR OF DEE DEE 70TH$5,000
ZOA
1922 MURRAY AVEPITTSBURGHPA15217N/APC2017 AWARDS DINNER$400
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$274,669TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CONGREGATION BETH SHALOM
5915 BEACON STREETPITTSBURGHPA15217N/APCCENTENNIAL CAMPAIGH (2018-2022)$25,000
JCC OF GREATER PITTSBURGH
5738 FORBES AVENUEPITTSBURGHPA15217N/APC2018 BIG NIGHT EVENT$1,000
THE CHILDREN'S INSTITUTE OF PITTSBURGH
1405 SHADY AVENUEPITTSBURGHPA15217N/APC3 YEAR COMMITTMENT (2018-2019)$5,000
THE FRIENDSHIP CIRCLE OF PITTSBURGH
1922 MURRAY AVEPITTSBURGHPA15217N/APCFRIENDS ALL AROUND CAMPAIGH (2018-2019)$4,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$35,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$101,378ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Business523000BusinessCd
Unrelated Business Taxbl Incm$2,945UnrelatedBusinessTaxblIncmAmt
Exclusion14ExclusionCd
Exclusion$2,173ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$320,357ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$2,945UnrelatedBusinessTaxblIncmAmt
Exclusion$423,908ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$426,853TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,048Amt
Net Investment Income$1,524NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,524DisbursementsCharitablePrpsAmt

Applied To Prior Year Election AppliedToPriorYearElection

FieldValueIRS element (for citing)
ElectionPURSUANT TO IRC SECTION 4942(H)(2) AND REG 53.4942(A)-3(D)(2), THE ABOVE REFERENCED FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF THE FOLLOWING: TAX YEAR AMOUNT 2007 $1,547 2008 $26,979_________________________________ _____________OFFICER SIGNATURE DATEElectionDesc

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (18 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
5,676 SHS AT&T$117,540$220,683
7,251 SHS DISCOVERY COMM INC C$10,977$153,504
7,000 SHS GENERAL ELECTRIC COMPANY$73,186$122,150
15,000 SHS GLIMCHER RLTY$383,205$369,000
317 SHS LIBERTY BROADBAND CL A$711$26,961
634 SHS LIBERTY BROADBAND CL C$1,410$53,992
5,802 SHS LIBERTY GLOBAL INC SER C$9,904$196,340
565 SHS LIBERTY GLOBAL INC (LILAK)$1,434$11,238
417 SHS LIBERTY MEDIA CORP A$514$16,538
834 SHS LIBERTY MEDIA CORP C$994$33,076
2,417 SHS DISCOVERY COMM INC A$3,997$54,093
317 SHS LIBERTY MEDIA CORP A MEDIA$315$10,372
126 SHS LIBERTY MEDIA CORP A BRAVES$151$2,778
634 SHS LIBERTY MEDIA CORP C MEDIA$608$21,657
432 SHS LIBERTY MEDIA CORP C BRAVES$2,542$9,599
2,318 SHS LIONS GATE$60,499$73,573
2,000 SHS VODAFONE GROUP$50,570$63,800
50,000 SHS WASHINGTON PRIME GRO$408,692$356,000

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
SEVEN BRIDGES MULTI-STRATEGY FUND LTD$396,045$196,045$321,176
LANDMARK DIVIDEND GROWTH FUND - I, LP$100,000$106,430$106,430

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescTAX COST ADJUSTMENTDesc
Amt$42,341Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK FEESDesc
Revenue And Expenses Per Books$40RevenueAndExpensesPerBooksAmt
Net Investment Income$40NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
FROM K-1: LANDMARK DIVIDEND GROWTH FUND - I, LP$2,173$2,173$2,173
FROM K-1: LANDMARK DIVIDEND GROWTH FUND - I, LP (UNRELATED BUSINESS INCOME)$2,945$0$2,945

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAXES PAIDCategoryTxt
Amt$5,163Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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