BIRD-TOWNLEY CHARITABLE FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
BIRD-TOWNLEY CHARITABLE FOUNDATION (EIN 47-5259169)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-05-02
IRS object ID
201821229349100632
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)
Return2018-05-02T15:15:00-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN475259169EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BIRD-TOWNLEY CHARITABLE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBIRDBusinessNameControlTxt
Phone4122610779PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line120 STANWIX STREET NO 650AddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP152224801ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWILLIAM H MORROWPersonNm
Person TitleCEOPersonTitleTxt
Phone4122610779PhoneNum
Signature2018-04-30SignatureDt
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$86,457FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$15,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$1,829DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,829DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,152NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$26,403GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,152CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$17,981TotalRevAndExpnssAmt
Total Net Invst Incm$2,981TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$1,260CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$1,260CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$30TaxesRevAndExpnssAmt
Taxes Net Invst Incm$30TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,290TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,290TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$4,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$4,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$5,790TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,290TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$4,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$12,191ExcessRevenueOverExpensesAmt
Net Investment Income$1,691NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY$60CashEOYAmt
Cash EOYFMV$60CashEOYFMVAmt
Sav And Temp Cash Invst BOY$2,158SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,396SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,396SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$35,456CorporateStockBOYAmt
Corporate Stock EOY$15,007CorporateStockEOYAmt
Corporate Stock EOYFMV$15,081CorporateStockEOYFMVAmt
Corporate Bonds BOY$25,493CorporateBondsBOYAmt
Corporate Bonds EOY$57,835CorporateBondsEOYAmt
Corporate Bonds EOYFMV$68,920CorporateBondsEOYFMVAmt
Total Assets BOY$63,107TotalAssetsBOYAmt
Total Assets EOY$75,298TotalAssetsEOYAmt
Total Assets EOYFMV$86,457TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$63,107CapitalStockBOYAmt
Capital Stock EOY$75,298CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$63,107TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$75,298TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$63,107TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$75,298TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$63,107TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$12,191ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$75,298SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$75,298TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
88 SHS VANGUARD SHORT TERM CORP BONDSP2015-11-122017-02-23$7,023$6,984$39$39
25 SHS VANGUARD SHORT TERM CORP BONDSP2015-12-112017-02-23$1,995$1,981$14$14
149 SHS VANGUARD SHORT TERM CORP BONDSP2016-01-082017-02-23$11,892$11,774$118$118
7 SHS VANGUARD SHORT TERM CORP BONDSP2016-01-082017-10-27$560$553$7$7
21 SHS VANGUARD 500 INDEX FUND, DELAWAREP2015-11-122017-10-25$4,933$3,959$974$974
FieldValueIRS element (for citing)
Capital Gain Net Income$1,152CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$3,496AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$61,492NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.056853DistributionYr1Rt
Adjusted Qlfy Distri Yr2$0AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$42,772NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.000000DistributionYr2Rt
Total Distribution0.056853TotalDistributionRt
Average Distribution0.028427AverageDistributionRt
Net Vl Noncharitable Assets$83,573NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$2,376AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$17NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$2,393AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$4,500QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$17InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$17SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$17TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$36EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$36TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$19OverpaymentAmt
Applied To ES Tax$19AppliedToESTaxAmt
Refund$0RefundAmt

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 Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
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 BooksSMITHFIELD TRUST COMPANYIndividualWithBooksNm
Phone4122610779PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line120 STANWIX STREET SUITE 650AddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP152224801ZIPCd
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 Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
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)
PersonSMITHFIELD TRUST COMPANYPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line120 STANWIX STREET SUITE 650AddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15222ZIPCd
FieldValueIRS element (for citing)
TitleCO-TRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos5.00AverageHrsPerWkDevotedToPosRt
Compensation$1,260CompensationAmt
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$78,909AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$5,937AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$84,846TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$84,846AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,273CashDeemedCharitableAmt
Net Vl Noncharitable Assets$83,573NetVlNoncharitableAssetsAmt
Minimum Investment Return$4,179MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$4,179MinimumInvestmentReturnAmt
Tax Based On Investment Income$17TaxBasedOnInvestmentIncomeAmt
Total Tax$17TotalTaxAmt
Distributable Before Adj$4,162DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$4,162DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$4,162DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$4,500ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$4,500QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$17PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$4,483AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$4,162DistributableAsAdjustedAmt
Undistributed Income PY$66UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$4,500QualifyingDistributionsAmt
Applied To Year1$66AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$4,162AppliedToCurrentYearAmt
Remaining Distri From Corpus$272RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$272TotalCorpusAmt
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$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$272ExcessDistriCyovToNextYrAmt
Excess From Current Year$272ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CANCER CARING CENTER
4117 LIBERTY AVENUEPITTSBURGHPA15224NONE501(C)(3)GENERAL$1,500
SS SIMON AND JUDE
1607 GREENTREE ROADPITTSBURGHPA15220NONE501(C)(3)GENERAL$1,000
WOMEN'S CENTER & SHELTER
PO BOX 9024PITTSBURGHPA15224NONE501(C)(3)GENERAL$1,000
POWER
7501 PENN AVENUEPITTSBURGHPA15208NONE501(C)(3)GENERAL$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$4,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,829ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,152ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$2,981ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,981TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1DAVID C TOWNLEYBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1562 AZALEA LANEAddressLine1Txt
CityBRIDGEVILLECityNm
State AbbreviationPAStateAbbreviationCd
ZIP15017ZIPCd
FieldValueIRS element (for citing)
Total Contributions$15,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondFIXED INCOME ETFSBondNm
EOY Book Value$57,835EOYBookValueAmt
EOYFMV$68,920EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockEQUITY ETFSStockNm
EOY Book Value$15,007EOYBookValueAmt
EOYFMV$15,081EOYFMVAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXCategoryTxt
Amt$30Amt
Net Investment Income$30NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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