PHILIP CHOSKY CHARITABLE & EDUCATIONAL FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- PHILIP CHOSKY CHARITABLE & EDUCATIONAL FOUNDATION (EIN 23-2932969)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202533219349101043
- Schema version
- 2024v5.2
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T08:11:07-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 251443981 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVIS DAVIS & ASSOCIATES | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2740 SMALLMAN STREET SUITE 202 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232932969 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PHILIP CHOSKY CHARITABLE & | BusinessNameLine1Txt |
| Business Name Line2 | EDUCATIONAL FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PHIL | BusinessNameControlTxt |
| Phone | 4123389030 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 GILDA AVENUE | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15217 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MERYL AINSMAN | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 4123389030 | PhoneNum |
| Signature | 2025-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HOWARD D DAVIS | PreparerPersonNm |
| PTIN | P00139470 | PTIN |
| Phone | 4123912226 | PhoneNum |
| Preparation | 2025-11-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,924,057 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $460,246 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $460,246 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $757,511 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,921,445 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $757,511 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,217,757 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,217,757 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $120,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $120,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $15,780 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $15,780 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,868 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,868 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $20,896 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $13,827 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $7,069 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $84,896 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $81,818 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,078 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $243,440 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $95,645 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $147,795 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,327,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,327,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,570,440 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $95,645 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,474,795 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$352,683 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,122,112 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $30,602 | CashBOYAmt |
| Cash EOY | $12,807 | CashEOYAmt |
| Cash EOYFMV | $12,807 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $986,089 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $168,425 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $168,425 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,225,752 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,912,762 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,096,197 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $798,047 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $453,060 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $445,776 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $3,640,797 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,783,908 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,189,193 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $14,017 | OtherAssetsBOYAmt |
| Other Assets EOY | $11,659 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $11,659 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $9,695,304 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,342,621 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,924,057 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $9,695,304 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $9,342,621 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,695,304 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,342,621 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,695,304 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,342,621 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,695,304 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$352,683 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $9,342,621 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,342,621 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (124 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| 54,735.739 SH FOUNDATION EQUITY FUND | P | 2024-12-31 | $1,202,696 | $945,201 | $257,495 | $257,495 | |
| 56,263.529 SH FOUNDATION FIXED INCOME FUND | P | 2024-12-31 | $442,122 | $478,530 | -$36,408 | -$36,408 | |
| 38 SH BROADCOM INC | P | 2024-02-13 | $47,286 | $11,295 | $35,991 | $35,991 | 2019-05-16 |
| 171 SH CATERPILLAR INC | P | 2024-02-13 | $53,500 | $20,433 | $33,067 | $33,067 | 2020-04-29 |
| 304 SH TAIWAN SEMICONDUCTOR | P | 2024-02-13 | $38,706 | $16,529 | $22,177 | $22,177 | 2020-04-29 |
| 132 SH ABBVIE INC | P | 2024-02-22 | $23,357 | $12,223 | $11,134 | $11,134 | 2020-06-04 |
| 66 SH AIR PRODUCTS & CHEMICALS | P | 2024-02-22 | $15,218 | $17,610 | -$2,392 | -$2,392 | 2023-11-10 |
| 777 SH ALLIANZ SE | P | 2024-02-22 | $21,582 | $18,418 | $3,164 | $3,164 | 2023-09-08 |
| 50 SH AMERICAN TOWER CORP NEW | P | 2024-02-22 | $9,380 | $9,158 | $222 | $222 | 2023-11-10 |
| 596 SH AXA SA SPONSORED ADR | P | 2024-02-22 | $20,702 | $17,661 | $3,041 | $3,041 | 2023-09-08 |
| 757 SH BASF SE | P | 2024-02-22 | $9,611 | $15,041 | -$5,430 | -$5,430 | 2022-02-10 |
| 420 SH BP PLC | P | 2024-02-22 | $14,915 | $17,801 | -$2,886 | -$2,886 | 2018-01-19 |
| 337 SH BAE SYSTEMS PLC | P | 2024-02-22 | $21,266 | $11,230 | $10,036 | $10,036 | 2018-01-19 |
| 547 SH BNP PARIBAS | P | 2024-02-22 | $16,626 | $16,721 | -$95 | -$95 | 2018-06-28 |
| 21 SH BROADCOM INC | P | 2024-02-22 | $27,412 | $6,172 | $21,240 | $21,240 | |
| 65 SH CATERPILLAR INC | P | 2024-02-22 | $20,907 | $7,767 | $13,140 | $13,140 | 2020-04-29 |
| 137 SH CHESAPEAKE ENERGY CORP | P | 2024-02-22 | $11,335 | $9,267 | $2,068 | $2,068 | 2022-01-20 |
| 85 SH CHEVRON CORP | P | 2024-02-22 | $13,221 | $8,937 | $4,284 | $4,284 | |
| 369 SH CISCO SYSTEMS INC | P | 2024-02-22 | $17,946 | $10,366 | $7,580 | $7,580 | 2015-07-23 |
| 87 SH DARDEN RESTAURANTS INC | P | 2024-02-22 | $14,652 | $11,410 | $3,242 | $3,242 | 2022-08-11 |
| 916 SH DEUTSCHE TELEKOM AG | P | 2024-02-22 | $22,132 | $16,256 | $5,876 | $5,876 | 2020-08-21 |
| 148.99 SH DUKE ENERGY CORP | P | 2024-02-22 | $13,755 | $8,684 | $5,071 | $5,071 | |
| 107 SH EMERSON ELECTRIC CO | P | 2024-02-22 | $11,268 | $9,270 | $1,998 | $1,998 | 2023-11-10 |
| 36 SH HOME DEPOT INC | P | 2024-02-22 | $13,346 | $6,933 | $6,413 | $6,413 | 2019-05-24 |
| 127 INTL BUSINESS MACHINES | P | 2024-02-22 | $23,360 | $15,813 | $7,547 | $7,547 | 2021-01-14 |
| 128 SH JPMORGAN CHASE & CO | P | 2024-02-22 | $23,383 | $8,316 | $15,067 | $15,067 | |
| 99 SH JOHNSON & JOHNSON | P | 2024-02-22 | $15,852 | $6,213 | $9,639 | $9,639 | 2012-06-08 |
| 199 SH KERING S A | P | 2024-02-22 | $9,404 | $11,462 | -$2,058 | -$2,058 | 2022-08-11 |
| 356 SH KRAFT HEINZ CO | P | 2024-02-22 | $12,935 | $12,368 | $567 | $567 | 2020-08-21 |
| 882 SH LENOVO GROUP LIMITED | P | 2024-02-22 | $19,483 | $18,521 | $962 | $962 | 2023-09-08 |
| 7,365 SH LLOYDS BANKING GROUP PLC | P | 2024-02-22 | $16,755 | $21,407 | -$4,652 | -$4,652 | 2022-02-10 |
| 139 SH LYONDELLBASELL | P | 2024-02-22 | $13,643 | $9,256 | $4,387 | $4,387 | 2020-09-01 |
| 54 SH MCDONALDS CORP | P | 2024-02-22 | $16,004 | $15,045 | $959 | $959 | 2023-11-20 |
| 249 SH MEDTRONIC PLC | P | 2024-02-22 | $21,095 | $23,476 | -$2,381 | -$2,381 | 2022-08-12 |
| 60 SH MICROSOFT CORP | P | 2024-02-22 | $24,674 | $2,607 | $22,067 | $22,067 | 2015-08-31 |
| 124 SH NESTLE S A | P | 2024-02-22 | $13,284 | $14,130 | -$846 | -$846 | 2020-10-28 |
| 123 SH PHILIP MORRIS INTL INC | P | 2024-02-22 | $11,186 | $9,894 | $1,292 | $1,292 | |
| 157 SH PAYCHEX INC | P | 2024-02-22 | $19,608 | $5,008 | $14,600 | $14,600 | |
| 66 SH PEPSICO INC | P | 2024-02-22 | $11,117 | $4,500 | $6,617 | $6,617 | |
| 589 SH PFIZER INC | P | 2024-02-22 | $16,246 | $19,616 | -$3,370 | -$3,370 | 2015-08-11 |
| 72 SH PROCTER & GAMBLE CO | P | 2024-02-22 | $11,574 | $4,859 | $6,715 | $6,715 | 2012-03-22 |
| 1,009 SH REPSOL S A | P | 2024-02-22 | $15,677 | $12,673 | $3,004 | $3,004 | 2021-03-26 |
| 181 SH SHELL PLC | P | 2024-02-22 | $11,608 | $9,116 | $2,492 | $2,492 | 2022-01-20 |
| 215 SH SIEMENS A G SPON ADR | P | 2024-02-22 | $20,016 | $12,736 | $7,280 | $7,280 | 2020-06-03 |
| 138 SH SIMON PROPERTY GROUP | P | 2024-02-22 | $20,988 | $22,570 | -$1,582 | -$1,582 | 2022-01-06 |
| 190 SH TAIWAN SEMICONDUCTOR | P | 2024-02-22 | $24,649 | $10,330 | $14,319 | $14,319 | 2020-04-29 |
| 99 TARGET CORP | P | 2024-02-22 | $14,898 | $14,479 | $419 | $419 | 2024-02-13 |
| 881 SH UBS GROUP AG | P | 2024-02-22 | $24,706 | $14,524 | $10,182 | $10,182 | |
| 108 UNITED PARCEL SERVICE | P | 2024-02-22 | $16,162 | $22,146 | -$5,984 | -$5,984 | 2022-08-11 |
| 391 SH VERIZON COMMUNICATIONS | P | 2024-02-22 | $15,860 | $19,539 | -$3,679 | -$3,679 | 2016-01-29 |
| 1,057 SH VOLKSWAGEN A G | P | 2024-02-22 | $13,971 | $17,365 | -$3,394 | -$3,394 | 2020-10-19 |
| 38 SH BROADCOM INC | P | 2024-02-29 | $49,371 | $10,627 | $38,744 | $38,744 | 2019-06-25 |
| 80 SH CATERPILLAR INC | P | 2024-02-29 | $26,532 | $9,559 | $16,973 | $16,973 | 2020-04-29 |
| 510 SH DARDEN RESTAURANTS INC | P | 2024-02-29 | $86,392 | $66,884 | $19,508 | $19,508 | 2022-08-11 |
| 310.99 SH DUKE ENERGY CORP | P | 2024-02-29 | $28,395 | $19,432 | $8,963 | $8,963 | |
| 184 SH JPMORGAN CHASE CO | P | 2024-02-29 | $33,865 | $11,832 | $22,033 | $22,033 | 2016-07-14 |
| 125 SH MICROSOFT CORP | P | 2024-02-29 | $51,044 | $6,589 | $44,455 | $44,455 | |
| 1,531 SH UBS GROUP AG | P | 2024-02-29 | $43,501 | $24,962 | $18,539 | $18,539 | |
| 1,160 SH KERING S A | P | 2024-04-24 | $40,344 | $66,816 | -$26,472 | -$26,472 | 2022-08-11 |
| 211 SH PAYCHEX INC | P | 2024-04-24 | $25,577 | $6,962 | $18,615 | $18,615 | |
| $125,000 ADVENTIST HLTH SYS WEST | P | 2024-05-23 | $125,000 | $125,000 | $0 | $0 | 2019-10-23 |
| $75,000 CINCINNATI OH | P | 2024-06-03 | $75,000 | $75,000 | $0 | $0 | 2018-04-06 |
| $15,000 NEW JERSEY ECON DEV AUTH | P | 2024-07-01 | $15,000 | $15,342 | -$342 | -$342 | 2016-04-19 |
| 2,076 SH KRAFT HEINZ CO | P | 2024-08-29 | $73,183 | $74,670 | -$1,487 | -$1,487 | |
| 7,075 SH VOLKSWAGEN A G | P | 2024-09-12 | $69,298 | $123,269 | -$53,971 | -$53,971 | |
| 2,556 SH BP PLC | P | 2024-11-13 | $72,921 | $89,568 | -$16,647 | -$16,647 | |
| 479 SH BAE SYSTEMS PLC | P | 2024-11-13 | $32,700 | $15,959 | $16,741 | $16,741 | |
| 1,486 SH DEUTSCHE TELEKOM AG | P | 2024-11-13 | $43,583 | $26,372 | $17,211 | $17,211 | 2020-08-21 |
| 130 SH IBM | P | 2024-11-13 | $27,330 | $16,186 | $11,144 | $11,144 | 2021-01-14 |
| 124 SH JPMORGAN CHASE CO | P | 2024-11-13 | $30,006 | $7,974 | $22,032 | $22,032 | 2016-07-14 |
| 219 SH MORGAN STANLEY | P | 2024-11-13 | $29,156 | $18,807 | $10,349 | $10,349 | 2024-02-29 |
| 444 SH PEPSICO INC | P | 2024-11-13 | $72,748 | $40,696 | $32,052 | $32,052 | |
| 182 SH SIMON PROPERTY GROUP | P | 2024-11-13 | $32,590 | $29,767 | $2,823 | $2,823 | 2022-01-06 |
| 248 SH TAIWAN SEMICONDUCTOR | P | 2024-11-13 | $46,546 | $13,484 | $33,062 | $33,062 | 2020-04-29 |
| $75,000 CVA CAREMARK CORP | P | 2024-12-02 | $75,000 | $75,000 | $0 | $0 | 2019-01-25 |
| $50,000 VALDOSTA & LOWNDES CNTY | P | 2024-12-05 | $48,630 | $50,553 | -$1,923 | -$1,923 | 2019-08-09 |
| 9 SH ABBVIE INC | P | 2024-12-13 | $1,567 | $833 | $734 | $734 | 2020-06-04 |
| 4 SH AIR PRODUCTS & CHEMICALS | P | 2024-12-13 | $1,237 | $1,067 | $170 | $170 | 2023-11-10 |
| 50 SH ALLIANZ SE | P | 2024-12-31 | $1,584 | $1,185 | $399 | $399 | 2023-09-08 |
| 4 SH AMERICAN TOWER CORP NEW | P | 2024-12-13 | $792 | $733 | $59 | $59 | 2023-11-10 |
| 39 SH AXA SA SPONSORED ADR | P | 2024-12-13 | $1,397 | $1,156 | $241 | $241 | 2023-09-08 |
| 54 SH BASF SE | P | 2024-12-13 | $628 | $1,073 | -$445 | -$445 | 2022-02-10 |
| 54 SH BAE SYSTEMS PLC | P | 2024-12-13 | $3,273 | $1,798 | $1,475 | $1,475 | 2018-01-22 |
| 139 SH BNP PARIBAS | P | 2024-12-13 | $4,296 | $4,249 | $47 | $47 | 2018-06-28 |
| 53 BEST BUY COMPANY INC | P | 2024-12-13 | $4,664 | $3,931 | $733 | $733 | 2024-04-24 |
| 9 SH BROADCOM INC | P | 2024-12-13 | $1,952 | $252 | $1,700 | $1,700 | 2019-06-25 |
| 3 SH CATERPILLAR INC | P | 2024-12-13 | $1,142 | $358 | $784 | $784 | 2020-04-29 |
| 10 SH EXPAND ENERGY CORP | P | 2024-12-13 | $989 | $676 | $313 | $313 | 2022-01-20 |
| 6 CHEVRON CORP | P | 2024-12-13 | $923 | $635 | $288 | $288 | 2012-07-13 |
| 27 CISCO SYSTEMS INC | P | 2024-12-13 | $1,590 | $758 | $832 | $832 | 2015-07-23 |
| 42 SH CITIGROUP INC | P | 2024-12-13 | $2,984 | $2,908 | $76 | $76 | 2024-11-13 |
| 161 SH DEUTSCHE TELEKOM AG | P | 2024-12-13 | $5,030 | $2,857 | $2,173 | $2,173 | 2020-08-21 |
| 7.99 SH DUKE ENERGY CORP | P | 2024-12-13 | $877 | $503 | $374 | $374 | |
| 7 SH EMERSON ELECTRIC CO | P | 2024-12-13 | $918 | $606 | $312 | $312 | 2023-11-10 |
| 64 SH HSBC HOLDINGS PLC | P | 2024-12-13 | $3,107 | $2,887 | $220 | $220 | 2024-11-13 |
| 3 SH HOME DEPOT INC | P | 2024-12-13 | $1,250 | $578 | $672 | $672 | 2019-05-24 |
| 25 SH INTL BUSINESS MACHINES | P | 2024-12-13 | $5,798 | $3,113 | $2,685 | $2,685 | 2021-01-14 |
| 19 SH JPMORGAN CHASE & CO | P | 2024-12-13 | $4,552 | $1,222 | $3,330 | $3,330 | 2016-07-14 |
| 6 JOHNSON & JOHNSON | P | 2024-12-13 | $878 | $377 | $501 | $501 | 2012-06-08 |
| 58 SH LENOVO GROUP LIMITED | P | 2024-12-13 | $1,354 | $1,218 | $136 | $136 | 2023-09-08 |
| 481 SH LLOYDS BANKING GROUP PLC | P | 2024-12-13 | $1,337 | $1,398 | -$61 | -$61 | 2022-02-10 |
| 8 SH LYONDELLBASELL | P | 2024-12-13 | $605 | $533 | $72 | $72 | 2020-09-01 |
| 4 SH MCDONALDS CORP | P | 2024-12-13 | $1,193 | $1,114 | $79 | $79 | 2023-11-20 |
| 16 SH MEDTRONIC PLC | P | 2024-12-13 | $1,324 | $1,509 | -$185 | -$185 | 2022-08-12 |
| 3 SH MICROSOFT CORP | P | 2024-12-13 | $1,345 | $186 | $1,159 | $1,159 | 2016-12-12 |
| 33 SH MORGAN STANLEY | P | 2024-12-13 | $4,206 | $2,834 | $1,372 | $1,372 | 2024-02-29 |
| 34 SH NESTLE S A | P | 2024-12-13 | $2,851 | $3,874 | -$1,023 | -$1,023 | 2020-10-28 |
| 38 SH NEXTERA ENERGY INC | P | 2024-12-13 | $2,793 | $2,823 | -$30 | -$30 | 2024-11-13 |
| 8 SH PHILIP MORRIS INTL INC | P | 2024-12-13 | $1,020 | $695 | $325 | $325 | 2012-03-22 |
| 14 SH PAYCHEX INC | P | 2024-12-13 | $1,983 | $479 | $1,504 | $1,504 | 2012-09-13 |
| 38 SH PFIZER INC | P | 2024-12-13 | $971 | $1,266 | -$295 | -$295 | 2015-08-11 |
| 19 SH PROCTOR & GAMBLE CO | P | 2024-12-13 | $3,257 | $1,248 | $2,009 | $2,009 | |
| 65 SH REPSOL S A | P | 2024-12-13 | $776 | $816 | -$40 | -$40 | 2021-03-26 |
| 13 SH SHELL PLC | P | 2024-12-13 | $828 | $655 | $173 | $173 | 2022-01-20 |
| 14 SH SIEMENS A G SPON ADR | P | 2024-12-13 | $1,400 | $829 | $571 | $571 | 2020-06-03 |
| 21 SH SIMON PROPERTY GROUP | P | 2024-12-13 | $3,763 | $3,435 | $328 | $328 | 2022-01-06 |
| 30 SH TAIWAN SEMICONDUCTOR | P | 2024-12-13 | $5,977 | $1,631 | $4,346 | $4,346 | 2020-04-29 |
| 31 SH TARGET CORP | P | 2024-12-13 | $4,177 | $4,534 | -$357 | -$357 | 2024-02-13 |
| 14 SH TEXAS INSTRUMENTS INC | P | 2024-12-13 | $2,667 | $2,905 | -$238 | -$238 | 2024-11-13 |
| 48 SH UBS GROUP AG | P | 2024-12-13 | $1,529 | $762 | $767 | $767 | |
| 30 SH UNITED PARCEL SERVICE | P | 2024-12-13 | $3,860 | $6,152 | -$2,292 | -$2,292 | 2022-08-11 |
| 25 SH VERIZON COMMUNICATIONS | P | 2024-12-13 | $1,056 | $1,249 | -$193 | -$193 | 2016-01-29 |
| 150 SH VINCI S A | P | 2024-12-13 | $3,973 | $4,799 | -$826 | -$826 | 2024-02-29 |
| 67 SH VEOLIA ENVIRONMENT | P | 2024-12-13 | $981 | $1,043 | -$62 | -$62 | 2024-02-29 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $757,511 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $15,597 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $15,597 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $15,597 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,271 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $7,271 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $8,326 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MERYL AINSMAN EXECUTIVE DIRECTOR | IndividualWithBooksNm |
| Phone | 4123389030 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 GILDA AVENUE | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15217 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| STANLEY BARG | ||||||||
| 575 MADISON AVENUE | NEW YORK | NY | 10022 | DIRECTOR | 1.00 | $15,000 | $0 | $0 |
| MERYL AINSMAN | ||||||||
| 111 GILDA AVENUE | PITTSBURGH | PA | 15217 | EXECUTIVE DIRECTOR | 2.00 | $90,000 | $0 | $0 |
| SUSAN O'MALLEY | ||||||||
| 1500 COCHRAN ROAD SUITE 814 | PITTSBURGH | PA | 15243 | DIRECTOR | 1.00 | $15,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $10,548,502 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $598,962 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $12,838 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,160,302 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,160,302 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $167,405 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,992,897 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $549,645 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $549,645 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,597 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,597 | TotalTaxAmt |
| Distributable Before Adj | $534,048 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $534,048 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $534,048 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,474,795 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,474,795 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $534,048 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $794,025 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $802,902 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $816,236 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $880,190 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $978,082 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,271,435 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,474,795 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $534,048 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $940,747 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,212,182 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $794,025 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,418,157 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $802,902 | ExcessFromYear4Amt |
| Excess From Year3 | $816,236 | ExcessFromYear3Amt |
| Excess From Year2 | $880,190 | ExcessFromYear2Amt |
| Excess From Year1 | $978,082 | ExcessFromYear1Amt |
| Excess From Current Year | $940,747 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| OFF THE FLOOR PITTSBURGH | |||||
| 720 E LACOCK STREET | PITTSBURGH | PA | 15212 | DISCRETIONARY FUND | $15,000 |
| STAGE 62 | |||||
| 300 BEECHWOOD AVE | CARNEGIE | PA | 15106 | DISCRETIONARY FUND | $10,000 |
| 412 FIRENDS OF ZAHAL | |||||
| 6820 JUNIATA PLACE | PITTSBURGH | PA | 15208 | DISCRETIONARY FUND | $15,000 |
| B'NAI BRITH YOUTH ORGANIZATION-KEYSTONE MOUNTAIN REGION | |||||
| 529 14TH ST NW STE 705 | WASHINGTON | DC | 20045 | DISCRETIONARY FUND | $12,000 |
| AMERICAN COMMITTEE FOR THE WEIZMANN INSTITUTE OF SCIENCE | |||||
| 633 THIRD AVENUE | NEW YORK | NY | 10017 | DISCRETIONARY FUND | $50,000 |
| COMMUNITY DAY SCHOOL | |||||
| 6424 FORWARD AVENUE | PITTSBURGH | PA | 15217 | DISCRETIONARY FUND | $50,000 |
| CARNEGIE MELLON UNIVERSITY | |||||
| 5000 FORBES AVENUE | PITTSBURGH | PA | 15213 | DISCRETIONARY FUND | $77,000 |
| ALEPH INSTITUTE | |||||
| 5804 BEACON STREET | PITTSBURGH | PA | 15217 | DISCRETIONARY FUND | $20,000 |
| NATIONAL COUNCIL OF JEWISH WOMEN | |||||
| 1620 MURRAY AVENUE | PITTSBURGH | PA | 15217 | DISCRETIONARY FUND | $35,000 |
| CHABAD OF PITTSBURGH | |||||
| 1700 BEECHWOOD BLVD | PITTSBURGH | PA | 15217 | DISCRETIONARY FUND | $15,000 |
| SPECIAL OLYMPICS OF PENNSYLVANIA | |||||
| 2570 BLVD OF THE GENERALS STE 124 | NORRISTOWN | PA | 19403 | DISCRETIONARY FUND | $10,000 |
| EAST END COOPERATIVE MINISTRY | |||||
| 6140 STATION STREET | PITTSBURGH | PA | 15206 | DISCRETIONARY FUNDDISCRETIONARY FUND | $15,000 |
| FILM PITTSBURGH | |||||
| 1789 S BRADDOCK AVENUE SUITE 565 | PITTSBURGH | PA | 15218 | DISCRETIONARY FUND | $30,000 |
| FRIENDS OF THE ISRAEL DEFENSE FORCES | |||||
| 1430 BROADWAY | NEW YORK | NY | 10018 | DISCRETIONARY FUND | $50,000 |
| FRONT PORCH THEATRICALS | |||||
| 112 SEWICKLEY RIDGE CIRCLE | SEWICKLEY | PA | 15143 | DISCRETIONARY FUND | $30,000 |
| HILLEL JEWISH UNIVERSITY | |||||
| 4607 FORBES AVENUE | PITTSBURGH | PA | 15213 | DISCRETIONARY FUND | $25,000 |
| JEWISH ASSISTANCE FUND | |||||
| PO BOX 8197 | PITTSBURGH | PA | 15217 | DISCRETIONARY FUND | $15,000 |
| JEWISH COMMUNITY CENTER OF GREATER PITTSBURGH | |||||
| 5783 FORBES AVENUE | PITTSBURGH | PA | 15217 | DISCRETIONARY FUND | $230,000 |
| JEWISH FAMILY AND COMMUNITY SERVICE | |||||
| 5743 BARTLETT STREET | PITTSBURGH | PA | 15217 | DISCRETIONARY FUND | $45,000 |
| JUNIOR ACHIEVEMENT OF WESTERN PA | |||||
| 90 EMERSON LANE | BRIDGEVILLE | PA | 15017 | DISCRETIONARY FUND | $15,000 |
| KINETIC THEATRE COMPANY | |||||
| PO BOX 9246 | PITTSBURGH | PA | 15224 | DISCRETIONARY FUND | $15,000 |
| PRIME STAGE THEATRE | |||||
| 840 SAW MILL RUN BLVD | PITTSBURGH | PA | 15220 | DISCRETIONARY FUND | $20,000 |
| QUANTUM THEATER | |||||
| 218 N HIGHLAND AVENUE | PITTSBURGH | PA | 15206 | DISCRETIONARY FUND | $30,000 |
| REPAIR THE WORLD PITTSBURGH | |||||
| 6140 STATION STREET ENTRANCE B | PITTSBURGH | PA | 15206 | DISCRETIONARY FUND | $30,000 |
| SOUTH HILLS INTERFAITH MINISTRY | |||||
| 5301 PARK AVENUE | BETHEL PARK | PA | 15102 | DISCRETIONARY FUND | $20,000 |
| T OF L INC DBA TREE OF LIFE INC | |||||
| 107 WOODLAND ROAD | PITTSBURGH | PA | 15232 | DISCRETIONARY FUND | $115,000 |
| THE FRIENDSHIP CIRCLE OF PITTSBURGH | |||||
| 5872 NORTHUMBERLAND STREET | PITTSBURGH | PA | 15217 | DISCRETIONARY FUND | $30,000 |
| THE JEWISH FEDERATION OF GREATER PITTSBURGH | |||||
| 234 MCKEE PLACE | PITTSBURGH | PA | 15213 | DISCRETIONARY FUND | $303,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,327,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $460,246 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $757,511 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,217,757 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,217,757 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $15,780 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $15,780 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | VARIOUS DEBT INSTRUMENTS | BondNm |
| EOY Book Value | $453,060 | EOYBookValueAmt |
| EOYFMV | $445,776 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | VARIOUS STOCKS | StockNm |
| EOY Book Value | $3,912,762 | EOYBookValueAmt |
| EOYFMV | $5,096,197 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | VARIOUS MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $4,783,908 | BookValueAmt |
| EOYFMV | $5,189,193 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INTEREST RECEIVABLE | $6,840 | $4,482 | $4,482 |
| OTHER RECEIVABLE | $7,177 | $7,177 | $7,177 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $3,048 | $0 | $3,048 |
| INVESTMENT FEES | $81,818 | $81,818 | $0 |
| OFFICE | $30 | $0 | $30 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL SERVICES | CategoryTxt |
| Amt | $1,868 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,868 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $7,069 | $0 | $7,069 |
| FOREIGN TAXES | $13,827 | $13,827 | $0 |