THOMAS MARSHALL FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
THOMAS MARSHALL FOUNDATION (EIN 25-6479933)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-05-07
IRS object ID
201841279349100989
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)
Return2018-05-07T14:47:02-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN814474059PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LALLY & CO LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15700 CORPORATE DRIVE SUITE 800AddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15237ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN256479933EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THOMAS MARSHALL FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O SUE MARSHALL ROBERTSBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlTHOMBusinessNameControlTxt
Phone4127419032PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1441 DIVISION STREET NO 202AddressLine1Txt
CitySEWICKLEYCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15143ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSUE MARSHALL ROBERTSPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone4127419032PhoneNum
Signature2018-05-03SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT J LALLY CPAPreparerPersonNm
PTINP00088432PTIN
Phone4123678190PhoneNum
Preparation2018-05-03PreparationDt
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$8,651,163FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$18,519InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$18,519InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$187,516DividendsRevAndExpnssAmt
Dividends Net Invst Incm$187,516DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$108,210NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$293,301GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$108,210CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$11,050OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$10,221OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$325,295TotalRevAndExpnssAmt
Total Net Invst Incm$324,466TotalNetInvstIncmAmt
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$2,950AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$6,212TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,586TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$12,000OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$6,000OccupancyDsbrsChrtblAmt
Other Expenses Rev And Expnss$45,409OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$35,516OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$66,571TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$38,102TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$6,000TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$222,400ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$422,400ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$288,971TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$38,102TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$428,400TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$36,324ExcessRevenueOverExpensesAmt
Net Investment Income$286,364NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,370,125SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,270,000SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,270,000SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$6,699,096CorporateStockBOYAmt
Corporate Stock EOY$6,714,528CorporateStockEOYAmt
Corporate Stock EOYFMV$7,112,621CorporateStockEOYFMVAmt
Other Investments BOY$353,646OtherInvestmentsBOYAmt
Other Investments EOY$268,542OtherInvestmentsEOYAmt
Other Investments EOYFMV$268,542OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$1,724LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,724LandBldgEquipAccumDeprecAmt
Total Assets BOY$8,422,867TotalAssetsBOYAmt
Total Assets EOY$8,253,070TotalAssetsEOYAmt
Total Assets EOYFMV$8,651,163TotalAssetsEOYFMVAmt
Grants Payable BOY$500,000GrantsPayableBOYAmt
Grants Payable EOY$300,000GrantsPayableEOYAmt
Total Liabilities BOY$500,000TotalLiabilitiesBOYAmt
Total Liabilities EOY$300,000TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$5,331,477CapitalStockBOYAmt
Capital Stock EOY$5,331,477CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$2,591,390RetainedEarningBOYAmt
Retained Earning EOY$2,621,593RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$7,922,867TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$7,953,070TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$8,422,867TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$8,253,070TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$7,922,867TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$36,324ExcessRevenueOverExpensesAmt
Other Increases$9,479OtherIncreasesAmt
Subtotal$7,968,670SubtotalAmt
Other Decreases$15,600OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$7,953,070TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtGross Sales PriceGrossSalesPriceAmt
FROM K-1 KNIGHTSBRIDGEP2017-06-012017-12-31$65-$65-$65
FROM K-1 KNIGHTSBRIDGEP2016-01-012017-12-31$5,352$5,352$5,352
RUSSELL INVTP2007-02-222017-04-13$3,515-$265-$265$3,250
RUSSELL US SMALL CAPP2007-03-072017-01-13$2,599$293$293$2,892
RUSSELL INVTP2007-02-222017-07-14$4,186-$842-$842$3,344
RUSSELL INVTP2007-02-222017-10-13$4,134-$667-$667$3,467
RUSSELL INVTP2007-02-222017-10-31$108,047-$17,305-$17,305$90,742
RUSSELL INVTP2007-12-182017-10-31$62,545-$3,287-$3,287$59,258
CAPITAL GAINS DIVIDENDSP$124,996$124,996$124,996
FieldValueIRS element (for citing)
Capital Gain Net Income$108,210CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$428,185AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$8,273,005NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.051757DistributionYr1Rt
Adjusted Qlfy Distri Yr2$480,178AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$8,864,200NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.054170DistributionYr2Rt
Adjusted Qlfy Distri Yr3$503,277AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$9,372,287NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.053698DistributionYr3Rt
Adjusted Qlfy Distri Yr4$469,382AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$9,079,420NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.051697DistributionYr4Rt
Adjusted Qlfy Distri Yr5$408,000AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$8,530,242NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.047830DistributionYr5Rt
Total Distribution0.259152TotalDistributionRt
Average Distribution0.051830AverageDistributionRt
Net Vl Noncharitable Assets$8,519,667NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$441,574AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,864NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$444,438AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$428,400QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$5,727InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$5,727SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$5,727TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,240EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$3,240TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$2,487TaxDueAmt

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 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 BooksSUE MARSHALL ROBERTSIndividualWithBooksNm
Phone4127419032PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1441 DIVISION STREET STE 202AddressLine1Txt
CitySEWICKLEYCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15143ZIPCd
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 Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
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 (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
PNC BANK NA
ONE OLIVER PLAZA 210 SIXTH STREETPITTSBURGHPA15222AGENT0.00$0$0$0
SUE MARSHALL ROBERTS
115 CREEK DRIVESEWICKLEYPA15143TRUSTEE / DIRECTOR0.00$0$0$0
THERESA MARSHALL
56 OLD FARM RDNORWICHVT05055DIRECTOR0.00$0$0$0
JEFFREY A MARSHALL
56 OLD FARM RDNORWICHVT05055TRUSTEE0.00$0$0$0
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$7,220,539AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,428,869AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$8,649,408TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$8,649,408AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$129,741CashDeemedCharitableAmt
Net Vl Noncharitable Assets$8,519,667NetVlNoncharitableAssetsAmt
Minimum Investment Return$425,983MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$425,983MinimumInvestmentReturnAmt
Tax Based On Investment Income$5,727TaxBasedOnInvestmentIncomeAmt
Total Tax$5,727TotalTaxAmt
Distributable Before Adj$420,256DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$420,256DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$420,256DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$428,400ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$428,400QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$428,400AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$420,256DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$21,447ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$40,909ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$40,412ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$20,965ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$123,733TotalExcessDistributionCyovAmt
Qualifying Distributions$428,400QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$420,256AppliedToCurrentYearAmt
Remaining Distri From Corpus$8,144RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$131,877TotalCorpusAmt
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$131,877ExcessDistriCyovToNextYrAmt
Excess From Year4$21,447ExcessFromYear4Amt
Excess From Year3$40,909ExcessFromYear3Amt
Excess From Year2$40,412ExcessFromYear2Amt
Excess From Year1$20,965ExcessFromYear1Amt
Excess From Current Year$8,144ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonTHE THOMAS MARSHALL FOUNDATION CO SRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1441 DIVISION SREET STE 202AddressLine1Txt
CitySEWICKLEYCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15143ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4127419032RecipientPhoneNum
Form And Info And MaterialsNO FORMAL APPLICATIONFormAndInfoAndMaterialsTxt
Submission DeadlinesNO DEADLINESSubmissionDeadlinesTxt
Restrictions On AwardsQUALIFIED CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY OR EDUCATIONAL ORGANIZATIONSRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ANGEL'S PLACE
2615 NORWOOD AVENUEPITTSBURGHPA15214GENERAL / CHARITABLE PURPOSE$10,000
BETHLEHEM HAVEN
FIFTH AVENUE COMMONS 905 WATSONPITTSBURGHPA15219GENERAL / CHARITABLE PURPOSE$5,000STREET
CARNEGIE MUSEUMS OF PITTSBURGH
4400 FORBES AVENUEPITTSBURGHPA15213GENERAL / CHARITABLE PURPOSE$3,000
CASA OF ALLEGHENY COUNTY
564 FORBES AVENUE 902PITTSBURGHPA15219GENERAL / CHARITABLE PURPOSE$5,000
CENTER FOR HOPE
740 PARK RD 1AMBRIDGEPA15003GENERAL PURPOSE$3,000
CRISIS CENTER NORTH
PO BOX 101093PITTSBURGHPA15237GENERAL / CHARITABLE PURPOSE$5,000
FERN HALLOW NATURE CENTER
1901 GLEN MITCHELL ROADSEWICKLEYPA15143GENERAL / CHARITABLE PURPOSE$3,000
GEISEL SCHOOL OF MEDICINE AT DARTMOUTH
1 ROPE FERRY RDHANOVERNH03755GENERAL PURPOSE$150,000
GIRLS HOPE OF PITTSBURGH
1020 STATE STREETBADENPA15005GENERAL / CHARITABLE PURPOSE$5,000
GWEN'S GIRLS
7230 MCPHERSON BLVDPITTSBURGHPA15208GENERAL PURPOSE$5,000
HEARTH
1640 WASHINGTON STREETBOSTONMA02118GENERAL PURPOSE$5,000
HOSANNA INDUSTRIES
109 RINARD LANEROCHESTERPA15074GENERAL / CHARITABLE PURPOSE$3,000
LAUGHLIN CHILDREN'S CENTER
424 FREDERICK AVESEWICKLEYPA15143GENERAL PURPOSE$8,000
LEADING HEARTS-THE HEART FOUNDATION
31822 VILLAGE CENTER ROAD STE 208WESTLAKE VILLAGECA91361GENERAL PURPOSE$5,000
OUR CLUBHOUSE
2816 SMALLMAN STREETPITTSBURGHPA15222GENERAL PURPOSE$5,400
PITTSBURGH KIDS FOUNDATION
116 FEDERAL STREETPITTSBURGHPA15212GENERAL PURPOSE$3,000
PITTSBURGH PARKS CONSERVANCY
2000 TECHNOLOGY DRIVE STE 300PITTSBURGHPA15219GENERAL / CHARITABLE PURPOSE$3,000
PITTSBURGH SYMPHONY AND ORCHESTRA
600 PENN AVENUEPITTSBURGHPA15222GENERAL / CHARITABLE PURPOSE$3,000
SALVATION ARMY
PO BOX 742CARNEGIEPA15106GENERAL / CHARITABLE PURPOSE$5,000
SAMARITAN COUNSELING CENTER
1106 OHIO RIVER BLVDSEWICKLEYPA15143GENERAL / CHARITABLE PURPOSE$5,000
SEWICKLEY ACADEMY
315 ACADEMY AVENUESEWICKLEYPA15143GENERAL PURPOSE$50,000
SEWICKLEY VALLEY YMCA
625 BLACKBURN RDSEWICKLEYPA15143GENERAL PURPOSE$5,000
THE VETERANS BREAKFAST CLUB
200 MAGNOLIA PLACEPITTSBURGHPA15228GENERAL PURPOSE$2,000
UNITED WAY OF ALLEGHENY COUNTY
1250 PENN AVENUE PO BOX 735PITTSBURGHPA15230GENERAL / CHARITABLE PURPOSE$15,000
VERMONT CENTER FOR ECOSTUDIES
20 PALMER CTWHITE RIVER JUNCTIONVT05001GENERAL PURPOSE$10,000
WESTERN PA CONSERVANCY
800 WATERFRONT DRIVEPITTSBURGHPA15222GENERAL / CHARITABLE PURPOSE$2,000
WOMEN'S CENTER & SHELTER OF GREATER PITTSBURGH
PO BOX 9024PITTSBURGHPA15224GENERAL / CHARITABLE PURPOSE$5,000
CHILDREN'S HOSPITAL OF PITTSBURGH
4401 PENN AVENUEPITTSBURGHPA15224GENERAL / CHARITABLE PURPOSE$50,000
JUDSON MIDDLE SCHOOL - SALEM KEIZER SCHOOL DISCTRICT
2450 LANCASTER DR NESALEMOR97305GENERAL / CHARITABLE PURPOSE$10,000
LITTLE SEWICKLEY CREEK WATERSHED ASSOC
218 DONOHOE ROADGREENSBURGPA15601GENERAL / CHARITABLE PURPOSE$4,000
NATIONAL FLAG FOUNDATION
1275 BEDFORD AVENUEPITTSBURGHPA15219GENERAL / CHARITABLE PURPOSE$25,000
UNION AID SOCIETY
601 THORN STREETSEWICKLEYPA15143GENERAL PURPOSE$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$422,400TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$18,519ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$187,516ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$11,050ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$108,210ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$325,295ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$325,295TotalIncomeProducingActyAmt

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)
CategoryPROFESSIONAL FEESCategoryTxt
Amt$2,950Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MORGAN STANLEY INVESTMENTS$4,293,053$4,599,029
WELLS FARGO$1,756,582$1,912,662
SCOTTRADE IRA$664,893$600,930

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemKNIGHTSBRIDGE HOLDINGS V LPCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$268,542BookValueAmt
EOYFMV$268,542EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREPORTABLE INCOME (EXPENSE)FROM K-1'SDesc
Amt$15,600Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
DATA BROADCASTING/ INVESTMENT EXPENSES$32,033$32,033$0
TELEPHONE$5,020$0$0
INVESTMENT EXPENSES FROM K-1'S-KNIGHTSBRIDGE$3,483$3,483$0
INSURANCE$1,421$0$0
BANK SERVICE CHARGES$160$0$0
POSTAGE$7$0$0
OFFICE SUPPLIES$3,285$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
KNIGHTSBRIDGE HOLDINGS$10,221$10,221$10,221
NONDIVIDEND DISTRIBUTIONS$829$0$829

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescNON REPORTABLE IRA INCOME (EXPENSE)Desc
Amt$9,479Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$2,586$2,586$0
EXCISE TAXES$3,626$0$0

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