FRED AND MAXI BRUHNS FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- FRED AND MAXI BRUHNS FOUNDATION INC (EIN 82-2449017)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-09
- IRS object ID
- 202542829349100814
- 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
- Depreciation Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-09T11:13:47-05:00 | 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 ST 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 | 822449017 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRED AND MAXI BRUHNS FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRED | BusinessNameControlTxt |
| Phone | 4122513083 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 132 HAWTHORNE STREET | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15218 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARYANN SIVAK | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4122513083 | PhoneNum |
| Signature | 2025-10-08 | 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 | 2025-10-08 | 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 | $5,188,219 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $250 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $250 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $133,443 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $133,443 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $159,924 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $349,079 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $159,924 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $520 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $520 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $294,137 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $294,137 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $43,200 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $43,200 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,135 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,135 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,183 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,183 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $93,458 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,692 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $3,729 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $164 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | -$6,520 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $281 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $8,324 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $139,620 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,973 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $64,571 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $283,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $283,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $423,220 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,973 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $348,171 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$129,083 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $291,164 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $685,790 | CashBOYAmt |
| Cash EOY | $466,021 | CashEOYAmt |
| Cash EOYFMV | $466,021 | CashEOYFMVAmt |
| Other Investments BOY | $4,957,604 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,048,454 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,721,953 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,421 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,176 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $409 | LandBOYAmt |
| Land EOY | $245 | LandEOYAmt |
| Land EOYFMV | $245 | LandEOYFMVAmt |
| Total Assets BOY | $5,643,803 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,514,720 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,188,219 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $5,643,803 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,514,720 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,643,803 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,514,720 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,643,803 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,514,720 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,643,803 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$129,083 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,514,720 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,514,720 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 20,500 SH AMERICAN US GOVERNMENT MONEY MARKET FUND CLASS A | P | 2023-06-14 | 2024-06-18 | $20,500 | $20,500 | $0 | $0 |
| 28,000 SH AMERICAN US GOVERNMENT MONEY MARKET FUND CLASS A | P | 2023-06-14 | 2024-12-23 | $28,000 | $28,000 | $0 | $0 |
| 297.9010 SH AMERICAN GROWTH FUND OF AMERICA CLASS A | P | 2021-12-13 | 2024-06-18 | $22,000 | $23,519 | -$1,519 | -$1,519 |
| 526.732 SH AMERICAN GROWTH FUND OF AMERICA CLASS A | P | 2021-12-13 | 2024-12-23 | $40,000 | $41,586 | -$1,586 | -$1,586 |
| 1,264.223 SH JP MORGAN LARGE-CAP GROWTH FUND CLASS A | P | 2021-12-13 | 2024-12-23 | $100,000 | $75,550 | $24,450 | $24,450 |
| CAPITAL GAINS DIVIDENDS | P | $138,579 | $138,579 | $138,579 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $159,924 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,047 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,047 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,047 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,300 | 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 | $2,300 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,747 | 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 | 0 | 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 | MARYANN SIVAK | IndividualWithBooksNm |
| Phone | 4122513083 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 132 HAWTHORNE STREET | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15218 | 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 |
|---|---|---|---|---|---|---|---|---|
| MARYANN SIVAK | ||||||||
| 132 HAWTHORNE STREET | PITTSBURGH | PA | 15218 | PRESIDENT | 28.00 | $43,200 | $0 | $0 |
| JON COULTER | ||||||||
| 132 HAWTHORNE STREET | PITTSBURGH | PA | 15218 | TRUSTEE | 4.00 | $0 | $0 | $0 |
| SIMON MACKENZIE | ||||||||
| 10404 BILBROOK PLACE | AUSTIN | TX | 78748 | TRUSTEE | 2.00 | $0 | $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 | $4,539,559 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $575,906 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $327 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,115,792 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,115,792 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $76,737 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,039,055 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $251,953 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $251,953 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,047 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,047 | TotalTaxAmt |
| Distributable Before Adj | $247,906 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $247,906 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $247,906 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $348,171 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $348,171 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $247,906 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $43,810 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $86,040 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $50,364 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $180,214 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $348,171 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $247,906 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $100,265 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $280,479 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $280,479 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $43,810 | ExcessFromYear3Amt |
| Excess From Year2 | $86,040 | ExcessFromYear2Amt |
| Excess From Year1 | $50,364 | ExcessFromYear1Amt |
| Excess From Current Year | $100,265 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (89 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| AID FOR STARVING CHILDREN | ||||||
| PO BOX 2152 | WINDSOR | CA | 95492 | DONATION | $1,000 | |
| AFRICAN WILDLIFE FOUNDATION | ||||||
| 1100 NEW JERSEY AVE SE | WASHINGTON | DC | 20003 | DONATION | $3,000 | |
| ALLEY CAT RESCUE | ||||||
| PO BOX 585 | MOUNT RAINER | MD | 20712 | DONATION | $3,000 | |
| AMERICAN FARMLAND TRUST | ||||||
| 1150 CONNECTICUT AVE SW | WASHINGTON | DC | 20036 | DONATION | $2,000 | |
| AMERICAN FOREST FOUNDATION INC | ||||||
| 2000 M ST NW STE 550 | WASHINGTON | DC | 20036 | DONATION | $2,000 | |
| AMERICAN FOUNDATION FOR THE BLIND | ||||||
| 1101 WILSON BLVD 6TH FLOOR | ARLINGTON | VA | 22209 | DONATION | $3,000 | |
| AMERICAN FND RELIEF & RECONC MID EAST | ||||||
| 282 PATRICKTOWN RD | SOMERVILLE | ME | 04348 | DONATION | $2,000 | |
| AMERICAN INDIAN COLLEGE FUND | ||||||
| 8333 GREENWOOD BLVD | DENVER | CO | 80221 | DONATION | $3,000 | |
| AMERICAN KIDNEY FUND | ||||||
| 2403 SIDNEY STRET STE 230 | PITTSBURGH | PA | 15203 | DONATION | $3,000 | |
| AMERICAN LEPROSY MISSION | ||||||
| 1 ALM WAY | GREENVILLE | SC | 29601 | DONATION | $3,000 | |
| ANERA | ||||||
| 1111 14TH ST NW SUITE 400 | WASHINGTON | DC | 20005 | DONATION | $4,000 | |
| ANIMAL LEGAL DEFENSE FUND | ||||||
| 525 EAST COTATI AVE | COTATI | CA | 94931 | DONATION | $3,000 | |
| ANIMAL PLACE | ||||||
| 17314 MCCOURTNEY RD | GRASS VALLEY | CA | 95949 | DONATION | $1,000 | |
| APPALACHIAN TRAIL CONSERVANCY | ||||||
| 799 W WASHINGTON S | HARPER FERRY | WV | 25426 | DONATION | $2,000 | |
| ASA SOCIAL FUND FOR HIDDEN PEOPLES | ||||||
| 1323 FAIRSTEAD LANE | PITTSBURGH | PA | 15217 | DONATION | $7,000 | |
| AUDUBON SOCIETY OF WESTERN PENNSYLVANIA | ||||||
| 614 DORSEYVILLE RD | PITTSBURGH | PA | 15238 | DONATION | $3,000 | |
| AUTISM SPEAKS | ||||||
| PO BOX 37148 | BOONE | IA | 50037 | DONATION | $3,000 | |
| BEST FRIENDS ANIMAL SOCIETY | ||||||
| 5001 ANGEL CANYON ROAD | KANAB | UT | 84741 | DONATION | $7,000 | |
| BIDEAWEE | ||||||
| 410 E 38TH ST | NEW YORK | NY | 10016 | DONATION | $3,000 | |
| BORN FREE USA | ||||||
| 8737 COLOSVILLE ROAD 715 | SILVER SPRINGS | MO | 63628 | DONATION | $3,000 | |
| BOYS TOWN | ||||||
| 14100 CRAWFORD ST | BOYS TOWN | NE | 68010 | DONATION | $5,000 | |
| BRAILLE INSTITUTE OF AMERICA | ||||||
| 741 N VERMONT AVE | LOS ANGELES | CA | 90029 | DONATION | $3,000 | |
| BRIDGEPORT HIGH SCHOOL ALUMNI FOUNDATION | ||||||
| 515 JOHNSON AVE | BRIDGEPORT | WV | 26330 | DONATION | $10,000 | |
| CARE USA | ||||||
| 151 ELLIS ST NE | ATLANTA | GA | 30303 | DONATION | $3,000 | |
| CHARITY NAVIGATOR | ||||||
| 299 MARKET STREET SUITE 250 | SADDLE BROOK | NJ | 07663 | DONATION | $500 | |
| CATHOLIC MEDICAL MISSION BOARD | ||||||
| 550 PINETOWN RD SUITE 205 | FORT WASHINTON | PA | 19034 | DONATION | $3,000 | |
| CHRISTIAN APPALACHIAN PROJECT | ||||||
| 485 PONDEROSA DR | PAINTSVILLE | KY | 41240 | DONATION | $5,000 | |
| COMPANION FOR HEROS | ||||||
| 501 GLOUCESTER ST SUITE 102 | BRUNSWICK | GA | 31520 | DONATION | $2,000 | |
| COUNQUER CANCER FOUNDATION | ||||||
| PO BOX 1925 | MERRIFIELD | VA | 22116 | DONATION | $3,000 | |
| DEFENDERS OF WILDLIFE | ||||||
| 130 17TH STREET NW | WASHINGTON | DC | 20036 | DONATION | $3,000 | |
| DOCTORS WITHOUT BORDERS | ||||||
| 40 RECTOR ST 16TH FLOOR | NEW YORK | NY | 10006 | DONATION | $5,000 | |
| DORIS DAY ANIMAL FOUNDATION | ||||||
| 8033 W SUNSET BLVD STE 845 | LOS ANGELES | CA | 90046 | DONATION | $2,000 | |
| FREEDOM SERVICE DOGS OF AMERICA | ||||||
| 7193 SOUTH DILLON COURT | ENGLEWOOD | CO | 80112 | DONATION | $3,000 | |
| FRIENDS OF THE EARTH | ||||||
| PO BOX 7010 | MERRIFIELD | VA | 22116 | DONATION | $2,000 | |
| GALAPACOS CONSERVANCY | ||||||
| 1630 CONNECTICUT AVE NW SUITE 300 | WASHINGTON | DC | 20009 | DONATION | $3,000 | |
| GREATER PITTSBURGH COMMUNITY FOOD BANK | ||||||
| 1 N LINDEN ST | DUQUESNE | PA | 15110 | DONATION | $3,000 | |
| GUIDE DOG FOUNDATION FOR THE BLIND | ||||||
| 371 E JERICHO TPKE | SMITHTOWN | NY | 11787 | DONATION | $5,000 | |
| GUIDING EYES FOR THE BLIND | ||||||
| 611 GRANITE SPRINGS RD | YORKTOWN HEIGHTS | NY | 10598 | DONATION | $3,000 | |
| HABITAT FOR HUMANITY | ||||||
| 285 PEACHTREE CENTER AVE NE | ATLANTA | GA | 30303 | DONATION | $3,000 | |
| HEIFER INTERNATIONAL | ||||||
| 1 WORLD AVE | LITTLE ROCK | AR | 72202 | DONATION | $3,000 | |
| HELEN KELLER INTERNATIONAL | ||||||
| ONE DAG HAMMARSKJOLD PLAZA FLOOR 2 | NEW YORK | NY | 10017 | DONATION | $7,000 | |
| HELP ME SEE | ||||||
| 434 WEST 33RD STREET | NEW YORK | NY | 10001 | DONATION | $3,000 | |
| HUMAN RIGHTS WATCH | ||||||
| 350 FIFTH AVE 34TH FLOOR | NEW YORK | NY | 10118 | DONATION | $2,000 | |
| HUMANE ANIMAL RESCUE | ||||||
| 6926 HAMILTON AVE | PITTSBURGH | PA | 15208 | DONATION | $2,000 | |
| INTERNATIONAL CAMPAIGN FOR TIBET | ||||||
| 1825 JEFFERSON PL NW | WASHINGTON | DC | 20036 | DONATION | $3,000 | |
| INTERNATIONAL EYE FOUNDATION | ||||||
| 10801 CONNECTICUT AVE | KENSINGTON | MD | 20895 | DONATION | $3,000 | |
| INTERNATIONAL MOTHERS DAY SHRINE | ||||||
| 11 E MAIN ST | GRAFTON | WV | 26354 | DONATION | $3,000 | |
| INTERNATIONAL RESCUE COMMITTEE | ||||||
| PO BOX 6068 | ALBERT LEA | MN | 56007 | DONATION | $3,000 | |
| IRONWOOD PIG SANCTUARY | ||||||
| 34656 E CRYSTAL VISIONS RD | MARANA | AZ | 85658 | DONATION | $3,000 | |
| JANE GOODALL INSTITUTE | ||||||
| 1595 SPRING HILL RD STE 550 | VIENNA | VA | 22182 | DONATION | $5,000 | |
| KINDER USA | ||||||
| PO BOX 224846 | DALLAS | TX | 75222 | DONATION | $3,000 | |
| LEADERS DOGS FOR THE BLIND | ||||||
| 1039 S ROCHESTER RD | ROCHESTER HILLS | MI | 48307 | DONATION | $4,000 | |
| LIGHT OF LIFE RESCUE MISSION | ||||||
| 1111 PENN AVE | PITTSBURGH | PA | 15227 | DONATION | $3,000 | |
| LUTHERAN WORLD REFLIEF | ||||||
| 700 LIGHT AVE | BALTIMORE | MD | 21230 | DONATION | $3,000 | |
| MACULAR DEGENERATION ASSOCIATION | ||||||
| 5969 CATTLERIDGE BLVD SUITE 1 | SARASOTA | FL | 34232 | DONATION | $2,000 | |
| MARINE TOYS FOR TOTS FOUNDATION | ||||||
| 18251 QUANTICO GATEWAY DRIVE | TRIANGLE | VA | 22712 | DONATION | $3,000 | |
| MUSCULAR DYSTROPHY ASSOCIATION | ||||||
| 400 PENN CENTER BLVD | PITTSBURGH | PA | 15235 | DONATION | $2,000 | |
| NAMI | ||||||
| 4301 WILSON BLVD SUITE 300 | ARLINGTON | VA | 22203 | DONATION | $3,000 | |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | ||||||
| 1501 REEDSDALE STREET SUITE 105 | PITTSBURGH | PA | 15233 | DONATION | $2,000 | |
| NATIONAL WILDLIFE FEDERATION | ||||||
| PO BOX 1583 | MERRIFIELD | VA | 22116 | DONATION | $3,000 | |
| NATIONAL WORLD WAR II MUSEUM | ||||||
| 945 MAGAZINE ST | NEW ORLEANS | LA | 70130 | DONATION | $1,000 | |
| ORBIS | ||||||
| 1055 CORPORATE CENTER DRIVE | OCONOMOWOK | WI | 53066 | DONATION | $3,000 | |
| OPERATION SMILE | ||||||
| 3641 FACULTY BLVD | VIRGINIA BEACH | VA | 23453 | DONATION | $5,000 | |
| ORPHAN ACRES INCORPORATED | ||||||
| 1183 ROTHFORD RD | VIOLA | ID | 83872 | DONATION | $1,000 | |
| OXFAM AMERICA | ||||||
| 226 CAUSEWAY ST 5TH FLOOR | BOSTON | MA | 02114 | DONATION | $3,000 | |
| PARKINSON'S FOUNDATION | ||||||
| 1359 BROADWAY STE 1509 | NEW YORK | NY | 10018 | DONATION | $4,000 | |
| PAWS WITH A CLAUSE | ||||||
| 4646 DIVISION | WAYLAND | MI | 49348 | DONATION | $3,000 | |
| PEACEFUL VALLEY RESCUE | ||||||
| 8317 DUCKWORTH RD | MILES | TX | 76861 | DONATION | $5,000 | |
| PERKINS SCHOOL FOR THE BLIND | ||||||
| 125 NORTH BEACON STREET | WATERTOWN | MA | 02472 | DONATION | $3,000 | |
| PHYSICIANS COMMITTEE FOR RESPONSIBLE MEDICINE | ||||||
| 5100 WISCONSIN AVENWSUITE 400 | WASHINGTON | DC | 20016 | DONATION | $3,000 | |
| PHYSICIANS FOR HUMAN RIGHTS | ||||||
| 520 8TH AVENUE SUITE 2301 23RD | NEW YORK | NY | 10018 | DONATION | $3,000 | FLOOR |
| PROJECT HOPE | ||||||
| 1220 19TH STREET NW STE 800 | WASHINGTON | DC | 20036 | DONATION | $3,000 | |
| PROSTATE CANCER FOUNDATION | ||||||
| 1250 FOURTH STREET | SANTA MONICA | CA | 90401 | DONATION | $3,000 | |
| PRIDEROCK WILDLIFE REFUGE | ||||||
| PO BOX 1594 | TERRELL | TX | 75160 | DONATION | $3,000 | |
| SAVE THE CHILDREN | ||||||
| 501 KINGS HIGHWAY EAST SUITE 400 | FAIRFIELD | CT | 06825 | DONATION | $3,000 | |
| SAVE THE CHIMPS | ||||||
| PO BOX 12220 | FORT PIERCE | FL | 34979 | DONATION | $3,000 | |
| SAVE THEM ALL | ||||||
| PO BOX 410 | ERATH | LA | 70533 | DONATION | $100 | |
| SEEDLINGS BRAILLE BOOKS FOR CHILDREN | ||||||
| PO BOX 51924 | LIVONIA | MI | 48151 | DONATION | $3,000 | |
| SHRINERS HOSPITAL FOR CHILDREN | ||||||
| 2900 N ROCKY POINT DRIVE | TAMPA | FL | 33607 | DONATION | $5,000 | |
| SLB RADIO | ||||||
| 10 CHILDRENS WAY | PITTSBURGH | PA | 15212 | DONATION | $3,000 | |
| SMILE TRAIN | ||||||
| 633 3RD AVE STE 9 | NEW YORK | NY | 10017 | DONATION | $3,000 | |
| ST JUDE CHILDREN RESEARCH HOSPITAL | ||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | DONATIONDONATION | $5,000 | |
| SPECIAL OLYMPICS OF PENNSYLVANIA | ||||||
| 300 CEDAR RIDGE DRSTE 320 | PITTSBURGH | PA | 15205 | DONATION | $3,000 | |
| UNICEFF | ||||||
| 3 UNITED NATIONS PLAZA | NEW YORK | NY | 10006 | DONATION | $5,000 | |
| USA FOR UNHCR | ||||||
| 1310 L ST NW STE 450 | WASHINGTON | DC | 20005 | DONATION | $3,000 | |
| USO | ||||||
| PO BOX 96860 | WASHINGTON | DC | 20077 | DONATION | $3,000 | |
| VETERANS OF FOREIGN WARS OF THE USA | ||||||
| 200 MARYLAND AVE NE | WASHINGTON | DC | 20002 | DONATION | $3,000 | |
| WESA (PITTSBURGH) | ||||||
| 67 BEDFORD SQ | PITTSBURGH | PA | 15203 | DONATION | $3,000 | |
| WILDNERNESS SOCIETY | ||||||
| 1801 PENNSYLVANIA AVE NW SUITE 200 | WASHINGTON | DC | 20006 | DONATION | $3,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $283,600 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $250 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $133,443 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $520 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $159,924 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $294,137 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $294,137 | 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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL SERVICES | $1,133 | $0 | $1,133 |
| ACCOUNTING FEES | $5,050 | $0 | $5,050 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | LAPTOP COMPUTER | PropertyDesc |
| Acquired | 2021-12-31 | AcquiredDt |
| Cost Or Other Basis | $1,421 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $1,012 | PriorYearDepreciationAmt |
| Computation Method | 200DB | ComputationMethodTxt |
| Life | 5.000000000000 | LifeRt |
| Current Year Expense | $164 | CurrentYearExpenseAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $5,048,454 | BookValueAmt |
| EOYFMV | $4,721,953 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | LAPTOP COMPUTER | CategoryOrItemTxt |
| Cost Or Other Basis | $1,421 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $1,176 | AccumulatedDepreciationAmt |
| Book Value | $245 | BookValueAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $3,135 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,135 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SUPPLIES | $4,663 | $0 | $4,663 |
| OFFICE | $786 | $0 | $786 |
| RENTAL EXPENSES | $2,875 | $0 | $2,875 |
| RETURNED CONTRIBUTIONS | -$16,000 | $0 | $0 |
| INVESTMENT FEES | $281 | $281 | $0 |
| PENALTIES | $875 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Revenue And Expenses Per Books | $520 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $520 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $520 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $2,692 | $2,692 | $0 |
| PAYROLL TAXES | $3,729 | $0 | $3,729 |
| EXCISE TAXES | $87,037 | $0 | $0 |
Comments