THE DAVID S AND KAREN A SHAPIRA FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- THE DAVID S AND KAREN A SHAPIRA FOUNDATION (EIN 25-1711993)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-13
- IRS object ID
- 201713179349100926
- Schema version
- 2016v3.0
- 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
- Schedule B
- Depreciation Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-13T10:02:37-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 251637458 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOUIS PLUNG & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 FT DUQUESNE BLVD STE 1900 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 251711993 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DAVID S AND KAREN A SHAPIRA | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | THED | BusinessNameControlTxt |
| Phone | 4129636200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 KAPPA DRIVE | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15238 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID SHAPIRA | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4129636200 | PhoneNum |
| Signature | 2017-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P00241158 | PTIN |
| Phone | 4122818771 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 204.16.243.146 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-09 | IPDt |
| IP Tm | 15:09:40 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | A1AF2E1E1437B21C2E11EEBAC94F5EB3B2073382 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 10C382E89926611DF85CA23E4E5A7DE3A23DFF22 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2018-03-14 21:41:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,222,318 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $3,716,010 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $168 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $168 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,174 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,174 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $13 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $13 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,718,365 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,355 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $128,619 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $128,619 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $8,778 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $8,778 | PensionEmplBnftDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $33,354 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,147 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $28,207 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $191 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $160 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $18,884 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $18,884 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $38,600 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $38,600 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $154,820 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $136,516 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $18,304 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $383,406 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $141,663 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $241,392 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,543,405 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,543,405 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,926,811 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $141,663 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,784,797 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$208,446 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,082,726 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,021,369 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,021,368 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $14,531 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $14,531 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $14,531 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $1,452,179 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,306,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,185,008 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $3,640 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,467 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $333 | LandBOYAmt |
| Land EOY | $173 | LandEOYAmt |
| Land EOYFMV | $173 | LandEOYFMVAmt |
| Other Assets BOY | $1,238 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,238 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,238 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,551,007 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,343,311 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,222,318 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $3,260 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $4,010 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $3,260 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,010 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $3,547,747 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,339,301 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,547,747 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,339,301 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,551,007 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,343,311 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,547,747 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$208,446 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,339,301 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,339,301 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,314,436 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,027,224 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.574698 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,467,738 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,623,260 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.681082 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,098,476 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,799,647 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.749550 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,295,704 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,814,939 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.815543 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $869,600 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,379,326 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.365482 | DistributionYr5Rt |
| Total Distribution | 3.186355 | TotalDistributionRt |
| Average Distribution | 0.637271 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,814,647 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,793,693 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $0 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,793,693 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,784,797 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14,531 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $14,531 | TotalPaymentsAndCreditsAmt |
| Overpayment | $14,531 | OverpaymentAmt |
| Applied To ES Tax | $14,531 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | shapirafdn.org | WebsiteAddressTxt |
| Individual With Books | LOUIS PLUNG CO LLP | IndividualWithBooksNm |
| Phone | 4122818771 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 FT DUQUESNE BLVD SUITE 1900 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID S SHAPIRA | ||||||||
| 101 KAPPA DRIVE | PITTSBURGH | PA | 15238 | PRESIDENT AND TREASURER | 20.00 | $0 | $0 | $0 |
| CYNTHIA SHAPIRA | ||||||||
| 101 KAPPA DRIVE | PITTSBURGH | PA | 15238 | VICE PRESIDENT | 20.00 | $0 | $0 | $3,600 |
| CHARLES C COHEN | ||||||||
| 101 KAPPA DRIVE | PITTSBURGH | PA | 15238 | SECRETARY | 0.10 | $0 | $0 | $0 |
| LAURA M KARET | ||||||||
| 101 KAPPA DRIVE | PITTSBURGH | PA | 15238 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| DEBORAH B SHAPIRA | ||||||||
| 101 KAPPA DRIVE | PITTSBURGH | PA | 15238 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| JEREMY M SHAPIRA | ||||||||
| 101 KAPPA DRIVE | PITTSBURGH | PA | 15238 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| SHELIA FINE | ||||||||
| 101 KAPPA DRIVE | PITTSBURGH | PA | 15238 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| DAVID J KALSON | ||||||||
| 101 KAPPA DRIVE | PITTSBURGH | PA | 15238 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| JOEL WEINBERG MD | ||||||||
| 101 KAPPA DRIVE | PITTSBURGH | PA | 15238 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| JOSHUA DONNER | ||||||||
| 101 KAPPA DRIVE | PITTSBURGH | PA | 15238 | EXECUTIVE DIRECTOR | 40.00 | $103,952 | $0 | $3,600 |
| DANA LEVINE KUNZMAN | ||||||||
| 101 KAPPA DRIVE | PITTSBURGH | PA | 15238 | PROGRAM OFFICER | 40.00 | $24,667 | $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 | $1,223,360 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,619,619 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $14,531 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,857,510 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,857,510 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $42,863 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,814,647 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $140,732 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $140,732 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $140,732 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $140,732 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $140,732 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,784,797 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,784,797 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,784,797 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $140,732 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $752,427 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,167,205 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,964,175 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,286,575 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,113,075 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $9,283,457 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,784,797 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $140,732 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,644,065 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $12,927,522 | 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 | $752,427 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $12,175,095 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,167,205 | ExcessFromYear4Amt |
| Excess From Year3 | $1,964,175 | ExcessFromYear3Amt |
| Excess From Year2 | $2,286,575 | ExcessFromYear2Amt |
| Excess From Year1 | $2,113,075 | ExcessFromYear1Amt |
| Excess From Current Year | $3,644,065 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID S SHAPIRA | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DAVID SHAPIRA | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 KAPPA DRIVE | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15238 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4129632501 | RecipientPhoneNum |
| Recipient Email Address | david.shapira@gianteagle.com | RecipientEmailAddressTxt |
| Form And Info And Materials | FOUNDATION MAKES CONTRIBUTONS ONLY TO APPROVED CHARITABLE ORGANIZATIONS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (73 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 905 WESA | ||||||||
| 67 BEDFORD SQUARE | PITTSBURGH | PA | 15203 | NONE | EXEMPT | CHARITABLE | $1,000 | |
| A SCHOOLS | ||||||||
| 1901 CENTRE AVENUE SUITE 302A | PITTSBURGH | PA | 15219 | NONE | EXEMPT | CHARITABLE | $2,500 | |
| ACHIEVA | ||||||||
| 711 BINGHAM STREET | PITTSBURGH | PA | 15203 | NONE | EXEMPT | CHARITABLE | $14,167 | |
| AMERICAN CHESTNUT FOUNDATION | ||||||||
| 206 FOREST RESOURCES LABORATORY | UNIVERSITY PARK | PA | 16802 | NONE | EXEMPT | CHARITABLE | $1,000 | |
| AMERICAN FRIENDS OF BEIT HATFUTSOT | ||||||||
| 633 THIRD AVENUE 21ST FLOOR | NEW YORK | NY | 10017 | NONE | EXEMPT | CHARITABLE | $100,000 | |
| AMERICAN FRIENDS OF LIVNOT U' LEHIBANOT | ||||||||
| PO BOX 811715 | BOCA RATON | FL | 33481 | NONE | EXEMPT | CHARITABLE | $10,000 | |
| AMERICAN FRIENDS OF YAHAD-IN UNUM | ||||||||
| 25 WEST 45TH STREET SUITE 1405 | NEW YORK | NY | 10036 | NONE | EXEMPT | CHARITABLE | $36,000 | |
| AMERICAN PARDES FOUNDATION | ||||||||
| 5 W 37 TH ST 802 | NEW YORK | NY | 10018 | NONE | EXEMPT | CHARITABLE | $170,000 | |
| AMERICAN SOCIETY FOR YAD VASHEM | ||||||||
| 500 FIFTH AVE 42ND FLOOR | NEW YORK | NY | 101104299 | NONE | EXEMPT | CHARITABLE | $250 | |
| ANIMAL RESCUE LEAGUE SHELTER & WILDLIFE CENTER | ||||||||
| 6926 HAMILTON AVE | PITTSBURGH | PA | 15208 | NONE | EXEMPT | CHARITABLE | $25,000 | |
| ANSCHE CHESED | ||||||||
| 251 W 100TH ST | NEW YORK | NY | 10025 | NONE | EXEMPT | CHARITABLE | $2,500 | |
| BBYO | ||||||||
| 5738 DARLINGTON ROAD | PITTSBURGH | PA | 15217 | NONE | EXEMPT | CHARITABLE | $5,000 | |
| BLIND & VISION REHABILITATION SERVICES OF PITTSBURGH | ||||||||
| 1816 LOCUST ST | PITTSBURGH | PA | 15219 | NONE | EXEMPT | CHARITABLE | $2,500 | |
| BRANDEIS UNIVERSITY | ||||||||
| 415 SOUTH STREET M/S 100 | WALTHAM | MA | 024532728 | NONE | EXEMPT | CHARITABLE | $171,500 | |
| BRIGHAM AND WOMEN'S HOSPITAL | ||||||||
| 75 FRANCIS STREET | BOSTON | MA | 02115 | NONE | EXEMPT | CHARITABLE | $100,000 | |
| CARNEGIE MELLON UNIVERSITY | ||||||||
| 6 PPG PLACE 11TH FLOOR | PITTSBURGH | PA | 15222 | NONE | EXEMPT | CHARITABLE | $45,000 | |
| CARNEGIE MUSEUMS OF PITTSBURGH | ||||||||
| 4400 FORBES AVENUE | PITTSBURGH | PA | 15213 | NONE | EXEMPT | CHARITABLE | $1,250 | |
| CATHOLIC CHARITIES OF NEW YORK | ||||||||
| 1011 FIRST AVENUE 11TH FLOOR | NEW YORK | NY | 10022 | NONE | EXEMPT | CHARITABLE | $250 | |
| CHASDEI AVOS | ||||||||
| 415 MARTIN LUTHER KING DR | LAKEWOOD | NJ | 087014848 | NONE | EXEMPT | CHARITABLE | $3,500 | |
| COMMUNITY DAY SCHOOL | ||||||||
| 6401-07 FORBES AVE | PITTSBURGH | PA | 15217 | NONE | EXEMPT | CHARITABLE | $115,000 | |
| CROHN'S & COLITIS FOUNDATION OF AMERICA | ||||||||
| 300 PENN CENTER BLVD 401 | PITTSBURGH | PA | 15235 | NONE | EXEMPT | CHARITABLE | $1,250 | |
| FOX CHAPEL COUNTRY DAY SCHOOL INC | ||||||||
| 620 SQUAW RUN RD E | PITTSBURGH | PA | 15238 | NONE | EXEMPT | CHARITABLE | $25,000 | |
| FOX CHAPEL DISTRICT ASSOCIATION | ||||||||
| PO BOX 111595 | PITTSBURGH | PA | 15238 | NONE | EXEMPT | CHARITABLE | $500 | |
| FRIENDS OF MOSAIC UNITED | ||||||||
| 27777 FRANKLIN RD STE 2500 | SOUTHFIELD | MI | 480348222 | NONE | EXEMPT | CHARITABLE | $87,500 | |
| FRIENDSHIP CIRCLE OF PITTSBURGH INC | ||||||||
| 5872 NORTHUMBERLAND | PITTSBURGH | PA | 15217 | NONE | EXEMPT | CHARITABLE | $3,600 | |
| GOODWILL COLUMBUS | ||||||||
| 1331 EDGEHILL ROAD | COLUMBUS | OH | 432123163 | NONE | EXEMPT | CHARITABLE | $2,500 | |
| GREATER MIAMI JEWISH FEDERATION | ||||||||
| 4200 BISCAYNE BLVD | MIAMI | FL | 33137 | NONE | EXEMPT | CHARITABLE | $250 | |
| HEBREW CHARTER SCHOOL CENTER | ||||||||
| 729 SEVENTH AVENUE 9TH FLOOR | NEW YORK | NY | 10019 | NONE | EXEMPT | CHARITABLE | $50,000 | |
| HEBREW INSTITUTE OF RIVERDALE - THE BAYIT | ||||||||
| 3700 HENRY HUDSON PKWY | BRONX | NY | 10463 | NONE | EXEMPT | CHARITABLE | $250 | |
| HILLEL ACADEMY OF PITTSBURGH | ||||||||
| 5685 BEACON ST | PITTSBURGH | PA | 15217 | NONE | EXEMPT | CHARITABLE | $91,000 | |
| HILLEL INTERNATIONAL | ||||||||
| SCHUSTERMAN INTL CTR 800 EIGHTH ST | WASHINGTON | DC | 200013724 | NONE | EXEMPT | CHARITABLE | $711,506 | NW |
| HILLEL JEWISH UNIVERSITY CENTER | ||||||||
| 4607 FORBES AVENUE | PITTSBURGH | PA | 15213 | NONE | EXEMPT | CHARITABLE | $17,500 | |
| HOLOCAUST CENTER OF PITTSBURGH | ||||||||
| 826 HAZELWOOD AVENUE | PITTSBURGH | PA | 15217 | NONE | EXEMPT | CHARITABLE | $2,500 | |
| IMANI CHRISTIAN ACADEMY | ||||||||
| 2150 EAST HILLS DRIVE | PITTSBURGH | PA | 15221 | NONE | EXEMPT | CHARITABLE | $2,500 | |
| ISRAEL & CO | ||||||||
| 1460 BROADWAY | NEW YORK | NY | 10036 | NONE | EXEMPT | CHARITABLE | $50,000 | |
| ISRAEL INSTITUTE | ||||||||
| 1250 EYE STREET NW SUITE 710 | WASHINGTON | DC | 20005 | NONE | EXEMPT | CHARITABLE | $70,000 | |
| ISRAEL VENTURE NETWORK - TANDEM FUND | ||||||||
| TANDEM FUND 540 COWPER STSTE 200 | PALO ALTO | CA | 94301 | NONE | EXEMPT | CHARITABLE | $25,000 | |
| JCHAI | ||||||||
| 274 BRYN MAWR AVE | BRYN MAWR | PA | 19010 | NONE | EXEMPT | CHARITABLE | $1,000 | |
| JEWISH AGENCY FOR ISRAEL - NORTH AMERICAN COUNCIL | ||||||||
| 633 3RD AVENUE 2100 | NEW YORK | NY | 10017 | NONE | EXEMPT | CHARITABLE | $500 | |
| JEWISH COMMUNAL FUND | ||||||||
| 575 MADISON AVE 703 | NEW YORK | NY | 10022 | NONE | EXEMPT | CHARITABLE | $10,000 | |
| JEWISH COMMUNITY CENTER | ||||||||
| 5738 FORBES AVE | PITTSBURGH | PA | 15217 | NONE | EXEMPT | CHARITABLE | $110,250 | |
| JEWISH FEDERATION OF GREATER PITTSBURGH | ||||||||
| 234 MCKEE PLACE | PITTSBURGH | PA | 15213 | NONE | EXEMPT | CHARITABLE | $1,004,215 | |
| JEWISH FUNDERS NETWORK | ||||||||
| 7318 GERMANTOWN AVENUE | PHILADELPHIA | PA | 19119 | NONE | EXEMPT | CHARITABLE | $15,000 | |
| JFILM | ||||||||
| 1789 S BRADDOCK AVE 565 | PITTSBURGH | PA | 15218 | NONE | EXEMPT | CHARITABLE | $2,500 | |
| JOSEPH & FLORENCE MANDEL JEWISH DAY SCHOOL | ||||||||
| 26500 SHAKER BLVD | BEACHWOOD | OH | 44122 | NONE | EXEMPT | CHARITABLE | $250 | |
| JPRO NETWORK | ||||||||
| 25 BROADWAY SUITE 1700 | NEW YORK | NY | 10004 | NONE | EXEMPT | CHARITABLE | $10,000 | |
| KIDSVOICE | ||||||||
| 437 GRANT STREET | PITTSBURGH | PA | 15219 | NONE | EXEMPT | CHARITABLE | $5,000 | |
| LEAD PITTSBURGH | ||||||||
| 625 LIBERTY AVENUE SUITE 3110 | PITTSBURGH | PA | 15222 | NONE | EXEMPT | CHARITABLE | $1,000 | |
| MID KANSAS JEWISH FEDERATION | ||||||||
| 400 N WOODLAWN ST STE 8 | WICHITA | KS | 67208 | NONE | EXEMPT | CHARITABLE | $500 | |
| NEW AVENUES TO INDEPENDENCE INC | ||||||||
| 17608 EUCLID AVE | CLEVELAND | OH | 44112 | NONE | EXEMPT | CHARITABLE | $2,500 | |
| OBERLIN COLLEGE | ||||||||
| 50 WEST LORAIN STREET | OBERLIN | OH | 44074 | NONE | EXEMPT | CHARITABLE | $143,000 | |
| ONETABLE | ||||||||
| 79 MADISON AVENUE 2ND FLOOR | NEW YORK | NY | 10016 | NONE | EXEMPT | CHARITABLE | $100,000 | |
| OUR CLUBHOUSE | ||||||||
| 2816 SMALLMAN STREET | PITTSBURGH | PA | 15222 | NONE | EXEMPT | CHARITABLE | $1,150 | |
| PEF ISRAEL ENDOWMENT FUNDS INC - JSOC | ||||||||
| 630 THIRD AVE STE 1501 | NEW YORK | NY | 10017 | NONE | EXEMPT | CHARITABLE | $15,000 | |
| PITTSBURGH BALLET THEATRE | ||||||||
| 2900 LIBERTY AVENUE | PITTSBURGH | PA | 15201 | NONE | EXEMPT | CHARITABLE | $5,000 | |
| PITTSBURGH CULTURAL TRUST | ||||||||
| 803 LIBERTY AVENUE | PITTSBURGH | PA | 15222 | NONE | EXEMPT | CHARITABLE | $10,000 | |
| PITTSBURGH SYMPHONY ORCHESTRA | ||||||||
| 600 PENN AVENUE | PITTSBURGH | PA | 15222 | NONE | EXEMPT | CHARITABLE | $10,000 | |
| POINT PARK UNIVERSITY | ||||||||
| 201 WOOD STREET | PITTSBURGH | PA | 15222 | NONE | EXEMPT | CHARITABLE | $5,000 | |
| POWER | ||||||||
| 1429 N 11TH STREET | PHILADELPHIA | PA | 19122 | NONE | EXEMPT | CHARITABLE | $1,750 | |
| RAMAH OUTDOOR ADVENTURE AT RAMAH IN THE ROCKIES | ||||||||
| 300 S DAHLIA ST | DENVER | CO | 80246 | NONE | EXEMPT | CHARITABLE | $3,600 | |
| RODEF SHALOM | ||||||||
| 4905 FIFTH AVE | PITTSBURGH | PA | 15213 | NONE | EXEMPT | CHARITABLE | $5,000 | |
| SAR ACADEMY | ||||||||
| 655 W 254TH ST | BRONX | NY | 10471 | NONE | EXEMPT | CHARITABLE | $65,000 | |
| SHADHIKA | ||||||||
| 1031 33RD STREET SUITE 174 | DENVER | CO | 80205 | NONE | EXEMPT | CHARITABLE | $3,000 | |
| SQUIRREL HILL COMMUNITY FOOD PANTRY | ||||||||
| 828 HAZELWOOD AVE | PITTSBURGH | PA | 15217 | NONE | EXEMPT | CHARITABLE | $250 | |
| SQUIRREL HILL HEALTH CENTER | ||||||||
| 4516 BROWNS HILL ROAD | PITTSBURGH | PA | 15217 | NONE | EXEMPT | CHARITABLE | $19,167 | |
| STEELTOWN ENTERTAINMENT PROJECT | ||||||||
| 2100 WHARTON ST 620 | PITTSBURGH | PA | 15203 | NONE | EXEMPT | CHARITABLE | $500 | |
| TEMPLE SINAI | ||||||||
| 5505 FORBES AVE | PITTSBURGH | PA | 15217 | NONE | EXEMPT | CHARITABLE | $250 | |
| THE ASSOCIATED JEWISH FEDERATION OF BALTIMORE | ||||||||
| 101 W MT ROYAL AVENUE | BALTIMORE | MD | 21201 | NONE | EXEMPT | CHARITABLE | $36,000 | |
| THE FOUNDATION OF THE NEO-RENAISSANCE | ||||||||
| 2704 ARMSTRONG AVE | LOS ANGELES | CA | 90039 | NONE | EXEMPT | CHARITABLE | $3,000 | |
| THE FOUNDATION SCHOOLS | ||||||||
| 1330 MCCORMICK DRIVE | LARGO | MD | 20774 | NONE | EXEMPT | CHARITABLE | $500 | |
| THE JEWISH FEDERATIONS OF NORTH AMERICA | ||||||||
| WALL STREET STATION PO BOX 157 | NEW YORK | NY | 10268 | NONE | EXEMPT | CHARITABLE | $2,500 | |
| THE PITTSBURGH FOUNDATION | ||||||||
| 5 PPG PL 250 | PITTSBURGH | PA | 15222 | NONE | EXEMPT | CHARITABLE | $250 | |
| WQED MULTIMEDIA | ||||||||
| FIFTH AVENUE | PITTSBURGH | PA | 15213 | NONE | EXEMPT | CHARITABLE | $3,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,543,405 | 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) |
|---|---|---|
| Related Or Exempt Function Incm | $168 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,174 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $13 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,174 | ExclusionAmt |
| Related Or Exempt Function Incm | $181 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,355 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | EARNINGS FROM INVESTMENTS ARE USED TO MAKE CHARITABLE DONATIONS |
| 4 | EARNINGS FROM INVESTMENTS ARE USED TO MAKE CHARITABLE DONATIONS |
| 7 | EARNINGS FROM INVESTMENTS ARE USED TO MAKE CHARITABLE DONATIONS |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID SHAPIRA | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O 101 KAPPA DRIVE | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15238 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $3,716,010 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| OFFICE FURNITURE | 2012-05-17 | $1,980 | $819 | 200DB | 5.000000000000 | $114 | $0 |
| COMPUTER EQUIPMENT | 2012-05-17 | $728 | $364 | 200DB | 3.000000000000 | $0 | $0 |
| COMPUTER SOFTWARE | 2012-05-17 | $192 | $96 | 200DB | 3.000000000000 | $0 | $0 |
| DESK | 2013-08-03 | $526 | $148 | 200DB | 7.000000000000 | $33 | $0 |
| FILE CABINET | 2013-08-06 | $214 | $60 | 200DB | 7.000000000000 | $13 | $0 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| EQT GP HOLDINGS LP | AT COST | $1,356,005 | $1,149,828 |
| EQT MIDSTREAM PARTNERS LP | AT COST | $949,995 | $1,035,180 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| OFFICE FURNITURE | $1,980 | $1,923 | $57 |
| COMPUTER EQUIPMENT | $728 | $728 | $0 |
| COMPUTER SOFTWARE | $192 | $192 | $0 |
| DESK | $526 | $444 | $82 |
| FILE CABINET | $214 | $180 | $34 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE FROM PNC BANK | Desc |
| BOY Book Value | $1,238 | BOYBookValueAmt |
| EOY Book Value | $1,238 | EOYBookValueAmt |
| EOYFMV | $1,238 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $371 | $371 | $0 |
| COMPUTER SUPPLIES AND EXPENSE | $1,029 | $0 | $1,029 |
| DUES AND SUBSCRIPTIONS | $5,890 | $0 | $5,890 |
| INSURANCE | $1,571 | $0 | $1,571 |
| OFFICE SUPPLIES AND EXPENSE | $2,614 | $0 | $2,614 |
| PARKING | $7,200 | $0 | $7,200 |
| PARTNERSHIP DEDUCTIONS - EQT | $70,130 | $70,130 | $0 |
| PARTNERSHIP DEDUCTIONS - EQT MIDSTREAM | $66,015 | $66,015 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME FROM CLASS ACTION SETTLEMENTS | Desc |
| Revenue And Expenses Per Books | $13 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $13 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $13 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DUE TO UNRELATED PARTY | $30 | $30 |
| AMEX PAYABLE | $464 | $355 |
| PAYROLL LIABILITIES PAYABLE | $2,766 | $3,625 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTING FEES | $27,207 | $0 | $27,207 |
| INVESTMENT FEES | $5,147 | $5,147 | $0 |
| OTHER | $1,000 | $0 | $1,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $191 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments