MCKAMISH FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- MCKAMISH FAMILY FOUNDATION (EIN 27-5137609)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-09
- IRS object ID
- 201613149349101031
- Schema version
- 2015v2.1
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-09T14:28:17-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 251408703 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHNEIDER DOWNS & CO INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PPG PLACE SUITE 1700 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 275137609 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MCKAMISH FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MCKA | BusinessNameControlTxt |
| Phone | 4127816262 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 55TH STREET | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15201 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH D OSBORN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4127816262 | PhoneNum |
| Signature | 2016-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EUGENE J LOGAN | PreparerPersonNm |
| PTIN | P00227231 | PTIN |
| Phone | 4122613644 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,970,704 | 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 | $545,175 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $85,992 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $85,992 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $132,161 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $771,271 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $132,161 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $760 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $56,234 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $764,088 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $274,387 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $32,966 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $32,966 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,016 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,251 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $625 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $625 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $41,607 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $34,217 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $625 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $230,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $230,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $272,107 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $34,217 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $231,125 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $491,981 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $240,170 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $863,201 | CashBOYAmt |
| Cash EOY | $542,471 | CashEOYAmt |
| Cash EOYFMV | $542,471 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $45,395 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $170,091 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $170,901 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $4,293,105 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,000,356 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,257,332 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,201,701 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,712,918 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,970,704 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $5,201,701 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,712,918 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,201,701 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,712,918 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,201,701 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,712,918 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,201,701 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $491,981 | ExcessRevenueOverExpensesAmt |
| Other Increases | $19,236 | OtherIncreasesAmt |
| Subtotal | $5,712,918 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,712,918 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES SHORT TERM | $26,074 | $0 | $26,798 | -$724 | -$724 | |
| PUBLICLY TRADED SECURITIES LONG TERM | $587,437 | $612,312 | -$24,875 | -$24,875 | ||
| CAPITAL GAINS DIVIDENDS | $157,760 | $157,760 | $157,760 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $132,161 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $197,117 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,921,482 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.040052 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $254,779 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,628,116 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.055050 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $212,117 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,728,938 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.056884 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $155,394 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,848,528 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.054552 | DistributionYr4Rt |
| Total Distribution | 0.206538 | TotalDistributionRt |
| Average Distribution | 0.051635 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,778,322 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $298,364 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,402 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $300,766 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $231,125 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,803 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,803 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,803 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,428 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,428 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $6 | EsPenaltyAmt |
| Overpayment | $619 | OverpaymentAmt |
| Applied To ES Tax | $619 | 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 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSEPH D OSBORN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4127816262 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 55TH STREET | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15201 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| JOSEPH D OSBORN | ||||||||
| 50 55TH STREET | PITTSBURGH | PA | 15201 | PRESIDENT & DIRECTOR | 1.00 | $0 | $0 | $0 |
| DENNIS R MCKAMISH | ||||||||
| 50 55TH STREET | PITTSBURGH | PA | 15201 | ASST. TREASURER & DIRECTOR | 1.00 | $0 | $0 | $0 |
| DAVID MCKAMISH | ||||||||
| 50 55TH STREET | PITTSBURGH | PA | 15201 | ASST. TREASURER & DIRECTOR | 1.00 | $0 | $0 | $0 |
| KEVIN MCKAMISH | ||||||||
| 50 55TH STREET | PITTSBURGH | PA | 15201 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| MARIA MCKAMISH | ||||||||
| 50 55TH STREET | PITTSBURGH | PA | 15201 | SECRETARY | 1.00 | $0 | $0 | $0 |
| MELISSA MCKAMISH | ||||||||
| 50 55TH STREET | PITTSBURGH | PA | 15201 | TREASURER | 1.00 | $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 | $5,725,180 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $141,137 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,866,317 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,866,317 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $87,995 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,778,322 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $288,916 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $288,916 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,803 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,803 | TotalTaxAmt |
| Distributable Before Adj | $284,113 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $284,113 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $284,113 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $231,125 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $231,125 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $231,125 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $284,113 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $19,995 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $25,932 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $45,927 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $231,125 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $231,125 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $45,927 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $45,927 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $7,061 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALLISON PARK CHURCH | ||||||||
| 2326 DUNCAN AVENUE | ALLISON PARK | PA | 15101 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| ASSEMBLY OF GOD | ||||||||
| 1445 N BOONVILLE AVE | SPRINGFIELD | MO | 658021894 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| CARING HEARTS MINISTRY INC | ||||||||
| PO BOX 1620 | CRANBERRY TOWNSHIP | PA | 16066 | N/A | PC | GENERAL SUPPORT | $40,000 | |
| CHILDRENS HOSPITAL OF PITTSBURGH FOUNDATION | ||||||||
| 4401 PENN AVENUE CENTRAL PLANT FLR | PITTSBURGH | PA | 15224 | N/A | PC | GENERAL SUPPORT | $60,000 | 3 |
| CHOICES PREGNANCY SERVICES | ||||||||
| 626 5TH AVE | CORAOPOLIS | PA | 15108 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| CITYREACH NETWORK | ||||||||
| 3035 PERRYSVILLE AVE | PITTSBURGH | PA | 15214 | N/A | PC | GENERAL SUPPORT | $8,000 | |
| COMISSION TO EVERY NATION | ||||||||
| PO BOX 291307 | KERRVILLE | TX | 78029 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| CROSSPOINTE FELLOWSHIP CHURCH | ||||||||
| 1640 FM 1252 E | KILGORE | TX | 75662 | N/A | PC | GENERAL SUPPORT | $3,000 | |
| JEREMIAH'S PLACE | ||||||||
| 6435 FRANKSTOWN AVENUE | PITTSBURGH | PA | 15206 | N/A | PC | GENERAL SUPPORT | $500 | |
| LIGHT FOR THE BLIND | ||||||||
| 4110 GRANDCHAMP CIR | PALM HARBOR | FL | 34685 | N/A | PC | GENERAL SUPPORT | $8,000 | |
| MAKE-A-WISH FOUNDATION | ||||||||
| THE GULF TOWER 707 GRANT STREET | PITTSBURGH | PA | 15219 | N/A | PC | GENERAL SUPPORT | $60,000 | 37TH FLOOR |
| MONROEVILLE ASSEMBLY OF GOD | ||||||||
| 4561 OLD WILLIAM PENN HWY | MONROEVILLE | PA | 15146 | N/A | PC | GENREAL SUPPORT | $2,000 | |
| THE NETWORK OF HOPE | ||||||||
| 2326 DUNCAN AVENUE | ALLISON PARK | PA | 15101 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| THINK MISSIONS | ||||||||
| 116 DOBSON RD | MARS | PA | 16046 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| UNIVERSITY OF PITTSBURGH-GREENSBURG | ||||||||
| 128 NORTH CRAIG STREET | PITTSBURGH | PA | 15260 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| UNITED WORLD MISSION | ||||||||
| 205 REGENCY EXECUTIVE PK DR STE 430 | CHARLOTTE | NC | 28217 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $230,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $85,992 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $132,161 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | IRS REFUND | Desc |
| Related Or Exempt Function Incm | $760 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $218,153 | ExclusionAmt |
| Related Or Exempt Function Incm | $760 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $218,913 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11A | LineNumberTxt |
| Relationship Statement | ALL INCOME IS USED TO FURTHER THE EXEPMT PURPOSE OF THE FOUNDATION. | RelationshipStatementTxt |
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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| MCKAMISH INC | ||||||
| 1 | 50 55TH STREET | PITTSBURGH | PA | 15201 | $524,675 | Yes (X) |
| DENNIS JANET MCKAMISH | ||||||
| 2 | 3264 LONG MEADOW DRIVE | HAMPTON | PA | 15101 | $20,000 | Yes (X) |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (18 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 4,000 SHS W P CAREY INC COM | AT COST | $240,292 | $236,000 |
| 15,745.4270 CPG CARLYLE FUND | AT COST | $215,099 | $222,451 |
| 26,492.2150 SHS AMER FUNDS AMCAP | AT COST | $571,872 | $690,917 |
| 13,639.1510 SHS AMERICAN FUNDAMENTAL | AT COST | $554,737 | $691,505 |
| 7,582.4170 SHS AMERICAN NEW WORLD FUND | AT COST | $401,764 | $378,211 |
| 13,677.8390 SHS AMERICAN CAPITAL WORLD | AT COST | $524,517 | $592,523 |
| 10,000 SHS BLACKROCK RES & COMMODITY | AT COST | $96,300 | $71,100 |
| 8,289.91 SHS DAVIS GLOBAL FUND | AT COST | $158,638 | $147,726 |
| 3,628.1910 SHS DAVIS FINANCIAL FUND | AT COST | $153,403 | $147,015 |
| 4,208.6990 SHS FIRST EAGLE | AT COST | $226,109 | $216,958 |
| 6,698.5720 SHS FIRST EAGLE GOLD FUND | AT COST | $160,995 | $78,039 |
| 6,000 SHS ISHARES SILVER TR | AT COST | $147,850 | $79,140 |
| 18,821.0250 SHS LOOMIS SAYLES STRATEGIC | AT COST | $300,461 | $256,907 |
| 19,536.3710 SHS PIMCO TOTAL RETURN FUND | AT COST | $214,195 | $196,732 |
| 14,029.9500 SHS ROYCE TOTAL RETURN FUND | AT COST | $195,092 | $167,097 |
| 10,578.9610 SHS TEMPLETON GLBL BOND FD | AT COST | $141,079 | $121,975 |
| 1,979.5220 SHS PMF TEI FUND | AT COST | $197,952 | $214,845 |
| 42,182.5 SHS PARTNERS GROUP PRIVATE | AT COST | $500,001 | $748,191 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER | Desc |
| Revenue And Expenses Per Books | $625 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $625 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERS GROUP PRIVATE EQUITY (TEI), LLC | $38,663 | ||
| PMF TEI FUND | $17,571 | ||
| IRS REFUND | $0 | $760 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MUTUAL FUND TIMING DIFFERENCE | Desc |
| Amt | $19,236 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $32,966 | Amt |
| Net Investment Income | $32,966 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| TAXES PAID | $2,885 | $0 | $0 | $0 |
| ESTIMATED TAXES | $3,880 | $0 | $0 | $0 |
| FOREIGN TAX | $1,251 | $1,251 | $0 | $0 |
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