THE DAVID S AND KAREN A SHAPIRA FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- THE DAVID S AND KAREN A SHAPIRA FOUNDATION (EIN 25-1711993)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-15
- IRS object ID
- 201623209349102592
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- 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 | 2016-11-15T13:52:49-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | 2016-10-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P00241158 | PTIN |
| Phone | 4122818771 | 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 | $3,045,692 | 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 | $1,500,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $67 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $67 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $202 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $202 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,099 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,099 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,503,368 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,368 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $94,938 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $94,938 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $8,137 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $8,137 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,930 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,930 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $18,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $18,600 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $26,914 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,998 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $15,916 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $39 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $213 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $18,157 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $18,157 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $42,763 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $42,763 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $60,345 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $41,432 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $18,913 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $273,036 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $52,430 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $220,354 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,094,082 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,094,082 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,367,118 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $52,430 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,314,436 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$863,750 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,400,651 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,082,726 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,082,726 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $14,531 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $14,531 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $14,531 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,452,179 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $946,864 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $3,640 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,307 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $546 | LandBOYAmt |
| Land EOY | $333 | LandEOYAmt |
| Land EOYFMV | $333 | LandEOYFMVAmt |
| Other Assets BOY | $1,238 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,238 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,238 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,416,966 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,551,007 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,045,692 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $5,469 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $3,260 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $5,469 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,260 | 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 | $4,411,497 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,547,747 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,411,497 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,547,747 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,416,966 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,551,007 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,411,497 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$863,750 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,547,747 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,547,747 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,467,738 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,623,260 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.681082 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,098,476 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,799,647 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.749550 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,295,704 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,814,939 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.815543 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $869,600 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,379,326 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.365482 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,173,895 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,630,960 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.719757 | DistributionYr5Rt |
| Total Distribution | 3.331414 | TotalDistributionRt |
| Average Distribution | 0.666283 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,027,224 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,683,271 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $0 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,683,271 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,314,436 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 (10 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 | 6.00 | $0 | $0 | $0 |
| CYNTHIA SHAPIRA | ||||||||
| 101 KAPPA DRIVE | PITTSBURGH | PA | 15238 | VICE PRESIDENT | 12.00 | $0 | $0 | $3,900 |
| CHARLES C COHEN | ||||||||
| 101 KAPPA DRIVE | PITTSBURGH | PA | 15238 | SECRETARY | 0.25 | $0 | $0 | $0 |
| LAURA M KARET | ||||||||
| 101 KAPPA DRIVE | PITTSBURGH | PA | 15238 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| DEBORAH B SHAPIRA | ||||||||
| 101 KAPPA DRIVE | PITTSBURGH | PA | 15238 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| JEREMY M SHAPIRA | ||||||||
| 101 KAPPA DRIVE | PITTSBURGH | PA | 15238 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| SHELIA FINE | ||||||||
| 101 KAPPA DRIVE | PITTSBURGH | PA | 15238 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| DAVID J KALSON | ||||||||
| 101 KAPPA DRIVE | PITTSBURGH | PA | 15238 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| JOEL WEINBERG MD | ||||||||
| 101 KAPPA DRIVE | PITTSBURGH | PA | 15238 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| JOSHUA DONNER | ||||||||
| 101 KAPPA DRIVE | PITTSBURGH | PA | 15238 | EXECUTIVE DIRECTOR | 40.00 | $94,938 | $0 | $3,900 |
| 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 | $851,805 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,222,216 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $14,531 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,088,552 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,088,552 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $61,328 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,027,224 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $201,361 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $201,361 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $201,361 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $201,361 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $201,361 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,314,436 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,314,436 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,314,436 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $201,361 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,092,511 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $752,427 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,167,205 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,964,175 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,286,575 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $8,262,893 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,314,436 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $201,361 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,113,075 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $10,375,968 | 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 | $1,092,511 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $9,283,457 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $752,427 | ExcessFromYear4Amt |
| Excess From Year3 | $2,167,205 | ExcessFromYear3Amt |
| Excess From Year2 | $1,964,175 | ExcessFromYear2Amt |
| Excess From Year1 | $2,286,575 | ExcessFromYear1Amt |
| Excess From Current Year | $2,113,075 | 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 (59 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 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 | $12,500 | |
| AGENCY FOR JEWISH LEARNING | ||||||||
| 4905 FIFTH AVENUE 6 | PITTSBURGH | PA | 15213 | NONE | EXEMPT | CHARITABLE | $2,500 | |
| ALUMNI THEATER COMPANY | ||||||||
| 6 ALLEGHENY SQUARE E | PITTSBURGH | PA | 15212 | NONE | EXEMPT | CHARITABLE | $1,000 | |
| 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 | $15,000 | |
| 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 | $135,000 | |
| BRANDEIS UNIVERSITY | ||||||||
| 415 SOUTH STREET M/S 100 | WALTHAM | MA | 024532728 | NONE | EXEMPT | CHARITABLE | $70,000 | |
| CARNEGIE MELLON UNIVERSITY | ||||||||
| 6 PPG PLACE 11TH FLOOR | PITTSBURGH | PA | 15222 | NONE | EXEMPT | CHARITABLE | $12,500 | |
| CARNEGIE MUSEUMS OF PITTSBURGH | ||||||||
| 4400 FORBES AVENUE | PITTSBURGH | PA | 15213 | NONE | EXEMPT | CHARITABLE | $1,250 | |
| CHILDRENS HOME OF PITTSBURGH & LEMIEUX FAMILY CENTER | ||||||||
| 5324 PENN AVENUE | PITTSBURGH | PA | 15224 | NONE | EXEMPT | CHARITABLE | $750 | |
| COMMUNITY DAY SCHOOL | ||||||||
| 6401-07 FORBES AVE | PITTSBURGH | PA | 15217 | NONE | EXEMPT | CHARITABLE | $110,000 | |
| FOX CHAPEL DISTRICT ASSOCIATION | ||||||||
| PO BOX 111595 | PITTSBURGH | PA | 15238 | NONE | EXEMPT | CHARITABLE | $500 | |
| FRIENDSHIP CIRCLE OF PITTSBURGH INC | ||||||||
| 5872 NORTHUMBERLAND | PITTSBURGH | PA | 15217 | NONE | EXEMPT | CHARITABLE | $3,600 | |
| GESHER FOUNDATION USA | ||||||||
| 520 8TH AVENUE 1500 | NEW YORK | NY | 10018 | NONE | EXEMPT | CHARITABLE | $5,000 | |
| HEBREW CHARTER SCHOOL CENTER | ||||||||
| 729 SEVENTH AVENUE 9TH FLOOR | NEW YORK | NY | 10019 | NONE | EXEMPT | CHARITABLE | $50,000 | |
| HILLEL ACADEMY OF PITTSBURGH | ||||||||
| 5685 BEACON STREET | PITTSBURGH | PA | 15217 | NONE | EXEMPT | CHARITABLE | $85,000 | |
| HILLEL INTERNATIONAL | ||||||||
| SCHUSTERMAN INTL CTR 800 EIGHTH ST | WASHINGTON | DC | 200013724 | NONE | EXEMPT | CHARITABLE | $455,587 | NW |
| HILLEL INTERNATIONAL - THE FOUNDATION FOR JEWISH CAMPUS LIFE | ||||||||
| 800 8TH ST NW | WASHINGTON | DC | 20001 | NONE | EXEMPT | CHARITABLE | $365 | |
| HILLEL JEWISH UNIVERSITY CENTER | ||||||||
| 4607 FORBES AVENUE | PITTSBURGH | PA | 15213 | NONE | EXEMPT | CHARITABLE | $11,250 | |
| HOLOCAUST CENTER OF PITTSBURGH | ||||||||
| 826 HAZELWOOD AVENUE | PITTSBURGH | PA | 15217 | NONE | EXEMPT | CHARITABLE | $250 | |
| HOSPICE CARE NETWORK | ||||||||
| 99 SUNNYSIDE BLVD SUITE 2 | WOODBURY | NY | 117972946 | NONE | EXEMPT | CHARITABLE | $250 | |
| IMANI CHRISTIAN ACADEMY | ||||||||
| 2150 EAST HILLS DRIVE | PITTSBURGH | PA | 15221 | NONE | EXEMPT | CHARITABLE | $2,500 | |
| ISRAEL VENTURE NETWORK - TANDEM FUND | ||||||||
| TANDEM FUND 540 COWPER STSTE 200 | PALO ALTO | CA | 94301 | NONE | EXEMPT | CHARITABLE | $25,000 | |
| JEWISH AGENCY FOR ISRAEL - NORTH AMERICAN COUNCIL | ||||||||
| 633 3RD AVENUE 2100 | NEW YORK | NY | 10017 | NONE | EXEMPT | CHARITABLE | $250 | |
| JEWISH ASSISTANCE FUND | ||||||||
| 828 HAZELWOOD AVENUE | PITTSBURGH | PA | 15217 | NONE | EXEMPT | CHARITABLE | $250 | |
| JEWISH FEDERATION OF GREATER PITTSBURGH | ||||||||
| 234 MCKEE PLACE | PITTSBURGH | PA | 15213 | NONE | EXEMPT | CHARITABLE | $629,375 | |
| 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 | |
| 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 | |
| LEADERSHIP PITTSBURGH | ||||||||
| 535 SMITHFIELD STREET | PITTSBURGH | PA | 15222 | NONE | EXEMPT | CHARITABLE | $12,500 | |
| MACEDONIA FACE | ||||||||
| 1835 CENTRE AVE 285 | PITTSBURGH | PA | 15219 | NONE | EXEMPT | CHARITABLE | $200 | |
| NCSY | ||||||||
| 11 BROADWAY | NEW YORK | NY | 10004 | NONE | EXEMPT | CHARITABLE | $300 | |
| OBERLIN COLLEGE | ||||||||
| 50 WEST LORAIN STREET | OBERLIN | OH | 44074 | NONE | EXEMPT | CHARITABLE | $155,500 | |
| OUR CLUBHOUSE | ||||||||
| 2816 SMALLMAN STREET | PITTSBURGH | PA | 15222 | NONE | EXEMPT | CHARITABLE | $500 | |
| PEF ISRAEL ENDOWMENT FUNDS INC - JSOC | ||||||||
| 630 THIRD AVE STE 1501 | NEW YORK | NY | 10017 | NONE | EXEMPT | CHARITABLE | $15,000 | |
| PA CENTER FOR WOMEN & POLITICS CHATHAM UNIVERSITY | ||||||||
| WOODLAND ROAD | PITTSBURGH | PA | 15232 | NONE | EXEMPT | CHARITABLE | $5,000 | |
| 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 | |
| PLANNED PARENTHOOD OF WESTERN PA | ||||||||
| 933 LIBERTY AVENUE | PITTSBURGH | PA | 15222 | NONE | EXEMPT | CHARITABLE | $500 | |
| POINT PARK UNIVERSITY | ||||||||
| 201 WOOD STREET | PITTSBURGH | PA | 15222 | NONE | EXEMPT | CHARITABLE | $17,500 | |
| SHAARE TORAH CONGREGATION | ||||||||
| 2319 MURRAY AVENUE | PITTSBURGH | PA | 15217 | NONE | EXEMPT | CHARITABLE | $500 | |
| SHADHIKA | ||||||||
| 1031 33RD STREET | DENVOR | CO | 80205 | NONE | EXEMPT | CHARITABLE | $3,000 | |
| SOLOMON SCHECHTER SCHOOL OF WESTCHESTER | ||||||||
| 555 W HARTSDALE AVENUE | HARTSDALE | NY | 10530 | NONE | EXEMPT | CHARITABLE | $1,000 | |
| SQUIRREL HILL HEALTH CENTER | ||||||||
| 4516 BROWNS HILL ROAD | PITTSBURGH | PA | 15217 | NONE | EXEMPT | CHARITABLE | $12,500 | |
| THE ASSOCIATED JEWISH FEDERATION OF BALTIMORE | ||||||||
| 101 W MT ROYAL AVENUE | BALTIMORE | MD | 21201 | NONE | EXEMPT | CHARITABLE | $250 | |
| THE SHEARIM USA CHARITABLE TRUST | ||||||||
| PO BOX 2507 | BALA CYNWYD | PA | 19004 | NONE | EXEMPT | CHARITABLE | $500 | |
| THE FORBES FUND | ||||||||
| 5 PPG PL SUITE 250 | PITTSBURGH | PA | 15222 | NONE | EXEMPT | CHARITABLE | $255 | |
| THREE RIVERS COMMUNITY FOUNDATION | ||||||||
| 100 N BRADDOCK AVENUE 302 | PITTSBURGH | PA | 15208 | NONE | EXEMPT | CHARITABLE | $500 | |
| UNITED WAY OF ALLEGHENY COUNTY | ||||||||
| 1250 PENN AVENUE | PITTSBURGH | PA | 15222 | NONE | EXEMPT | CHARITABLE | $15,400 | |
| VENTURE FOR AMERICA | ||||||||
| 40 WEST 29TH ST SUITE 301 | NEW YORK | NY | 10001 | NONE | EXEMPT | CHARITABLE | $2,500 | |
| WESA | ||||||||
| 67 BEDFORD SQUARE | PITTSBURGH | PA | 15203 | NONE | EXEMPT | CHARITABLE | $1,000 | |
| WQED MULTIMEDIA | ||||||||
| FIFTH AVENUE | PITTSBURGH | PA | 15213 | NONE | EXEMPT | CHARITABLE | $3,500 | |
| YESHIVA SCHOOLS OF PITTSBURGH | ||||||||
| 2100 WIGHTMAN STREET | PITTSBURGH | PA | 15217 | NONE | EXEMPT | CHARITABLE | $25,000 | |
| ZICHRON YEHUDA | ||||||||
| 30 KLETSK HILL ROAD | LAKEWOOD | NJ | 08701 | NONE | EXEMPT | CHARITABLE | $3,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,094,082 | 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 | $67 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $202 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $3,099 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $202 | ExclusionAmt |
| Related Or Exempt Function Incm | $3,166 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,368 | 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 Person | DAVID SHAPIRA | ContributorPersonNm |
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 | $1,500,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PROFESSIONAL FEES | CategoryTxt |
| Amt | $18,600 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $18,600 | DisbursementsCharitablePrpsAmt |
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 | $705 | 200DB | 5.000000000000 | $114 | $0 |
| COMPUTER EQUIPMENT | 2012-05-17 | $728 | $337 | 200DB | 3.000000000000 | $27 | $0 |
| COMPUTER SOFTWARE | 2012-05-17 | $192 | $89 | 200DB | 3.000000000000 | $7 | $0 |
| DESK | 2013-08-03 | $526 | $102 | 200DB | 7.000000000000 | $46 | $0 |
| FILE CABINET | 2013-08-06 | $214 | $41 | 200DB | 7.000000000000 | $19 | $0 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | EQT GP HOLDINGS LP | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,452,179 | BookValueAmt |
| EOYFMV | $946,864 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| OFFICE FURNITURE | $1,980 | $1,809 | $171 |
| COMPUTER EQUIPMENT | $728 | $728 | $0 |
| COMPUTER SOFTWARE | $192 | $192 | $0 |
| DESK | $526 | $411 | $115 |
| FILE CABINET | $214 | $167 | $47 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $2,930 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,930 | DisbursementsCharitablePrpsAmt |
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 (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $315 | $315 | $0 |
| COMPUTER SUPPLIES AND EXPENSE | $1,620 | $0 | $1,620 |
| DUES AND SUBSCRIPTIONS | $5,634 | $0 | $5,634 |
| INSURANCE | $1,528 | $0 | $1,528 |
| OFFICE SUPPLIES AND EXPENSE | $1,466 | $0 | $1,466 |
| PARKING | $7,800 | $0 | $7,800 |
| PA REGISTRATION FEES | $15 | $0 | $15 |
| 401(K) ADMIN FEE | $850 | $0 | $850 |
| PARTNERSHIP DEDUCTIONS | $41,117 | $41,117 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| INCOME FROM CLASS ACTION SETTLEMENTS | $433 | $433 | $433 |
| OTHER INCOME | $2,666 | $2,666 | $2,666 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DUE TO UNRELATED PARTY | $30 | $30 |
| AMEX PAYABLE | $261 | $464 |
| 401(K) PAYABLE | $2,665 | $0 |
| PAYROLL LIABILITIES PAYABLE | $2,513 | $2,766 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTING FEES | $15,916 | $0 | $15,916 |
| INVESTMENT FEES | $10,998 | $10,998 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $39 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments