STEIN RICH FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- STEIN RICH FAMILY FOUNDATION (EIN 27-3556436)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-04-17
- IRS object ID
- 201601089349100400
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-04-17T10:04:25-05:00 | 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 | 273556436 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEIN RICH FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STEI | BusinessNameControlTxt |
| Phone | 4127990106 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 WESTMORELAND FARM LANE | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15215 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BETTY SUE RICH | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4127990106 | PhoneNum |
| Signature | 2016-04-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SUSAN M KIRSCH | PreparerPersonNm |
| PTIN | P00341397 | PTIN |
| Phone | 4122613644 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,829,790 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $41,715 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $38,980 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $50,962 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $87,575 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $50,962 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $92,677 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $89,942 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,053 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $513 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,540 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $9,224 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $9,224 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,586 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $186 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,863 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,923 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,540 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $97,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $97,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $110,363 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,923 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $99,040 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$17,686 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $80,019 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $9,360 | CashBOYAmt |
| Cash EOY | $67,754 | CashEOYAmt |
| Cash EOYFMV | $67,754 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,726,656 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,124,167 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,273,680 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $315,200 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $303,881 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $211,620 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $184,475 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,736,016 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,718,741 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,829,790 | 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 | $1,736,016 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,718,741 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,736,016 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,718,741 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,736,016 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,718,741 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,736,016 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$17,686 | ExcessRevenueOverExpensesAmt |
| Other Increases | $411 | OtherIncreasesAmt |
| Subtotal | $1,718,741 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,718,741 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES SHORT TERM | $36,613 | -$36,613 | -$36,613 | ||
| PUBLICLY TRADED SECURITIES LONG TERM | $49,957 | $49,957 | $49,957 | ||
| CAPITAL GAINS DIVIDENDS | $37,618 | $37,618 | $37,618 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $50,962 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $91,490 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,998,267 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.045785 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $55,624 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,905,878 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.029185 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $55,488 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,746,213 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.031776 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $63,399 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,638,134 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.038702 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,089,460 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.000000 | DistributionYr5Rt |
| Total Distribution | 0.145448 | TotalDistributionRt |
| Average Distribution | 0.029090 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,918,881 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $55,820 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $800 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $56,620 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $99,040 | 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 | $800 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $800 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $800 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,200 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,200 | TotalPaymentsAndCreditsAmt |
| Overpayment | $400 | OverpaymentAmt |
| Applied To ES Tax | $400 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | BETTY SUE RICH | IndividualWithBooksNm |
| Phone | 4127990106 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 WESTMORELAND FARM LANE | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15215 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| ALVIN J STEIN | ||||||||
| 3 WESTMORELAND FARM LANE | PITTSBURGH | PA | 15215 | CHAIRMAN | 2.00 | $0 | $0 | $0 |
| BETTY SUE RICH | ||||||||
| 3 WESTMORELAND FARM LANE | PITTSBURGH | PA | 15215 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| JUDITH H STEIN | ||||||||
| 3 WESTMORELAND FARM LANE | PITTSBURGH | PA | 15215 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| LAWRENCE S RICH | ||||||||
| 3 WESTMORELAND FARM LANE | PITTSBURGH | PA | 15215 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| DEBORAH F GRAVER | ||||||||
| 610 SMITHFIELD STREET 400 | PITTSBURGH | PA | 15222 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,862,206 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $85,897 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,948,103 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,948,103 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $29,222 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,918,881 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $95,944 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $95,944 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $800 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $800 | TotalTaxAmt |
| Distributable Before Adj | $95,144 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $95,144 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $95,144 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $99,040 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $99,040 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $800 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $98,240 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $95,144 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $96,253 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $99,040 | QualifyingDistributionsAmt |
| Applied To Year1 | $96,253 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,787 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | 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 | $92,357 | 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) |
|---|---|---|
| Contributing Manager | ALVIN J STEIN | ContributingManagerNm |
| Contributing Manager | BETTY SUE RICH | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMIMAL FRIENDS | ||||||||
| 562 CAMP HORNE ROAD | PITTSBURGH | PA | 15237 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| CHILDREN'S HOSPITAL OF PITTSBURGH FOUNDATION | ||||||||
| ONE CHILDRENS HOSPITAL DRIVE 4401 | PITTSBURGH | PA | 152241342 | N/A | PC | GENERAL SUPPORT | $10,000 | PENN AVENUE CENTRAL PLANT FLOOR 3 |
| DEFENDERS OF FREEDOM | ||||||||
| 225 W STATION SQUARE DR STE 620 | PITTSBURGH | PA | 15219 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| JEWISH COMMUNITY CENTER OF GREATER PITTSBURGH | ||||||||
| 5738 FORBES AVENUE | PITTSBURGH | PA | 15217 | N/A | PC | TO SUPPORT THE EMMA KAUFMANN CAMP | $12,500 | |
| JEWISH FEDERATION OF GREATER PITTSBURGH | ||||||||
| 234 MCKEE PLACE | PITTSBURGH | PA | 15213 | N/A | PC | GENERAL SUPPORT | $15,000 | |
| JEWISH FEDERATION OF GREATER PITTSBURGH | ||||||||
| 234 MCKEE PLACE | PITTSBURGH | PA | 15213 | N/A | PC | BNAI ISRAEL CEMETARY ENDOWMENT FUND | $10,000 | |
| JEWISH FEDERATION OF GREATER PITTSBURGH | ||||||||
| 234 MCKEE PLACE | PITTSBURGH | PA | 15213 | N/A | PC | TO SUPPORT THE PITTSBURGH HOLOCAUST CENTER | $5,000 | |
| THE EDUCATION PARTNERSHIP | ||||||||
| 281 CORLISS ST | PITTSBURGH | PA | 15220 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| THE PITTSBURGH FOUNDATION - LIVE LIKE LOU FUND | ||||||||
| FIVE PPG PLACE SUITE 250 | PITTSBURGH | PA | 15222 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| UNITED STATES HOLOCAUST MEMORIAL MUSEUM | ||||||||
| 100 RAOUL WALLENBERG PL SW | WASHINGTON | DC | 20024 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| UNIVERSITY OF PITTSBURGH | ||||||||
| 4200 FIFTH AVE | PITTSBURGH | PA | 15260 | N/A | PC | SCHOOL OF ENGINEERING | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $97,500 | 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 | $41,715 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $50,962 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $92,677 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $92,677 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,053 | Amt |
| Net Investment Income | $513 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,540 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 8,974.443 SHS AB GLOBAL BOND CLASS A | $76,569 | $73,231 |
| 5,736.178 SHS AB LIMITED DUARATION HIGH INCOME CL A | $59,157 | $56,329 |
| 4,857.824 SHS DEUTSCHE STRATEGIC HY TAX-FREE FD-A | $61,177 | $60,188 |
| 6,372.845 SHS EATON VANCE FLOATING RATE FUND CLASS A | $59,157 | $55,380 |
| 5,527.103 SHS FIDELITY LIMITED TERM MUNI INCOME | $59,140 | $58,753 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (30 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 14 SHS ALPHABET INC CL A | $2,257 | $10,892 |
| 14 SHS ALPHABET INC CL C | $2,249 | $10,624 |
| 115 SHS AMAZON.COM INC | $42,960 | $77,727 |
| 168 SHS APPLE INC | $4,806 | $17,684 |
| 250 SHS BERKSHIRE HATHAWAY INC CL B | $34,026 | $33,010 |
| 215 SHS BHP BILLITON LIMITED SPONSORED ADR | $11,820 | $5,538 |
| 100 SHS CHEVRON CORP | $9,648 | $8,996 |
| 315 SHS DICKS SPORTING GOODS INC | $16,821 | $11,135 |
| 210 SHS E ON SE | $3,776 | $2,037 |
| 255 SHS EXELON CORP | $8,171 | $7,081 |
| 125 SHS EXXON MOBIL CORP | $9,686 | $9,744 |
| 665 SHS FORD MOTOR COMPANY | $9,856 | $9,370 |
| 400 SHS GENOMIC HEALTH INC | $6,646 | $14,080 |
| 210 SHS JOHNSON & JOHNSON | $13,680 | $21,571 |
| 285 SHS JPMORGAN CHASE & COMPANY | $10,004 | $18,819 |
| 110 SHS NATIONAL OILWELL VARCO INC | $2,258 | $3,684 |
| 665 SHS NETFLIX.COM | $41,952 | $76,063 |
| 27 SHS NOW INC | $250 | $427 |
| 135 SHS PARKER-HANNIFIN CORP | $11,645 | $13,093 |
| 109 SHS PEPSICO INC | $5,300 | $10,891 |
| 200 SHS PPG INDUSTRIES INC | $9,127 | $19,764 |
| 126 SHS PRICE T ROWE GRP INC | $4,652 | $9,008 |
| 165 SHS QUALCOMM INC | $9,876 | $8,248 |
| 495 SHS SINGAPORE TELECOMMUNICATIONS LTD | $11,167 | $12,806 |
| 86 SHS SOUTH32 LTD | $711 | $328 |
| 450 SHS STARBUCKS CORP | $17,931 | $27,014 |
| 1,073 SHS TAIWAN SEMICONDUCTOR MFG CO LTD | $10,544 | $24,411 |
| 290 SHS UNITED OVERSEAS BK LTD | $5,652 | $8,017 |
| 875 SHS VERIZON COMMUNICATIONS | $43,516 | $40,443 |
| MUTUAL FUNDS | $763,180 | $761,175 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 3,565 SHS ALPS ETF TR ALERIAN MLP ETF | AT COST | $59,129 | $42,958 |
| 500 SHS VANGUARD SECTOR INDEX FDS | AT COST | $46,453 | $41,560 |
| 830 SHS WISDOMTREE TR EUROPE HEDGED EQ | AT COST | $46,954 | $44,662 |
| 485 SHS ISHARES IBOXX INVESTMENT GRADE CORP | AT COST | $59,084 | $55,295 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX COST ADJUSTMENT | Desc |
| Amt | $411 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $9,224 | Amt |
| Net Investment Income | $9,224 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $186 | $186 | $0 |
| EXCISE TAXES PAID | $1,400 | $0 | $0 |
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