MUCK FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- MUCK FAMILY FOUNDATION (EIN 36-4515100)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-08-12
- IRS object ID
- 201622259349101152
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-08-12T15:12:46-05:00 | 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 | 364515100 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MUCK FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MUCK | BusinessNameControlTxt |
| Phone | 7244431533 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 JOHN ROEBLING WAY | AddressLine1Txt |
| City | SAXONBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 16056 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN M MUCK | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7244431533 | PhoneNum |
| Signature | 2016-07-28 | 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 | 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 | $861,464 | 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 | $29,673 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $29,673 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$3,836 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $104,393 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $25,837 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $29,673 | 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 |
| Taxes Rev And Expnss | $26 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $16 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $16 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $42 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $16 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $33,900 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $33,900 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $33,942 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $33,916 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$8,105 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $29,673 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,411 | CashBOYAmt |
| Cash EOY | $2,369 | CashEOYAmt |
| Cash EOYFMV | $2,369 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $422 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $419 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $419 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $784,772 | CorporateStockBOYAmt |
| Corporate Stock EOY | $725,920 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $810,138 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $49,397 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $48,538 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $786,605 | TotalAssetsBOYAmt |
| Total Assets EOY | $778,105 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $861,464 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $697,454 | CapitalStockBOYAmt |
| Capital Stock EOY | $697,454 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $89,151 | RetainedEarningBOYAmt |
| Retained Earning EOY | $80,651 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $786,605 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $778,105 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $786,605 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $778,105 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $786,605 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$8,105 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $778,500 | SubtotalAmt |
| Other Decreases | $395 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $778,105 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - ST | P | $203 | $203 | $203 | |
| PUBLICLY TRADED SECURITIES - LT | P | $91,092 | -$17,137 | -$17,137 | $108,229 |
| CAPITAL GAINS DIVIDENDS | P | $13,098 | $13,098 | $13,098 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$3,836 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $50,569 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $757,434 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.066764 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $13,400 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $916,709 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.014618 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $41,766 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $752,926 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.055472 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $28,977 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $744,567 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.038918 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $41,882 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $727,456 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.057573 | DistributionYr5Rt |
| Total Distribution | 0.233345 | TotalDistributionRt |
| Average Distribution | 0.046669 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $888,261 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $41,454 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $297 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $41,751 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $33,916 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $593 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $593 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $593 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $520 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $520 | TotalPaymentsAndCreditsAmt |
| Tax Due | $73 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEPHEN M MUCK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7244431533 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 JOHN ROEBLING WAY | AddressLine1Txt |
| City | SAXONBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 16056 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| STEPHEN M MUCK | ||||||||
| 1000 JOHN ROEBLING WAY | SAXONBURG | PA | 16056 | CHAIRMAN/CEO | 1.00 | $0 | $0 | $0 |
| CHRISTINE ROTELLA | ||||||||
| 1000 JOHN ROEBLING WAY | SAXONBURG | PA | 16056 | VICE PRESIDENT (ENTER MAY 2015) | 0.50 | $0 | $0 | $0 |
| MICHAEL BECHTOLD | ||||||||
| 1000 JOHN ROEBLING WAY | SAXONBURG | PA | 16056 | SECRETARY (ENTER MAY 2015) | 0.50 | $0 | $0 | $0 |
| ANGELA MUSILLO | ||||||||
| 1000 JOHN ROEBLING WAY | SAXONBURG | PA | 16056 | TREASURER (ENTER MAY 2015) | 0.50 | $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 | $894,852 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,936 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $901,788 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $901,788 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,527 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $888,261 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $44,413 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $44,413 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $593 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $593 | TotalTaxAmt |
| Distributable Before Adj | $43,820 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $43,820 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $43,820 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $33,916 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $33,916 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $33,916 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $43,820 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,955 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $33,916 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,955 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $31,961 | 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 | $11,859 | 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 | STEPHEN M MUCK | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | STEPHEN M MUCK | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 JOHN ROEBLING WAY | AddressLine1Txt |
| City | SAXONBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 16056 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7244431533 | RecipientPhoneNum |
| Form And Info And Materials | THERE ARE NO REQUIRED FORMAL FORMS BUT THE GRANTEE MUST SUBMIT DOCUMENTATION OF CHARITABLE PURPOSES OF GRANT AND TAX-EXEMPT STATUS OF THE ORGANIZATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THERE ARE NO SUBMISSION DEADLINES | SubmissionDeadlinesTxt |
| Restrictions On Awards | THERE ARE NO RESTRICTIONS ON AWARDS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABIDING MINISTRIES | |||||||
| 731 EXCELSIOR ST | PITTSBURGH | PA | 15210 | N/A | PC | GENERAL SUPPORT | $1,400 |
| CHILDREN'S HOSPITAL OF PITTSBURGH FOUNDATION | |||||||
| 4565 WILLIAM PENN HIGHWAY | MURRYSVILLE | PA | 15668 | N/A | PC | GENERAL SUPPORT | $10,000 |
| FOWNES FOUNDATION | |||||||
| PO BOX 162 | OAKMONT | PA | 15139 | N/A | PC | GENERAL SUPPORT | $10,000 |
| PENN STATE UNIVERSITY | |||||||
| ONE OLD MAIN | UNIVERSITY PARK | PA | 16802 | N/A | PC | GENERAL SUPPORT | $10,000 |
| THE ROXSAN BETTERS ALBANESE FOUNDATION | |||||||
| 3468 BRODHEAD ROAD SUITE 7 | MONACA | PA | 15061 | N/A | PC | GENERAL SUPPORT | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $33,900 | 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 | $29,673 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$3,836 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $25,837 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $25,837 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (20 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 652.611 SHS ABBOTT LABORATORIES | $13,866 | $29,309 |
| 682.096 SHS ABBVIE INC COM. | $16,934 | $40,407 |
| 149 SHS AMGEN INC. | $9,292 | $24,187 |
| 523.139 SHS COCA COLA CO. | $13,808 | $22,474 |
| 894.879 SHS DUKE ENERGY CORP COM. | $47,729 | $63,885 |
| 12 SHS FAIRPOINT COMMUNICATIONS INC. | $106 | $0 |
| 248.464 SHS FRONTIER COMMUNICATIONS CORP. | $1,636 | $1,160 |
| 733.214 SHS JOHNSON & JOHNSON | $44,882 | $75,316 |
| 971.252 SHS PFIZER INC. | $26,388 | $31,352 |
| 5,860.979 SHS PIMCO INCOME STRATEGY FUND | $73,940 | $57,086 |
| 59.6216 SHS PNC FINL SVCS GROUP | $38,012 | $5,683 |
| 823.655 SHS PROCTER & GAMBLE CO. | $43,067 | $65,406 |
| 579.061 SHS SPECTRA ENERGY CORP COM. | $13,038 | $13,863 |
| 831.389 SHS VERIZON COMMUNICATIONS | $30,349 | $38,427 |
| 777.708 SHS ABERDEEN SELECT INTL EQUITY FUND | $24,421 | $16,394 |
| 659.166 SHS CALAMOS GROWTTH | $20,419 | $19,564 |
| 2,158.334 SHS DODGE & COX INTERNATL STOCK FUND | $75,727 | $78,736 |
| 1,502.632 SHS FIDELILY ADVISOR SMALL | $36,481 | $39,504 |
| 1,681.554 SHS T ROWE PRICE MID CAP VALUE | $39,237 | $41,938 |
| 14,443.635 SHS PIMCO TOTAL RETURN INSTL | $156,588 | $145,447 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 139.533 SHS ISHARES RUSSELL 2000 ETF | AT COST | $10,395 | $15,716 |
| 1065.881 SHS POWERSHARES INTER DVD ACHIEV | AT COST | $19,298 | $14,475 |
| 249.386 SHS SPDR SER TR S&P DIVID ETF | AT COST | $19,704 | $18,347 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT ON INVESTMENTS | Desc |
| Amt | $395 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEES | Desc |
| Revenue And Expenses Per Books | $16 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $16 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX PAID | CategoryTxt |
| Amt | $26 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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