RUST FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- RUST FOUNDATION (EIN 25-6049037)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-13
- IRS object ID
- 201631349349102253
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-13T12:28:32-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 454759145 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LEO GROUP LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 WOOD AVE S SUITE 209 | AddressLine1Txt |
| City | ISELIN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08830 | 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 | 256049037 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE RUST FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RUST | BusinessNameControlTxt |
| Phone | 6154096009 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1305 PARKVIEW BOULEVARD | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152172589 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES O RUST | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6154096009 | PhoneNum |
| Signature | 2016-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GERARD A DIMINO | PreparerPersonNm |
| PTIN | P00916630 | PTIN |
| Phone | 7329032600 | PhoneNum |
| Preparation | 2016-05-10 | PreparationDt |
| 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 | $5,228,026 | 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 | $500 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $155 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $155 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $117,984 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $117,984 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $295,776 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,282,036 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $295,776 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $59,642 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $59,372 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $474,057 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $473,287 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $18,950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,475 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $9,475 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $22,893 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $22,893 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,888 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,888 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $349 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $175 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $174 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $145 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $145 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $21,005 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $20,801 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $204 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $65,230 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $55,232 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,998 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $308,150 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $308,150 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $373,380 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $55,232 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $318,148 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $100,677 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $418,055 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $16,613 | CashBOYAmt |
| Cash EOY | $15,371 | CashEOYAmt |
| Cash EOYFMV | $15,371 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $123,301 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $404,143 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $404,143 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,582,410 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,749,746 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,894,514 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $614,905 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $623,197 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,115,352 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,154,188 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,290,801 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,837,676 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,938,353 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,228,026 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $3,837,676 | UnrestrictedBOYAmt |
| Unrestricted EOY | $3,938,353 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,837,676 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,938,353 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,837,676 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,938,353 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,837,676 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $100,677 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,938,353 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,938,353 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (26 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 500 SHS BOEING | P | 2013-07-23 | 2015-11-09 | $72,986 | $54,841 | $18,145 | $18,145 |
| 224 SHS NATIONAL OILWELL | P | 1997-11-17 | 2015-02-10 | $11,678 | $7,518 | $4,160 | $4,160 |
| 1000 SHS DEVON ENERGY | P | 2013-03-18 | 2015-09-02 | $40,811 | $58,304 | -$17,493 | -$17,493 |
| 1000 SHS FREEPORT MCMORAN | P | 2009-08-13 | 2015-03-20 | $17,294 | $33,347 | -$16,053 | -$16,053 |
| 1150 SHS WALT DISNEY | P | 2011-08-31 | 2015-11-09 | $132,902 | $39,574 | $93,328 | $93,328 |
| 500 SHS QULACOM | P | 2012-05-25 | 2015-06-29 | $30,979 | $30,744 | $235 | $235 |
| 2500 SHS ERA GROUP | P | 2013-03-06 | 2015-07-24 | $43,510 | $50,768 | -$7,258 | -$7,258 |
| 1 SH TALEN | P | 2012-05-09 | 2015-06-02 | $17 | $17 | $17 | |
| 1500 SHS MICROSOFT | P | 2011-08-31 | 2015-11-09 | $81,368 | $40,100 | $41,268 | $41,268 |
| 1000 SHS EATON CORP | P | 2012-12-03 | 2015-08-19 | $58,511 | $52,504 | $6,007 | $6,007 |
| 3000 SHS TOTAL SA | P | 2012-06-07 | 2015-09-02 | $136,489 | $134,098 | $2,391 | $2,391 |
| 1000 SHS WILLIAMS COMPANIES | P | 2011-10-04 | 2015-09-28 | $77,151 | $49,094 | $28,057 | $28,057 |
| 1500 SHS WALMART | P | 2011-08-31 | 2015-11-09 | $86,840 | $80,433 | $6,407 | $6,407 |
| 180 SHS CHEMOURS | P | 2003-09-03 | 2015-11-09 | $1,051 | $8,262 | -$7,211 | -$7,211 |
| 2600 SHS ARCHER DANIELS | P | 2010-04-27 | 2015-09-02 | $113,693 | $74,350 | $39,343 | $39,343 |
| 124 SHS TALEN | P | 2012-05-09 | 2015-11-09 | $965 | $3,472 | -$2,507 | -$2,507 |
| 1333 SHS DUKE ENERGY | P | 1997-05-14 | 2015-11-09 | $89,427 | $60,496 | $28,931 | $28,931 |
| 400 SHS JP MORGAN | P | 2010-06-23 | 2015-06-05 | $26,678 | $15,919 | $10,759 | $10,759 |
| 4000 SHS OLIN | P | 2009-05-18 | 2015-09-02 | $78,751 | $52,720 | $26,031 | $26,031 |
| MEDTRONIC | P | 2012-01-06 | 2015-12-31 | $704 | $704 | $704 | |
| 3000 SHS SPECTRA ENERGY | P | 1997-05-14 | 2015-09-02 | $84,350 | $69,063 | $15,287 | $15,287 |
| EATON | P | 2012-12-03 | 2015-12-31 | $1,650 | $1,650 | $1,650 | |
| 1000 SHS COVIDIEN | P | 2012-01-06 | 2015-01-27 | $35,190 | $35,190 | ||
| 300 SHS ENSCO | P | 2013-11-11 | 2015-02-10 | $9,073 | $15,815 | -$6,742 | -$6,742 |
| 1000 SHS GULFMARK | P | 1998-03-06 | 2015-02-06 | $20,622 | $14,110 | $6,512 | $6,512 |
| 500 SHS MERCK | P | 1992-01-03 | 2015-02-10 | $29,346 | $5,538 | $23,808 | $23,808 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $295,776 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $300,926 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,018,461 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050000 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $299,685 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,757,273 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052053 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $293,702 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,414,701 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.054242 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $278,400 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,702,946 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048817 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $268,074 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,283,501 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.050738 | DistributionYr5Rt |
| Total Distribution | 0.255850 | TotalDistributionRt |
| Average Distribution | 0.051170 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,412,483 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $276,957 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,181 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $281,138 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $318,148 | 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 | $4,181 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,181 | SubtotalAmt |
| Tax Based On Investment Income | $4,181 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,381 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,381 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,200 | OverpaymentAmt |
| Applied To ES Tax | $1,200 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JAMES O RUST | IndividualWithBooksNm |
| Phone | 4126837971 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1305 PARKVIEW BLVD | AddressLine1Txt |
| Address Line2 | 1305 PARKVIEW BLVD | AddressLine2Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15217 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|
| JAMES O RUST | ||||||||
| 10509 SIDEBURN CT | FAIRFAX | VA | 22032 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| R MARK RUST | ||||||||
| 10509 SIDEBURN CT | FAIRFAX | VA | 22032 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| THATCHER O MONTGOMERY | ||||||||
| 10509 SIDEBURN CT | FAIRFAX | VA | 22032 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JESSICA R GREEN | ||||||||
| 10509 SIDEBURN CT | FAIRFAX | VA | 22032 | SECRETARY | 1.00 | $0 | $0 | $0 |
| SEAN D MONTGOMERY | ||||||||
| 10509 SIDEBURN CT | FAIRFAX | VA | 22032 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| J MEAD RUST JR | ||||||||
| 10509 SIDEBURN CT | FAIRFAX | VA | 22032 | TREASURER | 1.00 | $0 | $0 | $0 |
| DAVID C GILLIES | ||||||||
| 10509 SIDEBURN CT | FAIRFAX | VA | 22032 | VICE PRES | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,264,091 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $230,816 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,494,907 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $5,494,907 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $82,424 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,412,483 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $270,624 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $270,624 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,181 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,181 | TotalTaxAmt |
| Distributable Before Adj | $266,443 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $266,443 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $266,443 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $318,148 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $318,148 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,181 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $313,967 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $266,443 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $4,438 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,129 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $25,049 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $17,328 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,844 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $52,788 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $318,148 | QualifyingDistributionsAmt |
| Applied To Current Year | $266,443 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $51,705 | RemainingDistriFromCorpusAmt |
| Total Corpus | $104,493 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $4,438 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $100,055 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,129 | ExcessFromYear4Amt |
| Excess From Year3 | $25,049 | ExcessFromYear3Amt |
| Excess From Year2 | $17,328 | ExcessFromYear2Amt |
| Excess From Year1 | $2,844 | ExcessFromYear1Amt |
| Excess From Current Year | $51,705 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | TRUSTEES | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 373 OLD WOODBURY PIKE | AddressLine1Txt |
| City | READYVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37149 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4122357370 | RecipientPhoneNum |
| Form And Info And Materials | NONE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 2015 GRANTS | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEE ATTACHED | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15217 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PUBLIC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL PURPOSES | GrantOrContributionPurposeTxt |
| Amt | $308,150 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $308,150 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $155 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $117,984 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $295,776 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| MISCELLANEOUS REIMBURSEMENTS | 41 | $270 |
| GROSS PARTNERSHIP INCOME | 14 | $6,191 |
| GROSS PARTNERSHIP INCOME | 14 | $53,181 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $473,557 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $473,557 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | FITZHUGH BROWN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 173 BARBERRY ROAD | AddressLine1Txt |
| City | SEWICKLEY HEIGHTS | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15143 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $500 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BOOKKEEPING FEES | $16,000 | $8,000 | $8,000 |
| ACCOUNTING FEES | $2,950 | $1,475 | $1,475 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | SEE ATTACHED | BondNm |
| EOY Book Value | $614,905 | EOYBookValueAmt |
| EOYFMV | $623,197 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE ATTACHED | StockNm |
| EOY Book Value | $1,749,746 | EOYBookValueAmt |
| EOYFMV | $2,894,514 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| APOGEE FUND, LP | AT COST | $799,443 | $796,200 |
| ALKEON GROWTH PARTNERS | AT COST | $354,745 | $494,601 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| WIRE FEES | $60 | $60 | |
| MISCELLANEOUS | $409 | $205 | $204 |
| PARTNERSHIP DEDUCTIONS - IW | $5,274 | $5,274 | |
| PARTNERSHIP DEDUCTIONS - APOG | $15,262 | $15,262 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| MISCELLANEOUS REIMBURSEMENTS | $270 | |
| GROSS PARTNERSHIP INCOME | $6,191 | $6,191 |
| GROSS PARTNERSHIP INCOME | $53,181 | $53,181 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT ADVISORY FEES | $17,893 | $17,893 |
| MANAGEMENT FEE | $5,000 | $5,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $1,888 | Amt |
| Net Investment Income | $1,888 | NetInvestmentIncomeAmt |
Comments