GIANT EAGLE FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
GIANT EAGLE FOUNDATION (EIN 32-0384487)
Tax period
2014-07-01 to 2015-06-30
Filed
2016-05-05
IRS object ID
201641269349100629
Schema version
2014v6.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-05-05T13:42:38-05:00ReturnTs
Tax Period End2015-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN251637458PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LOUIS PLUNG & COMPANY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1420 FT DUQUESNE BLVD STE 1900AddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15222ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN320384487EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GIANT EAGLE FOUNDATION CO DAVID S SHAPIRABusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGIANBusinessNameControlTxt
Phone4129636200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1101 KAPPA DRIVEAddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP152382809ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID SHAPIRAPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone4129636200PhoneNum
Signature2016-05-05SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLOUIS PLUNGPreparerPersonNm
PTINP00323233PTIN
Phone4122818771PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-08-17 19:52:53ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$9,085,489FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$3,600,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$3,098DividendsRevAndExpnssAmt
Dividends Net Invst Incm$3,098DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$63,202OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$63,202OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$3,666,300TotalRevAndExpnssAmt
Total Net Invst Incm$66,300TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$13,503OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$13,503OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$8,453TaxesRevAndExpnssAmt
Taxes Net Invst Incm$8,453TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$185OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$185OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$22,141TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$22,141TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$3,266,073ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$3,266,073ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$3,288,214TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$22,141TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$3,266,073TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$378,086ExcessRevenueOverExpensesAmt
Net Investment Income$44,159NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,386,180SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$197,189SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$197,189SavAndTempCashInvstEOYFMVAmt
Grants Receivable BOY$3,600,000GrantsReceivableBOYAmt
Grants Receivable EOY$3,600,000GrantsReceivableEOYAmt
Grants Receivable EOYFMV$3,600,000GrantsReceivableEOYFMVAmt
Prepaid Expenses BOY$21,000PrepaidExpensesBOYAmt
Prepaid Expenses EOY$12,542PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$12,542PrepaidExpensesEOYFMVAmt
Other Investments BOY$3,600,000OtherInvestmentsBOYAmt
Other Investments EOY$5,175,535OtherInvestmentsEOYAmt
Other Investments EOYFMV$5,275,758OtherInvestmentsEOYFMVAmt
Total Assets BOY$8,607,180TotalAssetsBOYAmt
Total Assets EOY$8,985,266TotalAssetsEOYAmt
Total Assets EOYFMV$9,085,489TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$8,607,180RetainedEarningBOYAmt
Retained Earning EOY$8,985,266RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$8,607,180TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$8,985,266TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$8,607,180TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$8,985,266TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$8,607,180TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$378,086ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$8,985,266SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$8,985,266TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$4,337,247AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$5,266,259NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.823592DistributionYr1Rt
Adjusted Qlfy Distri Yr2$4,478,129AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$3,938,794NetVlNoncharitableAssetsYr2Amt
Distribution Yr21.136929DistributionYr2Rt
Adjusted Qlfy Distri Yr3$0AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$0NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.000000DistributionYr3Rt
Total Distribution1.960521TotalDistributionRt
Average Distribution0.653507AverageDistributionRt
Net Vl Noncharitable Assets$5,410,992NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$3,536,121AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$442NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$3,536,563AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$3,266,073QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$883InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$883SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$883TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$12,542EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$12,542TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$11,659OverpaymentAmt
Applied To ES Tax$11,659AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StatePAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksHOWARD PLUNGIndividualWithBooksNm
Phone4122818771PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1420 FORT DUQUESNE BLVD ATE 1900AddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15222ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DAVID SHAPIRA
101 KAPPA DRIVEPITTSBURGHPA15238CHAIRMAN0.00$0$0$0
CHARLES PORTER
101 KAPPA DRIVEPITTSBURGHPA15238DIRECTOR0.00$0$0$0
GERALD CHAIT
101 KAPPA DRIVEPITTSBURGHPA15238DIRECTOR0.00$0$0$0
EDWARD MORAVITZ
101 KAPPA DRIVEPITTSBURGHPA15238DIRECTOR0.00$0$0$0
NORMAN WEIZENBAUM
101 KAPPA DRIVEPITTSBURGHPA15238DIRECTOR0.00$0$0$0
LAURA KARET
101 KAPPA DRIVEPITTSBURGHPA15238DIRECTOR0.00$0$0$0
LOUIS PLUNG
420 FT DUQUESNE BLVD STE 1900PITTSBURGHPA15222VICE CHAIRMAN0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,961,980AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,531,413AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,493,393TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$5,493,393AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$82,401CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,410,992NetVlNoncharitableAssetsAmt
Minimum Investment Return$270,550MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$270,550MinimumInvestmentReturnAmt
Tax Based On Investment Income$883TaxBasedOnInvestmentIncomeAmt
Total Tax$883TotalTaxAmt
Distributable Before Adj$269,667DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$269,667DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$269,667DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$3,266,073ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$3,266,073QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$3,266,073AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$269,667DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$4,282,417ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$4,090,840ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$8,373,257TotalExcessDistributionCyovAmt
Qualifying Distributions$3,266,073QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$269,667AppliedToCurrentYearAmt
Remaining Distri From Corpus$2,996,406RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$11,369,663TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$11,369,663ExcessDistriCyovToNextYrAmt
Excess From Year2$4,282,417ExcessFromYear2Amt
Excess From Year1$4,090,840ExcessFromYear1Amt
Excess From Current Year$2,996,406ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonDAVID SHAPIRA - GIANT EAGLE FOUNDATRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1C/O GIANT EAGLE INC 101 KAPPA DRIVEAddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15238ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4129636200RecipientPhoneNum
Form And Info And MaterialsLETTER OF REQUEST FROM EXEMPT ORGANIZATIONFormAndInfoAndMaterialsTxt
Submission DeadlinesNOSubmissionDeadlinesTxt
Restrictions On AwardsNORestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (150 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ACHIEVEMENT CENTERS FOR CHILDREN
4255 NORTHFIELD ROADHIGHLAND HILLSOH44128NONEEXEMPTCHARITABLE$5,000
ADAGIO HEALTH
960 PENN AVE SUITE 600PITTSBURGHPA15222NONEEXEMPTCHARITABLE$5,000
AKRON CANTON REGIONAL FOODBANK
350 OPPORTUNITY PARKWAYAKRONOH44307NONEEXEMPTCHARITABLE$10,000
AKRON CHILDREN'S HOSPITAL
215 W BOWERY STAKRONOH44308NONEEXEMPTCHARITABLE$5,000
ALTA SOCIAL SETTLEMENT
12510 MAYFIELD RDCLEVELANDOH44106NONEEXEMPTCHARITABLE$1,500
AMERICAN FRIENDS OF BEIT ISSIE SHAPIRO
51 EAST 42ND ST 11TH FLOORNEW YORKNY10017NONEEXEMPTCHARITABLE$15,000
ANTI-DEFAMATION LEAGUE OF B'NAI B'RITH
50 PUBLIC SQUARE 1904CLEVELANDOH44113NONEEXEMPTCHARITABLE$3,000
BEACON STREET PERFORMING ARTS IN MINISTRY
PO BOX 21029CLEVELANDOH44121NONEEXEMPTCHARITABLE$7,000
BECK CENTER FOR THE CULTURAL ARTS
17801 DETROIT AVENUELAKEWOODOH44107NONEEXEMPTCHARITABLE$2,000
BIG BROTHERS BIG SISTERS OF CLEVELAND
4614 PROSPECT AVE SUITE 410CLEVELANDOH44103NONEEXEMPTCHARITABLE$2,000
BLESSING HOUSE
5440 GROVE AVENUELORAINOH44055NONEEXEMPTCHARITABLE$5,000
BOYS AND GIRLS CLUB OF CLEVELAND
6114 BROADWAY AVENUECLEVELANDOH44127NONEEXEMPTCHARITABLE$5,000
BOYS AND GIRLS CLUB OF LORAIN COUNTY
PO BOX 516OBERLINOH44074NONEEXEMPTCHARITABLE$2,000
BOYS HOPE GIRLS HOPE NE OHIO
9619 GARFIELD BLVDGARFIELD HEIGHTSOH44125NONEEXEMPTCHARITABLE$20,000
BUSINESS ADVISORS OF CLEVELAND
4614 PROSPECT AVE SUITE 401CLEVELANDOH44103NONEEXEMPTCHARITABLE$3,000
CANCER CARING CENTER
4117 LIBERTY AVENUEPITTSBURGHPA15224NONEEXEMPTCHARITABLE$5,000
CARNEGIE MUSEUMS OF PITTSBURGH
4400 FORBES AVENUEPITTSBURGHPA15213NONEEXEMPTCHARITABLE$15,000
CATHOLIC CHARITIES OF THE DIOCESE OF PGH
212 NINTH STREETPITTSBURGHPA15222NONEEXEMPTCHARITABLE$35,000
CENTER FOR FAMILIES AND CHILDREN
5955 RIDGE ROADCLEVELANDOH44129NONEEXEMPTCHARITABLE$15,000
CITY MISSION
5310 CARNEGIE AVENUECLEVELANDOH44103NONEEXEMPTCHARITABLE$5,000
CITY OF ROCKY RIVER SENIOR COUNCIL INC
21014 HILLIARD BLVDROCKY RIVEROH44116NONEEXEMPTCHARITABLE$5,000
CITY THEATRE
1300 BINGHAM STREETPITTSBURGHPA15203NONEEXEMPTCHARITABLE$20,000
CLASSROOMS WITHOUT BORDERS
234 MCKEE PLACEPITTSBURGHPA15213NONEEXEMPTCHARITABLE$20,000
CLEVELAND CENTRAL CATHOLIC HIGH SCHOOL
6550 BAXTER AVENUECLEVELANDOH44105NONEEXEMPTCHARITABLE$20,000
CLEVELAND FOODBANK INC
1557 EAST 27TH STREETCLEVELANDOH44114NONEEXEMPTCHARITABLE$25,000
CLEVELAND HEARING AND SPEECH CENTER
11635 EUCLID AVENUECLEVELANDOH44106NONEEXEMPTCHARITABLE$3,000
CLEVELAND INSTITUTE OF ART
11141 EAST BOULEVARDCLEVELANDOH44106NONEEXEMPTCHARITABLE$3,000
CLEVELAND INSTITUTE OF MUSIC
11021 EAST BOULEVARDCLEVELANDOH44106NONEEXEMPTCHARITABLE$3,000
CLEVELAND MUSEUM OF ART
11150 EAST BOULEVARDCLEVELANDOH44106NONEEXEMPTCHARITABLE$10,000
CLEVELAND ORCHESTRA
1422 EUCLID AVENUE 256CLEVELANDOH44115NONEEXEMPTCHARITABLE$20,000
CLEVELAND RAPE CRISIS CENTER
1370 ONTARIO STREET 420CLEVELANDOH44113NONEEXEMPTCHARITABLE$5,000
CLEVELAND SIGHT CENTER
1909 EAST 101ST STREETCLEVELANDOH44106NONEEXEMPTCHARITABLE$3,000
COLLEGE NOW GREATER CLEVELAND
200 PUBLIC SQUARE SUITE 3820CLEVELANDOH44114NONEEXEMPTCHARITABLE$10,000
COMMUNITY CENTER AND LIBRARY
1220 POWER RUN ROADPITTSBURGHPA15238NONEEXEMPTCHARITABLE$15,000
COMMUNITY DAY SCHOOL
6424 FORWARD AVENUEPITTSBURGHPA15217NONEEXEMPTCHARITABLE$40,000
COMMUNITY OF LITTLE BROTHERS AND SISTERS
4614 PROSPECT AVECLEVELANDOH44103NONEEXEMPTCHARITABLE$7,500
CORNUCOPIA
18120 SLOANE AVENUELAKEWOODOH44107NONEEXEMPTCHARITABLE$5,000
DENIS THEATRE FOUNDATION
685 WASHINGTON ROADPITTSBURGHPA15228NONEEXEMPTCHARITABLE$1,000
DIVERSITY CENTER OF NORTHEAST
3645 WARRENSVILLE CENTERCLEVELANDOH44122NONEEXEMPTCHARITABLE$3,000
DOMESTIC VIOLENCE CENTER
3288 WEST 58TH STREETCLEVELANDOH44102NONEEXEMPTCHARITABLE$3,000
EAST END COOPERATIVE MINISTRY
250 N HIGHLAND AVEPITTSBURGHPA152063026NONEEXEMPTCHARITABLE$15,000
EL BARRIO
2001 WEST 65TH STREETCLEVELANDOH44102NONEEXEMPTCHARITABLE$5,000
ESPERANZA INC
3104 WEST 25TH STREETCLEVELANDOH44109NONEEXEMPTCHARITABLE$5,000
EXTRA MILE EDUCATION FOUNDATION
111 BOULEVARD OF THE ALLIESPITTSBURGHPA15222NONEEXEMPTCHARITABLE$60,000
FAIRHILL PARTNERS
12200 FAIRHILL ROAD B414CLEVELANDOH44120NONEEXEMPTCHARITABLE$3,000
FAMILY HOUSE INC
5001 BAUM BOULEVARD SUITE 545PITTSBURGHPA15213NONEEXEMPTCHARITABLE$2,500
FIELDSTONE FARM
16497 SYNDER ROADCHAGRIN FALLSOH44023NONEEXEMPTCHARITABLE$2,000
FRIENDS OF BREAKTHROUGH CHARTER SCHOOLS
9711 LAMONT AVENUECLEVELANDOH44106NONEEXEMPTCHARITABLE$10,000
GOODWILL OF SOUTHWESTERN PA
118 52ND STREETPITTSBURGHPA15217NONEEXEMPTCHARITABLE$2,500
GREAT LAKES SCIENCE CENTER
601 ERIESIDE AVENUECLEVELANDOH44114NONEEXEMPTCHARITABLE$5,000
GREAT LAKES THEATER FESTIVAL
1501 EUCLID AVENUE SUITE 300CLEVELANDOH44115NONEEXEMPTCHARITABLE$5,000
GREATER CLEVELAND HABITAT FOR HUMANITY
2110 W 110TH STREETCLEVELANDOH44102NONEEXEMPTCHARITABLE$5,000
GREATER CLEVELAND VOLUNTEERS
4614 PROSPECT AVE SUITE 205CLEVELANDOH44103NONEEXEMPTCHARITABLE$5,000
GREATER JOHNSTOWN COMMUNITY YMCA
100 HAYNES STREETPITTSBURGHPA15901NONEEXEMPTCHARITABLE$5,000
HADASSAH GREATER PITTSBURGH CHAPTER
1824 MURRAY AVENUEPITTSBURGHPA15025NONEEXEMPTCHARITABLE$5,000
HATTIE LARLHAM FOUNDATION
7996 DARROW ROAD SUITE 10TWINSBURGOH44087NONEEXEMPTCHARITABLE$5,000
HILLEL ACADEMY OF PITTSBURGH
5685 BEACON STREETPITTSBURGHPA15217NONEEXEMPTCHARITABLE$35,000
HILLEL THE FDT FOR JEWISH CAMPUS LIFE
800 EIGHTH STREET NWWASHINGTONDC200013724NONEEXEMPTCHARITABLE$25,000
IDEASTREAM
1375 EUCLID AVENUECLEVELANDOH44115NONEEXEMPTCHARITABLE$6,000
IMANI CHRISTIAN ACADEMY
2150 EAST HILLS DRIVEPITTSBURGHPA15221NONEEXEMPTCHARITABLE$2,500
JEWISH ASSISTANCE FUND
25701 SCIENCE PARK DRIVECLEVELANDOH44122NONEEXEMPTCHARITABLE$15,000
JEWISH ASSOCIATION ON AGING
200 JHF DRIVEPITTSBURGHPA152172950NONEEXEMPTCHARITABLE$10,000
JEWISH FAMILY SERVICES ASSOC OF CLEVELAND
24075 COMMERCE PARK ROADBEACHWOODOH44122NONEEXEMPTCHARITABLE$5,000
JEWISH FEDERATION OF CLEVELAND
25701 SCIENCE PARK DRIVECLEVELANDOH44122NONEEXEMPTCHARITABLE$25,000
JEWISH FEDERATION OF PITTSBURGH
234 MCKEE PLACEPITTSBURGHPA15213NONEEXEMPTCHARITABLE$1,793,062
JOB EXPLORATION TRAINING
89 EAST HOWE ROADTALLMADGEOH44278NONEEXEMPTCHARITABLE$7,211
JOSEPH'S HOME
2412 COMMUNITY COLLEGE AVECLEVELANDOH44115NONEEXEMPTCHARITABLE$5,000
JULIE BILLIART SCHOOL FOUNDATION
4982 CLUBSIDE ROADLYNDHURSTOH44124NONEEXEMPTCHARITABLE$3,500
JUVENILE DIABETES RESEARCH FOUNDATION
6100 ROCKSIDE WOODS BLVDINDEPENDENCEOH44131NONEEXEMPTCHARITABLE$5,000
KOLLEL JEWISH LEARNING CENTER
5808 BEACON STREETPITTSBURGHPA15217NONEEXEMPTCHARITABLE$25,000
LAKEWOOD DEPARTMENT OF HUMAN SERVICES
16024 MADISON AVENUELAKEWOODOH44107NONEEXEMPTCHARITABLE$5,000
LEUKEMIA & LYMPHOMA SOCIETY
333 E CARSON STPITTSBURGHPA15219NONEEXEMPTCHARITABLE$3,500
LIFESHARE COMMUNITY BLOOD SERVICES
105 CLEVELAND STREETELYRIAOH44035NONEEXEMPTCHARITABLE$4,000
MAGNIFICAT HIGH SCHOOL
20770 HILLIARD BLVDROCKY RIVEROH44116NONEEXEMPTCHARITABLE$5,000
MAKE-A-WISH FOUNDATION OH
2545 FARMERS DRIVE SUITE 300CLEVELANDOH44115NONEEXEMPTCHARITABLE$5,000
MAKE-A-WISH FOUNDATION PGH
707 GRANT STREET 37TH FLOORPITTSBURGHPA152191916NONEEXEMPTCHARITABLE$7,800
MALACHI HOUSE
1422 EUCLID AVENUECLEVELANDOH44115NONEEXEMPTCHARITABLE$5,000
MALTZ MUSEUM OF JEWISH HERITAGE
2929 RICHMOND ROADBEACHWOODOH44122NONEEXEMPTCHARITABLE$3,000
MEDWORKS
19910 MALVERN ROADSHAKER HEIGHTSOH44122NONEEXEMPTCHARITABLE$5,000
MENTAL HEALTH SERVICES FOR HOMELESS
1744 PAYNE AVECLEVELANDOH44114NONEEXEMPTCHARITABLE$5,000
METRO CATHOLIC HIGH SCHOOL
1910 WEST 54TH STREETCLEVELANDOH44102NONEEXEMPTCHARITABLE$10,000
METROHEALTH FOUNDATION INC
2500 METROHEALTH DRIVECLEVELANDOH44109NONEEXEMPTCHARITABLE$20,000
MUSEUM OF CONTEMPORARY ART
11400 EUCLID AVENUECLEVELANDOH44106NONEEXEMPTCHARITABLE$5,000
NA'AMAT USA USA PITTSBURGH COUNCIL
6328 FORBES AVEPITTSBURGHPA15217NONEEXEMPTCHARITABLE$5,000
NEAR WEST THEATRE
6514 DETROIT AVENUECLEVELANDOH44102NONEEXEMPTCHARITABLE$10,000
NEIGHBORHOOD HOUSING SVCS OF CLEVELAND
GREATER CLEVELANDCLEVELANDOH44127NONEEXEMPTCHARITABLE$1,500
NEW AVENUES TO INDEPENDENCE INC
17608 EUCLID AVENUECLEVELANDOH44112NONEEXEMPTCHARITABLE$62,000
NOTRE DAME COLLEGE
4545 COLLEGE ROADSOUTH EUCLIDOH44121NONEEXEMPTCHARITABLE$12,500
ONCOLOGY NURSING SOCIETY
501 HOLIDAY DRIVEPITTSBURGHPA15220NONEEXEMPTCHARITABLE$1,000
OUR LADY OF THE ELMS FOUNDATION
1230 W MARKET STAKRONOH44313NONEEXEMPTCHARITABLE$5,000
PENNSLYVANIA RESOURCES COUNCIL
3606 PROVIDENCE ROADNEWTOWN SQUAREPA19073NONEEXEMPTCHARITABLE$5,000
PERSAD CENTER
5150 PENN AVENUEPITTSBURGHPA15224NONEEXEMPTCHARITABLE$10,000
PHIPPS CONSERVATORY & BOTANICAL GARDENS
SCHENLEY PARKPITTSBURGHPA15213NONEEXEMPTCHARITABLE$40,000
PITTSBURGH BALLET THEATRE
1071 WINDERMERE DRIVESWISSVALEPA15218NONEEXEMPTCHARITABLE$30,000
PITTSBURGH OPERA
2425 LIBERTY AVENUEPITTSBURGHPA15222NONEEXEMPTCHARITABLE$35,000
PITTSBURGH SYMPHONY ORCHESTRA
600 PENN AVENUEPITTSBURGHPA15222NONEEXEMPTCHARITABLE$30,000
PITTSBURGH YOUTH SYMPHONY ORCHESTRA
600 PENN AVEPITTSBURGHPA15222NONEEXEMPTCHARITABLE$1,000
PLAYHOUSE SQUARE FOUNDATION
1501 EUCLID AVENUECLEVELANDOH44115NONEEXEMPTCHARITABLE$10,000
PRAYERS FROM MARIA CHILDREN'S CANCER
PO BOX40064BAY VILLAGEOH44140NONEEXEMPTCHARITABLE$5,000
PROJECT LEARN
2728 EUCLID AVENUE 400CLEVELANDOH44115NONEEXEMPTCHARITABLE$3,000
PROJECT LOVE
5244 MAYFIELD RD 2ND FLOORLYNDURSTOH44124NONEEXEMPTCHARITABLE$2,000
PROVIDENCE HOUSE
2037 WEST 32ND STREETCLEVELANDOH44113NONEEXEMPTCHARITABLE$7,000
QUANTUM THEATRE
218 N HIGHLAND AVE SUITE SWPITTSBURGHPA15206NONEEXEMPTCHARITABLE$5,000
RECOVERY RESOURCES
3950 CHESTER AVENUECLEVELANDOH44114NONEEXEMPTCHARITABLE$3,000
ROCK AND ROLL HALL OF FAME AND MUSEUM
1100 ROCK AND ROLL BLVDCLEVELANDOH441141022NONEEXEMPTCHARITABLE$2,000
SALVATION OF ARMY OF GREATER CLEVELAND
2507 E 22ND STREETCLEVELANDOH44115NONEEXEMPTCHARITABLE$10,000
SECOND HARVEST FOODBANK OF MAHONING
2805 SALT SPRINGS ROADYOUNGSTOWNOH44509NONEEXEMPTCHARITABLE$10,000
SECOND HARVEST FOODBANK OF NORTH
CENTRAL OHIOLORAINOH44053NONEEXEMPTCHARITABLE$5,000
SEEDS OF LITERACY
3104 WEST 25TH ST 3RD FLOORCLEVELANDOH44109NONEEXEMPTCHARITABLE$5,000
SOCIETY FOR CONTEMPORARY CRAFT
2100 SMALLMAN STREETPITTSBURGHPA15222NONEEXEMPTCHARITABLE$5,000
SOCIETY FOR ST VINCENT DE PAUL
146 N MONROE STBUTLERPA16001NONEEXEMPTCHARITABLE$5,000
SQUONK OPERA
315 CASTLEGATE ROADPITTSBURGHPA15221NONEEXEMPTCHARITABLE$5,000
ST ANDREWS ESPISCOPAL CHURCH
300 THIRD STREETELYRIAOH44035NONEEXEMPTCHARITABLE$4,000
ST MALACHI CENTER
2416 SUPERIOR VIADUCTCLEVELANDOH44113NONEEXEMPTCHARITABLE$5,000
ST MALACHI PARISH
2459 WASHINGTON AVECLEVELANDOH44115NONEEXEMPTCHARITABLE$5,000
ST MARTIN DE PORRES HIGH SCHOOL
6111 LAUSCHE AVENUECLEVELANDOH44103NONEEXEMPTCHARITABLE$55,000
STELLA MARIS INC
1302 WASHINGTON AVENUECLEVELANDOH44113NONEEXEMPTCHARITABLE$7,500
SUSAN G KOMEN FOR THE CURE
1133 S BRADDOCK AVEPITTSBURGHPA15218NONEEXEMPTCHARITABLE$7,500
THE ALEPH INSTITUTE
5804 BEACON STREETPITTSBURGHPA15217NONEEXEMPTCHARITABLE$15,000
THE CHILDREN'S MUSEUM OF CLEVELAND
10730 EUCLID AVENUECLEVELANDOH44106NONEEXEMPTCHARITABLE$5,000
THE CHILDREN'S MUSEUM OF PITTSBURGH
10 CHILDRENS WAYPITTSBURGHPA15212NONEEXEMPTCHARITABLE$5,000
THE CLEVELAND MUSEUM OF NATURAL HISTORY
1 WADE OVAL DRIVECLEVELANDOH44106NONEEXEMPTCHARITABLE$5,000
THE CLEVELAND PLAYHOUSE
7401 DETOUR AVENUECLEVELANDOH44103NONEEXEMPTCHARITABLE$5,000
THE EDUCATION PARTNERSHIP
281 CORLISS STREETPITTSBURGHPA15220NONEEXEMPTCHARITABLE$30,000
THE FRIENDSHIP CIRCLE
5872 NORTHUMBERLANDPITTSBURGHPA15217NONEEXEMPTCHARITABLE$10,000
THE GATHERING PLACE
23300 COMMERCE PARKBEECHWOODOH44122NONEEXEMPTCHARITABLE$10,000
THE HIRAM HOUSE
33775 HIRAM TRAILCHAGRIN FALLSOH44022NONEEXEMPTCHARITABLE$5,000
THE LITTLEST HEROES
32000 AURORA ROADSOLONOH44139NONEEXEMPTCHARITABLE$3,000
THE MAY DUGAN CENTER
4115 BRIDGE AVENUECLEVELANDOH44113NONEEXEMPTCHARITABLE$6,000
THE PITTSBURGH PUBLIC THEATRE
ONE ALLEGHENY SQUAREPITTSBURGHPA15212NONEEXEMPTCHARITABLE$7,500
THE ROBERT OCASIO FOUNDATION
POBOX 81230CLEVELANDOH44181NONEEXEMPTCHARITABLE$1,000
THE SALVATION ARMY OF PITTSBURGH
323 EAST MAIN STREETCARNEGIEPA15106NONEEXEMPTCHARITABLE$10,000
THREE RIVERS ADOPTION COUNCIL
220 GRANT STREETPITTSBURGHPA15219NONEEXEMPTCHARITABLE$5,000
TRANSITIONAL HOUSING INC
1545 W 25TH STREETCLEVELANDOH44113NONEEXEMPTCHARITABLE$1,000
TREATMENT WORKS INC
20201 LORAIN ROAD APTFAIRVIEW PARKOH44126NONEEXEMPTCHARITABLE$7,500
UNITED WAY OF ALLEGHENY COUNTY
1250 PENN AVENUEPITTSBURGHPA152224258NONEEXEMPTCHARITABLE$60,000
URBAN COMMUNITY SCHOOL
4909 LORAIN AVENUECLEVELANDOH44102NONEEXEMPTCHARITABLE$15,000
VINTAGE
401 N HIGHLAND AVENUEPITTSBURGHPA15206NONEEXEMPTCHARITABLE$10,000
VOCATIONAL GUIDANCE SERVICES
2239 EAST 55TH STREETCLEVELANDOH44103NONEEXEMPTCHARITABLE$3,000
WEST SIDE CATHOLIC CENTER
3135 LORAINCLEVELANDOH44113NONEEXEMPTCHARITABLE$15,000
WESTERN RESERVE HISTORICAL
10825 EAST BLVDCLEVELANDOH44106NONEEXEMPTCHARITABLE$2,000
WOODLANDS FOUNDATION
134 SHENOT ROADWEXFORDPA15090NONEEXEMPTCHARITABLE$5,000
WORKING ANIMALS GIVING SERVICE FOR KIDS
112 EAST CENTER STREETBEREAOH44017NONEEXEMPTCHARITABLE$1,000
WYEP
67 BEDFORD SQUAREPITTSBURGHPA15203NONEEXEMPTCHARITABLE$2,500
YESHIVA SCHOOLS
2100 WIGHTMAN STREETPITTSBURGHPA15217NONEEXEMPTCHARITABLE$25,000
YMCA OF GREATER CLEVELAND
2200 PROSPECT AVENUE EASTCLEVELANDOH44115NONEEXEMPTCHARITABLE$1,000
YMCA OF STARK COUNTY
1201 30TH STREET NWCANTONOH44709NONEEXEMPTCHARITABLE$2,000
YOUTH CHALLENGE
800 SHARON DRIVEWESTLAKEOH44145NONEEXEMPTCHARITABLE$2,000
YOUTH OPPORTUNITIES UNLIMITED
1361 EUCLID AVENUECLEVELANDOH44115NONEEXEMPTCHARITABLE$3,000
YWCA OF GREATER CLEVELAND
4019 PROSPECT AVECLEVELANDOH44103NONEEXEMPTCHARITABLE$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$3,266,073TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,098ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$63,202ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$66,300ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$66,300TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
4EARNINGS FROM INVESTMENTS ARE USED TO MAKE CHARITABLE DONATIONS
7EARNINGS FROM INVESTMENTS ARE USED TO MAKE CHARITABLE DONATIONS

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonGIANT EAGLE INCContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1101 KAPPA DRIVEAddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15238ZIPCd
FieldValueIRS element (for citing)
Total Contributions$3,600,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (4 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
GREYCOURT PARTNERS FUND NT, LTDAT COST$3,677,438$3,787,405
METROPOLITAN WEST T/R BOND FUNDAT COST$615,634$612,232
PIMCO TOTAL RETURN FD INST FUNDAT COST$616,067$613,163
TEMPLETON GLOBAL BOND FD-ADAT COST$266,396$262,958

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK SERVICE CHARGES$180$180$0
LATE FEE$5$5$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescINVESTMENT INCOME FROM GREYCOURTDesc
Revenue And Expenses Per Books$63,202RevenueAndExpensesPerBooksAmt
Net Investment Income$63,202NetInvestmentIncomeAmt
Adjusted Net Income$63,202AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryMANAGMENT FEESCategoryTxt
Amt$13,503Amt
Net Investment Income$13,503NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GIANT EAGLE INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1101 KAPPA DRIVEAddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15238ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXCategoryTxt
Amt$8,453Amt
Net Investment Income$8,453NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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