BETA

THE DAVID S AND KAREN A SHAPIRA FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
THE DAVID S AND KAREN A SHAPIRA FOUNDATION (EIN 25-1711993)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-05-14
IRS object ID
201401349349102580
Schema version
2013v3.0
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)
Return2014-05-14T15:37:45-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN251637458PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LOUIS PLUNG & COMPANY LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1444 LIBERTY AVE STE 900AddressLine1
CityPITTSBURGHCity
StatePAState
ZIP Code15222ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN251711993EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE DAVID S AND KAREN A SHAPIRA FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlTHEDBusinessNameControlTxt
Phone4129636200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1101 KAPPA DRIVEAddressLine1
CityPITTSBURGHCity
StatePAState
ZIP Code15238ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID SHAPIRAPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4129636200PhoneNum
Signature2014-05-05SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
PTINP00241158PTIN
Phone4122818771PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,638,239FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,580,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$94InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$94InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$3DividendsRevAndExpnssAmt
Dividends Net Invst Incm$3DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$292,268NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$429,705GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$292,268CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$103OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$103OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$2,872,468TotalRevAndExpnssAmt
Total Net Invst Incm$292,468TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$104,035CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$104,035CompOfcrDirTrstDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$16,234PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$16,234PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$5,496LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$5,496LegalFeesDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$2,798OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$2,048OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$750OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$6,030TaxesRevAndExpnssAmt
Taxes Net Invst Incm$6,030TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$945DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss$5,993OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$5,993OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$26,058TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$26,058TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$20,495OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$355OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$20,140OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$188,084TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$8,433TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$178,706TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,919,770ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,919,770ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,107,854TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$8,433TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,098,476TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$764,614ExcessRevenueOverExpensesAmt
Net Investment Income$284,035NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$2,696,530SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$3,614,236SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$3,614,236SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$26,336PrepaidExpensesBOYAmt
Prepaid Expenses EOY$20,306PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$20,306PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$137,437CorporateStockBOYAmt
Corporate Stock EOY$0CorporateStockEOYAmt
Corporate Stock EOYFMV$0CorporateStockEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$3,640LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$2,746LandBldgEquipAccumDeprecAmt
Land BOY$1,099LandBOYAmt
Land EOY$894LandEOYAmt
Land EOYFMV$894LandEOYFMVAmt
Other Assets BOY$6,238OtherAssetsBOYAmt
Other Assets EOY$2,803OtherAssetsEOYAmt
Other Assets EOYFMV$2,803OtherAssetsEOYFMVAmt
Total Assets BOY$2,867,640TotalAssetsBOYAmt
Total Assets EOY$3,638,239TotalAssetsEOYAmt
Total Assets EOYFMV$3,638,239TotalAssetsEOYFMVAmt
Other Liabilities BOY$30OtherLiabilitiesBOYAmt
Other Liabilities EOY$6,015OtherLiabilitiesEOYAmt
Total Liabilities BOY$30TotalLiabilitiesBOYAmt
Total Liabilities EOY$6,015TotalLiabilitiesEOYAmt
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$2,867,610RetainedEarningBOYAmt
Retained Earning EOY$3,632,224RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,867,610TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,632,224TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,867,640TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,638,239TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,867,610TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$764,614ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$3,632,224SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,632,224TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
4,400 SHARES CORE MOLDING TECHNOLOGIESP2005-12-232013-02-14$30,665$9,812$20,853$20,853
3,132 SHARES CORE MOLDING TECHNOLOGIESP2005-12-232013-02-15$21,828$6,984$14,844$14,844
868 SHARES CORE MOLDING TECHNOLOGIESP2006-12-212013-02-15$6,049$1,936$4,113$4,113
8,284 SHARES CORE MOLDING TECHNOLOGIESP2006-12-212013-03-06$57,736$18,473$39,263$39,263
300 SHARES CORE MOLDING TECHNOLOGIESP2006-12-212013-03-07$2,089$669$1,420$1,420
2,660 SHARES CORE MOLDING TECHNOLOGIESP2006-12-212013-03-13$18,547$5,932$12,615$12,615
26,587 SHARES CORE MOLDING TECHNOLOGIESP2006-12-212013-03-14$185,457$59,289$126,168$126,168
15,400 SHARES CORE MOLDING TECHNOLOGIESP2006-12-212013-03-15$107,334$34,342$72,992$72,992
FieldValueIRS element (for citing)
Capital Gain Net Income$292,268CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$2,295,704AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,814,939NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.815543DistributionYr1Rt
Adjusted Qlfy Distri Yr2$869,600AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,379,326NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.365482DistributionYr2Rt
Adjusted Qlfy Distri Yr3$1,173,895AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,630,960NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.719757DistributionYr3Rt
Adjusted Qlfy Distri Yr4$747,452AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,224,736NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.610296DistributionYr4Rt
Adjusted Qlfy Distri Yr5$2,217,917AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,680,543NetVlNoncharitableAssetsYr5Amt
Distribution Yr51.319762DistributionYr5Rt
Total Distribution3.830840TotalDistributionRt
Average Distribution0.766168AverageDistributionRt
Net Vl Noncharitable Assets$2,799,647NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$2,145,000AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,840NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$2,147,840AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$2,098,476QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$5,681InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$5,681SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$5,681TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$20,212EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$20,212TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$14,531OverpaymentAmt
Applied To ES Tax$14,531AppliedToESTaxAmt
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 Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksLOUIS PLUNG CO LLPIndividualWithBooksNm
Phone4122818771PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14 GATEWAY CENTER 9TH FLOORAddressLine1
CityPITTSBURGHCity
StatePAState
ZIP Code15222ZIPCode
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
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 (10 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DAVID S SHAPIRA
101 KAPPA DRIVEPITTSBURGHPA15238PRESIDENT AND TREASURER6.00$0$0$0
CYNTHIA SHAPIRA
101 KAPPA DRIVEPITTSBURGHPA15238VICE PRESIDENT12.00$0$0$4,620
CHARLES C COHEN
101 KAPPA DRIVEPITTSBURGHPA15238SECRETARY0.25$0$0$0
LAURA M KARET
101 KAPPA DRIVEPITTSBURGHPA15238DIRECTOR0.25$0$0$0
DEBORAH B SHAPIRA
101 KAPPA DRIVEPITTSBURGHPA15238DIRECTOR0.25$0$0$0
JEREMY M SHAPIRA
101 KAPPA DRIVEPITTSBURGHPA15238DIRECTOR0.25$0$0$0
SHELIA FINE
101 KAPPA DRIVEPITTSBURGHPA15238DIRECTOR0.25$0$0$0
DAVID J KALSON
101 KAPPA DRIVEPITTSBURGHPA15238DIRECTOR0.25$0$0$0
JOEL WEINBERG MD
101 KAPPA DRIVEPITTSBURGHPA15238DIRECTOR0.25$0$0$0
AMY SNIDER
101 KAPPA DRIVEPITTSBURGHPA15238EXECUTIVE DIRECTOR32.00$104,035$1,702$3,600
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$22,906AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,796,266AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$23,109FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,842,281TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,842,281AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$42,634CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,799,647NetVlNoncharitableAssetsAmt
Minimum Investment Return$139,982MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$139,982MinimumInvestmentReturnAmt
Tax Based On Investment Income$5,681TaxBasedOnInvestmentIncomeAmt
Total Tax$5,681TotalTaxAmt
Distributable Before Adj$134,301DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$134,301DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$134,301DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,098,476ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,098,476QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$2,098,476AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$134,301DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$2,135,206ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$686,221ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,092,511ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$752,427ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$2,167,205ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$6,833,570TotalExcessDistributionCyovAmt
Qualifying Distributions$2,098,476QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$134,301AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,964,175RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$8,797,745TotalCorpusAmt
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$2,135,206ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$6,662,539ExcessDistriCyovToNextYrAmt
Excess From Year4$686,221ExcessFromYear4Amt
Excess From Year3$1,092,511ExcessFromYear3Amt
Excess From Year2$752,427ExcessFromYear2Amt
Excess From Year1$2,167,205ExcessFromYear1Amt
Excess From Current Year$1,964,175ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDAVID S SHAPIRAContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonDAVID SHAPIRARecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1101 KAPPA DRIVEAddressLine1
CityPITTSBURGHCity
StatePAState
ZIP Code15238ZIPCode
FieldValueIRS element (for citing)
Recipient Phone4129632501RecipientPhoneNum
Recipient Email Addressdavid.shapira@gianteagle.comRecipientEmailAddressTxt
Form And Info And MaterialsFOUNDATION MAKES CONTRIBUTIONS ONLY TO APPROVED CHARITABLE ORGANIZATIONSFormAndInfoAndMaterialsTxt
Submission DeadlinesNOSubmissionDeadlinesTxt
Restrictions On AwardsNORestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (59 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2
905 WESA
67 BEDFORD SQUAREPITTSBURGHPA15203NONEEXEMPTCHARITABLECHARITABLE$1,000
ACHEIVA
711 BINGHAM STREETPITTSBURGHPA15203NONEEXEMPTCHARITABLE$5,000
ADAT SHALOM
368 GUYS RUN ROADCHESWICKPA15024NONEEXEMPTCHARITABLE$1,000
ALS ASSOCIATION WPA CHAPTER
416 LINCOLN AVENUEPITTSBURGHPA15209NONEEXEMPTCHARITABLE$250
AMERICAN CHESTNUT FOUNDATION
206 FOREST RESOURCES LABORATORYUNIVERSITY PARKPA16802NONEEXEMPTCHARITABLECHARITABLE$500
AMERICAN FRIENDS OF LIVNOT U'LEHIBANOT
PO BOX 811715BOCA RATONFL33481NONEEXEMPTCHARITABLE$15,000
AMERICAN HEART ASSOCIATION
HEART WALK 444 LIBERTY AVE SUITEPITTSBURGHPA15222NONEEXEMPTCHARITABLECHARITABLE$1001300
AMERICAN PARDES FOUNDATION
5 WEST 37TH ST SUITE 802NEW YORKNY10018NONEEXEMPTCHARITABLE$157,500
ANIMAL FRIENDS
562 CAMP HORNE ROADPITTSBURGHPA15237NONEEXEMPTCHARITABLE$1,000
AREIVIM PHILANTHROPIC GROUP INC
6 E 39TH ST FL 10NEW YORKNY10016NONEEXEMPTCHARITABLE$50,000
BIRTHRIGHT NEXT
33 E 33RD ST 10TH FLOORNEW YORKNY10016NONEEXEMPTCHARITABLE$50,000
BRANDEIS UNIVERSITY
415 SOUTH STREET M/S 100WALTHAMMA024532728NONEEXEMPTCHARITABLE$10,000
CARNEGIE MELLON UNIVERSITY
6 PPG PLACE 11TH FLOORPITTSBURGHPA15222NONEEXEMPTCHARITABLE$112,500
CARNEGIE MUSEUMS OF PITTSBURGH
4400 FORBES AVENUEPITTSBURGHPA15213NONEEXEMPTCHARITABLE$6,250
CHATHAM UNIVERSITY PENNSYLVANIA CENTER FOR WOMEN & POLITICS
WOODLAND ROAD BRAUN HALLPITTSBURGHPA15232NONEEXEMPTCHARITABLE$6,000
CHILDRENS MUSEUM OF PITTSBURGH
10 CHILDRENS WAYPITTSBURGHPA15212NONEEXEMPTCHARITABLE$1,000
COLUMBIABARNARD HILLEL
606 W 115TH STREETNEW YORKNY10025NONEEXEMPTCHARITABLE$2,500
COMMUNITY DAY SCHOOL OF PITTSBURGH
6401-07 FORBES AVEPITTSBURGHPA15217NONEEXEMPTCHARITABLE$105,441
CONGREGATION BETH SHALOM
5915 BEACON STREETPITTSBURGHPA15217NONEEXEMPTCHARITABLE$100
DANNY & RON'S RESCUE
PO BOX 604CAMDENSC29020NONEEXEMPTCHARITABLE$1,000
FOX CHAPEL COUNTRY DAY SCHOOL INC
620 SQUAW RUN ROAD EASTPITTSBURGHPA15238NONEEXEMPTCHARITABLE$13,000
FOX CHAPEL DISTRICT ASSOCIATION
PO BOX 111595PITTSBURGHPA15238NONEEXEMPTCHARITABLE$500
FRIENDSHIP CIRCLE OF PITTSBURGH INC
5872 NORTHUMBERLANDPITTSBURGHPA15217NONEEXEMPTCHARITABLE$3,000
GILDA'S CLUB OF WESTERN PA
2816 SMALLMAN STPITTSBURGHPA15222NONEEXEMPTCHARITABLE$500
HARVARD KENNEDY SCHOOL
JFK SCHOOL OF GVT79 JOHN FKENNEDYCAMBRIDGEMA02138NONEEXEMPTCHARITABLE$5,000ST
HARVARD MEDICAL SCHOOL
MGH PROGRAM IN NUTRITIONALBOSTONPA02114NONEEXEMPTCHARITABLE$10,000METABOLISM 5 LONGFELLOW PLACE
HEBREW CHARTER SCHOOL CENTER
729 SEVENTH AVENUE 9TH FLOORNEW YORKNY10019NONEEXEMPTCHARITABLE$50,000
HILLEL ACADEMY OF PITTSBURGH
5685 BEACON STREETPITTSBURGHPA15217NONEEXEMPTCHARITABLE$85,000
HILLEL INTERNATIONAL
SCHUSTERMAN INTL CTR 800 EIGHTH STWASHINGTONDC200013724NONEEXEMPTCHARITABLE$20,275NW
HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE
SCHUSTERMAN INTL CTR 800 EIGHTH STWASHINGTONDC200013724NONEEXEMPTCHARITABLECHARITABLE$50,000NW
ISRAEL VENTURE NETWORK
TANDEM FUND 540 COWPER STSTE 200PALO ALTOCA94301NONEEXEMPTCHARITABLE$25,000
JEWISH COMMUNITY CENTER
5738 FORBES AVEPITTSBURGHPA15217NONEEXEMPTCHARITABLE$12,000
JEWISH FEDERATION OF GREATER PITTSBURGH
234 MCKEE PLACEPITTSBURGHPA15213NONEEXEMPTCHARITABLE$825,754
KIDSVOICE OF PENNSYLVANIA
437 GRANT STREETPITTSBURGHPA15219NONEEXEMPTCHARITABLE$3,000
KOLLEL JEWISH LEARNING CENTER
5808 BEACON STREEETPITTSBURGHPA15217NONEEXEMPTCHARITABLE$11,000
LEAD PITTSBURGH
625 LIBERTY AVENUE SUITE 3110PITTSBURGHPA15222NONEEXEMPTCHARITABLE$1,000
LEADERSHIP PITTSBURGH
535 SMITHFIELD STREETPITTSBURGHPA15222NONEEXEMPTCHARITABLE$5,000
NATIONAL MS SOCIETY
1501 REEDSDALE STREET SUITE 105PITTSBURGHPA15233NONEEXEMPTCHARITABLE$250
OBERLIN COLLEGE
50 WEST LORAIN STREETOBERLINOH44074NONEEXEMPTCHARITABLE$155,500
PHIPPS CONSERVATORY AND BOTANICAL GARDENS INC
ONE SCHENLEY PARKPITTSBURGHPA152133830NONEEXEMPTCHARITABLE$1,000
PITTSBURGH BALLET THEATRE
2900 LIBERTY AVENUEPITTSBURGHPA15201NONEEXEMPTCHARITABLE$5,000
PITTSBURGH CULTURAL TRUST
803 LIBERTY AVENUEPITTSBURGHPA15222NONEEXEMPTCHARITABLE$10,000
PITTSBURGH SYMPHONY ORCHESTRA
600 PENN AVENUEPITTSBURGHPA15222NONEEXEMPTCHARITABLE$10,000
POWER
7501 PENN AVENUEPITTSBURGHPA152082560NONEEXEMPTCHARITABLE$1,000
RODEF SHALOM
4905 FIFTH AVENUEPITTSBURGHPA15213NONEEXEMPTCHARITABLE$3,000
SAR ACADEMY
655 WEST 254TH STREETRIVERDALENY10471NONEEXEMPTCHARITABLE$33,000
SPROUT FUND
5423 PENN AVENUEPITTSBURGHPA152063423NONEEXEMPTCHARITABLE$5,500
SQUIRREL HILL HEALTH CENTER
4516 BROWNS HILL ROADPITTSBURGHPA15217NONEEXEMPTCHARITABLE$2,500
TAL TORAH FOUNDATION INC
245 W 99TH STREET UNIT 8BNEW YORKNY10025NONEEXEMPTCHARITABLE$3,600
THE CHILDREN'S INSTITUTE
1405 SHADY AVENUEPITTSBURGHPA15217NONEEXEMPTCHARITABLE$11,000
THE FOUNDATION SCHOOLS
6000 EXECUTIVE BLVD SUITE 605ROCKVILLEMD20852NONEEXEMPTCHARITABLE$1,000
THE JEWISH FEDERATIONS OF NORTH AMERICA
25 BROADWAY SUITE 1700NEW YORKNY10004NONEEXEMPTCHARITABLE$5,000
UNITED WAY OF ALLEGHENY COUNTY
1250 PENN AVENUEPITTSBURGHPA15222NONEEXEMPTCHARITABLE$15,000
UNIVERSITY OF PITTSBURGH
107 CATHEDRAL OF LEARNING 4200PITTSBURGHPA15260NONEEXEMPTCHARITABLE$250FIFTH AVENUE
VOLUNTEERS OF AMERICA PA
1323 FORBES AVENUEPITTSBURGHPA15219NONEEXEMPTCHARITABLE$3,000
WESTERN PENNSYLVANIA SCHOOL FOR BLIND CHILDREN
201 N BELLEFIELD AVENUEPITTSBURGHPA15213NONEEXEMPTCHARITABLE$1,000
WQED MULTIMEDIA
FIFTH AVENUEPITTSBURGHPA15213NONEEXEMPTCHARITABLE$3,500
YESHIVA SCHOOLS OF PITTSBURGH
2100 WIGHTMAN STREETPITTSBURGHPA15217NONEEXEMPTCHARITABLE$500
ZICHRON YEHUDA FUND
30 KLETSK HILL ROADLAKEWOODNJ08701NONEEXEMPTCHARITABLE$3,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,919,770TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$94RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$3RelatedOrExemptFunctionIncmAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$103RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$292,268RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$292,468RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$292,468TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (4 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
3EARNINGS FROM INVESTMENTS ARE USED TO MAKE CHARITABLE DONATIONS
4EARNINGS FROM INVESTMENTS ARE USED TO MAKE CHARITABLE DONATIONS
7EARNINGS FROM INVESTMENTS ARE USED TO MAKE CHARITABLE DONATIONS
8EARNINGS 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 PersonDAVID SHAPIRAContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1C/O 101 KAPPA DRIVEAddressLine1
CityPITTSBURGHCity
StatePAState
ZIP Code15238ZIPCode
FieldValueIRS element (for citing)
Total Contributions$2,580,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (5 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtPrior Year DepreciationPriorYearDepreciationAmtComputation MethodComputationMethodTxtLifeLifeRtCurrent Year ExpenseCurrentYearExpenseAmtNet Investment IncomeNetInvestmentIncomeAmt
OFFICE FURNITURE2012-05-17$1,980$198200DB5.000000000000$317$0
COMPUTER EQUIPMENT2012-05-17$728$121200DB3.000000000000$162$0
COMPUTER SOFTWARE2012-05-17$192$32200DB3.000000000000$43$0
DESK2013-08-03$526200DB7.000000000000$301$0
FILE CABINET2013-08-06$214200DB7.000000000000$122$0

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
Stock61,631 SHARES CORE MOLDING TECHNOLOGIESStockNm
EOY Book Value$0EOYBookValueAmt
EOYFMV$0EOYFMVAmt

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (5 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmt
OFFICE FURNITURE$1,980$1,505$475
COMPUTER EQUIPMENT$728$647$81
COMPUTER SOFTWARE$192$171$21
DESK$526$301$225
FILE CABINET$214$122$92

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$5,496LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$5,496DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (3 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
DUE FROM PNC BANK$1,238$1,238$1,238
REFUND RECEIVABLE$5,000$0$0
DUE FROM EMPLOYEE$0$1,565$1,565

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGES$355$355$0
COMPUTER SUPPLIES AND EXPENSES$1,901$0$1,901
DUES AND SUBSCRIPTIONS$5,836$0$5,836
INSURANCE$1,544$0$1,544
OFFICE SUPPLIES AND EXPENSE$1,733$0$1,733
PARKING$8,220$0$8,220
PROFESSIONAL DEVELOPMENT$906$0$906

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescINCOME FROM CLASS ACTION SETTLEMENTDesc
Revenue And Expenses Per Books$103RevenueAndExpensesPerBooksAmt
Net Investment Income$103NetInvestmentIncomeAmt
Adjusted Net Income$103AdjustedNetIncomeAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (4 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
DUE TO UNRELATED PARTY$30$30
AMEX PAYABLE$0$230
401(K)PAYABLE$0$3,700
PAYROLL LIABILITIES PAYABLE$0$2,055

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MELLON PRIVATE ASSET MANAGEMENT- MANAGEMENT FEES$2,048$2,048$0
401(k) ADMINISTRATIVE COSTS$750$0$750

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXCategoryTxt
Amt$6,030Amt
Net Investment Income$6,030NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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