2014-08-08T14:49:06-05:00 2013-12-31 251408703 SCHNEIDER DOWNS & CO INC ONE PPG PLACE SUITE 1700 PITTSBURGH PA 15222 990PF 2013-01-01 364515100 THE MUCK FAMILY FOUNDATION MUCK 7244431533 1000 JOHN ROEBLING WAY SAXONBURG PA 16056 STEPHEN M MUCK PRESIDENT 7244431533 2014-07-30 1 SUSAN M KIRSCH P00341397 4122613644 2013 2015-12-30 17:16:21Z X X 899987 X X 31068 31068 17898 32123 17898 80 0 49046 48966 0 0 0 3400 0 3400 700 0 0 301777 0 0 305877 0 3400 10000 10000 315877 0 13400 -266831 48966 1902 1881 1881 314 516 516 1022431 785601 897590 1024647 787998 899987 0 0 X 933298 697454 0 0 91349 90544 1024647 787998 1024647 787998 1024647 -266831 30182 787998 0 787998 PUBLICLY TRADED SECURITIES P 15018 14225 793 793 CAPITAL GAINS DIVIDENDS P 17105 17105 17105 17898 0 41766 752926 0.055472 28977 744567 0.038918 41882 727456 0.057573 36299 630147 0.057604 37997 749495 0.050697 0.260264 0.052053 916709 47717 490 48207 13400 979 0 979 0 979 1084 1084 105 105 0 0 0 0 0 0 0 0 0 0 1 0 1 PA 1 0 0 0 0 1 N/A STEPHEN M MUCK 7244431533 1000 JOHN ROEBLING WAY SAXONBURG PA 16056 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 STEPHEN M MUCK 1000 JOHN ROEBLING WAY SAXONBURG PA 16056 PRESIDENT/CHAIRMAN/TREASURER/DIRECTOR 1.00 0 0 0 DEBORAH MUCK 1000 JOHN ROEBLING WAY SAXONBURG PA 16056 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 926324 4345 0 930669 0 0 930669 13960 916709 45835 45835 979 979 44856 0 44856 0 44856 13400 0 13400 0 13400 44856 0 0 0 13400 0 0 0 13400 0 0 0 0 0 0 0 0 31456 0 0 0 STEPHEN M MUCK STEPHEN M MUCK 1000 JOHN ROEBLING WAY SAXONBURG PA 16056 7244431533 THERE ARE NO REQUIRED FORMAL FORMS BUT THE GRANTEE MUST SUBMIT DOCUMENTATION OF CHARITABLE PURPOSES OF GRANT AND TAX-EXEMPT STATUS OF THE ORGANIZATION THERE ARE NO SUBMISSION DEADLINES THERE ARE NO RESTRICTIONS ON AWARDS PENN STATE UNIVERSITY 101 HAMMOND BUILDING UNIVERSITY PARK PA 16802 N/A PC GENERAL SUPPORT 10000 10000 KNOCH KNIGHTS LEGACIES FOUNDATION 328 KNOCH ROAD SAXONBURG PA 16056 N/A PC GENERAL SUPPORT 18500 PENN STATE UNIVERSITY 101 HAMMOND BUILDING UNIVERSITY PARK PA 16802 N/A PC GENERAL SUPPORT 30000 48500 14 31068 18 17898 CLASS ACTION SETTLEMENT 68 MISCELLANEOUS INCOME 12 0 48966 80 49046 11A ALL REVENUE RECEIVED IS USED TO FURTHER THE ORGANIZATION'S EXEMPT 11B PURPOSE 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEE 3400 0 3400 PHILIP AND PATRICIA MUCK CHARITABLE FOUNDATION 1602 BLACKBURN HEIGHTS DRIVE SEWICKLEY PA 151438626 VARIOUS PUBLICLY TRADED SECURITIES - DISTRIBUTED ON 07/31/13 300776 PHILIP AND PATRICIA MUCK CHARITABLE FOUNDATION 1602 BLACKBURN HEIGHTS DRIVE SEWICKLEY PA 151438626 CASH - DISTRIBUTED ON 07/31/13 1001 625.693 SHS ABBOTT LABORATORIES 12693 23983 640,627 SHS ABBVIE INC COM. 14507 33832 149 SHS AMGEN INC. 9292 16998 491,731 SHS COCA COLA CO. 12524 20313 819,479 SHS DUKE ENERGY CORP COM. 42287 56552 12 SHS FAIRPOINT COMMUNICATIONS INC. 106 0 215,48 SHS FRONTIER COMMUNICATIONS CORP. 1604 1002 135,745 SHS ISHARES RUSSELL 2000 ETF 9949 15660 703,697 SHS JOHNSON & JOHNSON 41436 64452 908,171 SHS PFIZER INC. 24366 27817 4,791.4 SHS PIMCO INCOME STRATEGY FUND 61740 54190 57.0356 SHS PNC FINL SVCS GROUP 37786 4425 772.823 SHS PROCTER & GAMBLE CO. 38963 62916 532.637 SHS SPECTRA ENERGY CORP COM. 11467 18973 759.971 SHS VERIZON COMMUNICATIONS 26906 37343 1,845,9 SHS ABERDEEN SELECT INTL EQUITY FUND 60946 52422 863,362 SHS CALAMOS GROWTTH 47417 40552 2,271.9 SHS DODGE & COX INTERNATL STOCK FUND 79661 97784 1,439.4 SHS FIDELILY ADVISOR SMALL 33310 42261 1,439.4 SHS T ROWE PRICE MID CAP VALUE 32297 43254 17,105.8 SHS PIMCO TOTAL RETURN INSTL 186344 182861 THIS STATEMENT IS SUBMITTED IN ACCORDANCE WITH REG. 1.6043-3(A)(1) AND FORM 990 -PF GENERAL INSTRUCTION T TO REPORT THE DISTRIBUTION OF CERTAIN ASSETS THAT RESULTED IN A SUBSTANTIAL CONTRACTION OF ASSETS DURING THE CURRENT TAX YEAR. ON JULY 31, 2013, THE MUCK FAMILY FOUNDATION MADE DISTRIBUTION OF ASSETS AND CASH FROM SOURCES OTHER THAN CURRENT INCOME. SUCH DISTRIBUTIONS REPRESENT 25.7% OF THE MUCK FAMILY FOUNDATION'S NET ASSETS AS OF JULY, 31, 2013 AS MEASURED BY FAIR MARKET VALUE. THE PHILIP & PATRICIA MUCK CHARITABLE FOUNDATION IS EXEMPT FROM TAXES UNDER IRC SEC. 501(C)(3) AND IS A PRIVATE NON-OPERATING FOUNDATION AS DEFINED IN IRC SEC 509(A). IT IS CONTROLLED INDECTLY BY THE MUCK FAMILY FOUNDATION THROUGH EFFECTIVE CONTROL WITHIN THE MEANING OF SECTION 1.507-3(A)(9)(I) OF THE REGULATIONS. THE DISTRIBUTIONS WERE MADE IN SATISFACTION OF THE SEPERATION OF THE DIRECTORS THAT CONTROLLED THE MUCK FAMILY FOUNDATION. THESE DIRECTORS ARE FATHER AND SON (ALONG WITH THEIR SPOUSES) AND NOT DISQUALIFED PERSONS AND DO NOT CONSITITUE THE ACTS OF SELF DEALING. SUBSTANTIAL CONTRACTION TO THE PHILIP & PATRICIA MUCK CHARITABLE FOUNDATION 301777 0 0 CLASS ACTION SETTLEMENT 68 68 MISCELLANEOUS INCOME 12 12 COST TO FMV ADJUSTMENT ON SUBSTANTIAL CONTRACTION 30182 FEDERAL TAX PAID 700 0 0