STEIN RICH FAMILY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- STEIN RICH FAMILY FOUNDATION (EIN 27-3556436)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-04-30
- IRS object ID
- 201301209349100105
- Schema version
- 2012v2.1
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-04-30T09:44:42-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 251408703 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHNEIDER DOWNS & CO INC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1133 PENN AVENUE | AddressLine1 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 15222 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 273556436 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEIN RICH FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | STEI | NameControl |
| Phone | 4127990106 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 WESTMORELAND FARM LANE | AddressLine1 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 15215 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BETTY SUE RICH | Name |
| Title | TRUSTEE | Title |
| Phone | 4127990106 | Phone |
| Date Signed | 2013-04-24 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SUSAN M KIRSCH | Name |
| PTIN | P00341397 | PTIN |
| Phone | 4122613644 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1813430 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 46131 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 46131 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 64064 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 398880 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 64064 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 110195 | TotalRevenueAndExpenses |
| Total Net Investment Income | 110195 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 1985 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 496 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1489 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 8735 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 8735 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 6251 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 897 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 16971 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 10128 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1489 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 55000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 55000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 71971 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 10128 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 56489 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 38224 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 100067 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 99925 | CashBOY |
| Cash EOY | 93891 | CashEOY |
| Cash EOYFMV | 93891 | CashEOYFMV |
| Investments Corp Stock BOY | 1547751 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1592009 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1719539 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 1647676 | TotalAssetsBOY |
| Total Assets EOY | 1685900 | TotalAssetsEOY |
| Total Assets EOYFMV | 1813430 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 1647676 | RetainedEarningsBOY |
| Retained Earnings EOY | 1685900 | RetainedEarningsEOY |
| Total Net Assets BOY | 1647676 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1685900 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1647676 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1685900 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1647676 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 38224 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 1685900 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1685900 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)
| Description Of AssetDescriptionOfAsset | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | How AcquiredHowAcquired |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES (LONG TERM) | 302236 | 256752 | 45484 | 45484 | |
| PUBLICLY TRADED SECURITIES (SHORT TERM) | 82236 | 78064 | 4172 | 4172 | |
| CAPITAL GAINS DIVIDENDS | 14408 | 14408 | 14408 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 64064 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 63399 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1638134 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.038702 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 0 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1089460 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.000000 | DistributionRatioYear2 |
| Total Distribution Ratio | 0.038702 | TotalDistributionRatio |
| Average Distribution Ratio | 0.019351 | AverageDistributionRatio |
| Net Noncharitable Assets | 1746213 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 33791 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1001 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 34792 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 56489 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 1001 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1001 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1001 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 2800 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 2800 | TotalCreditsAndPayments |
| Overpayment | 1799 | Overpayment |
| Amount Credited To Next Year | 1799 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | PA | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | BETTY SUE RICH | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 4127990106 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 WESTMORELAND FARM LANE | AddressLine1 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 15215 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 1 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | 0 | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| ALVIN J STEIN | ||||||||
| 3 WESTMORELAND FARM LANE | PITTSBURGH | PA | 15215 | CHAIRMAN/TRUSTEE | 2.00 | 0 | 0 | 0 |
| BETTY SUE RICH | ||||||||
| 3 WESTMORELAND FARM LANE | PITTSBURGH | PA | 15215 | BOARD MEMBER/TRUSTEE | 2.00 | 0 | 0 | 0 |
| JUDITH H STEIN | ||||||||
| 3 WESTMORELAND FARM LANE | PITTSBURGH | PA | 15215 | BOARD MEMBER | 2.00 | 0 | 0 | 0 |
| LAWRENCE S RICH | ||||||||
| 3 WESTMORELAND FARM LANE | PITTSBURGH | PA | 15215 | BOARD MEMBER | 2.00 | 0 | 0 | 0 |
| DEBORAH F GRAVER | ||||||||
| 610 SMITHFIELD STREET 400 | PITTSBURGH | PA | 15222 | BOARD MEMBER | 2.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1693117 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 79688 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1772805 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1772805 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 26592 | CashDeemedCharitable |
| Net Noncharitable Assets | 1746213 | NetNoncharitableAssets |
| Minimum Investment Return | 87311 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 87311 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1001 | TaxBasedOnInvestmentIncome |
| Total Tax | 1001 | TotalTax |
| Distributable Amount Before Adj | 86310 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 86310 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 86310 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 56489 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 56489 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 1001 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 55488 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 86310 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 22337 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 56489 | QualifyingDistributions |
| Applied To Year1 | 22337 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 34152 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 52158 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ALVIN J STEIN | ContributingManager |
| Contributing Manager | BETTY SUE RICH | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (7 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| ANIMAL FRIENDS | ||||||||
| 562 CAMP HORNE ROAD | PITTSBURGH | PA | 15237 | NONE | 501(C)(3), 170(B)(1) | GENERAL SUPPORT | $10,000 | |
| CHILDREN'S HOSPITAL OF PITTSBURGH FOUNDATION | ||||||||
| ONE CHILDRENS HOSPITAL DRIVE 4401 | PITTSBURGH | PA | 152241342 | NONE | 501(C)(3), 170(B)(1) | GENERAL SUPPORT | $10,000 | PENN AVENUE CENTRAL PLANT FLOOR 3 |
| FAMILY RESOURCES | ||||||||
| 141 SOUTH HIGHLAND AVENUE SUITE 201 | PITTSBURGH | PA | 15206 | NONE | 501(C)(3), 170(B)(1) | GENERAL SUPPORT | $5,000 | |
| JEWISH FEDERATION OF GREATER PITTSBURGH | ||||||||
| 234 MCKEE PLACE | PITTSBURGH | PA | 15213 | NONE | 501(C)(3), 170(B)(1) | GENERAL SUPPORT | $10,000 | |
| JEWISH FEDERATION OF GREATER PITTSBURGH | ||||||||
| 234 MCKEE PLACE | PITTSBURGH | PA | 15213 | NONE | 501(C)(3), 170(B)(1) | B'NAI ISRAEL CEMETERY ENDOWMENT FUND | $10,000 | |
| UNITED STATES HOLOCAUST MEMORIAL MUSEUM | ||||||||
| 100 RAOUL WALLENBERG PL SW | WASHINGTON | DC | 20024 | NONE | 501(C)(3), 170(B)(1) | GENERAL SUPPORT | $5,000 | |
| UNIVERSITY OF PITTSBURGH | ||||||||
| 107 CATHEDRAL OF LEARNING | PITTSBURGH | PA | 15260 | NONE | 501(C)(3), 170(B)(1) | GENERAL SUPPORT | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 55000 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $46,131 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $64,064 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $110,195 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 110195 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $1,985 | Amount |
| Net Investment Income | 496 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1489 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (25 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 165 SHS ADVANCE AUTO PARTS INC | 11845 | 11938 |
| 250 SHS AGCO CORP | 11091 | 12280 |
| 24 SHS APPLE INC | 4806 | 12772 |
| 9 SHS ARKEMA SPONSORED ADR | 244 | 973 |
| 100 SHS CHEVRON CORP | 9648 | 10814 |
| 125 SHS EXXON MOBIL CORP | 9686 | 10819 |
| 400 SHS GENOMIC HEALTH INC | 6646 | 10896 |
| 14 SHS GOOGLE INC | 4506 | 9903 |
| 210 SHS JOHNSON & JOHNSON | 13680 | 14721 |
| 285 SHS JPMORGAN CHASE & COMPANY | 10004 | 12531 |
| 250 SHS LIFE TECHNOLOGIES CORP | 12137 | 12258 |
| 125 SHS MOLSON COORS BREWING COMPANY | 4879 | 5349 |
| 110 SHS NATIONAL OILWELL VARCO INC | 2512 | 7519 |
| 265 SHS PAC CAR INC | 11878 | 11981 |
| 135 SHS PARKER-HANNIFIN CORP | 11645 | 11483 |
| 109 SHS PEPSICO INC | 5300 | 7459 |
| 100 SHS PPG INDUSTRIES INC | 9127 | 13535 |
| 126 SHS PRICE T ROWE GRP INC | 4652 | 8205 |
| 155 SHS PROCTER & GAMBLE COMPANY | 9755 | 10523 |
| 495 SHS SINGAPORE TELECOMMUNICATIONS LTD | 11167 | 13484 |
| 1,073 SHS TAIWAN SEMICONDUCTOR MANUFACTURING COMPANY LTD | 10544 | 18413 |
| 283 SHS UNITED OVERSEAS BK LTD | 5412 | 9297 |
| 43 SHS VISA INC | 2487 | 6518 |
| 170 SHS WALGREEN COMPANY | 4942 | 6292 |
| MUTUAL FUNDS | 1403416 | 1469576 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | Category |
| Amount | $8,735 | Amount |
| Net Investment Income | 8735 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| EXCISE TAX PAYMENTS | $5,354 | 0 | 0 |
| FOREIGN TAXES | $897 | 897 | 0 |
Comments