THE DAVID S AND KAREN A SHAPIRA FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- THE DAVID S AND KAREN A SHAPIRA FOUNDATION (EIN 25-1711993)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-15
- IRS object ID
- 201341359349100929
- 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
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-15T10:17:50-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 251637458 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOUIS PLUNG & COMPANY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 GATEWAY CENTER 9TH FL | 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 | 251711993 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DAVID S AND KAREN A SHAPIRA FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | THED | NameControl |
| Phone | 4123368820 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 KAPPA DRIVE | AddressLine1 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 15238 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID SHAPIRA | Name |
| Title | PRESIDENT | Title |
| Phone | 4123368820 | Phone |
| Date Signed | 2013-05-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P00241158 | PTIN |
| Phone | 4122818771 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 3138200 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 2100000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 64 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 64 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 85 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 85 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 620217 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 911009 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 620217 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 33 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 33 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 2720399 | TotalRevenueAndExpenses |
| Total Net Investment Income | 620399 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 38420 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 38420 | CompOfcrDirTrstDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 12501 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 3125 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 9376 | LegalFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 1060 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 1060 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 1793 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 1793 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 1801 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 1801 | DeprecAndDepletionNetInvstIncm |
| Occupancy Rev And Expnss | 6000 | OccupancyRevAndExpnss |
| Occupancy Net Invst Incm | 0 | OccupancyNetInvstIncm |
| Occupancy Dsbrs Chrtbl Prps | 6000 | OccupancyDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 5515 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 5515 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 8405 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 195 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 8210 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 75495 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 7974 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 67521 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 2234307 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 2234307 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 2309802 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 7974 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 2301828 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 410597 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 612425 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 1999432 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 2696530 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 2696530 | SavingsAndTempCashInvstEOYFMV |
| Prepaid Expenses BOY | 28129 | PrepaidExpensesBOY |
| Prepaid Expenses EOY | 26336 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 26336 | PrepaidExpensesEOYFMV |
| Investments Corp Stock BOY | 428229 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 137437 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 407997 | InvestmentsCorpStockEOYFMV |
| Land Building And Equipment Basis | 2900 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 1801 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 0 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 1099 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 1099 | LandBuildingAndEquipmentEOYFMV |
| Other Assets BOY | 1238 | OtherAssetsBOY |
| Other Assets EOY | 6238 | OtherAssetsEOY |
| Other Assets EOYFMV | 6238 | OtherAssetsEOYFMV |
| Total Assets BOY | 2457028 | TotalAssetsBOY |
| Total Assets EOY | 2867640 | TotalAssetsEOY |
| Total Assets EOYFMV | 3138200 | TotalAssetsEOYFMV |
| Other Liabilities BOY | 15 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 30 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 15 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 30 | 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 | 2457013 | RetainedEarningsBOY |
| Retained Earnings EOY | 2867610 | RetainedEarningsEOY |
| Total Net Assets BOY | 2457013 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2867610 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2457028 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2867640 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2457013 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 410597 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 2867610 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 2867610 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | 130,400 SHARES CORE MOLDING TECHNOLOGIES | DescriptionOfAsset |
| How Acquired | P | HowAcquired |
| Date Acquired | 2005-12-23 | DateAcquired |
| Date Sold | 2012-11-16 | DateSold |
| Gross Sales Price | 911009 | GrossSalesPrice |
| Cost Or Other Basis | 290792 | CostOrOtherBasis |
| Gain Or Loss | 620217 | GainOrLoss |
| Gains Minus Excess Or Losses | 620217 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 620217 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 869600 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 2379326 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.365482 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 1173895 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1630960 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.719757 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 747452 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1224736 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.610296 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 2217917 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1680543 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 1.319762 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 2345052 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 4527078 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.518006 | DistributionRatioYear5 |
| Total Distribution Ratio | 3.533303 | TotalDistributionRatio |
| Average Distribution Ratio | 0.706661 | AverageDistributionRatio |
| Net Noncharitable Assets | 2814939 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 1989208 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 6124 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 1995332 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 2301828 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 6124 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 6124 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 6124 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 26336 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 26336 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Overpayment | 20212 | Overpayment |
| Amount Credited To Next Year | 20212 | 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 | LOUIS PLUNG CO LLP | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 4122818771 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 GATEWAY CENTER 9TH FLOOR | AddressLine1 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 15222 | 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 | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| 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 (10 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID S SHAPIRA | ||||||||
| 101 KAPPA DRIVE | PITTSBURGH | PA | 15238 | PRESIDENT AND TREASURER | 6.00 | 0 | 0 | 0 |
| CYNTHIA SHAPIRA | ||||||||
| 101 KAPPA DRIVE | PITTSBURGH | PA | 15238 | VICE PRESIDENT | 12.00 | 0 | 0 | 1323 |
| CHARLES C COHEN | ||||||||
| 101 KAPPA DRIVE | PITTSBURGH | PA | 15238 | SECRETARY | 0.25 | 0 | 0 | 0 |
| LAURA M KARET | ||||||||
| 101 KAPPA DRIVE | PITTSBURGH | PA | 15238 | DIRECTOR | 0.25 | 0 | 0 | 0 |
| DEBORAH B SHAPIRA | ||||||||
| 101 KAPPA DRIVE | PITTSBURGH | PA | 15238 | DIRECTOR | 0.25 | 0 | 0 | 0 |
| JEREMY M SHAPIRA | ||||||||
| 101 KAPPA DRIVE | PITTSBURGH | PA | 15238 | DIRECTOR | 0.25 | 0 | 0 | 0 |
| SHELIA FINE | ||||||||
| 101 KAPPA DRIVE | PITTSBURGH | PA | 15238 | DIRECTOR | 0.25 | 0 | 0 | 0 |
| DAVID J KALSON | ||||||||
| 101 KAPPA DRIVE | PITTSBURGH | PA | 15238 | DIRECTOR | 0.25 | 0 | 0 | 0 |
| JOEL WEINBERG MD | ||||||||
| 101 KAPPA DRIVE | PITTSBURGH | PA | 15238 | DIRECTOR | 0.25 | 0 | 0 | 0 |
| AMY SNIDER | ||||||||
| 101 KAPPA DRIVE | PITTSBURGH | PA | 15238 | EXECUTIVE DIRECTOR | 32.00 | 38420 | 0 | 1800 |
| 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 | 1375328 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 1453230 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 29248 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2857806 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 2857806 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 42867 | CashDeemedCharitable |
| Net Noncharitable Assets | 2814939 | NetNoncharitableAssets |
| Minimum Investment Return | 140747 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 140747 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 6124 | TaxBasedOnInvestmentIncome |
| Total Tax | 6124 | TotalTax |
| Distributable Amount Before Adj | 134623 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 134623 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 134623 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 2301828 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 2301828 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 6124 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 2295704 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 134623 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 2141594 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 2135206 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 686221 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 1092511 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 752427 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 6807959 | TotalExcessDistriCarryover |
| Qualifying Distributions | 2301828 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 134623 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 2167205 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 8975164 | 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 | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 2141594 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 6833570 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 2135206 | ExcessFromYear4 |
| Excess From Year3 | 686221 | ExcessFromYear3 |
| Excess From Year2 | 1092511 | ExcessFromYear2 |
| Excess From Year1 | 752427 | ExcessFromYear1 |
| Excess From Current Year | 2167205 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID S SHAPIRA | ContributingManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | AMY F SNIDER | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 KAPPA DRIVE | AddressLine1 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 15238 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 4123368820 | RecipientPhoneNumber |
| Recipient Email Address | dskashapirafoundation@gmail.com | RecipientEmailAddress |
| Form And Info And Materials | FOUNDATION MAKES CONTRIBUTIONS ONLY TO APPROVED CHARITABLE ORGANIZATIONS | FormAndInfoAndMaterials |
| Submission Deadlines | NO | SubmissionDeadlines |
| Restrictions On Awards | NO | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (60 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 |
|---|---|---|---|---|---|---|---|---|
| ALS ASSOCIATION WPA CHAPTER | ||||||||
| 416 LINCOLN AVENUE | PITTSBURGH | PA | 15209 | NONE | EXEMPT | CHARITABLE | $1,000 | |
| AMERICAN ASSOCIATION OF PEOPLE WITH DISABILITIES | ||||||||
| 2013 H STREET NW 5TH FLOOR | WASHINGTON | DC | 20006 | NONE | EXEMPT | CHARITABLE | $2,500 | |
| AMERICAN CHESTNUT FOUNDATION | ||||||||
| 206 FOREST RESOURCES LABORATORY | UNIVERSITY PARK | PA | 16802 | NONE | EXEMPT | CHARITABLE | $500 | |
| AMERICAN FRIENDS OF ISRAEL WAR DISABLED INC | ||||||||
| 1101 FRICK LANE | PITTSBURGH | PA | 15217 | NONE | EXEMPT | CHARITABLECHARITABLE | $1,500 | |
| AMERICAN FRIENDS OF LIVNOT U'LEHIBANOT | ||||||||
| PO BOX 811715 | BOCA RATON | FL | 33481 | NONE | EXEMPT | CHARITABLE | $15,000 | |
| AMERICAN PARDES FOUNDATION | ||||||||
| 5 WEST 37TH ST SUITE 802 | NEW YORK | NY | 10018 | NONE | EXEMPT | CHARITABLE | $310,000 | |
| ANSCHE CHESED | ||||||||
| 251 W 100TH STREET | NEW YORK | NY | 100255397 | NONE | EXEMPT | CHARITABLE | $500 | |
| AREIVIM PHILANTHROPIC GROUP INC | ||||||||
| 6 E 39TH ST FL 10 | NEW YORK | NY | 10016 | NONE | EXEMPT | CHARITABLE | $50,000 | |
| CARNEGIE MELLON UNIVERSITY | ||||||||
| 6 PPG PLACE 11TH FLOOR | PITTSBURGH | PA | 15222 | NONE | EXEMPT | CHARITABLE | $112,500 | |
| CARNEGIE MUSEUMS OF PITTSBURGH | ||||||||
| 4400 FORBES AVENUE | PITTSBURGH | PA | 15213 | NONE | EXEMPT | CHARITABLE | $6,250 | |
| CATHOLIC CHARITIES | ||||||||
| 212 NINTH STREET | PITTSBURGH | PA | 15222 | NONE | EXEMPT | CHARITABLE | $250 | |
| CHILDRENS MUSEUM OF PITTSBURGH | ||||||||
| 10 CHILDRENS WAY | PITTSBURGH | PA | 15212 | NONE | EXEMPT | CHARITABLE | $2,000 | |
| COLUMBIA COLLEGE PARENTS FUND | ||||||||
| 208 HAMILTON HALL 1130 AMSTERDAM | NEW YORK | NY | 10027 | NONE | EXEMPT | CHARITABLE | $1,000 | AVE |
| COMMUNITY DAY SCHOOL OF PITTSBURGH | ||||||||
| 6401-07 FORBES AVE | PITTSBURGH | PA | 15217 | NONE | EXEMPT | CHARITABLE | $96,711 | |
| CONGREGATION BETH SHALOM | ||||||||
| 5915 BEACON STREET | PITTSBURGH | PA | 15217 | NONE | EXEMPT | CHARITABLE | $108 | |
| ESSENTIAL PUBLIC RADIOPITTSBURGH | ||||||||
| 67 BEDFORD SQUARE | PITTSBURGH | PA | 15203 | NONE | EXEMPT | CHARITABLE | $1,000 | |
| FOX CHAPEL COUNTRY DAY SCHOOL INC | ||||||||
| 620 SQUAW RUN ROAD EAST | PITTSBURGH | PA | 15238 | NONE | EXEMPT | CHARITABLE | $10,000 | |
| FOX DISTRICT ASSOCIATION | ||||||||
| PO BOX 111595 | PITTSBURGH | PA | 15238 | NONE | EXEMPT | CHARITABLE | $500 | |
| FRIENDSHIP CIRCLE OF PITTSBURGH | ||||||||
| 5872 NORTHUMBERLAND | PITTSBURGH | PA | 15217 | NONE | EXEMPT | CHARITABLE | $3,000 | |
| GATEWAY REHABILITATION CENTER | ||||||||
| ROBINSON PLAZA THREE SUITE 430 | PITTSBURGH | PA | 15205 | NONE | EXEMPT | CHARITABLE | $1,000 | |
| GILDA'S CLUB OF WESTERN PA | ||||||||
| 2816 SMALLMAN ST | PITTSBURGH | PA | 15222 | NONE | EXEMPT | CHARITABLE | $500 | |
| HARVARD KENNEDY SCHOOL | ||||||||
| JFK SCHOOL OF GVT79 JOHN FKENNEDY | CAMBRIDGE | MA | 02138 | NONE | EXEMPT | CHARITABLE | $5,000 | ST |
| HILLEL ACADEMY OF PITTSBURGH | ||||||||
| 5685 BEACON STREET | PITTSBURGH | PA | 15217 | NONE | EXEMPT | CHARITABLE | $170,000 | |
| HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE | ||||||||
| SCHUSTERMAN INTL CTR 800 EIGHTH ST | WASHINGTON | DC | 200013724 | NONE | EXEMPT | CHARITABLE | $50,000 | NW |
| JEWISH AGENCY FOR ISRAEL - NORTH AMERICAN COUNCIL | ||||||||
| 633 THIRD AVENUE 2100 | NEW YORK | NY | 00017 | NONE | EXEMPT | CHARITABLECHARITABLE | $135,000 | |
| JEWISH FEDERATION OF GREATER PITTSBURGH | ||||||||
| 234 MCKEE PLACE | PITTSBURGH | PA | 15213 | NONE | EXEMPT | CHARITABLE | $923,598 | |
| JEWISH FEDERATION OF GREATER WASHINGTON | ||||||||
| 6101 MONTROSE ROAD | ROCKVILLE | MD | 208524816 | NONE | EXEMPT | CHARITABLE | $500 | |
| JEWISH RESIDENTIAL SERVICES | ||||||||
| 4905 FIFTH AVENUE | PITTSBURGH | PA | 15213 | NONE | EXEMPT | CHARITABLE | $250 | |
| JUDAISM DEMOCRACY ACTION ALLIANCE OF NORTH AMERICA INC | ||||||||
| 364 WEST 117TH STREET 4C | NEW YORK | NY | 10026 | NONE | EXEMPT | CHARITABLECHARITABLE | $36,500 | |
| JUDITH CREED HOMES FOR ADULT INDEPENDENCE | ||||||||
| 21 BALA AVENUE SUITE 100 | BALA CYNWYD | PA | 19004 | NONE | EXEMPT | CHARITABLE | $1,000 | |
| JUNIOR ACHEIVEMENT OF WESTERN PA | ||||||||
| ONE ALLEGHENY CENTER SUITE 430 | PITTSBURGH | PA | 15212 | NONE | EXEMPT | CHARITABLE | $500 | |
| KIDSVOICE OF PENNSYLVANIA | ||||||||
| 437 GRANT STREET | PITTSBURGH | PA | 15219 | NONE | EXEMPT | CHARITABLE | $3,000 | |
| KOLLEL JEWISH LEARNING CENTER | ||||||||
| 5808 BEACON STREET | PITTSBURGH | PA | 15217 | NONE | EXEMPT | CHARITABLE | $6,000 | |
| LEAD PITTSBURGH | ||||||||
| 625 LIBERTY AVENUE SUITE 3110 | PITTSBURGH | PA | 15222 | NONE | EXEMPT | CHARITABLE | $1,000 | |
| LEADERSHIP PITTSBURGH | ||||||||
| 535 SMITHFIELD STREET SUITE 1125 | PITTSBURGH | PA | 15222 | NONE | EXEMPT | CHARITABLE | $5,000 | |
| NATIONAL COUNCIL OF JEWISH WOMEN INC | ||||||||
| 1620 MURRAY AVENUE | PITTSBURGH | PA | 15217 | NONE | EXEMPT | CHARITABLE | $500 | |
| OBERLIN COLLEGE | ||||||||
| 50 WEST LORAIN STREET | OBERLIN | OH | 44074 | NONE | EXEMPT | CHARITABLE | $155,500 | |
| PA CENTER FOR WOMEN AND POLITICS CHATHAM UNIVERSITY | ||||||||
| WOODLAND ROAD BRAUN HALL | PITTSBURGH | PA | 15232 | NONE | EXEMPT | CHARITABLE | $6,000 | |
| PENNSYLVANIA ORGANIZATION FOR WOMEN IN EARLY RECOVERY | ||||||||
| 7501 PENN AVENUE | PITTSBURGH | PA | 152082560 | NONE | EXEMPT | CHARITABLE | $1,000 | |
| PHIPPS CONSERVATORY AND BOTANICAL GARDENS INC | ||||||||
| ONE SCHENLEY PARK | PITTSBURGH | PA | 152133830 | NONE | EXEMPT | CHARITABLE | $1,000 | |
| PITTSBURGH AIDS TASK FORCE | ||||||||
| 5913 PENN AVENUE | PITTSBURGH | PA | 15206 | NONE | EXEMPT | CHARITABLE | $1,000 | |
| PITTSBURGH BALLET THEATRE | ||||||||
| 2900 LIBERTY AVENUE | PITTSBURGH | PA | 15201 | NONE | EXEMPT | CHARITABLE | $5,000 | |
| PITTSBURGH CULTURAL TRUST | ||||||||
| 803 LIBERTY AVENUE | PITTSBURGH | PA | 15222 | NONE | EXEMPT | CHARITABLE | $10,000 | |
| PITTSBURGH SYMPHONY ORCHESTRA | ||||||||
| 600 PENN AVENUE | PITTSBURGH | PA | 15222 | NONE | EXEMPT | CHARITABLE | $12,000 | |
| PROJECT FOR FREEDOM | ||||||||
| 3 PENN CENTER WEST SUITE 223 | PITTSBURGH | PA | 15276 | NONE | EXEMPT | CHARITABLE | $2,500 | |
| RODEF SHALOM | ||||||||
| 4905 FIFTH AVENUE | PITTSBURGH | PA | 15213 | NONE | EXEMPT | CHARITABLE | $5,250 | |
| SOLDIERS AND SAILORS | ||||||||
| 4141 FIFTH AVENUE | PITTSBURGH | PA | 15213 | NONE | EXEMPT | CHARITABLE | $440 | |
| SPROUT FUND | ||||||||
| 5423 PENN AVENUE | PITTSBURGH | PA | 152063423 | NONE | EXEMPT | CHARITABLE | $500 | |
| SQUIRREL HILL HEALTH CENTER | ||||||||
| 4516 BROWNS HILL ROAD | PITTSBURGH | PA | 15217 | NONE | EXEMPT | CHARITABLE | $10,000 | |
| TAL TORAH FOUNDATION INC | ||||||||
| 245 W 99TH STREET UNIT 8B | NEW YORK | NY | 10025 | NONE | EXEMPT | CHARITABLE | $3,600 | |
| THE CHILDREN'S INSTITUTE | ||||||||
| 1405 SHADY AVENUE | PITTSBURGH | PA | 15217 | NONE | EXEMPT | CHARITABLE | $10,000 | |
| THE FOUNDATION SCHOOLS | ||||||||
| 6000 EXECUTIVE BLVD SUITE 605 | ROCKVILLE | MD | 20852 | NONE | EXEMPT | CHARITABLE | $1,000 | |
| THE JEWISH FEDERATIONS OF NORTH AMERICA | ||||||||
| 111 EIGHTH AVENUE SUITE 11E | NEW YORK | NY | 100115201 | NONE | EXEMPT | CHARITABLE | $25,000 | |
| UNITED WAY OF ALLEGHENY COUNTY | ||||||||
| 1205 PENN AVENUE | PITTSBURGH | PA | 15230 | NONE | EXEMPT | CHARITABLE | $20,000 | |
| UNIVERSITY OF PITTSBURGH | ||||||||
| 107 CATHEDRAL OF LEARNING 4200 | PITTSBURGH | PA | 15260 | NONE | EXEMPT | CHARITABLE | $500 | FIFTH AVENUE |
| UPMC CANCER SOCIETY | ||||||||
| 5150 CENTRE AVENUE | PITTSBURGH | PA | 15232 | NONE | EXEMPT | CHARITABLE | $250 | |
| WESTERN PENNSYLVANIA SCHOOL FOR BLIND CHILDREN | ||||||||
| 201 N BELLEFIELD AVENUE | PITTSBURGH | PA | 15213 | NONE | EXEMPT | CHARITABLE | $2,000 | |
| WQED MULTIMEDIA | ||||||||
| FIFTH AVENUE | PITTSBURGH | PA | 15213 | NONE | EXEMPT | CHARITABLE | $4,000 | |
| YESHIVA SCHOOLS OF PITTSBURGH | ||||||||
| 2100 WIGHTMAN STREET | PITTSBURGH | PA | 15217 | NONE | EXEMPT | CHARITABLE | $500 | |
| ZICHRON YEHUDA FUND | ||||||||
| 1127 53RD STREET | BROOKLYN | NY | 11219 | NONE | EXEMPT | CHARITABLE | $3,600 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 2234307 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 64 | RelatedOrExemptFunctionIncome |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 85 | RelatedOrExemptFunctionIncome |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 33 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 620217 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $0 | ExclusionAmount |
| Related Or Exempt Function Income | 620399 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 620399 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps (3 entries)
| Line NumberLineNumber | Relationship StatementRelationshipStatement |
|---|---|
| 4 | EARNINGS FROM INVESTMENTS ARE USED TO MAKE CHARITABLE DONATIONS |
| 5 | EARNINGS FROM INVESTMENTS ARE USED TO MAKE CHARITABLE DONATIONS |
| 8 | EARNINGS FROM INVESTMENTS ARE USED TO MAKE CHARITABLE DONATIONS |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | DAVID SHAPIRA | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O 101 KAPPA DRIVE | AddressLine1 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 15238 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 2100000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Depreciation Schedule DepreciationSchedule
Depreciation Depreciation (3 entries)
| Description Of PropertyDescriptionOfProperty | Date AcquiredDateAcquired | Cost Or Other BasisCostOrOtherBasis | Computation MethodComputationMethod | LifeLife | Current Year ExpenseCurrentYearExpense | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|---|---|---|
| OFFICE FURNITURE | 2012-05-17 | 1980 | 200DB | 5.000000000000 | 1188 | 0 |
| COMPUTER EQUIPMENT | 2012-05-17 | 728 | 200DB | 3.000000000000 | 485 | 0 |
| COMPUTER SOFTWARE | 2012-05-17 | 192 | 200DB | 3.000000000000 | 128 | 0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | 61,631 SHARES CORE MOLDING TECHNOLOGIES | NameOfStock |
| EOY Book Value | 137437 | EOYBookValue |
| EOYFMV | 407997 | EOYFMV |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtc (3 entries)
| Category Or ItemCategoryOrItem | Cost Or Other BasisCostOrOtherBasis | Accumulated DepreciationAccumulatedDepreciation | Book ValueBookValue |
|---|---|---|---|
| OFFICE FURNITURE | 1980 | 1188 | 792 |
| COMPUTER EQUIPMENT | 728 | 485 | 243 |
| COMPUTER SOFTWARE | 192 | 128 | 64 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | Category |
| Amount | $12,501 | Amount |
| Net Investment Income | 3125 | NetInvestmentIncome |
| Disbursements Charitable Prps | 9376 | DisbursementsCharitablePrps |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets (2 entries)
| DescriptionDescription | BOY Book ValueBOYBookValue | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| DUE FROM PNC BANK | 1238 | 1238 | 1238 |
| REFUND RECEIVABLE | 5000 | 5000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (6 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| BANK CHARGES | 180 | 180 | 0 |
| COMPUTER SUPPLIES AND EXPENSES | 64 | 0 | 64 |
| DUES AND SUBSCRIPTIONS | 3745 | 0 | 3745 |
| OFFICE SUPPLIES AND EXPENSE | 887 | 0 | 887 |
| PA REGISTRATION FEE | 15 | 15 | 0 |
| PARKING | 3514 | 0 | 3514 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INCOME FROM CLASS ACTION SETTLEMENT | Description |
| Revenue And Expenses Per Books | 33 | RevenueAndExpensesPerBooks |
| Net Investment Income | 33 | NetInvestmentIncome |
| Adjusted Net Income | 33 | AdjustedNetIncome |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DUE TO UNRELATED PARTY | Description |
| BOY Book Value | 15 | BOYBookValue |
| EOY Book Value | 30 | EOYBookValue |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MELLON PRIVATE ASSET MANAGEMENT- MANAGEMENT FEES | Category |
| Amount | $1,060 | Amount |
| Net Investment Income | 1060 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | Category |
| Amount | $1,793 | Amount |
| Net Investment Income | 1793 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments