ROBERT I GLIMCHER FAMILY FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT I GLIMCHER FAMILY FOUNDATION (EIN 20-7366908)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-10-05
- IRS object ID
- 201202799349100400
- Schema version
- 2011v1.2
- 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
- Applied To Prior Year Election
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-10-05T08:30:44-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | 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 | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 207366908 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT I GLIMCHER FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ROBE | NameControl |
| Phone | 4123922021 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE MELLON CENTER 500 GRANT STREET | AddressLine1 |
| Address Line2 | NO 2000 | AddressLine2 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 15219 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT I GLIMCHER | Name |
| Title | TRUSTEE | Title |
| Phone | 4123922021 | Phone |
| Date Signed | 2012-09-04 | 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 | 2011 | 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 | 1056422 | 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 | 21897 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 21897 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 2065 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 25000 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 2065 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 47 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 0 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 24009 | TotalRevenueAndExpenses |
| Total Net Investment Income | 23962 | 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 | 7773 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Interest Rev And Expnss | 404 | InterestRevAndExpnss |
| Interest Net Invst Incm | 0 | InterestNetInvstIncm |
| Interest Dsbrs Chrtbl Prps | 0 | InterestDsbrsChrtblPrps |
| Taxes Rev And Expnss | 1035 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 64 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 64 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 9276 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 64 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 50389 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 50389 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 59665 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 64 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 50389 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -35656 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 23898 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 13497 | CashBOY |
| Cash EOY | 776 | CashEOY |
| Cash EOYFMV | 776 | CashEOYFMV |
| Investments Corp Stock BOY | 46281 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 46281 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 250225 | InvestmentsCorpStockEOYFMV |
| Other Assets BOY | 774671 | OtherAssetsBOY |
| Other Assets EOY | 751736 | OtherAssetsEOY |
| Other Assets EOYFMV | 805421 | OtherAssetsEOYFMV |
| Total Assets BOY | 834449 | TotalAssetsBOY |
| Total Assets EOY | 798793 | TotalAssetsEOY |
| Total Assets EOYFMV | 1056422 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 834449 | UnrestrictedBOY |
| Unrestricted EOY | 798793 | UnrestrictedEOY |
| Total Net Assets BOY | 834449 | TotalNetAssetsBOY |
| Total Net Assets EOY | 798793 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 834449 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 798793 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 834449 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -35656 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 798793 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 798793 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | 199.5386 SHS IDAS QP | DescriptionOfAsset |
| How Acquired | P | HowAcquired |
| Date Acquired | 2008-01-01 | DateAcquired |
| Date Sold | 2011-04-01 | DateSold |
| Gross Sales Price | 25000 | GrossSalesPrice |
| Cost Or Other Basis | 22935 | CostOrOtherBasis |
| Gain Or Loss | 2065 | GainOrLoss |
| Gains Minus Excess Or Losses | 2065 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 2065 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 57316 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1052082 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.054479 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 46887 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 921911 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.050858 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 2360 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 735612 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.003208 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 0 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 111005 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.0 | DistributionRatioYear4 |
| Total Distribution Ratio | 0.108545 | TotalDistributionRatio |
| Average Distribution Ratio | 0.027136 | AverageDistributionRatio |
| Net Noncharitable Assets | 1054254 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 28608 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 239 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 28847 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 50389 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 239 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 239 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 239 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 520 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 520 | TotalCreditsAndPayments |
| Overpayment | 281 | Overpayment |
| Amount Credited To Next Year | 281 | 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 | ROBERT I GLIMCHER | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 4123922021 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 GRANT STREET SUITE 2000 | AddressLine1 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 15219 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | ROBERT I GLIMCHER | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 GRANT ST SUITE 2000 | AddressLine1 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 15219 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | Title |
| Avg Hours Per Wk Devoted To Position | 2.00 | AvgHoursPerWkDevotedToPosition |
| Compensation | 0 | Compensation |
| Contri To Empl Benefit Plans Etc | 0 | ContriToEmplBenefitPlansEtc |
| Expense Account Other Allowances | 0 | ExpenseAccountOtherAllowances |
| 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 | 252486 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 12402 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 805421 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1070309 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1070309 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 16055 | CashDeemedCharitable |
| Net Noncharitable Assets | 1054254 | NetNoncharitableAssets |
| Minimum Investment Return | 52713 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 52713 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 239 | TaxBasedOnInvestmentIncome |
| Total Tax | 239 | TotalTax |
| Distributable Amount Before Adj | 52474 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 52474 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 52474 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 50389 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 50389 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 239 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 50150 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 52474 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 21822 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 50389 | QualifyingDistributions |
| Applied To Year1 | 21822 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 28567 | 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 | 23907 | 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 | ROBERT I GLIMCHER | ContributingManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | ROBERT I GLIMCHER | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 GRANT STREET | AddressLine1 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 15219 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 4123922021 | RecipientPhoneNumber |
| Form And Info And Materials | LETTER OF INQUIRY | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (35 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ABRAMS HEBREW ACADEMY | |||||||
| 31 W COLLEGE AVENUE | YARDLEY | PA | 19067 | NONE | 501(C)(3), 170(B)(1) | 2011 ANNUAL FUND DRIVE | $1,000 |
| AISH PHILADELPHIA | |||||||
| 50 E MONTGOMERY AVE | BALA CYNWYD | PA | 19004 | NONE | 501(C)(3), 170(B)(1) | ISRAEL AWARENESS | $1,000 |
| ARTHUR G JAMES CANCER HOSPITAL AND RICHARD J SOLOVE RESEARCH INSTITUTE | |||||||
| 300 W 10TH AVENUE | COLUMBUS | OH | 43054 | NONE | 501(C)(3), 170(B)(1) | GENERAL SUPPORT | $180 |
| ARTHUR G JAMES CANCER HOSPITAL AND RICHARD J SOLOVE RESEARCH INSTITUTE | |||||||
| 300 W 10TH AVENUE | COLUMBUS | OH | 43054 | NONE | 501(C)(3), 170(B)(1) | PELOTONIA | $100 |
| BNOT SHERUT OF PITTSBURGH | |||||||
| 5685 BEACON STREET | PITTSBURGH | PA | 15217 | NONE | 501(C)(3) | SHEIRUT LEUMI GIRLS | $1,000 |
| BOSTON UNIVERSITY | |||||||
| 595 COMMONWEALTH AVE STE 700 | BOSTON | MA | 02215 | NONE | 501(C)(3), 170(B)(1) | SCHOOL OF MANAGEMENT | $100 |
| CAL RIPKEN SR FOUNDATION | |||||||
| 1427 CLARKVIEW RD STE 100 | BALTIMORE | MD | 21209 | NONE | 501(C)(3), 170(B)(1) | GENERAL SUPPORT | $1,000 |
| CHALLENGE ASPEN | |||||||
| PO BOX 6639 | SNOWMASS VILLAGE | CO | 81615 | NONE | 501(C)(3), 509(A)(2) | GENERAL SUPPORT | $150 |
| CHILDREN'S HOSPITAL OF PITTSBURGH FOUNDATION | |||||||
| 4401 PENN AVENUE | PITTSBURGH | PA | 15224 | NONE | 501(C)(3), 170(B)(1) | GENERAL SUPPORT | $2,500 |
| CONGREGATION BETH SHALOM | |||||||
| 5915 BEACON STREET | PITTSBURGH | PA | 15217 | NONE | 501(C)(3) | ANNUAL DUES | $1,764 |
| CONGREGATION POALE ZEDECK | |||||||
| 6318 PHILLIPS AVENUE | PITTSBURGH | PA | 15217 | NONE | 501(C)(3) | 2011 DUES | $1,100 |
| CYSTIC FIBROSIS FOUNDATION | |||||||
| 10801 PEAR TREE LANE | ST LOUIS | MO | 63074 | NONE | 501(C)(3), 170(B)(1) | GENERAL SUPPORT | $250 |
| ENTREPRENEURING YOUTH | |||||||
| 307 4TH AVE SUITE 500 | PITTSBURGH | PA | 15222 | NONE | 501(C)(3), 170(B)(1) | GENERAL SUPPORT | $250 |
| HILLEL JEWISH UNIVERSITY CENTER OF PITTSBURGH | |||||||
| 4607 FORBES AVENUE | PITTSBURGH | PA | 15213 | NONE | 501(C)(3), 170(B)(1) | GENERAL SUPPORT | $2,500 |
| JEWISH ASSOCIATION ON AGING | |||||||
| 200 JHF DRIVE | PITTSBURGH | PA | 15217 | NONE | 501(C)(3), 509(A)(2) | EIGHTY OVER EIGHTY EVENT | $500 |
| JEWISH COMMUNITY CENTER (ST LOUIS) | |||||||
| 2 MILLSTONE CAMPUS DRIVE | ST LOUIS | MO | 63146 | NONE | 501(C)(3), 509(A)(2) | GENERAL SUPPORT | $700 |
| JEWISH COMMUNITY CENTER OF GREATER PITTSBURGH | |||||||
| 5738 FORBES AVENUE | PITTSBURGH | PA | 15217 | NONE | 501(C)(3), 509(A)(2) | GENERAL SUPPORT | $1,000 |
| JEWISH COMMUNITY RELATIONS COUNCIL | |||||||
| 12 NORTH 12TH STREET STE 480 | MINNEAPOLIS | MN | 55403 | NONE | 501(C)(3), 170(B)(1) | 9TH ANNUAL EVENT | $1,000 |
| JEWISH FEDERATION OF GREATER PITTSBURGH | |||||||
| 234 MCKEE PLACE | PITTSBURGH | PA | 15213 | NONE | 501(C)(3), 170(B)(1) | JAPAN RELIEF FUND | $1,000 |
| JUVENILE DIABETES RESEARCH FOUNDATION (JDRF) - ROCHESTER NY CHAPTER | |||||||
| 1200-A SCOTTSVILLE ROAD | ROCHESTER | NY | 14624 | NONE | 501(C)(3), 170(B)(1) | GENERAL SUPPORT | $180 |
| JUVENILE DIABETES RESEARCH FOUNDATION (JDRF) | |||||||
| 960 PENN AVENUE | PITTSBURGH | PA | 15222 | NONE | 501(C)(3), 170(B)(1) | GENERAL SUPPORT | $250 |
| LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| 333 EAST CARSON STREET | PITTSBURGH | PA | 15219 | NONE | 501(C)(3), 170(B)(1) | GENERAL SUPPORT | $100 |
| MELITZ AMERICA | |||||||
| 5708 PARK HEIGHTS AVE | BALTIMORE | MD | 21215 | NONE | 501(C)(3) | GENERAL SUPPORT | $250 |
| NATIONAL MS SOCIETY | |||||||
| 1501 REEDSDALE STREET | PITTSBURGH | PA | 15233 | NONE | 501(C)(3), 170(B)(1) | GENERAL SUPPORT | $1,094 |
| NATIONAL MS SOCIETY | |||||||
| 1501 REEDSDALE STREET | PITTSBURGH | PA | 15233 | NONE | 501(C)(3), 170(B)(1) | GENERAL SUPPORT | $1,800 |
| PITTSBURGH CULTURAL TRUST | |||||||
| 803 LIBERTY AVENUE | PITTSBURGH | PA | 15222 | NONE | 501(C)(3), 170(B)(1) | 2010 CIRCLES MEMBERSHIP PLEDGE | $2,500 |
| PITTSBURGH MIDDLE EAST INSTITUTE | |||||||
| 2640 ONE MELLON CTR 500 GRANT ST | PITTSBURGH | PA | 15219 | NONE | 501(C)(3), 170(B)(1) | GENERAL SUPPORT | $250 |
| RODEF SHALOM | |||||||
| 4905 FIFTH AVENUE | PITTSBURGH | PA | 15213 | NONE | 501(C)(3) | RABBI BISNO FOR GIVATI ARMY UNIT ISRAEL | $4,250 |
| SID JACOBSON JEWISH COMMUNITY CTR | |||||||
| 300 FOREST DRIVE | EAST HILLS | NY | 11548 | NONE | 501(C)(3) | SPONSOR LAURIANE PINTO - LOUISIANA RELIEF TRIP | $36 |
| SQUIRREL HILL MEALS ON WHEELS | |||||||
| 5505 FORBES AVENUE | PITTSBURGH | PA | 15217 | NONE | 501(C)(3), 170(B)(1) | GENERAL SUPPORT | $250 |
| STUDENT ATHLETE ACADEMY | |||||||
| 912 41ST STREET | OAKLAND | CA | 94608 | NONE | 501(C)(3) | GENERAL SUPPORT | $1,000 |
| THE FRIENDSHIP CIRCLE | |||||||
| 5872 NORTHUMBERLAND STREET | PITTSBURGH | PA | 15217 | NONE | 501(C)(3) | TO SUPPORT THE FRIENDS ALL AROUND PROJECT | $3,600 |
| TREE OF LIFE | |||||||
| 5898 WILKINS AVENUE | PITTSBURGH | PA | 15217 | NONE | 501(C)(3) | ANNUAL DUES | $1,635 |
| WINCHESTER THURSTON | |||||||
| 555 MOREWOOD AVENUE | PITTSBURGH | PA | 15213 | NONE | 501(C)(3), 170(B)(1) | 2010-2011 W-T FUND | $12,500 |
| YESHIVA SCHOOLS | |||||||
| 2100 WIGHTMAN STREET | PITTSBURGH | PA | 15217 | NONE | 501(C)(3), 170(B)(1) | GENERAL SUPPORT | $3,600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 50389 | 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 | $21,897 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $2,065 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | IRS REFUND | Description |
| Related Or Exempt Function Income | 47 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $23,962 | ExclusionAmount |
| Related Or Exempt Function Income | 47 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 24009 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11A | LineNumber |
| Relationship Statement | REFUND WAS USED TO FURTHER THE FOUNDATION'S EXEMPT PURPOSE. | RelationshipStatement |
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 | $7,773 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | PURSUANT TO IRC SECTION 4942(H)(2) AND REG 53.4942(A)-3(D)(2), THE ABOVE REFERENCED FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF THE FOLLOWING: TAX YEAR AMOUNT 2007 $1,547 2008 $26,979_________________________________ _____________OFFICER SIGNATURE DATE | Election |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (2 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| J M SMUCKER CO NEW | 71 | 235 |
| GLIMCHER REALTY | 46210 | 249990 |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INSTITUTIONAL DIVERSIFIED ARBITRAGE STRATEGIES | Description |
| BOY Book Value | 774671 | BOYBookValue |
| EOY Book Value | 751736 | EOYBookValue |
| EOYFMV | 805421 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BANK FEES | Description |
| Revenue And Expenses Per Books | 64 | RevenueAndExpensesPerBooks |
| Net Investment Income | 64 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | IRS REFUND | Description |
| Revenue And Expenses Per Books | 47 | RevenueAndExpensesPerBooks |
| Adjusted Net Income | 47 | AdjustedNetIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES PAID | Category |
| Amount | $1,035 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments