FARRELL FAM CHARITABLE FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- FARRELL FAM CHARITABLE FOUNDATION (EIN 23-7940677)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-10
- IRS object ID
- 201211319349100206
- 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
- All Oth Prog Rltd Investments Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-10T08:04:14-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237940677 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FARRELL FAMILY CHARITABLE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | FARR | NameControl |
| Phone | 4127685897 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PNC BANK NA 620 LIBERTY AVENUE NO | AddressLine1 |
| Address Line2 | 10THFL | AddressLine2 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 152222705 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DALE W KOHSER | Name |
| Title | ASSISTANT VICE PRESIDENT | Title |
| Phone | 4127685897 | Phone |
| Date Signed | 2012-05-10 | DateSigned |
| 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 | 3140022 | 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 |
| Interest On Savings Rev And Expnss | 355 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 355 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 9516 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 9516 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 1748985 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 3048985 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 3048985 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 15 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 0 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 1758871 | TotalRevenueAndExpenses |
| Total Net Investment Income | 3058856 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 11089 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 9980 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 1109 | CompOfcrDirTrstDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 22438 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 22438 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 0 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 700 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 700 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 26046 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 831 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 831 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 61104 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 33249 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1809 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 875500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 875500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 936604 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 33249 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 877309 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 822267 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 3025607 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 788132 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 2236724 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 2236724 | SavingsAndTempCashInvstEOYFMV |
| Investments Other BOY | 1534925 | InvestmentsOtherBOY |
| Investments Other EOY | 908600 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 903298 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 2323057 | TotalAssetsBOY |
| Total Assets EOY | 3145324 | TotalAssetsEOY |
| Total Assets EOYFMV | 3140022 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 2322557 | CapitalStockBOY |
| Capital Stock EOY | 3145181 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 500 | RetainedEarningsBOY |
| Retained Earnings EOY | 143 | RetainedEarningsEOY |
| Total Net Assets BOY | 2323057 | TotalNetAssetsBOY |
| Total Net Assets EOY | 3145324 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2323057 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 3145324 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2323057 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 822267 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 3145324 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 3145324 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|
| STEEL WHEEL ACQUISTION CORP | P | 3046457 | 3046457 | 3046457 |
| CAPITAL GAINS DIVIDENDS | P | 2528 | 2528 | 2528 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 3048985 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 70696 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1284189 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.055051 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 110257 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1240804 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.088859 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 117532 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1333934 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.088109 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 281611 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 218076 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 1.291343 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 757857 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 404115 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 1.875350 | DistributionRatioYear5 |
| Total Distribution Ratio | 3.398712 | TotalDistributionRatio |
| Average Distribution Ratio | 0.679742 | AverageDistributionRatio |
| Net Noncharitable Assets | 2518918 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 1712214 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 30256 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 1742470 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 877309 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 60512 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 60512 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 60512 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 13760 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 13760 | TotalCreditsAndPayments |
| Tax Due | 46752 | TaxDue |
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 Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PNC BANK NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 4127685897 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 620 LIBERTY AVENUE | AddressLine1 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 152222705 | 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 | 1 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| PNC BANKNA | ||||||||
| 620 LIBERTY AVENUE | PITTSBURGH | PA | 152222705 | TRUSTEE | 3.00 | 11089 | 0 | 0 |
| MICHAEL J FARRELL | ||||||||
| 1200 REEDSDALE STREET | PITTSBURGH | PA | 15233 | CHAIRMAN OF THE BOARD | 1.00 | 0 | 0 | 0 |
| THOMAS J REINECKE | ||||||||
| 1200 REEDSDALE STREET | PITTSBURGH | PA | 152222705 | BOARD MEMBER | 1.00 | 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 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
| Expenses1 | 0 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
| Amount1 | 0 | Amount1 |
| All Oth Prog Rltd Investments Total | 0 | AllOthProgRltdInvestmentsTotal |
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 2557277 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 0 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2557277 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 2557277 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 38359 | CashDeemedCharitable |
| Net Noncharitable Assets | 2518918 | NetNoncharitableAssets |
| Minimum Investment Return | 125946 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 125946 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 60512 | TaxBasedOnInvestmentIncome |
| Total Tax | 60512 | TotalTax |
| Distributable Amount Before Adj | 65434 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 65434 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 65434 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 877309 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 877309 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 877309 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 65434 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 753929 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 280685 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 50968 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 49701 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 20212 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 1155495 | TotalExcessDistriCarryover |
| Qualifying Distributions | 877309 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 65434 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 811875 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 1967370 | 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 | 753929 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 1213441 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 280685 | ExcessFromYear4 |
| Excess From Year3 | 50968 | ExcessFromYear3 |
| Excess From Year2 | 49701 | ExcessFromYear2 |
| Excess From Year1 | 20212 | ExcessFromYear1 |
| Excess From Current Year | 811875 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | FARRELL FAMILY CHARITABLE FOUNDATIO | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O FARRELL CO 1200 REEDSDALE | AddressLine1 |
| Address Line2 | STREET | AddressLine2 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 15233 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 4122372260 | RecipientPhoneNumber |
| Form And Info And Materials | APPLICATION CAN BE MADE IN LETTER FORM | FormAndInfoAndMaterials |
| Submission Deadlines | NO SUBMISSION DEADLINES | SubmissionDeadlines |
| Restrictions On Awards | IN THEIR DISCRETION, THE BOARD OF DIRECTORS SHALL SELECT SUCH CHARITABLE ORGANIZATIONS WHOSE ACTIVITIES ARE CONCENTRATED IN THE CULTURAL, MUSEUM, RELIGIOUS, YOUTH DEVELOPMENT, MEDICAL AND EDUCATIONAL FIELDS. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (14 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| CATHOLIC CAMPUS MINISTRY FOR PENN STATE CO DIOCESE OF ALTOONA-JOHNSTOWN | |||||||
| PO BOX 409 | HOLLIDAYSBURG | PA | 16648 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $200,000 |
| CREATE | |||||||
| ONE EAST BROADWAY | EUGENE | OR | 97401 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $500 |
| DEE DEE SACCO - FIGHT FOR LIFE FUND | |||||||
| 942 CENTER AVE | PITTSBURGH | PA | 15238 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $800 |
| GIRLS HOPE OF PITTSBURGH | |||||||
| 1020 STATE STREET | BADEN | PA | 15005 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $300 |
| HOPE NETWORK | |||||||
| PO BOX 11460 | PITTSBURGH | PA | 15238 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $300 |
| MAKE A WISH FOUNDATION | |||||||
| 1111 MARCUS AVENUE STE LL22 | LAKE SUCCESS | NY | 11042 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $5,000 |
| PENN STATE UNIVERSITY | |||||||
| ONE OLD MAIN | UNIVERSITY PARK | PA | 16802 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $10,000 |
| PITTSBURGH CIVIC LIGHT OPERA GUILD | |||||||
| 12420 LONGVIEW DR | NORTH HUNTINGDON | PA | 15642 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $100 |
| PRO KIDS GOLF THE FIRST TEE OF SAN DIEGO | |||||||
| 4085 52ND STREET | SAN DIEGO | CA | 92105 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $500 |
| SHADYSIDE ACADEMY | |||||||
| 423 FOX CHAPEL ROAD | PITTSBURGH | PA | 15238 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $650,000 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| PO BOX 50 | MEMPHIS | TN | 38101 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $2,500 |
| THE PENNSYLVANIA STATE UNIVERSITY SMEAL COLLEGE OF BUSINESS | |||||||
| 210 BUSINESS BUILDING | UNIVERSITY PARK | PA | 16802 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $2,000 |
| UNITED WAY | |||||||
| 13 EAST THIRD STREET | LEWISTON | PA | 17044 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $1,000 |
| UPLIFTING ATHELETES INC | |||||||
| PO BOX 1298 | CAMP HILL | PA | 17001 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 875500 | 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) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $355 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $9,516 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $1,748,985 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FEDERAL EXCISE TAX REFUND | Description |
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $15 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $1,758,871 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 1758871 | 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 | TAX PREPARATION FEE | Category |
| Amount | $700 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 700 | DisbursementsCharitablePrps |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Oth Prog Rltd Investments AllOthProgRltdInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | N/A | Description |
| Amount | $0 | Amount |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (2 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| MUTUAL FUNDS - EQUITY | AT COST | 908600 | 903298 |
| OTHER EQUITY ASSETS | AT COST | 0 | 0 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | Category |
| Amount | $22,438 | Amount |
| Net Investment Income | 22438 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| VALUATION FEE | 431 | 431 | 0 |
| SHARE OF PWC FEES | 400 | 400 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FEDERAL EXCISE TAX REFUND | Description |
| Revenue And Expenses Per Books | 15 | RevenueAndExpensesPerBooks |
| Adjusted Net Income | 15 | AdjustedNetIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| ESTIMATED FEDERAL EXCISE TAX | $13,760 | 0 | 0 |
| FEDERAL EXCISE TAX BALANCE DUE | $12,286 | 0 | 0 |
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