MAPLEWOOD FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MAPLEWOOD FOUNDATION (EIN 25-6502637)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-03-09
- IRS object ID
- 202620689349100617
- Schema version
- 2024v5.2
- 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
- Gain Loss Sale Other Assets Sch
- Other Decreases Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-03-09T10:56:56-07:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 251853932 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALIGNED PARTNERS TRUST COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 310 Grant Street Suite 1120 | AddressLine1Txt |
| City | Pittsburgh | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 256502637 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAPLEWOOD FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MAPL | BusinessNameControlTxt |
| Phone | 4122583590 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1606 CARMODY COURT | AddressLine1Txt |
| City | SEWICKLEY | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15143 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN P SHAFFER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4122583590 | PhoneNum |
| Signature | 2025-10-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | John P Shaffer | PreparerPersonNm |
| PTIN | P01213442 | PTIN |
| Phone | 4122583590 | PhoneNum |
| Preparation | 2026-03-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,963,456 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $200,919 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $200,919 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $51,487 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $358,744 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $51,487 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $66,820 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $66,820 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $319,226 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $319,226 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $45,683 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $12,567 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $33,116 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $0 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $4,971 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,617 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $0 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $50,654 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,184 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $33,116 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $241,073 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $241,073 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $291,727 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,184 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $274,189 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $27,499 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $303,042 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $29,066 | CashEOYAmt |
| Cash EOYFMV | $29,066 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $340,921 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $232,004 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $232,004 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| US Government Obligations EOY | $400,278 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $400,893 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $573,224 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,338,164 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,677,565 | CorporateStockEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments BOY | $6,878,150 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,953,731 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,623,928 | OtherInvestmentsEOYFMVAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $131,299 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $7,923,594 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,953,243 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,963,456 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $7,923,594 | CapitalStockBOYAmt |
| Capital Stock EOY | $7,953,243 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,923,594 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,953,243 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,923,594 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,953,243 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,923,594 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $27,499 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,889 | OtherIncreasesAmt |
| Subtotal | $7,953,982 | SubtotalAmt |
| Other Decreases | $739 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,953,243 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2023-12-30 | AcquiredDt |
| Sold | 2025-06-30 | SoldDt |
| Gross Sales Price | $358,744 | GrossSalesPriceAmt |
| Depreciation | $0 | DepreciationAmt |
| Cost Or Other Basis | $307,257 | CostOrOtherBasisAmt |
| Gain Or Loss | $51,487 | GainOrLossAmt |
| FMV As Of123169 | $0 | FMVAsOf123169Amt |
| Adjusted Basis As Of123169 | $0 | AdjustedBasisAsOf123169Amt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | $51,487 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $51,487 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,212 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,212 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,212 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,719 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $2,781 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $5,500 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$5,500 | OriginalReturnOverpaymentAmt |
| Overpayment | $1,288 | OverpaymentAmt |
| Applied To ES Tax | $1,288 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALIGNED PARTNERS TRUST COMPANY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4122583590 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1606 CARMODY CT STE 300 | AddressLine1Txt |
| City | SEWICKLEY | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15143 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| PNC BANK NA | ||||||||
| 500 FIRST AVENUE | PITTSBURGH | PA | 15219 | CO-TRUSTEE | 12.00 | $34,721 | $0 | $0 |
| JOHN CAMPBELL HARMON | ||||||||
| 1001 LIBERTY AVE LIBERTY CTR SUITE | PITTSBURGH | PA | 15219 | CO-TRUSTEE | 2.00 | $10,963 | $0 | $0 |
| GEORGE W CHILDS | ||||||||
| 2772 LIGHTHOUSE PT EAST 300 | BALTIMORE | MD | 21224 | CO-TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $11,944,763 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $303,490 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,248,253 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $12,248,253 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $183,724 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,064,529 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $603,226 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $603,226 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,212 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,212 | TotalTaxAmt |
| Distributable Before Adj | $599,014 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $599,014 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $599,014 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $274,189 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $274,189 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $599,014 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $193,502 | UndistributedIncomePYAmt |
| Qualifying Distributions | $274,189 | QualifyingDistributionsAmt |
| Applied To Year1 | $193,502 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $80,687 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $518,327 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CHURCH OF THE ASCENSION | ||||||
| PO BOX 193 | PARKESBURG | PA | 19365 | PC | GENERAL SUPPORT | $125,000 |
| CATALYST ACADEMY CHARTER SCHOOL | ||||||
| 7061 LEMINGTON AVENUE | PITTSBURGH | PA | 15206 | PC | GENERAL SUPPORT | $116,073 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $241,073 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $200,919 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $51,487 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $252,406 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $252,406 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | PUBLICLY TRADED SECURITIES | AssetDesc |
| How Acquired | Purchased | HowAcquiredTxt |
| Gross Sales Price | $358,744 | GrossSalesPriceAmt |
| Basis | $307,257 | BasisAmt |
| Total Net | $51,487 | TotalNetAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2024 TRANSACTIONS POSTED IN 2025 - PNC | Desc |
| Amt | $739 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CAPITAL GAINS DISTRIBUTIONS | Desc |
| Revenue And Expenses Per Books | $66,820 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $66,820 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2023 TRANSACTIONS POSTED IN 2024 | $1,407 |
| ADJUSTMENT TO BALANCE | $1,482 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXCISE TAX | $1,354 | |
| FOREIGN TAX PAID | $3,617 | $3,617 |
Comments