DOLLAR BANK FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
DOLLAR BANK FOUNDATION (EIN 25-1822243)
Tax period
2024-12-01 to 2025-11-30
Filed
2026-08-24
IRS object ID
202642369349100554
Schema version
2024v5.5
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-08-24T09:51:53-05:00ReturnTs
Tax Period End2025-11-30TaxPeriodEndDt
Return Type990PFReturnTypeCd
Tax Period Begin2024-12-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN251822243EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DOLLAR BANK FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlDOLLBusinessNameControlTxt
Phone4122617652PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line120 STANWIX STREETAddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15222ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTHOMAS M DOBROSIELSKIPersonNm
Person TitleTREASURERPersonTitleTxt
Phone4122613062PhoneNum
Signature2026-08-24SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$29,433,234FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,500,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$602,655InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$602,655InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$602,655InterestOnSavingsAdjNetIncmAmt
Cap Gain Net Incm Net Invst Incm$3,588,264CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$2,102,655TotalRevAndExpnssAmt
Total Net Invst Incm$4,190,919TotalNetInvstIncmAmt
Total Adj Net Incm$602,655TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$15,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$15,500AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$15,500AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$57,243TaxesRevAndExpnssAmt
Taxes Net Invst Incm$57,243TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$72,743TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$72,743TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$15,500TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,303,220ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,303,220ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,375,963TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$72,743TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$15,500TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$2,303,220TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$273,308ExcessRevenueOverExpensesAmt
Net Investment Income$4,118,176NetInvestmentIncomeAmt
Adjusted Net Income$587,155AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$5,875CashBOYAmt
Cash EOY$2,957CashEOYAmt
Cash EOYFMV$2,957CashEOYFMVAmt
Sav And Temp Cash Invst BOY$4,429,249SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$3,687,603SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$3,687,603SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$16,093,735OtherInvestmentsBOYAmt
Other Investments EOY$20,156,298OtherInvestmentsEOYAmt
Other Investments EOYFMV$25,742,016OtherInvestmentsEOYFMVAmt
Other Assets BOY$2,901OtherAssetsBOYAmt
Other Assets EOY$658OtherAssetsEOYAmt
Other Assets EOYFMV$658OtherAssetsEOYFMVAmt
Total Assets BOY$20,531,760TotalAssetsBOYAmt
Total Assets EOY$23,847,516TotalAssetsEOYAmt
Total Assets EOYFMV$29,433,234TotalAssetsEOYFMVAmt
Accounts Payable BOY$4,200AccountsPayableBOYAmt
Accounts Payable EOY$5,000AccountsPayableEOYAmt
Total Liabilities BOY$4,200TotalLiabilitiesBOYAmt
Total Liabilities EOY$5,000TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$19,589,569NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$22,874,699NoDonorRstrNetAssestsEOYAmt
Donor Rstr Net Assets BOY$937,991DonorRstrNetAssetsBOYAmt
Donor Rstr Net Assets EOY$967,817DonorRstrNetAssetsEOYAmt
Tot Net Ast Or Fund Balances BOY$20,527,560TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$23,842,516TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$20,531,760TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$23,847,516TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$20,527,560TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$273,308ExcessRevenueOverExpensesAmt
Other Increases$3,588,264OtherIncreasesAmt
Subtotal$23,842,516SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$23,842,516TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
T ROWE PRICE MID-CAP GROWTHP$149,660$149,660$149,660
T ROWE PRICE MID-CAP GROWTHP$415,762$415,762$415,762
VANGUARD INTERNATIONAL GROWTH ADMP$30,526$30,526$30,526
VANGUARD INTERNATIONAL GROWTH ADMP$955$955$955
VANGUARD MID CAP INDEXP$2,142,678$2,142,678$2,142,678
VANGUARD EXPLORER FUND ADMIRALP$162,415$162,415$162,415
VANGUARD EXPLORER FUND ADMIRALP$25,649$25,649$25,649
VANGUARD EXPLORER FUND ADMIRALP$435,806$435,806$435,806
VANGUARD PRIMECAP FUND ADMIRALP$222,474$222,474$222,474
VANGUARD PRIMECAP FUND ADMIRALP$2,339$2,339$2,339
FieldValueIRS element (for citing)
Capital Gain Net Income$3,588,264CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$0NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$57,243InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$57,243SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$57,243TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$58,614EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$25,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$83,614TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$26,371OverpaymentAmt
Applied To ES Tax$26,371AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StatePAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.GUIDESTAR.ORGWebsiteAddressTxt
Individual With BooksTHOMAS M DOBROSIELSKIIndividualWithBooksNm
Phone4122613062PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line120 STANWIX STREETAddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15222ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (19 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JAMES P WHEELER
20 STANWIX STREETPITTSBURGHPA15222PRESIDENT, DIRECTOR0.00$0$0$0
LISA L GRIFFITH
20 STANWIX STREETPITTSBURGHPA15222ASST. TREASURER, DIRECTOR0.00$0$0$0
MORTON D STANFIELD JR
20 STANWIX STREETPITTSBURGHPA15222VICE PRESIDENT, DIRECTOR0.00$0$0$0
BERRY GRANT III
20 STANWIX STREETPITTSBURGHPA15222DIRECTOR0.00$0$0$0
JOSEPH R TOTH
20 STANWIX STREETPITTSBURGHPA15222DIRECTOR0.00$0$0$0
MARIA W AMORUSO
20 STANWIX STREETPITTSBURGHPA15222DIRECTOR0.00$0$0$0
PETER KUBISKA
20 STANWIX STREETPITTSBURGHPA15222VICE PRESIDENT0.00$0$0$0
WILLIAM M ELLIOTT JR
20 STANWIX STREETPITTSBURGHPA15222DIRECTOR0.00$0$0$0
REBECCA A YAGO
20 STANWIX STREETPITTSBURGHPA15222VICE PRESIDENT0.00$0$0$0
DAVID PARADISE
20 STANWIX STREETPITTSBURGHPA15222VICE PRESIDENT0.00$0$0$0
JAMES HINTON
20 STANWIX STREETPITTSBURGHPA15222VICE PRESIDENT0.00$0$0$0
DOROTHY CURTIS
20 STANWIX STREETPITTSBURGHPA15222VICE PRESIDENT0.00$0$0$0
WILLIAM R CAMP
20 STANWIX STREETPITTSBURGHPA15222SECRETARY0.00$0$0$0
THOMAS M DOBROSIELSKI
20 STANWIX STREETPITTSBURGHPA15222TREASURER0.00$0$0$0
BRIAN BRUBAKER
20 STANWIX STREETPITTSBURGHPA15222ASST. TREASURER0.00$0$0$0
CHRISTINE A SAUNDERS
20 STANWIX STREETPITTSBURGHPA15222ASST. SECRETARY0.00$0$0$0
MATTHEW PHILLIPS
20 STANWIX STREETPITTSBURGHPA15222VICE PRESIDENT0.00$0$0$0
JASON S JONES
20 STANWIX STREETPITTSBURGHPA15222VICE PRESIDENT0.00$0$0$0
EMELIA BURKHART
20 STANWIX STREETPITTSBURGHPA15222VICE PRESIDENT0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$26,853,087AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$23,815AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$26,876,902TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$26,876,902AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$403,154CashDeemedCharitableAmt
Net Vl Noncharitable Assets$26,473,748NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,323,687MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,323,687MinimumInvestmentReturnAmt
Tax Based On Investment Income$57,243TaxBasedOnInvestmentIncomeAmt
Total Tax$57,243TotalTaxAmt
Distributable Before Adj$1,266,444DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,266,444DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,266,444DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,303,220ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,303,220QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,266,444DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$369,931ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$113,556ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$464,955ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$322,384ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$67,701ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,338,527TotalExcessDistributionCyovAmt
Qualifying Distributions$2,303,220QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,266,444AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,036,776RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$2,375,303TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$369,931ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,005,372ExcessDistriCyovToNextYrAmt
Excess From Year4$113,556ExcessFromYear4Amt
Excess From Year3$464,955ExcessFromYear3Amt
Excess From Year2$322,384ExcessFromYear2Amt
Excess From Year1$67,701ExcessFromYear1Amt
Excess From Current Year$1,036,776ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonDOLLAR BANK FOUNDATION CO DOLLAR BARecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line120 STANWIX STREET 18TH FLOORAddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15222ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4122617652RecipientPhoneNum
Form And Info And MaterialsApplicants should become familiar with the giving guidelines, which are subject to change without notice. Each request is analyzed on a case-by-case basis. Grants are made on an annual basis. All requests must be submitted in writing, and include proof of IRS 501 (c)(3) tax-exempt status, description of the organization and the specific program for which it seeks support, description of how the grant will benefit the community, the amount being requested, an itemized budget for any project, and past record of support, by the Foundation or Dollar Bank. The Foundation receives more funding request than it can grant in any year. If it is necessary to decline support of a worthwhile organization or program, the decision is not an adverse reflection on the value of the non-profit or its service. Contributions of grants do not establish entitlement for continuing support.FormAndInfoAndMaterialsTxt
Submission DeadlinesNOSubmissionDeadlinesTxt
Restrictions On AwardsAs a general rule, the Foundation will not provide support to organizations outside the geographic boundaries served by Dollar Bank and its subsidiaries. In addition, the Foundation generally will not support organizations without IRS 501(c)(3) tax-exempt status, individuals, political organizations, candidates or lobbying efforts, labor or fraternal organizations, religious organizations, with respect to religiously oriented activities and/or programs, hospital or other health care delivery facilities that are not 501 (c)(3) non-profits, non-academic efforts at the elementary thru high school levels, sports teams except for youth sports programs in underserved communities where sports programs directly address social development, mentorship, and anti-violence initiatives. Note: IRS rules prohibit any contributions that would result in a direct benefit to Dollar Bank or its employees.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (118 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
412 FOOD RESCUE
6140 STATION STPITTSBURGHPA15206ASSISTANCE FOR SOCIAL SERVICES$9,000
A CALL TO CARE INC
336 FOURTH AVEPITTSBURGHPA15222ASSISTANCE FOR SOCIAL SERVICES$1,300
A PLACE 4 ME COLLABORATIVE
4100 FRANKLIN BLVDCLEVELANDOH44113COMMUNITY DEVELOPMENT$5,000
ADAGIO HEALTH
603 STANWIX STREETPITTSBURGHPA15222ASSISTANCE FOR SOCIAL SERVICES$8,000
ALLEGHENY CONFERENCE ON COMMUNITY DEVELOPMENT
11 STANWIX STREET 17TH FLOORPITTSBURGHPA15222COMMUNITY DEVELOPMENT$1,000,000
ALLEGHENY COUNTY HABITAT FOR HUMANITY
PO BOX 3162LAVALEMD21504COMMUNITY DEVELOPMENT$10,000
ALLEGHENY COUNTY LIBRARY ASSOCIATION
22 WABASH STREET - SUITE 202PITTSBURGHPA15220ASSISTANCE FOR EDUCATIONAL PROGRAMS$20,000
ALUMNI THEATER COMPANY
6601 HAMILTON AVEPITTSBURGHPA15206ASSISTANCE FOR ARTS PROGRAMS$10,000
AMERICAN ASSOCIATION OF PEOPLE WITH DISABILITIES
1030 15TH ST NW STE 500EWASHINGTONDC20005ASSISTANCE FOR SOCIAL SERVICES$2,500
ASCENDER
6401 PENN AVEPITTSBURGHPA15206COMMUNITY DEVELOPMENT$5,000
BESSIE'S ANGELS
17017 S MILES RDCLEVELANDOH44128ASSISTANCE FOR SOCIAL SERVICES$2,000
BIG BROTHERS BIG SISTERS OF GREATER PITTSBURGH
5989 CENTRE AVENUE SUITE 1PITTSBURGHPA15206ASSISTANCE FOR EDUCATIONAL PROGRAMS$10,000
BOYS & GIRLS CLUB OF NORTHEAST OHIO
6114 BROADWAY AVECLEVELANDOH44127ASSISTANCE FOR SOCIAL SERVICES$35,000
BOYS & GIRLS CLUB OF SOUTHEAST VIRGINIA
1300 DIAMOND SPRINGS RDVIRGINIA BEACHVA23455ASSISTANCE FOR EDUCATIONAL PROGRAMS$3,000
BRADDOCK CARNEGIE LIBRARY ASSOCIATION
526 BRADDOCK AVEBRADDOCKPA15104ASSISTANCE FOR EDUCATIONAL PROGRAMS$20,000
CATHOLIC CHARITIES OF THE DIOCESE OF PITTSBURGH
111 BOULEVARD OF THE ALLIESPITTSBURGHPA15222COMMUNITY DEVELOPMENT$33,000
CENTER FOR ARTS-INSPIRED LEARNING
10917 MAGNOLIA DRCLEVELANDOH44106ASSISTANCE FOR EDUCATIONAL PROGRAMS$10,000
CHESAPEAKE PUBLIC SCHOOLS EDUCATIONAL FOUNDATION
312 CEDAR RDCHESAPEAKEVA23322ASSISTANCE FOR EDUCATIONAL PROGRAMS$9,000
CHESAPEAKE REGIONAL HEALTH FOUNDATION
736 BATTLEFIELD BLVD NCHESAPEAKEVA23320ASSISTANCE FOR SOCIAL SERVICES$10,000
CHILDREN'S HOSPITAL OF THE KING'S DAUGHTERS
601 CHILDRENS LNNORFOLKVA23507ASSISTANCE FOR SOCIAL SERVICES$10,000
CHN HOUSING PARTNERS
2999 PAYNE AVECLEVELANDOH44114ASSISTANCE FOR SOCIAL SERVICES$20,000
CLEVELAND FOUNDRY
1831 COLUMBUS RDCLEVELANDOH44113COMMUNITY DEVELOPMENT$3,500
CLEVELAND PUBLIC THEATER
6415 DETROIT AVECLEVELANDOH44102ASSISTANCE FOR ARTS PROGRAMS$3,000
CLEVELAND STATE UNIVERSITY FOUNDATION
2121 EUCLID AVENUECLEVELANDOH44115ASSISTANCE FOR EDUCATIONAL PROGRAMS$2,500
CLEVELAND ZOOLOGICAL SOCIETY
3900 WILDLIFE WAYCLEVELANDOH44109ASSISTANCE FOR ARTS PROGRAMS$10,000
COMMUNITY COLLEGE OF ALLEGHENY COUNTY EDUCATIONAL FOUNDATION
808 RIDGE AVEPITTSBURGHPA15212ASSISTANCE FOR EDUCATIONAL PROGRAMS$5,000
CUYAHOGA COMMUNITY COLLEGE FOUNDATION
700 CARNEGIE AVECLEVELANDOH44115ASSISTANCE FOR EDUCATIONAL PROGRAMS$25,000
DENISON UNIVERSITY
100 WEST COLLEGE STREETGRANVILLEOH43023ASSISTANCE FOR EDUCATIONAL PROGRAMS$500
DIVINE INSPIRATION OUTREACH INC
916 CENTERVILLE TURNPIKE SCHESAPEAKEVA23322COMMUNITY DEVELOPMENT$3,500
EAST AKRON NEIGHBORHOOD DEVELOPMENT CORPORATION
550 S ARLINGTON STAKRONOH44306COMMUNITY DEVELOPMENT$10,000
EASTERN VIRGINIA MEDICAL SCHOOL
825 FAIRFAX AVENORFOLKVA23507ASSISTANCE FOR SOCIAL SERVICES$10,000
EGGLESTON SERVICES FOUNDATION
5145 E VIRGINIA BEACH BLVDNORFOLKVA23502ASSISTANCE FOR EDUCATIONAL PROGRAMS$2,500
EL CENTRO DE SERVICIOS SOCIALES INC
2800 PEARL AVELORAINOH44055COMMUNITY DEVELOPMENT$3,500
ENTERPRISE COMMUNITY PARTNERS
812 HURON RD ECLEVELANDOH44115COMMUNITY DEVELOPMENT$10,000
EUCLID DEVELOPMENT CORP
585 E 222ND STEUCLIDOH44123COMMUNITY DEVELOPMENT$5,000
FOODBANK OF SOUTHEASTERN VIRGINIA
800 TIDEWATER DRIVENORFOLKVA23504COMMUNITY DEVELOPMENT$3,000
FOR KIDS
1001 POINDEXTER STCHESAPEAKEVA23324ASSISTANCE FOR SOCIAL SERVICES$7,500
FRIENDS OF BREAKTHROUGH SCHOOLS
3615 SUPERIOR AVENUE SUITE 3103ACLEVELANDOH44114ASSISTANCE FOR EDUCATIONAL PROGRAMS$10,000
GIFTS UNDER THE CORPORATE MATCHING GIFT PROGRAM
20 STANWIX STREETPITTSBURGHPA15222GIFTS UNDER THE CORPORATE MATCHING GIFT PROGRAM$70,120
GIRLS ON THE RUN HAMPTON ROADS
5817 WESLEYAN DRVIRGINIA BEACHVA23455ASSISTANCE FOR SOCIAL SERVICES$4,550
GIRLS INC
2200 SARAH STREETPITTSBURGHPA15203COMMUNITY DEVELOPMENT$10,000
GREATER CLEVELAND FOOD BANK
13815 COIT RDCLEVELANDOH44110ASSISTANCE FOR SOCIAL SERVICES$19,000
GREATER CLEVELAND URBAN FILM FESTIVAL
11327 SHAKER BLVD STE 500WCLEVELANDOH44104ASSISTANCE FOR ARTS PROGRAMS$3,500
GREATER CLEVELAND YMCA
1301 E 9TH ST 2ND FLOORCLEVELANDOH44114ASSISTANCE FOR SOCIAL SERVICES$10,000
GREATER PITTSBURGH ARTS COUNCIL
810 PENN AVEPITTSBURGHPA15222ASSISTANCE FOR ARTS PROGRAMS$5,000
HAMPTON ROADS ALLIANCE
3 COMMERCIAL PLACE SUITE 1320NORFOLKVA23510COMMUNITY DEVELOPMENT$10,000
HAMPTON ROADS WORKFORCE FOUNDATION
999 WATERSIDE DRIVE SUITE 1314NORFOLKVA23510COMMUNITY DEVELOPMENT$30,000
HEBREW FREE LOAN ASSOCIATION OF NORTHEAST OHIO
1422 EUCLID AVECLEVELANDOH44115COMMUNITY DEVELOPMENT$5,000
HELLO NEIGHBOR
6587 HAMILTON AVEPITTSBURGHPA15206ASSISTANCE FOR SOCIAL SERVICES$25,000
HERITAGE COMMUNITY INITIATIVES
820 BRADDOCK AVENUEBRADDOCKPA15104COMMUNITY DEVELOPMENT$3,500
HILL DANCE ACADEMY THEATRE
2900 BEDFORD AVE SECOND FLOORPITTSBURGHPA15219ASSISTANCE FOR ARTS PROGRAMS$10,000
HIRAM HOUSE
33775 HIRAM TRLCHAGRIN FALLSOH44022ASSISTANCE FOR EDUCATIONAL PROGRAMS$2,500
HOMELESS CHILDREN'S EDUCATION FUND
1901 CENTRE AVE SUITE 301PITTSBURGHPA15219ASSISTANCE FOR EDUCATIONAL PROGRAMS$25,000
HOOKED ON HOPE
4421 MOOSEWOOD DRVIRGINIA BEACHVA23462ASSISTANCE FOR SOCIAL SERVICES$1,000
HOPE INC BEREAVEMENT FUND
PO BOX 28502CLEVELANDOH44120COMMUNITY DEVELOPMENT$1,000
HORIZONS HAMPTON ROADS INC
7336 GRANBY STNORFOLKVA23505COMMUNITY DEVELOPMENT$700
HUNGER NETWORK OF GREATER CLEVELAND
4415 EUCLID AVECLEVELANDOH44103ASSISTANCE FOR SOCIAL SERVICES$1,000
INNOVATEPGH PARTNERSHIP
218 OAKLAND AVEPITTSBURGHPA15213ASSISTANCE FOR EDUCATIONAL PROGRAMS$15,000
JOSH GIBSON FOUNDATION
PO BOX 100244PITTSBURGHPA15233ASSISTANCE FOR EDUCATIONAL PROGRAMS$20,000
KAPPA SCHOLARSHIP ENDOWMENT FUND OF WPA
PO BOX 5013PITTSBURGHPA15206ASSISTANCE FOR EDUCATIONAL PROGRAMS$2,500
LAKE GEAUGA HABITAT FOR HUMANITY
34071 VINE STEASTLAKEOH44095ASSISTANCE FOR SOCIAL SERVICES$3,500
LIVING STONES
PO BOX 13077PITTSBURGHPA15243ASSISTANCE FOR SOCIAL SERVICES$1,000
LOCAL INITIATIVES SUPPORT CORP
28 LIBERTY STNEW YORKNY10005COMMUNITY DEVELOPMENT$25,000
LUTHERAN METROPOLITAN MINISTRY
4515 SUPERIOR AVECLEVELANDOH44103ASSISTANCE FOR SOCIAL SERVICES$5,000
MAKE A WISH OF GREATER PENNSYLVANIA AND WEST VIRGINIA
707 GRANT STREET 37TH FLOORPITTSBURGHPA15219ASSISTANCE FOR SOCIAL SERVICES$5,000
MANNA MINISTRY OF TIDEWATER
216 BUSINESS PARK DR STE BVIRGINIA BEACHVA23462ASSISTANCE FOR SOCIAL SERVICES$1,000
METROHEALTH FOUNDATION
2500 METROHEALTH DRCLEVELANDOH44109ASSISTANCE FOR SOCIAL SERVICES$25,000
MON VALLEY BOYS SCHOOL
616 N HIGHLAND AVENUEPITTSBURGHPA15206ASSISTANCE FOR EDUCATIONAL PROGRAMS$20,000
NEIGHBORHOOD ALLIES
429 FOURTH AVEPITTSBURGHPA15219COMMUNITY DEVELOPMENT$50,000
NEIGHBORHOOD COMMUNITY DEVELOPMENT FUND
3923 PERRYSVILLEPITTSBURGHPA15214COMMUNITY DEVELOPMENT$10,000
NEW AVENUES TO INDEPENDENCE
17608 EUCLID AVECLEVELANDOH44112ASSISTANCE FOR SOCIAL SERVICES$2,500
NORFOLK STATE UNIVERSITY FOUNDATION
700 PARK AVENUENORFOLKVA23504ASSISTANCE FOR EDUCATIONAL PROGRAMS$1,000
OLD DOMINION UNIVERSITY EDUCATIONAL FOUNDATION
4417 MONARCH WAYNORFOLKVA23508ASSISTANCE FOR EDUCATIONAL PROGRAMS$1,500
OLIVET HOUSING & COMMUNITY DEVELOPMENT CORP
8819 QUINCY AVENUECLEVELANDOH44106ASSISTANCE FOR SOCIAL SERVICES$5,000
PASSAGES
4600 CARNEGIE AVECLEVELANDOH44103ASSISTANCE FOR SOCIAL SERVICES$5,000
PENNSYLVANIA TROLLEY MUSEUM
1 MUSEUM ROADWASHINGTONPA15301ASSISTANCE FOR EDUCATIONAL PROGRAMS$10,000
PLUM BOROUGH FOUNDATION FOR EDUCATION ENHANCEMENT
900 ELICKER RDPITTSBURGHPA15239ASSISTANCE FOR EDUCATIONAL PROGRAMS$10,000
POINT PARK UNIVERSITY
201 WOOD STPITTSBURGHPA15222ASSISTANCE FOR EDUCATIONAL PROGRAMS$10,000
PURDUE UNIVERSITY
128 MEMORIAL MALL ROOM 194WEST LAFAYETTEIN47907ASSISTANCE FOR EDUCATIONAL PROGRAMS$2,500
READING IS FUNDAMENTAL PITTSBURGH
10 CHILDRENS WAYPITTSBURGHPA15212ASSISTANCE FOR EDUCATIONAL PROGRAMS$15,000
RIVERLIFE
12 FEDERAL ST SUITE 130PITTSBURGHPA15212ASSISTANCE FOR ARTS PROGRAMS$5,000
ROC SOLID FOUNDATION
5164 W MILITARY HWYCHESAPEAKEVA23321ASSISTANCE FOR SOCIAL SERVICES$5,000
SCRANTON ROAD MINISTRIES CDC
PO BOX 609007CLEVELANDOH44109COMMUNITY DEVELOPMENT$8,500
SPANISH AMERICAN COMMITTEE
4407 LORAIN CTCLEVELANDOH44113COMMUNITY DEVELOPMENT$5,000
STEM CODING LAB INC
800 VINIAL STREET SUITE A200PITTSBURGHPA15212ASSISTANCE FOR EDUCATIONAL PROGRAMS$5,000
STOREHOUSE FOR TEACHERS DBA THE EDUCATION PARTNERSHIP
281 CORLISS STREETPITTSBURGHPA15220ASSISTANCE FOR EDUCATIONAL PROGRAMS$30,000
TEMPLE UNIVERSITY
1803 N BROAD STPHILADELPHIAPA19122ASSISTANCE FOR EDUCATIONAL PROGRAMS$2,500
THE ADVANCED LEADERSHIP INSTITUTE
500 GRANT STPITTSBURGHPA15219ASSISTANCE FOR EDUCATIONAL PROGRAMS$25,000
THE CHAPEL PANTRY AT EASTERN SHORE CHAPEL EPISCOPAL CHURCH
2020 LASKIN ROADVIRGINIA BEACHVA23454ASSISTANCE FOR SOCIAL SERVICES$5,000
THE GREENWOOD PLAN
213 SMITHFIELD STPITTSBURGHPA15219COMMUNITY DEVELOPMENT$10,000
THE PITTSBURGH FOUNDATION
5 PPG PLACE SUITE 250PITTSBURGHPA15222ASSISTANCE FOR EDUCATIONAL PROGRAMS$15,000
THE UP CENTER
150 BOUSH STNORFOLKVA23510ASSISTANCE FOR SOCIAL SERVICES$3,000
THE URBAN ACADEMY OF GREATER PITTSBURGH
437 TURRETT STPITTSBURGHPA15206ASSISTANCE FOR EDUCATIONAL PROGRAMS$10,000
THE URBAN RENEWAL CENTER INC
802 COLONIAL AVENORFOLKVA23507ASSISTANCE FOR SOCIAL SERVICES$6,000
TIDEWATER COMMUNITY COLLEGE EDUCATIONAL FOUNDATION
315 GRANBY STNORFOLKVA23510ASSISTANCE FOR EDUCATIONAL PROGRAMS$11,000
TIDEWATER YOUTH SERVICES
2404 AIRLINE BLVDPORTSMOUTHVA23701COMMUNITY DEVELOPMENT$2,300
TOGETHER WE CAN FOUNDATION
5101 CLEVELAND STVIRGINIA BEACHVA23462ASSISTANCE FOR EDUCATIONAL PROGRAMS$4,000
TOWARDS EMPLOYMENT
3301 ST CLAIR AVE NECLEVELANDOH44114COMMUNITY DEVELOPMENT$2,500
TUBE CITY RENAISSANCE
600 WALNUT STMCKEESPORTPA15132COMMUNITY DEVELOPMENT$10,000
UNION MILES DEVELOPMENT CORP
4127 E 131ST STCLEVELANDOH44105COMMUNITY DEVELOPMENT$3,000
UNION MISSION
5100 E VIRGINIA BEACH BLVDNORFOLKVA23502ASSISTANCE FOR SOCIAL SERVICES$3,500
UNION RESCUE MISSION OF WESTERN MARYLAND
16 QUEEN CITY PAVEMENTCUMBERLANDMD21502ASSISTANCE FOR SOCIAL SERVICES$15,000
UNITED WAY OF GREATER CLEVELAND
1331 EUCLID AVECLEVELANDOH44115ASSISTANCE FOR SOCIAL SERVICES$15,000
UNITED WAY OF GREATER STARK COUNTY
401 MARKET AVE N SUITE 300CANTONOH44702ASSISTANCE FOR SOCIAL SERVICES$2,500
UNITED WAY OF SOUTH HAMPTON ROADS
2515 WALMER AVENORFOLKVA23513ASSISTANCE FOR SOCIAL SERVICES$4,500
UNITED WAY OF SOUTHWESTERN PA
1250 PENN AVENUEPITTSBURGHPA15222ASSISTANCE FOR SOCIAL SERVICES$200,000
UNIVERSITY OF PITTSBURGH
PARK PLAZA 128 NORTH CRAIG STREETPITTSBURGHPA15260ASSISTANCE FOR EDUCATIONAL PROGRAMS$2,500
UNIVERSITY OF VIRGINIA
1001 EMMET ST NCHARLOTTESVILLEVA22903ASSISTANCE FOR EDUCATIONAL PROGRAMS$2,500
VETERANS BREAKFAST CLUB
200 MAGNOLIA PLPITTSBURGHPA15228ASSISTANCE FOR SOCIAL SERVICES$2,000
VILLAGE CAPITAL CORPORATION
11327 SHAKER BLVD STE 500WCLEVELANDOH44104COMMUNITY DEVELOPMENT$25,000
VILLAGE OF HEALING
22344 LAKESHORE BLVDEUCLIDOH44123ASSISTANCE FOR SOCIAL SERVICES$5,000
VIRGINIA BEACH COMMUNITY DEVELOPMENT CORPORATION
2400 POTTERS ROADVIRGINIA BEACHVA23454COMMUNITY DEVELOPMENT$250
VOCATIONAL GUIDANCE SERVICES
2239 E 55TH STCLEVELANDOH44103ASSISTANCE FOR SOCIAL SERVICES$3,000
WASHINGTON COUNTY COMMUNITY FOUNDATION
1253 ROUTE 519EIGHTY FOURPA15330COMMUNITY DEVELOPMENT$5,000
WESTERN RESERVE LAND CONSERVANCY
812 HURON RD ECLEVELANDOH44115COMMUNITY DEVELOPMENT$3,000
WILLIAM & MARY FOUNDATION
215 RICHMOND ROADWILLIAMSBURGVA23185ASSISTANCE FOR EDUCATIONAL PROGRAMS$2,500
WRITE PITTSBURGH
1923 LINCOLN AVE EXTPITTSBURGHPA15235ASSISTANCE FOR EDUCATIONAL PROGRAMS$2,500
YOUTH OPPORTUNITIES UNLIMITED
1228 EUCLID AVE - SUITE 200CLEVELANDOH44114ASSISTANCE FOR EDUCATIONAL PROGRAMS$12,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,303,220TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$602,655RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$602,655RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$602,655TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number3LineNumberTxt
Relationship StatementINTEREST EARNED ON INVESTMENTS USED SOLELY FOR CONTRIBUTION PURPOSES.RelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1DOLLAR BANK FEDERAL SAVINGS BANKBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line120 STANWIX STREETAddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15222ZIPCd
FieldValueIRS element (for citing)
Total Contributions$1,500,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAUDIT FEESCategoryTxt
Amt$15,500Amt
Net Investment Income$15,500NetInvestmentIncomeAmt
Adjusted Net Income$15,500AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (8 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
VANGUARD PRIMECAP FUNDFMV$3,417,373$6,209,597
VANGUARD MID-CAP INDEX FUNDFMV$490,966$2,003,001
VANGUARD EXPLORER FUNDFMV$1,369,389$1,859,705
VANGUARD SHORT-TERM FED. ADMINFMV$1,290,091$1,238,959
VANGUARD SHORT-TERM INVEST.GR.INST.FMV$6,060,491$5,974,716
VANGUARD INTERNATIONAL GROWTHFMV$826,196$885,614
VANGUARD 500 INDEX FUND ADMFMV$5,018,319$5,922,462
VANGUARD MID-CAP GROWTH INDEX FUND ADMIRALFMV$1,683,473$1,647,962

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescPREPAID TAXDesc
BOY Book Value$2,901BOYBookValueAmt
EOY Book Value$658EOYBookValueAmt
EOYFMV$658EOYFMVAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescREALIZED GAINSDesc
Amt$3,588,264Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAX ON INVESTMENT INCOMECategoryTxt
Amt$57,243Amt
Net Investment Income$57,243NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.