MCGOUGH FRAZIER FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- MCGOUGH FRAZIER FAMILY FOUNDATION (EIN 99-0484432)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-09-15
- IRS object ID
- 202602589349100335
- Schema version
- 2025v4.2
- 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
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-09-15T12:10:55-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 990484432 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | McGough Frazier Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | MCGO | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Walter McGough Jr | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2026-09-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,411,701 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $452,044 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $65 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $65 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $29,110 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $29,110 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $26,515 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $868,522 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $357,286 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $507,734 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $386,461 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $12,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $12,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $1,366 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $1,366 | PensionEmplBnftDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $9,208 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $9,208 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,703 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $15,112 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $17 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $15,095 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $41,389 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,225 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $28,461 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $120,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $120,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $161,389 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,225 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $148,461 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $346,345 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $377,236 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $7,834 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $16,797 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $16,797 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $954,422 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,291,804 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,394,904 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $962,256 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,308,601 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,411,701 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $962,256 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,308,601 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $962,256 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,308,601 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $962,256 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,308,601 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $962,256 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $346,345 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,308,601 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,308,601 | 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 |
| Gross Sales Price | $868,522 | GrossSalesPriceAmt |
| Cost Or Other Basis | $511,236 | CostOrOtherBasisAmt |
| Gain Or Loss | $357,286 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $357,286 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $357,286 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,244 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,244 | SubtotalAmt |
| Tax Based On Investment Income | $5,244 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,400 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $2,800 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $6,200 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $956 | OverpaymentAmt |
| Applied To ES Tax | $956 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | DE | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| Emily Ann McGough | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec | 8.0 | $12,000 | $0 | $0 |
| Rebecca F McGough | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Treas | 1.0 | $0 | $0 | $0 |
| Walter Thomas McGough III | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Walter Thomas McGough Jr | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Pres | 16.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,126,329 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $11,498 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,137,827 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,137,827 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,067 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,120,760 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $56,038 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $56,038 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,244 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,244 | TotalTaxAmt |
| Distributable Before Adj | $50,794 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $50,794 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $50,794 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $148,461 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $148,461 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $50,794 | DistributableAsAdjustedAmt |
| Prior Year1 | 2023 | PriorYear1Yr |
| Prior Year2 | 2022 | PriorYear2Yr |
| Prior Year3 | 2021 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $30,797 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $30,797 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $148,461 | QualifyingDistributionsAmt |
| Applied To Current Year | $50,794 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $97,667 | RemainingDistriFromCorpusAmt |
| Total Corpus | $128,464 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $128,464 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $30,797 | ExcessFromYear1Amt |
| Excess From Current Year | $97,667 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Rebecca F McGough | ContributingManagerNm |
| Contributing Manager | Walter Thomas McGough Jr | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AUDUBON SOCIETY OF WESTERN PENNSYLVANIA INC | |||||||
| 614 DORSEYVILLE RD | PITTSBURGH | PA | 15238 | N/A | PC | General & Unrestricted | $2,000 |
| BOSTON UNIVERSITY | |||||||
| 949 COMMONWEALTH AVE | BOSTON | MA | 02215 | N/A | PC | General & Unrestricted | $5,000 |
| CARNEGIE LIBRARY OF PITTSBURGH | |||||||
| 4400 FORBES AVE | PITTSBURGH | PA | 15213 | N/A | PC | Thomas and Rebecca McGough Fund | $1,000 |
| CATHOLIC CHARITIES OF THE DIOCESE OF PITTSBURGH IN | |||||||
| 111 BLVD OF THE ALLIES | PITTSBURGH | PA | 15222 | N/A | PC | General & Unrestricted | $20,000 |
| ELEANOR WHITMORE EARLY CHILDHOOD CENTER INC | |||||||
| 1 GINGERBREAD LN | EAST HAMPTON | NY | 11937 | N/A | PC | General & Unrestricted | $2,000 |
| FIRST PARISH IN WALTHAM UNIVERSALIST UNITARIAN INC | |||||||
| 50 CHURCH ST | WALTHAM | MA | 02452 | N/A | PC | Fuerza Emergency Interfaith Fund | $1,000 |
| FOOD FOR FAIRFIELD INC | |||||||
| 52 WINTHROP DR | RIVERSIDE | CT | 06878 | N/A | PC | General & Unrestricted | $2,000 |
| FRIENDS OF HOPKINS PARK FOUNDATION | |||||||
| 1731 MASSANUTTEN DR | MCGAHEYSVILLE | VA | 22840 | N/A | PC | General & Unrestricted | $1,000 |
| FRIENDSHIP CIRCLE OF PITTSBURGH INC | |||||||
| 1922 MURRAY AVE | PITTSBURGH | PA | 15217 | N/A | PC | General & Unrestricted | $5,000 |
| HENRY WHITTEMORE SCHOOL PARENT-TEACHER ORGANIZATIO | |||||||
| 30 PARMENTER RD | WALTHAM | MA | 02453 | N/A | PC | General & Unrestricted | $1,000 |
| JAMES RIVER OUTDOOR COALITION | |||||||
| PO BOX 297 | RICHMOND | VA | 23218 | N/A | PC | General & Unrestricted | $2,000 |
| LITERACY PITTSBURGH | |||||||
| 411 7TH AVENUE | PITTSBURGH | PA | 15219 | N/A | PC | General & Unrestricted | $15,000 |
| MORE THAN WORDS INC | |||||||
| 242 E BERKELEY ST STE 2 | BOSTON | MA | 02118 | N/A | PC | General & Unrestricted | $2,500 |
| RIVERLIFE | |||||||
| 12 FEDERAL ST STE 130 | PITTSBURGH | PA | 15212 | N/A | PC | General & Unrestricted | $12,000 |
| SHADY SIDE ACADEMY | |||||||
| 423 FOX CHAPEL RD | PITTSBURGH | PA | 15238 | N/A | PC | General & Unrestricted | $10,000 |
| THE EXTRA MILE EDUCATION FOUNDATION INC | |||||||
| 2425 SIDNEY ST | PITTSBURGH | PA | 15203 | N/A | PC | General & Unrestricted | $10,000 |
| UNIVERSITY OF VIRGINIA | |||||||
| PO BOX 400204 | CHARLOTTESVILLE | VA | 22904 | N/A | PC | UVA School of Nursing | $10,000 |
| UNIVERSITY OF VIRGINIA LAW SCHOOL FOUNDATION | |||||||
| 580 MASSIE RD | CHARLOTTESVILLE | VA | 22903 | N/A | PC | General & Unrestricted | $10,000 |
| WE NEED DIVERSE BOOKS | |||||||
| 10319 WESTLAKE DR 104 | BETHESDA | MD | 20817 | N/A | PC | General & Unrestricted | $3,500 |
| WQED MULTIMEDIA | |||||||
| 4802 FIFTH AVE | PITTSBURGH | PA | 15213 | N/A | PC | General & Unrestricted | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $120,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $65 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $29,110 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $26,515 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $55,690 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $55,690 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| McGough Jr Walter Thomas | ||||||
| 1 | 537 N Neville Street 2B | Pittsburgh | PA | 15213 | $199,329 | Yes (X) |
| McGough Rebecca F | ||||||
| 2 | 537 N Neville Street 2B | Pittsburgh | PA | 15213 | $252,276 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | VANGUARD VALUE INDEX ADM SHARE VVIAX, 2835 sh. | $199,329 | 2025-08-15 |
| 2 | VANGUARD VALUE INDEX ADM SHARE VVIAX, 3394 sh. | $252,276 | 2025-12-04 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (81 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $3,661 | $3,516 |
| ALPHABET INC CL A | $20,993 | $34,117 |
| AMAZON COM | $17,044 | $19,953 |
| AMGEN INC | $5,044 | $5,846 |
| ANALOG DEVICES INC | $6,833 | $8,280 |
| APPLE INC | $41,221 | $52,741 |
| ASML HOLDING NV NY REG SHS | $11,328 | $11,692 |
| ASTRAZENECA PLC SP ADR | $14,755 | $18,570 |
| AT&T, INC | $3,483 | $3,403 |
| ATLASSIAN CORP CL A | $11,115 | $11,025 |
| BANK OF AMERICA CORP | $3,923 | $4,146 |
| BERKSHIRE HATHAWAY INC. CLASS | $6,981 | $8,300 |
| BLOOM ENERGY CORP | $8,493 | $6,725 |
| CHENIERE ENERGY INC | $4,619 | $4,515 |
| CHEVRON CORP | $16,225 | $16,003 |
| CISCO SYSTEMS INC | $3,826 | $3,784 |
| COCA COLA EUROPEAN PARTNERS PL | $10,001 | $9,886 |
| COLGATE-PALMOLIVE COMPANY | $5,677 | $5,139 |
| CONSTELLATION ENERGY GROUP INC | $4,490 | $5,517 |
| CRH PLC | $9,480 | $13,728 |
| CROWN CASTLE INTL | $4,595 | $4,042 |
| DELL TECHNOLOGIES INC CLASS C | $4,994 | $5,280 |
| EATON CORP PLC | $13,643 | $12,612 |
| ECOLAB INC | $11,209 | $12,202 |
| EMBRAER SA SPONSRD ADR | $3,137 | $5,879 |
| EXXON MOBIL CORP | $7,280 | $7,878 |
| FERRARI NV | $12,189 | $10,085 |
| FREEPORT-MCMORAN COPPER & GOLD | $5,397 | $6,400 |
| FULLER & THALER BEHAVIORAL SMA | $29,169 | $32,715 |
| GRAB HOLDINGS | $6,239 | $6,262 |
| HOME DEPOT INC | $7,431 | $6,872 |
| HONEYWELL INTL | $8,992 | $10,605 |
| ING GROUP N V SPONSORED ADR | $10,951 | $12,824 |
| ISHARES BARCLAYS 0-5 YR TIPS | $88,519 | $88,055 |
| ISHARES BARCLAYS 3-7 YEAR TREA | $129,442 | $132,837 |
| ISHARES MSCI INDIA ETF | $12,145 | $12,377 |
| ISHARES MSCI-JAPAN | $19,632 | $22,123 |
| ISHARES MSCI-SOUTH KOREA | $11,602 | $16,236 |
| JOHNSON & JOHNSON | $7,918 | $10,001 |
| JP MORGAN CHASE | $23,030 | $32,222 |
| JP MORGAN ULTRA SHORT INCOME E | $139,790 | $140,236 |
| KEURIG DR PEPPER INC | $4,688 | $3,921 |
| LOCKHEED MARTIN CORP | $3,202 | $3,264 |
| MAKEMYTRIP LIMITED | $6,898 | $5,702 |
| MCDONALD'S CORP | $3,593 | $3,893 |
| MERCADOLIBRE, INC | $6,349 | $6,200 |
| MERCK & CO INC | $5,057 | $5,473 |
| META PLATFORMS INC | $8,790 | $9,467 |
| MICROSOFT CORP | $40,749 | $42,460 |
| NETFLIX INC | $7,988 | $9,054 |
| NEXTERA ENERGY, INC | $4,879 | $5,947 |
| NVIDIA CORP | $18,331 | $29,094 |
| PACCAR INC | $9,251 | $9,011 |
| PALO ALTO NETWORKS INC | $4,088 | $4,980 |
| PFIZER INC | $6,419 | $5,951 |
| PHILIP MORRIS INTL | $4,401 | $4,264 |
| PROCTER GAMBLE CO | $7,475 | $6,677 |
| S&P GLOBAL INC COM | $10,452 | $11,957 |
| SALESFORCE.COM | $5,853 | $5,433 |
| SAP AKTIENGESELL ADS | $6,916 | $8,147 |
| SCHLUMBERGER LTD | $5,415 | $4,721 |
| SEMPRA ENERGY COM | $6,650 | $7,597 |
| SHERWIN-WILLIAMS CO | $13,844 | $13,119 |
| SONY GROUP CORP | $4,454 | $5,248 |
| SPDR BARCLAYS CAPITAL 1-3 MONT | $4,093 | $4,084 |
| SPOTIFY TECHNOLOGY SA | $7,540 | $9,201 |
| T-MOBILE US INC | $5,352 | $5,957 |
| TAIWAN SEMICONDUCTOR MFG CO LT | $10,321 | $18,770 |
| THE BLACKSTONE GROUP INC CL A | $6,314 | $6,229 |
| THE COCA-COLA CO | $5,423 | $5,392 |
| THERMO FISHER SCIENTIFIC INC | $18,576 | $21,750 |
| TJX COMPANIES INC | $2,433 | $2,874 |
| UNION PACIFIC | $7,626 | $7,860 |
| UNITEDHEALTH GROUP INC | $8,044 | $5,600 |
| VANGUARD INTERMEDIATE TERM COR | $44,021 | $44,053 |
| VISA INC | $8,928 | $10,396 |
| WALT DISNEY HOLDINGS CO | $8,322 | $8,354 |
| WASTE CONNECTIONS | $9,704 | $9,513 |
| WELLS FARGO & CO | $7,562 | $9,305 |
| WELLTOWER INC. | $2,558 | $3,343 |
| WFA CORE BOND FD INST | $172,749 | $176,014 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $15,070 | $15,070 | |
| Bank Charges | $17 | $17 | |
| State or Local Filing Fees | $25 | $25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $9,208 | Amt |
| Net Investment Income | $9,208 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2025 | $3,400 |
| 990-PF Excise Tax for 2024 | $303 |
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