BETA

MAPLEWOOD FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
MAPLEWOOD FOUNDATION (EIN 25-6502637)
Tax period
2025-07-01 to 2026-06-30
Filed
2026-09-17
IRS object ID
202632609349100603
Schema version
2025v4.1
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)
Return2026-09-17T07:36:41-07:00ReturnTs
Tax Period End2026-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN251853932PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ALIGNED PARTNERS TRUST COMPANYBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1310 Grant Street Suite 1120AddressLine1Txt
CityPittsburghCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15219ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN256502637EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MAPLEWOOD FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMAPLBusinessNameControlTxt
Phone4122583590PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11606 CARMODY COURTAddressLine1Txt
CitySEWICKLEYCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15143ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN P SHAFFERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4122583590PhoneNum
Signature2026-09-02SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJohn P ShafferPreparerPersonNm
PTINP01213442PTIN
Phone4122583590PhoneNum
Preparation2026-09-17PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$14,622,169FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$370,675DividendsRevAndExpnssAmt
Dividends Net Invst Incm$370,675DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,577,941NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$7,328,008GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,577,941CapGainNetIncmNetInvstIncmAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss$49OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$49OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$1,948,665TotalRevAndExpnssAmt
Total Net Invst Incm$1,948,665TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$111,725CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$94,562CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$17,163CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$5,435LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$0AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$0OtherProfFeesRevAndExpnssAmt
Taxes Rev And Expnss$8,339TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,608TaxesNetInvstIncmAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Other Expenses Rev And Expnss$0OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$125,499TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$97,170TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$17,163TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$625,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$625,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$750,499TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$97,170TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$642,163TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,198,166ExcessRevenueOverExpensesAmt
Net Investment Income$1,851,495NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$29,066CashBOYAmt
Cash EOY$34,696CashEOYAmt
Cash EOYFMV$34,696CashEOYFMVAmt
Sav And Temp Cash Invst BOY$232,004SavAndTempCashInvstBOYAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
US Government Obligations BOY$400,278USGovernmentObligationsBOYAmt
US Government Obligations EOY$87,293USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$87,682USGovtObligationsEOYFMVAmt
Corporate Stock BOY$5,338,164CorporateStockBOYAmt
Corporate Stock EOY$5,129,467CorporateStockEOYAmt
Corporate Stock EOYFMV$10,601,823CorporateStockEOYFMVAmt
Land Bldg Investments EOY$0LandBldgInvestmentsEOYAmt
Other Investments BOY$1,953,731OtherInvestmentsBOYAmt
Other Investments EOY$3,900,692OtherInvestmentsEOYAmt
Other Investments EOYFMV$3,897,968OtherInvestmentsEOYFMVAmt
Land EOY$0LandEOYAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$7,953,243TotalAssetsBOYAmt
Total Assets EOY$9,152,148TotalAssetsEOYAmt
Total Assets EOYFMV$14,622,169TotalAssetsEOYFMVAmt
Loans From Officers EOY$0LoansFromOfficersEOYAmt
Mortgages And Notes Payable EOY$0MortgagesAndNotesPayableEOYAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$7,953,243CapitalStockBOYAmt
Capital Stock EOY$9,152,148CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$7,953,243TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$9,152,148TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$7,953,243TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$9,152,148TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$7,953,243TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,198,166ExcessRevenueOverExpensesAmt
Other Increases$739OtherIncreasesAmt
Subtotal$9,152,148SubtotalAmt
Tot Net Ast Or Fund Balances EOY$9,152,148TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2024-12-30AcquiredDt
Sold2026-06-30SoldDt
Gross Sales Price$7,328,008GrossSalesPriceAmt
Depreciation$0DepreciationAmt
Cost Or Other Basis$5,750,067CostOrOtherBasisAmt
Gain Or Loss$1,577,941GainOrLossAmt
FMV As Of123169$0FMVAsOf123169Amt
Adjusted Basis As Of123169$0AdjustedBasisAsOf123169Amt
Excess FMV Over Adjusted Bss$0ExcessFMVOverAdjustedBssAmt
Gains Minus Excess Or Losses$1,577,941GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$1,577,941CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$25,736InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$25,736SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$25,736TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,238EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$4,238TotalPaymentsAndCreditsAmt
Original Return Tax Paid$4,238OriginalReturnTaxPaidAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$13EsPenaltyAmt
Tax Due$21,511TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StatePAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1ALIGNED PARTNERS TRUST COMPANYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4122583590PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11606 CARMODY CT STE 300AddressLine1Txt
CitySEWICKLEYCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15143ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DANIEL E SCHACHTER
207 PARK PLACE APT 4WBROOKLYNNY11238CO-TRUSTEE2.00$1,000$0$0
GEORGE W CHILDS
2772 LIGHTHOUSE PT EAST 300BALTIMOREMD21224CO-TRUSTEE1.00$0$0$0
ALIGNED PARTNERS TR CO
1606 CARMODY COURT SUITE 300SEWICKLEYPA15143CO-TRUSTEE2.00$33,326$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

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$13,779,492AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$10,280AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$13,789,772TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$13,789,772AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$206,847CashDeemedCharitableAmt
Net Vl Noncharitable Assets$13,582,925NetVlNoncharitableAssetsAmt
Minimum Investment Return$679,146MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$679,146MinimumInvestmentReturnAmt
Tax Based On Investment Income$25,736TaxBasedOnInvestmentIncomeAmt
Total Tax$25,736TotalTaxAmt
Distributable Before Adj$653,410DistributableBeforeAdjAmt
Distributable Before Ded$653,410DistributableBeforeDedAmt
Distributable As Adjusted$653,410DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$642,163ExpensesAndContributionsAmt
Qualifying Distributions$642,163QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$653,410DistributableAsAdjustedAmt
Undistributed Income PY$518,327UndistributedIncomePYAmt
Excess Distribution Cyov Yr5$0ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$0ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$0ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$0ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$642,163QualifyingDistributionsAmt
Applied To Year1$518,327AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$123,836AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$529,574UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Year4$0ExcessFromYear4Amt
Excess From Year3$0ExcessFromYear3Amt
Excess From Year2$0ExcessFromYear2Amt
Excess From Year1$0ExcessFromYear1Amt
Excess From Current Year$0ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNAContributingManagerNm
Shareholder ManagerNAShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CHURCH OF THE ASCENSION
PO BOX 193PARKESBURGPA19365PCGENERAL SUPPORT$125,000
ALLEGHENY LAND TRUST
416 THORN STSEWICKLEYPA15143PCGENERAL SUPPORT$500,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$625,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$370,675ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,577,941ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$1,948,616ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,948,616TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescCAPITAL GAINS DISTRIBUTIONSDesc
Revenue And Expenses Per Books$49RevenueAndExpensesPerBooksAmt
Net Investment Income$49NetInvestmentIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
Desc2024 TRANSACTIONS POSTED IN 2025 - PNCDesc
Amt$739Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
EXCISE TAX$5,731
FOREIGN TAX PAID$2,608$2,608

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