MYLES D AND J FAYE SAMPSON FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- MYLES D AND J FAYE SAMPSON FAMILY FOUNDATION (EIN 25-6407379)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-01
- IRS object ID
- 202601219349102200
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-01T14:31:09-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331374517 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 COMMERCE DRIVE SUITE 301 | AddressLine1Txt |
| City | CRANFORD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 070163618 | 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 | 256407379 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MYLES D & J FAYE SAMPSON FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATIONC/O INTENTIONAL PHILANTHROPHY | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MYLE | BusinessNameControlTxt |
| Phone | 3017614433 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4801 HAMPDEN LANE 106 | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208146345 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KRISTY S RODRIGUEZ | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3017614433 | PhoneNum |
| Signature | 2026-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTOPHER PETERMANN | PreparerPersonNm |
| PTIN | P00097440 | PTIN |
| Phone | 9082726200 | PhoneNum |
| Preparation | 2026-04-28 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $35,354,472 | 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 | $33,225 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $15,705 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $15,705 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $958,336 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $958,336 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,113,138 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $14,773,149 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,113,138 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,692 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,692 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,122,096 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,088,871 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $8,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $8,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,831 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,831 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $338,838 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $83,024 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $255,814 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $82,983 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $30,665 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $30,665 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,104 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,104 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $472,421 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $83,024 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $306,414 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,563,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,563,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,035,421 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $83,024 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,869,414 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,086,675 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,005,847 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $241,606 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $405,417 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $405,417 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $256,471 | CorporateStockBOYAmt |
| Corporate Stock EOY | $269,249 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $372,415 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $29,469,461 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $32,129,547 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $34,251,640 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $75,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $325,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $325,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $30,042,538 | TotalAssetsBOYAmt |
| Total Assets EOY | $33,129,213 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $35,354,472 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $30,042,538 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $33,129,213 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $30,042,538 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $33,129,213 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $30,042,538 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $33,129,213 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $30,042,538 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,086,675 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $33,129,213 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $33,129,213 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SALE OF PUBLICLY TRADED SECURITIES | P | $14,442,550 | $10,660,011 | $3,782,539 | $3,782,539 |
| CAPITAL GAINS DIVIDENDS | P | $330,599 | $330,599 | $330,599 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,113,138 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $69,581 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $69,581 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $69,581 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $65,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $65,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $4,581 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.THESAMPSONFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | INTENTIONAL PHILANTHROPY LLC | IndividualWithBooksNm |
| Phone | 3017614433 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4801 HAMPDEN LANE UNIT 106 | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | 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 |
|---|---|---|---|---|---|---|---|---|
| KRISTY S RODRIGUEZ | ||||||||
| 4801 HAMPDEN LANE UNIT 106 | BETHESDA | MD | 20814 | PRESIDENT/LEAD TRUSTEE | 5.00 | $8,000 | $0 | $0 |
| KATHERINE S MCBRIDE | ||||||||
| 4801 HAMPDEN LANE UNIT 106 | BETHESDA | MD | 20814 | SECRETARY/TRUSTEE | 1.00 | $0 | $0 | $0 |
| J FAYE SAMPSON | ||||||||
| 4801 HAMPDEN LANE UNIT 106 | BETHESDA | MD | 20814 | 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 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| INTENTIONAL PHILANTHROPY LLC | |||||
| 4801 HAMPDEN LANE UNIT 106 | BETHESDA | MD | 20814 | ADMIN, MGMT, AND CONSULTING | $204,417 |
| SYNTRINSIC INVESTMENT COUNSEL | |||||
| 1899 WYNKOOP STREET - SUITE 315 | DENVER | CO | 80202 | INVESTMENT MANAGEMENT | $83,011 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION, IN PARTNERSHIP WITH THE BOARD AND CONSULTANTS, WORKS DIRECTLY WITH SEVEN NONPROFIT ORGANIZATIONS ON CAPACITY-BUILDING PROJECTS, INCLUDING STRATEGIC PLANNING, COALITION BUILDING, CONVENINGS, AND TRAININGS. | Description1Txt |
| Expenses1 | $1,975 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION PROVIDED A NO INTEREST LOAN TO NON-PROFIT PARTNER, GROW PITTSBURGH, TO SUPPORT THE EXPANSION OF THEIR URBAN FARM CAMPUS WHERE THEY PROVIDE COMMUNITY EDUCATION AS WELL AS GROW AND DISTRIBUTE SEEDLINGS. | Description1Txt |
| Expenses1 | $250,000 | Expenses1Amt |
| Total | $250,000 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $33,559,911 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $741,686 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $34,301,597 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $34,301,597 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $514,524 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $33,787,073 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,689,354 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,689,354 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $69,581 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $69,581 | TotalTaxAmt |
| Distributable Before Adj | $1,619,773 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,619,773 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,619,773 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,869,414 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $250,000 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,119,414 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,619,773 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $700,960 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,119,414 | QualifyingDistributionsAmt |
| Applied To Year1 | $700,960 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,418,454 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $201,319 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | J FAYE SAMPSON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (66 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| A PLACE TO BE | ||||||||
| PO BOX 1472 | MIDDLEBURG | VA | 20118 | N/A | PC | GENERAL OPERATING | $30,000 | |
| ALLIES FOR HEALTH WELLBEING | ||||||||
| 5913 PENN AVENUE | PITTSBURGH | PA | 15206 | N/A | PC | GENERAL OPERATING | $5,500 | |
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC | ||||||||
| 125 BROAD ST 18TH FLOOR | NEW YORK | NY | 10033 | N/A | PC | GENERAL OPERATING | $25,000 | |
| AMERICAN IMMIGRATION COUNCIL | ||||||||
| 1331 G STREET SUITE 200 | WASHINGTON | DC | 20005 | N/A | PC | GENERAL OPERATING | $25,000 | |
| ARBUTUS FOLK SCHOOL | ||||||||
| 705 4TH AVE E STE 101 | OLYMPIA | WA | 98506 | N/A | PC | NEW KILN | $20,000 | |
| BEAVER COUNTY FOUNDATION | ||||||||
| PO BOX 569 | BEAVER | PA | 15009 | N/A | PC | ROYALLY FIT'S NUTRITIONALLY TAILORED PRESCRIPTION CSA PROGRAM | $25,000 | |
| BELTZHOOVER NEIGHBORHOOD COUNCIL | ||||||||
| 407 GEARING AVENUE | PITTSBURGH | PA | 15210 | N/A | PC | GARDEN ON GEARING | $15,000 | |
| BLOOMFIELD-GARFIELD CORPORATION | ||||||||
| 5419 KINCAID ST | PITTSBURGH | PA | 15206 | N/A | PC | KINCAID STREET GARDEN | $25,000 | |
| BRANDIS CARE WITH LOVE LLC | ||||||||
| 339 ANTHONY ST | PITTSBURGH | PA | 15210 | N/A | NC | WE COOK, WE EAT, WE LEARN, WE LIVE | $25,000 | |
| CENTER FOR COALFIELD JUSTICE | ||||||||
| PO BOX 4023 | WASHINGTON | PA | 15301 | N/A | PC | GENERAL OPERATING SUPPORT | $60,000 | |
| CHURCH OF THE CITY | ||||||||
| 828 MURFREESBORO RD | FRANKLIN | TN | 37064 | N/A | PC | FRANKLIN LOCATION FOR WRAP AROUND ADOPTION AND FOSTER PROGRAM | $500 | |
| COMMUNITY FOUNDATION FOR THE ALLEGHENIES | ||||||||
| 216 FRANKLIN ST STE 400 | JOHNSTOWN | PA | 15901 | N/A | PC | FRACTRACKER ALLIANCE | $25,000 | |
| COMMUNITY FOUNDATION FOR THE ALLEGHENIES | ||||||||
| 216 FRANKLIN STREET SUITE 400 | JOHNSTOWN | PA | 15901 | N/A | PC | OHIO RIVER VALLEY PARTICIPATORY FUND | $25,000 | |
| COMMUNITY KITCHEN PITTSBURGH | ||||||||
| 107 FLOWERS AVENUE | PITTSBURGH | PA | 15207 | N/A | PC | GENERAL OPERATING SUPPORT | $75,000 | |
| CONCERN FOR ANIMALS | ||||||||
| P O BOX 4422 | TUMWATER | WA | 98501 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| DOCUMENTING HOPE | ||||||||
| 360 BLOOMFIELD AVE SUITE 301 | WINDSOR | CT | 06095 | N/A | PC | FLIGHT STUDY | $60,000 | |
| DOCUMENTING HOPE | ||||||||
| 360 BLOOMFIELD AVE SUITE 301 | WINDSOR | CT | 06095 | N/A | PC | GENERAL OPERATING SUPPORT | $35,000 | |
| FAIR SHAKE ENVIRONMENTAL LEGAL SERVICES | ||||||||
| 6425 LIVING PLACE SUITE 200 | PITTSBURGH | PA | 15206 | N/A | PC | ATTORNEY AND COMMUNITY DEMOCRACY LAND ADVOCATE POSITION | $50,000 | |
| FAIR SHAKE ENVIRONMENTAL LEGAL SERVICES | ||||||||
| 6425 LIVING PLACE SUITE 200 | PITTSBURGH | PA | 15206 | N/A | PC | GENERAL OPERATING SUPPORT | $40,000 | |
| FAMILIES MANAGING MEDIA INC | ||||||||
| 301 E JOHN ST 163 | MATTHEWS | NC | 28105 | N/A | PC | SCREEN STRONG | $500 | |
| FAMILY HOUSE | ||||||||
| 5308 LIBERTY AVENUE | PITTSBURGH | PA | 15224 | N/A | PC | GALA SUPPORT | $5,500 | |
| FRIENDS OF RADNOR LAKE | ||||||||
| 1160 OTTER CREEK RD | NASHVILLE | TN | 37220 | N/A | PC | RADNOR LAKE STATE PARK | $500 | |
| GARFIELD COMMUNITY FARM | ||||||||
| 601 N AIKEN AVENUE | PITTSBURGH | PA | 15206 | N/A | PC | GENERAL OPERATING SUPPORT | $26,000 | |
| GIVE BACK YOGA FOUNDATION | ||||||||
| 900 BASELINE ROAD COTTAGE 13B | BOULDER | CO | 80302 | N/A | PC | EAT BREATHE THRIVE | $65,000 | |
| GREY'S BOUQUETS | ||||||||
| 635 OVERHILL DRIVE | NORTH VERSAILLES | PA | 15137 | N/A | NC | COMMUNITY AND ENVIRONMENTAL IMPROVEMENTS | $16,000 | |
| GROW PITTSBURGH | ||||||||
| 6587 HAMILTON AVENUE 2 W | PITTSBURGH | PA | 15206 | N/A | PC | CAPITAL CAMPAIGN | $100,000 | |
| GROW PITTSBURGH | ||||||||
| 6587 HAMILTON AVENUE 2 W | PITTSBURGH | PA | 15206 | N/A | PC | SCHOOL GARDENS SUPPORT AND EXPANSION | $85,000 | |
| HIGH DESERT TEST SITES | ||||||||
| PO BOX 1831 | JOSHUA TREE | CA | 92252 | N/A | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| KNUCKLE BUMP FARMS FOUNDATION | ||||||||
| PO BOX 770 | INDIANTOWN | FL | 34956 | N/A | PC | GENERAL OPERATING SUPPORT | $3,000 | |
| MARLEY'S MUTTS DOG RESCUE | ||||||||
| 1121 WEST VALLEY BOULEVARD SUITE I | TEHACHAPI | CA | 93561 | N/A | PC | GENERAL OPERATING SUPPORT | $3,000 | 140 |
| MID-ATLANTIC MOTHERS' MILK BANK | ||||||||
| 3127 PENN AVE | PITTSBURGH | PA | 15201 | N/A | PC | CAPITAL CAMPAIGN | $2,000 | |
| MOMS ACROSS AMERICA | ||||||||
| 149 WEAVER BLVD 107 | WEAVERVILLE | NC | 28787 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| MWANAKUCHE FARM | ||||||||
| 382 MT PLEASANT AVE | PITTSBURGH | PA | 15214 | N/A | PC | LAND PURCHASE | $25,000 | |
| MWANAKUCHE FARM | ||||||||
| 382 MT PLEASANT AVE | PITTSBURGH | PA | 15214 | N/A | PC | GENERAL OPERATING SUPPORT | $2,000 | |
| MYSTIC MAMAS | ||||||||
| 958 MANTON WAY | PITTSBURGH | PA | 15210 | N/A | PC | HEALTHY WEALTHY HER; MANTON WAY INITIATIVE | $25,000 | |
| MYSTIC MAMAS | ||||||||
| 958 MANTON WAY | PITTSBURGH | PA | 15210 | N/A | PC | CAMPER TRAILER PURCHASE | $1,500 | |
| MYSTIC MAMAS | ||||||||
| 958 MANTON WAY | PITTSBURGH | PA | 15210 | N/A | PC | GENERAL OPERATING SUPPORT | $8,000 | |
| NEW SUN RISING | ||||||||
| 112 E SHERMAN ST | MILLVALE | PA | 15209 | N/A | PC | THE BLACK UNICORN LIBRARY AND ARCHIVE PROJECT | $15,000 | |
| NORTHWEST IMMIGRANT RIGHTS PROJECT | ||||||||
| 615 2ND AVE STE 400 | SEATTLE | WA | 98104 | N/A | PC | GENERAL OPERATING | $10,000 | |
| NURTURED BY NATURE | ||||||||
| 15630 RIM OF THE VLY | VALLEY CENTER | CA | 92082 | N/A | PC | OTTER RESCUE | $500 | |
| OLD SCHOOL FARM INC | ||||||||
| 5022 OLD HYDES FERRY PIKE | NASHVILLE | TN | 37218 | N/A | PC | GENERAL OPERATING | $2,000 | |
| OUT OF THE END INCORPORATED | ||||||||
| 1 NOBLESTOWN RD | PITTSBURGH | PA | 15220 | N/A | PC | 1 SOUND URBAN FARM | $25,000 | |
| OUT OF THE END INCORPORATED | ||||||||
| 1 NOBLESTOWN RD | PITTSBURGH | PA | 15220 | N/A | PC | GENERAL SUPPORTING SUPPORT | $8,000 | |
| PITTSBURGH STRUGGLING STUDENT ASSOCIATION | ||||||||
| 1320 LIVERPOOL ST | PITTSBURGH | PA | 15233 | N/A | PC | FREEMAN RECOVERY FARM | $30,000 | |
| POVERTY EXED PROJECT | ||||||||
| 304 OLYMPIA AVE NE | OLYMPIA | WA | 98501 | N/A | PC | GENERAL OPERATING SUPPORT | $2,000 | |
| PROJECT LOVE COALITION | ||||||||
| 606 LIBERTY AVENUE | PITTSBURGH | PA | 15222 | N/A | PC | AGRICULTURAL DEVELOPMENT PROJECT | $25,000 | |
| RED LANTERN BIKE SHOP | ||||||||
| 125 SHAW AVE | TURTLE CREEK | PA | 15145 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| SANKOFA VILLAGE PROJECT INC | ||||||||
| 2639 PERRYSVILLE AVE APT 1101 | PITTSBURGH | PA | 15214 | N/A | PC | CONTINUE EMPLOYMENT FOR AFTERSCHOOL STUDENTS | $12,500 | |
| SANKOFA VILLAGE PROJECT INC | ||||||||
| 2639 PERRYSVILLE AVE APT 1101 | PITTSBURGH | PA | 15214 | N/A | PC | AFTERSCHOOL PROGRAM | $25,000 | |
| SANKOFA VILLAGE PROJECT INC | ||||||||
| 2639 PERRYSVILLE AVE APT 1101 | PITTSBURGH | PA | 15214 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| SHUNPIKE | ||||||||
| 815 SEATTLE BLVD S STE 215 | SEATTLE | WA | 98134 | N/A | PC | MINERAL SCHOOL/MARS EXPANSION PROJECT OR EXPANDING ACCESS TO THE ARTS IN A RURAL COMMUNITY | $30,000 | |
| SOCIAL & ENVIRONMENTAL ENTREPRENEURS INC | ||||||||
| 23564 CALABASAS RD STE 201 | CALABASAS | CA | 91302 | N/A | PC | THE BEE CONSERVANCY | $2,000 | |
| SOIL SISTERS PLANT NURSERY LLC | ||||||||
| 835 GEARING AVENUE | PITTSBURGH | PA | 15210 | N/A | NC | SOIL SISTERS URBAN FARM | $25,000 | |
| THE CENTER FOR MIND BODY MEDICINE | ||||||||
| 5225 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20015 | N/A | PC | GENERAL OPERATING SUPPORT | $60,000 | 415 |
| THE COMPASS CENTER FOUNDATION | ||||||||
| 2915 SHIFFLETTS MILL ROAD | CROZET | VA | 22932 | N/A | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| THE MIDWIFE CENTER FOR BIRTH & WOMEN'S HEALTH | ||||||||
| 2831 PENN AVENUE | PITTSBURGH | PA | 15222 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| THE MIDWIFE CENTER FOR BIRTH & WOMEN'S HEALTH | ||||||||
| 2831 PENN AVENUE | PITTSBURGH | PA | 15222 | N/A | PC | COMMUNITY OUTREACH AND WALK-IN CARE | $75,000 | |
| THE NASHVILLE FOOD PROJECT INC | ||||||||
| 5904 CALIFORNIA AVE | NASHVILLE | TN | 37209 | N/A | PC | GENERAL OPERATING SUPPORT | $2,000 | |
| THURSTON COUNTY FOOD BANK | ||||||||
| 220 THURSTON AVE NE | OLYMPIA | WA | 98501 | N/A | PC | GENERAL OPERATING SUPPORT | $3,000 | |
| TURNING POINTE SURVIVOR ADVOCACY CENTER | ||||||||
| PO BOX 2014 | SHELTON | WA | 98584 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| UNIVERSITY OF ARIZONA FOUNDATION FOR THE BENEFIT OF AZCIM | ||||||||
| PO BOX 210109 | TUCSON | AZ | 85721 | N/A | PC | INTEGRATIVE MEDICINE FELLOWSHIP | $50,000 | |
| WEST END POWER | ||||||||
| 1015 TWEED STREET | PITTSBURGH | PA | 15204 | N/A | PC | THE URBAN FARMING FOR COMMUNITY EMPOWERMENT PROGRAM | $25,000 | |
| WESTERN PENNSYLVANIA CONSERVANCY | ||||||||
| 800 WATERFRONT DRIVE | PITTSBURGH | PA | 15222 | N/A | PC | PAGE STREET COMMUNITY GARDEN | $21,000 | |
| WESTON A PRICE FOUNDATION | ||||||||
| 4200 WISCONSIN AVE NW PMB 106-380 | WASHINGTON | DC | 20016 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| WHAT'S GROWING LLC | ||||||||
| 65 WALDORF ST | PITTSBURGH | PA | 15214 | N/A | NC | GRANT READINESS FOR GROWERS | $25,000 | |
| YMCA OF GREATER PITTSBURGH | ||||||||
| 680 ANDERSEN DRIVE SUITE 400 | PITTSBURGH | PA | 15220 | N/A | PC | TEACHING KITCHEN | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,563,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | IROQUOIS VALLEY FARMS PRI INTEREST | Desc |
| Related Or Exempt Function Incm | $1,692 | RelatedOrExemptFunctionIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,705 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $958,336 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,113,138 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,087,179 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,692 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,088,871 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1A | LineNumberTxt |
| Relationship Statement | INTEREST EARNED ON PRI LOAN TO FARMERS TRYING TO CONVERT FARMLAND TO ORGANIC | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAMPSON MORRIS GROUP | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2500 ELDO ROAD SUITE 1 | AddressLine1Txt |
| City | MONROEVILLE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15146 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $33,225 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $6,831 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,831 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt |
|---|---|---|---|---|---|---|---|---|---|
| DAWA | |||||||||
| 7139 MOUNT VERNON STREET | PITTSBURGH | PA | 15208 | 2024-04-25 | $25,000 | NOURISHED FOOD =NOURISHED FAMILIES NUTRITION ADVOCACY TRAINING (NF=NF) | $25,000 | NO | 4/28/2026 |
| FARMER GIRL EB | |||||||||
| 1 NOBLESTOWN RD | PITTSBURGH | PA | 15220 | 2024-08-30 | $20,000 | GROCERY STORE RENOVATION | $20,000 | NO | 4/13/2026 |
| GREY'S BOUQUETS | |||||||||
| 635 OVERHILL DRIVE | NORTH VERSAILLES | PA | 15137 | 2025-04-07 | $16,000 | COMMUNITY AND ENVIRONMENTAL IMPROVEMENTS | $16,000 | NO | 3/6/2026 |
| BRANDI'S CARE WITH LOVE LLC | |||||||||
| 339 ANTHONY ST | PITTSBURGH | PA | 15210 | 2025-04-16 | $25,000 | WE COOK, WE EAT, WE LEARN, WE LIVE | $25,000 | NO | 4/21/2026 |
| SOIL SISTERS PLANT NURSERY | |||||||||
| 835 GEARING AVENUE | PITTSBURGH | PA | 15210 | 2025-04-16 | $25,000 | SOIL SISTERS URBAN FARM | $0 | NO | PENDING REPORT |
| WHAT'S GROWING LLC | |||||||||
| 65 WALDORF ST | PITTSBURGH | PA | 15214 | 2025-04-16 | $25,000 | GRANT READINESS FOR GROWERS | $0 | NO | PENDING REPORT |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | 9,464.159 SHS S&T BANCORP STOCK | StockNm |
| EOY Book Value | $269,249 | EOYBookValueAmt |
| EOYFMV | $372,415 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 205,108.1120 SHS CALVERT SHORT DURATION INCOME FUND CLASS I | AT COST | $3,200,650 | $3,275,577 |
| 410,783.2130 SHS CCM COMMUNITY IMPACT BOND FUND INSTITUTIONAL CLASS | AT COST | $4,119,492 | $3,964,058 |
| 654,132.7910 SHS NUVEEN CORE IMPACT BOND FUND CLASS R6 | AT COST | $6,704,722 | $5,959,150 |
| 66,477.9637 SHS ISHARES TR ESG ADVANCED MSCI EAFE ETF | AT COST | $4,232,588 | $4,996,484 |
| 83,242.5040 SHS IMPAX GLOBAL ENVIRONMENTAL MARKETS FUND INSTITUTIONAL CLASS | AT COST | $1,470,350 | $1,747,260 |
| 91,379.7160 SHS SEAFARER OVERSEAS GROWTH AND INCOME FUND INSTITUTIONAL CLASS | AT COST | $1,093,238 | $1,357,903 |
| 91,544.7703 SHS ISHARES TR ESG OPTIMIZED MSCI USA ETF | AT COST | $11,182,703 | $12,756,306 |
| IROQUOIS VALLEY FARMLAND REIT | AT COST | $125,804 | $194,902 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PROGRAM RELATED INVESTMENT - IROQUOIS VALLEY FARMS, LLC | $75,000 | $75,000 | $75,000 |
| PROGRAM RELATED INVESTMENT - GROW PITTSBURGH | $0 | $250,000 | $250,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $45 | $0 | $45 |
| DUES AND SUBSCRIPTIONS | $3,850 | $0 | $3,850 |
| OFFICE SUPPLIES | $459 | $0 | $459 |
| INSURANCE | $750 | $0 | $750 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | IROQUOIS VALLEY FARMS PRI INTEREST | Desc |
| Revenue And Expenses Per Books | $1,692 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,692 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,692 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INTENTIONAL PHILANTHROPY LLC - FOUNDATION MANAGEMENT | $204,417 | $0 | $204,417 |
| S&T BANCORP, INC. - INVESTMENT MANAGEMENT FEES | $13 | $13 | $0 |
| SYNTRINSIC - INVESTMENT MANAGEMENT FEES | $83,011 | $83,011 | $0 |
| GRANT-MAKING ADVISORY COMMITTEE | $18,000 | $0 | $18,000 |
| PROGRAM CONSULTANTS | $1,975 | $0 | $1,975 |
| WEBSITE DEVELOPMENT | $31,422 | $0 | $31,422 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $82,983 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |