MCGONIGLE FAMILY FOUNDATION INCORPORATED: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- MCGONIGLE FAMILY FOUNDATION INCORPORATED (EIN 06-1826952)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-14
- IRS object ID
- 202611349349104381
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-14T15:35:08-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 814474059 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LALLY & CO LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5700 CORPORATE DRIVE SUITE 800 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15237 | 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 | 061826952 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGONIGLE FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | INCORPORATED | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MCGO | BusinessNameControlTxt |
| Phone | 4122881936 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 159 NORTH DRIVE | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15238 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTINE NEWCAMP | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 4122881936 | PhoneNum |
| Signature | 2026-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATTHEW M MCCLURE CPA | PreparerPersonNm |
| PTIN | P02100251 | PTIN |
| Phone | 4123678190 | PhoneNum |
| Preparation | 2026-05-14 | 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 | $1,935,289 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $549 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $549 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $41,574 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $41,574 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $26,020 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $65,629 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $26,020 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $405 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $68,548 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $68,143 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,150 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,575 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,524 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $650 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $298 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,972 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $650 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,575 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $85,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $85,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $92,972 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $650 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $87,575 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$24,424 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $67,493 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $11,643 | CashBOYAmt |
| Cash EOY | $17,671 | CashEOYAmt |
| Cash EOYFMV | $17,671 | CashEOYFMVAmt |
| Acct Rcvbl | $3,638 | AcctRcvblAmt |
| Acct Rcvbl BOY | $3,687 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $3,638 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $3,638 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $637,038 | CorporateStockBOYAmt |
| Corporate Stock EOY | $606,635 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,913,980 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $652,368 | TotalAssetsBOYAmt |
| Total Assets EOY | $627,944 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,935,289 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $652,368 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $627,944 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $652,368 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $627,944 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $652,368 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $627,944 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $652,368 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$24,424 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $627,944 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $627,944 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (58 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 21 SHS GS HIGH YIELD FUND CLASS P | P | 2012-12-12 | 2025-07-17 | $119 | $152 | -$33 | -$33 |
| 36 SHS GS HIGH YIELD FUND CLASS P | P | 2014-11-28 | 2025-07-17 | $204 | $248 | -$44 | -$44 |
| 63 SHS GS HIGH YIELD FUND CLASS P | P | 2012-07-31 | 2025-07-17 | $360 | $452 | -$92 | -$92 |
| 64 SHS GS HIGH YIELD FUND CLASS P | P | 2012-06-29 | 2025-07-17 | $361 | $447 | -$86 | -$86 |
| 65 SHS GS HIGH YIELD FUND CLASS P | P | 2012-02-29 | 2025-07-17 | $368 | $460 | -$92 | -$92 |
| 65 SHS GS HIGH YIELD FUND CLASS P | P | 2014-05-30 | 2025-07-17 | $371 | $468 | -$97 | -$97 |
| 66 SHS GS HIGH YIELD FUND CLASS P | P | 2012-01-31 | 2025-07-17 | $372 | $455 | -$83 | -$83 |
| 66 SHS GS HIGH YIELD FUND CLASS P | P | 2012-09-28 | 2025-07-17 | $372 | $474 | -$102 | -$102 |
| 66 SHS GS HIGH YIELD FUND CLASS P | P | 2014-08-29 | 2025-07-17 | $374 | $470 | -$96 | -$96 |
| 66 SHS GS HIGH YIELD FUND CLASS P | P | 2012-10-31 | 2025-07-17 | $375 | $479 | -$104 | -$104 |
| 66 SHS GS HIGH YIELD FUND CLASS P | P | 2012-08-31 | 2025-07-17 | $376 | $475 | -$99 | -$99 |
| 66 SHS GS HIGH YIELD FUND CLASS P | P | 2014-04-30 | 2025-07-17 | $376 | $474 | -$98 | -$98 |
| 67 SHS GS HIGH YIELD FUND CLASS P | P | 2014-09-30 | 2025-07-17 | $379 | $463 | -$84 | -$84 |
| 67 SHS GS HIGH YIELD FUND CLASS P | P | 2012-03-30 | 2025-07-17 | $379 | $470 | -$91 | -$91 |
| 67 SHS GS HIGH YIELD FUND CLASS P | P | 2012-04-30 | 2025-07-17 | $381 | $474 | -$93 | -$93 |
| 67 SHS GS HIGH YIELD FUND CLASS P | P | 2013-03-28 | 2025-07-17 | $381 | $492 | -$111 | -$111 |
| 67 SHS GS HIGH YIELD FUND CLASS P | P | 2013-04-30 | 2025-07-17 | $382 | $498 | -$116 | -$116 |
| 67 SHS GS HIGH YIELD FUND CLASS P | P | 2014-06-30 | 2025-07-17 | $382 | $484 | -$102 | -$102 |
| 67 SHS GS HIGH YIELD FUND CLASS P | P | 2013-11-29 | 2025-07-17 | $382 | $490 | -$108 | -$108 |
| 67 SHS GS HIGH YIELD FUND CLASS P | P | 2012-05-31 | 2025-07-17 | $382 | $467 | -$85 | -$85 |
| 68 SHS GS HIGH YIELD FUND CLASS P | P | 2013-05-31 | 2025-07-17 | $384 | $496 | -$112 | -$112 |
| 68 SHS GS HIGH YIELD FUND CLASS P | P | 2012-11-30 | 2025-07-17 | $387 | $496 | -$109 | -$109 |
| 68 SHS GS HIGH YIELD FUND CLASS P | P | 2014-10-31 | 2025-07-17 | $388 | $477 | -$89 | -$89 |
| 69 SHS GS HIGH YIELD FUND CLASS P | P | 2013-10-31 | 2025-07-17 | $389 | $499 | -$110 | -$110 |
| 69 SHS GS HIGH YIELD FUND CLASS P | P | 2013-09-30 | 2025-07-17 | $390 | $490 | -$100 | -$100 |
| 69 SHS GS HIGH YIELD FUND CLASS P | P | 2013-07-31 | 2025-07-17 | $391 | $495 | -$104 | -$104 |
| 69 SHS GS HIGH YIELD FUND CLASS P | P | 2013-01-31 | 2025-07-17 | $392 | $502 | -$110 | -$110 |
| 69 SHS GS HIGH YIELD FUND CLASS P | P | 2013-06-28 | 2025-07-17 | $392 | $490 | -$98 | -$98 |
| 69 SHS GS HIGH YIELD FUND CLASS P | P | 2014-07-31 | 2025-07-17 | $393 | $488 | -$95 | -$95 |
| 70 SHS GS HIGH YIELD FUND CLASS P | P | 2014-01-31 | 2025-07-17 | $396 | $492 | -$96 | -$96 |
| 70 SHS GS HIGH YIELD FUND CLASS P | P | 2013-08-30 | 2025-07-17 | $396 | $496 | -$100 | -$100 |
| 70 SHS GS HIGH YIELD FUND CLASS P | P | 2012-12-31 | 2025-07-17 | $396 | $503 | -$107 | -$107 |
| 70 SHS GS HIGH YIELD FUND CLASS P | P | 2014-03-31 | 2025-07-17 | $396 | $499 | -$103 | -$103 |
| 70 SHS GS HIGH YIELD FUND CLASS P | P | 2013-02-28 | 2025-07-17 | $399 | $511 | -$112 | -$112 |
| 72 SHS GS HIGH YIELD FUND CLASS P | P | 2014-02-28 | 2025-07-17 | $406 | $512 | -$106 | -$106 |
| 74 SHS GS HIGH YIELD FUND CLASS P | P | 2013-12-31 | 2025-07-17 | $417 | $517 | -$100 | -$100 |
| 97 SHS GS HIGH YIELD FUND CLASS P | P | 2013-12-12 | 2025-07-17 | $552 | $682 | -$130 | -$130 |
| 201 SHS GS HIGH YIELD FUND CLASS P | P | 2012-12-12 | 2025-07-17 | $1,139 | $1,449 | -$310 | -$310 |
| 380 SHS GS HIGH YIELD FUND CLASS P | P | 2013-12-12 | 2025-07-17 | $2,152 | $2,665 | -$513 | -$513 |
| 68 SHS GS HIGH YIELD FUND CLASS P | P | 2011-10-31 | 2025-07-17 | $386 | $470 | -$84 | -$84 |
| 69 SHS GS HIGH YIELD FUND CLASS P | P | 2011-07-29 | 2025-07-17 | $389 | $496 | -$107 | -$107 |
| 81 SHS GS HIGH YIELD FUND CLASS P | P | 2011-06-30 | 2025-07-17 | $456 | $582 | -$126 | -$126 |
| 81 SHS GS HIGH YIELD FUND CLASS P | P | 2010-04-30 | 2025-07-17 | $459 | $573 | -$114 | -$114 |
| 84 SHS GS HIGH YIELD FUND CLASS P | P | 2010-03-31 | 2025-07-17 | $477 | $587 | -$110 | -$110 |
| 84 SHS GS HIGH YIELD FUND CLASS P | P | 2010-07-30 | 2025-07-17 | $479 | $590 | -$111 | -$111 |
| 87 SHS GS HIGH YIELD FUND CLASS P | P | 2010-10-29 | 2025-07-17 | $492 | $625 | -$133 | -$133 |
| 88 SHS GS HIGH YIELD FUND CLASS P | P | 2011-01-31 | 2025-07-17 | $498 | $640 | -$142 | -$142 |
| 89 SHS GS HIGH YIELD FUND CLASS P | P | 2011-04-29 | 2025-07-17 | $502 | $652 | -$150 | -$150 |
| 89 SHS GS HIGH YIELD FUND CLASS P | P | 2011-05-31 | 2025-07-17 | $503 | $652 | -$149 | -$149 |
| 89 SHS GS HIGH YIELD FUND CLASS P | P | 2010-12-31 | 2025-07-17 | $505 | $641 | -$136 | -$136 |
| 90 SHS GS HIGH YIELD FUND CLASS P | P | 2011-02-28 | 2025-07-17 | $510 | $660 | -$150 | -$150 |
| 90 SHS GS HIGH YIELD FUND CLASS P | P | 2010-11-30 | 2025-07-17 | $512 | $639 | -$127 | -$127 |
| 91 SHS GS HIGH YIELD FUND CLASS P | P | 2010-08-31 | 2025-07-17 | $515 | $630 | -$115 | -$115 |
| 95 SHS GS HIGH YIELD FUND CLASS P | P | 2010-09-30 | 2025-07-17 | $536 | $670 | -$134 | -$134 |
| 96 SHS GS HIGH YIELD FUND CLASS P | P | 2011-03-31 | 2025-07-17 | $547 | $703 | -$156 | -$156 |
| 34 SHS ISHARES MSCI EAFE ETF | P | 2009-05-21 | 2025-07-17 | $3,005 | $1,548 | $1,457 | $1,457 |
| 57 SHS ISHARES MSCI EAFE ETF | P | 2009-05-08 | 2025-07-17 | $5,035 | $2,575 | $2,460 | $2,460 |
| 52 SHS STATE STREET SPDR S&P 50 ETF | P | 2009-02-20 | 2025-07-17 | $32,592 | $4,025 | $28,567 | $28,567 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $26,020 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $938 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $938 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $938 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,240 | 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 | $1,240 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $302 | OverpaymentAmt |
| Applied To ES Tax | $302 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHRISTINE NEWCAMP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4129680955 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 159 NORTH DRIVE | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15238 | 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 | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| MARY ITA MCGONIGLE | ||||||||
| 114 MOORINGS PARK DRIVE APT 812 | NAPLES | FL | 34105 | PRESIDENT, SECRETARY | 1.00 | $0 | $0 | $0 |
| KEVIN M MCGONIGLE | ||||||||
| 362 MANOR RIDGE DR | ATLANTA | GA | 30305 | 2ND VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| CHRISTINE NEWCAMP | ||||||||
| 159 NORTH DRIVE | PITTSBURGH | PA | 15238 | VICE PRESIDENT, TREASURER | 1.00 | $0 | $0 | $0 |
| MICHAEL J MCGONIGLE | ||||||||
| PO BOX 66 | BUTLER | MD | 210230066 | 3RD VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,800,496 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $14,005 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,814,501 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,814,501 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $27,218 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,787,283 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $89,364 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $89,364 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $938 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $938 | TotalTaxAmt |
| Distributable Before Adj | $88,426 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $88,426 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $88,426 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $87,575 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $87,575 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $88,426 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $4,453 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,274 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $5,727 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $87,575 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $87,575 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $851 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $851 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,876 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,876 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $3,602 | ExcessFromYear3Amt |
| Excess From Year2 | $1,274 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARY ITA MCGONIGLE | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CHRISTINE NEWCAMP | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 159 NORTH DRIVE | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15238 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4129680955 | RecipientPhoneNum |
| Form And Info And Materials | LETTER STATING CHARITABLE PURPOSE AND AMOUNT OF GRANT REQUESTED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY AND EDUCATIONAL PURPOSES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CENTRAL CATHOLIC HIGH SCHOOL | |||||||
| 4720 FIFTH AVENUE | PITTSBURGH | PA | 15213 | N/A | PC | GENERAL | $13,052 |
| CRISTO REY ATLANTA JESUIT HIGH SCHOOL | |||||||
| 222 PIEDMONT AVE NE | ATLANTA | GA | 30308 | N/A | PC | GENERAL | $28,948 |
| ST IGNATIUS LOYOLA ACADEMY | |||||||
| 300 GITTINGS STREET | BALTIMORE | MD | 21230 | N/A | PC | GENERAL | $43,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $85,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $549 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $41,574 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $405 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $26,020 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $68,548 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $68,548 | TotalIncomeProducingActyAmt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $5,150 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,575 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | GOLDMAN SACHS 4698 | StockNm |
| EOY Book Value | $606,635 | EOYBookValueAmt |
| EOYFMV | $1,913,980 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER NONDEDUCTIBLE EXPENSES | Desc |
| Revenue And Expenses Per Books | $298 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDEND DISTRIBUTIONS | Desc |
| Revenue And Expenses Per Books | $405 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $405 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN INCOME TAXES | $650 | $650 | $0 |
| FEDERAL EXCISE TAX | $1,874 | $0 | $0 |
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