TIMOTHY S MOCK CF CHARITABLE TR: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- TIMOTHY S MOCK CF CHARITABLE TR (EIN 47-7200836)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-13
- IRS object ID
- 202631339349104123
- 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
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-13T15:54:20-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | METZ LEWIS BRODMAN MUST O'KEEFE LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 444 LIBERTY AVE STE 2100 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | 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 | 477200836 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TIMOTHY S MOCK CF TRUST | BusinessNameLine1Txt |
| Business Name Line2 | C/O AUFMAN ASSOCIATES INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % AUFMAN ASSOCIATES | InCareOfNm |
| Business Name Control | TIMO | BusinessNameControlTxt |
| Phone | 7249345600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2200 GEORGETOWN DRIVE STE 401 | AddressLine1Txt |
| City | SEWICKLEY | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15143 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EDWARD AUFMAN | PersonNm |
| Person Title | MANAGER | PersonTitleTxt |
| Phone | 7249345600 | PhoneNum |
| Signature | 2026-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NICHOLAS J HOLLAND | PreparerPersonNm |
| PTIN | P01656200 | PTIN |
| Phone | 4129181100 | PhoneNum |
| Preparation | 2026-05-15 | 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 | $237,967 | 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 | $100,064 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $5 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,109 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,109 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $19,970 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $19,969 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $19,970 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $122,148 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $22,084 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $425 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $425 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,302 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $1,727 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $425 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $30,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $30,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $31,727 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $425 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $30,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $90,421 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $21,659 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $10,002 | CashBOYAmt |
| Cash EOY | $18,722 | CashEOYAmt |
| Cash EOYFMV | $18,722 | CashEOYFMVAmt |
| Corporate Stock BOY | $70,842 | CorporateStockBOYAmt |
| Corporate Stock EOY | $95,410 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $219,245 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $80,844 | TotalAssetsBOYAmt |
| Total Assets EOY | $114,132 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $237,967 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $80,843 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $114,132 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $80,843 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $114,132 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $80,843 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $114,132 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $80,843 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $90,421 | ExcessRevenueOverExpensesAmt |
| Subtotal | $171,264 | SubtotalAmt |
| Other Decreases | $57,132 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $114,132 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| SCHWAB (6731) ST | 2025-01-01 | 2025-12-31 | $14,734 | $15,938 | -$1,200 | -$1,204 | |
| SCHWAB (6731) LT1 | 2024-01-01 | 2025-12-31 | $5,901 | $5,379 | $522 | $522 | |
| SCHWAB (6731) LT2 | 2024-01-01 | 2025-12-31 | $19,591 | $5,821 | $13,770 | $13,770 | |
| CAPITAL GAIN DIVIDENDS | $6,878 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,878 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,878 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $19,970 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $301 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $301 | SubtotalAmt |
| Tax Based On Investment Income | $301 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,160 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $1,160 | TotalPaymentsAndCreditsAmt |
| Overpayment | $859 | OverpaymentAmt |
| Applied To ES Tax | $320 | AppliedToESTaxAmt |
| Refund | $539 | 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 | PA | 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AUFMAN ASSOCIATES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7249345600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2200 GEORGETOWN DRIVE SUITE 401 | AddressLine1Txt |
| City | SEWICKLEY | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15143 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 |
| Relying Current Ntc Dsstr Asst1 | Yes (X) | RelyingCurrentNtcDsstrAsst1Ind |
| 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 |
|---|---|---|---|---|---|---|---|---|
| TIMOTHY S MOCK | ||||||||
| 2200 GEORGETOWN DRIVE STE 401 | SEWICKLEY | PA | 15143 | PRESIDENT | 0 | $0 | $0 | $0 |
| DAVID MOCK | ||||||||
| 2200 GEORGETOWN DRIVE STE 401 | SEWICKLEY | PA | 15143 | SECRETARY | 0 | $0 | $0 | $0 |
| EDWARD AUFMAN | ||||||||
| 2200 GEORGETOWN DRIVE STE 401 | SEWICKLEY | PA | 15143 | MANAGER | 0 | $0 | $0 | $0 |
| JAMES M MOCK | ||||||||
| 11 ARDEN ROAD | WELLESLEY | MA | 02482 | TRUSTEE | 0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $110,502 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $15,561 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $126,063 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $126,063 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,891 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $124,172 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,209 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,209 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $301 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $301 | TotalTaxAmt |
| Distributable Before Adj | $5,908 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $5,908 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $5,908 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $30,000 | 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 | $30,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,908 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2023 | PriorYear1Yr |
| Prior Year2 | 2022 | PriorYear2Yr |
| Prior Year3 | 2021 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $45,064 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $61,524 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $64,136 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $72,897 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $83,051 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $326,672 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $30,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $5,908 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $24,092 | RemainingDistriFromCorpusAmt |
| Total Corpus | $350,764 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $45,064 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $305,700 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $61,524 | ExcessFromYear4Amt |
| Excess From Year3 | $64,136 | ExcessFromYear3Amt |
| Excess From Year2 | $72,897 | ExcessFromYear2Amt |
| Excess From Year1 | $83,051 | ExcessFromYear1Amt |
| Excess From Current Year | $24,092 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | TIMOTHY S MOCK | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ST ALEXANDER NEVSKY ORTHODOX CHURCH | ||||||||
| 8290 THOMPSON RUN ROAD | PITTSBURGH | PA | 15237 | NONE | PC | GENERAL SUPPORT | $4,000 | |
| THE SALVATION ARMY | ||||||||
| 8020 FRANKSTOWN AVENUE | PITTSBURGH | PA | 15221 | NONE | PC | GENERAL SUPPORT | $3,350 | |
| ALZHEIMER'S ASSOCIATION | ||||||||
| 1100 LIBERTY AVENUE | PITTSBURGH | PA | 15222 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| AARP FOUNDATION | ||||||||
| 2020 ARDMORE BLVD | PITTSBURGH | PA | 15221 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| GREATER PITTSBURGH COMMUNITY FOOD BANK | ||||||||
| 1 N LINDEN STREET | DUQUESNE | PA | 15110 | NONE | PC | GENERAL SUPPORT | $6,250 | |
| DANA FARBER CANCER INSTITUTE | ||||||||
| 450 BROOKLINE AVENUE | BOSTON | MA | 02215 | NONE | PC | GENERAL SUPPORT | $3,000 | |
| ARTHRITIS FOUNDATION | ||||||||
| 790 HOLIDAY DRIVE 11 | PITTSBURGH | PA | 15220 | NONE | PC | GENERAL SUPPORT | $750 | |
| SPECIAL OLYMPICS | ||||||||
| 2570 BLVD OF GENERALS SUITE 124 | NORRISTOWN | PA | 19403 | NONE | PC | GENERAL SUPPORT | $400 | |
| LIGHT OF LIFE RESCUE MISSION | ||||||||
| 635 RIDGE AVENUE | PITTSBURGH | PA | 15212 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| WYCLIFFE ASSOCIATION | ||||||||
| 11450 TRANSLATION WAY | ORLANDO | FL | 32832 | NONE | PC | GENERAL SUPPORT | $300 | |
| VETERANS OF FOREIGN WARS | ||||||||
| PROCESSING CENTER PO BOX 8958 | TOPEKA | KS | 666088958 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| UPMC CHILDREN'S HOSPITAL FOUNDATION | ||||||||
| 4401 PENN AVE | PITTSBURGH | PA | 15224 | NONE | PC | GENERAL SUPPORT | $1,500 | |
| NATIONAL AUDUBON SOCIETY | ||||||||
| 614 DORSEYVILLE RD | PITTSBURGH | PA | 15238 | NONE | PC | GENERAL SUPPORT | $100 | |
| FEED THE CHILDREN | ||||||||
| 333 N MERIDIAN | OKLAHOMA CITY | OK | 73107 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| PROJECT HOPE | ||||||||
| PO BOX 3270 | HARLAN | IA | 51593 | NONE | PC | GENERAL SUPPORT | $950 | |
| PARALYZED VETERANS OF AMERICA | ||||||||
| 1875 EYE ST NW SUITE 1100 | WASHINGTON | DC | 20006 | NONE | PC | GENERAL SUPPORT | $300 | |
| CARL FARLEY'S BOYS RANCH | ||||||||
| 8 BIVINS BLVD | BOYS RANCH | TX | 79010 | NONE | PC | GENERAL SUPPORT | $400 | |
| COVENANT HOUSE | ||||||||
| PO BOX 758636 | TOPEKA | KS | 66675 | NONE | PC | GENERAL SUPPORT | $300 | |
| THE NATURE CONSERVANCY | ||||||||
| 4245 NORTH FAIRFAX DRIVE SUITE 100 | ARLINGTON | VA | 22203 | NONE | PC | GENERAL SUPPORT | $100 | |
| ALZHEIMER'S FOUNDATION OF AMERICA | ||||||||
| 322 EIGHTH AVENUE | NEW YORK | NY | 10001 | NONE | PC | GENERAL SUPPORT | $1,000 | 16TH FLOOR |
| PARKINSON'S FOUNDATION | ||||||||
| 5757 WATERFORD DISTRICT DRIVE | MIAMI | FL | 33126 | NONE | PC | GENERAL SUPPORT | $300 | STE 310 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $30,000 | 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 | $5 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,109 | 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 | $19,970 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $22,084 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $22,084 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | JAMES M MOCK | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 ARDEN ROAD | AddressLine1Txt |
| City | WELLESLEY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02482 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $100,064 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | SHARES OF STOCK: 26 SHS CLIPPER 39 SHS VANGUARD 500 INDEX ETF 285 SHS VANGUARD SMALL CAP ETF | NoncashPropertyDesc |
| Fair Market Value | $100,064 | FairMarketValueAmt |
| Received | 2025-12-26 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | METZ LEWIS TAX PREP | CategoryTxt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CLIPPER FUND | $31,231 | $99,451 |
| GUGGENHEIM TOTAL RETURN BOND I | $21,401 | $21,820 |
| VANGUARD 500 INDEX ETF | $9,780 | $24,458 |
| VANGUARD SMALL-CAP INDEX ETF | $32,998 | $73,516 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| COST BASIS ADJUSTMENT | $57,128 |
| ROUNDING | $4 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISOR FEES | CategoryTxt |
| Amt | $425 | Amt |
| Net Investment Income | $425 | NetInvestmentIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES M MOCK | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 ARDEN ROAD | AddressLine1Txt |
| City | WELLESLEY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02482 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 2025 QUARTERLY ESTIMATES | $870 |
| 2024 TAX DUE PAID IN 2025 | $432 |