Ralph And Dorothy Hartwell Schugar Charitable Foundation

Goldberg James K Et Al Ttee

Pittsburgh, PA
Tax-exempt since Jan. 2003
EIN: 25-6803374

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$145k (2024)

Expenses

$123k (2024)

Total Assets

$1.94M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$145,497

Expenses

$122,962

Net Income

$22,535

Net Assets

$1,936,179

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$57,645	39.6%
Sales of Assets	$87,784	60.3%
Other Income	$68	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$101,229	82.3%
Compensation of Officers*	$36,594	29.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,936,179
Total Liabilities	$0
Net Assets	$1,936,179

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank N A (Co Trustee)	$25,682	$0
Howard D Davis (Co Trustee)	$5,456	$0
James K Goldberg (Co Trustee)	$5,456	$0

990-PF

Filed on April 24, 2025

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Fiscal Year Ending Dec.
2023

Revenue

$40,605

Expenses

$127,405

Net Income

-$86,800

Net Assets

$1,914,301

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$48,226	> 100%
Sales of Assets	-$7,677
Other Income	$56	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$104,946	82.4%
Compensation of Officers*	$34,141	26.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,914,301
Total Liabilities	$0
Net Assets	$1,914,301

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank N A (Co Trustee)	$24,105	$0
Howard D Davis (Co Trustee)	$5,018	$0
James K Goldberg (Co Trustee)	$5,018	$0

990-PF

Filed on April 16, 2024

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Fiscal Year Ending Dec.
2022

Revenue

$80,135

Expenses

$142,593

Net Income

-$62,458

Net Assets

$1,999,420

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$45,128	56.3%
Sales of Assets	$35,007	43.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$116,447	81.7%
Compensation of Officers*	$36,401	25.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,999,420
Total Liabilities	$0
Net Assets	$1,999,420

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank N A (Co Trustee)	$25,505	$0
Howard D Davis (Co Trustee)	$5,448	$0
James K Goldberg (Co Trustee)	$5,448	$0

990-PF

Filed on April 12, 2023

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Fiscal Year Ending Dec.
2021

Revenue

$116,077

Expenses

$130,955

Net Income

-$14,878

Net Assets

$2,062,688

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$46,472	40.0%
Sales of Assets	$66,446	57.2%
Other Income	$3,159	2.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$104,741	80.0%
Compensation of Officers*	$39,704	30.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,062,688
Total Liabilities	$0
Net Assets	$2,062,688

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank Na (Co Trustee)	$27,736	$0
Howard D Davis (Co Trustee)	$5,984	$0
James K Goldberg (Co Trustee)	$5,984	$0

990-PF

Filed on April 15, 2022

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Fiscal Year Ending Dec.
2020

Revenue

$94,709

Expenses

$138,754

Net Income

-$44,045

Net Assets

$2,077,867

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$48,646	51.4%
Sales of Assets	$46,063	48.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$108,393	78.1%
Compensation of Officers*	$35,001	25.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,077,868
Total Liabilities	$1
Net Assets	$2,077,867

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank Na (Co Trustee)	$24,609	$0
Howard D Davis (Co Trustee)	$5,196	$0
James K Goldberg (Co Trustee)	$5,196	$0

990-PF

Filed on April 20, 2021

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Fiscal Year Ending Dec.
2019

Revenue

$486,478

Expenses

$127,495

Net Income

$358,983

Net Assets

$2,120,107

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$51,845	10.7%
Sales of Assets	$432,633	88.9%
Other Income	$2,000	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$104,745	82.2%
Compensation of Officers*	$33,598	26.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,120,108
Total Liabilities	$1
Net Assets	$2,120,107

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank Na (Co Trustee)	$23,170	$0
Howard D Davis (Co Trustee)	$5,214	$0
James K Goldberg (Co Trustee)	$5,214	$0

990-PF

Filed on March 30, 2020

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Fiscal Year Ending Dec.
2018

Revenue

$162,453

Expenses

$129,002

Net Income

$33,451

Net Assets

$1,761,115

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$42,587	26.2%
Sales of Assets	$119,866	73.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$104,475	81.0%
Compensation of Officers*	$36,048	27.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,761,115
Total Liabilities	$0
Net Assets	$1,761,115

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank Na (Co Trustee)	$25,081	$0
Howard D Davis (Co Trustee)	$5,484	$0
James K Goldberg (Co Trustee)	$5,483	$0

990-PF

Filed on April 16, 2019

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Fiscal Year Ending Dec.
2017

Revenue

$143,159

Expenses

$130,100

Net Income

$13,059

Net Assets

$1,727,662

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$41,592	29.1%
Sales of Assets	$99,567	69.5%
Other Income	$2,000	1.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$107,346	82.5%
Compensation of Officers*	$34,744	26.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,727,662
Total Liabilities	$0
Net Assets	$1,727,662

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank Na (Co Trustee)	$24,331	$0
Howard D Davis (Co Trustee)	$5,207	$0
James K Goldberg (Co Trustee)	$5,206	$0

990-PF

Filed on April 20, 2018

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Fiscal Year Ending Dec.
2016

Revenue

$54,143

Expenses

$124,809

Net Income

-$70,666

Net Assets

$1,714,606

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$41,067	75.8%
Sales of Assets	$13,076	24.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$91,840	73.6%
Compensation of Officers*	$33,405	26.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,714,606
Total Liabilities	$0
Net Assets	$1,714,606

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank (Co Trustee)	$23,335	$0
Howard D Davis (Co Trustee)	$5,035	$0
James K Goldberg (Co Trustee)	$5,035	$0

990-PF

Filed on Nov. 8, 2017

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Fiscal Year Ending Dec.
2015

Revenue

$165,038

Expenses

$118,488

Net Income

$46,550

Net Assets

$1,785,283

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$46,084	27.9%
Sales of Assets	$118,954	72.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$99,015	83.6%
Compensation of Officers*	$26,462	22.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,785,283
Total Liabilities	$0
Net Assets	$1,785,283

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank (Co Trustee)	$16,052	$0
Howard D Davis (Co Trustee)	$5,205	$0
James K Goldberg (Co Trustee)	$5,205	$0

990-PF

Filed on May 12, 2016

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Fiscal Year Ending Dec.
2014

Revenue

$184,778

Expenses

$111,792

Net Income

$72,986

Net Assets

$1,738,728

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$56,403	30.5%
Sales of Assets	$128,375	69.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$92,748	83.0%
Compensation of Officers*	$24,587	22.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,738,728
Total Liabilities	$0
Net Assets	$1,738,728

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank Na (Co Trustee)	$14,265	$0
Howard D Davis (Co Trustee)	$5,161	$0
James K Goldberg (Co Trustee)	$5,161	$0

990-PF

Filed on May 10, 2015

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Fiscal Year Ending Dec.
2013

Revenue

$181,054

Expenses

$102,749

Net Income

$78,305

Net Assets

$1,684,859

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4	0.0%
Dividends	$44,292	24.5%
Sales of Assets	$136,756	75.5%
Other Income	$2	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$86,258	84.0%
Compensation of Officers*	$22,876	22.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,684,859
Total Liabilities	$0
Net Assets	$1,684,859

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank Na (Co Trustee)	$13,464	$0
Howard D Davis (Co Trustee)	$4,706	$0
James K Goldberg (Co Trustee)	$4,706	$0

990-PF

Filed on May 5, 2014

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Fiscal Year Ending Dec.
2012

Revenue

$114,606

Expenses

$98,691

Net Income

$15,915

Net Assets

$1,606,553

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$57,259	50.0%
Sales of Assets	$57,344	50.0%
Other Income	$3	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$85,267	86.4%
Compensation of Officers*	$20,233	20.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,606,554
Total Liabilities	$1
Net Assets	$1,606,553

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$80,587

Expenses

$102,246

Net Income

-$21,659

Net Assets

$1,590,638

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$38,736	48.1%
Sales of Assets	$36,469	45.3%
Other Income	$5,382	6.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$88,043	86.1%
Compensation of Officers*	$21,725	21.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,590,639
Total Liabilities	$1
Net Assets	$1,590,638

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Updated June 30, 2025

Ralph And Dorothy Hartwell Schugar Charitable Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $145k (2024)

Expenses $123k (2024)

Total Assets $1.94M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$145k (2024)

Expenses

$123k (2024)

Total Assets

$1.94M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003