THE CESTONE FAMILY FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THE CESTONE FAMILY FOUNDATION INC (EIN 22-6703196)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-11
- IRS object ID
- 202133159349102143
- Schema version
- 2020v4.1
- 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
- All Oth Prog Rltd Investments Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-11T12:14:02-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 251467156 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SISTERSON & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 310 GRANT STREET SUITE 2100 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 226703196 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CESTONE FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CEST | BusinessNameControlTxt |
| Phone | 4127629540 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 FIFTH AVENUE 27TH FLOOR | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHELE CESTONE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4127629540 | PhoneNum |
| Signature | 2021-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MICHELE | PersonFirstNm |
| Person Last | CESTONE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL M COMSTOCK | PreparerPersonNm |
| PTIN | P00474378 | PTIN |
| Phone | 4122812025 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,456,342 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $256,150 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $228,063 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $130,084 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,308,943 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $151,660 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $6,808 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $386,234 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $386,531 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $75,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $75,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $78,544 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $44,618 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $33,926 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,893 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Net Invst Incm | $8,853 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $155,544 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $56,364 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $108,926 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $333,450 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $333,450 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $488,994 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $56,364 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $442,376 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$102,760 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $330,167 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $83 | CashBOYAmt |
| Cash EOY | $85 | CashEOYAmt |
| Cash EOYFMV | $85 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $261,657 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $534,774 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $534,774 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $50,000 | AcctRcvblAmt |
| Acct Rcvbl BOY | $50,000 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $50,000 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $50,000 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $4,346,349 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,159,283 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,946,829 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,288,033 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,008,024 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,106,639 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,655,899 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $744,330 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $818,015 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $8,602,021 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,496,496 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,456,342 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $8,602,021 | CapitalStockBOYAmt |
| Capital Stock EOY | $8,496,496 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,602,021 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,496,496 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,602,021 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,496,496 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,602,021 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$102,760 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,499,261 | SubtotalAmt |
| Other Decreases | $2,765 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,496,496 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PNC - PUBLICLY TRADED SECURITIES | P | $3,279,574 | $3,147,209 | $132,365 | $132,365 |
| PNC MANAGED - CGD | P | $29,369 | $29,369 | $29,369 | |
| FLOWTHROUGH FROM PARTNERSHIP | P | $10,074 | -$10,074 | -$10,074 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $151,660 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,589 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,589 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,589 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,123 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $4,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $7,123 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,534 | OverpaymentAmt |
| Applied To ES Tax | $2,534 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | 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 | KEN SPRUILL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4127629540 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PNC PRIVATE FINANCIAL MANAGEMENT | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | 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 | 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 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| MARIA A CESTONE | ||||||||
| 137 LIBERTY WAY | ROSELAND | NJ | 07068 | PRESIDENT/DIRECTOR | 1.00 | $0 | $0 | $0 |
| MICHELE J CESTONE | ||||||||
| 37 RIDGE ROAD | WEST ORANGE | NJ | 07052 | TREASURER/DIRECTOR | 35.00 | $75,000 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,262,961 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $321,764 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,584,725 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,584,725 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $143,771 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,440,954 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $472,048 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $472,048 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,589 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,589 | TotalTaxAmt |
| Distributable Before Adj | $467,459 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $467,459 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $467,459 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $442,376 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $442,376 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $442,376 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $467,459 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $283,184 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $250,529 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $275,371 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $227,592 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $229,396 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,266,072 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $442,376 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $442,376 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $25,083 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $25,083 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,240,989 | 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 | $258,101 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $982,888 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $250,529 | ExcessFromYear4Amt |
| Excess From Year3 | $275,371 | ExcessFromYear3Amt |
| Excess From Year2 | $227,592 | ExcessFromYear2Amt |
| Excess From Year1 | $229,396 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PNC WEALTH MANAGEMENT - ATTENTION K | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 FIFTH AVENUE 27TH FLOOR | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4127629540 | RecipientPhoneNum |
| Form And Info And Materials | LETTER WITH HISTORY & TAX EXEMPT STATUS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN NATIONAL RED CROSS | ||||||
| 2801 LIBERTY AVENUE | PITTSBURGH | PA | 15222 | PC | COVID RELIEF IN ITALY THROUGH THE CROCE ROSSA | $50,000 |
| EXPLORING THE ARTS INC | ||||||
| 34-12 36TH STREET STE 2-100 | ASTORIA | NY | 111061232 | PC | ETA RESPECTFULLY REQUESTS THE RALPH M. CESTONE FOUNDATION'S CONSIDERATION FOR A RENEWAL OF ITS $25,000 GRANT TO FUND OUR ARTS INTERNSHIP PROGRAM IN THE UPCOMING 2020-21 SCHOOL YEAR. | $25,000 |
| FISH HOSPITALITY PROGRAM INC | ||||||
| 456 NEW MARKET ROAD | PISCATAWAY | NJ | 08854 | PC | ON THE PAGES THAT FOLLOW IS OUR GRANT REQUEST FOR THE MANNER IN WHICH FISH HOSPITALITY PROGRAM USUALLY OPERATES. WE PROVIDE SHELTER TO HOMELESS FAMILIES AND SINGLE WOMEN. FOR THE SAFETY OF OUR GUESTS AND VOLUNTEERS, WE HAVE SUSPENDED OUR ROTATIONAL SHELTER DURING THIS PUBLIC HEALTH CRISIS. | $5,000 |
| FAMILY PROMISE OF HUNTERDON COUNTY INC | ||||||
| 8 BARTLES CORNER ROAD - SUITE 11 | FLEMINGTON | NJ | 088221208 | PC | FAMILY PROMISE OF HUNTERDON COUNTY (FPHC) IS THE ONLY TEMPORARY HOME-BASED SERVICE ORGANIZATION FOR FAMILIES IN HUNTERDON COUNTY, PROVIDING FAMILIES WITH SAFE LODGING, INTENSIVE CASE MANAGEMENT, AND COMPREHENSIVE SERVICES. | $10,000 |
| FRIENDS OF FIREFIGHTERS INC | ||||||
| 199 VAN BRUNT ST | BROOKLYN | NY | 112311212 | PC | WE ARE SEEKING SUPPORT OF OUR MENTAL HEALTH AND OUTREACH PROGRAMS THAT HAVE NECESSARILY CHANGED TO MEET THE DEMANDS OF THE FDNY FIREFIGHTER COMMUNITY'S EXPOSURE TO THE COVID 19 CRISIS. | $20,000 |
| GREATER PITTSBURGH COMMUNITY FOOD BANK | ||||||
| 1 N LINDEN ST | DUQUESNE | PA | 151101097 | PC | THE FOOD BANK RESPECTFULLY REQUESTS A GRANT OF $10,000 FROM THE RALPH M. CESTONE FOUNDATION TO HELP FAMILIES IN NEED BY ALLEVIATING THE RISING COSTS OF OPERATIONS FOR THE IMPORTANT WORK WE DO IN THE COMMUNITY. | $10,000 |
| JEANNE JUGAN RESIDENCE-LITTLE SISTERS OF THE POOR | ||||||
| 2999 SCHURZ AVE | BRONX | NY | 10465 | PC | THE GRANT WILL BE USED FOR GENERAL OPERATING SUPPORT OF THE CARE AND ACTIVITIES OF OUR ELDERLY RESIDENTS. OUR ACTIVITIES STAFF, NURSING SERVICES, SOCIAL SERVICES AND NUTRITIONAL SERVICES ALL CONTRIBUTE TO THE WELL-BEING OF OUR ELDERLY RESIDENTS. | $10,000 |
| MOUNT SAINT DOMINIC ACADEMY | ||||||
| 3 RYERSON AVE | CALDWELL | NJ | 070066109 | PC | MSDA'S FINANCIAL AID ASSISTANCE PROGRAM PROVIDES FINANCIAL SUPPORT TO LOW AND MIDDLE INCOME FAMILIES WHO WANT TO PROVIDE THEIR DAUGHTER WITH AND CATHOLIC, COLLEGE PREPARATORY EDUCATION THAT ALSO PREPARES OUR YOUNG WOMEN TO BE GOOD GLOBAL CITIZENS. | $45,000 |
| PROJECT HOME | ||||||
| 1515 FAIRMONT AVE | PHILADELPHIA | PA | 191302936 | PC | THIS GRANT IS TO BE USED FOR STAFF WHO PROVIDE WHOLE-PERSON CARE TO LIFT THE FORMERLY HOMELESS OUT OF POVERTY AS WE EXPAND TO MEET THE GROWING NEED FOR SUPPORTIVE HOUSING IN PHILADELPHIA. | $5,000 |
| SAGE ELDERCARE INC | ||||||
| 290 BROAD ST | SUMMIT | NJ | 079013507 | PC | SAGE ELDERCARE REQUESTS A GRANT IN SUPPORT OF OUR PROGRAMS WHICH OFFER A COMPREHENSIVE ARRAY OF SUPPORTIVE SERVICES FOR OLDER ADULTS AND CAREGIVERS PROMOTING INDEPENDENCE AND QUALITY OF LIFE. | $10,000 |
| SAINT BARNABAS MEDICAL CENTER | ||||||
| 95 OLD SHORT HILLS ROAD | WEST ORANGE | NJ | 07052 | PC | A GIFT TO THE EMERGENCY RESPONSE FUND WILL SUPPORT OUR COMPREHENSIVE EMERGENCY CARE EFFORTS AND HELP US ADDRESS THE GROWING NEEDS THAT ARE ARISING AS A RESULT OF THE CHALLENGES PRESENTED BY COVID 19VAND WILL BE USED TO SUPPORT OUR COMPREHENSIVE EMERGENCY CARE EFFORTS. | $15,000 |
| ST MARY'S FOUNDATION FOR CHILDREN | ||||||
| 29-01 216TH STREET | BAYSIDE | NY | 11360 | PC | "ANIMAL-ASSISTED THERAPY TO CHILDREN WITH DEVELOPMENTAL DISABILITIES AND OTHER SPECIAL HEALTHCARE NEEDS AT OUR CHILDREN'S HOSPITAL. | $5,000 |
| TAHIRIH JUSTICE CENTER | ||||||
| 6402 ARLINGTON BOULEVARD SUITE 300 | FALLS CHURCH | VA | 22042 | PC | GENERAL OPERATIONAL SUPPORT | $82,500 |
| THE CARNEGIE HALL CORPORATION | ||||||
| 881 SEVENTH AVE | NEW YORK | NY | 100193210 | PC | TO PROVIDE GENERAL OPERATING SUPPORT FOR CARNEGIE HALL'S ARTISTIC, EDUCATION, ARTIST TRAINING, AND SOCIAL IMPACT PROGRAMS DURING THE 2020-2021 SEASON. | $25,000 |
| TOWNSHIP OF WEST ORANGE | ||||||
| 66 MAIN STREET | WEST ORANGE | NJ | 07052 | PC | ACQUIRING EQUIPMENT FOR OUR ADMINISTRATIVE SUPPORT STAFF TO MAKE THEIR HOMES A MORE EFFECTIVE AND EFFICIENT PLACE TO CONDUCT TOWNSHIP BUSINESS. | $15,950 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $333,450 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $256,150 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $130,084 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME FROM PARTNERSHIPS | Desc |
| Business | 900000 | BusinessCd |
| Unrelated Business Taxbl Incm | -$22,053 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22,053 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$22,053 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $408,287 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $386,234 | 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 |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NOT APPLICABLE | Desc |
| Amt | $0 | Amt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | PNC MANAGED ACCOUNT - FIXED INCOME | BondNm |
| EOY Book Value | $2,008,024 | EOYBookValueAmt |
| EOYFMV | $2,106,639 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PNC MANAGED ACCOUNT - EQUITIES | StockNm |
| EOY Book Value | $5,159,283 | EOYBookValueAmt |
| EOYFMV | $6,946,829 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FOUNDVEST, LLC/EXFUSE | AT COST | $152,620 | $152,620 |
| US TRUST - PRIVATE EQUITY | AT COST | $38,943 | $91,766 |
| PNC MANAGED ACCOUNT - ALTERNATIVE INVESTMENTS | AT COST | $552,767 | $573,629 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PNC COST BASIS ADJUSTMENT | Desc |
| Amt | $2,765 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME FROM PARTNERSHIPS | Desc |
| Revenue And Expenses Per Books | $0 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $6,808 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PNC MANAGEMENT FEES | $72,037 | $44,586 | $27,451 |
| TAX PREP FEES | $6,475 | $0 | $6,475 |
| US TRUST BANK FEES | $32 | $32 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $2,000 | $0 | $0 |
| FOREIGN TAXES | $0 | $2,893 | $0 |