JOHN E & SUE M JACKSON CHARITABLE TRUST: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- JOHN E & SUE M JACKSON CHARITABLE TRUST (EIN 25-6019484)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-03-30
- IRS object ID
- 202010909349101801
- Schema version
- 2019v5.0
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-03-30T17:01:55-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 256019484 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN E & SUE M JACKSON CHARITABLE TRUST PNC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JACK | BusinessNameControlTxt |
| Phone | 2162576118 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 609 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152309738 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PNC BANK N A BY | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 2162576118 | PhoneNum |
| Signature | 2020-03-15 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $13,470,082 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $292,283 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $292,283 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $458,885 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,966,186 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $458,885 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $15,000 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $766,168 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $751,168 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $43,200 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $21,600 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $21,600 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $28,003 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,563 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $54 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $54 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $71,257 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $23,217 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $21,600 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $585,900 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $585,900 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $657,157 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $23,217 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $607,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $109,011 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $727,951 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $705,412 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $120,050 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $120,050 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $4,759,695 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,196,975 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,085,092 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $4,941,406 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,198,499 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,264,940 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $10,406,513 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,515,524 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,470,082 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $10,363,690 | CapitalStockBOYAmt |
| Capital Stock EOY | $10,515,524 | CapitalStockEOYAmt |
| Retained Earning BOY | $42,823 | RetainedEarningBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,406,513 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,515,524 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,406,513 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,515,524 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,406,513 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $109,011 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $10,515,524 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,515,524 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (115 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 804. APPLE INC | 2009-09-16 | 2019-01-09 | $124,098 | $49,779 | $74,319 | $74,319 | |
| 1013. CITIGROUP INC | 2017-10-02 | 2019-01-09 | $57,289 | $74,593 | -$17,304 | -$17,304 | |
| 463. CHEVRON CORPORATION | 2018-06-15 | 2019-02-06 | $55,188 | $57,705 | -$2,517 | -$2,517 | |
| 555. MCCORMICK & CO INC COM NON VTG | 2018-07-17 | 2019-02-06 | $68,653 | $66,275 | $2,378 | $2,378 | |
| 139. MCCORMICK & CO INC COM NON VTG | 2018-10-19 | 2019-02-06 | $17,194 | $19,493 | -$2,299 | -$2,299 | |
| 1737. MORGAN STANLEY | 2017-05-01 | 2019-02-06 | $73,670 | $76,228 | -$2,558 | -$2,558 | |
| 893. PRICE T ROWE GROUP INC COM | 2017-10-02 | 2019-02-12 | $86,434 | $80,648 | $5,786 | $5,786 | |
| 1163. TE CONNECTIVITY LTD SEDOL B62B7C3 ISIN CH0102993182 | 2017-06-06 | 2019-02-12 | $94,870 | $92,218 | $2,652 | $2,652 | |
| 1996. ARCHER DANIELS MIDLAND CO | 2018-08-23 | 2019-02-20 | $83,616 | $100,858 | -$17,242 | -$17,242 | |
| 700. ABBVIE INC | 2018-01-10 | 2019-03-05 | $55,831 | $69,878 | -$14,047 | -$14,047 | |
| 878. OCCIDENTAL PETE CORP COM | 2018-02-09 | 2019-03-05 | $58,934 | $59,663 | -$729 | -$729 | |
| 77. ALEXION PHARMACEUTICALS INC | 2019-03-05 | 2019-03-19 | $10,289 | $10,484 | -$195 | -$195 | |
| 37. ALPHABET INC/CA-CL A | 2019-01-09 | 2019-03-19 | $44,305 | $40,197 | $4,108 | $4,108 | |
| 20. AMAZON.COM INC | 2018-05-07 | 2019-03-19 | $35,559 | $31,968 | $3,591 | $3,591 | |
| 114. AMERICAN WATER WORKS CO INC | 2016-03-09 | 2019-03-19 | $11,910 | $7,793 | $4,117 | $4,117 | |
| 99. AMGEN INC | 2014-01-09 | 2019-03-19 | $19,067 | $11,783 | $7,284 | $7,284 | |
| 111. AMPHENOL CORP NEW CL A | 2018-11-20 | 2019-03-19 | $10,670 | $9,352 | $1,318 | $1,318 | |
| 138. APPLE INC | 2009-09-16 | 2019-03-19 | $25,949 | $3,511 | $22,438 | $22,438 | |
| 126. AUTOMATIC DATA PROCESSING INC | 2018-06-05 | 2019-03-19 | $19,522 | $16,953 | $2,569 | $2,569 | |
| 18. AUTOZONE INC | 2018-10-19 | 2019-03-19 | $17,765 | $13,108 | $4,657 | $4,657 | |
| 232. BP PLC SPONSORED ADR | 2019-03-05 | 2019-03-19 | $10,377 | $9,897 | $480 | $480 | |
| 254. BANK OF AMERICA CORP | 2018-08-08 | 2019-03-19 | $7,596 | $8,064 | -$468 | -$468 | |
| 180. BANK NEW YORK MELLON CORP COM | 2016-08-24 | 2019-03-19 | $9,709 | $7,265 | $2,444 | $2,444 | |
| 153. BAXTER INTERNATIONAL INC | 2018-01-10 | 2019-03-19 | $11,839 | $10,465 | $1,374 | $1,374 | |
| 50. BIOGEN INC | 2016-08-24 | 2019-03-19 | $16,331 | $14,706 | $1,625 | $1,625 | |
| 7. BOEING CO | 2017-10-30 | 2019-03-19 | $2,635 | $1,818 | $817 | $817 | |
| 204. BOOZ ALLEN HAMILTON HOLDING | 2019-01-09 | 2019-03-19 | $11,691 | $9,353 | $2,338 | $2,338 | |
| 194. BRISTOL MYERS SQUIBB CO | 2018-09-20 | 2019-03-19 | $9,661 | $11,858 | -$2,197 | -$2,197 | |
| 11. BROADCOM INC | 2019-02-12 | 2019-03-19 | $3,287 | $3,069 | $218 | $218 | |
| 437. BURLINGTON STORES INC | 2017-05-01 | 2019-03-19 | $64,644 | $42,808 | $21,836 | $21,836 | |
| 362. CBRE GROUP INC | 2018-05-07 | 2019-03-19 | $18,491 | $16,825 | $1,666 | $1,666 | |
| 222. CSX CORP COM | 2018-09-20 | 2019-03-19 | $16,323 | $16,377 | -$54 | -$54 | |
| 157. CELANESE CORP | 2018-05-22 | 2019-03-19 | $15,991 | $17,944 | -$1,953 | -$1,953 | |
| 182. CENTENE CORP | 2018-04-30 | 2019-03-19 | $10,989 | $9,880 | $1,109 | $1,109 | |
| 85. CHEVRON CORPORATION | 2018-06-15 | 2019-03-19 | $10,718 | $10,594 | $124 | $124 | |
| 153. CHURCH & DWIGHT INC | 2019-02-06 | 2019-03-19 | $10,168 | $9,501 | $667 | $667 | |
| 446. CISCO SYS INC COM | 2018-11-02 | 2019-03-19 | $23,974 | $20,206 | $3,768 | $3,768 | |
| 400. CITIZENS FINANCIAL GROUP | 2017-05-01 | 2019-03-19 | $14,481 | $14,879 | -$398 | -$398 | |
| 523. COMCAST CORPORATION CL A | 2018-10-19 | 2019-03-19 | $21,052 | $19,009 | $2,043 | $2,043 | |
| 188. CONOCOPHILLIPS | 2017-11-20 | 2019-03-19 | $12,754 | $9,389 | $3,365 | $3,365 | |
| 44. DANAHER CORP | 2018-06-20 | 2019-03-19 | $5,711 | $4,371 | $1,340 | $1,340 | |
| 88. DOLLAR GENERAL CORP | 2018-11-20 | 2019-03-19 | $10,334 | $9,299 | $1,035 | $1,035 | |
| 118. DUKE ENERGY HOLDING CORP | 2018-12-19 | 2019-03-19 | $10,561 | $10,350 | $211 | $211 | |
| 100. EASTMAN CHEM CO | 2018-05-07 | 2019-03-19 | $7,934 | $10,492 | -$2,558 | -$2,558 | |
| 101. FACEBOOK INC | 2016-08-24 | 2019-03-19 | $16,486 | $12,520 | $3,966 | $3,966 | |
| 103. HOME DEPOT INC COM | 2009-02-17 | 2019-03-19 | $19,121 | $2,070 | $17,051 | $17,051 | |
| 426. INTEL CORP | 2018-11-20 | 2019-03-19 | $23,187 | $20,299 | $2,888 | $2,888 | |
| 69. INTERNATIONAL FLAVORS & FRAGRANCES INC | 2019-02-06 | 2019-03-19 | $8,621 | $9,903 | -$1,282 | -$1,282 | |
| 335. J P MORGAN CHASE & CO COM | 2004-10-22 | 2019-03-19 | $36,216 | $13,990 | $22,226 | $22,226 | |
| 227. KOHLS CORP COM | 2018-04-12 | 2019-03-19 | $15,762 | $14,389 | $1,373 | $1,373 | |
| 118. LILLY ELI & CO | 2018-07-17 | 2019-03-19 | $14,903 | $10,590 | $4,313 | $4,313 | |
| 100. MCDONALDS CORP COM | 2017-06-21 | 2019-03-19 | $18,323 | $15,654 | $2,669 | $2,669 | |
| 420. MICROSOFT CORP | 2018-09-20 | 2019-03-19 | $49,502 | $47,489 | $2,013 | $2,013 | |
| 89. NORFOLK SOUTHN CORP COM | 2018-11-20 | 2019-03-19 | $16,002 | $14,514 | $1,488 | $1,488 | |
| 44. NORTHROP GRUMMAN CORPORATION | 2015-03-16 | 2019-03-19 | $12,167 | $7,067 | $5,100 | $5,100 | |
| 4858.672 PNC SMALL CAP FUND MERGED 11/15/19 | 2004-10-25 | 2019-03-19 | $87,505 | $58,402 | $29,103 | $29,103 | |
| 396. PFIZER INC COM | 2017-11-20 | 2019-03-19 | $16,744 | $14,024 | $2,720 | $2,720 | |
| 53. PROCTER & GAMBLE CO | 2019-02-20 | 2019-03-19 | $5,389 | $5,264 | $125 | $125 | |
| 274. PROGRESSIVE CORP OHIO | 2019-02-12 | 2019-03-19 | $20,021 | $19,035 | $986 | $986 | |
| 58. RAYTHEON COMPANY | 2016-03-09 | 2019-03-19 | $10,605 | $7,161 | $3,444 | $3,444 | |
| 6076.397 ROYCE FD TOTAL RETURN | 2005-02-10 | 2019-03-19 | $66,415 | $74,011 | -$7,596 | -$7,596 | |
| 105. S&P GLOBAL INC | 2016-08-24 | 2019-03-19 | $21,852 | $12,768 | $9,084 | $9,084 | |
| 273. SUNTRUST BANKS INC COM | 2016-08-24 | 2019-03-19 | $17,535 | $11,702 | $5,833 | $5,833 | |
| 164. T-MOBILE US INC | 2017-05-01 | 2019-03-19 | $11,952 | $11,117 | $835 | $835 | |
| 252. TOTAL FINA S A | 2015-11-04 | 2019-03-19 | $14,739 | $12,777 | $1,962 | $1,962 | |
| 98. UNITED RENTALS INC COM | 2018-09-20 | 2019-03-19 | $12,046 | $16,727 | -$4,681 | -$4,681 | |
| 70. UNITEDHEALTH GROUP INC COM | 2017-05-01 | 2019-03-19 | $18,088 | $12,285 | $5,803 | $5,803 | |
| 121. VISA INC CLASS A SHARES | 2013-02-11 | 2019-03-19 | $18,807 | $4,757 | $14,050 | $14,050 | |
| 235. WEC ENERGY GROUP INC | 2010-09-27 | 2019-03-19 | $18,353 | $6,819 | $11,534 | $11,534 | |
| 207. WASTE MANAGEMENT INC | 2018-05-07 | 2019-03-19 | $21,071 | $17,267 | $3,804 | $3,804 | |
| 227. WELLCARE HEALTH PLANS, INC. MERGED 1/23/20 @ $120.00 P/S | 2018-08-23 | 2019-03-19 | $57,042 | $67,609 | -$10,567 | -$10,567 | |
| 258. BIOGEN INC | 2016-08-24 | 2019-03-27 | $59,684 | $73,805 | -$14,121 | -$14,121 | |
| 270. BOEING CO | 2017-10-30 | 2019-04-18 | $102,962 | $70,109 | $32,853 | $32,853 | |
| 538. EASTMAN CHEM CO | 2018-05-07 | 2019-04-18 | $45,116 | $56,448 | -$11,332 | -$11,332 | |
| 586. AMPHENOL CORP NEW CL A | 2018-11-20 | 2019-05-13 | $53,865 | $49,371 | $4,494 | $4,494 | |
| 930. BANK NEW YORK MELLON CORP COM | 2016-08-24 | 2019-05-13 | $44,090 | $37,534 | $6,556 | $6,556 | |
| 298. RAYTHEON COMPANY | 2016-03-09 | 2019-05-13 | $52,761 | $36,792 | $15,969 | $15,969 | |
| 849. KOHLS CORP COM | 2018-04-12 | 2019-05-30 | $43,081 | $53,818 | -$10,737 | -$10,737 | |
| 17. ALPHABET INC/CA-CL A | 2019-01-09 | 2019-06-19 | $18,637 | $18,469 | $168 | $168 | |
| 39. ALPHABET INC/CA-CL A | 2015-11-04 | 2019-06-19 | $42,756 | $28,291 | $14,465 | $14,465 | |
| 970. CENTENE CORP | 2018-04-30 | 2019-06-19 | $53,629 | $52,657 | $972 | $972 | |
| 625. DUKE ENERGY HOLDING CORP | 2018-12-19 | 2019-06-19 | $54,483 | $54,819 | -$336 | -$336 | |
| 1112. WASTE MANAGEMENT INC | 2018-04-30 | 2019-07-01 | $128,203 | $91,898 | $36,305 | $36,305 | |
| 861. INTEL CORP | 2018-11-20 | 2019-07-19 | $43,464 | $41,027 | $2,437 | $2,437 | |
| 1399. INTEL CORP | 2017-05-01 | 2019-07-19 | $70,622 | $50,721 | $19,901 | $19,901 | |
| 392. M&T BK CORP | 2019-01-09 | 2019-07-31 | $64,310 | $59,871 | $4,439 | $4,439 | |
| 111. M&T BK CORP | 2019-02-06 | 2019-07-31 | $18,210 | $17,938 | $272 | $272 | |
| 940. BERRY GLOBAL GROUP INC | 2019-05-13 | 2019-08-23 | $38,436 | $46,474 | -$8,038 | -$8,038 | |
| 135. HOME DEPOT INC COM | 2009-02-17 | 2019-08-23 | $29,793 | $2,713 | $27,080 | $27,080 | |
| 368. INTERNATIONAL FLAVORS & FRAGRANCES INC | 2019-02-06 | 2019-08-23 | $39,351 | $52,814 | -$13,463 | -$13,463 | |
| 135. MCDONALDS CORP COM | 2017-06-21 | 2019-08-23 | $29,555 | $20,801 | $8,754 | $8,754 | |
| 471. NORFOLK SOUTHN CORP COM | 2018-11-20 | 2019-08-23 | $81,541 | $74,564 | $6,977 | $6,977 | |
| 840. PFIZER INC COM | 2017-11-20 | 2019-08-23 | $29,622 | $29,749 | -$127 | -$127 | |
| 417. ALEXION PHARMACEUTICALS INC | 2019-03-05 | 2019-09-10 | $45,373 | $56,778 | -$11,405 | -$11,405 | |
| 682. BANK OF AMERICA CORP | 2018-08-08 | 2019-09-10 | $19,962 | $21,653 | -$1,691 | -$1,691 | |
| 891. CBRE GROUP INC | 2018-05-07 | 2019-09-10 | $49,293 | $41,412 | $7,881 | $7,881 | |
| 285. AUTOMATIC DATA PROCESSING INC | 2018-06-05 | 2019-10-10 | $45,621 | $38,347 | $7,274 | $7,274 | |
| 1171. CSX CORP COM | 2018-08-08 | 2019-10-10 | $77,999 | $84,919 | -$6,920 | -$6,920 | |
| 87. CISCO SYS INC COM | 2018-11-02 | 2019-10-10 | $3,990 | $3,942 | $48 | $48 | |
| 1131. CISCO SYS INC COM | 2006-02-24 | 2019-10-10 | $51,867 | $44,376 | $7,491 | $7,491 | |
| 1077. E*TRADE FINANCIAL CORP | 2019-05-13 | 2019-10-10 | $41,625 | $51,638 | -$10,013 | -$10,013 | |
| 69. HCA HEALTHCARE INC | 2019-03-27 | 2019-10-10 | $8,160 | $8,889 | -$729 | -$729 | |
| 199. LOCKHEED MARTIN CORP | 2019-07-01 | 2019-10-10 | $76,950 | $72,668 | $4,282 | $4,282 | |
| 80. OMNICOM GROUP INC | 2019-06-19 | 2019-10-10 | $5,821 | $6,460 | -$639 | -$639 | |
| 517. UNITED RENTALS INC COM | 2017-06-06 | 2019-10-10 | $58,247 | $56,433 | $1,814 | $1,814 | |
| 1259. BP PLC SPONSORED ADR | 2019-03-05 | 2019-10-17 | $47,572 | $53,708 | -$6,136 | -$6,136 | |
| 246. CELANESE CORP | 2018-05-22 | 2019-10-17 | $29,879 | $28,115 | $1,764 | $1,764 | |
| 394. HCA HEALTHCARE INC | 2019-03-27 | 2019-10-17 | $48,217 | $50,757 | -$2,540 | -$2,540 | |
| 1201. PFIZER INC COM | 2017-11-20 | 2019-10-17 | $44,124 | $42,534 | $1,590 | $1,590 | |
| 585. CELANESE CORP | 2018-05-22 | 2019-11-07 | $73,115 | $62,730 | $10,385 | $10,385 | |
| 90. MCDONALDS CORP COM | 2017-06-21 | 2019-11-19 | $17,405 | $13,867 | $3,538 | $3,538 | |
| 475. WEC ENERGY GROUP INC | 2010-09-27 | 2019-11-19 | $41,739 | $13,784 | $27,955 | $27,955 | |
| 1131. CISCO SYS INC COM | 2006-02-24 | 2019-12-10 | $49,870 | $22,484 | $27,386 | $27,386 | |
| .245 TRUIST FINANCIAL CORP | 2016-08-24 | 2019-12-19 | $14 | $8 | $6 | $6 | |
| CAPITAL GAIN DIVIDENDS | $28,654 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $458,885 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $440,364 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $12,701,938 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.034669 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $767,864 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $12,291,031 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.062474 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $499,672 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $11,171,362 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.044728 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $621,990 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $11,745,606 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.052955 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $517,299 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $11,439,932 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.045219 | DistributionYr5Rt |
| Total Distribution | 0.240045 | TotalDistributionRt |
| Average Distribution | 0.048009 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $12,737,944 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $611,536 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $7,280 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $618,816 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $607,500 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $14,559 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $14,559 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $14,559 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $18,545 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $18,545 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,986 | OverpaymentAmt |
| Applied To ES Tax | $3,986 | AppliedToESTaxAmt |
| Refund | $0 | 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 | SEE FOOTNOTE | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PNC BANK NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2162576118 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 609 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152309738 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| 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 |
| 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| PNC BANK N A | ||||||
| PO BOX 94651 | CLEVELAND | OH | 441014651 | CO-TRUSTEE | 8 | $43,200 |
| POLLY TOWNSEND | ||||||
| 34 PROCTOR STREET | MANCHESTER | MA | 019441446 | CO-TRUSTEE | 1 | $0 |
| WILLIAM R JACKSON JR | ||||||
| 55 BURBANK LANE | YARMOUTH | ME | 040965927 | CO-TRUSTEE | 1 | $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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $12,931,923 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,931,923 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,931,923 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $193,979 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,737,944 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $636,897 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $636,897 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,559 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,559 | TotalTaxAmt |
| Distributable Before Adj | $622,338 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $15,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $637,338 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $637,338 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $607,500 | 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 | $607,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $607,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $637,338 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $531,657 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $607,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $531,657 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $75,843 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $561,495 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PNC CHARITABLE TRUST REVIEW COMMITT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 FIFTH AVE MS PT-PTWR-29-2 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4127625157 | RecipientPhoneNum |
| Form And Info And Materials | Please reference the name of the trust in all communications See footnote | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | See www.pncsites.com/en/about-pnc/corporate-responsibility/ philanthropy/charitable-trusts.html | SubmissionDeadlinesTxt |
| Restrictions On Awards | See www.pncsites.com/en/about-pnc/corporate-responsibility/ philanthropy/charitable-trusts.html | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (43 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| DOCTORS WITHOUT BORDERS | ||||||||
| 40 RECTOR ST FL 16 | NEW YORK | NY | 10006 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| GLOBAL LYME ALLIANCE INC | ||||||||
| 222 RAILROAD AVE 2B | GREENWICH | CT | 06830 | NONE | PC | RESEARCH PROGRAM | $15,000 | |
| PITTSBURGH THEOLOGICAL SEMINARY | ||||||||
| 616 N HIGHLAND AVE | PITTSBURGH | PA | 15206 | NONE | PC | FY-2019-2020 STUDENT AID | $15,000 | |
| AMERICAN NATIONAL RED CROSS | ||||||||
| PO BOX 37839 | BOONE | IA | 50037 | NONE | PC | BAHAMAS HURRICAN RELIEF | $30,000 | |
| HISTORICAL SOCIETY OF W PA | ||||||||
| 1212 SMALLMAN ST | PITTSBURGH | PA | 15222 | NONE | PC | EXHIBITS AND EDUCATION | $10,000 | |
| MERCATUS CENTER INC | ||||||||
| 3434 WASHINGTON BLVD 4TH FL | ARLINGTON | VA | 22201 | NONE | PC | ADAM SMITH FELLOWSHIPS | $25,000 | |
| ZACHARY AND ELIZABETH M FISHER CTR | ||||||||
| 110 EAST 42ND ST 16TH FL | NEW YORK | NY | 10017 | NONE | PC | RESEARCH SUPPORT | $10,000 | FOR ALZHEIMERS RESEARCH FDN |
| BOY SCOUTS OF AMERICA | ||||||||
| 1275 BEDFORD AVENUE | PITTSBURGH | PA | 15219 | NONE | PC | SUMMER CAMP SUPPORT | $10,000 | |
| ALZEIMERS DRUG DISCOVERY FDN | ||||||||
| 57 WEST 57TH ST | NEW YORK | NY | 10019 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| LEADERSHIP INSTITUTE | ||||||||
| 1101 N HIGHLAND ST | ARLINGTON | VA | 22201 | NONE | PC | PITTSBURGH LEADERSHIP | $12,500 | |
| THE NEIGHBORHOOD ACADEMY | ||||||||
| 709 N AIKEN AVE | PITTSBURGH | PA | 15206 | NONE | PC | 2019-20 AFTERNOON - AS | $10,000 | |
| CHESAPEAKE BAY FOUNDATION INC | ||||||||
| 6 HERNDON AVE | ANNAPOLIS | MD | 21403 | NONE | PC | ENVIRONMENTAL EDUCATION | $7,500 | |
| MAKE-A-WISH FOUNDATION OF GREATER PA | ||||||||
| 707 GRANT ST STE 3700 | PITTSBURGH | PA | 15219 | NONE | PC | WISHMAKERS | $4,400 | AND WEST VIRGINIA INC |
| WAYNFLETE SCHOOL | ||||||||
| 360 SPRING ST | PORTLAND | ME | 04102 | NONE | PC | 2019-20 FINANCIAL AID | $15,000 | |
| CARNEGIE LIBRARY OF PITTSBURGH | ||||||||
| 4400 FORBES AVE | PITTSBURGH | PA | 15213 | NONE | PC | SUMMER READING | $10,000 | |
| JUNIOR ACHIEVEMENT OF WA PA INC | ||||||||
| 90 EMERSON LANE STE 1403 | BRIDGEVILLE | PR | 15017 | NONE | PC | I CAN INITIATIVE | $5,000 | |
| STATE POLICY NETWORK | ||||||||
| 1655 FORT MYERS DR STE 360 | ARLINGTON | VA | 22209 | NONE | PC | LASTING REF & FOSTER HUMAN | $15,000 | |
| MEDIA RESEARCH CENTER INC | ||||||||
| 1900 CAMPUS COMMONS DR STE 600 | RESTON | VA | 20191 | NONE | PC | SOCIAL MEDIA PROJECT | $15,000 | |
| NEW CENTURY CAREERS | ||||||||
| 305 E CARSON ST | PITTSBURGH | PA | 15219 | NONE | PC | MACHINIST TRAINING PROGRAM | $20,000 | |
| FOUNDATION FOR GOVERNMENT ACCOUNTABILITY | ||||||||
| 15275 COLLIER BLVD STE 201-279 | NAPLES | FL | 34119 | NONE | PC | RESEARCH & EDUCATION | $20,000 | |
| HOLLINS UNIVERSITY CORP | ||||||||
| PO BOX 9658 | ROANOKE | VA | 24020 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| BLIND & VISION REHABILITATION SERV | ||||||||
| 1816 LOCUST ST | PITTSBURGH | PA | 15219 | NONE | PC | INDEPENDENT OPTIONS - | $10,000 | |
| THE CHILDRENS HOME OF PGH | ||||||||
| 5324 PENN AVE | PITTSBURGH | PA | 15224 | NONE | PC | ADOPTION PROGRAM SUPPORT | $10,000 | |
| CHILDRENS MUSEUM OF PGH | ||||||||
| 10 CHILDRENS WAY | PITTSBURGH | PA | 15212 | NONE | PC | PROGRAMS AT MUSEUM LAB | $10,000 | |
| EAST END COOPERATIVE MINISTRY | ||||||||
| 6140 STATION ST | PITTSBURGH | PA | 15206 | NONE | PC | SUMMER DAY CAMP | $25,000 | |
| WOODLANDS FOUNDATION INC | ||||||||
| 134 SHENOT RD | WEXFORD | PA | 15090 | NONE | PC | PROGRAM SUPPORT | $5,000 | |
| NATIONAL RIGHT TO WORK LEGAL | ||||||||
| 8001 BRADDOCK RD STE 600 | SPRINGFIELD | VA | 22151 | NONE | PC | LEGAL PROTECTIONS FOR | $15,000 | DEFENSE & EDUCATION FDN INC |
| MAINEHEALTH | ||||||||
| 22 BRAMHALL ST | PORTLAND | ME | 04102 | NONE | PC | NURSING SCHOLARSHIPS | $15,000 | |
| AVOCA MUSEUM AND HISTORICAL SOCIETY | ||||||||
| 1514 MAIN ST | ALTAVISTA | VA | 24717 | NONE | PC | DIGITAL SIGN INITIATIVE | $10,000 | |
| HILLSDALE COLLEGE | ||||||||
| 33 E COLLEGE ST | HILLSDALE | MI | 49242 | NONE | PC | NATIONAL LEADERSHIP SEMINAR | $15,000 | |
| YOUNG AMERICAS FOUNDATION | ||||||||
| 11480 COMMERCE PARK DR 6TH FL | RESTON | VA | 20191 | NONE | PC | NATIONAL STUDENT CONFERENCE | $25,000 | |
| CLARE BOOTHE LUCE CTR FOR CONS WOMEN | ||||||||
| 112 ELDEN ST STE P | HERNDON | VA | 20170 | NONE | PC | GENERAL OPERATIONS | $30,000 | |
| GREATER PITTSBURGH COMM FOOD BANK | ||||||||
| 1 N LINDEN ST STE P | DEQUESNE | PA | 15110 | NONE | PC | FRESH FOOD DISTRIBUTIONS | $17,500 | |
| IOWA STATE UNIVERSITY FDN | ||||||||
| 2505 UNIVERSITY BLVD PO BOX 2230 | AMES | IA | 50010 | NONE | PC | SCHOLARSHIP SUPPORT | $15,000 | |
| LIGHT OF LIFE MINISTRIES INC | ||||||||
| 913 WESTERN AVENUE | PITTSBURGH | PA | 15233 | NONE | PC | RECOVERY PROGRAM | $15,000 | |
| FAMILY HOUSE INC | ||||||||
| 5001 BAUM BLVD STE 545 | PITTSBURGH | PA | 15213 | NONE | PC | FAMILY ASSISTANCE PROGRAM | $5,000 | |
| FAMILY GUIDANCE INC | ||||||||
| 913 WESTERN AVE | PITTSBURGH | PA | 15233 | NONE | PC | ONE2ONE MENTORING | $10,000 | |
| READING IS FUNDAMENTAL PITTSBURGH | ||||||||
| 10 CHILDRENS WAY STE 300 | PITTSBURGH | PA | 15212 | NONE | PC | BOOKS F/COMMUNITY LIT PROG | $20,000 | |
| PSSI WASHINGTON INC | ||||||||
| 1002 WICONSIN AVE NW LVL 3 4 | WASHINGTON | DC | 20007 | NONE | PC | ECON & FIN STATECRAFT | $15,000 | |
| ALZHEIMERS DISEASE & RELATED DISORDERS | ||||||||
| 919 N MICHIGAN ST STE 1100 | CHICAGO | IL | 50611 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| THE UNITED WAY OF SW PA | ||||||||
| 1250 PENN AVE | PITTSBURGH | PA | 15222 | NONE | PC | CONNECTING PEOPLE TO | $30,000 | |
| ANGELS PLACE INC | ||||||||
| 2615 NORWOOD AVE | PITTSBURGH | PA | 15214 | NONE | PC | CHILDHOOD ED - FAMILY | $5,000 | |
| SPECIAL OLYMPICS PENNSYLVANIA INC | ||||||||
| 2570 BLVD OF THE GENERALS STE 124 | NORRISTOWN | PA | 19403 | NONE | PC | 2020 OUTDOOR GAMES | $4,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $585,900 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $292,283 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $458,885 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $751,168 | ExclusionAmt |
| Related Or Exempt Function Incm | $15,000 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $766,168 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS - FIXED | AT COST | $2,516,187 | $2,533,633 |
| MUTUAL FUNDS - EQUITY | AT COST | $3,682,312 | $4,731,307 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADR SERVICE FEES | Desc |
| Revenue And Expenses Per Books | $54 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $54 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Revenue And Expenses Per Books | $15,000 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,563 | $1,563 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $7,895 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $18,545 | $0 | $0 |