MARY M CARTOLANO TR: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- MARY M CARTOLANO TR (EIN 25-6307654)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-03-29
- IRS object ID
- 201930889349100753
- Schema version
- 2018v3.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-03-29T13:01:39-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 256307654 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARY M CARTOLANO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DIOC | BusinessNameControlTxt |
| Phone | 4127685898 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 116 ALLEGHENY CENTER MALL P8YB3502L | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15212 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PNC BANK N A BY | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 4127685898 | PhoneNum |
| Signature | 2019-03-25 | SignatureDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 161.150.240.4 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 775AC9AF59FC72ED61B8D791BFA73B7758C13598 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 3BB8C0E9FEC78F69228AD1801D614A994052CE46 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $132,483 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $2,811 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,811 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $29,982 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $152,983 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $29,982 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $32,793 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $32,793 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,810 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $1,720 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $90 | 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 | $995 | TaxesRevAndExpnssAmt |
| 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 |
| Tot Opr Expenses Rev And Expnss | $2,805 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,720 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $90 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,975 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,975 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $9,780 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,720 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,065 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $23,013 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $31,073 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $7,754 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,699 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,699 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $103,989 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $129,058 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $126,784 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $111,743 | TotalAssetsBOYAmt |
| Total Assets EOY | $134,757 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $132,483 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $110,764 | CapitalStockBOYAmt |
| Capital Stock EOY | $133,833 | CapitalStockEOYAmt |
| Retained Earning BOY | $979 | RetainedEarningBOYAmt |
| Retained Earning EOY | $924 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $111,743 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $134,757 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $111,743 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $134,757 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $111,743 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $23,013 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1 | OtherIncreasesAmt |
| Subtotal | $134,757 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $134,757 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (60 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 236.41 TEMPLETON GLOBAL BOND FUND AD FUND | 2013-07-10 | 2018-05-18 | $2,764 | $3,059 | -$295 | -$295 | |
| 121.327 ARTISAN INTERNATIONAL FD-ADV | 2003-03-18 | 2018-06-22 | $4,007 | $1,596 | $2,411 | $2,411 | |
| 1556.828 BAIRD AGGREGATE BOND FUND FD 72 | 2007-05-31 | 2018-06-22 | $16,393 | $16,409 | -$16 | -$16 | |
| 1064.227 DODGE & COX INCOME FUND | 2013-07-10 | 2018-06-22 | $14,303 | $14,293 | $10 | $10 | |
| 88.976 HARBOR FD INTL FD | 2003-03-18 | 2018-06-22 | $5,999 | $2,223 | $3,776 | $3,776 | |
| 83. ISHARES TR S&P 500 INDEX FD | 2017-06-20 | 2018-06-22 | $23,108 | $20,466 | $2,642 | $2,642 | |
| 38. ISHARES TR RUSSELL MIDCAP INDEX FD | 2013-07-10 | 2018-06-22 | $8,199 | $5,062 | $3,137 | $3,137 | |
| 24. ISHARES TR RUSSELL 2000 | 2012-07-11 | 2018-06-22 | $4,034 | $1,896 | $2,138 | $2,138 | |
| 52. ISHARES CORE MSCI EMERGING MARKETS | 2016-06-20 | 2018-06-22 | $2,763 | $2,150 | $613 | $613 | |
| 197.236 MFS EMERGING MARKETS DEBT FUND CLASS I | 2018-05-18 | 2018-06-22 | $2,761 | $2,783 | -$22 | -$22 | |
| 250.176 MFS VALUE FUND CLASS I FUND 893 | 2012-07-11 | 2018-06-22 | $9,887 | $5,954 | $3,933 | $3,933 | |
| 274.962 METROPOLITAN WEST UNCONSTRAINED BOND FUND CLASS I | 2014-11-11 | 2018-06-22 | $3,231 | $3,289 | -$58 | -$58 | |
| 142.547 T ROWE PRICE GROWTH STOCK FUND | 2003-03-18 | 2018-06-22 | $10,004 | $2,637 | $7,367 | $7,367 | |
| 90.094 T ROWE PRICE REAL ESTATE FUND FD 122 | 2013-07-10 | 2018-06-22 | $2,560 | $2,010 | $550 | $550 | |
| 23. AMEX FINANCIAL SELECT SPDR | 2018-06-22 | 2018-06-29 | $619 | $627 | -$8 | -$8 | |
| 8. SECTOR SPDR TR SBI INT-ENERGY | 2018-06-22 | 2018-07-31 | $618 | $606 | $12 | $12 | |
| 1.11 CAMBIAR INTL EQUITY FUND-INS | 2018-06-22 | 2018-08-09 | $31 | $31 | |||
| 3.346 ARTISAN INTERNATIONAL FD-ADV | 2003-03-18 | 2018-08-09 | $111 | $44 | $67 | $67 | |
| 9.469 BAIRD MIDCAP INST | 2018-06-22 | 2018-08-09 | $205 | $198 | $7 | $7 | |
| 1. XTRACKERS MSCI JAPAN HEDGED ETF | 2018-06-22 | 2018-08-09 | $42 | $42 | |||
| 10. XTRACKERS MSCI EUROPE HEDGED ETF | 2018-06-22 | 2018-08-09 | $291 | $284 | $7 | $7 | |
| 2.47 HARDING LOEVNER INTERNATIONAL EQUITY PORTFOLIO | 2018-06-22 | 2018-08-09 | $57 | $57 | |||
| 1. ISHARES TIPS BOND ETF | 2016-09-20 | 2018-08-09 | $111 | $115 | -$4 | -$4 | |
| 4. ISHARES CORE US AGGREGATE BOND ETF | 2018-06-22 | 2018-08-09 | $424 | $424 | |||
| 2. ISHARES MSCI EMERGING MKTS INDEX FUND | 2018-06-22 | 2018-08-09 | $89 | $88 | $1 | $1 | |
| 5. ISHARES EDGE MSCI USA QUALITY FACTOR ETF | 2018-06-22 | 2018-08-09 | $438 | $425 | $13 | $13 | |
| 3. ISHARES EDGE MSCI USA VALUE FACTOR ETF | 2018-06-22 | 2018-08-09 | $261 | $256 | $5 | $5 | |
| 16.481 MFS VALUE FUND CLASS I FUND 893 | 2012-07-11 | 2018-08-09 | $671 | $392 | $279 | $279 | |
| 9.084 MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND CLASS I | 2018-06-22 | 2018-08-09 | $176 | $173 | $3 | $3 | |
| 7.854 MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND CLASS I | 2013-10-15 | 2018-08-09 | $152 | $152 | |||
| 5.231 T ROWE PRICE GROWTH STOCK FUND | 2003-03-18 | 2018-08-09 | $374 | $97 | $277 | $277 | |
| 13.007 ROWE T PRICE VALUE FD INC COM | 2018-06-22 | 2018-08-09 | $489 | $480 | $9 | $9 | |
| 1. SECTOR SPDR TR SBI CYCL TRANS | 2018-07-31 | 2018-08-09 | $114 | $111 | $3 | $3 | |
| 1. SECTOR SPDR TR SBI INT-TECH | 2018-06-22 | 2018-08-09 | $74 | $71 | $3 | $3 | |
| 3.955 TEMPLETON INSTL FDS INC FOREIGN EQUITY SER | 2018-06-22 | 2018-08-09 | $85 | $85 | |||
| 13.278 TOUCHSTONE SANDS CAPITAL SELECT GROWTH FD CLASS Y | 2018-06-22 | 2018-08-09 | $240 | $241 | -$1 | -$1 | |
| 41.97 VANGUARD TOTL BD MKT IDX-ADM | 2018-06-22 | 2018-08-09 | $437 | $436 | $1 | $1 | |
| 12.523 VIRTUS SEIX FLOATING RATE HIGH INCOME FUND CLASS I | 2018-06-22 | 2018-08-09 | $109 | $109 | |||
| 1.061 WASATCH INTL OPPORTUNIT-INST | 2018-06-22 | 2018-08-09 | $4 | $4 | |||
| 4.791 WELLS FARGO SPECIAL US MID CAP VALUE I | 2018-06-22 | 2018-08-09 | $186 | $182 | $4 | $4 | |
| 23.948 WESTERN ASSET CORE PLUS BOND FD CLASS I FD 287 | 2018-06-22 | 2018-08-09 | $271 | $270 | $1 | $1 | |
| 9. WISDOMTREE U.S. QUALITY DIVI ETF | 2018-06-22 | 2018-08-09 | $389 | $376 | $13 | $13 | |
| 8. SECTOR SPDR TR SBI INT-TECH | 2018-06-22 | 2018-08-31 | $604 | $567 | $37 | $37 | |
| 33. XTRACKERS MSCI JAPAN HEDGED ETF | 2018-06-22 | 2018-09-25 | $1,462 | $1,393 | $69 | $69 | |
| 196. XTRACKERS MSCI EUROPE HEDGED ETF | 2018-06-22 | 2018-09-25 | $5,605 | $5,570 | $35 | $35 | |
| 64.247 ARTISAN INTERNATIONAL FD-ADV | 2003-03-18 | 2018-09-26 | $2,186 | $845 | $1,341 | $1,341 | |
| 61.448 HARDING LOEVNER INTERNATIONAL EQUITY PORTFOLIO | 2018-06-22 | 2018-09-26 | $1,431 | $1,413 | $18 | $18 | |
| 295.46 MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND CLASS I | 2013-10-15 | 2018-09-26 | $5,726 | $5,499 | $227 | $227 | |
| 98.662 TEMPLETON INSTL FDS INC FOREIGN EQUITY SER | 2018-06-22 | 2018-09-26 | $2,136 | $2,119 | $17 | $17 | |
| 7. ISHARES TR S&P SMLCAP 600 | 2018-06-29 | 2018-09-28 | $611 | $589 | $22 | $22 | |
| 5. SECTOR SPDR TR SBI CYCL TRANS | 2018-07-31 | 2018-09-28 | $587 | $556 | $31 | $31 | |
| 9. SECTOR SPDR TR SBI INT-ENERGY | 2018-08-31 | 2018-09-28 | $687 | $670 | $17 | $17 | |
| 513.563 TOUCHSTONE SANDS CAPITAL SELECT GROWTH FD CLASS Y | 2018-06-22 | 2018-11-28 | $8,469 | $9,311 | -$842 | -$842 | |
| .001 TOUCHSTONE SANDS CAPITAL SELECT GROWTH FD CLASS Y | 2018-06-22 | 2018-11-29 | |||||
| 3. ISHARES TIPS BOND ETF | 2016-09-20 | 2018-12-27 | $328 | $344 | -$16 | -$16 | |
| 15. ISHARES CORE US AGGREGATE BOND ETF | 2018-06-22 | 2018-12-27 | $1,589 | $1,589 | |||
| 141.505 VANGUARD TOTL BD MKT IDX-ADM | 2018-06-22 | 2018-12-27 | $1,472 | $1,472 | |||
| 23.209 VIRTUS SEIX FLOATING RATE HIGH INCOME FUND CLASS I | 2018-06-22 | 2018-12-27 | $193 | $201 | -$8 | -$8 | |
| 58.652 WESTERN ASSET CORE PLUS BOND FD CLASS I FD 287 | 2018-06-22 | 2018-12-27 | $655 | $660 | -$5 | -$5 | |
| CAPITAL GAIN DIVIDENDS | $2,161 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $29,982 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,553 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $140,072 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.018226 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $12,306 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $135,024 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.091139 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $7,137 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $145,565 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04903 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $7,088 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $147,443 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048073 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $5,948 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $136,498 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.043576 | DistributionYr5Rt |
| Total Distribution | 0.250044 | TotalDistributionRt |
| Average Distribution | 0.050009 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $143,423 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $7,172 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $311 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $7,483 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $7,065 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $621 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $621 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $621 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $674 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $674 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $53 | OverpaymentAmt |
| Applied To ES Tax | $53 | 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 | N/A | 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 | 4127685898 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 116 ALLEGHENY CENTER MALL | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15212 | 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 | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PNC BANK N A | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 116 ALLEGHENY CENTER MALL | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $1,810 | CompensationAmt |
| 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 | ISSUED SCHOLARSHIPS TO 11 STUDENTS AT DUQUESNE UNIVERSITY | Description1Txt |
| Expenses1 | $6,975 | Expenses1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $145,607 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $145,607 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $145,607 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,184 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $143,423 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,171 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,171 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $621 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $621 | TotalTaxAmt |
| Distributable Before Adj | $6,550 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,550 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,550 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,065 | 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 | $7,065 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $7,065 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,550 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $6,477 | 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 | $7,065 | QualifyingDistributionsAmt |
| Applied To Year1 | $6,477 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $588 | 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 | $5,962 | 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 | DIOCESE OF PITTSBURGH | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2900 NOBLESTOWN ROAD | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4129215800 | RecipientPhoneNum |
| Form And Info And Materials | LETTER FORM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | INDIVIDUALS WHO HAVE ENTERED THE PRIESTHOOD. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DUQUESNE UNIVERSITY | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 FORBES AVENUE | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15282 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | SCHOLARSHIPS | GrantOrContributionPurposeTxt |
| Amt | $6,975 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,975 | 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 | $2,811 | 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 | $29,982 | 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 | $32,793 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $32,793 | 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 | $42,790 | $42,576 |
| MUTUAL FUNDS - EQUITY | AT COST | $86,268 | $84,208 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING ADJ FOR SALES AND TRANSACTIONS | Desc |
| Amt | $1 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $321 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $674 | $0 | $0 |