JOHN E & SUE M JACKSON CHARITABLE TRUST: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- JOHN E & SUE M JACKSON CHARITABLE TRUST (EIN 25-6019484)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-07
- IRS object ID
- 201941279349101909
- 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 | 2019-05-07T11:00:20-05:00 | 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 | 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 | 2019-05-06 | SignatureDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 161.150.240.3 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 3BB8C0E9FEC78F69228AD1801D614A994052CE46 | 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 | $11,482,303 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $253,234 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $253,234 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $697,986 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,999,512 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $697,986 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $951,220 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $951,220 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $43,663 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $21,832 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $21,832 | 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 | $14,759 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,116 | 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 |
| Tot Opr Expenses Rev And Expnss | $58,422 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $23,948 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $21,832 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $418,532 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $418,532 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $476,954 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $23,948 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $440,364 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $474,266 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $927,272 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $109,828 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $705,412 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $705,412 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $4,881,025 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,759,695 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,676,534 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $4,941,406 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,941,406 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,100,357 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $9,932,259 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,406,513 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,482,303 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $9,889,650 | CapitalStockBOYAmt |
| Capital Stock EOY | $10,363,690 | CapitalStockEOYAmt |
| Retained Earning BOY | $42,609 | RetainedEarningBOYAmt |
| Retained Earning EOY | $42,823 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,932,259 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,406,513 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,932,259 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,406,513 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,932,259 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $474,266 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $10,406,525 | SubtotalAmt |
| Other Decreases | $12 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,406,513 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (119 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 1362. ABBOTT LABORATORIES INC | 2016-08-24 | 2018-01-10 | $80,050 | $59,916 | $20,134 | $20,134 | |
| 45. AETNA INC NEW | 2013-05-31 | 2018-01-10 | $8,269 | $2,779 | $5,490 | $5,490 | |
| 215. AGILENT TECHNOLOGIES (IPO) | 2017-05-01 | 2018-01-10 | $15,217 | $12,002 | $3,215 | $3,215 | |
| 316. AGILENT TECHNOLOGIES (IPO) | 2017-10-02 | 2018-01-10 | $22,366 | $20,559 | $1,807 | $1,807 | |
| 24. ALPHABET INC/CA-CL A | 2015-11-04 | 2018-01-10 | $26,591 | $18,063 | $8,528 | $8,528 | |
| 127. ALTRIA GROUP INC | 2013-05-17 | 2018-01-10 | $8,897 | $4,736 | $4,161 | $4,161 | |
| 91. AMERICAN WATER WORKS CO INC | 2016-03-09 | 2018-01-10 | $7,800 | $6,221 | $1,579 | $1,579 | |
| 79. AMGEN INC | 2014-01-21 | 2018-01-10 | $14,485 | $9,784 | $4,701 | $4,701 | |
| 124. ANALOG DEVICES INC | 2017-10-02 | 2018-01-10 | $11,206 | $10,665 | $541 | $541 | |
| 216. APPLE INC | 2017-05-01 | 2018-01-10 | $37,437 | $31,670 | $5,767 | $5,767 | |
| 167. APPLIED MATERIALS INC | 2016-08-24 | 2018-01-10 | $8,867 | $4,990 | $3,877 | $3,877 | |
| 143. BANK NEW YORK MELLON CORP COM | 2016-08-24 | 2018-01-10 | $8,187 | $5,771 | $2,416 | $2,416 | |
| 199. BERRY GLOBAL GROUP INC | 2017-05-01 | 2018-01-10 | $11,924 | $9,990 | $1,934 | $1,934 | |
| 40. BIOGEN INC | 2016-08-24 | 2018-01-10 | $13,549 | $11,765 | $1,784 | $1,784 | |
| 35. BOEING CO | 2017-10-30 | 2018-01-10 | $11,255 | $9,088 | $2,167 | $2,167 | |
| 221. BORG WARNER INC. | 2017-10-02 | 2018-01-10 | $12,166 | $11,483 | $683 | $683 | |
| 95. BURLINGTON STORES INC | 2017-05-01 | 2018-01-10 | $11,541 | $9,306 | $2,235 | $2,235 | |
| 120. CBS CORP CLASS B WI | 2016-08-24 | 2018-01-10 | $6,848 | $6,337 | $511 | $511 | |
| 176. CISCO SYS INC COM | 2006-02-24 | 2018-01-10 | $7,010 | $3,499 | $3,511 | $3,511 | |
| 122. CITIGROUP INC | 2017-10-02 | 2018-01-10 | $9,283 | $8,984 | $299 | $299 | |
| 317. CITIZENS FINANCIAL GROUP | 2017-05-01 | 2018-01-10 | $14,394 | $11,792 | $2,602 | $2,602 | |
| 390. COMCAST CORPORATION CL A | 2012-04-30 | 2018-01-10 | $15,896 | $7,362 | $8,534 | $8,534 | |
| 148. CONOCOPHILLIPS | 2017-11-20 | 2018-01-10 | $8,557 | $7,391 | $1,166 | $1,166 | |
| 81. CONSTELLATION BRANDS INC CL A | 2014-05-28 | 2018-01-10 | $17,875 | $6,739 | $11,136 | $11,136 | |
| 45. CUMMINS INC | 2017-05-01 | 2018-01-10 | $8,171 | $6,833 | $1,338 | $1,338 | |
| 167. DOWDUPONT INC | 2017-05-01 | 2018-01-10 | $12,450 | $10,492 | $1,958 | $1,958 | |
| 131. FACEBOOK INC | 2016-08-24 | 2018-01-10 | $24,573 | $16,239 | $8,334 | $8,334 | |
| 48. GENERAL DYNAMICS CORP | 2015-07-20 | 2018-01-10 | $9,835 | $7,154 | $2,681 | $2,681 | |
| 184. HALLIBURTON CO | 2017-05-01 | 2018-01-10 | $9,613 | $8,430 | $1,183 | $1,183 | |
| 95. HOME DEPOT INC COM | 2009-02-17 | 2018-01-10 | $18,291 | $2,753 | $15,538 | $15,538 | |
| 61. HONEYWELL INTL INC | 2015-02-25 | 2018-01-10 | $9,550 | $6,332 | $3,218 | $3,218 | |
| 71. ILLINOIS TOOL WORKS INC COM | 2016-08-24 | 2018-01-10 | $11,891 | $8,510 | $3,381 | $3,381 | |
| 180. INTEL CORP | 2017-05-01 | 2018-01-10 | $7,721 | $6,526 | $1,195 | $1,195 | |
| 265. J P MORGAN CHASE & CO COM | 2014-10-01 | 2018-01-10 | $29,300 | $15,982 | $13,318 | $13,318 | |
| 60. JOHNSON & JOHNSON COM | 2009-09-16 | 2018-01-10 | $8,631 | $3,621 | $5,010 | $5,010 | |
| 45. LAM RESEARCH CORP | 2015-07-20 | 2018-01-10 | $8,642 | $3,484 | $5,158 | $5,158 | |
| 99. LAUDER ESTEE COS INC CL A | 2017-10-02 | 2018-01-10 | $12,827 | $10,712 | $2,115 | $2,115 | |
| 74. MCDONALDS CORP COM | 2017-10-02 | 2018-01-10 | $12,842 | $11,616 | $1,226 | $1,226 | |
| 121. MICROSOFT CORP | 2006-12-20 | 2018-01-10 | $10,618 | $3,646 | $6,972 | $6,972 | |
| 44. MOHAWK INDS INC | 2017-10-02 | 2018-01-10 | $11,969 | $10,990 | $979 | $979 | |
| 224. MORGAN STANLEY | 2017-05-01 | 2018-01-10 | $12,170 | $9,830 | $2,340 | $2,340 | |
| 35. NORTHROP GRUMMAN CORPORATION | 2015-03-16 | 2018-01-10 | $10,758 | $5,621 | $5,137 | $5,137 | |
| 58. PARKER HANNIFIN CORP | 2017-05-01 | 2018-01-10 | $11,994 | $9,205 | $2,789 | $2,789 | |
| 103. PEPSICO INC COM | 2017-05-01 | 2018-01-10 | $12,089 | $11,598 | $491 | $491 | |
| 311. PFIZER INC COM | 2017-11-20 | 2018-01-10 | $11,375 | $11,014 | $361 | $361 | |
| 107. PRICE T ROWE GROUP INC COM | 2017-10-02 | 2018-01-10 | $12,034 | $9,663 | $2,371 | $2,371 | |
| 211. PROLOGIS INC | 2017-06-06 | 2018-01-10 | $13,007 | $11,923 | $1,084 | $1,084 | |
| 46. RAYTHEON COMPANY | 2016-03-09 | 2018-01-10 | $8,877 | $5,679 | $3,198 | $3,198 | |
| 124. ROYAL DUTCH SHELL PLC ADR A | 2017-10-30 | 2018-01-10 | $8,567 | $7,689 | $878 | $878 | |
| 84. S&P GLOBAL INC | 2016-08-24 | 2018-01-10 | $14,744 | $10,214 | $4,530 | $4,530 | |
| 20. SHERWIN-WILLIAMS CO | 2017-06-21 | 2018-01-10 | $8,436 | $7,136 | $1,300 | $1,300 | |
| 49. STANLEY BLACK & DECKER INC | 2017-11-20 | 2018-01-10 | $8,423 | $8,035 | $388 | $388 | |
| 134. STATE STR CORP COM | 2017-05-01 | 2018-01-10 | $14,028 | $11,263 | $2,765 | $2,765 | |
| 53. STRYKER CORP | 2017-05-01 | 2018-01-10 | $8,446 | $7,191 | $1,255 | $1,255 | |
| 217. SUNTRUST BANKS INC COM | 2016-08-24 | 2018-01-10 | $14,866 | $9,302 | $5,564 | $5,564 | |
| 131. T-MOBILE US INC | 2017-05-01 | 2018-01-10 | $8,381 | $8,880 | -$499 | -$499 | |
| 150. TEXAS INSTRS INC COM | 2016-03-09 | 2018-01-10 | $16,324 | $8,213 | $8,111 | $8,111 | |
| 140. THERMO ELECTRON CORP COM | 2015-11-04 | 2018-01-10 | $28,757 | $18,754 | $10,003 | $10,003 | |
| 200. TOTAL FINA S A | 2015-11-04 | 2018-01-10 | $11,503 | $10,140 | $1,363 | $1,363 | |
| 148. TRANSCANADA CORP (HOLDING CO) | 2017-06-06 | 2018-01-10 | $7,057 | $7,030 | $27 | $27 | |
| 134. TYSON FDS INC COM | 2016-08-24 | 2018-01-10 | $10,910 | $10,057 | $853 | $853 | |
| 61. UNITED RENTALS INC COM | 2017-06-06 | 2018-01-10 | $10,539 | $6,492 | $4,047 | $4,047 | |
| 55. UNITEDHEALTH GROUP INC COM | 2017-05-01 | 2018-01-10 | $12,313 | $9,653 | $2,660 | $2,660 | |
| 95. VISA INC CLASS A SHARES | 2013-02-11 | 2018-01-10 | $11,245 | $3,735 | $7,510 | $7,510 | |
| 186. WEC ENERGY GROUP INC | 2010-09-27 | 2018-01-10 | $11,874 | $5,398 | $6,476 | $6,476 | |
| 858. WYNDHAM WORLDWIDE CORP | 2013-03-25 | 2018-01-10 | $96,848 | $55,809 | $41,039 | $41,039 | |
| 147. TE CONNECTIVITY LTD SEDOL B62B7C3 ISIN CH0102993182 | 2017-06-06 | 2018-01-10 | $14,424 | $11,669 | $2,755 | $2,755 | |
| 93. ROYAL CARRIBEAN CRUISES LTD SEDOL 2754907 ISIN LR0008862868 | 2017-05-01 | 2018-01-10 | $11,519 | $10,227 | $1,292 | $1,292 | |
| 939. CBS CORP CLASS B WI | 2016-08-24 | 2018-02-09 | $49,456 | $49,588 | -$132 | -$132 | |
| 104. HOME DEPOT INC COM | 2009-02-17 | 2018-02-09 | $19,088 | $2,090 | $16,998 | $16,998 | |
| 17. MOHAWK INDS INC | 2016-08-24 | 2018-02-09 | $4,186 | $3,602 | $584 | $584 | |
| 29. MOHAWK INDS INC | 2017-10-02 | 2018-02-09 | $7,141 | $7,243 | -$102 | -$102 | |
| 27. MOHAWK INDS INC | 2017-05-01 | 2018-02-09 | $6,648 | $6,346 | $302 | $302 | |
| 1182. TRANSCANADA CORP (HOLDING CO) | 2017-06-06 | 2018-02-09 | $49,660 | $56,145 | -$6,485 | -$6,485 | |
| 286. MOHAWK INDS INC | 2016-08-24 | 2018-04-12 | $68,153 | $60,594 | $7,559 | $7,559 | |
| 353. AETNA INC NEW | 2013-05-31 | 2018-04-30 | $63,177 | $21,799 | $41,378 | $41,378 | |
| 558. ILLINOIS TOOL WORKS INC COM | 2016-08-24 | 2018-04-30 | $79,691 | $66,884 | $12,807 | $12,807 | |
| 985. ALTRIA GROUP INC | 2013-05-17 | 2018-05-07 | $54,922 | $36,731 | $18,191 | $18,191 | |
| 625. COMCAST CORPORATION CL A | 2012-04-30 | 2018-05-07 | $20,034 | $9,450 | $10,584 | $10,584 | |
| 1225. PROLOGIS INC | 2017-05-01 | 2018-05-07 | $80,085 | $67,087 | $12,998 | $12,998 | |
| 464. PROLOGIS INC | 2017-06-06 | 2018-05-07 | $30,334 | $26,219 | $4,115 | $4,115 | |
| 157. SHERWIN-WILLIAMS CO | 2017-06-21 | 2018-05-07 | $59,137 | $56,015 | $3,122 | $3,122 | |
| 380. STANLEY BLACK & DECKER INC | 2017-11-20 | 2018-05-07 | $53,136 | $62,312 | -$9,176 | -$9,176 | |
| 137. ROYAL CARRIBEAN CRUISES LTD SEDOL 2754907 ISIN LR0008862868 | 2017-05-01 | 2018-05-07 | $14,360 | $15,065 | -$705 | -$705 | |
| 1544. BERRY GLOBAL GROUP INC | 2017-05-01 | 2018-05-22 | $75,763 | $77,508 | -$1,745 | -$1,745 | |
| 469. HONEYWELL INTL INC | 2015-02-25 | 2018-05-22 | $71,002 | $48,620 | $22,382 | $22,382 | |
| 796. PEPSICO INC COM | 2016-08-24 | 2018-05-22 | $79,337 | $86,869 | -$7,532 | -$7,532 | |
| 1025. ANALOG DEVICES INC | 2017-10-02 | 2018-06-05 | $102,499 | $88,160 | $14,339 | $14,339 | |
| 1423. HALLIBURTON CO | 2017-05-01 | 2018-06-15 | $66,410 | $65,191 | $1,219 | $1,219 | |
| 731. SMUCKER J M CO COM NEW | 2018-05-07 | 2018-06-15 | $76,832 | $82,784 | -$5,952 | -$5,952 | |
| 929. AGILENT TECHNOLOGIES (IPO) | 2017-05-01 | 2018-06-20 | $58,284 | $51,861 | $6,423 | $6,423 | |
| 631. CONSTELLATION BRANDS INC CL A | 2014-05-28 | 2018-07-17 | $135,048 | $52,499 | $82,549 | $82,549 | |
| 350. CUMMINS INC | 2017-05-01 | 2018-07-17 | $47,424 | $53,145 | -$5,721 | -$5,721 | |
| 377. GENERAL DYNAMICS CORP | 2015-07-20 | 2018-07-17 | $72,125 | $56,191 | $15,934 | $15,934 | |
| 328. THERMO ELECTRON CORP COM | 2015-11-04 | 2018-07-17 | $69,124 | $43,938 | $25,186 | $25,186 | |
| 1. AMERICAN INTERNATIONAL GROUP INC | 2001-01-01 | 2018-08-02 | $130 | $130 | $130 | ||
| 446. PARKER HANNIFIN CORP | 2017-05-01 | 2018-08-08 | $76,895 | $70,783 | $6,112 | $6,112 | |
| 1037. STATE STR CORP COM | 2017-05-01 | 2018-08-08 | $89,932 | $87,160 | $2,772 | $2,772 | |
| 481. TYSON FDS INC COM | 2017-10-02 | 2018-08-08 | $28,746 | $34,323 | -$5,577 | -$5,577 | |
| 629. TYSON FDS INC COM | 2016-08-24 | 2018-08-08 | $37,591 | $47,210 | -$9,619 | -$9,619 | |
| 382. FACEBOOK INC | 2016-08-24 | 2018-08-23 | $66,600 | $47,352 | $19,248 | $19,248 | |
| 466. JOHNSON & JOHNSON COM | 2009-09-16 | 2018-08-23 | $62,776 | $28,123 | $34,653 | $34,653 | |
| 820. LAUDER ESTEE COS INC CL A | 2017-10-02 | 2018-08-23 | $109,843 | $88,728 | $21,115 | $21,115 | |
| 986. ROYAL DUTCH SHELL PLC ADR A | 2017-10-30 | 2018-09-04 | $64,355 | $61,141 | $3,214 | $3,214 | |
| 355. LAM RESEARCH CORP | 2015-07-20 | 2018-09-20 | $55,248 | $26,383 | $28,865 | $28,865 | |
| 615. MARRIOTT INTERNATIONAL INC CL A | 2018-01-10 | 2018-09-20 | $80,548 | $84,624 | -$4,076 | -$4,076 | |
| 410. STRYKER CORP | 2017-05-01 | 2018-09-20 | $71,026 | $55,625 | $15,401 | $15,401 | |
| 1834. BORG WARNER INC. | 2017-10-02 | 2018-10-19 | $67,312 | $95,291 | -$27,979 | -$27,979 | |
| 1822. US FOODS HOLDING CORP | 2018-06-15 | 2018-10-19 | $55,516 | $68,508 | -$12,992 | -$12,992 | |
| 1310. APPLIED MATERIALS INC | 2016-08-24 | 2018-11-02 | $45,804 | $39,143 | $6,661 | $6,661 | |
| 1292. DOWDUPONT INC | 2015-07-20 | 2018-11-02 | $73,584 | $66,565 | $7,019 | $7,019 | |
| 289. FEDEX CORPORATION | 2018-05-22 | 2018-11-20 | $64,042 | $73,528 | -$9,486 | -$9,486 | |
| 2742. FIRST DATA CORP- CLASS A | 2018-08-23 | 2018-11-20 | $46,510 | $68,875 | -$22,365 | -$22,365 | |
| 1163. TEXAS INSTRS INC COM | 2016-03-09 | 2018-11-20 | $112,357 | $63,677 | $48,680 | $48,680 | |
| 587. ROYAL CARRIBEAN CRUISES LTD SEDOL 2754907 ISIN LR0008862868 | 2017-05-01 | 2018-11-20 | $61,944 | $64,549 | -$2,605 | -$2,605 | |
| 1. NU SKIN ENTERPRISES 67018T105 | 2001-01-01 | 2018-11-23 | $1,019 | $25 | $994 | $994 | |
| 1562. SUNCOR ENERGY INC ISIN CA8672241079 SEDOL B3NB1P2 | 2018-09-04 | 2018-12-19 | $45,204 | $63,006 | -$17,802 | -$17,802 | |
| 669. UNITED TECHNOLOGIES CORP COM | 2018-07-17 | 2018-12-19 | $77,590 | $87,339 | -$9,749 | -$9,749 | |
| CAPITAL GAIN DIVIDENDS | $73,782 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $697,986 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $767,864 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $12,291,031 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.062474 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $499,672 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $11,171,362 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.044728 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $621,990 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $11,745,606 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052955 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $517,299 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $11,439,932 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.045219 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $451,844 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $10,411,314 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.043399 | DistributionYr5Rt |
| Total Distribution | 0.248775 | TotalDistributionRt |
| Average Distribution | 0.049755 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $12,701,938 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $631,985 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $9,273 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $641,258 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $440,364 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $18,545 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $18,545 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $18,545 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,650 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $10,650 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $7,895 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 | $43,663 |
| 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 | $12,895,369 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,895,369 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,895,369 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $193,431 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,701,938 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $635,097 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $635,097 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $18,545 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $18,545 | TotalTaxAmt |
| Distributable Before Adj | $616,552 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $616,552 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $616,552 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $440,364 | 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 | $440,364 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $440,364 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $616,552 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $355,469 | 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 | $440,364 | QualifyingDistributionsAmt |
| Applied To Year1 | $355,469 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $84,895 | 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 | $531,657 | 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 (25 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 |
|---|---|---|---|---|---|---|---|---|
| THE NEIGHBORHOOD ACADEMY | ||||||||
| 709 N AIKEN AVENUE | PITTSBURGH | PA | 15206 | NONE | PC | AFTER-SCHOOL PROGRAM | $8,266 | |
| AMERICAN CENTER FOR LAW AND JUSTICE | ||||||||
| 1333 REGENT UNIVERSITY DR STE 101 | VIRGINIA BEACH | VA | 234645048 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| CLARE BOOTH LUCE POLICY INSTITUTE | ||||||||
| 112 ELDEN STREET STE P | HERNDON | VA | 20170 | NONE | PC | TRG. CONSERV WOMEN | $20,000 | |
| CONCERNED WOMEN FOR AMERICA | ||||||||
| 1015 FIFTEENTH STREET | WASHINGTON | DC | 20005 | NONE | PC | WOMEN IN MILITARY ISSUES | $10,000 | |
| HILLSDALE COLLEGE | ||||||||
| 33 EAST COLLEGE MOSS HALL | HILLSDALE | MO | 49242 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| LEADERSHIP INSTITUTE | ||||||||
| 1101 N HIGHLAND STREET | ARLINGTON | VA | 22201 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| MEDIA RESEARCH CENTER INC | ||||||||
| 325 SOUTH PATRICK STREET | ALEXANDRIA | VA | 223143580 | NONE | PC | GENERAL SUPPORT | $15,000 | |
| NATIONAL RIGHT TO WORK LEGAL DEF FDN | ||||||||
| 8001 BRADDOCK ROAD | SPRINGFIELD | VA | 22160 | NONE | PC | RIGHT TO WORK EDUCATION | $10,000 | |
| MERCATUS CENTER AT GEORGE MASON | ||||||||
| 3301 NORTH FAIRFAX DR | ARLINGTON | VA | 22201 | NONE | PC | STUDENT TRG AGNST KENSIAN | $20,000 | UNIVERSITY |
| YOUNG AMERICA'S FOUNDATION | ||||||||
| 110 ELDEN STREET | HERNDON | VA | 20170 | NONE | PC | GENERAL SUPPORT | $21,766 | |
| TICKETS FOR KIDS FOUNDATION | ||||||||
| 139 FREEPORT ROAD | PITTSBURGH | PA | 152152943 | NONE | PC | TICKET DISTRIBUTION | $20,000 | |
| THE FUND FOR AMERICAN STUDIES | ||||||||
| 1706 NEW HAMPSHIRE AVE NW | WASHINGTON | DC | 200092502 | NONE | PC | GENERAL SUPPORT | $7,500 | |
| GREATER PITTSBURGH COMMUNITY | ||||||||
| 1 N LINDEN ST | DUQUESNE | PA | 15110 | NONE | PC | GENERAL SUPPORT | $20,000 | FOOD BANK |
| CHILDREN'S MUSEUM OF PITTSBURGH | ||||||||
| 10 CHILDRENS WAY | PITTSBURGH | PA | 15212 | NONE | PC | MUSEUM LAB | $50,000 | |
| GLOBAL LYME ALLIANCE INC | ||||||||
| 222 RAILROAD AVE 2B | GREENWICH | CT | 06830 | NONE | PC | RESEARCH PROGRAM | $15,000 | |
| HUMAN SERVICES CENTER CORP | ||||||||
| 519 PENN AVE | PITTSBURGH | PA | 15145 | NONE | PC | YOUTH LIFE AND KOOL PROGRAM | $7,000 | |
| NATIONAL AVIARY IN PITTSBURGH | ||||||||
| ALLEGHENY COMMONS WEST 700 ARCH ST | PITTSBURGH | PA | 15212 | NONE | PC | ONSITE AND OUTREACH | $6,000 | |
| NATIONAL REVIEW INSTITUTE | ||||||||
| 19 WEST 44TH STREET | NEW YORK | NY | 10036 | NONE | PC | GENERAL SUPPORT | $15,000 | |
| NEW CENTURY CAREERS | ||||||||
| 305 E CARSON ST | PITTSBURGH | PA | 15219 | NONE | PC | MACHINIST TRAINING PROGRAM | $18,000 | |
| PSSI WASHINGTON | ||||||||
| 1002 WISCONSIN AVE NW LEVELS 3 AN | WASHINGTON | DC | 20007 | NONE | PC | ECONOMIC AND FINANCIAL | $10,000 | |
| PIONEER INSTITUTE FOR PUBLIC POL | ||||||||
| 185 DEVONSHIRE ST STE 1101 | BOSTON | MA | 02110 | NONE | PC | INNOVATION IN K-12 | $20,000 | |
| STATE POLICY NETWORK | ||||||||
| 1655 FORT MYER DR STE 360 | ARLINGTON | VA | 22209 | NONE | PC | THINK TANK CAPACITIES | $10,000 | |
| UNITED WAY OF SW PA | ||||||||
| 1250 PENN AVENUE | PITTSBURGH | PA | 15222 | NONE | PC | 211; CONNECTING PEOPLE IN | $30,000 | |
| BETHLEHEM HAVEN | ||||||||
| 905 WATSON ST | PITTSBURGH | PA | 15219 | NONE | PC | EMERGENCY SHELTER PROGRAM | $50,000 | |
| FOUNDATION FOR GOVERNMENT ACCOUNTABILITY | ||||||||
| 15275 COLLIER BLVD STE 201 279 | NAPLES | FL | 341196750 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $418,532 | 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 | $253,234 | 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 | $697,986 | 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 | $951,220 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $951,220 | 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 | $2,316,187 | $2,209,610 |
| MUTUAL FUNDS - EQUITY | AT COST | $2,625,219 | $2,890,747 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING ADJ FOR SALES AND TRANSACTIONS | Desc |
| Amt | $12 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $2,116 | $2,116 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $1,993 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $10,650 | $0 | $0 |