JOHN E & SUE M JACKSON CHARITABLE TRUST: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- JOHN E & SUE M JACKSON CHARITABLE TRUST (EIN 25-6019484)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-07-06
- IRS object ID
- 201811879349100621
- Schema version
- 2017v2.2
- 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 Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-07-06T13:00:26-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | 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 | 2018-07-02 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $12,877,917 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $227,567 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $227,567 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $861,263 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,832,072 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $861,263 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $1,088,830 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,088,830 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $42,696 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $21,348 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $21,348 | 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 | $11,435 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,588 | 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 | $17,775 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $17,775 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $71,906 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $23,936 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $39,123 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $739,390 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $739,390 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $811,296 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $23,936 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $778,513 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $277,534 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,064,894 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $158,494 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $109,828 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $109,828 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $4,939,707 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,881,025 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,053,047 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $4,556,516 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,941,406 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,715,042 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $9,654,717 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,932,259 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,877,917 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $9,654,717 | CapitalStockBOYAmt |
| Capital Stock EOY | $9,889,650 | CapitalStockEOYAmt |
| Retained Earning EOY | $42,609 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,654,717 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,932,259 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,654,717 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,932,259 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,654,717 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $277,534 | ExcessRevenueOverExpensesAmt |
| Other Increases | $8 | OtherIncreasesAmt |
| Subtotal | $9,932,259 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,932,259 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (99 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 1. HEALTHSOUTH CORP COM | 2001-01-01 | 2017-02-03 | $69 | $25 | $44 | $44 | |
| .5 BIOVERATIV INC-W/I | 2016-08-24 | 2017-02-13 | $22 | $26 | -$4 | -$4 | |
| 1. PFIZER, INC. SECURITIES LITIGATION (10CV03864AKH) | 2001-01-01 | 2017-02-24 | $119 | $119 | $119 | ||
| 1. HEALTHSOUTH CORP COM | 2001-01-01 | 2017-03-10 | $39 | $39 | $39 | ||
| 1. STATE STREET CORP857477103 | 2001-01-01 | 2017-03-10 | $282 | $25 | $257 | $257 | |
| 201. ABBOTT LABORATORIES INC | 2016-08-24 | 2017-05-01 | $8,740 | $8,842 | -$102 | -$102 | |
| 41. ADVANSIX INC - W/I | 2015-02-25 | 2017-05-01 | $1,121 | $597 | $524 | $524 | |
| 75. AETNA INC NEW | 2013-05-31 | 2017-05-01 | $10,213 | $4,632 | $5,581 | $5,581 | |
| 31. ALPHABET INC/CA-CL A | 2015-11-04 | 2017-05-01 | $28,867 | $23,332 | $5,535 | $5,535 | |
| 664. ALTRIA GROUP INC | 2013-05-17 | 2017-05-01 | $47,382 | $24,761 | $22,621 | $22,621 | |
| 1005. AMERICAN ELECTRIC POWER INC | 2015-11-04 | 2017-05-01 | $67,828 | $57,243 | $10,585 | $10,585 | |
| 117. AMERICAN WATER WORKS CO INC | 2016-03-09 | 2017-05-01 | $9,271 | $7,998 | $1,273 | $1,273 | |
| 102. AMGEN INC | 2014-08-15 | 2017-05-01 | $16,649 | $13,373 | $3,276 | $3,276 | |
| 419. APPLIED MATERIALS INC | 2016-08-24 | 2017-05-01 | $17,318 | $12,520 | $4,798 | $4,798 | |
| 185. BANK NEW YORK MELLON CORP COM | 2016-08-24 | 2017-05-01 | $8,751 | $7,466 | $1,285 | $1,285 | |
| 126. BIOVERATIV INC-W/I | 2016-08-24 | 2017-05-01 | $7,367 | $6,525 | $842 | $842 | |
| 157. CBS CORP CLASS B WI | 2016-08-24 | 2017-05-01 | $10,434 | $8,291 | $2,143 | $2,143 | |
| 1033. CVS CAREMARK CORP | 2013-02-22 | 2017-05-01 | $84,784 | $53,144 | $31,640 | $31,640 | |
| 902. CELANESE CORP-SERIES A | 2015-07-20 | 2017-05-01 | $79,258 | $58,824 | $20,434 | $20,434 | |
| 229. CISCO SYS INC COM | 2006-02-24 | 2017-05-01 | $7,774 | $4,553 | $3,221 | $3,221 | |
| 1138. CINTAS CORP | 2015-02-25 | 2017-05-01 | $137,678 | $95,184 | $42,494 | $42,494 | |
| 507. COMCAST CORPORATION CL A | 2014-08-06 | 2017-05-01 | $19,795 | $13,517 | $6,278 | $6,278 | |
| 106. CONSTELLATION BRANDS INC CL A | 2014-05-28 | 2017-05-01 | $18,256 | $8,819 | $9,437 | $9,437 | |
| 1978. D R HORTON INC | 2015-11-04 | 2017-05-01 | $64,590 | $59,391 | $5,199 | $5,199 | |
| 152. DISNEY WALT CO | 2014-03-10 | 2017-05-01 | $17,460 | $12,457 | $5,003 | $5,003 | |
| 656. DOLLAR GENERAL CORP | 2016-08-24 | 2017-05-01 | $47,362 | $60,166 | -$12,804 | -$12,804 | |
| 168. DR PEPPER SNAPPLE GROUP INC | 2015-07-20 | 2017-05-01 | $15,304 | $13,306 | $1,998 | $1,998 | |
| 107. EDWARDS LIFESCIENCES CORP | 2015-02-25 | 2017-05-01 | $11,779 | $7,181 | $4,598 | $4,598 | |
| 64. EQUIFAX INC | 2016-08-24 | 2017-05-01 | $8,612 | $8,376 | $236 | $236 | |
| 11. EXXON MOBIL CORP | 2009-09-16 | 2017-05-01 | $902 | $644 | $258 | $258 | |
| 530. EXXON MOBIL CORP | 2014-11-18 | 2017-05-01 | $43,454 | $50,428 | -$6,974 | -$6,974 | |
| 169. FACEBOOK INC | 2016-08-24 | 2017-05-01 | $25,650 | $20,949 | $4,701 | $4,701 | |
| 175. GENERAL DYNAMICS CORP | 2015-07-20 | 2017-05-01 | $33,982 | $26,083 | $7,899 | $7,899 | |
| 2069. GENERAL ELEC CO COM | 2012-07-02 | 2017-05-01 | $60,124 | $42,269 | $17,855 | $17,855 | |
| 124. HOME DEPOT INC COM | 2016-03-09 | 2017-05-01 | $19,174 | $15,564 | $3,610 | $3,610 | |
| 515. HONEYWELL INTL INC | 2015-02-25 | 2017-05-01 | $67,751 | $53,911 | $13,840 | $13,840 | |
| 93. ILLINOIS TOOL WORKS INC COM | 2016-08-24 | 2017-05-01 | $12,784 | $11,147 | $1,637 | $1,637 | |
| 344. J P MORGAN CHASE & CO COM | 2014-10-01 | 2017-05-01 | $30,130 | $22,339 | $7,791 | $7,791 | |
| 474. JOHNSON & JOHNSON COM | 2009-09-16 | 2017-05-01 | $58,409 | $28,606 | $29,803 | $29,803 | |
| 180. JOHNSON & JOHNSON COM | 2013-01-16 | 2017-05-01 | $22,181 | $13,090 | $9,091 | $9,091 | |
| 181. JOHNSON & JOHNSON COM | 2016-08-24 | 2017-05-01 | $22,304 | $21,541 | $763 | $763 | |
| 1563. KROGER CO | 2014-05-08 | 2017-05-01 | $45,684 | $36,385 | $9,299 | $9,299 | |
| 138. LAM RESEARCH CORP | 2015-07-20 | 2017-05-01 | $20,441 | $10,685 | $9,756 | $9,756 | |
| 17565.034 LITMAN GREGORY MASTERS INTERNATIONAL FUND CLASS IS | 2005-02-10 | 2017-05-01 | $289,999 | $272,567 | $17,432 | $17,432 | |
| 318. LOCKHEED MARTIN CORP | 2013-11-25 | 2017-05-01 | $85,626 | $44,937 | $40,689 | $40,689 | |
| 155. MICROSOFT CORP | 2006-12-20 | 2017-05-01 | $10,742 | $4,670 | $6,072 | $6,072 | |
| 195. NIKE INC CL B | 2015-11-04 | 2017-05-01 | $10,777 | $12,723 | -$1,946 | -$1,946 | |
| 163. NORTHERN TRUST CORP | 2016-08-24 | 2017-05-01 | $14,717 | $11,198 | $3,519 | $3,519 | |
| 131. NORTHROP GRUMMAN CORPORATION | 2015-03-16 | 2017-05-01 | $32,198 | $21,112 | $11,086 | $11,086 | |
| 361. O REILLY AUTOMOTIVE INC | 2015-11-04 | 2017-05-01 | $86,452 | $96,527 | -$10,075 | -$10,075 | |
| 493. PPG INDS INC COM | 2015-03-16 | 2017-05-01 | $54,092 | $56,520 | -$2,428 | -$2,428 | |
| 3799. PFIZER INC COM | 2016-03-09 | 2017-05-01 | $128,327 | $112,867 | $15,460 | $15,460 | |
| 348. PUBLIC STORAGE INC | 2015-11-04 | 2017-05-01 | $71,428 | $81,380 | -$9,952 | -$9,952 | |
| 60. RAYTHEON COMPANY | 2016-03-09 | 2017-05-01 | $9,273 | $7,408 | $1,865 | $1,865 | |
| 109. S&P GLOBAL INC | 2016-08-24 | 2017-05-01 | $14,678 | $13,254 | $1,424 | $1,424 | |
| 1522. SCHLUMBERGER LTD COM | 2013-09-11 | 2017-05-01 | $110,489 | $134,715 | -$24,226 | -$24,226 | |
| 38. SIMON PROPERTY GROUP INC | 2016-08-24 | 2017-05-01 | $6,343 | $8,043 | -$1,700 | -$1,700 | |
| 281. SUNTRUST BANKS INC COM | 2016-08-24 | 2017-05-01 | $16,198 | $12,045 | $4,153 | $4,153 | |
| 194. TEXAS INSTRS INC COM | 2016-03-09 | 2017-05-01 | $15,295 | $10,622 | $4,673 | $4,673 | |
| 69. THERMO ELECTRON CORP COM | 2015-11-04 | 2017-05-01 | $11,551 | $9,243 | $2,308 | $2,308 | |
| 791. TOTAL FINA S A | 2015-11-04 | 2017-05-01 | $40,429 | $40,105 | $324 | $324 | |
| 112. TYSON FDS INC COM | 2016-08-24 | 2017-05-01 | $7,154 | $8,406 | -$1,252 | -$1,252 | |
| 443. UNIVERSAL HEALTH SERVICES INC CLASS B | 2015-11-04 | 2017-05-01 | $53,167 | $55,063 | -$1,896 | -$1,896 | |
| 1110. VANTIV INC CLASS A NAME CHG 01/16/18 | 2016-08-24 | 2017-05-01 | $68,483 | $59,019 | $9,464 | $9,464 | |
| 2250. VERIZON COMMUNICATIONS COM | 2013-05-17 | 2017-05-01 | $103,223 | $115,554 | -$12,331 | -$12,331 | |
| 124. VISA INC CLASS A SHARES | 2013-02-11 | 2017-05-01 | $11,317 | $4,875 | $6,442 | $6,442 | |
| 516. VULCAN MATERIALS CO | 2016-08-24 | 2017-05-01 | $64,230 | $61,611 | $2,619 | $2,619 | |
| 241. WEC ENERGY GROUP INC | 2010-09-27 | 2017-05-01 | $14,518 | $6,994 | $7,524 | $7,524 | |
| 1166. WELLS FARGO & CO NEW COM | 2009-09-16 | 2017-05-01 | $63,348 | $33,523 | $29,825 | $29,825 | |
| 126. WYNDHAM WORLDWIDE CORP | 2016-03-09 | 2017-05-01 | $12,091 | $9,336 | $2,755 | $2,755 | |
| 81. ACCENTURE PLC CLASS A SEDOL B4BNMY3 | 2015-07-20 | 2017-05-01 | $9,829 | $8,162 | $1,667 | $1,667 | |
| 119. INGERSOLL-RAND PLC SEDOL: B633030 | 2016-08-24 | 2017-05-01 | $10,545 | $8,068 | $2,477 | $2,477 | |
| 793. CHECK POINT SOFTWARE COM | 2014-08-29 | 2017-05-01 | $82,657 | $56,163 | $26,494 | $26,494 | |
| 1334. DEVON ENERGY CORP NEW | 2017-05-01 | 2017-06-06 | $45,115 | $52,480 | -$7,365 | -$7,365 | |
| 1351. HD SUPPLY HOLDINGS INC | 2017-05-01 | 2017-06-06 | $45,757 | $54,266 | -$8,509 | -$8,509 | |
| 407. LAM RESEARCH CORP | 2015-07-20 | 2017-06-06 | $65,414 | $31,512 | $33,902 | $33,902 | |
| 259. SIMON PROPERTY GROUP INC | 2016-08-24 | 2017-06-06 | $39,603 | $54,817 | -$15,214 | -$15,214 | |
| 1364. APPLIED MATERIALS INC | 2016-08-24 | 2017-06-21 | $59,618 | $40,756 | $18,862 | $18,862 | |
| 430. EQUIFAX INC | 2016-08-24 | 2017-06-21 | $59,634 | $56,277 | $3,357 | $3,357 | |
| 128. LAM RESEARCH CORP | 2015-07-20 | 2017-06-21 | $19,328 | $9,910 | $9,418 | $9,418 | |
| 1322. NIKE INC CL B | 2015-11-04 | 2017-06-21 | $69,225 | $86,255 | -$17,030 | -$17,030 | |
| 953. NUCOR CORP | 2017-05-01 | 2017-06-21 | $53,964 | $58,801 | -$4,837 | -$4,837 | |
| 1025. DISNEY WALT CO | 2012-07-02 | 2017-10-02 | $102,352 | $54,202 | $48,150 | $48,150 | |
| 1132. DR PEPPER SNAPPLE GROUP INC | 2014-10-17 | 2017-10-02 | $98,779 | $71,845 | $26,934 | $26,934 | |
| 1072. KRAFT HEINZ CO/THE | 2017-05-01 | 2017-10-02 | $83,572 | $96,580 | -$13,008 | -$13,008 | |
| 1103. NORTHERN TRUST CORP | 2016-08-24 | 2017-10-02 | $101,784 | $75,779 | $26,005 | $26,005 | |
| 1340. WELLS FARGO & CO NEW COM | 2009-09-16 | 2017-10-02 | $74,156 | $38,525 | $35,631 | $35,631 | |
| 551. ACCENTURE PLC CLASS A SEDOL B4BNMY3 | 2015-07-20 | 2017-10-02 | $74,465 | $55,524 | $18,941 | $18,941 | |
| 1658. CSX CORP COM | 2017-06-21 | 2017-10-30 | $86,310 | $86,534 | -$224 | -$224 | |
| 649. EXXON MOBIL CORP | 2009-09-16 | 2017-10-30 | $54,129 | $37,982 | $16,147 | $16,147 | |
| 114. AETNA INC NEW | 2013-05-31 | 2017-11-20 | $19,637 | $7,040 | $12,597 | $12,597 | |
| 728. EDWARDS LIFESCIENCES CORP | 2015-02-25 | 2017-11-20 | $77,785 | $48,860 | $28,925 | $28,925 | |
| 844. VALERO ENERGY CORP NEW COM | 2017-05-01 | 2017-11-20 | $68,987 | $54,177 | $14,810 | $14,810 | |
| 803. INGERSOLL-RAND PLC SEDOL: B633030 | 2016-08-24 | 2017-11-20 | $68,575 | $54,445 | $14,130 | $14,130 | |
| 2118.046 HARBOR FD INTL FD | 2009-09-16 | 2017-11-28 | $150,000 | $113,485 | $36,515 | $36,515 | |
| 7515.03 MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND CLASS I | 2013-09-11 | 2017-11-28 | $150,000 | $138,125 | $11,875 | $11,875 | |
| 3044.191 HARBOR FD INTL FD | 2004-10-25 | 2017-12-26 | $205,392 | $121,489 | $83,903 | $83,903 | |
| 9291.371 MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND CLASS I | 2013-09-11 | 2017-12-26 | $185,177 | $170,218 | $14,959 | $14,959 | |
| CAPITAL GAIN DIVIDENDS | $54,044 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $861,263 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $499,672 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $11,171,362 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.044728 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $621,990 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $11,745,606 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052955 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $517,299 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $11,439,932 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.045219 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $451,844 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $10,411,314 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.043399 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $454,485 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $9,656,202 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047067 | DistributionYr5Rt |
| Total Distribution | 0.233368 | TotalDistributionRt |
| Average Distribution | 0.046674 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $12,291,031 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $573,672 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $10,649 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $584,321 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $778,513 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $10,649 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,649 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,649 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,656 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $1,993 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $10,649 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| 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 |
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 | $42,696 |
| 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 | $12,478,204 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,478,204 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,478,204 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $187,173 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,291,031 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $614,552 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $614,552 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,649 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,649 | TotalTaxAmt |
| Distributable Before Adj | $603,903 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $603,903 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $603,903 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $778,513 | 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 | $778,513 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $10,649 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $767,864 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $603,903 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $530,079 | 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 | $778,513 | QualifyingDistributionsAmt |
| Applied To Year1 | $530,079 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $248,434 | 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 | $355,469 | 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 (76 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 |
|---|---|---|---|---|---|---|---|---|
| ST JOHN EPISCOPAL CHURCH | ||||||||
| 705 HALE ST | BEVERLY FARMS | MA | 01915 | NONE | PC | SYRIAN REFUGEE OUTREACH | $5,000 | |
| THE NEIGHBORHOOD ACADEMY | ||||||||
| 709 N AIKEN AVENUE | PITTSBURGH | PA | 15206 | NONE | PC | AFTER-SCHOOL PROGRAM | $12,000 | |
| WOODLANDS FOUNDATION INC | ||||||||
| 134 SHENOT ROAD | PITTSBURGH | PA | 15090 | NONE | PC | PROGRAM SUPPORT | $15,000 | |
| ALLIANCE DEFENSE FUND INC | ||||||||
| 15100 N 90 STREET | SCOTTSDALE | AZ | 85260 | NONE | PC | GENERAL SUPPORT | $1,699 | |
| AMERICAS FUTURE FOUNDATION | ||||||||
| 1513 16TH STREET NW | WASHINGTON | DC | 20036 | NONE | PC | GENERAL SUPPORT | $2,548 | |
| AMERICAN CENTER FOR LAW AND JUSTICE | ||||||||
| 1333 REGENT UNIVERSITY DR STE 101 | VIRGINIA BEACH | VA | 234645048 | NONE | PC | GENERAL SUPPORT | $5,096 | |
| AMERICAN CONGRESS FOR TRUTH | ||||||||
| 295 BENDIX RD STE 260 | VIRGINIA BEACH | VA | 234521294 | NONE | PC | GENERAL SUPPORT | $2,973 | |
| AVOCA MUSEUM AND HISTORICAL SOCIETY | ||||||||
| 1514 MAIN STREET | ALTAVISTA | VA | 24517 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| BILL OF RIGHTS INSTITUTE | ||||||||
| 200 NORTH GLEBE ROAD STE 200 | ARLINGTON | VA | 22203 | NONE | PC | GENERAL SUPPORT | $2,548 | |
| CATO INSTITUTE | ||||||||
| 1000 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20001 | NONE | PC | GENERAL SUPPORT | $5,096 | |
| CLARE BOOTH LUCE POLICY INSTITUTE | ||||||||
| 112 ELDEN STREET STE P | HERNDON | VA | 20170 | NONE | PC | TRG. CONSERV WOMEN | $5,096 | |
| CONCERNED WOMEN FOR AMERICA | ||||||||
| 1015 FIFTEENTH STREET | WASHINGTON | DC | 20005 | NONE | PC | WOMEN IN MILITARY ISSUES | $5,096 | |
| CORAL RIDGE MINISTRIES MEDIA | ||||||||
| 5555 N FEDERAL HWY | FT LAUDERDALE | FL | 33308 | NONE | PC | GENERAL SUPPORT | $2,973 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| 40 RECTOR ST FL 16 | NEW YORK | NY | 10006 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| EAGLE FORUM EDUCATION AND LEGAL DEF FND | ||||||||
| PO BOX 618 | ALTON | IL | 62002 | NONE | PC | GENERAL SUPPORT | $7,219 | |
| FOUNDATION FOR ECONOMIC EDUCATION | ||||||||
| 30 SOUTH BROADWAY | IRVINGTON | NY | 10533 | NONE | PC | GENERAL SUPPORT | $5,096 | |
| FREE CONGRESS RESEARCH AND EDUC FDN | ||||||||
| 901 N WASHINGTON ST STE 206 | ALEXANDRIA | VA | 22314 | NONE | PC | GENERAL SUPPORT | $5,096 | |
| THE MASSACHUSETTS EYE AND EAR | ||||||||
| 243 CHARLES STREET | BOSTON | MA | 02114 | NONE | PC | GENERAL SUPPORT | $15,000 | INFIRMARY INC |
| FREEDOM ALLIANCE | ||||||||
| 22570 MARKEY COURT | DULLES | VA | 20166 | NONE | PC | FIGHT BHO;FIGHT ICC | $4,246 | |
| DAVID HOROWITZ FREEDOM CENTER | ||||||||
| 14148 MAGNOLIA BLVD | SHERMAN OAKS | CA | 91423 | NONE | PC | GENERAL SUPPORT | $5,945 | |
| HERITAGE FOUNDATION | ||||||||
| 214 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 200024999 | NONE | PC | GENERAL SUPPORT | $2,973 | |
| HILLSDALE COLLEGE | ||||||||
| 33 EAST COLLEGE MOSS HALL | HILLSDALE | MO | 49242 | NONE | PC | GENERAL SUPPORT | $5,096 | |
| HISTORICAL SOCIETY OF WESTERN | ||||||||
| 1212 SMALLMAN STREET | PITTSBURGH | PA | 15222 | NONE | PC | GENERAL SUPPORT | $13,000 | PENNSYLVANIA |
| HOLLINS UNIVERSITY CORPORATION | ||||||||
| PO BOX 9625 | ROANOKE | VA | 240201625 | NONE | PC | SUPPORT COLLEGE OF SM | $10,000 | |
| JUDICIAL WATCH | ||||||||
| 425 3RD STREET SW STE 400 | WASHINGTON | DC | 20024 | NONE | PC | GENERAL SUPPORT | $5,096 | |
| LEADERSHIP INSTITUTE | ||||||||
| 1101 N HIGHLAND STREET | ARLINGTON | VA | 22201 | NONE | PC | GENERAL SUPPORT | $8,493 | |
| LUDWIG VON MISES INSTITUTE FOR AUSTRIAN | ||||||||
| 518 WEST MAGNOLIA | AUBURN | AL | 36832 | NONE | PC | GENERAL SUPPORT | $4,246 | ECONOMICS INC |
| MAINE HERITAGE POLICY CENTER | ||||||||
| PO BOX 7829 | PORTLAND | ME | 04112 | NONE | PC | CONSERVATIVE IMPACT IN | $14,288 | |
| MEDIA RESEARCH CENTER INC | ||||||||
| 325 SOUTH PATRICK STREET | ALEXANDRIA | VA | 223143580 | NONE | PC | GENERAL SUPPORT | $3,398 | |
| NATIONAL RIGHT TO WORK LEGAL DEF FDN | ||||||||
| 8001 BRADDOCK ROAD | SPRINGFIELD | VA | 22160 | NONE | PC | RIGHT TO WORK EDUCATION | $5,096 | |
| MERCATUS CENTER AT GEORGE MASON | ||||||||
| 3301 NORTH FAIRFAX DR | ARLINGTON | VA | 22201 | NONE | PC | STUDENT TRG AGNST KENSIAN | $6,370 | UNIVERSITY |
| NATIONAL INSTITUTE FOR LABOR RELATION | ||||||||
| 8001 BRADDOCK ROAD | SPRINGFIELD | VA | 22160 | NONE | PC | GENERAL SUPPORT | $6,370 | |
| PARENTS TELEVISION COUNCIL INC | ||||||||
| 707 WILSHIRE BLVD | LOS ANGELES | CA | 90017 | NONE | PC | GENERAL SUPPORT | $2,547 | |
| PIONEER INSTITUTE INC | ||||||||
| 85 DEVONSHIRE STREET | BOSTON | MA | 02109 | NONE | PC | GENERAL SUPPORT | $14,288 | |
| PRISON FELLOWSHIP MINISTRIES | ||||||||
| PO BOX 1550 | MERRIFIELD | VA | 221161550 | NONE | PC | GENERAL SUPPORT | $8,000 | |
| SOUTHEASTERN LEGAL FOUNDATION | ||||||||
| 6100 LAKE FORREST DR NW | ATLANTA | GA | 30328 | NONE | PC | GENERAL SUPPORT | $8,493 | |
| YOUNG AMERICA'S FOUNDATION | ||||||||
| 110 ELDEN STREET | HERNDON | VA | 20170 | NONE | PC | GENERAL SUPPORT | $6,370 | |
| INSTITUTE FOR FOREIGN POLICY | ||||||||
| 675 MASS AVE 10TH FLOOR | CAMBRIDGE | MA | 02139 | NONE | PC | MISSLE DEFENSE OF USA | $4,246 | |
| FORESIDE COMMUNITY CHURCH | ||||||||
| 340 FORESIDE RD | FALMOUTH | ME | 041051428 | NONE | PC | SUPPORT FOR ONGOING YOUTH | $5,000 | |
| CHRISTIAN EDUCATION LEAGUE | ||||||||
| 70 SEWALL ST | AUGUSTA | ME | 043306333 | NONE | PC | GENERAL SUPPORT | $5,096 | |
| TICKETS FOR KIDS FOUNDATION | ||||||||
| 139 FREEPORT ROAD | PITTSBURGH | PA | 152152943 | NONE | PC | TICKET DISTRIBUTION | $7,500 | |
| BOY SCOUTS OF AMERICA | ||||||||
| 125 AUBURN ST | PORTLAND | ME | 04103 | NONE | PC | GENERAL SUPPORT | $10,000 | PINE TREE COUNCIL |
| WAYNFLETE SCHOOL | ||||||||
| 360 SPRING ST | PORTLAND | ME | 041023643 | NONE | PC | NEED BASED SCHOLARSHIPS | $20,000 | |
| ZACHARY & ELIZABETH M FISHER CTR | ||||||||
| 110 E 42ND ST FL 16 | NEW YORK | NY | 100175651 | NONE | PC | GENERAL SUPPORT | $13,000 | FOR ALZHEIMERS RESEARCH FDN |
| THE FUND FOR AMERICAN STUDIES | ||||||||
| 1706 NEW HAMPSHIRE AVE NW | WASHINGTON | DC | 200092502 | NONE | PC | GENERAL SUPPORT | $4,246 | |
| GREATER PITTSBURGH COMMUNITY | ||||||||
| 1 N LINDEN ST | DUQUESNE | PA | 15110 | NONE | PC | GENERAL SUPPORT | $30,000 | FOOD BANK |
| VETERAN'S LEADERSHIP PROGRAM | ||||||||
| 2934 SMALLMAN ST | PITTSBURGH | PA | 15201 | NONE | PC | GENERAL SUPPORT | $10,000 | OF WESTERN PENNSYLVANIA |
| IOWA STATE UNIVERSITY FOUNDATION | ||||||||
| PO BOX 22 | AMES | ID | 50010 | NONE | PC | GENERAL SUPPORT | $20,000 | |
| MUSEUM OF FINE ARTS BOSTON | ||||||||
| 465 HUNTINGTON AVE | BOSTON | MA | 02115 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| HERITAGE VALLEY SEWICKLEY FOUNDATION | ||||||||
| 720 BLACKBURN RD | SEWICKLEY | PA | 15143 | NONE | PC | GENERAL SUPPORT | $16,800 | |
| MAINE MEDICAL CENTER | ||||||||
| 22 BRAMHALL STREET | PORTLAND | ME | 04102 | NONE | PC | GENERAL SUPPORT | $15,000 | |
| CARNEGIE LIBRARY OF PITTSBURGH | ||||||||
| 4400 FORBES AVE | PITTSBURGH | PA | 15213 | NONE | PC | GENERAL SUPPORT | $12,000 | |
| HERITAGE COMMUNITY INITATIVES | ||||||||
| 829 BRADDOCK AVENUE | BADDACK | PA | 15104 | NONE | PC | GENERAL SUPPORT | $14,950 | |
| PHILLIPS EXETER ACADEMY | ||||||||
| 20 MAIN ST | EXETER | NH | 038332438 | NONE | PC | NEED BASED SCHOLARSHIPS | $5,000 | |
| THE CHILDREN'S INSTITUTE OF PITTSBURGH | ||||||||
| 1405 SHADY AVENUE | PITTSBURGH | PA | 15217 | NONE | PC | GENERAL SUPPORT | $13,000 | |
| BOY SCOUTS OF AMERICA | ||||||||
| 1275 BEDFORD AVENUE | PITTSBURGH | PA | 15219 | NO | PC | GENERAL SUPPORT | $21,400 | LAUREL HIGHLANDS COUNCIL |
| THE CHILDRENS HOME OF PITTSBURGH | ||||||||
| 5324 PENN AVENUE | PITTSBURGH | PA | 15224 | NONE | PC | GENERAL SUPPORT | $11,000 | |
| PITTSBURGH THEOLOGICAL SEMINARY | ||||||||
| 616 N HIGHLAND AVE | PITTSBURGH | PA | 15206 | NONE | PC | CLIFF BARBOUR LIBRARY | $14,000 | |
| UNITED WAY OF SW PA | ||||||||
| 1250 PENN AVENUE | PITTSBURGH | PA | 15222 | NONE | PC | 211; CONNECTING PEOPLE IN | $30,000 | |
| GOODWILL OF SOUTHWESTERN PA | ||||||||
| 118 52ND ST | PITTSBURGH | PA | 152012593 | NONE | PC | CENTRAL ADMISSIONS INTAKE | $20,000 | |
| SAMARITAN COUNSELING CENTER OF WEST PA | ||||||||
| 414 GRANT ST | SEWICKLEY | PA | 151431231 | NONE | PC | SAMARITAN CONSELING CENTER | $16,800 | |
| BETHLEHEM HAVEN | ||||||||
| 905 WATSON ST | PITTSBURGH | PA | 15219 | NONE | PC | EMERGENCY SHELTER PROGRAM | $35,397 | |
| THE HOMEWOOD CEMETARY HISTORICAL FUND | ||||||||
| 1599 S DALLAS AVENUE | PITTSBURGH | PA | 15217 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| NEW CENTURY CAREERS | ||||||||
| 305 E CARSON ST | PITTSBURGH | PA | 152191202 | NONE | PC | MANUFACTURING TRAINING | $20,000 | |
| BIG BROTHERS BIG SISTERS | ||||||||
| 5989 CENTRE AVE - STE1 | PITTSBURGH | PA | 15206 | NONE | PC | MENTORING CHILDREN OF | $28,000 | |
| PARTNERS FOR WORLD HEALTH | ||||||||
| 40 WALCH DR | PORTLAND | ME | 44103 | NONE | PC | GENERAL SUPPORT | $5,693 | |
| THE TRUSTEES OF THE SMITH COLLEGE | ||||||||
| 10 ELM ST COLLEGE HALL RM 204 | NORTHHAMPTON | MA | 010630001 | NONE | PC | NEED BASED SCHOLARSHIPS | $10,000 | |
| TRUSTEES OF PHILLIPS ACADEMY | ||||||||
| 180 MAIN ST | ANDOVER | MA | 018104166 | NONE | PC | NEED BASED SCHOLARSHIPS | $5,000 | |
| BOY SCOUTS OF AMERICA | ||||||||
| 600 W CUMMINGS PARK STE 2750 | WOBURN | MA | 018016457 | NO | PC | GENERAL SUPPORT | $10,000 | SPIRIT OF ADVENTURE COUNCIL |
| FOUNDATION FOR GOVERNMENT ACCOUNTABILITY | ||||||||
| 15275 COLLIER BLVD STE 201 279 | NAPLES | FL | 341196750 | NONE | PC | GENERAL SUPPORT | $425 | |
| WASHINGTON LEGAL FOUNDATION | ||||||||
| 2009 MASSACHUSETTS AVE NW | WASHINGTON | DC | 200361011 | NONE | PC | GENERAL SUPPORT | $5,096 | |
| CITIZENS AGAINST GOVERNMENT WASTE FD | ||||||||
| 1100 CONNECTICUT AVE NW 650 | WASHTINGTON | DC | 20036 | NONE | PC | REDUCE GOVT SPENDING | $2,973 | |
| AMERICAN RED CROSS OF SWPA | ||||||||
| 2801 LIBERTY AVENUE | PITTSBURGH | PA | 15222 | NONE | PC | DISASTER CYCLE SERVICES | $30,000 | |
| THE AMERICAN UNITY LEGAL DEFENSE FUND | ||||||||
| 7250 BALDWIN RIDGE RD | WARRENTON | VA | 201874514 | NONE | PC | GENERAL SUPPORT | $2,548 | |
| STATE POLICY NETWORK | ||||||||
| 1655 FORT MYER DR STE 360 | ARLINGTON | VA | 222093108 | NONE | PC | GENERAL SUPPORT | $4,246 | |
| PACIFIC LEGAL FOUNDATION | ||||||||
| 930 G ST | SACRAMENTO | CA | 958141802 | NONE | PC | GENERAL SUPPORT | $2,123 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $739,390 | 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 | $227,567 | 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 | $861,263 | 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 | $1,088,830 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,088,830 | 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 | $2,279,338 |
| MUTUAL FUNDS - EQUITY | AT COST | $2,625,219 | $3,435,704 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER NON-ALLOCABLE EXPENSE - | $2,925 | $0 | $2,925 |
| OTHER NON-ALLOCABLE EXPENSE - | $14,850 | $0 | $14,850 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING ADJ FOR SALES AND TRANSACTIONS | Desc |
| Amt | $8 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $2,588 | $2,588 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $191 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $8,656 | $0 | $0 |