MENDEL E AND SYLVIA G SOLOMON CHARITABLE TRUST: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- MENDEL E AND SYLVIA G SOLOMON CHARITABLE TRUST (EIN 25-6271818)
- Tax period
- 2016-08-01 to 2017-07-31
- Filed
- 2018-06-07
- IRS object ID
- 201821589349100757
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Applied To Prior Year Election
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-06-07T11:29:28-05:00 | ReturnTs |
| Tax Period End | 2017-07-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 256271818 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOLOMON MENDEL & SYLVIA CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SOLO | BusinessNameControlTxt |
| Phone | 4127623792 | 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 | 4127623792 | PhoneNum |
| Signature | 2018-05-24 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | 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 | $5,275,773 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $101,735 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $101,735 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $224,443 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,142,204 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $224,443 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $189 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $326,367 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $326,178 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $65,427 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $52,341 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $13,086 | 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 | $3,575 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,172 | 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 | $69,002 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $53,513 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $13,086 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $260,821 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $260,821 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $329,823 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $53,513 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $273,907 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,456 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $272,665 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $37,811 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $67,654 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $67,655 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock EOY | $1,812,631 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,553,786 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $4,196,127 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,350,197 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,654,332 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,233,938 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,230,482 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,275,773 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $4,221,986 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,230,482 | CapitalStockEOYAmt |
| Retained Earning BOY | $11,952 | RetainedEarningBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,233,938 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,230,482 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,233,938 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,230,482 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,233,938 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,456 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,230,482 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,230,482 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (211 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 207. CIGNA CORP | 2014-07-16 | 2016-08-04 | $26,395 | $19,191 | $7,204 | $7,204 | |
| 288. GILEAD SCIENCES INC COM | 2015-09-15 | 2016-08-04 | $22,951 | $32,137 | -$9,186 | -$9,186 | |
| 2096. FORD MTR CO DEL COM PAR $0.01 | 2016-05-13 | 2016-08-12 | $25,749 | $28,317 | -$2,568 | -$2,568 | |
| 365. TRACTOR SUPPLY CO COM | 2015-04-27 | 2016-08-12 | $31,500 | $33,128 | -$1,628 | -$1,628 | |
| 370. CHECK POINT SOFTWARE COM | 2014-08-29 | 2016-08-23 | $27,968 | $26,205 | $1,763 | $1,763 | |
| 410. CELANESE CORP-SERIES A | 2015-07-15 | 2016-08-26 | $26,946 | $28,621 | -$1,675 | -$1,675 | |
| 3. CELANESE CORP-SERIES A | 2015-11-09 | 2016-08-26 | $197 | $212 | -$15 | -$15 | |
| 1837. XTRACKERS MSCI EUROPE HEDGED ETF | 2015-07-06 | 2016-08-26 | $46,989 | $49,011 | -$2,022 | -$2,022 | |
| 340. DOLLAR GENERAL CORP | 2016-07-06 | 2016-09-02 | $24,914 | $32,133 | -$7,219 | -$7,219 | |
| 188. CINTAS CORP | 2015-03-30 | 2016-09-12 | $21,471 | $15,905 | $5,566 | $5,566 | |
| 495. WELLS FARGO & CO NEW COM | 2011-03-28 | 2016-09-12 | $23,874 | $15,815 | $8,059 | $8,059 | |
| 697. KROGER CO | 2014-05-08 | 2016-09-14 | $21,550 | $16,225 | $5,325 | $5,325 | |
| 115. HONEYWELL INTL INC | 2015-05-29 | 2016-09-21 | $13,273 | $12,054 | $1,219 | $1,219 | |
| 118. EXXON MOBIL CORP | 2014-11-18 | 2016-09-22 | $9,861 | $11,227 | -$1,366 | -$1,366 | |
| 137. SCHLUMBERGER LTD COM | 2013-11-04 | 2016-09-22 | $10,571 | $13,199 | -$2,628 | -$2,628 | |
| 920. D R HORTON INC | 2015-10-20 | 2016-09-27 | $27,587 | $28,535 | -$948 | -$948 | |
| 203. ABBOTT LABORATORIES INC | 2016-06-29 | 2016-10-06 | $8,702 | $7,793 | $909 | $909 | |
| 49. AETNA INC NEW | 2013-05-31 | 2016-10-06 | $5,580 | $3,026 | $2,554 | $2,554 | |
| 24. ALPHABET INC/CA-CL A | 2015-11-09 | 2016-10-06 | $19,307 | $18,185 | $1,122 | $1,122 | |
| 202. ALTRIA GROUP INC | 2013-05-17 | 2016-10-06 | $12,459 | $7,533 | $4,926 | $4,926 | |
| 69. AMERICAN ELECTRIC POWER INC | 2015-10-20 | 2016-10-06 | $4,290 | $4,083 | $207 | $207 | |
| 72. AMERICAN WATER WORKS CO INC | 2016-02-18 | 2016-10-06 | $5,113 | $4,762 | $351 | $351 | |
| 76. AMGEN INC | 2014-08-15 | 2016-10-06 | $12,672 | $9,936 | $2,736 | $2,736 | |
| 132. APPLE INC | 2011-03-28 | 2016-10-06 | $15,057 | $6,664 | $8,393 | $8,393 | |
| 296. APPLIED MATERIALS INC | 2016-07-14 | 2016-10-06 | $8,829 | $7,772 | $1,057 | $1,057 | |
| 179. BANK NEW YORK MELLON CORP COM | 2016-05-05 | 2016-10-06 | $7,276 | $7,065 | $211 | $211 | |
| 13. BIOGEN INC | 2016-08-04 | 2016-10-06 | $3,968 | $4,121 | -$153 | -$153 | |
| 96. CBS CORP CLASS B WI | 2016-08-12 | 2016-10-06 | $5,418 | $5,022 | $396 | $396 | |
| 95. CVS CAREMARK CORP | 2013-02-22 | 2016-10-06 | $8,245 | $4,887 | $3,358 | $3,358 | |
| 164. CISCO SYS INC COM | 2011-11-15 | 2016-10-06 | $5,163 | $3,142 | $2,021 | $2,021 | |
| 65. CINTAS CORP | 2015-02-03 | 2016-10-06 | $7,264 | $5,272 | $1,992 | $1,992 | |
| 202. COMCAST CORPORATION CL A | 2011-10-19 | 2016-10-06 | $13,237 | $10,085 | $3,152 | $3,152 | |
| 70. CONSTELLATION BRANDS INC CL A | 2014-05-28 | 2016-10-06 | $11,913 | $5,806 | $6,107 | $6,107 | |
| 113. DEVON ENERGY CORP NEW | 2016-09-22 | 2016-10-06 | $4,919 | $4,760 | $159 | $159 | |
| 117. DISNEY WALT CO | 2014-03-17 | 2016-10-06 | $10,878 | $9,518 | $1,360 | $1,360 | |
| 99. DOW CHEMICAL CO | 2015-04-29 | 2016-10-06 | $5,282 | $5,135 | $147 | $147 | |
| 119. DR PEPPER SNAPPLE GROUP INC | 2014-10-16 | 2016-10-06 | $10,469 | $8,857 | $1,612 | $1,612 | |
| 40. EQUIFAX INC | 2016-06-22 | 2016-10-06 | $5,275 | $5,023 | $252 | $252 | |
| 82. EXXON MOBIL CORP | 2014-11-18 | 2016-10-06 | $7,143 | $7,802 | -$659 | -$659 | |
| 122. FACEBOOK INC | 2016-05-13 | 2016-10-06 | $15,701 | $14,659 | $1,042 | $1,042 | |
| 59. GENERAL DYNAMICS CORP | 2015-06-05 | 2016-10-06 | $9,079 | $8,227 | $852 | $852 | |
| 190. GENERAL ELEC CO COM | 1984-08-17 | 2016-10-06 | $5,556 | $456 | $5,100 | $5,100 | |
| 75. HOME DEPOT INC COM | 2015-11-16 | 2016-10-06 | $9,724 | $8,955 | $769 | $769 | |
| 14. HOME DEPOT INC COM | 2012-01-11 | 2016-10-06 | $1,815 | $608 | $1,207 | $1,207 | |
| 73. HONEYWELL INTL INC | 2015-05-29 | 2016-10-06 | $8,449 | $7,573 | $876 | $876 | |
| 69. ILLINOIS TOOL WORKS INC COM | 2016-02-18 | 2016-10-06 | $8,246 | $6,573 | $1,673 | $1,673 | |
| 118. INTEL CORP | 2016-08-23 | 2016-10-06 | $4,482 | $4,206 | $276 | $276 | |
| 256. J P MORGAN CHASE & CO COM | 2014-10-01 | 2016-10-06 | $17,333 | $16,706 | $627 | $627 | |
| 82. JOHNSON & JOHNSON COM | 2016-08-04 | 2016-10-06 | $9,712 | $10,159 | -$447 | -$447 | |
| 36. JOHNSON & JOHNSON COM | 2011-06-24 | 2016-10-06 | $4,264 | $2,347 | $1,917 | $1,917 | |
| 111. MICROSOFT CORP | 1999-05-26 | 2016-10-06 | $6,407 | $4,287 | $2,120 | $2,120 | |
| 23. MOHAWK INDS INC | 2016-08-12 | 2016-10-06 | $4,628 | $4,869 | -$241 | -$241 | |
| 184. NIKE INC CL B | 2015-08-12 | 2016-10-06 | $9,568 | $10,284 | -$716 | -$716 | |
| 118. NORTHERN TRUST CORP | 2016-05-20 | 2016-10-06 | $8,488 | $8,521 | -$33 | -$33 | |
| 39. NORTHROP GRUMMAN CORPORATION | 2015-02-24 | 2016-10-06 | $8,359 | $6,631 | $1,728 | $1,728 | |
| 41. O REILLY AUTOMOTIVE INC | 2015-12-22 | 2016-10-06 | $11,350 | $10,467 | $883 | $883 | |
| 46. PPG INDS INC COM | 2015-03-03 | 2016-10-06 | $4,699 | $5,399 | -$700 | -$700 | |
| 57. PEPSICO INC COM | 2016-06-03 | 2016-10-06 | $6,054 | $5,861 | $193 | $193 | |
| 406. PFIZER INC COM | 2015-11-09 | 2016-10-06 | $13,633 | $13,705 | -$72 | -$72 | |
| 16. RAYTHEON COMPANY | 2016-02-01 | 2016-10-06 | $2,208 | $2,005 | $203 | $203 | |
| 17. SIMON PROPERTY GROUP INC | 2016-03-18 | 2016-10-06 | $3,344 | $3,493 | -$149 | -$149 | |
| 115. STATE STR CORP COM | 2016-09-12 | 2016-10-06 | $8,311 | $8,091 | $220 | $220 | |
| 186. SUNTRUST BANKS INC COM | 2016-06-29 | 2016-10-06 | $8,519 | $7,383 | $1,136 | $1,136 | |
| 111. TEXAS INSTRS INC COM | 2015-11-16 | 2016-10-06 | $7,860 | $6,280 | $1,580 | $1,580 | |
| 40. THERMO ELECTRON CORP COM | 2015-08-21 | 2016-10-06 | $6,307 | $5,207 | $1,100 | $1,100 | |
| 60. TYSON FDS INC COM | 2016-03-14 | 2016-10-06 | $4,463 | $4,042 | $421 | $421 | |
| 31. UNIVERSAL HEALTH SERVICES INC CLASS B | 2015-08-27 | 2016-10-06 | $3,716 | $4,350 | -$634 | -$634 | |
| 207. VERIZON COMMUNICATIONS COM | 2013-05-17 | 2016-10-06 | $10,406 | $11,032 | -$626 | -$626 | |
| 83. VISA INC CLASS A SHARES | 2013-02-11 | 2016-10-06 | $6,920 | $3,263 | $3,657 | $3,657 | |
| 40. VULCAN MATERIALS CO | 2016-07-25 | 2016-10-06 | $4,441 | $5,018 | -$577 | -$577 | |
| 187. WEC ENERGY GROUP INC | 2010-10-08 | 2016-10-06 | $10,698 | $5,428 | $5,270 | $5,270 | |
| 116. WELLS FARGO & CO NEW COM | 2011-03-28 | 2016-10-06 | $5,254 | $3,706 | $1,548 | $1,548 | |
| 600. BERRY GLOBAL GROUP INC | 2016-08-26 | 2016-10-11 | $26,116 | $27,500 | -$1,384 | -$1,384 | |
| 350. BURLINGTON STORES INC | 2016-09-02 | 2016-10-11 | $27,410 | $29,640 | -$2,230 | -$2,230 | |
| 459. DICK'S SPORTING GOODS, INC. | 2016-09-27 | 2016-10-11 | $26,318 | $27,734 | -$1,416 | -$1,416 | |
| 383. EDWARDS LIFESCIENCES CORP | 2015-02-09 | 2016-10-11 | $46,010 | $24,542 | $21,468 | $21,468 | |
| 343. LAM RESEARCH CORP | 2015-06-05 | 2016-10-11 | $34,551 | $28,682 | $5,869 | $5,869 | |
| 131. LAM RESEARCH CORP | 2015-12-22 | 2016-10-11 | $13,196 | $10,343 | $2,853 | $2,853 | |
| 150. LOCKHEED MARTIN CORP | 2013-11-25 | 2016-10-11 | $34,892 | $21,197 | $13,695 | $13,695 | |
| 162. PUBLIC STORAGE INC | 2015-09-14 | 2016-10-11 | $34,103 | $32,665 | $1,438 | $1,438 | |
| 382. S&P GLOBAL INC | 2016-05-26 | 2016-10-11 | $47,228 | $42,236 | $4,992 | $4,992 | |
| 513. VANTIV INC CLASS A NAME CHG 01/16/18 | 2016-05-13 | 2016-10-11 | $28,815 | $28,628 | $187 | $187 | |
| 297. WYNDHAM WORLDWIDE CORP | 2013-03-25 | 2016-10-11 | $20,087 | $18,664 | $1,423 | $1,423 | |
| 155. WYNDHAM WORLDWIDE CORP | 2015-12-22 | 2016-10-11 | $10,483 | $11,055 | -$572 | -$572 | |
| 573. SCHLUMBERGER LTD COM | 2013-09-06 | 2016-10-13 | $46,478 | $51,247 | -$4,769 | -$4,769 | |
| 601. TOTAL FINA S A | 2015-08-14 | 2016-10-13 | $28,655 | $29,552 | -$897 | -$897 | |
| 577. TOTAL FINA S A | 2016-05-13 | 2016-10-13 | $27,511 | $27,992 | -$481 | -$481 | |
| 290. ACCENTURE PLC CLASS A SEDOL B4BNMY3 | 2015-07-15 | 2016-10-13 | $33,826 | $28,962 | $4,864 | $4,864 | |
| 425. INGERSOLL-RAND PLC SEDOL: B633030 | 2016-05-27 | 2016-10-13 | $27,637 | $28,237 | -$600 | -$600 | |
| 154. PPG INDS INC COM | 2015-03-03 | 2016-10-14 | $14,288 | $18,076 | -$3,788 | -$3,788 | |
| 28. PPG INDS INC COM | 2015-03-03 | 2016-10-14 | $2,601 | $3,287 | -$686 | -$686 | |
| .16 ADVANSIX INC - W/I | 2015-02-03 | 2016-10-17 | $3 | $2 | $1 | $1 | |
| 362. CVS CAREMARK CORP | 2013-02-22 | 2016-10-19 | $31,266 | $18,623 | $12,643 | $12,643 | |
| 20. CVS CAREMARK CORP | 2013-02-22 | 2016-10-19 | $1,725 | $1,029 | $696 | $696 | |
| 118. LOCKHEED MARTIN CORP | 2016-10-06 | 2016-10-21 | $27,216 | $27,790 | -$574 | -$574 | |
| 58. PUBLIC STORAGE INC | 2016-10-06 | 2016-10-21 | $12,266 | $12,231 | $35 | $35 | |
| 71. PUBLIC STORAGE INC | 2016-10-06 | 2016-10-24 | $15,000 | $14,973 | $27 | $27 | |
| 45. UNIVERSAL HEALTH SERVICES INC CLASS B | 2015-08-27 | 2016-10-27 | $5,561 | $6,315 | -$754 | -$754 | |
| 32. UNIVERSAL HEALTH SERVICES INC CLASS B | 2015-08-27 | 2016-10-27 | $3,902 | $4,491 | -$589 | -$589 | |
| 15. ADVANSIX INC - W/I | 2015-02-03 | 2016-10-28 | $236 | $211 | $25 | $25 | |
| 87. UNIVERSAL HEALTH SERVICES INC CLASS B | 2015-08-27 | 2016-10-28 | $10,544 | $12,209 | -$1,665 | -$1,665 | |
| 31. ALTRIA GROUP INC | 2013-05-17 | 2016-11-11 | $1,919 | $1,156 | $763 | $763 | |
| 137. AMERICAN ELECTRIC POWER INC | 2015-10-20 | 2016-11-11 | $8,259 | $8,107 | $152 | $152 | |
| 169. ALTRIA GROUP INC | 2013-05-17 | 2016-11-14 | $10,350 | $6,302 | $4,048 | $4,048 | |
| 235. AMERICAN ELECTRIC POWER INC | 2015-10-20 | 2016-11-14 | $13,768 | $13,906 | -$138 | -$138 | |
| 100. EXXON MOBIL CORP | 1990-07-09 | 2016-12-09 | $8,867 | $6,172 | $2,695 | $2,695 | |
| 80. JOHNSON & JOHNSON COM | 2011-06-24 | 2016-12-09 | $8,967 | $5,137 | $3,830 | $3,830 | |
| 130. TOTAL FINA S A | 2016-10-06 | 2016-12-09 | $6,371 | $6,284 | $87 | $87 | |
| 90. TOTAL FINA S A | 2016-10-06 | 2016-12-09 | $4,416 | $4,351 | $65 | $65 | |
| 50. GENERAL DYNAMICS CORP | 2015-05-29 | 2017-01-12 | $8,769 | $6,964 | $1,805 | $1,805 | |
| 90. HONEYWELL INTL INC | 2015-02-03 | 2017-01-12 | $10,553 | $9,119 | $1,434 | $1,434 | |
| 40. NORTHROP GRUMMAN CORPORATION | 2015-02-24 | 2017-01-12 | $9,165 | $6,798 | $2,367 | $2,367 | |
| 591. PFIZER INC COM | 2015-11-09 | 2017-01-27 | $18,566 | $19,950 | -$1,384 | -$1,384 | |
| 29. PFIZER INC COM | 2015-11-09 | 2017-01-27 | $911 | $972 | -$61 | -$61 | |
| 321. SCHLUMBERGER LTD COM | 2016-10-06 | 2017-01-27 | $27,125 | $26,166 | $959 | $959 | |
| 152. SCHLUMBERGER LTD COM | 2016-10-06 | 2017-01-30 | $12,688 | $12,390 | $298 | $298 | |
| 191. VULCAN MATERIALS CO | 2016-07-25 | 2017-02-10 | $23,521 | $23,960 | -$439 | -$439 | |
| 47. BIOVERATIV INC-W/I | 2016-08-04 | 2017-02-17 | $2,193 | $2,411 | -$218 | -$218 | |
| 20. BIOVERATIV INC-W/I | 2017-01-27 | 2017-02-17 | $933 | $899 | $34 | $34 | |
| 766. GENERAL ELEC CO COM | 1984-08-17 | 2017-02-17 | $23,185 | $1,837 | $21,348 | $21,348 | |
| 260. DICK'S SPORTING GOODS, INC. | 2016-10-06 | 2017-03-13 | $12,254 | $15,083 | -$2,829 | -$2,829 | |
| 112. DICK'S SPORTING GOODS, INC. | 2016-10-06 | 2017-03-13 | $5,265 | $6,497 | -$1,232 | -$1,232 | |
| 10. DICK'S SPORTING GOODS, INC. | 2016-10-06 | 2017-03-13 | $480 | $580 | -$100 | -$100 | |
| 786. PFIZER INC COM | 2015-11-23 | 2017-03-13 | $26,754 | $24,651 | $2,103 | $2,103 | |
| 30. ABBOTT LABORATORIES INC | 2016-06-29 | 2017-03-14 | $1,346 | $1,152 | $194 | $194 | |
| 10. AETNA INC NEW | 2013-05-31 | 2017-03-14 | $1,319 | $618 | $701 | $701 | |
| 10. ALTRIA GROUP INC | 2013-05-17 | 2017-03-14 | $752 | $373 | $379 | $379 | |
| 10. AMERICAN WATER WORKS CO INC | 2016-02-18 | 2017-03-14 | $761 | $661 | $100 | $100 | |
| 10. AMGEN INC | 2014-01-21 | 2017-03-14 | $1,804 | $1,238 | $566 | $566 | |
| 20. APPLE INC | 2017-03-13 | 2017-03-14 | $2,778 | $2,784 | -$6 | -$6 | |
| 30. APPLIED MATERIALS INC | 2016-07-14 | 2017-03-14 | $1,146 | $788 | $358 | $358 | |
| 10. BANK NEW YORK MELLON CORP COM | 2016-05-05 | 2017-03-14 | $482 | $395 | $87 | $87 | |
| 10. BERRY GLOBAL GROUP INC | 2016-10-17 | 2017-03-14 | $502 | $446 | $56 | $56 | |
| 10. BURLINGTON STORES INC | 2017-03-13 | 2017-03-14 | $945 | $940 | $5 | $5 | |
| 10. CBS CORP CLASS B WI | 2016-08-12 | 2017-03-14 | $681 | $523 | $158 | $158 | |
| 20. CISCO SYS INC COM | 2011-11-15 | 2017-03-14 | $681 | $383 | $298 | $298 | |
| 10. CINTAS CORP | 2015-02-03 | 2017-03-14 | $1,183 | $802 | $381 | $381 | |
| 30. CITIZENS FINANCIAL GROUP | 2016-11-14 | 2017-03-14 | $1,113 | $920 | $193 | $193 | |
| 50. COMCAST CORPORATION CL A | 2011-10-19 | 2017-03-14 | $1,869 | $588 | $1,281 | $1,281 | |
| 10. CONSTELLATION BRANDS INC CL A | 2014-05-28 | 2017-03-14 | $1,589 | $830 | $759 | $759 | |
| 20. DEVON ENERGY CORP NEW | 2016-09-22 | 2017-03-14 | $800 | $843 | -$43 | -$43 | |
| 10. DISNEY WALT CO | 2014-03-17 | 2017-03-14 | $1,125 | $814 | $311 | $311 | |
| 20. DOW CHEMICAL CO | 2016-10-14 | 2017-03-14 | $1,273 | $1,070 | $203 | $203 | |
| 10. DR PEPPER SNAPPLE GROUP INC | 2014-10-16 | 2017-03-14 | $946 | $618 | $328 | $328 | |
| 10. EDWARDS LIFESCIENCES CORP | 2016-10-06 | 2017-03-14 | $938 | $1,193 | -$255 | -$255 | |
| 10. EQUIFAX INC | 2016-06-22 | 2017-03-14 | $1,331 | $1,256 | $75 | $75 | |
| 10. EXXON MOBIL CORP | 1990-07-09 | 2017-03-14 | $809 | $116 | $693 | $693 | |
| 10. FACEBOOK INC | 2016-05-13 | 2017-03-14 | $1,391 | $1,202 | $189 | $189 | |
| 20. HD SUPPLY HOLDINGS INC | 2017-01-12 | 2017-03-14 | $826 | $851 | -$25 | -$25 | |
| 20. HALLIBURTON CO | 2017-01-27 | 2017-03-14 | $991 | $1,166 | -$175 | -$175 | |
| 10. HOME DEPOT INC COM | 2012-01-11 | 2017-03-14 | $1,473 | $435 | $1,038 | $1,038 | |
| 10. HONEYWELL INTL INC | 2015-02-03 | 2017-03-14 | $1,257 | $997 | $260 | $260 | |
| 10. ILLINOIS TOOL WORKS INC COM | 2016-02-18 | 2017-03-14 | $1,330 | $953 | $377 | $377 | |
| 20. INTEL CORP | 2016-08-23 | 2017-03-14 | $702 | $713 | -$11 | -$11 | |
| 40. J P MORGAN CHASE & CO COM | 2014-10-01 | 2017-03-14 | $3,656 | $2,405 | $1,251 | $1,251 | |
| 10. JOHNSON & JOHNSON COM | 2011-09-09 | 2017-03-14 | $1,272 | $635 | $637 | $637 | |
| 10. KRAFT HEINZ CO/THE | 2016-09-14 | 2017-03-14 | $907 | $881 | $26 | $26 | |
| 10. LAM RESEARCH CORP | 2016-10-06 | 2017-03-14 | $1,220 | $998 | $222 | $222 | |
| 10. MICROSOFT CORP | 1999-05-26 | 2017-03-14 | $644 | $386 | $258 | $258 | |
| 10. MORGAN STANLEY | 2016-10-21 | 2017-03-14 | $460 | $334 | $126 | $126 | |
| 20. NIKE INC CL B | 2015-08-12 | 2017-03-14 | $1,143 | $1,118 | $25 | $25 | |
| 10. NORTHERN TRUST CORP | 2016-05-20 | 2017-03-14 | $896 | $722 | $174 | $174 | |
| 10. NUCOR CORP | 2017-02-10 | 2017-03-14 | $605 | $612 | -$7 | -$7 | |
| 10. PEPSICO INC COM | 2016-10-19 | 2017-03-14 | $1,092 | $1,064 | $28 | $28 | |
| 10. PROLOGIS INC | 2016-10-24 | 2017-03-14 | $493 | $529 | -$36 | -$36 | |
| 10. S&P GLOBAL INC | 2016-10-06 | 2017-03-14 | $1,319 | $1,252 | $67 | $67 | |
| 10. STATE STR CORP COM | 2016-09-12 | 2017-03-14 | $790 | $704 | $86 | $86 | |
| 10. STRYKER CORP | 2017-03-13 | 2017-03-14 | $1,309 | $1,311 | -$2 | -$2 | |
| 10. SUNTRUST BANKS INC COM | 2016-06-29 | 2017-03-14 | $584 | $397 | $187 | $187 | |
| 20. TEXAS INSTRS INC COM | 2015-11-16 | 2017-03-14 | $1,621 | $1,132 | $489 | $489 | |
| 20. THERMO ELECTRON CORP COM | 2015-08-21 | 2017-03-14 | $3,163 | $2,604 | $559 | $559 | |
| 10. TOTAL FINA S A | 2016-10-06 | 2017-03-14 | $491 | $483 | $8 | $8 | |
| 10. TYSON FDS INC COM | 2016-03-14 | 2017-03-14 | $623 | $674 | -$51 | -$51 | |
| 10. UNITEDHEALTH GROUP INC COM | 2017-01-27 | 2017-03-14 | $1,691 | $1,630 | $61 | $61 | |
| 10. VALERO ENERGY CORP NEW COM | 2016-12-09 | 2017-03-14 | $673 | $678 | -$5 | -$5 | |
| 10. VANTIV INC CLASS A NAME CHG 01/16/18 | 2016-10-06 | 2017-03-14 | $637 | $570 | $67 | $67 | |
| 10. VERIZON COMMUNICATIONS COM | 2013-05-17 | 2017-03-14 | $493 | $533 | -$40 | -$40 | |
| 10. VISA INC CLASS A SHARES | 2013-02-11 | 2017-03-14 | $896 | $393 | $503 | $503 | |
| 10. WEC ENERGY GROUP INC | 2010-10-08 | 2017-03-14 | $591 | $290 | $301 | $301 | |
| 30. WELLS FARGO & CO NEW COM | 2011-03-28 | 2017-03-14 | $1,759 | $958 | $801 | $801 | |
| 10. WYNDHAM WORLDWIDE CORP | 2016-10-06 | 2017-03-14 | $825 | $671 | $154 | $154 | |
| 10. ACCENTURE PLC CLASS A SEDOL B4BNMY3 | 2016-10-06 | 2017-03-14 | $1,238 | $1,187 | $51 | $51 | |
| 10. INGERSOLL-RAND PLC SEDOL: B633030 | 2016-10-06 | 2017-03-14 | $788 | $687 | $101 | $101 | |
| 107. CINTAS CORP | 2015-02-03 | 2017-04-07 | $13,116 | $8,578 | $4,538 | $4,538 | |
| 134. O REILLY AUTOMOTIVE INC | 2015-07-28 | 2017-04-07 | $33,939 | $32,109 | $1,830 | $1,830 | |
| 104. CINTAS CORP | 2015-02-03 | 2017-04-10 | $12,758 | $8,338 | $4,420 | $4,420 | |
| 56. CINTAS CORP | 2015-02-03 | 2017-04-11 | $6,860 | $4,490 | $2,370 | $2,370 | |
| 210. JOHNSON & JOHNSON COM | 1993-01-28 | 2017-04-21 | $25,574 | $2,519 | $23,055 | $23,055 | |
| 96. VANTIV INC CLASS A NAME CHG 01/16/18 | 2016-10-06 | 2017-04-28 | $5,958 | $5,467 | $491 | $491 | |
| 640. VERIZON COMMUNICATIONS COM | 2013-05-17 | 2017-04-28 | $29,377 | $33,613 | -$4,236 | -$4,236 | |
| 9. VERIZON COMMUNICATIONS COM | 2015-05-05 | 2017-04-28 | $414 | $453 | -$39 | -$39 | |
| 305. VANTIV INC CLASS A NAME CHG 01/16/18 | 2016-10-06 | 2017-05-01 | $18,893 | $17,371 | $1,522 | $1,522 | |
| 174. VERIZON COMMUNICATIONS COM | 2015-05-05 | 2017-05-01 | $7,991 | $8,757 | -$766 | -$766 | |
| 245. HD SUPPLY HOLDINGS INC | 2017-01-12 | 2017-05-25 | $10,135 | $10,407 | -$272 | -$272 | |
| 8. HD SUPPLY HOLDINGS INC | 2017-01-13 | 2017-05-25 | $331 | $338 | -$7 | -$7 | |
| 170. LAM RESEARCH CORP | 2016-10-06 | 2017-05-25 | $26,109 | $16,968 | $9,141 | $9,141 | |
| 275. HD SUPPLY HOLDINGS INC | 2017-01-13 | 2017-05-26 | $11,338 | $11,616 | -$278 | -$278 | |
| 12. HD SUPPLY HOLDINGS INC | 2017-01-13 | 2017-05-26 | $494 | $507 | -$13 | -$13 | |
| 422. DEVON ENERGY CORP NEW | 2016-09-22 | 2017-06-02 | $13,978 | $17,777 | -$3,799 | -$3,799 | |
| 110. SIMON PROPERTY GROUP INC | 2016-03-18 | 2017-06-02 | $16,934 | $22,599 | -$5,665 | -$5,665 | |
| 125. DEVON ENERGY CORP NEW | 2016-09-22 | 2017-06-05 | $4,137 | $5,266 | -$1,129 | -$1,129 | |
| 224. ACCENTURE PLC CLASS A SEDOL B4BNMY3 | 2016-10-06 | 2017-06-14 | $28,549 | $26,584 | $1,965 | $1,965 | |
| 535. APPLIED MATERIALS INC | 2016-07-14 | 2017-06-19 | $23,579 | $14,048 | $9,531 | $9,531 | |
| 55. APPLIED MATERIALS INC | 2016-07-14 | 2017-06-19 | $2,419 | $1,444 | $975 | $975 | |
| 109. EQUIFAX INC | 2016-06-22 | 2017-06-19 | $15,515 | $13,688 | $1,827 | $1,827 | |
| 60. LAM RESEARCH CORP | 2016-10-06 | 2017-06-19 | $9,037 | $5,989 | $3,048 | $3,048 | |
| 106. NIKE INC CL B | 2015-08-12 | 2017-06-19 | $5,500 | $5,924 | -$424 | -$424 | |
| 436. NIKE INC CL B | 2015-08-12 | 2017-06-19 | $22,647 | $24,368 | -$1,721 | -$1,721 | |
| 380. NUCOR CORP | 2017-02-10 | 2017-06-19 | $21,189 | $23,240 | -$2,051 | -$2,051 | |
| 64. EQUIFAX INC | 2016-06-22 | 2017-06-20 | $8,933 | $8,037 | $896 | $896 | |
| CAPITAL GAIN DIVIDENDS | $7,026 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $224,443 | CapitalGainNetIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qlfy Und Sect4940e Reduced Tax | QlfyUndSect4940eReducedTaxGrp |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,453 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,453 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,453 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,148 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $2,319 | AppliedToEsTaxAmt |
| Total Payments And Credits | $5,467 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $14 | OverpaymentAmt |
| Applied To ES Tax | $14 | 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 | 4127623792 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 116 ALLEGHENY CENTER MALL P8-YB35- | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152129938 | 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PNC BANK NA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 116 Allegheny Center Mall | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152129938 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 13 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $65,427 | 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 |
| 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 | $5,043,044 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,043,044 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,043,044 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $75,646 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,967,398 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $248,370 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $248,370 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,453 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,453 | TotalTaxAmt |
| Distributable Before Adj | $242,917 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $242,917 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $242,917 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $273,907 | 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 | $273,907 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $273,907 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $242,917 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $240,738 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Total For Prior Years | $5,083 | 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 | $273,907 | QualifyingDistributionsAmt |
| Applied To Year1 | $240,738 | AppliedToYear1Amt |
| Applied To Prior Years | $5,083 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $28,086 | 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 | $214,831 | 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 GRANT REVIEW C | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | The Towers at PNC Plaza 300 Fifth A | 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 website: www.pnc.com/en/about-pnc/corporate-responsibility/phi- -lanthropy/charitable-trusts.htm | SubmissionDeadlinesTxt |
| Restrictions On Awards | See website: www.pnc.com/en/about-pnc/corporate-responsibility/phi- -lanthropy/charitable-trusts.html for specific information | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 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 |
|---|---|---|---|---|---|---|---|---|
| Tri-City Life Center dba TryLife Center | ||||||||
| 1155 WILDLIFE LODGE ROAD | LOWER BURRELL | PA | 150683502 | NONE | PC | MOTHERS EARN WHILE THEY | $12,500 | |
| UPMC | ||||||||
| 600 GRANT ST FL 56 | PITTSBURGH | PA | 15219 | NONE | PC | VETERAN'S 2-1-1 | $15,000 | |
| Carnegie Institute | ||||||||
| 4400 FORBES AVE | PITTSBURGH | PA | 152134080 | NONE | P.C. | ROBOWORLD - SPARK! | $17,500 | |
| Bridging the Gaps-Pittsburgh | ||||||||
| 4132 PARRAN HALL | Pittsburgh | PA | 15261 | NONE | PC | BTG PITTSBURGH INTERNSHIP | $11,300 | University of Pittsburgh |
| The Westmoreland Museum of American Art | ||||||||
| 221 N MAIN STREET | Greensburg | PA | 15601 | NONE | PC | EDUCATIONAL PROGRAMMING | $12,500 | |
| United Way of Southwestern Pennsylvania | ||||||||
| 1250 PENN AVENUE | Pittsburgh | PA | 15222 | NONE | PC | VETERAN'S 2-1-1 | $75,000 | |
| Westmoreland County Community College Ed | ||||||||
| 145 PAVILION LN | YOUNGWOOD | PA | 156971814 | NONE | PC | EDUCATIONAL PROGRAMMING | $17,500 | |
| Pittsburgh Partnership for Neighborhood | ||||||||
| 225 ROSS STREET SUITE 202 | Pittsburgh | PA | 15219 | NONE | PC | MOBILE RESOURCE TRAILER | $17,500 | |
| Arc Human Services Inc | ||||||||
| 470 JOHNSON RD SUITE 200 | Washington | PA | 15301 | NONE | PC | GROUP HOME RENOVATIONS | $15,000 | |
| PROVIDENCE CONNECTIONS INC | ||||||||
| 3113 BRIGHTON ROAD | Pittsburgh | PA | 15212 | NONE | PC | EXPANSION CLASSROOM | $15,000 | |
| Parkinson Foundation Western Pennsylvani | ||||||||
| 575 LINCOLN AVENUE 101 | Pittsburgh | PA | 15202 | NONE | PC | PARKINSON'S EXERC & ACTIV | $12,500 | |
| Chuck Cooper Foundation | ||||||||
| 49 THORNCREST DRIVE | Pittsburgh | PA | 152355215 | NONE | PC | COOPER LEADERSHIP PROGRAM | $14,521 | |
| SCORE FOUNDATION | ||||||||
| 411 7TH AVENUE | Pittsburgh | PA | 15219 | NONE | PC | ENTREPRENEURSHIP | $12,500 | |
| Operation Troop Appreciation | ||||||||
| 1200 LEBANON RD 510 | West Mifflin | PA | 15122 | NONE | PC | WELCOME HOME PROGRAM | $12,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $260,821 | 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 | $101,735 | 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 | $224,443 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EATON VANCE GLOBAL | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $189 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $326,367 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $326,367 | 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 |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | PNC Bank, Foundation Managers as described in IRC Section 4946(b)(1), wishes to make an election under Regulation 53.4942(a)-3(d)(2) to apply $5,083 of qualifying distribution for 2016 to years prior to 2015. | ElectionDesc |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITY - STOCKS | StockNm |
| EOY Book Value | $1,812,631 | EOYBookValueAmt |
| EOYFMV | $2,553,786 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS - FIXED INCOME | AT COST | $649,284 | $656,937 |
| MUTUAL FUNDS - EQUITY | AT COST | $964,869 | $1,129,380 |
| ALTERNATIVE INVESTMENTS | AT COST | $150,298 | $148,945 |
| ETF - FIXED INCOME | AT COST | $25,490 | $25,374 |
| ETF - EQUITY | AT COST | $560,256 | $693,696 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EATON VANCE GLOBAL MACRO ABSOLUTE RETURN | Desc |
| Revenue And Expenses Per Books | $189 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $771 | $771 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $2,403 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $401 | $401 | $0 |