JOHN E & SUE M JACKSON CHARITABLE TRUST: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- JOHN E & SUE M JACKSON CHARITABLE TRUST (EIN 25-6019484)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-04-26
- IRS object ID
- 201741169349100404
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-04-26T09:00:19-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | 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 | 2017-04-25 | SignatureDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 161.150.176.3 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B62B456F261951C798FA00B8391BA4DFFBFA8205 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B62B456F261951C798FA00B8391BA4DFFBFA8205 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,375,178 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $246,455 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $246,455 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $208,658 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,976,948 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $208,658 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $1,885 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $456,998 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $455,113 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $40,541 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $20,270 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $20,270 | 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 | $6,338 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,106 | 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 Rev And Expnss | $3,552 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,552 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $50,431 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $22,376 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $23,822 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $475,850 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $475,850 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $526,281 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $22,376 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $499,672 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$69,283 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $432,737 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $176,961 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $158,494 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $158,494 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $4,960,351 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,939,707 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,294,708 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $4,582,686 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,556,516 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,921,976 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $9,719,998 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,654,717 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,375,178 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $9,681,430 | CapitalStockBOYAmt |
| Capital Stock EOY | $9,654,717 | CapitalStockEOYAmt |
| Retained Earning BOY | $38,568 | RetainedEarningBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,719,998 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,654,717 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,719,998 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,654,717 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,719,998 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$69,283 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,002 | OtherIncreasesAmt |
| Subtotal | $9,654,717 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,654,717 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (87 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 1. SCHERING-PLOUGH CORP | 2001-01-01 | 2016-01-20 | $89 | $89 | $89 | ||
| 1. TYCO INTL LTD NEW COM | 2001-01-01 | 2016-02-25 | $11 | $11 | $11 | ||
| 410. AETNA INC NEW | 2013-05-31 | 2016-03-09 | $44,683 | $19,364 | $19,364 | $25,319 | |
| 440. BOEING CO | 2012-09-26 | 2016-03-09 | $54,064 | $23,255 | $23,255 | $30,809 | |
| 150. CIGNA CORP | 2014-07-16 | 2016-03-09 | $20,985 | $6,872 | $6,872 | $14,113 | |
| 420. GOLDMAN SACHS GROUP INC COM | 2015-07-20 | 2016-03-09 | $62,869 | -$26,799 | -$26,799 | $89,668 | |
| 1400. HCA HOLDINGS INC | 2014-08-06 | 2016-03-09 | $100,786 | $5,918 | $5,918 | $94,868 | |
| 1820. MAGNA INTERNATIONAL ISIN CA5592224011 | 2014-01-09 | 2016-03-09 | $73,676 | -$551 | -$551 | $74,227 | |
| 1420. MONDELEZ INTERNATIONAL | 2015-11-04 | 2016-03-09 | $59,173 | -$6,118 | -$6,118 | $65,291 | |
| 910. ST JUDE MEDICAL INC | 2014-03-10 | 2016-03-09 | $49,588 | -$10,909 | -$10,909 | $60,497 | |
| 100. SNAP-ON INC COM | 2015-07-20 | 2016-03-09 | $15,077 | -$1,332 | -$1,332 | $16,409 | |
| 270. SNAP-ON INC COM | 2014-09-12 | 2016-03-09 | $40,707 | $2,342 | $2,342 | $38,365 | |
| 590. STANLEY BLACK & DECKER INC | 2015-07-20 | 2016-03-09 | $58,320 | -$5,435 | -$5,435 | $63,755 | |
| 160. STANLEY BLACK & DECKER INC | 2015-11-04 | 2016-03-09 | $15,816 | -$1,422 | -$1,422 | $17,238 | |
| 6801.802 VANGUARD GNMA FUND ADMIRAL SHARES | 2012-09-26 | 2016-03-09 | $73,119 | -$2,636 | -$2,636 | $75,755 | |
| 2380. INVESCO LTD ISIN BMG491BT1088 SEDOL B28XP76 | 2013-05-09 | 2016-03-09 | $66,846 | -$17,557 | -$17,557 | $84,403 | |
| 690. NXP SEMICONDUCTORS ISIN NL0009538784 SEDOL B505PN7 | 2013-11-27 | 2016-03-09 | $52,957 | $23,788 | $23,788 | $29,169 | |
| 1. PFIZER INC XXX-XX-XXXX | 2001-01-01 | 2016-07-19 | $500 | $475 | $475 | $25 | |
| 13. AETNA INC NEW | 2013-05-31 | 2016-08-24 | $1,559 | $756 | $756 | $803 | |
| 810. ALASKA AIR GROUP INC | 2016-03-09 | 2016-08-24 | $54,929 | -$7,788 | -$7,788 | $62,717 | |
| 12. ALPHABET INC/CA-CL A | 2015-11-04 | 2016-08-24 | $9,528 | $496 | $496 | $9,032 | |
| 114. ALTRIA GROUP INC | 2013-05-17 | 2016-08-24 | $7,519 | $3,268 | $3,268 | $4,251 | |
| 25. AMERICAN ELECTRIC POWER INC | 2015-11-04 | 2016-08-24 | $1,649 | $225 | $225 | $1,424 | |
| 29. AMERICAN WATER WORKS CO INC | 2016-03-09 | 2016-08-24 | $2,194 | $212 | $212 | $1,982 | |
| 460. AMERIPRISE FINANCIAL INC | 2015-02-25 | 2016-08-24 | $45,010 | -$17,253 | -$17,253 | $62,263 | |
| 37. AMGEN INC | 2014-08-15 | 2016-08-24 | $6,441 | $1,590 | $1,590 | $4,851 | |
| 1224. APPLE INC | 2009-09-16 | 2016-08-24 | $132,392 | $44,411 | $44,411 | $87,981 | |
| 470. CIGNA CORP | 2014-07-16 | 2016-08-24 | $62,491 | $18,751 | $18,751 | $43,740 | |
| 197. CVS CAREMARK CORP | 2013-02-22 | 2016-08-24 | $19,223 | $9,088 | $9,088 | $10,135 | |
| 308. CELANESE CORP-SERIES A | 2015-07-20 | 2016-08-24 | $20,365 | -$60 | -$60 | $20,425 | |
| 3663. CISCO SYS INC COM | 2006-02-24 | 2016-08-24 | $113,532 | $22,545 | $22,545 | $90,987 | |
| 42. CINTAS CORP | 2015-07-20 | 2016-08-24 | $4,784 | $1,151 | $1,151 | $3,633 | |
| 83. COMCAST CORPORATION CL A | 2014-08-06 | 2016-08-24 | $5,454 | $1,028 | $1,028 | $4,426 | |
| 22. CONSTELLATION BRANDS INC CL A | 2014-05-28 | 2016-08-24 | $3,662 | $1,832 | $1,832 | $1,830 | |
| 62. D R HORTON INC | 2015-11-04 | 2016-08-24 | $2,021 | $159 | $159 | $1,862 | |
| 33. DISNEY WALT CO | 2014-03-10 | 2016-08-24 | $3,159 | $455 | $455 | $2,704 | |
| 435. DOW CHEMICAL CO | 2015-07-20 | 2016-08-24 | $23,341 | $1,285 | $1,285 | $22,056 | |
| 50. DR PEPPER SNAPPLE GROUP INC | 2015-07-20 | 2016-08-24 | $4,685 | $725 | $725 | $3,960 | |
| 665. EDWARDS LIFESCIENCES CORP | 2015-02-25 | 2016-08-24 | $77,589 | $30,321 | $30,321 | $47,268 | |
| 70. EXXON MOBIL CORP | 2014-11-18 | 2016-08-24 | $6,129 | -$531 | -$531 | $6,660 | |
| 15396.695 FIDELITY ADVISOR FLOATING HIGH INCOME FUND I | 2012-03-21 | 2016-08-24 | $146,115 | -$5,793 | -$5,793 | $151,908 | |
| 1280. FOOT LOCKER INC | 2014-04-11 | 2016-08-24 | $87,774 | $31,438 | $31,438 | $56,336 | |
| 20. GENERAL DYNAMICS CORP | 2015-07-20 | 2016-08-24 | $3,045 | $64 | $64 | $2,981 | |
| 521. GENERAL ELEC CO COM | 2012-07-02 | 2016-08-24 | $16,289 | $5,508 | $5,508 | $10,781 | |
| 650. GILEAD SCIENCES INC COM | 2015-11-04 | 2016-08-24 | $53,077 | -$17,656 | -$17,656 | $70,733 | |
| 28. HOME DEPOT INC COM | 2016-03-09 | 2016-08-24 | $3,791 | $276 | $276 | $3,515 | |
| 35. HONEYWELL INTL INC | 2015-07-20 | 2016-08-24 | $4,088 | $377 | $377 | $3,711 | |
| 1490. HORMEL FOODS CORP | 2016-03-09 | 2016-08-24 | $57,542 | -$7,908 | -$7,908 | $65,450 | |
| 1000. ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND | 2012-09-26 | 2016-08-24 | $123,939 | $2,874 | $2,874 | $121,065 | |
| 89. J P MORGAN CHASE & CO COM | 2015-11-04 | 2016-08-24 | $5,872 | $5,872 | |||
| 1497. KROGER CO | 2014-05-08 | 2016-08-24 | $49,210 | $14,361 | $14,361 | $34,849 | |
| 840. L BRANDS INC | 2014-09-26 | 2016-08-24 | $65,309 | $7,914 | $7,914 | $57,395 | |
| 37. LAM RESEARCH CORP | 2015-07-20 | 2016-08-24 | $3,459 | $594 | $594 | $2,865 | |
| 1820. LINCOLN NATIONAL CORP | 2013-11-13 | 2016-08-24 | $84,071 | -$9,685 | -$9,685 | $93,756 | |
| 12. LOCKHEED MARTIN CORP | 2013-11-25 | 2016-08-24 | $2,976 | $1,280 | $1,280 | $1,696 | |
| 560. MICROSOFT CORP | 2016-03-09 | 2016-08-24 | $32,366 | $2,933 | $2,933 | $29,433 | |
| 91. MICROSOFT CORP | 2006-12-20 | 2016-08-24 | $5,260 | $2,518 | $2,518 | $2,742 | |
| 63. NIKE INC CL B | 2015-11-04 | 2016-08-24 | $3,789 | -$321 | -$321 | $4,110 | |
| 130. NORTHROP GRUMMAN CORPORATION | 2015-11-04 | 2016-08-24 | $27,709 | $3,407 | $3,407 | $24,302 | |
| 123. NORTHROP GRUMMAN CORPORATION | 2015-04-20 | 2016-08-24 | $26,217 | $6,221 | $6,221 | $19,996 | |
| 9. O REILLY AUTOMOTIVE INC | 2015-11-04 | 2016-08-24 | $2,567 | $144 | $144 | $2,423 | |
| 267. PPG INDS INC COM | 2015-03-16 | 2016-08-24 | $28,534 | -$2,076 | -$2,076 | $30,610 | |
| 131. PFIZER INC COM | 2016-03-09 | 2016-08-24 | $4,602 | $710 | $710 | $3,892 | |
| 1760. PRINCIPAL FINANCIAL GROUP COM | 2014-08-06 | 2016-08-24 | $84,325 | -$4,445 | -$4,445 | $88,770 | |
| 450. PRINCIPAL FINANCIAL GROUP COM | 2015-11-04 | 2016-08-24 | $21,560 | -$1,478 | -$1,478 | $23,038 | |
| 12. PUBLIC STORAGE INC | 2015-11-04 | 2016-08-24 | $2,677 | -$129 | -$129 | $2,806 | |
| 18. RAYTHEON COMPANY | 2016-03-09 | 2016-08-24 | $2,532 | $310 | $310 | $2,222 | |
| 58. SCHLUMBERGER LTD COM | 2014-04-11 | 2016-08-24 | $4,721 | -$909 | -$909 | $5,630 | |
| 650. SKYWORKS SOLUTIONS INC COM | 2014-03-28 | 2016-08-24 | $48,035 | $23,966 | $23,966 | $24,069 | |
| 390. SNAP-ON INC COM | 2014-09-12 | 2016-08-24 | $60,337 | $11,444 | $11,444 | $48,893 | |
| 15365.286 TEMPLETON GLOBAL BOND FUND AD FUND | 2012-03-21 | 2016-08-24 | $171,323 | -$31,119 | -$31,119 | $202,442 | |
| 53. TEXAS INSTRS INC COM | 2016-03-09 | 2016-08-24 | $3,709 | $807 | $807 | $2,902 | |
| 23. THERMO ELECTRON CORP COM | 2015-11-04 | 2016-08-24 | $3,511 | $430 | $430 | $3,081 | |
| 850. TRACTOR SUPPLY CO COM | 2015-07-20 | 2016-08-24 | $71,893 | -$7,213 | -$7,213 | $79,106 | |
| 240. THE TRAVELERS COS INC | 2015-11-04 | 2016-08-24 | $27,976 | $678 | $678 | $27,298 | |
| 810. THE TRAVELERS COS INC | 2014-05-02 | 2016-08-24 | $94,418 | $20,569 | $20,569 | $73,849 | |
| 17. UNIVERSAL HEALTH SERVICES INC CLASS B | 2015-11-04 | 2016-08-24 | $2,065 | -$48 | -$48 | $2,113 | |
| 70. VERIZON COMMUNICATIONS COM | 2013-05-17 | 2016-08-24 | $3,651 | -$80 | -$80 | $3,731 | |
| 76. VISA INC CLASS A SHARES | 2013-02-11 | 2016-08-24 | $6,125 | $3,137 | $3,137 | $2,988 | |
| 117. WEC ENERGY GROUP INC | 2010-09-27 | 2016-08-24 | $7,095 | $3,700 | $3,700 | $3,395 | |
| 154. WELLS FARGO & CO NEW COM | 2009-09-16 | 2016-08-24 | $7,459 | $3,031 | $3,031 | $4,428 | |
| 26. WYNDHAM WORLDWIDE CORP | 2016-03-09 | 2016-08-24 | $1,850 | -$77 | -$77 | $1,927 | |
| 18. ACCENTURE PLC CLASS A SEDOL B4BNMY3 | 2015-07-20 | 2016-08-24 | $2,067 | $253 | $253 | $1,814 | |
| 1470. TE CONNECTIVITY LTD SEDOL B62B7C3 ISIN CH0102993182 | 2014-01-31 | 2016-08-24 | $92,709 | $6,875 | $6,875 | $85,834 | |
| 37. CHECK POINT SOFTWARE COM | 2014-08-29 | 2016-08-24 | $2,807 | $187 | $187 | $2,620 | |
| .8 ADVANSIX INC - W/I | 2015-02-25 | 2016-10-17 | $13 | $1 | $1 | $12 | |
| CAPITAL GAIN DIVIDENDS | $19,567 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $208,658 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $621,990 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $11,745,606 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052955 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $517,299 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $11,439,932 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.045219 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $451,844 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $10,411,314 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.043399 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $454,485 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,656,202 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047067 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $370,346 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $9,317,800 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.039746 | DistributionYr5Rt |
| Total Distribution | 0.228386 | TotalDistributionRt |
| Average Distribution | 0.045677 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $11,171,362 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $510,274 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,327 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $514,601 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $499,672 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,655 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,655 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,655 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,464 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $0 | AppliedToEsTaxAmt |
| Total Payments And Credits | $8,464 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $191 | 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 |
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 | $40,541 |
| 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 | $11,341,484 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,341,484 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,341,484 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $170,122 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,171,362 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $558,568 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $558,568 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,655 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,655 | TotalTaxAmt |
| Distributable Before Adj | $549,913 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $4,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $553,913 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $553,913 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $499,672 | 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 | $499,672 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $499,672 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $553,913 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $475,838 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| 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 | $499,672 | QualifyingDistributionsAmt |
| Applied To Year1 | $475,838 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $23,834 | 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 | $530,079 | 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 | PNC BANK 249 FIFTH AVENUE20TH FLO | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4127688248 | RecipientPhoneNum |
| Form And Info And Materials | Please reference the name of the trust in all communications See footnote | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | See website: www.pncsites.com/pncfoundation/charitable_trusts.html for specific information | SubmissionDeadlinesTxt |
| Restrictions On Awards | See website: www.pncsites.com/pncfoundation/charitable_trusts.html for specific information | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (49 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 |
|---|---|---|---|---|---|---|---|---|
| NORTH HILLS COMMUNITY OUTREACH | ||||||||
| 1975 FERGUSON RD | ALLISON PARK | PA | 15101 | NONE | PC | EMERGENCY ASSISTANCE | $5,000 | |
| BETHLEHEM HAVEN | ||||||||
| 905 WATSON ST | PITTSBURGH | PA | 15219 | NONE | PC | STEP UP PROGRAM | $65,000 | |
| BIG BROTHERS BIG SISTERS | ||||||||
| 5989 CENTRE AVE - STE1 | PITTSBURGH | PA | 15206 | NONE | PC | CULTURING COMPETENCY FOR | $25,000 | |
| CHILDREN'S MUSEUM OF PITTSBURGH | ||||||||
| 10 CHILDRENS WAY | PITTSBURGH | PA | 15212 | NONE | PC | YOUTH ENRICHMENT PROGRAMS | $5,000 | |
| COMMUNITIES IN SCHOOLS | ||||||||
| 6435 FRANKSTOWN AVENUE | PITTSBURGH | PA | 15206 | NONE | PC | SITE COORDINATOR - ARSENAL | $3,000 | PITTSBURGH ALLEGHENY COUNTY |
| ANGEL'S PLACE | ||||||||
| 2615 NORWOOD AVE | PITTSBURGH | PA | 15214 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| BEST OF THE BATCH | ||||||||
| 2000 WEST ST | HOMESTEAD | PA | 15120 | NONE | PC | GENERAL SUPPORT | $6,000 | |
| SPECIAL OLYMPICS PENNSYLVANIA INC | ||||||||
| 2570 BOULEVARD OF THE GENERALS | NORRISTOWN | PA | 19403 | NONE | PC | 2016 WINTER GAMES | $3,000 | |
| THE NEIGHBORHOOD ACADEMY | ||||||||
| 709 N AIKEN AVENUE | PITTSBURGH | PA | 15206 | NONE | PC | AFTER-SCHOOL PROGRAM | $8,000 | |
| WOODLANDS FOUNDATION INC | ||||||||
| 134 SHENOT ROAD | PITTSBURGH | PA | 15090 | NONE | PC | PROGRAM SUPPORT | $6,000 | |
| THE HOMEWOOD CEMETARY HISTORICAL FUND | ||||||||
| 1634 DALLAS AVE | PITTSBURGH | PA | 15217 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| AVOCA MUSEUM AND HISTORICAL SOCIETY | ||||||||
| 1514 MAIN STREET | ALTAVISTA | VA | 24517 | NONE | PC | UPGRADE SMJ CENTER; CHALL | $8,000 | |
| BOY SCOUTS OF AMERICA | ||||||||
| 131 JOHNSON ROAD | PORTLAND | ME | 04102 | NONE | PC | GENERAL SUPPORT | $10,000 | PINE TREE COUNCIL |
| BOY SCOUTS OF AMERICA | ||||||||
| 36 AMESBURY ROAD | HAVERHILL | MA | 018302802 | NONE | PC | GENERAL SUPPORT | $10,000 | YANKEE CLIPPER COUNCIL |
| DOCTORS WITHOUT BORDERS | ||||||||
| 333 SEVENTH AVENUE | NEW YORK | NY | 100015004 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| THE MASSACHUSETTS EYE AND EAR | ||||||||
| 243 CHARLES STREET | BOSTON | MA | 02114 | NONE | PC | GENERAL SUPPORT | $10,000 | INFIRMARY INC |
| ACHIEVA | ||||||||
| 711 BINGHAM ST | PITTSBURGH | PA | 152031007 | NONE | PC | GENERAL SUPPORT | $8,000 | |
| HISTORICAL SOCIETY OF WESTERN | ||||||||
| 1212 SMALLMAN STREET | PITTSBURGH | PA | 15222 | NONE | PC | GENERAL SUPPORT | $10,000 | PENNSYLVANIA |
| HOLLINS UNIVERSITY CORPORATION | ||||||||
| PO BOX 9625 | ROANOKE | VA | 240201625 | NONE | PC | SUPPORT COLLEGE OF SM | $10,000 | |
| PRISON FELLOWSHIP MINISTRIES | ||||||||
| PO BOX 1550 | MERRIFIELD | VA | 221161550 | NONE | PC | GENERAL SUPPORT | $8,000 | |
| TICKETS FOR KIDS FOUNDATION | ||||||||
| 139 FREEPORT ROAD | PITTSBURGH | PA | 152152943 | NONE | PC | TICKET DISTRIBUTION | $8,000 | |
| EXTRA MILE | ||||||||
| 603 STANWIX ST STE 348 | PITTSBURGH | PA | 15222 | NONE | PC | GENERAL SUPPORT | $6,000 | |
| GREATER PITTSBURGH COMMUNITY | ||||||||
| 1 N LINDEN ST | DUQUESNE | PA | 15110 | NONE | PC | GENERAL SUPPORT | $8,000 | FOOD BANK |
| HUMAN SERVICE CENTER | ||||||||
| 519 PENN AVENUE | TURTLE CREEK | PA | 15145 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| NEW HAZLETT THEATER | ||||||||
| 6 ALLEGHENY SQUARE EAST | PITTSBURGH | PA | 15212 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| SOUTH HILLS INTERFAITH MINISTRIES | ||||||||
| 5301 PARK AVE | BETHEL PARK | PA | 15102 | NONE | PC | GENERAL SUPPORT | $8,000 | |
| SPINA BIFIDA | ||||||||
| 1158 DUTILH RD | MARS | PA | 16046 | NONE | PC | GENERAL SUPPORT | $7,500 | |
| STRONG WOMAN STRONG GIRLS | ||||||||
| 2200 SARAH ST | PITTSBURGH | PA | 15203 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| THE WATSON INSTITUTE | ||||||||
| 301 CAMP MEETING ROAD | SEWICKLEY | PA | 15143 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| VETERAN'S LEADERSHIP PROGRAM | ||||||||
| 2934 SMALLMAN ST | PITTSBURGH | PA | 15201 | NONE | PC | GENERAL SUPPORT | $11,300 | OF WESTERN PENNSYLVANIA |
| BOY SCOUTS OF AMERICA | ||||||||
| 1275 BEDFORD AVE | PITTSBURGH | PA | 15219 | NONE | PC | GENERAL SUPPORT | $10,000 | LAUREL HIGHLANDS COUNCIL |
| 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 | |
| PRESBYTERIAN CHURCH SEWICKLEY PA | ||||||||
| 414 GRANT ST | SEWICKLEY | PA | 15143 | NONE | PC | GENERAL SUPPORT | $6,000 | |
| HERITAGE VALLEY SEWICKLEY FOUNDATION | ||||||||
| 720 BLACKBURN RD | SEWICKLEY | PA | 15143 | NONE | PC | GENERAL SUPPORT | $8,000 | |
| BRIGHT FOCUS FOUNDATION | ||||||||
| 22512 GATEWAY CENTER DR | CLARKSBURGH | PA | 20871 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| MAINE MEDICAL CENTER | ||||||||
| 22 BRAMHALL STREET | PORTLAND | ME | 04102 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| VETERANS PLACE OF WASHINGTON BLVD | ||||||||
| 945 WASHINGTON B LVD | PITTSBURGH | PA | 15206 | NONE | PC | GENERAL SUPPORT | $7,450 | |
| CARNEGIE LIBRARY OF PITTSBURGH | ||||||||
| 4400 FORBES AVE | PITTSBURGH | PA | 15213 | NONE | PC | GENERAL SUPPORT | $7,450 | |
| BLIND AND VISION REHABILITATION | ||||||||
| 1816 LOCUST STREET | PITTSBURGH | PA | 15219 | NONE | PC | GENERAL SUPPORT | $7,450 | SERVICES OF PITTSBURGH |
| THE CHILDREN'S HOME OF PITTSBURGH | ||||||||
| 5324 PENN AVE | PITTSBURGH | PA | 15224 | NONE | PC | GENERAL SUPPORT | $17,450 | & LEMIEUX FAMILY CENTER |
| PENNSYLVANIA ORGANIZATION FOR | ||||||||
| 7501 PENN AVENUE | PITTSBURGH | PA | 15208 | NONE | PC | GENERAL SUPPORT | $7,450 | WOMEN IN EARLY RECOVERY |
| BOYS & GIRLS CLUBS | ||||||||
| 5432 BUTLER ST | PITTSBURGH | PA | 15201 | NONE | PC | GENERAL SUPPORT | $7,450 | OF WESTERN PENNSYLVANIA |
| HERITAGE COMMUNITY INITATIVES | ||||||||
| 829 BRADDOCK AVENUE | BADDACK | PA | 15104 | NONE | PC | GENERAL SUPPORT | $7,450 | |
| HOSANNA HOUSE | ||||||||
| 807 WALLACE AVE | WILKINSBURGH | PA | 15221 | NONE | PC | GENERAL SUPPORT | $7,450 | |
| THE UNITED WAY | ||||||||
| 1250 PENN AVE | PITTSBURGH | PA | 15222 | NONE | PC | GENERAL SUPPORT | $7,450 | OF SOUTHWESTERN PENNSYLVANIA |
| PITTSBURGH THEOLOGICAL SEMINARY | ||||||||
| 616 N HIGHLAND AVE | PITTSBURGH | PA | 15206 | NONE | PC | CLIFF BARBOUR LIBRARY | $10,000 | |
| GOODWILL OF SOUTHWESTERN PA | ||||||||
| 118 52ND ST | PITTSBURGH | PA | 152012593 | NONE | PC | CENTRAL ADMISSIONS INTAKE | $10,000 | |
| GIRL SCOUTS WESTERN PENNSYLVANIA | ||||||||
| 30 ISABELLA ST STE 107 | PITTSBURGH | PA | 152125859 | NONE | PC | FINANCIAL ASSISTANCE | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $475,850 | 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 | $246,455 | 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 | $208,658 | 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 | $456,998 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $456,998 | 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 Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCK | StockNm |
| EOY Book Value | $4,939,707 | EOYBookValueAmt |
| EOYFMV | $6,294,708 | EOYFMVAmt |
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 | $1,966,187 | $1,911,749 |
| MUTUAL FUNDS - EQUITY | AT COST | $2,590,329 | $3,010,227 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND - 2015 | Desc |
| Revenue And Expenses Per Books | $1,885 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ROUNDING ADJ FOR SALES AND TRANSACTIONS | $2 |
| RECOVERY OF PRIOR YEAR DISTRIBUTION | $4,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,441 | $1,441 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $4,232 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $534 | $534 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $131 | $131 | $0 |