JOHN E & SUE M JACKSON CHARITABLE TRUST: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- JOHN E & SUE M JACKSON CHARITABLE TRUST (EIN 25-6019484)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-12
- IRS object ID
- 201621339349100827
- Schema version
- 2015v2.0
- 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
- Legal Fees Schedule
- Other Decreases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-12T09:01:10-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | 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 TR PNC BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JACK | BusinessNameControlTxt |
| Phone | 4127623792 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 620 LIBERTY AVENUE 10TH FLOOR | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152222705 | 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 | 2016-05-03 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,138,312 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $225,685 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $225,685 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $641,775 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,103,448 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $641,775 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $867,460 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $867,460 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $41,724 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $20,862 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $20,862 | 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 Rev And Expnss | $9,590 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $9,590 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $14,825 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $400 | 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 | $66,139 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $21,262 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $30,452 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $600,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $600,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $666,139 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $21,262 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $630,452 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $201,321 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $846,198 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $98,477 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $176,961 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $176,961 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $4,455,955 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,960,351 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,206,615 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $4,964,255 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,582,686 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,754,736 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $9,518,687 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,719,998 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,138,312 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $9,455,354 | CapitalStockBOYAmt |
| Capital Stock EOY | $9,681,430 | CapitalStockEOYAmt |
| Retained Earning BOY | $63,333 | RetainedEarningBOYAmt |
| Retained Earning EOY | $38,568 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,518,687 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,719,998 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,518,687 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,719,998 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,518,687 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $201,321 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $9,720,008 | SubtotalAmt |
| Other Decreases | $10 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,719,998 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (59 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 1. SCHERING-PLOUGH CORP | 2001-01-01 | 2015-02-10 | $1,362 | $25 | $1,337 | $1,337 | |
| 240. DISCOVER FINANCIAL W/I | 2014-10-01 | 2015-02-25 | $14,628 | $15,329 | -$701 | -$701 | |
| 1080. DISCOVER FINANCIAL W/I | 2012-09-26 | 2015-02-25 | $65,825 | $40,446 | $25,379 | $25,379 | |
| 2690. GENERAL ELEC CO COM | 2012-09-26 | 2015-02-25 | $69,535 | $59,283 | $10,252 | $10,252 | |
| 1090. GILEAD SCIENCES INC COM | 2014-05-28 | 2015-02-25 | $113,574 | $91,646 | $21,928 | $21,928 | |
| 1490. QUANTA SVCS INC | 2014-03-28 | 2015-02-25 | $43,359 | $54,900 | -$11,541 | -$11,541 | |
| 4750. REGIONS FINANCIAL CORP | 2013-07-03 | 2015-02-25 | $45,458 | $46,787 | -$1,329 | -$1,329 | |
| 530. UNITED RENTALS INC COM | 2014-09-12 | 2015-02-25 | $49,814 | $61,627 | -$11,813 | -$11,813 | |
| 860. AMERICAN EXPRESS CO | 2010-09-27 | 2015-03-16 | $69,960 | $37,012 | $32,948 | $32,948 | |
| 160. BOEING CO | 2012-09-26 | 2015-03-16 | $24,523 | $11,203 | $13,320 | $13,320 | |
| 600. EASTMAN CHEM CO | 2014-06-27 | 2015-03-16 | $40,999 | $51,861 | -$10,862 | -$10,862 | |
| 70. LOCKHEED MARTIN CORP | 2013-11-25 | 2015-03-16 | $14,067 | $9,892 | $4,175 | $4,175 | |
| 610. SOUTHWEST AIRLINES COM | 2014-06-27 | 2015-03-16 | $27,596 | $16,494 | $11,102 | $11,102 | |
| 520. LYONDELLBASELL INDUSTRIES N.V. ISIN NL0009434992 SEDOL B3SPXZ3 | 2014-09-22 | 2015-03-16 | $43,913 | $58,754 | -$14,841 | -$14,841 | |
| 1. AMERICAN INTERNATIONAL GROUP INC | 2001-01-01 | 2015-03-17 | $1,108 | $25 | $1,083 | $1,083 | |
| 590. EOG RES INC | 2013-07-26 | 2015-04-20 | $58,195 | $43,048 | $15,147 | $15,147 | |
| 1660. MICRON TECHNOLOGY INC | 2014-10-01 | 2015-04-20 | $46,894 | $56,073 | -$9,179 | -$9,179 | |
| 360. SKYWORKS SOLUTIONS INC COM | 2014-03-28 | 2015-04-20 | $34,204 | $13,330 | $20,874 | $20,874 | |
| 330. NXP SEMICONDUCTORS ISIN NL0009538784 SEDOL B505PN7 | 2013-11-27 | 2015-04-20 | $33,613 | $13,950 | $19,663 | $19,663 | |
| 300. AETNA INC NEW | 2013-05-31 | 2015-07-20 | $33,428 | $18,526 | $14,902 | $14,902 | |
| 210. CIGNA CORP | 2014-07-16 | 2015-07-20 | $31,907 | $19,758 | $12,149 | $12,149 | |
| 1500. DELTA AIR LINES INC | 2013-07-26 | 2015-07-20 | $66,663 | $32,151 | $34,512 | $34,512 | |
| 2000. ISHARES TR RUSSELL1000VAL | 2013-01-16 | 2015-07-20 | $207,736 | $151,080 | $56,656 | $56,656 | |
| 1250. PACKAGING CORP OF AMERICA COM | 2014-03-20 | 2015-07-20 | $82,959 | $89,880 | -$6,921 | -$6,921 | |
| 1120. PROCTER & GAMBLE CO | 2005-02-10 | 2015-07-20 | $91,818 | $57,792 | $34,026 | $34,026 | |
| 130. PROCTER & GAMBLE CO | 2012-12-07 | 2015-07-20 | $10,657 | $9,129 | $1,528 | $1,528 | |
| 1050. QUALCOMM | 2003-02-02 | 2015-07-20 | $67,335 | $20,916 | $46,419 | $46,419 | |
| 420. QUALCOMM | 2015-04-20 | 2015-07-20 | $26,934 | $28,820 | -$1,886 | -$1,886 | |
| 4752.852 T ROWE PRICE REAL ESTATE FUND FD 122 | 2012-05-04 | 2015-07-20 | $126,664 | $100,000 | $26,664 | $26,664 | |
| 380. SKYWORKS SOLUTIONS INC COM | 2014-03-28 | 2015-07-20 | $39,829 | $14,071 | $25,758 | $25,758 | |
| 1560. SOUTHWEST AIRLINES COM | 2014-06-27 | 2015-07-20 | $53,661 | $42,182 | $11,479 | $11,479 | |
| 680. UNION PAC CORP COM | 2009-09-16 | 2015-07-20 | $66,822 | $21,859 | $44,963 | $44,963 | |
| 183.281 VOYA REAL ESTATE FUND CLASS I | 2014-12-18 | 2015-07-20 | $3,785 | $3,891 | -$106 | -$106 | |
| 5763.689 VOYA REAL ESTATE FUND CLASS I | 2012-05-04 | 2015-07-20 | $119,020 | $100,000 | $19,020 | $19,020 | |
| 640. ACE LIMITED NAME CHG 01/15/16 SEE H1467J104 | 2014-04-11 | 2015-07-20 | $66,685 | $63,054 | $3,631 | $3,631 | |
| 150. ACE LIMITED NAME CHG 01/15/16 SEE H1467J104 | 2015-02-25 | 2015-07-20 | $15,629 | $17,141 | -$1,512 | -$1,512 | |
| 1030. ROYAL CARRIBEAN CRUISES LTD SEDOL 2754907 ISIN LR0008862868 | 2014-08-15 | 2015-07-20 | $87,306 | $63,999 | $23,307 | $23,307 | |
| 1. BAINS CAPITAL PARTNERS LLC | 2001-01-01 | 2015-07-24 | $132 | $25 | $107 | $107 | |
| 1994.018 ASTON FAIRPOINTE MID CAP FUND CLASS I FD 232 | 2014-09-04 | 2015-11-04 | $78,425 | $100,000 | -$21,575 | -$21,575 | |
| 360.488 ASTON FAIRPOINTE MID CAP FUND CLASS I FD 232 | 2014-12-30 | 2015-11-04 | $14,178 | $15,108 | -$930 | -$930 | |
| 1260. ALLSTATE CORP | 2014-10-17 | 2015-11-04 | $78,988 | $76,357 | $2,631 | $2,631 | |
| 510. BECTON DICKINSON & CO | 2013-03-27 | 2015-11-04 | $76,821 | $48,307 | $28,514 | $28,514 | |
| 560. BERKSHIRE HATHAWAY INC CLASS B | 2015-02-25 | 2015-11-04 | $77,019 | $83,265 | -$6,246 | -$6,246 | |
| 230. CIGNA CORP | 2014-07-16 | 2015-11-04 | $30,095 | $21,640 | $8,455 | $8,455 | |
| 1330. CONOCOPHILLIPS | 2013-09-11 | 2015-11-04 | $75,071 | $96,206 | -$21,135 | -$21,135 | |
| 250. CONSTELLATION BRANDS INC CL A | 2014-05-28 | 2015-11-04 | $33,459 | $20,965 | $12,494 | $12,494 | |
| 340. DISNEY WALT CO | 2014-03-10 | 2015-11-04 | $39,451 | $27,864 | $11,587 | $11,587 | |
| 3240. HANESBRANDS INC - W/I | 2014-03-17 | 2015-11-04 | $106,495 | $60,208 | $46,287 | $46,287 | |
| 940. KROGER CO | 2014-05-08 | 2015-11-04 | $35,223 | $21,882 | $13,341 | $13,341 | |
| 520. MCKESSON HBOC INC COMMN | 2013-11-04 | 2015-11-04 | $94,746 | $82,922 | $11,824 | $11,824 | |
| 510. POLARIS INDS INC | 2012-05-24 | 2015-11-04 | $59,563 | $40,264 | $19,299 | $19,299 | |
| 1500. SCHWAB INTERNATIONAL SMALL CAP EQUITY | 2013-12-23 | 2015-11-04 | $44,917 | $46,745 | -$1,828 | -$1,828 | |
| 500. SKYWORKS SOLUTIONS INC COM | 2014-03-28 | 2015-11-04 | $39,576 | $18,514 | $21,062 | $21,062 | |
| 360. 3M COMPANY COM | 2015-04-20 | 2015-11-04 | $57,263 | $59,522 | -$2,259 | -$2,259 | |
| 1480. VOYA FINL INC COM | 2015-03-16 | 2015-11-04 | $58,697 | $66,422 | -$7,725 | -$7,725 | |
| 420. WYNDHAM WORLDWIDE CORP | 2013-03-25 | 2015-11-04 | $34,619 | $28,507 | $6,112 | $6,112 | |
| 260. NXP SEMICONDUCTORS ISIN NL0009538784 SEDOL B505PN7 | 2013-11-27 | 2015-11-04 | $20,402 | $10,991 | $9,411 | $9,411 | |
| 1. BAINS CAPITAL PARTNERS LLC | 2001-01-01 | 2015-11-20 | $32 | $25 | $7 | $7 | |
| CAPITAL GAIN DIVIDENDS | $50,811 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $641,775 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $517,299 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $11,439,932 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.045219 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $451,844 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $10,411,314 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.043399 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $454,485 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,656,202 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047067 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $370,346 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,317,800 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.039746 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $428,367 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $8,298,887 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.051617 | DistributionYr5Rt |
| Total Distribution | 0.227048 | TotalDistributionRt |
| Average Distribution | 0.04541 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $11,745,606 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $533,368 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $8,462 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $541,830 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $630,452 | 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 | $8,462 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,462 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,462 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14,581 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $0 | AppliedToEsTaxAmt |
| Total Payments And Credits | $14,581 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $2 | EsPenaltyAmt |
| Overpayment | $6,117 | OverpaymentAmt |
| Applied To ES Tax | $4,232 | AppliedToESTaxAmt |
| Refund | $1,885 | 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 | 620 LIBERTY AVENUE | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152222705 | 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 | $41,724 |
| 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 | $11,924,473 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,924,473 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,924,473 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $178,867 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,745,606 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $587,280 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $587,280 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,462 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,462 | TotalTaxAmt |
| Distributable Before Adj | $578,818 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $578,818 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $578,818 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $630,452 | 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 | $630,452 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $8,462 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $621,990 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $578,818 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $527,472 | UndistributedIncomePYAmt |
| Prior Year1 | 2013 | 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 | $630,452 | QualifyingDistributionsAmt |
| Applied To Year1 | $527,472 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $102,980 | 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 | $475,838 | 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 (74 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 |
|---|---|---|---|---|---|---|---|---|
| JUNIOR ACHIEVEMENT OF WESTERN PA | ||||||||
| ONE ALLEGHNEY CENTER | PITTSBURGH | PA | 15212 | NONE | PC | JA MONEY 101 INITIATIVE | $6,000 | |
| LIGHT OF LIFE RESCUE MISSION | ||||||||
| PO BOX 6823 | PITTSBURGH | PA | 152120823 | NONE | PC | EDUCATION & EMPLOYMENT | $11,000 | |
| MAKE-A-WISH FOUNDATION OF PITTSBURGH | ||||||||
| 707 GRANT STREET | PITTSBURGH | PA | 15219 | NONE | PC | WISHMAKERS | $5,000 | FOUNDATION |
| NORTH HILLS COMMUNITY OUTREACH | ||||||||
| 416 LINCOLN AVE | PITTSBURGH | PA | 15209 | NONE | PC | EMERGENCY ASSISTANCE | $12,000 | |
| BETHLEHEM HAVEN | ||||||||
| 905 WATSON ST | PITTSBURGH | PA | 15219 | NONE | PC | STEP UP PROGRAM | $62,112 | |
| BIG BROTHERS BIG SISTERS | ||||||||
| 5989 PENN CIRCLE SOUTH | PITTSBURGH | PA | 152063828 | NONE | PC | CULTURING COMPETENCY FOR | $9,000 | |
| CHILDREN'S MUSEUM OF PITTSBURGH | ||||||||
| 10 CHILDRENS WAY | PITTSBURGH | PA | 15212 | NONE | PC | YOUTH ENRICHMENT PROGRAMS | $12,000 | |
| COMMUNITIES IN SCHOOLS - PITTSBURGH | ||||||||
| 6435 FRANKSTOWN AVENUE | PITTSBURGH | PA | 15206 | NONE | PC | SITE COORDINATOR - ARSENAL | $6,000 | ALLEGHENY COUNTY |
| SPECIAL OLYMPICS PENNSYLVANIA | ||||||||
| 150 PLEASANT DRIVE | ALIQUIPPA | PA | 15001 | NONE | PC | 2016 WINTER GAMES | $6,720 | |
| THE NEIGHBORHOOD ACADEMY | ||||||||
| 709 N AIKEN AVENUE | PITTSBURGH | PA | 15206 | NONE | PC | AFTER-SCHOOL PROGRAM | $9,504 | |
| WOODLANDS FOUNDATION INC | ||||||||
| 134 SHENOT ROAD | PITTSBURGH | PA | 15090 | NONE | PC | PROGRAM SUPPORT | $21,000 | |
| THE HOMEWOOD CEMETARY HISTORICAL FUND | ||||||||
| 1634 DALLAS AVE | PITTSBURGH | PA | 15217 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| FAMILY GUIDANCE | ||||||||
| 307 DUFF RD | SEWICKLEY | PA | 15143 | NONE | PC | OUTPOST LEADERSHIP PROGRAM | $6,000 | |
| NATIONAL AVIARY | ||||||||
| 700 ARCH ST | PITTSBURGH | PA | 15212 | NONE | PC | ENVIRONMENTAL EDUCATION | $6,000 | |
| ALLIANCE DEFENSE FUND INC | ||||||||
| 15100 N 90 STREET | SCOTTSDALE | AZ | 85260 | NONE | PC | GENERAL SUPPORT | $4,000 | |
| AMERICAS FUTURE FOUNDATION | ||||||||
| 1512 21ST STREET NW | WASHINGTON | DC | 20036 | NONE | PC | TRAINING ADVOCATES | $6,000 | |
| AMERICAN CENTER FOR LAW AND JUSTICE | ||||||||
| PO BOX 90555 | WASHINGTON | DC | 200900555 | NONE | PC | GENERAL SUPPORT | $6,000 | |
| AMERICAN CONGRESS FOR TRUTH | ||||||||
| PO BOX 12765 | PENSACOLA | FL | 32591 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| AMERICAN UNITY LEGAL DEFENSE FUND | ||||||||
| PO BOX 420 | WARRENTON | VA | 20188 | NONE | PC | IMMIGRATION BATTLES | $8,000 | |
| AVOCA MUSEUM AND HISTORICAL SOCIETY | ||||||||
| 1514 MAIN STREET | ALTAVISTA | VA | 24517 | NONE | PC | UPGRADE SMJ CENTER; CHALL | $6,000 | |
| BILL OF RIGHTS INSTITUTE | ||||||||
| 200 NORTH GLEBE ROAD STE 200 | ARLINGTON | VA | 22203 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| BOY SCOUTS OF AMERICA PINE TREE | ||||||||
| 131 JOHNSON ROAD | PORTLAND | ME | 04102 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| BOY SCOUTS OF AMERICA YANKEE CLIPPER | ||||||||
| 36 AMESBURY ROAD | HAVERHILL | MA | 018302802 | NONE | PC | GENERAL SUPPORT | $2,000 | COUNCIL |
| CATO INSTITUTE | ||||||||
| 1000 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20001 | NONE | PC | SUPPORT FREE MKT | $7,000 | |
| CENTER FOR AMERICAN UNITY | ||||||||
| 29 SOUTH CHESTNUT ST | WARRENTON | VA | 20186 | NONE | PC | GENERAL SUPPORT | $3,000 | |
| CITIZENS AGAINST GOVERNMENT WASTE FD | ||||||||
| 1301 CONNECTICUT AVE NW | WASHTINGTON | DC | 20036 | NONE | PC | REDUCE GOVT SPENDING | $5,000 | |
| CLARE BOOTH LUCE POLICY INSTITUTE | ||||||||
| 112 ELDEN STREET STE P | HERNDON | VA | 20170 | NONE | PC | TRG. CONSERV WOMEN | $9,000 | |
| CONCERNED WOMEN FOR AMERICA | ||||||||
| 1015 FIFTEENTH STREET | WASHINGTON | DC | 20005 | NONE | PC | WOMEN IN MILITARY ISSUES | $3,000 | |
| CORAL RIDGE MINISTRIES MEDIA | ||||||||
| 2831 WEST CYPRESS CREEK ROAD | FT LAUDERDALE | FL | 33309 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| 333 SEVENTH AVENUE | NEW YORK | NY | 100015004 | NONE | PC | GENERAL SUPPORT | $3,000 | |
| EAGLE FORUM EDUCATION AND LEGAL DEF FND | ||||||||
| 7800 BONHOMME AVENUE | ST LOUIS | MO | 63105 | NONE | PC | GENERAL SUPPORT | $8,000 | |
| FOUNDATION FOR ECONOMIC EDUCATION | ||||||||
| 30 SOUTH BROADWAY | IRVINGTON | NY | 10533 | NONE | PC | GENERAL SUPPORT | $6,000 | |
| FREE CONGRESS RESEARCH AND EDUC FDN | ||||||||
| 717 SECOND STREET | WASHINGTON | DC | 20002 | NONE | PC | GENERAL SUPPORT | $6,000 | |
| FOUNDATION OF THE MASSACHUSETTS EYE | ||||||||
| 243 CHARLES STREET | BOSTON | MA | 02114 | NONE | PC | GENERAL SUPPORT | $4,000 | AND EAR INFIRMARY INC |
| FREEDOM ALLIANCE | ||||||||
| 22570 MARKEY COURT | DULLES | VA | 20166 | NONE | PC | FIGHT BHO;FIGHT ICC | $5,000 | |
| DAVID HOROWITZ FREEDOM CENTER | ||||||||
| 14148 MAGNOLIA BLVD | SHERMAN OAKS | CA | 91423 | NONE | PC | GENERAL SUPPORT | $7,000 | |
| FREEDOM WORKS FOUNDATION | ||||||||
| 601 PENNSYLVANIA AVE NW | WASHINGTON | DC | 200042601 | NONE | PC | GENERAL SUPPORT | $6,000 | |
| THE FUND FOR AMERICAN STUDIES | ||||||||
| 1706 NEW HAMPSHIRE AVENUE NW | WASHINGTON | DC | 20009 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| HERITAGE FOUNDATION | ||||||||
| 214 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 200024999 | NONE | PC | GENERAL SUPPORT | $8,000 | |
| HILLSDALE COLLEGE | ||||||||
| 33 EAST COLLEGE MOSS HALL | HILLSDALE | MO | 49242 | NONE | PC | GENERAL SUPPORT | $6,000 | |
| HISTORICAL SOCIETY OF WESTERN | ||||||||
| 1212 SMALLMAN STREET | PITTSBURGH | PA | 15222 | NONE | PC | GENERAL SUPPORT | $1,000 | PENNSYLVANIA |
| HOLLINS UNIVERSITY CORPORATION | ||||||||
| PO BOX 9625 | ROANOKE | VA | 240201625 | NONE | PC | SUPPORT COLLEGE OF SM | $3,000 | |
| HOWARD CENTER FOR FAMILY | ||||||||
| 934 NORTH MAIN STREET | ROCKFORD | IL | 611037061 | NONE | PC | FIGHT WORLD CONG;PRO FAMILY | $2,000 | |
| JUDICIAL WATCH | ||||||||
| 425 3RD STREET SW STE 400 | WASHINGTON | DC | 20024 | NONE | PC | GENERAL SUPPORT | $6,000 | |
| LEADERSHIP INSTITUTE | ||||||||
| 1101 N HIGHLAND STREET | ARLINGTON | VA | 22201 | NONE | PC | GENERAL SUPPORT | $8,000 | |
| LUDWIG VON MISES INSTITUTE FOR AUSTRIAN | ||||||||
| 518 WEST MAGNOLIA | AUBURN | AL | 36832 | NONE | PC | GENERAL SUPPORT | $4,000 | ECONOMICS INC |
| MAINE HERITAGE POLICY CENTER | ||||||||
| PO BOX 7829 | PORTLAND | ME | 04112 | NONE | PC | CONSERVATIVE IMPACT IN | $25,000 | |
| MEDIA RESEARCH CENTER INC | ||||||||
| 325 SOUTH PATRICK STREET | ALEXANDRIA | VA | 223143580 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| NATIONAL RIGHT TO WORK LEGAL DEF FDN | ||||||||
| 8001 BRADDOCK ROAD | SPRINGFIELD | VA | 22160 | NONE | PC | RIGHT TO WORK EDUCATION | $10,000 | |
| MERCATUS CENTER AT GEORGE MASON | ||||||||
| 3301 NORTH FAIRFAX DR | ARLINGTON | VA | 22201 | NONE | PC | STUDENT TRG AGNST KENSIAN | $10,000 | UNIVERSITY |
| NATIONAL INSTITUTE FOR LABOR RELATION | ||||||||
| 8001 BRADDOCK ROAD | SPRINGFIELD | VA | 22160 | NONE | PC | GENERAL SUPPORT | $4,000 | |
| PARENTS TELEVISION COUNCIL INC | ||||||||
| 707 WILSHIRE BLVD | LOS ANGELES | CA | 90017 | NONE | PC | GENERAL SUPPORT | $3,000 | |
| PIONEER INSTITUTE INC | ||||||||
| 85 DEVONSHIRE STREET | BOSTON | MA | 02109 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| PRISON FELLOWSHIP MINISTRIES | ||||||||
| PO BOX 1550 | MERRIFIELD | VA | 221161550 | NONE | PC | GENERAL SUPPORT | $3,000 | |
| RUTHERFORD INSTITUTE | ||||||||
| PO BOX 7482 | CHARLOTTESVILLE | VA | 22906 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| SOUTHEASTERN LEGAL FOUNDATION | ||||||||
| 6100 LAKE FORREST DR NW | ATLANTA | GA | 30328 | NONE | PC | GENERAL SUPPORT | $8,000 | |
| WASHINGTON LEGAL FOUNDATION | ||||||||
| 2009 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20036 | NONE | PC | GENERAL SUPPORT | $8,000 | |
| YOUNG AMERICA'S FOUNDATION | ||||||||
| 110 ELDEN STREET | HERNDON | VA | 20170 | NONE | PC | GENERAL SUPPORT | $8,000 | |
| AMERICANS FOR PROSPERITY FDN | ||||||||
| 2111 WILSON BLVD STE 350 | ARLINGTON | VA | 22201 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| INSTITUTE FOR FOREIGN POLICY | ||||||||
| 675 MASS AVE 10TH FLOOR | CAMBRIDGE | MA | 02139 | NONE | PC | MISSLE DEFENSE OF USA | $8,000 | |
| CHRISTIAN EDUCATION LEAGUE | ||||||||
| 70 SEWALL ST | AUGUSTA | ME | 043306333 | NONE | PC | GENERAL SUPPORT | $4,000 | |
| TICKETS FOR KIDS FOUNDATION | ||||||||
| 139 FREEPORT ROAD | PITTSBURGH | PA | 152152943 | NONE | PC | TICKET DISTRIBUTION | $16,000 | |
| PITTSBURGH THEOLOGICAL SEMINARY | ||||||||
| 616 N HIGHLAND AVE | PITTSBURGH | PA | 15206 | NONE | PC | CLIFF BARBOUR LIBRARY | $1,000 | |
| GOODWILL OF SOUTHWESTERN PA | ||||||||
| 118 52ND ST | PITTSBURGH | PA | 152012593 | NONE | PC | CENTRAL ADMISSIONS INTAKE | $33,400 | |
| GIRL SCOUTS WESTERN PENNSYLVANIA | ||||||||
| 30 ISABELLA ST STE 107 | PITTSBURGH | PA | 152125859 | NONE | PC | FINANCIAL ASSISTANCE | $6,000 | |
| COALITION FOR CHRISTIAN OUTREACH | ||||||||
| 5912 PENN AVE | PITTSBURGH | PA | 152063817 | NONE | PC | NEW STAFF TRAINING ON-SITE | $4,264 | |
| PITTSBURGH MUSICAL THEATER | ||||||||
| 327 S MAIN STREET | PITTSBURGH | PA | 152205511 | NONE | PC | SCHOOL COLLABORATION | $11,000 | |
| ASSET INC | ||||||||
| 2403 SIDNEY ST STE 800 | PITTSBURGH | PA | 152032176 | NONE | PC | STEM SCHOLARSHIP PROGRAM | $6,000 | |
| SQUOK OPERA | ||||||||
| 315 CASTLEGATE ROAD | PITTSBURGH | PA | 152214417 | NONE | PC | CYCLE SONIC | $8,000 | |
| BETHANY CHRISTIAN SERVICES | ||||||||
| 10521 PERRY HIGHWAY | WEXFORD | PA | 15090 | NONE | PC | SAFE FAMILIES FOR CHILDREN | $11,000 | |
| LIFE TRANSFORMATIONS PLUS | ||||||||
| 806 WEST STREET | HOMESTEAD | PA | 151201566 | NONE | PC | CAPACITY BUILDING | $10,000 | |
| AMERICAN RED CROSS OF SWPA | ||||||||
| 2801 LIBERTY AVENUE | PITTSBURGH | PA | 15222 | NONE | PC | DISASTER CYCLE SERVICES | $11,000 | |
| STATE POLICY NETWORK | ||||||||
| 1655 FORT MYER DR STE 360 | ARLINGTON | VA | 222093108 | NONE | PC | GENERAL SUPPORT | $4,000 | |
| OPERATION TROOP APPRECIATION | ||||||||
| 1219 SCHWEITZER RD | MCKEESPORT | PA | 151352017 | NONE | PC | MILITARY AND VETERAN | $11,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $600,000 | 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 | $225,685 | 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 | $641,775 | 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 | $867,460 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $867,460 | 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 | $4,960,351 | EOYBookValueAmt |
| EOYFMV | $6,206,615 | 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 | $1,992,357 | $1,897,371 |
| MUTUAL FUNDS - EQUITY | AT COST | $2,590,329 | $2,857,365 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES - PRINCIPAL (ALLOCA | CategoryTxt |
| Legal Fees | $9,590 | LegalFeesAmt |
| Disbursements Charitable Prps | $9,590 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING ADJ FOR SALES AND TRANSACTIONS | Desc |
| Amt | $10 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $400 | $400 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $14,425 | $0 | $0 |