JOHN E & SUE M JACKSON CHARITABLE TRUST: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- JOHN E & SUE M JACKSON CHARITABLE TRUST (EIN 25-6019484)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-13
- IRS object ID
- 201511339349100341
- Schema version
- 2014v5.0
- 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
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-13T09:00:35-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | 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 | PNC BANK NA 620 LIBERTY AVENUE 10 | 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 | 2015-05-09 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,763,389 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $230,131 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $230,131 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $673,301 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,017,103 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $673,301 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $8,588 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $912,020 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $903,432 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $41,073 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $20,537 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $20,536 | 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 | $6,340 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $6,340 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $9,869 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $619 | 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 | $57,282 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $21,156 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $26,876 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $490,423 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $490,423 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $547,705 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $21,156 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $517,299 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $364,315 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $882,276 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $125,460 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $98,477 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $98,477 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $4,271,473 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,455,955 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,113,724 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $4,913,987 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,964,255 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,551,188 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $9,310,920 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,518,687 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,763,389 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $9,264,558 | CapitalStockBOYAmt |
| Capital Stock EOY | $9,455,354 | CapitalStockEOYAmt |
| Retained Earning BOY | $46,362 | RetainedEarningBOYAmt |
| Retained Earning EOY | $63,333 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,310,920 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,518,687 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,310,920 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,518,687 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,310,920 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $364,315 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $9,675,235 | SubtotalAmt |
| Other Decreases | $156,548 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,518,687 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (138 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 850. BAXTER INTERNATIONAL INC | 2013-08-09 | 2014-01-09 | $59,245 | $62,263 | -$3,018 | -$3,018 | |
| 5230. FORD MTR CO DEL COM PAR $0.01 | 2013-07-23 | 2014-01-09 | $82,763 | $90,139 | -$7,376 | -$7,376 | |
| 1310. BEST BUY INC | 2013-10-16 | 2014-01-21 | $32,260 | $54,504 | -$22,244 | -$22,244 | |
| 1140. EBAY INC | 2012-03-21 | 2014-01-31 | $60,474 | $42,792 | $17,682 | $17,682 | |
| 1730. CITIGROUP INC | 2013-01-16 | 2014-03-10 | $85,218 | $73,715 | $11,503 | $11,503 | |
| 430. NU SKIN ENTERPRISES INC | 2013-12-23 | 2014-03-10 | $32,491 | $59,651 | -$27,160 | -$27,160 | |
| 1030. OMNICARE INC | 2013-12-13 | 2014-03-10 | $60,093 | $60,940 | -$847 | -$847 | |
| 520. PROCTER & GAMBLE CO | 2013-01-30 | 2014-03-10 | $40,720 | $39,035 | $1,685 | $1,685 | |
| 250. JAZZ PHARMACEUTICALS PLC SEDOL B4Q5ZN4 | 2013-09-11 | 2014-03-10 | $37,608 | $21,488 | $16,120 | $16,120 | |
| 340. CELGENE CORP | 2013-09-11 | 2014-03-17 | $51,576 | $50,699 | $877 | $877 | |
| 500. PVH CORP | 2013-01-16 | 2014-03-17 | $57,465 | $58,890 | -$1,425 | -$1,425 | |
| 480. PPG INDS INC COM | 2013-10-30 | 2014-03-20 | $93,408 | $87,723 | $5,685 | $5,685 | |
| 360. CANADIAN PACIFIC RAILWAY LTD SEDOL 2793115 | 2013-11-13 | 2014-03-28 | $53,437 | $53,020 | $417 | $417 | |
| 880. CHUBB CORP COM | 2009-09-16 | 2014-03-28 | $77,159 | $43,155 | $34,004 | $34,004 | |
| 400. GOLDMAN SACHS GROUP INC COM | 2013-01-23 | 2014-04-11 | $61,413 | $58,472 | $2,941 | $2,941 | |
| 1250. HALLIBURTON CO | 2013-05-02 | 2014-04-11 | $71,786 | $53,212 | $18,574 | $18,574 | |
| 850. NIKE INC CL B | 2013-03-27 | 2014-04-11 | $61,345 | $49,661 | $11,684 | $11,684 | |
| . HEALTHSOUTH CORP COM | 2000-12-31 | 2014-04-21 | $151 | $25 | $126 | $126 | |
| 3690. FIFTH THIRD BANCORP | 2012-09-26 | 2014-05-02 | $75,644 | $56,933 | $18,711 | $18,711 | |
| 1000. HERSHEY FOODS CORP COM | 2010-09-27 | 2014-05-08 | $96,526 | $47,761 | $48,765 | $48,765 | |
| 70. AETNA INC NEW | 2013-05-31 | 2014-05-28 | $5,378 | $4,347 | $1,031 | $1,031 | |
| 60. ALLERGAN INC | 2009-09-16 | 2014-05-28 | $9,384 | $3,428 | $5,956 | $5,956 | |
| 170. ALLERGAN INC | 2012-04-30 | 2014-05-28 | $26,589 | $16,309 | $10,280 | $10,280 | |
| 100. ALTRIA GROUP INC | 2013-05-17 | 2014-05-28 | $4,078 | $3,729 | $349 | $349 | |
| 40. AMERICAN EXPRESS CO | 2010-09-27 | 2014-05-28 | $3,651 | $1,722 | $1,929 | $1,929 | |
| 30. AMGEN INC | 2014-01-21 | 2014-05-28 | $3,469 | $3,575 | -$106 | -$106 | |
| 4. APPLE INC | 2013-12-23 | 2014-05-28 | $2,506 | $2,265 | $241 | $241 | |
| 26. APPLE INC | 2013-11-27 | 2014-05-28 | $16,289 | $13,943 | $2,346 | $2,346 | |
| 30. B/E AEROSPACE INC | 2013-12-23 | 2014-05-28 | $2,839 | $2,582 | $257 | $257 | |
| 10. B/E AEROSPACE INC | 2013-05-02 | 2014-05-28 | $946 | $631 | $315 | $315 | |
| 20. BECTON DICKINSON & CO | 2013-03-27 | 2014-05-28 | $2,342 | $1,894 | $448 | $448 | |
| 30. BOEING CO | 2012-09-26 | 2014-05-28 | $4,041 | $2,101 | $1,940 | $1,940 | |
| 60. CBS CORP CLASS B WI | 2013-05-17 | 2014-05-28 | $3,641 | $3,081 | $560 | $560 | |
| 70. CVS CAREMARK CORP | 2013-02-22 | 2014-05-28 | $5,426 | $3,601 | $1,825 | $1,825 | |
| 620. CHEVRON CORPORATION | 2010-09-27 | 2014-05-28 | $76,221 | $49,845 | $26,376 | $26,376 | |
| 80. CISCO SYS INC COM | 2013-12-23 | 2014-05-28 | $1,986 | $1,722 | $264 | $264 | |
| 30. CISCO SYS INC COM | 2006-02-24 | 2014-05-28 | $745 | $596 | $149 | $149 | |
| 1890. COCACOLA CO | 2010-09-27 | 2014-05-28 | $76,745 | $55,519 | $21,226 | $21,226 | |
| 60. COCA COLA ENTERPRISES | 2014-03-10 | 2014-05-28 | $2,747 | $2,828 | -$81 | -$81 | |
| 90. COMCAST CORPORATION CL A | 2012-04-30 | 2014-05-28 | $4,673 | $2,722 | $1,951 | $1,951 | |
| 140. DELTA AIR LINES INC | 2013-09-11 | 2014-05-28 | $5,666 | $3,151 | $2,515 | $2,515 | |
| 60. DISNEY WALT CO | 2014-03-10 | 2014-05-28 | $5,028 | $4,917 | $111 | $111 | |
| 60. DISCOVER FINANCIAL W/I | 2012-09-26 | 2014-05-28 | $3,527 | $2,247 | $1,280 | $1,280 | |
| 30. EOG RES INC | 2014-04-11 | 2014-05-28 | $3,159 | $2,964 | $195 | $195 | |
| 30. EXXON MOBIL CORP | 2009-09-16 | 2014-05-28 | $3,046 | $1,756 | $1,290 | $1,290 | |
| 50. FOOT LOCKER INC | 2014-04-11 | 2014-05-28 | $2,424 | $2,201 | $223 | $223 | |
| 70. FRANKLIN RES INC COM | 2013-07-03 | 2014-05-28 | $3,874 | $3,208 | $666 | $666 | |
| 270. GENERAL ELEC CO COM | 2012-09-26 | 2014-05-28 | $7,199 | $5,975 | $1,224 | $1,224 | |
| 10. GOOGLE INC CL A | 2013-10-23 | 2014-05-28 | $5,714 | $5,114 | $600 | $600 | |
| 10. GOOGLE INC-CL C | 2013-10-23 | 2014-05-28 | $5,625 | $5,127 | $498 | $498 | |
| 50. HELMERICH & PAYNE INC COM | 2013-02-26 | 2014-05-28 | $5,450 | $3,185 | $2,265 | $2,265 | |
| 40. HOME DEPOT INC COM | 2009-02-17 | 2014-05-28 | $3,195 | $804 | $2,391 | $2,391 | |
| 100. J P MORGAN CHASE & CO COM | 2004-10-22 | 2014-05-28 | $5,551 | $3,755 | $1,796 | $1,796 | |
| 60. JOHNSON & JOHNSON COM | 2013-01-16 | 2014-05-28 | $6,025 | $4,363 | $1,662 | $1,662 | |
| 90. KROGER CO | 2014-05-08 | 2014-05-28 | $4,207 | $4,190 | $17 | $17 | |
| 20. LAS VEGAS SANDS CORP | 2013-10-23 | 2014-05-28 | $1,523 | $1,425 | $98 | $98 | |
| 80. LINCOLN NATIONAL CORP | 2013-12-23 | 2014-05-28 | $3,831 | $4,132 | -$301 | -$301 | |
| 10. LOCKHEED MARTIN CORP | 2013-12-23 | 2014-05-28 | $1,624 | $1,457 | $167 | $167 | |
| 20. LOCKHEED MARTIN CORP | 2013-11-25 | 2014-05-28 | $3,248 | $2,826 | $422 | $422 | |
| 30. MAGNA INTERNATIONAL ISIN CA5592224011 | 2014-01-09 | 2014-05-28 | $3,052 | $2,447 | $605 | $605 | |
| 40. MANPOWER GROUP INC | 2013-12-23 | 2014-05-28 | $3,318 | $3,426 | -$108 | -$108 | |
| 30. MCKESSON HBOC INC COMMN | 2013-12-23 | 2014-05-28 | $5,490 | $4,801 | $689 | $689 | |
| 40. METHANEX CORP SEDOL 2654416 | 2013-11-19 | 2014-05-28 | $2,317 | $2,563 | -$246 | -$246 | |
| 100. MICROSOFT CORP | 2014-04-11 | 2014-05-28 | $4,005 | $3,945 | $60 | $60 | |
| 130. ORACLE CORP | 2013-11-27 | 2014-05-28 | $5,414 | $4,582 | $832 | $832 | |
| 90. PACKAGING CORP OF AMERICA COM | 2014-03-20 | 2014-05-28 | $6,123 | $6,471 | -$348 | -$348 | |
| 20. POLARIS INDS INC | 2012-05-24 | 2014-05-28 | $2,633 | $1,579 | $1,054 | $1,054 | |
| 50. PROCTER & GAMBLE CO | 2012-12-07 | 2014-05-28 | $4,008 | $3,511 | $497 | $497 | |
| 60. QUALCOMM | 2003-02-02 | 2014-05-28 | $4,823 | $1,195 | $3,628 | $3,628 | |
| 50. QUANTA SVCS INC | 2014-03-28 | 2014-05-28 | $1,709 | $1,842 | -$133 | -$133 | |
| 200. REGIONS FINANCIAL CORP | 2013-07-03 | 2014-05-28 | $2,014 | $1,970 | $44 | $44 | |
| 30. ST JUDE MEDICAL INC | 2014-03-10 | 2014-05-28 | $1,976 | $1,994 | -$18 | -$18 | |
| 50. SCHLUMBERGER LTD COM | 2014-04-11 | 2014-05-28 | $5,106 | $4,853 | $253 | $253 | |
| 40. SHIRE PLC SPONSORED ADR | 2013-09-11 | 2014-05-28 | $6,907 | $4,696 | $2,211 | $2,211 | |
| 70. SKYWORKS SOLUTIONS INC COM | 2014-03-28 | 2014-05-28 | $2,962 | $2,592 | $370 | $370 | |
| 60. SUNTRUST BANKS INC COM | 2014-03-10 | 2014-05-28 | $2,298 | $2,371 | -$73 | -$73 | |
| 20. UNION PAC CORP COM | 2009-09-16 | 2014-05-28 | $3,939 | $1,286 | $2,653 | $2,653 | |
| 30. UNITED TECHNOLOGIES CORP COM | 2009-09-16 | 2014-05-28 | $3,484 | $1,853 | $1,631 | $1,631 | |
| 80. VERIZON COMMUNICATIONS COM | 2013-05-17 | 2014-05-28 | $3,986 | $4,264 | -$278 | -$278 | |
| 10. VISA INC CLASS A SHARES | 2013-02-11 | 2014-05-28 | $2,139 | $1,573 | $566 | $566 | |
| 140. WELLS FARGO & CO NEW COM | 2009-09-16 | 2014-05-28 | $7,076 | $4,025 | $3,051 | $3,051 | |
| 100. WISCONSIN ENERGY CORP | 2012-04-30 | 2014-05-28 | $4,526 | $3,663 | $863 | $863 | |
| 10. WISCONSIN ENERGY CORP | 2010-09-27 | 2014-05-28 | $453 | $290 | $163 | $163 | |
| 70. WYNDHAM WORLDWIDE CORP | 2014-01-21 | 2014-05-28 | $5,102 | $5,178 | -$76 | -$76 | |
| 90. YAHOO! INC COM | 2013-07-23 | 2014-05-28 | $3,133 | $2,491 | $642 | $642 | |
| 50. ZIMMER HOLDINGS INC | 2014-03-17 | 2014-05-28 | $5,147 | $4,728 | $419 | $419 | |
| 80. INVESCO LTD ISIN BMG491BT1088 SEDOL B28XP76 | 2013-05-09 | 2014-05-28 | $2,878 | $2,651 | $227 | $227 | |
| 320. JAZZ PHARMACEUTICALS PLC SEDOL B4Q5ZN4 | 2013-09-11 | 2014-05-28 | $45,535 | $27,504 | $18,031 | $18,031 | |
| 20. ACE LIMITED ISIN CH0044328745 SEDOL B3BQMF6 | 2014-04-11 | 2014-05-28 | $2,065 | $1,970 | $95 | $95 | |
| 70. NXP SEMICONDUCTORS ISIN NL0009538784 SEDOL B505PN7 | 2013-12-23 | 2014-05-28 | $4,325 | $3,164 | $1,161 | $1,161 | |
| 780. B/E AEROSPACE INC | 2013-05-02 | 2014-06-27 | $71,733 | $49,200 | $22,533 | $22,533 | |
| 70. GOOGLE INC-CL C | 2009-09-16 | 2014-06-27 | $40,393 | $16,839 | $23,554 | $23,554 | |
| 40. GOOGLE INC-CL C | 2013-07-03 | 2014-06-27 | $23,082 | $18,428 | $4,654 | $4,654 | |
| 810. METHANEX CORP SEDOL 2654416 | 2013-11-19 | 2014-06-27 | $49,986 | $51,790 | -$1,804 | -$1,804 | |
| 1650. YAHOO! INC COM | 2013-07-23 | 2014-06-27 | $56,578 | $45,674 | $10,904 | $10,904 | |
| 140. SHIRE PLC SPONSORED ADR | 2013-09-11 | 2014-07-16 | $34,513 | $16,437 | $18,076 | $18,076 | |
| 280. SHIRE PLC SPONSORED ADR | 2012-03-21 | 2014-07-16 | $69,025 | $28,830 | $40,195 | $40,195 | |
| 340. ALLERGAN INC | 2009-09-16 | 2014-08-06 | $53,906 | $19,428 | $34,478 | $34,478 | |
| 1210. FRANKLIN RES INC COM | 2013-07-03 | 2014-08-06 | $65,743 | $55,452 | $10,291 | $10,291 | |
| 300. SHIRE PLC SPONSORED ADR | 2012-03-21 | 2014-08-06 | $71,149 | $30,503 | $40,646 | $40,646 | |
| 710. LAS VEGAS SANDS CORP | 2013-10-23 | 2014-08-15 | $48,172 | $50,589 | -$2,417 | -$2,417 | |
| 1420. SUNCOR ENERGY INC ISIN CA8672241079 SEDOL B3NB1P2 | 2014-05-28 | 2014-08-15 | $54,435 | $54,755 | -$320 | -$320 | |
| 540. ZIMMER HOLDINGS INC | 2014-03-17 | 2014-08-15 | $52,459 | $51,058 | $1,401 | $1,401 | |
| 130. HELMERICH & PAYNE INC COM | 2013-02-26 | 2014-08-29 | $13,546 | $8,281 | $5,265 | $5,265 | |
| 40. MICROSOFT CORP | 2013-12-23 | 2014-08-29 | $1,808 | $1,469 | $339 | $339 | |
| 1070. MICROSOFT CORP | 2014-03-10 | 2014-08-29 | $48,353 | $41,477 | $6,876 | $6,876 | |
| 20. MICROSOFT CORP | 2006-12-20 | 2014-08-29 | $904 | $603 | $301 | $301 | |
| . PHARMACIA CORPORATION MERGED 04/16/2003 SEE XXX-XX-XXXX | 2000-12-31 | 2014-09-02 | $426 | $426 | $426 | ||
| 304.875 ARTISAN MID CAP VALUE FUND FD 1464 | 2013-11-21 | 2014-09-04 | $8,601 | $8,040 | $561 | $561 | |
| 3239.967 ARTISAN MID CAP VALUE FUND FD 1464 | 2012-03-21 | 2014-09-04 | $91,399 | $69,821 | $21,578 | $21,578 | |
| 1857.283 PNC SMALL CAP FUND CLASS I | 2013-12-23 | 2014-09-04 | $38,000 | $38,409 | -$409 | -$409 | |
| 908.946 ROWE PRICE NEW HORIZONS FUND INC CAP | 2012-03-27 | 2014-09-04 | $43,184 | $32,958 | $10,226 | $10,226 | |
| 206.609 ROWE PRICE NEW HORIZONS FUND INC CAP | 2013-12-17 | 2014-09-04 | $9,816 | $9,173 | $643 | $643 | |
| 1203.369 ROYCE FD TOTAL RETURN | 2005-02-10 | 2014-09-04 | $20,000 | $14,657 | $5,343 | $5,343 | |
| 2330.928 VOYA MIDCAP OPPORTUNITIES FUND CLASS I | 2012-10-01 | 2014-09-04 | $63,191 | $51,239 | $11,952 | $11,952 | |
| 208.779 VOYA MIDCAP OPPORTUNITIES FUND CLASS I | 2013-12-18 | 2014-09-04 | $5,660 | $5,240 | $420 | $420 | |
| 1210. DELTA AIR LINES INC | 2013-07-26 | 2014-09-12 | $47,797 | $26,215 | $21,582 | $21,582 | |
| 680. UNITED TECHNOLOGIES CORP COM | 2009-09-16 | 2014-09-12 | $73,552 | $42,010 | $31,542 | $31,542 | |
| 1350. SUNTRUST BANKS INC COM | 2014-03-10 | 2014-09-19 | $53,792 | $53,341 | $451 | $451 | |
| 1170. CROWN HOLDINGS INC | 2014-06-27 | 2014-09-22 | $53,979 | $58,091 | -$4,112 | -$4,112 | |
| 1040. CBS CORP CLASS B WI | 2013-05-17 | 2014-09-26 | $56,351 | $53,401 | $2,950 | $2,950 | |
| 1550. ORACLE CORP | 2003-02-02 | 2014-10-01 | $59,032 | $19,573 | $39,459 | $39,459 | |
| 1090. ORACLE CORP | 2013-10-23 | 2014-10-01 | $41,513 | $37,425 | $4,088 | $4,088 | |
| 1480. COCA COLA ENTERPRISES | 2014-03-10 | 2014-10-17 | $61,043 | $69,752 | -$8,709 | -$8,709 | |
| 190. EOG RES INC | 2013-07-26 | 2014-10-17 | $17,969 | $14,469 | $3,500 | $3,500 | |
| 140. EOG RES INC | 2014-04-11 | 2014-10-17 | $13,241 | $13,832 | -$591 | -$591 | |
| 180. MANPOWER GROUP INC | 2014-08-06 | 2014-10-17 | $10,975 | $13,857 | -$2,882 | -$2,882 | |
| 740. MANPOWER GROUP INC | 2013-11-04 | 2014-10-17 | $45,118 | $59,932 | -$14,814 | -$14,814 | |
| 4110.19 ARTISAN MID CAP VALUE FUND FD 1464 | 2012-03-21 | 2014-10-23 | $108,632 | $87,403 | $21,229 | $21,229 | |
| 10893.246 EATON VANCE FLOATING RATE FUND CLASS I | 2013-01-22 | 2014-10-23 | $97,821 | $100,000 | -$2,179 | -$2,179 | |
| 5452.563 EATON VANCE FLOATING RATE FUND CLASS I | 2013-10-31 | 2014-10-23 | $48,964 | $50,000 | -$1,036 | -$1,036 | |
| 4784.459 PIMCO FDS PAC INVT MGMT SER TOTAL RETURN FD INSTL CL | 2013-11-05 | 2014-10-23 | $52,294 | $51,939 | $355 | $355 | |
| 22550.648 PIMCO FDS PAC INVT MGMT SER TOTAL RETURN FD INSTL CL | 2012-03-27 | 2014-10-23 | $246,479 | $255,915 | -$9,436 | -$9,436 | |
| 4321.521 PIMCO UNCONSTRAINED BOND FUND INSTITUTIONAL CLASS | 2013-03-27 | 2014-10-23 | $48,617 | $50,000 | -$1,383 | -$1,383 | |
| 4478.074 PIMCO UNCONSTRAINED BOND FUND INSTITUTIONAL CLASS | 2013-10-31 | 2014-10-23 | $50,378 | $50,375 | $3 | $3 | |
| . DELL COMPUTER CORP NAME CHG 7/22/03 SEE 24702R101 | 2000-12-31 | 2014-10-30 | $241 | $241 | $241 | ||
| 680. HELMERICH & PAYNE INC COM | 2013-02-26 | 2014-11-18 | $53,262 | $43,129 | $10,133 | $10,133 | |
| CAPITAL GAIN DIVIDENDS | $57,654 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $673,301 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $451,844 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $10,411,314 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.043399 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $454,485 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $9,656,202 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047067 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $370,346 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,317,800 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.039746 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $428,367 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $8,298,887 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051617 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $408,811 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,250,826 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.056381 | DistributionYr5Rt |
| Total Distribution | 0.23821 | TotalDistributionRt |
| Average Distribution | 0.047642 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $11,439,932 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $545,021 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $8,823 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $553,844 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $517,299 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $17,646 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $17,646 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $17,646 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $17,802 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $0 | AppliedToEsTaxAmt |
| Total Payments And Credits | $17,802 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $156 | OverpaymentAmt |
| Applied To ES Tax | $156 | 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 | PNCSITES.COM/PNCFOUNDATION/CHARITABLE_TRUSTS. | 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 NA | ||||||
| PO BOX 94651 | CLEVELAND | OH | 441014651 | CO-TRUSTEE | 8 | $41,073 |
| 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 | $11,614,144 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,614,144 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,614,144 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $174,212 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,439,932 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $571,997 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $571,997 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17,646 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $17,646 | TotalTaxAmt |
| Distributable Before Adj | $554,351 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $8,588 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $562,939 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $562,939 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $517,299 | 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 | $517,299 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $517,299 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $562,939 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $481,832 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $517,299 | QualifyingDistributionsAmt |
| Applied To Year1 | $481,832 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $35,467 | 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 | $527,472 | 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 (76 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| EYE & EAR FOUNDATION INC | ||||||||
| 203 LOTHROP STREET | PITTSBURGH | PA | 15261 | NONE | PC | FURTHER RESEARCH FOR HEAD | $40,000 | |
| GLADE RUN LUTERAN | ||||||||
| 5648 FRIENDSHIP AVE | PITTSBURGH | PA | 15206 | NONE | PC | AUTISM SUPPORT EDUCATION | $4,000 | |
| GREATER PITTSBURGH LITERACY COUNCIL | ||||||||
| 100 SHERIDAN SQUARE | PITTSBURGH | PA | 15206 | NONE | PC | GED PREPARATION PROGRAM | $3,500 | |
| JUNIOR ACHIEVEMENT OF WESTERN PA | ||||||||
| ONE ALLEGHNEY CENTER | PITTSBURGH | PA | 15212 | NONE | PC | FINANCIAL LITERACY | $3,000 | |
| LIGHT OF LIFE RESCUE MISSION | ||||||||
| PO BOX 6823 | PITTSBURGH | PA | 152120823 | NONE | PC | EDUCATION & EMPLOYMENT | $4,000 | |
| MAKE-A-WISH FOUNDATION OF PITTSBURGH | ||||||||
| 707 GRANT STREET | PITTSBURGH | PA | 15219 | NONE | PC | WISHMAKERS | $4,000 | FOUNDATION |
| HILLTOP ALLIANCE | ||||||||
| 512 BROWNSVILLE RD | PITTSBURGH | PA | 15236 | NONE | PC | MWCDC - EMERALD TRAIL CORPS | $7,500 | |
| NORTH HILLS COMMUNITY OUTREACH | ||||||||
| 416 LINCOLN AVE | PITTSBURGH | PA | 15209 | NONE | PC | EMERGENCY ASSISTANCE | $4,000 | |
| BETHLEHEM HAVEN | ||||||||
| 905 WATSON ST | PITTSBURGH | PA | 15219 | NONE | PC | STEP UP PROGRAM | $70,000 | |
| BIG BROTHERS BIG SISTERS | ||||||||
| 5989 PENN CIRCLE SOUTH | PITTSBURGH | PA | 152063828 | NONE | PC | 50TH ANNIVERSARY BIG | $7,500 | |
| CHILDREN'S MUSEUM OF PITTSBURGH | ||||||||
| 10 CHILDRENS WAY | PITTSBURGH | PA | 15212 | NONE | PC | YOUTH ENRICHMENT PROGRAMS | $5,000 | |
| COMMUNITIES IN SCHOOLS - PITTSBURGH | ||||||||
| 6435 FRANKSTOWN AVENUE | PITTSBURGH | PA | 15206 | NONE | PC | SITE COORDINATOR - ARSENAL | $2,500 | ALLEGHENY COUNTY |
| EAST END COOPERATIVE MINISTRY | ||||||||
| 250 NORTH HIGHLAND AVENUE | PITTSBURGH | PA | 152063828 | NONE | PC | PROJECT REDISCOVERY | $4,000 | |
| EXTRA MILE EDUCATION FOUNDATION | ||||||||
| 111 NOULEVARD OF THE ALLIES | PITTSBURGH | PA | 152221618 | NONE | PC | SCHOLARSHIP ASSISTANCE | $5,000 | |
| PITTSBURGH PUBLIC THEATER | ||||||||
| OREILLY THEATER | PITTSBURGH | PA | 15222 | NONE | PC | EDUCATION & OUTREACH | $3,000 | |
| SPECIAL OLYMPICS PENNSYLVANIA | ||||||||
| 150 PLEASANT DRIVE | ALIQUIPPA | PA | 15001 | NONE | PC | 2015 WINTER GAMES | $2,916 | |
| SPINA BIFIDA ASSOCIATION OF WESTERN PA | ||||||||
| 1158 DUTILH ROAD | MARS | PA | 16046 | NONE | PC | RESIDENTIAL SERVICES | $5,000 | |
| THE NEIGHBORHOOD ACADEMY | ||||||||
| 709 N AIKEN AVENUE | PITTSBURGH | PA | 15206 | NONE | PC | AFTER-SCHOOL PROGRAM | $5,000 | |
| WOODLANDS FOUNDATION INC | ||||||||
| 134 SHENOT ROAD | PITTSBURGH | PA | 15090 | NONE | PC | PROGRAM SUPPORT | $5,000 | |
| ALLEGHENY VALLEY SCHOOL | ||||||||
| 315 W PROSPECT AVE | PITTSBURGH | PA | 15205 | NONE | PC | PHYSICAL THERAPY EQUIPMENT | $3,500 | |
| CIRCLE C YOUTH AND FAMILY SERVICES | ||||||||
| 2121 NOBLESTOWN RD 100 | PITTSBURGH | PA | 15205 | NONE | PC | THERAPEUTIC SERVICES | $4,000 | |
| THE HOMEWOOD CEMETARY HISTORICAL FUND | ||||||||
| 1634 DALLAS AVE | PITTSBURGH | PA | 15217 | NONE | PC | GENERAL SUPPORT | $1,026 | |
| FAMILY GUIDANCE | ||||||||
| 307 DUFF RD | SEWICKLEY | PA | 15143 | NONE | PC | PROMISE CAMP LEADERSHIP | $3,500 | |
| MOONCREST CHILDREN'S PROGRAM | ||||||||
| 308 HEMLOCK DRIVE | MOON TOWNSHIP | PA | 15108 | NONE | PC | MOONCREST NEIGHBORHOOD | $4,000 | |
| NATIONAL AVIARY | ||||||||
| 700 ARCH ST | PITTSBURGH | PA | 15212 | NONE | PC | ENVIRONMENTAL EDUCATION | $3,500 | |
| THE EDUCATION PARTNERSHIP | ||||||||
| 281 CORLISS ST | PITTSBURGH | PA | 15220 | NONE | PC | 2015 DISTRIBUTION EXPANSION | $7,000 | |
| WATSON INSTITUTE - FRIENDSHIP ACADEMY | ||||||||
| 255 S NEGLEY AVE | PITTSBURGH | PA | 15206 | NONE | PC | INTERACTIVE WEBSITE FOR ASD | $30,000 | |
| ALLIANCE DEFENSE FUND INC | ||||||||
| 15100 N 90 STREET | SCOTTSDALE | AZ | 85260 | NONE | PC | GENERAL SUPPORT | $4,208 | |
| AMERICAS FUTURE FOUNDATION | ||||||||
| 1512 21ST STREET NW | WASHINGTON | DC | 20036 | NONE | PC | GENERAL SUPPORT | $3,156 | |
| AMERICAN CENTER FOR LAW AND JUSTICE | ||||||||
| PO BOX 90555 | WASHINGTON | DC | 200900555 | NONE | PC | GENERAL SUPPORT | $5,786 | |
| AMERICAN CONGRESS FOR TRUTH | ||||||||
| PO BOX 12765 | PENSACOLA | FL | 32591 | NONE | PC | GENERAL SUPPORT | $6,312 | |
| AMERICAN UNITY LEGAL DEFENSE FUND | ||||||||
| PO BOX 420 | WARRENTON | VA | 20188 | NONE | PC | GENERAL SUPPORT | $5,786 | |
| AVOCA MUSEUM AND HISTORICAL SOCIETY | ||||||||
| 1514 MAIN STREET | ALTAVISTA | VA | 24517 | NONE | PC | GENERAL SUPPORT | $4,208 | |
| BILL OF RIGHTS INSTITUTE | ||||||||
| 200 NORTH GLEBE ROAD STE 200 | ARLINGTON | VA | 22203 | NONE | PC | GENERAL SUPPORT | $1,578 | |
| BOY SCOUTS OF AMERICA PINE TREE | ||||||||
| 131 JOHNSON ROAD | PORTLAND | ME | 04102 | NONE | PC | GENERAL SUPPORT | $3,009 | |
| BOY SCOUTS OF AMERICA YANKEE CLIPPER | ||||||||
| 36 AMESBURY ROAD | HAVERHILL | MA | 018302802 | NONE | PC | GENERAL SUPPORT | $1,578 | COUNCIL |
| CATO INSTITUTE | ||||||||
| 1000 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20001 | NONE | PC | GENERAL SUPPORT | $5,260 | |
| CENTER FOR AMERICAN UNITY | ||||||||
| 29 SOUTH CHESTNUT ST | WARRENTON | VA | 20186 | NONE | PC | GENERAL SUPPORT | $2,104 | |
| CITIZENS AGAINST GOVERNMENT WASTE FD | ||||||||
| 1301 CONNECTICUT AVE NW | WASHTINGTON | DC | 20036 | NONE | PC | GENERAL SUPPORT | $1,578 | |
| CLARE BOOTH LUCE POLICY INSTITUTE | ||||||||
| 112 ELDEN STREET STE P | HERNDON | VA | 20170 | NONE | PC | GENERAL SUPPORT | $6,312 | |
| CONCERNED WOMEN FOR AMERICA | ||||||||
| 1015 FIFTEENTH STREET | WASHINGTON | DC | 20005 | NONE | PC | GENERAL SUPPORT | $2,104 | |
| CORAL RIDGE MINISTRIES MEDIA | ||||||||
| 2831 WEST CYPRESS CREEK ROAD | FT LAUDERDALE | FL | 33309 | NONE | PC | GENERAL SUPPORT | $2,104 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| 333 SEVENTH AVENUE | NEW YORK | NY | 100015004 | NONE | PC | GENERAL SUPPORT | $2,104 | |
| EAGLE FORUM EDUCATION AND LEGAL DEF FND | ||||||||
| 7800 BONHOMME AVENUE | ST LOUIS | MO | 63105 | NONE | PC | GENERAL SUPPORT | $15,047 | |
| FOUNDATION FOR ECONOMIC EDUCATION | ||||||||
| 30 SOUTH BROADWAY | IRVINGTON | NY | 10533 | NONE | PC | GENERAL SUPPORT | $4,208 | |
| FREE CONGRESS RESEARCH AND EDUC FDN | ||||||||
| 717 SECOND STREET | WASHINGTON | DC | 20002 | NONE | PC | GENERAL SUPPORT | $3,682 | |
| FOUNDATION OF THE MASSACHUSETTS EYE | ||||||||
| 243 CHARLES STREET | BOSTON | MA | 02114 | NONE | PC | GENERAL SUPPORT | $2,630 | AND EAR INFIRMARY INC |
| FREEDOM ALLIANCE | ||||||||
| 22570 MARKEY COURT | DULLES | VA | 20166 | NONE | PC | GENERAL SUPPORT | $2,104 | |
| DAVID HOROWITZ FREEDOM CENTER | ||||||||
| 14148 MAGNOLIA BLVD | SHERMAN OAKS | CA | 91423 | NONE | PC | GENERAL SUPPORT | $6,312 | |
| FREEDOM WORKS FOUNDATION | ||||||||
| 601 PENNSYLVANIA AVE NW | WASHINGTON | DC | 200042601 | NONE | PC | GENERAL SUPPORT | $5,260 | |
| THE FUND FOR AMERICAN STUDIES | ||||||||
| 1706 NEW HAMPSHIRE AVENUE NW | WASHINGTON | DC | 20009 | NONE | PC | GENERAL SUPPORT | $2,630 | |
| HERITAGE FOUNDATION | ||||||||
| 214 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 200024999 | NONE | PC | GENERAL SUPPORT | $9,468 | |
| HILLSDALE COLLEGE | ||||||||
| 33 EAST COLLEGE MOSS HALL | HILLSDALE | MO | 49242 | NONE | PC | GENERAL SUPPORT | $5,260 | |
| HISTORICAL SOCIETY OF WESTERN | ||||||||
| 1212 SMALLMAN STREET | PITTSBURGH | PA | 15222 | NONE | PC | GENERAL SUPPORT | $526 | PENNSYLVANIA |
| HOLLINS UNIVERSITY CORPORATION | ||||||||
| PO BOX 9625 | ROANOKE | VA | 240201625 | NONE | PC | GENERAL SUPPORT | $2,104 | |
| HOWARD CENTER FOR FAMILY | ||||||||
| 934 NORTH MAIN STREET | ROCKFORD | IL | 611037061 | NONE | PC | GENERAL SUPPORT | $1,578 | |
| JUDICIAL WATCH | ||||||||
| 425 3RD STREET SW STE 400 | WASHINGTON | DC | 20024 | NONE | PC | GENERAL SUPPORT | $5,260 | |
| LEADERSHIP INSTITUTE | ||||||||
| 1101 N HIGHLAND STREET | ARLINGTON | VA | 22201 | NONE | PC | GENERAL SUPPORT | $10,520 | |
| LUDWIG VON MISES INSTITUTE FOR AUSTRIAN | ||||||||
| 518 WEST MAGNOLIA | AUBURN | AL | 36832 | NONE | PC | GENERAL SUPPORT | $3,156 | ECONOMICS INC |
| MAINE HERITAGE POLICY CENTER | ||||||||
| PO BOX 7829 | PORTLAND | ME | 04112 | NONE | PC | GENERAL SUPPORT | $15,791 | |
| MEDIA RESEARCH CENTER INC | ||||||||
| 325 SOUTH PATRICK STREET | ALEXANDRIA | VA | 223143580 | NONE | PC | GENERAL SUPPORT | $10,520 | |
| NATIONAL RIGHT TO WORK LEGAL DEF FDN | ||||||||
| 8001 BRADDOCK ROAD | SPRINGFIELD | VA | 22160 | NONE | PC | GENERAL SUPPORT | $10,520 | |
| MERCATUS CENTER AT GEORGE MASON | ||||||||
| 3301 NORTH FAIRFAX DR | ARLINGTON | VA | 22201 | NONE | PC | GENERAL SUPPORT | $5,260 | UNIVERSITY |
| NATIONAL INSTITUTE FOR LABOR RELATION | ||||||||
| 8001 BRADDOCK ROAD | SPRINGFIELD | VA | 22160 | NONE | PC | GENERAL SUPPORT | $3,682 | |
| PARENTS TELEVISION COUNCIL INC | ||||||||
| 707 WILSHIRE BLVD | LOS ANGELES | CA | 90017 | NONE | PC | GENERAL SUPPORT | $3,156 | |
| GUIDEPOSTS FOUNDATION INC | ||||||||
| 39 SEMINARY HILL RD | CARMEL | NY | 15012 | NONE | PC | PEALE CTR FOR CHRISTIAN | $526 | |
| PIONEER INSTITUTE INC | ||||||||
| 85 DEVONSHIRE STREET | BOSTON | MA | 02109 | NONE | PC | GENERAL SUPPORT | $13,150 | |
| PRISON FELLOWSHIP MINISTRIES | ||||||||
| PO BOX 1550 | MERRIFIELD | VA | 221161550 | NONE | PC | GENERAL SUPPORT | $2,630 | |
| PUBLIC SERVICE RESEARCH FOUNDATION | ||||||||
| 320-D MAPLE AVENUE EAST | VIENNA | VA | 22180 | NONE | PC | GENERAL SUPPORT | $2,630 | |
| RUTHERFORD INSTITUTE | ||||||||
| PO BOX 7482 | CHARLOTTESVILLE | VA | 22906 | NONE | PC | GENERAL SUPPORT | $1,578 | |
| SOUTHEASTERN LEGAL FOUNDATION | ||||||||
| 6100 LAKE FORREST DR NW | ATLANTA | GA | 30328 | NONE | PC | GENERAL SUPPORT | $13,150 | |
| WASHINGTON LEGAL FOUNDATION | ||||||||
| 2009 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20036 | NONE | PC | GENERAL SUPPORT | $13,150 | |
| YOUNG AMERICA'S FOUNDATION | ||||||||
| 110 ELDEN STREET | HERNDON | VA | 20170 | NONE | PC | GENERAL SUPPORT | $7,890 | |
| APOA FOUNDATION | ||||||||
| 421 AVIATION WAY | FREDERICK | MD | 21701 | NONE | PC | GENERAL SUPPORT | $526 | |
| AMERICANS FOR PROSPERITY FDN | ||||||||
| 2111 WILSON BLVD STE 350 | ARLINGTON | VA | 22201 | NONE | PC | GENERAL SUPPORT | $3,682 | |
| INSTITUTE FOR FOREIGN POLICY | ||||||||
| 675 MASS AVE 10TH FLOOR | CAMBRIDGE | MA | 02139 | NONE | PC | GENERAL SUPPORT | $4,208 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $490,423 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RECOVERY OF GRANTS | Desc |
| Related Or Exempt Function Incm | $8,588 | RelatedOrExemptFunctionIncmAmt |
| 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 | $230,131 | 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 | $673,301 | 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 | $903,432 | ExclusionAmt |
| Related Or Exempt Function Incm | $8,588 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $912,020 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1A | LineNumberTxt |
| Relationship Statement | RECOVERY OF PRIOR YEAR GRANT PAID | RelationshipStatementTxt |
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 | $4,455,955 | EOYBookValueAmt |
| EOYFMV | $6,113,724 | 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 | $1,956,010 |
| MUTUAL FUNDS - EQUITY | AT COST | $2,971,898 | $3,595,178 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES - PRINCIPAL (ALLOCA | CategoryTxt |
| Legal Fees | $6,340 | LegalFeesAmt |
| Disbursements Charitable Prps | $6,340 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DIFF BETWEEN CARRYING VALUE AND TAX COST | $156,544 |
| ROUNDING ADJ FOR SALES AND TRANSACTIONS | $4 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RECOVERY OF GRANTS | Desc |
| Revenue And Expenses Per Books | $8,588 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $619 | $619 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $9,250 | $0 | $0 |