THE THEOPHILUS & MARIE COVER WHITE MEMORIAL FUND: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- THE THEOPHILUS & MARIE COVER WHITE MEMORIAL FUND (EIN 52-6332718)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-04-23
- IRS object ID
- 201441139349100314
- Schema version
- 2013v3.0
- 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
- All Oth Prog Rltd Investments Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-04-23T12:30:50-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 526332718 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHITE MEMORIAL FUND | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WHIT | BusinessNameControlTxt |
| Phone | 4127685892 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O PNC BANK 620 LIBERTY AVE NO | AddressLine1 |
| Address Line2 | 10THFL | AddressLine2 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 152222705 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN W ALRUTZ | PersonNm |
| Person Title | ASSISTANT VICE PRESIDENT | PersonTitleTxt |
| Phone | 4127685892 | PhoneNum |
| Signature | 2014-04-23 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,273,567 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $14 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $14 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $23,262 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $23,262 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $135,794 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $718,669 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $139,662 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,305 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $186 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $161,375 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $163,124 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $8,232 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $7,820 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $412 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $543 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $23 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,775 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,843 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $412 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $52,605 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $52,605 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $61,380 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,843 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $53,017 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $99,995 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $155,281 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $27,532 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $28,457 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $28,457 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $226,155 | CorporateStockBOYAmt |
| Corporate Stock EOY | $229,621 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $302,072 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $779,151 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $874,755 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $943,038 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,032,838 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,132,833 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,273,567 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,018,206 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,117,920 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $14,632 | RetainedEarningBOYAmt |
| Retained Earning EOY | $14,913 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,032,838 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,132,833 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,032,838 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,132,833 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,032,838 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $99,995 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,132,833 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,132,833 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SALES OF PUBLICLY TRADED SECURITIES | P | $711,944 | $580,420 | $131,524 | $131,524 |
| CLASS ACTION SETTLEMENT PROCEEDS | P | $1,461 | $50 | $1,411 | $1,411 |
| SECTION 1231 GAIN FROM PLAINS ALL AMERICAN PARTNERSHIP | P | $2 | $2 | $2 | |
| CAPITAL GAINS DIVIDENDS | P | $6,725 | $6,725 | $6,725 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $139,662 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $51,846 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,094,924 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047351 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $47,415 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,082,373 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.043807 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $45,786 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,008,149 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.045416 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $51,920 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $943,637 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.055021 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $78,866 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,225,733 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.064342 | DistributionYr5Rt |
| Total Distribution | 0.255937 | TotalDistributionRt |
| Average Distribution | 0.051187 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,174,881 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $60,139 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,553 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $61,692 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $53,017 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,106 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,106 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,106 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,040 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,040 | TotalPaymentsAndCreditsAmt |
| Tax Due | $2,066 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | PNCSITES.COM/PNCFOUNDATION/CHARITABLE_TRUSTS.HTML | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PNC BANK NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4127685892 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 620 LIBERTY AVENUE 10TH FLOOR | AddressLine1 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 152222705 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| PNC BANK NA | ||||||||
| 620 LIBERTY AVENUE | PITTSBURGH | PA | 15222 | TRUSTEE | 1.00 | $8,232 | $0 | $0 |
| THOMAS TRZCINSKI | ||||||||
| C/O PNC BANK TWO HOPKINS PLAZA | BALTIMORE | MD | 21202 | TRUSTEE/CHAIRMAN | 1.00 | $0 | $0 | $0 |
| MICHAEL CATHER | ||||||||
| C/O PNC BANK TWO HOPKINS PLAZA | BALTIMORE | MD | 21202 | TRUSTEE/SECRETARY | 1.00 | $0 | $0 | $0 |
| JOEL SIMON | ||||||||
| C/O PNC BANK TWO HOPKINS PLAZA | BALTIMORE | MD | 21202 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| SARAH FAWCETT-LEE | ||||||||
| C/O PNC BANK TWO HOPKINS PLAZA | BALTIMORE | MD | 21202 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MALINDA SMALL | ||||||||
| C/O PNC BANK TWO HOPKINS PLAZA | BALTIMORE | MD | 21202 | TRUSTEE | 1.00 | $0 | $0 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,192,773 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,192,773 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,192,773 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,892 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,174,881 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $58,744 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $58,744 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,106 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,106 | TotalTaxAmt |
| Distributable Before Adj | $55,638 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $55,638 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $55,638 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $53,017 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $53,017 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $53,017 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $55,638 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $52,605 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $53,017 | QualifyingDistributionsAmt |
| Applied To Year1 | $52,605 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $412 | 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 | $55,226 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PNC CHARITABLE TRUST GRANT REVIEW C | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PNC BANK 249 FIFTH AVENUE 20TH | AddressLine1 |
| Address Line2 | FLOOR | AddressLine2 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 15222 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4127688248 | RecipientPhoneNum |
| Form And Info And Materials | SEE WEBSITE:WWW.PNCSITES.COM/PNCFOUNDATION/CHARITABLE_TRUSTS.HTML FOR CONTACT INFORMATION, APPLICATION, SUBMISSION GUIDELINES AND DEADLINES. ORGANIZATIONS INTERESTED IN SUBMITTING A GRANT PROPOSAL ARE URGED TO CONTACT THE CHARITABLE TRUST GRANT REVIEW COMMITTEE PRIOR TO SUBMITTING. | 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 (6 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| GILCHRIST HOSPICE CARE | |||||||
| 11311 MCCORMICK ROAD | HUNT VALLEY | MD | 21031 | NONE | PUBLIC CHARITY | TO PROVIDE END OF LIFE CARE REGARDLESS OF INSURANCE LIMITATIONS OR ABILITY TO PAY AND SUPPORT AND CARE FOR GRIEVING FAMILIES AND CAREGIVERS. | $8,767 |
| JOHNS HOPKINS HOSPITAL | |||||||
| 4940 EASTERN AVENUE | BALTIMORE | MD | 21224 | NONE | PUBLIC CHARITY | TO COVER A VARIETY OF CRITICAL, BUT UNISURED COSTS OF LOW INCOME, ELDERLY PATIENTS. | $8,767 |
| LIFEBRIDGE HEALTHSINAI HOSPITAL | |||||||
| 2401 WEST BELVEDERE AVENUE | BALTIMORE | MD | 21215 | NONE | PUBLIC CHARITY | TO COVER COSTS OF TRANSPORTATION, HOME INFUSION, MEDICAL EQUIPMENT AND PRESCRIPTION DRUG NEEDS OF ELDERLY PATIENTS AND TO REPLACE THE PHOTOPTOR. | $8,767 |
| MERCY MEDICAL CENTER | |||||||
| 301 ST PAUL PLACE | BALTIMORE | MD | 21202 | NONE | PUBLIC CHARITY | TO CONTINUE EFFORTS TO SERVE THE ELDERLY SICK AND POOR IN BALTIMORE CITY ALLOWING THEM TO BE DISCHARGED, RETURN HOME SAFELY WITH A FEW VISITS BY A NURSE TO HELP PATIENTS WITH MEDICAL EQUIPMENT, PROVIDE SHOES AND CLOTHING FOR PATIENTS TO WEAR HOME, PROVIDE TAXI VOUCHERS FOR TRANSPORTATION TO AND FROM TREATMENTS. | $8,768 |
| ST AGNES HOSPITAL FOUNDATION | |||||||
| 900 CATON AVENUE BOX 123 | BALTIMORE | MD | 21229 | NONE | SO I | TO SUPPORT PHYSICAL AND OCCUPATIONAL THERAPY NEEDS INCLUDING CO-PAY ASSISTANCE, ADAPTIVE EQUIPMENT AND ASSISTIVE DEVICES FOR ELDERLY PATIENTS. | $8,768 |
| UNION MEMORIAL HOSPITAL | |||||||
| 201 EAST UNIVERSITY PKWY | BALTIMORE | MD | 21218 | NONE | PUBLIC CHARITY | TO HELP FUND A PORTION OF THE COST TO CREATE A PATIENT ASSISTANCE RESOURCE CENTER. | $8,768 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $52,605 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $23,262 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $116 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $135,794 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| CLASS ACTION PROCEEDS | 14 | $1,411 |
| REFUND OF FEDERAL EXCISE TAX | 14 | $778 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $161,375 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $161,375 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
| Amt | $0 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCK | StockNm |
| EOY Book Value | $229,621 | EOYBookValueAmt |
| EOYFMV | $302,072 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS FIXED | AT COST | $395,128 | $384,558 |
| MUTUAL FUNDS EQUITY | AT COST | $454,927 | $533,633 |
| LIMITED PARTNERSHIPS | AT COST | $0 | $0 |
| MUTUAL FUNDS BALANCED | AT COST | $24,700 | $24,847 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERSHIP DISTRIBUTION | $116 | $0 | $116 |
| PLAINS ALL AMERICAN ORDINARY BUSINESS INCOME/LOSS | $184 | ||
| PLAINS ALL AMERICAN OTHER PORTFOLIO INCOME | $2 | ||
| CLASS ACTION PROCEEDS | $1,411 | $1,411 | |
| REFUND OF FEDERAL EXCISE TAX | $778 | $778 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ESTIMATED FEDERAL EXCISE TAX | $520 | $0 | $0 |
| FOREIGN TAX WITHHELD | $23 | $23 | $0 |