JOHN E & SUE M JACKSON CHARITABLE TRUST: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: JOHN E & SUE M JACKSON CHARITABLE TRUST (EIN 25-6019484)
Tax period: 2012-01-01 to 2012-12-31
Filed: 2013-04-01
IRS object ID: 201340919349100009
Schema version: 2012v2.1
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
Accounting Fees Schedule
All Oth Prog Rltd Investments Sch
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Investments Other Schedule2
Legal Fees Schedule
Other Decreases Schedule
Other Expenses Schedule
Other Income Schedule2
Other Increases Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-04-01T10:26:03-05:00	Timestamp
Tax Period End Date	2012-12-31	TaxPeriodEndDate
Return Type	990PF	ReturnType
Tax Period Begin Date	2012-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	256019484	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	JOHN E & SUE M JACKSON CHARITABLE TR PNC BANK NA	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	JACK	NameControl
Phone	8006228036	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 94651	AddressLine1
City	CLEVELAND	City
State	OH	State
ZIP Code	441014651	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	TIMOTHY VARNER	Name
Title	OFFICER	Title
Phone	8006228036	Phone
Date Signed	2013-04-01	DateSigned

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	9799128	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Not Required To Attach Schedule B	X	NotRequiredToAttachScheduleB
Dividends Rev And Expnss	206444	DividendsRevAndExpnss
Dividends Net Invst Incm	206444	DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss	1200971	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	6292542	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	1200971	CapitalGainNetIncmNetInvstIncm
Other Income Rev And Expnss	164	OtherIncomeRevAndExpnss
Other Income Net Invst Incm	164	OtherIncomeNetInvstIncm
Total Revenue And Expenses	1407579	TotalRevenueAndExpenses
Total Net Investment Income	1407579	TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss	37811	CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm	18905	CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps	18906	CompOfcrDirTrstDsbrsChrtblPrps
Legal Fees Rev And Expnss	5950	LegalFeesRevAndExpnss
Legal Fees Net Invst Incm	0	LegalFeesNetInvstIncm
Legal Fees Dsbrs Chrtbl Prps	5950	LegalFeesDsbrsChrtblPrps
Accounting Fees Rev And Expnss	700	AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm	0	AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps	700	AccountingFeesDsbrsChrtblPrps
Taxes Rev And Expnss	6440	TaxesRevAndExpnss
Taxes Net Invst Incm	269	TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps	0	TaxesDsbrsChrtblPrps
Other Expenses Rev And Expnss	44	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	44	OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps	0	OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	50945	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	19218	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	25556	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	428929	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	428929	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	479874	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	19218	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	454485	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	927705	ExcessOfRevenueOverExpenses
Net Investment Income	1388361	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Savings And Temp Cash Invst BOY	266318	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	145249	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	145249	SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY	7199348	InvestmentsCorpStockBOY
Investments Corp Stock EOY	6989179	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	8114446	InvestmentsCorpStockEOYFMV
Investments Corp Bonds BOY	0	InvestmentsCorpBondsBOY
Investments Corp Bonds EOY	1408306	InvestmentsCorpBondsEOY
Investments Corp Bonds EOYFMV	1412293	InvestmentsCorpBondsEOYFMV
Investments Other BOY	300000	InvestmentsOtherBOY
Investments Other EOY	150000	InvestmentsOtherEOY
Investments Other EOYFMV	127140	InvestmentsOtherEOYFMV
Total Assets BOY	7765666	TotalAssetsBOY
Total Assets EOY	8692734	TotalAssetsEOY
Total Assets EOYFMV	9799128	TotalAssetsEOYFMV
Total Liabilities BOY	0	TotalLiabilitiesBOY
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Capital Stock BOY	7765666	CapitalStockBOY
Capital Stock EOY	8692734	CapitalStockEOY
Paid In Or Capital Surplus BOY	0	PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY	0	PaidInOrCapitalSurplusEOY
Retained Earnings BOY	0	RetainedEarningsBOY
Retained Earnings EOY	0	RetainedEarningsEOY
Total Net Assets BOY	7765666	TotalNetAssetsBOY
Total Net Assets EOY	8692734	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	7765666	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	8692734	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	7765666	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	927705	ExcessOfRevenueOverExpenses
Other Increases	12	OtherIncreases
Subtotal	8693383	Subtotal
Other Decreases	649	OtherDecreases
Total Net Assets Fund Balances EOY	8692734	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)

Description Of AssetDescriptionOfAsset	How AcquiredHowAcquired	Gross Sales PriceGrossSalesPrice	Cost Or Other BasisCostOrOtherBasis	Gain Or LossGainOrLoss	Gains Minus Excess Or LossesGainsMinusExcessOrLosses
SALES OF PUBLICLY TRADED SECURITIES	P	6283551	5091571	1191980	1191980
CAPITAL GAINS DIVIDENDS	P	8991		8991	8991

Field	Value	IRS element (for citing)
Capital Gain Net Income	1200971	CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	0	LiableFor4942Tax
Qualifying Distributions Year1	370346	QualifyingDistributionsYear1
Noncharitable Assets Year1	9317800	NoncharitableAssetsYear1
Distribution Ratio Year1	0.039746	DistributionRatioYear1
Qualifying Distributions Year2	428367	QualifyingDistributionsYear2
Noncharitable Assets Year2	8298887	NoncharitableAssetsYear2
Distribution Ratio Year2	0.051617	DistributionRatioYear2
Qualifying Distributions Year3	408811	QualifyingDistributionsYear3
Noncharitable Assets Year3	7250826	NoncharitableAssetsYear3
Distribution Ratio Year3	0.056381	DistributionRatioYear3
Qualifying Distributions Year4	537540	QualifyingDistributionsYear4
Noncharitable Assets Year4	9755035	NoncharitableAssetsYear4
Distribution Ratio Year4	0.055104	DistributionRatioYear4
Qualifying Distributions Year5	645630	QualifyingDistributionsYear5
Noncharitable Assets Year5	11999990	NoncharitableAssetsYear5
Distribution Ratio Year5	0.053803	DistributionRatioYear5
Total Distribution Ratio	0.256651	TotalDistributionRatio
Average Distribution Ratio	0.051330	AverageDistributionRatio
Net Noncharitable Assets	9656202	NetNoncharitableAssets
Adjusted Noncharitable Assets	495653	AdjustedNoncharitableAssets
One Percent Net Investment Income	13884	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	509537	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	454485	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Investment Income Excise Tax	27767	InvestmentIncomeExciseTax
Tax Under Section511	0	TaxUnderSection511
Subtotal	27767	Subtotal
Subtitle A Tax	0	SubtitleATax
Tax Based On Investment Income	27767	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	3700	EstTaxPaymentsAndOverpayment
Total Credits And Payments	3700	TotalCreditsAndPayments
Tax Due	24067	TaxDue

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	0	LegislativePoliticalActivities
More Than100 Spent	0	MoreThan100Spent
Form1120 POL Filed	0	Form1120POLFiled
Sect4955 Tax On Organization	0	Sect4955TaxOnOrganization
Sect4955 Tax On Managers	0	Sect4955TaxOnManagers
Reimbursement Of Tax	0	ReimbursementOfTax
Activities Not Prev Reported	0	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	0	UnrelatedBusIncomeOver1000
Termination Etc	0	TerminationEtc
Requirements Of Sect508e	1	RequirementsOfSect508e
At Least5000 In Assets	1	AtLeast5000InAssets
States Filed With	PA	StatesFiledWith
Form990 PF Filed With AG	1	Form990PFFiledWithAG
Private Operating Foundation	0	PrivateOperatingFoundation
New Substantial Contributors	0	NewSubstantialContributors
Interest In Controlled Entity	0	InterestInControlledEntity
Applicable Insurance Contract	0	ApplicableInsuranceContract
Comply With Public Inspection Rqr	1	ComplyWithPublicInspectionRqr
Website Address	WWW.PNC.COM	WebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	PNC BANK NA	BusinessNameLine1

Field	Value	IRS element (for citing)
Books In Care Of Phone Number	8006228036	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 94651	AddressLine1
City	CLEVELAND	City
State	OH	State
ZIP Code	441014651	ZIPCode

Field	Value	IRS element (for citing)
Foreign Bank	0	ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

Field	Value	IRS element (for citing)
Sale Or Exchange With Dsqfly Person	0	SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person	0	BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person	0	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	1	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	0	TransferAssetsToDsqflyPerson
Payment To Government Offical	0	PaymentToGovernmentOffical
Acts Fail To Qualify As Exceptions	0	ActsFailToQualifyAsExceptions
Uncorrected Prior Acts	0	UncorrectedPriorActs
Undistributed Income Prior Years	0	UndistributedIncomePriorYears
Business Holdings	0	BusinessHoldings
Jeopardy Investments	0	JeopardyInvestments
Uncorrected Jeopardy Investments	0	UncorrectedJeopardyInvestments
Influence Legislation	0	InfluenceLegislation
Influence Election	0	InfluenceElection
Grants To Individuals	0	GrantsToIndividuals
Grants To Organizations	0	GrantsToOrganizations
Noncharitable Purpose	0	NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract	0	RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract	0	PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn	0	ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitle	Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition	CompensationCompensation	Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc	Expense Account Other AllowancesExpenseAccountOtherAllowances
PNC BANK NA
PO BOX 94651	CLEVELAND	OH	441014651	CO-TRUSTEE	5.00	37811	0	0
POLLY TOWNSEND
34 PROCTOR STREET	MANCHESTER	MA	019441446	CO-TRUSTEE	1.00	0	0	0
WILLIAM R JACKSON JR
55 BURBANK LANE	YARMOUTH	ME	040965927	CO-TRUSTEE	1.00	0	0	0

Field	Value	IRS element (for citing)
Comp Of Highest Paid Empl NONE	NONE	CompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k	0	TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONE	NONE	CompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k	0	TotNumberOfCntrctPaidOver50k

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

Field	Value	IRS element (for citing)
Description1	N/A	Description1
Expenses1	0	Expenses1

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Field	Value	IRS element (for citing)
Description1	N/A	Description1
Amount1	0	Amount1
All Oth Prog Rltd Investments Total	0	AllOthProgRltdInvestmentsTotal
Total	0	Total

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	9803251	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	0	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	9803251	TotalFMVOfUnusedAssets
Reduction Claimed	0	ReductionClaimed
Acquisition Indebtedness	0	AcquisitionIndebtedness
Adj Total FMV Of Unused Assets	9803251	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	147049	CashDeemedCharitable
Net Noncharitable Assets	9656202	NetNoncharitableAssets
Minimum Investment Return	482810	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	482810	MinimumInvestmentReturn
Tax Based On Investment Income	27767	TaxBasedOnInvestmentIncome
Total Tax	27767	TotalTax
Distributable Amount Before Adj	455043	DistributableAmountBeforeAdj
Recoveries Qlfy Distributions	0	RecoveriesQlfyDistributions
Distributable Amount Before Ded	455043	DistributableAmountBeforeDed
Deduction Fr Distributable	$0	DeductionFrDistributableAmount
Distributable Amount As Adjusted	455043	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	454485	ExpensesAndContributions
Program Related Investments Total	0	ProgramRelatedInvestmentsTotal
Qualifying Distributions	454485	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	0	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	454485	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	455043	DistributableAmountAsAdjusted
Undistributed Income Prior Year	428848	UndistributedIncomePriorYear
Total For Prior Years	0	TotalForPriorYears
Total Excess Distri Carryover	0	TotalExcessDistriCarryover
Qualifying Distributions	454485	QualifyingDistributions
Applied To Year1	428848	AppliedToYear1
Applied To Prior Years	0	AppliedToPriorYears
Treated As Distri From Corpus	0	TreatedAsDistriFromCorpus
Applied To Current Year	25637	AppliedToCurrentYear
Remaining Distri From Corpus	0	RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus	0	ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY	0	ExcessDistriCyovAppliedCY
Total Corpus	0	TotalCorpus
Prior Year Undistributed Income	0	PriorYearUndistributedIncome
Prior Year Deficiency Or Tax	0	PriorYearDeficiencyOrTax
Taxable Amount1	0	TaxableAmount1
Taxable Amount2	0	TaxableAmount2
Undistributed Income CY	429406	UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g3	0	DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year5	0	ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year	0	ExcessDistriCyovToNextYear

Supplementary Information SupplementaryInformation

Appication Submission Info AppicationSubmissionInfo

Field	Value	IRS element (for citing)
Recipient Name	SHAUN BYRNE PNC BANK NA	RecipientName

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	2 PNC PLAZA 620 LIBERTY AVE	AddressLine1
City	PITTSBURGH	City
State	PA	State
ZIP Code	15222	ZIPCode

Field	Value	IRS element (for citing)
Recipient Phone Number	4127688248	RecipientPhoneNumber
Form And Info And Materials	APPLICATION SHOULD BE SUBMITTED IN THE FORM OF A LETTER REQUEST INDICATING THE PURPOSE OF THE CONTRIBUTION.	FormAndInfoAndMaterials
Submission Deadlines	NONE	SubmissionDeadlines
Restrictions On Awards	NONE	RestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (76 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount
AMERICAS FUTURE FOUNDATION
1512 21ST STREET NW	WASHINGTON	DC	20036	N/A	PUBLIC CHARITY	GENERAL SUPPORT	$2,952
INSTITUTE FOR FOREIGN POLICY
675 MASS AVE 10TH FL	CAMBRIDGE	MA	02139	N/A	PUBLIC CHARITY	GENERAL SUPPORT	$2,460
CONCERNED WOMEN FOR AMERICA
1015 FIFTEENTH STREET RM 1100	WASHINGTON	DC	20005	N/A	PUBLIC CHARITY	GENERAL SUPPORT	$1,968
CORAL RIDGE MINISTRIES MEDIA
2831 WEST CYPRESS CREEK ROAD	FT LAUDERDALE	FL	33309	N/A	PUBLIC CHARITY	GENERAL SUPPORT	$1,968
DOCTORS WITHOUT BORDERS
333 SEVENTH AVENUE 2ND FL	NEW YORK	NY	100015004	N/A	PUBLIC CHARITY	GENERAL SUPPORT	$1,968
EAGLE FORUM EDUCATION AND LEGAL DEF FDN
7800 BONHOMME AVENUE	ST LOUIS	MO	63105	N/A	PUBLIC CHARITY	GENERAL SUPPORT	$7,380
FOUNDATION FOR ECONOMIC EDUCATION
30 SOUTH BROADWAY	IRVINGTONONHUDSON	NY	10533	N/A	PUBLIC CHARITY	GENERAL SUPPORT	$3,936
FOUNDATION OF THE MASSACHUSETTS EYE AND EAR INFIRMARY INC
243 CHARLES STREET	BOSTON	MA	02114	N/A	PUBLIC CHARITY	GENERAL SUPPORT	$2,460
FREE CONGRESS RESEARCH AND EDUC FDN
717 SECOND STREET	WASHINGTON	DC	20002	N/A	PUBLIC CHARITY	GENERAL SUPPORT	$2,460
FREEDOM ALLIANCE
22570 MARKEY COURT	DULLES	VA	20166	N/A	PUBLIC CHARITY	GENERAL SUPPORT	$1,968
DAVID HOROWITZ FREEDOM CENTER
14148 MAGNOLIA BLVD	SHERMAN OAKS	CA	91423	N/A	PUBLIC CHARITY	GENERAL SUPPORT	$3,444
FREEDOM WORKS FOUNDATION
601 PENNSYLVANIA AVE NW NORTH BLDG	WASHINGTON	DC	200042601	N/A	PUBLIC CHARITY	GENERAL SUPPORT	$4,920
THE FUND FOR AMERICAN STUDIES
1706 NEW HAMPSHIRE AVENUE NW	WASHINGTON	DC	20009	N/A	PUBLIC CHARITY	GENERAL SUPPORT	$2,460
HERITAGE FOUNDATION
214 MASSACHUSETTS AVENUE NW	WASHINGTON	DC	200024999	N/A	PUBLIC CHARITY	GENERAL SUPPORT	$14,759
HILLSDALE COLLEGE
33 EAST COLLEGE MOSS HALL	HILLSDALE	MI	49242	N/A	PUBLIC CHARITY	GENERAL SUPPORT	$4,920
HISTORICAL SOCIETY OF WESTERN PENNS
1212 SMALLMAN STREET	PITTSBURGH	PA	15222	N/A	PUBLIC CHARITY	GENERAL SUPPORT	$492
HOLLINS UNIVERSITY CORPORATION
PO BOX 9625	ROANOKE	VA	240201625	N/A	PUBLIC CHARITY	GENERAL SUPPORT	$1,968
THE HOMEWOOD CEMETERY HISTORICAL FUND
1634 DALLAS AVE	PITTSBURGH	PA	15217	N/A	PUBLIC CHARITY	GENERAL SUPPORT	$992
HOWARD CENTER FOR FAMILY
934 NORTH MAIN STREET	ROCKFORD	IL	611037061	N/A	PUBLIC CHARITY	GENERAL SUPPORT	$1,968
JUDICIAL WATCH
425 3RD STREET SW STE 400	WASHINGTON	DC	20024	N/A	PUBLIC CHARITY	GENERAL SUPPORT	$4,920
LEADERSHIP INSTITUTE
1101 N HIGHLAND STREET	ARLINGTON	VA	22201	N/A	PUBLIC CHARITY	GENERAL SUPPORT	$9,839
LUDWIG VON MISES INSTITUTE FOR AUSTRIAN ECONOMICS INC
518 WEST MAGNOLIA	AUBURN	AL	36832	N/A	PUBLIC CHARITY	GENERAL SUPPORT	$2,952
MAINE HERITAGE POLICY CENTER
PO BOX 7829	PORTLAND	ME	04112	N/A	PUBLIC CHARITY	GENERAL SUPPORT	$9,839
MEDIA RESEARCH CENTER INC
325 SOUTH PATRICK STREET	ALEXANDRIA	VA	223143580	N/A	PUBLIC CHARITY	GENERAL SUPPORT	$9,839
MERCATUS CENTER AT GEORGE MASON UNIVERSITY
3301 NORTH FAIRFAX DR STE 450	ARLINGTON	VA	22201	N/A	PUBLIC CHARITY	GENERAL SUPPORT	$4,920
NATIONAL RIGHT TO WORK LEGAL DEF FDN
8001 BRADDOCK ROAD	SPRINGFIELD	VA	22160	N/A	PUBLIC CHARITY	GENERAL SUPPORT	$9,839
NATIONAL INSTITUTE FOR LABOR RELATION
8001 BRADDOCK ROAD	SPRINGFIELD	VA	22160	N/A	PUBLIC CHARITY	GENERAL SUPPORT	$3,444
PARENTS TELEVISION COUNCIL INC
707 WILSHIRE BLVD	LOS ANGELES	CA	90017	N/A	PUBLIC CHARITY	GENERAL SUPPORT	$2,460
PIONEER INSTITUTE INC
85 DEVONSHIRE STREET 8TH FL	BOSTON	MA	02109	N/A	PUBLIC CHARITY	GENERAL SUPPORT	$9,839
PRISON FELLOWSHIP MINISTRIES
PO BOX 1550	MERRIFIELD	VA	221161550	N/A	PUBLIC CHARITY	GENERAL SUPPORT	$2,460
PUBLIC SERVICE RESEARCH FOUNDATION
320-D MAPLE AVENUE EAST	VIENNA	VA	22180	N/A	PUBLIC CHARITY	GENERAL SUPPORT	$2,460
RUTHERFORD INSTITUTE
PO BOX 7482	CHARLOTTESVILLE	VA	22906	N/A	PUBLIC CHARITY	GENERAL SUPPORT	$1,968
SOUTHEASTERN LEGAL FOUNDATION
6100 LAKE FORREST DR NW	ATLANTA	GA	30328	N/A	PUBLIC CHARITY	GENERAL SUPPORT	$9,839
WASHINGTON LEGAL FOUNDATION
2009 MASSACHUSETTS AVE NW	WASHINGTON	DC	20036	N/A	PUBLIC CHARITY	GENERAL SUPPORT	$9,839
YOUNG AMERICA'S FOUNDATION
110 ELDEN STREET	HERNDON	VA	20170	N/A	PUBLIC CHARITY	GENERAL SUPPORT	$7,380
GUIDEPOSTS FOUNDATION INC
39 SEMINARY HILL RD	CARMEL	NY	10512	N/A	PUBLIC CHARITY	GENERAL SUPPORT	$492
AOPA FOUNDATION
421 AVIATION WAY	FREDERICK	MD	21701	N/A	PUBLIC CHARITY	GENERAL SUPPORT	$2,460
AMERIANS FOR PROSPERITY FDN
2111 WILSON BLVD STE 350	ARLINGTON	VA	22201	N/A	PUBLIC CHARITY	GENERAL SUPPORT	$2,460
AFRICAN AMERICAN CHAMBER FOUNDATION OF WESTERN PA
425 SIXTH AVENUE STE 1330	PITTSBURGH	PA	15219	N/A	PUBLIC CHARITY	GENERAL SUPPORT	$10,000
ANGEL'S PLACE
2615 NORWOOD AVENUE	PITTSBURGH	PA	15214	N/A	PUBLIC CHARITY	GENERAL SUPPORT	$3,700
BIG BROTHERS BIG SISTERS
5989 PENN CIRCLE SOUTH	PITTSBURGH	PA	152063828	N/A	PUBLIC CHARITY	GENERAL SUPPORT	$3,750
BETHLEHEM HAVEN
905 WATSON ST	PITTSBURGH	PA	15219	N/A	PUBLIC CHARITY	GENERAL SUPPORT	$15,000
CARNEGIE MUSEUM OF NATURAL HISTORY
4400 FORBES AVENUE	PITTSBURGH	PA	152134080	N/A	PUBLIC CHARITY	GENERAL SUPPORT	$3,750
CENTER FOR VICTIMS
5916 PENN AVE	PITTSBURGH	PA	15206	N/A	PUBLIC CHARITY	GENERAL SUPPORT	$3,500
CHILDREN'S MUSEUM OF PITTSBURGH
10 CHILDRENS WAY	PITTSBURGH	PA	15212	N/A	PUBLIC CHARITY	GENERAL SUPPORT	$3,750
CIRCLE C YOUTH AND FAMILY
2121 NOBLESTOWN RD	PITTSBURGH	PA	15205	N/A	PUBLIC CHARITY	GENERAL SUPPORT	$3,750
EAST END COOPERATIVE MINISTRY
250 NORTH HIGHLAND AVENUE	PITTSBURGH	PA	152063828	N/A	PUBLIC CHARITY	GENERAL SUPPORT	$3,750
THE EDUCATION PARTNERSHIP
281 CORLISS ST	PITTSBURGH	PA	15220	N/A	PUBLIC CHARITY	GENERAL SUPPORT	$3,750
EXTRA MILE EDUCATION FOUNDATION
111 BOULEVARD OF THE ALLIES	PITTSBURGH	PA	152221618	N/A	PUBLIC CHARITY	GENERAL SUPPORT	$30,000
EYE & EAR FOUNDATION INC
203 LOTHROP STREET	PITTSBURGH	PA	15261	N/A	PUBLIC CHARITY	GENERAL SUPPORT	$25,000
SALVATION ARMY OF WESTERN
PO BOX 742	CARNEGIE	PA	15106	N/A	PUBLIC CHARITY	GENERAL SUPPORT	$10,000
WATSON INSTITUTE
301 CAMP MEETING ROAD	SEWICKLEY	PA	15143	N/A	PUBLIC CHARITY	GENERAL SUPPORT	$50,000
GIRL SCOUTS OF WESTERN PA
606 LIBERTY AVE	PITTSBURGH	PA	15222	N/A	PUBLIC CHARITY	GENERAL SUPPORT	$3,750
GREATER PITTBURGH LITERACY COUNCIL
100 SHERIDAN SQUARE 4TH FL	PITTSBURGH	PA	15206	N/A	PUBLIC CHARITY	GENERAL SUPPORT	$3,750
JUNIOR ACHIEVEMENT OF WESTERN PA
ONE ALLEGHENY CENTER	PITTSBURGH	PA	15212	N/A	PUBLIC CHARITY	GENERAL SUPPORT	$3,750
LIGHT OF LIFE RESCUE MISSION
PO BOX 6823	PITTSBURGH	PA	152120823	N/A	PUBLIC CHARITY	GENERAL SUPPORT	$3,750
MAKE-A-WISH FOUNDATION OF PITTSBURGH FOUNDATION
707 GRANT STREET	PITTSBURGH	PA	15219	N/A	PUBLIC CHARITY	GENERAL SUPPORT	$3,725
PITTSBURGH PUBLIC THEATER
OREILLY THEATER 621 PENN AVENUE	PITTSBURGH	PA	15222	N/A	PUBLIC CHARITY	GENERAL SUPPORT	$3,000
SPECIAL OLYMPICS PENNSYLVANIA
150 PLEASANT DRIVE STE 214	ALIQUIPPA	PA	15001	N/A	PUBLIC CHARITY	GENERAL SUPPORT	$3,750
SPINA BIFIDA ASSOCIATION OF WESTERN PA
1158 DUTILH ROAD	MARS	PA	16046	N/A	PUBLIC CHARITY	GENERAL SUPPORT	$3,750
TICKETS FOR KIDS FOUNDATION
139 FREEPORT ROAD STE 100	PITTSBURGH	PA	15215	N/A	PUBLIC CHARITY	GENERAL SUPPORT	$3,750
WILKINSBURG COMMUNITY MINISTRY
704 WOOD ST	WILKINSBURG	PA	15221	N/A	PUBLIC CHARITY	GENERAL SUPPORT	$3,750
WOODLANDS FOUNDATION INC
134 SHENOT ROAD	PITTSBURGH	PA	15090	N/A	PUBLIC CHARITY	GENERAL SUPPORT	$3,750
ALLIANCE DEFENSE FUND INC
15100 N 90 STREET	SCOTTSDALE	AZ	85260	N/A	PUBLIC CHARITY	GENERAL SUPPORT	$3,936
AMERICAN CENTER FOR LAW AND JUSTICE
PO BOX 90555	WASHINGTON	DC	200900555	N/A	PUBLIC CHARITY	GENERAL SUPPORT	$4,920
AMERICAN CONGRESS FOR TRUTH
PO BOX 12765	PENSACOLA	FL	32591	N/A	PUBLIC CHARITY	GENERAL SUPPORT	$5,904
AMERICAN UNITY LEGAL DEFENSE FUND
PO BOX 420	WARRENTON	VA	20188	N/A	PUBLIC CHARITY	GENERAL SUPPORT	$4,920
AVOCA MUSEUM AND HISTORICAL SOCIETY
1514 MAIN STREET	ALTAVISTA	VA	24517	N/A	PUBLIC CHARITY	GENERAL SUPPORT	$3,936
BILL OF RIGHTS INSTITUTE
200 NORTH GLEBE ROAD STE 200	ARLINGTON	VA	22203	N/A	PUBLIC CHARITY	GENERAL SUPPORT	$1,476
BOY SCOUTS OF AMERICA PINE TREE
131 JOHNSON ROAD	PORTLAND	ME	04102	N/A	PUBLIC CHARITY	GENERAL SUPPORT	$1,476
BOY SCOUTS OF AMERICA YANKEE CLIPPER COUNCIL
36 AMESBURY ROAD	HAVERHILL	MA	018302802	N/A	PUBLIC CHARITY	GENERAL SUPPORT	$1,476
CATO INSTITUTE
1000 MASSACHUSETTS AVE NW	WASHINGTON	DC	20001	N/A	PUBLIC CHARITY	GENERAL SUPPORT	$4,920
CENTER FOR AMERICAN UNITY
29 SOUTH CHESTNUT ST PO BOX 910	WARRENTON	VA	20188	N/A	PUBLIC CHARITY	GENERAL SUPPORT	$1,968
CITIZENS AGAINST GOVERNMENT WASTE FD
1301 CONNECTICUT AVE NW STE 400	WASHINGTON	DC	20036	N/A	PUBLIC CHARITY	GENERAL SUPPORT	$1,476
CLARE BOOTH LUCE POLICY INSTITUTE
112 ELDEN STREET STE P	HERNDON	VA	20170	N/A	PUBLIC CHARITY	GENERAL SUPPORT	$5,904
THE CHILDREN'S INSTITUTE
1405 SHADY AVENUE	PITTSBURGH	PA	152171350	N/A	PUBLIC CHARITY	GENERAL SUPPORT	$3,750

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	428929	TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future	0	TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$206,444	ExclusionAmount

Other Investment Income Part VII OtherInvestmentIncomePartVII

Field	Value	IRS element (for citing)
Exclusion Code	18	ExclusionCode
Exclusion	$164	ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Exclusion Code	18	ExclusionCode
Exclusion	$1,200,971	ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Unrelated Business Income	$0	UnrelatedBusinessIncomeAmount
Exclusion	$1,407,579	ExclusionAmount
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Part XVIA	1407579	TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Noncharitable EO	0	TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO	0	TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO	0	PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc	0	RentalOfFacilitiesEtc
Reimbursement Arrangements	0	ReimbursementArrangements
Loans Or Loan Guarantees	0	LoansOrLoanGuarantees
Performance Of Services Etc	0	PerformanceOfServicesEtc
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtc
Relationships Noncharitable E Os	0	RelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Field	Value	IRS element (for citing)
Category	TAX PREPARATION FEES	Category
Amount	$700	Amount
Net Investment Income	0	NetInvestmentIncome
Disbursements Charitable Prps	700	DisbursementsCharitablePrps

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Oth Prog Rltd Investments AllOthProgRltdInvestments

Field	Value	IRS element (for citing)
Description	N/A	Description
Amount	$0	Amount

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds

Field	Value	IRS element (for citing)
Name Of Bond	FIXED INCOME	NameOfBond
EOY Book Value	1408306	EOYBookValue
EOYFMV	1412293	EOYFMV

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

Field	Value	IRS element (for citing)
Name Of Stock	EQUITIES	NameOfStock
EOY Book Value	6989179	EOYBookValue
EOYFMV	8114446	EOYFMV

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther

Field	Value	IRS element (for citing)
Category Or Item	OTHER	CategoryOrItem
Listed At Cost Or FMV	AT COST	ListedAtCostOrFMV
Book Value	150000	BookValue
EOYFMV	127140	EOYFMV

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFees

Field	Value	IRS element (for citing)
Category	LEGAL FEES	Category
Amount	$5,950	Amount
Net Investment Income	0	NetInvestmentIncome
Disbursements Charitable Prps	5950	DisbursementsCharitablePrps

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases OtherDecreases

Field	Value	IRS element (for citing)
Description	COST BASIS ADJUSTMENT	Description
Amount	$649	Amount

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

Field	Value	IRS element (for citing)
Description	ADR SERVICE FEES	Description
Revenue And Expenses Per Books	44	RevenueAndExpensesPerBooks
Net Investment Income	44	NetInvestmentIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

Field	Value	IRS element (for citing)
Description	PROCEEDS DUE ON CLASS ACTIONS	Description
Revenue And Expenses Per Books	164	RevenueAndExpensesPerBooks
Net Investment Income	164	NetInvestmentIncome
Adjusted Net Income	164	AdjustedNetIncome

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases

Field	Value	IRS element (for citing)
Description	POSTED CURR YR TAXED PRIOR YR	Description
Amount	$12	Amount

Taxes Schedule TaxesSchedule

Taxes Taxes (3 entries)

CategoryCategory	AmountAmount	Net Investment IncomeNetInvestmentIncome
PRIOR YEAR TAX BALANCE DUE	$2,471	0
ESTIMATED TAX PAID	$3,700	0
FOREIGN TAXES PAID	$269	269