STRATEGY STUDIO / PUBLIC DATA EXPLORER

MARY M CARTOLANO TR: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
MARY M CARTOLANO TR (EIN 25-6307654)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-04-16
IRS object ID
201241079349100104
Schema version
2011v1.2
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2012-04-16T09:45:36-05:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate
Return Type990PFReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN256307654EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1MARY M CARTOLANOBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlCARTNameControl
Phone4127685898Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O PNC BANK 620 LIBERTY AVENUE NOAddressLine1
Address Line210 FLAddressLine2
CityPITTSBURGHCity
StatePAState
ZIP Code152222705ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameJOHN ALRUTZName
TitleASSISTANT VICE PRESIDENTTitle
Phone4127685898Phone
Date Signed2012-04-16DateSigned
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
NECTXNECT
FMV Assets EOY120057FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss1InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm1InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss2479DividendsRevAndExpnss
Dividends Net Invst Incm2479DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss1075NetGainSaleAssetsRevAndExpnss
Gross Sales Price3498GrossSalesPrice
Capital Gain Net Incm Net Invst Incm1062CapitalGainNetIncmNetInvstIncm
Other Income Rev And Expnss925OtherIncomeRevAndExpnss
Other Income Net Invst Incm0OtherIncomeNetInvstIncm
Total Revenue And Expenses4480TotalRevenueAndExpenses
Total Net Investment Income3542TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss1544CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm1467CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps77CompOfcrDirTrstDsbrsChrtblPrps
Accounting Fees Rev And Expnss250AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm0AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps250AccountingFeesDsbrsChrtblPrps
Taxes Rev And Expnss33TaxesRevAndExpnss
Taxes Net Invst Incm0TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps0TaxesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss1827TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm1467TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps327TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss5425ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps5425ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss7252TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm1467TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps5752TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-2772ExcessOfRevenueOverExpenses
Net Investment Income2075NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY3272SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY1743SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV1743SavingsAndTempCashInvstEOYFMV
Investments Other BOY89924InvestmentsOtherBOY
Investments Other EOY88681InvestmentsOtherEOY
Investments Other EOYFMV118314InvestmentsOtherEOYFMV
Total Assets BOY93196TotalAssetsBOY
Total Assets EOY90424TotalAssetsEOY
Total Assets EOYFMV120057TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY91907CapitalStockBOY
Capital Stock EOY89455CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY1289RetainedEarningsBOY
Retained Earnings EOY969RetainedEarningsEOY
Total Net Assets BOY93196TotalNetAssetsBOY
Total Net Assets EOY90424TotalNetAssetsEOY
Total Liabilities Net Assets BOY93196TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY90424TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY93196TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-2772ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal90424Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY90424TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)

Description Of AssetDescriptionOfAssetGross Sales PriceGrossSalesPriceCost Or Other BasisCostOrOtherBasisGain Or LossGainOrLossGains Minus Excess Or LossesGainsMinusExcessOrLossesHow AcquiredHowAcquired
SALES OF PUBLICLY TRADED SECURITIES250024366464
CAPITAL GAINS DIVIDENDS998998998P
FieldValueIRS element (for citing)
Capital Gain Net Income1062CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year15196QualifyingDistributionsYear1
Noncharitable Assets Year1118074NoncharitableAssetsYear1
Distribution Ratio Year10.044006DistributionRatioYear1
Qualifying Distributions Year26761QualifyingDistributionsYear2
Noncharitable Assets Year2106157NoncharitableAssetsYear2
Distribution Ratio Year20.063689DistributionRatioYear2
Qualifying Distributions Year38602QualifyingDistributionsYear3
Noncharitable Assets Year3127951NoncharitableAssetsYear3
Distribution Ratio Year30.067229DistributionRatioYear3
Qualifying Distributions Year46439QualifyingDistributionsYear4
Noncharitable Assets Year4149652NoncharitableAssetsYear4
Distribution Ratio Year40.043026DistributionRatioYear4
Qualifying Distributions Year54575QualifyingDistributionsYear5
Noncharitable Assets Year5112046NoncharitableAssetsYear5
Distribution Ratio Year50.040831DistributionRatioYear5
Total Distribution Ratio0.258781TotalDistributionRatio
Average Distribution Ratio0.051756AverageDistributionRatio
Net Noncharitable Assets126070NetNoncharitableAssets
Adjusted Noncharitable Assets6525AdjustedNoncharitableAssets
One Percent Net Investment Income21OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One6546AdjNonchrtblAssetsAndOnePct
Qualifying Distributions5752QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax42InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal42Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income42TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment40EstTaxPaymentsAndOverpayment
Total Credits And Payments40TotalCreditsAndPayments
Tax Due2TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e1RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithPAStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors0NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

FieldValueIRS element (for citing)
Business Name Line1PNC BANKBusinessNameLine1
FieldValueIRS element (for citing)
Books In Care Of Phone Number4127685898BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1620 LIBERTY AVENUE 10TH FLOORAddressLine1
CityPITTSBURGHCity
StatePAState
ZIP Code152222705ZIPCode
FieldValueIRS element (for citing)
NECT Filing In Lieu OF Form1041XNECTFilingInLieuOFForm1041
Tax Exempt Interest Received0TaxExemptInterestReceived
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person1PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Acts Fail To Qualify As Exceptions0ActsFailToQualifyAsExceptions
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee

FieldValueIRS element (for citing)
Person NamePNC BANKPersonName

US Address USAddress

FieldValueIRS element (for citing)
Address Line1620 LIBERTY AVENUEAddressLine1
CityPITTSBURGHCity
StatePAState
ZIP Code152222705ZIPCode
FieldValueIRS element (for citing)
TitleTRUSTEETitle
Avg Hours Per Wk Devoted To Position1.00AvgHoursPerWkDevotedToPosition
Compensation1544Compensation
Contri To Empl Benefit Plans Etc0ContriToEmplBenefitPlansEtc
Expense Account Other Allowances0ExpenseAccountOtherAllowances
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

FieldValueIRS element (for citing)
Description1N/ADescription1
Expenses10Expenses1

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Description1N/ADescription1
Amount10Amount1
All Oth Prog Rltd Investments Total0AllOthProgRltdInvestmentsTotal
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities127990AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances0AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets127990TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets127990AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable1920CashDeemedCharitable
Net Noncharitable Assets126070NetNoncharitableAssets
Minimum Investment Return6304MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return6304MinimumInvestmentReturn
Tax Based On Investment Income42TaxBasedOnInvestmentIncome
Total Tax42TotalTax
Distributable Amount Before Adj6262DistributableAmountBeforeAdj
Recoveries Qlfy Distributions925RecoveriesQlfyDistributions
Distributable Amount Before Ded7187DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted7187DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions5752ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions5752QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions5752AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted7187DistributableAmountAsAdjusted
Undistributed Income Prior Year5415UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Total Excess Distri Carryover0TotalExcessDistriCarryover
Qualifying Distributions5752QualifyingDistributions
Applied To Year15415AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year337AppliedToCurrentYear
Remaining Distri From Corpus0RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus0TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY6850UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year50ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year0ExcessDistriCyovToNextYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Only Contributes To PreselectedXOnlyContributesToPreselected

Appication Submission Info AppicationSubmissionInfo

FieldValueIRS element (for citing)
Recipient NameDIOCESE OF PITTSBURGHRecipientName

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line12900 NOBLESTOWN ROADAddressLine1
CityPITTSBURGHCity
StatePAState
ZIP Code15205ZIPCode
FieldValueIRS element (for citing)
Recipient Phone Number4129215800RecipientPhoneNumber
Form And Info And MaterialsLETTER FORMFormAndInfoAndMaterials
Submission DeadlinesNONESubmissionDeadlines
Restrictions On AwardsINDIVIDUALS WHO HAVE ENTERED THE PRIESTHOODRestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (6 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
DUQUESNE UNIVERSITY
600 FORBES AVENUEPITTSBURGHPA15282NONEN/A - PUBLIC CHARITYSCHOLARSHIP FOR JAY CALDWELL$1,000
DUQUESNE UNIVERSITY
600 FORBES AVENUEPITTSBURGHPA15282NONEN/A - PUBLIC CHARITYSCHOLARSHIP FOR ANTHONY J FERGUSON$1,000
DUQUESNE UNIVERSITY
600 FORBES AVENUEPITTSBURGHPA15282NONEN/A - PUBLIC CHARITYSCHOLARSHIP FOR JOSEPH HENKELS$1,000
DUQUESNE UNIVERSITY
600 FORBES AVENUEPITTSBURGHPA15282NONEN/A - PUBLIC CHARITYSCHOLARSHIP FOR STEPHEN PERGANTIS$1,000
DUQUESNE UNIVERSITY
600 FORBES AVENUEPITTSBURGHPA15282NONEN/A - PUBLIC CHARITYSCHOLARSHIP FOR BENJAMIN SUDIE$1,000
DUQUESNE UNIVERSITY
600 FORBES AVENUEPITTSBURGHPA15282NONEN/A - PUBLIC CHARITYSCHOLARSHIP FOR ALEXANDER ZIMMERMAN$425
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year5425TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Program Service Revenue Part VII ProgramServiceRevenuePartVII

FieldValueIRS element (for citing)
DescriptionRETURN OF PRIOR YEAR QUALIFYING DISTRIBUTIONDescription
Related Or Exempt Function Income925RelatedOrExemptFunctionIncome

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$1ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$2,479ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code18ExclusionCode
Exclusion$1,075ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$3,555ExclusionAmount
Related Or Exempt Function Income925RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA4480TotalPartXVIA

Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps

Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps

FieldValueIRS element (for citing)
Line Number1ALineNumber
Relationship StatementRETURN OF PRIOR YEARS QUALIFYING DISTRIBUTIONRelationshipStatement

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryTAX PREPARATION FEECategory
Amount$250Amount
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps250DisbursementsCharitablePrps

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Oth Prog Rltd Investments AllOthProgRltdInvestments

FieldValueIRS element (for citing)
DescriptionN/ADescription
Amount$0Amount

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther (2 entries)

Category Or ItemCategoryOrItemListed At Cost Or FMVListedAtCostOrFMVBook ValueBookValueEOYFMVEOYFMV
MUTUAL FUNDS - FIXEDAT COST3553637237
MUTUAL FUNDS - EQUITYAT COST5314581077

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

FieldValueIRS element (for citing)
DescriptionRETURN OF PRIOR YEAR QUALIFYING DISTRIBUTIONDescription
Revenue And Expenses Per Books925RevenueAndExpensesPerBooks
Adjusted Net Income925AdjustedNetIncome

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryESTIMATED FEDERAL EXCISE TAXCategory
Amount$33Amount
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps