STRATEGY STUDIO / PUBLIC DATA EXPLORER

MARY M CARTOLANO TR: Form 990PF, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
MARY M CARTOLANO TR (EIN 25-6307654)
Tax period
2010-01-01 to 2010-12-31
Filed
2011-05-04
IRS object ID
201101249349100300
Schema version
2010v3.2
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)
Timestamp2011-05-04T05:55:59-05:00Timestamp
Tax Period End Date2010-12-31TaxPeriodEndDate
Return Type990PFReturnType
Tax Period Begin Date2010-01-01TaxPeriodBeginDate

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)
NameDALE W KOHSERName
TitleASSISTANT VICE PRESIDENTTitle
Phone4127685898Phone
Date Signed2011-05-04DateSigned
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
NECTXNECT
FMV Assets EOY127742FMVAssetsEOY
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 Expnss2InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm2InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss2703DividendsRevAndExpnss
Dividends Net Invst Incm2703DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss228NetGainSaleAssetsRevAndExpnss
Gross Sales Price3617GrossSalesPrice
Capital Gain Net Incm Net Invst Incm322CapitalGainNetIncmNetInvstIncm
Other Income Rev And Expnss94OtherIncomeRevAndExpnss
Other Income Net Invst Incm0OtherIncomeNetInvstIncm
Total Revenue And Expenses3027TotalRevenueAndExpenses
Total Net Investment Income3027TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss1457CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm1311CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps146CompOfcrDirTrstDsbrsChrtblPrps
Accounting Fees Rev And Expnss250AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm0AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps250AccountingFeesDsbrsChrtblPrps
Taxes Rev And Expnss20TaxesRevAndExpnss
Taxes Net Invst Incm0TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps0TaxesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss1727TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm1311TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps396TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss4800ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps4800ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss6527TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm1311TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps5196TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-3500ExcessOfRevenueOverExpenses
Net Investment Income1716NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY3499SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY3272SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV3272SavingsAndTempCashInvstEOYFMV
Investments Other BOY93197InvestmentsOtherBOY
Investments Other EOY89924InvestmentsOtherEOY
Investments Other EOYFMV124470InvestmentsOtherEOYFMV
Total Assets BOY96696TotalAssetsBOY
Total Assets EOY93196TotalAssetsEOY
Total Assets EOYFMV127742TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY95255CapitalStockBOY
Capital Stock EOY91907CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY1441RetainedEarningsBOY
Retained Earnings EOY1289RetainedEarningsEOY
Total Net Assets BOY96696TotalNetAssetsBOY
Total Net Assets EOY93196TotalNetAssetsEOY
Total Liabilities Net Assets BOY96696TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY93196TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY96696TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-3500ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal93196Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY93196TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (4 entries)

Description Of AssetDescriptionOfAssetHow AcquiredHowAcquiredGross Sales PriceGrossSalesPriceGain Or LossGainOrLossGains Minus Excess Or LossesGainsMinusExcessOrLossesCost Or Other BasisCostOrOtherBasis
LONG TERM CAPITAL GAIN DIVIDENDSP105105105
SHORT TERM CAPITAL GAIN DIVIDENDSP121212
SALES OF PUBLICLY TRADED SECURITIESP35001111113389
CLASS ACTION SETTLEMENTP949494
FieldValueIRS element (for citing)
Capital Gain Net Income322CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year16761QualifyingDistributionsYear1
Noncharitable Assets Year1106157NoncharitableAssetsYear1
Distribution Ratio Year10.063689DistributionRatioYear1
Qualifying Distributions Year28602QualifyingDistributionsYear2
Noncharitable Assets Year2127951NoncharitableAssetsYear2
Distribution Ratio Year20.067229DistributionRatioYear2
Qualifying Distributions Year36439QualifyingDistributionsYear3
Noncharitable Assets Year3149652NoncharitableAssetsYear3
Distribution Ratio Year30.043026DistributionRatioYear3
Qualifying Distributions Year44575QualifyingDistributionsYear4
Noncharitable Assets Year4112046NoncharitableAssetsYear4
Distribution Ratio Year40.040831DistributionRatioYear4
Qualifying Distributions Year52405QualifyingDistributionsYear5
Noncharitable Assets Year5126456NoncharitableAssetsYear5
Distribution Ratio Year50.019018DistributionRatioYear5
Total Distribution Ratio0.233793TotalDistributionRatio
Average Distribution Ratio0.046759AverageDistributionRatio
Net Noncharitable Assets118074NetNoncharitableAssets
Adjusted Noncharitable Assets5521AdjustedNoncharitableAssets
One Percent Net Investment Income17OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One5538AdjNonchrtblAssetsAndOnePct
Qualifying Distributions5196QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax34InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal34Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income34TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment41EstTaxPaymentsAndOverpayment
Total Credits And Payments41TotalCreditsAndPayments
Overpayment7Overpayment
Amount Credited To Next Year7AmountCreditedToNextYear
Amount To Be Refunded0AmountToBeRefunded

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
Compensation1457Compensation
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 Securities119872AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances0AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets119872TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets119872AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable1798CashDeemedCharitable
Net Noncharitable Assets118074NetNoncharitableAssets
Minimum Investment Return5904MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return5904MinimumInvestmentReturn
Tax Based On Investment Income34TaxBasedOnInvestmentIncome
Total Tax34TotalTax
Distributable Amount Before Adj5870DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded5870DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted5870DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions5196ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions5196QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions5196AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted5870DistributableAmountAsAdjusted
Undistributed Income Prior Year4741UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Total Excess Distri Carryover0TotalExcessDistriCarryover
Qualifying Distributions5196QualifyingDistributions
Applied To Year14741AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year455AppliedToCurrentYear
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 CY5415UndistributedIncomeCY
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 (8 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
DUQUESNE UNIVERSITY
600 FORBES AVENUEPITTSBURGHPA15282NONESCHOOLSCHOLARSHIP FOR CHRISTOPHER J BASKO$400
DUQUESNE UNIVERSITY
600 FORBES AVENUEPITTSBURGHPA15282NONESCHOOLSCHOLARSHIP FOR ANTHONY J FERGUSON$1,000
DUQUESNE UNIVERSITY
600 FORBES AVENUEPITTSBURGHPA15282NONESCHOOLSCHOLARSHIP FOR BRIAN A DEFAZIO$575
DUQUESNE UNIVERSITY
600 FORBES AVENUEPITTSBURGHPA15282NONESCHOOLSCHOLARSHIP FOR MARK G MURDOCH$400
DUQUESNE UNIVERSITY
600 FORBES AVENUEPITTSBURGHPA15282NONESCHOOLSCHOLARSHIP FOR JOSEPH M FARREN$400
DUQUESNE UNIVERSITY
600 FORBES AVENUEPITTSBURGHPA15282NONESCHOOLSCHOLARSHIP FOR KRISTIAN O SHERMAN$575
DUQUESNE UNIVERSITY
600 FORBES AVENUEPITTSBURGHPA15282NONESCHOOLSCHOLARSHIP FOR NATHAN M SUDIE$1,050
DUQUESNE UNIVERSITY
600 FORBES AVENUEPITTSBURGHPA15282NONESCHOOLSCHOLARSHIP FOR ISAAC S SUMMERS$400
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year4800TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

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

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$2,703ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code18ExclusionCode
Exclusion$228ExclusionAmount

Other Revenue Described OtherRevenueDescribed

FieldValueIRS element (for citing)
DescriptionCLASS ACTION PROCEEDSDescription
Exclusion Code14ExclusionCode
Exclusion$94ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$3,027ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA3027TotalPartXVIA

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 COST3753539135
MUTUAL FUNDS - EQUITYAT COST5238985335

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

FieldValueIRS element (for citing)
DescriptionCLASS ACTION PROCEEDSDescription
Revenue And Expenses Per Books94RevenueAndExpensesPerBooks
Adjusted Net Income94AdjustedNetIncome

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryESTIMATED EXCISE TAX PAIDCategory
Amount$20Amount
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps