STRATEGY STUDIO / PUBLIC DATA EXPLORER

ALFRED DEWITT AND VIVIAN H NUTTER CHARITABLE TRUST: Form 990PF, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
ALFRED DEWITT AND VIVIAN H NUTTER CHARITABLE TRUST (EIN 27-6197487)
Tax period
2010-04-01 to 2011-03-31
Filed
2011-08-10
IRS object ID
201112229349100101
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)
Timestamp2011-08-10T07:51:23-05:00Timestamp
Tax Period End Date2011-03-31TaxPeriodEndDate
Return Type990PFReturnType
Tax Period Begin Date2010-04-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN276197487EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1ALFRED DEWITT AND VIVIAN H NUTTER CHARITABLE TRUSTBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlALFRNameControl
Phone4127623792Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1620 LIBERTY AVENUE NO 10THFLAddressLine1
CityPITTSBURGHCity
StatePAState
ZIP Code15222ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameDALE KOHSERName
TitleASSISTANT VICE PRESIDENTTitle
Phone4127623792Phone
Date Signed2011-08-10DateSigned
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY1143364FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss201334ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss113InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm113InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss21086DividendsRevAndExpnss
Dividends Net Invst Incm21086DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss5303NetGainSaleAssetsRevAndExpnss
Gross Sales Price5303GrossSalesPrice
Capital Gain Net Incm Net Invst Incm5303CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses227836TotalRevenueAndExpenses
Total Net Investment Income26502TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss8065CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm7258CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps807CompOfcrDirTrstDsbrsChrtblPrps
Accounting Fees Rev And Expnss700AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm0AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps700AccountingFeesDsbrsChrtblPrps
Taxes Rev And Expnss675TaxesRevAndExpnss
Taxes Net Invst Incm0TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps0TaxesDsbrsChrtblPrps
Other Expenses Rev And Expnss675OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm675OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps0OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss10115TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm7933TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps1507TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss58221ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps58221ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss68336TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm7933TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps59728TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses159500ExcessOfRevenueOverExpenses
Net Investment Income18569NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY15913SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY170112SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV170112SavingsAndTempCashInvstEOYFMV
Investments Other BOY793189InvestmentsOtherBOY
Investments Other EOY798490InvestmentsOtherEOY
Investments Other EOYFMV973252InvestmentsOtherEOYFMV
Total Assets BOY809102TotalAssetsBOY
Total Assets EOY968602TotalAssetsEOY
Total Assets EOYFMV1143364TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY804319CapitalStockBOY
Capital Stock EOY966134CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY4783RetainedEarningsBOY
Retained Earnings EOY2468RetainedEarningsEOY
Total Net Assets BOY809102TotalNetAssetsBOY
Total Net Assets EOY968602TotalNetAssetsEOY
Total Liabilities Net Assets BOY809102TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY968602TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY809102TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses159500ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal968602Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY968602TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)

Description Of AssetDescriptionOfAssetGross Sales PriceGrossSalesPriceGain Or LossGainOrLossGains Minus Excess Or LossesGainsMinusExcessOrLosses
L/T CAPITAL GAIN DIVIDENDS177517751775
S/T CAPITAL GAIN DIVIDENDS352835283528
FieldValueIRS element (for citing)
Capital Gain Net Income5303CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year16752QualifyingDistributionsYear1
Noncharitable Assets Year1841724NoncharitableAssetsYear1
Distribution Ratio Year10.008022DistributionRatioYear1
Total Distribution Ratio0.008022TotalDistributionRatio
Average Distribution Ratio0.008022AverageDistributionRatio
Net Noncharitable Assets964911NetNoncharitableAssets
Adjusted Noncharitable Assets7741AdjustedNoncharitableAssets
One Percent Net Investment Income186OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One7927AdjNonchrtblAssetsAndOnePct
Qualifying Distributions59728QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax186InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal186Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income186TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment440EstTaxPaymentsAndOverpayment
Total Credits And Payments440TotalCreditsAndPayments
Overpayment254Overpayment
Amount Credited To Next Year100AmountCreditedToNextYear
Amount To Be Refunded154AmountToBeRefunded

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 Contributors1NewSubstantialContributors
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 Number4127623792BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1620 LIBERTY AVENUE 10TH FLOORAddressLine1
CityPITTSBURGHCity
StatePAState
ZIP Code15222ZIPCode
FieldValueIRS element (for citing)
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 Code15222ZIPCode
FieldValueIRS element (for citing)
TitleTRUSTEETitle
Avg Hours Per Wk Devoted To Position2.00AvgHoursPerWkDevotedToPosition
Compensation8065Compensation
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 Securities979605AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances0AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets979605TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets979605AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable14694CashDeemedCharitable
Net Noncharitable Assets964911NetNoncharitableAssets
Minimum Investment Return48246MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return48246MinimumInvestmentReturn
Tax Based On Investment Income186TaxBasedOnInvestmentIncome
Total Tax186TotalTax
Distributable Amount Before Adj48060DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded48060DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted48060DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions59728ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions59728QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm186OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions59542AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted48060DistributableAmountAsAdjusted
Undistributed Income Prior Year20340UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Total Excess Distri Carryover0TotalExcessDistriCarryover
Qualifying Distributions59728QualifyingDistributions
Applied To Year120340AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year39388AppliedToCurrentYear
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 CY8672UndistributedIncomeCY
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

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (3 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
AMERICAN RED CROSS OF SW PENNSYLVANIA
225 BOULEVARD OF THE ALLIESPITTSBURGHPA15222NONEPUBLIC CHARITYUNRESTRICTED GRANT$19,407
JOSLIN DIABETES CENTER INC
ONE JOSLIN PLACEBOSTONMA02215NONEPUBLIC CHARITYUNRESTRICTED GRANT$19,407
AMERICAN HEART ASSOCIATION INC
PO BOX 22249ST PETERSBURGFL337422249NONEPUBLIC CHARITYUNRESTRICTED GRANT$19,407
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year58221TotGrantOrContriPaidDuringYear
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$113ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$21,086ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code18ExclusionCode
Exclusion$5,303ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$26,502ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA26502TotalPartXVIA

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor Number1ContributorNumber
Contributor Name IndividualVIVIAN NUTTER IRREV TRUST 3929823ContributorNameIndividual

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1620 LIBERTY AVENUE 10TH FLOORAddressLine1
CityPITTSBURGHCity
StatePAState
ZIP Code15222ZIPCode
FieldValueIRS element (for citing)
Aggregate Contributions201334AggregateContributions
Person Contribution TypeXPersonContributionType

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryTAX PREPARTION FEECategory
Amount$700Amount
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps700DisbursementsCharitablePrps

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 COST287784296323
MUTUAL FUNDS - EQUITYAT COST510706676929

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
TRANSACTION CHARGES1751750
ACCOUNT MAINTENANCE FEE5005000

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor SubstantialContributor

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1VIVIAN NUTTING IRREV TR #3929823BusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line1620 LIBERTY AVENUEAddressLine1
CityPITTSBURGHCity
StatePAState
ZIP Code15222ZIPCode

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

CategoryCategoryAmountAmountNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
BALANCE FED EXCISE TAX$23500
ESTIMATED FED EXCISE TAX$44000