MORRIS AND GERTRUDE HARRIS FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- MORRIS AND GERTRUDE HARRIS FOUNDATION (EIN 25-6508058)
- Tax period
- 2019-11-01 to 2020-10-31
- Filed
- 2021-01-11
- IRS object ID
- 202100119349100905
- Schema version
- 2019v5.0
- 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
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-01-11T17:00:10-06:00 | ReturnTs |
| Tax Period End | 2020-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 N WACKER DR | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 256508058 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MORRIS AND GERTRUDE HARRIS FOUNDATIO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HARR | BusinessNameControlTxt |
| Phone | 4127622175 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 116 ALLEGHENY CENTER MALL P8YB3502L | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15212 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PNC BANK N A BY | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 4127622175 | PhoneNum |
| Signature | 2021-01-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JACOB J ZEHNDER | PreparerPersonNm |
| PTIN | P01564049 | PTIN |
| Phone | 8445222059 | PhoneNum |
| Preparation | 2021-01-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,488,212 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $102,689 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $102,689 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $127,647 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,191,274 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $127,647 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $18 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $18 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $230,354 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $230,354 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $54,189 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $22,615 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $27,094 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,602 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $164 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $1,556 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $14 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,542 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $58,347 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $22,793 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $28,636 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $184,738 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $184,738 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $243,085 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $22,793 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $213,374 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$12,731 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $207,561 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $50,651 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $52,430 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $52,430 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $311,250 | CorporateStockBOYAmt |
| Corporate Stock EOY | $328,017 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $503,233 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $3,486,938 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,456,157 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,932,549 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,848,839 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,836,604 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,488,212 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,848,052 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,836,604 | CapitalStockEOYAmt |
| Retained Earning BOY | $787 | RetainedEarningBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,848,839 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,836,604 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,848,839 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,836,604 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,848,839 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$12,731 | ExcessRevenueOverExpensesAmt |
| Other Increases | $498 | OtherIncreasesAmt |
| Subtotal | $3,836,606 | SubtotalAmt |
| Other Decreases | $2 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,836,604 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (59 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 48. CELANESE CORP | 2018-11-02 | 2019-11-07 | $5,999 | $4,851 | $1,148 | $1,148 | |
| 7. MCDONALDS CORP COM | 2017-06-21 | 2019-11-19 | $1,352 | $1,079 | $273 | $273 | |
| 37. WEC ENERGY GROUP INC | 2009-09-28 | 2019-11-19 | $3,271 | $827 | $2,444 | $2,444 | |
| 92. CISCO SYS INC COM | 1995-09-21 | 2019-12-10 | $4,057 | $365 | $3,692 | $3,692 | |
| .335 TRUIST FINANCIAL CORP | 2016-06-29 | 2019-12-19 | $19 | $10 | $9 | $9 | |
| 8. AMERICAN WATER WORKS CO INC | 2016-02-18 | 2020-01-22 | $1,074 | $529 | $545 | $545 | |
| 37. CHEVRON CORPORATION | 2018-07-17 | 2020-01-22 | $4,176 | $4,512 | -$336 | -$336 | |
| 86. PROGRESSIVE CORP OHIO | 2019-02-12 | 2020-01-22 | $6,587 | $5,975 | $612 | $612 | |
| 44. DANAHER CORP | 2018-06-20 | 2020-01-29 | $7,230 | $4,371 | $2,859 | $2,859 | |
| 76. DISCOVER FINANCIAL W/I | 2019-07-31 | 2020-01-29 | $5,762 | $6,868 | -$1,106 | -$1,106 | |
| 60. ISHARES TR RUSSELL 1000 GROWTH INDEX FD | 2019-03-19 | 2020-02-11 | $11,337 | $9,066 | $2,271 | $2,271 | |
| 666.411 ROWE T PRICE MID-CAP GROWTH FD INC | 2009-09-28 | 2020-02-12 | $65,695 | $30,865 | $34,830 | $34,830 | |
| 10093.431 T ROWE PRICE SHORTTERM BD FD INC | 2013-01-14 | 2020-02-12 | $47,944 | $48,640 | -$696 | -$696 | |
| 9990.01 T ROWE PRICE INSTITUTIONAL FLOATING RATE FUND | 2018-05-07 | 2020-02-12 | $98,402 | $100,000 | -$1,598 | -$1,598 | |
| 11. AMGEN INC | 2014-01-09 | 2020-02-19 | $2,446 | $1,290 | $1,156 | $1,156 | |
| 12. LAUDER ESTEE COS INC CL A | 2019-02-20 | 2020-02-19 | $2,530 | $1,875 | $655 | $655 | |
| 16. PROCTER & GAMBLE CO | 2018-11-02 | 2020-02-19 | $2,019 | $1,434 | $585 | $585 | |
| 68. T-MOBILE US INC | 2017-05-05 | 2020-02-19 | $6,850 | $4,485 | $2,365 | $2,365 | |
| 9. UNITEDHEALTH GROUP INC COM | 2016-10-28 | 2020-02-19 | $2,741 | $1,262 | $1,479 | $1,479 | |
| .473 INGERSOLL RAND INC | 2019-04-18 | 2020-03-11 | $11 | $14 | -$3 | -$3 | |
| 2300. SCHWAB US REIT ETF | 2019-03-19 | 2020-03-19 | $68,358 | $99,705 | -$31,347 | -$31,347 | |
| 36. DARDEN RESTAURANTS INC W I | 2019-05-30 | 2020-03-25 | $2,186 | $4,192 | -$2,006 | -$2,006 | |
| 56. INGERSOLL RAND INC | 2019-04-18 | 2020-03-25 | $1,335 | $1,621 | -$286 | -$286 | |
| 44. PHILLIPS 66 | 2019-10-17 | 2020-03-25 | $2,243 | $4,691 | -$2,448 | -$2,448 | |
| 33. SEMPRA ENERGY | 2019-06-19 | 2020-03-25 | $3,816 | $4,561 | -$745 | -$745 | |
| 64. TRANE TECHNOLOGIES PLC SEDOL BK9ZQ96 | 2019-04-18 | 2020-03-25 | $5,494 | $5,593 | -$99 | -$99 | |
| 49. JAZZ PHARMACEUTICALS PLC SEDOL B4Q5ZN4 | 2020-01-29 | 2020-03-30 | $4,903 | $7,228 | -$2,325 | -$2,325 | |
| 24. LAUDER ESTEE COS INC CL A | 2019-02-20 | 2020-04-08 | $3,961 | $3,750 | $211 | $211 | |
| 7. CINTAS CORP | 2019-05-13 | 2020-04-21 | $1,331 | $1,517 | -$186 | -$186 | |
| 12. DOLLAR GENERAL CORP | 2018-11-20 | 2020-04-21 | $2,152 | $1,278 | $874 | $874 | |
| 14. DOLLAR GENERAL CORP | 2020-03-25 | 2020-04-21 | $2,511 | $1,955 | $556 | $556 | |
| 36. TEXAS INSTRS INC COM | 2019-10-09 | 2020-04-21 | $3,864 | $4,611 | -$747 | -$747 | |
| 45. QUEST DIAGNOSTICS INC | 2019-06-19 | 2020-05-01 | $4,746 | $4,584 | $162 | $162 | |
| 85. CBRE GROUP INC | 2018-03-01 | 2020-05-04 | $3,335 | $3,986 | -$651 | -$651 | |
| 3956.138 ARTISAN INTERNATIONAL FD-ADV | 2013-01-14 | 2020-05-12 | $110,970 | $100,000 | $10,970 | $10,970 | |
| 88. COMCAST CORPORATION CL A | 2012-03-06 | 2020-05-12 | $3,156 | $1,278 | $1,878 | $1,878 | |
| 2796.421 DODGE & COX INTERNATIONAL STOCK FUND | 2013-01-14 | 2020-05-12 | $89,010 | $100,000 | -$10,990 | -$10,990 | |
| 4194.26 HARDING LOEVNER INTERNATIONAL EQUITY PORTFOLIO | 2017-10-18 | 2020-05-12 | $84,347 | $95,000 | -$10,653 | -$10,653 | |
| 1017.429 HARDING LOEVNER EMERGING MARKETS PORTOFLIO FUND | 2009-09-28 | 2020-05-12 | $46,181 | $43,113 | $3,068 | $3,068 | |
| 56. OMNICOM GROUP INC | 2019-06-19 | 2020-05-12 | $2,983 | $4,522 | -$1,539 | -$1,539 | |
| 4. AUTOZONE INC | 2018-10-19 | 2020-05-21 | $4,400 | $2,919 | $1,481 | $1,481 | |
| 83. CITIGROUP INC | 2020-01-22 | 2020-05-21 | $3,756 | $6,659 | -$2,903 | -$2,903 | |
| 13. S&P GLOBAL INC | 2016-05-26 | 2020-05-21 | $4,056 | $1,437 | $2,619 | $2,619 | |
| 1764.914 TRIBUTARY SMALL COMPANY FD INST PLUS FD 1705 | 2019-04-25 | 2020-05-21 | $37,787 | $50,000 | -$12,213 | -$12,213 | |
| 51. WASTE MANAGEMENT INC | 2019-10-09 | 2020-05-21 | $5,073 | $5,906 | -$833 | -$833 | |
| 9316.77 TCW EMERGING MARKETS INCOME FUND CLASS I | 2018-05-07 | 2020-06-22 | $72,764 | $75,000 | -$2,236 | -$2,236 | |
| 29. AUTOMATIC DATA PROCESSING INC | 2018-06-05 | 2020-06-29 | $4,237 | $3,902 | $335 | $335 | |
| 25. BURLINGTON STORES INC | 2016-09-02 | 2020-06-29 | $4,986 | $2,117 | $2,869 | $2,869 | |
| 27. BOOZ ALLEN HAMILTON HOLDING | 2019-02-06 | 2020-07-15 | $1,954 | $1,428 | $526 | $526 | |
| 9. ACCENTURE PLC CLASS A SEDOL B4BNMY3 | 2019-05-13 | 2020-07-15 | $1,970 | $1,536 | $434 | $434 | |
| 63. BAXTER INTERNATIONAL INC | 2018-01-10 | 2020-08-12 | $5,255 | $4,305 | $950 | $950 | |
| 166. CITIZENS FINANCIAL GROUP | 2016-11-21 | 2020-08-12 | $4,344 | $5,317 | -$973 | -$973 | |
| 24. MCDONALDS CORP COM | 2017-06-21 | 2020-08-21 | $5,055 | $3,699 | $1,356 | $1,356 | |
| 29. CIGNA CORP | 2020-03-30 | 2020-09-16 | $4,935 | $5,131 | -$196 | -$196 | |
| 43. EVERSOURCE ENERGY | 2020-03-25 | 2020-09-16 | $3,626 | $3,172 | $454 | $454 | |
| 75. CVS CAREMARK CORP | 2019-10-17 | 2020-09-29 | $4,320 | $4,961 | -$641 | -$641 | |
| 350. ISHARES TR S&P 500 INDEX FD | 2015-05-05 | 2020-10-13 | $123,296 | $73,979 | $49,317 | $49,317 | |
| 600. ISHARES TR RUSSELL 1000 GROWTH INDEX FD | 2019-03-19 | 2020-10-13 | $137,667 | $90,656 | $47,011 | $47,011 | |
| CAPITAL GAIN DIVIDENDS | $35,409 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $127,647 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $210,236 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,353,799 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048288 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $207,111 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,490,208 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046125 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $192,573 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,144,468 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046465 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $198,521 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,909,561 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050778 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $189,317 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,091,041 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046276 | DistributionYr5Rt |
| Total Distribution | 0.237932 | TotalDistributionRt |
| Average Distribution | 0.047586 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,420,490 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $210,353 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,076 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $212,429 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $213,374 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $2,076 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,076 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,076 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,181 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $5,181 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,105 | OverpaymentAmt |
| Applied To ES Tax | $1,038 | AppliedToESTaxAmt |
| Refund | $2,067 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PNC BANK NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4127622175 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 116 ALLEGHENY CENTER MALL | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152129938 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| BRUCE F RUDOY | ||||||
| 107 MAYFAIR DRIVE | PITTSBURGH | PA | 152281144 | CO-TRUSTEE | 2 | $8,960 |
| PNC BANK N A | ||||||
| 116 ALLEGHENY CENTER MALL | PITTSBURGH | PA | 152129938 | CO-TRUSTEE | 9 | $45,229 |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,487,807 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,487,807 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,487,807 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $67,317 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,420,490 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $221,025 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $221,025 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,076 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,076 | TotalTaxAmt |
| Distributable Before Adj | $218,949 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $218,949 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $218,949 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $213,374 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $213,374 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,076 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $211,298 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $218,949 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $184,738 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $213,374 | QualifyingDistributionsAmt |
| Applied To Year1 | $184,738 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $28,636 | 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 | $190,313 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JOAN MASTREAN PNC BANK N A | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 116 ALLEGHENY CENTER MALL | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152129938 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4127622175 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATION FORMS ARE AVAILABLE FROM THE UNIVERSITY OF PITTSBURGH SCHOOL OF MEDICINE, OFFICE OF FINANCIAL AID. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEPTEMBER 1ST. | SubmissionDeadlinesTxt |
| Restrictions On Awards | SCHOLARSHIPS ARE PRIMARILY AWARDED TO MEDICAL STUDENTS OF THE JEWISH RELIGION, WHO ARE ATTENDING THE UNIV OF PITTSBURGH SCHOOL OF MEDICINE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF PITTSBURGH | BusinessNameLine1Txt |
| Business Name Line2 | SCHOOL OF MEDICINE | BusinessNameLine2Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 518 SCAIFE HALL | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15261 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | 2020-21 SCHOLARSHIP AWARDS | GrantOrContributionPurposeTxt |
| Amt | $184,738 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $184,738 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $102,689 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $127,647 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROYAL DUTCH SHELL | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $230,354 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $230,354 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS - FIXED | AT COST | $1,071,003 | $1,122,064 |
| MUTUAL FUNDS - EQUITY | AT COST | $2,385,154 | $2,810,485 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING ADJ FOR SALES AND TRANSACTIONS | Desc |
| Amt | $2 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LIABILITY INSURANCE FEES | $1,542 | $0 | $1,542 |
| ADR SERVICE FEES | $14 | $14 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROYAL DUTCH SHELL PLC ADR A | Desc |
| Revenue And Expenses Per Books | $18 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $18 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | POSTED CURRENT YEAR FOR PRIOR YEAR | Desc |
| Amt | $498 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $164 | $164 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $2,438 | $0 | $0 |
Comments