CORINNE R & HENRY BOWER MEM TR: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- CORINNE R & HENRY BOWER MEM TR (EIN 23-6205062)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-03-30
- IRS object ID
- 202030909349100813
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-03-30T17:01:56-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 236205062 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CORINNE R & HENRY BOWER MEMORIAL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BOWE | BusinessNameControlTxt |
| Phone | 2162576118 | 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 | 2162576118 | PhoneNum |
| Signature | 2020-03-20 | SignatureDt |
| 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) |
|---|---|---|
| Organization4947a1 Trtd PF | Yes (X) | Organization4947a1TrtdPFInd |
| FMV Assets EOY | $833,874 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $20,093 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,093 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $76,241 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $660,786 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $76,241 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $337 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $96,671 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $96,334 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $9,415 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $8,473 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $941 | 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 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 | $2,197 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $2,197 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,612 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,473 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,138 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $38,026 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $38,026 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $49,638 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,473 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $41,164 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $47,033 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $87,861 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $34,602 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $47,037 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $47,037 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $464,032 | CorporateStockBOYAmt |
| Corporate Stock EOY | $486,029 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $524,067 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $242,718 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $255,322 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $262,770 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $741,352 | TotalAssetsBOYAmt |
| Total Assets EOY | $788,388 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $833,874 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $741,352 | CapitalStockBOYAmt |
| Capital Stock EOY | $788,388 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $741,352 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $788,388 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $741,352 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $788,388 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $741,352 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $47,033 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3 | OtherIncreasesAmt |
| Subtotal | $788,388 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $788,388 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (56 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 3.871 CAMBIAR INTL EQUITY FUND-INS | 2016-12-20 | 2019-04-04 | $100 | $94 | $6 | $6 | |
| 84.936 BAIRD MIDCAP INST | 2018-12-27 | 2019-04-04 | $1,808 | $1,489 | $319 | $319 | |
| 931.345 BAIRD MIDCAP INST | 2016-04-06 | 2019-04-04 | $19,828 | $14,101 | $5,727 | $5,727 | |
| 341.066 WCM FOCUSED INTL GROWTH-INS | 2018-09-26 | 2019-04-04 | $5,440 | $5,692 | -$252 | -$252 | |
| 5. ISHARES TIPS BOND ETF | 2018-04-06 | 2019-04-04 | $562 | $564 | -$2 | -$2 | |
| 221. ISHARES TIPS BOND ETF | 2016-08-25 | 2019-04-04 | $24,845 | $25,551 | -$706 | -$706 | |
| 735. ISHARES CORE US AGGREGATE BOND ETF | 2014-11-03 | 2019-04-04 | $79,532 | $80,545 | -$1,013 | -$1,013 | |
| 38. ISHARES MSCI EMERGING MKTS INDEX FUND | 2018-11-20 | 2019-04-04 | $1,669 | $1,500 | $169 | $169 | |
| 325. ISHARES MSCI EMERGING MKTS INDEX FUND | 2016-11-30 | 2019-04-04 | $14,273 | $13,599 | $674 | $674 | |
| 310. ISHARES TR S&P 500/BARRA GROWTH INDEX FD | 2018-11-28 | 2019-04-04 | $54,011 | $50,059 | $3,952 | $3,952 | |
| 4. ISHARES TR S&P SMLCP VALU | 2018-12-27 | 2019-04-04 | $602 | $515 | $87 | $87 | |
| 50. ISHARES TR S&P SMLCP VALU | 2014-11-03 | 2019-04-04 | $7,529 | $5,677 | $1,852 | $1,852 | |
| 42. ISHARES TR S&P SMLCP GROW | 2014-11-03 | 2019-04-04 | $7,609 | $5,047 | $2,562 | $2,562 | |
| 2. ISHARES TR S&P SMLCP GROW | 2018-12-27 | 2019-04-04 | $362 | $314 | $48 | $48 | |
| 462. ISHARES EDGE MSCI USA QUALITY FACTOR ETF | 2016-10-03 | 2019-04-04 | $41,414 | $31,180 | $10,234 | $10,234 | |
| 14. ISHARES EDGE MSCI USA QUALITY FACTOR ETF | 2018-12-27 | 2019-04-04 | $1,255 | $1,036 | $219 | $219 | |
| 339. ISHARES EDGE MSCI USA VALUE FACTOR ETF | 2016-10-03 | 2019-04-04 | $27,659 | $22,071 | $5,588 | $5,588 | |
| 19. ISHARES EDGE MSCI USA VALUE FACTOR ETF | 2018-12-27 | 2019-04-04 | $1,550 | $1,337 | $213 | $213 | |
| 94. ISHARES EDGE MSCI USA MOMENTUM FACTOR ETF | 2018-09-28 | 2019-04-04 | $10,510 | $11,211 | -$701 | -$701 | |
| 53.051 MFS VALUE FUND CLASS I FUND 893 | 2018-04-06 | 2019-04-04 | $2,143 | $2,071 | $72 | $72 | |
| 1248.215 MFS VALUE FUND CLASS I FUND 893 | 2014-11-03 | 2019-04-04 | $50,415 | $43,242 | $7,173 | $7,173 | |
| 114.139 MFS VALUE FUND CLASS I FUND 893 | 2018-12-27 | 2019-04-04 | $4,610 | $4,026 | $584 | $584 | |
| 58.982 T ROWE PRICE GROWTH STOCK FUND | 2018-12-27 | 2019-04-04 | $3,980 | $3,341 | $639 | $639 | |
| 694.992 T ROWE PRICE GROWTH STOCK FUND | 2006-12-20 | 2019-04-04 | $46,891 | $28,546 | $18,345 | $18,345 | |
| 214.748 ROWE T PRICE VALUE FD INC COM | 2018-12-27 | 2019-04-04 | $7,465 | $6,505 | $960 | $960 | |
| 1432.039 ROWE T PRICE VALUE FD INC COM | 2014-11-03 | 2019-04-04 | $49,778 | $51,144 | -$1,366 | -$1,366 | |
| 6855.793 VANGUARD TOTL BD MKT IDX-ADM | 2014-11-03 | 2019-04-04 | $72,877 | $74,283 | -$1,406 | -$1,406 | |
| 285.597 VANGUARD TOTL BD MKT IDX-ADM | 2018-04-06 | 2019-04-04 | $3,036 | $3,002 | $34 | $34 | |
| 2128.481 VIRTUS SEIX FLOATING RATE HIGH INCOME FUND CLASS I | 2016-08-05 | 2019-04-04 | $18,220 | $18,303 | -$83 | -$83 | |
| 494.249 WELLS FARGO SPECIAL US MID CAP VALUE I | 2016-05-26 | 2019-04-04 | $18,856 | $15,906 | $2,950 | $2,950 | |
| 12.992 WELLS FARGO SPECIAL US MID CAP VALUE I | 2018-04-06 | 2019-04-04 | $496 | $478 | $18 | $18 | |
| 45.115 WELLS FARGO SPECIAL US MID CAP VALUE I | 2018-12-27 | 2019-04-04 | $1,721 | $1,455 | $266 | $266 | |
| 24. WISDOMTREE U.S. QUALITY DIVI ETF | 2018-12-27 | 2019-04-04 | $1,047 | $888 | $159 | $159 | |
| 765. WISDOMTREE U.S. QUALITY DIVI ETF | 2016-10-03 | 2019-04-04 | $33,385 | $24,642 | $8,743 | $8,743 | |
| 31.123 CAMBIAR INTL EQUITY FUND-INS | 2016-12-20 | 2019-11-14 | $824 | $756 | $68 | $68 | |
| 216.105 BLACKROCK TOTAL RETURN-I | 2019-04-04 | 2019-11-14 | $2,572 | $2,477 | $95 | $95 | |
| 23.888 SEAFARER OVERSEAS GROWTH & INCOME INSTL CLASS | 2019-04-04 | 2019-11-14 | $287 | $279 | $8 | $8 | |
| 275.844 HARBOR FD VALUE FUND | 2019-04-04 | 2019-11-14 | $4,604 | $4,160 | $444 | $444 | |
| 73.534 OAKMARK INTL SM CAP-INST 2888 | 2019-04-04 | 2019-11-14 | $1,138 | $1,071 | $67 | $67 | |
| 226.912 WCM FOCUSED INTL GROWTH-INS | 2018-09-26 | 2019-11-14 | $4,062 | $3,787 | $275 | $275 | |
| 6. ISHARES TR S&P 500 INDEX FD | 2019-04-04 | 2019-11-14 | $1,865 | $1,736 | $129 | $129 | |
| 15. ISHARES TR S&P SMLCAP 600 | 2019-04-04 | 2019-11-14 | $1,213 | $1,177 | $36 | $36 | |
| 9. ISHARES CORE MSCI EAFE ETF ETF | 2019-04-04 | 2019-11-14 | $572 | $557 | $15 | $15 | |
| 31.456 JENSEN QUALITY GROWTH-Y | 2019-04-04 | 2019-11-14 | $1,663 | $1,581 | $82 | $82 | |
| 119.367 LAZARD GLOBAL LISTED INFRASTRUCTURE PORTFOLIO | 2018-09-26 | 2019-11-14 | $1,872 | $1,826 | $46 | $46 | |
| 17.916 MFS EMERGING MKTS DEBT FD-R6 | 2019-04-04 | 2019-11-14 | $263 | $257 | $6 | $6 | |
| 244.66 NUANCE MID CAP VALUE-Z | 2019-04-04 | 2019-11-14 | $3,362 | $3,053 | $309 | $309 | |
| 132.493 PRINCIPAL MIDCAP FUND-R6 | 2019-04-04 | 2019-11-14 | $4,151 | $3,641 | $510 | $510 | |
| 23.799 PGIM HIGH YIELD FUND CLASS R6 | 2019-04-04 | 2019-11-14 | $130 | $129 | $1 | $1 | |
| 27. SCHWAB US REIT ETF | 2019-04-04 | 2019-11-14 | $1,256 | $1,205 | $51 | $51 | |
| 14.373 TOUCHSTONE SANDS EM GR-INST FUND 565 | 2019-04-04 | 2019-11-14 | $196 | $192 | $4 | $4 | |
| 64.578 TOUCHSTONE MID CAP GROW-INST | 2019-04-04 | 2019-11-14 | $2,190 | $2,017 | $173 | $173 | |
| 40.962 TRIBUTARY SMALL COMPANY FD INST PLUS FD 1705 | 2019-04-04 | 2019-11-14 | $1,188 | $1,145 | $43 | $43 | |
| 438.801 WASATCH INTL OPPORTUNIT-INST | 2016-05-26 | 2019-11-14 | $1,654 | $1,264 | $390 | $390 | |
| 243.161 WESTERN ASSET CORE PLUS BOND FD CLASS I FD 287 | 2018-04-06 | 2019-11-14 | $2,930 | $2,821 | $109 | $109 | |
| CAPITAL GAIN DIVIDENDS | $7,316 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $76,241 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $39,816 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $805,417 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049435 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $37,003 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $790,935 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046784 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $36,838 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $747,599 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049275 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $33,037 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $788,131 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.041918 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $34,661 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $784,607 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.044176 | DistributionYr5Rt |
| Total Distribution | 0.231588 | TotalDistributionRt |
| Average Distribution | 0.046318 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $799,096 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $37,013 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $879 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $37,892 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $41,164 | 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 | $879 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $879 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $879 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $220 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $220 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $659 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | 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 | SEE FOOTNOTE | 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 | 2162576118 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 609 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152309738 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| NECT Filing In Lieu OF Form1041 | Yes (X) | NECTFilingInLieuOFForm1041Ind |
| 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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| JOHN A EICHMAN 3RD ESQ | ||||||
| 1680 ONE PENN CENTER | PHILADELPHIA | PA | 19103 | CO-TRUSTEE | 1 | $0 |
| JOHN A EICHMAN IV ESQ | ||||||
| 1680 ONE PENN CENTER | PHILADELPHIA | PA | 19103 | CO-TRUSTEE | 1 | $0 |
| KATE MOORE | ||||||
| 1984 FOSTER ROAD | HATFIELD | PA | 19440 | CO-TRUSTEE | 1 | $0 |
| PNC BANK N A | ||||||
| 116 ALLEGHENY CENTER MALL | PITTSBURGH | PA | 15212 | CO-TRUSTEE | 2 | $9,415 |
| TOM KAIDEN | ||||||
| 1616 WALNUT STREET | PHILADELPHIA | PA | 19103 | CO-TRUSTEE | 1 | $0 |
| 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 | $811,265 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $811,265 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $811,265 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,169 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $799,096 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $39,955 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $39,955 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $879 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $879 | TotalTaxAmt |
| Distributable Before Adj | $39,076 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $39,076 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $39,076 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $41,164 | 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 | $41,164 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $879 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $40,285 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $39,076 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $38,026 | 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 | $41,164 | QualifyingDistributionsAmt |
| Applied To Year1 | $38,026 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,138 | 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 | $35,938 | 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 | PNC CHARITABLE TRUST GRANT REVIEW C | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PNC BANK 249 FIFTH AVENUE 20TH FL | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4127623413 | RecipientPhoneNum |
| Form And Info And Materials | SEE WEBSITE, PNC.COM FOR APPLICATION SUBMISSION GUIDELINES AND DEADLINES. ORGANIZATIONS INTERESTED IN SUBMITTING A GRANT PROPOSAL MUST SUBMIT A PRELIMINARY LETTER OF INQUIRY, OR MAY CALL. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE WEBSITE: WWW.PNC.COM UNDER SPECIAL SEGMENTS "NON-PROFITS & GOVT INST CHAR TR GRANTS" | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE WEBSITE: WWW.PNC.COM UNDER SPECIAL SEGMENTS "NON-PROFITS & GOVERNMENT INSTITUTIONS-SELECT "CHARITABLE TRUST GRANTS" | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| TEMPLE UNIV OF THE COMMONWEALTH | ||||||||
| OF HIGHER EDUCATION | 1805 N BROAD ST | PHILADELPHIA | PA | 19122 | NONE | PC | TEMPLE BARIATRIC / | $19,013 |
| THOMAS JEFFERSON UNIVERSITY | ||||||||
| 125 S 9TH ST STE 600 | PHILADELPHIA | PA | 19107 | NONE | PC | MECHANISTIC IMPACT OF | $19,013 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $38,026 | 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 | $20,093 | 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 | $76,241 | 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 | FEDERAL TAX REFUND | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $337 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $96,671 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $96,671 | 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 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRANTMAKING FEES | Desc |
| Revenue And Expenses Per Books | $2,197 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,197 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND FROM PRIOR YEAR | Desc |
| Revenue And Expenses Per Books | $337 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CARRYING VALUE ADJUSTMENTS | Desc |
| Amt | $3 | Amt |
Comments