THOMAS A WILSON FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THOMAS A WILSON FOUNDATION (EIN 23-7358862)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-03-30
- IRS object ID
- 202040909349100604
- 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
- Taxes Schedule
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 | 237358862 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS A WILSON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILS | BusinessNameControlTxt |
| Phone | 4127629161 | 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 | 4127629161 | PhoneNum |
| Signature | 2020-03-23 | 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,604,661 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $128,464 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $128,464 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $523,998 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,478,745 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $523,998 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $40 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $40 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $652,502 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $652,502 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $53,063 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $26,532 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $26,532 | 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 | $9,248 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $417 | 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 | $33 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $33 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $62,344 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $26,982 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $26,532 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $640,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $640,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $702,344 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $26,982 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $666,532 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$49,842 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $625,520 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $423,622 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $274,244 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $274,244 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $1,641,720 | CorporateStockBOYAmt |
| Corporate Stock EOY | $585,719 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $900,980 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $2,596,006 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,751,533 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,429,437 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,661,348 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,611,496 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,604,661 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,572,738 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,571,251 | CapitalStockEOYAmt |
| Retained Earning BOY | $88,610 | RetainedEarningBOYAmt |
| Retained Earning EOY | $40,245 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,661,348 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,611,496 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,661,348 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,611,496 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,661,348 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$49,842 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,611,506 | SubtotalAmt |
| Other Decreases | $10 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,611,496 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (189 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 3631.277 PNC SMALL CAP FUND MERGED 11/15/19 | 2013-09-13 | 2019-01-03 | $56,285 | $72,064 | -$15,779 | -$15,779 | |
| 2018.566 T ROWE PRICE REAL ESTATE FUND FD 122 | 2012-04-18 | 2019-01-03 | $48,930 | $41,259 | $7,671 | $7,671 | |
| 286. APPLE INC | 2009-06-01 | 2019-01-10 | $43,473 | $5,711 | $37,762 | $37,762 | |
| 363. CITIGROUP INC | 2017-08-02 | 2019-01-10 | $20,273 | $25,188 | -$4,915 | -$4,915 | |
| 1. JPMORGAN CHASE 46625H100 | 2001-01-01 | 2019-01-16 | $18 | $18 | $18 | ||
| 167. CHEVRON CORPORATION | 2018-06-15 | 2019-02-06 | $19,862 | $20,746 | -$884 | -$884 | |
| 218. MCCORMICK & CO INC COM NON VTG | 2018-07-18 | 2019-02-06 | $26,890 | $26,014 | $876 | $876 | |
| 32. MCCORMICK & CO INC COM NON VTG | 2018-10-19 | 2019-02-06 | $3,947 | $4,506 | -$559 | -$559 | |
| 622. MORGAN STANLEY | 2016-10-28 | 2019-02-06 | $26,236 | $20,796 | $5,440 | $5,440 | |
| 319. PRICE T ROWE GROUP INC COM | 2017-08-31 | 2019-02-12 | $30,876 | $26,833 | $4,043 | $4,043 | |
| 416. TE CONNECTIVITY LTD SEDOL B62B7C3 ISIN CH0102993182 | 2017-06-08 | 2019-02-12 | $33,935 | $32,957 | $978 | $978 | |
| 1. FEDERAL HOME LOAN MORTGAGE CORP XXX-XX-XXXX | 2001-01-01 | 2019-02-13 | $149 | $25 | $124 | $124 | |
| 3407.737 ROYCE FD TOTAL RETURN | 2008-12-09 | 2019-02-15 | $37,587 | $32,263 | $5,324 | $5,324 | |
| 3080.831 VANGUARD INFLATION PROTECTED SECURITIES FUND ADMIRAL SHS | 2009-08-07 | 2019-02-15 | $76,343 | $75,000 | $1,343 | $1,343 | |
| 717. ARCHER DANIELS MIDLAND CO | 2018-08-23 | 2019-02-20 | $30,036 | $36,191 | -$6,155 | -$6,155 | |
| 250. ABBVIE INC | 2017-12-14 | 2019-03-05 | $19,865 | $24,067 | -$4,202 | -$4,202 | |
| 315. OCCIDENTAL PETE CORP COM | 2018-01-25 | 2019-03-05 | $21,199 | $24,370 | -$3,171 | -$3,171 | |
| 136. BURLINGTON STORES INC | 2016-09-02 | 2019-03-19 | $20,252 | $11,517 | $8,735 | $8,735 | |
| 82. WELLCARE HEALTH PLANS, INC. MERGED 1/23/20 @ $120.00 P/S | 2018-08-23 | 2019-03-19 | $20,445 | $24,388 | -$3,943 | -$3,943 | |
| 1. PFIZER INC XXX-XX-XXXX | 2001-01-01 | 2019-03-20 | $81 | $25 | $56 | $56 | |
| 110. BIOGEN INC | 2016-08-04 | 2019-03-27 | $25,446 | $30,448 | -$5,002 | -$5,002 | |
| 1. BANK OF AMERICA XXX-XX-XXXX | 2001-01-01 | 2019-03-28 | $136 | $25 | $111 | $111 | |
| 95. ALEXION PHARMACEUTICALS INC | 2019-03-05 | 2019-04-18 | $11,867 | $12,911 | -$1,044 | -$1,044 | |
| 19. ALPHABET INC/CA-CL A | 2019-01-10 | 2019-04-18 | $23,589 | $20,396 | $3,193 | $3,193 | |
| 26. ALPHABET INC/CA-CL A | 2013-07-03 | 2019-04-18 | $32,280 | $15,383 | $16,897 | $16,897 | |
| 25. AMAZON.COM INC | 2018-05-07 | 2019-04-18 | $46,614 | $40,085 | $6,529 | $6,529 | |
| 134. AMERICAN WATER WORKS CO INC | 2016-02-18 | 2019-04-18 | $13,969 | $8,862 | $5,107 | $5,107 | |
| 117. AMGEN INC | 2014-01-09 | 2019-04-18 | $20,864 | $13,726 | $7,138 | $7,138 | |
| 134. AMPHENOL CORP NEW CL A | 2018-11-20 | 2019-04-18 | $13,995 | $11,366 | $2,629 | $2,629 | |
| 168. APPLE INC | 2009-06-01 | 2019-04-18 | $34,229 | $3,355 | $30,874 | $30,874 | |
| 145. AUTOMATIC DATA PROCESSING INC | 2018-06-05 | 2019-04-18 | $23,534 | $19,510 | $4,024 | $4,024 | |
| 22. AUTOZONE INC | 2018-10-19 | 2019-04-18 | $22,937 | $16,075 | $6,862 | $6,862 | |
| 285. BP PLC SPONSORED ADR | 2019-03-05 | 2019-04-18 | $12,628 | $12,167 | $461 | $461 | |
| 868. BANK OF AMERICA CORP | 2018-08-08 | 2019-04-18 | $26,057 | $27,559 | -$1,502 | -$1,502 | |
| 212. BANK NEW YORK MELLON CORP COM | 2016-05-05 | 2019-04-18 | $10,275 | $8,367 | $1,908 | $1,908 | |
| 180. BAXTER INTERNATIONAL INC | 2018-01-10 | 2019-04-18 | $13,349 | $12,332 | $1,017 | $1,017 | |
| 99. BOEING CO | 2017-10-30 | 2019-04-18 | $37,796 | $25,740 | $12,056 | $12,056 | |
| 190. BOOZ ALLEN HAMILTON HOLDING | 2019-01-10 | 2019-04-18 | $10,816 | $8,620 | $2,196 | $2,196 | |
| 232. BRISTOL MYERS SQUIBB CO | 2018-09-20 | 2019-04-18 | $10,548 | $14,295 | -$3,747 | -$3,747 | |
| 49. BROADCOM INC | 2019-02-12 | 2019-04-18 | $15,674 | $13,671 | $2,003 | $2,003 | |
| 69. BURLINGTON STORES INC | 2016-09-02 | 2019-04-18 | $11,276 | $5,843 | $5,433 | $5,433 | |
| 442. CBRE GROUP INC | 2018-03-01 | 2019-04-18 | $22,356 | $20,728 | $1,628 | $1,628 | |
| 266. CSX CORP COM | 2018-08-08 | 2019-04-18 | $20,957 | $19,258 | $1,699 | $1,699 | |
| 189. CELANESE CORP | 2018-07-18 | 2019-04-18 | $19,869 | $20,862 | -$993 | -$993 | |
| 220. CENTENE CORP | 2018-04-30 | 2019-04-18 | $10,338 | $11,943 | -$1,605 | -$1,605 | |
| 103. CHEVRON CORPORATION | 2018-07-18 | 2019-04-18 | $12,337 | $12,491 | -$154 | -$154 | |
| 185. CHURCH & DWIGHT INC | 2019-02-06 | 2019-04-18 | $13,664 | $11,605 | $2,059 | $2,059 | |
| 213. CISCO SYS INC COM | 2012-01-11 | 2019-04-18 | $11,991 | $4,068 | $7,923 | $7,923 | |
| 253. CISCO SYS INC COM | 2018-04-30 | 2019-04-18 | $14,242 | $11,253 | $2,989 | $2,989 | |
| 69. CISCO SYS INC COM | 2018-11-02 | 2019-04-18 | $3,884 | $3,140 | $744 | $744 | |
| 470. CITIZENS FINANCIAL GROUP | 2016-11-21 | 2019-04-18 | $16,569 | $15,054 | $1,515 | $1,515 | |
| 257. COMCAST CORPORATION CL A | 2018-10-19 | 2019-04-18 | $10,912 | $9,364 | $1,548 | $1,548 | |
| 387. COMCAST CORPORATION CL A | 2011-10-20 | 2019-04-18 | $16,432 | $4,572 | $11,860 | $11,860 | |
| 221. CONOCOPHILLIPS | 2017-11-06 | 2019-04-18 | $14,570 | $11,882 | $2,688 | $2,688 | |
| 49. COSTCO WHSL CORP NEW COM | 2018-08-08 | 2019-04-18 | $12,056 | $10,939 | $1,117 | $1,117 | |
| 124. DANAHER CORP | 2018-06-20 | 2019-04-18 | $15,803 | $12,319 | $3,484 | $3,484 | |
| 106. DOLLAR GENERAL CORP | 2018-11-20 | 2019-04-18 | $13,132 | $11,322 | $1,810 | $1,810 | |
| 142. DUKE ENERGY HOLDING CORP | 2018-12-19 | 2019-04-18 | $12,658 | $12,508 | $150 | $150 | |
| 230. EASTMAN CHEM CO | 2018-03-06 | 2019-04-18 | $19,263 | $23,886 | -$4,623 | -$4,623 | |
| 122. FACEBOOK INC | 2016-03-03 | 2019-04-18 | $21,728 | $13,341 | $8,387 | $8,387 | |
| 117. HCA HEALTHCARE INC | 2019-03-27 | 2019-04-18 | $13,342 | $15,072 | -$1,730 | -$1,730 | |
| 122. HOME DEPOT INC COM | 2012-01-11 | 2019-04-18 | $25,157 | $5,306 | $19,851 | $19,851 | |
| 465. INTEL CORP | 2018-11-20 | 2019-04-18 | $27,204 | $22,349 | $4,855 | $4,855 | |
| 50. INTEL CORP | 2016-08-23 | 2019-04-18 | $2,925 | $1,782 | $1,143 | $1,143 | |
| 84. INTERNATIONAL FLAVORS & FRAGRANCES INC | 2019-02-06 | 2019-04-18 | $11,389 | $12,099 | -$710 | -$710 | |
| 393. J P MORGAN CHASE & CO COM | 2009-06-01 | 2019-04-18 | $44,770 | $14,417 | $30,353 | $30,353 | |
| 194. KOHLS CORP COM | 2018-04-12 | 2019-04-18 | $13,678 | $12,298 | $1,380 | $1,380 | |
| 60. LAUDER ESTEE COS INC CL A | 2019-02-20 | 2019-04-18 | $10,225 | $9,376 | $849 | $849 | |
| 141. LILLY ELI & CO | 2018-07-18 | 2019-04-18 | $16,271 | $12,628 | $3,643 | $3,643 | |
| 76. M&T BK CORP | 2019-01-10 | 2019-04-18 | $12,699 | $11,918 | $781 | $781 | |
| 117. MCDONALDS CORP COM | 2017-06-21 | 2019-04-18 | $22,699 | $18,041 | $4,658 | $4,658 | |
| 20. MICROSOFT CORP | 2003-03-04 | 2019-04-18 | $2,462 | $464 | $1,998 | $1,998 | |
| 127. MICROSOFT CORP | 2018-11-20 | 2019-04-18 | $15,633 | $13,037 | $2,596 | $2,596 | |
| 360. MICROSOFT CORP | 2018-07-18 | 2019-04-18 | $44,313 | $38,506 | $5,807 | $5,807 | |
| 107. NORFOLK SOUTHN CORP COM | 2018-11-20 | 2019-04-18 | $21,251 | $17,581 | $3,670 | $3,670 | |
| 52. NORTHROP GRUMMAN CORPORATION | 2015-03-30 | 2019-04-18 | $14,647 | $8,572 | $6,075 | $6,075 | |
| 465. PFIZER INC COM | 2017-11-20 | 2019-04-18 | $18,263 | $16,466 | $1,797 | $1,797 | |
| 231. PROCTER & GAMBLE CO | 2018-12-19 | 2019-04-18 | $24,521 | $22,261 | $2,260 | $2,260 | |
| 268. PROGRESSIVE CORP OHIO | 2019-02-12 | 2019-04-18 | $20,215 | $18,618 | $1,597 | $1,597 | |
| 68. RAYTHEON COMPANY | 2016-02-01 | 2019-04-18 | $12,432 | $8,521 | $3,911 | $3,911 | |
| 124. S&P GLOBAL INC | 2016-05-26 | 2019-04-18 | $26,866 | $13,710 | $13,156 | $13,156 | |
| 322. SUNTRUST BANKS INC COM | 2016-06-29 | 2019-04-18 | $20,501 | $12,781 | $7,720 | $7,720 | |
| 194. T-MOBILE US INC | 2017-05-05 | 2019-04-18 | $14,235 | $12,800 | $1,435 | $1,435 | |
| 297. TOTAL FINA S A | 2016-05-13 | 2019-04-18 | $16,818 | $14,418 | $2,400 | $2,400 | |
| 118. UNITED RENTALS INC COM | 2017-06-08 | 2019-04-18 | $16,023 | $12,594 | $3,429 | $3,429 | |
| 83. UNITEDHEALTH GROUP INC COM | 2016-10-28 | 2019-04-18 | $18,352 | $11,639 | $6,713 | $6,713 | |
| 142. VISA INC CLASS A SHARES | 2013-02-11 | 2019-04-18 | $22,655 | $5,583 | $17,072 | $17,072 | |
| 276. WEC ENERGY GROUP INC | 2009-06-22 | 2019-04-18 | $21,117 | $5,618 | $15,499 | $15,499 | |
| 87. WASTE MANAGEMENT INC | 2018-04-30 | 2019-04-18 | $9,189 | $7,245 | $1,944 | $1,944 | |
| 166. WASTE MANAGEMENT INC | 2018-03-13 | 2019-04-18 | $17,533 | $14,494 | $3,039 | $3,039 | |
| 117. AMPHENOL CORP NEW CL A | 2018-11-20 | 2019-05-13 | $10,748 | $9,924 | $824 | $824 | |
| 185. BANK NEW YORK MELLON CORP COM | 2016-05-05 | 2019-05-13 | $8,724 | $7,301 | $1,423 | $1,423 | |
| 60. RAYTHEON COMPANY | 2016-02-01 | 2019-05-13 | $10,614 | $7,519 | $3,095 | $3,095 | |
| 169. KOHLS CORP COM | 2018-04-12 | 2019-05-30 | $8,576 | $10,713 | -$2,137 | -$2,137 | |
| 11. ALPHABET INC/CA-CL A | 2008-02-08 | 2019-06-19 | $12,059 | $2,831 | $9,228 | $9,228 | |
| 194. CENTENE CORP | 2018-04-30 | 2019-06-19 | $10,726 | $10,531 | $195 | $195 | |
| 125. DUKE ENERGY HOLDING CORP | 2018-12-19 | 2019-06-19 | $10,897 | $11,010 | -$113 | -$113 | |
| 222. WASTE MANAGEMENT INC | 2018-04-30 | 2019-07-01 | $25,595 | $18,122 | $7,473 | $7,473 | |
| 451. INTEL CORP | 2016-08-23 | 2019-07-19 | $22,767 | $16,076 | $6,691 | $6,691 | |
| 105. M&T BK CORP | 2019-01-10 | 2019-07-31 | $17,226 | $15,895 | $1,331 | $1,331 | |
| 194. BERRY GLOBAL GROUP INC | 2019-04-18 | 2019-08-23 | $7,758 | $11,160 | -$3,402 | -$3,402 | |
| 26. HOME DEPOT INC COM | 2012-01-11 | 2019-08-23 | $5,652 | $1,131 | $4,521 | $4,521 | |
| 73. INTERNATIONAL FLAVORS & FRAGRANCES INC | 2019-02-06 | 2019-08-23 | $7,701 | $10,515 | -$2,814 | -$2,814 | |
| 27. MCDONALDS CORP COM | 2017-06-21 | 2019-08-23 | $5,843 | $4,163 | $1,680 | $1,680 | |
| 94. NORFOLK SOUTHN CORP COM | 2018-11-20 | 2019-08-23 | $15,881 | $14,629 | $1,252 | $1,252 | |
| 166. PFIZER INC COM | 2017-11-20 | 2019-08-23 | $5,745 | $5,878 | -$133 | -$133 | |
| 83. ALEXION PHARMACEUTICALS INC | 2019-03-05 | 2019-09-10 | $9,024 | $11,280 | -$2,256 | -$2,256 | |
| 128. BANK OF AMERICA CORP | 2018-08-08 | 2019-09-10 | $3,745 | $4,064 | -$319 | -$319 | |
| 176. CBRE GROUP INC | 2018-03-01 | 2019-09-10 | $9,757 | $8,254 | $1,503 | $1,503 | |
| 56. AUTOMATIC DATA PROCESSING INC | 2018-06-05 | 2019-10-10 | $8,974 | $7,535 | $1,439 | $1,439 | |
| 234. CSX CORP COM | 2018-08-08 | 2019-10-10 | $15,624 | $16,942 | -$1,318 | -$1,318 | |
| 241. CISCO SYS INC COM | 2011-12-22 | 2019-10-10 | $11,087 | $4,487 | $6,600 | $6,600 | |
| 222. E*TRADE FINANCIAL CORP | 2019-05-13 | 2019-10-10 | $8,587 | $10,585 | -$1,998 | -$1,998 | |
| 39. LOCKHEED MARTIN CORP | 2019-07-01 | 2019-10-10 | $15,065 | $14,241 | $824 | $824 | |
| 103. UNITED RENTALS INC COM | 2017-06-08 | 2019-10-10 | $11,649 | $10,993 | $656 | $656 | |
| 13. AIR PRODUCTS & CHEMICALS INC | 2019-08-23 | 2019-10-16 | $2,779 | $2,886 | -$107 | -$107 | |
| 28. ALLSTATE CORP | 2019-10-10 | 2019-10-16 | $2,998 | $3,003 | -$5 | -$5 | |
| 7. ALPHABET INC/CA-CL A | 2008-02-08 | 2019-10-16 | $8,709 | $1,802 | $6,907 | $6,907 | |
| 5. AMAZON.COM INC | 2018-05-07 | 2019-10-16 | $8,883 | $8,017 | $866 | $866 | |
| 32. AMERICAN WATER WORKS CO INC | 2016-02-18 | 2019-10-16 | $3,870 | $2,116 | $1,754 | $1,754 | |
| 27. AMGEN INC | 2014-01-09 | 2019-10-16 | $5,473 | $3,167 | $2,306 | $2,306 | |
| 39. APPLE INC | 2009-06-01 | 2019-10-16 | $9,118 | $779 | $8,339 | $8,339 | |
| 19. AUTOMATIC DATA PROCESSING INC | 2018-06-05 | 2019-10-16 | $3,115 | $2,556 | $559 | $559 | |
| 5. AUTOZONE INC | 2018-10-19 | 2019-10-16 | $5,511 | $3,653 | $1,858 | $1,858 | |
| 251. BP PLC SPONSORED ADR | 2019-03-05 | 2019-10-16 | $9,371 | $10,715 | -$1,344 | -$1,344 | |
| 140. BANK OF AMERICA CORP | 2019-02-06 | 2019-10-16 | $4,242 | $4,021 | $221 | $221 | |
| 82. BANK OF AMERICA CORP | 2018-08-08 | 2019-10-16 | $2,485 | $2,603 | -$118 | -$118 | |
| 42. BAXTER INTERNATIONAL INC | 2018-01-10 | 2019-10-16 | $3,661 | $2,877 | $784 | $784 | |
| 73. BOOZ ALLEN HAMILTON HOLDING | 2019-01-10 | 2019-10-16 | $5,184 | $3,312 | $1,872 | $1,872 | |
| 55. BRISTOL MYERS SQUIBB CO | 2018-09-20 | 2019-10-16 | $2,832 | $3,389 | -$557 | -$557 | |
| 16. BROADCOM INC | 2019-02-12 | 2019-10-16 | $4,605 | $4,464 | $141 | $141 | |
| 16. BURLINGTON STORES INC | 2016-09-02 | 2019-10-16 | $3,266 | $1,355 | $1,911 | $1,911 | |
| 56. CBRE GROUP INC | 2018-03-01 | 2019-10-16 | $2,938 | $2,626 | $312 | $312 | |
| 36. CDW CORP/DE | 2019-07-19 | 2019-10-16 | $4,463 | $4,113 | $350 | $350 | |
| 8. CELANESE CORP | 2018-11-02 | 2019-10-16 | $972 | $815 | $157 | $157 | |
| 71. CELANESE CORP | 2018-07-18 | 2019-10-16 | $8,625 | $7,837 | $788 | $788 | |
| 25. CHEVRON CORPORATION | 2018-07-18 | 2019-10-16 | $2,895 | $3,032 | -$137 | -$137 | |
| 43. CHURCH & DWIGHT INC | 2019-02-06 | 2019-10-16 | $3,139 | $2,697 | $442 | $442 | |
| 60. CISCO SYS INC COM | 2011-12-22 | 2019-10-16 | $2,795 | $1,089 | $1,706 | $1,706 | |
| 18. CINTAS CORP | 2019-05-13 | 2019-10-16 | $4,802 | $4,741 | $61 | $61 | |
| 110. CITIZENS FINANCIAL GROUP | 2016-11-21 | 2019-10-16 | $3,849 | $3,523 | $326 | $326 | |
| 151. COMCAST CORPORATION CL A | 2011-10-20 | 2019-10-16 | $6,906 | $1,784 | $5,122 | $5,122 | |
| 52. CONOCOPHILLIPS | 2017-11-06 | 2019-10-16 | $2,853 | $2,796 | $57 | $57 | |
| 19. COSTCO WHSL CORP NEW COM | 2018-08-08 | 2019-10-16 | $5,670 | $4,242 | $1,428 | $1,428 | |
| 20. CROWN CASTLE INTL CORP | 2019-09-10 | 2019-10-16 | $2,681 | $2,778 | -$97 | -$97 | |
| 29. DANAHER CORP | 2018-06-20 | 2019-10-16 | $3,981 | $2,881 | $1,100 | $1,100 | |
| 8. DARDEN RESTAURANTS INC W I | 2019-05-30 | 2019-10-16 | $879 | $932 | -$53 | -$53 | |
| 51. DISCOVER FINANCIAL W/I | 2019-07-31 | 2019-10-16 | $4,018 | $4,609 | -$591 | -$591 | |
| 25. DOLLAR GENERAL CORP | 2018-11-20 | 2019-10-16 | $4,048 | $2,670 | $1,378 | $1,378 | |
| 14. EDWARDS LIFESCIENCES CORP | 2019-09-10 | 2019-10-16 | $3,163 | $3,028 | $135 | $135 | |
| 28. FACEBOOK INC | 2016-03-03 | 2019-10-16 | $5,287 | $3,062 | $2,225 | $2,225 | |
| 80. HCA HEALTHCARE INC | 2019-03-27 | 2019-10-16 | $9,699 | $10,306 | -$607 | -$607 | |
| 21. HOME DEPOT INC COM | 2012-01-11 | 2019-10-16 | $4,947 | $913 | $4,034 | $4,034 | |
| 93. J P MORGAN CHASE & CO COM | 2009-06-01 | 2019-10-16 | $11,138 | $3,412 | $7,726 | $7,726 | |
| 21. L3 HARRIS TECHNOLOGIES INC | 2019-08-23 | 2019-10-16 | $4,355 | $4,440 | -$85 | -$85 | |
| 24. LAUDER ESTEE COS INC CL A | 2019-02-20 | 2019-10-16 | $4,589 | $3,750 | $839 | $839 | |
| 33. LILLY ELI & CO | 2018-07-18 | 2019-10-16 | $3,567 | $2,955 | $612 | $612 | |
| 8. LOCKHEED MARTIN CORP | 2019-07-01 | 2019-10-16 | $3,063 | $2,921 | $142 | $142 | |
| 20. MCDONALDS CORP COM | 2017-06-21 | 2019-10-16 | $4,171 | $3,084 | $1,087 | $1,087 | |
| 76. MICROSOFT CORP | 2003-03-04 | 2019-10-16 | $10,644 | $1,762 | $8,882 | $8,882 | |
| 54. MICROSOFT CORP | 2019-07-19 | 2019-10-16 | $7,563 | $7,360 | $203 | $203 | |
| 18. MOTOROLA SOLUTIONS INC | 2019-10-10 | 2019-10-16 | $3,094 | $3,056 | $38 | $38 | |
| 12. NORTHROP GRUMMAN CORPORATION | 2015-03-30 | 2019-10-16 | $4,366 | $1,956 | $2,410 | $2,410 | |
| 49. OMNICOM GROUP INC | 2019-06-19 | 2019-10-16 | $3,683 | $3,957 | -$274 | -$274 | |
| 241. PFIZER INC COM | 2017-11-20 | 2019-10-16 | $8,782 | $8,534 | $248 | $248 | |
| 71. PROCTER & GAMBLE CO | 2018-11-02 | 2019-10-16 | $8,339 | $6,440 | $1,899 | $1,899 | |
| 57. PROGRESSIVE CORP OHIO | 2019-02-12 | 2019-10-16 | $4,100 | $3,960 | $140 | $140 | |
| 25. QUEST DIAGNOSTICS INC | 2019-06-19 | 2019-10-16 | $2,644 | $2,547 | $97 | $97 | |
| 29. S&P GLOBAL INC | 2016-05-26 | 2019-10-16 | $7,295 | $3,206 | $4,089 | $4,089 | |
| 19. SEMPRA ENERGY | 2019-06-19 | 2019-10-16 | $2,746 | $2,626 | $120 | $120 | |
| 14. STRYKER CORP | 2019-08-23 | 2019-10-16 | $3,009 | $3,011 | -$2 | -$2 | |
| 75. SUNTRUST BANKS INC COM | 2016-06-29 | 2019-10-16 | $5,113 | $2,977 | $2,136 | $2,136 | |
| 45. T-MOBILE US INC | 2017-05-05 | 2019-10-16 | $3,592 | $2,969 | $623 | $623 | |
| 28. TARGET CORP | 2019-08-23 | 2019-10-16 | $3,118 | $2,912 | $206 | $206 | |
| 23. TEXAS INSTRS INC COM | 2019-10-10 | 2019-10-16 | $2,980 | $2,937 | $43 | $43 | |
| 70. TOTAL FINA S A | 2016-05-13 | 2019-10-16 | $3,580 | $3,398 | $182 | $182 | |
| 45. TRANSUNION | 2019-10-10 | 2019-10-16 | $3,636 | $3,592 | $44 | $44 | |
| 19. UNITEDHEALTH GROUP INC COM | 2016-10-28 | 2019-10-16 | $4,476 | $2,664 | $1,812 | $1,812 | |
| 33. VISA INC CLASS A SHARES | 2013-02-11 | 2019-10-16 | $5,862 | $1,297 | $4,565 | $4,565 | |
| 65. WEC ENERGY GROUP INC | 2009-06-22 | 2019-10-16 | $6,025 | $1,323 | $4,702 | $4,702 | |
| 33. WASTE MANAGEMENT INC | 2019-10-10 | 2019-10-16 | $3,780 | $3,871 | -$91 | -$91 | |
| 27. ACCENTURE PLC CLASS A SEDOL B4BNMY3 | 2019-07-19 | 2019-10-16 | $5,033 | $5,284 | -$251 | -$251 | |
| 43. INGERSOLL-RAND PLC EXCHANGE 3/02/2020 | 2019-04-18 | 2019-10-16 | $4,988 | $4,865 | $123 | $123 | |
| 87. CELANESE CORP | 2018-11-02 | 2019-11-07 | $10,874 | $8,866 | $2,008 | $2,008 | |
| 13. MCDONALDS CORP COM | 2017-06-21 | 2019-11-19 | $2,513 | $2,005 | $508 | $508 | |
| 68. WEC ENERGY GROUP INC | 2009-06-22 | 2019-11-19 | $6,033 | $1,384 | $4,649 | $4,649 | |
| 168. CISCO SYS INC COM | 2011-12-22 | 2019-12-10 | $7,408 | $3,049 | $4,359 | $4,359 | |
| .77 TRUIST FINANCIAL CORP | 2016-06-29 | 2019-12-19 | $43 | $24 | $19 | $19 | |
| CAPITAL GAIN DIVIDENDS | $53,100 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $523,998 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,433,786 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,397,954 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.224101 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $491,638 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,689,700 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.073492 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $478,449 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,490,868 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.073711 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $408,071 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,890,418 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.059223 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $156,388 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,737,134 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.023213 | DistributionYr5Rt |
| Total Distribution | 0.45374 | TotalDistributionRt |
| Average Distribution | 0.090748 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,407,969 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $490,762 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,255 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $497,017 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $666,532 | 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 | $6,255 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,255 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,255 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,710 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $6,710 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $455 | OverpaymentAmt |
| Applied To ES Tax | $455 | 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 | 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 | 4127629161 | 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 | 15212 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PNC BANK N A | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 116 ALLEGHENY CENTER MALL | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 13 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $53,063 | CompensationAmt |
| 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 | $5,490,324 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,490,324 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,490,324 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $82,355 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,407,969 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $270,398 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $270,398 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,255 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,255 | TotalTaxAmt |
| Distributable Before Adj | $264,143 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $264,143 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $264,143 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $666,532 | 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 | $666,532 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $6,255 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $660,277 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $264,143 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $85,039 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $166,331 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,127,308 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,378,678 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $666,532 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $264,143 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $402,389 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,781,067 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,781,067 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $85,039 | ExcessFromYear3Amt |
| Excess From Year2 | $166,331 | ExcessFromYear2Amt |
| Excess From Year1 | $1,127,308 | ExcessFromYear1Amt |
| Excess From Current Year | $402,389 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | RYAN D SMITH 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 | 15212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4127685097 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN REQUEST SHOULD INCLUDE THE PURPOSE FOR WHICH THE GRANT WILL BE USED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | PREFERENCE IS GIVEN FOR PURPOSES OF CHRISTIAN EDUCATION AND HEALTH CARE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| MCKEESPORT GOSPEL HALL | |||||||
| PRESCOTT BROADWAY | MCKEESPORT | PA | 15131 | NONE | PC | GENERAL SUPPORT | $220,000 |
| WILSON CHRISTIAN ACADEMY | |||||||
| 1900 CLAIRTON ROAD | WEST MIFFIN | PA | 15122 | NONE | PC | GENERAL SUPPORT | $420,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $640,000 | 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 | $128,464 | 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 | $523,998 | 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 | $40 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $652,502 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $652,502 | 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 INCOME | AT COST | $1,362,843 | $1,418,230 |
| MUTUAL FUNDS - EQUITIES | AT COST | $2,388,690 | $3,011,207 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING ADJ FOR SALES AND TRANSACTIONS | Desc |
| Amt | $10 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADR SERVICE FEES | Desc |
| Revenue And Expenses Per Books | $33 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $33 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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 | $40 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $40 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $417 | $417 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $2,121 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $6,710 | $0 | $0 |
Comments