CORINNE R & HENRY BOWER MEM TR: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- CORINNE R & HENRY BOWER MEM TR (EIN 23-6205062)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-04-04
- IRS object ID
- 201910949349100841
- Schema version
- 2018v3.0
- 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 | 2019-04-04T17:03:07-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | 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 | 2019-04-04 | SignatureDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 161.150.240.3 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 3BB8C0E9FEC78F69228AD1801D614A994052CE46 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 3BB8C0E9FEC78F69228AD1801D614A994052CE46 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization4947a1 Trtd PF | Yes (X) | Organization4947a1TrtdPFInd |
| FMV Assets EOY | $732,462 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $16,928 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $16,928 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $15,378 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $298,278 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $15,378 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $32,306 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $32,306 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $11,530 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $10,377 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,153 | 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 Rev And Expnss | $873 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $873 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,112 | TaxesRevAndExpnssAmt |
| 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 |
| Tot Opr Expenses Rev And Expnss | $13,515 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,377 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,026 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $38,009 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $38,009 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $51,524 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,377 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $40,035 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$19,218 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $21,929 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $42,732 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $34,602 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $34,602 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $454,316 | CorporateStockBOYAmt |
| Corporate Stock EOY | $464,032 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $463,437 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $263,517 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $242,718 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $234,423 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $760,565 | TotalAssetsBOYAmt |
| Total Assets EOY | $741,352 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $732,462 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $760,565 | CapitalStockBOYAmt |
| Capital Stock EOY | $741,352 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $760,565 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $741,352 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $760,565 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $741,352 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $760,565 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$19,218 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5 | OtherIncreasesAmt |
| Subtotal | $741,352 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $741,352 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (51 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 1875.097 BLACKROCK STRATEGIC INCOME OPPORTUNITIES PORTFOLIO | 2014-11-03 | 2018-04-06 | $18,582 | $19,249 | -$667 | -$667 | |
| 151.435 BLACKROCK STRATEGIC INCOME OPPORTUNITIES PORTFOLIO | 2017-11-21 | 2018-04-06 | $1,501 | $1,504 | -$3 | -$3 | |
| 40.147 TEMPLETON GLOBAL BOND FUND AD FUND | 2017-11-21 | 2018-04-06 | $480 | $486 | -$6 | -$6 | |
| 1293.536 TEMPLETON GLOBAL BOND FUND AD FUND | 2014-11-03 | 2018-04-06 | $15,458 | $16,953 | -$1,495 | -$1,495 | |
| 56. ISHARES MSCI EAFE SMALL-CAP ETF | 2017-11-30 | 2018-04-30 | $3,683 | $3,573 | $110 | $110 | |
| 76. ISHARES MSCI EMERGING MKTS INDEX FUND | 2014-12-23 | 2018-05-31 | $3,466 | $2,466 | $1,000 | $1,000 | |
| 4. SECTOR SPDR TR SBI INT-TECH | 2017-04-28 | 2018-05-31 | $280 | $218 | $62 | $62 | |
| 128. AMEX FINANCIAL SELECT SPDR | 2018-04-30 | 2018-06-29 | $3,443 | $3,558 | -$115 | -$115 | |
| 48. SECTOR SPDR TR SBI INT-ENERGY | 2018-05-31 | 2018-07-31 | $3,706 | $3,664 | $42 | $42 | |
| 50. SECTOR SPDR TR SBI INT-TECH | 2017-04-28 | 2018-08-31 | $3,777 | $2,719 | $1,058 | $1,058 | |
| 2. SECTOR SPDR TR SBI INT-TECH | 2017-11-30 | 2018-08-31 | $151 | $127 | $24 | $24 | |
| 186. XTRACKERS MSCI JAPAN HEDGED ETF | 2015-04-30 | 2018-09-25 | $8,240 | $7,722 | $518 | $518 | |
| 1125. XTRACKERS MSCI EUROPE HEDGED ETF | 2015-04-30 | 2018-09-25 | $32,169 | $31,894 | $275 | $275 | |
| 43. XTRACKERS MSCI EUROPE HEDGED ETF | 2018-04-06 | 2018-09-25 | $1,230 | $1,194 | $36 | $36 | |
| 364.445 ARTISAN INTERNATIONAL FD-ADV | 2014-11-03 | 2018-09-26 | $12,402 | $10,937 | $1,465 | $1,465 | |
| 351.041 HARDING LOEVNER INTERNATIONAL EQUITY PORTFOLIO | 2014-11-03 | 2018-09-26 | $8,172 | $6,332 | $1,840 | $1,840 | |
| 1639.385 MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND CLASS I | 2014-11-03 | 2018-09-26 | $31,771 | $32,555 | -$784 | -$784 | |
| 542.655 TEMPLETON INSTL FDS INC FOREIGN EQUITY SER | 2015-01-27 | 2018-09-26 | $11,748 | $10,978 | $770 | $770 | |
| 43. ISHARES TR S&P SMLCAP 600 | 2018-06-29 | 2018-09-28 | $3,752 | $3,616 | $136 | $136 | |
| 33. SECTOR SPDR TR SBI CYCL TRANS | 2018-07-31 | 2018-09-28 | $3,875 | $3,672 | $203 | $203 | |
| 52. SECTOR SPDR TR SBI INT-ENERGY | 2018-08-31 | 2018-09-28 | $3,968 | $3,869 | $99 | $99 | |
| 22.889 CAMBIAR INTL EQUITY FUND-INS | 2016-12-20 | 2018-11-20 | $560 | $556 | $4 | $4 | |
| 109.165 BAIRD MIDCAP INST | 2016-04-06 | 2018-11-20 | $2,135 | $1,653 | $482 | $482 | |
| 31.181 WCM FOCUSED INTL GROWTH-INS | 2018-09-26 | 2018-11-20 | $459 | $520 | -$61 | -$61 | |
| 15. ISHARES TIPS BOND ETF | 2016-08-25 | 2018-11-20 | $1,637 | $1,744 | -$107 | -$107 | |
| 45. ISHARES CORE US AGGREGATE BOND ETF | 2014-11-03 | 2018-11-20 | $4,708 | $4,934 | -$226 | -$226 | |
| 3. ISHARES TR S&P SMLCP VALU | 2014-11-03 | 2018-11-20 | $441 | $346 | $95 | $95 | |
| 5. ISHARES TR S&P SMLCP GROW | 2014-11-03 | 2018-11-20 | $876 | $604 | $272 | $272 | |
| 44. ISHARES EDGE MSCI USA QUALITY FACTOR ETF | 2016-10-03 | 2018-11-20 | $3,573 | $2,958 | $615 | $615 | |
| 21. ISHARES EDGE MSCI USA VALUE FACTOR ETF | 2016-10-03 | 2018-11-20 | $1,659 | $1,367 | $292 | $292 | |
| 2. ISHARES EDGE MSCI USA MOMENTUM FACTOR ETF | 2018-09-28 | 2018-11-20 | $204 | $239 | -$35 | -$35 | |
| 211.044 LAZARD GLOBAL LISTED INFRASTRUCTURE PORTFOLIO | 2018-09-26 | 2018-11-20 | $3,149 | $3,229 | -$80 | -$80 | |
| 146.135 MFS VALUE FUND CLASS I FUND 893 | 2014-11-03 | 2018-11-20 | $5,740 | $5,126 | $614 | $614 | |
| 81.103 T ROWE PRICE GROWTH STOCK FUND | 2003-12-18 | 2018-11-20 | $5,121 | $2,302 | $2,819 | $2,819 | |
| 95.188 ROWE T PRICE VALUE FD INC COM | 2014-11-03 | 2018-11-20 | $3,397 | $3,540 | -$143 | -$143 | |
| 33.051 TOUCHSTONE SANDS CAPITAL SELECT GROWTH FD CLASS Y | 2014-11-03 | 2018-11-20 | $502 | $632 | -$130 | -$130 | |
| 156.753 VIRTUS SEIX FLOATING RATE HIGH INCOME FUND CLASS I | 2016-08-05 | 2018-11-20 | $1,343 | $1,347 | -$4 | -$4 | |
| 31.829 WELLS FARGO SPECIAL US MID CAP VALUE I | 2016-05-26 | 2018-11-20 | $1,140 | $1,022 | $118 | $118 | |
| 158.199 WESTERN ASSET CORE PLUS BOND FD CLASS I FD 287 | 2018-04-06 | 2018-11-20 | $1,740 | $1,835 | -$95 | -$95 | |
| 84. WISDOMTREE U.S. QUALITY DIVI ETF | 2016-10-03 | 2018-11-20 | $3,417 | $2,706 | $711 | $711 | |
| 721.827 VANGUARD TOTL BD MKT IDX-ADM | 2014-11-03 | 2018-11-21 | $7,420 | $7,832 | -$412 | -$412 | |
| 2898.097 TOUCHSTONE SANDS CAPITAL SELECT GROWTH FD CLASS Y | 2014-11-03 | 2018-11-28 | $47,790 | $53,462 | -$5,672 | -$5,672 | |
| 256.034 TOUCHSTONE SANDS CAPITAL SELECT GROWTH FD CLASS Y | 2018-04-06 | 2018-11-28 | $4,222 | $3,974 | $248 | $248 | |
| 11. ISHARES TIPS BOND ETF | 2016-08-25 | 2018-12-27 | $1,203 | $1,279 | -$76 | -$76 | |
| 43. ISHARES CORE US AGGREGATE BOND ETF | 2014-11-03 | 2018-12-27 | $4,554 | $4,715 | -$161 | -$161 | |
| 12. ISHARES MSCI EMERGING MKTS INDEX FUND | 2016-01-11 | 2018-12-27 | $460 | $390 | $70 | $70 | |
| 1. ISHARES EDGE MSCI USA MOMENTUM FACTOR ETF | 2018-09-28 | 2018-12-27 | $96 | $119 | -$23 | -$23 | |
| 419.632 VANGUARD TOTL BD MKT IDX-ADM | 2014-11-03 | 2018-12-27 | $4,364 | $4,553 | -$189 | -$189 | |
| 28.032 VIRTUS SEIX FLOATING RATE HIGH INCOME FUND CLASS I | 2016-08-05 | 2018-12-27 | $233 | $241 | -$8 | -$8 | |
| 205.935 WESTERN ASSET CORE PLUS BOND FD CLASS I FD 287 | 2018-04-06 | 2018-12-27 | $2,300 | $2,389 | -$89 | -$89 | |
| CAPITAL GAIN DIVIDENDS | $11,981 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $15,378 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $37,003 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $790,935 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046784 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $36,838 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $747,599 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049275 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $33,037 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $788,131 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.041918 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $34,661 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $784,607 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.044176 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $25,805 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $704,160 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.036647 | DistributionYr5Rt |
| Total Distribution | 0.2188 | TotalDistributionRt |
| Average Distribution | 0.04376 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $805,417 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $35,245 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $219 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $35,464 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $40,035 | 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 | $219 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $219 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $219 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $776 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $776 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $557 | OverpaymentAmt |
| Applied To ES Tax | $220 | AppliedToESTaxAmt |
| Refund | $337 | 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 | $11,530 |
| 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 | $817,682 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $817,682 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $817,682 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,265 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $805,417 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $40,271 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $40,271 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $219 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $219 | TotalTaxAmt |
| Distributable Before Adj | $40,052 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $40,052 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $40,052 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $40,035 | 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 | $40,035 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $219 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $39,816 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $40,052 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $38,009 | 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 | $40,035 | QualifyingDistributionsAmt |
| Applied To Year1 | $38,009 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,026 | 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 | $38,026 | 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 (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| WISSACHICKON CHARTER SCHOOL | ||||||||
| 4700 G WISSACHICKON AVE | PHILADELPHIA | PA | 19144 | NONE | PC | PRESERVING ARTS EDUCATION | $5,000 | |
| EASTERN PA CHAP NATL HEMOPHILIA FDN | ||||||||
| 1489 BALTIMORE PIKE STE 227 | SPRINGFIELD | PA | 19094 | NONE | PC | COLLEGE SCHOLARSHIP | $5,009 | |
| LEGACY YOUTH AND TENNIS | ||||||||
| 4842 RIDGE DRIVE | PHILADELPHIA | PA | 191291737 | NONE | PUBLIC CHARITY | LEGACY NJTL SUMMER | $4,000 | |
| RETIRED SR VOLUNTEER PROGRAM | ||||||||
| 901 E 8TH AVE STE 200 | KING OF PRUSSIA | PA | 19406 | NONE | PC | FAMILY LITERACY & TUTOR | $4,000 | OF MONTGOMERY COUNTY |
| NW PHILADELPHIA INTERFAITH HOSPITALITY | ||||||||
| 7047 GERMANTOWN AVE | PHILADELPHIA | PA | 19119 | NONE | PC | CHILDREN AND YOUTH | $4,000 | |
| LANTERN THEATER CO | ||||||||
| PO BOX 53428 | PHILADELPHIA | PA | 191053428 | NONE | PUBLIC CHARITY | ILLUMINATION RESIDENCIES | $4,000 | |
| 1812 PRODUCTIONS | ||||||||
| 2329 S 3RD STREET | PHILADELPHIA | PA | 191484019 | NONE | PUBLIC CHARITY | 1812 OUTREACH | $2,000 | |
| PHILIDELPHIA ANIMAL WELFARE SOCIETY | ||||||||
| 100 N 2ND ST | PHILADELPHIA | PA | 19106 | NONE | PC | PREPARE HOMELESS PETS | $5,000 | |
| ST JAMES SCHOOL | ||||||||
| 3217 W CLEARFIELD ST | PHILADELPHIA | PA | 19132 | NONE | PC | FOOD & NUTRITION INITIATIVE | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $38,009 | 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 | $16,928 | 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 | $15,378 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $32,306 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $32,306 | 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 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES - PRINCIPAL (ALLOCA | CategoryTxt |
| Legal Fees | $873 | LegalFeesAmt |
| Disbursements Charitable Prps | $873 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CARRYING VALUE ADJUSTMENTS | Desc |
| Amt | $5 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $336 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $776 | $0 | $0 |
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