MORRIS AND GERTRUDE HARRIS FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- MORRIS AND GERTRUDE HARRIS FOUNDATION (EIN 25-6508058)
- Tax period
- 2017-11-01 to 2018-10-31
- Filed
- 2018-12-12
- IRS object ID
- 201803469349100005
- Schema version
- 2017v2.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-12-12T13:00:15-06:00 | ReturnTs |
| Tax Period End | 2018-10-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 256508058 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MORRIS AND GERTRUDE HARRIS FOUNDATIO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HARR | BusinessNameControlTxt |
| Phone | 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 | 2018-11-16 | SignatureDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 161.150.112.71 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | F3877D7D1EBD0EA400D6E1B6800D50C712CC6CC0 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F3877D7D1EBD0EA400D6E1B6800D50C712CC6CC0 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,213,389 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $89,037 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $89,037 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $330,644 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,510,122 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $330,644 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $419,681 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $419,681 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $54,648 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $22,908 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $27,324 | 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 | $4,080 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $603 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $1,617 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $1,617 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $60,345 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $23,511 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $28,941 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $178,170 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $178,170 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $238,515 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $23,511 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $207,111 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $181,166 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $396,170 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $15,692 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $47,005 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $47,005 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $1,402,180 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,228,323 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,642,809 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,966,900 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,288,342 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,523,575 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,384,772 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,563,670 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,213,389 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $3,384,091 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,535,249 | CapitalStockEOYAmt |
| Retained Earning BOY | $681 | RetainedEarningBOYAmt |
| Retained Earning EOY | $28,421 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,384,772 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,563,670 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,384,772 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,563,670 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,384,772 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $181,166 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,565,938 | SubtotalAmt |
| Other Decreases | $2,268 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,563,670 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (184 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 521. CSX CORP COM | 2017-06-21 | 2017-11-01 | $27,097 | $27,170 | -$73 | -$73 | |
| 204. EXXON MOBIL CORP | 1998-01-23 | 2017-11-01 | $17,095 | $6,307 | $10,788 | $10,788 | |
| 265. VALERO ENERGY CORP NEW COM | 2016-12-16 | 2017-11-06 | $21,607 | $18,027 | $3,580 | $3,580 | |
| 252. INGERSOLL-RAND PLC SEDOL: B633030 | 2016-05-27 | 2017-11-06 | $21,760 | $16,743 | $5,017 | $5,017 | |
| 43. ABBOTT LABORATORIES INC | 2016-06-29 | 2017-11-20 | $2,374 | $1,651 | $723 | $723 | |
| 48. AETNA INC NEW | 2013-05-31 | 2017-11-20 | $8,270 | $2,964 | $5,306 | $5,306 | |
| 38. AGILENT TECHNOLOGIES (IPO) | 2017-08-25 | 2017-11-20 | $2,638 | $2,392 | $246 | $246 | |
| 6. ALPHABET INC/CA-CL A | 2015-11-09 | 2017-11-20 | $6,203 | $4,546 | $1,657 | $1,657 | |
| 34. ALTRIA GROUP INC | 2013-05-17 | 2017-11-20 | $2,257 | $1,268 | $989 | $989 | |
| 24. AMERICAN WATER WORKS CO INC | 2016-02-18 | 2017-11-20 | $2,118 | $1,587 | $531 | $531 | |
| 22. AMGEN INC | 2014-01-21 | 2017-11-20 | $3,708 | $2,621 | $1,087 | $1,087 | |
| 42. ANALOG DEVICES INC | 2017-09-08 | 2017-11-20 | $3,887 | $3,378 | $509 | $509 | |
| 59. APPLE INC | 2017-05-05 | 2017-11-20 | $10,016 | $8,766 | $1,250 | $1,250 | |
| 45. APPLIED MATERIALS INC | 2016-07-14 | 2017-11-20 | $2,613 | $1,182 | $1,431 | $1,431 | |
| 39. BANK NEW YORK MELLON CORP COM | 2016-05-05 | 2017-11-20 | $2,050 | $1,539 | $511 | $511 | |
| 54. BERRY GLOBAL GROUP INC | 2016-08-26 | 2017-11-20 | $3,202 | $2,475 | $727 | $727 | |
| 11. BIOGEN INC | 2016-08-04 | 2017-11-20 | $3,427 | $3,205 | $222 | $222 | |
| 10. BOEING CO | 2017-10-30 | 2017-11-20 | $2,647 | $2,600 | $47 | $47 | |
| 66. BORG WARNER INC. | 2017-10-02 | 2017-11-20 | $3,473 | $3,405 | $68 | $68 | |
| 26. BURLINGTON STORES INC | 2017-05-05 | 2017-11-20 | $2,751 | $2,625 | $126 | $126 | |
| 33. CBS CORP CLASS B WI | 2016-08-12 | 2017-11-20 | $1,855 | $1,726 | $129 | $129 | |
| 48. CISCO SYS INC COM | 1995-09-21 | 2017-11-20 | $1,739 | $191 | $1,548 | $1,548 | |
| 26. CITIGROUP INC | 2017-08-02 | 2017-11-20 | $1,865 | $1,804 | $61 | $61 | |
| 86. CITIZENS FINANCIAL GROUP | 2016-11-21 | 2017-11-20 | $3,289 | $2,755 | $534 | $534 | |
| 106. COMCAST CORPORATION CL A | 2012-03-06 | 2017-11-20 | $3,830 | $1,539 | $2,291 | $2,291 | |
| 35. CONOCOPHILLIPS | 2017-11-06 | 2017-11-20 | $1,754 | $1,882 | -$128 | -$128 | |
| 22. CONSTELLATION BRANDS INC CL A | 2014-06-27 | 2017-11-20 | $4,778 | $1,928 | $2,850 | $2,850 | |
| 15. CUMMINS INC | 2017-02-21 | 2017-11-20 | $2,404 | $2,313 | $91 | $91 | |
| 45. DOWDUPONT INC | 2016-10-18 | 2017-11-20 | $3,199 | $2,420 | $779 | $779 | |
| 229. EDWARDS LIFESCIENCES CORP | 2015-02-11 | 2017-11-20 | $24,438 | $14,898 | $9,540 | $9,540 | |
| 35. FACEBOOK INC | 2016-05-13 | 2017-11-20 | $6,265 | $4,208 | $2,057 | $2,057 | |
| 14. GENERAL DYNAMICS CORP | 2015-05-29 | 2017-11-20 | $2,786 | $1,964 | $822 | $822 | |
| 50. HALLIBURTON CO | 2017-02-02 | 2017-11-20 | $2,088 | $2,799 | -$711 | -$711 | |
| 26. HOME DEPOT INC COM | 1997-02-07 | 2017-11-20 | $4,425 | $2,781 | $1,644 | $1,644 | |
| 16. HONEYWELL INTL INC | 2015-02-05 | 2017-11-20 | $2,368 | $1,630 | $738 | $738 | |
| 20. ILLINOIS TOOL WORKS INC COM | 2016-02-18 | 2017-11-20 | $3,185 | $1,905 | $1,280 | $1,280 | |
| 49. INTEL CORP | 2016-08-23 | 2017-11-20 | $2,200 | $1,747 | $453 | $453 | |
| 73. J P MORGAN CHASE & CO COM | 2014-10-01 | 2017-11-20 | $7,190 | $4,558 | $2,632 | $2,632 | |
| 16. JOHNSON & JOHNSON COM | 1995-06-28 | 2017-11-20 | $2,206 | $271 | $1,935 | $1,935 | |
| 13. LAM RESEARCH CORP | 2015-06-05 | 2017-11-20 | $2,801 | $1,087 | $1,714 | $1,714 | |
| 16. LAUDER ESTEE COS INC CL A | 2017-09-08 | 2017-11-20 | $2,020 | $1,738 | $282 | $282 | |
| 10. MCDONALDS CORP COM | 2017-08-02 | 2017-11-20 | $1,669 | $1,556 | $113 | $113 | |
| 33. MICROSOFT CORP | 1995-12-28 | 2017-11-20 | $2,722 | $181 | $2,541 | $2,541 | |
| 12. MOHAWK INDS INC | 2017-08-25 | 2017-11-20 | $3,309 | $2,977 | $332 | $332 | |
| 61. MORGAN STANLEY | 2016-10-28 | 2017-11-20 | $2,988 | $2,039 | $949 | $949 | |
| 9. NORTHROP GRUMMAN CORPORATION | 2015-02-24 | 2017-11-20 | $2,698 | $1,530 | $1,168 | $1,168 | |
| 15. PARKER HANNIFIN CORP | 2017-04-13 | 2017-11-20 | $2,747 | $2,322 | $425 | $425 | |
| 28. PEPSICO INC COM | 2016-10-20 | 2017-11-20 | $3,230 | $2,976 | $254 | $254 | |
| 57. PROLOGIS INC | 2017-06-07 | 2017-11-20 | $3,804 | $3,232 | $572 | $572 | |
| 8. RAYTHEON COMPANY | 2016-02-01 | 2017-11-20 | $1,473 | $1,003 | $470 | $470 | |
| 34. ROYAL DUTCH SHELL PLC ADR A | 2017-10-30 | 2017-11-20 | $2,109 | $2,108 | $1 | $1 | |
| 23. S&P GLOBAL INC | 2016-05-26 | 2017-11-20 | $3,730 | $2,543 | $1,187 | $1,187 | |
| 5. SHERWIN-WILLIAMS CO | 2017-06-21 | 2017-11-20 | $1,941 | $1,781 | $160 | $160 | |
| 12. STANLEY BLACK & DECKER INC | 2017-11-06 | 2017-11-20 | $1,968 | $1,965 | $3 | $3 | |
| 37. STATE STR CORP COM | 2016-09-12 | 2017-11-20 | $3,443 | $2,603 | $840 | $840 | |
| 14. STRYKER CORP | 2017-03-15 | 2017-11-20 | $2,167 | $1,843 | $324 | $324 | |
| 59. SUNTRUST BANKS INC COM | 2016-06-29 | 2017-11-20 | $3,416 | $2,342 | $1,074 | $1,074 | |
| 35. T-MOBILE US INC | 2017-05-05 | 2017-11-20 | $2,096 | $2,308 | -$212 | -$212 | |
| 41. TEXAS INSTRS INC COM | 2015-11-16 | 2017-11-20 | $4,043 | $2,320 | $1,723 | $1,723 | |
| 15. THERMO ELECTRON CORP COM | 2015-08-21 | 2017-11-20 | $2,859 | $1,953 | $906 | $906 | |
| 54. TOTAL FINA S A | 2015-08-14 | 2017-11-20 | $2,952 | $2,655 | $297 | $297 | |
| 39. TRANSCANADA CORP (HOLDING CO) | 2017-06-07 | 2017-11-20 | $1,935 | $1,819 | $116 | $116 | |
| 34. TYSON FDS INC COM | 2017-10-02 | 2017-11-20 | $2,674 | $2,424 | $250 | $250 | |
| 16. UNITED RENTALS INC COM | 2017-06-07 | 2017-11-20 | $2,418 | $1,685 | $733 | $733 | |
| 15. UNITEDHEALTH GROUP INC COM | 2017-02-02 | 2017-11-20 | $3,150 | $2,428 | $722 | $722 | |
| 26. VISA INC CLASS A SHARES | 2013-02-11 | 2017-11-20 | $2,871 | $1,022 | $1,849 | $1,849 | |
| 51. WEC ENERGY GROUP INC | 2009-09-28 | 2017-11-20 | $3,462 | $1,140 | $2,322 | $2,322 | |
| 26. WYNDHAM WORLDWIDE CORP | 2015-12-22 | 2017-11-20 | $2,838 | $1,854 | $984 | $984 | |
| 40. TE CONNECTIVITY LTD SEDOL B62B7C3 ISIN CH0102993182 | 2017-06-07 | 2017-11-20 | $3,813 | $3,191 | $622 | $622 | |
| 26. ROYAL CARRIBEAN CRUISES LTD SEDOL 2754907 ISIN LR0008862868 | 2017-04-13 | 2017-11-20 | $3,209 | $2,462 | $747 | $747 | |
| 385. ABBOTT LABORATORIES INC | 2016-06-29 | 2017-12-14 | $21,142 | $14,780 | $6,362 | $6,362 | |
| 28. ABBVIE INC | 2017-12-14 | 2018-01-10 | $2,785 | $2,695 | $90 | $90 | |
| 17. AETNA INC NEW | 2013-05-31 | 2018-01-10 | $3,116 | $1,050 | $2,066 | $2,066 | |
| 106. AGILENT TECHNOLOGIES (IPO) | 2017-04-27 | 2018-01-10 | $7,494 | $5,881 | $1,613 | $1,613 | |
| 57. AGILENT TECHNOLOGIES (IPO) | 2017-08-25 | 2018-01-10 | $4,030 | $3,588 | $442 | $442 | |
| 9. ALPHABET INC/CA-CL A | 2015-11-09 | 2018-01-10 | $9,947 | $6,820 | $3,127 | $3,127 | |
| 47. ALTRIA GROUP INC | 2013-05-17 | 2018-01-10 | $3,301 | $1,753 | $1,548 | $1,548 | |
| 34. AMERICAN WATER WORKS CO INC | 2016-02-18 | 2018-01-10 | $2,910 | $2,249 | $661 | $661 | |
| 29. AMGEN INC | 2014-01-21 | 2018-01-10 | $5,292 | $3,456 | $1,836 | $1,836 | |
| 48. ANALOG DEVICES INC | 2017-09-08 | 2018-01-10 | $4,330 | $3,861 | $469 | $469 | |
| 80. APPLE INC | 2017-05-05 | 2018-01-10 | $13,878 | $11,886 | $1,992 | $1,992 | |
| 62. APPLIED MATERIALS INC | 2016-07-14 | 2018-01-10 | $3,306 | $1,628 | $1,678 | $1,678 | |
| 52. BANK NEW YORK MELLON CORP COM | 2016-05-05 | 2018-01-10 | $2,976 | $2,052 | $924 | $924 | |
| 73. BERRY GLOBAL GROUP INC | 2016-08-26 | 2018-01-10 | $4,378 | $3,346 | $1,032 | $1,032 | |
| 14. BIOGEN INC | 2016-08-04 | 2018-01-10 | $4,714 | $4,079 | $635 | $635 | |
| 14. BOEING CO | 2017-10-30 | 2018-01-10 | $4,487 | $3,640 | $847 | $847 | |
| 87. BORG WARNER INC. | 2017-10-02 | 2018-01-10 | $4,716 | $4,489 | $227 | $227 | |
| 32. BURLINGTON STORES INC | 2016-09-02 | 2018-01-10 | $3,884 | $2,710 | $1,174 | $1,174 | |
| 3. BURLINGTON STORES INC | 2017-05-05 | 2018-01-10 | $364 | $303 | $61 | $61 | |
| 45. CBS CORP CLASS B WI | 2016-08-12 | 2018-01-10 | $2,558 | $2,354 | $204 | $204 | |
| 65. CISCO SYS INC COM | 1995-09-21 | 2018-01-10 | $2,581 | $258 | $2,323 | $2,323 | |
| 48. CITIGROUP INC | 2017-08-02 | 2018-01-10 | $3,634 | $3,331 | $303 | $303 | |
| 117. CITIZENS FINANCIAL GROUP | 2016-11-21 | 2018-01-10 | $5,264 | $3,747 | $1,517 | $1,517 | |
| 144. COMCAST CORPORATION CL A | 2012-03-06 | 2018-01-10 | $5,859 | $2,091 | $3,768 | $3,768 | |
| 55. CONOCOPHILLIPS | 2017-11-06 | 2018-01-10 | $3,173 | $2,957 | $216 | $216 | |
| 30. CONSTELLATION BRANDS INC CL A | 2014-06-27 | 2018-01-10 | $6,564 | $2,629 | $3,935 | $3,935 | |
| 17. CUMMINS INC | 2017-02-21 | 2018-01-10 | $3,077 | $2,621 | $456 | $456 | |
| 62. DOWDUPONT INC | 2015-04-29 | 2018-01-10 | $4,599 | $3,310 | $1,289 | $1,289 | |
| 49. FACEBOOK INC | 2016-05-13 | 2018-01-10 | $9,163 | $5,891 | $3,272 | $3,272 | |
| 18. GENERAL DYNAMICS CORP | 2015-05-29 | 2018-01-10 | $3,690 | $2,525 | $1,165 | $1,165 | |
| 68. HALLIBURTON CO | 2017-02-02 | 2018-01-10 | $3,561 | $3,807 | -$246 | -$246 | |
| 35. HOME DEPOT INC COM | 1997-02-07 | 2018-01-10 | $6,714 | $408 | $6,306 | $6,306 | |
| 22. HONEYWELL INTL INC | 2015-02-05 | 2018-01-10 | $3,447 | $2,241 | $1,206 | $1,206 | |
| 26. ILLINOIS TOOL WORKS INC COM | 2016-02-18 | 2018-01-10 | $4,345 | $2,477 | $1,868 | $1,868 | |
| 67. INTEL CORP | 2016-08-23 | 2018-01-10 | $2,854 | $2,388 | $466 | $466 | |
| 97. J P MORGAN CHASE & CO COM | 2003-08-21 | 2018-01-10 | $10,661 | $5,121 | $5,540 | $5,540 | |
| 22. JOHNSON & JOHNSON COM | 1995-06-28 | 2018-01-10 | $3,163 | $372 | $2,791 | $2,791 | |
| 16. LAM RESEARCH CORP | 2015-06-05 | 2018-01-10 | $3,066 | $1,338 | $1,728 | $1,728 | |
| 39. LAUDER ESTEE COS INC CL A | 2017-09-08 | 2018-01-10 | $5,044 | $4,237 | $807 | $807 | |
| 29. MCDONALDS CORP COM | 2017-08-02 | 2018-01-10 | $5,035 | $4,512 | $523 | $523 | |
| 44. MICROSOFT CORP | 1995-12-28 | 2018-01-10 | $3,847 | $241 | $3,606 | $3,606 | |
| 12. MOHAWK INDS INC | 2017-08-25 | 2018-01-10 | $3,267 | $2,977 | $290 | $290 | |
| 5. MOHAWK INDS INC | 2017-05-05 | 2018-01-10 | $1,361 | $1,167 | $194 | $194 | |
| 83. MORGAN STANLEY | 2016-10-28 | 2018-01-10 | $4,490 | $2,775 | $1,715 | $1,715 | |
| 13. NORTHROP GRUMMAN CORPORATION | 2015-07-22 | 2018-01-10 | $4,002 | $2,165 | $1,837 | $1,837 | |
| 22. PARKER HANNIFIN CORP | 2017-04-13 | 2018-01-10 | $4,542 | $3,405 | $1,137 | $1,137 | |
| 38. PEPSICO INC COM | 2016-10-20 | 2018-01-10 | $4,455 | $4,039 | $416 | $416 | |
| 115. PFIZER INC COM | 2017-11-20 | 2018-01-10 | $4,188 | $4,075 | $113 | $113 | |
| 42. PRICE T ROWE GROUP INC COM | 2017-08-31 | 2018-01-10 | $4,709 | $3,864 | $845 | $845 | |
| 80. PROLOGIS INC | 2017-06-07 | 2018-01-10 | $4,924 | $4,536 | $388 | $388 | |
| 17. RAYTHEON COMPANY | 2016-02-01 | 2018-01-10 | $3,290 | $2,130 | $1,160 | $1,160 | |
| 47. ROYAL DUTCH SHELL PLC ADR A | 2017-10-30 | 2018-01-10 | $3,241 | $2,914 | $327 | $327 | |
| 31. S&P GLOBAL INC | 2016-05-26 | 2018-01-10 | $5,438 | $3,428 | $2,010 | $2,010 | |
| 7. SHERWIN-WILLIAMS CO | 2017-06-21 | 2018-01-10 | $2,944 | $2,493 | $451 | $451 | |
| 18. STANLEY BLACK & DECKER INC | 2017-11-06 | 2018-01-10 | $3,084 | $2,947 | $137 | $137 | |
| 49. STATE STR CORP COM | 2016-09-12 | 2018-01-10 | $5,124 | $3,447 | $1,677 | $1,677 | |
| 19. STRYKER CORP | 2017-03-15 | 2018-01-10 | $3,018 | $2,502 | $516 | $516 | |
| 80. SUNTRUST BANKS INC COM | 2016-06-29 | 2018-01-10 | $5,432 | $3,175 | $2,257 | $2,257 | |
| 48. T-MOBILE US INC | 2017-05-05 | 2018-01-10 | $3,070 | $3,166 | -$96 | -$96 | |
| 55. TEXAS INSTRS INC COM | 2015-11-16 | 2018-01-10 | $5,993 | $3,112 | $2,881 | $2,881 | |
| 43. THERMO ELECTRON CORP COM | 2015-08-21 | 2018-01-10 | $8,841 | $5,598 | $3,243 | $3,243 | |
| 74. TOTAL FINA S A | 2015-08-14 | 2018-01-10 | $4,254 | $3,639 | $615 | $615 | |
| 57. TRANSCANADA CORP (HOLDING CO) | 2017-06-07 | 2018-01-10 | $2,701 | $2,658 | $43 | $43 | |
| 52. TYSON FDS INC COM | 2017-10-02 | 2018-01-10 | $4,213 | $3,708 | $505 | $505 | |
| 24. UNITED RENTALS INC COM | 2017-06-07 | 2018-01-10 | $4,159 | $2,528 | $1,631 | $1,631 | |
| 15. UNITEDHEALTH GROUP INC COM | 2016-10-28 | 2018-01-10 | $3,351 | $2,103 | $1,248 | $1,248 | |
| 6. UNITEDHEALTH GROUP INC COM | 2017-02-02 | 2018-01-10 | $1,340 | $971 | $369 | $369 | |
| 36. VISA INC CLASS A SHARES | 2013-02-11 | 2018-01-10 | $4,261 | $1,415 | $2,846 | $2,846 | |
| 69. WEC ENERGY GROUP INC | 2009-09-28 | 2018-01-10 | $4,395 | $1,542 | $2,853 | $2,853 | |
| 243. WYNDHAM WORLDWIDE CORP | 2013-03-25 | 2018-01-10 | $27,391 | $15,644 | $11,747 | $11,747 | |
| 55. TE CONNECTIVITY LTD SEDOL B62B7C3 ISIN CH0102993182 | 2017-06-07 | 2018-01-10 | $5,401 | $4,387 | $1,014 | $1,014 | |
| 34. ROYAL CARRIBEAN CRUISES LTD SEDOL 2754907 ISIN LR0008862868 | 2017-04-13 | 2018-01-10 | $4,190 | $3,220 | $970 | $970 | |
| 321. TRANSCANADA CORP (HOLDING CO) | 2017-06-07 | 2018-01-25 | $15,146 | $14,968 | $178 | $178 | |
| 216. PEPSICO INC COM | 2016-06-03 | 2018-03-01 | $23,566 | $22,318 | $1,248 | $1,248 | |
| 385. PROLOGIS INC | 2016-10-28 | 2018-03-01 | $23,427 | $19,599 | $3,828 | $3,828 | |
| 74. PROLOGIS INC | 2017-06-07 | 2018-03-01 | $4,503 | $4,196 | $307 | $307 | |
| 43. SHERWIN-WILLIAMS CO | 2017-06-21 | 2018-03-06 | $16,865 | $15,315 | $1,550 | $1,550 | |
| 103. STANLEY BLACK & DECKER INC | 2017-11-06 | 2018-03-13 | $16,296 | $16,864 | -$568 | -$568 | |
| 8. MOHAWK INDS INC | 2017-05-05 | 2018-04-12 | $1,906 | $1,867 | $39 | $39 | |
| 90. MOHAWK INDS INC | 2016-08-12 | 2018-04-12 | $21,447 | $19,053 | $2,394 | $2,394 | |
| 96. AETNA INC NEW | 2013-05-31 | 2018-04-30 | $17,181 | $5,928 | $11,253 | $11,253 | |
| 152. ILLINOIS TOOL WORKS INC COM | 2016-02-18 | 2018-04-30 | $21,708 | $14,479 | $7,229 | $7,229 | |
| 268. ALTRIA GROUP INC | 2013-05-17 | 2018-05-07 | $14,981 | $9,994 | $4,987 | $4,987 | |
| 255. CBS CORP CLASS B WI | 2016-08-12 | 2018-05-07 | $13,185 | $13,340 | -$155 | -$155 | |
| 173. COMCAST CORPORATION CL A | 2012-03-06 | 2018-05-07 | $5,551 | $2,512 | $3,039 | $3,039 | |
| 30. HOME DEPOT INC COM | 1997-02-07 | 2018-05-07 | $5,535 | $350 | $5,185 | $5,185 | |
| 500. ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND | 2012-08-31 | 2018-05-07 | $57,254 | $60,230 | -$2,976 | -$2,976 | |
| 96. KOHLS CORP COM | 2018-04-12 | 2018-05-07 | $5,779 | $6,085 | -$306 | -$306 | |
| 8005.36 WELLS FARGO CORE BOND FUND CLASS I | 2012-03-12 | 2018-05-07 | $99,827 | $103,328 | -$3,501 | -$3,501 | |
| 38. ROYAL CARRIBEAN CRUISES LTD SEDOL 2754907 ISIN LR0008862868 | 2017-04-13 | 2018-05-07 | $4,009 | $3,599 | $410 | $410 | |
| 420. BERRY GLOBAL GROUP INC | 2016-08-26 | 2018-05-22 | $20,588 | $19,105 | $1,483 | $1,483 | |
| 128. HONEYWELL INTL INC | 2015-02-05 | 2018-05-22 | $19,399 | $13,038 | $6,361 | $6,361 | |
| 279. ANALOG DEVICES INC | 2017-06-15 | 2018-06-05 | $27,900 | $22,330 | $5,570 | $5,570 | |
| 387. HALLIBURTON CO | 2017-02-02 | 2018-06-15 | $18,061 | $21,667 | -$3,606 | -$3,606 | |
| 188. SMUCKER J M CO COM NEW | 2018-03-01 | 2018-06-15 | $19,760 | $24,026 | -$4,266 | -$4,266 | |
| 253. AGILENT TECHNOLOGIES (IPO) | 2017-04-27 | 2018-06-20 | $15,873 | $14,038 | $1,835 | $1,835 | |
| 172. CONSTELLATION BRANDS INC CL A | 2014-06-27 | 2018-07-17 | $36,809 | $14,845 | $21,964 | $21,964 | |
| 95. CUMMINS INC | 2017-02-21 | 2018-07-17 | $12,920 | $14,648 | -$1,728 | -$1,728 | |
| 102. GENERAL DYNAMICS CORP | 2015-05-29 | 2018-07-17 | $19,611 | $14,274 | $5,337 | $5,337 | |
| 89. THERMO ELECTRON CORP COM | 2015-08-21 | 2018-07-17 | $18,797 | $11,586 | $7,211 | $7,211 | |
| 121. PARKER HANNIFIN CORP | 2017-04-13 | 2018-08-08 | $20,862 | $18,729 | $2,133 | $2,133 | |
| 282. STATE STR CORP COM | 2016-09-12 | 2018-08-08 | $24,456 | $19,839 | $4,617 | $4,617 | |
| 63. TYSON FDS INC COM | 2017-10-02 | 2018-08-08 | $3,765 | $4,492 | -$727 | -$727 | |
| 239. TYSON FDS INC COM | 2016-03-14 | 2018-08-08 | $14,284 | $16,100 | -$1,816 | -$1,816 | |
| 104. FACEBOOK INC | 2016-03-03 | 2018-08-23 | $18,114 | $11,655 | $6,459 | $6,459 | |
| 127. JOHNSON & JOHNSON COM | 1995-06-28 | 2018-08-23 | $17,125 | $2,149 | $14,976 | $14,976 | |
| 223. LAUDER ESTEE COS INC CL A | 2017-09-08 | 2018-08-23 | $29,810 | $24,161 | $5,649 | $5,649 | |
| 268. ROYAL DUTCH SHELL PLC ADR A | 2017-10-30 | 2018-09-04 | $17,492 | $16,613 | $879 | $879 | |
| 499. BORG WARNER INC. | 2017-08-25 | 2018-10-19 | $18,251 | $22,499 | -$4,248 | -$4,248 | |
| 97. LAM RESEARCH CORP | 2015-06-05 | 2018-10-19 | $14,257 | $7,691 | $6,566 | $6,566 | |
| 167. MARRIOTT INTERNATIONAL INC CL A | 2018-01-10 | 2018-10-19 | $19,049 | $22,900 | -$3,851 | -$3,851 | |
| 112. STRYKER CORP | 2017-03-15 | 2018-10-19 | $19,248 | $14,747 | $4,501 | $4,501 | |
| 495. US FOODS HOLDING CORP | 2018-06-15 | 2018-10-19 | $15,063 | $18,612 | -$3,549 | -$3,549 | |
| CAPITAL GAIN DIVIDENDS | $22,832 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $330,644 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $192,573 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,144,468 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046465 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $198,521 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,909,561 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050778 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $189,317 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,091,041 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046276 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $160,705 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,954,349 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04064 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $163,460 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,601,608 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.045385 | DistributionYr5Rt |
| Total Distribution | 0.229544 | TotalDistributionRt |
| Average Distribution | 0.045909 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,490,208 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $206,141 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,962 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $210,103 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $207,111 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,923 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,923 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,923 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,364 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,364 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $5,559 | 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 | 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 | 152129938 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| BRUCE F RUDOY | ||||||
| 107 MAYFAIR DRIVE | PITTSBURGH | PA | 152281144 | CO-TRUSTEE | 2 | $8,833 |
| PNC BANK N A | ||||||
| 116 ALLEGHENY CENTER MALL | PITTSBURGH | PA | 152129938 | CO-TRUSTEE | 9 | $45,815 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,558,587 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,558,587 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,558,587 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $68,379 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,490,208 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $224,510 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $224,510 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,923 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,923 | TotalTaxAmt |
| Distributable Before Adj | $216,587 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $216,587 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $216,587 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $207,111 | 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 | $207,111 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $207,111 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $216,587 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $178,170 | 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 | $207,111 | QualifyingDistributionsAmt |
| Applied To Year1 | $178,170 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $28,941 | 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 | $187,646 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JOAN MASTREAN PNC BANK N A | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 116 ALLEGHENY CENTER MALL | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152129938 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4127622175 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATION FORMS ARE AVAILABLE FROM THE UNIVERSITY OF PITTSBURGH SCHOOL OF MEDICINE, OFFICE OF FINANCIAL AID. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEPTEMBER 1ST. | SubmissionDeadlinesTxt |
| Restrictions On Awards | SCHOLARSHIPS ARE PRIMARILY AWARDED TO MEDICAL STUDENTS OF THE JEWISH RELIGION, WHO ARE ATTENDING THE UNIV OF PITTSBURGH SCHOOL OF MEDICINE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF PITTSBURGH | BusinessNameLine1Txt |
| Business Name Line2 | SCHOOL OF MEDICINE | BusinessNameLine2Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 518 SCAIFE HALL | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15261 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | 2017-2018 SCHOLARSHIP | GrantOrContributionPurposeTxt |
| Amt | $178,170 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $178,170 | 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 | $89,037 | 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 | $330,644 | 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 | $419,681 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $419,681 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS - FIXED | AT COST | $974,643 | $941,560 |
| MUTUAL FUNDS - EQUITY | AT COST | $1,313,699 | $1,582,015 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| ROUNDING ADJ FOR SALES AND TRANSACTIONS | $11 |
| TRANSCANADA DIV PAID AT INCORRECT RATE | $261 |
| POSTED CURRENT YEAR FOR PRIOR YEAR | $1,996 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LIABILITY INSURANCE FEES | Desc |
| Revenue And Expenses Per Books | $1,617 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,617 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $603 | $603 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $1,113 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $2,364 | $0 | $0 |
Comments