MAPLEWOOD FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- MAPLEWOOD FOUNDATION (EIN 25-6502637)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2018-09-14
- IRS object ID
- 201802579349100525
- 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
- Legal Fees Schedule
- Other Decreases Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-09-14T13:00:33-05:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 256502637 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAPLEWOOD FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MAPL | BusinessNameControlTxt |
| Phone | 4127623792 | 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 | 4127623792 | PhoneNum |
| Signature | 2018-08-22 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $9,145,548 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $130,994 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $130,994 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $383,329 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,438,774 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $383,329 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $6,787 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $521,110 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $514,323 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $52,797 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $42,238 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $10,559 | 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 | $1,216 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,216 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,554 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,204 | 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 |
| Tot Opr Expenses Rev And Expnss | $60,567 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $43,442 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,775 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $130,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $130,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $190,567 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $43,442 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $141,775 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $330,543 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $470,881 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $409,506 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $431,594 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $431,594 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $2,379,868 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,688,314 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,858,545 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $3,620,760 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,620,760 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,855,409 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,410,134 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,740,668 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,145,548 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $6,410,134 | CapitalStockBOYAmt |
| Capital Stock EOY | $6,584,504 | CapitalStockEOYAmt |
| Retained Earning EOY | $156,164 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,410,134 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,740,668 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,410,134 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,740,668 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,410,134 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $330,543 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,740,677 | SubtotalAmt |
| Other Decreases | $9 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,740,668 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (91 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 206. NORTHERN TRUST CORP | 2016-05-19 | 2017-07-28 | $17,991 | $14,578 | $3,413 | $3,413 | |
| 178. NORTHERN TRUST CORP | 2016-05-19 | 2017-07-31 | $15,592 | $12,597 | $2,995 | $2,995 | |
| 19. NORTHERN TRUST CORP | 2016-05-19 | 2017-07-31 | $1,662 | $1,345 | $317 | $317 | |
| 207. NORTHERN TRUST CORP | 2016-05-19 | 2017-08-01 | $18,211 | $14,649 | $3,562 | $3,562 | |
| 590. DISNEY WALT CO | 2012-06-01 | 2017-08-18 | $59,565 | $26,307 | $33,258 | $33,258 | |
| 294. WELLS FARGO & CO NEW COM | 2009-05-12 | 2017-08-25 | $15,269 | $7,897 | $7,372 | $7,372 | |
| 4. WELLS FARGO & CO NEW COM | 2009-05-12 | 2017-08-25 | $208 | $107 | $101 | $101 | |
| 498. WELLS FARGO & CO NEW COM | 2009-05-12 | 2017-08-28 | $25,703 | $13,376 | $12,327 | $12,327 | |
| 580. KRAFT HEINZ CO/THE | 2016-09-13 | 2017-09-01 | $46,655 | $51,063 | -$4,408 | -$4,408 | |
| 132. DR PEPPER SNAPPLE GROUP INC | 2014-10-13 | 2017-09-29 | $11,699 | $8,489 | $3,210 | $3,210 | |
| 11. DR PEPPER SNAPPLE GROUP INC | 2014-10-13 | 2017-09-29 | $973 | $707 | $266 | $266 | |
| 193. DR PEPPER SNAPPLE GROUP INC | 2014-10-13 | 2017-10-02 | $16,940 | $12,409 | $4,531 | $4,531 | |
| 108. DR PEPPER SNAPPLE GROUP INC | 2014-10-13 | 2017-10-03 | $9,424 | $6,944 | $2,480 | $2,480 | |
| 48. DR PEPPER SNAPPLE GROUP INC | 2014-10-13 | 2017-10-03 | $4,188 | $3,086 | $1,102 | $1,102 | |
| 148. DR PEPPER SNAPPLE GROUP INC | 2014-10-13 | 2017-10-04 | $12,931 | $9,515 | $3,416 | $3,416 | |
| 290. CSX CORP COM | 2017-06-19 | 2017-10-20 | $15,833 | $15,411 | $422 | $422 | |
| 301. EXXON MOBIL CORP | 1997-01-16 | 2017-10-20 | $24,964 | $7,489 | $17,475 | $17,475 | |
| 51. EXXON MOBIL CORP | 1997-01-16 | 2017-10-20 | $4,226 | $1,269 | $2,957 | $2,957 | |
| 512. CSX CORP COM | 2017-06-19 | 2017-10-23 | $27,824 | $27,115 | $709 | $709 | |
| 17. CSX CORP COM | 2017-06-20 | 2017-10-23 | $928 | $888 | $40 | $40 | |
| 1. JP MORGAN CHASE & COMPANY FAIR FUND | 2001-01-01 | 2017-10-23 | $199 | $25 | $174 | $174 | |
| 73. CSX CORP COM | 2017-06-20 | 2017-10-24 | $3,976 | $3,815 | $161 | $161 | |
| 8. CSX CORP COM | 2017-06-20 | 2017-10-24 | $437 | $418 | $19 | $19 | |
| 8. VALERO ENERGY CORP NEW COM | 2016-12-09 | 2017-11-03 | $648 | $543 | $105 | $105 | |
| 196. VALERO ENERGY CORP NEW COM | 2016-12-09 | 2017-11-03 | $15,868 | $13,295 | $2,573 | $2,573 | |
| 19. VALERO ENERGY CORP NEW COM | 2016-12-09 | 2017-11-03 | $1,533 | $1,289 | $244 | $244 | |
| 214. INGERSOLL-RAND PLC SEDOL: B633030 | 2016-05-27 | 2017-11-03 | $18,475 | $14,207 | $4,268 | $4,268 | |
| 8. INGERSOLL-RAND PLC SEDOL: B633030 | 2016-05-27 | 2017-11-03 | $688 | $531 | $157 | $157 | |
| 237. VALERO ENERGY CORP NEW COM | 2016-12-09 | 2017-11-06 | $19,284 | $16,076 | $3,208 | $3,208 | |
| 4. INGERSOLL-RAND PLC SEDOL: B633030 | 2016-05-27 | 2017-11-06 | $344 | $265 | $79 | $79 | |
| 214. INGERSOLL-RAND PLC SEDOL: B633030 | 2016-05-26 | 2017-11-06 | $18,515 | $14,185 | $4,330 | $4,330 | |
| 60. AETNA INC NEW | 2013-05-30 | 2017-11-10 | $10,466 | $3,695 | $6,771 | $6,771 | |
| 57. EDWARDS LIFESCIENCES CORP | 2015-02-06 | 2017-11-10 | $5,917 | $3,786 | $2,131 | $2,131 | |
| 373. EDWARDS LIFESCIENCES CORP | 2015-02-06 | 2017-11-10 | $38,744 | $24,697 | $14,047 | $14,047 | |
| 760. ABBOTT LABORATORIES INC | 2016-06-24 | 2017-12-08 | $41,402 | $29,023 | $12,379 | $12,379 | |
| 15. AGILENT TECHNOLOGIES (IPO) | 2017-04-24 | 2018-01-04 | $1,035 | $815 | $220 | $220 | |
| 160. AGILENT TECHNOLOGIES (IPO) | 2017-08-18 | 2018-01-04 | $11,035 | $9,835 | $1,200 | $1,200 | |
| 45. AGILENT TECHNOLOGIES (IPO) | 2017-04-24 | 2018-01-04 | $3,122 | $2,446 | $676 | $676 | |
| 70. THERMO ELECTRON CORP COM | 2015-08-20 | 2018-01-04 | $13,934 | $9,309 | $4,625 | $4,625 | |
| 149. WYNDHAM WORLDWIDE CORP | 2013-03-18 | 2018-01-04 | $17,289 | $9,315 | $7,974 | $7,974 | |
| 321. WYNDHAM WORLDWIDE CORP | 2013-03-18 | 2018-01-05 | $36,220 | $20,069 | $16,151 | $16,151 | |
| 7. TRANSCANADA CORP (HOLDING CO) | 2017-06-06 | 2018-01-19 | $338 | $331 | $7 | $7 | |
| 112. TRANSCANADA CORP (HOLDING CO) | 2017-06-06 | 2018-01-19 | $5,373 | $5,302 | $71 | $71 | |
| 148. TRANSCANADA CORP (HOLDING CO) | 2017-06-05 | 2018-01-19 | $7,106 | $7,004 | $102 | $102 | |
| 76. TRANSCANADA CORP (HOLDING CO) | 2017-06-05 | 2018-01-22 | $3,645 | $3,579 | $66 | $66 | |
| 387. TRANSCANADA CORP (HOLDING CO) | 2017-06-02 | 2018-01-22 | $18,560 | $18,192 | $368 | $368 | |
| 590. CBS CORP CLASS B WI | 2016-08-08 | 2018-02-02 | $33,010 | $30,713 | $2,297 | $2,297 | |
| 100. HOME DEPOT INC COM | 2012-01-09 | 2018-02-02 | $19,535 | $4,320 | $15,215 | $15,215 | |
| 10. MOHAWK INDS INC | 2017-03-13 | 2018-02-02 | $2,713 | $2,304 | $409 | $409 | |
| 40. MOHAWK INDS INC | 2017-08-18 | 2018-02-02 | $10,853 | $9,949 | $904 | $904 | |
| 490. PEPSICO INC COM | 2016-06-02 | 2018-02-23 | $53,648 | $49,905 | $3,743 | $3,743 | |
| 360. PROLOGIS INC | 2017-06-02 | 2018-02-23 | $22,040 | $20,479 | $1,561 | $1,561 | |
| 420. PROLOGIS INC | 2016-10-21 | 2018-02-23 | $25,713 | $22,119 | $3,594 | $3,594 | |
| 250. PROLOGIS INC | 2016-10-21 | 2018-02-26 | $15,293 | $13,082 | $2,211 | $2,211 | |
| 98. SHERWIN-WILLIAMS CO | 2017-06-19 | 2018-03-02 | $38,382 | $34,930 | $3,452 | $3,452 | |
| 2. SHERWIN-WILLIAMS CO | 2017-06-19 | 2018-03-05 | $778 | $712 | $66 | $66 | |
| 230. STANLEY BLACK & DECKER INC | 2017-11-03 | 2018-03-09 | $36,774 | $37,790 | -$1,016 | -$1,016 | |
| 170. MOHAWK INDS INC | 2016-08-05 | 2018-04-05 | $40,710 | $36,578 | $4,132 | $4,132 | |
| 1. JPMORGAN CHASE 46625H100 | 2001-01-01 | 2018-04-24 | $200 | $25 | $175 | $175 | |
| 220. AETNA INC NEW | 2013-05-30 | 2018-04-26 | $39,386 | $13,550 | $25,836 | $25,836 | |
| 119. ILLINOIS TOOL WORKS INC COM | 2016-02-17 | 2018-04-26 | $17,120 | $11,301 | $5,819 | $5,819 | |
| 231. ILLINOIS TOOL WORKS INC COM | 2016-02-16 | 2018-04-27 | $32,882 | $21,641 | $11,241 | $11,241 | |
| 30. AMGEN INC | 2013-12-30 | 2018-05-04 | $5,078 | $3,463 | $1,615 | $1,615 | |
| 20. APPLE INC | 2017-04-28 | 2018-05-04 | $3,676 | $2,873 | $803 | $803 | |
| 600. COMCAST CORPORATION CL A | 2011-10-12 | 2018-05-04 | $19,115 | $7,106 | $12,009 | $12,009 | |
| 40. CONSTELLATION BRANDS INC CL A | 2014-05-15 | 2018-05-04 | $8,879 | $3,184 | $5,695 | $5,695 | |
| 20. FACEBOOK INC | 2016-03-02 | 2018-05-04 | $3,529 | $2,191 | $1,338 | $1,338 | |
| 90. J P MORGAN CHASE & CO COM | 2005-11-08 | 2018-05-04 | $9,776 | $3,368 | $6,408 | $6,408 | |
| 10. RAYTHEON COMPANY | 2016-01-29 | 2018-05-04 | $2,029 | $1,273 | $756 | $756 | |
| 10. S&P GLOBAL INC | 2016-05-20 | 2018-05-04 | $1,923 | $1,083 | $840 | $840 | |
| 30. STATE STR CORP COM | 2016-09-07 | 2018-05-04 | $2,944 | $2,117 | $827 | $827 | |
| 50. VISA INC CLASS A SHARES | 2013-02-08 | 2018-05-04 | $6,403 | $1,970 | $4,433 | $4,433 | |
| 110. WEC ENERGY GROUP INC | 2009-03-13 | 2018-05-04 | $7,107 | $2,083 | $5,024 | $5,024 | |
| 100. ROYAL CARRIBEAN CRUISES LTD SEDOL 2754907 ISIN LR0008862868 | 2017-04-10 | 2018-05-04 | $10,707 | $9,819 | $888 | $888 | |
| 109. BERRY GLOBAL GROUP INC | 2016-08-25 | 2018-05-15 | $5,208 | $4,928 | $280 | $280 | |
| 497. BERRY GLOBAL GROUP INC | 2016-08-25 | 2018-05-15 | $23,647 | $22,194 | $1,453 | $1,453 | |
| 260. HONEYWELL INTL INC | 2015-02-02 | 2018-05-15 | $38,271 | $25,535 | $12,736 | $12,736 | |
| 20. HONEYWELL INTL INC | 2015-02-02 | 2018-05-15 | $2,941 | $1,964 | $977 | $977 | |
| 145. BERRY GLOBAL GROUP INC | 2016-08-24 | 2018-05-16 | $6,919 | $6,366 | $553 | $553 | |
| 143. BERRY GLOBAL GROUP INC | 2016-08-24 | 2018-05-16 | $6,827 | $6,195 | $632 | $632 | |
| 56. BERRY GLOBAL GROUP INC | 2016-08-24 | 2018-05-16 | $2,669 | $2,426 | $243 | $243 | |
| 21. BERRY GLOBAL GROUP INC | 2016-08-24 | 2018-05-17 | $998 | $910 | $88 | $88 | |
| 9. BERRY GLOBAL GROUP INC | 2016-08-24 | 2018-05-17 | $427 | $390 | $37 | $37 | |
| 620. ANALOG DEVICES INC | 2017-06-14 | 2018-05-23 | $58,551 | $50,833 | $7,718 | $7,718 | |
| 870. HALLIBURTON CO | 2017-01-27 | 2018-06-13 | $41,630 | $49,915 | -$8,285 | -$8,285 | |
| 94. SMUCKER J M CO COM NEW | 2018-02-27 | 2018-06-13 | $9,847 | $12,050 | -$2,203 | -$2,203 | |
| 101. SMUCKER J M CO COM NEW | 2018-02-26 | 2018-06-14 | $10,497 | $12,826 | -$2,329 | -$2,329 | |
| 110. AGILENT TECHNOLOGIES (IPO) | 2017-04-21 | 2018-06-15 | $7,229 | $5,978 | $1,251 | $1,251 | |
| 450. AGILENT TECHNOLOGIES (IPO) | 2017-04-21 | 2018-06-15 | $29,659 | $23,881 | $5,778 | $5,778 | |
| 255. SMUCKER J M CO COM NEW | 2018-02-23 | 2018-06-15 | $26,717 | $31,838 | -$5,121 | -$5,121 | |
| CAPITAL GAIN DIVIDENDS | $71,595 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $383,329 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,415,410 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,247,765 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.171611 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,753,791 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,413,861 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.208441 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $999,094 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $10,697,761 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.093393 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,094,445 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,778,137 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.111928 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $506,479 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $9,390,582 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.053935 | DistributionYr5Rt |
| Total Distribution | 0.639308 | TotalDistributionRt |
| Average Distribution | 0.127862 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,790,914 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,124,024 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,709 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,128,733 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $141,775 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,418 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,418 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,418 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,676 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $9,676 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $258 | OverpaymentAmt |
| Applied To ES Tax | $258 | 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 |
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 | 4127623792 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 116 ALLEGHENY CENTER MALL P8-YB35- | 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| PNC BANK N A | ||||||
| 116 Allegheny Center Mall P8-YB35- | PITTSBURGH | PA | 152129938 | CO-TRUSTEE | 11 | $52,797 |
| G WILLIAM BISSELL | ||||||
| 119 GRANDVIEW DRIVE | VERONA | PA | 151473894 | CO-TRUSTEE | 2 | $0 |
| George W Childs | ||||||
| 7417 Richland Place | Pittsburgh | PA | 152082733 | CO-TRUSTEE | 2 | $0 |
| JOHN CAMPBELL HARMON | ||||||
| 120 Fifth Avenue | Pittsburgh | PA | 15222 | CO-TRUSTEE | 2 | $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 | $8,924,786 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,924,786 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,924,786 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $133,872 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,790,914 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $439,546 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $439,546 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,418 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,418 | TotalTaxAmt |
| Distributable Before Adj | $430,128 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $430,128 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $430,128 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $141,775 | 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 | $141,775 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $141,775 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $430,128 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $51,772 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $628,612 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $492,072 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,346,748 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,020,324 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,539,528 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $141,775 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $141,775 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $288,353 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $288,353 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,251,175 | 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 | $3,251,175 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $392,031 | ExcessFromYear4Amt |
| Excess From Year3 | $492,072 | ExcessFromYear3Amt |
| Excess From Year2 | $1,346,748 | ExcessFromYear2Amt |
| Excess From Year1 | $1,020,324 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Chapter of Trinity Cathedral Church | BusinessNameLine1Txt |
| Business Name Line2 | of the Diocese of Pittsburgh | BusinessNameLine2Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 525 WILLIAM PENN PLACE | AddressLine1Txt |
| City | Pittsburgh | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | 2018 GRANTS | GrantOrContributionPurposeTxt |
| Amt | $130,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $130,000 | 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 | $130,994 | 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 | $383,329 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,787 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $521,110 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $521,110 | 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 - EQUITY | AT COST | $1,688,785 | $2,465,215 |
| ETF - EQUITY | AT COST | $1,931,975 | $2,390,194 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES - INCOME (ALLOCABLE | CategoryTxt |
| Legal Fees | $1,216 | LegalFeesAmt |
| Disbursements Charitable Prps | $1,216 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING ADJUSTMENT | Desc |
| Amt | $9 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND FROM PRIOR YEAR | Desc |
| Revenue And Expenses Per Books | $6,787 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,204 | $1,204 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $5,350 | $0 | $0 |
Comments