SAMUEL AND EDITH@JUSTUS CHARITABLE TRUST: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- SAMUEL AND EDITH@JUSTUS CHARITABLE TRUST (EIN 47-1840657)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-06-19
- IRS object ID
- 201701709349100500
- Schema version
- 2016v3.0
- 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 | 2017-06-19T15:00:16-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 471840657 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAMUEL AND EDITH JUSTUS CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JUS | BusinessNameControlTxt |
| Phone | 4127685892 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 609 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152309738 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PNC BANK N A BY | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 4127685892 | PhoneNum |
| Signature | 2017-06-19 | SignatureDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 161.150.176.3 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B62B456F261951C798FA00B8391BA4DFFBFA8205 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B62B456F261951C798FA00B8391BA4DFFBFA8205 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2018-03-14 21:41:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $25,492,761 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $492,153 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $492,153 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $75,937 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,587,366 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $75,937 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $568,090 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $568,090 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $216,930 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $108,465 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $108,465 | 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 | $13,144 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,770 | 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 | $230,074 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $113,235 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $108,465 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $892,641 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $892,641 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,122,715 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $113,235 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,001,106 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$554,625 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $454,855 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,107,038 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $800,434 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $800,434 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $16,268,187 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,182,792 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $16,709,947 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $6,012,772 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,766,926 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,823,758 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,082,649 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,158,622 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $23,387,997 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,832,801 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $25,492,761 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $23,387,997 | CapitalStockBOYAmt |
| Capital Stock EOY | $22,832,801 | CapitalStockEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $23,387,997 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $22,832,801 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $23,387,997 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $22,832,801 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $23,387,997 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$554,625 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $22,833,372 | SubtotalAmt |
| Other Decreases | $571 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $22,832,801 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (145 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 457.995 AQR MANAGED FUTURES STRATEGY FUND CLASS I | 2014-12-09 | 2016-01-25 | $4,827 | $5,157 | -$330 | -$330 | |
| 11390.487 AQR MANAGED FUTURES STRATEGY FUND CLASS I | 2015-07-24 | 2016-01-25 | $120,056 | $122,903 | -$2,847 | -$2,847 | |
| 40782.987 DRIEHAUS ACTIVE INCOME FUND FUND 640 | 2015-10-27 | 2016-01-25 | $394,371 | $415,171 | -$20,800 | -$20,800 | |
| 48421.403 GOLDMAN SACHS ABSOLUTE RETURN TRACKER FUND CL I | 2015-10-27 | 2016-01-25 | $417,877 | $441,119 | -$23,242 | -$23,242 | |
| 380. BOEING CO | 2012-07-31 | 2016-01-29 | $45,431 | $26,366 | $19,065 | $19,065 | |
| 944. MONDELEZ INTERNATIONAL | 2015-09-15 | 2016-02-05 | $35,853 | $40,526 | -$4,673 | -$4,673 | |
| 1554. INVESCO LTD ISIN BMG491BT1088 SEDOL B28XP76 | 2013-05-09 | 2016-02-05 | $42,079 | $58,056 | -$15,977 | -$15,977 | |
| 41. MONDELEZ INTERNATIONAL | 2015-09-15 | 2016-02-08 | $1,520 | $1,760 | -$240 | -$240 | |
| 225. MONDELEZ INTERNATIONAL | 2015-09-15 | 2016-02-08 | $8,183 | $9,659 | -$1,476 | -$1,476 | |
| 506. INVESCO LTD ISIN BMG491BT1088 SEDOL B28XP76 | 2013-05-09 | 2016-02-08 | $13,039 | $16,733 | -$3,694 | -$3,694 | |
| 408. STANLEY BLACK & DECKER INC | 2015-06-10 | 2016-02-16 | $37,947 | $43,766 | -$5,819 | -$5,819 | |
| 21. STANLEY BLACK & DECKER INC | 2015-06-10 | 2016-02-16 | $1,955 | $2,229 | -$274 | -$274 | |
| 211. STANLEY BLACK & DECKER INC | 2015-06-10 | 2016-02-17 | $19,616 | $22,397 | -$2,781 | -$2,781 | |
| 490. APPLE INC | 2013-10-10 | 2016-03-02 | $49,121 | $46,261 | $2,860 | $2,860 | |
| 560. SKYWORKS SOLUTIONS INC COM | 2014-03-21 | 2016-03-02 | $38,521 | $21,487 | $17,034 | $17,034 | |
| 1240. KROGER CO | 2014-05-07 | 2016-03-11 | $47,667 | $28,532 | $19,135 | $19,135 | |
| 1. SCHERING-PLOUGH CORP | 2001-01-01 | 2016-03-15 | $109 | $109 | $109 | ||
| 11866.793 AMG GW&K SMALL CAP CORE FUND -S | 2012-06-26 | 2016-03-16 | $258,103 | $207,000 | $51,103 | $51,103 | |
| 43901.099 FIDELITY ADVISOR FLOATING HIGH INCOME FUND I | 2011-01-14 | 2016-03-16 | $399,500 | $430,111 | -$30,611 | -$30,611 | |
| 5882.469 HARBOR FD INTL FD | 2011-09-26 | 2016-03-16 | $347,595 | $297,135 | $50,460 | $50,460 | |
| 775. ISHARES TR RUSSELL MIDCAP INDEX FD | 2009-04-28 | 2016-03-16 | $122,976 | $71,299 | $51,677 | $51,677 | |
| 33474.576 TEMPLETON GLOBAL BOND FUND AD FUND | 2011-09-26 | 2016-03-16 | $375,250 | $427,996 | -$52,746 | -$52,746 | |
| 25203.152 TOUCHSTONE SANDS CAPITAL SELECT GROWTH FD CLASS Y | 2015-03-18 | 2016-03-16 | $373,511 | $475,000 | -$101,489 | -$101,489 | |
| 22371.365 TOUCHSTONE SANDS CAPITAL SELECT GROWTH FD CLASS Y | 2015-01-20 | 2016-03-16 | $331,544 | $400,000 | -$68,456 | -$68,456 | |
| 301. SNAP-ON INC COM | 2014-09-12 | 2016-03-17 | $46,960 | $37,837 | $9,123 | $9,123 | |
| 29. SNAP-ON INC COM | 2014-09-12 | 2016-03-17 | $4,523 | $3,645 | $878 | $878 | |
| 3094.488 DIAMOND HILL LONG-SHORT FUND CL I | 2015-04-27 | 2016-04-27 | $75,846 | $75,476 | $370 | $370 | |
| 10795.565 DIAMOND HILL LONG-SHORT FUND CL I | 2015-01-08 | 2016-04-27 | $264,599 | $259,094 | $5,505 | $5,505 | |
| 1072.389 T ROWE PRICE REAL ESTATE FUND FD 122 | 2015-07-24 | 2016-04-27 | $30,306 | $28,333 | $1,973 | $1,973 | |
| 366. AMERIPRISE FINANCIAL INC | 2015-01-23 | 2016-04-29 | $35,122 | $47,498 | -$12,376 | -$12,376 | |
| 34. AMERIPRISE FINANCIAL INC | 2015-01-23 | 2016-05-02 | $3,308 | $4,409 | -$1,101 | -$1,101 | |
| 1585. CISCO SYS INC COM | 2014-07-01 | 2016-05-05 | $41,595 | $41,726 | -$131 | -$131 | |
| 254. MICROSOFT CORP | 2015-12-18 | 2016-05-05 | $12,684 | $13,931 | -$1,247 | -$1,247 | |
| 550. APPLE INC | 2009-08-06 | 2016-05-06 | $50,867 | $14,763 | $36,104 | $36,104 | |
| 1545. CISCO SYS INC COM | 2011-11-14 | 2016-05-06 | $40,640 | $36,488 | $4,152 | $4,152 | |
| 708. L BRANDS INC | 2014-09-26 | 2016-05-06 | $49,212 | $48,568 | $644 | $644 | |
| 32. L BRANDS INC | 2014-09-26 | 2016-05-06 | $2,218 | $2,192 | $26 | $26 | |
| 31. MICROSOFT CORP | 2015-12-18 | 2016-05-06 | $1,547 | $1,700 | -$153 | -$153 | |
| 145. MICROSOFT CORP | 2015-12-18 | 2016-05-06 | $7,262 | $7,953 | -$691 | -$691 | |
| 90. MICROSOFT CORP | 1996-06-17 | 2016-05-06 | $4,507 | $1,845 | $2,662 | $2,662 | |
| 200. THE TRAVELERS COS INC | 2015-08-13 | 2016-05-19 | $22,015 | $21,444 | $571 | $571 | |
| 690. THE TRAVELERS COS INC | 2014-05-02 | 2016-05-19 | $75,951 | $63,106 | $12,845 | $12,845 | |
| 276. LINCOLN NATIONAL CORP | 2014-09-18 | 2016-05-20 | $12,360 | $15,150 | -$2,790 | -$2,790 | |
| 464. LINCOLN NATIONAL CORP | 2013-11-14 | 2016-05-23 | $20,594 | $24,793 | -$4,199 | -$4,199 | |
| 830. LINCOLN NATIONAL CORP | 2013-11-14 | 2016-05-24 | $37,432 | $41,108 | -$3,676 | -$3,676 | |
| 410. GENERAL ELEC CO COM | 2010-05-04 | 2016-05-26 | $12,317 | $7,634 | $4,683 | $4,683 | |
| 82. NORTHROP GRUMMAN CORPORATION | 2015-02-20 | 2016-05-26 | $17,545 | $14,056 | $3,489 | $3,489 | |
| 50. NORTHROP GRUMMAN CORPORATION | 2015-07-20 | 2016-05-27 | $10,699 | $8,498 | $2,201 | $2,201 | |
| 78. NORTHROP GRUMMAN CORPORATION | 2015-02-20 | 2016-05-27 | $16,690 | $13,370 | $3,320 | $3,320 | |
| 543. HORMEL FOODS CORP | 2016-02-08 | 2016-06-02 | $18,585 | $21,803 | -$3,218 | -$3,218 | |
| 115. HORMEL FOODS CORP | 2016-02-08 | 2016-06-02 | $3,949 | $4,618 | -$669 | -$669 | |
| 602. HORMEL FOODS CORP | 2016-02-05 | 2016-06-03 | $20,854 | $23,892 | -$3,038 | -$3,038 | |
| 174. ALASKA AIR GROUP INC | 2015-11-17 | 2016-06-16 | $10,509 | $13,651 | -$3,142 | -$3,142 | |
| 160. CVS CAREMARK CORP | 2014-09-12 | 2016-06-16 | $15,262 | $13,033 | $2,229 | $2,229 | |
| 401. ALASKA AIR GROUP INC | 2015-11-16 | 2016-06-17 | $24,010 | $31,259 | -$7,249 | -$7,249 | |
| 115. ALASKA AIR GROUP INC | 2015-11-16 | 2016-06-20 | $6,880 | $8,774 | -$1,894 | -$1,894 | |
| 266. EDWARDS LIFESCIENCES CORP | 2015-02-06 | 2016-06-23 | $26,346 | $17,849 | $8,497 | $8,497 | |
| 360. PRINCIPAL FINANCIAL GROUP COM | 2015-08-13 | 2016-06-23 | $16,029 | $20,504 | -$4,475 | -$4,475 | |
| 1260. PRINCIPAL FINANCIAL GROUP COM | 2014-08-06 | 2016-06-23 | $56,101 | $64,391 | -$8,290 | -$8,290 | |
| 304. EDWARDS LIFESCIENCES CORP | 2015-02-06 | 2016-06-24 | $29,325 | $20,399 | $8,926 | $8,926 | |
| 260. PRINCIPAL FINANCIAL GROUP COM | 2014-08-06 | 2016-06-24 | $10,557 | $12,979 | -$2,422 | -$2,422 | |
| 763. FOOT LOCKER INC | 2014-04-08 | 2016-06-30 | $41,914 | $36,618 | $5,296 | $5,296 | |
| 70. FOOT LOCKER INC | 2014-04-08 | 2016-06-30 | $3,849 | $3,168 | $681 | $681 | |
| 257. FOOT LOCKER INC | 2014-04-08 | 2016-07-01 | $14,102 | $11,632 | $2,470 | $2,470 | |
| 814. TE CONNECTIVITY LTD SEDOL B62B7C3 ISIN CH0102993182 | 2014-01-29 | 2016-07-13 | $48,007 | $49,161 | -$1,154 | -$1,154 | |
| 446. TE CONNECTIVITY LTD SEDOL B62B7C3 ISIN CH0102993182 | 2014-01-29 | 2016-07-14 | $26,562 | $25,357 | $1,205 | $1,205 | |
| 174. CELANESE CORP-SERIES A | 2015-10-26 | 2016-07-21 | $12,142 | $12,157 | -$15 | -$15 | |
| 321. DOW CHEMICAL CO | 2015-04-29 | 2016-07-21 | $16,836 | $16,616 | $220 | $220 | |
| 59. DOW CHEMICAL CO | 2015-04-29 | 2016-07-21 | $3,091 | $3,054 | $37 | $37 | |
| 100. PPG INDS INC COM | 2015-03-02 | 2016-07-21 | $10,852 | $11,851 | -$999 | -$999 | |
| 130. PPG INDS INC COM | 2015-02-27 | 2016-07-21 | $14,091 | $15,377 | -$1,286 | -$1,286 | |
| 10. CELANESE CORP-SERIES A | 2015-07-10 | 2016-07-22 | $700 | $680 | $20 | $20 | |
| 66. CELANESE CORP-SERIES A | 2015-10-26 | 2016-07-22 | $4,617 | $4,611 | $6 | $6 | |
| 4352.382 DIAMOND HILL LONG-SHORT FUND CL I | 2015-01-08 | 2016-07-26 | $105,850 | $104,457 | $1,393 | $1,393 | |
| 52312.339 EATON VANCE GLOBAL MACRO ABSOLUTE RETURN FUND | 2016-01-25 | 2016-07-26 | $473,950 | $468,719 | $5,231 | $5,231 | |
| 8622.767 EATON VANCE GLOBAL MACRO ABSOLUTE RETURN FUND | 2016-04-27 | 2016-07-26 | $78,122 | $77,605 | $517 | $517 | |
| 19829.38 EATON VANCE GLOBAL MACRO ABSOLUTE RETURN FUND | 2014-12-09 | 2016-07-26 | $179,654 | $185,399 | -$5,745 | -$5,745 | |
| 10953.306 NEUBERGER BERMAN REAL ESTATE FUND CLASS I | 2016-04-27 | 2016-07-26 | $170,105 | $156,194 | $13,911 | $13,911 | |
| 1093. SPDR GOLD TRUST ETF | 2016-04-27 | 2016-07-26 | $137,646 | $130,379 | $7,267 | $7,267 | |
| 325. CIGNA CORP | 2014-07-15 | 2016-08-02 | $40,386 | $30,423 | $9,963 | $9,963 | |
| 75. CIGNA CORP | 2014-09-12 | 2016-08-02 | $9,300 | $6,932 | $2,368 | $2,368 | |
| 560. GILEAD SCIENCES INC COM | 2015-09-14 | 2016-08-02 | $44,689 | $61,184 | -$16,495 | -$16,495 | |
| 1783. FORD MTR CO DEL COM PAR $0.01 | 2016-05-06 | 2016-08-05 | $21,760 | $23,970 | -$2,210 | -$2,210 | |
| 161. TRACTOR SUPPLY CO COM | 2015-04-21 | 2016-08-05 | $14,052 | $14,567 | -$515 | -$515 | |
| 2177. FORD MTR CO DEL COM PAR $0.01 | 2016-05-09 | 2016-08-08 | $26,556 | $29,078 | -$2,522 | -$2,522 | |
| 541. TRACTOR SUPPLY CO COM | 2015-04-21 | 2016-08-08 | $45,933 | $48,888 | -$2,955 | -$2,955 | |
| 28. TRACTOR SUPPLY CO COM | 2015-04-22 | 2016-08-08 | $2,407 | $2,528 | -$121 | -$121 | |
| 31246.423 FIDELITY ADVISOR FLOATING HIGH INCOME FUND I | 2011-10-18 | 2016-08-10 | $295,591 | $299,429 | -$3,838 | -$3,838 | |
| 1157.599 HARBOR FD CAP APPRECIATION FD | 2014-06-03 | 2016-08-10 | $70,000 | $65,995 | $4,005 | $4,005 | |
| 1178.451 JPMORGAN VALUE ADVANTAGE-INS FD 1400 | 2015-05-08 | 2016-08-10 | $35,000 | $36,167 | -$1,167 | -$1,167 | |
| 971.952 MFS VALUE FUND CLASS I FUND 893 | 2014-06-03 | 2016-08-10 | $35,000 | $33,260 | $1,740 | $1,740 | |
| 127. CHECK POINT SOFTWARE COM | 2014-09-12 | 2016-08-19 | $9,656 | $9,144 | $512 | $512 | |
| 334. CHECK POINT SOFTWARE COM | 2014-09-12 | 2016-08-22 | $25,218 | $23,991 | $1,227 | $1,227 | |
| 249. CHECK POINT SOFTWARE COM | 2014-09-12 | 2016-08-23 | $18,929 | $17,886 | $1,043 | $1,043 | |
| 175. CELANESE CORP-SERIES A | 2015-07-10 | 2016-08-24 | $11,566 | $11,908 | -$342 | -$342 | |
| 260. CELANESE CORP-SERIES A | 2015-07-10 | 2016-08-25 | $17,155 | $17,687 | -$532 | -$532 | |
| 345. CELANESE CORP-SERIES A | 2015-07-10 | 2016-08-26 | $22,572 | $23,464 | -$892 | -$892 | |
| 580. DOLLAR GENERAL CORP | 2016-06-30 | 2016-08-31 | $42,633 | $54,425 | -$11,792 | -$11,792 | |
| 167. CINTAS CORP | 2015-03-27 | 2016-09-07 | $19,759 | $14,289 | $5,470 | $5,470 | |
| 920. WELLS FARGO & CO NEW COM | 2010-05-04 | 2016-09-07 | $45,707 | $37,487 | $8,220 | $8,220 | |
| 92. CINTAS CORP | 2015-03-27 | 2016-09-08 | $10,796 | $7,573 | $3,223 | $3,223 | |
| 111. CINTAS CORP | 2015-03-27 | 2016-09-09 | $12,698 | $9,137 | $3,561 | $3,561 | |
| 1160. KROGER CO | 2014-05-07 | 2016-09-13 | $35,838 | $26,691 | $9,147 | $9,147 | |
| 190. KROGER CO | 2014-05-07 | 2016-09-13 | $5,861 | $4,372 | $1,489 | $1,489 | |
| 230. EXXON MOBIL CORP | 2014-09-12 | 2016-09-16 | $19,329 | $21,920 | -$2,591 | -$2,591 | |
| 184. HONEYWELL INTL INC | 2015-05-26 | 2016-09-16 | $21,000 | $19,490 | $1,510 | $1,510 | |
| 36. HONEYWELL INTL INC | 2015-05-26 | 2016-09-16 | $4,106 | $3,771 | $335 | $335 | |
| 250. SCHLUMBERGER LTD COM | 2013-10-29 | 2016-09-16 | $19,036 | $24,614 | -$5,578 | -$5,578 | |
| 5950. DB X-TRACKERS MSCI JAPAN HDG ETF | 2015-05-08 | 2016-09-19 | $190,114 | $256,728 | -$66,614 | -$66,614 | |
| 970. DB X-TRACKERS MSCI JAPAN HDG ETF | 2016-03-16 | 2016-09-19 | $30,993 | $32,747 | -$1,754 | -$1,754 | |
| 2965. DEUTSCHE X-TRACKERS MSCI EUR ETF | 2015-05-08 | 2016-09-19 | $75,286 | $87,765 | -$12,479 | -$12,479 | |
| 540. ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND | 2012-10-19 | 2016-09-19 | $65,744 | $66,311 | -$567 | -$567 | |
| 440. PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND FUND | 2013-08-12 | 2016-09-19 | $43,079 | $46,005 | -$2,926 | -$2,926 | |
| 17818.89 WESTERN ASSET TOT RET UN-IN | 2015-07-10 | 2016-09-19 | $183,000 | $184,960 | -$1,960 | -$1,960 | |
| 1382. D R HORTON INC | 2015-10-15 | 2016-09-26 | $41,346 | $41,311 | $35 | $35 | |
| 28. D R HORTON INC | 2015-10-15 | 2016-09-26 | $840 | $825 | $15 | $15 | |
| 21. D R HORTON INC | 2015-10-15 | 2016-09-26 | $629 | $618 | $11 | $11 | |
| 309. D R HORTON INC | 2015-10-15 | 2016-09-27 | $9,287 | $9,095 | $192 | $192 | |
| 1. PFIZER INC COM | 2001-01-01 | 2016-10-11 | $461 | $461 | $461 | ||
| 346. PPG INDS INC COM | 2015-02-27 | 2016-10-14 | $32,102 | $40,805 | -$8,703 | -$8,703 | |
| 64. PPG INDS INC COM | 2015-02-27 | 2016-10-14 | $5,944 | $7,548 | -$1,604 | -$1,604 | |
| .4 ADVANSIX INC - W/I | 2015-02-02 | 2016-10-17 | $6 | $5 | $1 | $1 | |
| 835. CVS CAREMARK CORP | 2013-02-22 | 2016-10-19 | $72,119 | $43,353 | $28,766 | $28,766 | |
| 45. CVS CAREMARK CORP | 2013-02-22 | 2016-10-19 | $3,880 | $2,336 | $1,544 | $1,544 | |
| 280. LOCKHEED MARTIN CORP | 2013-11-25 | 2016-10-21 | $64,579 | $39,716 | $24,863 | $24,863 | |
| 139. PUBLIC STORAGE INC | 2015-09-03 | 2016-10-21 | $29,397 | $28,244 | $1,153 | $1,153 | |
| 6910.631 AQR EQUITY MARKET NEUTRAL-I | 2016-07-26 | 2016-10-24 | $80,716 | $79,749 | $967 | $967 | |
| 7276.999 AQR MANAGED FUTURES STRATEGY FUND CLASS I | 2016-07-26 | 2016-10-24 | $72,261 | $74,662 | -$2,401 | -$2,401 | |
| 14500.596 GOLDMAN SACHS ABSOLUTE RETURN TRACKER FUND CL I | 2016-07-26 | 2016-10-24 | $133,115 | $132,100 | $1,015 | $1,015 | |
| 171. PUBLIC STORAGE INC | 2015-09-03 | 2016-10-24 | $36,126 | $34,574 | $1,552 | $1,552 | |
| 1043.287 T ROWE PRICE REAL ESTATE FUND FD 122 | 2016-07-26 | 2016-10-24 | $29,410 | $31,956 | -$2,546 | -$2,546 | |
| 2279.228 VAN ECK GLOBAL HARD ASSETS FUND CLASS I FD 408 | 2016-07-26 | 2016-10-24 | $84,628 | $78,975 | $5,653 | $5,653 | |
| 108. UNIVERSAL HEALTH SERVICES INC CLASS B | 2015-08-21 | 2016-10-27 | $13,346 | $15,211 | -$1,865 | -$1,865 | |
| 76. UNIVERSAL HEALTH SERVICES INC CLASS B | 2015-08-21 | 2016-10-27 | $9,268 | $10,704 | -$1,436 | -$1,436 | |
| 28. ADVANSIX INC - W/I | 2015-02-02 | 2016-10-28 | $440 | $391 | $49 | $49 | |
| 206. UNIVERSAL HEALTH SERVICES INC CLASS B | 2015-08-21 | 2016-10-28 | $24,965 | $29,014 | -$4,049 | -$4,049 | |
| 77. ALTRIA GROUP INC | 2014-09-12 | 2016-11-11 | $4,768 | $3,501 | $1,267 | $1,267 | |
| 325. AMERICAN ELECTRIC POWER INC | 2015-10-15 | 2016-11-11 | $19,593 | $19,049 | $544 | $544 | |
| 423. ALTRIA GROUP INC | 2013-05-14 | 2016-11-14 | $25,905 | $16,781 | $9,124 | $9,124 | |
| 555. AMERICAN ELECTRIC POWER INC | 2015-10-14 | 2016-11-14 | $32,517 | $32,332 | $185 | $185 | |
| 200. EXXON MOBIL CORP | 2014-11-17 | 2016-12-09 | $17,734 | $19,001 | -$1,267 | -$1,267 | |
| 220. JOHNSON & JOHNSON COM | 2016-08-02 | 2016-12-09 | $24,659 | $27,460 | -$2,801 | -$2,801 | |
| 300. TOTAL FINA S A | 2015-08-12 | 2016-12-09 | $14,702 | $15,212 | -$510 | -$510 | |
| 210. TOTAL FINA S A | 2015-08-12 | 2016-12-09 | $10,305 | $10,648 | -$343 | -$343 | |
| CAPITAL GAIN DIVIDENDS | $157,622 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $75,937 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $870,676 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $25,273,205 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.034451 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $178,237 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $25,338,087 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.007034 | DistributionYr2Rt |
| Total Distribution | 0.041485 | TotalDistributionRt |
| Average Distribution | 0.020743 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $24,573,918 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $509,737 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,549 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $514,286 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,001,106 | 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 | $4,549 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,549 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,549 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,853 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $0 | AppliedToEsTaxAmt |
| Total Payments And Credits | $13,853 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $9,304 | OverpaymentAmt |
| Applied To ES Tax | $2,276 | AppliedToESTaxAmt |
| Refund | $7,028 | 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 | pncsites.com/pncfoundation/charitable_trusts. | 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 | 4127625188 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 620 LIBERTY AVENUE | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152222705 | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PNC BANK NA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 620 LIBERTY AVENUE | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152222705 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 5 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $216,930 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $24,948,140 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $24,948,140 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $24,948,140 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $374,222 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $24,573,918 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,228,696 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,228,696 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,549 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,549 | TotalTaxAmt |
| Distributable Before Adj | $1,224,147 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,224,147 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,224,147 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,001,106 | 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 | $1,001,106 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,549 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $996,557 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,224,147 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $742,049 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| 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 | $1,001,106 | QualifyingDistributionsAmt |
| Applied To Year1 | $742,049 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $259,057 | 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 | $965,090 | 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 | 4127688248 | RecipientPhoneNum |
| Form And Info And Materials | Please reference the name of the trust in all communications See Footnote | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | See website: www.pncsites.com/pncfoundation/charitable_trusts.html for specific information | SubmissionDeadlinesTxt |
| Restrictions On Awards | See website: www.pncsites.com/pncfoundation/charitable_trusts.html for specific information | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 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 |
|---|---|---|---|---|---|---|---|---|
| GIRL SCOUTS OF WESTERN PENNSYLVANIA | ||||||||
| C/O BOX 609 | Pittsburgh | PA | 15230 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 | |
| ABC CRISIS PREGNANCY CENTER | ||||||||
| 323 13TH STREET | FRANKLIN | PA | 16323 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $20,000 | |
| YOUNG WOMENS CHRISTIAN ASSOCIATION | ||||||||
| 109 CENTRAL AVE | OIL CITY | PA | 16301 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $22,000 | |
| MUSTARD SEED MISSINS OF VENANGO COUNTY | ||||||||
| 149 SUMMITT DRIVE | FRANKLIN | PA | 16323 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $15,000 | |
| YOUNG MENS CHRISTIAN ASSOCIATION | ||||||||
| 7 PETROLEUM STREET | OIL CITY | PA | 16301 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $80,000 | |
| VENANGO COUNTY ASSOC | ||||||||
| 3035 STATE ROUTE 257 | SENECA | PA | 16346 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $10,297 | FOR THE PREVENTION OF BLINDNESS |
| OIL REGION MUSIC PRESERVATION | ||||||||
| 1261 LIBERTY STREET | FRANKLIN | PA | 16323 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,300 | MUSEUM |
| COMMUNITY SERVICES OF VENANGO COUNTY | ||||||||
| 206 SENECA STREET | OIL CITY | PA | 16301 | NONE | PUBLIC CHARITY | 2016 PROGRAMS SUPPORT | $80,000 | |
| OIL CITY YWCA | ||||||||
| 109 CENTRAL AVENUE | OIL CITY | PA | 16301 | NONE | PUBLIC CHARITY | YWCA SUMMER PLAYGROUND | $32,550 | |
| BRIDGE BUILDERS COMMUNITY FOUNDATION | ||||||||
| 206 SENECA ST STE 10 | OIL CITY | PA | 16301 | NONE | PUBLIC CHARITY | GEMS VENANGO COUNTY | $2,060 | |
| OIL CITY SALVATION ARMY | ||||||||
| 217 SYCAMORE ST | OIL CITY | PA | 16301 | NONE | PUBLIC CHARITY | YOUTH PROGRAMS | $10,855 | |
| SALVATION ARMY | ||||||||
| 700 NORTH BELL AVENUE | CARNEGIE | PA | 15106 | NONE | PUBLIC CHARITY | GRACE LEARNING CENTER | $40,000 | |
| SPECIAL OLYMPICS OF PENNSYLVANIA INC | ||||||||
| 2570 BLVD OF THE GENERALS STE 124 | NORRISTOWN | PA | 19403 | NONE | PUBLIC CHARITY | 2015 SUMMER GAMES | $5,100 | |
| CASA OF VENANGO COUNTY | ||||||||
| 206 SENECA ST STE 35 | OIL CITY | PA | 16301 | NONE | PUBLIC CHARITY | OPERATING FUND | $73,000 | |
| CHILD DEVELOPMENT CENTERS INC | ||||||||
| 631 12TH ST | FRANKLIN | PA | 16323 | NONE | PUBLIC CHARITY | CAREGIVER/LEARNING PROGRAMS | $110,000 | |
| UNITED WAY OF VENANGO COUNTY INC | ||||||||
| 1999 ALLEGHENY BLVD | RENO | PA | 16343 | NONE | PUBLIC CHARITY | HEALTH & HUMAN SERVICES | $35,000 | |
| FOUNDATION FOR FREE ENTERPRISE EDUCATION | ||||||||
| 3076 WEST 12TH ST | ERIE | PA | 16505 | NONE | PUBLIC CHARITY | PA FREE ENTERPRISE WEEK | $2,875 | |
| FAMILY SERVICES & CHILDRENS AID SOCIETY | ||||||||
| 716 E SECOND STREET | OIL CITY | PA | 16301 | NONE | PUBLIC CHARITY | 2015-16 INTERVENTIONS, | $120,000 | |
| CLARIOUN UNIVERSITY FOUNDATION | ||||||||
| 840 WOOD ST | CLARION | PA | 16214 | NONE | PUBLIC CHARITY | 2015 KIDS IN COLLEGE | $4,525 | |
| KEYSTONE SMILES COMMUNITY LEARNING | ||||||||
| PO BOX 352 | KNOX | PA | 16232 | NONE | PUBLIC CHARITY | SOS CORPS, SAFE KIDS | $165,600 | CENTER INC |
| BRIDGE BUILDERS COMMUNITY FOUDNATION | ||||||||
| 206 SENECA ST ST 10 | OIL CITY | PA | 16301 | NONE | PUBLIC CHARITY | CRANBERRY FESTIVAL FAMILY | $55,000 | |
| BRIDGE BUILDERS COMMUNITY FOUNDATION | ||||||||
| 206 SENECA ST STE 10 | OIL CITY | PA | 16301 | NONE | PUBLIC CHARITY | CHILDREN'S EVENTS | $2,479 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $892,641 | 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 | $492,153 | 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 | $75,937 | 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 | $568,090 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $568,090 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1A | LineNumberTxt |
| Relationship Statement | RECOVERY OF PRIOR YEAR GRANTS PAID. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CARRYING VALUE ADJUSTMENT | $570 |
| ROUNDING ADJUSTMENT | $1 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,370 | $1,370 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $2,184 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $6,190 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $3,197 | $3,197 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $203 | $203 | $0 |
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