MORRIS AND GERTRUDE HARRIS FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- MORRIS AND GERTRUDE HARRIS FOUNDATION (EIN 25-6508058)
- Tax period
- 2015-11-01 to 2016-10-31
- Filed
- 2017-01-20
- IRS object ID
- 201720209349100102
- Schema version
- 2015v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-01-20T13:00:44-06:00 | ReturnTs |
| Tax Period End | 2016-10-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-11-01 | 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 | 4127628133 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 620 LIBERTY AVENUE 10TH FLOOR | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152222705 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PNC BANK N A BY | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 4127628133 | PhoneNum |
| Signature | 2017-01-19 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,843,239 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $80,283 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $80,283 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $69,283 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,053,730 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $69,283 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $1,775 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $151,341 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $149,566 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $48,744 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $24,372 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $24,372 | 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 | $2,177 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $501 | 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 | $52,538 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $24,873 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $25,989 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $173,779 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $173,779 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $226,317 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $24,873 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $199,768 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$74,976 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $124,693 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $39,492 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $35,691 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $35,691 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $1,408,006 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,464,053 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,857,417 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,974,072 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,846,852 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,950,131 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,421,570 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,346,596 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,843,239 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $3,382,078 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,278,393 | CapitalStockEOYAmt |
| Retained Earning BOY | $39,492 | RetainedEarningBOYAmt |
| Retained Earning EOY | $68,203 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,421,570 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,346,596 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,421,570 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,346,596 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,421,570 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$74,976 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2 | OtherIncreasesAmt |
| Subtotal | $3,346,596 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,346,596 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (66 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 4842.437 VIRTUS EMERGING MARKETS CUSIP CHG 09/23/16 | 2013-01-14 | 2015-11-04 | $46,197 | $50,451 | -$4,254 | -$4,254 | |
| 6.861 VIRTUS EMERGING MARKETS CUSIP CHG 09/23/16 | 2014-12-22 | 2015-11-04 | $65 | $68 | -$3 | -$3 | |
| 420. HCA HOLDINGS INC | 2014-08-06 | 2015-11-09 | $29,084 | $28,298 | $786 | $786 | |
| 200. NXP SEMICONDUCTORS ISIN NL0009538784 SEDOL B505PN7 | 2013-11-27 | 2015-11-09 | $16,021 | $8,455 | $7,566 | $7,566 | |
| 122. AETNA INC NEW | 2013-05-31 | 2015-11-16 | $12,744 | $7,534 | $5,210 | $5,210 | |
| 53. CIGNA CORP | 2014-07-16 | 2015-11-16 | $7,086 | $4,987 | $2,099 | $2,099 | |
| 540. MAGNA INTERNATIONAL ISIN CA5592224011 | 2014-01-09 | 2015-11-16 | $23,398 | $22,023 | $1,375 | $1,375 | |
| 60. SNAP-ON INC COM | 2014-12-22 | 2015-11-18 | $9,930 | $8,255 | $1,675 | $1,675 | |
| 30. SNAP-ON INC COM | 2015-05-29 | 2015-11-18 | $4,965 | $4,670 | $295 | $295 | |
| 28. SNAP-ON INC COM | 2014-09-12 | 2015-11-18 | $4,634 | $3,505 | $1,129 | $1,129 | |
| 270. ST JUDE MEDICAL INC | 2014-03-10 | 2015-11-23 | $16,970 | $17,989 | -$1,019 | -$1,019 | |
| 129. GOLDMAN SACHS GROUP INC COM | 2015-05-15 | 2015-12-22 | $22,874 | $26,065 | -$3,191 | -$3,191 | |
| 127. SIGNET JEWELERS LTD ISIN BMG812761002 SEDOL B3CTNK6 | 2015-11-16 | 2015-12-22 | $14,819 | $17,533 | -$2,714 | -$2,714 | |
| 130. BOEING CO | 2012-08-31 | 2016-02-01 | $15,580 | $9,273 | $6,307 | $6,307 | |
| 420. MONDELEZ INTERNATIONAL | 2015-09-18 | 2016-02-18 | $16,830 | $18,047 | -$1,217 | -$1,217 | |
| 238. STANLEY BLACK & DECKER INC | 2015-06-17 | 2016-02-18 | $21,940 | $25,162 | -$3,222 | -$3,222 | |
| 710. INVESCO LTD ISIN BMG491BT1088 SEDOL B28XP76 | 2013-05-09 | 2016-02-18 | $19,122 | $25,219 | -$6,097 | -$6,097 | |
| 156. APPLE INC | 2013-10-16 | 2016-03-03 | $15,792 | $11,486 | $4,306 | $4,306 | |
| 191. SKYWORKS SOLUTIONS INC COM | 2014-03-28 | 2016-03-03 | $13,421 | $7,079 | $6,342 | $6,342 | |
| 451. KROGER CO | 2014-05-08 | 2016-03-14 | $17,205 | $10,499 | $6,706 | $6,706 | |
| 112. SNAP-ON INC COM | 2014-09-12 | 2016-03-18 | $17,455 | $14,022 | $3,433 | $3,433 | |
| 1500. SCHWAB INTERNATIONAL SMALL CAP EQUITY | 2013-12-23 | 2016-03-24 | $42,091 | $46,701 | -$4,610 | -$4,610 | |
| 140. AMERIPRISE FINANCIAL INC | 2015-01-26 | 2016-05-05 | $13,103 | $18,248 | -$5,145 | -$5,145 | |
| 200. APPLE INC | 2009-09-28 | 2016-05-13 | $18,320 | $12,238 | $6,082 | $6,082 | |
| 1080. CISCO SYS INC COM | 1995-09-21 | 2016-05-13 | $28,900 | $21,830 | $7,070 | $7,070 | |
| 250. L BRANDS INC | 2014-09-26 | 2016-05-13 | $16,932 | $17,082 | -$150 | -$150 | |
| 161. MICROSOFT CORP | 2015-12-22 | 2016-05-13 | $8,332 | $8,790 | -$458 | -$458 | |
| 16. MICROSOFT CORP | 1995-12-28 | 2016-05-13 | $828 | $88 | $740 | $740 | |
| 73. THE TRAVELERS COS INC | 2015-08-14 | 2016-05-20 | $8,163 | $7,837 | $326 | $326 | |
| 240. THE TRAVELERS COS INC | 2014-05-02 | 2016-05-20 | $26,836 | $21,881 | $4,955 | $4,955 | |
| 1. ST. JUDE MEDICAL, INC. SECURITIES LITIGATION | 2001-01-01 | 2016-05-24 | $177 | $25 | $152 | $152 | |
| 540. LINCOLN NATIONAL CORP | 2013-11-13 | 2016-05-26 | $24,427 | $27,733 | -$3,306 | -$3,306 | |
| 131. GENERAL ELEC CO COM | 1995-05-12 | 2016-05-27 | $3,942 | $1,287 | $2,655 | $2,655 | |
| 73. NORTHROP GRUMMAN CORPORATION | 2015-02-24 | 2016-05-27 | $15,616 | $12,414 | $3,202 | $3,202 | |
| 395. HORMEL FOODS CORP | 2016-02-18 | 2016-06-03 | $13,683 | $17,089 | -$3,406 | -$3,406 | |
| 250. ALASKA AIR GROUP INC | 2015-11-18 | 2016-06-22 | $14,952 | $19,341 | -$4,389 | -$4,389 | |
| 52. CVS CAREMARK CORP | 2013-02-22 | 2016-06-22 | $4,875 | $2,675 | $2,200 | $2,200 | |
| 212. EDWARDS LIFESCIENCES CORP | 2015-02-11 | 2016-06-29 | $20,260 | $13,884 | $6,376 | $6,376 | |
| 530. PRINCIPAL FINANCIAL GROUP COM | 2014-08-06 | 2016-06-29 | $21,038 | $26,741 | -$5,703 | -$5,703 | |
| 138. PRINCIPAL FINANCIAL GROUP COM | 2015-08-14 | 2016-06-29 | $5,478 | $7,948 | -$2,470 | -$2,470 | |
| 380. FOOT LOCKER INC | 2014-04-11 | 2016-07-06 | $20,981 | $16,883 | $4,098 | $4,098 | |
| 440. TE CONNECTIVITY LTD SEDOL B62B7C3 ISIN CH0102993182 | 2014-01-31 | 2016-07-14 | $26,215 | $25,631 | $584 | $584 | |
| 76. CELANESE CORP-SERIES A | 2015-11-09 | 2016-07-25 | $5,285 | $5,359 | -$74 | -$74 | |
| 124. DOW CHEMICAL CO | 2015-04-29 | 2016-07-25 | $6,546 | $6,432 | $114 | $114 | |
| 68. PPG INDS INC COM | 2015-03-03 | 2016-07-25 | $7,242 | $7,984 | -$742 | -$742 | |
| 139. CIGNA CORP | 2014-07-16 | 2016-08-04 | $17,724 | $12,853 | $4,871 | $4,871 | |
| 192. GILEAD SCIENCES INC COM | 2015-09-15 | 2016-08-04 | $15,301 | $21,425 | -$6,124 | -$6,124 | |
| 5458.515 EATON VANCE FLOATING RATE FUND CLASS I | 2013-09-13 | 2016-08-11 | $47,762 | $50,000 | -$2,238 | -$2,238 | |
| 2012.882 LITMAN GREGORY MASTERS INTERNATIONAL FUND CLASS IS | 2010-02-23 | 2016-08-11 | $30,898 | $25,000 | $5,898 | $5,898 | |
| 1403. FORD MTR CO DEL COM PAR $0.01 | 2016-05-13 | 2016-08-12 | $17,235 | $18,940 | -$1,705 | -$1,705 | |
| 260. TRACTOR SUPPLY CO COM | 2015-04-27 | 2016-08-12 | $22,438 | $23,499 | -$1,061 | -$1,061 | |
| 250. CHECK POINT SOFTWARE COM | 2014-08-29 | 2016-08-23 | $18,897 | $17,706 | $1,191 | $1,191 | |
| 6. CELANESE CORP-SERIES A | 2015-11-09 | 2016-08-26 | $394 | $423 | -$29 | -$29 | |
| 270. CELANESE CORP-SERIES A | 2015-07-15 | 2016-08-26 | $17,745 | $18,784 | -$1,039 | -$1,039 | |
| 223. DOLLAR GENERAL CORP | 2016-07-06 | 2016-09-02 | $16,341 | $21,076 | -$4,735 | -$4,735 | |
| 121. CINTAS CORP | 2015-03-30 | 2016-09-12 | $13,819 | $10,229 | $3,590 | $3,590 | |
| 332. WELLS FARGO & CO NEW COM | 2009-09-28 | 2016-09-12 | $16,013 | $9,356 | $6,657 | $6,657 | |
| 466. KROGER CO | 2014-05-08 | 2016-09-14 | $14,408 | $10,848 | $3,560 | $3,560 | |
| 75. HONEYWELL INTL INC | 2015-05-29 | 2016-09-21 | $8,657 | $7,870 | $787 | $787 | |
| 85. EXXON MOBIL CORP | 2014-11-18 | 2016-09-22 | $7,104 | $8,088 | -$984 | -$984 | |
| 87. SCHLUMBERGER LTD COM | 2013-11-04 | 2016-09-22 | $6,713 | $8,326 | -$1,613 | -$1,613 | |
| 615. D R HORTON INC | 2015-10-20 | 2016-09-27 | $18,441 | $19,075 | -$634 | -$634 | |
| .16 ADVANSIX INC - W/I | 2015-02-05 | 2016-10-17 | $3 | $2 | $1 | $1 | |
| 152. PPG INDS INC COM | 2015-03-03 | 2016-10-18 | $14,119 | $17,846 | -$3,727 | -$3,727 | |
| 318. CVS CAREMARK CORP | 2013-02-22 | 2016-10-20 | $27,635 | $16,360 | $11,275 | $11,275 | |
| CAPITAL GAIN DIVIDENDS | $21,729 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $69,283 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $189,317 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,091,041 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046276 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $160,705 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,954,349 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04064 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $163,460 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,601,608 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.045385 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $158,369 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,345,870 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047333 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $139,003 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,153,605 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.044077 | DistributionYr5Rt |
| Total Distribution | 0.223711 | TotalDistributionRt |
| Average Distribution | 0.044742 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,909,561 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $174,922 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,247 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $176,169 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $199,768 | 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 | $1,247 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,247 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,247 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,352 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $0 | AppliedToEsTaxAmt |
| Total Payments And Credits | $3,352 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,105 | OverpaymentAmt |
| Applied To ES Tax | $624 | AppliedToESTaxAmt |
| Refund | $1,481 | 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 | 4127628133 | 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 |
| 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 | $8,036 |
| PNC BANK NA | ||||||
| 620 LIBERTY AVENUE | PITTSBURGH | PA | 15222 | CO-TRUSTEE | 9 | $40,708 |
| 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 | $3,969,097 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,969,097 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,969,097 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $59,536 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,909,561 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $195,478 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $195,478 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,247 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,247 | TotalTaxAmt |
| Distributable Before Adj | $194,231 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $194,231 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $194,231 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $199,768 | 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 | $199,768 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,247 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $198,521 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $194,231 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $173,779 | UndistributedIncomePYAmt |
| Prior Year1 | 2013 | 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 | $199,768 | QualifyingDistributionsAmt |
| Applied To Year1 | $173,779 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $25,989 | 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 | $168,242 | 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 | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 PNC PLAZA 7TH FL 620 LIBERTY AV | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152222705 | 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 | 2015-2016 SCHOLARSHIP | GrantOrContributionPurposeTxt |
| Amt | $173,779 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $173,779 | 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 | $80,283 | 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 | $69,283 | 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 | $1,775 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $151,341 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $151,341 | 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 Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCK | StockNm |
| EOY Book Value | $1,464,053 | EOYBookValueAmt |
| EOYFMV | $1,857,417 | EOYFMVAmt |
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 | $638,851 | $644,292 |
| MUTUAL FUNDS - EQUITY | AT COST | $1,208,001 | $1,305,839 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER NON-ALLOCABLE EXPENSE - | Desc |
| Revenue And Expenses Per Books | $1,617 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,617 | DisbursementsCharitablePrpsAmt |
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 | $1,775 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING ADJ FOR SALES AND TRANSACTIONS | Desc |
| Amt | $2 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $488 | $488 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $1,676 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $13 | $13 | $0 |
Comments