EDWARD M WILSON FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- EDWARD M WILSON FAMILY FOUNDATION (EIN 31-0976337)
- Tax period
- 2015-10-01 to 2016-09-30
- Filed
- 2017-01-20
- IRS object ID
- 201730209349100203
- 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 Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-01-20T13:00:26-06:00 | ReturnTs |
| Tax Period End | 2016-09-30 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 310976337 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDWARD M WILSON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILS | BusinessNameControlTxt |
| Phone | 4127689969 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PNC BANK NA 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 | 4127689969 | PhoneNum |
| Signature | 2017-01-10 | 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 | $34,037,217 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $789,092 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $789,092 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $624,369 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $13,905,065 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $624,369 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $1,413,461 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,413,461 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $184,524 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $89,262 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $95,262 | 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 | $27,847 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,427 | 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 Rev And Expnss | $252 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $252 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $99,401 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $99,401 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $312,024 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $92,689 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $194,915 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,487,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,487,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,799,524 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $92,689 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,682,415 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$386,063 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,320,772 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,193,449 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,625,956 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,625,956 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| US Government Obligations BOY | $989,630 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $486,088 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $523,968 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $12,056,711 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,910,520 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $14,199,420 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,824,016 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,783,994 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,911,207 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $11,876,223 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $12,747,590 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $13,776,666 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $29,940,029 | TotalAssetsBOYAmt |
| Total Assets EOY | $29,554,148 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $34,037,217 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $29,796,123 | CapitalStockBOYAmt |
| Capital Stock EOY | $29,342,947 | CapitalStockEOYAmt |
| Retained Earning BOY | $143,906 | RetainedEarningBOYAmt |
| Retained Earning EOY | $211,201 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $29,940,029 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $29,554,148 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $29,940,029 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $29,554,148 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $29,940,029 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$386,063 | ExcessRevenueOverExpensesAmt |
| Other Increases | $530 | OtherIncreasesAmt |
| Subtotal | $29,554,496 | SubtotalAmt |
| Other Decreases | $348 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $29,554,148 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (194 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 840. DISNEY WALT CO | 2014-03-07 | 2015-10-22 | $94,698 | $69,071 | $25,627 | $25,627 | |
| 4270. VOYA FINL INC COM | 2015-02-20 | 2015-10-22 | $172,888 | $184,525 | -$11,637 | -$11,637 | |
| 1410. WYNDHAM WORLDWIDE CORP | 2013-03-28 | 2015-10-22 | $107,746 | $91,254 | $16,492 | $16,492 | |
| 5.6 FEDERAL NATL MTG ASSN POOL 357275 | 2002-10-07 | 2015-10-26 | $6 | $6 | |||
| 243.15 FEDERAL NATL MTG ASSN POOL 747528 | 2003-10-10 | 2015-10-26 | $243 | $240 | $3 | $3 | |
| 3550. HCA HOLDINGS INC | 2015-10-29 | $241,191 | $224,302 | $16,889 | $16,889 | ||
| 150.66 FEDERAL NATL MTG ASSN POOL 357275 | 2002-10-07 | 2015-10-31 | $151 | $155 | -$4 | -$4 | |
| 42.3 FEDERAL NATL MTG ASSN POOL 747528 | 2003-10-10 | 2015-10-31 | $42 | $42 | |||
| 1750. NXP SEMICONDUCTORS ISIN NL0009538784 SEDOL B505PN7 | 2013-12-03 | 2015-11-04 | $137,466 | $74,163 | $63,303 | $63,303 | |
| 1050. AETNA INC NEW | 2013-05-31 | 2015-11-16 | $109,916 | $64,791 | $45,125 | $45,125 | |
| 370. CIGNA CORP | 2014-07-23 | 2015-11-16 | $49,356 | $35,936 | $13,420 | $13,420 | |
| 4570. MAGNA INTERNATIONAL ISIN CA5592224011 | 2013-12-31 | 2015-11-16 | $199,296 | $187,647 | $11,649 | $11,649 | |
| 350. SNAP-ON INC COM | 2014-09-15 | 2015-11-19 | $59,039 | $43,992 | $15,047 | $15,047 | |
| 590. SNAP-ON INC COM | 2015-11-19 | $99,523 | $84,259 | $15,264 | $15,264 | ||
| 6.29 FEDERAL NATL MTG ASSN POOL 357275 | 2002-10-07 | 2015-11-30 | $6 | $6 | |||
| 38.49 FEDERAL NATL MTG ASSN POOL 747528 | 2003-10-10 | 2015-11-30 | $38 | $38 | |||
| 225000. CITIGROUP INC SR UNSEC | 2010-12-14 | 2015-12-15 | $225,000 | $225,000 | |||
| 6. FEDERAL NATL MTG ASSN POOL 357275 | 2002-10-07 | 2015-12-31 | $6 | $6 | |||
| 172.75 FEDERAL NATL MTG ASSN POOL 747528 | 2003-10-10 | 2015-12-31 | $173 | $171 | $2 | $2 | |
| 1. SCHERING-PLOUGH CORP | 2001-01-01 | 2016-01-20 | $289 | $289 | $289 | ||
| 6.68 FEDERAL NATL MTG ASSN POOL 357275 | 2002-10-07 | 2016-01-31 | $7 | $7 | |||
| 35.27 FEDERAL NATL MTG ASSN POOL 747528 | 2003-10-10 | 2016-01-31 | $35 | $35 | |||
| 1080. GOLDMAN SACHS GROUP INC COM | 2015-05-15 | 2016-02-01 | $172,343 | $218,805 | -$46,462 | -$46,462 | |
| 1090. SIGNET JEWELERS LTD ISIN BMG812761002 SEDOL B3CTNK6 | 2015-11-16 | 2016-02-01 | $131,554 | $150,890 | -$19,336 | -$19,336 | |
| 1130. BOEING CO | 2016-02-02 | $134,505 | $80,006 | $54,499 | $54,499 | ||
| 2290. ST JUDE MEDICAL INC | 2014-03-07 | 2016-02-02 | $121,295 | $153,335 | -$32,040 | -$32,040 | |
| 3580. MONDELEZ INTERNATIONAL | 2015-09-17 | 2016-02-10 | $134,847 | $157,622 | -$22,775 | -$22,775 | |
| 6110. INVESCO LTD ISIN BMG491BT1088 SEDOL B28XP76 | 2016-02-10 | $159,014 | $210,072 | -$51,058 | -$51,058 | ||
| 1920. STANLEY BLACK & DECKER INC | 2016-02-18 | $177,947 | $203,995 | -$26,048 | -$26,048 | ||
| 1. TYCO INTL LTD NEW COM | 2001-01-01 | 2016-02-25 | $30 | $30 | $30 | ||
| 6.07 FEDERAL NATL MTG ASSN POOL 357275 | 2002-10-07 | 2016-02-29 | $6 | $6 | |||
| 287.1 FEDERAL NATL MTG ASSN POOL 747528 | 2003-10-10 | 2016-02-29 | $287 | $284 | $3 | $3 | |
| 1420. APPLE INC | 2016-03-03 | $142,792 | $102,636 | $40,156 | $40,156 | ||
| 1660. SKYWORKS SOLUTIONS INC COM | 2014-04-04 | 2016-03-03 | $113,691 | $59,903 | $53,788 | $53,788 | |
| 3690. KROGER CO | 2014-05-07 | 2016-03-29 | $139,442 | $85,516 | $53,926 | $53,926 | |
| 990. SNAP-ON INC COM | 2014-09-15 | 2016-03-29 | $154,932 | $124,436 | $30,496 | $30,496 | |
| 6.75 FEDERAL NATL MTG ASSN POOL 357275 | 2002-10-07 | 2016-03-31 | $7 | $7 | |||
| 275.6 FEDERAL NATL MTG ASSN POOL 747528 | 2003-10-10 | 2016-03-31 | $276 | $273 | $3 | $3 | |
| 420.735 GOLDMAN SACHS GRTH OPPOR INSTIT CLASS | 2016-03-31 | $9,774 | $11,202 | -$1,428 | -$1,428 | ||
| 15042.074 GOLDMAN SACHS GRTH OPPOR INSTIT CLASS | 2016-03-31 | $349,427 | $375,090 | -$25,663 | -$25,663 | ||
| 6.47 FEDERAL NATL MTG ASSN POOL 357275 | 2002-10-07 | 2016-04-30 | $6 | $7 | -$1 | -$1 | |
| 143.42 FEDERAL NATL MTG ASSN POOL 747528 | 2003-10-10 | 2016-04-30 | $143 | $142 | $1 | $1 | |
| 1330. AMERIPRISE FINANCIAL INC | 2015-01-28 | 2016-05-03 | $125,297 | $171,876 | -$46,579 | -$46,579 | |
| 1680. APPLE INC | 2016-05-10 | $155,989 | $86,838 | $69,151 | $69,151 | ||
| 9380. CISCO SYS INC COM | 2016-05-10 | $252,016 | $215,136 | $36,880 | $36,880 | ||
| 2200. L BRANDS INC | 2014-09-30 | 2016-05-10 | $152,299 | $147,419 | $4,880 | $4,880 | |
| 290. MICROSOFT CORP | 2005-03-21 | 2016-05-10 | $14,666 | $7,038 | $7,628 | $7,628 | |
| 1240. MICROSOFT CORP | 2016-02-01 | 2016-05-10 | $62,711 | $67,865 | -$5,154 | -$5,154 | |
| 231.029 GOLDMAN SACHS MID CAP VALUE FD CL I | 2014-12-05 | 2016-05-13 | $7,719 | $9,525 | -$1,806 | -$1,806 | |
| 5031.378 GOLDMAN SACHS MID CAP VALUE FD CL I | 2016-05-13 | $168,098 | $228,882 | -$60,784 | -$60,784 | ||
| 4650. LINCOLN NATIONAL CORP | 2016-05-24 | $209,338 | $240,130 | -$30,792 | -$30,792 | ||
| 610. THE TRAVELERS COS INC | 2015-08-14 | 2016-05-24 | $68,976 | $65,240 | $3,736 | $3,736 | |
| 2030. THE TRAVELERS COS INC | 2014-05-02 | 2016-05-24 | $229,543 | $185,325 | $44,218 | $44,218 | |
| 6.5 FEDERAL NATL MTG ASSN POOL 357275 | 2002-10-07 | 2016-05-31 | $7 | $7 | |||
| 295.99 FEDERAL NATL MTG ASSN POOL 747528 | 2003-10-10 | 2016-05-31 | $296 | $293 | $3 | $3 | |
| 1300. GENERAL ELEC CO COM | 2010-07-08 | 2016-05-31 | $39,126 | $19,218 | $19,908 | $19,908 | |
| 616. NORTHROP GRUMMAN CORPORATION | 2015-02-20 | 2016-05-31 | $130,821 | $104,647 | $26,174 | $26,174 | |
| 1850. HORMEL FOODS CORP | 2016-02-10 | 2016-06-03 | $64,312 | $76,887 | -$12,575 | -$12,575 | |
| 2030. ALASKA AIR GROUP INC | 2015-11-19 | 2016-06-21 | $121,960 | $160,339 | -$38,379 | -$38,379 | |
| 453. CVS CAREMARK CORP | 2013-02-22 | 2016-06-21 | $42,327 | $23,284 | $19,043 | $19,043 | |
| 1724. EDWARDS LIFESCIENCES CORP | 2015-02-13 | 2016-06-29 | $165,222 | $114,431 | $50,791 | $50,791 | |
| 1120. PRINCIPAL FINANCIAL GROUP COM | 2015-08-14 | 2016-06-29 | $44,174 | $63,795 | -$19,621 | -$19,621 | |
| 4480. PRINCIPAL FINANCIAL GROUP COM | 2016-06-29 | $176,695 | $226,749 | -$50,054 | -$50,054 | ||
| 6.54 FEDERAL NATL MTG ASSN POOL 357275 | 2002-10-07 | 2016-06-30 | $7 | $7 | |||
| 138.93 FEDERAL NATL MTG ASSN POOL 747528 | 2003-10-10 | 2016-06-30 | $139 | $137 | $2 | $2 | |
| 3230. FOOT LOCKER INC | 2014-04-04 | 2016-07-06 | $177,517 | $150,322 | $27,195 | $27,195 | |
| 3730. TE CONNECTIVITY LTD SEDOL B62B7C3 ISIN CH0102993182 | 2016-07-20 | $231,541 | $225,670 | $5,871 | $5,871 | ||
| 24. CELANESE CORP-SERIES A | 2015-07-14 | 2016-07-22 | $1,678 | $1,684 | -$6 | -$6 | |
| 700. CELANESE CORP-SERIES A | 2015-10-29 | 2016-07-22 | $48,936 | $49,228 | -$292 | -$292 | |
| 1127. DOW CHEMICAL CO | 2015-05-01 | 2016-07-22 | $59,651 | $58,186 | $1,465 | $1,465 | |
| 860. PPG INDS INC COM | 2015-03-03 | 2016-07-22 | $92,994 | $101,079 | -$8,085 | -$8,085 | |
| 115. AETNA INC NEW | 2013-05-31 | 2016-07-27 | $13,389 | $7,096 | $6,293 | $6,293 | |
| 52. ALPHABET INC/CA-CL A | 2015-11-04 | 2016-07-27 | $39,648 | $38,996 | $652 | $652 | |
| 206. AMERICAN ELECTRIC POWER INC | 2015-10-22 | 2016-07-27 | $14,251 | $12,187 | $2,064 | $2,064 | |
| 151. AMERICAN WATER WORKS CO INC | 2016-02-10 | 2016-07-27 | $12,327 | $9,979 | $2,348 | $2,348 | |
| 223. AMGEN INC | 2016-07-27 | $37,861 | $28,137 | $9,724 | $9,724 | ||
| 225. APPLE INC | 2009-06-24 | 2016-07-27 | $23,300 | $4,374 | $18,926 | $18,926 | |
| 611. APPLIED MATERIALS INC | 2016-07-20 | 2016-07-27 | $16,363 | $16,366 | -$3 | -$3 | |
| 92. CIGNA CORP | 2014-07-23 | 2016-07-27 | $12,684 | $8,935 | $3,749 | $3,749 | |
| 176. CVS CAREMARK CORP | 2013-02-22 | 2016-07-27 | $16,399 | $9,046 | $7,353 | $7,353 | |
| 288. CINTAS CORP | 2015-05-29 | 2016-07-27 | $31,065 | $24,886 | $6,179 | $6,179 | |
| 174. CONSTELLATION BRANDS INC CL A | 2014-05-16 | 2016-07-27 | $28,397 | $14,176 | $14,221 | $14,221 | |
| 417. D R HORTON INC | 2015-10-22 | 2016-07-27 | $14,135 | $12,808 | $1,327 | $1,327 | |
| 245. DISNEY WALT CO | 2014-03-07 | 2016-07-27 | $23,633 | $20,146 | $3,487 | $3,487 | |
| 330. DOLLAR GENERAL CORP | 2016-07-06 | 2016-07-27 | $31,513 | $31,041 | $472 | $472 | |
| 331. DR PEPPER SNAPPLE GROUP INC | 2015-05-08 | 2016-07-27 | $31,895 | $25,288 | $6,607 | $6,607 | |
| 138. EDWARDS LIFESCIENCES CORP | 2015-02-13 | 2016-07-27 | $15,880 | $9,160 | $6,720 | $6,720 | |
| 323. EXXON MOBIL CORP | 2014-12-15 | 2016-07-27 | $29,436 | $27,985 | $1,451 | $1,451 | |
| 201. FACEBOOK INC A | 2016-05-10 | 2016-07-27 | $24,710 | $24,100 | $610 | $610 | |
| 179. GENERAL DYNAMICS CORP | 2015-05-29 | 2016-07-27 | $26,392 | $25,157 | $1,235 | $1,235 | |
| 371. GENERAL ELEC CO COM | 2010-07-08 | 2016-07-27 | $11,614 | $5,484 | $6,130 | $6,130 | |
| 178. HOME DEPOT INC COM | 2015-11-16 | 2016-07-27 | $24,307 | $21,543 | $2,764 | $2,764 | |
| 249. HONEYWELL INTL INC | 2015-05-29 | 2016-07-27 | $28,639 | $26,289 | $2,350 | $2,350 | |
| 34.568 HOTCHKIS & WILEY M/C VALUE CL I | 2014-12-12 | 2016-07-27 | $1,098 | $1,345 | -$247 | -$247 | |
| 3948.812 HOTCHKIS & WILEY M/C VALUE CL I | 2016-07-27 | $125,454 | $163,882 | -$38,428 | -$38,428 | ||
| 122. ILLINOIS TOOL WORKS INC COM | 2016-02-18 | 2016-07-27 | $14,094 | $11,678 | $2,416 | $2,416 | |
| 580. J P MORGAN CHASE & CO COM | 2015-08-14 | 2016-07-27 | $37,285 | $39,115 | -$1,830 | -$1,830 | |
| 174. LAM RESEARCH CORP | 2015-06-03 | 2016-07-27 | $15,959 | $14,534 | $1,425 | $1,425 | |
| 200. LOCKHEED MARTIN CORP | 2013-11-25 | 2016-07-27 | $50,956 | $28,340 | $22,616 | $22,616 | |
| 233. NORTHERN TRUST CORP | 2016-05-24 | 2016-07-27 | $15,912 | $16,865 | -$953 | -$953 | |
| 78. NORTHROP GRUMMAN CORPORATION | 2015-02-20 | 2016-07-27 | $17,038 | $13,251 | $3,787 | $3,787 | |
| 66. O REILLY AUTOMOTIVE INC | 2016-02-01 | 2016-07-27 | $18,420 | $17,516 | $904 | $904 | |
| 651. PFIZER INC COM | 2015-10-29 | 2016-07-27 | $23,966 | $22,352 | $1,614 | $1,614 | |
| 79. PUBLIC STORAGE INC | 2015-09-08 | 2016-07-27 | $19,599 | $16,000 | $3,599 | $3,599 | |
| 155. S&P GLOBAL INC | 2016-05-24 | 2016-07-27 | $18,225 | $17,265 | $960 | $960 | |
| 389. SCHLUMBERGER LTD COM | 2016-07-27 | $31,121 | $37,659 | -$6,538 | -$6,538 | ||
| 50. SIMON PROPERTY GROUP INC | 2016-03-29 | 2016-07-27 | $11,078 | $10,178 | $900 | $900 | |
| 361. SUNTRUST BANKS INC COM | 2016-06-29 | 2016-07-27 | $15,259 | $14,328 | $931 | $931 | |
| 255. TEXAS INSTRS INC COM | 2015-11-16 | 2016-07-27 | $18,108 | $14,491 | $3,617 | $3,617 | |
| 115. THERMO ELECTRON CORP COM | 2015-08-31 | 2016-07-27 | $18,301 | $14,370 | $3,931 | $3,931 | |
| 399. TOTAL FINA S A | 2015-08-14 | 2016-07-27 | $18,660 | $19,602 | -$942 | -$942 | |
| 234. TRACTOR SUPPLY CO COM | 2015-05-01 | 2016-07-27 | $21,045 | $20,307 | $738 | $738 | |
| 146. TYSON FOODS INC CLASS A | 2016-03-29 | 2016-07-27 | $10,593 | $9,893 | $700 | $700 | |
| 91. UNIVERSAL HEALTH SERVICES INC CLASS B | 2015-08-31 | 2016-07-27 | $11,915 | $12,470 | -$555 | -$555 | |
| 2646.26 VAN ECK GLOBAL HARD ASSETS FUND CLASS I FD 408 | 2016-07-27 | $91,746 | $137,915 | -$46,169 | -$46,169 | ||
| 186. VANTIV INC CLASS A | 2016-05-10 | 2016-07-27 | $10,925 | $10,413 | $512 | $512 | |
| 568. VERIZON COMMUNICATIONS COM | 2013-05-16 | 2016-07-27 | $31,359 | $30,416 | $943 | $943 | |
| 263. VISA INC CLASS A SHARES | 2013-02-14 | 2016-07-27 | $20,651 | $10,255 | $10,396 | $10,396 | |
| 509. WEC ENERGY GROUP INC | 2010-12-14 | 2016-07-27 | $32,717 | $15,111 | $17,606 | $17,606 | |
| 694. WELLS FARGO & CO NEW COM | 2005-03-28 | 2016-07-27 | $33,283 | $20,509 | $12,774 | $12,774 | |
| 175. WYNDHAM WORLDWIDE CORP | 2016-02-01 | 2016-07-27 | $12,404 | $11,394 | $1,010 | $1,010 | |
| 148. ACCENTURE PLC CLASS A ISIN IE00B4BNMY34 SEDOL B4BNMY3 | 2015-07-14 | 2016-07-27 | $16,863 | $14,854 | $2,009 | $2,009 | |
| 165. INGERSOLL-RAND PLC SEDOL: B633030 | 2016-05-31 | 2016-07-27 | $10,834 | $11,007 | -$173 | -$173 | |
| 56104.095 EATON VANCE FLOATING RATE FUND CLASS I | 2016-07-29 | $489,789 | $485,318 | $4,471 | $4,471 | ||
| 659.016 FIDELITY ADVISOR FLOATING HIGH INCOME FUND I | 2016-07-29 | $6,221 | $6,520 | -$299 | -$299 | ||
| 49829.564 FIDELITY ADVISOR FLOATING HIGH INCOME FUND I | 2016-07-29 | $470,391 | $490,394 | -$20,003 | -$20,003 | ||
| 28045.554 T ROWE PRICE REAL ESTATE FUND FD 122 | 2016-07-29 | $870,814 | $709,351 | $161,463 | $161,463 | ||
| 194.709 TEMPLETON GLOBAL BOND FUND AD FUND | 2016-07-29 | $2,183 | $2,399 | -$216 | -$216 | ||
| 85981.887 TEMPLETON GLOBAL BOND FUND AD FUND | 2016-07-29 | $963,857 | $1,139,519 | -$175,662 | -$175,662 | ||
| 6.58 FEDERAL NATL MTG ASSN POOL 357275 | 2002-10-07 | 2016-07-31 | $7 | $7 | |||
| 185.86 FEDERAL NATL MTG ASSN POOL 747528 | 2003-10-10 | 2016-07-31 | $186 | $184 | $2 | $2 | |
| 6.29 FEDERAL NATL MTG ASSN POOL 357275 | 2002-10-07 | 2016-08-31 | $6 | $6 | |||
| 30.36 FEDERAL NATL MTG ASSN POOL 747528 | 2003-10-10 | 2016-08-31 | $30 | $30 | |||
| 395. ABBOTT LABORATORIES INC | 2016-06-29 | 2016-09-01 | $16,619 | $15,066 | $1,553 | $1,553 | |
| 58072.009 ALLIANCEBERNSTEIN GLOBAL BD FD INC ADV FD 456 | 2016-07-29 | 2016-09-01 | $500,000 | $500,000 | |||
| 20. ALPHABET INC/CA-CL A | 2015-11-04 | 2016-09-01 | $15,813 | $14,999 | $814 | $814 | |
| 69. AMGEN INC | 2014-01-30 | 2016-09-01 | $11,704 | $8,397 | $3,307 | $3,307 | |
| 125. APPLE INC | 2009-06-24 | 2016-09-01 | $13,323 | $2,430 | $10,893 | $10,893 | |
| 284. APPLIED MATERIALS INC | 2016-07-20 | 2016-09-01 | $8,560 | $7,607 | $953 | $953 | |
| 356. BANK NEW YORK MELLON CORP COM | 2016-05-03 | 2016-09-01 | $14,728 | $14,078 | $650 | $650 | |
| 205.924 BLACKROCK INFLATION PROTECTED BD PORTFOLIO | 2016-09-01 | $2,230 | $2,315 | -$85 | -$85 | ||
| 9870.695 BLACKROCK INFLATION PROTECTED BD PORTFOLIO | 2016-09-01 | $106,900 | $110,904 | -$4,004 | -$4,004 | ||
| 1098. CIGNA CORP | 2014-07-23 | 2016-09-01 | $140,087 | $106,641 | $33,446 | $33,446 | |
| 90. CVS CAREMARK CORP | 2013-02-22 | 2016-09-01 | $8,391 | $4,626 | $3,765 | $3,765 | |
| 2306. CELANESE CORP-SERIES A | 2015-07-14 | 2016-09-01 | $146,922 | $161,776 | -$14,854 | -$14,854 | |
| 464. CISCO SYS INC COM | 2011-12-21 | 2016-09-01 | $14,649 | $8,440 | $6,209 | $6,209 | |
| 99. CINTAS CORP | 2015-05-29 | 2016-09-01 | $11,621 | $8,555 | $3,066 | $3,066 | |
| 11210.762 COLUMBIA FLOATING RATE FUND CLASS Z | 2016-07-29 | 2016-09-01 | $100,000 | $99,552 | $448 | $448 | |
| 706. COMCAST CORPORATION CL A | 2016-09-01 | $46,528 | $27,478 | $19,050 | $19,050 | ||
| 103. DISNEY WALT CO | 2014-03-07 | 2016-09-01 | $9,694 | $8,469 | $1,225 | $1,225 | |
| 1570. DOLLAR GENERAL CORP | 2016-07-06 | 2016-09-01 | $115,700 | $147,678 | -$31,978 | -$31,978 | |
| 304. DOW CHEMICAL CO | 2015-05-01 | 2016-09-01 | $16,327 | $15,695 | $632 | $632 | |
| 113. DR PEPPER SNAPPLE GROUP INC | 2015-05-08 | 2016-09-01 | $10,537 | $8,633 | $1,904 | $1,904 | |
| 73. EDWARDS LIFESCIENCES CORP | 2015-02-13 | 2016-09-01 | $8,393 | $4,845 | $3,548 | $3,548 | |
| 128. EQUIFAX INC | 2016-06-21 | 2016-09-01 | $16,970 | $15,931 | $1,039 | $1,039 | |
| 104. EXXON MOBIL CORP | 2014-12-15 | 2016-09-01 | $8,982 | $9,011 | -$29 | -$29 | |
| 115. FACEBOOK INC A | 2016-05-10 | 2016-09-01 | $14,500 | $13,788 | $712 | $712 | |
| 11520. FORD MTR CO DEL COM PAR $0.01 | 2016-05-10 | 2016-09-01 | $142,509 | $155,154 | -$12,645 | -$12,645 | |
| 52. GENERAL DYNAMICS CORP | 2015-05-29 | 2016-09-01 | $7,935 | $7,308 | $627 | $627 | |
| 1650. GILEAD SCIENCES INC COM | 2015-09-15 | 2016-09-01 | $127,220 | $184,083 | -$56,863 | -$56,863 | |
| 84. HOME DEPOT INC COM | 2015-11-16 | 2016-09-01 | $11,271 | $10,166 | $1,105 | $1,105 | |
| 91. HONEYWELL INTL INC | 2015-05-29 | 2016-09-01 | $10,546 | $9,608 | $938 | $938 | |
| 63. ILLINOIS TOOL WORKS INC COM | 2016-02-18 | 2016-09-01 | $7,517 | $6,031 | $1,486 | $1,486 | |
| 233. J P MORGAN CHASE & CO COM | 2015-08-14 | 2016-09-01 | $15,621 | $15,714 | -$93 | -$93 | |
| 500. KIMBERLY-CLARK CORP COM | 2013-04-09 | 2016-09-01 | $63,975 | $47,473 | $16,502 | $16,502 | |
| 368. KROGER CO | 2014-05-07 | 2016-09-01 | $11,703 | $8,528 | $3,175 | $3,175 | |
| 313. MICROSOFT CORP | 2005-03-21 | 2016-09-01 | $17,987 | $7,597 | $10,390 | $10,390 | |
| 462. NIKE INC CL B | 2015-08-05 | 2016-09-01 | $26,945 | $27,006 | -$61 | -$61 | |
| 110. NORTHERN TRUST CORP | 2016-05-24 | 2016-09-01 | $7,739 | $7,962 | -$223 | -$223 | |
| 38. NORTHROP GRUMMAN CORPORATION | 2015-02-20 | 2016-09-01 | $8,028 | $6,456 | $1,572 | $1,572 | |
| 32. O REILLY AUTOMOTIVE INC | 2016-02-01 | 2016-09-01 | $9,017 | $8,493 | $524 | $524 | |
| 125. PPG INDS INC COM | 2015-03-03 | 2016-09-01 | $13,207 | $14,692 | -$1,485 | -$1,485 | |
| 10050.251 PACIFIC FUNDS FLOATING RATE INCOME | 2016-07-29 | 2016-09-01 | $100,000 | $99,698 | $302 | $302 | |
| 331. PFIZER INC COM | 2015-10-29 | 2016-09-01 | $11,463 | $11,365 | $98 | $98 | |
| 116. RAYTHEON COMPANY | 2016-02-02 | 2016-09-01 | $16,180 | $14,398 | $1,782 | $1,782 | |
| 74. S&P GLOBAL INC | 2016-05-24 | 2016-09-01 | $9,148 | $8,243 | $905 | $905 | |
| 133. SCHLUMBERGER LTD COM | 2013-10-31 | 2016-09-01 | $10,424 | $12,495 | -$2,071 | -$2,071 | |
| 190. SUNTRUST BANKS INC COM | 2016-06-29 | 2016-09-01 | $8,282 | $7,541 | $741 | $741 | |
| 131. TEXAS INSTRS INC COM | 2015-11-16 | 2016-09-01 | $9,112 | $7,444 | $1,668 | $1,668 | |
| 47. THERMO ELECTRON CORP COM | 2015-08-31 | 2016-09-01 | $7,079 | $5,873 | $1,206 | $1,206 | |
| 222. TOTAL FINA S A | 2015-08-14 | 2016-09-01 | $10,573 | $10,906 | -$333 | -$333 | |
| 1966. TRACTOR SUPPLY CO COM | 2015-05-01 | 2016-09-01 | $165,101 | $170,609 | -$5,508 | -$5,508 | |
| 196. VERIZON COMMUNICATIONS COM | 2013-05-16 | 2016-09-01 | $10,307 | $10,496 | -$189 | -$189 | |
| 130. VULCAN MATERIALS CO | 2016-07-22 | 2016-09-01 | $14,646 | $16,410 | -$1,764 | -$1,764 | |
| 219. WELLS FARGO & CO NEW COM | 2005-03-28 | 2016-09-01 | $11,015 | $6,472 | $4,543 | $4,543 | |
| 2110. CHECK POINT SOFTWARE COM | 2014-09-04 | 2016-09-01 | $161,707 | $150,888 | $10,819 | $10,819 | |
| 910. CINTAS CORP | 2016-09-09 | $104,499 | $74,979 | $29,520 | $29,520 | ||
| 2254. WELLS FARGO & CO NEW COM | 2005-03-28 | 2016-09-09 | $111,977 | $66,610 | $45,367 | $45,367 | |
| 500000. FEDERAL NATL MTG ASSN NTS | 2007-03-19 | 2016-09-15 | $500,000 | $500,000 | |||
| 3602. KROGER CO | 2014-05-07 | 2016-09-20 | $112,375 | $83,476 | $28,899 | $28,899 | |
| 522. EXXON MOBIL CORP | 2014-12-15 | 2016-09-22 | $43,644 | $45,227 | -$1,583 | -$1,583 | |
| 520. HONEYWELL INTL INC | 2016-09-22 | $60,866 | $54,899 | $5,967 | $5,967 | ||
| 589. SCHLUMBERGER LTD COM | 2016-09-22 | $45,442 | $54,150 | -$8,708 | -$8,708 | ||
| CAPITAL GAIN DIVIDENDS | $171,149 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $624,369 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,563,844 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $34,937,848 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.044761 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,673,392 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $33,760,410 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049567 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,482,591 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $31,353,412 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047286 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,474,631 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $29,821,435 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049449 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,344,591 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $29,768,538 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.045168 | DistributionYr5Rt |
| Total Distribution | 0.236231 | TotalDistributionRt |
| Average Distribution | 0.047246 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $33,201,797 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,568,652 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $13,208 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,581,860 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,682,415 | 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 | $13,208 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $13,208 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $13,208 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $25,856 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $0 | AppliedToEsTaxAmt |
| Total Payments And Credits | $25,856 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $12,648 | OverpaymentAmt |
| Applied To ES Tax | $6,604 | AppliedToESTaxAmt |
| Refund | $6,044 | 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 | IN | 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 | 4127689969 | 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 (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| DON A WOLF | ||||||
| 11718 AUTUMN TREE DR | FORT WAYNE | IN | 46845 | DISTRIBUTION COMMITTEE MEM | 1 | $1,000 |
| JANET C CHRZAN | ||||||
| 3734 SHINNECOCK COURT | FORT WAYNE | IN | 46814 | DISTRIBUTION COMMITTEE MEM | 1 | $1,500 |
| JUDGE WILLIAM LEE | ||||||
| 1607 DODGE AVENUE | FORT WAYNE | IN | 46805 | DISTRIBUTION COMMITTEE MEM | 1 | $1,500 |
| PNC BANK NA | ||||||
| PO BOX 94651 | CLEVELAND | OH | 441014651 | TRUSTEE | 35 | $178,524 |
| THOMAS M SHOAFF | ||||||
| 111 E WAYNE STE 800 | FORT WAYNE | IN | 46802 | DISTRIBUTION COMMITTEE MEM | 1 | $1,000 |
| THOMAS QUIRK | ||||||
| 7130 BLUE CREEK DR | FORT WAYNE | IN | 46804 | DISTRIBUTION COMMITTEE MEM | 1 | $1,000 |
| 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 | $33,707,408 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $33,707,408 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $33,707,408 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $505,611 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $33,201,797 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,660,090 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,660,090 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,208 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,208 | TotalTaxAmt |
| Distributable Before Adj | $1,646,882 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,646,882 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,646,882 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,682,415 | 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 | $1,682,415 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $13,208 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,669,207 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,646,882 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,487,082 | 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 | $1,682,415 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,487,082 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $195,333 | 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 | $1,451,549 | 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 | The Tower at PNC Plaza 300 Fifth A | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4127625157 | RecipientPhoneNum |
| Form And Info And Materials | Please reference the name of the trust in all communications See footnote | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | www.pncsites.com/pncfoundation/charitable_trusts.html for specific information | SubmissionDeadlinesTxt |
| Restrictions On Awards | www.pncsites.com/pncfoundation/charitable_trusts.html for specific information | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (90 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 |
|---|---|---|---|---|---|---|---|---|
| AMERICAN NATIONAL RED CROSS | ||||||||
| 1212 E CALIFORNIA ROAD | FORT WAYNE | IN | 46895 | NONE | PC | HOME FIRE PREPAREDNESS | $5,000 | |
| C2G MUSIC HALL CORPORATION | ||||||||
| PO BOX 10456 | FORT WAYNE | IN | 46852 | NONE | PC | OPERATING SUPPORT | $5,000 | |
| THE FORT WAYNE RESCUE MISSION MINISTRIES | ||||||||
| 301 W SUPERIOR ST | FORT WAYNE | IN | 468021111 | NONE | PC | OPERATING SUPPORT | $7,500 | |
| HOPE ALIVE INC | ||||||||
| 1747 N WELLS ST | FORT WAYNE | IN | 468083235 | NONE | PC | TRANSITIONAL HOUSING | $2,500 | |
| RSVP OF ALLEN COUNTY INC | ||||||||
| 3401 LAKE AVE STE 4 | FORT WAYNE | IN | 468055500 | NONE | PC | 2ND CHANCE EXPUNGEMENT PROG | $2,500 | |
| TRINE UNIVERSITY INC | ||||||||
| 1 UNIVERSITY AVE | ANGOLA | IN | 467031764 | NONE | PC | MASTER OF PHYSICIAN STUDIES | $25,000 | |
| VISITING NURSE AND HOSPICE HOPE INC | ||||||||
| 5910 HOMESTEAD RD | FORT WAYNE | IN | 468144202 | NONE | PC | COMMUNITY GRIEF CTR CAP | $33,000 | |
| WORLD BASEBALL ACADEMY INC | ||||||||
| 1701 FREEMAN ST | FORT WAYNE | IN | 468024713 | NONE | PC | WBA CAP CAMP PLEDGE | $25,000 | |
| VOLUNTEER LAWYER PROGRAM OF NORTHEAST | ||||||||
| 111 WEST WAYNE STREET | FORT WAYNE | IN | 468023603 | NONE | PC | PROGRAMMING SUPPORT | $15,000 | INDIANA INC |
| NATIONAL SOCCER FESTIVALS INC | ||||||||
| 5525 HOPINKTON DR | FORT WAYNE | IN | 468147542 | NONE | PC | PROGRAMMING SUPPORT | $30,000 | |
| ANTHONY WAYNE AREA COUNCIL | ||||||||
| 8315 WEST JEFFERSON BLVD | FORT WAYNE | IN | 46804 | NONE | PC | SCOUTREACH PROGRAM | $15,000 | BOY SCOUTS OF AMERICA |
| IVY TECH FOUNDATION INC | ||||||||
| 3800 N ANTHONY BLVD | FORT WAYNE | IN | 46805 | NONE | PC | NEW VENTURE | $15,000 | |
| FORT WAYNE PUBLIC TELEVISION INC | ||||||||
| 2501 E COLISEUM BLVD | FORT WAYNE | IN | 468051562 | NONE | PC | EMPOWERING COMMUNITY | $25,000 | |
| EMBASSY THEATRE FOUNDATION INC | ||||||||
| 125 W JEFFERSON BLVD | FORT WAYNE | IN | 468023012 | NONE | PC | THEATRE/INDIANA HOTEL CAP | $50,000 | |
| SOULMEDIC MEDIA GROUP INC | ||||||||
| 6429 OAKBROOK PARKWAY | FORT WAYNE | IN | 468254255 | NONE | PC | OPERATING SUPPORT | $2,500 | |
| SCAN INC | ||||||||
| 500 W MAIN ST | FORT WAYNE | IN | 468021406 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| AUDIENCES UNLIMITED INC | ||||||||
| 1005 W RUDISILL BLVD SUITE 304 | FORT WAYNE | IN | 46807 | NONE | PC | ARTS PERFORMANCES-LONG TERM | $7,500 | |
| FORT WAYNE DANCE COLLECTIVE INC | ||||||||
| 437 E BERRY STREET SUITE 203 | FORT WAYNE | IN | 468022817 | NONE | PC | OPERATING SUPPORT | $5,000 | |
| EAST ALLEN FAMILY RESOURCE CENTER | ||||||||
| 610 PROFESSIONAL PARK DR | NEW HAVEN | IN | 467741995 | NONE | PC | LEARN PROGRAM | $5,000 | |
| SCIENCE CENTRAL INC | ||||||||
| 1950 N CLINTON ST | FORT WAYNE | IN | 468054049 | NONE | PC | OPERATING SUPPORT | $5,000 | |
| CENTER FOR NONVIOLENCE INC | ||||||||
| 235 W CREIGHTON AVE | FORT WAYNE | IN | 468071311 | NONE | PC | WOMEN'S NONVIOLENCE | $5,000 | |
| COMMUNITY HARVEST FOOD BANK OF NORTHEAST | ||||||||
| 999 E TILLMAN RD | FORT WAYNE | IN | 468161973 | NONE | PC | OPERATING SUPPORT | $15,000 | INDIANA INC |
| LIFELINE YOUTH & FAMILY SERVICES INC | ||||||||
| 7136 GETTYSBURG PIKE | FORT WAYNE | IN | 468045680 | NONE | PC | PROJECT INCENTIVE | $5,000 | |
| FORT WAYNE PHILHARMONIC ORCHESTRA INC | ||||||||
| 4901 FULLER DR | FORT WAYNE | IN | 468353277 | NONE | PC | OPERATING SUPPORT | $20,000 | |
| INDIANA INSTITUTE OF TECHNOLOGY | ||||||||
| 1600 EAST WASHINGTON BLVD | FORT WAYNE | IN | 468031228 | NONE | PC | CUNNINGHAM REINVENTION PROJ | $25,000 | |
| UNITED WAY OF ALLEN COUNTY | ||||||||
| 334 E BERRY ST | FORT WAYNE | IN | 468022708 | NONE | PC | COMMUNITY CAMPAIGN | $30,000 | |
| GIRL SCOUTS OF NORTHERN INDIANA-MICHIANA | ||||||||
| 10008 DUPONT CIRCLE DRIVE EAST | FORT WAYNE | IN | 468251630 | NONE | PC | LEADERSHIP EXPERIENCE | $20,000 | |
| THE SALVATION ARMY | ||||||||
| 2901 N CLINTON ST | FORT WAYNE | IN | 46805 | NONE | PC | COMMUNITY YOUTH CENTER | $15,000 | |
| YWCA NORTHEAST INDIANA INC | ||||||||
| 1610 SPY RUN AVE | FORT WAYNE | IN | 468054033 | NONE | PC | CAMPAIGN FOR DIGNITY/OPER | $60,000 | |
| FORT WAYNE URBAN LEAGUE | ||||||||
| 2135 SOUTH HANNA STREET | FORT WAYNE | IN | 468032401 | NONE | PC | OPERATING SUPPORT | $10,000 | |
| LEAGUE FOR THE BLIND & DISABLED INC | ||||||||
| 5821 S ANTHONY BLVD | FORT WAYNE | IN | 468163701 | NONE | PC | HOME CARE PLUS PROGRAM | $10,000 | |
| UNIVERSITY OF SAINT FRANCIS | ||||||||
| 2701 SPRING ST | FORT WAYNE | IN | 468083939 | NONE | PC | USF DOWNTOWN CAMPUS CAP | $50,000 | |
| YMCA OF GREATER FORT WAYNE | ||||||||
| 347 W BERRY ST STE 500 | FORT WAYNE | IN | 468022241 | NONE | PC | JACKSON R LEHMAN YMCA | $70,000 | |
| ASSOCIATED CHURCHES OF FORT WAYNE AND | ||||||||
| 602 E WAYNE ST | FORT WAYNE | IN | 468022016 | NONE | PC | OPERATING SUPPORT | $35,000 | ALLEN COUNTY INC |
| TURNSTONE CENTER FOR CHILDREN AND ADULTS | ||||||||
| 3320 N CLINTON ST | FORT WAYNE | IN | 468051918 | NONE | PC | CAPITAL CAMPAIGN/CORE | $75,000 | WITH DISABILITIES |
| JUNIOR ACHIEVEMENT OF NORTHERN INDIANA | ||||||||
| 601 NOBLE DR | FORT WAYNE | IN | 468255544 | NONE | PC | BUILDING CAPITAL | $30,000 | |
| JUNIOR ACHIEVEMENT OF NORTHERN INDIANA | ||||||||
| 601 NOBLE DR | FORT WAYNE | IN | 468255544 | NONE | PC | ELEMENTARY PROG/JA BIZTOWN | $30,000 | |
| FORT WAYNE MUSEUM OF ART INC | ||||||||
| 311 E MAIN ST | FORT WAYNE | IN | 468021907 | NONE | PC | EXHIBITION PROGRAM | $35,000 | |
| EARLY CHILDHOOD ALLIANCE INC | ||||||||
| 3320 FAIRFIELD AVE | FORT WAYNE | IN | 468071821 | NONE | PC | DOWNTOWN LEARNING CTR | $10,000 | |
| CANCER SERVICES OF NORTHEAST INDIANA | ||||||||
| 6316 MUTUAL DR | FORT WAYNE | IN | 468254529 | NONE | PC | CLIENT ADVOCATE PROGRAM | $12,000 | |
| ARTS UNITED OF GREATER FORT WAYNE INC | ||||||||
| 300 E MAIN ST | FORT WAYNE | IN | 468021919 | NONE | PC | OPERATING SUPPORT | $50,000 | |
| EASTER SEALS ARC OF NORTHEAST INDIANA | ||||||||
| 4919 COLDWATER RD | FORT WAYNE | IN | 468255532 | NONE | PC | ASSISTIVE TECHNOLOGY | $5,000 | INC |
| ALLEN COUNTY-FORT WAYNE HISTORICAL | ||||||||
| 302 EAST BERRY STREET | FORT WAYNE | IN | 468022765 | NONE | PC | HERITAGE EDUCATION FUND | $25,000 | SOCIETY INC HISTORY CENTER |
| YOUTH FOR CHRIST OF NORTHERN INDIANA | ||||||||
| 6427 OAKBROOK PARKWAY | FORT WAYNE | IN | 468254253 | NONE | PC | CITY LIFE MINISTRIES | $5,000 | |
| HOMEBOUND MEALS INC | ||||||||
| 611 WEST BERRY STREET | FORT WAYNE | IN | 468022105 | NONE | PC | MEAL DELIVERY PROGRAM | $5,000 | |
| HAROLD W MCMILLEN CENTER FOR HEALTH | ||||||||
| 600 JIM KELLEY BLVD | FORT WAYNE | IN | 468161146 | NONE | PC | PREVENTIVE HEALTH EDUCATION | $30,000 | EDUCATION |
| BIG BROTHERS BIG SISTERS OF NORTHEAST | ||||||||
| 1005 W RUDISILL BLVD | FORTH WAYNE | IN | 468071210 | NONE | PC | YOUTH MENTORING PROGRAMS | $20,000 | INDIANA |
| AUBURN AUTOMOTIVE HERITAGE INC | ||||||||
| 1600 WAYNE ST | AUBURN | IN | 467063509 | NONE | PC | "TELLING THE STORY" CAP | $60,000 | |
| ARCH INC | ||||||||
| 818 LAFAYETTE STREET | FORT WAYNE | IN | 46802 | NONE | PC | COMMUNITY EDUCATION | $3,000 | |
| ARTLINK INC | ||||||||
| 300 E MAIN ST | FORT WAYNE | IN | 468021919 | NONE | PC | EXHIBITS/EDUCATIONAL | $5,000 | |
| NORTHEAST INDIANA PUBLIC RADIO INC | ||||||||
| 3204 CLAIMONT COURT | FORT WAYNE | IN | 46808 | NONE | PC | NIPR LOCAL PROGRAMMING | $15,000 | |
| FORT WAYNE CHILDREN'S CHOIR INC | ||||||||
| IPFW RHINEHART MUSIC CENTER | FORT WAYNE | IN | 468051445 | NONE | PC | MUSIC EDUCATION PROGRAM | $2,500 | |
| THE LITERACY ALLIANCE | ||||||||
| 709 CLAY ST STE 100 | FORT WAYNE | IN | 468022019 | NONE | PC | ADULT INSTRUCTION PROGRAM | $10,000 | |
| FOUNDATION FOR ART AND MUSIC IN | ||||||||
| 300 E MAIN ST STE 130 | FORT WAYNE | IN | 468021920 | NONE | PC | MULTICULTURAL ARTS PROGRAM | $5,000 | ELEMENTARY EDUCATION |
| BOYS AND GIRLS CLUBS FORT WAYNE | ||||||||
| 2609 FAIRFIELD AVE | FORT WAYNE | IN | 468071214 | NONE | PC | PROJECT LEARN | $15,000 | |
| VINCENT VILLAGE INC | ||||||||
| 2827 HOLTON AVENUE | FORT WAYNE | IN | 46806 | NONE | PC | SVCS FOR HOMELESS CHILDREN | $2,500 | |
| ALLEN COUNTY EDUCATION PARTNERSHIP DBA | ||||||||
| 709 CLAY ST STE 101 | FORT WAYNE | IN | 468022019 | NONE | PC | PROJECT READS PROGRAM | $7,500 | PROJECT READS |
| STUDY CONNECTION | ||||||||
| 1200 S CLINTON ST | FORT WAYNE | IN | 468023594 | NONE | PC | OPERATING SUPPORT | $10,000 | |
| NEIGHBORHOOD HEALTH CLINICS INC | ||||||||
| 1717 S CALHOUN ST | FORT WAYNE | IN | 468025257 | NONE | PC | SCHOOL DENTAL SEALANTS | $5,000 | |
| CHRISTIAN COMMUNITY HEALTH CARE INC | ||||||||
| PO BOX 128 | GRABILL | IN | 467410128 | NONE | PC | OPERATING-PROVISION OF FREE | $4,000 | |
| THE POWER HOUSE ALLIANCE INC | ||||||||
| 830 MAIN ST | NEW HAVEN | IN | 467741448 | NONE | PC | POWER PLANT PROGRAM | $15,000 | |
| FORT WAYNE CLUBHOUSE INC | ||||||||
| 3327 LAKE AVE | FORT WAYNE | IN | 468055529 | NONE | PC | ASSISTING MENTALLY ILL TO | $6,500 | |
| CHILDREN'S HOPE INC | ||||||||
| 7922 W JEFFERSON BLVD | FORT WAYNE | IN | 468044140 | NONE | PC | OUTDOOR HOPE AND RESPITE | $10,000 | |
| INTERFAITH HOSPITALITY NETWORK OF | ||||||||
| 2925 EAST STATE BLVD | FORT WAYNE | IN | 46805 | NONE | PC | EMERGENCY SHELTER SUPPORT | $7,500 | GREATER FORT WAYNE INC |
| BOYS & GIRLS CLUB OF HUNTINGTON COUNTY | ||||||||
| PO BOX 673 | HUNTINGTON | IN | 467500673 | NONE | PC | "BUILDING GREAT FUTURES FOR | $15,000 | INC |
| NORTHEAST INDIANA INNOVATION CENTER | ||||||||
| 3201 STELLHORN ROAD | FORT WAYNE | IN | 46815 | NONE | PC | STUDENT ENTREPRENEURSHIP | $25,000 | |
| COMMUNITY TRANSPORTATION NETWORK | ||||||||
| 5601 INDUSTRIAL RD | FORT WAYNE | IN | 468255125 | NONE | PC | NEW OPERATIONS CENTER | $25,000 | |
| UNITY PERFORMING ARTS FOUNDATION INC | ||||||||
| IPFW RHINEHART MUSIC CENTER | FORT WAYNE | IN | 46805 | NONE | PC | JOURNEY TO THE VATICAN | $7,500 | |
| HEADWATERS PARK ALLIANCE INC | ||||||||
| 110 W BERRY ST STE 2012 | FORT WAYNE | IN | 468022311 | NONE | PC | OPERATING SUPPORT | $5,000 | |
| SUPER SHOT INC | ||||||||
| 709 CALY ST STE 300 | FORT WAYNE | IN | 468022019 | NONE | PC | COMMUNITY IMMUNIZATION | $6,000 | |
| HARLAN CHRISTIAN YOUTH CENTER INC | ||||||||
| PO BOX 467 | HARLAN | IN | 467430467 | NONE | PC | OPERATING SUPPORT | $15,000 | |
| THE SOUTHEAST YOUTH COUNCIL INC | ||||||||
| PO BOX 236 | MONROEVILLE | IN | 467730236 | NONE | PC | DROP-IN CENTER & AMP'D | $12,000 | |
| MUSTARD SEED FURNITURE BANK OF FORT | ||||||||
| 3636 ILLINOIS RD | FORT WAYNE | IN | 468042062 | NONE | PC | OPERATING SUPPORT | $2,500 | WAYNE INC |
| BLUE JACKET INC | ||||||||
| 2826 S CALHOUN ST | FORT WAYNE | IN | 468071404 | NONE | PC | CAREER ACADEMY PROGRAM | $5,000 | |
| FORT WAYNE CIVIC THEATRE | ||||||||
| 303 E MAIN ST | FORT WAYNE | IN | 468021907 | NONE | PC | IN THE WINGS | $7,500 | |
| FORT WAYNE BALLET INC | ||||||||
| 300 E MAIN ST | FORT WAYNE | IN | 468021919 | NONE | PC | IN-THEATRE EDUCATIONAL | $7,500 | |
| INDIANA UNIVERSITY-PURDUE UNIVERSITY | ||||||||
| 2010 E COLISEUM BLVD | FORT WAYNE | IN | 46805 | NONE | PC | DOEMER SCHOOL OF BUSINESS | $15,000 | FORT WAYNE |
| INDIANA UNIVERSITY-PURDUE UNIVESRITY | ||||||||
| 2101 E COLISEUM BLVD | FORT WAYNE | IN | 46805 | NONE | PC | IPFW MINI DONS SOCCER | $6,000 | FORT WAYNE |
| MAUMEE VALLEY ANTIQUE STEAM & GAS | ||||||||
| PO BOX 156 | NEW HAVEN | IN | 467740156 | NONE | PC | SAWMILL PROJECT | $25,000 | ASSOCIATION |
| FORT WAYNE MEDICAL SOCIETY FOUNDATION | ||||||||
| 750 BROADWAY STE 250 | FORT WAYNE | IN | 468021412 | NONE | PC | HEALTHIER MOMS & BABIES | $5,000 | |
| FORT WAYNE ZOOLOGICAL SOCIETY INC | ||||||||
| 3411 SHERMAN BLVD | FORT WAYNE | IN | 468081522 | NONE | PC | AUSTRALIAN ADVENTURE CAP | $50,000 | |
| CANCER PATIENT TRANSPORTATION FUND DBA | ||||||||
| 11143 PARKVIEW PLAZA DR | FORT WAYNE | IN | 468451727 | NONE | PC | CANCER PATIENT | $1,000 | PAT DYER MEMORIAL FUND |
| FRANCINE'S FRIENDS INC | ||||||||
| 709 CLAY STREET 300 | FORT WAYNE | IN | 468022019 | NONE | PC | MAMMOGRAPHY PROGRAM SUPPORT | $5,000 | |
| FORT WAYNE TRAILS INC | ||||||||
| 300 E MAIN ST STE 131 | FORT WAYNE | IN | 468021920 | NONE | PC | FWT PRIORITY PROJECTS | $5,000 | |
| HEARCARE CONNECTION INC | ||||||||
| 9604 COLDWATER RD STE 109 | FORT WAYNE | IN | 46825 | NONE | PC | SLIDING FEE SCALE | $5,000 | |
| MENTAL HEALTH AMERICAN IN ALLEN COUNTY | ||||||||
| 2200 LAKE AVENUE SUITE 105 | FORT WAYNE | IN | 46802 | NONE | PC | OPERATING SUPPORT | $2,500 | INC |
| WELLSPRING INTERFAITH SOCIAL SERVICES | ||||||||
| 1316 BROADWAY | FORT WAYNE | IN | 468023306 | NONE | PC | PROGRAM SUPPORT | $15,000 | INC |
| SCORE 50 | ||||||||
| 110 WEST BERRY STREET | FORT WAYNE | IN | 46802 | NONE | PC | OPERATING/PROGRAMMING | $1,500 | |
| NORTHEAST INDIANA FOUNDATION INC | ||||||||
| 200 E MAIN ST STE 910 | FORT WAYNE | IN | 468021915 | NONE | PC | VISION 2020 | $25,000 | |
| TEACH OUR CHILDREN FUND INC DBA FORT | ||||||||
| 2510 EAST DUPONT ROAD | FORT WAYNE | IN | 46825 | NONE | PC | OPERATING SUPPORT | $2,500 | WAYNE CENTER FOR LEARNING |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,487,500 | 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 | $789,092 | 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 | $624,369 | 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 | $1,413,461 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,413,461 | 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 Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $486,088 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $523,968 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS - FIXED | AT COST | $4,356,079 | $4,413,081 |
| MUTUAL FUNDS - EQUITY | AT COST | $7,183,047 | $8,209,978 |
| MUTUAL FUNDS - ALTERNATIVE | AT COST | $1,208,464 | $1,153,607 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CY AMORTIZATION CARRIED TO NY | $28 |
| CY ACCRUED INTEREST CARRIED TO NY | $320 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRANTMAKING FEES | Desc |
| Revenue And Expenses Per Books | $99,401 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $99,401 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| PY AMORTIZATION CARRIED TO CY | $400 |
| PY ACCRUED INTEREST CARRIED TO CY | $130 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $3,427 | $3,427 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $24,420 | $0 | $0 |
Comments