THOMAS A WILSON FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- THOMAS A WILSON FOUNDATION (EIN 23-7358862)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-01
- IRS object ID
- 201731219349100803
- 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
- Form 990-PF
- Investments Other Schedule2
- Other Decreases Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-01T09:00:29-05:00 | 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 | 237358862 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS A WILSON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILS | BusinessNameControlTxt |
| Phone | 4127629161 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PNC BANK NA 620 LIBERTY AVENUE | 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 | 4127629161 | PhoneNum |
| Signature | 2017-04-04 | SignatureDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 161.150.176.2 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B62B456F261951C798FA00B8391BA4DFFBFA8205 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 1CC7BA5074E8AB1797D9DE59A1DFA746CF600023 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | 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 | $6,516,349 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $134,128 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $134,128 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $108,743 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,795,032 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $108,743 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $3,524 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $246,395 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $242,871 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $61,122 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $30,561 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $30,561 | 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 | $3,035 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,071 | 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 | $64,157 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $31,632 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $30,561 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $450,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $450,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $514,157 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $31,632 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $480,561 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$267,762 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $211,239 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $99,066 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $97,698 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $97,698 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $2,224,450 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,309,122 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,981,299 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $100,003 | CorporateBondsBOYAmt |
| Other Investments BOY | $3,319,752 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,068,115 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,437,352 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,743,271 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,474,935 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,516,349 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $5,690,840 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,405,275 | CapitalStockEOYAmt |
| Retained Earning BOY | $52,431 | RetainedEarningBOYAmt |
| Retained Earning EOY | $69,660 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,743,271 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,474,935 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,743,271 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,474,935 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,743,271 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$267,762 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,475,509 | SubtotalAmt |
| Other Decreases | $574 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,474,935 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (70 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 1. SCHERING-PLOUGH CORP | 2001-01-01 | 2016-01-20 | $154 | $154 | $154 | ||
| 200. BOEING CO | 2012-09-24 | 2016-02-01 | $23,969 | $10,046 | $10,046 | $13,923 | |
| 6838.634 VANGUARD GNMA FUND ADMIRAL SHARES | 2012-07-13 | 2016-02-01 | $73,584 | -$2,175 | -$2,175 | $75,759 | |
| 100000. MICROSOFT CORP SR UNSEC | 2011-03-25 | 2016-02-08 | $100,000 | $100,000 | |||
| 640. MONDELEZ INTERNATIONAL | 2015-09-18 | 2016-02-18 | $25,646 | -$1,854 | -$1,854 | $27,500 | |
| 368. STANLEY BLACK & DECKER INC | 2015-06-17 | 2016-02-18 | $33,923 | -$4,981 | -$4,981 | $38,904 | |
| 1090. INVESCO LTD ISIN BMG491BT1088 SEDOL B28XP76 | 2013-05-09 | 2016-02-18 | $29,357 | -$9,176 | -$9,176 | $38,533 | |
| 230. APPLE INC | 2013-10-16 | 2016-03-03 | $23,282 | $6,529 | $6,529 | $16,753 | |
| 290. SKYWORKS SOLUTIONS INC COM | 2014-03-28 | 2016-03-03 | $20,377 | $9,641 | $9,641 | $10,736 | |
| 686. KROGER CO | 2014-05-08 | 2016-03-14 | $26,170 | $10,201 | $10,201 | $15,969 | |
| 171. SNAP-ON INC COM | 2014-09-12 | 2016-03-18 | $26,651 | $5,244 | $5,244 | $21,407 | |
| 1500. SCHWAB INTERNATIONAL SMALL CAP EQUITY | 2013-12-23 | 2016-03-24 | $42,134 | -$4,594 | -$4,594 | $46,728 | |
| 210. AMERIPRISE FINANCIAL INC | 2015-01-26 | 2016-05-05 | $19,654 | -$7,719 | -$7,719 | $27,373 | |
| 303. APPLE INC | 2009-06-01 | 2016-05-13 | $27,715 | $10,820 | $10,820 | $16,895 | |
| 1643. CISCO SYS INC COM | 2011-11-15 | 2016-05-13 | $44,048 | $4,147 | $4,147 | $39,901 | |
| 400. L BRANDS INC | 2014-09-26 | 2016-05-13 | $27,163 | -$168 | -$168 | $27,331 | |
| 40. MICROSOFT CORP | 2006-07-24 | 2016-05-13 | $2,067 | $1,106 | $1,106 | $961 | |
| 240. MICROSOFT CORP | 2015-12-22 | 2016-05-13 | $12,403 | -$700 | -$700 | $13,103 | |
| 115. THE TRAVELERS COS INC | 2015-08-14 | 2016-05-20 | $12,859 | $513 | $513 | $12,346 | |
| 370. THE TRAVELERS COS INC | 2014-05-02 | 2016-05-20 | $41,373 | $7,639 | $7,639 | $33,734 | |
| 1. ST. JUDE MEDICAL, INC. SECURITIES LITIGATION | 2001-01-01 | 2016-05-24 | $296 | $271 | $271 | $25 | |
| 830. LINCOLN NATIONAL CORP | 2013-11-13 | 2016-05-26 | $37,545 | -$4,999 | -$4,999 | $42,544 | |
| 218. GENERAL ELEC CO COM | 2010-08-19 | 2016-05-27 | $6,561 | $3,228 | $3,228 | $3,333 | |
| 102. NORTHROP GRUMMAN CORPORATION | 2015-02-24 | 2016-05-27 | $21,819 | $4,482 | $4,482 | $17,337 | |
| 601. HORMEL FOODS CORP | 2016-02-18 | 2016-06-03 | $20,818 | -$5,183 | -$5,183 | $26,001 | |
| 358. ALASKA AIR GROUP INC | 2015-11-18 | 2016-06-22 | $21,411 | -$6,285 | -$6,285 | $27,696 | |
| 65. CVS CAREMARK CORP | 2013-02-22 | 2016-06-22 | $6,094 | $2,750 | $2,750 | $3,344 | |
| 302. EDWARDS LIFESCIENCES CORP | 2015-02-11 | 2016-06-29 | $28,862 | $9,077 | $9,077 | $19,785 | |
| 216. PRINCIPAL FINANCIAL GROUP COM | 2015-08-14 | 2016-06-29 | $8,574 | -$3,866 | -$3,866 | $12,440 | |
| 810. PRINCIPAL FINANCIAL GROUP COM | 2014-08-06 | 2016-06-29 | $32,153 | -$8,796 | -$8,796 | $40,949 | |
| 580. FOOT LOCKER INC | 2014-04-11 | 2016-07-06 | $32,024 | $6,388 | $6,388 | $25,636 | |
| 670. TE CONNECTIVITY LTD SEDOL B62B7C3 ISIN CH0102993182 | 2014-01-31 | 2016-07-14 | $39,918 | $870 | $870 | $39,048 | |
| 1. PFIZER INC XXX-XX-XXXX | 2001-01-01 | 2016-07-19 | $360 | $335 | $335 | $25 | |
| 125. CELANESE CORP-SERIES A | 2015-11-09 | 2016-07-25 | $8,693 | -$121 | -$121 | $8,814 | |
| 183. DOW CHEMICAL CO | 2015-04-29 | 2016-07-25 | $9,661 | $168 | $168 | $9,493 | |
| 108. PPG INDS INC COM | 2015-03-03 | 2016-07-25 | $11,502 | -$1,190 | -$1,190 | $12,692 | |
| 211. CIGNA CORP | 2014-07-16 | 2016-08-04 | $26,905 | $7,311 | $7,311 | $19,594 | |
| 293. GILEAD SCIENCES INC COM | 2015-09-15 | 2016-08-04 | $23,350 | -$9,345 | -$9,345 | $32,695 | |
| 2136. FORD MTR CO DEL COM PAR $0.01 | 2016-05-13 | 2016-08-12 | $26,240 | -$2,617 | -$2,617 | $28,857 | |
| 600. ISHARES TR RUSSELL1000VAL | 2013-09-13 | 2016-08-12 | $63,600 | $11,340 | $11,340 | $52,260 | |
| 2726.281 MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND CLASS I | 2013-09-13 | 2016-08-12 | $50,000 | $27 | $27 | $49,973 | |
| 2133.106 ASG GLOBAL ALTERNATIVES FUND CL Y | 2015-05-29 | 2016-08-12 | $20,968 | -$4,032 | -$4,032 | $25,000 | |
| 11039.627 PNC ULTRA SHORT BOND FUND CLASS I | 2013-09-13 | 2016-08-12 | $109,844 | -$111 | -$111 | $109,955 | |
| 1650.71 T ROWE PRICE REAL ESTATE FUND FD 122 | 2012-04-18 | 2016-08-12 | $50,000 | $16,259 | $16,259 | $33,741 | |
| 375. TRACTOR SUPPLY CO COM | 2015-04-27 | 2016-08-12 | $32,363 | -$1,665 | -$1,665 | $34,028 | |
| 380. CHECK POINT SOFTWARE COM | 2014-08-29 | 2016-08-23 | $28,724 | $1,811 | $1,811 | $26,913 | |
| 420. CELANESE CORP-SERIES A | 2015-07-15 | 2016-08-26 | $27,603 | -$1,691 | -$1,691 | $29,294 | |
| 4219.409 T ROWE PRICE SHORTTERM BD FD INC | 2011-03-25 | 2016-08-26 | $20,000 | -$422 | -$422 | $20,422 | |
| 340. DOLLAR GENERAL CORP | 2016-07-06 | 2016-09-02 | $24,914 | -$7,219 | -$7,219 | $32,133 | |
| 191. CINTAS CORP | 2015-03-30 | 2016-09-12 | $21,813 | $5,634 | $5,634 | $16,179 | |
| 502. WELLS FARGO & CO NEW COM | 2010-01-14 | 2016-09-12 | $24,212 | $9,749 | $9,749 | $14,463 | |
| 710. KROGER CO | 2014-05-08 | 2016-09-14 | $21,952 | $5,424 | $5,424 | $16,528 | |
| 123. HONEYWELL INTL INC | 2015-05-29 | 2016-09-21 | $14,197 | $1,296 | $1,296 | $12,901 | |
| 120. EXXON MOBIL CORP | 2014-11-18 | 2016-09-22 | $10,029 | -$1,389 | -$1,389 | $11,418 | |
| 136. SCHLUMBERGER LTD COM | 2013-11-04 | 2016-09-22 | $10,494 | -$2,509 | -$2,509 | $13,003 | |
| 937. D R HORTON INC | 2015-10-20 | 2016-09-27 | $28,097 | -$965 | -$965 | $29,062 | |
| .44 ADVANSIX INC - W/I | 2015-02-05 | 2016-10-17 | $7 | $1 | $1 | $6 | |
| 232. PPG INDS INC COM | 2015-03-03 | 2016-10-18 | $21,550 | -$5,715 | -$5,715 | $27,265 | |
| 485. CVS CAREMARK CORP | 2013-02-22 | 2016-10-20 | $42,148 | $17,197 | $17,197 | $24,951 | |
| 150. LOCKHEED MARTIN CORP | 2013-11-25 | 2016-10-28 | $37,257 | $16,060 | $16,060 | $21,197 | |
| 169. PUBLIC STORAGE INC | 2015-09-14 | 2016-10-28 | $34,958 | $882 | $882 | $34,076 | |
| 199. UNIVERSAL HEALTH SERVICES INC CLASS B | 2015-08-27 | 2016-10-28 | $23,742 | -$4,184 | -$4,184 | $27,926 | |
| 15. ADVANSIX INC - W/I | 2015-02-05 | 2016-11-01 | $226 | $11 | $11 | $215 | |
| 252. ALTRIA GROUP INC | 2013-05-17 | 2016-11-21 | $16,017 | $6,620 | $6,620 | $9,397 | |
| 455. AMERICAN ELECTRIC POWER INC | 2015-10-20 | 2016-11-21 | $26,955 | $31 | $31 | $26,924 | |
| 285.878 MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND CLASS I | 2013-09-13 | 2016-12-15 | $5,000 | -$240 | -$240 | $5,240 | |
| 104. EXXON MOBIL CORP | 2014-11-18 | 2016-12-16 | $9,433 | -$462 | -$462 | $9,895 | |
| 87. JOHNSON & JOHNSON COM | 2016-08-04 | 2016-12-16 | $10,078 | -$701 | -$701 | $10,779 | |
| 264. TOTAL FINA S A | 2015-08-14 | 2016-12-16 | $13,102 | $121 | $121 | $12,981 | |
| CAPITAL GAIN DIVIDENDS | $20,434 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $108,743 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $408,071 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,890,418 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.059223 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $156,388 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,737,134 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.023213 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $407,069 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,258,652 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.065041 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $380,891 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,006,849 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.063409 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $390,430 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,076,058 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.064257 | DistributionYr5Rt |
| Total Distribution | 0.275143 | TotalDistributionRt |
| Average Distribution | 0.055029 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,490,868 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $357,186 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,112 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $359,298 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $480,561 | 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 | $2,112 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,112 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,112 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,928 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $0 | AppliedToEsTaxAmt |
| Total Payments And Credits | $3,928 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,816 | OverpaymentAmt |
| Applied To ES Tax | $1,056 | AppliedToESTaxAmt |
| Refund | $760 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PNC BANK NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4127629161 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PNC BANK N A | PersonNm |
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 | 13 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $61,122 | 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 |
| 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 | $6,589,714 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,589,714 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,589,714 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $98,846 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,490,868 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $324,543 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $324,543 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,112 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,112 | TotalTaxAmt |
| Distributable Before Adj | $322,431 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $322,431 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $322,431 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $480,561 | 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 | $480,561 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,112 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $478,449 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $322,431 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $73,091 | 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 | $480,561 | QualifyingDistributionsAmt |
| Applied To Year1 | $73,091 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $322,431 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $85,039 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $85,039 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $85,039 | 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 | $85,039 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JOHN MONTOYA PNC BANK NA | 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 | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4127688538 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN REQUEST SHOULD INCLUDE THE PURPOSE FOR WHICH THE GRANT WILL BE USED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | PREFERENCE IS GIVEN FOR PURPOSES OF CHRISTIAN EDUCATION AND HEALTH CARE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| MCKEESPORT GOSPEL HALL | |||||||
| PRESCOTT BROADWAY | MCKEESPORT | PA | 15131 | NONE | PC | GENERAL SUPPORT | $100,000 |
| WILSON CHRISTIAN ACADEMY | |||||||
| 1900 CLAIRTON ROAD | WEST MIFFIN | PA | 15122 | NONE | PC | GENERAL SUPPORT | $350,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $450,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $134,128 | 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 | $108,743 | 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 | $3,524 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $246,395 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $246,395 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS - FIXED INCOME | AT COST | $1,765,976 | $1,756,275 |
| MUTUAL FUNDS - EQUITIES | AT COST | $1,302,139 | $1,681,077 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DIFF BETWEEN TAXABLE AMTS AND INC CASH | $573 |
| ROUNDING ADJ FOR SALES AND TRANSACTIONS | $1 |
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 | $3,524 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $743 | $743 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $1,964 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $228 | $228 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $100 | $100 | $0 |
Comments