CORINNE R & HENRY BOWER MEM TR: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- CORINNE R & HENRY BOWER MEM TR (EIN 23-6205062)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-06-15
- IRS object ID
- 201741669349100509
- 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 | 2017-06-15T11:00:15-05:00 | 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 | 236205062 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CORINNE R & HENRY BOWER MEMORIAL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BOWE | BusinessNameControlTxt |
| Phone | 4127622950 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 609 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152309738 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PNC BANK N A BY | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 4127622950 | PhoneNum |
| Signature | 2017-06-15 | SignatureDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 161.150.176.3 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B62B456F261951C798FA00B8391BA4DFFBFA8205 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B62B456F261951C798FA00B8391BA4DFFBFA8205 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization4947a1 Trtd PF | Yes (X) | Organization4947a1TrtdPFInd |
| FMV Assets EOY | $752,370 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $13,395 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $13,395 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $58 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $348,868 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $58 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $5,604 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $19,057 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $13,453 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $11,052 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $9,947 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,105 | 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 | $339 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $141 | 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 | $11,391 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,088 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,105 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $35,767 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $35,767 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $47,158 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,088 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $36,872 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$28,101 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,365 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $0 | CashEOYAmt |
| Sav And Temp Cash Invst BOY | $58,830 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $48,538 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $48,538 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock EOY | $465,117 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $469,735 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $239,323 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $234,097 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $728,156 | OtherInvestmentsBOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $786,986 | TotalAssetsBOYAmt |
| Total Assets EOY | $752,978 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $752,370 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $786,986 | CapitalStockBOYAmt |
| Capital Stock EOY | $752,978 | CapitalStockEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $786,986 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $752,978 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $786,986 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $752,978 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $786,986 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$28,101 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $758,885 | SubtotalAmt |
| Other Decreases | $5,907 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $752,978 | 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 |
|---|---|---|---|---|---|---|---|
| 113.972 BLACKROCK STRATEGIC INCOME OPPORTUNITIES PORTFOLIO | 2014-11-03 | 2016-01-11 | $1,110 | $1,170 | -$60 | -$60 | |
| 133.714 EATON VANCE FLOATING RATE FUND CLASS I | 2014-11-03 | 2016-01-11 | $1,122 | $1,205 | -$83 | -$83 | |
| 45. ISHARES CORE US AGGREGATE BOND ETF | 2014-11-03 | 2016-01-11 | $4,881 | $4,934 | -$53 | -$53 | |
| 15.108 T ROWE PRICE REAL ESTATE FUND FD 122 | 2014-11-03 | 2016-01-11 | $402 | $398 | $4 | $4 | |
| 466.619 VANGUARD TOTL BD MKT IDX-ADM | 2014-11-03 | 2016-01-11 | $4,988 | $5,063 | -$75 | -$75 | |
| 133. ISHARES MSCI EAFE SMALL-CAP ETF | 2015-11-30 | 2016-01-29 | $6,187 | $6,704 | -$517 | -$517 | |
| 107. SPDR S&P INTERNATIONAL SMALL CAP | 2015-11-30 | 2016-01-29 | $2,804 | $3,098 | -$294 | -$294 | |
| 4. SECTOR SPDR TR SBI INT-TECH | 2015-11-30 | 2016-01-29 | $163 | $176 | -$13 | -$13 | |
| 128. SECTOR SPDR TR SBI CYCL TRANS | 2015-11-30 | 2016-02-29 | $9,611 | $10,323 | -$712 | -$712 | |
| 223. SECTOR SPDR TR SBI INT-TECH | 2015-11-30 | 2016-02-29 | $9,229 | $9,770 | -$541 | -$541 | |
| 108.506 GOLDMAN SACHS GRTH OPPOR INSTIT CLASS | 2016-01-11 | 2016-04-06 | $2,531 | $2,364 | $167 | $167 | |
| 701.188 GOLDMAN SACHS GRTH OPPOR INSTIT CLASS | 2014-11-03 | 2016-04-06 | $16,359 | $22,602 | -$6,243 | -$6,243 | |
| 92. SECTOR SPDR TR SBI CONS STPLS | 2016-01-29 | 2016-04-29 | $4,797 | $4,656 | $141 | $141 | |
| 98. SECTOR SPDR TR SHS BEN INT-UTILITIES | 2016-02-29 | 2016-04-29 | $4,704 | $4,566 | $138 | $138 | |
| 182.302 COLUMBIA ACORN INTL FUND CL Z | 2014-11-03 | 2016-05-26 | $7,195 | $8,191 | -$996 | -$996 | |
| 9.62 COLUMBIA ACORN INTL FUND CL Z | 2016-01-11 | 2016-05-26 | $380 | $354 | $26 | $26 | |
| 480.144 GOLDMAN SACHS MID CAP VALUE FD CL I | 2014-11-03 | 2016-05-26 | $16,431 | $22,885 | -$6,454 | -$6,454 | |
| 94.113 GOLDMAN SACHS MID CAP VALUE FD CL I | 2016-01-11 | 2016-05-26 | $3,221 | $2,897 | $324 | $324 | |
| 121. SECTOR SPDR TR SBI CYCL TRANS | 2016-04-29 | 2016-06-30 | $9,400 | $9,550 | -$150 | -$150 | |
| 8. SECTOR SPDR TR SHS BEN INT-UTILITIES | 2016-02-29 | 2016-06-30 | $412 | $373 | $39 | $39 | |
| 229. SECTOR SPDR TR SBI INT-TECH | 2016-06-30 | 2016-07-29 | $10,639 | $9,895 | $744 | $744 | |
| 2966.276 EATON VANCE FLOATING RATE FUND CLASS I | 2014-11-03 | 2016-08-05 | $25,896 | $26,720 | -$824 | -$824 | |
| 589.794 BLACKROCK STRATEGIC INCOME OPPORTUNITIES PORTFOLIO | 2014-11-03 | 2016-08-25 | $5,786 | $6,057 | -$271 | -$271 | |
| 778.348 RIDGEWORTH FDS SEIX FLTG RATE INCOME FD CL I | 2016-08-05 | 2016-08-25 | $6,709 | $6,686 | $23 | $23 | |
| 842.495 TEMPLETON GLOBAL BOND FUND AD FUND | 2014-11-03 | 2016-08-25 | $9,436 | $11,146 | -$1,710 | -$1,710 | |
| 2. SECTOR SPDR TR SBI CONS STPLS | 2016-01-29 | 2016-08-31 | $109 | $101 | $8 | $8 | |
| 175. INDUSTRIAL SELECT SECTOR SPDR ETF LARGE CAP | 2016-07-29 | 2016-08-31 | $10,239 | $10,177 | $62 | $62 | |
| 655.643 MFS VALUE FUND CLASS I FUND 893 | 2014-11-03 | 2016-10-03 | $23,262 | $23,000 | $262 | $262 | |
| 363.802 T ROWE PRICE GROWTH STOCK FUND | 2003-06-23 | 2016-10-03 | $19,791 | $7,760 | $12,031 | $12,031 | |
| 803.189 ROWE T PRICE VALUE FD INC COM | 2014-11-03 | 2016-10-03 | $26,634 | $29,871 | -$3,237 | -$3,237 | |
| 180. SECTOR SPDR TR SBI CONS STPLS | 2016-01-29 | 2016-10-03 | $9,509 | $9,174 | $335 | $335 | |
| 4. SECTOR SPDR TR SBI CONS STPLS | 2016-07-29 | 2016-10-03 | $211 | $218 | -$7 | -$7 | |
| 142. SECTOR SPDR TR SBI INT-TECH | 2016-08-31 | 2016-10-03 | $6,760 | $6,673 | $87 | $87 | |
| 197. SECTOR SPDR TR SHS BEN INT-UTILITIES | 2016-02-29 | 2016-10-03 | $9,501 | $9,179 | $322 | $322 | |
| 13. SECTOR SPDR TR SHS BEN INT-UTILITIES | 2016-07-29 | 2016-10-03 | $627 | $653 | -$26 | -$26 | |
| 1116.911 TOUCHSTONE SANDS CAPITAL SELECT GROWTH FD CLASS Y | 2014-11-03 | 2016-10-03 | $18,697 | $21,367 | -$2,670 | -$2,670 | |
| 70. SECTOR SPDR TR SBI BASIC INDS | 2016-10-03 | 2016-10-31 | $3,272 | $3,347 | -$75 | -$75 | |
| 57. INDUSTRIAL SELECT SECTOR SPDR ETF LARGE CAP | 2016-10-03 | 2016-10-31 | $3,265 | $3,327 | -$62 | -$62 | |
| 6.153 AMERICAN BEACON L/C VALU IS | 2014-11-03 | 2016-11-16 | $105 | $118 | -$13 | -$13 | |
| 69.364 BAIRD MIDCAP INST | 2016-04-06 | 2016-11-16 | $1,094 | $1,050 | $44 | $44 | |
| 87.628 BLACKROCK STRATEGIC INCOME OPPORTUNITIES PORTFOLIO | 2014-11-03 | 2016-11-16 | $856 | $900 | -$44 | -$44 | |
| 12. DEUTSCHE X-TRACKERS MSCI EUR ETF | 2015-04-30 | 2016-11-16 | $306 | $352 | -$46 | -$46 | |
| 31.689 HARDING LOEVNER INTERNATIONAL EQUITY PORTFOLIO | 2014-11-03 | 2016-11-16 | $559 | $576 | -$17 | -$17 | |
| 60. ISHARES MSCI EMERGING MKTS INDEX FUND | 2014-11-03 | 2016-11-16 | $2,074 | $2,511 | -$437 | -$437 | |
| 4. ISHARES TR S&P SMLCAP 600 | 2016-10-31 | 2016-11-16 | $523 | $473 | $50 | $50 | |
| 16. ISHARES TR S&P SMLCP VALU | 2014-11-03 | 2016-11-16 | $2,131 | $1,846 | $285 | $285 | |
| 10. ISHARES TR S&P SMLCP GROW | 2014-11-03 | 2016-11-16 | $1,426 | $1,207 | $219 | $219 | |
| 29. ISHARES EDGE MSCI USA QUALITY FACTOR ETF | 2016-10-03 | 2016-11-16 | $1,963 | $1,950 | $13 | $13 | |
| 38. ISHARES EDGE MSCI USA VALUE FACTOR ETF | 2016-10-03 | 2016-11-16 | $2,584 | $2,474 | $110 | $110 | |
| 105.923 MFS VALUE FUND CLASS I FUND 893 | 2014-11-03 | 2016-11-16 | $3,833 | $3,716 | $117 | $117 | |
| 45.53 MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND CLASS I | 2014-11-03 | 2016-11-16 | $777 | $918 | -$141 | -$141 | |
| 33.279 T ROWE PRICE GROWTH STOCK FUND | 2003-06-23 | 2016-11-16 | $1,794 | $710 | $1,084 | $1,084 | |
| 118.388 RIDGEWORTH FDS SEIX FLTG RATE INCOME FD CL I | 2016-08-05 | 2016-11-16 | $1,025 | $1,017 | $8 | $8 | |
| 118.666 ROWE T PRICE VALUE FD INC COM | 2014-11-03 | 2016-11-16 | $4,020 | $4,413 | -$393 | -$393 | |
| 2.539 T ROWE PRICE REAL ESTATE FUND FD 122 | 2014-11-03 | 2016-11-16 | $70 | $67 | $3 | $3 | |
| 2. SECTOR SPDR TR SBI INT-TECH | 2016-08-31 | 2016-11-16 | $94 | $94 | |||
| 87.938 TEMPLETON GLOBAL BOND FUND AD FUND | 2014-11-03 | 2016-11-16 | $999 | $1,163 | -$164 | -$164 | |
| 10.888 TEMPLETON INSTL FDS INC FOREIGN EQUITY SER | 2015-01-27 | 2016-11-16 | $202 | $222 | -$20 | -$20 | |
| 13.766 TOUCHSTONE SANDS CAPITAL SELECT GROWTH FD CLASS Y | 2014-11-03 | 2016-11-16 | $220 | $263 | -$43 | -$43 | |
| 138.455 WASATCH INTL OPPORTUNIT-INST | 2016-05-26 | 2016-11-16 | $408 | $399 | $9 | $9 | |
| 90.079 WELLS FARGO SPECIAL US MID CAP VALUE I | 2016-05-26 | 2016-11-16 | $3,155 | $2,893 | $262 | $262 | |
| 60. WISDOMTREE U.S. QUALITY DIVI ETF | 2016-10-03 | 2016-11-16 | $1,955 | $1,933 | $22 | $22 | |
| 24. ISHARES TR S&P SMLCAP 600 | 2016-10-31 | 2016-11-30 | $3,210 | $2,836 | $374 | $374 | |
| 402.306 AMERICAN BEACON L/C VALU IS | 2014-11-03 | 2016-12-20 | $7,113 | $7,712 | -$599 | -$599 | |
| 22.252 AMERICAN BEACON L/C VALU IS | 2016-01-11 | 2016-12-20 | $393 | $367 | $26 | $26 | |
| CAPITAL GAIN DIVIDENDS | $9,709 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $58 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $33,037 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $788,131 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.041918 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $34,661 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $784,607 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.044176 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $25,805 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $704,160 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.036647 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $28,694 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $635,777 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.045132 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $22,825 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $607,185 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.037592 | DistributionYr5Rt |
| Total Distribution | 0.205465 | TotalDistributionRt |
| Average Distribution | 0.041093 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $747,599 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $30,721 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $34 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $30,755 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $36,872 | 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 | $34 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $34 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $34 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $396 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $0 | AppliedToEsTaxAmt |
| Total Payments And Credits | $396 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $362 | OverpaymentAmt |
| Applied To ES Tax | $18 | AppliedToESTaxAmt |
| Refund | $344 | 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 | SEE FOOTNOTE | 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 | 4127622950 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 620 LIBERTY AVENUE 10TH FLOOR | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| NECT Filing In Lieu OF Form1041 | Yes (X) | NECTFilingInLieuOFForm1041Ind |
| 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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| JOHN A EICHMAN 3RD ESQ | ||||||
| 1680 ONE PENN CENTER | PHILADELPHIA | PA | 19103 | CO-TRUSTEE | 1 | $0 |
| JOHN A EICHMAN IV ESQ | ||||||
| 1680 ONE PENN CENTER | PHILADELPHIA | PA | 19103 | CO-TRUSTEE | 1 | $0 |
| KATE MOORE | ||||||
| 1984 FOSTER ROAD | HATFIELD | PA | 19440 | CO-TRUSTEE | 1 | $0 |
| PNC BANK N A | ||||||
| 620 LIBERTY AVENUE | PITTSBURGH | PA | 15222 | CO-TRUSTEE | 2 | $11,052 |
| TOM KAIDEN | ||||||
| 1616 WALNUT STREET | PHILADELPHIA | PA | 19103 | CO-TRUSTEE | 1 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $758,984 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $758,984 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $758,984 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,385 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $747,599 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $37,380 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $37,380 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $34 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $34 | TotalTaxAmt |
| Distributable Before Adj | $37,346 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $37,346 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $37,346 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $36,872 | 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 | $36,872 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $34 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $36,838 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $37,346 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $35,767 | 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 | $36,872 | QualifyingDistributionsAmt |
| Applied To Year1 | $35,767 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,105 | 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 | $36,241 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PNC CHARITABLE TRUST GRANT REVIEW C | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PNC BANK 249 FIFTH AVENUE 20TH FL | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4127623413 | RecipientPhoneNum |
| Form And Info And Materials | SEE WEBSITE, PNC.COM FOR APPLICATION SUBMISSION GUIDELINES AND DEADLINES. ORGANIZATIONS INTERESTED IN SUBMITTING A GRANT PROPOSAL MUST SUBMIT A PRELIMINARY LETTER OF INQUIRY, OR MAY CALL. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE WEBSITE: WWW.PNC.COM UNDER SPECIAL SEGMENTS "NON-PROFITS & GOVT INST "SELECT"CHAR TR GRANTS" | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE WEBSITE: WWW.PNC.COM UNDER SPECIAL SEGMENTS "NON-PROFITS & GOVERNMENT INSTITUTIONS-SELECT "CHARITABLE TRUST GRANTS" | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| SENIOR ADULT ACTIVITIES | ||||||||
| CENTER | C/O PO BOX 609 | PITTSBURGH | PA | 15230 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $3,000 |
| PHILADELPHIA YOUNG PLAYWRIGHTS | ||||||||
| C/O PO BOX 609 | PITTSBURGH | PA | 15230 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $4,000 | |
| ARDEN THEATER COMPANY | ||||||||
| 40 N 2ND STREET | PHILDELPHIA | PA | 19106 | NONE | PUBLIC CHARITY | ARDEN FOR ALL | $4,000 | |
| IPRAXIS | ||||||||
| 3624 MARKET STREET - 5TH E | PHILADELPHIA | PA | 19104 | NONE | PUBLIC CHARITY | IPRAXIS EDUCATION PROGRAM | $3,767 | |
| SUPPORTIVE OLDER WOMEN'S NETWORK | ||||||||
| 4100 MAIN STREET SUITE 200 | PHILADELPHIA | PA | 191271623 | NONE | PUBLIC CHARITY | GRANDFAMILY RESOURCE CENTER | $4,000 | |
| BROAD STREET MINISTRY | ||||||||
| 315 S BROAD STREET | PHILADELPHIA | PA | 191075213 | NONE | PUBLIC CHARITY | ID PROCUREMENT SERVICES | $3,000 | |
| ASSOCIATED SERVICES FOR BLIND | ||||||||
| 919 WALNUT STREET | PHILADELPHIA | PA | 19107 | NONE | PUBLIC CHARITY | ASB REHABILITATIVE SERVICES | $3,000 | |
| LEGACY YOUTH AND TENNIS | ||||||||
| 4842 RIDGE DRIVE | PHILADELPHIA | PA | 191291737 | NONE | PUBLIC CHARITY | LEGACY NJTL SUMMER | $3,000 | |
| LANTERN THEATER CO | ||||||||
| PO BOX 53428 | PHILADELPHIA | PA | 191053428 | NONE | PUBLIC CHARITY | ILLUMINATION RESIDENCIES | $3,000 | |
| 1812 PRODUCTIONS | ||||||||
| 2329 S 3RD STREET | PHILADELPHIA | PA | 191484019 | NONE | PUBLIC CHARITY | 1812 OUTREACH | $2,000 | |
| LIVECONNECTIONS | ||||||||
| 3025 WALNUT STREET | PHILADELPHIA | PA | 191043402 | NONE | PUBLIC CHARITY | MUSIC EDUCATION FOR URBAN | $3,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $35,767 | 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 | $13,395 | 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 | $58 | 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 | $5,604 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $19,057 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $19,057 | 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 |
|---|
| MUTUAL FUNDS - FIXED |
| MUTUAL FUNDS - EQUITY |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIFF BETWEEN CARRYING VALUE AND TAX COST | Desc |
| Amt | $5,907 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND FROM PRIOR YEAR | Desc |
| Revenue And Expenses Per Books | $5,604 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL ESTIMATES - PRINCIPAL | $198 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $107 | $107 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $34 | $34 | $0 |
Comments