HELEN RUTH GORDON CHARITABLE TR: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- HELEN RUTH GORDON CHARITABLE TR (EIN 20-6669255)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2016-10-24
- IRS object ID
- 201602989349100405
- Schema version
- 2015v2.0
- 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
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-10-24T11:00:15-05:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 206669255 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HELEN RUTH GORDON CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GORD | BusinessNameControlTxt |
| Phone | 4127629161 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 620 LIBERTY AVENUE 10TH FLOOR | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152222705 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PNC BANK N A BY | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 4127629161 | PhoneNum |
| Signature | 2016-10-24 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,570,839 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $37,285 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $37,285 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $50,455 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $438,972 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $50,455 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $30,365 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $118,105 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $87,740 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $13,839 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $11,071 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $2,768 | 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 Rev And Expnss | $3,885 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,885 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,007 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $92 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $850 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $850 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $23,581 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,163 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,503 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $75,094 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $75,094 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $98,675 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,163 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $82,597 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $19,430 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $76,577 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $47,875 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $47,722 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $47,722 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $481,213 | CorporateStockBOYAmt |
| Corporate Stock EOY | $504,368 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $643,963 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $894,278 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $890,094 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $879,154 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,423,366 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,442,184 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,570,839 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,420,167 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,430,050 | CapitalStockEOYAmt |
| Retained Earning BOY | $3,199 | RetainedEarningBOYAmt |
| Retained Earning EOY | $12,134 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,423,366 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,442,184 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,423,366 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,442,184 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,423,366 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $19,430 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,442,796 | SubtotalAmt |
| Other Decreases | $612 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,442,184 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (143 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 40. AETNA INC NEW | 2013-05-30 | 2015-07-10 | $4,532 | $2,498 | $2,034 | $2,034 | |
| 25. CIGNA CORP | 2014-07-14 | 2015-07-10 | $3,912 | $2,398 | $1,514 | $1,514 | |
| 40. SKYWORKS SOLUTIONS INC COM | 2014-03-20 | 2015-07-13 | $4,012 | $1,560 | $2,452 | $2,452 | |
| 30. NXP SEMICONDUCTORS ISIN NL0009538784 SEDOL B505PN7 | 2013-11-26 | 2015-07-13 | $2,748 | $1,278 | $1,470 | $1,470 | |
| 40. 3M COMPANY COM | 2015-03-17 | 2015-07-20 | $6,292 | $6,569 | -$277 | -$277 | |
| 55. POLARIS INDS INC | 2012-05-02 | 2015-07-27 | $7,502 | $4,532 | $2,970 | $2,970 | |
| 130. HANESBRANDS INC - W/I | 2014-03-13 | 2015-08-04 | $3,794 | $2,399 | $1,395 | $1,395 | |
| 60. HANESBRANDS INC - W/I | 2014-03-13 | 2015-08-04 | $1,756 | $1,107 | $649 | $649 | |
| 50. SKYWORKS SOLUTIONS INC COM | 2014-03-21 | 2015-08-04 | $4,397 | $1,923 | $2,474 | $2,474 | |
| 33. HANESBRANDS INC - W/I | 2014-03-13 | 2015-08-05 | $957 | $609 | $348 | $348 | |
| 38. HANESBRANDS INC - W/I | 2014-03-12 | 2015-08-05 | $1,105 | $701 | $404 | $404 | |
| 79. HANESBRANDS INC - W/I | 2014-03-12 | 2015-08-05 | $2,287 | $1,454 | $833 | $833 | |
| 5. CONOCOPHILLIPS | 2014-08-12 | 2015-08-12 | $257 | $402 | -$145 | -$145 | |
| 34. CONOCOPHILLIPS | 2013-08-27 | 2015-08-12 | $1,745 | $2,562 | -$817 | -$817 | |
| 101. CONOCOPHILLIPS | 2013-08-27 | 2015-08-12 | $5,211 | $6,695 | -$1,484 | -$1,484 | |
| 6. ALLSTATE CORP | 2014-10-14 | 2015-08-13 | $382 | $371 | $11 | $11 | |
| 86. ALLSTATE CORP | 2014-10-13 | 2015-08-13 | $5,471 | $5,308 | $163 | $163 | |
| 40. ALLSTATE CORP | 2014-10-13 | 2015-08-14 | $2,543 | $2,465 | $78 | $78 | |
| 5. AETNA INC NEW | 2013-05-31 | 2015-08-17 | $616 | $309 | $307 | $307 | |
| 5. ALTRIA GROUP INC | 2013-05-13 | 2015-08-17 | $279 | $185 | $94 | $94 | |
| 10. APPLE INC | 2013-10-09 | 2015-08-17 | $1,175 | $693 | $482 | $482 | |
| 5. CVS CAREMARK CORP | 2013-02-21 | 2015-08-17 | $542 | $259 | $283 | $283 | |
| 15. CISCO SYS INC COM | 2015-03-26 | 2015-08-17 | $433 | $408 | $25 | $25 | |
| 5. CINTAS CORP | 2015-05-26 | 2015-08-17 | $444 | $429 | $15 | $15 | |
| 5. COMCAST CORPORATION CL A | 2014-07-22 | 2015-08-17 | $300 | $274 | $26 | $26 | |
| 5. CONSTELLATION BRANDS INC CL A | 2014-07-22 | 2015-08-17 | $641 | $438 | $203 | $203 | |
| 5. DISNEY WALT CO | 2014-02-20 | 2015-08-17 | $545 | $396 | $149 | $149 | |
| 5. DOW CHEMICAL CO | 2015-04-29 | 2015-08-17 | $226 | $259 | -$33 | -$33 | |
| 5. DR PEPPER SNAPPLE GROUP INC | 2015-05-04 | 2015-08-17 | $414 | $381 | $33 | $33 | |
| 5. EXXON MOBIL CORP | 2014-11-17 | 2015-08-17 | $394 | $475 | -$81 | -$81 | |
| 5. FOOT LOCKER INC | 2014-04-02 | 2015-08-17 | $369 | $240 | $129 | $129 | |
| 5. GENERAL ELEC CO COM | 2010-01-26 | 2015-08-17 | $131 | $83 | $48 | $48 | |
| 5. HCA HOLDINGS INC | 2014-08-07 | 2015-08-17 | $456 | $338 | $118 | $118 | |
| 5. HONEYWELL INTL INC | 2015-07-20 | 2015-08-17 | $530 | $531 | -$1 | -$1 | |
| 10. J P MORGAN CHASE & CO COM | 2015-08-13 | 2015-08-17 | $682 | $677 | $5 | $5 | |
| 5. JOHNSON & JOHNSON COM | 2011-08-19 | 2015-08-17 | $497 | $317 | $180 | $180 | |
| 10. KROGER CO | 2014-05-06 | 2015-08-17 | $385 | $232 | $153 | $153 | |
| 5. L BRANDS INC | 2014-09-25 | 2015-08-17 | $406 | $339 | $67 | $67 | |
| 5. LINCOLN NATIONAL CORP | 2014-09-12 | 2015-08-17 | $281 | $274 | $7 | $7 | |
| 5. MAGNA INTERNATIONAL ISIN CA5592224011 | 2014-01-03 | 2015-08-17 | $263 | $202 | $61 | $61 | |
| 5. MICROSOFT CORP | 2006-03-13 | 2015-08-17 | $237 | $135 | $102 | $102 | |
| 5. PRINCIPAL FINANCIAL GROUP COM | 2015-08-13 | 2015-08-17 | $289 | $285 | $4 | $4 | |
| 5. ST JUDE MEDICAL INC | 2014-02-20 | 2015-08-17 | $361 | $339 | $22 | $22 | |
| 5. SCHLUMBERGER LTD COM | 2014-03-31 | 2015-08-17 | $418 | $488 | -$70 | -$70 | |
| 5. TOTAL FINA S A | 2015-08-12 | 2015-08-17 | $245 | $254 | -$9 | -$9 | |
| 5. THE TRAVELERS COS INC | 2015-08-13 | 2015-08-17 | $539 | $536 | $3 | $3 | |
| 5. VERIZON COMMUNICATIONS COM | 2013-05-15 | 2015-08-17 | $238 | $267 | -$29 | -$29 | |
| 5. VISA INC CLASS A SHARES | 2013-02-08 | 2015-08-17 | $372 | $212 | $160 | $160 | |
| 5. VOYA FINL INC COM | 2015-02-18 | 2015-08-17 | $224 | $218 | $6 | $6 | |
| 5. WEC ENERGY GROUP INC | 2009-02-26 | 2015-08-17 | $257 | $103 | $154 | $154 | |
| 10. WELLS FARGO & CO NEW COM | 2009-08-13 | 2015-08-17 | $574 | $277 | $297 | $297 | |
| 5. WYNDHAM WORLDWIDE CORP | 2013-03-19 | 2015-08-17 | $401 | $313 | $88 | $88 | |
| 5. INVESCO LTD ISIN BMG491BT1088 SEDOL B28XP76 | 2014-09-12 | 2015-08-17 | $187 | $204 | -$17 | -$17 | |
| 5. TE CONNECTIVITY LTD SEDOL B62B7C3 ISIN CH0102993182 | 2014-06-25 | 2015-08-17 | $313 | $305 | $8 | $8 | |
| 55. BECTON DICKINSON & CO | 2013-03-13 | 2015-08-20 | $7,944 | $4,989 | $2,955 | $2,955 | |
| 25. CIGNA CORP | 2014-07-14 | 2015-08-21 | $3,589 | $2,370 | $1,219 | $1,219 | |
| 20. MCKESSON HBOC INC COMMN | 2013-10-29 | 2015-08-21 | $4,098 | $3,103 | $995 | $995 | |
| 30. BERKSHIRE HATHAWAY INC CLASS B | 2015-01-23 | 2015-09-03 | $3,968 | $4,495 | -$527 | -$527 | |
| 25. BERKSHIRE HATHAWAY INC CLASS B | 2015-01-23 | 2015-09-04 | $3,234 | $3,736 | -$502 | -$502 | |
| 35. MCKESSON HBOC INC COMMN | 2013-10-28 | 2015-09-14 | $6,869 | $5,365 | $1,504 | $1,504 | |
| 30. CONSTELLATION BRANDS INC CL A | 2014-05-16 | 2015-09-15 | $3,858 | $2,493 | $1,365 | $1,365 | |
| 90. KROGER CO | 2014-05-06 | 2015-09-15 | $3,341 | $2,089 | $1,252 | $1,252 | |
| 35. VOYA FINL INC COM | 2015-02-18 | 2015-10-14 | $1,361 | $1,527 | -$166 | -$166 | |
| 30. DISNEY WALT CO | 2014-02-07 | 2015-10-15 | $3,205 | $2,285 | $920 | $920 | |
| 93. VOYA FINL INC COM | 2015-02-17 | 2015-10-15 | $3,618 | $4,022 | -$404 | -$404 | |
| 22. VOYA FINL INC COM | 2015-02-17 | 2015-10-15 | $853 | $946 | -$93 | -$93 | |
| 40. WYNDHAM WORLDWIDE CORP | 2013-03-18 | 2015-10-15 | $2,934 | $2,501 | $433 | $433 | |
| 45. HCA HOLDINGS INC | 2014-07-18 | 2015-10-26 | $3,127 | $2,934 | $193 | $193 | |
| 51. HCA HOLDINGS INC | 2014-07-18 | 2015-10-27 | $3,531 | $3,173 | $358 | $358 | |
| 44. HCA HOLDINGS INC | 2014-07-18 | 2015-10-28 | $3,013 | $2,706 | $307 | $307 | |
| 68. NXP SEMICONDUCTORS ISIN NL0009538784 SEDOL B505PN7 | 2013-11-26 | 2015-11-02 | $5,218 | $2,871 | $2,347 | $2,347 | |
| 2. NXP SEMICONDUCTORS ISIN NL0009538784 SEDOL B505PN7 | 2013-11-27 | 2015-11-02 | $157 | $84 | $73 | $73 | |
| 48. MAGNA INTERNATIONAL ISIN CA5592224011 | 2014-01-03 | 2015-11-09 | $2,281 | $1,943 | $338 | $338 | |
| 63. MAGNA INTERNATIONAL ISIN CA5592224011 | 2014-01-02 | 2015-11-10 | $2,935 | $2,546 | $389 | $389 | |
| 40. AETNA INC NEW | 2013-05-31 | 2015-11-11 | $4,224 | $2,468 | $1,756 | $1,756 | |
| 15. CIGNA CORP | 2014-07-11 | 2015-11-11 | $1,987 | $1,414 | $573 | $573 | |
| 1. MAGNA INTERNATIONAL ISIN CA5592224011 | 2014-01-02 | 2015-11-11 | $47 | $40 | $7 | $7 | |
| 63. MAGNA INTERNATIONAL ISIN CA5592224011 | 2014-01-02 | 2015-11-11 | $2,888 | $2,542 | $346 | $346 | |
| 20. SNAP-ON INC COM | 2014-12-12 | 2015-11-16 | $3,320 | $2,663 | $657 | $657 | |
| 10. SNAP-ON INC COM | 2015-05-26 | 2015-11-16 | $1,660 | $1,559 | $101 | $101 | |
| 6. SNAP-ON INC COM | 2014-09-12 | 2015-11-16 | $996 | $753 | $243 | $243 | |
| 4. SNAP-ON INC COM | 2014-09-12 | 2015-11-17 | $660 | $502 | $158 | $158 | |
| 89. ST JUDE MEDICAL INC | 2014-02-20 | 2015-11-20 | $5,510 | $6,028 | -$518 | -$518 | |
| 11. ST JUDE MEDICAL INC | 2014-02-21 | 2015-11-20 | $689 | $744 | -$55 | -$55 | |
| 5. SIGNET JEWELERS LTD ISIN BMG812761002 SEDOL B3CTNK6 | 2015-11-10 | 2015-12-16 | $592 | $744 | -$152 | -$152 | |
| 24. SIGNET JEWELERS LTD ISIN BMG812761002 SEDOL B3CTNK6 | 2015-11-10 | 2015-12-16 | $2,810 | $3,573 | -$763 | -$763 | |
| 4. SIGNET JEWELERS LTD ISIN BMG812761002 SEDOL B3CTNK6 | 2015-11-09 | 2015-12-16 | $473 | $585 | -$112 | -$112 | |
| 1. SIGNET JEWELERS LTD ISIN BMG812761002 SEDOL B3CTNK6 | 2015-11-09 | 2015-12-17 | $117 | $146 | -$29 | -$29 | |
| 11. SIGNET JEWELERS LTD ISIN BMG812761002 SEDOL B3CTNK6 | 2015-11-09 | 2015-12-17 | $1,289 | $1,608 | -$319 | -$319 | |
| 45. GOLDMAN SACHS GROUP INC COM | 2015-05-13 | 2015-12-18 | $7,927 | $9,056 | -$1,129 | -$1,129 | |
| 45. BOEING CO | 2012-09-21 | 2016-01-29 | $5,380 | $3,144 | $2,236 | $2,236 | |
| 113. MONDELEZ INTERNATIONAL | 2015-09-15 | 2016-02-05 | $4,292 | $4,851 | -$559 | -$559 | |
| 185. INVESCO LTD ISIN BMG491BT1088 SEDOL B28XP76 | 2013-05-08 | 2016-02-05 | $5,009 | $6,413 | -$1,404 | -$1,404 | |
| 5. MONDELEZ INTERNATIONAL | 2015-09-15 | 2016-02-08 | $185 | $215 | -$30 | -$30 | |
| 27. MONDELEZ INTERNATIONAL | 2015-09-15 | 2016-02-08 | $982 | $1,159 | -$177 | -$177 | |
| 60. INVESCO LTD ISIN BMG491BT1088 SEDOL B28XP76 | 2013-05-08 | 2016-02-08 | $1,546 | $1,975 | -$429 | -$429 | |
| 51. STANLEY BLACK & DECKER INC | 2015-06-10 | 2016-02-16 | $4,743 | $5,474 | -$731 | -$731 | |
| 3. STANLEY BLACK & DECKER INC | 2015-06-10 | 2016-02-16 | $279 | $318 | -$39 | -$39 | |
| 26. STANLEY BLACK & DECKER INC | 2015-06-10 | 2016-02-17 | $2,417 | $2,760 | -$343 | -$343 | |
| 40. APPLE INC | 2013-10-09 | 2016-03-02 | $4,010 | $2,773 | $1,237 | $1,237 | |
| 70. SKYWORKS SOLUTIONS INC COM | 2014-03-21 | 2016-03-02 | $4,815 | $2,690 | $2,125 | $2,125 | |
| 145. KROGER CO | 2014-05-06 | 2016-03-11 | $5,574 | $3,362 | $2,212 | $2,212 | |
| 1857.01 BAIRD AGGREGATE BOND FUND FD 72 | 2014-12-05 | 2016-03-16 | $20,000 | $20,000 | |||
| 1488.095 DODGE & COX INCOME FUND | 2013-01-10 | 2016-03-16 | $20,000 | $20,640 | -$640 | -$640 | |
| 36. SNAP-ON INC COM | 2014-09-11 | 2016-03-17 | $5,616 | $4,506 | $1,110 | $1,110 | |
| 4. SNAP-ON INC COM | 2014-09-11 | 2016-03-17 | $624 | $500 | $124 | $124 | |
| 1579.116 VOYA MIDCAP OPPORTUNITIES FUND CLASS I | 2012-08-06 | 2016-03-31 | $36,778 | $33,859 | $2,919 | $2,919 | |
| 41. AMERIPRISE FINANCIAL INC | 2015-01-23 | 2016-04-29 | $3,934 | $5,316 | -$1,382 | -$1,382 | |
| 4. AMERIPRISE FINANCIAL INC | 2015-01-23 | 2016-05-02 | $389 | $519 | -$130 | -$130 | |
| 190. CISCO SYS INC COM | 2014-06-05 | 2016-05-05 | $4,986 | $4,929 | $57 | $57 | |
| 32. MICROSOFT CORP | 2015-12-18 | 2016-05-05 | $1,598 | $1,755 | -$157 | -$157 | |
| 70. APPLE INC | 2006-08-07 | 2016-05-06 | $6,474 | $2,404 | $4,070 | $4,070 | |
| 185. CISCO SYS INC COM | 2011-11-11 | 2016-05-06 | $4,866 | $3,916 | $950 | $950 | |
| 86. L BRANDS INC | 2014-09-25 | 2016-05-06 | $5,978 | $5,838 | $140 | $140 | |
| 4. L BRANDS INC | 2014-09-25 | 2016-05-06 | $277 | $272 | $5 | $5 | |
| 4. MICROSOFT CORP | 2015-12-18 | 2016-05-06 | $200 | $219 | -$19 | -$19 | |
| 29. MICROSOFT CORP | 2015-12-18 | 2016-05-06 | $1,452 | $1,591 | -$139 | -$139 | |
| 1121.012 ARTISAN SMALL CAP VALUE FUND MERGED 05/20/16 | 2009-04-13 | 2016-05-17 | $11,916 | $12,892 | -$976 | -$976 | |
| 641. ISHARES MSCI EMERGING MKTS INDEX FUND | 2013-01-10 | 2016-05-17 | $20,903 | $28,685 | -$7,782 | -$7,782 | |
| 20. THE TRAVELERS COS INC | 2015-08-13 | 2016-05-19 | $2,201 | $2,144 | $57 | $57 | |
| 85. THE TRAVELERS COS INC | 2014-05-01 | 2016-05-19 | $9,356 | $7,714 | $1,642 | $1,642 | |
| 33. LINCOLN NATIONAL CORP | 2014-09-12 | 2016-05-20 | $1,478 | $1,808 | -$330 | -$330 | |
| 55. LINCOLN NATIONAL CORP | 2013-11-12 | 2016-05-23 | $2,441 | $2,689 | -$248 | -$248 | |
| 97. LINCOLN NATIONAL CORP | 2013-11-12 | 2016-05-24 | $4,375 | $4,718 | -$343 | -$343 | |
| 65. GENERAL ELEC CO COM | 2010-01-26 | 2016-05-26 | $1,953 | $1,079 | $874 | $874 | |
| 10. NORTHROP GRUMMAN CORPORATION | 2015-02-20 | 2016-05-26 | $2,140 | $1,714 | $426 | $426 | |
| 5. NORTHROP GRUMMAN CORPORATION | 2015-07-20 | 2016-05-27 | $1,070 | $850 | $220 | $220 | |
| 10. NORTHROP GRUMMAN CORPORATION | 2015-02-20 | 2016-05-27 | $2,140 | $1,714 | $426 | $426 | |
| 64. HORMEL FOODS CORP | 2016-02-08 | 2016-06-02 | $2,191 | $2,570 | -$379 | -$379 | |
| 14. HORMEL FOODS CORP | 2016-02-08 | 2016-06-02 | $481 | $562 | -$81 | -$81 | |
| 72. HORMEL FOODS CORP | 2016-02-05 | 2016-06-03 | $2,494 | $2,857 | -$363 | -$363 | |
| 21. ALASKA AIR GROUP INC | 2015-11-17 | 2016-06-16 | $1,268 | $1,648 | -$380 | -$380 | |
| 15. CVS CAREMARK CORP | 2013-02-21 | 2016-06-16 | $1,431 | $778 | $653 | $653 | |
| 50. ALASKA AIR GROUP INC | 2015-11-16 | 2016-06-17 | $2,994 | $3,897 | -$903 | -$903 | |
| 14. ALASKA AIR GROUP INC | 2015-11-16 | 2016-06-20 | $838 | $1,068 | -$230 | -$230 | |
| 30. EDWARDS LIFESCIENCES CORP | 2015-02-06 | 2016-06-23 | $2,971 | $2,013 | $958 | $958 | |
| 40. PRINCIPAL FINANCIAL GROUP COM | 2015-08-13 | 2016-06-23 | $1,781 | $2,278 | -$497 | -$497 | |
| 154. PRINCIPAL FINANCIAL GROUP COM | 2014-08-05 | 2016-06-23 | $6,857 | $7,698 | -$841 | -$841 | |
| 35. EDWARDS LIFESCIENCES CORP | 2015-02-06 | 2016-06-24 | $3,376 | $2,349 | $1,027 | $1,027 | |
| 31. PRINCIPAL FINANCIAL GROUP COM | 2014-08-05 | 2016-06-24 | $1,259 | $1,529 | -$270 | -$270 | |
| 91. FOOT LOCKER INC | 2014-04-02 | 2016-06-30 | $4,999 | $4,372 | $627 | $627 | |
| 8. FOOT LOCKER INC | 2014-04-02 | 2016-06-30 | $440 | $384 | $56 | $56 | |
| CAPITAL GAIN DIVIDENDS | $15,325 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $50,455 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $67,331 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,632,592 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.041242 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $70,144 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,543,338 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04545 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $72,845 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,439,405 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050608 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $68,098 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,403,230 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048529 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $64,869 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,374,907 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047181 | DistributionYr5Rt |
| Total Distribution | 0.23301 | TotalDistributionRt |
| Average Distribution | 0.046602 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,548,416 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $72,159 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $766 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $72,925 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $82,597 | 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 | $766 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $766 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $766 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,604 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $0 | AppliedToEsTaxAmt |
| Total Payments And Credits | $2,604 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,838 | OverpaymentAmt |
| Applied To ES Tax | $384 | AppliedToESTaxAmt |
| Refund | $1,454 | 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 |
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 10TH FLOOR | 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 | 3 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $13,839 | 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 | $1,571,996 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,571,996 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,571,996 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,580 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,548,416 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $77,421 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $77,421 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $766 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $766 | TotalTaxAmt |
| Distributable Before Adj | $76,655 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $76,655 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $76,655 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $82,597 | 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 | $82,597 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $766 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $81,831 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $76,655 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $75,094 | 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 | $82,597 | QualifyingDistributionsAmt |
| Applied To Year1 | $75,094 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,503 | 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 | $69,152 | 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 | SEE WEBSITE: WWW.PNCSITES.COM/PNCFOUNDATION/CHARITABLE_TRUST | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE WEBSITE: WWW.PNCSITES.COM/PNCFOUNDATION/CHARITABLE_TRUSTS.HTML | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE WEBSITE: WWW.PNCSITES.COM/PNCFOUNDATION/CHARITABLE_TRUSTS.HTML | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 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 |
|---|---|---|---|---|---|---|---|---|
| FIRST PRESBYTERIAN CHURCH OF | ||||||||
| PITTSBURGH | 320 SIXTH AVENUE | PITTSBURGH | PA | 15222 | NONE | PC | SURVEILLANCE SYSTEM | $12,500 |
| WOMEN'S CENTER & SHELTER OF | ||||||||
| GREATER PITTSBURGH | 4760 CENTRE AVENUE | PITTSBURGH | PA | 15222 | NONE | PC | EMERGENCY SHELTER | $20,000 |
| CENTER FOR VICTIMS PITTSBURGH | ||||||||
| 5916 PENN AVENUE | PITTSBURGH | PA | 15222 | NONE | PC | VIOLENCE PREV-SCHOOL | $12,500 | |
| PITTSBURGH LEADERSHIP FOUNDATION | ||||||||
| 100 W STATION SQUARE DRIVE | PITTSBURGH | PA | 152191139 | NONE | PC | LEADERSHIP COLLABORATIVE | $2,594 | |
| INNOVATION WORKS INC | ||||||||
| NOVA TOWER 2 | PITTSBURGH | PA | 15212 | NONE | PC | GENERAL SUPPORT | $17,500 | |
| BIKE PITTSBURGH INC | ||||||||
| 188 43RD STREET | PITTSBURGH | PA | 15201 | NONE | PC | CITY CYCLING EDUCATION | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $75,094 | 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 | $37,285 | 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 | $50,455 | 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 | $118,105 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $118,105 | 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 | AT COST | $523,767 | $512,717 |
| MUTUAL FUNDS - EQUITY | AT COST | $366,327 | $366,437 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES - PRINCIPAL (ALLOCA | CategoryTxt |
| Legal Fees | $3,885 | LegalFeesAmt |
| Disbursements Charitable Prps | $3,885 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CARRYING VALUE ADJUSTMENT | Desc |
| Amt | $612 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER NON-ALLOCABLE EXPENSE - | Desc |
| Revenue And Expenses Per Books | $850 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $850 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $92 | $92 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $2,914 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $2,001 | $0 | $0 |
Comments