MAPLEWOOD FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- MAPLEWOOD FOUNDATION (EIN 25-6502637)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2016-10-24
- IRS object ID
- 201622989349100002
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-10-24T11:00:16-05:00 | 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 | 256502637 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAPLEWOOD FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MAPL | 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 | 2016-10-21 | 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 | $8,556,375 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $137,395 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $137,395 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $588,339 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,294,817 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $588,339 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $725,734 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $725,734 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $53,081 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $42,464 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $10,616 | 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 | $8,347 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $772 | 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 | $61,428 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $43,236 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,616 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,750,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,750,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,811,428 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $43,236 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,760,616 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,085,694 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $682,498 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,592,445 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $721,232 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $721,232 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $4,268,649 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,100,276 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,241,633 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $2,211,872 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,159,919 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,593,510 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $8,072,966 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,981,427 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,556,375 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $7,788,890 | CapitalStockBOYAmt |
| Capital Stock EOY | $6,612,822 | CapitalStockEOYAmt |
| Retained Earning BOY | $284,076 | RetainedEarningBOYAmt |
| Retained Earning EOY | $368,605 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,072,966 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,981,427 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,072,966 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,981,427 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,072,966 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,085,694 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,987,272 | SubtotalAmt |
| Other Decreases | $5,845 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,981,427 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (174 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 320. AETNA INC NEW | 2013-05-30 | 2015-07-10 | $36,259 | $19,918 | $16,341 | $16,341 | |
| 220. CIGNA CORP | 2014-07-14 | 2015-07-10 | $34,424 | $20,867 | $13,557 | $13,557 | |
| 100. AETNA INC NEW | 2013-05-31 | 2015-07-13 | $11,344 | $6,171 | $5,173 | $5,173 | |
| 130. ALLSTATE CORP | 2014-10-14 | 2015-07-13 | $8,724 | $8,029 | $695 | $695 | |
| 50. AMERIPRISE FINANCIAL INC | 2015-01-23 | 2015-07-13 | $6,262 | $6,483 | -$221 | -$221 | |
| 90. AMGEN INC | 2014-01-17 | 2015-07-13 | $13,992 | $10,718 | $3,274 | $3,274 | |
| 280. APPLE INC | 2013-10-09 | 2015-07-13 | $35,166 | $19,411 | $15,755 | $15,755 | |
| 87.277 ARTISAN FDS INC INTERNATIONAL | 2008-12-17 | 2015-07-13 | $2,734 | $1,311 | $1,423 | $1,423 | |
| 935.217 ARTISAN FDS INC INTERNATIONAL | 2009-10-16 | 2015-07-13 | $29,291 | $19,284 | $10,007 | $10,007 | |
| 50. BECTON DICKINSON & CO | 2013-03-13 | 2015-07-13 | $7,283 | $4,536 | $2,747 | $2,747 | |
| 60. BERKSHIRE HATHAWAY INC CLASS B | 2015-01-23 | 2015-07-13 | $8,472 | $9,014 | -$542 | -$542 | |
| 50. BOEING CO | 2012-09-21 | 2015-07-13 | $7,332 | $3,493 | $3,839 | $3,839 | |
| 90. CIGNA CORP | 2014-07-14 | 2015-07-13 | $13,880 | $8,531 | $5,349 | $5,349 | |
| 130. CVS CAREMARK CORP | 2013-02-21 | 2015-07-13 | $14,152 | $6,743 | $7,409 | $7,409 | |
| 90. CELANESE CORP-SERIES A | 2015-07-10 | 2015-07-13 | $6,224 | $6,124 | $100 | $100 | |
| 560. CISCO SYS INC COM | 2014-06-05 | 2015-07-13 | $15,531 | $13,832 | $1,699 | $1,699 | |
| 120. CINTAS CORP | 2015-03-27 | 2015-07-13 | $10,304 | $10,081 | $223 | $223 | |
| 220. COMCAST CORPORATION CL A | 2011-10-12 | 2015-07-13 | $14,025 | $5,211 | $8,814 | $8,814 | |
| 150. CONOCOPHILLIPS | 2013-08-27 | 2015-07-13 | $8,832 | $11,299 | -$2,467 | -$2,467 | |
| 120. CONSTELLATION BRANDS INC CL A | 2014-05-16 | 2015-07-13 | $14,039 | $9,863 | $4,176 | $4,176 | |
| 170. DISNEY WALT CO | 2014-02-20 | 2015-07-13 | $20,066 | $13,463 | $6,603 | $6,603 | |
| 170. DOW CHEMICAL CO | 2015-04-29 | 2015-07-13 | $8,840 | $8,800 | $40 | $40 | |
| 30. DR PEPPER SNAPPLE GROUP INC | 2014-10-14 | 2015-07-13 | $2,343 | $1,931 | $412 | $412 | |
| 110. DR PEPPER SNAPPLE GROUP INC | 2015-05-04 | 2015-07-13 | $8,591 | $8,381 | $210 | $210 | |
| 80. EDWARDS LIFESCIENCES CORP | 2015-02-06 | 2015-07-13 | $12,154 | $10,736 | $1,418 | $1,418 | |
| 130. EXXON MOBIL CORP | 2014-11-17 | 2015-07-13 | $10,711 | $12,353 | -$1,642 | -$1,642 | |
| 130. FOOT LOCKER INC | 2014-04-02 | 2015-07-13 | $9,140 | $6,245 | $2,895 | $2,895 | |
| 60. GENERAL DYNAMICS CORP | 2015-05-27 | 2015-07-13 | $8,775 | $8,434 | $341 | $341 | |
| 260. GENERAL ELEC CO COM | 2010-01-26 | 2015-07-13 | $6,873 | $4,315 | $2,558 | $2,558 | |
| 40. GOLDMAN SACHS GROUP INC COM | 2015-05-13 | 2015-07-13 | $8,388 | $8,050 | $338 | $338 | |
| 20. GOOGLE INC CL A | 2013-07-01 | 2015-07-13 | $11,415 | $8,872 | $2,543 | $2,543 | |
| 150. HCA HOLDINGS INC | 2014-08-07 | 2015-07-13 | $14,189 | $10,141 | $4,048 | $4,048 | |
| 340. HANESBRANDS INC - W/I | 2014-03-13 | 2015-07-13 | $11,546 | $6,293 | $5,253 | $5,253 | |
| 451.722 HARBOR FD INTL FD | 2015-03-25 | 2015-07-13 | $32,000 | $31,359 | $641 | $641 | |
| 90. HOME DEPOT INC COM | 2012-01-09 | 2015-07-13 | $10,330 | $3,888 | $6,442 | $6,442 | |
| 90. HONEYWELL INTL INC | 2015-05-26 | 2015-07-13 | $9,338 | $9,429 | -$91 | -$91 | |
| 260. J P MORGAN CHASE & CO COM | 2005-11-08 | 2015-07-13 | $17,670 | $9,729 | $7,941 | $7,941 | |
| 130. JOHNSON & JOHNSON COM | 2002-03-26 | 2015-07-13 | $13,023 | $8,438 | $4,585 | $4,585 | |
| 200. KROGER CO | 2014-05-07 | 2015-07-13 | $15,374 | $5,124 | $10,250 | $10,250 | |
| 90. L BRANDS INC | 2014-09-25 | 2015-07-13 | $7,651 | $6,110 | $1,541 | $1,541 | |
| 80. LAM RESEARCH CORP | 2015-06-01 | 2015-07-13 | $6,371 | $6,674 | -$303 | -$303 | |
| 170. LINCOLN NATIONAL CORP | 2014-09-12 | 2015-07-13 | $10,023 | $9,315 | $708 | $708 | |
| 10. LINCOLN NATIONAL CORP | 2013-12-18 | 2015-07-13 | $590 | $506 | $84 | $84 | |
| 30. LOCKHEED MARTIN CORP | 2013-11-25 | 2015-07-13 | $5,942 | $4,252 | $1,690 | $1,690 | |
| 190. MAGNA INTERNATIONAL ISIN CA5592224011 | 2014-01-02 | 2015-07-13 | $10,657 | $9,064 | $1,593 | $1,593 | |
| 50. MCKESSON HBOC INC COMMN | 2013-10-29 | 2015-07-13 | $11,526 | $7,756 | $3,770 | $3,770 | |
| 130. MICROSOFT CORP | 2009-11-02 | 2015-07-13 | $5,919 | $3,625 | $2,294 | $2,294 | |
| 60. NORTHROP GRUMMAN CORPORATION | 2015-02-20 | 2015-07-13 | $10,049 | $10,285 | -$236 | -$236 | |
| 80. PPG INDS INC COM | 2015-02-27 | 2015-07-13 | $9,306 | $9,475 | -$169 | -$169 | |
| 60. POLARIS INDS INC | 2012-05-02 | 2015-07-13 | $9,141 | $4,959 | $4,182 | $4,182 | |
| 180. PRINCIPAL FINANCIAL GROUP COM | 2014-08-06 | 2015-07-13 | $9,376 | $9,082 | $294 | $294 | |
| 90. ST JUDE MEDICAL INC | 2014-02-20 | 2015-07-13 | $6,874 | $6,105 | $769 | $769 | |
| 160. SCHLUMBERGER LTD COM | 2015-05-04 | 2015-07-13 | $13,478 | $14,879 | -$1,401 | -$1,401 | |
| 120. SKYWORKS SOLUTIONS INC COM | 2014-03-20 | 2015-07-13 | $12,084 | $4,665 | $7,419 | $7,419 | |
| 370. SKYWORKS SOLUTIONS INC COM | 2014-03-21 | 2015-07-13 | $37,109 | $14,245 | $22,864 | $22,864 | |
| 80. SNAP-ON INC COM | 2014-12-12 | 2015-07-13 | $13,017 | $10,653 | $2,364 | $2,364 | |
| 60. STANLEY BLACK & DECKER INC | 2015-06-11 | 2015-07-13 | $6,456 | $6,423 | $33 | $33 | |
| 40. 3M COMPANY COM | 2015-03-17 | 2015-07-13 | $6,266 | $6,569 | -$303 | -$303 | |
| 90. TRACTOR SUPPLY CO COM | 2015-04-21 | 2015-07-13 | $8,319 | $8,143 | $176 | $176 | |
| 80. THE TRAVELERS COS INC | 2014-05-01 | 2015-07-13 | $8,171 | $7,260 | $911 | $911 | |
| 240. VERIZON COMMUNICATIONS COM | 2013-05-15 | 2015-07-13 | $11,309 | $12,834 | -$1,525 | -$1,525 | |
| 110. VISA INC CLASS A SHARES | 2013-02-08 | 2015-07-13 | $7,634 | $4,333 | $3,301 | $3,301 | |
| 150. VOYA FINL INC COM | 2015-02-18 | 2015-07-13 | $6,976 | $6,543 | $433 | $433 | |
| 220. WEC ENERGY GROUP INC | 2009-02-26 | 2015-07-13 | $10,385 | $4,522 | $5,863 | $5,863 | |
| 290. WELLS FARGO & CO NEW COM | 2009-08-13 | 2015-07-13 | $16,421 | $8,034 | $8,387 | $8,387 | |
| 120. WYNDHAM WORLDWIDE CORP | 2013-03-19 | 2015-07-13 | $10,255 | $7,505 | $2,750 | $2,750 | |
| 210. INVESCO LTD ISIN BMG491BT1088 SEDOL B28XP76 | 2014-09-12 | 2015-07-13 | $7,864 | $8,562 | -$698 | -$698 | |
| 40. INVESCO LTD ISIN BMG491BT1088 SEDOL B28XP76 | 2013-05-09 | 2015-07-13 | $1,498 | $1,320 | $178 | $178 | |
| 150. TE CONNECTIVITY LTD SEDOL B62B7C3 ISIN CH0102993182 | 2014-01-29 | 2015-07-13 | $9,394 | $8,981 | $413 | $413 | |
| 90. CHECK POINT SOFTWARE COM | 2014-08-29 | 2015-07-13 | $7,206 | $6,364 | $842 | $842 | |
| 70. NXP SEMICONDUCTORS ISIN NL0009538784 SEDOL B505PN7 | 2013-11-26 | 2015-07-13 | $6,414 | $2,982 | $3,432 | $3,432 | |
| 250. NXP SEMICONDUCTORS ISIN NL0009538784 SEDOL B505PN7 | 2013-11-26 | 2015-07-13 | $22,899 | $10,651 | $12,248 | $12,248 | |
| 300. 3M COMPANY COM | 2015-03-17 | 2015-07-20 | $47,192 | $49,265 | -$2,073 | -$2,073 | |
| 450. POLARIS INDS INC | 2012-05-02 | 2015-07-27 | $61,376 | $37,068 | $24,308 | $24,308 | |
| 1050. HANESBRANDS INC - W/I | 2014-03-13 | 2015-08-04 | $30,642 | $19,373 | $11,269 | $11,269 | |
| 490. HANESBRANDS INC - W/I | 2014-03-13 | 2015-08-04 | $14,344 | $9,041 | $5,303 | $5,303 | |
| 410. SKYWORKS SOLUTIONS INC COM | 2014-03-21 | 2015-08-04 | $36,057 | $15,753 | $20,304 | $20,304 | |
| 266. HANESBRANDS INC - W/I | 2014-03-13 | 2015-08-05 | $7,717 | $4,908 | $2,809 | $2,809 | |
| 304. HANESBRANDS INC - W/I | 2014-03-12 | 2015-08-05 | $8,837 | $5,604 | $3,233 | $3,233 | |
| 640. HANESBRANDS INC - W/I | 2014-03-12 | 2015-08-05 | $18,524 | $11,782 | $6,742 | $6,742 | |
| 315. CONOCOPHILLIPS | 2013-08-27 | 2015-08-12 | $16,169 | $20,879 | -$4,710 | -$4,710 | |
| 815. CONOCOPHILLIPS | 2013-08-27 | 2015-08-12 | $42,049 | $54,021 | -$11,972 | -$11,972 | |
| 53. ALLSTATE CORP | 2014-10-14 | 2015-08-13 | $3,377 | $3,273 | $104 | $104 | |
| 694. ALLSTATE CORP | 2014-10-13 | 2015-08-13 | $44,148 | $42,815 | $1,333 | $1,333 | |
| 323. ALLSTATE CORP | 2014-10-13 | 2015-08-14 | $20,535 | $19,901 | $634 | $634 | |
| 440. BECTON DICKINSON & CO | 2013-03-13 | 2015-08-20 | $63,556 | $39,916 | $23,640 | $23,640 | |
| 190. CIGNA CORP | 2014-07-11 | 2015-08-21 | $27,274 | $17,903 | $9,371 | $9,371 | |
| 140. MCKESSON HBOC INC COMMN | 2013-10-29 | 2015-08-21 | $28,684 | $21,718 | $6,966 | $6,966 | |
| 250. BERKSHIRE HATHAWAY INC CLASS B | 2015-01-23 | 2015-09-03 | $33,064 | $37,360 | -$4,296 | -$4,296 | |
| 210. BERKSHIRE HATHAWAY INC CLASS B | 2015-01-23 | 2015-09-04 | $27,166 | $31,382 | -$4,216 | -$4,216 | |
| 300. MCKESSON HBOC INC COMMN | 2013-10-28 | 2015-09-14 | $58,874 | $45,918 | $12,956 | $12,956 | |
| 260. CONSTELLATION BRANDS INC CL A | 2014-05-16 | 2015-09-15 | $33,432 | $21,369 | $12,063 | $12,063 | |
| 810. KROGER CO | 2014-05-07 | 2015-09-15 | $30,065 | $20,750 | $9,315 | $9,315 | |
| 280. VOYA FINL INC COM | 2015-02-18 | 2015-10-14 | $10,889 | $12,213 | -$1,324 | -$1,324 | |
| 390. DISNEY WALT CO | 2012-06-01 | 2015-10-15 | $41,665 | $24,864 | $16,801 | $16,801 | |
| 794. VOYA FINL INC COM | 2015-02-17 | 2015-10-15 | $30,891 | $34,223 | -$3,332 | -$3,332 | |
| 186. VOYA FINL INC COM | 2015-02-17 | 2015-10-15 | $7,210 | $7,999 | -$789 | -$789 | |
| 370. WYNDHAM WORLDWIDE CORP | 2013-03-18 | 2015-10-15 | $27,141 | $23,135 | $4,006 | $4,006 | |
| 393. HCA HOLDINGS INC | 2014-07-18 | 2015-10-26 | $27,307 | $24,610 | $2,697 | $2,697 | |
| 435. HCA HOLDINGS INC | 2014-07-18 | 2015-10-27 | $30,117 | $27,040 | $3,077 | $3,077 | |
| 382. HCA HOLDINGS INC | 2014-07-21 | 2015-10-28 | $26,161 | $23,468 | $2,693 | $2,693 | |
| 563. NXP SEMICONDUCTORS ISIN NL0009538784 SEDOL B505PN7 | 2013-11-26 | 2015-11-02 | $43,205 | $23,751 | $19,454 | $19,454 | |
| 17. NXP SEMICONDUCTORS ISIN NL0009538784 SEDOL B505PN7 | 2013-11-27 | 2015-11-02 | $1,335 | $715 | $620 | $620 | |
| 427. MAGNA INTERNATIONAL ISIN CA5592224011 | 2013-12-31 | 2015-11-09 | $20,293 | $18,664 | $1,629 | $1,629 | |
| 560. MAGNA INTERNATIONAL ISIN CA5592224011 | 2013-12-30 | 2015-11-10 | $26,088 | $22,805 | $3,283 | $3,283 | |
| 360. AETNA INC NEW | 2013-05-30 | 2015-11-11 | $38,020 | $22,204 | $15,816 | $15,816 | |
| 130. CIGNA CORP | 2014-07-11 | 2015-11-11 | $17,223 | $12,125 | $5,098 | $5,098 | |
| 13. MAGNA INTERNATIONAL ISIN CA5592224011 | 2014-01-03 | 2015-11-11 | $607 | $526 | $81 | $81 | |
| 550. MAGNA INTERNATIONAL ISIN CA5592224011 | 2014-01-03 | 2015-11-11 | $25,216 | $22,265 | $2,951 | $2,951 | |
| 199. SNAP-ON INC COM | 2014-09-12 | 2015-11-16 | $33,032 | $24,965 | $8,067 | $8,067 | |
| 70. SNAP-ON INC COM | 2014-12-12 | 2015-11-16 | $11,619 | $9,321 | $2,298 | $2,298 | |
| 31. SNAP-ON INC COM | 2014-09-12 | 2015-11-17 | $5,111 | $3,889 | $1,222 | $1,222 | |
| 695. ST JUDE MEDICAL INC | 2014-02-20 | 2015-11-20 | $43,026 | $47,060 | -$4,034 | -$4,034 | |
| 85. ST JUDE MEDICAL INC | 2014-02-21 | 2015-11-20 | $5,320 | $5,752 | -$432 | -$432 | |
| 39. SIGNET JEWELERS LTD ISIN BMG812761002 SEDOL B3CTNK6 | 2015-11-10 | 2015-12-16 | $4,614 | $5,806 | -$1,192 | -$1,192 | |
| 192. SIGNET JEWELERS LTD ISIN BMG812761002 SEDOL B3CTNK6 | 2015-11-10 | 2015-12-16 | $22,483 | $28,586 | -$6,103 | -$6,103 | |
| 30. SIGNET JEWELERS LTD ISIN BMG812761002 SEDOL B3CTNK6 | 2015-11-09 | 2015-12-16 | $3,546 | $4,395 | -$849 | -$849 | |
| 8. SIGNET JEWELERS LTD ISIN BMG812761002 SEDOL B3CTNK6 | 2015-11-09 | 2015-12-17 | $935 | $1,170 | -$235 | -$235 | |
| 91. SIGNET JEWELERS LTD ISIN BMG812761002 SEDOL B3CTNK6 | 2015-11-09 | 2015-12-17 | $10,660 | $13,306 | -$2,646 | -$2,646 | |
| 360. GOLDMAN SACHS GROUP INC COM | 2015-05-13 | 2015-12-18 | $63,414 | $72,448 | -$9,034 | -$9,034 | |
| 370. BOEING CO | 2012-09-21 | 2016-01-29 | $44,236 | $25,848 | $18,388 | $18,388 | |
| 928. MONDELEZ INTERNATIONAL | 2015-09-15 | 2016-02-05 | $35,245 | $39,840 | -$4,595 | -$4,595 | |
| 1554. INVESCO LTD ISIN BMG491BT1088 SEDOL B28XP76 | 2013-05-08 | 2016-02-05 | $42,079 | $51,245 | -$9,166 | -$9,166 | |
| 40. MONDELEZ INTERNATIONAL | 2015-09-15 | 2016-02-08 | $1,483 | $1,717 | -$234 | -$234 | |
| 222. MONDELEZ INTERNATIONAL | 2015-09-15 | 2016-02-08 | $8,074 | $9,531 | -$1,457 | -$1,457 | |
| 506. INVESCO LTD ISIN BMG491BT1088 SEDOL B28XP76 | 2013-05-08 | 2016-02-08 | $13,039 | $16,655 | -$3,616 | -$3,616 | |
| 402. STANLEY BLACK & DECKER INC | 2015-06-10 | 2016-02-16 | $37,389 | $43,047 | -$5,658 | -$5,658 | |
| 20. STANLEY BLACK & DECKER INC | 2015-06-10 | 2016-02-16 | $1,862 | $2,123 | -$261 | -$261 | |
| 208. STANLEY BLACK & DECKER INC | 2015-06-10 | 2016-02-17 | $19,337 | $22,079 | -$2,742 | -$2,742 | |
| 500. APPLE INC | 2006-08-08 | 2016-03-02 | $50,123 | $34,065 | $16,058 | $16,058 | |
| 550. SKYWORKS SOLUTIONS INC COM | 2014-03-21 | 2016-03-02 | $37,833 | $21,132 | $16,701 | $16,701 | |
| 1220. KROGER CO | 2014-05-06 | 2016-03-11 | $46,898 | $30,218 | $16,680 | $16,680 | |
| 100. KROGER CO | 2015-11-13 | 2016-03-11 | $3,844 | $3,614 | $230 | $230 | |
| 301. SNAP-ON INC COM | 2014-09-11 | 2016-03-17 | $46,960 | $37,640 | $9,320 | $9,320 | |
| 29. SNAP-ON INC COM | 2014-09-11 | 2016-03-17 | $4,523 | $3,624 | $899 | $899 | |
| 357. AMERIPRISE FINANCIAL INC | 2015-01-23 | 2016-04-29 | $34,258 | $46,291 | -$12,033 | -$12,033 | |
| 33. AMERIPRISE FINANCIAL INC | 2015-01-23 | 2016-05-02 | $3,211 | $4,279 | -$1,068 | -$1,068 | |
| 1570. CISCO SYS INC COM | 2011-11-11 | 2016-05-05 | $41,201 | $37,585 | $3,616 | $3,616 | |
| 254. MICROSOFT CORP | 2015-12-18 | 2016-05-05 | $12,684 | $13,931 | -$1,247 | -$1,247 | |
| 540. APPLE INC | 2006-08-08 | 2016-05-06 | $49,942 | $5,177 | $44,765 | $44,765 | |
| 1530. CISCO SYS INC COM | 2011-11-11 | 2016-05-06 | $40,246 | $29,170 | $11,076 | $11,076 | |
| 698. L BRANDS INC | 2014-09-25 | 2016-05-06 | $48,517 | $47,386 | $1,131 | $1,131 | |
| 32. L BRANDS INC | 2014-09-25 | 2016-05-06 | $2,218 | $2,172 | $46 | $46 | |
| 31. MICROSOFT CORP | 2015-12-18 | 2016-05-06 | $1,547 | $1,700 | -$153 | -$153 | |
| 175. MICROSOFT CORP | 2015-12-18 | 2016-05-06 | $8,764 | $9,598 | -$834 | -$834 | |
| 60. MICROSOFT CORP | 2009-11-02 | 2016-05-06 | $3,005 | $1,673 | $1,332 | $1,332 | |
| 690. THE TRAVELERS COS INC | 2014-05-01 | 2016-05-19 | $75,951 | $62,616 | $13,335 | $13,335 | |
| 220. THE TRAVELERS COS INC | 2015-08-13 | 2016-05-19 | $24,216 | $23,732 | $484 | $484 | |
| 218. LINCOLN NATIONAL CORP | 2013-11-12 | 2016-05-20 | $9,762 | $10,879 | -$1,117 | -$1,117 | |
| 60. LINCOLN NATIONAL CORP | 2015-11-13 | 2016-05-20 | $2,687 | $3,258 | -$571 | -$571 | |
| 467. LINCOLN NATIONAL CORP | 2013-11-12 | 2016-05-23 | $20,727 | $22,724 | -$1,997 | -$1,997 | |
| 835. LINCOLN NATIONAL CORP | 2013-11-12 | 2016-05-24 | $37,657 | $40,611 | -$2,954 | -$2,954 | |
| 410. GENERAL ELEC CO COM | 2010-01-26 | 2016-05-26 | $12,317 | $6,804 | $5,513 | $5,513 | |
| 50. NORTHROP GRUMMAN CORPORATION | 2015-02-20 | 2016-05-26 | $10,698 | $8,570 | $2,128 | $2,128 | |
| 39. NORTHROP GRUMMAN CORPORATION | 2015-07-20 | 2016-05-26 | $8,344 | $6,809 | $1,535 | $1,535 | |
| 50. NORTHROP GRUMMAN CORPORATION | 2015-02-19 | 2016-05-27 | $10,699 | $8,494 | $2,205 | $2,205 | |
| 91. NORTHROP GRUMMAN CORPORATION | 2015-07-20 | 2016-05-27 | $19,472 | $15,466 | $4,006 | $4,006 | |
| 543. HORMEL FOODS CORP | 2016-02-08 | 2016-06-02 | $18,585 | $21,803 | -$3,218 | -$3,218 | |
| 115. HORMEL FOODS CORP | 2016-02-08 | 2016-06-02 | $3,949 | $4,618 | -$669 | -$669 | |
| 602. HORMEL FOODS CORP | 2016-02-05 | 2016-06-03 | $20,854 | $23,892 | -$3,038 | -$3,038 | |
| 171. ALASKA AIR GROUP INC | 2015-11-17 | 2016-06-16 | $10,328 | $13,416 | -$3,088 | -$3,088 | |
| 160. CVS CAREMARK CORP | 2013-02-21 | 2016-06-16 | $15,262 | $8,298 | $6,964 | $6,964 | |
| 395. ALASKA AIR GROUP INC | 2015-11-16 | 2016-06-17 | $23,651 | $30,792 | -$7,141 | -$7,141 | |
| 114. ALASKA AIR GROUP INC | 2015-11-16 | 2016-06-20 | $6,821 | $8,698 | -$1,877 | -$1,877 | |
| 201. EDWARDS LIFESCIENCES CORP | 2015-02-06 | 2016-06-23 | $19,908 | $13,488 | $6,420 | $6,420 | |
| 60. EDWARDS LIFESCIENCES CORP | 2015-11-13 | 2016-06-23 | $5,943 | $4,599 | $1,344 | $1,344 | |
| 1313. PRINCIPAL FINANCIAL GROUP COM | 2014-08-05 | 2016-06-23 | $58,460 | $65,336 | -$6,876 | -$6,876 | |
| 350. PRINCIPAL FINANCIAL GROUP COM | 2015-08-13 | 2016-06-23 | $15,583 | $19,935 | -$4,352 | -$4,352 | |
| 299. EDWARDS LIFESCIENCES CORP | 2015-02-06 | 2016-06-24 | $28,843 | $19,953 | $8,890 | $8,890 | |
| 187. PRINCIPAL FINANCIAL GROUP COM | 2014-08-05 | 2016-06-24 | $7,593 | $9,218 | -$1,625 | -$1,625 | |
| 80. PRINCIPAL FINANCIAL GROUP COM | 2015-11-13 | 2016-06-24 | $3,248 | $3,901 | -$653 | -$653 | |
| 769. FOOT LOCKER INC | 2014-04-02 | 2016-06-30 | $42,244 | $36,944 | $5,300 | $5,300 | |
| 71. FOOT LOCKER INC | 2014-04-02 | 2016-06-30 | $3,904 | $3,404 | $500 | $500 | |
| CAPITAL GAIN DIVIDENDS | $52,767 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $588,339 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $999,094 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $10,697,761 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.093393 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,094,445 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $9,778,137 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.111928 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $506,479 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,390,582 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.053935 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,006,285 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $8,974,051 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.112133 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,006,377 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $9,288,384 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.108348 | DistributionYr5Rt |
| Total Distribution | 0.479737 | TotalDistributionRt |
| Average Distribution | 0.095947 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,413,861 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $807,285 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,825 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $814,110 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,760,616 | 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 | $6,825 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,825 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,825 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14,240 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $0 | AppliedToEsTaxAmt |
| Total Payments And Credits | $14,240 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $7,415 | OverpaymentAmt |
| Applied To ES Tax | $3,414 | AppliedToESTaxAmt |
| Refund | $4,001 | 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 AVE 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| PNC BANK N A | ||||||
| 620 LIBERTY AVENUE | PITTSBURGH | PA | 152222705 | CO-TRUSTEE | 11 | $53,081 |
| G WILLIAM BISSELL | ||||||
| 119 GRANDVIEW DRIVE | VERONA | PA | 151473894 | CO-TRUSTEE | 2 | $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 | $8,541,991 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,541,991 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,541,991 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $128,130 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,413,861 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $420,693 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $420,693 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,825 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,825 | TotalTaxAmt |
| Distributable Before Adj | $413,868 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $413,868 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $413,868 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,760,616 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,760,616 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $6,825 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,753,791 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $413,868 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $551,203 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $568,444 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $51,772 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $628,612 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $492,072 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,292,103 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,760,616 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $413,868 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,346,748 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,638,851 | 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 | $551,203 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,087,648 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $568,444 | ExcessFromYear4Amt |
| Excess From Year3 | $51,772 | ExcessFromYear3Amt |
| Excess From Year2 | $628,612 | ExcessFromYear2Amt |
| Excess From Year1 | $492,072 | ExcessFromYear1Amt |
| Excess From Current Year | $1,346,748 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
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 |
|---|---|---|---|---|---|---|---|
| EAST END COOPERATIVE MINISTRY | |||||||
| 6140 STATION STREET | PITTSBURGH | PA | 15206 | NONE | PC | GENERAL SUPPORT | $1,000,000 |
| HARRY E SHELDON CALVARY CAMP | |||||||
| 4411 LAKE ROAD | CONNEAUT | OH | 44030 | NONE | PC | GENERAL SUPPORT | $750,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,750,000 | 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 | $137,395 | 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 | $588,339 | 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 | $725,734 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $725,734 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS - EQUITY | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $2,159,919 | BookValueAmt |
| EOYFMV | $2,593,510 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CARRYING VALUE ADJUSTMENT | Desc |
| Amt | $5,845 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $772 | $772 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $7,575 | $0 | $0 |
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