EDWARD M WILSON FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- EDWARD M WILSON FAMILY FOUNDATION (EIN 31-0976337)
- Tax period
- 2014-10-01 to 2015-09-30
- Filed
- 2016-02-11
- IRS object ID
- 201600429349100205
- Schema version
- 2014v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-02-11T09:00:17-06:00 | ReturnTs |
| Tax Period End | 2015-09-30 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 310976337 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDWARD M WILSON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILS | BusinessNameControlTxt |
| Phone | 4127689969 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PNC BANK NA PO BOX 609 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152309738 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PNC BANK N A BY | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 4127689969 | PhoneNum |
| Signature | 2016-02-04 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $33,133,673 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $887,142 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $887,142 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,996,595 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,976,683 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,996,595 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $2,883,737 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,883,737 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $191,988 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $92,994 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $98,994 | 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 | $62,013 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,056 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $156 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $156 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $104,194 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $104,194 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $358,351 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $94,050 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $203,344 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,360,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,360,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,718,851 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $94,050 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,563,844 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,164,886 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,789,687 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,328,953 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,193,449 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,193,449 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| US Government Obligations BOY | $1,477,201 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $989,630 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,068,690 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $12,974,288 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,056,711 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $14,785,372 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,257,185 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,824,016 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,914,548 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $10,219,238 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $11,876,223 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $12,171,614 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $29,256,865 | TotalAssetsBOYAmt |
| Total Assets EOY | $29,940,029 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $33,133,673 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $29,236,999 | CapitalStockBOYAmt |
| Capital Stock EOY | $29,796,123 | CapitalStockEOYAmt |
| Retained Earning BOY | $19,866 | RetainedEarningBOYAmt |
| Retained Earning EOY | $143,906 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $29,256,865 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $29,940,029 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $29,256,865 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $29,940,029 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $29,256,865 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,164,886 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $30,421,751 | SubtotalAmt |
| Other Decreases | $481,722 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $29,940,029 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (151 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 3260. CBS CORP CLASS B WI | 2013-05-16 | 2014-10-03 | $174,736 | $164,174 | $10,562 | $10,562 | |
| 56.264 ARTISAN MID CAP VALUE FUND FD 1464 | 2013-11-21 | 2014-10-09 | $1,471 | $1,484 | -$13 | -$13 | |
| 516.13 ARTISAN MID CAP VALUE FUND FD 1464 | 2014-10-09 | $13,492 | $13,610 | -$118 | -$118 | ||
| 12541.806 ARTISAN MID CAP VALUE FUND FD 1464 | 2013-04-25 | 2014-10-09 | $327,843 | $300,000 | $27,843 | $27,843 | |
| 368.55 FEDERAL NATL MTG ASSN POOL 357275 | 2002-10-07 | 2014-10-27 | $369 | $382 | -$13 | -$13 | |
| 124.66 FEDERAL NATL MTG ASSN POOL 747528 | 2003-10-10 | 2014-10-27 | $125 | $123 | $2 | $2 | |
| 3351. COCA COLA ENTERPRISES | 2014-03-07 | 2014-10-28 | $144,920 | $158,947 | -$14,027 | -$14,027 | |
| 480. EOG RES INC | 2013-07-26 | 2014-10-28 | $43,885 | $34,966 | $8,919 | $8,919 | |
| 500. EOG RES INC | 2014-04-04 | 2014-10-28 | $45,714 | $49,771 | -$4,057 | -$4,057 | |
| 23697.401 EATON VANCE FLOATING RATE FUND CLASS I | 2014-10-28 | $213,040 | $211,696 | $1,344 | $1,344 | ||
| 2998.928 EATON VANCE FLOATING RATE FUND CLASS I | 2014-10-28 | $26,960 | $27,425 | -$465 | -$465 | ||
| 2048.64 FIDELITY ADVISOR FLOATING HIGH INCOME FUND I | 2014-10-28 | $20,097 | $20,403 | -$306 | -$306 | ||
| 18338.72 FIDELITY ADVISOR FLOATING HIGH INCOME FUND I | 2014-10-28 | $179,903 | $182,150 | -$2,247 | -$2,247 | ||
| 2740. MANPOWER GROUP INC | 2014-10-28 | $181,392 | $224,022 | -$42,630 | -$42,630 | ||
| 2340. ORACLE CORP | 2014-10-28 | $90,431 | $80,805 | $9,626 | $9,626 | ||
| 5170. ORACLE CORP | 2006-06-15 | 2014-10-28 | $199,799 | $71,139 | $128,660 | $128,660 | |
| 1. DELL COMPUTER CORP NAME CHG 7/22/03 SEE 24702R101 | 2001-01-01 | 2014-10-30 | $886 | $886 | $886 | ||
| 8.4 FEDERAL NATL MTG ASSN POOL 357275 | 2002-10-07 | 2014-10-31 | $8 | $9 | -$1 | -$1 | |
| 178.14 FEDERAL NATL MTG ASSN POOL 747528 | 2003-10-10 | 2014-10-31 | $178 | $176 | $2 | $2 | |
| 62. HALYARD HEALTH INC-W/I | 2013-04-09 | 2014-11-05 | $2,238 | $2,025 | $213 | $213 | |
| .5 HALYARD HEALTH INC-W/I | 2013-04-09 | 2014-11-14 | $19 | $16 | $3 | $3 | |
| 500000. USA TREASURY NOTES 04.25% DUE 11/15/2014 | 2007-06-11 | 2014-11-15 | $500,000 | $473,262 | $26,738 | $26,738 | |
| .132 BLACKROCK FDS GNMA PORTFOLIO INSTL CL | 2013-10-01 | 2014-12-01 | $1 | $1 | |||
| 2050. HELMERICH & PAYNE INC COM | 2013-02-26 | 2014-12-15 | $124,060 | $131,895 | -$7,835 | -$7,835 | |
| 4370. QUANTA SVCS INC | 2014-04-04 | 2014-12-15 | $113,230 | $160,281 | -$47,051 | -$47,051 | |
| 463.14 FEDERAL NATL MTG ASSN POOL 357275 | 2002-10-07 | 2014-12-26 | $463 | $480 | -$17 | -$17 | |
| 39.84 FEDERAL NATL MTG ASSN POOL 747528 | 2003-10-10 | 2014-12-26 | $40 | $39 | $1 | $1 | |
| 12.8 FEDERAL NATL MTG ASSN POOL 357275 | 2002-10-07 | 2014-12-31 | $13 | $13 | |||
| 228.73 FEDERAL NATL MTG ASSN POOL 747528 | 2003-10-10 | 2014-12-31 | $229 | $226 | $3 | $3 | |
| 1. WASHINGTON MUTUAL INC COM | 2001-01-01 | 2015-01-06 | $11 | $11 | $11 | ||
| 480. DISCOVER FINANCIAL W/I | 2014-10-28 | 2015-01-28 | $26,967 | $30,286 | -$3,319 | -$3,319 | |
| 3350. DISCOVER FINANCIAL W/I | 2012-07-31 | 2015-01-28 | $188,209 | $121,749 | $66,460 | $66,460 | |
| 13930. REGIONS FINANCIAL CORP | 2013-07-02 | 2015-01-28 | $123,563 | $137,903 | -$14,340 | -$14,340 | |
| 7.01 FEDERAL NATL MTG ASSN POOL 357275 | 2002-10-07 | 2015-01-31 | $7 | $7 | |||
| 112.91 FEDERAL NATL MTG ASSN POOL 747528 | 2003-10-10 | 2015-01-31 | $113 | $112 | $1 | $1 | |
| 8210. GENERAL ELEC CO COM | 2015-02-03 | $200,023 | $154,119 | $45,904 | $45,904 | ||
| 1530. UNITED RENTALS INC COM | 2014-09-15 | 2015-02-03 | $137,566 | $178,081 | -$40,515 | -$40,515 | |
| 1. SCHERING-PLOUGH CORP | 2001-01-01 | 2015-02-10 | $4,414 | $25 | $4,389 | $4,389 | |
| 3230. GILEAD SCIENCES INC COM | 2015-02-13 | $327,613 | $263,142 | $64,471 | $64,471 | ||
| 2450. AMERICAN EXPRESS CO | 2010-10-29 | 2015-02-20 | $192,571 | $100,548 | $92,023 | $92,023 | |
| 450. BOEING CO | 2012-07-31 | 2015-02-20 | $70,101 | $33,676 | $36,425 | $36,425 | |
| 200. LOCKHEED MARTIN CORP | 2013-11-25 | 2015-02-20 | $40,157 | $28,340 | $11,817 | $11,817 | |
| 1920. SOUTHWEST AIRLINES COM | 2014-06-10 | 2015-02-20 | $84,058 | $52,800 | $31,258 | $31,258 | |
| 355.61 FEDERAL NATL MTG ASSN POOL 357275 | 2002-10-07 | 2015-02-28 | $356 | $367 | -$11 | -$11 | |
| 629.64 FEDERAL NATL MTG ASSN POOL 747528 | 2003-10-10 | 2015-02-28 | $630 | $623 | $7 | $7 | |
| 1780. EASTMAN CHEM CO | 2014-06-05 | 2015-03-03 | $131,602 | $158,803 | -$27,201 | -$27,201 | |
| 1530. LYONDELLBASELL INDUSTRIES N.V. ISIN NL0009434992 SEDOL B3SPXZ3 | 2014-09-23 | 2015-03-03 | $131,106 | $169,784 | -$38,678 | -$38,678 | |
| 1. AMERICAN INTERNATIONAL GROUP INC | 2001-01-01 | 2015-03-04 | $6,046 | $25 | $6,021 | $6,021 | |
| 1720. EOG RES INC | 2013-07-26 | 2015-03-30 | $158,458 | $125,293 | $33,165 | $33,165 | |
| 4770. MICRON TECHNOLOGY INC | 2014-10-28 | 2015-03-30 | $126,737 | $155,478 | -$28,741 | -$28,741 | |
| 1130. SKYWORKS SOLUTIONS INC COM | 2014-04-04 | 2015-03-30 | $112,586 | $40,777 | $71,809 | $71,809 | |
| 1160. NXP SEMICONDUCTORS ISIN NL0009538784 SEDOL B505PN7 | 2013-12-03 | 2015-03-30 | $118,354 | $49,160 | $69,194 | $69,194 | |
| 6.21 FEDERAL NATL MTG ASSN POOL 357275 | 2002-10-07 | 2015-03-31 | $6 | $6 | |||
| 388.78 FEDERAL NATL MTG ASSN POOL 747528 | 2003-10-10 | 2015-03-31 | $389 | $384 | $5 | $5 | |
| 9.08 FEDERAL NATL MTG ASSN POOL 357275 | 2002-10-07 | 2015-04-30 | $9 | $9 | |||
| 178.75 FEDERAL NATL MTG ASSN POOL 747528 | 2003-10-10 | 2015-04-30 | $179 | $177 | $2 | $2 | |
| 580. AETNA INC NEW | 2013-05-31 | 2015-05-01 | $62,238 | $35,789 | $26,449 | $26,449 | |
| 430. ALLSTATE CORP | 2014-10-28 | 2015-05-01 | $30,018 | $27,234 | $2,784 | $2,784 | |
| 330. AMGEN INC | 2014-08-11 | 2015-05-01 | $52,548 | $41,990 | $10,558 | $10,558 | |
| 1500. APPLE INC | 2015-05-01 | $189,001 | $116,840 | $72,161 | $72,161 | ||
| 230. BECTON DICKINSON & CO | 2013-03-28 | 2015-05-01 | $32,482 | $21,940 | $10,542 | $10,542 | |
| 180. BERKSHIRE HATHAWAY INC CLASS B | 2015-02-13 | 2015-05-01 | $25,597 | $26,887 | -$1,290 | -$1,290 | |
| 140. BOEING CO | 2012-07-31 | 2015-05-01 | $20,196 | $10,477 | $9,719 | $9,719 | |
| 430. CIGNA CORP | 2014-07-23 | 2015-05-01 | $53,656 | $41,763 | $11,893 | $11,893 | |
| 420. CVS CAREMARK CORP | 2013-02-22 | 2015-05-01 | $42,075 | $21,588 | $20,487 | $20,487 | |
| 1770. CISCO SYS INC COM | 2015-03-30 | 2015-05-01 | $51,305 | $49,097 | $2,208 | $2,208 | |
| 330. CINTAS CORP | 2015-03-30 | 2015-05-01 | $26,627 | $27,406 | -$779 | -$779 | |
| 860. COMCAST CORPORATION CL A | 2014-07-23 | 2015-05-01 | $49,845 | $47,076 | $2,769 | $2,769 | |
| 510. CONOCOPHILLIPS | 2014-08-15 | 2015-05-01 | $34,190 | $40,928 | -$6,738 | -$6,738 | |
| 450. CONSTELLATION BRANDS INC CL A | 2014-07-23 | 2015-05-01 | $52,270 | $39,294 | $12,976 | $12,976 | |
| 530. DELTA AIR LINES INC | 2013-07-26 | 2015-05-01 | $24,189 | $11,372 | $12,817 | $12,817 | |
| 670. DISNEY WALT CO | 2014-03-07 | 2015-05-01 | $73,411 | $55,092 | $18,319 | $18,319 | |
| 360. DR PEPPER SNAPPLE GROUP INC | 2014-10-28 | 2015-05-01 | $27,100 | $24,451 | $2,649 | $2,649 | |
| 190. EDWARDS LIFESCIENCES CORP | 2015-02-13 | 2015-05-01 | $24,105 | $25,223 | -$1,118 | -$1,118 | |
| 410. EXXON MOBIL CORP | 2014-12-15 | 2015-05-01 | $36,124 | $35,523 | $601 | $601 | |
| 550. FOOT LOCKER INC | 2014-04-04 | 2015-05-01 | $32,977 | $25,597 | $7,380 | $7,380 | |
| 800. GENERAL ELEC CO COM | 2010-07-08 | 2015-05-01 | $21,656 | $11,826 | $9,830 | $9,830 | |
| 60. GOOGLE INC CL A | 2015-05-01 | $32,668 | $30,078 | $2,590 | $2,590 | ||
| 570. HCA HOLDINGS INC | 2014-08-11 | 2015-05-01 | $42,236 | $37,667 | $4,569 | $4,569 | |
| 280. HOME DEPOT INC COM | 2012-01-26 | 2015-05-01 | $30,477 | $12,597 | $17,880 | $17,880 | |
| 800. J P MORGAN CHASE & CO COM | 2014-10-28 | 2015-05-01 | $50,735 | $47,692 | $3,043 | $3,043 | |
| 530. JOHNSON & JOHNSON COM | 2009-07-13 | 2015-05-01 | $52,867 | $30,415 | $22,452 | $22,452 | |
| 820. KROGER CO | 2014-05-07 | 2015-05-01 | $57,448 | $38,007 | $19,441 | $19,441 | |
| 300. L BRANDS INC | 2014-09-30 | 2015-05-01 | $27,326 | $20,103 | $7,223 | $7,223 | |
| 640. LINCOLN NATIONAL CORP | 2014-09-15 | 2015-05-01 | $36,300 | $34,752 | $1,548 | $1,548 | |
| 830. MAGNA INTERNATIONAL ISIN CA5592224011 | 2013-12-31 | 2015-05-01 | $41,893 | $34,080 | $7,813 | $7,813 | |
| 240. MCKESSON HBOC INC COMMN | 2015-05-01 | $53,534 | $37,772 | $15,762 | $15,762 | ||
| 520. MICROSOFT CORP | 2015-05-01 | $25,308 | $14,379 | $10,929 | $10,929 | ||
| 180. NORTHROP GRUMMAN CORPORATION | 2015-02-20 | 2015-05-01 | $27,998 | $30,579 | -$2,581 | -$2,581 | |
| 3670. PACKAGING CORP OF AMERICA COM | 2014-04-04 | 2015-05-01 | $255,684 | $261,946 | -$6,262 | -$6,262 | |
| 180. POLARIS INDS INC | 2012-05-10 | 2015-05-01 | $24,846 | $14,273 | $10,573 | $10,573 | |
| 700. PRINCIPAL FINANCIAL GROUP COM | 2014-08-15 | 2015-05-01 | $36,010 | $36,127 | -$117 | -$117 | |
| 530. PROCTER & GAMBLE CO | 2015-05-01 | $42,198 | $35,708 | $6,490 | $6,490 | ||
| 470. QUALCOMM | 2015-03-30 | 2015-05-01 | $32,002 | $32,338 | -$336 | -$336 | |
| 400. ST JUDE MEDICAL INC | 2014-03-07 | 2015-05-01 | $28,335 | $26,783 | $1,552 | $1,552 | |
| 540. SCHLUMBERGER LTD COM | 2014-04-04 | 2015-05-01 | $50,277 | $53,345 | -$3,068 | -$3,068 | |
| 500. SKYWORKS SOLUTIONS INC COM | 2014-04-04 | 2015-05-01 | $48,833 | $18,043 | $30,790 | $30,790 | |
| 220. SNAP-ON INC COM | 2014-12-15 | 2015-05-01 | $33,203 | $29,196 | $4,007 | $4,007 | |
| 350. THE TRAVELERS COS INC | 2014-05-02 | 2015-05-01 | $35,545 | $31,953 | $3,592 | $3,592 | |
| 230. UNION PAC CORP COM | 2010-07-08 | 2015-05-01 | $24,541 | $8,132 | $16,409 | $16,409 | |
| 540. VERIZON COMMUNICATIONS COM | 2013-05-16 | 2015-05-01 | $27,075 | $28,917 | -$1,842 | -$1,842 | |
| 470. VISA INC CLASS A SHARES | 2013-02-14 | 2015-05-01 | $30,705 | $18,326 | $12,379 | $12,379 | |
| 1210. WELLS FARGO & CO NEW COM | 2015-05-01 | $66,538 | $35,768 | $30,770 | $30,770 | ||
| 720. WISCONSIN ENERGY CORP | 2010-12-14 | 2015-05-01 | $35,387 | $21,375 | $14,012 | $14,012 | |
| 790. INVESCO LTD ISIN BMG491BT1088 SEDOL B28XP76 | 2014-09-15 | 2015-05-01 | $32,749 | $32,007 | $742 | $742 | |
| 240. ACE LIMITED NAME CHG 01/15/16 SEE H1467J104 | 2014-12-15 | 2015-05-01 | $25,684 | $26,904 | -$1,220 | -$1,220 | |
| 480. TE CONNECTIVITY LTD SEDOL B62B7C3 ISIN CH0102993182 | 2015-03-30 | 2015-05-01 | $32,303 | $34,493 | -$2,190 | -$2,190 | |
| 320. CHECK POINT SOFTWARE COM | 2014-09-04 | 2015-05-01 | $26,819 | $22,884 | $3,935 | $3,935 | |
| 300. NXP SEMICONDUCTORS ISIN NL0009538784 SEDOL B505PN7 | 2013-12-03 | 2015-05-01 | $30,096 | $12,714 | $17,382 | $17,382 | |
| 3020. ROYAL CARRIBEAN CRUISES LTD SEDOL 2754907 ISIN LR0008862868 | 2014-08-15 | 2015-05-01 | $205,109 | $190,095 | $15,014 | $15,014 | |
| 3140. PROCTER & GAMBLE CO | 2015-05-08 | $253,990 | $197,085 | $56,905 | $56,905 | ||
| 160. ACE LIMITED NAME CHG 01/15/16 SEE H1467J104 | 2014-12-15 | 2015-05-15 | $17,309 | $17,936 | -$627 | -$627 | |
| 1880. ACE LIMITED NAME CHG 01/15/16 SEE H1467J104 | 2014-04-14 | 2015-05-15 | $203,380 | $186,564 | $16,816 | $16,816 | |
| 3800. DELTA AIR LINES INC | 2013-07-26 | 2015-05-29 | $159,863 | $81,534 | $78,329 | $78,329 | |
| 1690. UNION PAC CORP COM | 2010-07-08 | 2015-05-29 | $170,771 | $59,750 | $111,021 | $111,021 | |
| 472.26 FEDERAL NATL MTG ASSN POOL 357275 | 2002-10-07 | 2015-05-31 | $472 | $487 | -$15 | -$15 | |
| 36.19 FEDERAL NATL MTG ASSN POOL 747528 | 2003-10-10 | 2015-05-31 | $36 | $36 | |||
| 670. QUALCOMM | 2015-03-30 | 2015-06-03 | $46,640 | $46,099 | $541 | $541 | |
| 3100. QUALCOMM | 2011-05-19 | 2015-06-03 | $215,799 | $177,695 | $38,104 | $38,104 | |
| 4490. SOUTHWEST AIRLINES COM | 2014-06-10 | 2015-06-12 | $157,418 | $123,475 | $33,943 | $33,943 | |
| 5.32 FEDERAL NATL MTG ASSN POOL 357275 | 2002-10-07 | 2015-06-30 | $5 | $5 | |||
| 256.05 FEDERAL NATL MTG ASSN POOL 747528 | 2003-10-10 | 2015-06-30 | $256 | $253 | $3 | $3 | |
| 1. NORTEL NETWORK CORPORATION | 2001-01-01 | 2015-07-09 | $333 | $333 | $333 | ||
| 69483.379 PIMCO FDS PAC INVT MGMT SER TOTAL RETURN FD INSTL CL | 2015-07-10 | $735,134 | $738,796 | -$3,662 | -$3,662 | ||
| 40.702 PIMCO UNCONSTRAINED BOND FUND INSTITUTIONAL CLASS | 2013-12-11 | 2015-07-10 | $455 | $453 | $2 | $2 | |
| 13488.101 PIMCO UNCONSTRAINED BOND FUND INSTITUTIONAL CLASS | 2015-07-10 | $150,797 | $151,336 | -$539 | -$539 | ||
| 224.525 PIMCO UNCONSTRAINED BOND FUND INSTITUTIONAL CLASS | 2015-07-10 | $2,510 | $2,523 | -$13 | -$13 | ||
| 740. AETNA INC NEW | 2013-05-31 | 2015-07-14 | $84,410 | $45,662 | $38,748 | $38,748 | |
| 540. CIGNA CORP | 2014-07-23 | 2015-07-14 | $83,861 | $52,446 | $31,415 | $31,415 | |
| 1000. SKYWORKS SOLUTIONS INC COM | 2014-04-04 | 2015-07-14 | $101,288 | $36,086 | $65,202 | $65,202 | |
| 700. NXP SEMICONDUCTORS ISIN NL0009538784 SEDOL B505PN7 | 2013-12-03 | 2015-07-14 | $65,813 | $29,665 | $36,148 | $36,148 | |
| 1050. 3M COMPANY COM | 2015-03-30 | 2015-07-21 | $163,219 | $174,816 | -$11,597 | -$11,597 | |
| 1270. POLARIS INDS INC | 2012-05-10 | 2015-07-28 | $172,868 | $100,702 | $72,166 | $72,166 | |
| 5.34 FEDERAL NATL MTG ASSN POOL 357275 | 2002-10-07 | 2015-07-31 | $5 | $6 | -$1 | -$1 | |
| 398.63 FEDERAL NATL MTG ASSN POOL 747528 | 2003-10-10 | 2015-07-31 | $399 | $394 | $5 | $5 | |
| 9520. HANESBRANDS INC - W/I | 2014-03-14 | 2015-08-05 | $275,409 | $177,549 | $97,860 | $97,860 | |
| 1260. SKYWORKS SOLUTIONS INC COM | 2014-04-04 | 2015-08-05 | $112,327 | $45,468 | $66,859 | $66,859 | |
| 3220. ALLSTATE CORP | 2014-10-28 | 2015-08-14 | $203,758 | $203,939 | -$181 | -$181 | |
| 60. CONOCOPHILLIPS | 2014-08-15 | 2015-08-14 | $2,998 | $4,815 | -$1,817 | -$1,817 | |
| 3340. CONOCOPHILLIPS | 2015-08-14 | $166,863 | $230,826 | -$63,963 | -$63,963 | ||
| 200000. CREDIT SUISSE FB USA INC NOTES | 2007-03-14 | 2015-08-15 | $200,000 | $198,508 | $1,492 | $1,492 | |
| 1270. BECTON DICKINSON & CO | 2013-03-28 | 2015-08-31 | $178,394 | $121,145 | $57,249 | $57,249 | |
| 610. CIGNA CORP | 2014-07-23 | 2015-08-31 | $85,701 | $59,245 | $26,456 | $26,456 | |
| 5.38 FEDERAL NATL MTG ASSN POOL 357275 | 2002-10-07 | 2015-08-31 | $5 | $6 | -$1 | -$1 | |
| 184.99 FEDERAL NATL MTG ASSN POOL 747528 | 2003-10-10 | 2015-08-31 | $185 | $183 | $2 | $2 | |
| 400. MCKESSON HBOC INC COMMN | 2013-10-31 | 2015-08-31 | $78,915 | $62,476 | $16,439 | $16,439 | |
| 1440. BERKSHIRE HATHAWAY INC CLASS B | 2015-09-08 | $190,336 | $213,253 | -$22,917 | -$22,917 | ||
| 910. MCKESSON HBOC INC COMMN | 2013-10-31 | 2015-09-15 | $182,007 | $142,133 | $39,874 | $39,874 | |
| 660. CONSTELLATION BRANDS INC CL A | 2015-09-17 | $86,790 | $54,474 | $32,316 | $32,316 | ||
| 2340. KROGER CO | 2014-05-07 | 2015-09-17 | $87,815 | $54,229 | $33,586 | $33,586 | |
| CAPITAL GAIN DIVIDENDS | $186,437 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,996,595 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,673,392 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $33,760,410 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049567 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,482,591 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $31,353,412 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047286 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,474,631 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $29,821,435 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049449 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,344,591 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $29,768,538 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.045168 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,228,919 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $27,560,728 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.044589 | DistributionYr5Rt |
| Total Distribution | 0.236059 | TotalDistributionRt |
| Average Distribution | 0.047212 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $34,937,848 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,649,486 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $27,897 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,677,383 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,563,844 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $55,794 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $55,794 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $55,794 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $57,230 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $0 | AppliedToEsTaxAmt |
| Total Payments And Credits | $57,230 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,436 | OverpaymentAmt |
| Applied To ES Tax | $1,436 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | pncsites.com/pncfoundation/charitable_trusts. | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PNC BANK NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4127689969 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 620 LIBERTY AVENUE | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152222705 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| DON A WOLF | ||||||
| 11718 AUTUMN TREE DR | FORT WAYNE | IN | 46845 | DISTRIBUTION COMMITTEE MEM | 1 | $1,000 |
| JANET C CHRZAN | ||||||
| 3734 SHINNECOCK COURT | FORT WAYNE | IN | 46814 | DISTRIBUTION COMMITTEE MEM | 1 | $1,500 |
| JUDGE WILLIAM LEE | ||||||
| 1607 DODGE AVENUE | FORT WAYNE | IN | 46805 | DISTRIBUTION COMMITTEE MEM | 1 | $1,500 |
| PNC BANK NA | ||||||
| PO BOX 94651 | CLEVELAND | OH | 441014651 | TRUSTEE | 37 | $185,988 |
| THOMAS M SHOAFF | ||||||
| 111 E WAYNE STE 800 | FORT WAYNE | IN | 46802 | DISTRIBUTION COMMITTEE MEM | 1 | $500 |
| THOMAS QUIRK | ||||||
| 7130 BLUE CREEK DR | FORT WAYNE | IN | 46804 | DISTRIBUTION COMMITTEE MEM | 1 | $1,500 |
| 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 | $35,471,180 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | -$1,284 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $35,469,896 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $35,469,896 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $532,048 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $34,937,848 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,746,892 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,746,892 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $55,794 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $55,794 | TotalTaxAmt |
| Distributable Before Adj | $1,691,098 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,691,098 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,691,098 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,563,844 | 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 | $1,563,844 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,563,844 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,691,098 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,359,828 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,563,844 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,359,828 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $204,016 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,487,082 | 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 | 2162223226 | RecipientPhoneNum |
| Form And Info And Materials | Please reference the name of the trust in all communications See footnote | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | www.pncsites.com/pncfoundation/charitable_trusts.html for specific information | SubmissionDeadlinesTxt |
| Restrictions On Awards | www.pncsites.com/pncfoundation/charitable_trusts.html for specific information | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (89 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 |
|---|---|---|---|---|---|---|---|---|
| VOLUNTEER LAWYER PROGRAM OF NORTHEAST | ||||||||
| INDIANA INC | 111 WEST WAYNE STREET | FORT WAYNE | IN | 468023603 | NONE | PC | VOLUNTEER LAWYER PROGRAM | $15,000 |
| HISTORIC FORT WAYNE INC | ||||||||
| PO BOX 12650 | FORT WAYNE | IN | 46864 | NONE | PC | RECONSTRUCTION OF | $2,500 | |
| NATIONAL SOCCER FESTIVALS INC | ||||||||
| 5525 HOPINKTON DR | FORT WAYNE | IN | 468147542 | NONE | PC | NATIONAL SOCCER FESTIVAL | $30,000 | |
| ANTHONY WAYNE AREA COUNCIL | ||||||||
| BOY SCOUTS OF AMERICA | 8315 WEST JEFFERSON BLVD | FORT WAYNE | IN | 46804 | NONE | PC | SCOUTREACH COMMUNITY | $10,000 |
| IVY TECH FOUNDATION INC | ||||||||
| 3800 N ANTHONY BLVD | FORT WAYNE | IN | 46805 | NONE | PC | NEW VENTURE | $15,000 | |
| FORT WAYNE PUBLIC TELEVISION INC | ||||||||
| 2501 E COLISEUM BLVD | FORT WAYNE | IN | 468051562 | NONE | PC | EMPOWERING COMMUNITY | $25,000 | |
| EMBASSY THEATRE FOUNDATION INC | ||||||||
| 125 W JEFFERSON BLVD | FORT WAYNE | IN | 468023012 | NONE | PC | THEATRE/INDIANA HOTEL CAP | $50,000 | |
| FORT WAYNE PARK FOUNDATION INC | ||||||||
| PO BOX 13201 | FORT WAYNE | IN | 46867 | NONE | PC | 2015 SHOWCASE GARDEN | $4,500 | |
| FORT WAYNE PARK FOUNDATION INC | ||||||||
| PO BOX 13201 | FORT WAYNE | IN | 46867 | NONE | PC | CONSERVATORY CONNECTIONS | $5,000 | |
| SOULMEDIC MEDIA GROUP INC | ||||||||
| 6429 OAKBROOK PARKWAY | FORT WAYNE | IN | 468254255 | NONE | PC | SOULMEDIC PROGRAMMING | $2,500 | |
| SCAN INC | ||||||||
| 500 W MAIN ST | FORT WAYNE | IN | 468021406 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| AUDIENCES UNLIMITED INC | ||||||||
| 1005 W RUDISILL BLVD SUITE 304 | FORT WAYNE | IN | 46807 | NONE | PC | ARTS PERFORMANCES-LONG TERM | $7,500 | |
| FORT WAYNE DANCE COLLECTIVE INC | ||||||||
| 437 E BERRY STREET SUITE 203 | FORT WAYNE | IN | 468022817 | NONE | PC | OPERATING SUPPORT | $5,000 | |
| EAST ALLEN FAMILY RESOURCE CENTER | ||||||||
| 610 PROFESSIONAL PARK DR | NEW HAVEN | IN | 467741995 | NONE | PC | HERITAGE LEARN AFTERSCHOOL | $5,000 | |
| SCIENCE CENTRAL INC | ||||||||
| 1950 N CLINTON ST | FORT WAYNE | IN | 468054049 | NONE | PC | OPERATING SUPPORT | $5,000 | |
| CENTER FOR NONVIOLENCE INC | ||||||||
| 235 W CREIGHTON AVE | FORT WAYNE | IN | 468071311 | NONE | PC | WOMEN'S NONVIOLENCE | $5,000 | |
| COMMUNITY HARVEST FOOD BANK OF NORTHEAST | ||||||||
| INDIANA INC | 999 E TILLMAN RD | FORT WAYNE | IN | 468161973 | NONE | PC | CAP CAMP | $50,000 |
| LIFELINE YOUTH & FAMILY SERVICES INC | ||||||||
| 7136 GETTYSBURG PIKE | FORT WAYNE | IN | 468045680 | NONE | PC | PROJECT INCENTIVE | $5,000 | |
| SPECIALIZED ALTERNATIVES FOR FAMILIES | ||||||||
| AND YOUTH OF INDIANA INC | 705 E STATE BLVD SUITE 200 | FORT WAYNE | IN | 46805 | NONE | PC | COURTYARD SUPPORTIVE | $10,000 |
| FORT WAYNE PHILHARMONIC ORCHESTRA INC | ||||||||
| 4901 FULLER DR | FORT WAYNE | IN | 468353277 | NONE | PC | OPERATING SUPPORT | $20,000 | |
| INDIANA INSTITUTE OF TECHNOLOGY | ||||||||
| 1600 EAST WASHINGTON BLVD | FORT WAYNE | IN | 468031228 | NONE | PC | CUNNINGHAM REINVENTION PROJ | $25,000 | |
| UNITED WAY OF ALLEN COUNTY | ||||||||
| 334 E BERRY ST | FORT WAYNE | IN | 468022708 | NONE | PC | COMMUNITY CAMPAIGN | $30,000 | |
| GIRL SCOUTS OF NORTHERN INDIANA-MICHIANA | ||||||||
| 10008 DUPONT CIRCLE DRIVE EAST | FORT WAYNE | IN | 468251630 | NONE | PC | LEADERSHIP EXPERIENCE | $20,000 | |
| THE SALVATION ARMY | ||||||||
| 2901 N CLINTON ST | FORT WAYNE | IN | 46805 | NONE | PC | COMMUNITY YOUTH CENTER | $15,000 | |
| YWCA NORTHEAST INDIANA INC | ||||||||
| 1610 SPY RUN AVE | FORT WAYNE | IN | 468054033 | NONE | PC | DOMESTIC VIOLENCE PROGRAM | $10,000 | |
| FORT WAYNE URBAN LEAGUE | ||||||||
| 2135 SOUTH HANNA STREET | FORT WAYNE | IN | 468032401 | NONE | PC | OPERATING SUPPORT | $10,000 | |
| LEAGUE FOR THE BLIND & DISABLED INC | ||||||||
| 5821 S ANTHONY BLVD | FORT WAYNE | IN | 468163701 | NONE | PC | LEAGUE'S YOUTH SERVICES | $10,000 | |
| ST MARYS SOUP KITCHEN | ||||||||
| 1101 LAFAYETTE ST | FORT WAYNE | IN | 46802 | NONE | PC | ST MARY'S SOUP KITCHEN | $7,500 | |
| UNIVERSITY OF SAINT FRANCIS | ||||||||
| 2701 SPRING ST | FORT WAYNE | IN | 468083939 | NONE | PC | USF DOWNTOWN CAMPUS CAP | $50,000 | |
| YMCA OF GREATER FORT WAYNE | ||||||||
| 347 W BERRY ST STE 500 | FORT WAYNE | IN | 468022241 | NONE | PC | ADD'L GIFT FOR WELLS COUNTY | $25,000 | |
| ASSOCIATED CHURCHES OF FORT WAYNE AND | ||||||||
| ALLEN COUNTY INC | 602 E WAYNE ST | FORT WAYNE | IN | 468022016 | NONE | PC | COMMUNITY PROGRAMS | $35,000 |
| TURNSTONE CENTER FOR CHILDREN AND ADULTS | ||||||||
| WITH DISABILITIES | 3320 N CLINTON ST | FORT WAYNE | IN | 468051918 | NONE | PC | CORE PROGRAMMING SUPPORT | $25,000 |
| JUNIOR ACHIEVEMENT OF NORTHERN INDIANA | ||||||||
| 601 NOBLE DR | FORT WAYNE | IN | 468255544 | NONE | PC | ELEMENTARY ECONOMICS/JA | $30,000 | |
| FORT WAYNE MUSEUM OF ART INC | ||||||||
| 311 E MAIN ST | FORT WAYNE | IN | 468021907 | NONE | PC | EXHIBITION PROGRAM | $35,000 | |
| EARLY CHILDHOOD ALLIANCE INC | ||||||||
| 3320 FAIRFIELD AVE | FORT WAYNE | IN | 468071821 | NONE | PC | EARLY CHILDHOOD EDUCTL | $10,000 | |
| CANCER SERVICES OF NORTHEAST INDIANA | ||||||||
| 6316 MUTUAL DR | FORT WAYNE | IN | 468254529 | NONE | PC | CLIENT ADVOCATE PROGRAM | $12,000 | |
| ARTS UNITED OF GREATER FORT WAYNE INC | ||||||||
| 300 E MAIN ST | FORT WAYNE | IN | 468021919 | NONE | PC | MILLENNIUM CENTER/OPERATING | $100,000 | |
| EASTER SEALS ARC OF NORTHEAST INDIANA | ||||||||
| INC | 4919 COLDWATER RD | FORT WAYNE | IN | 468255532 | NONE | PC | ASSISTIVE TECHNOLOGY | $5,000 |
| ALLEN COUNTY-FORT WAYNE HISTROICAL | ||||||||
| SOCIETY INC HISTORY CENTER | 302 EAST BERRY STREET | FORT WAYNE | IN | 468022765 | NONE | PC | K-12 FREE SCHOOL GROUP TOUR | $25,000 |
| YOUTH FOR CHRIST OF NORTHERN INDIANA | ||||||||
| 6427 OAKBROOK PARKWAY | FORT WAYNE | IN | 468254253 | NONE | PC | CITY LIFE MINISTRIES | $5,000 | |
| MARTIN LUTHER KING SCHOOL INC | ||||||||
| 6001 S ANTHONY BLVD | FORT WAYNE | IN | 468163705 | NONE | PC | OPERATING 15/16 SCHOOL | $6,000 | |
| HAROLD W MCMILLEN CENTER FOR HEALTH | ||||||||
| EDUCATION | 600 JIM KELLEY BLVD | FORT WAYNE | IN | 468161146 | NONE | PC | PREVENTIVE HEALTH EDUCATION | $5,000 |
| HAROLD W MCMILLEN CENTER FOR HEALTH | ||||||||
| EDUCATION | 600 JIM KELLEY BLVD | FORT WAYNE | IN | 468161146 | NONE | PC | CAP RENOVATION PROJ | $25,000 |
| BIG BROTHERS BIG SISTERS OF NORTHEAST | ||||||||
| INDIANA | 1005 W RUDISILL BLVD | FORTH WAYNE | IN | 468071210 | NONE | PC | YOUTH MENTORING PROGRAMS | $20,000 |
| AUBURN AUTOMOTIVE HERITAGE INC | ||||||||
| 1600 WAYNE ST | AUBURN | IN | 467063509 | NONE | PC | "TELLING THE STORY" CAP | $60,000 | |
| AUBURN AUTOMOTIVE HERITAGE INC | ||||||||
| 1600 WAYNE ST | AUBURN | IN | 467063509 | NONE | PC | EDUCATIONAL | $25,000 | |
| ARCH INC | ||||||||
| 818 LAFAYETTE STREET | FORT WAYNE | IN | 46802 | NONE | PC | ARCH COMMUNITY EDUCATION | $3,000 | |
| ARTLINK INC | ||||||||
| 300 E MAIN ST | FORT WAYNE | IN | 468021919 | NONE | PC | EXHIBITS/EDUCATIONAL | $5,000 | |
| MATTHEW 25 INC | ||||||||
| 413 E JEFFERSON BLVD | FORT WAYNE | IN | 468023201 | NONE | PC | OPERATING SUPPORT | $7,500 | |
| NORTHEAST INDIANA PUBLIC RADIO INC | ||||||||
| 3204 CLAIMONT COURT | FORT WAYNE | IN | 46808 | NONE | PC | 2014-2015 LOCAL PROGRAMMING | $15,000 | |
| EAST WAYNE STREET CENTER | ||||||||
| 801 E WAYNE | FORT WAYNE | IN | 468033936 | NONE | PC | ADULT EDUCATION PROGRAMS | $5,000 | |
| FORT WAYNE CHILDREN'S CHOIR INC | ||||||||
| IPFW RHINEHART MUSIC CENTER | FORT WAYNE | IN | 468051445 | NONE | PC | PROGRAMMING SUPPORT | $2,500 | |
| THE LITERACY ALLIANCE | ||||||||
| 709 CLAY ST STE 100 | FORT WAYNE | IN | 468022019 | NONE | PC | ADULT | $10,000 | |
| FOUNDATION FOR ART AND MUSIC IN | ||||||||
| ELEMENTARY EDUCATION | 300 E MAIN ST STE 130 | FORT WAYNE | IN | 468021920 | NONE | PC | MULTICULTURAL ARTS PROGRAM | $5,000 |
| BOYS AND GIRLS CLUBS FORT WAYNE | ||||||||
| 2609 FAIRFIELD AVE | FORT WAYNE | IN | 468071214 | NONE | PC | PROJECT LEARN | $15,000 | |
| VINCENT VILLAGE INC | ||||||||
| 2827 HOLTON AVENUE | FORT WAYNE | IN | 46806 | NONE | PC | FAMILY CONNECTION PROGRAM | $2,500 | |
| ALLEN COUNTY EDUCATION PARTNERSHIP DBA | ||||||||
| PROJECT READS | 709 CLAY ST STE 101 | FORT WAYNE | IN | 468022019 | NONE | PC | PORJECT READS PROGRAM | $7,500 |
| ERIN'S HOUSE FOR GRIEVING CHILDREN INC | ||||||||
| 5670 YMCA PARK DR WEST | FORT WAYNE | IN | 468353280 | NONE | PC | CAP CAMP NEW FACILITY | $25,000 | |
| EUELL WILSON CENTER INC | ||||||||
| 1512 OXFORD ST | FORT WAYNE | IN | 468063612 | NONE | PC | EAWC AFTERSCHOOL - SUMMER | $5,000 | |
| STUDY CONNECTION | ||||||||
| 1200 S CLINTON ST | FORT WAYNE | IN | 468023594 | NONE | PC | STUDY CONNECTION PROGRAM | $10,000 | |
| NEIGHBORHOOD HEALTH CLINICS INC | ||||||||
| 1717 S CALHOUN ST | FORT WAYNE | IN | 468025257 | NONE | PC | MARKETING EFFORTS - PUBLIC | $5,000 | |
| CHRISTIAN COMMUNITY HEALTH CARE INC | ||||||||
| PO BOX 128 | GRABILL | IN | 467410128 | NONE | PC | 2015 OPERATING-PROVISION OF | $4,000 | |
| FORT WAYNE CLUBHOUSE INC | ||||||||
| 3327 LAKE AVE | FORT WAYNE | IN | 468055529 | NONE | PC | OPERATING/ELEVATOR PROJECT | $11,500 | |
| SHEPHERDS HOUSE INC | ||||||||
| 519 TENNESSEE AVENUE | FORT WAYNE | IN | 46805 | NONE | PC | HANDICAPPED ACCESSIBLE | $10,000 | |
| AFRICANAFRICAN-AMERICAN HISTORICAL | ||||||||
| SOCIETY OF ALLEN COUNTY | 436 E DOUGLAS AVENUE | FORT WAYNE | IN | 46807 | NONE | PC | GENERAL SUPPORT | $2,500 |
| INTERFAITH HOSPITALITY NETWORK OF | ||||||||
| GREATER FORT WAYNE INC | 2925 EAST STATE BLVD | FORT WAYNE | IN | 46805 | NONE | PC | EMERGENCY SHELTER FOR | $7,500 |
| BOYS & GIRLS CLUB OF HUNTINGTON COUNTY | ||||||||
| INC | PO BOX 673 | HUNTINGTON | IN | 467500673 | NONE | PC | "BUILDING GREAT FUTURES FOR | $15,000 |
| DR BILL LEWIS CENTER FOR CHILDREN | ||||||||
| 2730 EAST STATE BLVD | FORT WAYNE | IN | 46805 | NONE | PC | FORENSIC INTERVIEWERS - | $2,500 | |
| NORTHEAST INDIANA INNOVATION CENTER | ||||||||
| 3201 STELLHORN ROAD | FORT WAYNE | IN | 46815 | NONE | PC | STUDENT ENTREPRENEURSHIP | $25,000 | |
| COMMUNITY TRANSPORTATION NETWORK | ||||||||
| 5601 INDUSTRIAL RD | FORT WAYNE | IN | 468255125 | NONE | PC | SPECIALIZED MEDICAL | $15,000 | |
| COMMUNITY TRANSPORTATION NETWORK | ||||||||
| 5601 INDUSTRIAL RD | FORT WAYNE | IN | 468255125 | NONE | PC | NEW OPERATIONS CENTER | $25,000 | |
| UNITY PERFORMING ARTS FOUNDATION INC | ||||||||
| IPFW RHINEHART MUSIC CENTER | FORT WAYNE | IN | 46805 | NONE | PC | EXPRESSION INSPIRED | $7,500 | |
| HEADWATERS PARK ALLIANCE INC | ||||||||
| 110 W BERRY ST STE 2012 | FORT WAYNE | IN | 468022311 | NONE | PC | FESTIVAL PLAZA CONCRETE | $20,000 | |
| SUPER SHOT INC | ||||||||
| 709 CALY ST STE 300 | FORT WAYNE | IN | 468022019 | NONE | PC | IMMUNIZATION CLINIC PROGRAM | $6,000 | |
| HARLAN CHRISTIAN YOUTH CENTER INC | ||||||||
| PO BOX 467 | HARLAN | IN | 467430467 | NONE | PC | OPERATING SUPPORT | $15,000 | |
| THE SOUTHEAST YOUTH COUNCIL INC | ||||||||
| PO BOX 236 | MONROEVILLE | IN | 467730236 | NONE | PC | DROP-IN CENTER & AMP'D | $12,000 | |
| MUSTARD SEED FURNITURE BANK OF FORT | ||||||||
| WAYNE INC | 3636 ILLINOIS RD | FORT WAYNE | IN | 468042062 | NONE | PC | OPERATING SUPPORT | $2,500 |
| BLUE JACKET INC | ||||||||
| 2826 S CALHOUN ST | FORT WAYNE | IN | 468071404 | NONE | PC | CAREER ACADEMY PROGRAM | $3,000 | |
| FORT WAYNE CIVIC THEATRE | ||||||||
| 303 E MAIN ST | FORT WAYNE | IN | 468021907 | NONE | PC | IN THE WINGS | $7,500 | |
| FORT WAYNE BALLET INC | ||||||||
| 300 E MAIN ST | FORT WAYNE | IN | 468021919 | NONE | PC | IN-THEATRE EDUCATIONAL | $7,500 | |
| INDIANA UNIVERSITY-PURDUE UNIVERSITY | ||||||||
| FORT WAYNE | 2010 E COLISEUM BLVD | FORT WAYNE | IN | 46805 | NONE | PC | IPFW MINI DONS | $6,000 |
| FORT WAYNE MEDICAL SOCIETY FOUNDATION | ||||||||
| 750 BROADWAY STE 250 | FORT WAYNE | IN | 468021412 | NONE | PC | OPERATING SUPPORT - | $5,000 | |
| FORT WAYNE ZOOLOGICAL SOCIETY INC | ||||||||
| 3411 SHERMAN BLVD | FORT WAYNE | IN | 468081522 | NONE | PC | AUSTRALIAN ADVENTURE CAP | $50,000 | |
| FRANCINE'S FRIENDS INC | ||||||||
| 709 CLAY STREET 300 | FORT WAYNE | IN | 468022019 | NONE | PC | MOBILE MAMMOGRAPHY PROGRAM | $5,000 | |
| FORT WAYNE TRAILS INC | ||||||||
| 300 E MAIN ST STE 131 | FORT WAYNE | IN | 468021920 | NONE | PC | FWT PRIORITY PROJECTS | $5,000 | |
| HEARCARE CONNECTION INC | ||||||||
| 9604 COLDWATER RD STE 109 | FORT WAYNE | IN | 46825 | NONE | PC | HEARING LOSS SERVICES | $2,500 | |
| WELLSPRING INTERFAITH SOCIAL SERVICES | ||||||||
| INC | 1316 BROADWAY | FORT WAYNE | IN | 468023306 | NONE | PC | NEIGHBORHOOD SVCS | $15,000 |
| NORTHEAST INDIANA FOUNDATION INC | ||||||||
| 200 E MAIN ST STE 910 | FORT WAYNE | IN | 468021915 | NONE | PC | VISION 2020 | $25,000 | |
| TEACH OUR CHILDREN FUND INC DBA FORT | ||||||||
| WAYNE CENTER FOR LEARNING | 2510 EAST DUPONT ROAD | FORT WAYNE | IN | 46825 | NONE | PC | FWCL OPERATING SUPPORT | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,360,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $887,142 | 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 | $1,996,595 | 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 | $2,883,737 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,883,737 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $989,630 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,068,690 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS - FIXED | AT COST | $4,784,084 | $4,591,598 |
| MUTUAL FUNDS - EQUITY | AT COST | $6,045,760 | $6,688,107 |
| MUTUAL FUNDS - ALTERNATIVE | AT COST | $1,046,379 | $891,909 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (6 entries)
| DescDesc | AmtAmt |
|---|---|
| DIFF BETWEEN CARRYING VALUE AND TAX COST | $400,055 |
| PRIOR YEAR AMORTIZATION POSTING ADJ | $32,989 |
| AMORTIZATION CARRY FORWARD | $400 |
| ACCRUED INTEREST CARRY FORWARD | $130 |
| AMORTIZATION TAX COST ADJUSTMENT | $48,140 |
| ROUNDING ADJ FOR SALES AND TRANSACTIONS | $8 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRANTMAKING FEES | Desc |
| Revenue And Expenses Per Books | $104,194 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $104,194 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,056 | $1,056 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $3,727 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $57,230 | $0 | $0 |
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