MORRIS AND GERTRUDE HARRIS FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- MORRIS AND GERTRUDE HARRIS FOUNDATION (EIN 25-6508058)
- Tax period
- 2014-11-01 to 2015-10-31
- Filed
- 2016-01-22
- IRS object ID
- 201640229349100504
- 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 Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-01-22T09:00:16-06:00 | ReturnTs |
| Tax Period End | 2015-10-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 256508058 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MORRIS AND GERTRUDE HARRIS FOUNDATIO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MORR | BusinessNameControlTxt |
| Phone | 4127629161 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PNC BANK NA 620 LIBERTY AVENUE 10 | 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 | 2016-01-22 | 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 | $4,017,965 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $82,194 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $82,194 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $278,189 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,562,767 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $278,189 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $9,801 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $370,184 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $360,383 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $50,538 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $25,269 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $25,269 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,599 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $199 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $2,155 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $2,155 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $56,292 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,468 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $27,424 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $165,242 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $165,242 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $221,534 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,468 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $192,666 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $148,650 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $334,915 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $115,066 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $39,492 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $39,492 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $1,294,741 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,408,006 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,894,660 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,898,353 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,974,072 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,083,813 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,308,160 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,421,570 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,017,965 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $3,265,593 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,382,078 | CapitalStockEOYAmt |
| Retained Earning BOY | $42,567 | RetainedEarningBOYAmt |
| Retained Earning EOY | $39,492 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,308,160 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,421,570 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,308,160 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,421,570 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,308,160 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $148,650 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,456,810 | SubtotalAmt |
| Other Decreases | $35,240 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,421,570 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (61 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 200. HELMERICH & PAYNE INC COM | 2013-02-26 | 2014-11-18 | $15,665 | $12,740 | $2,925 | $2,925 | |
| 440. QUANTA SVCS INC | 2014-03-28 | 2014-12-22 | $12,021 | $16,221 | -$4,200 | -$4,200 | |
| 70. DISCOVER FINANCIAL W/I | 2014-10-01 | 2015-01-26 | $3,940 | $4,472 | -$532 | -$532 | |
| 320. DISCOVER FINANCIAL W/I | 2012-08-31 | 2015-01-26 | $18,011 | $12,392 | $5,619 | $5,619 | |
| 1410. REGIONS FINANCIAL CORP | 2013-07-03 | 2015-01-26 | $12,738 | $13,888 | -$1,150 | -$1,150 | |
| 800. GENERAL ELEC CO COM | 1995-05-12 | 2015-02-05 | $19,560 | $14,223 | $5,337 | $5,337 | |
| 160. UNITED RENTALS INC COM | 2014-09-12 | 2015-02-05 | $14,317 | $18,640 | -$4,323 | -$4,323 | |
| 330. GILEAD SCIENCES INC COM | 2014-06-27 | 2015-02-11 | $33,125 | $27,471 | $5,654 | $5,654 | |
| 260. AMERICAN EXPRESS CO | 2010-02-23 | 2015-02-18 | $20,741 | $10,061 | $10,680 | $10,680 | |
| 50. BOEING CO | 2012-08-31 | 2015-02-24 | $7,716 | $3,566 | $4,150 | $4,150 | |
| 20. LOCKHEED MARTIN CORP | 2013-11-25 | 2015-02-24 | $4,120 | $2,826 | $1,294 | $1,294 | |
| 200. SOUTHWEST AIRLINES COM | 2014-06-27 | 2015-02-24 | $9,012 | $5,416 | $3,596 | $3,596 | |
| 180. EASTMAN CHEM CO | 2014-06-27 | 2015-03-03 | $13,324 | $15,566 | -$2,242 | -$2,242 | |
| 150. LYONDELLBASELL INDUSTRIES N.V. ISIN NL0009434992 SEDOL B3SPXZ3 | 2014-09-22 | 2015-03-03 | $12,888 | $16,948 | -$4,060 | -$4,060 | |
| 180. EOG RES INC | 2013-07-26 | 2015-03-19 | $15,972 | $13,133 | $2,839 | $2,839 | |
| 100. SKYWORKS SOLUTIONS INC COM | 2014-03-28 | 2015-03-27 | $9,731 | $3,707 | $6,024 | $6,024 | |
| 90. NXP SEMICONDUCTORS ISIN NL0009538784 SEDOL B505PN7 | 2013-11-27 | 2015-03-27 | $8,859 | $3,805 | $5,054 | $5,054 | |
| 500. MICRON TECHNOLOGY INC | 2014-10-01 | 2015-03-30 | $13,305 | $16,920 | -$3,615 | -$3,615 | |
| 310. ROYAL CARRIBEAN CRUISES LTD SEDOL 2754907 ISIN LR0008862868 | 2014-08-15 | 2015-04-27 | $22,306 | $19,291 | $3,015 | $3,015 | |
| 370. PACKAGING CORP OF AMERICA COM | 2014-03-20 | 2015-04-29 | $25,270 | $26,604 | -$1,334 | -$1,334 | |
| 187.891 GOLDMAN SACHS GRTH OPPOR INSTIT CLASS | 2014-12-05 | 2015-05-05 | $5,327 | $5,195 | $132 | $132 | |
| 843.204 GOLDMAN SACHS GRTH OPPOR INSTIT CLASS | 2013-01-14 | 2015-05-05 | $23,905 | $21,719 | $2,186 | $2,186 | |
| 400. ISHARES TR RUSSELL MIDCAP VALUE INDEX FD | 2013-01-09 | 2015-05-05 | $29,825 | $20,632 | $9,193 | $9,193 | |
| 2800. ISHARES TR RUSSELL1000VAL | 2013-01-09 | 2015-05-05 | $293,412 | $212,715 | $80,697 | $80,697 | |
| 1000. ISHARES TR RUSSELL 1000 GROWTH INDEX FD | 2013-10-17 | 2015-05-05 | $99,920 | $79,640 | $20,280 | $20,280 | |
| 226.195 MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND CLASS I | 2014-12-10 | 2015-05-05 | $4,454 | $4,386 | $68 | $68 | |
| 3582.845 MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND CLASS I | 2013-09-19 | 2015-05-05 | $70,546 | $67,255 | $3,291 | $3,291 | |
| 370. PROCTER & GAMBLE CO | 1995-07-07 | 2015-05-05 | $29,607 | $6,302 | $23,305 | $23,305 | |
| 50. ACE LIMITED NAME CHG 01/15/16 SEE H1467J104 | 2014-12-22 | 2015-05-15 | $5,423 | $5,761 | -$338 | -$338 | |
| 190. ACE LIMITED NAME CHG 01/15/16 SEE H1467J104 | 2014-04-11 | 2015-05-15 | $20,606 | $18,795 | $1,811 | $1,811 | |
| 450. DELTA AIR LINES INC | 2013-07-26 | 2015-05-29 | $19,363 | $9,645 | $9,718 | $9,718 | |
| 200. UNION PAC CORP COM | 2012-03-06 | 2015-05-29 | $20,236 | $10,525 | $9,711 | $9,711 | |
| 130. QUALCOMM | 2015-03-27 | 2015-06-05 | $8,874 | $8,758 | $116 | $116 | |
| 310. QUALCOMM | 2012-03-06 | 2015-06-05 | $21,161 | $19,235 | $1,926 | $1,926 | |
| 460. SOUTHWEST AIRLINES COM | 2014-06-27 | 2015-06-17 | $15,560 | $12,457 | $3,103 | $3,103 | |
| 90. AETNA INC NEW | 2013-05-31 | 2015-07-15 | $10,401 | $5,558 | $4,843 | $4,843 | |
| 60. CIGNA CORP | 2014-07-16 | 2015-07-15 | $9,368 | $5,645 | $3,723 | $3,723 | |
| 120. SKYWORKS SOLUTIONS INC COM | 2014-03-28 | 2015-07-15 | $12,053 | $4,448 | $7,605 | $7,605 | |
| 90. NXP SEMICONDUCTORS ISIN NL0009538784 SEDOL B505PN7 | 2013-11-27 | 2015-07-15 | $8,362 | $3,805 | $4,557 | $4,557 | |
| 11010.547 PIMCO FDS PAC INVT MGMT SER TOTAL RETURN FD INSTL CL | 2009-09-28 | 2015-07-17 | $117,152 | $125,000 | -$7,848 | -$7,848 | |
| 4501.508 PIMCO UNCONSTRAINED BOND FUND INSTITUTIONAL CLASS | 2013-09-13 | 2015-07-17 | $50,507 | $50,192 | $315 | $315 | |
| 120. 3M COMPANY COM | 2015-03-19 | 2015-07-22 | $18,641 | $19,829 | -$1,188 | -$1,188 | |
| 150. POLARIS INDS INC | 2013-01-09 | 2015-07-28 | $20,638 | $13,148 | $7,490 | $7,490 | |
| 960. HANESBRANDS INC - W/I | 2014-03-17 | 2015-08-12 | $27,596 | $17,839 | $9,757 | $9,757 | |
| 149. SKYWORKS SOLUTIONS INC COM | 2014-03-28 | 2015-08-12 | $12,961 | $5,523 | $7,438 | $7,438 | |
| 370. ALLSTATE CORP | 2014-10-17 | 2015-08-14 | $23,464 | $22,415 | $1,049 | $1,049 | |
| 370. CONOCOPHILLIPS | 2013-09-13 | 2015-08-14 | $18,453 | $26,816 | -$8,363 | -$8,363 | |
| 30. CONOCOPHILLIPS | 2014-08-15 | 2015-08-14 | $1,496 | $2,417 | -$921 | -$921 | |
| 150. BECTON DICKINSON & CO | 2013-03-15 | 2015-08-21 | $21,363 | $13,823 | $7,540 | $7,540 | |
| 68. CIGNA CORP | 2014-07-16 | 2015-08-27 | $9,386 | $6,398 | $2,988 | $2,988 | |
| 53. MCKESSON HBOC INC COMMN | 2013-11-04 | 2015-08-27 | $10,510 | $8,458 | $2,052 | $2,052 | |
| 170. BERKSHIRE HATHAWAY INC CLASS B | 2015-01-26 | 2015-09-14 | $22,241 | $25,390 | -$3,149 | -$3,149 | |
| 107. MCKESSON HBOC INC COMMN | 2013-11-04 | 2015-09-15 | $21,402 | $17,055 | $4,347 | $4,347 | |
| 80. CONSTELLATION BRANDS INC CL A | 2014-06-27 | 2015-09-18 | $10,295 | $7,011 | $3,284 | $3,284 | |
| 263. KROGER CO | 2014-05-08 | 2015-09-18 | $9,693 | $6,122 | $3,571 | $3,571 | |
| 90. DISNEY WALT CO | 2014-03-10 | 2015-10-20 | $9,884 | $7,384 | $2,500 | $2,500 | |
| 440. VOYA FINL INC COM | 2015-02-18 | 2015-10-20 | $17,689 | $19,221 | -$1,532 | -$1,532 | |
| 131. WYNDHAM WORLDWIDE CORP | 2013-03-25 | 2015-10-20 | $9,883 | $8,677 | $1,206 | $1,206 | |
| 2670.94 MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND CLASS I | 2013-09-19 | 2015-10-21 | $50,000 | $50,134 | -$134 | -$134 | |
| 10526.316 T ROWE PRICE SHORTTERM BD FD INC | 2010-08-25 | 2015-10-21 | $50,000 | $51,360 | -$1,360 | -$1,360 | |
| CAPITAL GAIN DIVIDENDS | $28,489 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $278,189 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $160,705 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,954,349 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04064 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $163,460 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,601,608 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.045385 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $158,369 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,345,870 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047333 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $139,003 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,153,605 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.044077 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $129,636 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,921,129 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.044379 | DistributionYr5Rt |
| Total Distribution | 0.221814 | TotalDistributionRt |
| Average Distribution | 0.044363 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,091,041 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $181,491 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,349 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $184,840 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $192,666 | 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 | $3,349 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,349 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,349 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,800 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $0 | AppliedToEsTaxAmt |
| Total Payments And Credits | $6,800 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,451 | OverpaymentAmt |
| Applied To ES Tax | $1,676 | AppliedToESTaxAmt |
| Refund | $1,775 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PNC BANK NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4127629161 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 620 LIBERTY AVENUE | 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 |
|---|---|---|---|---|---|---|
| BRUCE F RUDOY | ||||||
| 107 MAYFAIR DRIVE | PITTSBURGH | PA | 152281144 | CO-TRUSTEE | 2 | $8,125 |
| PNC BANK NA | ||||||
| 620 LIBERTY AVENUE | PITTSBURGH | PA | 152309738 | CO-TRUSTEE | 8 | $42,413 |
| 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 | $4,153,341 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,153,341 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,153,341 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $62,300 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,091,041 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $204,552 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $204,552 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,349 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,349 | TotalTaxAmt |
| Distributable Before Adj | $201,203 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $201,203 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $201,203 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $192,666 | 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 | $192,666 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,349 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $189,317 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $201,203 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $165,242 | 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 | $192,666 | QualifyingDistributionsAmt |
| Applied To Year1 | $165,242 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $27,424 | 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 | $173,779 | 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 | JOAN MASTREAN PNC BANK | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 PNC PLAZA 7TH FL 620 LIBERTY AV | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152222705 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4127622175 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATION FORMS ARE AVAILABLE FROM THE UNIVERSITY OF PITTSBURGH SCHOOL OF MEDICINE, OFFICE OF FINANCIAL AID. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEPTEMBER 1ST. | SubmissionDeadlinesTxt |
| Restrictions On Awards | SCHOLARSHIPS ARE PRIMARILY AWARDED TO MEDICAL STUDENTS OF THE JEWISH RELIGION, WHO ARE ATTENDING THE UNIV OF PITTSBURGH SCHOOL OF MEDICINE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF PITTSBURGH | BusinessNameLine1Txt |
| Business Name Line2 | SCHOOL OF MEDICINE | BusinessNameLine2Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 518 SCAIFE HALL | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15261 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | 2014-2015 SCHOLARSHIP | GrantOrContributionPurposeTxt |
| Amt | $165,242 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $165,242 | 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 | $82,194 | 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 | $278,189 | 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 | $370,184 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $370,184 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS - FIXED | AT COST | $688,851 | $678,096 |
| MUTUAL FUNDS - EQUITY | AT COST | $1,285,221 | $1,405,717 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIFF BETWEEN TAX COST AND CARRYING VALUE | Desc |
| Amt | $35,240 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER NON-ALLOCABLE EXPENSE - | Desc |
| Revenue And Expenses Per Books | $2,155 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,155 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $199 | $199 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $3,400 | $0 | $0 |
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