CORINNE R & HENRY BOWER MEM TR: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- CORINNE R & HENRY BOWER MEM TR (EIN 23-6205062)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-04-29
- IRS object ID
- 201511199349100121
- Schema version
- 2014v5.0
- 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 Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-04-29T09:01:00-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 236205062 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CORINNE R & HENRY BOWER MEMORIAL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BOWE | BusinessNameControlTxt |
| Phone | 4127622950 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 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 | 4127622950 | PhoneNum |
| Signature | 2015-04-27 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization4947a1 Trtd PF | Yes (X) | Organization4947a1TrtdPFInd |
| FMV Assets EOY | $805,650 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $18,865 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $18,865 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $295,543 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $793,716 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $295,543 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $314,408 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $314,408 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $5,192 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $4,673 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $519 | 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 | $403 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $43 | 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 | $2,332 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $2,332 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,927 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,716 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,851 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $31,810 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $31,810 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $39,737 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,716 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $34,661 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $274,671 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $309,692 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $8,045 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $34,974 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $34,974 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $506,978 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $758,054 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $770,676 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $515,023 | TotalAssetsBOYAmt |
| Total Assets EOY | $793,028 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $805,650 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $515,023 | CapitalStockBOYAmt |
| Capital Stock EOY | $788,114 | CapitalStockEOYAmt |
| Retained Earning EOY | $4,914 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $515,023 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $793,028 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $515,023 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $793,028 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $515,023 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $274,671 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,339 | OtherIncreasesAmt |
| Subtotal | $793,033 | SubtotalAmt |
| Other Decreases | $5 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $793,028 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (22 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 43.148 BLACKROCK S&P 500 STOCK MA | 2008-05-19 | 2014-10-22 | $10,000 | $7,403 | $2,597 | $2,597 | |
| 408.831 BLACKROCK FUNDS EQUITY DIVIDEND INSTITUTIONAL | 2010-09-02 | 2014-10-22 | $10,000 | $6,402 | $3,598 | $3,598 | |
| 185.46 T ROWE PRICE GROWTH STOCK FUND | 2002-10-03 | 2014-10-22 | $10,000 | $3,186 | $6,814 | $6,814 | |
| 8.936 BLACKROCK S&P 500 STOCK MA | 2013-12-12 | 2014-11-03 | $2,169 | $1,959 | $210 | $210 | |
| 4.659 BLACKROCK S&P 500 STOCK MA | 2014-07-01 | 2014-11-03 | $1,131 | $1,097 | $34 | $34 | |
| 907.55 BLACKROCK S&P 500 STOCK MA | 2008-05-19 | 2014-11-03 | $220,253 | $152,483 | $67,770 | $67,770 | |
| 137.48 BLACKROCK CORE BOND PORTFOLIO | 2013-12-02 | 2014-11-03 | $1,331 | $1,307 | $24 | $24 | |
| 47.112 BLACKROCK CORE BOND PORTFOLIO | 2014-06-02 | 2014-11-03 | $456 | $456 | |||
| 8553.3 BLACKROCK CORE BOND PORTFOLIO | 1997-09-30 | 2014-11-03 | $82,796 | $81,614 | $1,182 | $1,182 | |
| 8729.794 BLACKROCK FUNDS EQUITY DIVIDEND INSTITUTIONAL | 2010-09-02 | 2014-11-03 | $223,745 | $139,411 | $84,334 | $84,334 | |
| 101.886 BLACKROCK FUNDS EQUITY DIVIDEND INSTITUTIONAL | 2013-12-16 | 2014-11-03 | $2,611 | $2,428 | $183 | $183 | |
| 3775.96 PIMCO FDS PAC INVT MGMT SER TOTAL RETURN FD INSTL CL | 2009-06-01 | 2014-11-03 | $41,271 | $40,193 | $1,078 | $1,078 | |
| 2672.962 T ROWE PRICE GROWTH STOCK FUND | 2002-10-03 | 2014-11-03 | $151,878 | $47,798 | $104,080 | $104,080 | |
| 210. SECTOR SPDR TR SBI BASIC INDS | 2014-11-03 | 2014-12-01 | $10,202 | $10,141 | $61 | $61 | |
| 1. HEALTH CARE SELECT SECTOR ETF LARGE CAP | 2014-11-03 | 2014-12-01 | $70 | $67 | $3 | $3 | |
| 12. SECTOR SPDR TR SBI INT-TECH | 2014-11-03 | 2014-12-01 | $505 | $489 | $16 | $16 | |
| 11.685 MFS VALUE FUND CLASS I | 2014-11-03 | 2014-12-23 | $416 | $410 | $6 | $6 | |
| 16.454 T ROWE PRICE REAL ESTATE FUND FD 122 | 2014-11-03 | 2014-12-23 | $448 | $434 | $14 | $14 | |
| 4. HEALTH CARE SELECT SECTOR ETF LARGE CAP | 2014-11-03 | 2014-12-23 | $273 | $269 | $4 | $4 | |
| 4. SECTOR SPDR TR SBI INT-TECH | 2014-11-03 | 2014-12-23 | $169 | $163 | $6 | $6 | |
| 10. SECTOR SPDR TR SHS BEN INT-UTILITIES | 2014-12-01 | 2014-12-23 | $471 | $463 | $8 | $8 | |
| CAPITAL GAIN DIVIDENDS | $23,521 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $295,543 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $25,805 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $704,160 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.036647 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $28,694 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $635,777 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.045132 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $22,825 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $607,185 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.037592 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $22,925 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $558,428 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.041053 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $32,167 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $497,008 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.064721 | DistributionYr5Rt |
| Total Distribution | 0.225145 | TotalDistributionRt |
| Average Distribution | 0.045029 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $784,607 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $35,330 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,097 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $38,427 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $34,661 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,194 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,194 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,194 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $400 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $0 | AppliedToEsTaxAmt |
| Total Payments And Credits | $400 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $5,794 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | 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 | 4127622950 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 620 LIBERTY AVENUE 10TH FLOOR | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| NECT Filing In Lieu OF Form1041 | Yes (X) | NECTFilingInLieuOFForm1041Ind |
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| JOHN A EICHMAN 3RD ESQ | ||||||
| 1680 ONE PENN CENTER | PHILADELPHIA | PA | 19103 | CO-TRUSTEE | 0 | $0 |
| JOHN A EICHMAN IV ESQ | ||||||
| 1680 ONE PENN CENTER | PHILADELPHIA | PA | 19103 | CO-TRUSTEE | 0 | $0 |
| KATE MOORE | ||||||
| 1984 FOSTER ROAD | HATFIELD | PA | 19440 | CO-TRUSTEE | 0 | $0 |
| PNC BANK N A | ||||||
| 620 LIBERTY AVENUE | PITTSBURGH | PA | 15222 | CO-TRUSTEE | 2 | $5,192 |
| TOM KAIDEN | ||||||
| 1616 WALNUT STREET | PHILADELPHIA | PA | 19103 | CO-TRUSTEE | 0 | $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 | $796,813 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | -$258 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $796,555 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $796,555 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,948 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $784,607 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $39,230 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $39,230 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,194 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,194 | TotalTaxAmt |
| Distributable Before Adj | $33,036 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $33,036 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $33,036 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $34,661 | 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 | $34,661 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $34,661 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $33,036 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $31,810 | 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 | $34,661 | QualifyingDistributionsAmt |
| Applied To Year1 | $31,810 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,851 | 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 | $30,185 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PNC CHARITABLE TRUST GRANT REVIEW C | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PNC BANK 249 FIFTH AVENUE 20TH FL | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4127623413 | RecipientPhoneNum |
| Form And Info And Materials | SEE WEBSITE, PNC.COM FOR APPLICATION SUBMISSION GUIDELINES AND DEADLINES. ORGANIZATIONS INTERESTED IN SUBMITTING A GRANT PROPOSAL MUST SUBMIT A PRELIMINARY LETTER OF INQUIRY, OR MAY CALL. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE WEBSITE: WWW.PNC.COM UNDER SPECIAL SEGMENTS "NON-PROFITS & GOVT INST "SELECT"CHAR TR GRANTS" | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE WEBSITE: WWW.PNC.COM UNDER SPECIAL SEGMENTS "NON-PROFITS & GOVERNMENT INSTITUTIONS-SELECT "CHARITABLE TRUST GRANTS" | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ARDEN THEATER COMPANY | |||||||
| 40 N 2ND STREET | PHILDELPHIA | PA | 19106 | NONE | PC | ARDEN FOR ALL | $5,000 |
| IPRAXIS | |||||||
| 3624 MARKET STREET - 5TH E | PHILADELPHIA | PA | 19104 | NONE | PC | IPRAXIS EDUCATION PROGRAM | $5,000 |
| PHILADELPHIA CHILDREN'S ALLIANCE | |||||||
| 300 E HUNTING PARK AVE | PHILADELPHIA | PA | 19124 | NONE | PC | PSYCHO-EDUCATIONAL SUPPORT | $2,500 |
| RETIRED SENIOR VOLUNTEER PROGRAM | |||||||
| 925 HARVEST DRIVE SUITE 100 | BLUE BELL | PA | 19422 | NONE | PC | MY FREE TUTOR | $9,310 |
| SUPPORTIVE OLDER WOMEN'S NETWORK | |||||||
| 4100 MAIN STREET SUITE 200 | PHILADELPHIA | PA | 191271623 | NONE | PC | GRANDFAMILY RESOURCE CENTER | $5,000 |
| WILMA THEATRE INC | |||||||
| 265 S BROAD STREET | PHILADELPHIA | PA | 19107 | NONE | PC | THE AUDIENCES OF TOMORROW | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $31,810 | 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 | $18,865 | 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 | $295,543 | 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 | $314,408 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $314,408 | 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 | $257,587 | $255,658 |
| MUTUAL FUNDS - EQUITY | AT COST | $500,467 | $515,018 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING ADJ FOR SALES AND TRANSACTIONS | Desc |
| Amt | $5 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRANTMAKING FEES | Desc |
| Revenue And Expenses Per Books | $2,332 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,332 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIFF BETWEEN CARRYING VALUE AND TAX COST | Desc |
| Amt | $3,339 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL ESTIMATES - PRINCIPAL | $360 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $43 | $43 | $0 |
Comments