HOWARD & NELL E MILLER FOUNDATION 53795-4: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- HOWARD & NELL E MILLER FOUNDATION 53795-4 (EIN 25-6305933)
- Tax period
- 2013-06-01 to 2014-05-31
- Filed
- 2015-01-14
- IRS object ID
- 201520149349100302
- Schema version
- 2013v4.0
- 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
- All Oth Prog Rltd Investments Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-01-14T09:34:30-06:00 | ReturnTs |
| Tax Period End | 2014-05-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 256305933 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOWARD & NELL E MILLER FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MILL | BusinessNameControlTxt |
| Phone | 4127620861 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O PNC BANK 620 LIBERTY AVE NO | AddressLine1 |
| Address Line2 | 10THFL | AddressLine2 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 152222705 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN W ALRUTZ | PersonNm |
| Person Title | ASSISTANT VICE-PRESIDENT | PersonTitleTxt |
| Phone | 4127620861 | PhoneNum |
| Signature | 2015-01-14 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | 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 | $7,744,916 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $42 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $42 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $138,766 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $138,774 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $680,223 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,115,631 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $692,849 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $105 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $819,136 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $831,665 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $75,143 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $43,586 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $31,557 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,334 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $126 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $11,897 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,861 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $7,036 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $95,374 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $48,573 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $38,593 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $289,850 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $289,850 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $385,224 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $48,573 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $328,443 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $433,912 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $783,092 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $197,250 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $124,332 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $124,332 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,836,860 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,419,989 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,236,700 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,984,861 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,977,850 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $3,127,769 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,066,609 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,406,034 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,161,879 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,595,791 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,744,916 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $5,706,247 | CapitalStockBOYAmt |
| Capital Stock EOY | $6,521,665 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $455,632 | RetainedEarningBOYAmt |
| Retained Earning EOY | $74,126 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,161,879 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,595,791 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,161,879 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,595,791 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,161,879 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $433,912 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,595,791 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,595,791 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| CLASS ACTION SETTLEMENTS | P | $131 | $47 | $84 | $84 |
| SALES OF PUBLICLY TRADED SECURITIES | $5,113,228 | $4,422,866 | $690,362 | $690,362 | |
| CAPITAL GAINS DIVIDENDS | P | $2,403 | $2,403 | $2,403 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $692,849 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $373,855 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,021,610 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.053243 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $336,421 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,778,435 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049631 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $272,347 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,572,609 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.041437 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $294,955 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,094,001 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048401 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $249,452 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,956,449 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.041879 | DistributionYr5Rt |
| Total Distribution | 0.234591 | TotalDistributionRt |
| Average Distribution | 0.046918 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,431,489 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $348,671 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $7,831 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $356,502 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $328,443 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $15,662 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $15,662 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $15,662 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,208 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $9,742 | AppliedToEsTaxAmt |
| Total Payments And Credits | $17,950 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,288 | OverpaymentAmt |
| Applied To ES Tax | $2,288 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | PNCSITES.COM/PNCFOUNDATION/CHARITABLE_TRUSTS.HTML | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PNC BANK NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4127620861 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 620 LIBERTY AVENUE 10TH FL | AddressLine1 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 152222705 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| NECT Filing In Lieu OF Form1041 | Yes (X) | NECTFilingInLieuOFForm1041Ind |
| Tax Exempt Interest | $0 | TaxExemptInterestAmt |
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| PNC BANK NA | ||||||||
| 620 LIBERTY AVENUE | PITTSBURGH | PA | 15222 | CO-TRUSTEE | 9.00 | $51,531 | $0 | $0 |
| THOMAS M MULROY ESQ | ||||||||
| 2829 SHAMROCK DRIVE | ALLISON PARK | PA | 151013148 | CO-TRUSTEE | 3.00 | $11,806 | $0 | $0 |
| JOHN PILLAR | ||||||||
| PO BOX 14823 | PITTSBURGH | PA | 152340823 | CO-TRUSTEE | 3.00 | $11,806 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,544,659 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,544,659 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,544,659 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $113,170 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,431,489 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $371,574 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $371,574 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,662 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,662 | TotalTaxAmt |
| Distributable Before Adj | $355,912 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $355,912 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $355,912 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $328,443 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $328,443 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $328,443 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $355,912 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $255,382 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $328,443 | QualifyingDistributionsAmt |
| Applied To Year1 | $255,382 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $73,061 | 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 | $282,851 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
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 | AddressLine1 |
| Address Line2 | FLOOR | AddressLine2 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 15222 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4127628162 | RecipientPhoneNum |
| Form And Info And Materials | SEE WEBSITE: WWW.PNCSITES.COM/PNCFOUNDATION/CHARITABLE_TRUSTS.HTML FOR CONTACT INFORMATION, APPLICATION, SUBMISSION GUIDLINES AND DEADLINES. ORGANIZATIONS INTERESTED IN SUBMITTING A GRANT PROPOSAL ARE URGED TO CONTACT THE CHARITABLE TRUST GRANT REVIEW COMMITTEE PRIOR TO SUBMITTING. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE WEBSITE: WWW.PNCSITES.COM/PNCFOUNDATION/CHARITABLE_TRUSTS.HTML FOR SPECIFIC INFORMATION. | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE WEBSITE: WWW.PNCSITES.COM/PNCFOUNDATION/CHARITABLE_TRUSTS.HTML FOR SPECIFIC INFORMATION. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BACH CHOIR OF PITTSBURGH | |||||||
| 1108 S BRADDOCK AVENUE | PITTSBURGH | PA | 15218 | NONE | PC | 2013-2014 CONCERT SERIES | $5,000 |
| BIG BROTHERS BIG SISTERS OF GREATER PITTSBURGH | |||||||
| 5989 PENN CIRCLE NORTH | PITTSBURGH | PA | 152063828 | NONE | PC | MENTORING CHILDREN OF PRISONERS | $5,000 |
| CARNEGIE MUSEUM OF ART | |||||||
| 4400 FORBES AVENUE | PITTSBURGH | PA | 15213 | NONE | PC | MUSEUM BASED LEARNING | $15,000 |
| CENTER FOR VICTIMS | |||||||
| 410 NINTH AVENUE | MCKEESPORT | PA | 15132 | NONE | PC | CHILD ADVOCACY AND THERAPY DEP | $10,000 |
| EAST LIBERTY FAMILY HEALTH CARE CENTER | |||||||
| 7171 CHURCHLAND STREET | PITTSBURGH | PA | 15206 | NONE | PC | ELFHCC CARE MANAGER NURSE | $10,000 |
| FRICK ART AND HISTORICAL CENTER | |||||||
| 7227 REYNOLDS AVENUE | PITTSBURGH | PA | 15208 | NONE | PC | YOUTH EDUCATION PROGRAMS | $10,000 |
| GIRL SCOUTS OF WESTERN PENNSYLVANIA | |||||||
| 30 ISABELLA STREET | PITTSBURGH | PA | 15212 | NONE | PC | CAMP REDWING CAPITAL IMPROVEMENTS | $10,000 |
| GLADE RUN LUTHERAN SERVICES | |||||||
| P O BOX 70 | ZELIENOPLE | PA | 16063 | NONE | PC | GLADE RUN ADVENTURES | $10,000 |
| SALTWORKS THEATRE COMPANY | |||||||
| 569 N NEVILLE STREET | PITTSBURGH | PA | 15213 | NONE | PC | DRUG AND ALCOHOL USE PREVENTION | $10,000 |
| SHEPHERD'S HEART FELLOWSHIP | |||||||
| 13 PRIDE STREET | PITTSBURGH | PA | 15219 | NONE | PC | GENERAL OPERATING EXPENSES DROP IN CENTER & SHUTTLE | $10,000 |
| SPINA BIFIDA ASSOCIATION OF WESTERN PA | |||||||
| 1158 DUTILH ROAD | MARS | PA | 16046 | NONE | PC | SBAWP FIREFLY CAMPS AND RETREAT | $5,000 |
| STRONG WOMEN STRONG GIRLS | |||||||
| 1901 CENTRE AVENUE | PITTSBURGH | PA | 15219 | NONE | PC | 2013-2014 AFTERSCHOOL PROGRAM | $10,000 |
| THE CHILDREN'S HOME OF PITTSBURGH | |||||||
| 5324 PENN AVENUE | PITTSBURGH | PA | 15224 | NONE | PC | ADOPTION SCHOLARSHIPS | $5,000 |
| THE EARLY LEARNING INSTITUTE | |||||||
| 2510 BALDWICK ROAD | PITTSBURGH | PA | 15205 | NONE | PC | HELPING HAND CLIENT AID & PROG | $5,000 |
| WESLEY SPECTRUM SERVICES | |||||||
| 221 PENN AVENUE | WILKINSBURG | PA | 15221 | NONE | PC | ARTS FOR STUDENTS WITH AUTISM | $10,000 |
| ANGELS' PLACE | |||||||
| 2615 NORWOOD AVENUE | PITTSBURGH | PA | 15214 | NONE | PC | KITCHEN/DINING ROOM RENOVATION | $7,850 |
| BRADDOCK REDUX | |||||||
| 416 LIBRARY STREET | BRADDOCK | PA | 15104 | NONE | PC | BRADDOCK YOUTH PROJECT | $18,000 |
| CARNEGIE INSTITUTE | |||||||
| ONE ALLEGHENY AVENUE | PITTSBURGH | PA | 15212 | NONE | PC | SCITECH FIELD TRIPS | $15,000 |
| CHATHAM BAROQUE | |||||||
| 100 43RD STREET | PITTSBURGH | PA | 15201 | NONE | PC | PEANUT BUTTER & JAM | $7,500 |
| EMMAUS COMMUNITY OF PITTSBURGH | |||||||
| 2821 SARAH STREET | PITTSBURGH | PA | 15203 | NONE | PC | RESIDENTIAL PROGRAM | $15,000 |
| FAMILY HOUSE INC | |||||||
| 5001 BAUM BLVD SUITE 545 | PITTSBURGH | PA | 15213 | NONE | PC | FAMILY ASSISTANCE PROGRAM | $7,500 |
| FOCUS ON RENEWAL | |||||||
| 701 CHARTIERS AVENUE | MCKEES ROCKS | PA | 15136 | NONE | PC | DANCE PROGRAMMING | $10,000 |
| GREATER PITTSBURGH COMMUNITY FOOD BANK | |||||||
| 1 NORTH LINDEN STREET | DUQUESNE | PA | 15110 | NONE | PC | GENERAL OPERATING EXPENSES | $10,000 |
| GWEN'S GIRLS | |||||||
| 711 WEST COMMONS STREET | PITTSBURGH | PA | 15212 | NONE | PC | VAN | $7,500 |
| HAZELWOOD INITIATIVE | |||||||
| 5344 SECOND AVENUE | PITTSBURGH | PA | 15207 | NONE | PC | HOUSING DEVELOPMENT FUND | $10,000 |
| JUST HARVEST EDUCATION FUND | |||||||
| 16 TERMINAL WAY | PITTSBURGH | PA | 15219 | NONE | PC | FRESH ACCESS EXPANSION | $7,500 |
| METHODIST UNION OF SOCIAL AGENCIES | |||||||
| P O BOX 433 | HOMESTEAD | PA | 15120 | NONE | PC | SWIMMING PROGRAM | $5,000 |
| NORTHSIDE LEADERSHIP CONFERENCE | |||||||
| 4 ALLEGHENY CENTER | PITTSBURGH | PA | 15212 | NONE | PC | YOUTH EMPLOYMENT TRAINING | $10,000 |
| OUTREACH TEEN & FAMILY SERVICES | |||||||
| 666 WASHINGTON ROAD | PITTSBURGH | PA | 15228 | NONE | PC | PARENTING PROGRAM | $9,000 |
| THE PITTSBURGH PROJECT | |||||||
| 2801 N CHARLES STREET | PITTSBURGH | PA | 15214 | NONE | PC | LEADERS IN TRAINING | $10,000 |
| VILLA ST JOSEPH OF BADEN INC | |||||||
| 1030 STATE STREET | BADEN | PA | 15005 | NONE | PC | REHABILITATION EQUIPMENT | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $289,850 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $42 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $138,766 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $680,223 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| CLASS ACTION PROCEEDS | 14 | $84 |
| RETURN OF CAPITAL | 14 | $21 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $819,136 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $819,136 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
| Amt | $0 | Amt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $1,984,861 | EOYBookValueAmt |
| EOYFMV | $1,977,850 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $2,419,989 | EOYBookValueAmt |
| EOYFMV | $3,236,700 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS-FIXED INCOME | AT COST | $562,488 | $560,973 |
| MUTUAL FUNDS-EQUITY | AT COST | $1,504,121 | $1,845,061 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MAP MANAGER FEE | $4,860 | $4,860 | $0 |
| PROCESSING FEE | $1 | $1 | $0 |
| GRANTMAKING FEE | $7,036 | $0 | $7,036 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| CLASS ACTION PROCEEDS | $84 | $84 |
| RETURN OF CAPITAL | $21 | $21 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 2014 ESTIMATED FEDERAL EXCISE TAX | $5,920 | $0 | $0 |
| BALANCE OF 2013 FEDERAL EXCISE TAX | $2,288 | $0 | $0 |
| FOREIGN TAX | $126 | $126 | $0 |
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