A J & SIGISMUNDA PALUMBO CHARITABLE TR 35008-5: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- A J & SIGISMUNDA PALUMBO CHARITABLE TR 35008-5 (EIN 25-6168159)
- Tax period
- 2013-04-01 to 2014-03-31
- Filed
- 2014-08-25
- IRS object ID
- 201412379349100206
- Schema version
- 2013v3.0
- 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
- Schedule B
- All Oth Prog Rltd Investments Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-08-25T13:41:26-05:00 | ReturnTs |
| Tax Period End | 2014-03-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 256168159 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | A J AND SIGISMUNDA PALUMBO | BusinessNameLine1 |
| Business Name Line2 | CHARITABLE TRUST #35008-5 | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PALU | BusinessNameControlTxt |
| Phone | 4127629161 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PNC BANK NA 620 LIBERTY AVENUE 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 | 4127625689 | PhoneNum |
| Signature | 2014-08-25 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $54,213,111 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,950,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $192 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $192 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $951,669 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $951,670 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,829,089 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $16,253,994 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,645,394 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $7,941 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $486 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,738,891 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,597,742 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $146,452 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $103,089 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $43,363 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $120,362 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $8,425 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $111,937 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $34,222 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $2,396 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $31,826 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,814 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,814 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $121,779 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $121,212 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $567 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $43,756 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,748 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $10,051 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $704 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $9,347 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $18,402 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,288 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $17,114 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $362 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $362 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $53,123 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $54,187 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $13,365 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $552,323 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $298,049 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $231,695 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,697,891 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,697,891 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,250,214 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $298,049 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,929,586 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,488,677 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,299,693 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $417 | CashBOYAmt |
| Cash EOY | $947 | CashEOYAmt |
| Cash EOYFMV | $947 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,997,170 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,699,772 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,699,772 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $18,684,960 | CorporateStockBOYAmt |
| Corporate Stock EOY | $19,885,369 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $26,650,833 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $230,975 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,697,607 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,690,378 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $19,660,220 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $19,827,478 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $24,171,181 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $40,573,742 | TotalAssetsBOYAmt |
| Total Assets EOY | $43,111,173 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $54,213,111 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $40,292,939 | CapitalStockBOYAmt |
| Capital Stock EOY | $42,715,671 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $417 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $947 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $280,386 | RetainedEarningBOYAmt |
| Retained Earning EOY | $394,555 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $40,573,742 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $43,111,173 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $40,573,742 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $43,111,173 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $40,573,742 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,488,677 | ExcessRevenueOverExpensesAmt |
| Other Increases | $48,754 | OtherIncreasesAmt |
| Subtotal | $43,111,173 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $43,111,173 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| SALES OF PUBLICLY TRADED SECURITIES | $10,771,831 | $10,771,831 | $0 | $0 | |
| SALES OF PUBLICLY TRADED SECURITIES | $10,420,554 | $8,639,728 | $1,780,826 | $1,780,826 | |
| HATTERAS CORE FUND | $399,222 | $336,929 | $62,293 | $62,293 | P |
| SMITHFIELD - SALES OF PUBLICLY TRADED SECURITIES | $5,376,670 | $4,682,483 | $694,187 | $694,187 | |
| CLASS ACTION SETTLEMENTS | $2,720 | $125 | $2,595 | $2,595 | P |
| CAPITAL GAINS DIVIDENDS | $105,493 | $105,493 | $105,493 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,645,394 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,465,220 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $43,072,231 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.057235 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,175,601 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $38,237,245 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.056897 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,819,432 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $34,758,904 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052344 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,618,822 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $31,666,497 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051121 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,096,686 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $34,044,774 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.032213 | DistributionYr5Rt |
| Total Distribution | 0.249810 | TotalDistributionRt |
| Average Distribution | 0.049962 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $51,643,923 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,580,234 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $32,997 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,613,231 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,929,586 | 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 | $32,997 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $32,997 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $32,997 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $54,502 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $54,502 | TotalPaymentsAndCreditsAmt |
| Overpayment | $21,505 | OverpaymentAmt |
| Applied To ES Tax | $16,498 | AppliedToESTaxAmt |
| Refund | $5,007 | 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 | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.PALUMBOCHARITABLETRUST.ORG | 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 | 4127629161 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 620 LIBERTY AVENUE 10TH FLOOR | AddressLine1 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 152222705 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 (10 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 10TH FLOOR | PITTSBURGH | PA | 152222719 | TRUSTEE | 27.00 | $132,952 | $0 | $0 |
| REX KNISLEY | ||||||||
| ONE FNB BLVD 5TH FLOOR | HERMITAGE | PA | 16148 | TRUSTEE | 1.00 | $1,500 | $0 | $0 |
| P J PALUMBO | ||||||||
| 9171 NORTH 115TH STREET | SCOTTSDALE | AZ | 85259 | TRUSTEE | 1.00 | $1,500 | $0 | $0 |
| D W MEREDITH | ||||||||
| 1018 WATERFORD COURT W | MCMURRAY | PA | 15317 | TRUSTEE | 1.00 | $1,500 | $0 | $0 |
| JOHN W KOWACH | ||||||||
| 49 LOUIS STREET EXT | ST MARYS | PA | 15857 | TRUSTEE | 1.00 | $1,500 | $0 | $0 |
| JOSEPH PALUMBO | ||||||||
| 1103 SOUTH MAIN STREET | DUBOIS | PA | 15801 | TRUSTEE | 1.00 | $1,500 | $0 | $0 |
| ROBERT Y KOPF JR | ||||||||
| 20 STANWIX STREET SUITE 650 | PITTSBURGH | PA | 152224801 | TRUSTEE | 1.00 | $1,500 | $0 | $0 |
| DAVID A RICCHUITO | ||||||||
| 2295 SALEM DRIVE | PITTSBURGH | PA | 15237 | TRUSTEE | 1.00 | $1,500 | $0 | $0 |
| DONALD FLEMING | ||||||||
| 26 RAILROAD STREET | ST MARYS | PA | 15857 | TRUSTEE | 1.00 | $1,500 | $0 | $0 |
| ROBERT ORDIWAY | ||||||||
| 206 ELM ROAD | ST MARYS | PA | 15857 | TRUSTEE | 1.00 | $1,500 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN W KOWACH | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1659 ROUTE 228 SUITE 4 | AddressLine1 |
| City | CRANBERRY | City |
| State | PA | State |
| ZIP Code | 16066 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $87,600 | CompensationAmt |
| Employee Benefits | $20,505 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SMITHFIELD TRUST COMPANY | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 STANWIX STREET | AddressLine1 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 15222 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $121,169 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | NONE | 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 | $52,430,379 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $52,430,379 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $52,430,379 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $786,456 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $51,643,923 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,582,196 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,582,196 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $32,997 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $32,997 | TotalTaxAmt |
| Distributable Before Adj | $2,549,199 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $1,680 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,550,879 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,550,879 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,929,586 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,929,586 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $32,997 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,896,589 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,550,879 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $285,248 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $285,248 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,929,586 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,550,879 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $378,707 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $663,955 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $663,955 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $285,248 | ExcessFromYear1Amt |
| Excess From Current Year | $378,707 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JOHN W KOWACH EXECUTIVE DIRECTOR OF | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1659 ROUTE 228 SUITE 4 | AddressLine1 |
| City | CRANBERRY | City |
| State | PA | State |
| ZIP Code | 16066 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7247789984 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATION PROCEDURE SHOULD BE REQUESTED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NOVEMBER 30TH | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (71 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACHIEVA | |||||||
| 711 BINGAM STREET | PITTSBURGH | PA | 15203 | NONE | PUBLIC | FAMILY SUPPORT SERVICES | $25,000 |
| ANGEL'S PLACE | |||||||
| 2615 NORWOOD AVENUE | PITTSBURGH | PA | 15214 | NONE | PUBLIC | PROGRAM SUPPORT | $10,000 |
| ARSENAL FAMILY & CHILDREN'S CENTER | |||||||
| 336 S AIKEN AVENUE | PITTSBURGH | PA | 15232 | NONE | PUBLIC | PROGRAM SUPPORT | $15,000 |
| BIG BROTHERBIG SISTER OF GREATER PITTSBURGH | |||||||
| 5989 PENN CIRCLE SOUTH | PITTSBURGH | PA | 15206 | NONE | PUBLIC | PROGRAM SUPPORT | $10,000 |
| BUHL PARK CORPORATION | |||||||
| 730 FORKER BLVD | SHARON | PA | 16146 | NONE | PUBLIC | PROGRAM SUPPORT | $25,000 |
| BUTLER CATHOLIC SCHOOL | |||||||
| 515 E LOCUST STREET | BUTLER | PA | 16001 | NONE | SCHOOL | PROGRAM SUPPORT | $25,000 |
| CARLOW UNIVERSITY | |||||||
| 3333 FIFTH AVENUE | PITTSBURGH | PA | 15213 | NONE | SCHOOL | PROGRAM SUPPORT | $50,000 |
| CASA OF ALLEGHENY COUNTY | |||||||
| 564 FORBES AVENUE | PITTSBURGH | PA | 15219 | NONE | PUBLIC | PROGRAM SUPPORT | $5,000 |
| CATHOLIC HOSPICE | |||||||
| 6200 BROOKTREE ROAD | WEXFORD | PA | 15090 | NONE | PUBLIC | PROGRAM SUPPORT | $50,000 |
| CATHOLIC RURAL MINISTRIES | |||||||
| 472 SARTWELL CREEK ROAD | PORT ALLEGANY | PA | 16743 | NONE | PUBLIC | PROGRAM SUPPORT | $10,000 |
| CHILDREN'S HOSPITAL OF PITTSBURGH FOUNDATION | |||||||
| 4401 PENN AVENUE | PITTSBURGH | PA | 15224 | NONE | PUBLIC | PROJECT SUPPORT | $50,000 |
| COMMUNITY EDUCATION COUNCIL | |||||||
| 4 ERIE AVENUE SUITE 200 | ST MARYS | PA | 15857 | NONE | SCHOOL | PROJECT SUPPORT | $32,000 |
| COMMUNITY LIVING AND SUPPORT SERVICES | |||||||
| 4638 CENTRE AVENUE | PITTSBURGH | PA | 15213 | NONE | PUBLIC | PROGRAM SUPPORT | $25,000 |
| COMMUNITY NURSES INC | |||||||
| 757 JOHNSONBURG ROAD | ST MARYS | PA | 15857 | NONE | PUBLIC | HOME TELEHEALTH MONITORING | $95,925 |
| CRANBERRY TOWNSHIP COMMUNITY CHEST | |||||||
| 2525 ROCHESTER ROAD STE 400 | CRANBERRY | PA | 16066 | NONE | PUBLIC | PROGRAM SUPPORT | $10,000 |
| CRAY YOUTH AND FAMILY SERVICES | |||||||
| 332 HIGHLAND AVENUE | NEW CASTLE | PA | 16101 | NONE | PUBLIC | PROGRAM SUPPORT | $25,000 |
| CRIBS FOR KIDS INC | |||||||
| RIVERFRONT PLACE | PITTSBURGH | PA | 15212 | NONE | PUBLIC | PROGRAM SUPPORT | $15,000 |
| DICKINSON MENTAL HEALTH CENTER | |||||||
| 110 LINCOLN STREET | RIDGWAY | PA | 15853 | NONE | PUBLIC | PROGRAM SUPPORT | $92,000 |
| DIOCESE OF ERIE | |||||||
| 429 EAST GRANDVIEW BOULEVARD | ERIE | PA | 16514 | NONE | PUBLIC | PROGRAM SUPPORT AND FAITH FORMATION DAY | $31,500 |
| DUBOIS AREA CATHOLIC SCHOOL | |||||||
| PO BOX 567 | DUBOIS | PA | 15801 | NONE | SCHOOL | TUITION ASSISTANCE & TECH 21 | $68,417 |
| DUBOIS REGIONAL MEDICAL CENTER | |||||||
| PO BOX 447 | DUBOIS | PA | 15801 | NONE | PUBLIC | IMAGING EQUIPMENT | $170,000 |
| DUQUESNE UNIVERSITY | |||||||
| 600 FORBES AVENUE | PITTSBURGH | PA | 15282 | NONE | SCHOOL | CARFANG COMMON UPDATES | $56,090 |
| DUQUESNE UNIVERSITY | |||||||
| 600 FORBES AVENUE | PITTSBURGH | PA | 15282 | NONE | PUBLIC | TEAM RECEPTIVITY TO NEWCOMERS | $50,000 |
| ELK COUNTY CATHOLIC SCHOOL SYSTEM | |||||||
| 134 QUEENS ROAD | ST MARYS | PA | 15857 | NONE | SCHOOL | PROJECT SUPPORT | $150,000 |
| ELK REGIONAL HEALTH CENTER | |||||||
| 763 JOHNSONBURG ROAD | ST MARYS | PA | 15857 | NONE | PUBLIC | EXPANSION & MODERNIZATION | $200,000 |
| EXTRA MILE EDUCATION FOUNDATION INC | |||||||
| 111 BOULEVARD OF THE ALLIES | PITTSBURGH | PA | 15222 | NONE | PUBLIC | SCHOLARSHIP ASSISTANCE | $25,000 |
| FREE MEDICAL CLINIC OF DUBOIS PA | |||||||
| 635-D MAPLE AVENUE | DUBOIS | PA | 15801 | NONE | PUBLIC | CONSTRUCTION PROJECT | $75,000 |
| GANNON UNIVERSITY | |||||||
| 109 UNIVERSITY SQUARE | ERIE | PA | 16541 | NONE | SCHOOL | FIC BUILDING RENOVATION | $50,000 |
| GREATER PITTSBURGH FOOD BANK | |||||||
| 1 NORTH LINCOLN STREET | DUQUESNE | PA | 15110 | NONE | PUBLIC | PROGRAM SUPPORT | $15,000 |
| GUARDIAN ANGEL CENTER | |||||||
| 364 MAIN STREET | KERSEY | PA | 15846 | NONE | PUBLIC | PROGRAM SUPPORT | $15,000 |
| IMMACULATE CONCEPTION CHURCH | |||||||
| 538 MAIN STREET | SUMMERHILL | PA | 15958 | PUBLIC | PROJECT SUPPORT | $25,000 | |
| JUBILEE ASSOCIATION | |||||||
| PO BOX 42251 | PITTSBURGH | PA | 15203 | NONE | PUBLIC | PROGRAM SUPPORT | $10,000 |
| LAROCHE COLLEGE | |||||||
| 9000 BABCOCK BOULEVARD | PITTSBURGH | PA | 15237 | NONE | SCHOOL | REN. THE PALUMBO SCIENCE CENTER | $50,000 |
| LENDING HEARTS | |||||||
| 114 HOODRIDGE DRIVE | PITTSBURGH | PA | 15228 | NONE | PUBLIC | PROGRAM SUPPORT | $15,000 |
| LIGHT OF LIFE MINISTRIES INC | |||||||
| 913 WESTERN AVENUE | PITTSBURGH | PA | 15233 | NONE | PUBLIC | WOMEN AND CHILDREN PROGRAM | $10,000 |
| LINDENPOINTE DEVELOPMENT CORPORATION | |||||||
| 3580 INNOVATION WAY | HERMITAGE | PA | 16148 | NONE | PUBLIC | PROGRAM SUPPORT | $35,000 |
| LITTLE SISTERS OF THE POOR | |||||||
| 1028 BENTON AVENUE | PITTSBURGH | PA | 15212 | NONE | PUBLIC | PROGRAM SUPPORT | $10,000 |
| MAKE-A-WISH FOUNDATION OF GREATER PA AND SW VA | |||||||
| 312 WEST MAHONING STREET | PUNXSTAWNEY | PA | 15767 | NONE | PUBLIC | PROGRAM SUPPORT | $11,700 |
| MAYO CLINIC - ARIZONA | |||||||
| 13400 EAST SHEA BOULEVARD | SCOTTSDALE | AZ | 85259 | NONE | HOSPITAL | PROJECT SUPPORT | $50,000 |
| MAYO CLINIC - ROCHESTER MN | |||||||
| 200 FIRST STREET SW | ROCHESTER | MN | 55095 | NONE | HOSPITAL | JANE MATSUMOTO, M.D. | $20,000 |
| MERCYHURST UNIVERSITY | |||||||
| 501 E 38TH STREET | ERIE | PA | 16546 | NONE | SCHOOL | RENOVATIONS TO THE CHAPEL | $50,000 |
| MOUNT ALOYSIUS COLLEGE | |||||||
| 7373 ADMIRAL PEARY HIGHWAY | CRESSON | PA | 16630 | NONE | SCHOOL | MICROSCOPES FOR LABS | $50,000 |
| NORTH HILLS AFFORDABLE HOUSING | |||||||
| 8035 MCKNIGHT ROAD | PITTSBURGH | PA | 15237 | NONE | PUBLIC | BUILDING RENOVATION FOR SHALER FACILITY | $8,000 |
| PARKINSON FOUNDATION OF WESTERN PENNSYLVANIA | |||||||
| 3468 BABCOCK BOULEVARD | PITTSBURGH | PA | 15237 | NONE | PUBLIC | PROGRAM SUPPORT | $30,000 |
| PENN STATE DUBOIS | |||||||
| COLLEGE PLACE | DUBOIS | PA | 15801 | NONE | SCHOOL | PALUMBO SCHOLARSHIP AT PENN STATE DUBOIS CAMPUS | $40,000 |
| PITTSBURGH SYMPHONY ORCHESTRA | |||||||
| 600 PENN AVENUE | PITTSBURGH | PA | 15222 | NONE | PUBLIC | PROGRAM SUPPORT | $10,000 |
| PRINCE OF PEACE | |||||||
| PO BOX 89 | FARRELL | PA | 16121 | NONE | PUBLIC | PROGRAM SUPPORT | $25,000 |
| PROVIDENCE HEIGHTS ALPHA SCHOOL | |||||||
| 9000 BABCOCK BOULEVARD | ALLISON PARK | PA | 15101 | NONE | SCHOOL | TECHNOLOGY NEEDS FOR THE STEM CURRICULUM | $25,000 |
| RONALD MC DONALD HOUSE | |||||||
| 850 SECOND STREET SW | ROCHESTER | MN | 55902 | NONE | PUBLIC | ANNUAL OPERATIONS SUPPORT | $15,000 |
| SACRED HEART CHURCH | |||||||
| 325 CENTER STREET | ST MARYS | PA | 15857 | NONE | CHURCH | BUILDING RENOVATION | $50,000 |
| SAINT VINCENT COLLEGE | |||||||
| 300 FRASER PURCHASE ROAD | LATROBE | PA | 15650 | NONE | SCHOOL | PROJECT SUPPORT | $50,000 |
| SALVATION ARMY - WESTERN PA DIV | |||||||
| 700 NORTH BELL AVENUE | CARNEGIE | PA | 15106 | NONE | PUBLIC | ARK OF LEARNING | $5,000 |
| SETON CATHOLIC SCHOOL | |||||||
| 385 PINE STREET | MEADVILLE | PA | 16335 | NONE | SCHOOL | PROJECT SUPPORT | $25,000 |
| SHRINERS HOSPITAL FOR CHILDREN | |||||||
| 1645 W EIGHTH STREET | ERIE | PA | 16505 | NONE | PUBLIC | PROGRAM SUPPORT | $92,759 |
| SOUTHWINDS INC | |||||||
| SCOTT TOWN CENTER | PITTSBURGH | PA | 15220 | NONE | PUBLIC | PROGRAM SUPPORT | $2,500 |
| SPINA BIFIDA ASSOCIATION OF WESTERN PA | |||||||
| 1158 DUTILH ROAD | MARS | PA | 16046 | NONE | PUBLIC | PROGRAM SUPPORT | $20,000 |
| ST FRANCIS UNIVERSITY | |||||||
| PO BOX 600 | STEUBENVILLE | OH | 15940 | NONE | PUBLIC | ENHANCEMENTS TO THE ENGINEERING LABS | $50,000 |
| ST MARY'S CHURCH | |||||||
| 139 CHURCH STREET | ST MARYS | PA | 15857 | NONE | PUBLIC | BUILDING UPGRADES | $17,000 |
| ST MARY'S RECREATION BOARD | |||||||
| PO BOX 1994 | ST MARYS | PA | 15857 | NONE | PUBLIC | CAPITAL IMPROVEMENTS | $95,000 |
| ST PAUL OF THE CROSS MONASTERY | |||||||
| 148 MONASTERY AVENUE | PITTSBURGH | PA | 15203 | NONE | CHURCH | PROGRAM SUPPORT | $10,000 |
| ST THERESA OF AVILA SCHOOL | |||||||
| 800 AVILA COURT | PITTSBURGH | PA | 15237 | NONE | SCHOOL | PROGRAM SUPPORT | $25,000 |
| SUZANNE POHLAND PATERNO CATHOLIC STUDENT FAITH CENTER | |||||||
| 205C PASQUERILLA SPIRITUAL CTR | UNIVERSITY PARK | PA | 16802 | NONE | PUBLIC | PROGRAM SUPPORT | $25,000 |
| THE CHILDREN'S INSTITUTE OF PITTSBURGH | |||||||
| 1405 SHADY AVENUE | PITTSBURGH | PA | 15217 | NONE | PUBLIC | PROGRAM SUPPORT | $130,000 |
| THE NEIGHBORHOOD ACADEMY | |||||||
| 709 NORTH AIKEN AVENUE | PITTSBURGH | PA | 15206 | NONE | PUBLIC | AFTER SCHOOL - ARTS CONNECTION & ATHLETIC PROGRAMS | $50,000 |
| THE WOODLANDS FOUNDATION | |||||||
| 134 SHENOT ROAD | WEXFORD | PA | 15090 | NONE | PUBLIC | STAFF TRAINING | $10,000 |
| TICKETS FOR KIDS FOUNDATION | |||||||
| 139 FREEPORT ROAD SUITE 100 | PITTSBURGH | PA | 15215 | NONE | PUBLIC | NEW TECHNOLOGY PLATFORM | $10,000 |
| VILLA ST JOSEPH | |||||||
| 1030 STATE STREET | BADEN | PA | 15005 | NONE | PUBLIC | PROGRAM SUPPORT | $25,000 |
| VINCENTIAN COLLABORATIVE SYSTEM | |||||||
| 2965 WINCHESTER DRIVE | PITTSBURGH | PA | 15220 | NONE | SCHOOL | PROGRAM SUPPORT | $10,000 |
| WOMEN'S CENTER AND SHELTER OF PITTSBURGH | |||||||
| PO BOX 924 | PITTSBURGH | PA | 15224 | NONE | PUBLIC | PROGRAM SUPPORT | $10,000 |
| YMCA OF FRANKLIN AND GROVE CITY | |||||||
| 543 EAST MAIN STREET EXTENSION | GROVE CITY | PA | 16127 | NONE | PUBLIC | PROGRAMMING EXPANSION | $10,000 |
| ZOOLOGICAL SOCIETY OF PITTSBURGH | |||||||
| ONE WILD PLACE | PITTSBURGH | PA | 15206 | NONE | PUBLIC | DREAM NIGHT | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,697,891 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRANT RETURNED | Desc |
| Related Or Exempt Function Incm | $1,680 | RelatedOrExemptFunctionIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $192 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $951,669 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,829,089 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| FEDERAL EXCISE TAX REFUND | 14 | $3,445 |
| CLASS ACTION PROCEEDS | 14 | $2,595 |
| REFUND OF HARTFORD INS POLICY | 14 | $221 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,787,211 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,680 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,788,891 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1A | LineNumberTxt |
| Relationship Statement | UNUSED PORTION OF PRIOR YEARS GRANT RETURNED | RelationshipStatementTxt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ANTONIO J PALUMBO 121602 | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 620 LIBERTY AVENUE 10TH FLOOR | AddressLine1 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 15236 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,950,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | 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 | $1,697,607 | EOYBookValueAmt |
| EOYFMV | $1,690,378 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE STOCKS | $8,603,382 | $12,673,582 |
| SMITHFIELD EQUITIES | $11,281,987 | $13,977,251 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS FIXED | AT COST | $7,248,046 | $7,206,614 |
| MUTUAL FUNDS EQUITY | AT COST | $7,259,041 | $10,091,843 |
| LIMITED PARTNERSHIPS | AT COST | $2,668,027 | $3,273,860 |
| SMITHFIELD ALTN INVESTMENTS | AT COST | $2,652,364 | $3,598,864 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ATTORNEY FEES | CategoryTxt |
| Legal Fees | $3,814 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,814 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MAP MANAGER FEES | $30,935 | $30,935 | $0 |
| MISCELLANEOUS ADMINISTRATIVE EXPENSES | $8,635 | $8,635 | $0 |
| ADR FEES | $10 | $10 | $0 |
| PROCESSING FEE ON FOREIGN DIVIDENDS | $178 | $178 | $0 |
| WORKERS COMP INSURANCE POLICY | $5,416 | $0 | $5,416 |
| PREMIERE GLOBAL SERVICES - CONFERENCE CALLS | $1,521 | $0 | $1,521 |
| CCI CONSOLIDATED COMMUNICATIONS | $1,819 | $0 | $1,819 |
| OFFICE SUPPLIES | $2,551 | $0 | $2,551 |
| MEALS | $694 | $0 | $694 |
| GRANTMAKERS WEBSITE FEE | $197 | $0 | $197 |
| ANNUAL MEMBERSHIP NATL CATHOLIC EDU | $175 | $0 | $175 |
| TRUSTEE WORKSHOP | $992 | $0 | $992 |
| HATTERAS INVESTMENT EXPENSES | $0 | $14,429 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER PORTFOLIO INCOME FROM SMITHFIELD | $486 | ||
| GRANT RETURNED | $1,680 | $1,680 | |
| FEDERAL EXCISE TAX REFUND | $3,445 | $3,445 | |
| CLASS ACTION PROCEEDS | $2,595 | $2,595 | |
| REFUND OF HARTFORD INS POLICY | $221 | $221 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| RECEIPT DUE TO MANDATORY MERGER, PERRIGO | $47,945 |
| SMITHFIELD TRUST CARRYING VALUE ADJUSTMENT | $809 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SMITHFIELD TRUST COMPANY | $121,169 | $121,169 | $0 |
| SUREPAYROLL FEES | $610 | $43 | $567 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANTONIO J PALUMBO TR 121602 | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 620 LIBERTY AVENUE | AddressLine1 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 152222705 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ESTIMATED FEDERAL EXCISE TAX PAID | $43,100 | $0 | $0 |
| FOREIGN TAX PAID | $656 | $6,748 | $0 |
Comments