J BOWMAN PROPER CHARITABLE TRUST: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- J BOWMAN PROPER CHARITABLE TRUST (EIN 25-1670828)
- Tax period
- 2013-10-01 to 2014-09-30
- Filed
- 2014-11-17
- IRS object ID
- 201423219349100502
- 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
- All Oth Prog Rltd Investments Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-17T06:39:44-06:00 | ReturnTs |
| Tax Period End | 2014-09-30 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 251670828 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | J BOWMAN PROPER CHARITABLE TRUST PNC BANK NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JBOW | BusinessNameControlTxt |
| Phone | 4127628133 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 609 | AddressLine1 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 152309738 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN W ALRUTZ | PersonNm |
| Person Title | ASSISTANT VICE PRESIDENT | PersonTitleTxt |
| Phone | 4127628133 | PhoneNum |
| Signature | 2014-11-14 | 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 | $2,379,520 | 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 | $16 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $16 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $48,294 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $48,294 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $268,732 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,498,725 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $277,047 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $11,512 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $328,554 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $325,357 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $26,714 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $13,357 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $13,357 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,755 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $40 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $13,682 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $13,682 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $45,151 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,397 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $27,039 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $111,126 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $111,126 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $156,277 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,397 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $138,165 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $172,277 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $311,960 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $52,031 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $79,387 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $79,387 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $353,057 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $418,509 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,896,033 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,707,493 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,881,624 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,948,064 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,139,937 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,379,520 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,948,064 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,133,579 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,358 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,948,064 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,139,937 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,948,064 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,139,937 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,948,064 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $172,277 | ExcessRevenueOverExpensesAmt |
| Other Increases | $19,596 | OtherIncreasesAmt |
| Subtotal | $2,139,937 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,139,937 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| SALES OF PUBLICLY TRADED SECURITIES | $1,487,841 | $1,221,690 | $266,151 | $266,151 | |
| CLASS ACTION SETTLEMENTS | $80 | $68 | $12 | $12 | P |
| CAPITAL GAINS DIVIDENDS | $10,884 | $10,884 | $10,884 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $277,047 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $89,441 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,197,700 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.040698 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $88,488 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,065,245 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.042846 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $144,250 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,110,290 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.068356 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $114,135 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,971,657 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.057888 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $81,942 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,758,756 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046591 | DistributionYr5Rt |
| Total Distribution | 0.256379 | TotalDistributionRt |
| Average Distribution | 0.051276 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,351,767 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $120,589 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,120 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $123,709 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $138,165 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $3,120 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,120 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,120 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,600 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,600 | TotalPaymentsAndCreditsAmt |
| Overpayment | $480 | OverpaymentAmt |
| Applied To ES Tax | $480 | 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 | 4127628133 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 620 LIBERTY AVENUE | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PNC BANK NA | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 609 | AddressLine1 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 152309738 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 5.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $26,714 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $2,387,581 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,387,581 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,387,581 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $35,814 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,351,767 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $117,588 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $117,588 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,120 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,120 | TotalTaxAmt |
| Distributable Before Adj | $114,468 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $11,500 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $125,968 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $125,968 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $138,165 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $138,165 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,120 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $135,045 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $125,968 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $36,069 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $138,165 | QualifyingDistributionsAmt |
| Applied To Year1 | $36,069 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $102,096 | 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 | $23,872 | 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 | 4127687587 | RecipientPhoneNum |
| Form And Info And Materials | SEE WEBSITE: WWW.PNCSITES.COM/PNCFOUNDATION/CHARITABLE_TRUSTS.HTML FOR CONTACT INFORMATION, APPLICATION, SUBMISSION GUIDELINES 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 (19 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BRIDGE BUILDERS COMMUNITY | |||||||
| PO BOX 374 | OIL CITY | PA | 16301 | NONE | PC | ALL SIXTH GRADE STUDENTS FIELD TRIP | $2,060 |
| BRIDGE BUILDERS COMMUNITY | |||||||
| PO BOX 374 | OIL CITY | PA | 16301 | NONE | PC | PROPER SCHOLARSHIPS | $11,250 |
| WEST HICKORY UNITED METHODIST CHURCH | |||||||
| PO BOX 31 3509 MAIN STREET | HICKORY | PA | 16370 | NONE | PC | FURNACE REPLACEMENT AND MOLD ERADICATION PROJECT | $2,000 |
| OIL REGION ALLIANCE OF BUSINESS | |||||||
| 217 ELM STREET | OIL CITY | PA | 16301 | NONE | PC | PURCHASE OF OFFICE COPIER | $2,000 |
| OIL REGION ALLIANCE OF BUSINESS | |||||||
| 217 ELM STREET | OIL CITY | PA | 16301 | NONE | PC | 2014 ADA CURB/RAMP PROJECT - ENGINEERING FOR INSTALLATION OF CURB RAMPS | $17,600 |
| TIONESTA PRESBYTERIAN CHURCH | |||||||
| 219 ELM STREET PO BOX 119 | TIONESTA | PA | 16353 | NONE | PC | 2014 SUMMER CAMPGROUND MINISTRY PROGRAM | $2,500 |
| TIONESTA PRESBYTERIAN CHURCH | |||||||
| 219 ELM STREET PO BOX 119 | TIONESTA | PA | 16353 | NONE | PC | BACK PACK PROGRAM | $5,000 |
| FOREST COUNTY INDUSTRIAL DEVELOPMENT CORPORATION | |||||||
| PO BOX 426 | TIONESTA | PA | 16365 | NONE | PC | 400 BLOCK PARKING LOT IMPROVEMENTS | $3,500 |
| FOREST COUNTY INDUSTRIAL DEVELOPMENT CORPORATION | |||||||
| PO BOX 426 | TIONESTA | PA | 16365 | NONE | PC | MARKET VILLAGE ENTERTAINMENT | $1,500 |
| FOREST COUNTY INDUSTRIAL DEVELOPMENT CORPORATION | |||||||
| PO BOX 426 | TIONESTA | PA | 16365 | NONE | PC | ALLEGHENY ART AND CULTURE CORRIDOR | $2,000 |
| FOREST COUNTY INDUSTRIAL DEVELOPMENT CORPORATION | |||||||
| PO BOX 426 | TIONESTA | PA | 16365 | NONE | PC | GROOMING OF BOROUGH RECREATIONAL ASSETS | $3,000 |
| FOREST COUNTY INDUSTRIAL DEVELOPMENT CORPORATION | |||||||
| PO BOX 426 | TIONESTA | PA | 16365 | NONE | PC | TIONESTA INDIAN FESTIVAL | $5,000 |
| FOREST COUNTY INDUSTRIAL DEVELOPMENT CORPORATION | |||||||
| PO BOX 426 | TIONESTA | PA | 16365 | NONE | PC | TIONESTA BEACH PAVILION ELECTRIC UPGRADE | $12,000 |
| FOREST COUNTY INDUSTRIAL DEVELOPMENT CORPORATION | |||||||
| PO BOX 426 | TIONESTA | PA | 16365 | NONE | PC | TIONESTA VISITORS CENTER ENERGY SAVINGS | $4,716 |
| FOREST AREA ARTS COUNCIL | |||||||
| PO BOX 445 | MARIENVILLE | PA | 16239 | NONE | PC | TIONESTA PUBLIC SCULPTURE #1 | $3,000 |
| FOCUS ON FOREST'S FUTURE INC | |||||||
| 613 ELM STREET | TIONESTA | PA | 16353 | NONE | PC | 2014 FFF SUMMER DAY CAMP PROGRAM | $8,000 |
| FOCUS ON FOREST'S FUTURE INC | |||||||
| 613 ELM STREET | TIONESTA | PA | 16353 | NONE | PC | AWESOME PROGRAM AFTER SCHOOL PROGRAM | $15,000 |
| FOCUS ON FOREST'S FUTURE INC | |||||||
| 613 ELM STREET | TIONESTA | PA | 16353 | NONE | PC | FCCLA NATIONAL COMPETITION | $3,000 |
| FOCUS ON FOREST'S FUTURE INC | |||||||
| 613 ELM STREET | TIONESTA | PA | 16353 | NONE | PC | LASER ENGRAVER FOR WEST FOREST HIGH SCHOOL | $8,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $111,126 | 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 REFUND | Desc |
| Related Or Exempt Function Incm | $11,500 | RelatedOrExemptFunctionIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $48,294 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $268,732 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION PROCEEDS | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $317,054 | ExclusionAmt |
| Related Or Exempt Function Incm | $11,500 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $328,554 | 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 | RETURNED GRANT FROM PRIOR YEAR-FAILURE TO USE FUNDS FOR STATED PURPOSE | 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 |
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 Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCK | StockNm |
| EOY Book Value | $353,057 | EOYBookValueAmt |
| EOYFMV | $418,509 | EOYFMVAmt |
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 | $534,480 | $544,881 |
| MUTUAL FUNDS - EQUITIES | AT COST | $1,169,127 | $1,332,965 |
| OTHER | AT COST | $0 | $0 |
| LIMITED PARTNERSHIPS | AT COST | $3,886 | $3,778 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRANT MAKING FEE | Desc |
| Revenue And Expenses Per Books | $13,682 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $13,682 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| GRANT REFUND | $11,500 | $11,500 |
| CLASS ACTION PROCEEDS | $12 | $12 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DIFFERENCE BETWEEN TAX COST AND CARRYING VALUE | Description |
| Amount | $19,596 | Amount |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PRIOR YEAR EXCISE TAX BALANCE DUE | $1,115 | $0 | $0 |
| ESTIMATED EXCISE TAX PAID FOR 9/30/14 | $3,600 | $0 | $0 |
| FOREIGN TAXES PAID | $40 | $40 | $0 |
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