HOWARD & NELL E MILLER FOUNDATION 53795-4: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- HOWARD & NELL E MILLER FOUNDATION 53795-4 (EIN 25-6305933)
- Tax period
- 2012-06-01 to 2013-05-31
- Filed
- 2013-07-08
- IRS object ID
- 201301899349100100
- Schema version
- 2012v2.1
- 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
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-07-08T06:36:37-05:00 | Timestamp |
| Tax Period End Date | 2013-05-31 | TaxPeriodEndDate |
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-06-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 256305933 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOWARD & NELL E MILLER FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MILL | NameControl |
| Phone | 4127620861 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN W ALRUTZ | Name |
| Title | ASSISTANT VICE-PRESIDENT | Title |
| Phone | 4127620861 | Phone |
| Date Signed | 2013-07-08 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| NECT | X | NECT |
| FMV Assets EOY | 7298744 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 44 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 44 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 164049 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 164138 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 481148 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 2970210 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 470228 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 4183 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 3 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 649424 | TotalRevenueAndExpenses |
| Total Net Investment Income | 634413 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 68568 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 41175 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 27393 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 700 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 700 | AccountingFeesDsbrsChrtblPrps |
| Interest Net Invst Incm | 14 | InterestNetInvstIncm |
| Taxes Rev And Expnss | 1982 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 182 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 4264 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 4264 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 75514 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 45635 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 28093 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 351650 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 351650 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 427164 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 45635 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 379743 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 222260 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 588778 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 92956 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 197250 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 197250 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 2955026 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 2836860 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 3726534 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 2890762 | InvestmentsOtherBOY |
| Investments Other EOY | 3127769 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 3374960 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 5938744 | TotalAssetsBOY |
| Total Assets EOY | 6161879 | TotalAssetsEOY |
| Total Assets EOYFMV | 7298744 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 5562693 | CapitalStockBOY |
| Capital Stock EOY | 5706247 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 376051 | RetainedEarningsBOY |
| Retained Earnings EOY | 455632 | RetainedEarningsEOY |
| Total Net Assets BOY | 5938744 | TotalNetAssetsBOY |
| Total Net Assets EOY | 6161879 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 5938744 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 6161879 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 5938744 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 222260 | ExcessOfRevenueOverExpenses |
| Other Increases | 3874 | OtherIncreases |
| Subtotal | 6164878 | Subtotal |
| Other Decreases | 2999 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 6161879 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (5 entries)
| Description Of AssetDescriptionOfAsset | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | How AcquiredHowAcquired |
|---|---|---|---|---|---|
| SALES OF PUBLICLY TRADED SECURITIES | 2959160 | 2501804 | 457356 | 457356 | |
| CASH & STOCK MERGERS | 5271 | 3554 | 1717 | 1717 | P |
| CLASS ACTION SETTLEMENTS | 67 | 45 | 22 | 22 | P |
| KKR PARTNERSHIP | 83 | 83 | 83 | P | |
| CAPITAL GAINS DIVIDENDS | 11050 | 11050 | 11050 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 470228 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 336421 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 6778435 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.049631 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 272347 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 6572609 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.041437 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 294955 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 6094001 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.048401 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 249452 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 5956449 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.041879 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 366042 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 7859554 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.046573 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.227921 | TotalDistributionRatio |
| Average Distribution Ratio | 0.045584 | AverageDistributionRatio |
| Net Noncharitable Assets | 7021610 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 320073 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 5888 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 325961 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 379743 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 5888 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 5888 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 5888 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 3600 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 3600 | TotalCreditsAndPayments |
| Tax Due | 2288 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | PA | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | PNCSITES.COM/PNCFOUNDATION/CHARITABLE_TRUSTS.HTML | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PNC BANK NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 4127620861 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 | X | NECTFilingInLieuOFForm1041 |
| Tax Exempt Interest Received | 0 | TaxExemptInterestReceived |
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 1 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | 0 | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| PNC BANK NA | ||||||||
| 620 LIBERTY AVENUE | PITTSBURGH | PA | 15222 | CO-TRUSTEE | 9.00 | 49026 | 0 | 0 |
| THOMAS M MULROY ESQ | ||||||||
| 2829 SHAMROCK DRIVE | ALLISON PARK | PA | 151013148 | CO-TRUSTEE | 3.00 | 9771 | 0 | 0 |
| JOHN PILLAR | ||||||||
| PO BOX 14823 | PITTSBURGH | PA | 152340823 | CO-TRUSTEE | 3.00 | 9771 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
| Expenses1 | 0 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
| Amount1 | 0 | Amount1 |
| All Oth Prog Rltd Investments Total | 0 | AllOthProgRltdInvestmentsTotal |
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 7128538 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 0 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 7128538 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 7128538 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 106928 | CashDeemedCharitable |
| Net Noncharitable Assets | 7021610 | NetNoncharitableAssets |
| Minimum Investment Return | 351081 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 351081 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 5888 | TaxBasedOnInvestmentIncome |
| Total Tax | 5888 | TotalTax |
| Distributable Amount Before Adj | 345193 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 345193 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 345193 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 379743 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 379743 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 5888 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 373855 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 345193 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 289932 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 379743 | QualifyingDistributions |
| Applied To Year1 | 289932 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 89811 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 255382 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | THOMAS M MULROY | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2829 SHAMROCK DRIVE | AddressLine1 |
| City | ALLISON PARK | City |
| State | PA | State |
| ZIP Code | 151013148 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 4124713300 | RecipientPhoneNumber |
| Form And Info And Materials | COMMON GRANT FORM AVAILABLE FROM GRANTMAKERS OF WESTERN PENNSYLVANIA - WWW.GWPA.ORG | FormAndInfoAndMaterials |
| Submission Deadlines | APRIL 1ST AND OCTOBER 1ST | SubmissionDeadlines |
| Restrictions On Awards | GRANTS ARE MADE FOR SUCH QUALIFIED CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY OR EDUCATIONAL PURPOSES AS THE TRUSTEES IN THEIR SOLE DISCRETION DEEM ADVISABLE TO ELIGIBLE ORGANIZATIONS SERVING SOUTHWESTERN PA. GENERALLY GRANTS DO NOT EXCEED $15,000 PER DONEE. GRANTS FOR SPECIFIC CAPITAL ITEMS AND MATCHING GIFTS ARE FAVORED. MULTI-YEAR PROPOSALS ARE DISCOURAGED. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (39 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ACHIEVA | |||||||
| 711 BINGHAM STREET | PITTSBURGH | PA | 15203 | NONE | PUBLIC CHARITY | COMMUNITY CAPITAL CAMPAIGN | $10,000 |
| ANGEL'S PLACE INC | |||||||
| 2615 NORWOOD AVENUE | PITTSBURGH | PA | 15214 | NONE | PUBLIC CHARITY | FAMILY SUPPORT SPECALIST | $10,000 |
| BIG BROTHERS BIG SISTERS OF GREATER PITTSBURGH | |||||||
| 5989 PENN CIRCLE SOUTH | PITTSBURGH | PA | 152063828 | NONE | PUBLIC CHARITY | MENTORING PROGRAM CHILDREN OF PRISONERS | $10,000 |
| BRADDOCK REDUX | |||||||
| 416 LIBRARY STREET | BRADDOCK | PA | 15104 | NONE | PUBLIC CHARITY | BRADDOCK YOUTH PROJECT | $10,000 |
| BRADDOCK REDUX | |||||||
| 416 LIBRARY STREET | BRADDOCK | PA | 15104 | NONE | PUBLIC CHARITY | BRADDOCK YOUTH PROJECT COMMUNITY CAFE | $15,650 |
| CARNEGIE INSTITUTE | |||||||
| 4400 FORBES AVENUE | PITTSBURGH | PA | 152134080 | NONE | PUBLIC CHARITY | WARHOL AT WESTINGHOUSE ARTIST RESIDENCE/ART EDUCATION | $15,000 |
| CARNEGIE INSTITUTE | |||||||
| THE ANDY WARHOL MUSEUM | PITTSBURGH | PA | 15212 | NONE | PUBLIC CHARITY | SCHOOL FIELD TRIPS | $15,000 |
| CENTER OF LIFE | |||||||
| 161 HAZELWOOD AVE | PITTSBURGH | PA | 15207 | NONE | PUBLIC CHARITY | SUMMER EMPLOYMENT | $10,000 |
| CHATHAM BAROQUE INC | |||||||
| 100 FORTY-THIRD STREET | PITTSBURGH | PA | 15201 | NONE | PUBLIC CHARITY | PEANUT BUTTER AND JAM SESSIONS | $10,000 |
| CIRCLE C YOUTH AND FAMILY | |||||||
| 2121 NOBLESTOWN ROAD | PITTSBURGH | PA | 15205 | NONE | PUBLIC CHARITY | CAPITAL IMPROVEMENTS | $5,000 |
| CROSSROADS FOUNDATION | |||||||
| 2915 WEBSTER AVENUE | PITTSBURGH | PA | 15219 | NONE | PUBLIC CHARITY | ACADEMIC/COLLEGE/CAREER PREP | $10,000 |
| EMMAUS COMMUNITY OF PITTSBURGH INC | |||||||
| 2821 SARAH STREET | PITTSBURGH | PA | 15203 | NONE | PUBLIC CHARITY | RESPITE AND RESIDENTIAL SERVICE | $15,000 |
| FAMILY GUIDANCE | |||||||
| 307 DUFF RD | SEWICKLEY | PA | 15143 | NONE | PUBLIC CHARITY | LAMP MENTORING PARTNERSHIP | $10,000 |
| FOCUS ON RENEWAL STO-ROX NEIGHBORHOOD CORP | |||||||
| 701 CHARTIERS AVENUE | MCKEES ROCK | PA | 15136 | NONE | PUBLIC CHARITY | DANCE SCHOLARSHIPS | $7,500 |
| FUND FOR ADVANCEMENT OF MINORITIES THROUGH EDUCATION | |||||||
| 6031 BROAD ST STE 200 | PITTSBURGH | PA | 15206 | NONE | PUBLIC CHARITY | COLLEGE PREPARATORY PROGRAMS | $8,000 |
| GATEWAY TO THE ARTS | |||||||
| 6101 PENN AVENUE | PITTSBURGH | PA | 15206 | NONE | PUBLIC CHARITY | ARTIST RESIDENCE IN SCHOOLS | $10,000 |
| GIRL SCOUTS WESTERN PENNSYLVANIA | |||||||
| 30 ISABELLA STREET | PITTSBURGH | PA | 15212 | NONE | PUBLIC CHARITY | CAMP REDWING CAPITAL IMPROVEMENTS | $5,000 |
| GLADE RUN LUTHERAN SERVICES | |||||||
| PO BOX 70 | ZELIENOPLE | PA | 16063 | NONE | PUBLIC CHARITY | GLADE RUN ADVENTURES | $10,000 |
| GREATER PITTSBURGH COMMINUTY FOOD BANK | |||||||
| 1 NORTH LINDEN STREET | DUQUESNE | PA | 15110 | NONE | PUBLIC CHARITY | GENERAL OPERATING | $10,000 |
| GWEN'S GIRLS | |||||||
| 711 WEST COMMONS STREET | PITTSBURGH | PA | 15212 | NONE | PUBLIC CHARITY | VAN | $10,000 |
| HERITAGE COMMUNITY INITIATIVES | |||||||
| 820 BRADDOCK AVENUE | BRADDOCK | PA | 15104 | NONE | PUBLIC CHARITY | WORKLINK | $10,000 |
| HUMAN SERVICES CENTER CORPORATION | |||||||
| 519 PENN AVENUE | TURTLE CREEK | PA | 15145 | NONE | PUBLIC CHARITY | YOUTH - LIFE PROGRAM | $10,000 |
| IMANI CHRISTIAN ACADEMY | |||||||
| 235 EASTGATE DRIVE | PITTSBURGH | PA | 15235 | NONE | PUBLIC CHARITY | AFTER-SCHOOL REMEDIATION PROGRAM | $10,000 |
| LIGHT OF LIFE RESCUE MISSION | |||||||
| PO BOX 6823 | PITTSBURGH | PA | 15212 | NONE | PUBLIC CHARITY | WOMEN & CHILDREN'S PROGRAM | $10,000 |
| OUTREACH TEEN AND FAMILY SERVICES | |||||||
| 666 WASHINGTON RD | PITTSBURGH | PA | 15228 | NONE | PUBLIC CHARITY | SUBSIDIZED COUNSELING | $5,000 |
| PAULINE AUBERLE FOUNDATION | |||||||
| 1101 HARTMAN STREET | MCKEESPORT | PA | 151321500 | NONE | PUBLIC CHARITY | VOCATIONAL PROGRAMS | $10,000 |
| PITTSBURGH OPERA THEATER INC | |||||||
| 286 MAIN STREET | PITTSBURGH | PA | 15201 | NONE | PUBLIC CHARITY | HIGH AND MIDDLE SCHOOL OUTREACH | $5,000 |
| PITTSBURGH SYMPHONY INC | |||||||
| HEINZ HALL | PITTSBURGH | PA | 15222 | NONE | PUBLIC CHARITY | SCHOOL TIME AND TINY TOTS PROGRAM | $10,000 |
| PITTSBURGH YOUTH LEADERSHIP INC | |||||||
| 1034 FIFTH AVENUE | PITTSBURGH | PA | 15219 | NONE | PUBLIC CHARITY | BICYCLE PROGRAMS | $5,000 |
| ROSEDALE BLOCK CLUSTER INC | |||||||
| 7810 TIOGA STREET | PITTSBURGH | PA | 15208 | NONE | PUBLIC CHARITY | EMPLOYMENT & TRAINING PROGRAM | $10,000 |
| SALTWORKS THEATRE COMPANY | |||||||
| 569 N NEVILLE ST | PITTSBURGH | PA | 15213 | NONE | PUBLIC CHARITY | DRUG & ALCOHOL/BULLY PREVENTION PROGRAMMING | $5,000 |
| SISTERS OF SAINT JOSEPH OF BADEN | |||||||
| 1020 STATE STREET | BADEN | PA | 15005 | NONE | PUBLIC CHARITY | ANTI-HUMAN TRAFFCKING COALITIO | $2,500 |
| SPINA BIFIDA ASSOCIATION | |||||||
| 1158 DUTILH ROAD | MARS | PA | 16046 | NONE | PUBLIC CHARITY | SBAWP FIREFLY CAMPS/RETREATS | $5,000 |
| THE MON VALLEY INITIATIVE | |||||||
| 305 EAST 8TH AVENUE | HOMESTEAD | PA | 15120 | NONE | PUBLIC CHARITY | MVI WORKFORCE & BUS. DEV. | $5,000 |
| THE PITTSBURGH PROJECT | |||||||
| 2801 N CHARLES ST | PITTSBURGH | PA | 15214 | NONE | PUBLIC CHARITY | LEADERS-IN-TRAINING PROG. | $10,000 |
| THREE RIVERS YOUNG PEOPLES | |||||||
| 212 NINTH ST STE 401 | PITTSBURGH | PA | 15222 | NONE | PUBLIC CHARITY | 2012-2013 SEASON | $5,000 |
| UNIVERSITY OF PITTSBURGH | |||||||
| 1617 CATHEDRAL OF LEARNING | PITTSBURGH | PA | 15206 | NONE | PUBLIC CHARITY | SHAKESPEARE-IN-THE-SCHOOLS | $10,000 |
| VILLA ST JOSEPH OF BADEN INC | |||||||
| 1030 STATE STREET | BADEN | PA | 15005 | NONE | PUBLIC CHARITY | TWO LIFTS | $8,000 |
| YOUTHWORKS INC | |||||||
| 401 WOOD STREET | PITTSBURGH | PA | 15222 | NONE | PUBLIC CHARITY | HIRE ME-YOUTH EMPLOYMENT PROGRAM | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 351650 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $44 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $164,049 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $38 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $481,148 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed (3 entries)
| DescriptionDescription | Exclusion CodeExclusionCode | ExclusionExclusionAmount |
|---|---|---|
| CLASS ACTION PROCEEDS | 14 | $23 |
| PROCEEDS FROM CASH & STOCK MERGER | 14 | $1,291 |
| FEDERAL EXCISE TAX REFUND | 14 | $2,831 |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $649,424 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 649424 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE | Category |
| Amount | $700 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 700 | DisbursementsCharitablePrps |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Oth Prog Rltd Investments AllOthProgRltdInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | N/A | Description |
| Amount | $0 | Amount |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | CORPORATE STOCKS | NameOfStock |
| EOY Book Value | 2836860 | EOYBookValue |
| EOYFMV | 3726534 | EOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (2 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| MUTUAL FUNDS-FIXED INCOME | AT COST | 2379267 | 2452847 |
| MUTUAL FUNDS-EQUITY | AT COST | 748502 | 922113 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DELIVERED 75 SHS EATON CORP RE: MANDATORY MERGER | Description |
| Amount | $2,999 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| MAP MANAGER FEE | 4228 | 4228 | 0 |
| PROCESSING FEE | 36 | 36 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (6 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| PARTNERSHIP DISTRIBUTIONS | 38 | 0 | 38 |
| ROYALTIES FROM PARTNERSHIP K-1 | 1 | ||
| KKR ORDINARY BUSINESS INCOME | 2 | ||
| CLASS ACTION PROCEEDS | 23 | 23 | |
| PROCEEDS FROM CASH & STOCK MERGER | 1291 | 1291 | |
| FEDERAL EXCISE TAX REFUND | 2831 | 2831 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | REC'D 75 SHS EATON CORP RE; MANDATORY MERGER | Description |
| Amount | $3,874 | Amount |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| ESTIMATED FEDERAL EXCISE TAX | $1,800 | 0 | 0 |
| FOREIGN TAX WITHHELD | $182 | 182 | 0 |
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