GILDEA FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- GILDEA FOUNDATION INC (EIN 52-0811730)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-15
- IRS object ID
- 201331359349101963
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-15T14:39:06-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 251031723 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOROVITZ RUDOY & ROTEMAN LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 436 SEVENTH AVENUE SIXTH FLOOR | AddressLine1 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 152191853 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 520811730 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GILDEA FOUNDATION INC CO DR BRUCE BICKEL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | GILD | NameControl |
| Phone | 4127623502 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PNC PLAZA 249 FIFTH AVENUE 3RD | AddressLine1 |
| Address Line2 | FLOOR | AddressLine2 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 15222 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RAY GILDEA | Name |
| Title | BOARD CHAIR | Title |
| Phone | 4127623502 | Phone |
| Date Signed | 2013-05-08 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PAUL K RUDOY | Name |
| PTIN | P00949153 | PTIN |
| Phone | 4123912920 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 2148344 | 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 | 6438 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 6438 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 57877 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 57877 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 43047 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 754474 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 43047 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 279 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 279 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 107641 | TotalRevenueAndExpenses |
| Total Net Investment Income | 107641 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 2500 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 30965 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 30965 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 1994 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 0 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 144 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 144 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 35603 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 31109 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 94968 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 94968 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 130571 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 31109 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 94968 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -22930 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 76532 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 25804 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 45825 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 45825 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 703746 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 736963 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 955262 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 150896 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 100760 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 111397 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 1027858 | InvestmentsOtherBOY |
| Investments Other EOY | 1001826 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 1035860 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 1908304 | TotalAssetsBOY |
| Total Assets EOY | 1885374 | TotalAssetsEOY |
| Total Assets EOYFMV | 2148344 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 1908304 | CapitalStockBOY |
| Capital Stock EOY | 1885374 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 0 | RetainedEarningsBOY |
| Retained Earnings EOY | 0 | RetainedEarningsEOY |
| Total Net Assets BOY | 1908304 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1885374 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1908304 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1885374 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1908304 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -22930 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 1885374 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1885374 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | How AcquiredHowAcquired |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | 747415 | 711427 | 35988 | 35988 | |
| CAPITAL GAINS DIVIDENDS | 7059 | 7059 | 7059 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 43047 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 71000 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1936120 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.036671 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 80280 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1747247 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.045947 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 127233 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1834724 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.069347 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 115466 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 2240897 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.051527 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 116386 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 2574245 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.045212 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.248704 | TotalDistributionRatio |
| Average Distribution Ratio | 0.049741 | AverageDistributionRatio |
| Net Noncharitable Assets | 1947799 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 96885 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 765 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 97650 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 94968 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 1531 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1531 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1531 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 4165 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 4165 | TotalCreditsAndPayments |
| Overpayment | 2634 | Overpayment |
| Amount Credited To Next Year | 2634 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
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 | MD | 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 | N/A | WebsiteAddress |
| Books In Care Of Person Name | BRUCE BICKEL SVPMANAGING DIRECTOR | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 4127623502 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PNC PLAZA 249 FIFTH AVENUE 3RD | AddressLine1 |
| Address Line2 | FLOOR | AddressLine2 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 15222 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| BRIAN W GILDEA | ||||||||
| 854 TOLER DRIVE | MOUNT PLEASANT | SC | 29464 | DIRECTOR | 5.00 | 0 | 0 | 0 |
| GERTRUDE GILDEA | ||||||||
| 220 3RD STREET SOUTH | COLUMBUS | MS | 39701 | DIRECTOR | 5.00 | 0 | 0 | 0 |
| RAY M GILDEA | ||||||||
| 128 MOSS LANE | MADISON | MS | 39110 | CHAIR | 5.00 | 0 | 0 | 0 |
| DR PATRICIA GILDEA | ||||||||
| 220 3RD STREET SOUTH | COLUMBUS | MS | 39701 | DIRECTOR | 5.00 | 0 | 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 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1944268 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 33193 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1977461 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1977461 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 29662 | CashDeemedCharitable |
| Net Noncharitable Assets | 1947799 | NetNoncharitableAssets |
| Minimum Investment Return | 97390 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 97390 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1531 | TaxBasedOnInvestmentIncome |
| Total Tax | 1531 | TotalTax |
| Distributable Amount Before Adj | 95859 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 95859 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 95859 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 94968 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 94968 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 94968 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 95859 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 94205 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 94968 | QualifyingDistributions |
| Applied To Year1 | 94205 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 763 | 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 | 95096 | 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 | DR BRUCE BICKEL PRIVATE FOUNDATION | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PNC PLAZA 249 FIFTH AVENUE 3RD | AddressLine1 |
| Address Line2 | FLOOR | AddressLine2 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 15222 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 4127623502 | RecipientPhoneNumber |
| Form And Info And Materials | WRITTEN LETTER STATING PROPOSAL | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | PRIMARY INTERESTS ARE CONSERVATION AND EDUCATION | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (10 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| ARZU INC | ||||||||
| 875 N MICHIGAN AVENUE SUITE 2250 | CHICAGO | IL | 60611 | NONE | PUBLIC | CHARITY | $4,968 | |
| STARKVILLE CIVIC ORCHESTRA INC | ||||||||
| C/O MISSISSIPPI STATE UNIVERSITY PO | MISSISSIPPI STATE | MS | 39762 | NONE | PUBLIC | EDUCATION | $15,000 | BOX 6240 |
| HEIFER PROJECT INTERNATIONAL | ||||||||
| 1 WORLD AVENUE | LITTLE ROCK | AR | 72207 | NONE | PUBLIC | CONSERVATION | $10,000 | |
| MISSISSIPPI UNIVERSITY FOR WOMEN | ||||||||
| 1100 COLLEGE STREET W-1618 | COLUMBUS | MS | 39701 | NONE | PUBLIC | CONSERVATION | $5,000 | |
| CHARITY GLOBAL INC | ||||||||
| 200 VARICK STREET SUITE 201 | NEW YORK | NY | 10014 | NONE | PUBLIC | CHARITY | $15,000 | |
| TIPTINA'S FOUNDATION | ||||||||
| 4040 TULANE AVENUE SUITE 6000 | NEW ORLEANS | LA | 70119 | NONE | PUBLIC | EDUCATION | $10,000 | |
| DOCTORS WITHOUT BORDERS INC | ||||||||
| 333 SEVENTH AVENUE 2ND FLOOR | NEW YORK | NY | 10001 | NONE | PUBLIC | CHARITY | $10,000 | |
| SPORTS HUMANITARIAN GROUP INC | ||||||||
| 49 WEST 27TH STREET SUITE 930 | NEW YORK | NY | 10001 | NONE | PUBLIC | EDUCATION | $15,000 | |
| NATURE CONSERVANCY - MISSISSIPPI CHAPTER | ||||||||
| 405 BRIARWOOD DRIVE | JACKSON | MS | 39206 | NONE | PUBLIC | CONSERVATION | $5,000 | |
| APPALACHIAN TRAIL CONSERVANCY | ||||||||
| 799 WASHINGTON STREET | HARPERS FERRY | WV | 25425 | NONE | PUBLIC | CONSERVATION | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 94968 | 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 | $6,438 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $57,877 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 01 | ExclusionCode |
| Exclusion | $279 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $43,047 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $107,641 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 107641 | 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 | ACCOUNTING FEES | Category |
| Amount | $2,500 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | CORPORATE BONDS | NameOfBond |
| EOY Book Value | 100760 | EOYBookValue |
| EOYFMV | 111397 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | CORPORATE STOCKS | NameOfStock |
| EOY Book Value | 736963 | EOYBookValue |
| EOYFMV | 955262 | EOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS AND REAL ESTATE TRUST | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 1001826 | BookValue |
| EOYFMV | 1035860 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | REGISTERED AGENT FEE | Description |
| Revenue And Expenses Per Books | 144 | RevenueAndExpensesPerBooks |
| Net Investment Income | 144 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INVESTMENT INCOME | Description |
| Revenue And Expenses Per Books | 279 | RevenueAndExpensesPerBooks |
| Net Investment Income | 279 | NetInvestmentIncome |
| Adjusted Net Income | 279 | AdjustedNetIncome |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNT MANGAGEMENT FEES | Category |
| Amount | $30,965 | Amount |
| Net Investment Income | 30965 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |