CORINNE R & HENRY BOWER MEM TR: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
CORINNE R & HENRY BOWER MEM TR (EIN 23-6205062)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-04-30
IRS object ID
201231219349100338
Schema version
2011v1.2
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2012-04-30T06:26:21-05:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate
Return Type990PFReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN236205062EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1CORINNE R & HENRY BOWER MEMORIALBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlBOWENameControl
Phone2155854657Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PNC BANK NA 1600 MARKET STREET NoAddressLine1
Address Line24TH FLAddressLine2
CityPHILADELPHIACity
StatePAState
ZIP Code191037240ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameBARBARA J WALLSName
TitleOFFICERTitle
Phone2155854657Phone
Date Signed2012-04-26DateSigned
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeXAddressChange
NECTXNECT
FMV Assets EOY595762FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Dividends Rev And Expnss11916DividendsRevAndExpnss
Dividends Net Invst Incm11916DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss2173NetGainSaleAssetsRevAndExpnss
Gross Sales Price22576GrossSalesPrice
Capital Gain Net Incm Net Invst Incm2342CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses14089TotalRevenueAndExpenses
Total Net Investment Income14258TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss3249CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm2924CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps325CompOfcrDirTrstDsbrsChrtblPrps
Accounting Fees Rev And Expnss700AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm0AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps0AccountingFeesDsbrsChrtblPrps
Taxes Rev And Expnss280TaxesRevAndExpnss
Taxes Net Invst Incm0TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps0TaxesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss4229TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm2924TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps325TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss22500ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps22500ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss26729TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm2924TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps22825TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-12640ExcessOfRevenueOverExpenses
Net Investment Income11334NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY7390SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY3311SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV3311SavingsAndTempCashInvstEOYFMV
Investments Other BOY535561InvestmentsOtherBOY
Investments Other EOY527000InvestmentsOtherEOY
Investments Other EOYFMV592451InvestmentsOtherEOYFMV
Total Assets BOY542951TotalAssetsBOY
Total Assets EOY530311TotalAssetsEOY
Total Assets EOYFMV595762TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY542951CapitalStockBOY
Capital Stock EOY542951CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY0RetainedEarningsBOY
Retained Earnings EOY-12640RetainedEarningsEOY
Total Net Assets BOY542951TotalNetAssetsBOY
Total Net Assets EOY530311TotalNetAssetsEOY
Total Liabilities Net Assets BOY542951TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY530311TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY542951TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-12640ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal530311Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY530311TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)

Description Of AssetDescriptionOfAssetGross Sales PriceGrossSalesPriceCost Or Other BasisCostOrOtherBasisGain Or LossGainOrLossGains Minus Excess Or LossesGainsMinusExcessOrLosses
SALES OF PUBLICLY TRADED SECURITIES225002023422662266
LONG TERM CAPITAL GAIN DIVIDENDS767676
FieldValueIRS element (for citing)
Capital Gain Net Income2342CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year122925QualifyingDistributionsYear1
Noncharitable Assets Year1558428NoncharitableAssetsYear1
Distribution Ratio Year10.041053DistributionRatioYear1
Qualifying Distributions Year232167QualifyingDistributionsYear2
Noncharitable Assets Year2497008NoncharitableAssetsYear2
Distribution Ratio Year20.064721DistributionRatioYear2
Qualifying Distributions Year354270QualifyingDistributionsYear3
Noncharitable Assets Year3655850NoncharitableAssetsYear3
Distribution Ratio Year30.082748DistributionRatioYear3
Qualifying Distributions Year49524QualifyingDistributionsYear4
Noncharitable Assets Year4806105NoncharitableAssetsYear4
Distribution Ratio Year40.011815DistributionRatioYear4
Qualifying Distributions Year51219QualifyingDistributionsYear5
Noncharitable Assets Year5722142NoncharitableAssetsYear5
Distribution Ratio Year50.001688DistributionRatioYear5
Total Distribution Ratio0.202025TotalDistributionRatio
Average Distribution Ratio0.040405AverageDistributionRatio
Net Noncharitable Assets607185NetNoncharitableAssets
Adjusted Noncharitable Assets24533AdjustedNoncharitableAssets
One Percent Net Investment Income113OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One24646AdjNonchrtblAssetsAndOnePct
Qualifying Distributions22825QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax227InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal227Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income227TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment200EstTaxPaymentsAndOverpayment
Total Credits And Payments200TotalCreditsAndPayments
Tax Due27TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e1RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithPAStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors0NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressWWW.PNC.COMWebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

FieldValueIRS element (for citing)
Business Name Line1PNC BANK NABusinessNameLine1
FieldValueIRS element (for citing)
Books In Care Of Phone Number2155854657BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line11600 MARKET STREET 4TH FLOORAddressLine1
CityPHILADELPHIACity
StatePAState
ZIP Code191037240ZIPCode
FieldValueIRS element (for citing)
NECT Filing In Lieu OF Form1041XNECTFilingInLieuOFForm1041
Tax Exempt Interest Received0TaxExemptInterestReceived
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person1PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Acts Fail To Qualify As Exceptions0ActsFailToQualifyAsExceptions
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee

FieldValueIRS element (for citing)
Person NamePNC BANK NAPersonName

US Address USAddress

FieldValueIRS element (for citing)
Address Line1620 LIBERTY AVENUEAddressLine1
CityPITTSBURGHCity
StatePAState
ZIP Code152222705ZIPCode
FieldValueIRS element (for citing)
TitleCO-TRUSTEETitle
Avg Hours Per Wk Devoted To Position1.00AvgHoursPerWkDevotedToPosition
Compensation3249Compensation
Contri To Empl Benefit Plans Etc0ContriToEmplBenefitPlansEtc
Expense Account Other Allowances0ExpenseAccountOtherAllowances
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

FieldValueIRS element (for citing)
Description1N/ADescription1
Expenses10Expenses1

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Description1N/ADescription1
Amount10Amount1
All Oth Prog Rltd Investments Total0AllOthProgRltdInvestmentsTotal
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities617798AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances-1367AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets616431TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets616431AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable9246CashDeemedCharitable
Net Noncharitable Assets607185NetNoncharitableAssets
Minimum Investment Return30359MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return30359MinimumInvestmentReturn
Tax Based On Investment Income227TaxBasedOnInvestmentIncome
Total Tax227TotalTax
Distributable Amount Before Adj30132DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded30132DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted30132DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions22825ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions22825QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions22825AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted30132DistributableAmountAsAdjusted
Undistributed Income Prior Year12823UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Total Excess Distri Carryover0TotalExcessDistriCarryover
Qualifying Distributions22825QualifyingDistributions
Applied To Year112823AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year10002AppliedToCurrentYear
Remaining Distri From Corpus0RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus0TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY20130UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year50ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year0ExcessDistriCyovToNextYear

Supplementary Information SupplementaryInformation

Appication Submission Info AppicationSubmissionInfo

FieldValueIRS element (for citing)
Recipient NamePNC CHARITABLE TRUST GRANT REVIEW CRecipientName

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1ONE PNC PLAZA 249 5TH AVENUE 20THAddressLine1
Address Line2FLOORAddressLine2
CityPITTSBURGHCity
StatePAState
ZIP Code15222ZIPCode
FieldValueIRS element (for citing)
Recipient Phone Number4127623413RecipientPhoneNumber
Form And Info And MaterialsSEE WEBSITE, WWW.PNC.COM FOR APPLICATION SUBMISSION GUIDELINES AND DEADLINES. ORGANIZATIONS INTERESTED IN SUBMITTING A GRANT PROPOSAL MUST SUBMIT A PRELIMINARY LETTER OF INQUIRY, OR MAY CALL FOR SUBMISSION PRE-APPROVALFormAndInfoAndMaterials
Submission DeadlinesSEE WEBSITE:WWW.PNC.COM UNDER SPECIAL SEGMENTS"NON-PROFITS & GOVT INST SELECT CHAR TR GRANTS"SubmissionDeadlines
Restrictions On AwardsSEE WEBSITE: WWW.PNC.COM UNDER SPECIAL SEGMENTS " NON-PROFITS & GOVERNMENT INSTITUTIONS - SELECT "CHARITABLE TRUST GRANTS"RestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (4 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
ARDEN THEATER COMPANY
40 N SECOND STREETPHILADELPHIAPA19106NONEPUBLIC CHARITYEDUCATIONAL OUTREACH$5,000
ASSOCIATED SERVICES FOR THE BLIND INC
919 WALNUT STREETPHILADELPHIAPA19107NONEPUBLIC CHARITYCOMPUTER TECHNOLOGY TRAINING$5,000
WILMA THEATER INC
265 SOUTH BROAD STREETPHILADELPHIAPA19107NONEPUBLIC CHARITYEDUCATION AND COMMUNITY OUTREACH PROGRAM$7,500
WOMEN'S CENTER OF MONTGOMERY COUNTY
8080 OLD YORK RD SUITE 200ELKINS PARKPA19027NONEPUBLIC CHARITYDOMESTIC VIOLENCE PROGRAMS$5,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year22500TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$11,916ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code18ExclusionCode
Exclusion$2,173ExclusionAmount

Other Revenue Described OtherRevenueDescribed

FieldValueIRS element (for citing)
DescriptionREFUND OF FEDERAL EXCISE TAXDescription
Exclusion Code14ExclusionCode

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$14,089ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA14089TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryPREPARATION AND FILING FEECategory
Amount$700Amount
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Oth Prog Rltd Investments AllOthProgRltdInvestments

FieldValueIRS element (for citing)
DescriptionN/ADescription
Amount$0Amount

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther (2 entries)

Category Or ItemCategoryOrItemListed At Cost Or FMVListedAtCostOrFMVBook ValueBookValueEOYFMVEOYFMV
MUTUAL FUNDS - FIXEDAT COST110888111595
MUTUAL FUNDS - EQUITYAT COST416112480856

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryESTIMATED FEDERAL EXCISE TAXCategory
Amount$280Amount
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

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