THOMAS A WILSON FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- THOMAS A WILSON FOUNDATION (EIN 23-7358862)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2009-10-15
- IRS object ID
- 201101319349100635
- Schema version
- 2010v3.2
- 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
- Form 990-PF
- Accounting Fees Schedule
- Other Decreases Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2009-10-15T15:15:33+05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237358862 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS A WILSON FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WILS | NameControl |
| Phone | 2162574731 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 94651 | AddressLine1 |
| City | CLEVELAND | City |
| State | OH | State |
| ZIP Code | 441014651 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MATTHEW L STUMP | Name |
| Title | TAX MANAGER | Title |
| Phone | 2162574731 | Phone |
| Date Signed | 2011-05-11 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 6267427 | FMVAssetsEOY |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | 128549 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 128549 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 116991 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 2173577 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 116991 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 0 | NetSTCGAdjNetIncm |
| Total Revenue And Expenses | 245540 | TotalRevenueAndExpenses |
| Total Net Investment Income | 245540 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 43971 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 21985 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 21985 | CompOfcrDirTrstDsbrsChrtblPrps |
| Oth Empl Slrs Wgs Net Invst Incm | 0 | OthEmplSlrsWgsNetInvstIncm |
| Oth Empl Slrs Wgs Adj Net Incm | 0 | OthEmplSlrsWgsAdjNetIncm |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 0 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Pension Empl Bnft Net Invst Incm | 0 | PensionEmplBnftNetInvstIncm |
| Pension Empl Bnft Adj Net Incm | 0 | PensionEmplBnftAdjNetIncm |
| Legal Fees Dsbrs Chrtbl Prps | 0 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 700 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 700 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Interest Dsbrs Chrtbl Prps | 0 | InterestDsbrsChrtblPrps |
| Taxes Rev And Expnss | 2360 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 1360 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 0 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 0 | DeprecAndDepletionNetInvstIncm |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Adj Net Incm | 0 | TravConfMeetingAdjNetIncm |
| Printing And Pub Net Invst Incm | 0 | PrintingAndPubNetInvstIncm |
| Printing And Pub Adj Net Incm | 0 | PrintingAndPubAdjNetIncm |
| Tot Opr Expenses Rev And Expnss | 47031 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 23345 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 22685 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 245407 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 245407 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 292438 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 23345 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 268092 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -46898 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 222195 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 320149 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 495455 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 495455 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable EOY | 0 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 0 | AccountsReceivableEOYFMV |
| Allwnc For Dbtfl Acct Other Rcvbl | 0 | AllwncForDbtflAcctOtherRcvbl |
| Investments Govt Oblig BOY | 398586 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 200391 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 212906 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 3446508 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 3419405 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 4332910 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 999235 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 902820 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 930022 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 201800 | InvestmentsOtherBOY |
| Investments Other EOY | 301800 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 296134 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 5366278 | TotalAssetsBOY |
| Total Assets EOY | 5319871 | TotalAssetsEOY |
| Total Assets EOYFMV | 6267427 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 5366278 | CapitalStockBOY |
| Capital Stock EOY | 5319871 | CapitalStockEOY |
| Total Net Assets BOY | 5366278 | TotalNetAssetsBOY |
| Total Net Assets EOY | 5319871 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 5366278 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 5319871 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 5366278 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -46898 | ExcessOfRevenueOverExpenses |
| Other Increases | 1938 | OtherIncreases |
| Subtotal | 5321318 | Subtotal |
| Other Decreases | 1447 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 5319871 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (65 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | How AcquiredHowAcquired |
|---|---|---|---|---|---|---|---|
| 70. APPLE COMPUTER INC COM | 2009-06-01 | 2010-01-14 | 14663 | 9785 | 4878 | 4878 | |
| 800. BRISTOL MYERS SQUIBB CO889898 COM | 2009-08-07 | 2010-01-14 | 19915 | 17616 | 2299 | 2299 | |
| 780. COCA-COLA CO COM | 2009-06-01 | 2010-01-14 | 44391 | 38134 | 6257 | 6257 | |
| 645. GILEAD SCIENCES INC COM | 2008-12-05 | 2010-01-14 | 29321 | 29128 | 193 | 193 | |
| 1750. HOME DEPOT INC COM | 2008-05-06 | 2010-01-14 | 49325 | 51113 | -1788 | -1788 | |
| 1900. HUDSON CITY BANCORP INC | 2009-08-07 | 2010-01-14 | 26369 | 27551 | -1182 | -1182 | |
| 515. ITT INDUSTRIES INC COM | 2009-06-22 | 2010-01-14 | 26178 | 22329 | 3849 | 3849 | |
| 400. LUBRIZOL CORP COM | 2009-08-07 | 2010-01-14 | 31189 | 23868 | 7321 | 7321 | |
| 655. MICROSOFT CORP COM | 2005-03-30 | 2010-01-14 | 20174 | 18223 | 1951 | 1951 | |
| 585. COLGATE-PALMOLIVE CO COM | 2009-06-01 | 2010-02-04 | 46894 | 40476 | 6418 | 6418 | |
| 500. MCKESSON HBOC INC COMMN | 2009-08-07 | 2010-02-04 | 29917 | 26604 | 3313 | 3313 | |
| 200000. U S TREASURY NOTE 3.5% 2/15/10 | 2005-02-14 | 2010-02-15 | 200000 | 198195 | 1805 | 1805 | |
| 200000. E.I. DU PONT DE NEMOURS NOTES | 2005-05-12 | 2010-04-30 | 200000 | 198448 | 1552 | 1552 | |
| 405. GOLDMAN SACHS GROUP INC COM | 2009-06-01 | 2010-05-14 | 57857 | 58725 | -868 | -868 | |
| 200000. WAL MART STORES NOTES | 2005-06-13 | 2010-07-01 | 200000 | 198134 | 1866 | 1866 | |
| .5 DOLLAR TREE INC | 2010-01-14 | 2010-07-15 | 21 | 16 | 5 | 5 | |
| .04 FRONTIER COMMUNICATIONS CO | 2008-11-25 | 2010-07-16 | |||||
| 2198.455 ASTON TAMRO SMALL CAP FUND CL I | 2008-06-12 | 2010-08-19 | 37000 | 30100 | 6900 | 6900 | |
| 135. AT&T INC | 2008-07-25 | 2010-08-19 | 3637 | 4281 | -644 | -644 | |
| 95. AMERICAN ELECTRIC POWER INC COM | 2009-12-09 | 2010-08-19 | 3291 | 3286 | 5 | 5 | |
| 30. AMERICAN EXPRESS CO COM | 2009-11-24 | 2010-08-19 | 1234 | 1246 | -12 | -12 | |
| 160. AMGEN INC CO COM | 2008-12-05 | 2010-08-19 | 8427 | 8973 | -546 | -546 | |
| 80. APACHE CORP COM | 2008-08-19 | 2010-08-19 | 7334 | 8645 | -1311 | -1311 | |
| 860. BAXTER INTERNATIONAL INC COM | 2009-01-27 | 2010-08-19 | 38588 | 50023 | -11435 | -11435 | |
| 680. CSX CORP COM | 2009-06-01 | 2010-08-19 | 34123 | 23035 | 11088 | 11088 | |
| 60. CHUBB CORP COM | 2009-08-07 | 2010-08-19 | 3193 | 2891 | 302 | 302 | |
| 170. CUMMINS ENGINE | 2010-01-14 | 2010-08-19 | 13755 | 9031 | 4724 | 4724 | |
| 115. DOLBY LABORATORIES INC CLASS A | 2010-01-14 | 2010-08-19 | 6670 | 5873 | 797 | 797 | |
| 1000. EBAY INC COM | 2009-08-07 | 2010-08-19 | 22790 | 22890 | -100 | -100 | |
| 320. FEDEX CORP COM | 2009-09-22 | 2010-08-19 | 26118 | 24454 | 1664 | 1664 | |
| 265. FRANKLIN RESOURCES INC COM | 2009-09-22 | 2010-08-19 | 26187 | 27179 | -992 | -992 | |
| 450. FREEPORT MCMORAN COPPER&GOLD CL B | 2009-06-01 | 2010-08-19 | 32611 | 26304 | 6307 | 6307 | |
| 240. FRONTIER COMMUNICATIONS CO | 2008-11-25 | 2010-08-19 | 1874 | 1905 | -31 | -31 | |
| 11. GOOGLE INC CL A | 2008-05-01 | 2010-08-19 | 5195 | 6404 | -1209 | -1209 | |
| 300. W W GRAINGER INC COM | 2009-08-07 | 2010-08-19 | 32514 | 27254 | 5260 | 5260 | |
| 690. ILLINOIS TOOL WORKS INC COM | 2009-10-30 | 2010-08-19 | 29159 | 31691 | -2532 | -2532 | |
| 665. INTEL CORP COM | 2008-07-16 | 2010-08-19 | 12595 | 14046 | -1451 | -1451 | |
| 1305. INTERNATIONAL PAPER CO COM | 2009-09-22 | 2010-08-19 | 27640 | 30593 | -2953 | -2953 | |
| 1000. ISHARES TR S&P 500 INDEX FD ETF | 2008-06-12 | 2010-08-19 | 108434 | 109583 | -1149 | -1149 | |
| 390. JOHNSON & JOHNSON COM | 2009-06-01 | 2010-08-19 | 22873 | 21815 | 1058 | 1058 | |
| 1400. JOHNSON CONTROLS INC COM | 2009-09-22 | 2010-08-19 | 39886 | 37692 | 2194 | 2194 | |
| 400. KOHLS CORP COM | 2009-08-07 | 2010-08-19 | 18720 | 21248 | -2528 | -2528 | |
| 520. ESTEE LAUDER COMPANIES INC CL A | 2010-02-04 | 2010-08-19 | 30041 | 29091 | 950 | 950 | |
| 195. MASTERCARD INC CL A | 2009-12-09 | 2010-08-19 | 41002 | 47105 | -6103 | -6103 | |
| 800. MEDCO HEALTH SOLUTIONS INC | 2008-10-07 | 2010-08-19 | 36351 | 34661 | 1690 | 1690 | |
| 700. OCCIDENTAL PETROLEUM CORP COM | 2005-07-15 | 2010-08-19 | 52508 | 27617 | 24891 | 24891 | |
| 210. ORACLE CORPORATION | 2004-12-21 | 2010-08-19 | 4830 | 3810 | 1020 | 1020 | |
| 25. PEPSICO INC COM | 2009-11-24 | 2010-08-19 | 1616 | 1562 | 54 | 54 | |
| 40. PROCTER & GAMBLE CO COM | 2009-11-24 | 2010-08-19 | 2405 | 2500 | -95 | -95 | |
| 1160. QUALCOMM INC COM | 2004-12-21 | 2010-08-19 | 44219 | 47724 | -3505 | -3505 | |
| 750. ROCKWELL INTL CORP NEW COM | 2009-09-22 | 2010-08-19 | 38454 | 33712 | 4742 | 4742 | |
| 600. ROSS STORES INC COM | 2009-08-07 | 2010-08-19 | 29837 | 27168 | 2669 | 2669 | |
| 2513.3 T ROWE PRICE EMERGING MARKETS STOCK FUND | 2009-01-28 | 2010-08-19 | 77259 | 38328 | 38931 | 38931 | |
| 3388.278 ROYCE FD TOTAL RETURN | 2005-05-11 | 2010-08-19 | 37000 | 39948 | -2948 | -2948 | |
| 690. SCHLUMBERGER LTD COM | 2008-10-09 | 2010-08-19 | 39995 | 46863 | -6868 | -6868 | |
| 940. SCRIPPS NETWORKS INTERAC CL A | 2009-12-09 | 2010-08-19 | 38991 | 37930 | 1061 | 1061 | |
| 20. SMUCKER J M CO COM NEW | 2010-01-14 | 2010-08-19 | 1159 | 1245 | -86 | -86 | |
| 45. 3M COMPANY COM | 2009-11-24 | 2010-08-19 | 3684 | 3568 | 116 | 116 | |
| 60. UNITED TECHNOLOGIES CORP COM | 2009-11-24 | 2010-08-19 | 4123 | 4090 | 33 | 33 | |
| 1000. VERIZON COMMUNICATIONS COM | 2008-11-25 | 2010-08-19 | 29569 | 28266 | 1303 | 1303 | |
| 335. WAL-MART STORES INC COM | 2007-12-27 | 2010-08-19 | 16904 | 16237 | 667 | 667 | |
| 2200. WILLIAMS CO INC DEL COM | 2009-11-24 | 2010-08-19 | 41646 | 44706 | -3060 | -3060 | |
| 110. WISCONSIN ENERGY CORP COM | 2009-06-22 | 2010-08-19 | 6094 | 4478 | 1616 | 1616 | |
| 800. NOBLE CORPORATION SEDOL: B65Z9D7 | 2009-08-07 | 2010-08-19 | 25776 | 27190 | -1414 | -1414 | |
| CAPITAL GAIN DIVIDENDS | 73 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 116991 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 320330 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 5365692 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.0597 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 299509 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 6781264 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.044167 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 359472 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 7687597 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.04676 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 295464 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 7100569 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.041611 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 381828 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 6741675 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.056637 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.248875 | TotalDistributionRatio |
| Average Distribution Ratio | 0.049775 | AverageDistributionRatio |
| Net Noncharitable Assets | 5779467 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 287673 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 2222 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 289895 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 268092 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 4444 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 4444 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 4444 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1169 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 0 | TaxPaidWithExtension |
| Total Credits And Payments | 1169 | TotalCreditsAndPayments |
| Penalty For Underpayment | 0 | PenaltyForUnderpayment |
| Tax Due | 3275 | TaxDue |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | PA | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
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 | 2162574731 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 94651 | AddressLine1 |
| City | CLEVELAND | City |
| State | OH | State |
| ZIP Code | 441014651 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | true | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | true | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PNC BANK NA | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 94651 | AddressLine1 |
| City | CLEVELAND | City |
| State | OH | State |
| ZIP Code | 441014651 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | Title |
| Avg Hours Per Wk Devoted To Position | 5 | AvgHoursPerWkDevotedToPosition |
| Compensation | 43971 | Compensation |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Charitable Acty | SummaryOfDirectCharitableActy | |
| Sum Of Program Related Investments | SumOfProgramRelatedInvestments |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 5867479 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 0 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 5867479 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 5867479 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 88012 | CashDeemedCharitable |
| Net Noncharitable Assets | 5779467 | NetNoncharitableAssets |
| Minimum Investment Return | 288973 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 288973 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 4444 | TaxBasedOnInvestmentIncome |
| Total Tax | 4444 | TotalTax |
| Distributable Amount Before Adj | 284529 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 284529 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 284529 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 268092 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 268092 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 268092 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 284529 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 245407 | UndistributedIncomePriorYear |
| Prior Year1 | 2008 | PriorYear1 |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 0 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 0 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 0 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 0 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 0 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 268092 | QualifyingDistributions |
| Applied To Year1 | 245407 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 22685 | 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 | 261844 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 0 | ExcessFromYear4 |
| Excess From Year3 | 0 | ExcessFromYear3 |
| Excess From Year2 | 0 | ExcessFromYear2 |
| Excess From Year1 | 0 | ExcessFromYear1 |
| Excess From Current Year | 0 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManager |
| Shareholder Manager | NONE | ShareholderManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | SHIRLEY CASTILLO PNC BANK NA | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 PNC PLAZA 620 LIBERTY AVENUE | AddressLine1 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 15222 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 4127686011 | RecipientPhoneNumber |
| Form And Info And Materials | WRITTEN REQUEST SHOULD INCLUDE THE PURPOSE FOR WHICH THE GRANT WILL BE USED AND A COPY OF THE ORGANIZATION'S IRS EXEMPTION LETTER. | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | PREFERENCE IS GIVEN FOR PURPOSES OF CHRISTIAN EDUCATION AND HEALTH CARE. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (4 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| WILSON CHRISTIAN ACADEMY | |||||||
| 1900 CLAIRTON ROAD | WEST MIFFLIN | PA | 15122 | N/A | PUBLIC | GENERAL SUPPORT | $220,000 |
| SEEDS OF FAITH CHRISTIAN A | |||||||
| 1591 KAUFFMAN RD | INDIANA | PA | 15701 | N/A | PUBLIC | GENERAL SUPPORT | $5,000 |
| MCKEESPORT GOSPEL HALL BUILDING FD | |||||||
| PRESCOTT BROADWAY | MCKEESPORT | PA | 15131 | N/A | PUBLIC | GENERAL SUPPORT | $10,407 |
| SEED SOWERS | |||||||
| P O BOX 10834 | CEDAR RAPIDS | IA | 52410 | N/A | PUBLIC | GENERAL SUPPORT | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 245407 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments | |
| Int On Savings And Temp Cash Invst | IntOnSavingsAndTempCashInvst |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $128,549 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty | |
| Other Investment Income Part VII | OtherInvestmentIncomePartVII |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $116,991 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $245,540 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 245540 | TotalPartXVIA |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exempt Prps | RlnOfActyToAccomOfExemptPrps |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PNC BANK, NA | Category |
| Amount | $700 | Amount |
| Disbursements Charitable Prps | 700 | DisbursementsCharitablePrps |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| POSTED SUBSEQ YR FOR CURR YR | $1,442 |
| ROUNDING ADJUSTMENT | $5 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| POSTED CURR YR FOR PRIOR YR | $1,049 |
| FEE REBATE | $402 |
| BASIS ADJUSTMENT | $487 |
Taxes Schedule TaxesSchedule
Taxes Taxes (4 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FOREIGN TAXES | $52 | 52 | 0 |
| FEDERAL ESTIMATES - PRINCIPAL | $1,000 | 0 | 0 |
| FOREIGN TAXES ON QUALIFIED FOR | $836 | 836 | 0 |
| FOREIGN TAXES ON NONQUALIFIED | $472 | 472 | 0 |
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