MR AND MRS ARTHUR KILLIN MEMORIAL FUND: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- MR AND MRS ARTHUR KILLIN MEMORIAL FUND (EIN 38-7250140)
- Tax period
- 2020-09-21 to 2020-12-31
- Filed
- 2021-09-21
- IRS object ID
- 202112649349101101
- Schema version
- 2020v4.1
- 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
- Schedule B
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-09-21T12:00:40-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 N WACKER DR | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-09-21 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 387250140 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MR AND MRS ARTHUR KILLIN MEM FD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KILL | BusinessNameControlTxt |
| Phone | 4129951770 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 116 ALLEGHENY CENTER MALL P8YB3502L | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15212 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PNC BANK N A BY | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 4129951770 | PhoneNum |
| Signature | 2021-09-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JACOB J ZEHNDER | PreparerPersonNm |
| PTIN | P01564049 | PTIN |
| Phone | 8445222059 | PhoneNum |
| Preparation | 2021-09-21 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Application Pending | Yes (X) | ApplicationPendingInd |
| Initial Return | Yes (X) | InitialReturnInd |
| Initial Return Former Pub Chrty | Yes (X) | InitialReturnFormerPubChrtyInd |
| Organization4947a1 Trtd PF | Yes (X) | Organization4947a1TrtdPFInd |
| FMV Assets EOY | $7,869,986 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $7,359,176 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $54,437 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $52,485 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $12,223 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $12,223 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $12,223 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $7,425,836 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $64,708 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $196 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $157 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $39 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $919 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $919 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $1,115 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,076 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $39 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $82,740 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $82,740 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $83,855 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,076 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $82,779 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $7,341,981 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $63,632 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst EOY | $497,240 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $497,240 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock EOY | $729,244 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,618,741 | CorporateStockEOYFMVAmt |
| Other Investments EOY | $3,558,925 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,754,005 | OtherInvestmentsEOYFMVAmt |
| Total Assets EOY | $4,785,409 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,869,986 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock EOY | $4,785,409 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,785,409 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $0 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,785,409 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Excess Revenue Over Expenses | $7,341,981 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4 | OtherIncreasesAmt |
| Subtotal | $7,341,985 | SubtotalAmt |
| Other Decreases | $2,556,576 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,785,409 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CAPITAL GAIN DIVIDENDS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gain Or Loss | $12,223 | GainOrLossAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $12,223 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $884 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $884 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $884 | TaxBasedOnInvestmentIncomeAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $884 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $884 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $11 | EsPenaltyAmt |
| Tax Due | $11 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | false | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PNC BANK NA - TRUSTEE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4129951770 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 116 ALLEGHENY CENTER MALL | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PNC BANK N A | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 116 ALLEGHENY CENTER MALL | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $196 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,284,576 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,284,576 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,284,576 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $94,269 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,190,307 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $86,495 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $86,495 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $884 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $884 | TotalTaxAmt |
| Distributable Before Adj | $85,611 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $85,611 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $85,611 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $82,779 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $82,779 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $82,779 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $85,611 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $82,779 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $82,779 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $2,832 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| SHRINERS HOSP FOR CRIPPLED CHILDREN | |||||||
| FBO BURNS INSTITUTE | TAMPA | FL | 33607 | NONE | PC | GENERAL OPERATING | $27,580 |
| ST JAMES EPISOPAL CHURCH | |||||||
| 533 BINGHAM AVE | SAULT STE MARIE | MI | 49783 | NONE | PC | GENERAL OPERATING | $27,580 |
| KNIGHTS TEMPLAR EDUCATIONAL FDN | |||||||
| PO BOX 822 | PINCKNEY | MI | 481690822 | NONE | PC | GENERAL OPERATING | $27,580 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $82,740 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $54,437 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $12,223 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $66,660 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $66,660 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization4947a1 Trtd PF | Yes (X) | Organization4947a1TrtdPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | Address Line2ContributorUSAddress/AddressLine2Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|---|
| MIRIAM V KILLIN CRAT | ||||||||
| 1 | C/O PNC BANK NA | 116 ALLEGHENY CENTER MALL | PITTSBURGH | PA | 15212 | $936,425 | Yes (X) | Yes (X) |
| MIRIAM V KILLIN RESIDUARY IRREV TR | ||||||||
| 2 | C/O PNC BANK NA | 116 ALLEGHENY CENTER MALL | PITTSBURGH | PA | 15212 | $848,640 | Yes (X) | Yes (X) |
| ARTHUR M KILLIN CRAT | ||||||||
| 3 | C/O PNC BANK NA | 116 ALLEGHENY CENTER MALL | PITTSBURGH | PA | 15212 | $5,574,111 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | VARIOUS SECURITIES | $921,467 | 2020-10-06 |
| 2 | VARIOUS SECURITIES | $801,604 | 2020-10-06 |
| 3 | VARIOUS SECURITIES | $5,119,026 | 2020-10-06 |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | The Ohio Attorney General requires that charitable organizations operating or organized within the State submit an annual registration through an online portal that highlights key information from the Form 990-PF for public disclosure purposes. The Trust completes this registration as required in lieu of furnishing a copy of its Form 990-PF to comply with the specific reporting instructions of the State of Ohio. | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (38 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 2824100 ABBOTT LABORATORIES IN | $4,233 | $27,373 |
| 25816109 AMERICAN EXPRESS CO | $11,478 | $24,182 |
| 37833100 APPLE INC | $22,253 | $205,935 |
| 84670702 BERKSHIRE HATHAWAY IN | $26,921 | $41,737 |
| 97023105 BOEING CO | $7,413 | $10,703 |
| 191216100 COCA COLA CO | $14,487 | $32,904 |
| 254687106 DISNEY WALT CO | $6,003 | $18,118 |
| 437076102 HOME DEPOT INC | $26,970 | $214,090 |
| 438516106 HONEYWELL INTL INC | $29,590 | $63,810 |
| 458140100 INTEL CORP | $41,821 | $129,781 |
| 478160104 JOHNSON & JOHNSON | $35,984 | $102,297 |
| 580135101 MCDONALD'S CORP | $38,628 | $139,477 |
| 594918104 MICROSOFT CORP | $29,512 | $266,682 |
| 654106103 NIKE INC CLASS B | $11,785 | $125,342 |
| 666807102 NORTHROP GRUMMAN COR | $32,112 | $54,850 |
| 713448108 PEPSICO INC | $46,435 | $133,470 |
| 75513E101 RAYTHEON TECHNOLOGIE | $6,224 | $14,302 |
| 28176E108 EDWARDS LIFESCIENCES | $32,944 | $136,845 |
| 00206R102 AT&T INC | $39,631 | $40,264 |
| 02079K305 ALPHABET INC/CA-CL A | $5,956 | $17,526 |
| 03076C106 AMERIPRISE FINANCIAL | $37,284 | $155,464 |
| 14040H105 CAPITAL ONE FINANCIA | $20,320 | $39,540 |
| 14448C104 CARRIER GLOBAL CORP | $1,866 | $7,544 |
| 20825C104 CONOCOPHILLIPS | $1,881 | $17,996 |
| 21036P108 CONSTELLATION BRANDS | $19,817 | $38,115 |
| 30231G102 EXXON MOBIL CORP | $47,008 | $38,417 |
| 46625H100 JPMORGAN CHASE & CO | $17,402 | $76,242 |
| 58933Y105 MERCK & CO INC | $4,999 | $12,270 |
| 65339F101 NEXTERA ENERGY INC | $6,331 | $33,020 |
| 68389X105 ORACLE CORP | $26,537 | $90,566 |
| 68902V107 OTIS WORLDWIDE CORP- | $2,797 | $6,755 |
| 70450Y103 PAYPAL HOLDINGS INC- | $5,354 | $70,260 |
| 74251V102 PRINCIPAL FINANCIAL | $5,267 | $4,961 |
| 76118Y104 RESIDEO TECHNOLOGIES | $919 | $1,063 |
| 91324P102 UNITEDHEALTH GROUP I | $7,826 | $105,204 |
| 92343V104 VERIZON COMMUNICATIO | $8,735 | $17,625 |
| 92826C839 VISA INC CLASS A SHA | $8,264 | $39,590 |
| 92939U106 WEC ENERGY GROUP INC | $36,257 | $64,421 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (48 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 57071813 BAIRD MIDCAP INST | AT COST | $11,273 | $20,975 |
| 57071854 BAIRD AGGREGATE BOND | AT COST | $36,682 | $38,131 |
| 256206103 DODGE & COX INTERNAT | AT COST | $30,000 | $30,775 |
| 256210105 DODGE & COX INCOME F | AT COST | $240,000 | $261,257 |
| 314172560 FEDERATED HERMES STR | AT COST | $45,000 | $47,833 |
| 316092857 FIDELITY REAL ESTATE | AT COST | $7,996 | $8,705 |
| 316128503 FIDELITY SPARTAN TAX | AT COST | $156,000 | $176,499 |
| 317609295 SEAFARER OVERSEAS GR | AT COST | $10,718 | $14,708 |
| 411511603 HARBOR FD LARGE CAP | AT COST | $27,662 | $33,413 |
| 412295305 HARDING LOEVNER EMER | AT COST | $10,000 | $30,749 |
| 413838657 OAKMARK INTL SM CAP- | AT COST | $12,741 | $15,377 |
| 461418444 WCM FOCUSED INTL GRO | AT COST | $17,947 | $27,303 |
| 464287168 ISHARES SELECT DIVID | AT COST | $88,853 | $240,450 |
| 464287226 ISHARES CORE US AGGR | AT COST | $200,073 | $211,206 |
| 464287234 ISHARES MSCI EMERGIN | AT COST | $49,540 | $103,340 |
| 464287242 ISHARES IBOXX $ INVE | AT COST | $199,593 | $259,408 |
| 464287374 ISHARES NORTH AMERIC | AT COST | $29,760 | $23,290 |
| 464287440 ISHARES BARCLAYS 7-1 | AT COST | $55,160 | $57,816 |
| 464287465 ISHARES MSCI EAFE ET | AT COST | $25,897 | $30,643 |
| 464287499 ISHARES RUSSELL MID- | AT COST | $92,472 | $141,213 |
| 464287614 ISHARES RUSSELL 1000 | AT COST | $8,551 | $67,760 |
| 464287622 ISHARES RUSSELL 1000 | AT COST | $44,747 | $229,211 |
| 464287705 ISHARES S&P MID-CAP | AT COST | $46,647 | $120,820 |
| 464287887 ISHARES S&P SMALL CA | AT COST | $5,988 | $10,505 |
| 464288414 ISHARES NATIONAL MUN | AT COST | $90,096 | $97,979 |
| 464288638 ISHARES TRUST ISHARE | AT COST | $166,826 | $199,335 |
| 464288646 ISHARES TRUST ISHARE | AT COST | $99,090 | $110,340 |
| 552746364 MFS EMERGING MKTS DE | AT COST | $3,000 | $3,074 |
| 741479109 T ROWE PRICE GROWTH | AT COST | $25,000 | $34,901 |
| 921937603 VANGUARD TOTAL BD MK | AT COST | $200,000 | $210,889 |
| 921943858 VANGUARD FTSE DEVELO | AT COST | $159,126 | $249,646 |
| 922031737 VANGUARD INFLATION P | AT COST | $180,000 | $207,051 |
| 922042775 VANGUARD FTSE ALL WO | AT COST | $33,210 | $43,770 |
| 936793686 WASATCH INTL OPPORTU | AT COST | $8,680 | $15,294 |
| 957663503 WESTERN ASSET CORE P | AT COST | $236,460 | $247,905 |
| 46090E103 INVESCO QQQ TRUST ET | AT COST | $97,128 | $114,515 |
| 00769G543 CAMBIAR INTL EQUITY | AT COST | $24,731 | $24,618 |
| 31423A671 FEDERATED HERMES INT | AT COST | $102,622 | $199,430 |
| 52106N459 LAZARD GLOBAL LISTED | AT COST | $26,867 | $25,857 |
| 69447T771 PACIFIC FUNDS FLOATI | AT COST | $3,000 | $2,957 |
| 72201F490 PIMCO INCOME FUND CL | AT COST | $42,444 | $43,053 |
| 74440B884 PRUDENTIAL TOTAL RET | AT COST | $205,393 | $218,872 |
| 74440Y884 PGIM HIGH YIELD FUND | AT COST | $3,000 | $3,022 |
| 78463V107 SPDR GOLD TRUST ETF | AT COST | $69,383 | $133,770 |
| 89154Q562 TOUCHSTONE SANDS EM | AT COST | $11,052 | $19,432 |
| 89155H389 TOUCHSTONE MIDCAP VA | AT COST | $69,000 | $85,473 |
| 94987W794 WELLS FARGO CORE BON | AT COST | $196,055 | $201,485 |
| 97717X669 WISDOMTREE U.S. QUAL | AT COST | $53,462 | $59,950 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (4 entries)
| DescDesc | AmtAmt |
|---|---|
| UNITED TECHNOLOGIES CORP ADJUSTMENT | $5,444 |
| ROC ADJUSTMENT | $6 |
| 2020 TRANSACTIONS POSTED IN 2021 | $2,639 |
| EXCESS FMV OVER COST OF ASSETS CONTRIB | $2,548,487 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING ADJ FOR SALES AND TRANS | Desc |
| Amt | $4 | Amt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (3 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|---|
| MIRIAM V KILLIN CRAT | ||||
| C/O PNC BANK NA | 116 ALLEGHENY CENTER MALL | PITTSBURGH | PA | 15212 |
| MIRIAM V KILLIN RESIDUARY IRREV TR | ||||
| C/O PNC BANK NA | 116 ALLEGHENY CENTER MALL | PITTSBURGH | PA | 15212 |
| ARTHUR M KILLIN CRAT | ||||
| C/O PNC BANK NA | 116 ALLEGHENY CENTER MALL | PITTSBURGH | PA | 15212 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES ON QUALIFIED FOR | $809 | $809 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $110 | $110 | $0 |
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