J R DAVIS TRUST FBO NEW SALEM PRESBYTERIAN CHURCH 46-P15513008: Form 990PF, tax year 2018
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- Organization
- J R DAVIS TRUST FBO NEW SALEM PRESBYTERIAN CHURCH 46-P15513008 (EIN 34-7163884)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-04-25
- IRS object ID
- 201931159349100218
- Schema version
- 2018v3.0
- 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
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-04-25T11:00:27-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 347163884 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVIS J R FBO NEW SALEM PRES CHURCH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DAVI | BusinessNameControlTxt |
| Phone | 4127620861 | 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 | 4127620861 | PhoneNum |
| Signature | 2019-04-24 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $762,433 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $17,146 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $17,146 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $15,112 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $296,478 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $15,112 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $412 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $32,670 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $32,258 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $11,046 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $5,523 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $5,523 | 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 Rev And Expnss | $3,488 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,488 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,590 | TaxesRevAndExpnssAmt |
| 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 | $23,124 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,523 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,011 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $18,619 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $18,619 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $41,743 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,523 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $27,630 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$9,073 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $26,735 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $42,392 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $29,539 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $29,539 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $763,303 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $767,079 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $732,894 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $805,695 | TotalAssetsBOYAmt |
| Total Assets EOY | $796,618 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $762,433 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $798,650 | CapitalStockBOYAmt |
| Capital Stock EOY | $789,771 | CapitalStockEOYAmt |
| Retained Earning BOY | $7,045 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,847 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $805,695 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $796,618 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $805,695 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $796,618 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $805,695 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$9,073 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $796,622 | SubtotalAmt |
| Other Decreases | $4 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $796,618 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (39 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 2025.068 BLACKROCK STRATEGIC INCOME OPPORTUNITIES PORTFOLIO | 2017-10-30 | 2018-04-06 | $20,068 | $20,190 | -$122 | -$122 | |
| 1328.284 TEMPLETON GLOBAL BOND FUND AD FUND | 2013-11-06 | 2018-04-06 | $15,873 | $17,017 | -$1,144 | -$1,144 | |
| 57. ISHARES MSCI EAFE SMALL-CAP ETF | 2017-11-30 | 2018-04-30 | $3,749 | $3,637 | $112 | $112 | |
| 78. ISHARES MSCI EMERGING MKTS INDEX FUND | 2017-11-30 | 2018-05-31 | $3,557 | $3,615 | -$58 | -$58 | |
| 4. SECTOR SPDR TR SBI INT-TECH | 2017-10-30 | 2018-05-31 | $280 | $252 | $28 | $28 | |
| 130. AMEX FINANCIAL SELECT SPDR | 2018-04-30 | 2018-06-29 | $3,497 | $3,614 | -$117 | -$117 | |
| 49. SECTOR SPDR TR SBI INT-ENERGY | 2018-05-31 | 2018-07-31 | $3,784 | $3,741 | $43 | $43 | |
| 53. SECTOR SPDR TR SBI INT-TECH | 2017-10-30 | 2018-08-31 | $4,004 | $3,327 | $677 | $677 | |
| 188. XTRACKERS MSCI JAPAN HEDGED ETF | 2017-10-30 | 2018-09-25 | $8,329 | $8,061 | $268 | $268 | |
| 1118. XTRACKERS MSCI EUROPE HEDGED ETF | 2017-10-30 | 2018-09-25 | $31,969 | $32,333 | -$364 | -$364 | |
| 370.117 ARTISAN INTERNATIONAL FD-ADV | 2017-10-30 | 2018-09-26 | $12,595 | $12,114 | $481 | $481 | |
| 263.612 HARDING LOEVNER INTERNATIONAL EQUITY PORTFOLIO | 2011-02-07 | 2018-09-26 | $6,137 | $4,039 | $2,098 | $2,098 | |
| 96.545 HARDING LOEVNER INTERNATIONAL EQUITY PORTFOLIO | 2017-10-30 | 2018-09-26 | $2,248 | $2,168 | $80 | $80 | |
| 973.612 MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND CLASS I | 2017-10-30 | 2018-09-26 | $18,869 | $19,131 | -$262 | -$262 | |
| 671.033 MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND CLASS I | 2013-12-12 | 2018-09-26 | $13,005 | $12,500 | $505 | $505 | |
| 541.043 TEMPLETON INSTL FDS INC FOREIGN EQUITY SER | 2017-10-30 | 2018-09-26 | $11,714 | $12,114 | -$400 | -$400 | |
| 119.521 BAIRD MIDCAP INST | 2017-10-30 | 2018-09-28 | $2,668 | $2,290 | $378 | $378 | |
| 13.12 WCM FOCUSED INTL GROWTH-INS | 2018-09-26 | 2018-09-28 | $218 | $219 | -$1 | -$1 | |
| 43. ISHARES TR S&P SMLCAP 600 | 2018-06-29 | 2018-09-28 | $3,749 | $3,616 | $133 | $133 | |
| 5. ISHARES TR S&P SMLCP VALU | 2017-10-30 | 2018-09-28 | $835 | $746 | $89 | $89 | |
| 7. ISHARES TR S&P SMLCP GROW | 2017-10-30 | 2018-09-28 | $1,412 | $1,158 | $254 | $254 | |
| 49. ISHARES EDGE MSCI USA QUALITY FACTOR ETF | 2017-10-30 | 2018-09-28 | $4,427 | $3,893 | $534 | $534 | |
| 26. ISHARES EDGE MSCI USA VALUE FACTOR ETF | 2017-10-30 | 2018-09-28 | $2,285 | $2,066 | $219 | $219 | |
| 19.741 LAZARD GLOBAL LISTED INFRASTRUCTURE PORTFOLIO | 2018-09-26 | 2018-09-28 | $303 | $302 | $1 | $1 | |
| 89.71 T ROWE PRICE GROWTH STOCK FUND | 2017-10-30 | 2018-09-28 | $6,479 | $5,856 | $623 | $623 | |
| 34. SECTOR SPDR TR SBI CYCL TRANS | 2018-07-31 | 2018-09-28 | $3,984 | $3,783 | $201 | $201 | |
| 53. SECTOR SPDR TR SBI INT-ENERGY | 2018-08-31 | 2018-09-28 | $4,029 | $3,943 | $86 | $86 | |
| 757.835 TOUCHSTONE SANDS CAPITAL SELECT GROWTH FD CLASS Y | 2017-10-30 | 2018-09-28 | $14,194 | $13,527 | $667 | $667 | |
| 77. WISDOMTREE U.S. QUALITY DIVI ETF | 2017-10-30 | 2018-09-28 | $3,411 | $3,020 | $391 | $391 | |
| 698.461 TOUCHSTONE SANDS CAPITAL SELECT GROWTH FD CLASS Y | 2017-12-21 | 2018-11-28 | $11,518 | $10,232 | $1,286 | $1,286 | |
| 2182.992 TOUCHSTONE SANDS CAPITAL SELECT GROWTH FD CLASS Y | 2017-10-30 | 2018-11-28 | $35,998 | $38,966 | -$2,968 | -$2,968 | |
| 25. ISHARES TIPS BOND ETF | 2017-10-30 | 2018-12-27 | $2,734 | $2,842 | -$108 | -$108 | |
| 95. ISHARES CORE US AGGREGATE BOND ETF | 2017-10-30 | 2018-12-27 | $10,062 | $10,396 | -$334 | -$334 | |
| 7. ISHARES MSCI EMERGING MKTS INDEX FUND | 2017-10-30 | 2018-12-27 | $268 | $322 | -$54 | -$54 | |
| 943.247 VANGUARD TOTL BD MKT IDX-ADM | 2017-10-30 | 2018-12-27 | $9,810 | $10,159 | -$349 | -$349 | |
| 78.116 VIRTUS SEIX FLOATING RATE HIGH INCOME FUND CLASS I | 2018-09-28 | 2018-12-27 | $648 | $680 | -$32 | -$32 | |
| 77.651 VIRTUS SEIX FLOATING RATE HIGH INCOME FUND CLASS I | 2016-08-30 | 2018-12-27 | $645 | $669 | -$24 | -$24 | |
| 416.195 WESTERN ASSET CORE PLUS BOND FD CLASS I FD 287 | 2018-04-06 | 2018-12-27 | $4,649 | $4,828 | -$179 | -$179 | |
| CAPITAL GAIN DIVIDENDS | $12,474 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $15,112 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $19,719 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $609,508 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.032352 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $14,362 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $282,210 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050891 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $14,615 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $292,880 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049901 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $13,451 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $298,622 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.045044 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $11,909 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $276,693 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04304 | DistributionYr5Rt |
| Total Distribution | 0.221228 | TotalDistributionRt |
| Average Distribution | 0.044246 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $809,784 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $35,830 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $267 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $36,097 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $27,630 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $535 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $535 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $535 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,367 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $4,367 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,832 | OverpaymentAmt |
| Applied To ES Tax | $268 | AppliedToESTaxAmt |
| Refund | $3,564 | 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 | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PNC BANK NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4127620861 | 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 NA | 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 | 3 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $11,046 | 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 | $822,116 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $822,116 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $822,116 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,332 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $809,784 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $40,489 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $40,489 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $535 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $535 | TotalTaxAmt |
| Distributable Before Adj | $39,954 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $39,954 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $39,954 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $27,630 | 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 | $27,630 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $27,630 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $39,954 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $18,619 | 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 | $27,630 | QualifyingDistributionsAmt |
| Applied To Year1 | $18,619 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $9,011 | 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 | $30,943 | 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) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEW SALEM PRESBYTERIAN CHURCH | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27 SOUTH MILLSTREET | AddressLine1Txt |
| City | NEW SALEM | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 154681001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL SUPPORT | GrantOrContributionPurposeTxt |
| Amt | $18,619 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $18,619 | 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 | $17,146 | 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 | $15,112 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STATE TAX REFUND | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $412 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $32,670 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $32,670 | 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 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS - FIXED | AT COST | $253,502 | $246,256 |
| MUTUAL FUNDS - EQUITY | AT COST | $513,577 | $486,638 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES - PRINCIPAL (ALLOCA | CategoryTxt |
| Legal Fees | $3,488 | LegalFeesAmt |
| Disbursements Charitable Prps | $3,488 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING ADJ FOR SALES AND TRANSACTIONS | Desc |
| Amt | $4 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STATE TAX REFUND | Desc |
| Revenue And Expenses Per Books | $412 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $4,223 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $4,367 | $0 | $0 |
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