IRENE W STETSON TR UW: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- IRENE W STETSON TR UW (EIN 34-6656947)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-03-06
- IRS object ID
- 202000669349100805
- Schema version
- 2019v5.0
- 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
- Expln Of Non Filing With AG Stmt
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-03-06T09:00:24-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 346656947 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STETSON IRENE W TW | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STET | BusinessNameControlTxt |
| Phone | 4127685892 | 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 | 4127685892 | PhoneNum |
| Signature | 2020-02-28 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $159,969 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $3,606 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,606 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $48,199 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $153,209 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $48,199 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $51,805 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $51,805 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,158 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $579 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $579 | 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 | $254 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $254 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $86 | 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 |
| Other Expenses Rev And Expnss | $100 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $100 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,598 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $579 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $933 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,674 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,674 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,272 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $579 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,607 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $43,533 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $51,226 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $8,458 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,223 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,223 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $98,573 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $142,340 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $151,746 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $107,031 | TotalAssetsBOYAmt |
| Total Assets EOY | $150,563 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $159,969 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $105,427 | CapitalStockBOYAmt |
| Capital Stock EOY | $149,352 | CapitalStockEOYAmt |
| Retained Earning BOY | $1,604 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,211 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $107,031 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $150,563 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $107,031 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $150,563 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $107,031 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $43,533 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $150,564 | SubtotalAmt |
| Other Decreases | $1 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $150,563 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (47 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 664.251 BLACKROCK HIGH YIELD BOND PORTFOLIO CL INSTL | 2014-01-16 | 2019-04-03 | $5,028 | $5,500 | -$472 | -$472 | |
| 300.978 DODGE & COX INCOME FUND | 2018-10-25 | 2019-04-03 | $4,096 | $4,000 | $96 | $96 | |
| 915.986 DODGE & COX INCOME FUND | 2019-04-03 | $12,467 | $11,900 | $567 | $567 | ||
| 75. ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND | 2009-06-08 | 2019-04-03 | $8,859 | $7,336 | $1,523 | $1,523 | |
| 248. ISHARES TR RUSSELL MIDCAP INDEX FD | 2009-06-08 | 2019-04-03 | $13,608 | $4,110 | $9,498 | $9,498 | |
| 17. ISHARES TR RUSSELL 2000 | 2010-09-27 | 2019-04-03 | $2,647 | $1,136 | $1,511 | $1,511 | |
| 1025.754 JPMORGAN VALUE ADVANTAGE-INS FD 1400 | 2014-01-16 | 2019-04-03 | $35,727 | $27,777 | $7,950 | $7,950 | |
| 154.65 PNC SMALL CAP FUND MERGED 11/15/19 | 2005-03-21 | 2019-04-03 | $2,839 | $1,692 | $1,147 | $1,147 | |
| 437.875 PNC INTERNATIONAL EQUITY-R6 MERGED 11/15/19 | 1998-07-31 | 2019-04-03 | $10,321 | $4,858 | $5,463 | $5,463 | |
| 505.714 T ROWE PRICE GROWTH STOCK FUND | 2011-10-18 | 2019-04-03 | $34,095 | $16,173 | $17,922 | $17,922 | |
| 168. VANGUARD TOTAL BOND MARKET ETF | 2009-06-08 | 2019-04-03 | $13,532 | $12,841 | $691 | $691 | |
| 39. VANGUARD FTSE EMERGING MARKETS ETF | 2009-06-08 | 2019-04-03 | $1,688 | $1,250 | $438 | $438 | |
| 28.759 BLACKROCK TOTAL RETURN-I | 2019-04-03 | 2019-09-23 | $343 | $330 | $13 | $13 | |
| 31.208 HARBOR FD VALUE FUND | 2019-04-03 | 2019-09-23 | $504 | $469 | $35 | $35 | |
| 1.395 OAKMARK INTL SM CAP-INST 2888 | 2019-04-03 | 2019-09-23 | $21 | $20 | $1 | $1 | |
| 25.686 WCM FOCUSED INTL GROWTH-INS | 2019-04-03 | 2019-09-23 | $445 | $411 | $34 | $34 | |
| 1. ISHARES TR S&P 500 INDEX FD | 2019-04-03 | 2019-09-23 | $302 | $289 | $13 | $13 | |
| 1. ISHARES TR S&P SMLCAP 600 | 2019-04-03 | 2019-09-23 | $79 | $78 | $1 | $1 | |
| 1.062 JENSEN QUALITY GROWTH-Y | 2019-04-03 | 2019-09-23 | $55 | $53 | $2 | $2 | |
| .398 LAZARD GLOBAL LISTED INFRASTRUCTURE PORTFOLIO | 2019-04-03 | 2019-09-23 | $6 | $6 | |||
| 2.418 MFS EMERGING MKTS DEBT FD-R6 | 2019-04-03 | 2019-09-23 | $36 | $35 | $1 | $1 | |
| 30.923 NUANCE MID CAP VALUE-Z | 2019-04-03 | 2019-09-23 | $415 | $384 | $31 | $31 | |
| 19.855 PRINCIPAL MIDCAP FUND-R6 | 2019-04-03 | 2019-09-23 | $609 | $546 | $63 | $63 | |
| 2.106 PGIM HIGH YIELD FUND CLASS R6 | 2019-04-03 | 2019-09-23 | $12 | $11 | $1 | $1 | |
| 5. SCHWAB US REIT ETF | 2019-04-03 | 2019-09-23 | $235 | $224 | $11 | $11 | |
| 5.032 TOUCHSTONE MID CAP GROW-INST | 2019-04-03 | 2019-09-23 | $165 | $158 | $7 | $7 | |
| .787 TRIBUTARY SMALL COMPANY FD INST PLUS FD 1705 | 2019-04-03 | 2019-09-23 | $22 | $22 | |||
| 51.585 WASATCH INTL OPPORTUNIT-INST | 2019-04-03 | 2019-09-23 | $188 | $174 | $14 | $14 | |
| 34.768 WESTERN ASSET CORE PLUS BOND FD CLASS I FD 287 | 2019-04-03 | 2019-09-23 | $420 | $401 | $19 | $19 | |
| 8.045 CAMBIAR INTL EQUITY FUND-INS | 2019-04-03 | 2019-11-15 | $215 | $209 | $6 | $6 | |
| 2.52 BLACKROCK TOTAL RETURN-I | 2019-04-03 | 2019-11-15 | $30 | $29 | $1 | $1 | |
| 10.488 SEAFARER OVERSEAS GROWTH & INCOME INSTL CLASS | 2019-04-03 | 2019-11-15 | $127 | $122 | $5 | $5 | |
| 19.641 HARBOR FD VALUE FUND | 2019-04-03 | 2019-11-15 | $331 | $295 | $36 | $36 | |
| 10.57 OAKMARK INTL SM CAP-INST 2888 | 2019-04-03 | 2019-11-15 | $164 | $154 | $10 | $10 | |
| 13.201 WCM FOCUSED INTL GROWTH-INS | 2019-04-03 | 2019-11-15 | $238 | $211 | $27 | $27 | |
| 2. ISHARES TR S&P SMLCAP 600 | 2019-04-03 | 2019-11-15 | $162 | $157 | $5 | $5 | |
| 4. ISHARES CORE MSCI EAFE ETF ETF | 2019-04-03 | 2019-11-15 | $256 | $248 | $8 | $8 | |
| 4.593 JENSEN QUALITY GROWTH-Y | 2019-04-03 | 2019-11-15 | $245 | $231 | $14 | $14 | |
| 17.849 LAZARD GLOBAL LISTED INFRASTRUCTURE PORTFOLIO | 2019-04-03 | 2019-11-15 | $281 | $264 | $17 | $17 | |
| 14.995 NUANCE MID CAP VALUE-Z | 2019-04-03 | 2019-11-15 | $207 | $186 | $21 | $21 | |
| 4.677 PRINCIPAL MIDCAP FUND-R6 | 2019-04-03 | 2019-11-15 | $147 | $129 | $18 | $18 | |
| 6.391 TOUCHSTONE SANDS EM GR-INST FUND 565 | 2019-04-03 | 2019-11-15 | $87 | $86 | $1 | $1 | |
| 5.695 TOUCHSTONE MID CAP GROW-INST | 2019-04-03 | 2019-11-15 | $195 | $178 | $17 | $17 | |
| 6.683 TRIBUTARY SMALL COMPANY FD INST PLUS FD 1705 | 2019-04-03 | 2019-11-15 | $194 | $185 | $9 | $9 | |
| 29.786 WASATCH INTL OPPORTUNIT-INST | 2019-04-03 | 2019-11-15 | $113 | $101 | $12 | $12 | |
| 3.571 WESTERN ASSET CORE PLUS BOND FD CLASS I FD 287 | 2019-04-03 | 2019-11-15 | $43 | $41 | $2 | $2 | |
| CAPITAL GAIN DIVIDENDS | $1,410 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $48,199 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $6,255 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $151,480 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.041293 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,116 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $140,992 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.007915 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $8,918 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $127,472 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.06996 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $10,595 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $140,886 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.075203 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $5,632 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $141,698 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.039747 | DistributionYr5Rt |
| Total Distribution | 0.234118 | TotalDistributionRt |
| Average Distribution | 0.046824 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $152,290 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $7,131 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $512 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $7,643 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $7,607 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,025 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,025 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,025 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $175 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $175 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $850 | 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 | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | SEE FOOTNOTE | 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 | 4127685892 | 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 | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $1,158 | 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 | $154,609 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $154,609 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $154,609 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,319 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $152,290 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,615 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,615 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,025 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,025 | TotalTaxAmt |
| Distributable Before Adj | $6,590 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,590 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,590 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,607 | 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 | $7,607 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $7,607 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,590 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $6,674 | 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 | $7,607 | QualifyingDistributionsAmt |
| Applied To Year1 | $6,674 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $933 | 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 | $5,657 | 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
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PNC Charitable Trust Grant Rev Comm | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | The Tower at PNC Plaza 300 Fifth A | AddressLine1Txt |
| City | Pittsburgh | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4127625157 | RecipientPhoneNum |
| Form And Info And Materials | Please reference the name of the trust in all communications See website: www.pnc.com/en/about-pnc/corporate-responsibility/ philanthropy/charitable-trusts.html for specific information | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | See website: www.pnc.com/en/about-pnc/corporate-responsibility/ philanthropy/charitable-trusts.html | SubmissionDeadlinesTxt |
| Restrictions On Awards | See website: www.pnc.com/en/about-pnc/corporate-responsibility/ philanthropy/charitable-trusts.html for specific information | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| EASTERN GATEWAY COMMUNITY COLLEGE FDN | |||||||
| 4000 SUNSET BLVD | STEUBENVILLE | OH | 43952 | NONE | PC | BOOK LENDING PROGRAM | $5,174 |
| KENT STATE UNIVERSITY FOUNDATION | |||||||
| 350 S LINCOLN ST PO BOX 5190 | Kent | OH | 44242 | NONE | PC | SCHOLARSHIP | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,674 | 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 | $3,606 | 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 | $48,199 | 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 | $51,805 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $51,805 | 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 |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THIS TRUST DOES NOT PROVIDE A COPY OF FORM 990-PF TO THE OHIO ATTORNEY GENERAL BECAUSE, IN LIEU THEREOF, IT IS REQUIRED TO FILE AN ON-LINE ANNUAL REPORT WITH THE OHIO ATTORNEY GENERAL OFFICE AT www .ohioattorneygeneral.gov | ExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS - FIXED INCOME | AT COST | $49,246 | $50,727 |
| MUTUAL FUNDS - EQUITIES | AT COST | $69,795 | $76,249 |
| ETF FIXED | |||
| ETF EQUITY | AT COST | $23,299 | $24,770 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES - PRINCIPAL (ALLOCA | CategoryTxt |
| Legal Fees | $254 | LegalFeesAmt |
| Disbursements Charitable Prps | $254 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJ FOR ROUNDING TRANSACTIONS AND SALES | Desc |
| Amt | $1 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STATE FILING FEES | Desc |
| Revenue And Expenses Per Books | $100 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $100 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL ESTIMATES - PRINCIPAL | CategoryTxt |
| Amt | $86 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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