JAMES A SIMON AND EDNA R SIMON CHARITABLE TR: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- JAMES A SIMON AND EDNA R SIMON CHARITABLE TR (EIN 27-6478339)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-04-09
- IRS object ID
- 202001009349101400
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-04-09T15:03:11-05:00 | 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 | 276478339 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES A SIMON AND EDNA R SIMON CHARITABLE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SIMO | BusinessNameControlTxt |
| Phone | 4127629161 | 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 | 4127629161 | PhoneNum |
| Signature | 2020-03-26 | 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 | $597,569 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $10,904 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,904 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $104,109 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $543,427 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $104,109 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $115,013 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $115,013 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $7,751 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $5,813 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,938 | 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 | $66 | 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 | $7,817 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,813 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,938 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $26,148 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $26,148 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $33,965 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,813 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $28,086 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $81,048 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $109,200 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $20,316 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $16,808 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $16,808 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $481,917 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $566,468 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $580,761 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $502,233 | TotalAssetsBOYAmt |
| Total Assets EOY | $583,276 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $597,569 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $499,202 | CapitalStockBOYAmt |
| Capital Stock EOY | $580,496 | CapitalStockEOYAmt |
| Retained Earning BOY | $3,031 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,780 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $502,233 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $583,276 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $502,233 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $583,276 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $502,233 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $81,048 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $583,281 | SubtotalAmt |
| Other Decreases | $5 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $583,276 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (60 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 88. ISHARES TIPS BOND ETF | 2016-08-25 | 2019-03-06 | $9,748 | $10,177 | -$429 | -$429 | |
| 872.34 VIRTUS SEIX FLOATING RATE HIGH INCOME FUND CLASS I | 2016-08-05 | 2019-03-07 | $7,459 | $7,507 | -$48 | -$48 | |
| 234. ISHARES TR S&P 500/BARRA GROWTH INDEX FD | 2018-11-28 | 2019-03-27 | $39,896 | $37,799 | $2,097 | $2,097 | |
| 43.581 T ROWE PRICE GROWTH STOCK FUND | 2013-10-07 | 2019-03-28 | $2,859 | $2,040 | $819 | $819 | |
| 4. ISHARES MSCI EMERGING MKTS INDEX FUND | 2018-12-26 | 2019-05-28 | $161 | $154 | $7 | $7 | |
| 373. ISHARES MSCI EMERGING MKTS INDEX FUND | 2014-12-22 | 2019-05-28 | $14,988 | $15,225 | -$237 | -$237 | |
| 160. ISHARES EDGE MSCI USA QUALITY FACTOR ETF | 2016-09-30 | 2019-05-28 | $14,107 | $10,794 | $3,313 | $3,313 | |
| 108. ISHARES EDGE MSCI USA VALUE FACTOR ETF | 2016-09-30 | 2019-05-28 | $8,372 | $7,043 | $1,329 | $1,329 | |
| 32. ISHARES EDGE MSCI USA MOMENTUM FACTOR ETF | 2018-09-28 | 2019-05-28 | $3,654 | $3,816 | -$162 | -$162 | |
| 250. WISDOMTREE U.S. QUALITY DIVI ETF | 2016-09-30 | 2019-05-28 | $10,529 | $8,069 | $2,460 | $2,460 | |
| 251. ISHARES CORE US AGGREGATE BOND ETF | 2014-10-22 | 2019-08-28 | $28,640 | $27,690 | $950 | $950 | |
| 698.517 VANGUARD TOTL BD MKT IDX-ADM | 2019-05-29 | 2019-08-29 | $7,823 | $7,509 | $314 | $314 | |
| 2551.501 VANGUARD TOTL BD MKT IDX-ADM | 2014-10-23 | 2019-08-29 | $28,577 | $27,689 | $888 | $888 | |
| 99.327 BAIRD MIDCAP INST | 2016-04-06 | 2019-12-17 | $2,256 | $1,504 | $752 | $752 | |
| 73.643 SEAFARER OVERSEAS GROWTH & INCOME INSTL CLASS | 2019-05-29 | 2019-12-17 | $901 | $789 | $112 | $112 | |
| 115.042 OAKMARK INTL SM CAP-INST 2888 | 2019-05-29 | 2019-12-17 | $1,873 | $1,607 | $266 | $266 | |
| 303.73 WCM FOCUSED INTL GROWTH-INS | 2018-09-26 | 2019-12-17 | $5,713 | $5,069 | $644 | $644 | |
| 2. ISHARES TR S&P SMLCP VALU | 2012-10-05 | 2019-12-17 | $319 | $161 | $158 | $158 | |
| 15. ISHARES EDGE MSCI USA QUALITY FACTOR ETF | 2016-09-30 | 2019-12-17 | $1,498 | $1,012 | $486 | $486 | |
| 13. ISHARES EDGE MSCI USA VALUE FACTOR ETF | 2016-09-30 | 2019-12-17 | $1,151 | $848 | $303 | $303 | |
| 1. ISHARES EDGE MSCI USA MOMENTUM FACTOR ETF | 2018-09-28 | 2019-12-17 | $124 | $119 | $5 | $5 | |
| 33.664 JENSEN QUALITY GROWTH-Y | 2019-03-28 | 2019-12-17 | $1,848 | $1,657 | $191 | $191 | |
| 97.322 MFS VALUE FUND CLASS I FUND 893 | 2010-09-21 | 2019-12-17 | $4,382 | $2,054 | $2,328 | $2,328 | |
| 17.924 T ROWE PRICE GROWTH STOCK FUND | 2013-10-07 | 2019-12-17 | $1,293 | $839 | $454 | $454 | |
| 84.448 ROWE T PRICE VALUE FD INC COM | 2013-08-01 | 2019-12-17 | $3,175 | $2,812 | $363 | $363 | |
| 74.056 TOUCHSTONE SANDS EM GR-INST FUND 565 | 2019-05-29 | 2019-12-17 | $1,063 | $923 | $140 | $140 | |
| 57.84 WELLS FARGO SPECIAL US MID CAP VALUE I | 2016-05-26 | 2019-12-17 | $2,418 | $1,858 | $560 | $560 | |
| 29. WISDOMTREE U.S. QUALITY DIVI ETF | 2016-09-30 | 2019-12-17 | $1,400 | $936 | $464 | $464 | |
| 134.766 CAMBIAR INTL EQUITY FUND-INS | 2016-12-20 | 2019-12-23 | $3,703 | $3,272 | $431 | $431 | |
| 862.89 BAIRD MIDCAP INST | 2016-04-06 | 2019-12-23 | $19,777 | $13,109 | $6,668 | $6,668 | |
| 63.278 BAIRD AGGREGATE BOND FUND FD 72 | 2019-08-29 | 2019-12-23 | $710 | $717 | -$7 | -$7 | |
| 599.773 WCM FOCUSED INTL GROWTH-INS | 2018-09-26 | 2019-12-23 | $11,300 | $10,010 | $1,290 | $1,290 | |
| 10. ISHARES BARCLAYS 7-10 YEAR TREASURY | 2019-08-29 | 2019-12-23 | $1,103 | $1,137 | -$34 | -$34 | |
| 53. ISHARES TR S&P SMLCP VALU | 2012-10-05 | 2019-12-23 | $8,499 | $5,154 | $3,345 | $3,345 | |
| 2. ISHARES TR S&P SMLCP VALU | 2018-12-26 | 2019-12-23 | $321 | $255 | $66 | $66 | |
| 46. ISHARES TR S&P SMLCP GROW | 2014-03-17 | 2019-12-23 | $8,863 | $5,763 | $3,100 | $3,100 | |
| 228. ISHARES EDGE MSCI USA QUALITY FACTOR ETF | 2016-09-30 | 2019-12-23 | $23,015 | $15,468 | $7,547 | $7,547 | |
| 177. ISHARES EDGE MSCI USA VALUE FACTOR ETF | 2016-09-30 | 2019-12-23 | $15,902 | $11,544 | $4,358 | $4,358 | |
| 6. ISHARES EDGE MSCI USA VALUE FACTOR ETF | 2018-12-26 | 2019-12-23 | $539 | $421 | $118 | $118 | |
| 47. ISHARES EDGE MSCI USA MOMENTUM FACTOR ETF | 2018-09-28 | 2019-12-23 | $5,901 | $5,605 | $296 | $296 | |
| 990.198 MFS VALUE FUND CLASS I FUND 893 | 2010-09-21 | 2019-12-23 | $44,183 | $24,744 | $19,439 | $19,439 | |
| 60.219 MFS VALUE FUND CLASS I FUND 893 | 2018-12-26 | 2019-12-23 | $2,687 | $2,103 | $584 | $584 | |
| 60.027 PIMCO INCOME FUND CLASS INS | 2019-08-29 | 2019-12-23 | $723 | $714 | $9 | $9 | |
| 43.284 T ROWE PRICE GROWTH STOCK FUND | 2018-12-26 | 2019-12-23 | $3,174 | $2,433 | $741 | $741 | |
| 529.981 T ROWE PRICE GROWTH STOCK FUND | 2013-10-07 | 2019-12-23 | $38,858 | $25,965 | $12,893 | $12,893 | |
| 129.108 ROWE T PRICE VALUE FD INC COM | 2018-12-26 | 2019-12-23 | $4,889 | $3,873 | $1,016 | $1,016 | |
| 1206.423 ROWE T PRICE VALUE FD INC COM | 2013-08-01 | 2019-12-23 | $45,687 | $40,021 | $5,666 | $5,666 | |
| 126.992 WELLS FARGO CORE BOND FUND | 2019-03-07 | 2019-12-23 | $1,678 | $1,603 | $75 | $75 | |
| 81.928 WELLS FARGO CORE BOND FUND | 2019-08-29 | 2019-12-23 | $1,082 | $1,093 | -$11 | -$11 | |
| 443.83 WELLS FARGO SPECIAL US MID CAP VALUE I | 2016-05-26 | 2019-12-23 | $18,672 | $14,395 | $4,277 | $4,277 | |
| 47.989 WELLS FARGO SPECIAL US MID CAP VALUE I | 2018-12-26 | 2019-12-23 | $2,019 | $1,534 | $485 | $485 | |
| 50.278 WESTERN ASSET CORE PLUS BOND FD CLASS I FD 287 | 2019-08-29 | 2019-12-23 | $599 | $609 | -$10 | -$10 | |
| 65.15 WESTERN ASSET CORE PLUS BOND FD CLASS I FD 287 | 2018-04-06 | 2019-12-23 | $776 | $756 | $20 | $20 | |
| 390. WISDOMTREE U.S. QUALITY DIVI ETF | 2016-09-30 | 2019-12-23 | $18,920 | $12,588 | $6,332 | $6,332 | |
| 1251.2 BAIRD AGGREGATE BOND FUND FD 72 | 2019-08-29 | 2019-12-24 | $14,051 | $14,170 | -$119 | -$119 | |
| 101.169 PIMCO INCOME FUND CLASS INS | 2019-08-29 | 2019-12-24 | $1,221 | $1,203 | $18 | $18 | |
| 1298.245 WELLS FARGO CORE BOND FUND | 2019-03-07 | 2019-12-24 | $17,163 | $16,384 | $779 | $779 | |
| 837.56 WELLS FARGO CORE BOND FUND | 2019-08-29 | 2019-12-24 | $11,073 | $11,178 | -$105 | -$105 | |
| 327.344 WESTERN ASSET CORE PLUS BOND FD CLASS I FD 287 | 2018-04-06 | 2019-12-24 | $3,905 | $3,797 | $108 | $108 | |
| CAPITAL GAIN DIVIDENDS | $6,207 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $104,109 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $26,763 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $569,278 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047012 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $24,985 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $547,296 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.045652 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $25,079 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $506,430 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049521 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $21,585 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $516,354 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.041803 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $5,515 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $524,065 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.010524 | DistributionYr5Rt |
| Total Distribution | 0.194512 | TotalDistributionRt |
| Average Distribution | 0.038902 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $566,100 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $22,022 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,092 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $23,114 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $28,086 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,092 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,092 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,092 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $360 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $360 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $732 | 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 | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | 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 | 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 | 4127629161 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 | 2 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $7,751 | 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 | $574,721 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $574,721 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $574,721 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,621 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $566,100 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $28,305 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $28,305 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,092 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,092 | TotalTaxAmt |
| Distributable Before Adj | $27,213 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $27,213 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $27,213 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $28,086 | 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 | $28,086 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,092 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $26,994 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $27,213 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $26,149 | 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 | $28,086 | QualifyingDistributionsAmt |
| Applied To Year1 | $26,149 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,937 | 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 | $25,276 | 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 (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | |||||||
| SHARED SERVICE CENTER | OKLAHOMA CITY | OK | 73162 | NONE | PC | GENERAL SUPPORT | $5,230 |
| SALVATION ARMY | |||||||
| 440 WEST NYACK ROAD | WEST NYACK | NY | 109941753 | NONE | PC | GENERAL SUPPORT | $2,615 |
| HOSPICE & COMMUNITY CARE | |||||||
| PO BOX 4125 | LANCASTER | PA | 176044125 | NONE | PC | GENERAL SUPPORT | $3,922 |
| SAXTON COMMUNITY LIBRARY | |||||||
| 315 FRONT ST PO BOX 34 | SAXTON | PA | 166780034 | NONE | PC | GENERAL SUPPORT | $6,537 |
| HOPEWELL AREA SENIOR CITIZENS | |||||||
| 305 MIFFLIN ST | HOPEWELL | PA | 166500012 | NONE | PC | GENERAL SUPPORT | $3,922 |
| CORNWALL UNITED METHODIST CHURCH | |||||||
| PO BOX 687 | CORNWALL | PA | 170160687 | NONE | PC | GENERAL SUPPORT | $3,922 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $26,148 | 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 | $10,904 | 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 | $104,109 | 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 | $115,013 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $115,013 | 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 | $97,356 | $97,273 |
| MUTUAL FUNDS - EQUITY | AT COST | $469,112 | $483,488 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING ADJ FOR SALES AND TRANSACTIONS | Desc |
| Amt | $5 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL ESTIMATES - PRINCIPAL | CategoryTxt |
| Amt | $66 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |