E BISBEE WARNER CHARITABLE TR UW 1006489: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- E BISBEE WARNER CHARITABLE TR UW 1006489 (EIN 23-7704723)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-03-16
- IRS object ID
- 202000769349100505
- 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 | 2020-03-16T09:00:23-05:00 | 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 | 237704723 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | E BISBEE WARNER CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WARN | BusinessNameControlTxt |
| Phone | 4127685898 | 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 | 4127685898 | PhoneNum |
| Signature | 2020-03-13 | SignatureDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 161.150.240.3 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DDAB17B02E4EC9B2EBC4ADBD1BB9DCBFEBDB5BDE | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | EBA50F5561A07826251CD406D102747F1CDF71DD | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-11-19 02:30:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $354,260 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $8,514 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,514 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $35,898 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $281,616 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $35,898 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $44,412 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $44,412 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $4,144 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $3,937 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $207 | 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 | $100 | 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 | $4,244 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,937 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $207 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $15,126 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $15,126 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $19,370 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,937 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $15,333 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $25,042 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $40,475 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $15,708 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $10,147 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $10,147 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $293,246 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $323,852 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $344,113 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $308,954 | TotalAssetsBOYAmt |
| Total Assets EOY | $333,999 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $354,260 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $306,375 | CapitalStockBOYAmt |
| Capital Stock EOY | $331,718 | CapitalStockEOYAmt |
| Retained Earning BOY | $2,579 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,281 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $308,954 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $333,999 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $308,954 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $333,999 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $308,954 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $25,042 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3 | OtherIncreasesAmt |
| Subtotal | $333,999 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $333,999 | 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 |
|---|---|---|---|---|---|---|---|
| 7. ISHARES TIPS BOND ETF | 2016-08-25 | 2019-01-10 | $771 | $814 | -$43 | -$43 | |
| 28. ISHARES CORE US AGGREGATE BOND ETF | 2014-10-22 | 2019-01-10 | $2,982 | $3,095 | -$113 | -$113 | |
| 9. ISHARES MSCI EMERGING MKTS INDEX FUND | 2012-12-06 | 2019-01-10 | $365 | $382 | -$17 | -$17 | |
| 254.569 VANGUARD TOTL BD MKT IDX-ADM | 2014-10-22 | 2019-01-10 | $2,658 | $2,777 | -$119 | -$119 | |
| 7.823 VIRTUS SEIX FLOATING RATE HIGH INCOME FUND CLASS I | 2018-02-06 | 2019-01-10 | $66 | $68 | -$2 | -$2 | |
| 13.14 VIRTUS SEIX FLOATING RATE HIGH INCOME FUND CLASS I | 2018-09-07 | 2019-01-10 | $112 | $114 | -$2 | -$2 | |
| 30.969 VIRTUS SEIX FLOATING RATE HIGH INCOME FUND CLASS I | 2016-08-05 | 2019-01-10 | $263 | $269 | -$6 | -$6 | |
| 126.646 WESTERN ASSET CORE PLUS BOND FD CLASS I FD 287 | 2018-04-06 | 2019-01-10 | $1,430 | $1,469 | -$39 | -$39 | |
| 3.249 CAMBIAR INTL EQUITY FUND-INS | 2018-09-26 | 2019-04-04 | $84 | $90 | -$6 | -$6 | |
| 44.515 BAIRD MIDCAP INST | 2019-01-10 | 2019-04-04 | $948 | $824 | $124 | $124 | |
| 379.997 BAIRD MIDCAP INST | 2016-04-06 | 2019-04-04 | $8,090 | $5,740 | $2,350 | $2,350 | |
| 144.298 WCM FOCUSED INTL GROWTH-INS | 2018-09-26 | 2019-04-04 | $2,302 | $2,408 | -$106 | -$106 | |
| 2. ISHARES TIPS BOND ETF | 2018-09-07 | 2019-04-04 | $225 | $222 | $3 | $3 | |
| 97. ISHARES TIPS BOND ETF | 2016-08-25 | 2019-04-04 | $10,905 | $11,231 | -$326 | -$326 | |
| 7. ISHARES CORE US AGGREGATE BOND ETF | 2018-09-07 | 2019-04-04 | $757 | $741 | $16 | $16 | |
| 315. ISHARES CORE US AGGREGATE BOND ETF | 2014-10-22 | 2019-04-04 | $34,085 | $34,740 | -$655 | -$655 | |
| 24. ISHARES MSCI EMERGING MKTS INDEX FUND | 2018-09-07 | 2019-04-04 | $1,054 | $998 | $56 | $56 | |
| 129. ISHARES MSCI EMERGING MKTS INDEX FUND | 2012-12-06 | 2019-04-04 | $5,665 | $5,000 | $665 | $665 | |
| 130. ISHARES TR S&P 500/BARRA GROWTH INDEX FD | 2018-11-28 | 2019-04-04 | $22,650 | $20,937 | $1,713 | $1,713 | |
| 3. ISHARES TR S&P SMLCP VALU | 2019-01-10 | 2019-04-04 | $452 | $421 | $31 | $31 | |
| 19. ISHARES TR S&P SMLCP VALU | 2013-01-17 | 2019-04-04 | $2,861 | $1,601 | $1,260 | $1,260 | |
| 16. ISHARES TR S&P SMLCP GROW | 2014-03-14 | 2019-04-04 | $2,899 | $1,919 | $980 | $980 | |
| 2. ISHARES TR S&P SMLCP GROW | 2019-01-10 | 2019-04-04 | $362 | $337 | $25 | $25 | |
| 192. ISHARES EDGE MSCI USA QUALITY FACTOR ETF | 2016-10-03 | 2019-04-04 | $17,211 | $12,908 | $4,303 | $4,303 | |
| 8. ISHARES EDGE MSCI USA QUALITY FACTOR ETF | 2019-01-10 | 2019-04-04 | $717 | $630 | $87 | $87 | |
| 140. ISHARES EDGE MSCI USA VALUE FACTOR ETF | 2016-10-03 | 2019-04-04 | $11,422 | $9,115 | $2,307 | $2,307 | |
| 9. ISHARES EDGE MSCI USA VALUE FACTOR ETF | 2019-01-10 | 2019-04-04 | $734 | $681 | $53 | $53 | |
| 37. ISHARES EDGE MSCI USA MOMENTUM FACTOR ETF | 2018-09-28 | 2019-04-04 | $4,137 | $4,413 | -$276 | -$276 | |
| 3. ISHARES EDGE MSCI USA MOMENTUM FACTOR ETF | 2019-01-10 | 2019-04-04 | $335 | $306 | $29 | $29 | |
| .969 LAZARD GLOBAL LISTED INFRASTRUCTURE PORTFOLIO | 2018-09-26 | 2019-04-04 | $14 | $15 | -$1 | -$1 | |
| 574.851 MFS VALUE FUND CLASS I FUND 893 | 2013-01-17 | 2019-04-04 | $23,218 | $15,403 | $7,815 | $7,815 | |
| 26.328 MFS VALUE FUND CLASS I FUND 893 | 2019-01-10 | 2019-04-04 | $1,063 | $964 | $99 | $99 | |
| 27.331 T ROWE PRICE GROWTH STOCK FUND | 2019-01-10 | 2019-04-04 | $1,844 | $1,643 | $201 | $201 | |
| 286.004 T ROWE PRICE GROWTH STOCK FUND | 2013-10-07 | 2019-04-04 | $19,297 | $13,385 | $5,912 | $5,912 | |
| 71.106 ROWE T PRICE VALUE FD INC COM | 2019-01-10 | 2019-04-04 | $2,472 | $2,246 | $226 | $226 | |
| 625.546 ROWE T PRICE VALUE FD INC COM | 2013-08-01 | 2019-04-04 | $21,744 | $20,392 | $1,352 | $1,352 | |
| 3068.86 VANGUARD TOTL BD MKT IDX-ADM | 2014-10-22 | 2019-04-04 | $32,622 | $33,406 | -$784 | -$784 | |
| 73.817 VANGUARD TOTL BD MKT IDX-ADM | 2018-09-07 | 2019-04-04 | $785 | $768 | $17 | $17 | |
| 918.832 VIRTUS SEIX FLOATING RATE HIGH INCOME FUND CLASS I | 2016-08-05 | 2019-04-04 | $7,865 | $7,893 | -$28 | -$28 | |
| 216.806 WELLS FARGO SPECIAL US MID CAP VALUE I | 2016-05-26 | 2019-04-04 | $8,271 | $6,952 | $1,319 | $1,319 | |
| 15.313 WELLS FARGO SPECIAL US MID CAP VALUE I | 2019-01-10 | 2019-04-04 | $584 | $522 | $62 | $62 | |
| 324. WISDOMTREE U.S. QUALITY DIVI ETF | 2016-10-03 | 2019-04-04 | $14,139 | $10,437 | $3,702 | $3,702 | |
| 11. WISDOMTREE U.S. QUALITY DIVI ETF | 2019-01-10 | 2019-04-04 | $480 | $430 | $50 | $50 | |
| 43.613 BLACKROCK TOTAL RETURN-I | 2019-04-04 | 2019-09-18 | $518 | $500 | $18 | $18 | |
| 65.202 HARBOR FD VALUE FUND | 2019-04-04 | 2019-09-18 | $1,058 | $983 | $75 | $75 | |
| 5.227 OAKMARK INTL SM CAP-INST 2888 | 2019-04-04 | 2019-09-18 | $78 | $76 | $2 | $2 | |
| 58.817 WCM FOCUSED INTL GROWTH-INS | 2018-09-26 | 2019-09-18 | $1,020 | $982 | $38 | $38 | |
| 1. ISHARES TR S&P 500 INDEX FD | 2019-04-04 | 2019-09-18 | $302 | $289 | $13 | $13 | |
| 1. ISHARES TR S&P SMLCAP 600 | 2019-04-04 | 2019-09-18 | $80 | $78 | $2 | $2 | |
| 3.006 JENSEN QUALITY GROWTH-Y | 2019-04-04 | 2019-09-18 | $155 | $151 | $4 | $4 | |
| 3.711 LAZARD GLOBAL LISTED INFRASTRUCTURE PORTFOLIO | 2018-09-26 | 2019-09-18 | $57 | $57 | |||
| .006 MFS EMERGING MKTS DEBT FD-R6 | 2019-04-04 | 2019-09-18 | |||||
| 66.185 NUANCE MID CAP VALUE-Z | 2019-04-04 | 2019-09-18 | $887 | $826 | $61 | $61 | |
| 44.842 PRINCIPAL MIDCAP FUND-R6 | 2019-04-04 | 2019-09-18 | $1,382 | $1,232 | $150 | $150 | |
| 10. SCHWAB US REIT ETF | 2019-04-04 | 2019-09-18 | $469 | $446 | $23 | $23 | |
| 13.546 TOUCHSTONE MID CAP GROW-INST | 2019-04-04 | 2019-09-18 | $447 | $423 | $24 | $24 | |
| 3.494 TRIBUTARY SMALL COMPANY FD INST PLUS FD 1705 | 2019-04-04 | 2019-09-18 | $100 | $98 | $2 | $2 | |
| 66.462 WASATCH INTL OPPORTUNIT-INST | 2019-04-04 | 2019-09-18 | $239 | $224 | $15 | $15 | |
| 55.757 WESTERN ASSET CORE PLUS BOND FD CLASS I FD 287 | 2018-04-06 | 2019-09-18 | $670 | $647 | $23 | $23 | |
| CAPITAL GAIN DIVIDENDS | $3,214 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $35,898 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $13,141 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $332,631 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.039506 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $14,712 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $324,555 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04533 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $20,624 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $310,574 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.066406 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $15,842 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $328,355 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048247 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $13,499 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $332,785 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.040564 | DistributionYr5Rt |
| Total Distribution | 0.240053 | TotalDistributionRt |
| Average Distribution | 0.048011 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $334,746 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $16,071 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $405 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $16,476 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $15,333 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $810 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $810 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $810 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $392 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $392 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $418 | 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 | 4127685898 | 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 | $4,144 | 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 | $339,844 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $339,844 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $339,844 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,098 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $334,746 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $16,737 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $16,737 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $810 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $810 | TotalTaxAmt |
| Distributable Before Adj | $15,927 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $15,927 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $15,927 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $15,333 | 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 | $15,333 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $15,333 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $15,927 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $15,126 | 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 | $15,333 | QualifyingDistributionsAmt |
| Applied To Year1 | $15,126 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $207 | 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 | $15,720 | 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 | CATHOLIC - CHARITIES | BusinessNameLine1Txt |
| Business Name Line2 | CATHOLIC FOUNDATION OF PHILADELPHIA | BusinessNameLine2Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 NORTH 17TH STREET | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191031454 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL SUPPORT | GrantOrContributionPurposeTxt |
| Amt | $15,126 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $15,126 | 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 | $8,514 | 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 | $35,898 | 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 | $44,412 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $44,412 | 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 | $109,889 | $113,177 |
| MUTUAL FUNDS - EQUITY | AT COST | $213,963 | $230,936 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING ADJ FOR SALES AND TRANSACTIONS | Desc |
| Amt | $3 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL ESTIMATES - PRINCIPAL | CategoryTxt |
| Amt | $100 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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