J R DAVIS TRUST FBO NEW SALEM PRESBYTERIAN CHURCH 46-P15513008: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- J R DAVIS TRUST FBO NEW SALEM PRESBYTERIAN CHURCH 46-P15513008 (EIN 34-7163884)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-21
- IRS object ID
- 202011429349101171
- 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
- Investments Other Schedule2
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-21T15:00:23-05:00 | 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 | 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 | 2020-05-14 | SignatureDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 161.150.112.71 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 5C3C801C7C8BF4EE1113FCF805E13AD50C208F39 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | DDAB17B02E4EC9B2EBC4ADBD1BB9DCBFEBDB5BDE | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-11-06 18:47:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $882,057 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $20,952 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,952 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $55,810 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $675,790 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $55,810 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $3,564 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $80,326 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $76,762 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $11,215 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $5,607 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $5,608 | 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 | $267 | 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 | $11,482 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,607 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,608 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $30,943 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $30,943 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $42,425 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,607 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $36,551 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $37,901 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $71,155 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $29,539 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $35,555 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $35,555 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $767,079 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $798,968 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $846,502 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $796,618 | TotalAssetsBOYAmt |
| Total Assets EOY | $834,523 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $882,057 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $789,771 | CapitalStockBOYAmt |
| Capital Stock EOY | $827,059 | CapitalStockEOYAmt |
| Retained Earning BOY | $6,847 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,464 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $796,618 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $834,523 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $796,618 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $834,523 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $796,618 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $37,901 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4 | OtherIncreasesAmt |
| Subtotal | $834,523 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $834,523 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (52 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 7.138 CAMBIAR INTL EQUITY FUND-INS | 2017-10-30 | 2019-04-04 | $185 | $203 | -$18 | -$18 | |
| 132.534 BAIRD MIDCAP INST | 2018-12-27 | 2019-04-04 | $2,822 | $2,323 | $499 | $499 | |
| 934.232 BAIRD MIDCAP INST | 2017-10-30 | 2019-04-04 | $19,890 | $17,900 | $1,990 | $1,990 | |
| 361.974 WCM FOCUSED INTL GROWTH-INS | 2018-09-26 | 2019-04-04 | $5,773 | $6,041 | -$268 | -$268 | |
| 15. ISHARES TIPS BOND ETF | 2018-09-28 | 2019-04-04 | $1,686 | $1,660 | $26 | $26 | |
| 223. ISHARES TIPS BOND ETF | 2016-12-09 | 2019-04-04 | $25,069 | $25,307 | -$238 | -$238 | |
| 40. ISHARES CORE US AGGREGATE BOND ETF | 2018-09-28 | 2019-04-04 | $4,328 | $4,225 | $103 | $103 | |
| 732. ISHARES CORE US AGGREGATE BOND ETF | 2017-10-30 | 2019-04-04 | $79,207 | $80,093 | -$886 | -$886 | |
| 37. ISHARES MSCI EMERGING MKTS INDEX FUND | 2018-09-28 | 2019-04-04 | $1,625 | $1,587 | $38 | $38 | |
| 344. ISHARES MSCI EMERGING MKTS INDEX FUND | 2017-10-30 | 2019-04-04 | $15,108 | $15,824 | -$716 | -$716 | |
| 325. ISHARES TR S&P 500/BARRA GROWTH INDEX FD | 2018-11-28 | 2019-04-04 | $56,625 | $51,883 | $4,742 | $4,742 | |
| 49. ISHARES TR S&P SMLCP VALU | 2017-10-30 | 2019-04-04 | $7,378 | $7,311 | $67 | $67 | |
| 8. ISHARES TR S&P SMLCP VALU | 2018-12-27 | 2019-04-04 | $1,205 | $1,029 | $176 | $176 | |
| 41. ISHARES TR S&P SMLCP GROW | 2017-10-30 | 2019-04-04 | $7,428 | $6,785 | $643 | $643 | |
| 5. ISHARES TR S&P SMLCP GROW | 2018-12-27 | 2019-04-04 | $906 | $784 | $122 | $122 | |
| 467. ISHARES EDGE MSCI USA QUALITY FACTOR ETF | 2017-10-30 | 2019-04-04 | $41,862 | $37,103 | $4,759 | $4,759 | |
| 33. ISHARES EDGE MSCI USA QUALITY FACTOR ETF | 2018-12-27 | 2019-04-04 | $2,958 | $2,441 | $517 | $517 | |
| 343. ISHARES EDGE MSCI USA VALUE FACTOR ETF | 2017-10-30 | 2019-04-04 | $27,985 | $27,258 | $727 | $727 | |
| 33. ISHARES EDGE MSCI USA VALUE FACTOR ETF | 2018-12-27 | 2019-04-04 | $2,692 | $2,323 | $369 | $369 | |
| 8. ISHARES EDGE MSCI USA MOMENTUM FACTOR ETF | 2018-12-27 | 2019-04-04 | $895 | $766 | $129 | $129 | |
| 91. ISHARES EDGE MSCI USA MOMENTUM FACTOR ETF | 2018-09-28 | 2019-04-04 | $10,175 | $10,834 | -$659 | -$659 | |
| 1381.245 MFS VALUE FUND CLASS I FUND 893 | 2013-12-12 | 2019-04-04 | $55,788 | $46,516 | $9,272 | $9,272 | |
| 36.806 MFS VALUE FUND CLASS I FUND 893 | 2018-09-28 | 2019-04-04 | $1,487 | $1,511 | -$24 | -$24 | |
| 68.735 MFS VALUE FUND CLASS I FUND 893 | 2018-12-27 | 2019-04-04 | $2,776 | $2,424 | $352 | $352 | |
| 101.308 T ROWE PRICE GROWTH STOCK FUND | 2018-12-27 | 2019-04-04 | $6,835 | $5,738 | $1,097 | $1,097 | |
| 690.109 T ROWE PRICE GROWTH STOCK FUND | 2008-03-07 | 2019-04-04 | $46,562 | $20,455 | $26,107 | $26,107 | |
| 1534.566 ROWE T PRICE VALUE FD INC COM | 2017-10-30 | 2019-04-04 | $53,342 | $59,209 | -$5,867 | -$5,867 | |
| 8.372 ROWE T PRICE VALUE FD INC COM | 2018-09-28 | 2019-04-04 | $291 | $316 | -$25 | -$25 | |
| 186.678 ROWE T PRICE VALUE FD INC COM | 2018-12-27 | 2019-04-04 | $6,489 | $5,654 | $835 | $835 | |
| 7092.329 VANGUARD TOTL BD MKT IDX-ADM | 2017-10-30 | 2019-04-04 | $75,391 | $76,375 | -$984 | -$984 | |
| 406.628 VANGUARD TOTL BD MKT IDX-ADM | 2018-04-06 | 2019-04-04 | $4,322 | $4,213 | $109 | $109 | |
| 2235.053 VIRTUS SEIX FLOATING RATE HIGH INCOME FUND CLASS I | 2016-08-01 | 2019-04-04 | $19,132 | $19,241 | -$109 | -$109 | |
| 523.596 WELLS FARGO SPECIAL US MID CAP VALUE I | 2017-10-30 | 2019-04-04 | $19,975 | $20,190 | -$215 | -$215 | |
| 39.924 WELLS FARGO SPECIAL US MID CAP VALUE I | 2018-12-27 | 2019-04-04 | $1,523 | $1,288 | $235 | $235 | |
| 16.56 WELLS FARGO SPECIAL US MID CAP VALUE I | 2018-09-28 | 2019-04-04 | $632 | $639 | -$7 | -$7 | |
| 40. WISDOMTREE U.S. QUALITY DIVI ETF | 2018-12-27 | 2019-04-04 | $1,746 | $1,480 | $266 | $266 | |
| 789. WISDOMTREE U.S. QUALITY DIVI ETF | 2017-10-30 | 2019-04-04 | $34,432 | $30,945 | $3,487 | $3,487 | |
| 151.748 BLACKROCK TOTAL RETURN-I | 2019-04-04 | 2019-10-21 | $1,804 | $1,739 | $65 | $65 | |
| 144.649 HARBOR FD VALUE FUND | 2019-04-04 | 2019-10-21 | $2,339 | $2,181 | $158 | $158 | |
| 23.188 OAKMARK INTL SM CAP-INST 2888 | 2019-04-04 | 2019-10-21 | $353 | $338 | $15 | $15 | |
| 136.993 WCM FOCUSED INTL GROWTH-INS | 2018-09-26 | 2019-10-21 | $2,374 | $2,286 | $88 | $88 | |
| 3. ISHARES TR S&P 500 INDEX FD | 2019-04-04 | 2019-10-21 | $904 | $868 | $36 | $36 | |
| 9.127 JENSEN QUALITY GROWTH-Y | 2019-04-04 | 2019-10-21 | $474 | $459 | $15 | $15 | |
| 76.523 LAZARD GLOBAL LISTED INFRASTRUCTURE PORTFOLIO | 2018-09-26 | 2019-10-21 | $1,198 | $1,171 | $27 | $27 | |
| 5.845 MFS EMERGING MKTS DEBT FD-R6 | 2019-04-04 | 2019-10-21 | $86 | $84 | $2 | $2 | |
| 143.706 NUANCE MID CAP VALUE-Z | 2019-04-04 | 2019-10-21 | $1,921 | $1,793 | $128 | $128 | |
| 105.75 PRINCIPAL MIDCAP FUND-R6 | 2019-04-04 | 2019-10-21 | $3,263 | $2,906 | $357 | $357 | |
| 42. SCHWAB US REIT ETF | 2019-04-04 | 2019-10-21 | $2,007 | $1,874 | $133 | $133 | |
| 24.854 TOUCHSTONE MID CAP GROW-INST | 2019-04-04 | 2019-10-21 | $813 | $776 | $37 | $37 | |
| 302.706 WASATCH INTL OPPORTUNIT-INST | 2017-10-30 | 2019-10-21 | $1,114 | $1,066 | $48 | $48 | |
| 221.131 WESTERN ASSET CORE PLUS BOND FD CLASS I FD 287 | 2018-04-06 | 2019-10-21 | $2,673 | $2,565 | $108 | $108 | |
| CAPITAL GAIN DIVIDENDS | $7,942 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $55,810 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $27,630 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $809,784 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.03412 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $19,719 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $609,508 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.032352 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $14,362 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $282,210 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050891 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $14,615 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $292,880 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049901 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $13,451 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $298,622 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.045044 | DistributionYr5Rt |
| Total Distribution | 0.212308 | TotalDistributionRt |
| Average Distribution | 0.042462 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $825,201 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $35,040 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $712 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $35,752 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $36,551 | 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 | $712 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $712 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $712 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $535 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $535 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $177 | 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 | 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 | $11,215 | 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 | $837,768 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $837,768 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $837,768 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,567 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $825,201 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $41,260 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $41,260 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $712 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $712 | TotalTaxAmt |
| Distributable Before Adj | $40,548 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $40,548 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $40,548 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $36,551 | 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 | $36,551 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $712 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $35,839 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $40,548 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $30,943 | 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 | $36,551 | QualifyingDistributionsAmt |
| Applied To Year1 | $30,943 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,608 | 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 | $34,940 | 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 | $30,943 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $30,943 | 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 | $20,952 | 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 | $55,810 | 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 | FEDERAL TAX REFUND | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,564 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $80,326 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $80,326 | 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 | $270,121 | $278,106 |
| MUTUAL FUNDS - EQUITY | AT COST | $528,847 | $568,396 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND FROM PRIOR YEAR | Desc |
| Revenue And Expenses Per Books | $3,564 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING ADJ FOR SALES AND TRANSACTIONS | Desc |
| Amt | $4 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL ESTIMATES - PRINCIPAL | CategoryTxt |
| Amt | $267 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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