MEYER S EFROYMSON TR: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- MEYER S EFROYMSON TR (EIN 35-6323787)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2020-11-10
- IRS object ID
- 202043159349101719
- 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 Decreases Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-10T17:00:54-06:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 N WACKER DR | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 356323787 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MEYER S EFROYMSON TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EFRO | BusinessNameControlTxt |
| Phone | 4128076299 | 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 | 4128076299 | PhoneNum |
| Signature | 2020-10-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JACOB J ZEHNDER | PreparerPersonNm |
| PTIN | P01564049 | PTIN |
| Phone | 8445222059 | PhoneNum |
| Preparation | 2020-10-28 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 75.118.186.33 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 30924046F1679CD3A1D4BE0495AD85EE0E6FAEBE | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | FA973DAF0791833A04EC82BC764542BE9CF6203E | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,411,643 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $34,800 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $34,800 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $58,508 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $612,118 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $58,508 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $93,308 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $93,308 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $9,657 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $4,828 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $4,828 | 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 | $1,092 | 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 | $10,749 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,828 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,828 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $62,384 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $62,384 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $73,133 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,828 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $67,212 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $20,175 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $88,480 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $43,385 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $40,281 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $40,281 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $1,243,495 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,266,969 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,371,362 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,286,880 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,307,250 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,411,643 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,277,515 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,298,763 | CapitalStockEOYAmt |
| Retained Earning BOY | $9,365 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,487 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,286,880 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,307,250 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,286,880 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,307,250 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,286,880 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $20,175 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,239 | OtherIncreasesAmt |
| Subtotal | $1,308,294 | SubtotalAmt |
| Other Decreases | $1,044 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,307,250 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (41 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 1357. ISHARES CORE US AGGREGATE BOND ETF | 2019-08-28 | $154,838 | $149,459 | $5,379 | $5,379 | ||
| 26.3 BAIRD AGGREGATE BOND FUND FD 72 | 2019-08-29 | $298 | $286 | $12 | $12 | 2019-05-29 | |
| 2912.42 BAIRD AGGREGATE BOND FUND FD 72 | 2019-08-29 | $32,998 | $31,571 | $1,427 | $1,427 | 2014-10-22 | |
| 15075.72 VANGUARD TOTL BD MKT IDX-ADM | 2019-08-29 | $168,848 | $163,831 | $5,017 | $5,017 | ||
| 1.25 BAIRD MIDCAP INST | 2020-02-11 | $30 | $25 | $5 | $5 | 2019-02-13 | |
| 90.17 BAIRD MIDCAP INST | 2020-02-11 | $2,148 | $1,365 | $783 | $783 | 2016-04-06 | |
| 93.98 SEAFARER OVERSEAS GROWTH & INCOME INSTL CLASS | 2020-02-11 | $1,146 | $1,007 | $139 | $139 | 2019-05-29 | |
| 90.865 OAKMARK INTL SM CAP-INST 2888 | 2020-02-11 | $1,442 | $1,269 | $173 | $173 | 2019-05-29 | |
| 617.493 WCM FOCUSED INTL GROWTH-INS | 2020-02-11 | $12,072 | $10,306 | $1,766 | $1,766 | 2018-09-26 | |
| 1. ISHARES TR S&P SMLCP GROW | 2020-02-11 | $198 | $181 | $17 | $17 | 2019-02-13 | |
| 35. ISHARES MSCI USA QUALITY FACTOR ETF | 2020-02-11 | $3,660 | $2,353 | $1,307 | $1,307 | 2016-10-03 | |
| 23. ISHARES MSCI USA VALUE FACTOR ETF | 2020-02-11 | $2,086 | $1,497 | $589 | $589 | 2016-10-03 | |
| 6. ISHARES MSCI USA MOMENTUM FACTOR ETF | 2020-02-11 | $810 | $716 | $94 | $94 | 2018-09-28 | |
| 142.146 LAZARD GLOBAL LISTED INFRASTRUCTURE PORTFOLIO | 2020-02-11 | $2,368 | $2,175 | $193 | $193 | 2018-09-26 | |
| 108.72 MFS VALUE FUND CLASS I FUND 893 | 2020-02-11 | $4,950 | $3,059 | $1,891 | $1,891 | ||
| 64.429 T ROWE PRICE GROWTH STOCK FUND | 2020-02-11 | $5,091 | $3,015 | $2,076 | $2,076 | 2013-10-07 | |
| 34.815 T ROWE PRICE GROWTH STOCK FUND | 2020-02-11 | $2,751 | $2,236 | $515 | $515 | 2019-02-13 | |
| 125.479 ROWE T PRICE VALUE FD INC COM | 2020-02-11 | $4,889 | $4,202 | $687 | $687 | ||
| 157.729 TOUCHSTONE SANDS EM GR-INST FUND 565 | 2020-02-11 | $2,377 | $2,054 | $323 | $323 | 2019-08-29 | |
| 153. WASATCH INTL OPPORTUNIT-INST | 2020-02-11 | $595 | $532 | $63 | $63 | 2019-05-29 | |
| 42.564 WELLS FARGO SPECIAL US MID CAP VALUE I | 2020-02-11 | $1,812 | $1,441 | $371 | $371 | ||
| 52. WISDOMTREE U.S. QUALITY DIVI ETF | 2020-02-11 | $2,566 | $1,675 | $891 | $891 | 2016-10-03 | |
| 27.566 CAMBIAR INTL EQUITY FUND-INS | 2020-04-28 | $564 | $772 | -$208 | -$208 | ||
| 545.124 BAIRD AGGREGATE BOND FUND FD 72 | 2020-04-28 | $6,313 | $5,909 | $404 | $404 | 2014-10-22 | |
| 257.154 BAIRD AGGREGATE BOND FUND FD 72 | 2020-04-28 | $2,978 | $2,934 | $44 | $44 | 2020-02-11 | |
| 1035.377 WCM FOCUSED INTL GROWTH-INS | 2020-04-28 | $17,798 | $17,280 | $518 | $518 | 2018-09-26 | |
| 135. ISHARES BARCLAYS 7-10 YEAR TREASURY | 2020-04-28 | $16,448 | $15,377 | $1,071 | $1,071 | 2019-08-29 | |
| 5. ISHARES TR S&P SMLCP VALU | 2020-04-28 | $559 | $777 | -$218 | -$218 | 2020-02-11 | |
| 87. ISHARES TR S&P SMLCP VALU | 2020-04-28 | $9,734 | $7,182 | $2,552 | $2,552 | ||
| 72. ISHARES TR S&P SMLCP GROW | 2020-04-28 | $11,059 | $8,682 | $2,377 | $2,377 | ||
| 314. ISHARES MSCI USA QUALITY FACTOR ETF | 2020-04-28 | $28,412 | $21,109 | $7,303 | $7,303 | 2016-10-03 | |
| 259. ISHARES MSCI USA VALUE FACTOR ETF | 2020-04-28 | $18,067 | $16,863 | $1,204 | $1,204 | 2016-10-03 | |
| 63. ISHARES MSCI USA MOMENTUM FACTOR ETF | 2020-04-28 | $7,446 | $7,503 | -$57 | -$57 | ||
| 119.443 JENSEN QUALITY GROWTH-Y | 2020-04-28 | $5,684 | $5,880 | -$196 | -$196 | 2019-03-28 | |
| 8.119 JENSEN QUALITY GROWTH-Y | 2020-04-28 | $386 | $429 | -$43 | -$43 | 2020-02-11 | |
| 3.335 MFS VALUE FUND CLASS I FUND 893 | 2020-04-28 | $125 | $84 | $41 | $41 | 2012-03-21 | |
| 160.599 T ROWE PRICE GROWTH STOCK FUND | 2020-04-28 | $11,096 | $7,516 | $3,580 | $3,580 | 2013-10-07 | |
| 1526.379 WELLS FARGO CORE BOND FUND | 2020-04-28 | $20,942 | $20,447 | $495 | $495 | ||
| 1059.358 WESTERN ASSET CORE PLUS BOND FD CLASS I FD 287 | 2020-04-28 | $12,628 | $12,862 | -$234 | -$234 | ||
| 551. WISDOMTREE U.S. QUALITY DIVI ETF | 2020-04-28 | $23,732 | $17,749 | $5,983 | $5,983 | 2016-10-03 | |
| CAPITAL GAIN DIVIDENDS | $10,174 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $58,508 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $67,940 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,358,208 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050022 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $64,883 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,393,496 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046561 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $64,495 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,324,179 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048706 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $64,750 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,306,621 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049555 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $65,737 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,383,319 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047521 | DistributionYr5Rt |
| Total Distribution | 0.242365 | TotalDistributionRt |
| Average Distribution | 0.048473 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,386,219 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $67,194 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $885 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $68,079 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $67,212 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,770 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,770 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,770 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $904 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $904 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $866 | 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 | IN | 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 | 4128076299 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 116 ALLEGHENY CENTER MALL P8-YB35- | 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 N A | 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 | $9,657 | 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 | $1,407,329 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,407,329 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,407,329 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,110 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,386,219 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $69,311 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $69,311 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,770 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,770 | TotalTaxAmt |
| Distributable Before Adj | $67,541 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $67,541 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $67,541 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $67,212 | 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 | $67,212 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $67,212 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $67,541 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $62,384 | 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 | $67,212 | QualifyingDistributionsAmt |
| Applied To Year1 | $62,384 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,828 | 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 | $62,713 | 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 (4 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| JEWISH NATIONAL FUND -KEREN | ||||||||
| ATTN AMY JOANS | 42 EAST 69TH STREET | NEW YORK | NY | 100215003 | NONE | PC | GENERAL SUPPORT | $15,596 |
| AMERICAN CANCER SOCIETY INC | ||||||||
| PO BOX 720366 | OKLAHOMA CITY | OK | 73162 | NONE | PC | GENERAL SUPPORT | $15,596 | |
| AMERICAN HEART ASSOCIATION | ||||||||
| PO BOX 22249 | ST PETERSBURG | FL | 337422249 | NONE | PC | GENERAL SUPPORT | $15,596 | |
| THE INDIANAPOLIS FOUNDATION INC | ||||||||
| 615 N ALABAMA ST STE 300 | INDIANAPOLIS | IN | 462041430 | NONE | PC | GENERAL SUPPORT | $15,596 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $62,384 | 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 | $34,800 | 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 | $58,508 | 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 | $93,308 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $93,308 | 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 INCOME | AT COST | $616,594 | $649,801 |
| MUTUAL FUNDS - EQUITY | AT COST | $650,375 | $721,561 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2019 TRANSACTION POSTED TO 2020 | $1,037 |
| ROUNDING | $7 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2018 TRANSACTION POSTED TO 2019 | $1,013 |
| 4TH QTR ESTIMATED PYMT POSTED IN 2020 | $226 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $188 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $904 | $0 | $0 |
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