JAMES A SIMON AND EDNA R SIMON CHARITABLE TR: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- JAMES A SIMON AND EDNA R SIMON CHARITABLE TR (EIN 27-6478339)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-04-10
- IRS object ID
- 201921009349100032
- Schema version
- 2018v3.0
- 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 | 2019-04-10T14:16:45-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | 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 | 2019-04-06 | SignatureDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 161.150.46.69 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 3BB8C0E9FEC78F69228AD1801D614A994052CE46 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 3BB8C0E9FEC78F69228AD1801D614A994052CE46 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $508,851 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $10,955 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,955 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $30,936 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $210,316 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $30,936 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $41,891 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $41,891 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $7,818 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $5,864 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,955 | 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 | $769 | 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 | $8,587 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,864 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,955 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $25,168 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $25,168 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $33,755 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,864 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $27,123 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $8,136 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $36,027 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $26,923 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $20,316 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $20,316 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $467,173 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $481,917 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $488,535 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $494,096 | TotalAssetsBOYAmt |
| Total Assets EOY | $502,233 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $508,851 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $491,559 | CapitalStockBOYAmt |
| Capital Stock EOY | $499,202 | CapitalStockEOYAmt |
| Retained Earning BOY | $2,537 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,031 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $494,096 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $502,233 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $494,096 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $502,233 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $494,096 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $8,136 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1 | OtherIncreasesAmt |
| Subtotal | $502,233 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $502,233 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (39 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 766.758 BLACKROCK STRATEGIC INCOME OPPORTUNITIES PORTFOLIO | 2014-10-22 | 2018-04-06 | $7,599 | $7,823 | -$224 | -$224 | |
| 92.986 BLACKROCK STRATEGIC INCOME OPPORTUNITIES PORTFOLIO | 2017-12-12 | 2018-04-06 | $921 | $924 | -$3 | -$3 | |
| 50.644 TEMPLETON GLOBAL BOND FUND AD FUND | 2017-12-12 | 2018-04-06 | $605 | $615 | -$10 | -$10 | |
| 417.961 TEMPLETON GLOBAL BOND FUND AD FUND | 2012-10-05 | 2018-04-06 | $4,995 | $5,394 | -$399 | -$399 | |
| 47. ISHARES MSCI EAFE SMALL-CAP ETF | 2017-11-30 | 2018-04-30 | $3,091 | $2,999 | $92 | $92 | |
| 65. ISHARES MSCI EMERGING MKTS INDEX FUND | 2011-02-22 | 2018-05-31 | $2,964 | $2,569 | $395 | $395 | |
| 4. SECTOR SPDR TR SBI INT-TECH | 2017-04-28 | 2018-05-31 | $280 | $218 | $62 | $62 | |
| 107. AMEX FINANCIAL SELECT SPDR | 2018-04-30 | 2018-06-29 | $2,878 | $2,974 | -$96 | -$96 | |
| 40. SECTOR SPDR TR SBI INT-ENERGY | 2018-05-31 | 2018-07-31 | $3,089 | $3,054 | $35 | $35 | |
| 1. SECTOR SPDR TR SBI INT-TECH | 2017-11-30 | 2018-08-31 | $76 | $64 | $12 | $12 | |
| 42. SECTOR SPDR TR SBI INT-TECH | 2017-04-28 | 2018-08-31 | $3,173 | $2,284 | $889 | $889 | |
| 129. XTRACKERS MSCI JAPAN HEDGED ETF | 2015-04-30 | 2018-09-25 | $5,721 | $5,447 | $274 | $274 | |
| 49. XTRACKERS MSCI EUROPE HEDGED ETF | 2017-12-12 | 2018-09-25 | $1,404 | $1,411 | -$7 | -$7 | |
| 946. XTRACKERS MSCI EUROPE HEDGED ETF | 2015-04-30 | 2018-09-25 | $27,103 | $26,691 | $412 | $412 | |
| 344.661 ARTISAN INTERNATIONAL FD-ADV | 2012-10-05 | 2018-09-26 | $11,729 | $8,358 | $3,371 | $3,371 | |
| 375.64 HARDING LOEVNER INTERNATIONAL EQUITY PORTFOLIO | 2012-11-02 | 2018-09-26 | $8,745 | $5,822 | $2,923 | $2,923 | |
| 1420.047 MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND CLASS I | 2013-08-28 | 2018-09-26 | $27,521 | $25,529 | $1,992 | $1,992 | |
| 508.002 TEMPLETON INSTL FDS INC FOREIGN EQUITY SER | 2015-01-27 | 2018-09-26 | $10,998 | $10,327 | $671 | $671 | |
| 36. ISHARES TR S&P SMLCAP 600 | 2018-06-29 | 2018-09-28 | $3,142 | $3,028 | $114 | $114 | |
| 28. SECTOR SPDR TR SBI CYCL TRANS | 2018-07-31 | 2018-09-28 | $3,288 | $3,115 | $173 | $173 | |
| 43. SECTOR SPDR TR SBI INT-ENERGY | 2018-08-31 | 2018-09-28 | $3,281 | $3,199 | $82 | $82 | |
| 39.683 T ROWE PRICE GROWTH STOCK FUND | 2013-10-07 | 2018-10-09 | $2,769 | $1,857 | $912 | $912 | |
| 358.45 TOUCHSTONE SANDS CAPITAL SELECT GROWTH FD CLASS Y | 2012-10-05 | 2018-10-09 | $6,269 | $4,660 | $1,609 | $1,609 | |
| 488.656 TOUCHSTONE SANDS CAPITAL SELECT GROWTH FD CLASS Y | 2017-12-22 | 2018-11-28 | $8,058 | $7,149 | $909 | $909 | |
| 1869.517 TOUCHSTONE SANDS CAPITAL SELECT GROWTH FD CLASS Y | 2012-10-05 | 2018-11-28 | $30,828 | $24,486 | $6,342 | $6,342 | |
| 2.559 CAMBIAR INTL EQUITY FUND-INS | 2016-12-20 | 2018-12-26 | $59 | $62 | -$3 | -$3 | |
| 43.852 BAIRD MIDCAP INST | 2016-04-06 | 2018-12-26 | $762 | $664 | $98 | $98 | |
| 12. ISHARES TIPS BOND ETF | 2016-08-25 | 2018-12-26 | $1,310 | $1,395 | -$85 | -$85 | |
| 36. ISHARES CORE US AGGREGATE BOND ETF | 2014-10-22 | 2018-12-26 | $3,807 | $3,979 | -$172 | -$172 | |
| 2. ISHARES TR S&P 500/BARRA GROWTH INDEX FD | 2018-11-28 | 2018-12-26 | $290 | $323 | -$33 | -$33 | |
| 4. ISHARES TR S&P SMLCP GROW | 2014-03-17 | 2018-12-26 | $624 | $483 | $141 | $141 | |
| 17. ISHARES EDGE MSCI USA QUALITY FACTOR ETF | 2016-09-30 | 2018-12-26 | $1,255 | $1,147 | $108 | $108 | |
| 2. ISHARES EDGE MSCI USA MOMENTUM FACTOR ETF | 2018-09-28 | 2018-12-26 | $192 | $239 | -$47 | -$47 | |
| 109.316 LAZARD GLOBAL LISTED INFRASTRUCTURE PORTFOLIO | 2018-09-26 | 2018-12-26 | $1,472 | $1,673 | -$201 | -$201 | |
| 474.953 VANGUARD TOTL BD MKT IDX-ADM | 2014-10-23 | 2018-12-26 | $4,935 | $5,172 | -$237 | -$237 | |
| 110.93 VIRTUS SEIX FLOATING RATE HIGH INCOME FUND CLASS I | 2016-08-05 | 2018-12-26 | $921 | $953 | -$32 | -$32 | |
| 194.797 WESTERN ASSET CORE PLUS BOND FD CLASS I FD 287 | 2018-04-06 | 2018-12-26 | $2,170 | $2,260 | -$90 | -$90 | |
| 32. WISDOMTREE U.S. QUALITY DIVI ETF | 2016-09-30 | 2018-12-26 | $1,180 | $1,033 | $147 | $147 | |
| CAPITAL GAIN DIVIDENDS | $10,812 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $30,936 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $24,985 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $547,296 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.045652 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $25,079 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $506,430 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049521 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $21,585 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $516,354 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.041803 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $5,515 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $524,065 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.010524 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $21,496 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $483,356 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.044472 | DistributionYr5Rt |
| Total Distribution | 0.191972 | TotalDistributionRt |
| Average Distribution | 0.038394 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $569,278 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $21,857 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $360 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $22,217 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $27,123 | 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 | $360 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $360 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $360 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $654 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $654 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $294 | OverpaymentAmt |
| Applied To ES Tax | $294 | 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 | $7,818 | 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 | $577,947 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $577,947 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $577,947 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,669 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $569,278 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $28,464 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $28,464 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $360 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $360 | TotalTaxAmt |
| Distributable Before Adj | $28,104 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $28,104 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $28,104 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $27,123 | 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 | $27,123 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $360 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $26,763 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $28,104 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $25,168 | 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 | $27,123 | QualifyingDistributionsAmt |
| Applied To Year1 | $25,168 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,955 | 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 | $26,149 | 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 | $5,034 |
| SALVATION ARMY | |||||||
| 440 WEST NYACK ROAD | WEST NYACK | NY | 109941753 | NONE | PC | GENERAL SUPPORT | $2,517 |
| HOSPICE & COMMUNITY CARE | |||||||
| PO BOX 4125 | LANCASTER | PA | 176044125 | NONE | PC | GENERAL SUPPORT | $3,775 |
| SAXTON COMMUNITY LIBRARY | |||||||
| 315 FRONT ST PO BOX 34 | SAXTON | PA | 166780034 | NONE | PC | GENERAL SUPPORT | $6,292 |
| HOPEWELL AREA SENIOR CITIZENS | |||||||
| 305 MIFFLIN ST | HOPEWELL | PA | 166500012 | NONE | PC | GENERAL SUPPORT | $3,775 |
| CORNWALL UNITED METHODIST | |||||||
| PO BOX 687 | CORNWALL | PA | 170160687 | NONE | PC | GENERAL SUPPORT | $3,775 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $25,168 | 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 | $10,955 | 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 | $30,936 | 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 | $41,891 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $41,891 | 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 | $90,650 | $87,265 |
| MUTUAL FUNDS - EQUITY | AT COST | $391,267 | $401,270 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING ADJ FOR SALES AND TRANSACTIONS | Desc |
| Amt | $1 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $115 | $0 | $0 |
| FEDERAL ESTIMATES - INCOME | $654 | $0 | $0 |