GUSTAVE AND HILDA BIERLEIN TR: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- GUSTAVE AND HILDA BIERLEIN TR (EIN 47-6525236)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-07
- IRS object ID
- 201921279349101807
- 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 | 2019-05-07T11:00:21-05:00 | 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 | 476525236 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | G & H BIERLEIN CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BIER | BusinessNameControlTxt |
| Phone | 2162576118 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 609 | 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 | 2162576118 | PhoneNum |
| Signature | 2019-04-24 | SignatureDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 161.150.240.4 | 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 | $723,869 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $16,343 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $16,343 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $30,040 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $231,747 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $30,040 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $46,383 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $46,383 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $11,929 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $5,965 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $5,965 | 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 | $1,184 | 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 | $13,113 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,965 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,965 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $10,444 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $10,444 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $23,557 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,965 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $16,409 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $22,826 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $40,418 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $33,035 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $29,200 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $29,200 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $406,412 | CorporateStockBOYAmt |
| Corporate Stock EOY | $428,021 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $447,836 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $251,786 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $256,837 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $246,833 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $691,233 | TotalAssetsBOYAmt |
| Total Assets EOY | $714,058 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $723,869 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $691,233 | CapitalStockBOYAmt |
| Capital Stock EOY | $714,058 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $691,233 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $714,058 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $691,233 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $714,058 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $691,233 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $22,826 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $714,059 | SubtotalAmt |
| Other Decreases | $1 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $714,058 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (24 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 1781.778 BLACKROCK STRATEGIC INCOME OPPORTUNITIES PORTFOLIO | 2018-04-06 | $17,657 | $18,203 | -$546 | -$546 | ||
| 153.133 BLACKROCK STRATEGIC INCOME OPPORTUNITIES PORTFOLIO | 2018-04-06 | $1,518 | $1,521 | -$3 | -$3 | 2017-11-22 | |
| 67.789 TEMPLETON GLOBAL BOND FUND AD FUND | 2018-04-06 | $810 | $817 | -$7 | -$7 | 2017-11-22 | |
| 1202.817 TEMPLETON GLOBAL BOND FUND AD FUND | 2018-04-06 | $14,374 | $15,914 | -$1,540 | -$1,540 | ||
| 53. ISHARES MSCI EAFE SMALL-CAP ETF | 2018-04-30 | $3,486 | $3,382 | $104 | $104 | 2017-11-30 | |
| 73. ISHARES MSCI EMERGING MKTS INDEX FUND | 2018-05-31 | $3,329 | $3,383 | -$54 | -$54 | 2017-11-30 | |
| 2. SECTOR SPDR TR SBI INT-TECH | 2018-05-31 | $140 | $127 | $13 | $13 | 2017-11-30 | |
| 3. SECTOR SPDR TR SBI INT-TECH | 2018-05-31 | $210 | $163 | $47 | $47 | 2017-04-28 | |
| 122. AMEX FINANCIAL SELECT SPDR | 2018-06-29 | $3,282 | $3,391 | -$109 | -$109 | 2018-04-30 | |
| 46. SECTOR SPDR TR SBI INT-ENERGY | 2018-07-31 | $3,552 | $3,512 | $40 | $40 | 2018-05-31 | |
| 49. SECTOR SPDR TR SBI INT-TECH | 2018-08-31 | $3,701 | $2,665 | $1,036 | $1,036 | 2017-04-28 | |
| 178. XTRACKERS MSCI JAPAN HEDGED ETF | 2018-09-25 | $7,886 | $7,477 | $409 | $409 | ||
| 1068. XTRACKERS MSCI EUROPE HEDGED ETF | 2018-09-25 | $30,539 | $30,322 | $217 | $217 | ||
| 11. XTRACKERS MSCI EUROPE HEDGED ETF | 2018-09-25 | $315 | $313 | $2 | $2 | 2017-11-22 | |
| 347.864 ARTISAN INTERNATIONAL FD-ADV | 2018-09-26 | $11,838 | $9,042 | $2,796 | $2,796 | ||
| 331.413 HARDING LOEVNER INTERNATIONAL EQUITY PORTFOLIO | 2018-09-26 | $7,715 | $5,379 | $2,336 | $2,336 | 2013-04-03 | |
| 1557.34 MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND CLASS I | 2018-09-26 | $30,181 | $27,747 | $2,434 | $2,434 | ||
| 514.652 TEMPLETON INSTL FDS INC FOREIGN EQUITY SER | 2018-09-26 | $11,142 | $10,432 | $710 | $710 | ||
| 41. ISHARES TR S&P SMLCAP 600 | 2018-09-28 | $3,578 | $3,448 | $130 | $130 | 2018-06-29 | |
| 32. SECTOR SPDR TR SBI CYCL TRANS | 2018-09-28 | $3,758 | $3,560 | $198 | $198 | 2018-07-31 | |
| 49. SECTOR SPDR TR SBI INT-ENERGY | 2018-09-28 | $3,739 | $3,645 | $94 | $94 | 2018-08-31 | |
| 2766.09 TOUCHSTONE SANDS CAPITAL SELECT GROWTH FD CLASS Y | 2018-11-28 | $45,613 | $37,398 | $8,215 | $8,215 | 2013-04-03 | |
| 673.453 TOUCHSTONE SANDS CAPITAL SELECT GROWTH FD CLASS Y | 2018-11-28 | $11,105 | $9,866 | $1,239 | $1,239 | 2017-12-21 | |
| CAPITAL GAIN DIVIDENDS | $12,279 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $30,040 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $29,300 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $745,782 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.039288 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $32,558 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $702,673 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046334 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $42,088 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $556,859 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.075581 | DistributionYr3Rt |
| Total Distribution | 0.161203 | TotalDistributionRt |
| Average Distribution | 0.053734 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $774,027 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $41,592 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $404 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $41,996 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $16,409 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $808 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $808 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $808 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $797 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $797 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $11 | 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 | MI | 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 |
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 | 2162576118 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 609 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15230 | 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 | PO BOX 609 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15230 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 2 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $11,929 | 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 | $785,814 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $785,814 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $785,814 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,787 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $774,027 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $38,701 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $38,701 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $808 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $808 | TotalTaxAmt |
| Distributable Before Adj | $37,893 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $37,893 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $37,893 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $16,409 | 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 | $16,409 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $16,409 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $37,893 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $4,610 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,610 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $16,409 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $16,409 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $4,610 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $4,610 | 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 | $16,874 | 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 (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| INTERNATIONAL LUTHERAN LAYMANS | ||||||||
| 600 MASON RIDGE ROAD | ST LOUIS | MO | 63141 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $600 | |
| LUTHERAN CHURCH | ||||||||
| 1333 SOUTH KIRKWOOD ROAD | ST LOUIS | MO | 631227226 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,200 | MISSOURI SYNOD |
| BETHESDA LUTHERAN HOME | ||||||||
| 600 HOFFMAN DRIVE | WATERTOWN | WI | 530946294 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $600 | |
| WHEAT RIDGE MINISTRIES | ||||||||
| ONE PIERCE PLACE | ITASCA | IL | 60143 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $600 | |
| ST JOHN'S EVANGELICAL | ||||||||
| 1200 EAST GENESEE AVENUE | FRANKENMUTH | MI | 48734 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $300 | LUTHERAN CHURCH |
| VALPARAISO UNIVERSITY | ||||||||
| ADVANCEMENT | VALPARAISO | IN | 463834512 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $600 | |
| LUTHERAN HOMES OF MICHIGAN INC | ||||||||
| 4100 PIER NORTH BLVD SUITE A | FLINT | MI | 485041487 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $700 | ATTN JILL HAISER |
| ST LORENZ EVG LUTHERAN CHURCH | ||||||||
| 420 W TUSCOLA ST | FRANKENMUTH | MI | 487341551 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $5,244 | |
| CONCORDIA UNIVERSITY | ||||||||
| 4090 GEDDER RD | ANN ARBOR | MI | 481052750 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $600 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $10,444 | 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 | $16,343 | 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 | $30,040 | 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 | $46,383 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $46,383 | 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 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING ADJUSTMENT | 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 | $387 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $797 | $0 | $0 |
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