MEYER S EFROYMSON TR: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- MEYER S EFROYMSON TR (EIN 35-6323787)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2019-08-08
- IRS object ID
- 201922209349100422
- 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 | 2019-08-08T15:00:29-05:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | 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 | 4127628133 | 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 | 4127628133 | PhoneNum |
| Signature | 2019-08-06 | 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 | $1,405,546 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $33,467 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $33,467 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $61,571 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $542,580 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $61,571 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $95,038 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $95,038 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $9,239 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $4,620 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $4,620 | 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 | $812 | 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 | $10,051 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,620 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,620 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $64,224 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $64,224 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $74,275 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,620 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $68,844 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $20,763 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $90,418 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $51,111 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $43,385 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $43,385 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $1,215,216 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,243,495 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,362,161 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,266,327 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,286,880 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,405,546 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,257,441 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,277,515 | CapitalStockEOYAmt |
| Retained Earning BOY | $8,886 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,365 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,266,327 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,286,880 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,266,327 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,286,880 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,266,327 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $20,763 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,287,090 | SubtotalAmt |
| Other Decreases | $210 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,286,880 | 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 |
|---|---|---|---|---|---|---|---|
| 59. SECTOR SPDR TR SBI INT-ENERGY | 2018-05-31 | 2018-07-31 | $4,556 | $4,504 | $52 | $52 | |
| 63. SECTOR SPDR TR SBI INT-TECH | 2017-04-28 | 2018-08-31 | $4,759 | $3,426 | $1,333 | $1,333 | |
| 2. XTRACKERS MSCI JAPAN HEDGED ETF | 2018-06-12 | 2018-09-25 | $89 | $88 | $1 | $1 | |
| 154. XTRACKERS MSCI JAPAN HEDGED ETF | 2018-09-25 | $6,822 | $6,252 | $570 | $570 | ||
| 33. XTRACKERS MSCI EUROPE HEDGED ETF | 2018-01-16 | 2018-09-25 | $944 | $963 | -$19 | -$19 | |
| 1628. XTRACKERS MSCI EUROPE HEDGED ETF | 2018-09-25 | $46,552 | $45,804 | $748 | $748 | ||
| 6.964 ARTISAN INTERNATIONAL FD-ADV | 2018-06-12 | 2018-09-26 | $237 | $234 | $3 | $3 | |
| 609.417 ARTISAN INTERNATIONAL FD-ADV | 2018-09-26 | $20,738 | $13,904 | $6,834 | $6,834 | ||
| 589.3 HARDING LOEVNER INTERNATIONAL EQUITY PORTFOLIO | 2012-11-01 | 2018-09-26 | $13,719 | $9,034 | $4,685 | $4,685 | |
| 74.854 MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND CLASS I | 2018-06-12 | 2018-09-26 | $1,451 | $1,431 | $20 | $20 | |
| 2091.226 MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND CLASS I | 2018-09-26 | $40,528 | $36,738 | $3,790 | $3,790 | ||
| 930.093 TEMPLETON INSTL FDS INC FOREIGN EQUITY SER | 2018-09-26 | $20,137 | $18,593 | $1,544 | $1,544 | ||
| 10.432 TEMPLETON INSTL FDS INC FOREIGN EQUITY SER | 2018-06-12 | 2018-09-26 | $226 | $229 | -$3 | -$3 | |
| 53. ISHARES TR S&P SMLCAP 600 | 2018-06-29 | 2018-09-28 | $4,625 | $4,457 | $168 | $168 | |
| 41. SECTOR SPDR TR SBI CYCL TRANS | 2018-07-31 | 2018-09-28 | $4,815 | $4,562 | $253 | $253 | |
| 64. SECTOR SPDR TR SBI INT-ENERGY | 2018-08-31 | 2018-09-28 | $4,883 | $4,761 | $122 | $122 | |
| 3474.075 TOUCHSTONE SANDS CAPITAL SELECT GROWTH FD CLASS Y | 2018-11-28 | $57,288 | $44,210 | $13,078 | $13,078 | ||
| 643.586 BAIRD AGGREGATE BOND FUND FD 72 | 2014-10-22 | 2019-02-13 | $6,835 | $6,976 | -$141 | -$141 | |
| 20. ISHARES TIPS BOND ETF | 2016-08-25 | 2019-02-13 | $2,210 | $2,325 | -$115 | -$115 | |
| 82. ISHARES CORE US AGGREGATE BOND ETF | 2014-10-22 | 2019-02-13 | $8,778 | $9,062 | -$284 | -$284 | |
| 21. ISHARES EDGE MSCI USA QUALITY FACTOR ETF | 2016-10-03 | 2019-02-13 | $1,794 | $1,412 | $382 | $382 | |
| 19.942 MFS VALUE FUND CLASS I FUND 893 | 2018-04-06 | 2019-02-13 | $777 | $778 | -$1 | -$1 | |
| 884.347 VANGUARD TOTL BD MKT IDX-ADM | 2014-10-22 | 2019-02-13 | $9,286 | $9,648 | -$362 | -$362 | |
| 104.399 VIRTUS SEIX FLOATING RATE HIGH INCOME FUND CLASS I | 2018-01-16 | 2019-02-13 | $886 | $911 | -$25 | -$25 | |
| 4.033 WELLS FARGO SPECIAL US MID CAP VALUE I | 2018-01-16 | 2019-02-13 | $148 | $159 | -$11 | -$11 | |
| 476.719 WESTERN ASSET CORE PLUS BOND FD CLASS I FD 287 | 2018-04-06 | 2019-02-13 | $5,425 | $5,530 | -$105 | -$105 | |
| 32. WISDOMTREE U.S. QUALITY DIVI ETF | 2016-10-03 | 2019-02-13 | $1,339 | $1,031 | $308 | $308 | |
| 597. ISHARES TIPS BOND ETF | 2019-03-06 | $66,135 | $69,114 | -$2,979 | -$2,979 | ||
| 5455.008 VIRTUS SEIX FLOATING RATE HIGH INCOME FUND CLASS I | 2019-03-07 | $46,640 | $46,904 | -$264 | -$264 | ||
| 359. ISHARES TR S&P 500/BARRA GROWTH INDEX FD | 2019-03-27 | $61,207 | $58,037 | $3,170 | $3,170 | ||
| 5.658 T ROWE PRICE GROWTH STOCK FUND | 2019-02-13 | 2019-03-28 | $371 | $363 | $8 | $8 | |
| 52. ISHARES MSCI EMERGING MKTS INDEX FUND | 2019-05-28 | $2,089 | $2,301 | -$212 | -$212 | ||
| 572. ISHARES MSCI EMERGING MKTS INDEX FUND | 2019-05-28 | $22,984 | $20,303 | $2,681 | $2,681 | ||
| 247. ISHARES EDGE MSCI USA QUALITY FACTOR ETF | 2016-10-03 | 2019-05-28 | $21,777 | $16,605 | $5,172 | $5,172 | |
| 11. ISHARES EDGE MSCI USA VALUE FACTOR ETF | 2019-02-13 | 2019-05-28 | $853 | $890 | -$37 | -$37 | |
| 157. ISHARES EDGE MSCI USA VALUE FACTOR ETF | 2016-10-03 | 2019-05-28 | $12,170 | $10,222 | $1,948 | $1,948 | |
| 52. ISHARES EDGE MSCI USA MOMENTUM FACTOR ETF | 2018-09-28 | 2019-05-28 | $5,937 | $6,202 | -$265 | -$265 | |
| 405. WISDOMTREE U.S. QUALITY DIVI ETF | 2016-10-03 | 2019-05-28 | $17,057 | $13,046 | $4,011 | $4,011 | |
| CAPITAL GAIN DIVIDENDS | $15,513 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $61,571 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $64,883 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,393,496 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046561 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $64,495 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,324,179 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048706 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $64,750 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,306,621 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049555 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $65,737 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,383,319 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047521 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $55,662 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,345,937 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.041356 | DistributionYr5Rt |
| Total Distribution | 0.233699 | TotalDistributionRt |
| Average Distribution | 0.04674 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,358,208 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $63,483 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $904 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $64,387 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $68,844 | 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 | $904 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $904 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $904 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $716 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $716 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $188 | 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 | 4127628133 | 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 | $9,239 | 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 | $1,378,891 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,378,891 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,378,891 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $20,683 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,358,208 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $67,910 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $67,910 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $904 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $904 | TotalTaxAmt |
| Distributable Before Adj | $67,006 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $67,006 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $67,006 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $68,844 | 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 | $68,844 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $904 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $67,940 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $67,006 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $64,222 | 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 | $68,844 | QualifyingDistributionsAmt |
| Applied To Year1 | $64,222 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,622 | 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 | $62,384 | 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 | $16,056 |
| AMERICAN CANCER SOCIETY INC | ||||||||
| PO BOX 720366 | OKLAHOMA CITY | OK | 73162 | NONE | PC | GENERAL SUPPORT | $16,056 | |
| AMERICAN HEART ASSOCIATION | ||||||||
| PO BOX 22249 | ST PETERSBURG | FL | 337422249 | NONE | PC | GENERAL SUPPORT | $16,056 | |
| THE INDIANAPOLIS FOUNDATION INC | ||||||||
| 615 N ALABAMA ST STE 116 | INDIANAPOLIS | IN | 462041430 | NONE | PC | GENERAL SUPPORT | $16,056 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $64,224 | 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 | $33,467 | 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 | $61,571 | 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 | $95,038 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $95,038 | 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 | $648,137 | $660,404 |
| MUTUAL FUNDS - EQUITY | AT COST | $595,358 | $701,757 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | POSTED CURRENT YEAR FOR PRIOR YEAR | Desc |
| Amt | $210 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $96 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $716 | $0 | $0 |
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