GUSTAVE AND HILDA BIERLEIN TR: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- GUSTAVE AND HILDA BIERLEIN TR (EIN 47-6525236)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-04
- IRS object ID
- 201821249349101057
- Schema version
- 2017v2.2
- 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 | 2018-05-04T15:00:40-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | 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 | 2162574701 | 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 | 2162574701 | PhoneNum |
| Signature | 2018-05-04 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $781,957 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $14,640 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $14,640 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $30,629 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $109,753 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $30,629 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $151 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $45,420 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $45,269 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $10,803 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $5,402 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $5,402 | 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 | $197 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $11,000 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,407 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,402 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $23,898 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $23,898 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $34,898 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,407 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $29,300 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $10,522 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $39,862 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $39,413 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $33,035 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $33,035 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $411,253 | CorporateStockBOYAmt |
| Corporate Stock EOY | $406,412 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $501,413 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $230,051 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $251,786 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $247,509 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $680,717 | TotalAssetsBOYAmt |
| Total Assets EOY | $691,233 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $781,957 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $680,717 | CapitalStockBOYAmt |
| Capital Stock EOY | $691,233 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $680,717 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $691,233 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $680,717 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $691,233 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $680,717 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $10,522 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $691,239 | SubtotalAmt |
| Other Decreases | $6 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $691,233 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (42 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 86. ISHARES MSCI EMERGING MKTS INDEX FUND | 2013-01-16 | 2017-01-01 | $3,016 | $3,806 | -$790 | -$790 | |
| 65. SECTOR SPDR TR SBI INT-TECH | 2016-08-31 | 2017-01-01 | $3,147 | $3,054 | $93 | $93 | |
| 65. SECTOR SPDR TR SHS BEN INT-UTILITIES | 2017-01-01 | $3,171 | $3,208 | -$37 | -$37 | ||
| 50. INDUSTRIAL SELECT SECTOR SPDR ETF LARGE CAP | 2016-12-30 | 2017-01-31 | $3,157 | $3,120 | $37 | $37 | |
| 41. SECTOR SPDR TR SBI INT-ENERGY | 2016-12-30 | 2017-03-31 | $2,863 | $3,101 | -$238 | -$238 | |
| 503.818 T ROWE PRICE REAL ESTATE FUND FD 122 | 2013-04-03 | 2017-04-27 | $14,188 | $11,190 | $2,998 | $2,998 | |
| 19. ISHARES TR S&P MIDCAP 400 | 2017-03-31 | 2017-04-28 | $3,287 | $3,261 | $26 | $26 | |
| 46. ISHARES TR S&P SMLCAP 600 | 2017-05-31 | $3,127 | $3,164 | -$37 | -$37 | ||
| 80. ISHARES MSCI EMERGING MKTS INDEX FUND | 2013-01-16 | 2017-07-31 | $3,496 | $3,541 | -$45 | -$45 | |
| 1. SECTOR SPDR TR SBI INT-TECH | 2017-04-28 | 2017-07-31 | $57 | $54 | $3 | $3 | |
| 49. INDUSTRIAL SELECT SECTOR SPDR ETF LARGE CAP | 2017-07-31 | 2017-08-31 | $3,349 | $3,359 | -$10 | -$10 | |
| 76. ISHARES MSCI EMERGING MKTS INDEX FUND | 2017-08-31 | 2017-10-31 | $3,506 | $3,409 | $97 | $97 | |
| 2. SECTOR SPDR TR SBI INT-TECH | 2017-04-28 | 2017-10-31 | $125 | $109 | $16 | $16 | |
| 22.438 CAMBIAR INTL EQUITY FUND-INS | 2016-12-20 | 2017-11-22 | $641 | $545 | $96 | $96 | |
| 61.461 ARTISAN INTERNATIONAL FD-ADV | 2013-04-03 | 2017-11-22 | $2,042 | $1,603 | $439 | $439 | |
| 16.97 BAIRD MIDCAP INST | 2016-04-06 | 2017-11-22 | $330 | $257 | $73 | $73 | |
| 89.952 BAIRD MIDCAP INST | 2016-12-01 | 2017-11-22 | $1,749 | $1,421 | $328 | $328 | |
| 12. XTRACKERS MSCI JAPAN HEDGED ETF | 2015-04-30 | 2017-11-22 | $515 | $509 | $6 | $6 | |
| 62.536 HARDING LOEVNER INTERNATIONAL EQUITY PORTFOLIO | 2013-04-03 | 2017-11-22 | $1,451 | $1,015 | $436 | $436 | |
| .302 HARDING LOEVNER INTERNATIONAL EQUITY PORTFOLIO | 2016-12-01 | 2017-11-22 | $7 | $5 | $2 | $2 | |
| 72. ISHARES MSCI EMERGING MKTS INDEX FUND | 2013-01-16 | 2017-11-22 | $3,431 | $3,187 | $244 | $244 | |
| 4. ISHARES TR S&P SMLCAP 600 | 2017-10-31 | 2017-11-22 | $304 | $299 | $5 | $5 | |
| 1. ISHARES TR S&P SMLCP VALU | 2013-04-03 | 2017-11-22 | $152 | $88 | $64 | $64 | |
| 3. ISHARES TR S&P SMLCP GROW | 2014-03-14 | 2017-11-22 | $508 | $360 | $148 | $148 | |
| 20. ISHARES EDGE MSCI USA QUALITY FACTOR ETF | 2016-10-03 | 2017-11-22 | $1,608 | $1,345 | $263 | $263 | |
| 17. ISHARES EDGE MSCI USA QUALITY FACTOR ETF | 2017-04-28 | 2017-11-22 | $1,367 | $1,245 | $122 | $122 | |
| 19. ISHARES EDGE MSCI USA VALUE FACTOR ETF | 2016-10-03 | 2017-11-22 | $1,539 | $1,237 | $302 | $302 | |
| 9.096 MFS VALUE FUND CLASS I FUND 893 | 2010-05-07 | 2017-11-22 | $369 | $189 | $180 | $180 | |
| 66.439 MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND CLASS I | 2013-08-28 | 2017-11-22 | $1,315 | $1,189 | $126 | $126 | |
| 121.759 T ROWE PRICE GROWTH STOCK FUND | 2013-10-07 | 2017-11-22 | $8,634 | $5,698 | $2,936 | $2,936 | |
| 56.975 ROWE T PRICE VALUE FD INC COM | 2013-08-01 | 2017-11-22 | $2,225 | $1,897 | $328 | $328 | |
| 9. AMEX FINANCIAL SELECT SPDR | 2017-11-22 | $236 | $211 | $25 | $25 | ||
| 5. SECTOR SPDR TR SBI INT-TECH | 2017-04-28 | 2017-11-22 | $320 | $272 | $48 | $48 | |
| 45.046 TEMPLETON INSTL FDS INC FOREIGN EQUITY SER | 2015-01-27 | 2017-11-22 | $1,018 | $919 | $99 | $99 | |
| 69.441 TOUCHSTONE SANDS CAPITAL SELECT GROWTH FD CLASS Y | 2016-12-01 | 2017-11-22 | $1,254 | $1,065 | $189 | $189 | |
| 55.503 TOUCHSTONE SANDS CAPITAL SELECT GROWTH FD CLASS Y | 2013-04-03 | 2017-11-22 | $1,002 | $750 | $252 | $252 | |
| 20.379 WASATCH INTL OPPORTUNIT-INST | 2016-12-01 | 2017-11-22 | $73 | $60 | $13 | $13 | |
| 181.383 WASATCH INTL OPPORTUNIT-INST | 2016-05-26 | 2017-11-22 | $646 | $522 | $124 | $124 | |
| 81. WISDOMTREE U.S. QUALITY DIVI ETF | 2016-10-03 | 2017-11-22 | $3,220 | $2,609 | $611 | $611 | |
| 44. ISHARES TR S&P SMLCAP 600 | 2017-10-31 | 2017-11-30 | $3,416 | $3,294 | $122 | $122 | |
| 127. AMEX FINANCIAL SELECT SPDR | 2017-01-31 | 2017-11-30 | $3,502 | $2,957 | $545 | $545 | |
| CAPITAL GAIN DIVIDENDS | $20,390 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $30,629 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $32,558 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $702,673 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046334 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $42,088 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $556,859 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.075581 | DistributionYr2Rt |
| Total Distribution | 0.121915 | TotalDistributionRt |
| Average Distribution | 0.060958 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $745,782 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $45,461 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $399 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $45,860 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $29,300 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $797 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $797 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $797 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $410 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $410 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $387 | 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 | 2162574701 | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 |
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 | $10,803 | 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 | $757,139 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $757,139 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $757,139 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,357 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $745,782 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $37,289 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $37,289 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $797 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $797 | TotalTaxAmt |
| Distributable Before Adj | $36,492 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $36,492 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $36,492 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $29,300 | 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 | $29,300 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $29,300 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $36,492 | 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 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $11,802 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $11,802 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $29,300 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $29,300 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $7,192 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $7,192 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,610 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,610 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $4,610 | 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 | $1,400 | |
| LUTHERAN CHURCH | ||||||||
| 1333 SOUTH KIRKWOOD ROAD | ST LOUIS | MO | 631227226 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $2,800 | MISSOURI SYNOD |
| BETHESDA LUTHERAN HOME | ||||||||
| 600 HOFFMAN DRIVE | WATERTOWN | WI | 530946294 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,400 | |
| WHEAT RIDGE MINISTRIES | ||||||||
| ONE PIERCE PLACE | ITASCA | IL | 60143 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,400 | |
| ST JOHN'S EVANGELICAL | ||||||||
| 1200 EAST GENESEE AVENUE | FRANKENMUTH | MI | 48734 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $600 | LUTHERAN CHURCH |
| VALPARAISO UNIVERSITY | ||||||||
| ADVANCEMENT | VALPARAISO | IN | 463834512 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,400 | |
| LUTHERAN HOMES OF MICHIGAN INC | ||||||||
| 4100 PIER NORTH BLVD SUITE A | FLINT | MI | 485041487 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,700 | ATTN JILL HAISER |
| ST LORENZ EVG LUTHERAN CHURCH | ||||||||
| 420 W TUSCOLA ST | FRANKENMUTH | MI | 487341551 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $11,798 | |
| CONCORDIA UNIVERSITY | ||||||||
| 4090 GEDDER RD | ANN ARBOR | MI | 481052750 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,400 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $23,898 | 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 | $14,640 | 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 | $30,629 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $151 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $45,420 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $45,420 | 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 | $6 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND FROM PRIOR YEAR | Desc |
| Revenue And Expenses Per Books | $151 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL ESTIMATES - PRINCIPAL | $192 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $5 | $5 | $0 |
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