MEYER S EFROYMSON TR: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- MEYER S EFROYMSON TR (EIN 35-6323787)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2018-07-27
- IRS object ID
- 201832089349100113
- 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 | 2018-07-27T13:00:28-05:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | 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 | MEYE | 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 | 2018-07-23 | 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 | $1,383,896 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $31,598 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $31,598 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $44,785 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $236,550 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $44,785 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $76,383 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $76,383 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $9,470 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $4,735 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $4,735 | 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 | $807 | 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 | $10,277 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,735 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,735 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $60,864 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $60,864 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $71,141 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,735 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $65,599 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,242 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $71,648 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $73,990 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $51,111 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $51,111 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $1,187,896 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,215,216 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,332,785 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,261,886 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,266,327 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,383,896 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,261,886 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,257,441 | CapitalStockEOYAmt |
| Retained Earning EOY | $8,886 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,261,886 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,266,327 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,261,886 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,266,327 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,261,886 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,242 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,267,128 | SubtotalAmt |
| Other Decreases | $801 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,266,327 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (55 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 107. ISHARES MSCI EMERGING MKTS INDEX FUND | 2012-03-21 | 2017-07-31 | $4,675 | $4,629 | $46 | $46 | |
| 2. SECTOR SPDR TR SBI INT-TECH | 2017-04-28 | 2017-07-31 | $114 | $109 | $5 | $5 | |
| 67. INDUSTRIAL SELECT SECTOR SPDR ETF LARGE CAP | 2017-07-31 | 2017-08-31 | $4,580 | $4,592 | -$12 | -$12 | |
| 102. ISHARES MSCI EMERGING MKTS INDEX FUND | 2017-08-31 | 2017-10-31 | $4,705 | $4,575 | $130 | $130 | |
| 2. SECTOR SPDR TR SBI INT-TECH | 2017-04-28 | 2017-10-31 | $125 | $109 | $16 | $16 | |
| 65. ISHARES TR S&P SMLCAP 600 | 2017-10-31 | 2017-11-30 | $5,047 | $4,867 | $180 | $180 | |
| 183. AMEX FINANCIAL SELECT SPDR | 2017-01-31 | 2017-11-30 | $5,046 | $4,263 | $783 | $783 | |
| 57.577 CAMBIAR INTL EQUITY FUND-INS | 2016-12-20 | 2018-01-16 | $1,730 | $1,398 | $332 | $332 | |
| 19.653 ARTISAN INTERNATIONAL FD-ADV | 2017-02-08 | 2018-01-16 | $691 | $527 | $164 | $164 | |
| 90.216 ARTISAN INTERNATIONAL FD-ADV | 2012-03-21 | 2018-01-16 | $3,171 | $2,184 | $987 | $987 | |
| 133.019 BAIRD MIDCAP INST | 2016-04-06 | 2018-01-16 | $2,638 | $2,014 | $624 | $624 | |
| 17. XTRACKERS MSCI JAPAN HEDGED ETF | 2015-04-30 | 2018-01-16 | $782 | $720 | $62 | $62 | |
| 87.574 HARDING LOEVNER INTERNATIONAL EQUITY PORTFOLIO | 2012-11-01 | 2018-01-16 | $2,090 | $1,343 | $747 | $747 | |
| 107. ISHARES MSCI EMERGING MKTS INDEX FUND | 2017-11-30 | 2018-01-16 | $5,300 | $4,959 | $341 | $341 | |
| 14. ISHARES MSCI EMERGING MKTS INDEX FUND | 2012-03-21 | 2018-01-16 | $693 | $606 | $87 | $87 | |
| 4. ISHARES TR S&P SMLCP VALU | 2012-03-21 | 2018-01-16 | $635 | $315 | $320 | $320 | |
| 5. ISHARES TR S&P SMLCP GROW | 2014-03-14 | 2018-01-16 | $880 | $599 | $281 | $281 | |
| 8. ISHARES MSCI EAFE SMALL-CAP ETF | 2017-11-30 | 2018-01-16 | $538 | $510 | $28 | $28 | |
| 50. ISHARES EDGE MSCI USA QUALITY FACTOR ETF | 2016-10-03 | 2018-01-16 | $4,314 | $3,361 | $953 | $953 | |
| 20. ISHARES EDGE MSCI USA QUALITY FACTOR ETF | 2017-04-28 | 2018-01-16 | $1,726 | $1,465 | $261 | $261 | |
| 47. ISHARES EDGE MSCI USA VALUE FACTOR ETF | 2016-10-03 | 2018-01-16 | $4,120 | $3,060 | $1,060 | $1,060 | |
| 65.525 MFS VALUE FUND CLASS I FUND 893 | 2012-03-21 | 2018-01-16 | $2,764 | $1,644 | $1,120 | $1,120 | |
| 59.046 MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND CLASS I | 2013-08-30 | 2018-01-16 | $1,204 | $1,052 | $152 | $152 | |
| 57.601 T ROWE PRICE GROWTH STOCK FUND | 2013-10-07 | 2018-01-16 | $3,800 | $2,696 | $1,104 | $1,104 | |
| 33.901 ROWE T PRICE VALUE FD INC COM | 2013-08-01 | 2018-01-16 | $1,306 | $1,129 | $177 | $177 | |
| 2. SECTOR SPDR TR SBI INT-TECH | 2017-11-30 | 2018-01-16 | $134 | $127 | $7 | $7 | |
| 7. SECTOR SPDR TR SBI INT-TECH | 2017-04-28 | 2018-01-16 | $468 | $381 | $87 | $87 | |
| 66.578 TEMPLETON INSTL FDS INC FOREIGN EQUITY SER | 2015-01-26 | 2018-01-16 | $1,532 | $1,356 | $176 | $176 | |
| 149. WISDOMTREE U.S. QUALITY DIVI ETF | 2016-10-03 | 2018-01-16 | $6,423 | $4,800 | $1,623 | $1,623 | |
| 402.835 BLACKROCK STRATEGIC INCOME OPPORTUNITIES PORTFOLIO | 2018-01-16 | 2018-04-06 | $3,992 | $4,040 | -$48 | -$48 | |
| 4547.567 BLACKROCK STRATEGIC INCOME OPPORTUNITIES PORTFOLIO | 2014-10-22 | 2018-04-06 | $45,066 | $46,430 | -$1,364 | -$1,364 | |
| 347.946 TEMPLETON GLOBAL BOND FUND AD FUND | 2018-01-16 | 2018-04-06 | $4,158 | $4,151 | $7 | $7 | |
| 3203.941 TEMPLETON GLOBAL BOND FUND AD FUND | 2012-03-21 | 2018-04-06 | $38,287 | $41,112 | -$2,825 | -$2,825 | |
| 70. ISHARES MSCI EAFE SMALL-CAP ETF | 2017-11-30 | 2018-04-30 | $4,604 | $4,466 | $138 | $138 | |
| 14. ISHARES MSCI EMERGING MKTS INDEX FUND | 2017-05-31 | 2018-05-31 | $639 | $577 | $62 | $62 | |
| 80. ISHARES MSCI EMERGING MKTS INDEX FUND | 2012-03-21 | 2018-05-31 | $3,649 | $3,453 | $196 | $196 | |
| 4. SECTOR SPDR TR SBI INT-TECH | 2017-04-28 | 2018-05-31 | $280 | $218 | $62 | $62 | |
| 110.606 BAIRD MIDCAP INST | 2016-04-06 | 2018-06-12 | $2,351 | $1,675 | $676 | $676 | |
| 42. XTRACKERS MSCI EUROPE HEDGED ETF | 2015-04-30 | 2018-06-12 | $1,222 | $1,232 | -$10 | -$10 | |
| 10.338 HARDING LOEVNER INTERNATIONAL EQUITY PORTFOLIO | 2012-11-01 | 2018-06-12 | $242 | $158 | $84 | $84 | |
| 8. ISHARES TIPS BOND ETF | 2016-08-25 | 2018-06-12 | $894 | $930 | -$36 | -$36 | |
| 7. ISHARES TR S&P SMLCP VALU | 2012-03-21 | 2018-06-12 | $1,176 | $552 | $624 | $624 | |
| 9. ISHARES TR S&P SMLCP GROW | 2014-03-14 | 2018-06-12 | $1,741 | $1,079 | $662 | $662 | |
| 16. ISHARES EDGE MSCI USA QUALITY FACTOR ETF | 2016-10-03 | 2018-06-12 | $1,380 | $1,076 | $304 | $304 | |
| 6. ISHARES EDGE MSCI USA VALUE FACTOR ETF | 2016-10-03 | 2018-06-12 | $520 | $391 | $129 | $129 | |
| 57.232 MFS VALUE FUND CLASS I FUND 893 | 2018-04-06 | 2018-06-12 | $2,295 | $2,234 | $61 | $61 | |
| 79.622 T ROWE PRICE GROWTH STOCK FUND | 2013-10-07 | 2018-06-12 | $5,611 | $3,726 | $1,885 | $1,885 | |
| 1. SECTOR SPDR TR SBI INT-ENERGY | 2018-05-31 | 2018-06-12 | $77 | $76 | $1 | $1 | |
| 3. SECTOR SPDR TR SBI INT-TECH | 2017-04-28 | 2018-06-12 | $216 | $163 | $53 | $53 | |
| 507.114 TOUCHSTONE SANDS CAPITAL SELECT GROWTH FD CLASS Y | 2012-03-21 | 2018-06-12 | $9,164 | $6,741 | $2,423 | $2,423 | |
| 123.086 TOUCHSTONE SANDS CAPITAL SELECT GROWTH FD CLASS Y | 2018-01-16 | 2018-06-12 | $2,224 | $1,910 | $314 | $314 | |
| 133.375 VIRTUS SEIX FLOATING RATE HIGH INCOME FUND CLASS I | 2018-01-16 | 2018-06-12 | $1,160 | $1,164 | -$4 | -$4 | |
| 9. WISDOMTREE U.S. QUALITY DIVI ETF | 2016-10-03 | 2018-06-12 | $381 | $290 | $91 | $91 | |
| 163. AMEX FINANCIAL SELECT SPDR | 2018-04-30 | 2018-06-29 | $4,385 | $4,531 | -$146 | -$146 | |
| CAPITAL GAIN DIVIDENDS | $29,605 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $44,785 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $64,495 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,324,179 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048706 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $64,750 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,306,621 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049555 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $65,737 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,383,319 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047521 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $55,662 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,345,937 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.041356 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $34,391 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,263,609 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.027216 | DistributionYr5Rt |
| Total Distribution | 0.214354 | TotalDistributionRt |
| Average Distribution | 0.042871 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,393,496 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $59,741 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $716 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $60,457 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $65,599 | 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 | $716 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $716 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $716 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $620 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $620 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $96 | 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 |
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 | $9,470 | 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 | $1,414,717 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,414,717 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,414,717 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,221 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,393,496 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $69,675 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $69,675 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $716 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $716 | TotalTaxAmt |
| Distributable Before Adj | $68,959 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $68,959 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $68,959 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $65,599 | 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 | $65,599 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $716 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $64,883 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $68,959 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $60,862 | 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 | $65,599 | QualifyingDistributionsAmt |
| Applied To Year1 | $60,862 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,737 | 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 | $64,222 | 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 | ||||||||
| ATTN AMY JOANS | 42 EAST 69TH STREET | NEW YORK | NY | 100215003 | NONE | PC | GENERAL SUPPORT | $15,216 |
| AMERICAN CANCER SOCIETY INC | ||||||||
| PO BOX 720366 | OKLAHOMA CITY | OK | 73162 | NONE | PC | GENERAL SUPPORT | $15,216 | |
| AMERICAN HEART ASSOCIATION | ||||||||
| PO BOX 22249 | ST PETERSBURG | FL | 337422249 | NONE | PC | GENERAL SUPPORT | $15,216 | |
| THE INDIANAPOLIS FOUNDATION | ||||||||
| 615 N ALABAMA ST STE 119 | INDIANAPOLIS | IN | 462041431 | NONE | PC | GENERAL SUPPORT | $15,216 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $60,864 | 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 | $31,598 | 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 | $44,785 | 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 | $76,383 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $76,383 | 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 |
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 | $685,542 | $665,434 |
| MUTUAL FUNDS - EQUITY | AT COST | $529,674 | $667,351 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DIVIDENDS TAXED IN PRIOR YEAR | $800 |
| ROUNDING ADJ FOR SALES AND TRANSACTIONS | $1 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $187 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $620 | $0 | $0 |
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