DEMETRIOS ANAGNOS TRUST FUND: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- DEMETRIOS ANAGNOS TRUST FUND (EIN 45-2254804)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-03-17
- IRS object ID
- 201710769349100306
- Schema version
- 2016v3.0
- 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 | 2017-03-17T15:02:50-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 452254804 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEMETRIOS ANAGNOS TRUST FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DEME | BusinessNameControlTxt |
| Phone | 4127685898 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 620 LIBERTY AVENUE 10TH FLOOR | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152222705 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PNC BANK N A BY | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 4127685898 | PhoneNum |
| Signature | 2017-03-14 | SignatureDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 161.150.176.3 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B62B456F261951C798FA00B8391BA4DFFBFA8205 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 1CC7BA5074E8AB1797D9DE59A1DFA746CF600023 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $285,533 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $6,311 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,311 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $56,867 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $314,167 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $56,867 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $63,178 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $63,178 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $3,388 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $3,219 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $169 | 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 | $323 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $54 | 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 | $3,711 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,273 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $169 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $14,587 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $14,587 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $18,298 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,273 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $14,756 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $44,880 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $59,905 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,043 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $15,730 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $15,730 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $234,293 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $267,483 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $269,803 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $238,336 | TotalAssetsBOYAmt |
| Total Assets EOY | $283,213 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $285,533 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $237,501 | CapitalStockBOYAmt |
| Capital Stock EOY | $282,094 | CapitalStockEOYAmt |
| Retained Earning BOY | $835 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,119 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $238,336 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $283,213 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $238,336 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $283,213 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $238,336 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $44,880 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $283,216 | SubtotalAmt |
| Other Decreases | $3 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $283,213 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (56 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 3396.299 DODGE & COX INCOME FUND | 2012-03-07 | 2016-06-15 | $46,631 | $46,495 | $136 | $136 | |
| 539.135 EATON VANCE FLOATING RATE FUND CLASS I | 2015-07-13 | 2016-06-15 | $4,685 | $4,814 | -$129 | -$129 | |
| 148.994 HOTCHKIS & WILEY M/C VALUE CL I | 2015-07-13 | 2016-06-15 | $4,574 | $6,000 | -$1,426 | -$1,426 | |
| 163. ISHARES CORE US AGGREGATE BOND ETF | 2015-07-13 | 2016-06-15 | $18,213 | $17,641 | $572 | $572 | |
| 127. ISHARES TR MSCI EAFE IDX | 2015-07-13 | 2016-06-15 | $7,085 | $8,205 | -$1,120 | -$1,120 | |
| 200. ISHARES TR MSCI EAFE IDX | 2009-01-21 | 2016-06-15 | $11,158 | $7,715 | $3,443 | $3,443 | |
| 48. ISHARES TR RUSSELL 2000 | 2015-07-13 | 2016-06-15 | $5,534 | $6,020 | -$486 | -$486 | |
| 1262.626 METROPOLITAN WEST UNCONSTRAINED BOND FUND CLASS I | 2015-07-13 | 2016-06-15 | $14,899 | $15,000 | -$101 | -$101 | |
| 73.366 ROWE T PRICE MID-CAP GROWTH FD INC | 2010-03-15 | 2016-06-15 | $5,433 | $3,715 | $1,718 | $1,718 | |
| 434. SPDR TR UNIT SER 1 | 2008-05-15 | 2016-06-15 | $90,493 | $42,344 | $48,149 | $48,149 | |
| 323.149 TEMPLETON GLOBAL BOND FUND AD FUND | 2015-07-13 | 2016-06-15 | $3,561 | $3,978 | -$417 | -$417 | |
| 77. VANGUARD REIT ETF | 2015-07-13 | 2016-06-15 | $6,552 | $6,029 | $523 | $523 | |
| 46. SECTOR SPDR TR SBI CYCL TRANS | 2016-06-15 | 2016-06-30 | $3,574 | $3,614 | -$40 | -$40 | |
| 1. SECTOR SPDR TR SHS BEN INT-UTILITIES | 2016-06-15 | 2016-06-30 | $52 | $50 | $2 | $2 | |
| 85. SECTOR SPDR TR SBI INT-TECH | 2016-06-30 | 2016-07-29 | $3,949 | $3,673 | $276 | $276 | |
| 1140.596 EATON VANCE FLOATING RATE FUND CLASS I | 2015-07-13 | 2016-08-05 | $9,957 | $10,186 | -$229 | -$229 | |
| 275.352 BLACKROCK STRATEGIC INCOME OPPORTUNITIES PORTFOLIO | 2016-06-15 | 2016-08-25 | $2,701 | $2,668 | $33 | $33 | |
| 307.461 RIDGEWORTH FDS SEIX FLTG RATE INCOME FD CL I | 2016-08-05 | 2016-08-25 | $2,650 | $2,641 | $9 | $9 | |
| 369.214 TEMPLETON GLOBAL BOND FUND AD FUND | 2015-07-13 | 2016-08-25 | $4,135 | $4,545 | -$410 | -$410 | |
| 1. SECTOR SPDR TR SBI CONS STPLS | 2016-07-29 | 2016-08-31 | $54 | $55 | -$1 | -$1 | |
| 65. INDUSTRIAL SELECT SECTOR SPDR ETF LARGE CAP | 2016-07-29 | 2016-08-31 | $3,803 | $3,780 | $23 | $23 | |
| 202.049 MFS VALUE FUND CLASS I FUND 893 | 2016-06-15 | 2016-10-03 | $7,169 | $6,969 | $200 | $200 | |
| 150.349 T ROWE PRICE GROWTH STOCK FUND | 2016-06-15 | 2016-10-03 | $8,179 | $7,630 | $549 | $549 | |
| 282.803 ROWE T PRICE VALUE FD INC COM | 2016-06-15 | 2016-10-03 | $9,378 | $8,886 | $492 | $492 | |
| 68. SECTOR SPDR TR SBI CONS STPLS | 2016-06-15 | 2016-10-03 | $3,592 | $3,653 | -$61 | -$61 | |
| 52. SECTOR SPDR TR SBI INT-TECH | 2016-08-31 | 2016-10-03 | $2,475 | $2,444 | $31 | $31 | |
| 78. SECTOR SPDR TR SHS BEN INT-UTILITIES | 2016-06-15 | 2016-10-03 | $3,762 | $3,933 | -$171 | -$171 | |
| 515.452 TOUCHSTONE SANDS CAPITAL SELECT GROWTH FD CLASS Y | 2016-06-15 | 2016-10-03 | $8,629 | $7,923 | $706 | $706 | |
| 27. SECTOR SPDR TR SBI BASIC INDS | 2016-10-03 | 2016-10-31 | $1,262 | $1,291 | -$29 | -$29 | |
| 22. INDUSTRIAL SELECT SECTOR SPDR ETF LARGE CAP | 2016-10-03 | 2016-10-31 | $1,260 | $1,284 | -$24 | -$24 | |
| 1. SECTOR SPDR TR SBI INT-TECH | 2016-08-31 | 2016-10-31 | $48 | $47 | $1 | $1 | |
| 5.378 AMERICAN BEACON L/C VALU IS | 2016-06-15 | 2016-11-22 | $92 | $90 | $2 | $2 | |
| 16.984 BAIRD MIDCAP INST | 2016-06-15 | 2016-11-22 | $273 | $262 | $11 | $11 | |
| 25.956 BLACKROCK STRATEGIC INCOME OPPORTUNITIES PORTFOLIO | 2016-06-15 | 2016-11-22 | $254 | $252 | $2 | $2 | |
| 11. DB X-TRACKERS MSCI JAPAN HDG ETF | 2016-06-15 | 2016-11-22 | $393 | $349 | $44 | $44 | |
| 15. DEUTSCHE X-TRACKERS MSCI EUR ETF | 2016-06-15 | 2016-11-22 | $384 | $363 | $21 | $21 | |
| 6.691 HARDING LOEVNER INTERNATIONAL EQUITY PORTFOLIO | 2016-06-15 | 2016-11-22 | $119 | $114 | $5 | $5 | |
| 10. ISHARES MSCI EMERGING MKTS INDEX FUND | 2015-07-13 | 2016-11-22 | $353 | $387 | -$34 | -$34 | |
| 2. ISHARES TR S&P SMLCAP 600 | 2016-10-31 | 2016-11-22 | $267 | $236 | $31 | $31 | |
| 4. ISHARES TR S&P SMLCP VALU | 2016-06-15 | 2016-11-22 | $544 | $469 | $75 | $75 | |
| 3. ISHARES TR S&P SMLCP GROW | 2016-06-15 | 2016-11-22 | $436 | $386 | $50 | $50 | |
| 11. ISHARES EDGE MSCI USA QUALITY FACTOR ETF | 2016-10-03 | 2016-11-22 | $753 | $740 | $13 | $13 | |
| 14. ISHARES EDGE MSCI USA VALUE FACTOR ETF | 2016-10-03 | 2016-11-22 | $960 | $911 | $49 | $49 | |
| 36.625 MFS VALUE FUND CLASS I FUND 893 | 2016-06-15 | 2016-11-22 | $1,334 | $1,263 | $71 | $71 | |
| 15.289 T ROWE PRICE GROWTH STOCK FUND | 2016-06-15 | 2016-11-22 | $840 | $776 | $64 | $64 | |
| 37.764 RIDGEWORTH FDS SEIX FLTG RATE INCOME FD CL I | 2016-08-05 | 2016-11-22 | $328 | $324 | $4 | $4 | |
| 37.858 ROWE T PRICE VALUE FD INC COM | 2016-06-15 | 2016-11-22 | $1,290 | $1,190 | $100 | $100 | |
| 33.951 TEMPLETON GLOBAL BOND FUND AD FUND | 2015-07-13 | 2016-11-22 | $389 | $418 | -$29 | -$29 | |
| 9.328 TEMPLETON INSTL FDS INC FOREIGN EQUITY SER | 2016-06-15 | 2016-11-22 | $174 | $167 | $7 | $7 | |
| 8.811 TOUCHSTONE SANDS CAPITAL SELECT GROWTH FD CLASS Y | 2016-06-15 | 2016-11-22 | $141 | $135 | $6 | $6 | |
| 16.391 WASATCH INTL OPPORTUNIT-INST | 2016-06-15 | 2016-11-22 | $49 | $48 | $1 | $1 | |
| 22.192 WELLS FARGO SPECIAL US MID CAP VALUE I | 2016-06-15 | 2016-11-22 | $789 | $711 | $78 | $78 | |
| 21. WISDOMTREE U.S. QUALITY DIVI ETF | 2016-10-03 | 2016-11-22 | $689 | $676 | $13 | $13 | |
| 9. ISHARES TR S&P SMLCAP 600 | 2016-10-31 | 2016-11-30 | $1,204 | $1,063 | $141 | $141 | |
| 164.403 AMERICAN BEACON L/C VALU IS | 2016-06-15 | 2016-12-20 | $2,907 | $2,742 | $165 | $165 | |
| CAPITAL GAIN DIVIDENDS | $3,758 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $56,867 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $14,633 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $293,640 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049833 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $13,904 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $298,737 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046543 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $10,884 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $281,398 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.038678 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $10,298 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $262,808 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.039184 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $7,246 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $169,361 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.042784 | DistributionYr5Rt |
| Total Distribution | 0.217022 | TotalDistributionRt |
| Average Distribution | 0.043404 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $281,934 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $12,237 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $599 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $12,836 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $14,756 | 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 | $599 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $599 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $599 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $192 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $0 | AppliedToEsTaxAmt |
| Total Payments And Credits | $192 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $407 | 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 | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | 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 N A | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4127685898 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 620 LIBERTY AVENUE 10TH FLOOR | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | 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 N A | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 620 LIBERTY AVENUE 10TH FL | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152222705 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $3,388 | 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 | $286,227 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $286,227 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $286,227 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,293 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $281,934 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $14,097 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $14,097 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $599 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $599 | TotalTaxAmt |
| Distributable Before Adj | $13,498 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $13,498 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $13,498 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $14,756 | 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 | $14,756 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $599 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $14,157 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $13,498 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $14,317 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| 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 | $14,756 | QualifyingDistributionsAmt |
| Applied To Year1 | $14,317 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $439 | 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 | $13,059 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF THE BLIND | ||||||||
| IN GREECE INC | 13517 WISTERIA WAY DRIVE | FAIRFAX | VA | 22033 | NONE | PC | GENERAL SUPPORT | $3,647 |
| GREEK ORTHODOX ARCHDIOCESE OF | ||||||||
| AMERICA | 8-10 EAST 79TH STREET | NEW YORK | NY | 100750192 | NONE | PC | GENERAL SUPPORT | $10,940 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $14,587 | 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 | $6,311 | 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 | $56,867 | 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 | $63,178 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $63,178 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS - FIXED | AT COST | $91,681 | $90,401 |
| MUTUAL FUNDS - EQUITY | AT COST | $175,802 | $179,402 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING ADJ FOR SALES AND TRANSACTIONS | Desc |
| Amt | $3 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $77 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $192 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $41 | $41 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $13 | $13 | $0 |
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