MEYER S EFROYMSON TR: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- MEYER S EFROYMSON TR (EIN 35-6323787)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2017-10-27
- IRS object ID
- 201743009349100524
- 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
- Form 990-PF
- Investments Other Schedule2
- Other Assets Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-10-27T15:00:19-05:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | 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 P8-YB35- | 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 | 2017-10-27 | SignatureDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 161.150.240.2 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 1CC7BA5074E8AB1797D9DE59A1DFA746CF600023 | 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 | $1,366,786 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $25,743 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $25,743 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $40,799 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $496,094 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $40,799 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $377 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $66,919 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $66,542 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $9,020 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $4,510 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $4,510 | 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 | $339 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $123 | 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 | $9,359 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,633 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,510 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $60,604 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $60,604 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $69,963 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,633 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $65,114 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,044 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $61,909 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $48,244 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $73,990 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $73,990 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $1,216,150 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,187,896 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,292,796 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1 | OtherAssetsBOYAmt |
| Total Assets BOY | $1,264,395 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,261,886 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,366,786 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,256,925 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,261,886 | CapitalStockEOYAmt |
| Retained Earning BOY | $7,470 | RetainedEarningBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,264,395 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,261,886 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,264,395 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,261,886 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,264,395 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,044 | ExcessRevenueOverExpensesAmt |
| Other Increases | $535 | OtherIncreasesAmt |
| Subtotal | $1,261,886 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,261,886 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (61 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 157. SECTOR SPDR TR SBI CYCL TRANS | 2016-04-29 | 2016-07-06 | $12,197 | $12,392 | -$195 | -$195 | |
| 9. SECTOR SPDR TR SHS BEN INT-UTILITIES | 2016-02-29 | 2016-07-06 | $464 | $419 | $45 | $45 | |
| 298. SECTOR SPDR TR SBI INT-TECH | 2016-06-30 | 2016-07-29 | $13,845 | $12,877 | $968 | $968 | |
| 7495.663 EATON VANCE FLOATING RATE FUND CLASS I | 2016-08-05 | $65,437 | $67,368 | -$1,931 | -$1,931 | ||
| 1652.334 BLACKROCK STRATEGIC INCOME OPPORTUNITIES PORTFOLIO | 2014-10-30 | 2016-08-25 | $16,209 | $16,920 | -$711 | -$711 | |
| 2202.972 RIDGEWORTH FDS SEIX FLTG RATE NAME CHANGE 7/14/17 | 2016-08-05 | 2016-08-25 | $18,990 | $18,924 | $66 | $66 | |
| 2042.877 TEMPLETON GLOBAL BOND FUND AD FUND | 2012-03-21 | 2016-08-25 | $22,880 | $26,782 | -$3,902 | -$3,902 | |
| 3. SECTOR SPDR TR SBI CONS STPLS | 2016-07-29 | 2016-08-31 | $163 | $164 | -$1 | -$1 | |
| 228. INDUSTRIAL SELECT SECTOR SPDR ETF LARGE CAP | 2016-07-29 | 2016-08-31 | $13,341 | $13,259 | $82 | $82 | |
| 863.738 MFS VALUE FUND CLASS I FUND 893 | 2012-03-21 | 2016-10-03 | $30,645 | $21,671 | $8,974 | $8,974 | |
| 8.321 T ROWE PRICE GROWTH STOCK FUND | 2016-02-24 | 2016-10-03 | $453 | $398 | $55 | $55 | |
| 443.331 T ROWE PRICE GROWTH STOCK FUND | 2013-10-07 | 2016-10-03 | $24,117 | $20,748 | $3,369 | $3,369 | |
| 936.754 ROWE T PRICE VALUE FD INC COM | 2013-08-01 | 2016-10-03 | $31,063 | $31,194 | -$131 | -$131 | |
| 239. SECTOR SPDR TR SBI CONS STPLS | 2016-10-03 | $12,625 | $12,107 | $518 | $518 | ||
| 184. SECTOR SPDR TR SBI INT-TECH | 2016-08-31 | 2016-10-03 | $8,759 | $8,647 | $112 | $112 | |
| 274. SECTOR SPDR TR SHS BEN INT-UTILITIES | 2016-10-03 | $13,215 | $12,828 | $387 | $387 | ||
| 767.74 TOUCHSTONE SANDS CAPITAL SELECT GROWTH FD CLASS Y | 2016-10-03 | $12,852 | $11,445 | $1,407 | $1,407 | ||
| 1746.271 TOUCHSTONE SANDS CAPITAL SELECT GROWTH FD CLASS Y | 2016-10-03 | $29,233 | $22,757 | $6,476 | $6,476 | ||
| 92. SECTOR SPDR TR SBI BASIC INDS | 2016-10-03 | 2016-10-31 | $4,300 | $4,398 | -$98 | -$98 | |
| 75. INDUSTRIAL SELECT SECTOR SPDR ETF LARGE CAP | 2016-10-03 | 2016-10-31 | $4,296 | $4,378 | -$82 | -$82 | |
| 1. SECTOR SPDR TR SBI INT-TECH | 2016-08-31 | 2016-10-31 | $48 | $47 | $1 | $1 | |
| 37. ISHARES TR S&P SMLCAP 600 | 2016-10-31 | 2016-11-30 | $4,949 | $4,372 | $577 | $577 | |
| 82.534 AMERICAN BEACON L/C VALU IS | 2016-12-20 | $1,459 | $1,361 | $98 | $98 | ||
| 694.451 AMERICAN BEACON L/C VALU IS | 2016-12-20 | $12,278 | $10,860 | $1,418 | $1,418 | ||
| 128. ISHARES MSCI EMERGING MKTS INDEX FUND | 2012-03-21 | 2016-12-30 | $4,489 | $5,537 | -$1,048 | -$1,048 | |
| 95. SECTOR SPDR TR SBI INT-TECH | 2016-12-30 | $4,599 | $4,468 | $131 | $131 | ||
| 96. SECTOR SPDR TR SHS BEN INT-UTILITIES | 2016-12-30 | $4,683 | $4,739 | -$56 | -$56 | ||
| 74. INDUSTRIAL SELECT SECTOR SPDR ETF LARGE CAP | 2016-12-30 | 2017-01-31 | $4,673 | $4,618 | $55 | $55 | |
| 32.82 CAMBIAR INTL EQUITY FUND-INS | 2016-12-20 | 2017-02-08 | $792 | $797 | -$5 | -$5 | |
| 220.934 BAIRD MIDCAP INST | 2016-04-06 | 2017-02-08 | $3,663 | $3,345 | $318 | $318 | |
| 197.298 BAIRD AGGREGATE BOND FUND FD 72 | 2014-10-22 | 2017-02-08 | $2,127 | $2,139 | -$12 | -$12 | |
| 204.917 BLACKROCK STRATEGIC INCOME OPPORTUNITIES PORTFOLIO | 2014-10-30 | 2017-02-08 | $2,023 | $2,098 | -$75 | -$75 | |
| 24. DB X-TRACKERS MSCI JAPAN HDG ETF | 2015-04-30 | 2017-02-08 | $896 | $1,017 | -$121 | -$121 | |
| 33. DEUTSCHE X-TRACKERS MSCI EUR ETF | 2015-04-30 | 2017-02-08 | $843 | $968 | -$125 | -$125 | |
| 85.866 HARDING LOEVNER INTERNATIONAL EQUITY PORTFOLIO | 2017-02-08 | $1,609 | $1,342 | $267 | $267 | ||
| 21. ISHARES CORE US AGGREGATE BOND ETF | 2014-10-22 | 2017-02-08 | $2,283 | $2,321 | -$38 | -$38 | |
| 138. ISHARES MSCI EMERGING MKTS INDEX FUND | 2012-03-21 | 2017-02-08 | $5,201 | $5,970 | -$769 | -$769 | |
| 27. ISHARES TR S&P SMLCP VALU | 2017-02-08 | $3,708 | $2,191 | $1,517 | $1,517 | ||
| 22. ISHARES TR S&P SMLCP GROW | 2017-02-08 | $3,283 | $2,695 | $588 | $588 | ||
| 55. ISHARES EDGE MSCI USA QUALITY FACTOR ETF | 2016-10-03 | 2017-02-08 | $3,864 | $3,697 | $167 | $167 | |
| 69. ISHARES EDGE MSCI USA VALUE FACTOR ETF | 2016-10-03 | 2017-02-08 | $4,949 | $4,492 | $457 | $457 | |
| 130.186 MFS VALUE FUND CLASS I FUND 893 | 2012-03-21 | 2017-02-08 | $4,795 | $3,266 | $1,529 | $1,529 | |
| 56.809 MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND CLASS I | 2013-08-30 | 2017-02-08 | $1,021 | $1,012 | $9 | $9 | |
| 78.578 T ROWE PRICE GROWTH STOCK FUND | 2013-10-07 | 2017-02-08 | $4,451 | $3,677 | $774 | $774 | |
| 285.867 RIDGEWORTH FDS SEIX FLTG RATE NAME CHANGE 7/14/17 | 2016-08-05 | 2017-02-08 | $2,504 | $2,456 | $48 | $48 | |
| 132.964 ROWE T PRICE VALUE FD INC COM | 2013-08-01 | 2017-02-08 | $4,559 | $4,428 | $131 | $131 | |
| 29.594 T ROWE PRICE REAL ESTATE FUND FD 122 | 2012-03-21 | 2017-02-08 | $838 | $604 | $234 | $234 | |
| 2. SECTOR SPDR TR SBI INT-ENERGY | 2016-12-30 | 2017-02-08 | $144 | $151 | -$7 | -$7 | |
| 17. AMEX FINANCIAL SELECT SPDR | 2017-01-31 | 2017-02-08 | $397 | $396 | $1 | $1 | |
| 380.063 TEMPLETON GLOBAL BOND FUND AD FUND | 2012-03-21 | 2017-02-08 | $4,561 | $4,983 | -$422 | -$422 | |
| 88.088 TEMPLETON INSTL FDS INC FOREIGN EQUITY SER | 2015-01-26 | 2017-02-08 | $1,698 | $1,794 | -$96 | -$96 | |
| 12.881 TOUCHSTONE SANDS CAPITAL SELECT GROWTH FD CLASS Y | 2016-12-29 | 2017-02-08 | $188 | $173 | $15 | $15 | |
| 156.961 WELLS FARGO SPECIAL US MID CAP VALUE I | 2016-05-26 | 2017-02-08 | $5,671 | $5,042 | $629 | $629 | |
| 118. WISDOMTREE U.S. QUALITY DIVI ETF | 2016-10-03 | 2017-02-08 | $4,027 | $3,801 | $226 | $226 | |
| 224.084 VANGUARD TOTL BD MKT IDX-ADM | 2014-10-22 | 2017-02-09 | $2,393 | $2,445 | -$52 | -$52 | |
| 6. ISHARES TR S&P SMLCAP 600 | 2016-12-30 | 2017-03-31 | $415 | $413 | $2 | $2 | |
| 59. SECTOR SPDR TR SBI INT-ENERGY | 2016-12-30 | 2017-03-31 | $4,120 | $4,462 | -$342 | -$342 | |
| 914.325 T ROWE PRICE REAL ESTATE FUND FD 122 | 2017-04-27 | $25,747 | $18,646 | $7,101 | $7,101 | ||
| 26. ISHARES TR S&P MIDCAP 400 | 2017-03-31 | 2017-04-28 | $4,498 | $4,463 | $35 | $35 | |
| 63. ISHARES TR S&P SMLCAP 600 | 2017-05-31 | $4,282 | $4,333 | -$51 | -$51 | ||
| CAPITAL GAIN DIVIDENDS | $12,282 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $40,799 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $64,750 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,306,621 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049555 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $65,737 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,383,319 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047521 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $55,662 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,345,937 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.041356 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $34,391 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,263,609 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.027216 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $21,241 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,178,738 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.01802 | DistributionYr5Rt |
| Total Distribution | 0.183668 | TotalDistributionRt |
| Average Distribution | 0.036734 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,324,179 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $48,642 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $619 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $49,261 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $65,114 | 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 | $619 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $619 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $619 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $432 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $0 | AppliedToEsTaxAmt |
| Total Payments And Credits | $432 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $187 | 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 | $9,020 | 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 | $1,344,344 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,344,344 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,344,344 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $20,165 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,324,179 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $66,209 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $66,209 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $619 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $619 | TotalTaxAmt |
| Distributable Before Adj | $65,590 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $65,590 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $65,590 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $65,114 | 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 | $65,114 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $619 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $64,495 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $65,590 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $60,386 | 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 | $65,114 | QualifyingDistributionsAmt |
| Applied To Year1 | $60,386 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,728 | 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 | $60,862 | 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)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY INC | |||||||
| PO BOX 720366 | OKLAHOMA CITY | OK | 73162 | NONE | PC | GENERAL SUPPORT | $15,151 |
| AMERICAN HEART ASSOCIATION | |||||||
| PO BOX 22249 | ST PETERSBURG | FL | 337422249 | NONE | PC | GENERAL SUPPORT | $15,151 |
| THE INDIANAPOLIS FOUNDATION | |||||||
| 615 N ALABAMA ST STE 119 | INDIANAPOLIS | IN | 462041431 | NONE | PC | GENERAL SUPPORT | $15,151 |
| JEWISH NATIONAL FOUNDATION | |||||||
| 42 E 69TH ST | NEW YORK | NY | 100215093 | NONE | PC | GENERAL SUPPORT | $15,151 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $60,604 | 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 | $25,743 | 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 | $40,799 | 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 | $377 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $66,919 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $66,919 | 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 | $613,165 | $606,426 |
| MUTUAL FUNDS - EQUITY | AT COST | $574,731 | $686,370 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER EQUITY ASSETS | Desc |
| BOY Book Value | $1 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
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 | $377 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DIVIDENDS TAXED IN PRIOR YEAR | $531 |
| ROUNDING ADJ FOR SALES AND TRANSACTIONS | $4 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL ESTIMATES - PRINCIPAL | $216 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $99 | $99 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $24 | $24 | $0 |
Comments