NORRIS & MARY JANE MCPHERSON MEMORIAL FUND: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- NORRIS & MARY JANE MCPHERSON MEMORIAL FUND (EIN 61-6202889)
- Tax period
- 2014-09-01 to 2015-08-31
- Filed
- 2016-01-15
- IRS object ID
- 201620159349100102
- Schema version
- 2014v6.0
- 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 | 2016-01-15T09:00:16-06:00 | ReturnTs |
| Tax Period End | 2015-08-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 616202889 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARY JANE MCPHERSON IRR TR UA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MCPH | BusinessNameControlTxt |
| Phone | 2162574714 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 609 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152309738 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PNC BANK N A BY | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 2162574714 | PhoneNum |
| Signature | 2016-01-15 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,796,992 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $46,966 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $46,966 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $64,570 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $487,552 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $64,570 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $111,536 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $111,536 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $16,657 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $8,329 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $8,329 | 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 | $3,053 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $53 | 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 |
| Other Expenses Rev And Expnss | $25 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $25 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $19,735 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,382 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,354 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $82,056 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $82,056 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $101,791 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,382 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $90,410 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $9,745 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $103,154 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $108,688 | SavAndTempCashInvstBOYAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock EOY | $1,049,030 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,302,125 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $494,842 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $494,867 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,424,960 | OtherInvestmentsBOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,533,648 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,543,872 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,796,992 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,533,648 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,543,872 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,533,648 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,543,872 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,533,648 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,543,872 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,533,648 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $9,745 | ExcessRevenueOverExpensesAmt |
| Other Increases | $479 | OtherIncreasesAmt |
| Subtotal | $1,543,872 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,543,872 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (76 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 150. MICROSOFT CORP | 2014-09-02 | $6,733 | $5,823 | $910 | $910 | ||
| 50. WISCONSIN ENERGY CORP | 2014-09-02 | $2,243 | $1,721 | $522 | $522 | 2012-02-17 | |
| 150. DELTA AIR LINES INC | 2014-09-15 | $5,950 | $3,167 | $2,783 | $2,783 | 2013-08-09 | |
| 200. SUNTRUST BANKS INC COM | 2014-09-15 | $7,820 | $7,444 | $376 | $376 | 2014-02-26 | |
| 100. UNITED TECHNOLOGIES CORP COM | 2014-09-15 | $10,800 | $8,392 | $2,408 | $2,408 | 2012-02-17 | |
| 150. CROWN HOLDINGS INC | 2014-09-23 | $6,943 | $7,475 | -$532 | -$532 | 2014-06-12 | |
| 150. CBS CORP CLASS B WI | 2014-09-29 | $8,121 | $7,587 | $534 | $534 | 2013-05-24 | |
| 250. ORACLE CORP | 2014-10-02 | $9,547 | $3,200 | $6,347 | $6,347 | 2005-12-12 | |
| 100. ORACLE CORP | 2014-10-02 | $3,819 | $3,492 | $327 | $327 | ||
| 200. COCA COLA ENTERPRISES | 2014-10-16 | $7,890 | $9,558 | -$1,668 | -$1,668 | 2014-03-06 | |
| 50. EOG RES INC | 2014-10-16 | $4,487 | $5,044 | -$557 | -$557 | 2014-04-15 | |
| 150. MANPOWER GROUP INC | 2014-10-16 | $8,830 | $12,074 | -$3,244 | -$3,244 | ||
| . DELL COMPUTER CORP NAME CHG 7/22/03 SEE 24702R101 | 2014-10-30 | $65 | $65 | $65 | 2000-12-31 | ||
| 100. HELMERICH & PAYNE INC COM | 2014-11-18 | $7,743 | $6,245 | $1,498 | $1,498 | 2013-05-24 | |
| 50. AETNA INC NEW | 2014-12-18 | $4,465 | $3,219 | $1,246 | $1,246 | 2013-08-09 | |
| 50. COMCAST CORPORATION CL A | 2014-12-18 | $2,817 | $2,723 | $94 | $94 | 2014-07-23 | |
| 50. FOOT LOCKER INC | 2014-12-18 | $2,867 | $2,226 | $641 | $641 | 2014-04-15 | |
| 50. GENERAL ELEC CO COM | 2014-12-18 | $1,247 | $1,068 | $179 | $179 | 2012-11-05 | |
| 50. KROGER CO | 2014-12-18 | $3,162 | $2,273 | $889 | $889 | 2014-05-07 | |
| 50. MAGNA INTERNATIONAL ISIN CA5592224011 | 2014-12-18 | $5,292 | $4,045 | $1,247 | $1,247 | 2014-01-03 | |
| 200. QUANTA SVCS INC | 2014-12-18 | $5,432 | $7,342 | -$1,910 | -$1,910 | 2014-03-26 | |
| 50. REGIONS FINANCIAL CORP | 2014-12-18 | $519 | $498 | $21 | $21 | 2013-08-09 | |
| 50. ST JUDE MEDICAL INC | 2014-12-18 | $3,326 | $3,396 | -$70 | -$70 | 2014-02-26 | |
| 50. NXP SEMICONDUCTORS ISIN NL0009538784 SEDOL B505PN7 | 2014-12-18 | $3,867 | $2,118 | $1,749 | $1,749 | 2013-12-03 | |
| 50. CISCO SYS INC COM | 2015-01-26 | $1,397 | $1,353 | $44 | $44 | 2006-12-12 | |
| 50. CONOCOPHILLIPS | 2015-01-26 | $3,262 | $3,984 | -$722 | -$722 | 2014-08-19 | |
| 50. DISCOVER FINANCIAL W/I | 2015-01-26 | $2,827 | $3,180 | -$353 | -$353 | 2014-10-02 | |
| 150. DISCOVER FINANCIAL W/I | 2015-01-26 | $8,481 | $6,051 | $2,430 | $2,430 | 2012-11-05 | |
| 50. GENERAL ELEC CO COM | 2015-01-26 | $1,226 | $1,068 | $158 | $158 | 2012-11-05 | |
| 50. MICROSOFT CORP | 2015-01-26 | $2,329 | $1,289 | $1,040 | $1,040 | 2004-05-20 | |
| 50. PRINCIPAL FINANCIAL GROUP COM | 2015-01-26 | $2,448 | $2,602 | -$154 | -$154 | 2014-08-19 | |
| 600. REGIONS FINANCIAL CORP | 2015-01-26 | $5,442 | $5,970 | -$528 | -$528 | 2013-08-09 | |
| 50. SOUTHWEST AIRLINES COM | 2015-01-26 | $2,278 | $1,329 | $949 | $949 | 2014-06-12 | |
| 100. AMERICAN EXPRESS CO | 2015-03-30 | $7,827 | $5,287 | $2,540 | $2,540 | 2012-02-17 | |
| 6297.229 BLACKROCK FDS HIGH YIELD BD PORTFOLIO | 2015-03-30 | $50,000 | $47,670 | $2,330 | $2,330 | 2010-11-24 | |
| 50. BOEING CO | 2015-03-30 | $7,598 | $3,518 | $4,080 | $4,080 | 2012-11-05 | |
| 100. EOG RES INC | 2015-03-30 | $9,126 | $7,935 | $1,191 | $1,191 | 2013-08-09 | |
| 100. EASTMAN CHEM CO | 2015-03-30 | $6,993 | $8,952 | -$1,959 | -$1,959 | 2014-06-05 | |
| 250. GENERAL ELEC CO COM | 2015-03-30 | $6,262 | $5,127 | $1,135 | $1,135 | ||
| 150. GILEAD SCIENCES INC COM | 2015-03-30 | $15,070 | $12,279 | $2,791 | $2,791 | 2014-05-27 | |
| 200. MICRON TECHNOLOGY INC | 2015-03-30 | $5,312 | $6,754 | -$1,442 | -$1,442 | 2014-10-02 | |
| 50. UNITED RENTALS INC COM | 2015-03-30 | $4,549 | $5,870 | -$1,321 | -$1,321 | 2014-09-15 | |
| 50. VISA INC CLASS A SHARES | 2015-03-30 | $3,293 | $1,964 | $1,329 | $1,329 | 2013-02-20 | |
| 50. LYONDELLBASELL INDUSTRIES N.V. ISIN NL0009434992 SEDOL B3SPXZ3 | 2015-03-30 | $4,398 | $5,630 | -$1,232 | -$1,232 | 2014-09-23 | |
| 50. PACKAGING CORP OF AMERICA COM | 2015-05-05 | $3,387 | $3,952 | -$565 | -$565 | 2015-03-30 | |
| 150. PACKAGING CORP OF AMERICA COM | 2015-05-05 | $10,161 | $10,529 | -$368 | -$368 | 2014-03-26 | |
| 150. PROCTER & GAMBLE CO | 2015-05-05 | $11,977 | $8,558 | $3,419 | $3,419 | 2005-12-12 | |
| 50. PROCTER & GAMBLE CO | 2015-05-05 | $3,992 | $4,132 | -$140 | -$140 | 2015-03-30 | |
| 150. ROYAL CARRIBEAN CRUISES LTD SEDOL 2754907 ISIN LR0008862868 | 2015-05-05 | $10,044 | $9,582 | $462 | $462 | 2014-08-19 | |
| 200. DELTA AIR LINES INC | 2015-06-02 | $8,632 | $4,222 | $4,410 | $4,410 | 2013-08-09 | |
| 50. QUALCOMM | 2015-06-02 | $3,469 | $3,430 | $39 | $39 | 2015-03-30 | |
| 150. QUALCOMM | 2015-06-02 | $10,406 | $6,781 | $3,625 | $3,625 | 2005-12-12 | |
| 100. ACE LIMITED ISIN CH0044328745 SEDOL B3BQMF6 | 2015-06-02 | $10,605 | $9,975 | $630 | $630 | 2014-04-15 | |
| 50. DISNEY WALT CO | 2015-08-06 | $5,512 | $5,332 | $180 | $180 | 2015-03-30 | |
| 50. HANESBRANDS INC - W/I | 2015-08-06 | $1,443 | $1,700 | -$257 | -$257 | 2015-03-30 | |
| 400. HANESBRANDS INC - W/I | 2015-08-06 | $11,544 | $7,610 | $3,934 | $3,934 | 2014-03-26 | |
| 50. L BRANDS INC | 2015-08-06 | $4,221 | $4,711 | -$490 | -$490 | 2015-03-30 | |
| 50. MCKESSON HBOC INC COMMN | 2015-08-06 | $11,165 | $11,461 | -$296 | -$296 | 2015-03-30 | |
| 50. POLARIS INDS INC | 2015-08-06 | $6,847 | $4,129 | $2,718 | $2,718 | 2012-05-03 | |
| 150. SKYWORKS SOLUTIONS INC COM | 2015-08-06 | $13,467 | $5,619 | $7,848 | $7,848 | 2014-03-26 | |
| 250. SOUTHWEST AIRLINES COM | 2015-08-06 | $9,490 | $6,645 | $2,845 | $2,845 | 2014-06-12 | |
| 50. 3M COMPANY COM | 2015-08-06 | $7,543 | $8,312 | -$769 | -$769 | 2015-03-30 | |
| 100. UNION PAC CORP COM | 2015-08-06 | $9,515 | $1,885 | $7,630 | $7,630 | 2005-12-12 | |
| 50. NXP SEMICONDUCTORS ISIN NL0009538784 SEDOL B505PN7 | 2015-08-06 | $4,872 | $2,118 | $2,754 | $2,754 | 2013-12-03 | |
| 50. AETNA INC NEW | 2015-08-27 | $5,802 | $5,410 | $392 | $392 | 2015-03-30 | |
| 200. ALLSTATE CORP | 2015-08-27 | $11,514 | $12,570 | -$1,056 | -$1,056 | ||
| 50. ALTRIA GROUP INC | 2015-08-27 | $2,676 | $2,532 | $144 | $144 | 2015-03-30 | |
| 50. BECTON DICKINSON & CO | 2015-08-27 | $7,051 | $5,020 | $2,031 | $2,031 | 2013-05-24 | |
| 50. CIGNA CORP | 2015-08-27 | $6,922 | $4,833 | $2,089 | $2,089 | 2014-07-23 | |
| 50. CVS CAREMARK CORP | 2015-08-27 | $5,215 | $5,185 | $30 | $30 | 2015-03-30 | |
| 50. CONOCOPHILLIPS | 2015-08-27 | $2,251 | $3,195 | -$944 | -$944 | 2015-03-30 | |
| 150. CONOCOPHILLIPS | 2015-08-27 | $6,754 | $9,972 | -$3,218 | -$3,218 | 2013-08-29 | |
| 50. GENERAL ELEC CO COM | 2015-08-27 | $1,223 | $961 | $262 | $262 | 2012-02-17 | |
| 50. KROGER CO | 2015-08-27 | $1,761 | $1,931 | -$170 | -$170 | 2015-03-30 | |
| 50. WELLS FARGO & CO NEW COM | 2015-08-27 | $2,653 | $2,748 | -$95 | -$95 | 2015-03-30 | |
| CAPITAL GAIN DIVIDENDS | $1,335 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $64,570 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $79,948 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,799,836 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04442 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $68,959 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,640,611 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.042033 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $53,102 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,505,394 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.035274 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $51,985 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,504,940 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.034543 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $47,279 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,308,290 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.036138 | DistributionYr5Rt |
| Total Distribution | 0.192408 | TotalDistributionRt |
| Average Distribution | 0.038482 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,882,225 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $72,432 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,032 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $73,464 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $90,410 | 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 | $1,032 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,032 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,032 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,319 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $0 | AppliedToEsTaxAmt |
| Total Payments And Credits | $10,319 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $9,287 | OverpaymentAmt |
| Applied To ES Tax | $516 | AppliedToESTaxAmt |
| Refund | $8,771 | 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 | KY | 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 | 2162574714 | 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 | 152309738 | 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 | PO BOX 94651 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441014651 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 2 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $16,657 | 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 | $1,910,888 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,910,888 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,910,888 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $28,663 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,882,225 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $94,111 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $94,111 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,032 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,032 | TotalTaxAmt |
| Distributable Before Adj | $93,079 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $93,079 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $93,079 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $90,410 | 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 | $90,410 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,032 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $89,378 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $93,079 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $82,054 | 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 | $90,410 | QualifyingDistributionsAmt |
| Applied To Year1 | $82,054 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $8,356 | 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 | $84,723 | 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 | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| DOUGLASS BLVD CHRISTIAN CHURCH | ||||||||
| 2005 DOUGLASS BLVD | LOUISVILLE | KY | 402051927 | N/A | CHURCH | GENERAL SUPPORT | $20,514 | |
| MASONIC HOMES OF KY | ||||||||
| 3761 JOHNSON HALL DR | MASONIC HOME | KY | 400419002 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $20,514 | ATTN TODD L LACY |
| EASTERN STAR HOME IN KENTUCKY | ||||||||
| 923 EASTERN STAR COURT | LOUISVILLE | KY | 402042397 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $20,514 | |
| BUFFALO BAPTIST CHURCH | ||||||||
| P O BOX 40 | BUFFALO | KY | 427160040 | N/A | CHURCH | GENERAL SUPPORT | $20,514 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $82,056 | 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 | $46,966 | 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 | $64,570 | 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 | $111,536 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $111,536 | 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 Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER NON-ALLOCABLE EXPENSE - | Desc |
| Revenue And Expenses Per Books | $25 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $25 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING ADJUSTMENT | Desc |
| Amt | $479 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $53 | $53 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $3,000 | $0 | $0 |
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