MEYER S EFROYMSON TR: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- MEYER S EFROYMSON TR (EIN 35-6323787)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2016-08-01
- IRS object ID
- 201632149349100418
- Schema version
- 2015v2.0
- 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 Decreases Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-08-01T13:00:19-05:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | 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 | 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 | 4127628133 | PhoneNum |
| Signature | 2016-07-28 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,312,420 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $28,015 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $28,015 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $19,568 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $327,919 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $19,568 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $2,514 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $50,097 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $47,583 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $9,027 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $4,514 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $4,513 | 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 | $1,148 | 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 | $10,175 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,514 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,513 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $60,668 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $60,668 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $70,843 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,514 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $65,181 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$20,746 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $43,069 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $52,617 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $48,244 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $48,244 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $1,232,525 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,216,150 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,264,175 | OtherInvestmentsEOYFMVAmt |
| Other Assets EOY | $1 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,285,142 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,264,395 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,312,420 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,277,242 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,256,925 | CapitalStockEOYAmt |
| Retained Earning BOY | $7,900 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,470 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,285,142 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,264,395 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,285,142 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,264,395 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,285,142 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$20,746 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,264,396 | SubtotalAmt |
| Other Decreases | $1 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,264,395 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (50 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 4. SECTOR SPDR TR SBI CYCL TRANS | 2015-03-31 | 2015-07-31 | $321 | $304 | $17 | $17 | |
| 314. SECTOR SPDR TR SBI INT-TECH | 2015-03-31 | 2015-07-31 | $13,383 | $13,117 | $266 | $266 | |
| 116. ISHARES TR S&P SMLCAP 600 | 2015-07-31 | 2015-08-31 | $12,852 | $13,608 | -$756 | -$756 | |
| 183. HEALTH CARE SELECT SECTOR ETF LARGE CAP | 2014-08-29 | 2015-09-30 | $12,047 | $11,675 | $372 | $372 | |
| 268. SECTOR SPDR TR SBI CONS STPLS | 2015-08-31 | 2015-09-30 | $12,604 | $12,688 | -$84 | -$84 | |
| 509. SECTOR SPDR TR SBI CYCL TRANS | 2015-10-28 | $40,753 | $37,907 | $2,846 | $2,846 | ||
| 195. SPDR TR UNIT SER 1 | 2015-10-28 | 2015-11-30 | $40,775 | $40,497 | $278 | $278 | |
| 427.24 BAIRD AGGREGATE BOND FUND FD 72 | 2014-10-22 | 2016-01-11 | $4,559 | $4,631 | -$72 | -$72 | |
| 155.196 BLACKROCK STRATEGIC INCOME OPPORTUNITIES PORTFOLIO | 2014-10-30 | 2016-01-11 | $1,512 | $1,589 | -$77 | -$77 | |
| 48.733 EATON VANCE FLOATING RATE FUND CLASS I | 2012-11-01 | 2016-01-11 | $409 | $443 | -$34 | -$34 | |
| 47. ISHARES CORE US AGGREGATE BOND ETF | 2014-10-22 | 2016-01-11 | $5,099 | $5,194 | -$95 | -$95 | |
| 3. ISHARES MSCI EAFE SMALL CAP ETF | 2015-11-30 | 2016-01-11 | $141 | $152 | -$11 | -$11 | |
| 17.831 T ROWE PRICE GROWTH STOCK FUND | 2013-10-07 | 2016-01-11 | $886 | $834 | $52 | $52 | |
| 527.552 VANGUARD TOTL BD MKT IDX-ADM | 2014-10-22 | 2016-01-12 | $5,655 | $5,756 | -$101 | -$101 | |
| 180. ISHARES MSCI EAFE SMALL CAP ETF | 2015-11-30 | 2016-01-29 | $8,374 | $9,092 | -$718 | -$718 | |
| 145. SPDR S&P INTERNATIONAL SMALL CAP | 2015-11-30 | 2016-01-29 | $3,800 | $4,229 | -$429 | -$429 | |
| 6. SECTOR SPDR TR SBI INT-TECH | 2015-11-30 | 2016-01-29 | $244 | $264 | -$20 | -$20 | |
| 16.795 ARTISAN INTERNATIONAL FD-ADV | 2016-01-11 | 2016-02-24 | $439 | $448 | -$9 | -$9 | |
| 513.716 BAIRD AGGREGATE BOND FUND FD 72 | 2014-10-22 | 2016-02-24 | $5,538 | $5,569 | -$31 | -$31 | |
| 168.601 BLACKROCK STRATEGIC INCOME OPPORTUNITIES PORTFOLIO | 2014-10-30 | 2016-02-24 | $1,620 | $1,726 | -$106 | -$106 | |
| 10. DEUTSCHE X-TRACKERS MSCI EUR ETF | 2015-04-30 | 2016-02-24 | $236 | $293 | -$57 | -$57 | |
| 143.292 EATON VANCE FLOATING RATE FUND CLASS I | 2012-11-01 | 2016-02-24 | $1,176 | $1,304 | -$128 | -$128 | |
| 11.477 GOLDMAN SACHS MID CAP VALUE FD CL I | 2013-05-30 | 2016-02-24 | $348 | $532 | -$184 | -$184 | |
| 3.624 GOLDMAN SACHS GRTH OPPOR INSTIT CLASS | 2014-12-31 | 2016-02-24 | $77 | $101 | -$24 | -$24 | |
| 29.149 HARDING LOEVNER INTERNATIONAL EQUITY PORTFOLIO | 2016-01-11 | 2016-02-24 | $463 | $465 | -$2 | -$2 | |
| 67. ISHARES CORE US AGGREGATE BOND ETF | 2014-10-22 | 2016-02-24 | $7,363 | $7,404 | -$41 | -$41 | |
| 52. ISHARES MSCI EMERGING MKTS INDEX FUND | 2012-03-21 | 2016-02-24 | $1,569 | $2,250 | -$681 | -$681 | |
| 4. ISHARES TR S&P SMLCP VALU | 2016-01-11 | 2016-02-24 | $408 | $399 | $9 | $9 | |
| 3. ISHARES TR S&P SMLCP VALU | 2015-02-05 | 2016-02-24 | $306 | $348 | -$42 | -$42 | |
| 4. ISHARES TR S&P SMLCP GROW | 2014-12-31 | 2016-02-24 | $460 | $495 | -$35 | -$35 | |
| 125.736 MFS VALUE FUND CLASS I FUND 893 | 2016-01-11 | 2016-02-24 | $3,975 | $3,914 | $61 | $61 | |
| 25.246 MFS VALUE FUND CLASS I FUND 893 | 2016-02-24 | $798 | $701 | $97 | $97 | ||
| 169. MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND CLASS I | 2013-08-30 | 2016-02-24 | $2,822 | $3,010 | -$188 | -$188 | |
| 122.645 ROWE T PRICE VALUE FD INC COM | 2016-02-24 | $3,611 | $4,112 | -$501 | -$501 | ||
| 8.574 T ROWE PRICE REAL ESTATE FUND FD 122 | 2016-01-11 | 2016-02-24 | $224 | $228 | -$4 | -$4 | |
| 14.508 T ROWE PRICE REAL ESTATE FUND FD 122 | 2012-03-21 | 2016-02-24 | $378 | $296 | $82 | $82 | |
| 13. SECTOR SPDR TR SBI CONS STPLS | 2016-01-29 | 2016-02-24 | $663 | $658 | $5 | $5 | |
| 10. SECTOR SPDR TR SBI INT-TECH | 2015-11-30 | 2016-02-24 | $407 | $440 | -$33 | -$33 | |
| 99.684 TEMPLETON GLOBAL BOND FUND AD FUND | 2012-03-21 | 2016-02-24 | $1,090 | $1,307 | -$217 | -$217 | |
| .219 TEMPLETON INSTL FDS INC FOREIGN EQUITY SER | 2015-01-26 | 2016-02-24 | $4 | $4 | |||
| 681.925 VANGUARD TOTL BD MKT IDX-ADM | 2014-10-22 | 2016-02-25 | $7,392 | $7,440 | -$48 | -$48 | |
| 173. SECTOR SPDR TR SBI CYCL TRANS | 2016-02-29 | $12,990 | $13,998 | -$1,008 | -$1,008 | ||
| 291. SECTOR SPDR TR SBI INT-TECH | 2016-02-29 | $12,043 | $12,810 | -$767 | -$767 | ||
| 168.639 GOLDMAN SACHS GRTH OPPOR INSTIT CLASS | 2016-01-11 | 2016-04-06 | $3,934 | $3,675 | $259 | $259 | |
| 995.543 GOLDMAN SACHS GRTH OPPOR INSTIT CLASS | 2016-04-06 | $23,226 | $25,695 | -$2,469 | -$2,469 | ||
| 119. SECTOR SPDR TR SBI CONS STPLS | 2016-02-29 | 2016-04-29 | $6,205 | $6,105 | $100 | $100 | |
| 127. SECTOR SPDR TR SHS BEN INT-UTILITIES | 2016-02-29 | 2016-04-29 | $6,095 | $5,917 | $178 | $178 | |
| 650.531 GOLDMAN SACHS MID CAP VALUE FD CL I | 2016-05-26 | $22,261 | $29,606 | -$7,345 | -$7,345 | ||
| 166.364 GOLDMAN SACHS MID CAP VALUE FD CL I | 2016-01-11 | 2016-05-26 | $5,693 | $5,121 | $572 | $572 | |
| CAPITAL GAIN DIVIDENDS | $30,691 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $19,568 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $65,737 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,383,319 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047521 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $55,662 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,345,937 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.041356 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $34,391 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,263,609 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.027216 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $21,241 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,178,738 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.01802 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $23,299 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,143,284 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.020379 | DistributionYr5Rt |
| Total Distribution | 0.154492 | TotalDistributionRt |
| Average Distribution | 0.030898 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,306,621 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $40,372 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $431 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $40,803 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $65,181 | 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 | $431 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $431 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $431 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,024 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $0 | AppliedToEsTaxAmt |
| Total Payments And Credits | $1,024 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $593 | OverpaymentAmt |
| Applied To ES Tax | $216 | AppliedToESTaxAmt |
| Refund | $377 | 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 | 620 LIBERTY AVENEU | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152222705 | 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 | 620 LIBERTY AVENUE | 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 | 2 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $9,027 | 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 | $1,326,519 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,326,519 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,326,519 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $19,898 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,306,621 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $65,331 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $65,331 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $431 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $431 | TotalTaxAmt |
| Distributable Before Adj | $64,900 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $64,900 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $64,900 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $65,181 | 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 | $65,181 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $431 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $64,750 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $64,900 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $60,667 | UndistributedIncomePYAmt |
| Prior Year1 | 2013 | 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 | $65,181 | QualifyingDistributionsAmt |
| Applied To Year1 | $60,667 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,514 | 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 | $60,386 | 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 | $15,167 |
| AMERICAN HEART ASSOCIATION | |||||||
| PO BOX 22249 | ST PETERSBURG | FL | 337422249 | NONE | PC | GENERAL SUPPORT | $15,167 |
| THE INDIANAPOLIS FOUNDATION | |||||||
| 615 N ALABAMA ST STE 119 | INDIANAPOLIS | IN | 462041431 | NONE | PC | GENERAL SUPPORT | $15,167 |
| JEWISH NATIONAL FOUNDATION | |||||||
| 42 E 69TH ST | NEW YORK | NY | 100215093 | NONE | PC | GENERAL SUPPORT | $15,167 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $60,668 | 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 | $28,015 | 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 | $19,568 | 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 | $2,514 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $50,097 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $50,097 | 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 | $602,383 | $595,087 |
| MUTUAL FUNDS - EQUITY | AT COST | $613,767 | $669,088 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER EQUITY ASSETS | Desc |
| EOY Book Value | $1 | EOYBookValueAmt |
| EOYFMV | $1 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING ADJ FOR SALES AND TRANSACTIONS | Desc |
| Amt | $1 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND FROM PRIOR YEAR | Desc |
| Revenue And Expenses Per Books | $2,514 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $124 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $1,024 | $0 | $0 |
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