MEYER S EFROYMSON TR: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- MEYER S EFROYMSON TR (EIN 35-6323787)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2015-09-18
- IRS object ID
- 201542619349100404
- Schema version
- 2014v5.0
- 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 | 2015-09-18T09:00:46-05:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | 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 | PNC BANK NA 620 LIBERTY AVENUE 10 | 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 | 2015-09-14 | 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 | $1,372,213 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $34,721 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $34,721 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $74,640 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $798,671 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $74,640 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $109,361 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $109,361 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $13,722 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $6,861 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $6,861 | 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 | $504 | 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 | $14,226 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,915 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,861 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $59,900 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $59,900 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $74,126 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,915 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $66,761 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $35,235 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $102,446 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $46,541 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $52,617 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $52,617 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $1,205,563 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,232,525 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,319,596 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,252,104 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,285,142 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,372,213 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,244,695 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,277,242 | CapitalStockEOYAmt |
| Retained Earning BOY | $7,409 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,900 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,252,104 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,285,142 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,252,104 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,285,142 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,252,104 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $35,235 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,287,339 | SubtotalAmt |
| Other Decreases | $2,197 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,285,142 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (60 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 130. ISHARES TR S&P SMLCAP 600 | 2014-07-03 | $14,518 | $13,508 | $1,010 | $1,010 | ||
| 240. HEALTH CARE SELECT SECTOR ETF LARGE CAP | 2014-07-03 | $14,618 | $14,374 | $244 | $244 | 2014-02-28 | |
| 7. INDUSTRIAL SELECT SECTOR SPDR ETF LARGE CAP | 2014-07-03 | $379 | $371 | $8 | $8 | 2014-04-30 | |
| 190. ISHARES MSCI EAFE SMALL CAP ETF | 2014-07-31 | $9,738 | $10,062 | -$324 | -$324 | 2014-06-30 | |
| 129. SPDR S&P INTERNATIONAL SMALL CAP | 2014-07-31 | $4,459 | $4,554 | -$95 | -$95 | 2014-06-30 | |
| 266. INDUSTRIAL SELECT SECTOR SPDR ETF LARGE CAP | 2014-07-31 | $13,853 | $14,087 | -$234 | -$234 | 2014-04-30 | |
| 18. SECTOR SPDR TR SBI BASIC INDS | 2014-08-29 | $909 | $893 | $16 | $16 | 2014-06-30 | |
| 144. SECTOR SPDR TR SBI INT-ENERGY | 2014-08-29 | $14,147 | $14,024 | $123 | $123 | 2014-07-31 | |
| 10623.415 DODGE & COX INCOME FUND | 2014-10-22 | $147,984 | $136,181 | $11,803 | $11,803 | ||
| 14544.724 PIMCO FDS PAC INVT MGMT SER TOTAL RETURN FD INSTL CL | 2014-10-22 | $159,119 | $157,731 | $1,388 | $1,388 | ||
| 12822.126 PNC TOTAL RETURN ADVANTAGE FUND CLASS I | 2014-10-22 | $140,915 | $133,912 | $7,003 | $7,003 | ||
| 2890.661 PIMCO UNCONSTRAINED BOND FUND INSTITUTIONAL CLASS | 2014-10-22 | $32,462 | $32,632 | -$170 | -$170 | ||
| 1828.688 BAIRD AGGREGATE BOND FUND FD 72 | 2014-10-30 | $19,713 | $19,823 | -$110 | -$110 | 2014-10-22 | |
| 1323.394 EATON VANCE FLOATING RATE FUND CLASS I | 2014-10-30 | $11,911 | $12,088 | -$177 | -$177 | ||
| 284. SECTOR SPDR TR SBI BASIC INDS | 2014-12-01 | $13,797 | $14,096 | -$299 | -$299 | 2014-06-30 | |
| 12. HEALTH CARE SELECT SECTOR ETF LARGE CAP | 2014-12-01 | $835 | $766 | $69 | $69 | 2014-08-29 | |
| 17. SECTOR SPDR TR SBI INT-TECH | 2014-12-01 | $715 | $676 | $39 | $39 | ||
| 38.121 ARTISAN FDS INC INTERNATIONAL | 2014-12-31 | $1,142 | $870 | $272 | $272 | 2012-03-21 | |
| 28.239 DODGE & COX INTERNATIONAL STOCK FUND | 2014-12-31 | $1,189 | $933 | $256 | $256 | 2012-03-21 | |
| 14. ISHARES TR S&P SMLCP VALU | 2014-12-31 | $1,664 | $1,103 | $561 | $561 | 2012-03-21 | |
| 276.432 MFS VALUE FUND CLASS I | 2014-12-31 | $9,706 | $6,936 | $2,770 | $2,770 | 2012-03-21 | |
| 14.882 MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND CLASS I | 2014-12-31 | $290 | $265 | $25 | $25 | 2013-08-30 | |
| 86.981 T ROWE PRICE GROWTH STOCK FUND | 2014-12-31 | $4,519 | $4,071 | $448 | $448 | 2013-10-07 | |
| 14.56 ROWE T PRICE VALUE FD INC COM | 2014-12-31 | $505 | $485 | $20 | $20 | 2013-08-01 | |
| 124.344 T ROWE PRICE REAL ESTATE FUND FD 122 | 2014-12-31 | $3,340 | $2,537 | $803 | $803 | 2012-03-21 | |
| 20. HEALTH CARE SELECT SECTOR ETF LARGE CAP | 2014-12-31 | $1,383 | $1,276 | $107 | $107 | 2014-08-29 | |
| 33. SECTOR SPDR TR SBI INT-TECH | 2014-12-31 | $1,373 | $1,293 | $80 | $80 | 2014-07-31 | |
| 47. SECTOR SPDR TR SHS BEN INT-UTILITIES | 2014-12-31 | $2,242 | $2,178 | $64 | $64 | 2014-12-01 | |
| 407.498 TOUCHSTONE SANDS CAPITAL SELECT GROWTH FD CLASS Y | 2014-12-31 | $7,514 | $5,212 | $2,302 | $2,302 | 2012-03-21 | |
| 658.386 DODGE & COX INTERNATIONAL STOCK FUND | 2015-01-26 | $28,304 | $21,596 | $6,708 | $6,708 | ||
| 3. HEALTH CARE SELECT SECTOR ETF LARGE CAP | 2015-01-30 | $210 | $191 | $19 | $19 | 2014-08-29 | |
| 320. SECTOR SPDR TR SBI INT-TECH | 2015-01-30 | $12,877 | $12,539 | $338 | $338 | 2014-07-31 | |
| 7. SECTOR SPDR TR SHS BEN INT-UTILITIES | 2015-01-30 | $342 | $324 | $18 | $18 | 2014-12-01 | |
| 42.032 AMERICAN BEACON L/C VALU IS | 2015-02-05 | $800 | $773 | $27 | $27 | 2014-12-31 | |
| 35.051 ARTISAN FDS INC INTERNATIONAL | 2015-02-05 | $1,082 | $800 | $282 | $282 | 2012-03-21 | |
| 405.095 BAIRD AGGREGATE BOND FUND FD 72 | 2015-02-05 | $4,448 | $4,391 | $57 | $57 | 2014-10-22 | |
| 170.097 BLACKROCK STRATEGIC INCOME OPPORTUNITIES PORTFOLIO | 2015-02-05 | $1,732 | $1,742 | -$10 | -$10 | 2014-10-30 | |
| 155.354 EATON VANCE FLOATING RATE FUND CLASS I | 2015-02-05 | $1,384 | $1,414 | -$30 | -$30 | 2012-11-01 | |
| 4.675 GOLDMAN SACHS MID CAP VALUE FD CL I | 2015-02-05 | $195 | $217 | -$22 | -$22 | 2013-05-30 | |
| 35.472 HARDING LOEVNER INTERNATIONAL EQUITY PORTFOLIO | 2015-02-05 | $651 | $544 | $107 | $107 | 2012-11-01 | |
| 11.928 HARDING LOEVNER INTERNATIONAL EQUITY PORTFOLIO | 2015-02-05 | $219 | $209 | $10 | $10 | 2014-12-31 | |
| 49. ISHARES CORE US AGGREGATE BOND ETF | 2015-02-05 | $5,471 | $5,415 | $56 | $56 | 2014-10-22 | |
| 31. ISHARES MSCI EMERGING MKTS INDEX FUND | 2015-02-05 | $1,246 | $1,341 | -$95 | -$95 | 2012-03-21 | |
| 4. ISHARES TR S&P SMLCP GROW | 2015-02-05 | $496 | $495 | $1 | $1 | 2014-12-31 | |
| 71.886 MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND CLASS I | 2015-02-05 | $1,446 | $1,280 | $166 | $166 | 2013-08-30 | |
| 39.026 T ROWE PRICE GROWTH STOCK FUND | 2015-02-05 | $2,077 | $1,826 | $251 | $251 | 2013-10-07 | |
| 63.677 T ROWE PRICE REAL ESTATE FUND FD 122 | 2015-02-05 | $1,843 | $1,299 | $544 | $544 | 2012-03-21 | |
| 8. SECTOR SPDR TR SBI CONS STPLS | 2015-02-05 | $393 | $388 | $5 | $5 | 2015-01-30 | |
| 118.052 TEMPLETON GLOBAL BOND FUND AD FUND | 2015-02-05 | $1,469 | $1,548 | -$79 | -$79 | 2012-03-21 | |
| 33.039 TEMPLETON INSTL FDS INC FOREIGN EQUITY SER | 2015-02-05 | $679 | $673 | $6 | $6 | 2015-01-26 | |
| 550.282 VANGUARD TOTL BD MKT IDX-ADM | 2015-02-05 | $6,070 | $6,004 | $66 | $66 | 2014-10-22 | |
| 8. HEALTH CARE SELECT SECTOR ETF LARGE CAP | 2015-03-31 | $587 | $510 | $77 | $77 | 2014-08-29 | |
| 267. SECTOR SPDR TR SBI CONS STPLS | 2015-03-31 | $13,075 | $12,934 | $141 | $141 | 2015-01-30 | |
| 281. SECTOR SPDR TR SHS BEN INT-UTILITIES | 2015-03-31 | $12,448 | $13,019 | -$571 | -$571 | 2014-12-01 | |
| 49.604 AMERICAN BEACON L/C VALU IS | 2015-04-30 | $1,003 | $913 | $90 | $90 | 2014-12-31 | |
| 345.889 AMERICAN BEACON L/C VALU IS | 2015-04-30 | $6,997 | $5,451 | $1,546 | $1,546 | 2012-03-21 | |
| 222.887 ARTISAN FDS INC INTERNATIONAL | 2015-04-30 | $7,045 | $5,084 | $1,961 | $1,961 | 2012-03-21 | |
| 407.62 HARDING LOEVNER INTERNATIONAL EQUITY PORTFOLIO | 2015-04-30 | $7,843 | $6,249 | $1,594 | $1,594 | 2012-11-01 | |
| 389.069 TEMPLETON INSTL FDS INC FOREIGN EQUITY SER | 2015-04-30 | $8,637 | $7,925 | $712 | $712 | 2015-01-26 | |
| CAPITAL GAIN DIVIDENDS | $32,663 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $74,640 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $55,662 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,345,937 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.041356 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $34,391 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,263,609 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.027216 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $21,241 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,178,738 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.01802 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $23,299 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,143,284 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.020379 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $23,638 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,042,476 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.022675 | DistributionYr5Rt |
| Total Distribution | 0.129646 | TotalDistributionRt |
| Average Distribution | 0.025929 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,383,319 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $35,868 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,024 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $36,892 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $66,761 | 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 | $1,024 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,024 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,024 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $900 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $0 | AppliedToEsTaxAmt |
| Total Payments And Credits | $900 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $124 | 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 | 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PNC BANK NA | BusinessNameLine1Txt |
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 | 3 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $13,722 | 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 | $1,404,385 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,404,385 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,404,385 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,066 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,383,319 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $69,166 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $69,166 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,024 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,024 | TotalTaxAmt |
| Distributable Before Adj | $68,142 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $68,142 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $68,142 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $66,761 | 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 | $66,761 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,024 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $65,737 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $68,142 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $59,286 | 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 | $66,761 | QualifyingDistributionsAmt |
| Applied To Year1 | $59,286 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,475 | 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 | $60,667 | 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 | $14,975 |
| AMERICAN HEART ASSOCIATION | |||||||
| PO BOX 22249 | ST PETERSBURG | FL | 337422249 | NONE | PC | GENERAL SUPPORT | $14,975 |
| THE INDIANAPOLIS FOUNDATION | |||||||
| 615 N ALABAMA ST STE 119 | INDIANAPOLIS | IN | 462041431 | NONE | PC | GENERAL SUPPORT | $14,975 |
| JEWISH NATIONAL FOUNDATION | |||||||
| 42 E 69TH ST | NEW YORK | NY | 100215093 | NONE | PC | GENERAL SUPPORT | $14,975 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $59,900 | 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 | $34,721 | 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 | $74,640 | 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 | $109,361 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $109,361 | 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 | $642,372 | $629,859 |
| MUTUAL FUNDS - EQUITY | AT COST | $590,153 | $689,737 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DIFF BETWEEN CARRYING VALUE AND TAX COST | $2,196 |
| ROUNDING ADJ FOR SALES AND TRANSACTIONS | $1 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL ESTIMATES - PRINCIPAL | $450 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $54 | $54 | $0 |
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