MEYER S EFROYMSON TR: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
MEYER S EFROYMSON TR (EIN 35-6323787)
Tax period
2013-07-01 to 2014-06-30
Filed
2014-09-15
IRS object ID
201422609349100407
Schema version
2013v3.0
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

FieldValueIRS element (for citing)
Return2014-09-15T12:29:11-05:00ReturnTs
Tax Period End2014-06-30TaxPeriodEndDt
Return Type990PFReturnTypeCd
Tax Period Begin2013-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN356323787EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MEYER S EFROYMSON TRUST PNC BANK NABusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlMEYEBusinessNameControlTxt
Phone4127628133PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 609AddressLine1
CityPITTSBURGHCity
StatePAState
ZIP Code152309738ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN W ALRUTZPersonNm
Person TitleASSISTANT VICE PRESIDENTPersonTitleTxt
Phone4127628133PhoneNum
Signature2014-09-17SignatureDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,406,529FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$28InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$28InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$30,433DividendsRevAndExpnssAmt
Dividends Net Invst Incm$30,433DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$67,268NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$455,448GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$66,301CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$23OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$97,752TotalRevAndExpnssAmt
Total Net Invst Incm$96,762TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$14,225CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$7,112CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$7,113CompOfcrDirTrstDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$14,225TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$7,112TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$7,113TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$49,446ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$49,446ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$63,671TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$7,112TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$56,559TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$34,081ExcessRevenueOverExpensesAmt
Net Investment Income$89,650NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$67,045SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$46,541SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$46,541SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$1,149,770OtherInvestmentsBOYAmt
Other Investments EOY$1,205,563OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,359,988OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,216,815TotalAssetsBOYAmt
Total Assets EOY$1,252,104TotalAssetsEOYAmt
Total Assets EOYFMV$1,406,529TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$1,216,815CapitalStockBOYAmt
Capital Stock EOY$1,244,695CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$7,409RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,216,815TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,252,104TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,216,815TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,252,104TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,216,815TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$34,081ExcessRevenueOverExpensesAmt
Other Increases$1,208OtherIncreasesAmt
Subtotal$1,252,104SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,252,104TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
SALES OF PUBLICLY TRADED SECURITIES$442,632$389,170$53,462$53,462
CLASS ACTION SETTLEMENTS$23$23$23P
CAPITAL GAINS DIVIDENDS$12,816$12,816$12,816P
FieldValueIRS element (for citing)
Capital Gain Net Income$66,301CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$34,391AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,263,609NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.027216DistributionYr1Rt
Adjusted Qlfy Distri Yr2$21,241AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,178,738NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.018020DistributionYr2Rt
Adjusted Qlfy Distri Yr3$23,299AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,143,284NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.020379DistributionYr3Rt
Adjusted Qlfy Distri Yr4$23,638AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,042,476NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.022675DistributionYr4Rt
Adjusted Qlfy Distri Yr5$65,371AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$952,668NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.068619DistributionYr5Rt
Total Distribution0.156909TotalDistributionRt
Average Distribution0.031382AverageDistributionRt
Net Vl Noncharitable Assets$1,345,937NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$42,238AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$897NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$43,135AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$56,559QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$897InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$897SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$897TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,861EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$3,861TotalPaymentsAndCreditsAmt
Overpayment$2,964OverpaymentAmt
Applied To ES Tax$450AppliedToESTaxAmt
Refund$2,514RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateINOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1PNC BANK NABusinessNameLine1
FieldValueIRS element (for citing)
Phone4127628133PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1620 LIBERTY AVENUEAddressLine1
CityPITTSBURGHCity
StatePAState
ZIP Code152222705ZIPCode
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonPNC BANK NAPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 94651AddressLine1
CityCLEVELANDCity
StateOHState
ZIP Code441014651ZIPCode
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos3.00AverageHrsPerWkDevotedToPosRt
Compensation$14,225CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt
All Other Program Rltd Invst Tot$0AllOtherProgramRltdInvstTotAmt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,366,469AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances-$35AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,366,434TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,366,434AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$20,497CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,345,937NetVlNoncharitableAssetsAmt
Minimum Investment Return$67,297MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$67,297MinimumInvestmentReturnAmt
Tax Based On Investment Income$897TaxBasedOnInvestmentIncomeAmt
Total Tax$897TotalTaxAmt
Distributable Before Adj$66,400DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$66,400DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$66,400DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$56,559ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$56,559QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$897PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$55,662AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$66,400DistributableAsAdjustedAmt
Undistributed Income PY$49,445UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$56,559QualifyingDistributionsAmt
Applied To Year1$49,445AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$7,114AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$59,286UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN CANCER SOCIETY
PO BOX 720366OKLAHOMA CITYOK73162N/APCGENERAL SUPPORT$12,362
AMERICAN HEART ASSOCIATION
6100 W 96TH ST 200INDIANAPOLISIN46278N/APCGENERAL SUPPORT$12,362
JEWISH NATIONAL FOUNDATION
42 EAST 69TH STNEW YORKNY10021N/APCGENERAL SUPPORT$12,361
THE INDIANAPOLIS FOUNDATION
615 NORTH ALABAMA STINDIANAPOLISIN46204N/APCGENERAL SUPPORT$12,361
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$49,446TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$28ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$30,433ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$67,268ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescCLASS ACTION PROCEEDSDesc
Exclusion14ExclusionCd
Exclusion$23ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$97,752ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$97,752TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescN/ADesc
Amt$0Amt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
MUTUAL FUNDS - FIXED INCOMEAT COST$605,111$625,129
MUTUAL FUNDS - EQUITIESAT COST$600,451$734,858
OTHERAT COST$1$1

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescCLASS ACTION PROCEEDSDesc
Revenue And Expenses Per Books$23RevenueAndExpensesPerBooksAmt
Adjusted Net Income$23AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescriptionDIFFERENCE BETWEEN TAX COST AND CARRYING VALUEDescription
Amount$1,208Amount

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