STELLA L@QUERING AND GRACE C NEWELL MEMORIAL TRUST: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
STELLA L@QUERING AND GRACE C NEWELL MEMORIAL TRUST (EIN 25-6559299)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-04-23
IRS object ID
201441139349100614
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)
Return2014-04-23T12:05:09-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN256559299EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1S QUERING & G NEWELL MEMORIAL TRUST PNC BANK NABusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlSTELBusinessNameControlTxt
Phone8006228036PhoneNum

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTIMOTHY VARNERPersonNm
Person TitleOFFICERPersonTitleTxt
Phone8006228036PhoneNum
Signature2014-04-23SignatureDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$187,120FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$3,845DividendsRevAndExpnssAmt
Dividends Net Invst Incm$3,845DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$3,186NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$11,804GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$3,186CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$7,031TotalRevAndExpnssAmt
Total Net Invst Incm$7,031TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$2,093CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$1,046CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$1,047CompOfcrDirTrstDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,093TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,046TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,047TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$4,620ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$4,620ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$6,713TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,046TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$5,667TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$318ExcessRevenueOverExpensesAmt
Net Investment Income$5,985NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$23,158SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$7,548SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$7,548SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$63,013CorporateStockBOYAmt
Corporate Stock EOY$61,257CorporateStockEOYAmt
Corporate Stock EOYFMV$100,863CorporateStockEOYFMVAmt
Corporate Bonds BOY$53,689CorporateBondsBOYAmt
Corporate Bonds EOY$77,513CorporateBondsEOYAmt
Corporate Bonds EOYFMV$78,709CorporateBondsEOYFMVAmt
Other Investments BOY$6,140OtherInvestmentsBOYAmt
Total Assets BOY$146,000TotalAssetsBOYAmt
Total Assets EOY$146,318TotalAssetsEOYAmt
Total Assets EOYFMV$187,120TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$146,000CapitalStockBOYAmt
Capital Stock EOY$146,318CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$146,000TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$146,318TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$146,000TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$146,318TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$146,000TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$318ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$146,318SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$146,318TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SALES OF PUBLICLY TRADED SECURITIESP$10,742$8,618$2,124$2,124
CAPITAL GAINS DIVIDENDSP$1,062$1,062$1,062
FieldValueIRS element (for citing)
Capital Gain Net Income$3,186CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$6,024AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$166,575NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.036164DistributionYr1Rt
Adjusted Qlfy Distri Yr2$6,016AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$164,148NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.036650DistributionYr2Rt
Adjusted Qlfy Distri Yr3$5,954AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$156,865NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.037956DistributionYr3Rt
Adjusted Qlfy Distri Yr4$5,927AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$144,208NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.041100DistributionYr4Rt
Adjusted Qlfy Distri Yr5$6,536AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$156,814NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.041680DistributionYr5Rt
Total Distribution0.193550TotalDistributionRt
Average Distribution0.038710AverageDistributionRt
Net Vl Noncharitable Assets$175,880NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$6,808AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$60NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$6,868AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$5,667QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$120InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$120SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$120TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$76EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$76TotalPaymentsAndCreditsAmt
Tax Due$44TaxDueAmt

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 StatePAOrgReportOrRegisterStateCd
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)
Phone8006228036PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 609AddressLine1
CityPITTSBURGHCity
StatePAState
ZIP Code152309738ZIPCode
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 609AddressLine1
CityPITTSBURGHCity
StatePAState
ZIP Code152309738ZIPCode
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos2.00AverageHrsPerWkDevotedToPosRt
Compensation$2,093CompensationAmt
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$178,558AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$178,558TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$178,558AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,678CashDeemedCharitableAmt
Net Vl Noncharitable Assets$175,880NetVlNoncharitableAssetsAmt
Minimum Investment Return$8,794MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$8,794MinimumInvestmentReturnAmt
Tax Based On Investment Income$120TaxBasedOnInvestmentIncomeAmt
Total Tax$120TotalTaxAmt
Distributable Before Adj$8,674DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$8,674DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$8,674DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$5,667ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$5,667QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$5,667AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$8,674DistributableAsAdjustedAmt
Undistributed Income PY$4,347UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$5,667QualifyingDistributionsAmt
Applied To Year1$4,347AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,320AppliedToCurrentYearAmt
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$7,354UndistributedIncomeCYAmt
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
SALVATION ARMY
424 THIRD AVENUEPITTSBURGHPA15219N/APUBLIC CHARITYGENERAL SUPPORT$1,090
SLIGO PRESBYTERIAN CHURCH
403 COLERAIN ST BOX 310SLIGOPA16255N/APUBLIC CHARITYGENERAL SUPPORT$1,080
SLIGO VOLUNTEER FIRE DEPARTMENT
BOX 319SLIGOPA16255N/APUBLIC CHARITYGENERAL SUPPORT$1,090
SOUTHERN CLARION COUNTY VOLUNTEER AMBULANCE SERV
RD 1 BOX 369RIMERSBURGPA16248N/APUBLIC CHARITYGENERAL SUPPORT$1,360
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$4,620TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,845ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$3,186ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$7,031ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$7,031TotalIncomeProducingActyAmt

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 Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondFIXED INCOMEBondNm
EOY Book Value$77,513EOYBookValueAmt
EOYFMV$78,709EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockEQUITIESStockNm
EOY Book Value$61,257EOYBookValueAmt
EOYFMV$100,863EOYFMVAmt

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