GEORGE & MARJORIE OWENS IRREV TR AGRMT FBO OWENS FAMILY FDN: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- GEORGE & MARJORIE OWENS IRREV TR AGRMT FBO OWENS FAMILY FDN (EIN 25-6865026)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-04-25
- IRS object ID
- 202421169349101667
- Schema version
- 2023v5.0
- 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
- Schedule B
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-04-25T21:01:14-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2100 ONE PPG PLACE | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 256865026 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | G & M OWENS FB OWENS FAM FND IRR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OWEN | BusinessNameControlTxt |
| Phone | 4124421522 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 116 ALLEGHENY CENTER MALL P8YB3502L | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15212 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PNC BANK N A | PersonNm |
| Person Title | TAX MANAGER | PersonTitleTxt |
| Phone | 4124421522 | PhoneNum |
| Signature | 2024-04-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JASON BELOT | PreparerPersonNm |
| PTIN | P00183464 | PTIN |
| Phone | 3302555814 | PhoneNum |
| Preparation | 2024-04-22 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,547,428 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $100,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $34,940 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $34,673 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $13,360 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $495,426 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $13,360 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $148,300 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $48,033 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $10,364 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $9,328 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,036 | 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 Rev And Expnss | $10,528 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $10,528 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $364 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $310 | 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 | $21,256 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,638 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,564 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $61,074 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $61,074 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $82,330 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,638 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $72,638 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $65,970 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $38,395 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $319,770 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $139,847 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $139,847 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $975,079 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,220,330 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,407,581 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,294,849 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,360,177 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,547,428 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,294,849 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,360,177 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,294,849 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,360,177 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,294,849 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,360,177 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,294,849 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $65,970 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,533 | OtherIncreasesAmt |
| Subtotal | $1,362,352 | SubtotalAmt |
| Other Decreases | $2,175 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,360,177 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (140 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 25.872 PZENA EMERG MKTS VALUE-INST | 2022-09-16 | 2023-01-19 | $296 | $269 | $27 | $27 | |
| 68.665 OAKMARK INTL SM CAP-R6 | 2019-05-29 | 2023-01-19 | $1,234 | $959 | $275 | $275 | |
| 52.021 WCM FOCUSED INTL GROWTH-INS | 2022-02-28 | 2023-01-19 | $1,099 | $1,186 | -$87 | -$87 | |
| 66.274 WCM FOCUSED INTL GROWTH-INS | 2021-12-28 | 2023-01-19 | $1,400 | $1,834 | -$434 | -$434 | |
| 11. ISHARES MSCI EAFE VALUE ETF | 2022-11-21 | 2023-01-19 | $535 | $491 | $44 | $44 | |
| 108.704 LONGLEAF PARTNERS FDS TR INTL FD 136 | 2021-03-23 | 2023-01-19 | $1,659 | $2,028 | -$369 | -$369 | |
| .054 TOUCHSTONE SANDS EM GR-R6 | 2021-03-23 | 2023-01-19 | $1 | $1 | |||
| 204. FIDELITY REAL ESTATE ETF ETF | 2022-10-19 | 2023-03-02 | $5,171 | $4,979 | $192 | $192 | |
| 976. FIDELITY REAL ESTATE ETF ETF | 2020-04-27 | 2023-03-02 | $24,741 | $21,613 | $3,128 | $3,128 | |
| 41. INVESCO QQQ TRUST ETF | 2020-08-26 | 2023-03-02 | $11,892 | $12,174 | -$282 | -$282 | |
| 214.677 JENSEN QUALITY GROWTH-Y | 2022-11-21 | 2023-03-02 | $11,629 | $11,908 | -$279 | -$279 | |
| 683.063 JENSEN QUALITY GROWTH-Y | 2019-03-28 | 2023-03-02 | $37,002 | $33,790 | $3,212 | $3,212 | |
| 309.752 LAZARD US EQUITY CONCENTRATED | 2022-11-21 | 2023-03-02 | $4,879 | $4,848 | $31 | $31 | |
| 1687.047 LAZARD US EQUITY CONCENTRATED | 2022-02-28 | 2023-03-02 | $26,571 | $30,367 | -$3,796 | -$3,796 | |
| 168.926 MFS VALUE FUND-R6 | 2022-11-04 | 2023-03-02 | $7,951 | $8,090 | -$139 | -$139 | |
| 388.885 MFS VALUE FUND-R6 | 2011-11-02 | 2023-03-02 | $18,305 | $8,612 | $9,693 | $9,693 | |
| 310.194 T ROWE PRICE VALUE FUND-I | 2022-11-21 | 2023-03-02 | $11,918 | $12,259 | -$341 | -$341 | |
| 542.451 T ROWE PRICE VALUE FUND-I | 2013-08-01 | 2023-03-02 | $20,841 | $17,968 | $2,873 | $2,873 | |
| 108.307 BAIRD MIDCAP INST | 2022-11-21 | 2023-04-18 | $2,526 | $2,398 | $128 | $128 | |
| 78.237 OAKMARK INTL SM CAP-R6 | 2023-03-02 | 2023-04-18 | $1,418 | $1,391 | $27 | $27 | |
| 551.897 OAKMARK INTL SM CAP-R6 | 2019-05-29 | 2023-04-18 | $10,000 | $7,710 | $2,290 | $2,290 | |
| 186.051 NUANCE MID CAP VALUE-Z | 2022-02-28 | 2023-04-18 | $2,344 | $2,573 | -$229 | -$229 | |
| 444.284 TRIBUTARY SMALL COMPANY FD INST PLUS FD 1705 | 2022-02-28 | 2023-04-18 | $11,960 | $14,284 | -$2,324 | -$2,324 | |
| 3939.272 WASATCH INTL OPPORTUNIT-INST | 2019-05-29 | 2023-04-18 | $11,542 | $15,391 | -$3,849 | -$3,849 | |
| 18.37 OAKMARK INTL SM CAP-R6 | 2019-05-29 | 2023-05-22 | $341 | $257 | $84 | $84 | |
| 8. INVESCO QQQ TRUST ETF | 2020-08-26 | 2023-05-22 | $2,700 | $2,313 | $387 | $387 | |
| 33.791 WCM FOCUSED INTL GROWTH-INS | 2022-02-28 | 2023-05-22 | $754 | $770 | -$16 | -$16 | |
| 15. ISHARES CORE S&P 500 ETF | 2021-08-23 | 2023-05-22 | $6,313 | $6,737 | -$424 | -$424 | |
| 10. ISHARES MSCI USA QUALITY FACTOR ETF | 2023-03-02 | 2023-05-22 | $1,269 | $1,182 | $87 | $87 | |
| 16.451 JENSEN QUALITY GROWTH-Y | 2019-03-28 | 2023-05-22 | $959 | $810 | $149 | $149 | |
| 4.397 PRINCIPAL MIDCAP FUND-R6 | 2022-11-21 | 2023-05-22 | $152 | $146 | $6 | $6 | |
| 68.261 TRIBUTARY SMALL COMPANY FD INST PLUS FD 1705 | 2022-02-28 | 2023-05-22 | $1,849 | $2,195 | -$346 | -$346 | |
| 54. ISHARES BARCLAYS 7-10 YEAR TREASURY | 2022-10-19 | 2023-05-25 | $5,235 | $5,088 | $147 | $147 | |
| 46. ISHARES BARCLAYS 7-10 YEAR TREASURY | 2023-01-19 | 2023-05-25 | $4,459 | $4,411 | $48 | $48 | |
| 274. ISHARES BARCLAYS 7-10 YEAR TREASURY | 2019-08-29 | 2023-05-25 | $26,562 | $31,631 | -$5,069 | -$5,069 | |
| 235.003 PIMCO INCOME FUND CLASS INS | 2022-11-21 | 2023-05-25 | $2,421 | $2,442 | -$21 | -$21 | |
| 325.939 PIMCO INCOME FUND CLASS INS | 2023-01-19 | 2023-05-25 | $3,357 | $3,399 | -$42 | -$42 | |
| 1787.649 PIMCO INCOME FUND CLASS INS | 2019-08-29 | 2023-05-25 | $18,413 | $20,251 | -$1,838 | -$1,838 | |
| 436.003 WESTERN ASSET CORE PLUS BOND FUND CLASS IS | 2022-11-21 | 2023-05-25 | $4,050 | $4,072 | -$22 | -$22 | |
| 688.74 WESTERN ASSET CORE PLUS BOND FUND CLASS IS | 2023-01-19 | 2023-05-25 | $6,398 | $6,456 | -$58 | -$58 | |
| 4067.906 WESTERN ASSET CORE PLUS BOND FUND CLASS IS | 2018-04-06 | 2023-05-25 | $37,791 | $47,604 | -$9,813 | -$9,813 | |
| 1503.825 BAIRD AGGREGATE BOND FUND FD 72 | 2019-08-29 | 2023-06-08 | $14,602 | $17,308 | -$2,706 | -$2,706 | |
| 297.547 PRUDENTIAL TOTAL RETURN BOND CLASS R6 FD 1062 | 2023-05-25 | 2023-06-08 | $3,526 | $3,455 | $71 | $71 | |
| 110.254 PZENA EMERG MKTS VALUE-INST | 2023-03-02 | 2023-09-25 | $1,356 | $1,238 | $118 | $118 | |
| 71.757 PZENA EMERG MKTS VALUE-INST | 2023-05-22 | 2023-09-25 | $883 | $823 | $60 | $60 | |
| 4.313 PZENA EMERG MKTS VALUE-INST | 2022-09-16 | 2023-09-25 | $53 | $45 | $8 | $8 | |
| 88.929 BAIRD MIDCAP INST | 2022-11-21 | 2023-09-25 | $1,977 | $1,941 | $36 | $36 | |
| 28.605 BAIRD MIDCAP INST | 2023-05-22 | 2023-09-25 | $636 | $664 | -$28 | -$28 | |
| 104.022 BAIRD MIDCAP INST | 2018-03-19 | 2023-09-25 | $2,312 | $2,095 | $217 | $217 | |
| 38.374 SEAFARER OVERSEAS GROWTH & INCOME INSTL CLASS | 2021-03-23 | 2023-09-25 | $460 | $573 | -$113 | -$113 | |
| 21. INVESCO QQQ TRUST ETF | 2020-08-26 | 2023-09-25 | $7,530 | $6,072 | $1,458 | $1,458 | |
| 40. ISHARES CORE S&P SMALL CAP ETF | 2022-11-04 | 2023-09-25 | $3,789 | $3,911 | -$122 | -$122 | |
| 26. ISHARES CORE S&P SMALL CAP ETF | 2023-05-22 | 2023-09-25 | $2,463 | $2,450 | $13 | $13 | |
| 1. ISHARES MSCI EAFE VALUE ETF | 2023-05-22 | 2023-09-25 | $49 | $50 | -$1 | -$1 | |
| 384. ISHARES MSCI USA QUALITY FACTOR ETF | 2023-03-02 | 2023-09-25 | $50,987 | $45,390 | $5,597 | $5,597 | |
| 8. ISHARES MSCI USA QUALITY FACTOR ETF | 2023-05-25 | 2023-09-25 | $1,062 | $1,009 | $53 | $53 | |
| 105.51 JENSEN QUALITY GROWTH-Y | 2019-03-28 | 2023-09-25 | $6,183 | $5,194 | $989 | $989 | |
| 1.554 LONGLEAF PARTNERS FDS TR INTL FD 136 | 2021-03-23 | 2023-09-25 | $24 | $29 | -$5 | -$5 | |
| 22.01 MFS VALUE FUND-R6 | 2023-05-22 | 2023-09-25 | $1,035 | $1,030 | $5 | $5 | |
| 109.156 MFS VALUE FUND-R6 | 2011-11-02 | 2023-09-25 | $5,134 | $2,417 | $2,717 | $2,717 | |
| 312.202 NUANCE MID CAP VALUE-Z | 2022-02-28 | 2023-09-25 | $3,578 | $4,318 | -$740 | -$740 | |
| 73.273 PRINCIPAL MIDCAP FUND-R6 | 2022-11-21 | 2023-09-25 | $2,552 | $2,433 | $119 | $119 | |
| 16.066 PRINCIPAL MIDCAP FUND-R6 | 2023-05-25 | 2023-09-25 | $560 | $539 | $21 | $21 | |
| 110.674 PRINCIPAL MIDCAP FUND-R6 | 2020-08-26 | 2023-09-25 | $3,855 | $3,592 | $263 | $263 | |
| 19.387 T ROWE PRICE VALUE FUND-I | 2023-05-22 | 2023-09-25 | $774 | $750 | $24 | $24 | |
| 149.344 T ROWE PRICE VALUE FUND-I | 2013-08-28 | 2023-09-25 | $5,960 | $4,732 | $1,228 | $1,228 | |
| 243.162 TRIBUTARY SMALL COMPANY FD INST PLUS FD 1705 | 2022-02-28 | 2023-09-25 | $6,685 | $7,818 | -$1,133 | -$1,133 | |
| 25. ISHARES MSCI EAFE VALUE ETF | 2022-11-21 | 2023-11-14 | $1,236 | $1,193 | $43 | $43 | |
| 12. ISHARES MSCI EAFE VALUE ETF | 2023-05-22 | 2023-11-14 | $593 | $597 | -$4 | -$4 | |
| 514. ISHARES MSCI EAFE VALUE ETF | 2022-09-16 | 2023-11-14 | $25,411 | $21,591 | $3,820 | $3,820 | |
| CAPITAL GAIN DIVIDENDS | $5,580 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,580 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,580 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,580 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,580 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,580 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,580 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,580 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,580 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,580 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,580 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,580 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,580 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,580 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,580 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,580 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,580 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,580 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,580 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,580 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,580 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,580 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,580 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,580 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,580 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,580 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,580 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,580 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,580 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,580 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,580 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,580 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,580 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,580 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,580 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,580 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,580 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,580 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,580 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,580 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,580 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,580 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,580 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,580 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,580 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,580 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,580 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,580 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,580 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,580 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,580 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,580 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,580 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,580 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,580 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,580 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,580 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,580 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,580 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,580 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,580 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,580 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,580 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,580 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,580 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,580 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,580 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,580 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,580 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,580 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $13,360 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $534 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $534 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $534 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $444 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $444 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $90 | 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 | PA | 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 | 4124421522 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 116 ALLEGHENY CENTER MALL | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15212 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| PNC BANK N A | ||||||
| 116 Allegheny Center Mall | Pittsburgh | PA | 15212 | TRUSTEE | 3 | $10,364 |
| WILLIAM OWENS | ||||||
| 3790 6th Place | Vero Beach | FL | 32968 | CO-TRUSTEE | 1 | $0 |
| JULIE OWENS | ||||||
| 213 Falconhurst Dr | Pittsburgh | PA | 15238 | CO-TRUSTEE | 1 | $0 |
| JANET OWENS | ||||||
| 3791 E Adonis Dr | Salt Lake City | UT | 84124 | CO-TRUSTEE | 1 | $0 |
| SCOTT CUNNINGHAM | ||||||
| 397 Mingo Road | Wexford | PA | 15090 | CO-TRUSTEE | 1 | $0 |
| 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 | $1,418,046 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,418,046 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,418,046 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,271 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,396,775 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $69,839 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $69,839 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $534 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $534 | TotalTaxAmt |
| Distributable Before Adj | $69,305 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $69,305 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $69,305 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $72,638 | 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 | $72,638 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $69,305 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $61,074 | 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 | $72,638 | QualifyingDistributionsAmt |
| Applied To Year1 | $61,074 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $11,564 | 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 | $57,741 | 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
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PNC Bank Charitable Trust Grant Rev | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Tower at PNC Plaza 300 Fifth Ave M | AddressLine1Txt |
| City | Pittsburgh | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4124421522 | RecipientPhoneNum |
| Form And Info And Materials | SEE FOOTNOTES | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE FOOTNOTES | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE FOOTNOTES | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| HUMANE SOCIETY OF VERO BEACH | ||||||||
| 6174 NORTH A1A | VERO BEACH | FL | 32963 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| SPENCE-CHAPIN SERVICES TO FAMILIES AND | ||||||||
| 6 EAST 94TH STREET | NEW YORK | NY | 10130 | NONE | PC | GENERAL SUPPORT | $1,000 | CHILDREN |
| TRUSTEES OF DARTMOUTH COLLEGE | ||||||||
| 7 LEBANON ST STE 302 6015 | HANOVER | NH | 03755 | NONE | PC | GENERAL SUPPORT | $800 | |
| RUTLAND HOSPITAL INC | ||||||||
| 160 ALLEN ST | RUTLAND | VT | 05701 | NONE | PC | GENERAL SUPPORT | $500 | |
| GILBERT HART LIBRARY ASSOCIATION | ||||||||
| PO BOX 69 | WALLINGFORD | VT | 05773 | NONE | PC | GENERAL SUPPORT | $1,500 | |
| HORSE PLUS HUMANE SOCIETY | ||||||||
| 600 CHARLES MCCLEAREN RD | HOHENWALD | TN | 38462 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| CHRIST EPISCOPAL CHURCH | ||||||||
| 480 WARWICK AVE | TEANECK | NJ | 07666 | NONE | PC | GENERAL SUPPORT | $1,750 | |
| TRINITY EPISCOPAL CHURCH | ||||||||
| 1100 HARRISON ST | MT VERNON | IL | 62864 | NONE | PC | GENERAL SUPPORT | $1,250 | |
| CHRISTIAN CAMPS OF PITTSBURGH INC | ||||||||
| 111 LAKE GLORIA RD | BOSWELL | PA | 15531 | NONE | PC | GENERAL SUPPORT / CITICIDZ | $7,500 | |
| RIDING FOR THE HANDICAPPED | ||||||||
| PO BOX 23 | ALLISON PARK | PA | 15101 | NONE | PC | GENERAL SUPPORT | $2,500 | OF WESTERN PA INC |
| VERO BEACH POLICE FOUNDATION INC | ||||||||
| 191 TERRAPIN PT | VERO BEACH | FL | 32963 | NONE | PC | GENERAL SUPPORT | $500 | |
| DOGS FOR LIFE INC | ||||||||
| 1230 16TH AVE | VERO BEACH | FL | 32960 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| GRAND STAIRCASE ESCALANTE PARTNERS INC | ||||||||
| 310 S 100 E STE 7 | KANAB | UT | 84741 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| GOLDEN RETRIEVER FOUNDATION | ||||||||
| 24313 SE 34TH PL | SAINT LOUIS | MO | 98029 | NONE | PC | ZEKES CANCER RESEARCH FUND | $2,591 | |
| AMANDA RAE LOREE FOUNDATION INC | ||||||||
| 56 OLDE PINE LN | WALLINGFORD | VT | 05773 | NONE | PC | GENERAL SUPPORT | $15,000 | |
| COTTONWOOD HEIGHTS POLICE DEPARTMENT | ||||||||
| 2469 E FORT UNION BLVD STE 200 | SALT LAKE CITY | UT | 84121 | NONE | PC | GENERAL SUPPORT | $5,683 | HONORARY COLONELS ASSOC |
| VERO BEACH VOLUNTEER FIRE DEPARTMENT INC | ||||||||
| PO BOX 2222 | VERO BEACH | FL | 32961 | NONE | PC | GENERAL SUPPORT | $500 | |
| VISITING NURSE ASSOCIATION AND | ||||||||
| 920 37TH PLACE STE 101 | VERO BEACH | FL | 32960 | NONE | PC | GENERAL SUPPORT | $1,000 | HOSPICE FOUNDATION INC |
| INDIAN RIVER LAND TR INC | ||||||||
| 80 ROYAL PALM POINTE STE 301 | VERO BEACH | FL | 32960 | NONE | PC | GENERAL SUPPORT | $500 | |
| McKEE BOTANICAL GARDEN | ||||||||
| 350 US HIGHWAY ONE | VERO BEACH | FL | 32962 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| UTAH OPEN LANDS CONSERVATION | ||||||||
| 1488 S MAIN ST | SALT LAKE CITY | UT | 84115 | NONE | PC | GENERAL SUPPORT | $5,000 | ASSOCIATION INC |
| INTERMOUNTAIN THERAPY ANIMALS | ||||||||
| PO BOX 17201 | SALT LAKE CITY | UT | 84117 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| FRIENDS OF GREAT SALT LAKE | ||||||||
| PO BOX 2655 | SALT LAKE CITY | UT | 84110 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| SAINT JAMES EPISCOPAL CHURCH | ||||||||
| 42 SNELL ST | SONORA | CA | 95370 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $61,074 | 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 |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $34,940 | 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 Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $13,360 | 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 | $48,300 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $48,300 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | M W OWENS 2004 CHARITABLE TRUST | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O PNC BANK | AddressLine1Txt |
| Address Line2 | 116 ALLEGHENY CENTER MALL | AddressLine2Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $100,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (32 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 316092857 FIDELITY REAL ESTATE | |||
| 317609295 SEAFARER OVERSEAS GR | AT COST | $40,349 | $43,578 |
| 461418444 WCM FOCUSED INTL GRO | AT COST | $49,194 | $64,198 |
| 464287200 ISHARES CORE S&P 500 | AT COST | $367,418 | $477,152 |
| 464287440 ISHARES BARCLAYS 7-1 | |||
| 464287804 ISHARES CORE S&P SMA | AT COST | $16,707 | $28,578 |
| 476313408 JENSEN QUALITY GROWT | AT COST | $18,291 | $21,401 |
| 936793686 WASATCH INTL OPPORTU | AT COST | $20,382 | $21,881 |
| 46090E103 INVESCO QQQ TRUST ET | AT COST | $14,523 | $21,295 |
| 72201F490 PIMCO INCOME FUND CL | |||
| 74256W584 PRINCIPAL MIDCAP FUN | AT COST | $30,486 | $35,697 |
| 97717X669 WISDOMTREE U.S. QUAL | AT COST | $52,368 | $56,997 |
| 057071813 BAIRD MIDCAP INST | AT COST | $19,388 | $28,802 |
| 057071854 BAIRD AGGREGATE BOND | AT COST | $91,276 | $89,063 |
| 09260B309 BLACKROCK CORE BOND | AT COST | $96,881 | $89,030 |
| 413838566 OAKMARK INTL SM CAP- | AT COST | $14,757 | $21,672 |
| 543069405 LONGLEAF PARTNERS FD | AT COST | $35,220 | $31,433 |
| 55273H353 MFS VALUE FUND-R6 | AT COST | $11,691 | $21,532 |
| 779578301 T ROWE PRICE VALUE F | AT COST | $16,354 | $21,442 |
| 957663669 WESTERN ASSET CORE P | |||
| 00770X675 PZENA EMERG MKTS VAL | AT COST | $28,445 | $32,868 |
| 464288877 ISHARES MSCI EAFE VA | |||
| 52106N616 LAZARD US CONCENTRAT | |||
| 56167N712 NUANCE MID CAP VALUE | AT COST | $30,222 | $28,652 |
| 89154M702 TOUCHSTONE SANDS EM | AT COST | $31,838 | $32,134 |
| 89609H704 TRIBUTARY SMALL COMP | AT COST | $29,126 | $28,653 |
| 25434V807 DIMENSIONAL INTERNAT | AT COST | $30,969 | $32,401 |
| 31428Q739 FEDERATED TOTAL RETU | AT COST | $21,239 | $21,421 |
| 46429B267 ISHARES U S TREASURY | AT COST | $42,550 | $42,716 |
| 46429B697 ISHARES MSCI USA MIN | AT COST | $34,156 | $35,816 |
| 46434V456 ISHARES MSCI INTL QU | AT COST | $55,611 | $57,767 |
| 74440B884 PRUDENTIAL TOTAL RET | AT COST | $20,889 | $21,402 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES - PRINCIPAL (ALLOCA | CategoryTxt |
| Legal Fees | $10,528 | LegalFeesAmt |
| Disbursements Charitable Prps | $10,528 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (4 entries)
| DescDesc | AmtAmt |
|---|---|
| 2023 TRANSACTIONS POSTED IN 2024 | $1,902 |
| RETURN OF CAPITAL ADJUSTMENT | $141 |
| PRIOR YEAR RETURN OF CAPITAL ADJUSTMENT | $125 |
| ROUNDING | $7 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2022 TRANSACTIONS POSTED IN 2023 | $1,469 |
| PRIOR YEAR WASH SALE ADJUSTMENT | $64 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL ESTIMATES - PRINCIPAL | $54 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $226 | $226 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $84 | $84 | $0 |