WESTMORELAND BLIND ASSN TUW: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- WESTMORELAND BLIND ASSN TUW (EIN 25-6185274)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-01
- IRS object ID
- 202421229349101242
- 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
- Accounting Fees Schedule
- Compensation Explanation
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-01T13:01:19-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010604131 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRUST PROCESSING SOLUTIONS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 894 | AddressLine1Txt |
| City | MILFORD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 451500894 | 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 | 256185274 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTMORELAND BLIND ASSN TUW XXX-XX-XXXX | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WEST | BusinessNameControlTxt |
| Phone | 8004593282 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 654 PHILADELPHIA STREET | AddressLine1Txt |
| City | INDIANA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15701 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JODY K GEYER | PersonNm |
| Person Title | SVP TRUST | PersonTitleTxt |
| Phone | 8004593282 | PhoneNum |
| Signature | 2024-04-24 | 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 | STEPHEN GRAEF | PreparerPersonNm |
| PTIN | P01708348 | PTIN |
| Phone | 5137748805 | PhoneNum |
| Preparation | 2024-04-24 | 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 | $92,005 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $2,193 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,183 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $537 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $36,934 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $537 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $77 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $2,807 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,720 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $2,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $1,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,000 | 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 |
| Accounting Fees Rev And Expnss | $1,005 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,005 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $27 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $3,532 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,500 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,005 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,025 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,025 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,557 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,500 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,030 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,750 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,220 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,074 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,800 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,800 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $56,201 | CorporateStockBOYAmt |
| Corporate Stock EOY | $52,598 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $61,666 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $30,563 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $29,694 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $27,539 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $88,838 | TotalAssetsBOYAmt |
| Total Assets EOY | $85,092 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $92,005 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $88,838 | CapitalStockBOYAmt |
| Capital Stock EOY | $85,092 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $88,838 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $85,092 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $88,838 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $85,092 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $88,838 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,750 | ExcessRevenueOverExpensesAmt |
| Other Increases | $66 | OtherIncreasesAmt |
| Subtotal | $85,154 | SubtotalAmt |
| Other Decreases | $62 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $85,092 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (98 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 113.129 FEDERATED #225 TOTAL RETURN BOND FD - CL R6 | 2019-08-05 | 2023-01-17 | $1,097 | $1,178 | -$81 | -$81 | |
| 39.736 FIDELITY SMALL CAP VALUE FUND CLASS Z #3303 | 2022-07-14 | 2023-01-17 | $752 | $709 | $43 | $43 | |
| 106.44 FIDELITY SMALL CAP VALUE FUND CLASS Z #3303 | 2021-07-27 | 2023-01-17 | $2,014 | $2,262 | -$248 | -$248 | |
| 348.845 GOLDMAN SACHS US EQUITY DIV AND PREM FD #2530 - CL INS | 2022-07-14 | 2023-01-17 | $4,730 | $4,734 | -$4 | -$4 | |
| 20.834 GOLDMAN SACHS INTERNATIONAL EQUITY INCOME FUND - INSTL | 2022-07-14 | 2023-01-17 | $329 | $279 | $50 | $50 | |
| 30.891 JP MORGAN CORE BOND #3720 - CL I | 2020-05-05 | 2023-01-17 | $321 | $376 | -$55 | -$55 | |
| 5.033 VANGUARD DIVIDEND GROWTH FUND #57 - CL INV | 2022-03-16 | 2023-01-17 | $179 | $188 | -$9 | -$9 | |
| 284.838 VANGUARD TOTAL BOND MKT INDEX FD #584 - CL ADM | 2020-08-04 | 2023-01-17 | $2,771 | $3,188 | -$417 | -$417 | |
| 24.136 VANGUARD SHORT-TERM CORP BD INDEX #1945 - CL ADM | 2022-07-14 | 2023-01-17 | $500 | $509 | -$9 | -$9 | |
| 35.909 VANGUARD SHORT-TERM CORP BD INDEX #1945 - CL ADM | 2022-01-13 | 2023-01-17 | $744 | $791 | -$47 | -$47 | |
| 29.042 VANGUARD VALUE INDEX - ADM | 2022-01-13 | 2023-01-17 | $1,628 | $1,699 | -$71 | -$71 | |
| 299.856 FEDERATED #251 STRATEGIC VALUE DIVIDEND FUND - CL R6 | 2023-01-17 | 2023-05-12 | $1,637 | $1,793 | -$156 | -$156 | |
| 52.717 FEDERATED INTERNATIONAL EQUITY CL IS | 2022-01-13 | 2023-06-22 | $1,209 | $1,338 | -$129 | -$129 | |
| 106.073 FIDELITY EMRG MKT INS | 2020-05-05 | 2023-06-22 | $1,060 | $941 | $119 | $119 | |
| 93.634 FIDELITY SMALL CAP VALUE FUND CLASS Z #3303 | 2022-10-05 | 2023-06-22 | $1,722 | $1,643 | $79 | $79 | |
| 114.074 GOLDMAN SACHS INTERNATIONAL EQUITY INCOME FUND - INSTL | 2022-07-14 | 2023-06-22 | $1,863 | $1,525 | $338 | $338 | |
| 100.435 VANGUARD DIVIDEND GROWTH FUND #57 - CL INV | 2022-05-18 | 2023-06-22 | $3,614 | $3,604 | $10 | $10 | |
| 1.563 VANGUARD VALUE INDEX - ADM | 2022-09-27 | 2023-06-22 | $85 | $76 | $9 | $9 | |
| 28.628 VANGUARD VALUE INDEX - ADM | 2022-03-16 | 2023-06-22 | $1,561 | $1,636 | -$75 | -$75 | |
| 122.043 WESTERN ASSET CORE PLUS BOND FD - CL S | 2021-07-27 | 2023-06-22 | $1,151 | $1,480 | -$329 | -$329 | |
| 1.496 DFA EMERG MRKTS CORE EQ PORTFOLIO #5272 - CL INST | 2023-06-22 | 2023-08-16 | $32 | $33 | -$1 | -$1 | |
| 49.826 DFA US LARGE COMPANY PORTFOLIO #5127 | 2019-08-05 | 2023-08-16 | $1,498 | $1,079 | $419 | $419 | |
| 1.649 FEDERATED INTERNATIONAL EQUITY CL IS | 2022-01-13 | 2023-08-16 | $37 | $47 | -$10 | -$10 | |
| 44.436 FEDERATED #225 TOTAL RETURN BOND FD - CL R6 | 2019-08-05 | 2023-08-16 | $410 | $491 | -$81 | -$81 | |
| 5.925 FIDELITY INTL INDX - INST PRM #2363 | 2020-05-05 | 2023-08-16 | $266 | $204 | $62 | $62 | |
| 19.255 FIDELITY SML CAP INS | 2020-05-05 | 2023-08-16 | $447 | $311 | $136 | $136 | |
| 126.751 FIDELITY EMRG MKT INS | 2022-03-16 | 2023-08-16 | $1,236 | $1,255 | -$19 | -$19 | |
| .494 VANGUARD INTL GROWTH FUND #581 - CL ADM | 2023-06-22 | 2023-08-16 | $49 | $51 | -$2 | -$2 | |
| 23.288 VANGUARD TOTAL BOND MKT INDEX FD #584 - CL ADM | 2020-08-04 | 2023-08-16 | $217 | $275 | -$58 | -$58 | |
| .463 VANGUARD GROWTH INDEX FD #509 - CL ADM | 2023-06-22 | 2023-08-16 | $66 | $66 | |||
| 1.823 VANGUARD VALUE INDEX - ADM | 2022-09-27 | 2023-08-16 | $101 | $88 | $13 | $13 | |
| .731 FULLERTHALER BEHAVIORAL SMALL-CAP EQUITY FUND - R6 SHARES | 2023-01-17 | 2023-11-10 | $27 | $27 | |||
| .657 DFA EMERG MRKTS CORE EQ PORTFOLIO #5272 - CL INST | 2023-06-22 | 2023-11-10 | $14 | $14 | |||
| 12.668 DFA US LARGE COMPANY PORTFOLIO #5127 | 2019-08-05 | 2023-11-10 | $382 | $278 | $104 | $104 | |
| 3.961 DODGE & COX INCOME FUND CL I | 2023-01-17 | 2023-11-10 | $47 | $50 | -$3 | -$3 | |
| .94 FEDERATED INTERNATIONAL EQUITY CL IS | 2022-01-13 | 2023-11-10 | $21 | $27 | -$6 | -$6 | |
| 5.911 FEDERATED #225 TOTAL RETURN BOND FD - CL R6 | 2019-08-05 | 2023-11-10 | $54 | $65 | -$11 | -$11 | |
| 2.341 FIDELITY INTL INDX - INST PRM #2363 | 2020-05-05 | 2023-11-10 | $103 | $81 | $22 | $22 | |
| 3.278 FIDELITY SML CAP INS | 2020-05-05 | 2023-11-10 | $70 | $53 | $17 | $17 | |
| 1.427 FIDELITY EMRG MKT INS | 2022-03-16 | 2023-11-10 | $14 | $16 | -$2 | -$2 | |
| 9.673 JP MORGAN CORE BOND #3720 - CL I | 2020-05-05 | 2023-11-10 | $95 | $118 | -$23 | -$23 | |
| .211 VANGUARD INTL GROWTH FUND #581 - CL ADM | 2023-06-22 | 2023-11-10 | $20 | $22 | -$2 | -$2 | |
| 9.288 VANGUARD TOTAL BOND MKT INDEX FD #584 - CL ADM | 2021-01-04 | 2023-11-10 | $85 | $109 | -$24 | -$24 | |
| .943 VANGUARD SHORT-TERM CORP BD INDEX #1945 - CL ADM | 2023-08-16 | 2023-11-10 | $19 | $19 | |||
| .096 VANGUARD GROWTH INDEX FD #509 - CL ADM | 2023-06-22 | 2023-11-10 | $14 | $14 | |||
| .376 VANGUARD VALUE INDEX - ADM | 2022-09-27 | 2023-11-10 | $20 | $18 | $2 | $2 | |
| 1.753 WESTERN ASSET CORE PLUS BOND FD - CL S | 2021-07-27 | 2023-11-10 | $16 | $21 | -$5 | -$5 | |
| 77.103 VANGUARD SHORT-TERM CORP BD INDEX #1945 - CL ADM | 2023-08-16 | 2023-11-17 | $1,590 | $1,580 | $10 | $10 | |
| .25 VANGUARD GROWTH INDEX FD #509 - CL ADM | 2023-06-22 | 2023-11-27 | $38 | $36 | $2 | $2 | |
| CAPITAL GAIN DIVIDENDS | $979 | P | |||||
| CAPITAL GAIN DIVIDENDS | $979 | P | |||||
| CAPITAL GAIN DIVIDENDS | $979 | P | |||||
| CAPITAL GAIN DIVIDENDS | $979 | P | |||||
| CAPITAL GAIN DIVIDENDS | $979 | P | |||||
| CAPITAL GAIN DIVIDENDS | $979 | P | |||||
| CAPITAL GAIN DIVIDENDS | $979 | P | |||||
| CAPITAL GAIN DIVIDENDS | $979 | P | |||||
| CAPITAL GAIN DIVIDENDS | $979 | P | |||||
| CAPITAL GAIN DIVIDENDS | $979 | P | |||||
| CAPITAL GAIN DIVIDENDS | $979 | P | |||||
| CAPITAL GAIN DIVIDENDS | $979 | P | |||||
| CAPITAL GAIN DIVIDENDS | $979 | P | |||||
| CAPITAL GAIN DIVIDENDS | $979 | P | |||||
| CAPITAL GAIN DIVIDENDS | $979 | P | |||||
| CAPITAL GAIN DIVIDENDS | $979 | P | |||||
| CAPITAL GAIN DIVIDENDS | $979 | P | |||||
| CAPITAL GAIN DIVIDENDS | $979 | P | |||||
| CAPITAL GAIN DIVIDENDS | $979 | P | |||||
| CAPITAL GAIN DIVIDENDS | $979 | P | |||||
| CAPITAL GAIN DIVIDENDS | $979 | P | |||||
| CAPITAL GAIN DIVIDENDS | $979 | P | |||||
| CAPITAL GAIN DIVIDENDS | $979 | P | |||||
| CAPITAL GAIN DIVIDENDS | $979 | P | |||||
| CAPITAL GAIN DIVIDENDS | $979 | P | |||||
| CAPITAL GAIN DIVIDENDS | $979 | P | |||||
| CAPITAL GAIN DIVIDENDS | $979 | P | |||||
| CAPITAL GAIN DIVIDENDS | $979 | P | |||||
| CAPITAL GAIN DIVIDENDS | $979 | P | |||||
| CAPITAL GAIN DIVIDENDS | $979 | P | |||||
| CAPITAL GAIN DIVIDENDS | $979 | P | |||||
| CAPITAL GAIN DIVIDENDS | $979 | P | |||||
| CAPITAL GAIN DIVIDENDS | $979 | P | |||||
| CAPITAL GAIN DIVIDENDS | $979 | P | |||||
| CAPITAL GAIN DIVIDENDS | $979 | P | |||||
| CAPITAL GAIN DIVIDENDS | $979 | P | |||||
| CAPITAL GAIN DIVIDENDS | $979 | P | |||||
| CAPITAL GAIN DIVIDENDS | $979 | P | |||||
| CAPITAL GAIN DIVIDENDS | $979 | P | |||||
| CAPITAL GAIN DIVIDENDS | $979 | P | |||||
| CAPITAL GAIN DIVIDENDS | $979 | P | |||||
| CAPITAL GAIN DIVIDENDS | $979 | P | |||||
| CAPITAL GAIN DIVIDENDS | $979 | P | |||||
| CAPITAL GAIN DIVIDENDS | $979 | P | |||||
| CAPITAL GAIN DIVIDENDS | $979 | P | |||||
| CAPITAL GAIN DIVIDENDS | $979 | P | |||||
| CAPITAL GAIN DIVIDENDS | $979 | P | |||||
| CAPITAL GAIN DIVIDENDS | $979 | P | |||||
| CAPITAL GAIN DIVIDENDS | $979 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $537 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $17 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $17 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $17 | TaxBasedOnInvestmentIncomeAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $17 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIRST COMMONWEALTH BANK-TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8004593282 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 654 PHILADELPHIA STREET | AddressLine1Txt |
| City | INDIANA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15701 | 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIRST COMMONWEALTH BANK-TRUST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 654 PHILADELPHIA STREET | AddressLine1Txt |
| City | INDIANA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $2,500 | 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 | $85,133 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,500 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $88,633 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $88,633 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,329 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $87,304 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,365 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,365 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $17 | TotalTaxAmt |
| Distributable Before Adj | $4,348 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,348 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,348 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,030 | 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 | $5,030 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,348 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,063 | 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 | $5,030 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,063 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,967 | 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 | $381 | 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) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTMORELAND CO ASSN FOR THE BLIND | BusinessNameLine1Txt |
| Business Name Line2 | ATTN MS LAURIE BLEND | BusinessNameLine2Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 911 S MAIN STREET | AddressLine1Txt |
| City | GREENSBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 156014140 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL OPERATING PURPOSES | GrantOrContributionPurposeTxt |
| Amt | $3,025 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,025 | 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 | $2,193 | 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 | $537 | 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 | $2,807 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,807 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $1,005 | Amt |
| Disbursements Charitable Prps | $1,005 | DisbursementsCharitablePrpsAmt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIRST COMMONWEALTH BANK-TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | TRUSTEE FEES | ShortExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (6 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DODGE & COX INCOME FUND | $4,077 | $4,120 |
| FEDERATED #225 TOTAL RETURN BO | $5,178 | $4,681 |
| VANGUARD TOTAL BOND MKT INDEX | $9,609 | $9,100 |
| WESTERN ASSET CORE PLUS BOND F | $1,610 | $1,404 |
| JP MORGAN CORE BOND #3720 | $9,220 | $8,234 |
| VANGUARD SHORT-TERM CORP BD #1 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (15 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DFA US LARGE COMPANY PORT #512 | $27,017 | $33,344 |
| FIDELITY INTL INDX-INST PRM #2 | $7,788 | $9,173 |
| DFA EMERG MRKTS CORE EQ PORTFO | $1,204 | $1,230 |
| VANGUARD INTL GROWTH FUND #581 | $1,853 | $1,845 |
| FIDELITY SMALL CAP VALUE FD #3 | ||
| FULLER & THALER BEHAVIORAL SM- | $2,257 | $2,573 |
| FEDERATED INTERNATIONAL EQUITY | $1,744 | $1,858 |
| FIDELITY INTL INDX | ||
| FIDELITY EMRG MKT INS | $1,238 | $1,212 |
| FIDELITY SML CAP INS | $6,806 | $7,306 |
| VANGUARD GROWTH INHDEX FD #509 | $1,116 | $1,244 |
| GOLDMAN SACHS INT'L EQUITY INC | ||
| GOLDMAN SACHS US EQUITY DIV AN | ||
| VANGUARD DIVIDEND GROWTH F #57 | ||
| VANGUARD VALUE INDEX-ADM | $1,575 | $1,881 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2023 INCOME POSTED IN 2024 | $59 |
| ROC ADJUSTMENTS FROM SALES | $3 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Revenue And Expenses Per Books | $77 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2022 INCOME POSTED IN 2023 | $64 |
| ROUNDING | $2 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES ON QUALIFIED FOR | $21 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $6 | $0 | $0 |