GEORGE & MARJORIE OWENS IRREV TR AGRMT FBO OWENS FAMILY FDN: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- GEORGE & MARJORIE OWENS IRREV TR AGRMT FBO OWENS FAMILY FDN (EIN 25-6865026)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-02
- IRS object ID
- 202501229349100865
- Schema version
- 2024v5.0
- 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
- Other Decreases Schedule
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-02T09:01:27-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | 500 FIRST AVE P7-PFSC-03-Z | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | 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 | 2025-03-12 | 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 | 2025-03-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,767,335 | 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 | $39,604 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $39,576 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $76,124 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $317,448 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $76,124 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $215,728 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $115,700 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $11,233 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $6,740 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $4,493 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,226 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $602 | 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 | $12,459 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,342 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,493 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $60,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $60,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $72,459 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,342 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $64,493 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $143,269 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $108,358 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $139,847 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $225,588 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $225,588 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $1,220,330 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,278,301 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,541,747 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,360,177 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,503,889 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,767,335 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,360,177 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,503,889 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,360,177 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,503,889 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,360,177 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,503,889 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,360,177 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $143,269 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,907 | OtherIncreasesAmt |
| Subtotal | $1,505,353 | SubtotalAmt |
| Other Decreases | $1,464 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,503,889 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (52 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 67.39 BAIRD MIDCAP INST | 2023-12-20 | 2024-01-23 | $1,652 | $1,617 | $35 | $35 | |
| 1099.138 BAIRD MIDCAP INST | 2016-04-06 | 2024-01-23 | $26,940 | $17,770 | $9,170 | $9,170 | |
| 1. INVESCO QQQ TRUST ETF | 2023-12-20 | 2024-01-23 | $422 | $409 | $13 | $13 | |
| 51. INVESCO QQQ TRUST ETF | 2020-08-26 | 2024-01-23 | $21,519 | $14,114 | $7,405 | $7,405 | |
| 12. ISHARES CORE S&P SMALL CAP ETF | 2023-05-22 | 2024-01-23 | $1,277 | $1,131 | $146 | $146 | |
| 6. ISHARES CORE S&P SMALL CAP ETF | 2023-12-20 | 2024-01-23 | $639 | $649 | -$10 | -$10 | |
| 246. ISHARES CORE S&P SMALL CAP ETF | 2020-04-27 | 2024-01-23 | $26,179 | $14,927 | $11,252 | $11,252 | |
| 50.141 JENSEN QUALITY GROWTH-Y | 2023-12-20 | 2024-01-23 | $3,018 | $2,920 | $98 | $98 | |
| 312.214 JENSEN QUALITY GROWTH-Y | 2019-03-28 | 2024-01-23 | $18,792 | $15,370 | $3,422 | $3,422 | |
| 66.469 MFS VALUE FUND-R6 | 2023-12-20 | 2024-01-23 | $3,147 | $3,067 | $80 | $80 | |
| 389.42 MFS VALUE FUND-R6 | 2011-11-02 | 2024-01-23 | $18,439 | $8,624 | $9,815 | $9,815 | |
| 141.532 NUANCE MID CAP VALUE-Z | 2023-03-02 | 2024-01-23 | $1,752 | $1,768 | -$16 | -$16 | |
| 145.179 NUANCE MID CAP VALUE-Z | 2023-12-20 | 2024-01-23 | $1,797 | $1,800 | -$3 | -$3 | |
| 1978.303 NUANCE MID CAP VALUE-Z | 2022-02-28 | 2024-01-23 | $24,491 | $26,655 | -$2,164 | -$2,164 | |
| 54.15 PRINCIPAL MIDCAP FUND-R6 | 2023-12-20 | 2024-01-23 | $2,103 | $2,034 | $69 | $69 | |
| 876.905 PRINCIPAL MIDCAP FUND-R6 | 2020-08-26 | 2024-01-23 | $34,050 | $28,452 | $5,598 | $5,598 | |
| 53.293 T ROWE PRICE VALUE FUND-I | 2023-12-20 | 2024-01-23 | $2,236 | $2,182 | $54 | $54 | |
| 459.794 T ROWE PRICE VALUE FUND-I | 2013-08-28 | 2024-01-23 | $19,288 | $14,172 | $5,116 | $5,116 | |
| 5.899 TRIBUTARY SMALL COMPANY FD INST PLUS FD 1705 | 2023-03-02 | 2024-01-23 | $172 | $167 | $5 | $5 | |
| 69.97 TRIBUTARY SMALL COMPANY FD INST PLUS FD 1705 | 2023-12-20 | 2024-01-23 | $2,040 | $2,043 | -$3 | -$3 | |
| 886.296 TRIBUTARY SMALL COMPANY FD INST PLUS FD 1705 | 2022-02-28 | 2024-01-23 | $25,836 | $26,916 | -$1,080 | -$1,080 | |
| .001 T ROWE PRICE VALUE FUND-I | 2016-01-11 | 2024-01-25 | |||||
| 619.852 WASATCH INTL OPPORTUNIT-INST | 2023-09-25 | 2024-08-20 | $2,002 | $1,813 | $189 | $189 | |
| 6282.712 WASATCH INTL OPPORTUNIT-INST | 2016-05-26 | 2024-08-20 | $20,293 | $18,569 | $1,724 | $1,724 | |
| 49. ISHARES MSCI USA MIN VOL FACTOR ETF | 2023-12-20 | 2024-11-19 | $4,459 | $3,788 | $671 | $671 | |
| 410. ISHARES MSCI USA MIN VOL FACTOR ETF | 2023-09-25 | 2024-11-19 | $37,313 | $30,367 | $6,946 | $6,946 | |
| CAPITAL GAIN DIVIDENDS | $17,592 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,592 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,592 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,592 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,592 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,592 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,592 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,592 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,592 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,592 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,592 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,592 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,592 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,592 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,592 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,592 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,592 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,592 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,592 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,592 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,592 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,592 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,592 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,592 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,592 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,592 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $76,124 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,506 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,506 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,506 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $534 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $534 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $972 | 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 | 500 FIRST AVE P7-PFSC-03-Z | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | 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 | ||||||
| 500 FIRST AVE P7-PFSC-03-Z | PITTSBURGH | PA | 15219 | TRUSTEE | 3 | $11,233 |
| 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 | $1,677,734 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,677,734 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,677,734 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $25,166 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,652,568 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $82,628 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $82,628 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,506 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,506 | TotalTaxAmt |
| Distributable Before Adj | $81,122 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $81,122 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $81,122 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $64,493 | 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 | $64,493 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $81,122 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $57,741 | 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 | $64,493 | QualifyingDistributionsAmt |
| Applied To Year1 | $57,741 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,752 | 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 | $74,370 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| CHRISTIAN CAMPS OF PITTSBURGH INC | ||||||||
| 111 LAKE GLORIA RD | BOSWELL | PA | 15531 | NONE | PC | GENERAL SUPPORT / CITICIDZ | $20,000 | |
| GOLDEN RETRIEVER FOUNDATION | ||||||||
| 24313 SE 34TH PL | SAINT LOUIS | MO | 98029 | NONE | PC | ZEKES CANCER RESEARCH FUND | $2,500 | |
| AMANDA RAE LOREE FOUNDATION INC | ||||||||
| 56 OLDE PINE LN | WALLINGFORD | VT | 05773 | NONE | PC | GENERAL SUPPORT | $20,000 | |
| COTTONWOOD HEIGHTS POLICE DEPARTMENT | ||||||||
| 2469 E FORT UNION BLVD STE 200 | SALT LAKE CITY | UT | 84121 | NONE | PC | GENERAL SUPPORT | $12,500 | HONORARY COLONELS ASSOC |
| UTAH OPEN LANDS CONSERVATION | ||||||||
| 1488 S MAIN ST | SALT LAKE CITY | UT | 84115 | NONE | PC | GENERAL SUPPORT | $5,000 | ASSOCIATION INC |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $60,000 | 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 | $39,604 | 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 | $76,124 | 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 | $115,728 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $115,728 | 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 | 500 FIRST AVENUE | AddressLine2Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | 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 |
|---|---|---|---|
| 317609295 SEAFARER OVERSEAS GR | AT COST | $41,691 | $41,223 |
| 461418444 WCM FOCUSED INTL GRO | AT COST | $49,194 | $61,378 |
| 464287200 ISHARES CORE S&P 500 | AT COST | $483,847 | $720,544 |
| 464287804 ISHARES CORE S&P SMA | |||
| 476313408 JENSEN QUALITY GROWT | |||
| 936793686 WASATCH INTL OPPORTU | |||
| 46090E103 INVESCO QQQ TRUST ET | |||
| 74256W584 PRINCIPAL MIDCAP FUN | |||
| 97717X669 WISDOMTREE U.S. QUAL | AT COST | $53,616 | $66,848 |
| 057071813 BAIRD MIDCAP INST | |||
| 057071854 BAIRD AGGREGATE BOND | AT COST | $92,350 | $88,232 |
| 09260B309 BLACKROCK CORE BOND | AT COST | $97,932 | $87,529 |
| 413838566 OAKMARK INTL SM CAP- | AT COST | $15,405 | $20,428 |
| 543069405 LONGLEAF PARTNERS FD | AT COST | $37,049 | $31,551 |
| 55273H353 MFS VALUE FUND-R6 | |||
| 779578301 T ROWE PRICE VALUE F | |||
| 00770X675 PZENA EMERG MKTS VAL | AT COST | $29,636 | $33,258 |
| 56167N712 NUANCE MID CAP VALUE | |||
| 89154M702 TOUCHSTONE SANDS EM | AT COST | $32,552 | $33,708 |
| 89609H704 TRIBUTARY SMALL COMP | |||
| 25434V807 DIMENSIONAL INTERNAT | AT COST | $31,303 | $33,812 |
| 31428Q739 FEDERATED TOTAL RETU | AT COST | $21,458 | $21,101 |
| 46429B267 ISHARES U S TREASURY | AT COST | $42,937 | $42,996 |
| 46429B697 ISHARES MSCI USA MIN | |||
| 46434V456 ISHARES MSCI INTL QU | AT COST | $56,231 | $57,722 |
| 74440B884 PRUDENTIAL TOTAL RET | AT COST | $21,112 | $21,233 |
| 00769G535 LSV SMALL CAP FUND-I | AT COST | $28,526 | $29,810 |
| 04314H576 ARTISAN INTL SM/MID- | AT COST | $22,226 | $20,792 |
| 42588P809 HENNESSY FOCUS FUND | AT COST | $28,526 | $29,306 |
| 674375878 OBERWEIS SMALL CAP O | AT COST | $28,526 | $32,735 |
| 74441C881 PGIM JENN M/C GROW-R | AT COST | $32,092 | $34,191 |
| 89155H389 TOUCHSTONE MIDCAP VA | AT COST | $32,092 | $33,350 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2024 TRANSACTIONS POSTED IN 2025 | $1,323 |
| COST BASIS ADJUSTMENT - PRIOR YEAR ROC | $141 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2023 TRANSACTIONS POSTED IN 2024 | $1,902 |
| ROUNDING | $5 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | M W OWENS 2004 CHARITABLE TRUST | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O PNC BANK | AddressLine1Txt |
| Address Line2 | 500 FIRST AVENUE | AddressLine2Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $90 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $534 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $468 | $468 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $134 | $134 | $0 |