MARTHA S MARKLE TRUST UW: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MARTHA S MARKLE TRUST UW (EIN 25-6306153)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-06
- IRS object ID
- 202511269349103346
- Schema version
- 2024v5.1
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-06T16:01:22-04:00 | 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 | 155 N WACKER DR | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | 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 | 256306153 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARTHA S MARKLE TUW | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARK | BusinessNameControlTxt |
| Phone | 8142315401 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE FNB BLVD 3RD FLOOR | AddressLine1Txt |
| City | HERMITAGE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 16148 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FIRST NATIONAL TRUST COMPANY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8142315401 | PhoneNum |
| Signature | 2025-04-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SANDRA MURPHY | PreparerPersonNm |
| PTIN | P01252209 | PTIN |
| Phone | 3128792000 | PhoneNum |
| Preparation | 2025-04-23 | 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 | $116,499 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $2,615 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,615 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,106 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $22,655 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,106 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $6,721 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,721 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $2,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $1,250 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,250 | 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 | $715 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $358 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $358 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $106 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $14 | 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 | $3,321 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,622 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,608 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,638 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,638 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,959 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,622 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,246 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,238 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,099 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,906 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,223 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,223 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $37,092 | CorporateStockBOYAmt |
| Corporate Stock EOY | $35,503 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $43,744 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $62,598 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $61,597 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $69,532 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $101,596 | TotalAssetsBOYAmt |
| Total Assets EOY | $100,323 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $116,499 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $101,596 | CapitalStockBOYAmt |
| Capital Stock EOY | $100,323 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $101,596 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $100,323 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $101,596 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $100,323 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $101,596 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,238 | ExcessRevenueOverExpensesAmt |
| Other Increases | $76 | OtherIncreasesAmt |
| Subtotal | $100,434 | SubtotalAmt |
| Other Decreases | $111 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $100,323 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (50 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 8.445 FIDELITY INTERNATIONAL INDEX FUND INSTITUTIONAL PREMIUM CLASS #2 | 2018-07-16 | 2024-02-15 | $403 | $358 | $45 | $45 | |
| 11. ISHARES TR S&P SMLCAP 600 | 2023-06-14 | 2024-02-15 | $1,194 | $1,084 | $110 | $110 | |
| 9.047 MFS INTERNATIONAL EQUITY FUND CL R6 #403 | 2022-03-15 | 2024-02-15 | $300 | $261 | $39 | $39 | |
| 21. SPDR S&P 400 GROWTH | 2023-06-14 | 2024-02-15 | $1,690 | $1,474 | $216 | $216 | |
| 48. SPDR S&P 400 GROWTH | 2022-06-10 | 2024-02-15 | $3,862 | $3,126 | $736 | $736 | |
| 65.782 VANGUARD MID-CAP VALUE INDEX FUND ADMIRAL SHARES #5835 | 2018-04-17 | 2024-02-15 | $4,987 | $3,898 | $1,089 | $1,089 | |
| 2.506 VANGUARD 500 INDEX FUND ADMIRAL SHARES #540 | 2020-01-06 | 2024-02-15 | $1,165 | $751 | $414 | $414 | |
| 6.717 FIDELITY INTERNATIONAL INDEX FUND INSTITUTIONAL PREMIUM CLASS #2 | 2018-09-18 | 2024-05-31 | $341 | $284 | $57 | $57 | |
| 3. ISHARES TR S&P SMLCAP 600 | 2023-06-14 | 2024-05-31 | $327 | $296 | $31 | $31 | |
| 7.811 MFS INTERNATIONAL EQUITY FUND CL R6 #403 | 2022-03-15 | 2024-05-31 | $274 | $226 | $48 | $48 | |
| 1. SPDR GOLD TRUST GOLD SHS | 2023-06-14 | 2024-05-31 | $215 | $181 | $34 | $34 | |
| 12. SPDR S&P 500 GROWTH | 2023-11-15 | 2024-05-31 | $888 | $748 | $140 | $140 | |
| 1. SPDR S&P 500 GROWTH | 2024-02-15 | 2024-05-31 | $74 | $71 | $3 | $3 | |
| 12. SPDR S&P 500 VALUE | 2023-11-15 | 2024-05-31 | $587 | $523 | $64 | $64 | |
| 4. SPDR S&P 500 VALUE | 2024-02-15 | 2024-05-31 | $196 | $191 | $5 | $5 | |
| 5. SPDR S&P 400 MID CAP | 2024-02-15 | 2024-05-31 | $260 | $250 | $10 | $10 | |
| 4.922 THRIVENT MID CAP STOCK FUND CLASS S #51 | 2024-02-15 | 2024-05-31 | $179 | $176 | $3 | $3 | |
| 1.947 VANGUARD 500 INDEX FUND ADMIRAL SHARES #540 | 2020-01-06 | 2024-05-31 | $950 | $583 | $367 | $367 | |
| 5.33 FIDELITY SHORT-TERM TREASURY BOND INDEX FD INSTITUTIONAL PREMIUM | 2021-06-21 | 2024-06-25 | $54 | $57 | -$3 | -$3 | |
| 109.451 FIDELITY SHORT-TERM TREASURY BOND INDEX FD INSTITUTIONAL PREMI | 2021-06-21 | 2024-06-25 | $1,107 | $1,170 | -$63 | -$63 | |
| 5.983 FIDELITY INTERNATIONAL INDEX FUND INSTITUTIONAL PREMIUM CLASS #2 | 2023-06-14 | 2024-08-19 | $311 | $277 | $34 | $34 | |
| 13. SPDR S&P 500 GROWTH | 2023-11-15 | 2024-08-19 | $1,051 | $810 | $241 | $241 | |
| 24. SPDR S&P 500 VALUE | 2023-11-15 | 2024-08-19 | $1,229 | $1,046 | $183 | $183 | |
| 22.999 THRIVENT MID CAP STOCK FUND CLASS S #51 | 2024-02-15 | 2024-08-19 | $848 | $824 | $24 | $24 | |
| 29.421 THRIVENT MID CAP STOCK FUND CLASS S #51 | 2024-02-15 | 2024-12-04 | $1,192 | $1,054 | $138 | $138 | |
| CAPITAL GAIN DIVIDENDS | $78 | P | |||||
| CAPITAL GAIN DIVIDENDS | $78 | P | |||||
| CAPITAL GAIN DIVIDENDS | $78 | P | |||||
| CAPITAL GAIN DIVIDENDS | $78 | P | |||||
| CAPITAL GAIN DIVIDENDS | $78 | P | |||||
| CAPITAL GAIN DIVIDENDS | $78 | P | |||||
| CAPITAL GAIN DIVIDENDS | $78 | P | |||||
| CAPITAL GAIN DIVIDENDS | $78 | P | |||||
| CAPITAL GAIN DIVIDENDS | $78 | P | |||||
| CAPITAL GAIN DIVIDENDS | $78 | P | |||||
| CAPITAL GAIN DIVIDENDS | $78 | P | |||||
| CAPITAL GAIN DIVIDENDS | $78 | P | |||||
| CAPITAL GAIN DIVIDENDS | $78 | P | |||||
| CAPITAL GAIN DIVIDENDS | $78 | P | |||||
| CAPITAL GAIN DIVIDENDS | $78 | P | |||||
| CAPITAL GAIN DIVIDENDS | $78 | P | |||||
| CAPITAL GAIN DIVIDENDS | $78 | P | |||||
| CAPITAL GAIN DIVIDENDS | $78 | P | |||||
| CAPITAL GAIN DIVIDENDS | $78 | P | |||||
| CAPITAL GAIN DIVIDENDS | $78 | P | |||||
| CAPITAL GAIN DIVIDENDS | $78 | P | |||||
| CAPITAL GAIN DIVIDENDS | $78 | P | |||||
| CAPITAL GAIN DIVIDENDS | $78 | P | |||||
| CAPITAL GAIN DIVIDENDS | $78 | P | |||||
| CAPITAL GAIN DIVIDENDS | $78 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,106 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $71 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $71 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $71 | 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 | $71 | 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 |
| 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 NATIONAL TRUST COMPANY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8142315401 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE FNB BLVD 3RD FLOOR | AddressLine1Txt |
| City | HERMITAGE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 16148 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 NATIONAL TRUST COMPANY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE FNB BLVD 3RD FLOOR | AddressLine1Txt |
| City | HERMITAGE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 16148 | 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 | $111,065 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,834 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $114,899 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $114,899 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,723 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $113,176 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,659 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,659 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $71 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $71 | TotalTaxAmt |
| Distributable Before Adj | $5,588 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,588 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,588 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,246 | 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 | $6,246 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,588 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $630 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $228 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,566 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,288 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,713 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,246 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,588 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $658 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,371 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $630 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,741 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $228 | ExcessFromYear4Amt |
| Excess From Year3 | $1 | ExcessFromYear3Amt |
| Excess From Year2 | $1,566 | ExcessFromYear2Amt |
| Excess From Year1 | $1,288 | ExcessFromYear1Amt |
| Excess From Current Year | $658 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | TRINITY UNITED CHURCH OF CHRIST | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 378 HUBLERSBURG ROAD | AddressLine1Txt |
| City | BELLEFONTE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 16823 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | PROGRAM SUPPORT | GrantOrContributionPurposeTxt |
| Amt | $4,638 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,638 | 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 | $2,615 | 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 | $4,106 | 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 | $6,721 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,721 | 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 | $715 | Amt |
| Net Investment Income | $358 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $358 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME MUTUAL FUNDS | BondNm |
| EOY Book Value | $61,597 | EOYBookValueAmt |
| EOYFMV | $69,532 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITY MUTUAL FUNDS | StockNm |
| EOY Book Value | $35,503 | EOYBookValueAmt |
| EOYFMV | $43,744 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2024 TRANS POSTED IN 2025 | $109 |
| ROUNDING | $2 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2024 TRANS POSTED IN 2023 | Desc |
| Amt | $76 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $92 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $12 | $12 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $2 | $2 | $0 |