GEORGE & MARJORIE OWENS IRREV TR AGRMT FBO OWENS FAMILY FDN: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- GEORGE & MARJORIE OWENS IRREV TR AGRMT FBO OWENS FAMILY FDN (EIN 25-6865026)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-04-17
- IRS object ID
- 202321089349100802
- Schema version
- 2022v5.0
- 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 Expenses Schedule
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-04-17T23:00:37-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 | 2023-04-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JASON BELOT | PreparerPersonNm |
| PTIN | P00183464 | PTIN |
| Phone | 3302555814 | PhoneNum |
| Preparation | 2023-04-12 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | 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 | $1,321,488 | 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 | $21,223 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $21,092 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $20,423 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $278,269 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $20,423 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $141,646 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $41,515 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $10,266 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $9,239 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,027 | 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 | $1,227 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $360 | 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 |
| Other Expenses Rev And Expnss | $1,300 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $1,300 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,793 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,599 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,327 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,110 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,110 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $13,903 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,599 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,437 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $127,743 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $31,916 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $272,256 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $319,770 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $319,770 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $894,608 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $975,079 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,001,718 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,166,864 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,294,849 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,321,488 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,166,864 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,294,849 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,166,864 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,294,849 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,166,864 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,294,849 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,166,864 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $127,743 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,990 | OtherIncreasesAmt |
| Subtotal | $1,296,597 | SubtotalAmt |
| Other Decreases | $1,748 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,294,849 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (104 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 24.858 CAMBIAR INTL EQUITY FUND-INS | 2021-08-23 | 2022-02-28 | $637 | $711 | -$74 | -$74 | |
| 97.863 BAIRD MIDCAP INST | 2021-12-28 | 2022-02-28 | $2,420 | $2,880 | -$460 | -$460 | |
| 109.888 BAIRD AGGREGATE BOND FUND FD 72 | 2020-08-26 | 2022-02-28 | $1,202 | $1,303 | -$101 | -$101 | |
| 272.396 BLACKROCK CORE BOND PORTFOLIO CL INSTL FUND 332 | 2021-08-23 | 2022-02-28 | $2,561 | $2,715 | -$154 | -$154 | |
| 178. FIDELITY REAL ESTATE ETF ETF | 2021-08-23 | 2022-02-28 | $5,450 | $5,668 | -$218 | -$218 | |
| 442. FIDELITY REAL ESTATE ETF ETF | 2020-04-27 | 2022-02-28 | $13,534 | $10,147 | $3,387 | $3,387 | |
| 202.85 SEAFARER OVERSEAS GROWTH & INCOME INSTL CLASS | 2021-08-23 | 2022-02-28 | $2,625 | $3,039 | -$414 | -$414 | |
| 42.597 SEAFARER OVERSEAS GROWTH & INCOME INSTL CLASS | 2021-02-09 | 2022-02-28 | $551 | $656 | -$105 | -$105 | |
| 97.005 OAKMARK INTL SM CAP-R6 | 2021-12-28 | 2022-02-28 | $1,769 | $1,909 | -$140 | -$140 | |
| 80.601 OAKMARK INTL SM CAP-R6 | 2019-05-29 | 2022-02-28 | $1,470 | $1,126 | $344 | $344 | |
| 13. ISHARES TR S&P 500 INDEX FD | 2021-08-23 | 2022-02-28 | $5,677 | $5,839 | -$162 | -$162 | |
| 14. ISHARES BARCLAYS 7-10 YR TREAS BOND ETF | 2020-08-26 | 2022-02-28 | $1,564 | $1,701 | -$137 | -$137 | |
| 16. ISHARES TR S&P SMLCAP 600 | 2021-08-23 | 2022-02-28 | $1,717 | $1,755 | -$38 | -$38 | |
| 41. ISHARES TR S&P SMLCAP 600 | 2020-04-27 | 2022-02-28 | $4,399 | $2,488 | $1,911 | $1,911 | |
| 65. ISHARES CORE MSCI EAFE ETF ETF | 2021-08-23 | 2022-02-28 | $4,521 | $4,947 | -$426 | -$426 | |
| 49.225 LONGLEAF PARTNERS FDS TR INTL FD | 2021-03-23 | 2022-02-28 | $782 | $919 | -$137 | -$137 | |
| 1.165 MFS VALUE FUND-R6 | 2021-12-28 | 2022-02-28 | $59 | $63 | -$4 | -$4 | |
| 34.021 MFS VALUE FUND-R6 | 2011-11-02 | 2022-02-28 | $1,736 | $1,115 | $621 | $621 | |
| 118.148 PIMCO INCOME FUND CLASS INS | 2021-02-09 | 2022-02-28 | $1,353 | $1,438 | -$85 | -$85 | |
| 44.059 T ROWE PR GROWTH STOCK-I | 2021-12-28 | 2022-02-28 | $3,960 | $4,728 | -$768 | -$768 | |
| 231.32 T ROWE PR GROWTH STOCK-I | 2013-10-07 | 2022-02-28 | $20,791 | $11,419 | $9,372 | $9,372 | |
| 30.203 PRINCIPAL MIDCAP FUND-R6 | 2021-12-28 | 2022-02-28 | $1,088 | $1,260 | -$172 | -$172 | |
| 67.669 PRINCIPAL MIDCAP FUND-R6 | 2020-08-26 | 2022-02-28 | $2,437 | $2,197 | $240 | $240 | |
| 47.199 T ROWE PRICE VALUE FUND-I | 2021-12-28 | 2022-02-28 | $2,121 | $2,249 | -$128 | -$128 | |
| 166.165 WESTERN ASSET CORE PLUS BOND FUND CLASS IS | 2020-12-29 | 2022-02-28 | $1,869 | $2,080 | -$211 | -$211 | |
| 506. WISDOMTREE U.S. QUALITY DIVI ETF | 2020-08-26 | 2022-02-28 | $31,212 | $25,421 | $5,791 | $5,791 | |
| 48.979 CAMBIAR INTL EQUITY FUND-INS | 2021-12-28 | 2022-09-16 | $1,020 | $1,359 | -$339 | -$339 | |
| 1020.135 CAMBIAR INTL EQUITY FUND-INS | 2016-12-20 | 2022-09-16 | $21,249 | $24,394 | -$3,145 | -$3,145 | |
| 840.968 SEAFARER OVERSEAS GROWTH & INCOME INSTL CLASS | 2021-03-23 | 2022-09-16 | $9,478 | $12,552 | -$3,074 | -$3,074 | |
| 705.411 TOUCHSTONE SANDS EM GR-R6 | 2021-03-23 | 2022-09-16 | $9,283 | $15,288 | -$6,005 | -$6,005 | |
| 76.803 BAIRD MIDCAP INST | 2021-12-28 | 2022-10-19 | $1,560 | $2,260 | -$700 | -$700 | |
| 52.376 BAIRD MIDCAP INST | 2018-03-19 | 2022-10-19 | $1,064 | $1,067 | -$3 | -$3 | |
| 12. ISHARES TR S&P SMLCAP 600 | 2020-04-27 | 2022-10-19 | $1,097 | $728 | $369 | $369 | |
| 14. ISHARES MSCI EAFE VALUE ETF | 2022-09-16 | 2022-10-19 | $555 | $588 | -$33 | -$33 | |
| 25. ISHARES CORE MSCI EAFE ETF ETF | 2021-12-28 | 2022-10-19 | $1,341 | $1,875 | -$534 | -$534 | |
| 799. ISHARES CORE MSCI EAFE ETF ETF | 2020-04-27 | 2022-10-19 | $42,866 | $47,470 | -$4,604 | -$4,604 | |
| 19.101 JENSEN QUALITY GROWTH-Y | 2022-02-28 | 2022-10-19 | $1,008 | $1,150 | -$142 | -$142 | |
| 48.249 JENSEN QUALITY GROWTH-Y | 2020-12-29 | 2022-10-19 | $2,546 | $2,659 | -$113 | -$113 | |
| 4.447 LAZARD US CONCENTRATED-INST | 2022-02-28 | 2022-10-19 | $66 | $80 | -$14 | -$14 | |
| 20.322 LONGLEAF PARTNERS FDS TR INTL FD | 2021-03-23 | 2022-10-19 | $240 | $379 | -$139 | -$139 | |
| 83.546 MFS VALUE FUND-R6 | 2011-11-02 | 2022-10-19 | $3,844 | $1,850 | $1,994 | $1,994 | |
| 122.918 PIMCO INCOME FUND CLASS INS | 2021-02-09 | 2022-10-19 | $1,251 | $1,467 | -$216 | -$216 | |
| 340.693 T ROWE PR GROWTH STOCK-I | 2013-10-07 | 2022-10-19 | $22,435 | $15,961 | $6,474 | $6,474 | |
| 16.05 PRINCIPAL MIDCAP FUND-R6 | 2020-08-26 | 2022-10-19 | $482 | $521 | -$39 | -$39 | |
| 51.208 T ROWE PRICE VALUE FUND-I | 2021-12-28 | 2022-10-19 | $2,024 | $2,440 | -$416 | -$416 | |
| 20.068 T ROWE PRICE VALUE FUND-I | 2013-08-01 | 2022-10-19 | $793 | $668 | $125 | $125 | |
| 128.838 TRIBUTARY SMALL COMPANY FD INST PLUS FD 1705 | 2022-02-28 | 2022-10-19 | $3,730 | $4,142 | -$412 | -$412 | |
| 1349.762 WESTERN ASSET CORE PLUS BOND FUND CLASS IS | 2020-08-26 | 2022-10-19 | $12,026 | $16,735 | -$4,709 | -$4,709 | |
| 60.392 PZENA EMERG MKTS VALUE-INST | 2022-09-16 | 2022-11-21 | $629 | $627 | $2 | $2 | |
| 115.112 OAKMARK INTL SM CAP-R6 | 2022-11-04 | 2022-11-21 | $1,853 | $1,703 | $150 | $150 | |
| 7.903 OAKMARK INTL SM CAP-R6 | 2019-05-29 | 2022-11-21 | $127 | $110 | $17 | $17 | |
| 1. INVESCO QQQ TRUST ETF | 2022-02-28 | 2022-11-21 | $282 | $345 | -$63 | -$63 | |
| CAPITAL GAIN DIVIDENDS | $18,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,197 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $20,423 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $444 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $444 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $444 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $834 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $834 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $390 | OverpaymentAmt |
| Applied To ES Tax | $390 | 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 NA | ||||||
| 116 Allegheny Center Mall | Pittsburgh | PA | 15212 | TRUSTEE | 2 | $10,266 |
| 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 | $1,296,344 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,296,344 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,296,344 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $19,445 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,276,899 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $63,845 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $63,845 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $444 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $444 | TotalTaxAmt |
| Distributable Before Adj | $63,401 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $63,401 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $63,401 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,437 | 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 | $3,437 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $63,401 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,110 | 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 | $3,437 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,110 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,327 | 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 | $61,074 | 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
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUMANE SOCIETY OF VERO BEACH | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6174 NORTH A1A | AddressLine1Txt |
| City | VERO BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32963 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL SUPPORT | GrantOrContributionPurposeTxt |
| Amt | $1,110 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,110 | 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 | $21,223 | 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 | $20,423 | 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 | $41,646 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $41,646 | 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 | 152129938 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $100,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (39 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 57071813 BAIRD MIDCAP INST | |||
| 57071854 BAIRD AGGREGATE BOND | |||
| 316092857 FIDELITY REAL ESTATE | AT COST | $25,510 | $28,259 |
| 317609295 SEAFARER OVERSEAS GR | AT COST | $32,080 | $31,081 |
| 413838657 OAKMARK INTL SM CAP- | |||
| 461418444 WCM FOCUSED INTL GRO | AT COST | $42,906 | $49,178 |
| 464287200 ISHARES CORE S&P 500 | AT COST | $167,016 | $194,026 |
| 464287440 ISHARES BARCLAYS 7-1 | AT COST | $36,720 | $31,416 |
| 464287804 ISHARES CORE S&P SMA | AT COST | $16,759 | $25,080 |
| 476313408 JENSEN QUALITY GROWT | AT COST | $60,443 | $66,177 |
| 552983694 MFS VALUE FUND CLASS | |||
| 741479109 T ROWE PRICE GROWTH | |||
| 779578103 T ROWE PRICE VALUE F | |||
| 936793686 WASATCH INTL OPPORTU | AT COST | $31,765 | $27,152 |
| 957663503 WESTERN ASSET CORE P | |||
| 46090E103 INVESCO QQQ TRUST ET | AT COST | $32,124 | $29,823 |
| 00769G543 CAMBIAR INTL EQUITY | |||
| 46432F842 ISHARES CORE MSCI EA | |||
| 52106N459 LAZARD GLOBAL LISTED | |||
| 72201F490 PIMCO INCOME FUND CL | AT COST | $22,693 | $20,934 |
| 74256W584 PRINCIPAL MIDCAP FUN | AT COST | $30,837 | $29,634 |
| 89154Q562 TOUCHSTONE SANDS EM | |||
| 94987W794 WELLS FARGO CORE BON | |||
| 97717X669 WISDOMTREE U.S. QUAL | |||
| 057071813 BAIRD MIDCAP INST | AT COST | $22,171 | $27,473 |
| 057071854 BAIRD AGGREGATE BOND | AT COST | $36,186 | $31,714 |
| 09260B309 BLACKROCK CORE BOND | AT COST | $72,854 | $63,408 |
| 413838566 OAKMARK INTL SM CAP- | AT COST | $21,220 | $26,875 |
| 543069405 LONGLEAF PARTNERS FD | AT COST | $32,210 | $24,395 |
| 55273H353 MFS VALUE FUND-R6 | AT COST | $21,851 | $44,256 |
| 741479406 T ROWE PR GROWTH STO | |||
| 779578301 T ROWE PRICE VALUE F | AT COST | $40,743 | $47,735 |
| 957663669 WESTERN ASSET CORE P | AT COST | $51,780 | $42,157 |
| 00770X675 PZENA EMERG MKTS VAL | AT COST | $23,073 | $24,044 |
| 464288877 ISHARES MSCI EAFE VA | AT COST | $22,350 | $24,362 |
| 52106N616 LAZARD US CONCENTRAT | AT COST | $32,397 | $26,998 |
| 56167N712 NUANCE MID CAP VALUE | AT COST | $30,476 | $26,971 |
| 89154M702 TOUCHSTONE SANDS EM | AT COST | $26,200 | $23,659 |
| 89609H704 TRIBUTARY SMALL COMP | AT COST | $42,715 | $34,911 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (5 entries)
| DescDesc | AmtAmt |
|---|---|
| 2020 TRANSACTION POSTED IN 2021 | $1,469 |
| ADJUSTMENT TO INCOME | $2 |
| RETURN OF CAPITAL ADJUSTMENT | $2 |
| PY ROC BASIS ADJ | $211 |
| WASH SALES | $64 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER NON-ALLOCABLE EXPENSE - | Desc |
| Revenue And Expenses Per Books | $1,300 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,300 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| 2021 TRANSACTION POSTED IN 2022 | $837 |
| ROUNDING | $3 |
| PRIOR PERIOD ADJUSTMENT | $1,150 |
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 | 116 ALLEGHENY CENTER MALL | AddressLine2Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152129938 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $33 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $834 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $294 | $294 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $66 | $66 | $0 |