WESTMORELAND BLIND ASSN TUW: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- WESTMORELAND BLIND ASSN TUW (EIN 25-6185274)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-04
- IRS object ID
- 202321249349100617
- 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
- Accounting Fees Schedule
- Compensation Explanation
- 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 | 2023-05-04T13:00:31-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010604131 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRUST PROCESSING SOLUTIONS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 894 | AddressLine1Txt |
| City | MILFORD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 451500894 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 256185274 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTMORELAND BLIND ASSN TUW XXX-XX-XXXX | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WEST | BusinessNameControlTxt |
| Phone | 8004593282 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 654 PHILADELPHIA STREET | AddressLine1Txt |
| City | INDIANA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15701 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS E REISDORF | PersonNm |
| Person Title | SVP TRUST | PersonTitleTxt |
| Phone | 8004593282 | PhoneNum |
| Signature | 2023-04-21 | 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 | STEPHEN GRAEF | PreparerPersonNm |
| PTIN | P01708348 | PTIN |
| Phone | 5137748805 | PhoneNum |
| Preparation | 2023-04-21 | 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 | $85,853 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,765 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,764 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,962 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $67,026 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,962 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $6,727 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,726 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $2,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $1,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,005 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,005 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $336 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $3,841 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,500 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,005 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,733 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,733 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,574 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,500 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,738 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,847 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,226 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,771 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,074 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,074 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $55,792 | CorporateStockBOYAmt |
| Corporate Stock EOY | $56,201 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $57,150 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $30,136 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $30,563 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $26,629 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $90,699 | TotalAssetsBOYAmt |
| Total Assets EOY | $88,838 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $85,853 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $90,699 | CapitalStockBOYAmt |
| Capital Stock EOY | $88,838 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $90,699 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $88,838 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $90,699 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $88,838 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $90,699 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,847 | ExcessRevenueOverExpensesAmt |
| Other Increases | $50 | OtherIncreasesAmt |
| Subtotal | $88,902 | SubtotalAmt |
| Other Decreases | $64 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $88,838 | 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 |
|---|---|---|---|---|---|---|---|
| 37.753 FIDELITY INTL INDX - INST PRM #2363 | 2020-05-05 | 2022-01-13 | $1,866 | $1,301 | $565 | $565 | |
| 122.375 FIDELITY INTL ENHAN IDX | 2021-01-07 | 2022-01-13 | $1,376 | $1,296 | $80 | $80 | |
| 61.926 FIDELITY SML CAP INS | 2020-05-05 | 2022-01-13 | $1,642 | $999 | $643 | $643 | |
| 33.528 FIDELITY SMALL CAP VALUE FUND CLASS Z #3303 | 2021-07-27 | 2022-01-13 | $735 | $712 | $23 | $23 | |
| 36.385 HARDING LOEVNER INST EMER MARKETS - CL INST | 2021-07-27 | 2022-01-13 | $893 | $925 | -$32 | -$32 | |
| 53.458 HARDING LOEVNER INST EMER MARKETS - CL INST | 2021-01-07 | 2022-01-13 | $1,312 | $1,275 | $37 | $37 | |
| 9.233 T ROWE PRICE GROWTH STOCK FD #540 - CL I | 2020-01-15 | 2022-01-13 | $901 | $705 | $196 | $196 | |
| 94.716 T ROWE PRICE VALUE FD #523 - CL I | 2021-03-01 | 2022-01-13 | $4,453 | $4,235 | $218 | $218 | |
| 14.235 T ROWE PRICE VALUE FD #523 - CL I | 2021-07-27 | 2022-01-13 | $669 | $704 | -$35 | -$35 | |
| 151.212 VANGUARD TOTAL BOND MKT INDEX FD #584 - CL ADM | 2019-02-22 | 2022-01-13 | $1,669 | $1,584 | $85 | $85 | |
| 35.139 VANGUARD SHT TERM INFLATION PROT #567 - CL ADM | 2021-07-27 | 2022-01-13 | $901 | $925 | -$24 | -$24 | |
| 86.388 VANGUARD SHT TERM TREASURY FD #532 - CL ADM | 2021-07-27 | 2022-01-13 | $914 | $925 | -$11 | -$11 | |
| 182.503 WESTERN ASSET CORE PLUS BOND FD - CL S | 2019-02-22 | 2022-01-13 | $2,144 | $2,044 | $100 | $100 | |
| 95.816 DFA US LARGE COMPANY PORTFOLIO #5127 | 2019-02-22 | 2022-03-16 | $2,978 | $2,068 | $910 | $910 | |
| 23.594 FEDERATED INTERNATIONAL EQUITY CL IS | 2020-05-05 | 2022-03-16 | $604 | $476 | $128 | $128 | |
| 179.947 FEDERATED #225 TOTAL RETURN BOND FD - CL R6 | 2018-12-06 | 2022-03-16 | $1,888 | $1,870 | $18 | $18 | |
| 140.011 FIDELITY INTL ENHAN IDX | 2021-07-27 | 2022-03-16 | $1,431 | $1,599 | -$168 | -$168 | |
| 74.497 FIDELITY INTL ENHAN IDX | 2021-01-07 | 2022-03-16 | $761 | $789 | -$28 | -$28 | |
| 5.165 FIDELITY SMALL CAP VALUE FUND CLASS Z #3303 | 2021-07-27 | 2022-03-16 | $110 | $110 | |||
| 83.925 GOLDMAN SACHS EMERGING MARKETS EQUITY FUND CLASS I #652 | 2022-01-13 | 2022-03-16 | $2,086 | $2,438 | -$352 | -$352 | |
| .496 JP MORGAN SM-CAP EQUITY SEL #367 - CL I | 2021-07-27 | 2022-03-16 | $30 | $38 | -$8 | -$8 | |
| 19.481 JP MORGAN SM-CAP EQUITY SEL #367 - CL I | 2022-01-13 | 2022-03-16 | $1,198 | $1,274 | -$76 | -$76 | |
| 29.601 JP MORGAN SM-CAP EQUITY SEL #367 - CL I | 2020-03-12 | 2022-03-16 | $1,820 | $1,657 | $163 | $163 | |
| 75.216 JP MORGAN CORE BOND #3720 - CL I | 2020-05-05 | 2022-03-16 | $842 | $900 | -$58 | -$58 | |
| 3.77 T ROWE PRICE GROWTH STOCK FD #540 - CL I | 2021-07-27 | 2022-03-16 | $320 | $435 | -$115 | -$115 | |
| 20.127 T ROWE PRICE GROWTH STOCK FD #540 - CL I | 2020-05-05 | 2022-03-16 | $1,709 | $1,467 | $242 | $242 | |
| 3.858 VANGUARD INTL GROWTH FUND #581 - CL ADM | 2022-01-13 | 2022-03-16 | $439 | $515 | -$76 | -$76 | |
| 35.481 WESTERN ASSET CORE PLUS BOND FD - CL S | 2021-03-29 | 2022-03-16 | $383 | $422 | -$39 | -$39 | |
| 148.992 WESTERN ASSET CORE PLUS BOND FD - CL S | 2020-05-05 | 2022-03-16 | $1,609 | $1,731 | -$122 | -$122 | |
| 131.071 CALAMOS MARKET NEUTRAL INCOME FD - CL I | 2022-01-13 | 2022-05-18 | $1,798 | $1,899 | -$101 | -$101 | |
| 99.915 FIDELITY FLOATING RATE HIGH INCOME FUND #814 - CL RET | 2022-01-13 | 2022-05-18 | $913 | $950 | -$37 | -$37 | |
| 37.184 CALAMOS MARKET NEUTRAL INCOME FD - CL I | 2022-01-13 | 2022-07-14 | $502 | $539 | -$37 | -$37 | |
| 91.801 CALAMOS MARKET NEUTRAL INCOME FD - CL I | 2022-03-16 | 2022-07-14 | $1,238 | $1,303 | -$65 | -$65 | |
| 82.015 DFA US LARGE COMPANY PORTFOLIO #5127 | 2019-02-22 | 2022-07-14 | $2,213 | $1,770 | $443 | $443 | |
| 15.27 FIDELITY INTL INDX - INST PRM #2363 | 2020-05-05 | 2022-07-14 | $589 | $526 | $63 | $63 | |
| 38.66 FIDELITY FLOATING RATE HIGH INCOME FUND #814 - CL RET | 2022-01-13 | 2022-07-14 | $343 | $368 | -$25 | -$25 | |
| 27.405 FIDELITY FLOATING RATE HIGH INCOME FUND #814 - CL RET | 2022-03-16 | 2022-07-14 | $243 | $254 | -$11 | -$11 | |
| 161.777 FIDELITY SML CAP INS | 2020-05-05 | 2022-07-14 | $3,418 | $2,609 | $809 | $809 | |
| 365.238 NEUBERGER BERMAN RISK BAL COMMOD STRAT FD #1831 - CL INST | 2022-03-16 | 2022-07-14 | $2,002 | $2,206 | -$204 | -$204 | |
| 42.839 VANGUARD DIVIDEND GROWTH FUND #57 - CL INV | 2022-03-16 | 2022-07-14 | $1,435 | $1,599 | -$164 | -$164 | |
| 14.393 VANGUARD INTL GROWTH FUND #581 - CL ADM | 2022-01-13 | 2022-07-14 | $1,344 | $1,923 | -$579 | -$579 | |
| 178.42 VANGUARD SHT TERM TREASURY FD #532 - CL ADM | 2022-06-14 | 2022-07-14 | $1,818 | $1,806 | $12 | $12 | |
| 47.159 VANGUARD VALUE INDEX - ADM | 2022-01-13 | 2022-07-14 | $2,386 | $2,759 | -$373 | -$373 | |
| 64.73 WESTERN ASSET CORE PLUS BOND FD - CL S | 2021-03-29 | 2022-07-14 | $639 | $770 | -$131 | -$131 | |
| 99.156 DFA US LARGE COMPANY PORTFOLIO #5127 | 2019-02-22 | 2022-08-17 | $3,020 | $2,140 | $880 | $880 | |
| 11.535 DFA US LARGE COMPANY PORTFOLIO #5127 | 2019-02-22 | 2022-10-05 | $310 | $249 | $61 | $61 | |
| 8.168 GOLDMAN SACHS US EQUITY DIV AND PREM FD #2530 - CL INS | 2022-07-14 | 2022-10-05 | $110 | $111 | -$1 | -$1 | |
| .975 GOLDMAN SACHS INTERNATIONAL EQUITY INCOME FUND - INSTL | 2022-07-14 | 2022-10-05 | $13 | $13 | |||
| 2.276 VANGUARD DIVIDEND GROWTH FUND #57 - CL INV | 2022-03-16 | 2022-10-05 | $76 | $85 | -$9 | -$9 | |
| 13.15 VANGUARD VALUE INDEX - ADM | 2022-01-13 | 2022-10-05 | $667 | $769 | -$102 | -$102 | |
| 43.892 DFA US LARGE COMPANY PORTFOLIO #5127 | 2019-02-22 | 2022-11-15 | $1,248 | $947 | $301 | $301 | |
| 30.476 FIDELITY INTL INDX - INST PRM #2363 | 2020-05-05 | 2022-11-15 | $1,273 | $1,050 | $223 | $223 | |
| CAPITAL GAIN DIVIDENDS | $1,745 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,745 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,745 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,745 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,745 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,745 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,745 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,745 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,745 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,745 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,745 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,745 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,745 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,745 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,745 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,745 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,745 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,745 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,745 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,745 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,745 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,745 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,745 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,745 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,745 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,745 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,745 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,745 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,745 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,745 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,745 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,745 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,745 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,745 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,745 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,745 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,745 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,745 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,745 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,745 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,745 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,745 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,745 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,745 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,745 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,745 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,745 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,745 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,745 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,745 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,745 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,745 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,962 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $73 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $73 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $73 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $150 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $150 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $77 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $77 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIRST COMMONWEALTH BANK-TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8004593282 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 654 PHILADELPHIA STREET | AddressLine1Txt |
| City | INDIANA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIRST COMMONWEALTH BANK-TRUST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 654 PHILADELPHIA STREET | AddressLine1Txt |
| City | INDIANA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $2,500 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $92,370 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,025 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $95,395 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $95,395 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,431 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $93,964 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,698 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,698 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $73 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $73 | TotalTaxAmt |
| Distributable Before Adj | $4,625 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,625 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,625 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,738 | 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 | $6,738 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,625 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,176 | 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 | $6,738 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,176 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,562 | 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 | $1,063 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTMORELAND CO ASSN FOR THE BLIND | BusinessNameLine1Txt |
| Business Name Line2 | ATTN MS LAURIE BLEND | BusinessNameLine2Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 911 S MAIN STREET | AddressLine1Txt |
| City | GREENSBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 156014140 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL OPERATING PURPOSES | GrantOrContributionPurposeTxt |
| Amt | $4,733 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,733 | 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 | $1,765 | 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 | $4,962 | 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 | $6,727 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,727 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $1,005 | Amt |
| Disbursements Charitable Prps | $1,005 | DisbursementsCharitablePrpsAmt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIRST COMMONWEALTH BANK-TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | TRUSTEE FEES | ShortExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (7 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD SHT TERM INFLATION PR | ||
| FEDERATED #225 TOTAL RETURN BO | $6,681 | $5,943 |
| VANGUARD SHT TERM TREASURY FD | ||
| VANGUARD TOTAL BOND MKT INDEX | $11,308 | $9,991 |
| WESTERN ASSET CORE PLUS BOND F | $2,441 | $1,877 |
| JP MORGAN CORE BOND #3720 | $8,833 | $7,589 |
| VANGUARD SHORT-TERM CORP BD #1 | $1,300 | $1,229 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (15 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DFA US LARGE COMPANY PORT #512 | $20,246 | $21,701 |
| FIDELITY INTL INDX-INST PRM #2 | $5,944 | $6,400 |
| HARDING LOEVNER INST EMER MARK | ||
| JP MORGAN SM-CAP EQUITY SEL #3 | ||
| FIDELITY SMALL CAP VALUE FD #3 | $4,614 | $4,259 |
| T ROWE PRICE VALUE FD #523 | ||
| FEDERATED INTERNATIONAL EQUITY | $2,696 | $2,380 |
| FIDELITY INTL INDX | ||
| FIDELITY EMRG MKT INS | $3,103 | $3,024 |
| FIDELITY SML CAP INS | $4,244 | $4,057 |
| T ROWE PRICE GROWTH STOCK FD # | ||
| GOLDMAN SACHS INT'L EQUITY INC | $1,804 | $1,985 |
| GOLDMAN SACHS US EQUITY DIV AN | $4,734 | $4,563 |
| VANGUARD DIVIDEND GROWTH F #57 | $3,791 | $3,716 |
| VANGUARD VALUE INDEX-ADM | $5,025 | $5,065 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2022 INCOME POSTED IN 2023 | Desc |
| Amt | $64 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2021 INCOME POSTED IN 2022 | $47 |
| ROUNDING | $3 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $149 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $150 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $30 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $7 | $0 | $0 |