WESTMORELAND BLIND ASSN TUW: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- WESTMORELAND BLIND ASSN TUW (EIN 25-6185274)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-08
- IRS object ID
- 202521289349101902
- 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
- Compensation Explanation
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-08T10:01:33-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 256185274 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTMORELAND BLIND ASSN TUW XXX-XX-XXXX | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WEST | BusinessNameControlTxt |
| Phone | 8004593282 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 654 PHILADELPHIA STREET | AddressLine1Txt |
| City | INDIANA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15701 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JODY K GEYER | PersonNm |
| Person Title | SVP TRUST | PersonTitleTxt |
| Phone | 8004593282 | PhoneNum |
| Signature | 2025-04-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEPHEN GRAEF | PreparerPersonNm |
| PTIN | P01708348 | PTIN |
| Phone | 5137748805 | PhoneNum |
| Preparation | 2025-04-28 | 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 | $97,831 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $2,289 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,282 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,385 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $33,786 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,385 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $59 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $4,733 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,667 | 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 | $41 | 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 | $3,546 | 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 | $2,381 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,381 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,927 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,500 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,386 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,194 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,167 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,800 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,910 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,910 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $52,598 | CorporateStockBOYAmt |
| Corporate Stock EOY | $51,599 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $66,783 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $29,694 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $30,386 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $29,138 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $85,092 | TotalAssetsBOYAmt |
| Total Assets EOY | $83,895 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $97,831 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $85,092 | CapitalStockBOYAmt |
| Capital Stock EOY | $83,895 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $85,092 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $83,895 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $85,092 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $83,895 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $85,092 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,194 | ExcessRevenueOverExpensesAmt |
| Other Increases | $59 | OtherIncreasesAmt |
| Subtotal | $83,957 | SubtotalAmt |
| Other Decreases | $62 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $83,895 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (84 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| .035 FULLERTHALER BEHAVIORAL SMALL-CAP EQUITY FUND - R6 SHARES | 2023-01-17 | 2024-01-12 | $1 | $1 | |||
| 19.628 FEDERATED INTERNATIONAL EQUITY CL IS | 2023-01-17 | 2024-01-12 | $463 | $442 | $21 | $21 | |
| .799 FEDERATED INTERNATIONAL EQUITY CL IS | 2023-11-27 | 2024-01-12 | $19 | $18 | $1 | $1 | |
| 57.806 FEDERATED INTERNATIONAL EQUITY CL IS | 2022-10-05 | 2024-01-12 | $1,364 | $1,283 | $81 | $81 | |
| 3.657 FIDELITY INTL INDX - INST PRM #2363 | 2020-05-05 | 2024-01-12 | $172 | $126 | $46 | $46 | |
| 1.827 FIDELITY SML CAP INS | 2020-05-05 | 2024-01-12 | $44 | $29 | $15 | $15 | |
| 302.61 JP MORGAN CORE BOND #3720 - CL I | 2020-08-04 | 2024-01-12 | $3,114 | $3,758 | -$644 | -$644 | |
| 408.238 VANGUARD TOTAL BOND MKT INDEX FD #584 - CL ADM | 2022-07-14 | 2024-01-12 | $3,948 | $4,458 | -$510 | -$510 | |
| 7.777 VANGUARD GROWTH INDEX FD #509 - CL ADM | 2023-06-22 | 2024-01-12 | $1,252 | $1,116 | $136 | $136 | |
| 1.221 VANGUARD VALUE INDEX - ADM | 2023-11-27 | 2024-01-12 | $71 | $68 | $3 | $3 | |
| 31.054 VANGUARD VALUE INDEX - ADM | 2022-09-27 | 2024-01-12 | $1,810 | $1,507 | $303 | $303 | |
| 12.125 WESTERN ASSET CORE PLUS BOND FD - CL S | 2021-07-27 | 2024-01-12 | $115 | $148 | -$33 | -$33 | |
| 2.427 FULLERTHALER BEHAVIORAL SMALL-CAP EQUITY FUND - R6 SHARES | 2023-01-17 | 2024-04-12 | $108 | $89 | $19 | $19 | |
| 30.934 DFA EMERGING MARKETS CORE EQUITY 2 PORTFOLIO #5272 | 2023-06-22 | 2024-04-12 | $708 | $679 | $29 | $29 | |
| 33.889 DFA US LARGE COMPANY PORTFOLIO #5127 | 2019-08-05 | 2024-04-12 | $1,152 | $744 | $408 | $408 | |
| 95.044 FEDERATED #225 TOTAL RETURN BOND FD - CL R6 | 2021-01-07 | 2024-04-12 | $879 | $1,063 | -$184 | -$184 | |
| 29.868 FIDELITY INTL INDX - INST PRM #2363 | 2020-05-05 | 2024-04-12 | $1,445 | $1,029 | $416 | $416 | |
| 3.175 FIDELITY SML CAP INS | 2020-05-05 | 2024-04-12 | $79 | $51 | $28 | $28 | |
| 3.402 FIDELITY EMRG MKT INS | 2022-03-16 | 2024-04-12 | $35 | $37 | -$2 | -$2 | |
| .62 VANGUARD INTL GROWTH FUND #581 - CL ADM | 2023-06-22 | 2024-04-12 | $65 | $63 | $2 | $2 | |
| 74.993 DFA US LARGE COMPANY PORTFOLIO #5127 | 2020-01-15 | 2024-06-24 | $2,718 | $1,708 | $1,010 | $1,010 | |
| 134.843 FEDERATED #840 GOVERNMENT ULTRASHORT DURATION FD - CL R6 | 2024-04-12 | 2024-06-24 | $1,324 | $1,321 | $3 | $3 | |
| 1.184 DFA EMERGING MARKETS CORE EQUITY 2 PORTFOLIO #5272 | 2023-06-22 | 2024-06-28 | $28 | $26 | $2 | $2 | |
| 2.598 DFA US LARGE COMPANY PORTFOLIO #5127 | 2020-01-15 | 2024-06-28 | $94 | $66 | $28 | $28 | |
| 1.514 FEDERATED #110 INTL LEADERS FD - CL R6 | 2024-01-12 | 2024-06-28 | $58 | $55 | $3 | $3 | |
| 1.57 FIDELITY INTL INDX - INST PRM #2363 | 2020-05-05 | 2024-06-28 | $78 | $54 | $24 | $24 | |
| 1.099 FIDELITY SML CAP INS | 2020-05-05 | 2024-06-28 | $28 | $18 | $10 | $10 | |
| 4.154 FIDELITY EMRG MKT INS | 2022-03-16 | 2024-06-28 | $45 | $46 | -$1 | -$1 | |
| .532 VANGUARD INTL GROWTH FUND #581 - CL ADM | 2023-06-22 | 2024-06-28 | $58 | $54 | $4 | $4 | |
| 93.725 VANGUARD LONG TERM TREASURY FD - ADM | 2024-06-24 | 2024-06-28 | $767 | $785 | -$18 | -$18 | |
| 57.172 WESTERN ASSET CORE PLUS BOND FD - CL S | 2021-07-27 | 2024-06-28 | $525 | $697 | -$172 | -$172 | |
| 68.433 VANGUARD LONG TERM TREASURY FD - ADM | 2024-06-24 | 2024-08-06 | $590 | $573 | $17 | $17 | |
| .95 DFA EMERGING MARKETS CORE EQUITY 2 PORTFOLIO #5272 | 2023-06-22 | 2024-10-10 | $24 | $21 | $3 | $3 | |
| 16.094 FIDELITY INTL INDX - INST PRM #2363 | 2020-05-05 | 2024-10-10 | $841 | $555 | $286 | $286 | |
| 5.244 FIDELITY EMRG MKT INS | 2022-03-16 | 2024-10-10 | $61 | $58 | $3 | $3 | |
| 6.423 VANGUARD INTL GROWTH FUND #581 - CL ADM | 2023-06-22 | 2024-10-10 | $757 | $658 | $99 | $99 | |
| 21.049 VANGUARD GROWTH & INCOME FD ADM #593 | 2024-01-12 | 2024-10-10 | $2,322 | $1,911 | $411 | $411 | |
| 16.401 VANGUARD GROWTH & INCOME FD ADM #593 | 2024-06-28 | 2024-10-10 | $1,809 | $1,651 | $158 | $158 | |
| 3.103 WESTERN ASSET CORE PLUS BOND FD - CL S | 2023-11-27 | 2024-10-10 | $29 | $28 | $1 | $1 | |
| 300.01 WESTERN ASSET CORE PLUS BOND FD - CL S | 2024-06-24 | 2024-10-10 | $2,814 | $2,776 | $38 | $38 | |
| 74.168 WESTERN ASSET CORE PLUS BOND FD - CL S | 2023-08-16 | 2024-10-10 | $696 | $733 | -$37 | -$37 | |
| 44.712 VANGUARD ULTRA SH-TERM BD ADM | 2024-10-10 | 2024-11-08 | $896 | $898 | -$2 | -$2 | |
| CAPITAL GAIN DIVIDENDS | $380 | P | |||||
| CAPITAL GAIN DIVIDENDS | $380 | P | |||||
| CAPITAL GAIN DIVIDENDS | $380 | P | |||||
| CAPITAL GAIN DIVIDENDS | $380 | P | |||||
| CAPITAL GAIN DIVIDENDS | $380 | P | |||||
| CAPITAL GAIN DIVIDENDS | $380 | P | |||||
| CAPITAL GAIN DIVIDENDS | $380 | P | |||||
| CAPITAL GAIN DIVIDENDS | $380 | P | |||||
| CAPITAL GAIN DIVIDENDS | $380 | P | |||||
| CAPITAL GAIN DIVIDENDS | $380 | P | |||||
| CAPITAL GAIN DIVIDENDS | $380 | P | |||||
| CAPITAL GAIN DIVIDENDS | $380 | P | |||||
| CAPITAL GAIN DIVIDENDS | $380 | P | |||||
| CAPITAL GAIN DIVIDENDS | $380 | P | |||||
| CAPITAL GAIN DIVIDENDS | $380 | P | |||||
| CAPITAL GAIN DIVIDENDS | $380 | P | |||||
| CAPITAL GAIN DIVIDENDS | $380 | P | |||||
| CAPITAL GAIN DIVIDENDS | $380 | P | |||||
| CAPITAL GAIN DIVIDENDS | $380 | P | |||||
| CAPITAL GAIN DIVIDENDS | $380 | P | |||||
| CAPITAL GAIN DIVIDENDS | $380 | P | |||||
| CAPITAL GAIN DIVIDENDS | $380 | P | |||||
| CAPITAL GAIN DIVIDENDS | $380 | P | |||||
| CAPITAL GAIN DIVIDENDS | $380 | P | |||||
| CAPITAL GAIN DIVIDENDS | $380 | P | |||||
| CAPITAL GAIN DIVIDENDS | $380 | P | |||||
| CAPITAL GAIN DIVIDENDS | $380 | P | |||||
| CAPITAL GAIN DIVIDENDS | $380 | P | |||||
| CAPITAL GAIN DIVIDENDS | $380 | P | |||||
| CAPITAL GAIN DIVIDENDS | $380 | P | |||||
| CAPITAL GAIN DIVIDENDS | $380 | P | |||||
| CAPITAL GAIN DIVIDENDS | $380 | P | |||||
| CAPITAL GAIN DIVIDENDS | $380 | P | |||||
| CAPITAL GAIN DIVIDENDS | $380 | P | |||||
| CAPITAL GAIN DIVIDENDS | $380 | P | |||||
| CAPITAL GAIN DIVIDENDS | $380 | P | |||||
| CAPITAL GAIN DIVIDENDS | $380 | P | |||||
| CAPITAL GAIN DIVIDENDS | $380 | P | |||||
| CAPITAL GAIN DIVIDENDS | $380 | P | |||||
| CAPITAL GAIN DIVIDENDS | $380 | P | |||||
| CAPITAL GAIN DIVIDENDS | $380 | P | |||||
| CAPITAL GAIN DIVIDENDS | $380 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,385 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $44 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $44 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $44 | 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 | $44 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIRST COMMONWEALTH BANK-TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8004593282 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 654 PHILADELPHIA STREET | AddressLine1Txt |
| City | INDIANA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIRST COMMONWEALTH BANK-TRUST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 654 PHILADELPHIA STREET | AddressLine1Txt |
| City | INDIANA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $2,500 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $95,066 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,701 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $96,767 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $96,767 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,452 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $95,315 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,766 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,766 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $44 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $44 | TotalTaxAmt |
| Distributable Before Adj | $4,722 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,722 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,722 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,386 | 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 | $4,386 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,722 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $381 | 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 | $4,386 | QualifyingDistributionsAmt |
| Applied To Year1 | $381 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,005 | 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 | $717 | 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 | $2,381 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,381 | 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 | $2,289 | 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 | $2,385 | 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 | $4,733 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,733 | 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 |
|---|---|---|
| DODGE & COX INCOME FUND | $9,114 | $9,001 |
| FEDERATED #225 TOTAL RETURN BO | $6,018 | $5,538 |
| VANGUARD TOTAL BOND MKT INDEX | $5,679 | $5,546 |
| WESTERN ASSET CORE PLUS BOND F | ||
| JP MORGAN CORE BOND #3720 | $5,985 | $5,543 |
| ARISTOTLE STRATEGIC INCOME FUN | $2,693 | $2,628 |
| VANGUARD CORE-PLUS BOND FD | $897 | $882 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DFA US LARGE COMPANY PORT #512 | $27,806 | $40,608 |
| FIDELITY INTL INDX-INST PRM #2 | $6,024 | $6,776 |
| DFA EMERG MRKTS CORE EQ PORTFO | $1,187 | $1,259 |
| VANGUARD INTL GROWTH FUND #581 | $1,172 | $1,167 |
| FULLER & THALER BEHAVIORAL SM- | $2,650 | $3,120 |
| FEDERATED INTERNATIONAL EQUITY | ||
| FIDELITY EMRG MKT INS | $1,192 | $1,229 |
| FIDELITY SML CAP INS | $7,006 | $8,210 |
| VANGUARD GROWTH INHDEX FD #509 | ||
| VANGUARD VALUE INDEX-ADM | $2,035 | $1,974 |
| FEDERATED #110 INTL LEADERS FD | $2,527 | $2,440 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| 2024 INCOME POSTED IN 2025 | $49 |
| ROUNDING | $6 |
| ROC ADJUSTMENTS FROM SALES | $7 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Revenue And Expenses Per Books | $59 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2023 INCOME POSTED IN 2024 | Desc |
| Amt | $59 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $17 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $18 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $6 | $0 | $0 |