GEORGE D MARTIN TRUST: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- GEORGE D MARTIN TRUST (EIN 21-6010367)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-21
- IRS object ID
- 202001429349101455
- Schema version
- 2019v5.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-21T15:00:23-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 216010367 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GEORGE D MARTIN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MART | BusinessNameControlTxt |
| Phone | 4127689969 | 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 BY | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 4127689969 | PhoneNum |
| Signature | 2020-05-20 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $859,020 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $20,552 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,552 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $91,370 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $637,934 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $91,370 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $111,922 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $111,922 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $7,867 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $6,294 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,573 | 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 | $2,134 | 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 | $10,001 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,294 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,573 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $36,019 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $36,019 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $46,020 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,294 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $37,592 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $65,902 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $105,628 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $61,392 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $29,757 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $29,757 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $682,270 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $779,811 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $829,263 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $743,662 | TotalAssetsBOYAmt |
| Total Assets EOY | $809,568 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $859,020 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $743,662 | CapitalStockBOYAmt |
| Capital Stock EOY | $809,568 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $743,662 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $809,568 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $743,662 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $809,568 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $743,662 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $65,902 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4 | OtherIncreasesAmt |
| Subtotal | $809,568 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $809,568 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (41 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 1. MERCK & CO XXX-XX-XXXX | 2001-01-01 | 2019-01-07 | $311 | $25 | $286 | $286 | |
| 8. ISHARES TIPS BOND ETF | 2016-08-25 | 2019-01-10 | $881 | $930 | -$49 | -$49 | |
| 26. ISHARES CORE US AGGREGATE BOND ETF | 2014-10-22 | 2019-01-10 | $2,769 | $2,874 | -$105 | -$105 | |
| 270.223 VANGUARD TOTL BD MKT IDX-ADM | 2014-10-22 | 2019-01-10 | $2,821 | $2,948 | -$127 | -$127 | |
| 32.429 VIRTUS SEIX FLOATING RATE HIGH INCOME FUND CLASS I | 2016-08-05 | 2019-01-10 | $275 | $279 | -$4 | -$4 | |
| 173.504 WESTERN ASSET CORE PLUS BOND FD CLASS I FD 287 | 2018-04-06 | 2019-01-10 | $1,959 | $2,013 | -$54 | -$54 | |
| 1. PFIZER INC XXX-XX-XXXX | 2001-01-01 | 2019-03-20 | $29 | $25 | $4 | $4 | |
| 7.399 CAMBIAR INTL EQUITY FUND-INS | 2018-09-26 | 2019-04-04 | $192 | $206 | -$14 | -$14 | |
| 938.675 BAIRD MIDCAP INST | 2016-04-06 | 2019-04-04 | $19,984 | $14,212 | $5,772 | $5,772 | |
| 65.732 BAIRD MIDCAP INST | 2019-01-10 | 2019-04-04 | $1,399 | $1,216 | $183 | $183 | |
| 340.836 WCM FOCUSED INTL GROWTH-INS | 2018-09-26 | 2019-04-04 | $5,436 | $5,689 | -$253 | -$253 | |
| 24. ISHARES TIPS BOND ETF | 2018-10-02 | 2019-04-04 | $2,698 | $2,649 | $49 | $49 | |
| 210. ISHARES TIPS BOND ETF | 2019-04-04 | $23,608 | $24,353 | -$745 | -$745 | ||
| 686. ISHARES CORE US AGGREGATE BOND ETF | 2019-04-04 | $74,230 | $75,651 | -$1,421 | -$1,421 | ||
| 78. ISHARES CORE US AGGREGATE BOND ETF | 2018-10-02 | 2019-04-04 | $8,440 | $8,222 | $218 | $218 | |
| 364. ISHARES MSCI EMERGING MKTS INDEX FUND | 2019-04-04 | $15,986 | $13,273 | $2,713 | $2,713 | ||
| 309. ISHARES TR S&P 500/BARRA GROWTH INDEX FD | 2019-04-04 | $53,837 | $49,851 | $3,986 | $3,986 | ||
| 2. ISHARES TR S&P SMLCP VALU | 2019-01-10 | 2019-04-04 | $301 | $281 | $20 | $20 | |
| 50. ISHARES TR S&P SMLCP VALU | 2011-04-06 | 2019-04-04 | $7,529 | $3,875 | $3,654 | $3,654 | |
| 2. ISHARES TR S&P SMLCP GROW | 2019-01-10 | 2019-04-04 | $362 | $337 | $25 | $25 | |
| 41. ISHARES TR S&P SMLCP GROW | 2019-04-04 | $7,428 | $4,907 | $2,521 | $2,521 | ||
| 459. ISHARES EDGE MSCI USA QUALITY FACTOR ETF | 2016-10-03 | 2019-04-04 | $41,145 | $30,857 | $10,288 | $10,288 | |
| 15. ISHARES EDGE MSCI USA QUALITY FACTOR ETF | 2019-01-10 | 2019-04-04 | $1,345 | $1,181 | $164 | $164 | |
| 16. ISHARES EDGE MSCI USA VALUE FACTOR ETF | 2019-01-10 | 2019-04-04 | $1,305 | $1,211 | $94 | $94 | |
| 335. ISHARES EDGE MSCI USA VALUE FACTOR ETF | 2016-10-03 | 2019-04-04 | $27,332 | $21,811 | $5,521 | $5,521 | |
| 94. ISHARES EDGE MSCI USA MOMENTUM FACTOR ETF | 2019-04-04 | $10,510 | $11,176 | -$666 | -$666 | ||
| .21 LAZARD GLOBAL LISTED INFRASTRUCTURE PORTFOLIO | 2018-09-26 | 2019-04-04 | $3 | $3 | |||
| 1332.066 MFS VALUE FUND CLASS I FUND 893 | 2011-04-06 | 2019-04-04 | $53,802 | $32,636 | $21,166 | $21,166 | |
| 89.925 MFS VALUE FUND CLASS I FUND 893 | 2019-01-10 | 2019-04-04 | $3,632 | $3,291 | $341 | $341 | |
| 696.459 T ROWE PRICE GROWTH STOCK FUND | 2013-10-07 | 2019-04-04 | $46,990 | $32,594 | $14,396 | $14,396 | |
| 44.843 T ROWE PRICE GROWTH STOCK FUND | 2019-01-10 | 2019-04-04 | $3,026 | $2,696 | $330 | $330 | |
| 187.476 ROWE T PRICE VALUE FD INC COM | 2019-01-10 | 2019-04-04 | $6,517 | $5,921 | $596 | $596 | |
| 1460.404 ROWE T PRICE VALUE FD INC COM | 2019-04-04 | $50,764 | $46,766 | $3,998 | $3,998 | ||
| 6641.504 VANGUARD TOTL BD MKT IDX-ADM | 2019-04-04 | $70,599 | $72,283 | -$1,684 | -$1,684 | ||
| 792.747 VANGUARD TOTL BD MKT IDX-ADM | 2018-10-03 | 2019-04-04 | $8,427 | $8,173 | $254 | $254 | |
| 2173.569 VIRTUS SEIX FLOATING RATE HIGH INCOME FUND CLASS I | 2016-08-05 | 2019-04-04 | $18,606 | $18,671 | -$65 | -$65 | |
| 28.195 WELLS FARGO SPECIAL US MID CAP VALUE I | 2019-01-10 | 2019-04-04 | $1,076 | $960 | $116 | $116 | |
| 520.996 WELLS FARGO SPECIAL US MID CAP VALUE I | 2016-05-26 | 2019-04-04 | $19,876 | $16,734 | $3,142 | $3,142 | |
| 758. WISDOMTREE U.S. QUALITY DIVI ETF | 2016-10-03 | 2019-04-04 | $33,079 | $24,417 | $8,662 | $8,662 | |
| 35. WISDOMTREE U.S. QUALITY DIVI ETF | 2019-01-10 | 2019-04-04 | $1,527 | $1,367 | $160 | $160 | |
| CAPITAL GAIN DIVIDENDS | $7,898 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $91,370 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $32,056 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $932,296 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.034384 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $37,099 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $907,193 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.040894 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $49,766 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $852,769 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.058358 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $44,114 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $906,914 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048642 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $38,369 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $916,916 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.041846 | DistributionYr5Rt |
| Total Distribution | 0.224124 | TotalDistributionRt |
| Average Distribution | 0.044825 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $802,537 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $35,974 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,056 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $37,030 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $37,592 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,056 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,056 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,056 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,533 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,533 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $477 | OverpaymentAmt |
| Applied To ES Tax | $477 | 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 | NJ | 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 | 4127689969 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PNC BANK | PersonNm |
US Address USAddress
| 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) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 2 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $7,867 | 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 | $814,758 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $814,758 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $814,758 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,221 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $802,537 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $40,127 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $40,127 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,056 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,056 | TotalTaxAmt |
| Distributable Before Adj | $39,071 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $39,071 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $39,071 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $37,592 | 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 | $37,592 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,056 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $36,536 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $39,071 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $25,733 | 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 | $37,592 | QualifyingDistributionsAmt |
| Applied To Year1 | $25,733 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $11,859 | 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 | $27,212 | 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) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| WASHINGTON MONUMENTAL | ||||||||
| CEMETERY ASSOCIATION | 9 BLYTHEWOOD COURT | NORTH BRUNSWICK | NJ | 08902 | NONE | PC | OPERATING SUPPORT | $10,040 |
| UNITED WAY - CENTRAL JERSEY | ||||||||
| 32 FORD AVENUE | MILLTOWN | NJ | 08850 | NONE | PC | OPERATING SUPPORT | $15,939 | |
| UNITED WAY OF GREATER PHILADELPHIA | ||||||||
| 1709 BENJAMIN FRANKLIN HWY | PHILADELPHIA | PA | 19103 | NONE | PC | OPERATING SUPPORT | $10,040 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $36,019 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20,552 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $91,370 | 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 | $111,922 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $111,922 | 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 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS - FIXED | AT COST | $261,668 | $269,669 |
| MUTUAL FUNDS - EQUITY | AT COST | $518,143 | $559,594 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING ADJ FOR SALES AND TRANSACTIONS | Desc |
| Amt | $4 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $601 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $1,533 | $0 | $0 |