GEORGE & MARJORIE OWENS IRREV TR AGRMT FBO OWENS FAMILY FDN: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- GEORGE & MARJORIE OWENS IRREV TR AGRMT FBO OWENS FAMILY FDN (EIN 25-6865026)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-03-16
- IRS object ID
- 202030769349101003
- 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 | 2020-03-16T09:00:23-05:00 | 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 | 256865026 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OWENS FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OWEN | BusinessNameControlTxt |
| Phone | 2162576118 | 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 | 2162576118 | PhoneNum |
| Signature | 2020-03-13 | 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 | $1,016,695 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $100,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $16,532 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $16,532 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $18,358 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $267,812 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $18,358 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $134,890 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $34,890 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $6,509 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $5,858 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $651 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,456 | 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 | $7,965 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,858 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $651 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $30,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $30,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $38,665 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,858 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $31,351 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $96,225 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $29,032 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $52,833 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $130,910 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $130,910 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $735,316 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $753,465 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $885,785 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $788,149 | TotalAssetsBOYAmt |
| Total Assets EOY | $884,375 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,016,695 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $788,149 | CapitalStockBOYAmt |
| Capital Stock EOY | $884,375 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $788,149 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $884,375 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $788,149 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $884,375 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $788,149 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $96,225 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1 | OtherIncreasesAmt |
| Subtotal | $884,375 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $884,375 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (20 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 133. ISHARES TIPS BOND ETF | 2016-08-25 | 2019-03-06 | $14,734 | $15,072 | -$338 | -$338 | |
| 10. ISHARES TIPS BOND ETF | 2018-12-12 | 2019-03-06 | $1,108 | $1,091 | $17 | $17 | |
| 111.746 VIRTUS SEIX FLOATING RATE HIGH INCOME FUND CLASS I | 2018-12-12 | 2019-03-07 | $955 | $942 | $13 | $13 | |
| 1281.784 VIRTUS SEIX FLOATING RATE HIGH INCOME FUND CLASS I | 2016-08-05 | 2019-03-07 | $10,959 | $11,011 | -$52 | -$52 | |
| 348. ISHARES TR S&P 500/BARRA GROWTH INDEX FD | 2018-11-28 | 2019-03-27 | $59,332 | $56,170 | $3,162 | $3,162 | |
| 19.776 T ROWE PRICE GROWTH STOCK FUND | 2018-03-13 | 2019-03-28 | $1,297 | $1,360 | -$63 | -$63 | |
| 119. ISHARES MSCI EMERGING MKTS INDEX FUND | 2018-12-12 | 2019-05-28 | $4,782 | $4,836 | -$54 | -$54 | |
| 462. ISHARES MSCI EMERGING MKTS INDEX FUND | 2013-12-26 | 2019-05-28 | $18,564 | $18,400 | $164 | $164 | |
| 179. ISHARES EDGE MSCI USA QUALITY FACTOR ETF | 2016-12-29 | 2019-05-28 | $15,782 | $14,568 | $1,214 | $1,214 | |
| 56. ISHARES EDGE MSCI USA QUALITY FACTOR ETF | 2018-12-12 | 2019-05-28 | $4,937 | $4,564 | $373 | $373 | |
| 113. ISHARES EDGE MSCI USA VALUE FACTOR ETF | 2018-02-14 | 2019-05-28 | $8,760 | $9,441 | -$681 | -$681 | |
| 37. ISHARES EDGE MSCI USA VALUE FACTOR ETF | 2018-12-12 | 2019-05-28 | $2,868 | $2,892 | -$24 | -$24 | |
| 46. ISHARES EDGE MSCI USA MOMENTUM FACTOR ETF | 2018-09-28 | 2019-05-28 | $5,252 | $5,486 | -$234 | -$234 | |
| 83. WISDOMTREE U.S. QUALITY DIVI ETF | 2018-12-12 | 2019-05-28 | $3,496 | $3,350 | $146 | $146 | |
| 291. WISDOMTREE U.S. QUALITY DIVI ETF | 2016-10-03 | 2019-05-28 | $12,256 | $11,797 | $459 | $459 | |
| 22. ISHARES CORE US AGGREGATE BOND ETF | 2018-12-12 | 2019-08-28 | $2,510 | $2,323 | $187 | $187 | |
| 386. ISHARES CORE US AGGREGATE BOND ETF | 2014-10-22 | 2019-08-28 | $44,044 | $41,788 | $2,256 | $2,256 | |
| 3933.491 VANGUARD TOTL BD MKT IDX-ADM | 2014-10-22 | 2019-08-29 | $44,055 | $41,993 | $2,062 | $2,062 | |
| 228.986 VANGUARD TOTL BD MKT IDX-ADM | 2018-12-12 | 2019-08-29 | $2,565 | $2,370 | $195 | $195 | |
| CAPITAL GAIN DIVIDENDS | $9,556 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $18,358 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $30,679 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $769,528 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.039867 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $36,706 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $658,253 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.055763 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $57,439 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $552,664 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.103931 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $69,119 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $513,107 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.134707 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $66,524 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $466,445 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.142619 | DistributionYr5Rt |
| Total Distribution | 0.476887 | TotalDistributionRt |
| Average Distribution | 0.095377 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $877,565 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $83,700 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $290 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $83,990 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $31,351 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $581 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $581 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $581 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,029 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,029 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $448 | OverpaymentAmt |
| Applied To ES Tax | $292 | AppliedToESTaxAmt |
| Refund | $156 | 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 | Yes (true) | 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 | 2162576118 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4100 WEST 150TH STREET | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44135 | 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 NA | 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 | 152129938 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $6,509 | 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 | $890,929 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $890,929 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $890,929 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,364 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $877,565 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $43,878 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $43,878 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $581 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $581 | TotalTaxAmt |
| Distributable Before Adj | $43,297 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $43,297 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $43,297 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $31,351 | 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 | $31,351 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $31,351 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $43,297 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $43,660 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $44,005 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $29,989 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $4,395 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $122,049 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $31,351 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $31,351 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $11,946 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $11,946 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $110,103 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $31,714 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $78,389 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $44,005 | ExcessFromYear4Amt |
| Excess From Year3 | $29,989 | ExcessFromYear3Amt |
| Excess From Year2 | $4,395 | 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 (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| CHRIST EPISCOPAL CHURCH | ||||||||
| 220 OWENSVILLE ROAD | WEST RIVER | MD | 20778 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| CONNECTICUT COLLEGE | ||||||||
| 270 MOHEGAN AVENUE | NEW LONDON | CT | 06320 | NONE | PC | GENERAL SUPPORT | $1,500 | |
| RIVERSIDE THEATER | ||||||||
| 116 W WISCONSIN AVE | MILWAUKEE | WI | 53203 | NONE | PC | GENERAL SUPPORT | $3,000 | |
| DARTMOUTH-HITCHCOCK MEDICAL CENTER | ||||||||
| ONE MEDICAL CENTER DRIVE | LEBANON | NH | 03756 | NONE | PC | GENERAL SUPPORT | $800 | |
| DOGS FOR LIFE | ||||||||
| 1230 16TH AVENUE | VERO BEACH | FL | 32960 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| FRONTIER NURSING SERVICE INC | ||||||||
| PO BOX 910912 | LEXINGTON | KY | 40591 | NONE | PC | GENERAL SUPPORT | $500 | |
| GILBERT HART LIBRARY - TOWN OF WALLINGFO | ||||||||
| PO BOX 327 | WALLINGFORD | VT | 05773 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| HUMANE SOCIETY OF VERO BEACH | ||||||||
| 6174 NORTH A1A | VERO BEACH | FL | 32963 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| INDIAN RIVER MEDICAL CENTER FOUNDATION | ||||||||
| 1000 37TH PL STE 101 | VERO BEACH | FL | 32960 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| MCKEE BOTANICAL GARDENS | ||||||||
| 350 US HIGHWAY 1 | VERO BEACH | FL | 32962 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | ||||||||
| PO BOX 27105 | NEW YORK | NY | 10117 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| NEW YORK UNIVERSITY | ||||||||
| 726 BROADWAY 2ND FLOOR | NEW YORK | NY | 10003 | NONE | PC | GENERAL SUPPORT | $800 | |
| COLONIAL WILLIAMSBURG FOUNDATION | ||||||||
| 134 N HENRY STREET | WILLIAMSBURG | VA | 23185 | NONE | PC | GENERAL SUPPORT | $800 | |
| RUTLAND REGIONAL MEDICAL CENTER | ||||||||
| 160 ALLEN ST | RUTLAND | VT | 05701 | NONE | PC | GENERAL SUPPORT | $500 | |
| SPENCE-CHAPIN SERVICES TO FAMILIES AND | ||||||||
| 6 EAST 94TH STREET | NEW YORK | NY | 10130 | NONE | PC | GENERAL SUPPORT | $1,000 | CHILDREN |
| THE KNOX SCHOOL | ||||||||
| 541 LONG BEACH ROAD | SAINT JAMES | NY | 11780 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| TRINITY EPISCOPAL CHURCH | ||||||||
| 2365 PINE AVENUE | VERO BEACH | FL | 32960 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| VISITING NURSE ASSOC & HOSPICE FDN | ||||||||
| 1110 35TH LANE | VERO BEACH | FL | 32960 | NONE | PC | GENERAL SUPPORT | $1,800 | |
| WESTTOWN SCHOOL | ||||||||
| PO BOX 1799 WESTTOWN ROAD | WESTTOWN | PA | 19395 | NONE | PC | GENERAL SUPPORT | $1,500 | |
| WILMINGTON COLLEGE | ||||||||
| PYLE CENTER BOX 1307 | WILMINGTON | OH | 45177 | NONE | PC | GENERAL SUPPORT | $1,500 | |
| VERO BEACH MUSEUM OF ART INC | ||||||||
| 3001 RIVERSIDE PARK DRIVE | VERO BEACH | FL | 32963 | NONE | PC | GENERAL USE AND PURPOSES | $1,500 | |
| RUTLAND AREA VISITING NURSES ASSOC | ||||||||
| PO BOX 787 | RUTLAND | VT | 05702 | NONE | PC | GENERAL USE AND PURPOSES | $500 | |
| SAINT JAMES EPISCOPAL CHURCH | ||||||||
| 260 BEAVER DAM ROAD | BROOKHAVEN | NY | 11719 | NONE | PC | GENERAL USE AND PURPOSES | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $30,700 | 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 | $16,532 | 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 | $18,358 | 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 | $34,890 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $34,890 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | M W OWENS 2004 CHARITABLE TRUST | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O PNC BANK | AddressLine1Txt |
| Address Line2 | 116 Allegheny Center Mall | AddressLine2Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152129938 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $100,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS - FIXED | AT COST | $139,946 | $140,683 |
| MUTUAL FUNDS - EQUITY | AT COST | $613,519 | $745,102 |
| ETF FIXED | |||
| ETF EQUITY |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING ADJ FOR SALES AND TRANSACTIONS | Desc |
| Amt | $1 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $427 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $1,029 | $0 | $0 |