AGED-WOMANS HOME TRUSTEE ACCT 178-326063000: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- AGED-WOMANS HOME TRUSTEE ACCT 178-326063000 (EIN 23-2168196)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-03-30
- IRS object ID
- 202030909349100913
- 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
- Form 990-PF
- Investments Other Schedule2
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-03-30T15:00:29-05:00 | 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 | 232168196 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AGED WOMANS HOME OF MONTGOMERY CNTY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AGED | BusinessNameControlTxt |
| Phone | 4127685898 | 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 | 4127685898 | PhoneNum |
| Signature | 2020-03-17 | 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 | $920,067 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $21,998 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $21,998 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $94,978 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $733,019 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $94,978 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $53 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $117,029 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $116,976 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $617 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $586 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $31 | 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 | $309 | 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 | $926 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $586 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $31 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $42,164 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $42,164 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $43,090 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $586 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $42,195 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $73,939 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $116,390 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $35,102 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $28,955 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $28,955 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $758,496 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $838,584 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $891,112 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $793,598 | TotalAssetsBOYAmt |
| Total Assets EOY | $867,539 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $920,067 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $790,556 | CapitalStockBOYAmt |
| Capital Stock EOY | $865,388 | CapitalStockEOYAmt |
| Retained Earning BOY | $3,042 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,151 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $793,598 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $867,539 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $793,598 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $867,539 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $793,598 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $73,939 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2 | OtherIncreasesAmt |
| Subtotal | $867,539 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $867,539 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (61 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 21. ISHARES TIPS BOND ETF | 2016-08-25 | 2019-01-10 | $2,313 | $2,441 | -$128 | -$128 | |
| 78. ISHARES CORE US AGGREGATE BOND ETF | 2014-10-22 | 2019-01-10 | $8,306 | $8,622 | -$316 | -$316 | |
| 6. ISHARES MSCI EMERGING MKTS INDEX FUND | 2017-05-31 | 2019-01-10 | $243 | $247 | -$4 | -$4 | |
| 755.361 VANGUARD TOTL BD MKT IDX-ADM | 2014-10-22 | 2019-01-10 | $7,886 | $8,241 | -$355 | -$355 | |
| 79.407 VIRTUS SEIX FLOATING RATE HIGH INCOME FUND CLASS I | 2018-09-27 | 2019-01-10 | $674 | $692 | -$18 | -$18 | |
| 59.763 VIRTUS SEIX FLOATING RATE HIGH INCOME FUND CLASS I | 2017-06-15 | 2019-01-10 | $507 | $522 | -$15 | -$15 | |
| 362.463 WESTERN ASSET CORE PLUS BOND FD CLASS I FD 287 | 2018-04-06 | 2019-01-10 | $4,092 | $4,205 | -$113 | -$113 | |
| 10.463 CAMBIAR INTL EQUITY FUND-INS | 2018-09-27 | 2019-04-04 | $271 | $290 | -$19 | -$19 | |
| 114.481 BAIRD MIDCAP INST | 2019-01-10 | 2019-04-04 | $2,437 | $2,118 | $319 | $319 | |
| 986.142 BAIRD MIDCAP INST | 2016-04-06 | 2019-04-04 | $20,995 | $14,930 | $6,065 | $6,065 | |
| 377.086 WCM FOCUSED INTL GROWTH-INS | 2018-09-27 | 2019-04-04 | $6,015 | $6,286 | -$271 | -$271 | |
| 236. ISHARES TIPS BOND ETF | 2016-08-25 | 2019-04-04 | $26,531 | $27,364 | -$833 | -$833 | |
| 21. ISHARES TIPS BOND ETF | 2018-09-27 | 2019-04-04 | $2,361 | $2,323 | $38 | $38 | |
| 761. ISHARES CORE US AGGREGATE BOND ETF | 2014-10-22 | 2019-04-04 | $82,345 | $84,082 | -$1,737 | -$1,737 | |
| 76. ISHARES CORE US AGGREGATE BOND ETF | 2018-09-27 | 2019-04-04 | $8,224 | $8,023 | $201 | $201 | |
| 399. ISHARES MSCI EMERGING MKTS INDEX FUND | 2005-05-02 | 2019-04-04 | $17,523 | $11,502 | $6,021 | $6,021 | |
| 339. ISHARES TR S&P 500/BARRA GROWTH INDEX FD | 2018-11-28 | 2019-04-04 | $59,064 | $54,529 | $4,535 | $4,535 | |
| 52. ISHARES TR S&P SMLCP VALU | 2013-03-06 | 2019-04-04 | $7,830 | $4,570 | $3,260 | $3,260 | |
| 5. ISHARES TR S&P SMLCP VALU | 2019-01-10 | 2019-04-04 | $753 | $701 | $52 | $52 | |
| 43. ISHARES TR S&P SMLCP GROW | 2014-03-14 | 2019-04-04 | $7,790 | $5,158 | $2,632 | $2,632 | |
| 4. ISHARES TR S&P SMLCP GROW | 2019-01-10 | 2019-04-04 | $725 | $675 | $50 | $50 | |
| 493. ISHARES EDGE MSCI USA QUALITY FACTOR ETF | 2016-10-03 | 2019-04-04 | $44,193 | $33,143 | $11,050 | $11,050 | |
| 27. ISHARES EDGE MSCI USA QUALITY FACTOR ETF | 2019-01-10 | 2019-04-04 | $2,420 | $2,126 | $294 | $294 | |
| 361. ISHARES EDGE MSCI USA VALUE FACTOR ETF | 2016-10-03 | 2019-04-04 | $29,454 | $23,503 | $5,951 | $5,951 | |
| 24. ISHARES EDGE MSCI USA VALUE FACTOR ETF | 2019-01-10 | 2019-04-04 | $1,958 | $1,816 | $142 | $142 | |
| 7. ISHARES EDGE MSCI USA MOMENTUM FACTOR ETF | 2019-01-10 | 2019-04-04 | $783 | $714 | $69 | $69 | |
| 96. ISHARES EDGE MSCI USA MOMENTUM FACTOR ETF | 2018-09-28 | 2019-04-04 | $10,734 | $11,449 | -$715 | -$715 | |
| 5.215 LAZARD GLOBAL LISTED INFRASTRUCTURE PORTFOLIO | 2018-09-27 | 2019-04-04 | $77 | $80 | -$3 | -$3 | |
| 1491.541 MFS VALUE FUND CLASS I FUND 893 | 2013-03-06 | 2019-04-04 | $60,243 | $41,674 | $18,569 | $18,569 | |
| 2.07 MFS VALUE FUND CLASS I FUND 893 | 2018-09-27 | 2019-04-04 | $84 | $85 | -$1 | -$1 | |
| 65.063 MFS VALUE FUND CLASS I FUND 893 | 2019-01-10 | 2019-04-04 | $2,628 | $2,381 | $247 | $247 | |
| 81.2 T ROWE PRICE GROWTH STOCK FUND | 2019-01-10 | 2019-04-04 | $5,479 | $4,882 | $597 | $597 | |
| 731.132 T ROWE PRICE GROWTH STOCK FUND | 2013-10-07 | 2019-04-04 | $49,329 | $34,217 | $15,112 | $15,112 | |
| 20.518 ROWE T PRICE VALUE FD INC COM | 2018-09-27 | 2019-04-04 | $713 | $775 | -$62 | -$62 | |
| 178.173 ROWE T PRICE VALUE FD INC COM | 2019-01-10 | 2019-04-04 | $6,193 | $5,627 | $566 | $566 | |
| 1607.531 ROWE T PRICE VALUE FD INC COM | 2013-08-01 | 2019-04-04 | $55,878 | $52,529 | $3,349 | $3,349 | |
| 7375.846 VANGUARD TOTL BD MKT IDX-ADM | 2014-10-22 | 2019-04-04 | $78,405 | $80,457 | -$2,052 | -$2,052 | |
| 772.08 VANGUARD TOTL BD MKT IDX-ADM | 2018-04-06 | 2019-04-04 | $8,207 | $8,069 | $138 | $138 | |
| 2339.185 VIRTUS SEIX FLOATING RATE HIGH INCOME FUND CLASS I | 2016-08-05 | 2019-04-04 | $20,023 | $20,094 | -$71 | -$71 | |
| 43.043 VIRTUS SEIX FLOATING RATE HIGH INCOME FUND CLASS I | 2018-09-27 | 2019-04-04 | $368 | $375 | -$7 | -$7 | |
| 10.042 WELLS FARGO SPECIAL US MID CAP VALUE I | 2018-09-27 | 2019-04-04 | $383 | $387 | -$4 | -$4 | |
| 33.5 WELLS FARGO SPECIAL US MID CAP VALUE I | 2019-01-10 | 2019-04-04 | $1,278 | $1,141 | $137 | $137 | |
| 558.34 WELLS FARGO SPECIAL US MID CAP VALUE I | 2016-05-26 | 2019-04-04 | $21,301 | $18,102 | $3,199 | $3,199 | |
| 832. WISDOMTREE U.S. QUALITY DIVI ETF | 2016-10-03 | 2019-04-04 | $36,309 | $26,801 | $9,508 | $9,508 | |
| 38. WISDOMTREE U.S. QUALITY DIVI ETF | 2019-01-10 | 2019-04-04 | $1,658 | $1,484 | $174 | $174 | |
| 124.145 BLACKROCK TOTAL RETURN-I | 2019-04-04 | 2019-09-13 | $1,467 | $1,423 | $44 | $44 | |
| 158.544 HARBOR FD VALUE FUND | 2019-04-04 | 2019-09-13 | $2,568 | $2,391 | $177 | $177 | |
| 168.83 WCM FOCUSED INTL GROWTH-INS | 2018-09-27 | 2019-09-13 | $2,949 | $2,814 | $135 | $135 | |
| 3. ISHARES TR S&P 500 INDEX FD | 2019-04-04 | 2019-09-13 | $909 | $868 | $41 | $41 | |
| 7. ISHARES TR S&P SMLCAP 600 | 2019-04-04 | 2019-09-13 | $565 | $549 | $16 | $16 | |
| 12.787 JENSEN QUALITY GROWTH-Y | 2019-04-04 | 2019-09-13 | $665 | $643 | $22 | $22 | |
| 36.662 LAZARD GLOBAL LISTED INFRASTRUCTURE PORTFOLIO | 2018-09-27 | 2019-09-13 | $559 | $562 | -$3 | -$3 | |
| 9.982 MFS EMERGING MKTS DEBT FD-R6 | 2019-04-04 | 2019-09-13 | $146 | $143 | $3 | $3 | |
| 162.028 NUANCE MID CAP VALUE-Z | 2019-04-04 | 2019-09-13 | $2,181 | $2,022 | $159 | $159 | |
| 110.677 PRINCIPAL MIDCAP FUND-R6 | 2019-04-04 | 2019-09-13 | $3,390 | $3,041 | $349 | $349 | |
| 16. SCHWAB US REIT ETF | 2019-04-04 | 2019-09-13 | $741 | $714 | $27 | $27 | |
| 29.196 TOUCHSTONE MID CAP GROW-INST | 2019-04-04 | 2019-09-13 | $955 | $912 | $43 | $43 | |
| 7.827 TRIBUTARY SMALL COMPANY FD INST PLUS FD 1705 | 2019-04-04 | 2019-09-13 | $225 | $219 | $6 | $6 | |
| 171.192 WASATCH INTL OPPORTUNIT-INST | 2019-04-04 | 2019-09-13 | $611 | $577 | $34 | $34 | |
| 149.188 WESTERN ASSET CORE PLUS BOND FD CLASS I FD 287 | 2018-04-06 | 2019-09-13 | $1,780 | $1,731 | $49 | $49 | |
| CAPITAL GAIN DIVIDENDS | $8,325 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $94,978 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $39,821 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $856,193 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046509 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $38,637 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $828,503 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046635 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $39,988 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $776,914 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05147 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $39,272 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $814,029 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048244 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $34,254 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $818,273 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.041861 | DistributionYr5Rt |
| Total Distribution | 0.234719 | TotalDistributionRt |
| Average Distribution | 0.046944 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $863,517 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $40,537 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,164 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $41,701 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $42,195 | 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 | $1,164 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,164 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,164 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $621 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $621 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $543 | 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 |
| 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 | 4127685898 | 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 N A | 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 | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $617 | 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 | $876,667 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $876,667 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $876,667 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,150 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $863,517 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $43,176 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $43,176 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,164 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,164 | TotalTaxAmt |
| Distributable Before Adj | $42,012 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $42,012 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $42,012 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $42,195 | 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 | $42,195 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,164 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $41,031 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $42,012 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $42,164 | 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 | $42,195 | QualifyingDistributionsAmt |
| Applied To Year1 | $42,164 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $31 | 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 | $41,981 | 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
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREEN TREE COMMUNITY HEALTH FDN | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 E WILLOW GROVE AVENUE | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191183426 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL SUPPORT | GrantOrContributionPurposeTxt |
| Amt | $42,164 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $42,164 | 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 | $21,998 | 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 | $94,978 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $53 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $117,029 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $117,029 | 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 | $284,435 | $292,858 |
| MUTUAL FUNDS - EQUITY | AT COST | $554,149 | $598,254 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND FROM PRIOR YEAR | Desc |
| Revenue And Expenses Per Books | $53 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING ADJ FOR SALES AND TRANSACTIONS | Desc |
| Amt | $2 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL ESTIMATES - PRINCIPAL | CategoryTxt |
| Amt | $309 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |