JOSEPH P KITTREDGE JR CHAR TRUST: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- JOSEPH P KITTREDGE JR CHAR TRUST (EIN 46-5136455)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-04-09
- IRS object ID
- 202031009349100208
- 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 | 2020-04-09T15:03:14-05:00 | 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 | 465136455 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSEPH P KITTREDGE JR CHAR TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KITT | BusinessNameControlTxt |
| Phone | 4124672512 | 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 | 4124672512 | PhoneNum |
| Signature | 2020-04-02 | 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 | $1,362,627 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $32,797 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $32,797 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $118,977 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,047,500 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $118,977 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $151,774 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $151,774 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $15,140 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $12,112 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $3,028 | 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 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 | $15,140 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,112 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,028 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $57,419 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $57,419 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $72,559 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,112 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $60,447 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $79,215 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $139,662 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $54,587 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $51,539 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $51,539 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $1,152,720 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,234,985 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,311,088 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,207,307 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,286,524 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,362,627 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,198,933 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,278,832 | CapitalStockEOYAmt |
| Retained Earning BOY | $8,374 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,692 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,207,307 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,286,524 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,207,307 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,286,524 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,207,307 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $79,215 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2 | OtherIncreasesAmt |
| Subtotal | $1,286,524 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,286,524 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (50 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 12.429 CAMBIAR INTL EQUITY FUND-INS | 2018-09-26 | 2019-04-04 | $322 | $345 | -$23 | -$23 | |
| 154.415 BAIRD MIDCAP INST | 2018-12-27 | 2019-04-04 | $3,288 | $2,707 | $581 | $581 | |
| 1497.129 BAIRD MIDCAP INST | 2016-04-06 | 2019-04-04 | $31,874 | $22,667 | $9,207 | $9,207 | |
| 563.458 WCM FOCUSED INTL GROWTH-INS | 2018-09-26 | 2019-04-04 | $8,987 | $9,404 | -$417 | -$417 | |
| 368. ISHARES TIPS BOND ETF | 2016-08-25 | 2019-04-04 | $41,370 | $42,611 | -$1,241 | -$1,241 | |
| 1195. ISHARES CORE US AGGREGATE BOND ETF | 2014-10-22 | 2019-04-04 | $129,307 | $131,931 | -$2,624 | -$2,624 | |
| 38. ISHARES MSCI EMERGING MKTS INDEX FUND | 2018-11-16 | 2019-04-04 | $1,669 | $1,546 | $123 | $123 | |
| 552. ISHARES MSCI EMERGING MKTS INDEX FUND | 2004-11-29 | 2019-04-04 | $24,243 | $14,130 | $10,113 | $10,113 | |
| 504. ISHARES TR S&P 500/BARRA GROWTH INDEX FD | 2018-11-28 | 2019-04-04 | $87,812 | $81,097 | $6,715 | $6,715 | |
| 80. ISHARES TR S&P SMLCP VALU | 2014-03-07 | 2019-04-04 | $12,046 | $9,135 | $2,911 | $2,911 | |
| 8. ISHARES TR S&P SMLCP VALU | 2018-12-27 | 2019-04-04 | $1,205 | $1,029 | $176 | $176 | |
| 67. ISHARES TR S&P SMLCP GROW | 2014-03-12 | 2019-04-04 | $12,138 | $8,090 | $4,048 | $4,048 | |
| 5. ISHARES TR S&P SMLCP GROW | 2018-12-27 | 2019-04-04 | $906 | $784 | $122 | $122 | |
| 35. ISHARES EDGE MSCI USA QUALITY FACTOR ETF | 2018-12-27 | 2019-04-04 | $3,137 | $2,589 | $548 | $548 | |
| 739. ISHARES EDGE MSCI USA QUALITY FACTOR ETF | 2016-10-03 | 2019-04-04 | $66,245 | $49,681 | $16,564 | $16,564 | |
| 540. ISHARES EDGE MSCI USA VALUE FACTOR ETF | 2016-10-03 | 2019-04-04 | $44,058 | $35,157 | $8,901 | $8,901 | |
| 41. ISHARES EDGE MSCI USA VALUE FACTOR ETF | 2018-12-27 | 2019-04-04 | $3,345 | $2,886 | $459 | $459 | |
| 5. ISHARES EDGE MSCI USA MOMENTUM FACTOR ETF | 2018-12-27 | 2019-04-04 | $559 | $479 | $80 | $80 | |
| 148. ISHARES EDGE MSCI USA MOMENTUM FACTOR ETF | 2018-09-28 | 2019-04-04 | $16,548 | $17,651 | -$1,103 | -$1,103 | |
| 157.317 MFS VALUE FUND CLASS I FUND 893 | 2018-12-27 | 2019-04-04 | $6,354 | $5,549 | $805 | $805 | |
| 2135.517 MFS VALUE FUND CLASS I FUND 893 | 2014-03-07 | 2019-04-04 | $86,254 | $72,018 | $14,236 | $14,236 | |
| 7.813 MFS VALUE FUND CLASS I FUND 893 | 2018-04-06 | 2019-04-04 | $316 | $305 | $11 | $11 | |
| 1102.284 T ROWE PRICE GROWTH STOCK FUND | 2014-03-07 | 2019-04-04 | $74,371 | $60,096 | $14,275 | $14,275 | |
| 122.89 T ROWE PRICE GROWTH STOCK FUND | 2018-12-27 | 2019-04-04 | $8,291 | $6,960 | $1,331 | $1,331 | |
| 2351.701 ROWE T PRICE VALUE FD INC COM | 2014-03-07 | 2019-04-04 | $81,745 | $82,196 | -$451 | -$451 | |
| 324.946 ROWE T PRICE VALUE FD INC COM | 2018-12-27 | 2019-04-04 | $11,295 | $9,843 | $1,452 | $1,452 | |
| 11037.003 VANGUARD TOTL BD MKT IDX-ADM | 2014-10-22 | 2019-04-04 | $117,323 | $120,274 | -$2,951 | -$2,951 | |
| 569.429 VANGUARD TOTL BD MKT IDX-ADM | 2018-04-06 | 2019-04-04 | $6,053 | $5,985 | $68 | $68 | |
| 3459.28 VIRTUS SEIX FLOATING RATE HIGH INCOME FUND CLASS I | 2016-08-05 | 2019-04-04 | $29,611 | $29,715 | -$104 | -$104 | |
| 793.399 WELLS FARGO SPECIAL US MID CAP VALUE I | 2016-05-26 | 2019-04-04 | $30,268 | $25,484 | $4,784 | $4,784 | |
| 67.248 WELLS FARGO SPECIAL US MID CAP VALUE I | 2018-12-27 | 2019-04-04 | $2,566 | $2,169 | $397 | $397 | |
| 37.116 WELLS FARGO SPECIAL US MID CAP VALUE I | 2018-04-06 | 2019-04-04 | $1,416 | $1,365 | $51 | $51 | |
| 1222. WISDOMTREE U.S. QUALITY DIVI ETF | 2016-10-03 | 2019-04-04 | $53,328 | $39,363 | $13,965 | $13,965 | |
| 61. WISDOMTREE U.S. QUALITY DIVI ETF | 2018-12-27 | 2019-04-04 | $2,662 | $2,257 | $405 | $405 | |
| 336.314 HARBOR FD VALUE FUND | 2019-04-04 | 2019-11-26 | $5,707 | $5,072 | $635 | $635 | |
| 50.274 OAKMARK INTL SM CAP-INST 2888 | 2019-04-04 | 2019-11-26 | $785 | $732 | $53 | $53 | |
| 282.309 WCM FOCUSED INTL GROWTH-INS | 2018-09-26 | 2019-11-26 | $5,132 | $4,712 | $420 | $420 | |
| 8. ISHARES TR S&P 500 INDEX FD | 2019-04-04 | 2019-11-26 | $2,524 | $2,314 | $210 | $210 | |
| 6. ISHARES TR S&P SMLCAP 600 | 2019-04-04 | 2019-11-26 | $492 | $471 | $21 | $21 | |
| 28.538 JENSEN QUALITY GROWTH-Y | 2019-04-04 | 2019-11-26 | $1,538 | $1,435 | $103 | $103 | |
| 48.037 LAZARD GLOBAL LISTED INFRASTRUCTURE PORTFOLIO | 2018-09-26 | 2019-11-26 | $752 | $735 | $17 | $17 | |
| 337.028 NUANCE MID CAP VALUE-Z | 2019-04-04 | 2019-11-26 | $4,742 | $4,206 | $536 | $536 | |
| 177.214 PRINCIPAL MIDCAP FUND-R6 | 2019-04-04 | 2019-11-26 | $5,666 | $4,870 | $796 | $796 | |
| 5. SCHWAB US REIT ETF | 2019-04-04 | 2019-11-26 | $234 | $223 | $11 | $11 | |
| 6.629 TOUCHSTONE SANDS EM GR-INST FUND 565 | 2019-04-04 | 2019-11-26 | $93 | $89 | $4 | $4 | |
| 103.773 TOUCHSTONE MID CAP GROW-INST | 2019-04-04 | 2019-11-26 | $3,648 | $3,242 | $406 | $406 | |
| 16.343 TRIBUTARY SMALL COMPANY FD INST PLUS FD 1705 | 2019-04-04 | 2019-11-26 | $476 | $457 | $19 | $19 | |
| 540.64 WASATCH INTL OPPORTUNIT-INST | 2019-04-04 | 2019-11-26 | $2,065 | $1,822 | $243 | $243 | |
| 55.62 WESTERN ASSET CORE PLUS BOND FD CLASS I FD 287 | 2018-04-06 | 2019-11-26 | $674 | $645 | $29 | $29 | |
| CAPITAL GAIN DIVIDENDS | $12,060 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $118,977 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $57,658 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,292,643 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.044605 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $63,204 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,267,216 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049876 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $46,029 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,181,082 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.038972 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $30,059 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,220,627 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.024626 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $29,517 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $969,440 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.030447 | DistributionYr5Rt |
| Total Distribution | 0.188526 | TotalDistributionRt |
| Average Distribution | 0.037705 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,298,200 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $48,949 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,397 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $50,346 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $60,447 | 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 | $1,397 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,397 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,397 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $72 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $72 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,325 | 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 | false | 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 | PNC BANK NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4124672512 | 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 | 3 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $15,140 | 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 | $1,317,970 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,317,970 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,317,970 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $19,770 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,298,200 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $64,910 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $64,910 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,397 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,397 | TotalTaxAmt |
| Distributable Before Adj | $63,513 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $63,513 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $63,513 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $60,447 | 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 | $60,447 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,397 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $59,050 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $63,513 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $57,417 | 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 | $60,447 | QualifyingDistributionsAmt |
| Applied To Year1 | $57,417 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,030 | 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 | $60,483 | 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 (10 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 |
|---|---|---|---|---|---|---|---|---|
| COMM LIBRARY OF SHENANGO VALLEY | ||||||||
| 11 N SHARPSVILLE AVE | SHARON | PA | 161462107 | NONE | PC | GENERAL SUPPORT | $2,871 | |
| BUHL FARM TRUST | ||||||||
| 715 HAZEN ROAD | HERMITAGE | PA | 16148 | NONE | PC | GENERAL SUPPORT | $8,613 | |
| FRENCH CREEK COUNCIL 532 | ||||||||
| 1815 ROBINSON ROAD W | ERIE | PA | 16509 | NONE | PC | GENERAL SUPPORT | $8,613 | BOY SCOUTS OF AMERICA |
| ST JOHN'S EPISCOPAL CHURCH | ||||||||
| 226 WEST STATE STREET | SHARON | PA | 16146 | NONE | PC | GENERAL SUPPORT | $5,742 | |
| FH BUHL CLUB | ||||||||
| 28N PINE AVE | SHARON | PA | 16148 | NONE | PC | GENERAL SUPPORT | $2,871 | |
| UNITED WAY OF MERCER COUNTY | ||||||||
| 493 SOUTH HERMITAGE ROAD | HERMITAGE | PA | 16148 | NONE | PC | GENERAL SUPPORT | $11,483 | |
| SHENANGO VALLEY YMCA | ||||||||
| 925 NORTH HERMITAGE ROAD | HERMITAGE | PA | 16148 | NONE | PC | GENERAL SUPPORT | $2,871 | |
| HUMANE SOCIETY OF MERCER COUNTY INC | ||||||||
| 1280 DUTCH LANE | HERMITAGE | PA | 16149 | NONE | PC | GENERAL SUPPORT | $2,871 | |
| ST MARYS BYZANTINE CATHOLIC CHUR | ||||||||
| 7782 GLENWOOD AVE | BOARDMAN | OH | 445125823 | NONE | PC | GENERAL SUPPORT | $5,742 | |
| BUHL REGIONAL HEALTH FNDN | ||||||||
| 740 E STATE ST | SHARON | PA | 16146 | NONE | PC | GENERAL SUPPORT | $5,742 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $57,419 | 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 | $32,797 | 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 | $118,977 | 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 | $151,774 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $151,774 | 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 | $428,380 | $440,857 |
| MUTUAL FUNDS - EQUITY | AT COST | $806,605 | $870,231 |
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 |