WESTMORELAND BLIND ASSN TUW: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- WESTMORELAND BLIND ASSN TUW (EIN 25-6185274)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-15
- IRS object ID
- 202031369349101513
- 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
- Accounting Fees Schedule
- Compensation Explanation
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-15T15:00:22-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010604131 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRUST PROCESSING SOLUTIONS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 894 | AddressLine1Txt |
| City | MILFORD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 451500894 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 256185274 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTMORELAND BLIND ASSN TUW XXX-XX-XXXX | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WEST | BusinessNameControlTxt |
| Phone | 8004593282 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 654 PHILADELPHIA STREET | AddressLine1Txt |
| City | INDIANA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15701 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS E REISDORF | PersonNm |
| Person Title | SVP TRUST | PersonTitleTxt |
| Phone | 8004593282 | PhoneNum |
| Signature | 2020-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEPHEN GRAEF | PreparerPersonNm |
| PTIN | P01708348 | PTIN |
| Phone | 5137748805 | PhoneNum |
| Preparation | 2020-05-07 | PreparationDt |
| 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 | $96,018 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $2,330 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,330 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $436 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $50,085 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $436 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $72 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $2,838 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,766 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $2,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $1,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,005 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,005 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $105 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $33 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $3,610 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,533 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,005 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,719 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,719 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,329 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,533 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,724 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$5,491 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,233 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $955 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $5,104 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,518 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,518 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $66,099 | CorporateStockBOYAmt |
| Corporate Stock EOY | $63,904 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $68,206 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $23,910 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $24,159 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $25,294 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $96,068 | TotalAssetsBOYAmt |
| Total Assets EOY | $90,581 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $96,018 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $96,068 | CapitalStockBOYAmt |
| Capital Stock EOY | $90,581 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $96,068 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $90,581 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $96,068 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $90,581 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $96,068 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$5,491 | ExcessRevenueOverExpensesAmt |
| Other Increases | $82 | OtherIncreasesAmt |
| Subtotal | $90,659 | SubtotalAmt |
| Other Decreases | $78 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $90,581 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (53 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 32.904 CALAMOS MARKET NEUTRAL INCOME FD - CL I | 2018-12-06 | 2019-02-22 | $427 | $440 | -$13 | -$13 | |
| 176.944 CALAMOS MARKET NEUTRAL INCOME FD - CL I | 2018-06-26 | 2019-02-22 | $2,299 | $2,352 | -$53 | -$53 | |
| 5.075 DFA EMERG MRKTS CORE EQ PORTFOLIO #5272 - CL INST | 2018-12-06 | 2019-02-22 | $106 | $100 | $6 | $6 | |
| 104.478 DFA INTL SMALL COMP PORTFOLIO #5089 | 2018-12-06 | 2019-02-22 | $1,836 | $1,860 | -$24 | -$24 | |
| 587.993 FEDERATED #251 STRATEGIC VALUE DIVIDEND FUND - CL R6 | 2018-12-06 | 2019-02-22 | $3,322 | $3,281 | $41 | $41 | |
| 4.813 FIDELITY ADVISOR INTL DISCOV #1402 - CL I | 2018-06-26 | 2019-02-22 | $191 | $212 | -$21 | -$21 | |
| 8.833 FIDELITY ADVISOR INTL DISCOV #1402 - CL I | 2018-12-06 | 2019-02-22 | $351 | $345 | $6 | $6 | |
| 80.067 FIDELITY ADVISOR INTL DISCOV #1402 - CL I | 2018-01-26 | 2019-02-22 | $3,180 | $3,670 | -$490 | -$490 | |
| 97.869 FIDELITY FLOATING RATE HIGH INCOME FUND #814 - CL RET | 2017-01-20 | 2019-02-22 | $929 | $945 | -$16 | -$16 | |
| 37.367 FIDELITY NEW MARKETS INC I | 2013-01-30 | 2019-02-22 | $561 | $569 | -$8 | -$8 | |
| 3.321 HARDING LOEVNER INST EMER MARKETS - CL INST | 2018-01-26 | 2019-02-22 | $69 | $79 | -$10 | -$10 | |
| 2.684 JP MORGAN SM-CAP EQUITY SEL #367 - CL I | 2017-07-27 | 2019-02-22 | $150 | $150 | |||
| 41.364 T ROWE PRICE VALUE FD #523 - CL I | 2018-06-26 | 2019-02-22 | $1,403 | $1,516 | -$113 | -$113 | |
| 66.312 T ROWE PRICE VALUE FD #523 - CL I | 2018-01-26 | 2019-02-22 | $2,250 | $2,632 | -$382 | -$382 | |
| 19.29 JP MORGAN UNDISCOVERED MANAGERS BEHAVIORAL VALUE FD #1368 - CL L | 2018-01-26 | 2019-02-22 | $1,234 | $1,167 | $67 | $67 | |
| 126.563 VANGUARD LONG TERM TREASURY FD - ADM | 2018-12-06 | 2019-02-22 | $1,497 | $1,458 | $39 | $39 | |
| 155.939 VANGUARD SHT TERM TREASURY FD #532 - CL ADM | 2018-06-26 | 2019-02-22 | $1,633 | $1,628 | $5 | $5 | |
| 17.601 VANGUARD SHT TERM TREASURY FD #532 - CL ADM | 2018-12-06 | 2019-02-22 | $184 | $183 | $1 | $1 | |
| 22.323 VANGUARD 500 INDEX FD #540 - CL ADM | 2018-12-06 | 2019-02-22 | $5,773 | $5,579 | $194 | $194 | |
| 121.34 DFA EMERG MRKTS CORE EQ PORTFOLIO #5272 - CL INST | 2018-12-06 | 2019-08-05 | $2,329 | $2,379 | -$50 | -$50 | |
| 9.628 DODGE & COX STOCK FD #145 | 2018-01-26 | 2019-08-05 | $1,740 | $1,895 | -$155 | -$155 | |
| 4.393 FEDERATED #221 INSTL HI YIELD BD - CL R6 | 2015-05-21 | 2019-08-05 | $43 | $44 | -$1 | -$1 | |
| 37.972 FEDERATED SELECT TOTAL RETURN BOND FUND CL IS #835 | 2018-12-06 | 2019-08-05 | $366 | $352 | $14 | $14 | |
| 3.824 FEDERATED SELECT TOTAL RETURN BOND FUND CL IS #835 | 2019-02-22 | 2019-08-05 | $37 | $36 | $1 | $1 | |
| 99.806 FEDERATED SELECT TOTAL RETURN BOND FUND CL IS #835 | 2017-07-27 | 2019-08-05 | $962 | $957 | $5 | $5 | |
| 275.153 GOLDMAN SACHS US EQUITY DIV AND PREM FD #2530 - CL INS | 2018-06-26 | 2019-08-05 | $3,481 | $3,649 | -$168 | -$168 | |
| 196.222 GOLDMAN SACHS US EQUITY DIV AND PREM FD #2530 - CL INS | 2019-02-22 | 2019-08-05 | $2,482 | $2,468 | $14 | $14 | |
| 20.803 JPMORGAN HEDGED EQUITY I | 2019-02-22 | 2019-08-05 | $414 | $411 | $3 | $3 | |
| 2.999 JP MORGAN SM-CAP EQUITY SEL #367 - CL I | 2017-07-27 | 2019-08-05 | $170 | $167 | $3 | $3 | |
| 7.532 VANGUARD INTL GROWTH FUND #581 - CL ADM | 2019-02-22 | 2019-08-05 | $662 | $666 | -$4 | -$4 | |
| 15.529 VANGUARD PRIMECAP FD #559 - CL ADM | 2018-01-26 | 2019-08-05 | $2,062 | $2,158 | -$96 | -$96 | |
| 52.037 VANGUARD INFLATION PROTECTED SEC FD #5119 - CL ADM | 2019-02-22 | 2019-08-05 | $1,360 | $1,294 | $66 | $66 | |
| 61.942 VANGUARD INT TERM TREASURY INDEX #1943 - CL ADM | 2019-02-22 | 2019-08-05 | $1,394 | $1,331 | $63 | $63 | |
| 97.106 WESTERN ASSET CORE PLUS BOND FD - CL S | 2018-12-06 | 2019-08-05 | $1,164 | $1,073 | $91 | $91 | |
| 15.163 DFA INTL CORE EQUITY #5306 | 2018-06-26 | 2019-08-21 | $187 | $214 | -$27 | -$27 | |
| 23.742 DFA US LARGE COMPANY PORTFOLIO #5127 | 2018-06-26 | 2019-08-21 | $537 | $504 | $33 | $33 | |
| 1.914 DODGE & COX INTL STOCK FD #1048 | 2019-08-05 | 2019-08-21 | $75 | $74 | $1 | $1 | |
| .697 DODGE & COX STOCK FD #145 | 2018-01-26 | 2019-08-21 | $127 | $154 | -$27 | -$27 | |
| 3.244 FEDERATED #221 INSTL HI YIELD BD - CL R6 | 2015-11-06 | 2019-08-21 | $32 | $33 | -$1 | -$1 | |
| 18.014 FEDERATED #225 TOTAL RETURN BOND FD - CL R6 | 2018-12-06 | 2019-08-21 | $200 | $187 | $13 | $13 | |
| 3.134 FIDELITY NEW MARKETS INC I | 2015-02-09 | 2019-08-21 | $47 | $50 | -$3 | -$3 | |
| 3.641 HARDING LOEVNER INST EMER MARKETS - CL INST | 2018-01-26 | 2019-08-21 | $73 | $90 | -$17 | -$17 | |
| 4.102 JPMORGAN HEDGED EQUITY I | 2019-02-22 | 2019-08-21 | $83 | $81 | $2 | $2 | |
| 2.062 JP MORGAN SM-CAP EQUITY SEL #367 - CL I | 2017-07-27 | 2019-08-21 | $118 | $115 | $3 | $3 | |
| 6.649 JP MORGAN CORE BOND #3720 - CL I | 2019-08-05 | 2019-08-21 | $80 | $79 | $1 | $1 | |
| 1.451 JP MORGAN UNDISCOVERED MANAGERS BEHAVIORAL VALUE FD #1368 - CL L | 2018-01-26 | 2019-08-21 | $84 | $105 | -$21 | -$21 | |
| 5.647 VANGUARD DIVIDEND GROWTH FUND #57 - CL INV | 2018-01-26 | 2019-08-21 | $170 | $160 | $10 | $10 | |
| .808 VANGUARD INTL GROWTH FUND #581 - CL ADM | 2019-02-22 | 2019-08-21 | $73 | $71 | $2 | $2 | |
| 1.965 VANGUARD EQUITY INCOME FD #565 - CL ADM | 2019-08-05 | 2019-08-21 | $146 | $143 | $3 | $3 | |
| .94 VANGUARD PRIMECAP FD #559 - CL ADM | 2018-01-26 | 2019-08-21 | $128 | $136 | -$8 | -$8 | |
| 21.641 VANGUARD TOTAL BOND MKT INDEX FD #584 - CL ADM | 2018-12-06 | 2019-08-21 | $241 | $224 | $17 | $17 | |
| 16.588 WESTERN ASSET CORE PLUS BOND FD - CL S | 2018-12-06 | 2019-08-21 | $201 | $183 | $18 | $18 | |
| CAPITAL GAIN DIVIDENDS | $1,422 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $436 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $9,089 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $99,601 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.091254 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $4,371 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $207,562 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.021059 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $4,311 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $102,889 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.0419 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $14,825 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $115,075 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.128829 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $3,003 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $117,062 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.025653 | DistributionYr5Rt |
| Total Distribution | 0.308695 | TotalDistributionRt |
| Average Distribution | 0.061739 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $100,765 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $6,221 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $12 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $6,233 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $6,724 | 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 | $12 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $12 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $12 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $12 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIRST COMMONWEALTH BANK-TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8004593282 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 654 PHILADELPHIA STREET | AddressLine1Txt |
| City | INDIANA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIRST COMMONWEALTH BANK-TRUST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 654 PHILADELPHIA STREET | AddressLine1Txt |
| City | INDIANA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $2,500 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $100,292 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,007 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $102,299 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $102,299 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,534 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $100,765 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,038 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,038 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12 | TotalTaxAmt |
| Distributable Before Adj | $5,026 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,026 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,026 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,724 | 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 | $6,724 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $12 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $6,712 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,026 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,633 | 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 | $6,724 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,633 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,091 | 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 | $935 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTMORELAND CO ASSN FOR THE BLIND | BusinessNameLine1Txt |
| Business Name Line2 | ATTN MS LAURIE BLEND | BusinessNameLine2Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 911 S MAIN STREET | AddressLine1Txt |
| City | GREENSBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 156014140 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL OPERATING PURPOSES | GrantOrContributionPurposeTxt |
| Amt | $4,719 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,719 | 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 | $2,330 | 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 | $436 | 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 | $72 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,838 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,838 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $1,005 | Amt |
| Disbursements Charitable Prps | $1,005 | DisbursementsCharitablePrpsAmt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIRST COMMONWEALTH BANK-TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | TRUSTEE FEES | ShortExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (10 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FEDERATED #221 INSTL HI YIELD | $992 | $1,028 |
| FEDERATED #225 TOTAL RETURN BO | $6,029 | $6,339 |
| FEDERATED #835 MORTGAGE FUND | ||
| FIDELITY FLOATING RATE HIGH IN | ||
| FIDELITY NEW MARKETS INC | $1,538 | $1,502 |
| VANGUARD TOTAL BOND MKT INDEX | $7,170 | $7,602 |
| VANGUARD LONG TERM TREASURY FD | ||
| VANGUARD SHT TERM TREASURY FD | ||
| WESTERN ASSET CORE PLUS BOND F | $5,902 | $6,323 |
| JP MORGAN CORE BOND #3720 | $2,528 | $2,500 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (20 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CALAMOS MARKET NEUTRAL INCOME | ||
| DFA INTL CORE EQUITY #5306 | $6,846 | $7,357 |
| DFA EMERG MRKTS CORE EQ PORT # | ||
| DFA INTL SMALL COMP PORT #5089 | ||
| DFA US LARGE COMPANY PORT #512 | $17,831 | $20,592 |
| DODGE & COX STOCK FD #145 | $5,135 | $4,711 |
| FEDERATED #251 STRATEGIC VALUE | ||
| FIDELITY ADVISOR INTL DISCOV # | ||
| GOLDMAN SACHS US EQUITY DIV AN | ||
| HARDING LOEVNER INST EMER MARK | $3,085 | $2,897 |
| JP MORGAN SM-CAP EQUITY SEL #3 | $4,295 | $4,315 |
| T ROWE PRICE VALUE FD #523 | ||
| JP MORGAN UNDISCOVERED MANAGES | $3,597 | $3,167 |
| VANGUARD DIVIDEND GROWTH FD #5 | $5,590 | $6,048 |
| VANGUARD PRIMECAP FD #559 | $4,569 | $4,747 |
| VANGUARD 500 INDEX FD #540 | ||
| DODGE & COX INTL STOCK FD #104 | $2,607 | $2,928 |
| JPMORGAN HEDGED EQUITY | $2,836 | $3,055 |
| VANGUARD INTL GROWTH FD #581 | $2,516 | $2,923 |
| VANGUARD EQUITY INCOME FD #565 | $4,997 | $5,466 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2019 INCOME POSTED IN 2020 | $74 |
| ROUNDING | $4 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Revenue And Expenses Per Books | $72 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2018 INCOME POSTED IN 2019 | Desc |
| Amt | $82 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $72 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $29 | $29 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $4 | $4 | $0 |