PAUL AND GENE DOBY CHARITABLE TR: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- PAUL AND GENE DOBY CHARITABLE TR (EIN 03-6086723)
- Tax period
- 2019-04-01 to 2020-03-31
- Filed
- 2020-05-12
- IRS object ID
- 202001339349100525
- 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 Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-12T15:00:22-05:00 | ReturnTs |
| Tax Period End | 2020-03-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 036086723 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DOBY PAUL & GENE CHARITABLE TUW | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DOBY | 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 | 2020-04-13 | SignatureDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 161.150.240.4 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DDAB17B02E4EC9B2EBC4ADBD1BB9DCBFEBDB5BDE | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | DDAB17B02E4EC9B2EBC4ADBD1BB9DCBFEBDB5BDE | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-11-19 02:30:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,069,685 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $34,434 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $34,434 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $52,756 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,023,259 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $52,756 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $87,190 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $87,190 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $16,520 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $8,260 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $8,260 | 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 | $5,903 | 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 |
| Other Expenses Rev And Expnss | $15 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $15 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $22,438 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,260 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,275 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $51,141 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $51,141 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $73,579 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,260 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $59,416 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $13,611 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $78,930 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $37,929 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $34,239 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $34,239 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $1,182,406 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,199,710 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,035,446 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,220,335 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,233,949 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,069,685 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,212,311 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,225,402 | CapitalStockEOYAmt |
| Retained Earning BOY | $8,024 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,547 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,220,335 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,233,949 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,220,335 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,233,949 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,220,335 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $13,611 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3 | OtherIncreasesAmt |
| Subtotal | $1,233,949 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,233,949 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (35 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 32.304 CAMBIAR INTL EQUITY FUND-INS | 2018-05-21 | 2019-04-04 | $837 | $931 | -$94 | -$94 | |
| 1484.004 BAIRD MIDCAP INST | 2018-05-21 | 2019-04-04 | $31,594 | $30,541 | $1,053 | $1,053 | |
| 444.887 WCM FOCUSED INTL GROWTH-INS | 2018-09-26 | 2019-04-04 | $7,096 | $7,425 | -$329 | -$329 | |
| 377. ISHARES TIPS BOND ETF | 2018-05-21 | 2019-04-04 | $42,382 | $41,990 | $392 | $392 | |
| 1233. ISHARES CORE US AGGREGATE BOND ETF | 2018-05-21 | 2019-04-04 | $133,419 | $129,909 | $3,510 | $3,510 | |
| 573. ISHARES MSCI EMERGING MKTS INDEX FUND | 2018-05-21 | 2019-04-04 | $25,165 | $26,437 | -$1,272 | -$1,272 | |
| 465. ISHARES TR S&P 500/BARRA GROWTH INDEX FD | 2018-11-28 | 2019-04-04 | $81,017 | $75,114 | $5,903 | $5,903 | |
| 84. ISHARES TR S&P SMLCP VALU | 2018-05-21 | 2019-04-04 | $12,648 | $13,620 | -$972 | -$972 | |
| 69. ISHARES TR S&P SMLCP GROW | 2018-05-21 | 2019-04-04 | $12,500 | $12,844 | -$344 | -$344 | |
| 712. ISHARES EDGE MSCI USA QUALITY FACTOR ETF | 2018-05-21 | 2019-04-04 | $63,824 | $60,223 | $3,601 | $3,601 | |
| 562. ISHARES EDGE MSCI USA VALUE FACTOR ETF | 2018-05-21 | 2019-04-04 | $45,853 | $47,750 | -$1,897 | -$1,897 | |
| 143. ISHARES EDGE MSCI USA MOMENTUM FACTOR ETF | 2018-09-28 | 2019-04-04 | $15,989 | $17,054 | -$1,065 | -$1,065 | |
| 2163.997 MFS VALUE FUND CLASS I FUND 893 | 2018-05-21 | 2019-04-04 | $87,404 | $86,517 | $887 | $887 | |
| 622.9 T ROWE PRICE GROWTH STOCK FUND | 2009-07-20 | 2019-04-04 | $42,027 | $14,345 | $27,682 | $27,682 | |
| 493.807 T ROWE PRICE GROWTH STOCK FUND | 2018-05-21 | 2019-04-04 | $33,317 | $33,643 | -$326 | -$326 | |
| 2509.499 ROWE T PRICE VALUE FD INC COM | 2018-05-21 | 2019-04-04 | $87,230 | $92,861 | -$5,631 | -$5,631 | |
| 12020.888 VANGUARD TOTL BD MKT IDX-ADM | 2018-05-21 | 2019-04-04 | $127,782 | $124,416 | $3,366 | $3,366 | |
| 3573.441 VIRTUS SEIX FLOATING RATE HIGH INCOME FUND CLASS I | 2018-05-21 | 2019-04-04 | $30,589 | $31,125 | -$536 | -$536 | |
| 825.608 WELLS FARGO SPECIAL US MID CAP VALUE I | 2018-05-21 | 2019-04-04 | $31,497 | $31,158 | $339 | $339 | |
| 1208. WISDOMTREE U.S. QUALITY DIVI ETF | 2018-05-21 | 2019-04-04 | $52,717 | $50,349 | $2,368 | $2,368 | |
| 762.479 BLACKROCK TOTAL RETURN-I | 2019-04-04 | 2020-03-04 | $9,424 | $8,738 | $686 | $686 | |
| 53.444 DOUBLELINE FLEXIBLE INC-I | 2019-04-04 | 2020-03-04 | $523 | $516 | $7 | $7 | |
| 253.895 HARBOR FD VALUE FUND | 2019-04-04 | 2020-03-04 | $4,197 | $3,829 | $368 | $368 | |
| 422.686 WCM FOCUSED INTL GROWTH-INS | 2018-09-26 | 2020-03-04 | $7,930 | $7,055 | $875 | $875 | |
| 10. ISHARES TR S&P 500 INDEX FD | 2019-04-04 | 2020-03-04 | $3,105 | $2,893 | $212 | $212 | |
| 89.803 LAZARD GLOBAL LISTED INFRASTRUCTURE PORTFOLIO | 2018-09-26 | 2020-03-04 | $1,414 | $1,374 | $40 | $40 | |
| 102.465 MFS EMERGING MKTS DEBT FD-R6 | 2019-04-04 | 2020-03-04 | $1,557 | $1,472 | $85 | $85 | |
| 152.844 PRINCIPAL MIDCAP FUND-R6 | 2019-04-04 | 2020-03-04 | $4,767 | $4,200 | $567 | $567 | |
| 61.403 PGIM HIGH YIELD FUND CLASS R6 | 2019-04-04 | 2020-03-04 | $338 | $333 | $5 | $5 | |
| 2. SCHWAB US REIT ETF | 2019-04-04 | 2020-03-04 | $90 | $89 | $1 | $1 | |
| 88.463 TOUCHSTONE SANDS EM GR-INST FUND 565 | 2019-04-04 | 2020-03-04 | $1,269 | $1,181 | $88 | $88 | |
| 50.625 TOUCHSTONE MID CAP GROW-INST | 2019-04-04 | 2020-03-04 | $1,702 | $1,582 | $120 | $120 | |
| 491.036 WASATCH INTL OPPORTUNIT-INST | 2018-05-21 | 2020-03-04 | $1,812 | $1,743 | $69 | $69 | |
| 642.375 WESTERN ASSET CORE PLUS BOND FD CLASS I FD 287 | 2018-05-21 | 2020-03-04 | $7,908 | $7,246 | $662 | $662 | |
| CAPITAL GAIN DIVIDENDS | $12,336 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $52,756 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $58,840 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,234,963 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047645 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $57,069 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,250,698 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04563 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $57,454 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,188,784 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04833 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $60,993 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,199,942 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.05083 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $56,807 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,243,966 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.045666 | DistributionYr5Rt |
| Total Distribution | 0.238101 | TotalDistributionRt |
| Average Distribution | 0.04762 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,251,841 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $59,613 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $789 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $60,402 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $59,416 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,579 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,579 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,579 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,192 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $3,192 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,613 | OverpaymentAmt |
| Applied To ES Tax | $790 | AppliedToESTaxAmt |
| Refund | $823 | 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 | IL | 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 NA | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 116 ALLEGHENY CENTER MALL | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 4 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $16,520 | 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 | $1,270,905 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,270,905 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,270,905 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $19,064 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,251,841 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $62,592 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $62,592 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,579 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,579 | TotalTaxAmt |
| Distributable Before Adj | $61,013 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $61,013 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $61,013 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $59,416 | 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 | $59,416 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $59,416 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $61,013 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $51,140 | 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 | $59,416 | QualifyingDistributionsAmt |
| Applied To Year1 | $51,140 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $8,276 | 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 | $52,737 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| THE CENTRAL BAPTIST CHURCH | |||||||
| 501 S FOURTH | SPRINGFIELD | IL | 627011793 | NONE | PC | GENERAL SUPPORT | $41,342 |
| WASHINGTON ST MISSION | |||||||
| 408 N FOURTH STREET | SPRINGFIELD | IL | 627025206 | NONE | PC | GENERAL SUPPORT | $3,268 |
| IMMANUEL BAPTIST CHURCH | |||||||
| 501 N SHACKLEFORD RD | LITTLE ROCK | AR | 722112532 | NONE | PC | GENERAL SUPPORT | $6,531 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $51,141 | 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 | $34,434 | 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 | $52,756 | 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 | $87,190 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $87,190 | 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 | $389,598 | $375,581 |
| MUTUAL FUNDS - EQUITY | AT COST | $810,112 | $659,865 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STATE FILING FEES | Desc |
| Revenue And Expenses Per Books | $15 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $15 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING ADJ FOR SALES AND TRANSACTIONS | Desc |
| Amt | $3 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $2,711 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $3,192 | $0 | $0 |