MARY M CARTOLANO TR: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- MARY M CARTOLANO TR (EIN 25-6307654)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-03-06
- IRS object ID
- 202040669349100904
- Schema version
- 2019v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-03-06T09:00:25-06:00 | 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 | 256307654 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARY M CARTOLANO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DIOC | 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 | 2020-03-02 | 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 | 7E212972E6F6B88048C6AB6DE216AE337540982E | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6698B42016A0D090A42174BD6212A3FB9F55424A | 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 | $149,395 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $3,581 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,581 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $13,202 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $122,933 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $13,202 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $16,783 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $16,783 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $3,699 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $3,514 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $185 | 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 | $568 | 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 | $4,267 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,514 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $185 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,962 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,962 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $10,229 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,514 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,147 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,554 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $13,269 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $5,699 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,424 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,424 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $129,058 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $134,882 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $142,971 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $134,757 | TotalAssetsBOYAmt |
| Total Assets EOY | $141,306 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $149,395 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $133,833 | CapitalStockBOYAmt |
| Capital Stock EOY | $140,540 | CapitalStockEOYAmt |
| Retained Earning BOY | $924 | RetainedEarningBOYAmt |
| Retained Earning EOY | $766 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $134,757 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $141,306 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $134,757 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $141,306 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $134,757 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,554 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $141,311 | SubtotalAmt |
| Other Decreases | $5 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $141,306 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (65 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| .745 CAMBIAR INTL EQUITY FUND-INS | 2018-06-22 | 2019-04-04 | $19 | $21 | -$2 | -$2 | |
| 165.887 BAIRD MIDCAP INST | 2018-06-22 | 2019-04-04 | $3,532 | $3,475 | $57 | $57 | |
| 19.101 BAIRD MIDCAP INST | 2018-12-27 | 2019-04-04 | $407 | $335 | $72 | $72 | |
| 62.01 WCM FOCUSED INTL GROWTH-INS | 2018-09-26 | 2019-04-04 | $989 | $1,035 | -$46 | -$46 | |
| 5. ISHARES TIPS BOND ETF | 2018-06-22 | 2019-04-04 | $562 | $562 | |||
| 36. ISHARES TIPS BOND ETF | 2016-09-20 | 2019-04-04 | $4,047 | $4,133 | -$86 | -$86 | |
| 133. ISHARES CORE US AGGREGATE BOND ETF | 2018-06-22 | 2019-04-04 | $14,392 | $14,086 | $306 | $306 | |
| 64. ISHARES MSCI EMERGING MKTS INDEX FUND | 2018-06-22 | 2019-04-04 | $2,811 | $2,813 | -$2 | -$2 | |
| 2. ISHARES MSCI EMERGING MKTS INDEX FUND | 2018-12-27 | 2019-04-04 | $88 | $77 | $11 | $11 | |
| 56. ISHARES TR S&P 500/BARRA GROWTH INDEX FD | 2018-11-28 | 2019-04-04 | $9,757 | $8,963 | $794 | $794 | |
| 8. ISHARES TR S&P SMLCP VALU | 2018-06-22 | 2019-04-04 | $1,205 | $1,346 | -$141 | -$141 | |
| 1. ISHARES TR S&P SMLCP VALU | 2018-12-27 | 2019-04-04 | $151 | $129 | $22 | $22 | |
| 1. ISHARES TR S&P SMLCP GROW | 2018-12-27 | 2019-04-04 | $181 | $157 | $24 | $24 | |
| 7. ISHARES TR S&P SMLCP GROW | 2018-06-22 | 2019-04-04 | $1,268 | $1,354 | -$86 | -$86 | |
| 4. ISHARES EDGE MSCI USA QUALITY FACTOR ETF | 2018-12-27 | 2019-04-04 | $359 | $296 | $63 | $63 | |
| 83. ISHARES EDGE MSCI USA QUALITY FACTOR ETF | 2018-06-22 | 2019-04-04 | $7,440 | $7,062 | $378 | $378 | |
| 6. ISHARES EDGE MSCI USA VALUE FACTOR ETF | 2018-12-27 | 2019-04-04 | $490 | $422 | $68 | $68 | |
| 59. ISHARES EDGE MSCI USA VALUE FACTOR ETF | 2018-06-22 | 2019-04-04 | $4,814 | $5,027 | -$213 | -$213 | |
| 16. ISHARES EDGE MSCI USA MOMENTUM FACTOR ETF | 2018-09-28 | 2019-04-04 | $1,789 | $1,908 | -$119 | -$119 | |
| 1. ISHARES EDGE MSCI USA MOMENTUM FACTOR ETF | 2018-12-27 | 2019-04-04 | $112 | $96 | $16 | $16 | |
| 12.904 MFS VALUE FUND CLASS I FUND 893 | 2018-12-27 | 2019-04-04 | $521 | $455 | $66 | $66 | |
| 244.86 MFS VALUE FUND CLASS I FUND 893 | 2012-07-11 | 2019-04-04 | $9,890 | $5,828 | $4,062 | $4,062 | |
| 119.973 T ROWE PRICE GROWTH STOCK FUND | 2003-03-18 | 2019-04-04 | $8,095 | $2,220 | $5,875 | $5,875 | |
| 17.242 T ROWE PRICE GROWTH STOCK FUND | 2018-12-27 | 2019-04-04 | $1,163 | $977 | $186 | $186 | |
| 34.4 ROWE T PRICE VALUE FD INC COM | 2018-12-27 | 2019-04-04 | $1,196 | $1,042 | $154 | $154 | |
| 265.455 ROWE T PRICE VALUE FD INC COM | 2018-06-22 | 2019-04-04 | $9,227 | $9,806 | -$579 | -$579 | |
| 1300.143 VANGUARD TOTL BD MKT IDX-ADM | 2018-06-22 | 2019-04-04 | $13,821 | $13,521 | $300 | $300 | |
| 380.968 VIRTUS SEIX FLOATING RATE HIGH INCOME FUND CLASS I | 2016-08-01 | 2019-04-04 | $3,261 | $3,279 | -$18 | -$18 | |
| 6.538 VIRTUS SEIX FLOATING RATE HIGH INCOME FUND CLASS I | 2018-06-22 | 2019-04-04 | $56 | $57 | -$1 | -$1 | |
| 8.419 WELLS FARGO SPECIAL US MID CAP VALUE I | 2018-12-27 | 2019-04-04 | $321 | $272 | $49 | $49 | |
| 92.14 WELLS FARGO SPECIAL US MID CAP VALUE I | 2018-06-22 | 2019-04-04 | $3,515 | $3,492 | $23 | $23 | |
| 5. WISDOMTREE U.S. QUALITY DIVI ETF | 2018-12-27 | 2019-04-04 | $218 | $185 | $33 | $33 | |
| 139. WISDOMTREE U.S. QUALITY DIVI ETF | 2018-06-22 | 2019-04-04 | $6,066 | $5,810 | $256 | $256 | |
| 100.135 BLACKROCK TOTAL RETURN-I | 2019-04-04 | 2019-08-07 | $1,198 | $1,148 | $50 | $50 | |
| 30.903 DOUBLELINE FLEXIBLE INC-I | 2019-04-04 | 2019-08-07 | $302 | $299 | $3 | $3 | |
| 32.98 HARBOR FD VALUE FUND | 2019-04-04 | 2019-08-07 | $509 | $497 | $12 | $12 | |
| .062 OAKMARK INTL SM CAP-INST 2888 | 2019-04-04 | 2019-08-07 | $1 | $1 | |||
| 38.432 WCM FOCUSED INTL GROWTH-INS | 2018-09-26 | 2019-08-07 | $655 | $641 | $14 | $14 | |
| 1. ISHARES TR S&P 500 INDEX FD | 2019-04-04 | 2019-08-07 | $287 | $289 | -$2 | -$2 | |
| 4.57 JENSEN QUALITY GROWTH-Y | 2019-04-04 | 2019-08-07 | $228 | $230 | -$2 | -$2 | |
| 22.57 LAZARD GLOBAL LISTED INFRASTRUCTURE PORTFOLIO | 2018-09-26 | 2019-08-07 | $341 | $345 | -$4 | -$4 | |
| 17.488 MFS EMERGING MKTS DEBT FD-R6 | 2019-04-04 | 2019-08-07 | $260 | $251 | $9 | $9 | |
| 32.333 NUANCE MID CAP VALUE-Z | 2019-04-04 | 2019-08-07 | $413 | $404 | $9 | $9 | |
| 22.277 PRINCIPAL MIDCAP FUND-R6 | 2019-04-04 | 2019-08-07 | $660 | $612 | $48 | $48 | |
| 37.738 PGIM HIGH YIELD FUND CLASS R6 | 2019-04-04 | 2019-08-07 | $205 | $205 | |||
| 20.934 T ROWE PRICE INSTITUTIONAL FLOATING RATE FUND | 2019-04-04 | 2019-08-07 | $206 | $206 | |||
| 6. SCHWAB US REIT ETF | 2019-04-04 | 2019-08-07 | $268 | $268 | |||
| 10.066 TOUCHSTONE MID CAP GROW-INST | 2019-04-04 | 2019-08-07 | $323 | $314 | $9 | $9 | |
| 55.853 WASATCH INTL OPPORTUNIT-INST | 2018-06-22 | 2019-08-07 | $193 | $203 | -$10 | -$10 | |
| 98.6 WESTERN ASSET CORE PLUS BOND FD CLASS I FD 287 | 2019-04-04 | 2019-08-07 | $1,187 | $1,139 | $48 | $48 | |
| 9.069 CAMBIAR INTL EQUITY FUND-INS | 2018-06-22 | 2019-11-27 | $243 | $252 | -$9 | -$9 | |
| 9.389 SEAFARER OVERSEAS GROWTH & INCOME INSTL CLASS | 2019-04-04 | 2019-11-27 | $113 | $110 | $3 | $3 | |
| 20.619 HARBOR FD VALUE FUND | 2019-04-04 | 2019-11-27 | $352 | $311 | $41 | $41 | |
| 13.003 OAKMARK INTL SM CAP-INST 2888 | 2019-04-04 | 2019-11-27 | $204 | $189 | $15 | $15 | |
| 4.103 WCM FOCUSED INTL GROWTH-INS | 2018-09-26 | 2019-11-27 | $75 | $68 | $7 | $7 | |
| 3. ISHARES TR S&P SMLCAP 600 | 2019-04-04 | 2019-11-27 | $247 | $235 | $12 | $12 | |
| 3. ISHARES CORE MSCI EAFE ETF ETF | 2019-04-04 | 2019-11-27 | $193 | $186 | $7 | $7 | |
| 2.666 JENSEN QUALITY GROWTH-Y | 2019-04-04 | 2019-11-27 | $144 | $134 | $10 | $10 | |
| 19.212 NUANCE MID CAP VALUE-Z | 2019-04-04 | 2019-11-27 | $272 | $240 | $32 | $32 | |
| 4.359 PRINCIPAL MIDCAP FUND-R6 | 2019-04-04 | 2019-11-27 | $140 | $120 | $20 | $20 | |
| 7.161 TOUCHSTONE SANDS EM GR-INST FUND 565 | 2019-04-04 | 2019-11-27 | $101 | $96 | $5 | $5 | |
| 5.66 TOUCHSTONE MID CAP GROW-INST | 2019-04-04 | 2019-11-27 | $200 | $177 | $23 | $23 | |
| 7.295 TRIBUTARY SMALL COMPANY FD INST PLUS FD 1705 | 2019-04-04 | 2019-11-27 | $214 | $204 | $10 | $10 | |
| 31.821 WASATCH INTL OPPORTUNIT-INST | 2018-06-22 | 2019-11-27 | $122 | $116 | $6 | $6 | |
| CAPITAL GAIN DIVIDENDS | $1,314 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $13,202 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $7,065 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $143,423 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04926 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,553 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $140,072 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.018226 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $12,306 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $135,024 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.091139 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $7,137 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $145,565 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04903 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $7,088 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $147,443 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.048073 | DistributionYr5Rt |
| Total Distribution | 0.255728 | TotalDistributionRt |
| Average Distribution | 0.051146 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $141,971 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $7,261 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $133 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $7,394 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $6,147 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $265 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $265 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $265 | 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 |
| Overpayment | $356 | OverpaymentAmt |
| Applied To ES Tax | $268 | AppliedToESTaxAmt |
| Refund | $88 | 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 | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| 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 | $3,699 | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | ISSUED SCHOLARSHIPS TO 10 STUDENTS AT FRANCISCAN UNIVERSITY OF STEUBENVILLE | Description1Txt |
| Expenses1 | $5,962 | Expenses1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $144,133 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $144,133 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $144,133 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,162 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $141,971 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,099 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,099 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $265 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $265 | TotalTaxAmt |
| Distributable Before Adj | $6,834 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,834 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,834 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,147 | 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 | $6,147 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $6,147 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,834 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $5,962 | 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 | $6,147 | QualifyingDistributionsAmt |
| Applied To Year1 | $5,962 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $185 | 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 | $6,649 | 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
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DIOCESE OF PITTSBURGH | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2900 NOBLESTOWN ROAD | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4129215800 | RecipientPhoneNum |
| Form And Info And Materials | LETTER FORM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | INDIVIDUALS WHO HAVE ENTERED THE PRIESTHOOD. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANCISCAN UNIVERSITY OF | BusinessNameLine1Txt |
| Business Name Line2 | STEUBENVILLE | BusinessNameLine2Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1235 UNIVERSITY BLVD | AddressLine1Txt |
| City | STEUBENVILLE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43952 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | SCHOLARSHIPS | GrantOrContributionPurposeTxt |
| Amt | $5,962 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,962 | 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 | $3,581 | 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 | $13,202 | 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 | $16,783 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $16,783 | 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 | $46,645 | $48,151 |
| MUTUAL FUNDS - EQUITY | AT COST | $88,237 | $94,820 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING ADJ FOR SALES AND TRANSACTIONS | Desc |
| Amt | $5 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL ESTIMATES - PRINCIPAL | CategoryTxt |
| Amt | $568 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |