CATHERINE EVANS MCCAMPBELL CHARITABLE TR: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- CATHERINE EVANS MCCAMPBELL CHARITABLE TR (EIN 22-6976932)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-04-24
- IRS object ID
- 202041159349100014
- 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 Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-04-24T11:00:22-05:00 | 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 | 226976932 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CATHERINE EVANS MCCAMPBELL CHAR TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MCCA | 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 | 2020-04-10 | SignatureDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 161.150.46.69 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 7ED5F02E3CAEA7AC8A86726C8D9B62D96DB02D37 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | DDAB17B02E4EC9B2EBC4ADBD1BB9DCBFEBDB5BDE | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-11-06 18:47:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $930,353 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $22,532 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $22,532 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,931 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $123,086 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,931 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $24,463 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $24,463 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $20,840 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $10,420 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $10,420 | 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 | $2,422 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $40 | 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 |
| Other Expenses Rev And Expnss | $633 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $633 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $23,895 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,093 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,420 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $35,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $35,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $58,895 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,093 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $45,420 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$34,432 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $13,370 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $32,153 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $26,059 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $26,059 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $172,420 | CorporateStockBOYAmt |
| Other Investments BOY | $669,085 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $813,162 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $904,294 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $873,658 | TotalAssetsBOYAmt |
| Total Assets EOY | $839,221 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $930,353 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $863,225 | CapitalStockBOYAmt |
| Capital Stock EOY | $831,237 | CapitalStockEOYAmt |
| Retained Earning BOY | $10,433 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,984 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $873,658 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $839,221 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $873,658 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $839,221 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $873,658 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$34,432 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $839,226 | SubtotalAmt |
| Other Decreases | $5 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $839,221 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (75 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 1. LIBERTY FORMULA ONE SERIES A | 2018-10-03 | 2019-01-02 | $30 | $35 | -$5 | -$5 | |
| 2. AUTODESK INC | 2018-06-18 | 2019-01-17 | $273 | $283 | -$10 | -$10 | |
| 8. CDK GLOBAL INC | 2018-06-18 | 2019-02-01 | $391 | $518 | -$127 | -$127 | |
| 3. MOODYS CORP | 2018-06-18 | 2019-02-01 | $482 | $527 | -$45 | -$45 | |
| 1. O REILLY AUTOMOTIVE INC | 2018-06-18 | 2019-02-01 | $347 | $282 | $65 | $65 | |
| 3. CDK GLOBAL INC | 2018-08-15 | 2019-02-15 | $175 | $181 | -$6 | -$6 | |
| 7. AMN HEALTHCARE SERVICES | 2018-06-18 | 2019-02-20 | $377 | $410 | -$33 | -$33 | |
| 5. DORMAN PRODUCTS INC | 2018-06-18 | 2019-02-20 | $453 | $352 | $101 | $101 | |
| 2. HD SUPPLY HOLDINGS INC | 2018-06-18 | 2019-02-20 | $88 | $89 | -$1 | -$1 | |
| 2. MASIMO CORPORATION | 2018-06-18 | 2019-02-20 | $258 | $201 | $57 | $57 | |
| 5. UMB FINL CORP | 2018-06-18 | 2019-02-20 | $343 | $388 | -$45 | -$45 | |
| 19. MULTI-COLOR CORP | 2018-06-18 | 2019-02-27 | $948 | $1,337 | -$389 | -$389 | |
| 2. HD SUPPLY HOLDINGS INC | 2018-06-18 | 2019-03-01 | $86 | $89 | -$3 | -$3 | |
| 1. O REILLY AUTOMOTIVE INC | 2018-06-18 | 2019-03-01 | $371 | $282 | $89 | $89 | |
| 2. SBA COMMUNICATIONS CORP | 2018-06-18 | 2019-03-01 | $364 | $315 | $49 | $49 | |
| 1. LIBERTY FORMULA ONE SERIES A | 2018-06-18 | 2019-03-12 | $35 | $32 | $3 | $3 | |
| 2. OMNICELL INC | 2018-06-18 | 2019-03-12 | $168 | $103 | $65 | $65 | |
| 4. PC CONNECTION INC | 2018-06-18 | 2019-03-14 | $151 | $125 | $26 | $26 | |
| 11. KAR AUCTION SERVICES INC | 2019-03-28 | $546 | $641 | -$95 | -$95 | ||
| 1. AON PLC EXCH 04/01/20 | 2018-06-18 | 2019-03-28 | $168 | $140 | $28 | $28 | |
| 1. MARTIN MARIETTA MATLS INC | 2018-06-18 | 2019-04-09 | $205 | $230 | -$25 | -$25 | |
| 2. SBA COMMUNICATIONS CORP | 2018-06-18 | 2019-04-09 | $402 | $315 | $87 | $87 | |
| 5. MASIMO CORPORATION | 2018-06-18 | 2019-04-25 | $643 | $502 | $141 | $141 | |
| 3. NEXSTAR MEDIA GROUP INC | 2018-06-18 | 2019-04-25 | $349 | $226 | $123 | $123 | |
| 3. CARMAX INC | 2018-06-18 | 2019-04-26 | $232 | $217 | $15 | $15 | |
| 2. GARTNER INC | 2018-06-18 | 2019-04-26 | $316 | $276 | $40 | $40 | |
| 1. TRANSDIGM GROUP INC | 2018-06-18 | 2019-04-26 | $478 | $339 | $139 | $139 | |
| 8. EMERGENT BIOSOLUTIONS INC | 2018-07-06 | 2019-05-22 | $348 | $432 | -$84 | -$84 | |
| 5. LIBERTY EXPEDIA HOLD-A-W/I MERGED 7/26/2019 | 2018-06-18 | 2019-05-30 | $208 | $232 | -$24 | -$24 | |
| 10. LYDALL INC | 2019-05-31 | $181 | $456 | -$275 | -$275 | ||
| 454.959 BAIRD AGGREGATE BOND FUND FD 72 | 2016-04-13 | 2019-06-07 | $5,000 | $4,964 | $36 | $36 | |
| 972. MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND CLASS I | 2016-04-13 | 2019-06-07 | $17,700 | $17,350 | $350 | $350 | |
| 1652.313 TEMPLETON INSTL FDS INC FOREIGN EQUITY SER | 2016-06-15 | 2019-06-07 | $25,396 | $29,527 | -$4,131 | -$4,131 | |
| 51. VANGUARD GROWTH ETF | 2016-04-07 | 2019-06-07 | $8,116 | $5,430 | $2,686 | $2,686 | |
| 13. LYDALL INC | 2019-06-13 | $256 | $577 | -$321 | -$321 | ||
| 15. DAVE & BUSTER'S ENTERTAINM | 2018-06-18 | 2019-06-19 | $590 | $823 | -$233 | -$233 | |
| 3619.91 BAIRD AGGREGATE BOND FUND FD 72 | 2016-04-13 | 2019-06-21 | $40,000 | $39,493 | $507 | $507 | |
| 2. AIR PRODUCTS & CHEMICALS INC | 2018-06-18 | 2019-06-26 | $448 | $326 | $122 | $122 | |
| 1. EQUINIX INC | 2018-06-18 | 2019-06-26 | $490 | $399 | $91 | $91 | |
| 2. VERISK ANALYTICS INC | 2018-06-18 | 2019-06-26 | $287 | $219 | $68 | $68 | |
| 3. OMNICELL INC | 2018-06-18 | 2019-06-27 | $257 | $155 | $102 | $102 | |
| 4. PROGRESSIVE CORP OHIO | 2018-06-18 | 2019-07-12 | $334 | $246 | $88 | $88 | |
| 3. DOLLAR GENERAL CORP | 2018-06-20 | 2019-07-29 | $409 | $295 | $114 | $114 | |
| 1. MOHAWK INDS INC | 2018-06-18 | 2019-07-29 | $126 | $211 | -$85 | -$85 | |
| 2. S&P GLOBAL INC | 2018-06-18 | 2019-07-29 | $486 | $416 | $70 | $70 | |
| .72 EXPEDIA GROUP INC | 2018-06-18 | 2019-07-31 | $95 | $93 | $2 | $2 | |
| 1. MOHAWK INDS INC | 2018-06-18 | 2019-08-09 | $117 | $211 | -$94 | -$94 | |
| 13. STURM RUGER & CO INC | 2018-06-18 | 2019-08-09 | $547 | $785 | -$238 | -$238 | |
| 1. AIR PRODUCTS & CHEMICALS INC | 2018-06-18 | 2019-08-15 | $224 | $163 | $61 | $61 | |
| 4. ECHOSTAR CORP CLASS A | 2018-06-18 | 2019-08-15 | $154 | $184 | -$30 | -$30 | |
| 2. GARTNER INC | 2018-06-18 | 2019-08-15 | $253 | $276 | -$23 | -$23 | |
| 1. METTLER TOLEDO INTL INC | 2018-06-18 | 2019-08-15 | $666 | $585 | $81 | $81 | |
| 2. MOHAWK INDS INC | 2018-06-18 | 2019-08-15 | $222 | $422 | -$200 | -$200 | |
| 2. RESTAURANT BRANDS INTERN-W/I SEDOL BTF8WD8 | 2018-06-18 | 2019-08-15 | $149 | $121 | $28 | $28 | |
| 3. CACI INTL INC CL A | 2018-06-18 | 2019-08-19 | $628 | $503 | $125 | $125 | |
| 17. CAMBREX CORP COM | 2018-06-18 | 2019-08-19 | $1,007 | $788 | $219 | $219 | |
| 5. CAMBREX CORP COM | 2019-03-12 | 2019-08-19 | $296 | $200 | $96 | $96 | |
| 7. NAVIGANT CONSULTING INC COM | 2019-05-21 | 2019-08-21 | $194 | $162 | $32 | $32 | |
| 52. NAVIGANT CONSULTING INC COM | 2018-06-18 | 2019-08-21 | $1,444 | $1,274 | $170 | $170 | |
| 10. SELECTED INS GROUP INC | 2018-06-18 | 2019-08-23 | $792 | $577 | $215 | $215 | |
| 1. TRANSDIGM GROUP INC | 2018-06-18 | 2019-08-29 | $527 | $339 | $188 | $188 | |
| 41. MSG NETWORKS INC | 2018-06-18 | 2019-09-03 | $677 | $889 | -$212 | -$212 | |
| 4. IHS MARKIT LTD SEDOL BD0Q558 | 2018-06-18 | 2019-09-19 | $271 | $203 | $68 | $68 | |
| 2. SBA COMMUNICATIONS CORP | 2018-06-18 | 2019-09-26 | $494 | $315 | $179 | $179 | |
| 1. LIBERTY FORMULA ONE SERIES A | 2019-04-15 | 2019-10-01 | $39 | $36 | $3 | $3 | |
| 1. S&P GLOBAL INC | 2018-06-18 | 2019-10-11 | $254 | $208 | $46 | $46 | |
| 1. LIBERTY FORMULA ONE SERIES A | 2019-10-10 | 2019-10-17 | $39 | $39 | |||
| 16. ANIXTER INTL INC | 2018-06-18 | 2019-10-30 | $1,331 | $1,056 | $275 | $275 | |
| 2. AIR PRODUCTS & CHEMICALS INC | 2018-06-18 | 2019-11-05 | $430 | $326 | $104 | $104 | |
| 3. MARTIN MARIETTA MATLS INC | 2018-06-18 | 2019-11-05 | $767 | $691 | $76 | $76 | |
| 2. DOLLAR GENERAL CORP | 2018-06-20 | 2019-11-26 | $319 | $196 | $123 | $123 | |
| 1. MARTIN MARIETTA MATLS INC | 2018-06-18 | 2019-11-26 | $264 | $230 | $34 | $34 | |
| 4. TRANSUNION | 2019-11-26 | $343 | $294 | $49 | $49 | ||
| .25 CALLON PETE CO DEL | 2018-06-18 | 2019-12-31 | $1 | $3 | -$2 | -$2 | |
| CAPITAL GAIN DIVIDENDS | $1,231 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,931 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $45,353 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $891,892 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05085 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $44,810 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $893,552 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050148 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $43,594 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $848,219 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051395 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $44,005 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $884,392 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049757 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $48,620 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $912,469 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.053284 | DistributionYr5Rt |
| Total Distribution | 0.255434 | TotalDistributionRt |
| Average Distribution | 0.051087 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $875,881 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $44,746 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $134 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $44,880 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $45,420 | 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 | $134 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $134 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $134 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,912 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,912 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,778 | OverpaymentAmt |
| Applied To ES Tax | $136 | AppliedToESTaxAmt |
| Refund | $1,642 | 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 | FL | 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 | 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| IAN MCCAMPBELL BAER | ||||||
| C/O PNC BANK 1900 E 9th ST | CLEVELAND | OH | 44144 | CO-TRUSTEE | 1 | $5,210 |
| LAURA MCCAMPBELL PFANZ | ||||||
| C/O PNC BANK 1900 E 9th ST | CLEVELAND | OH | 44144 | CO-TRUSTEE | 1 | $5,210 |
| PNC BANK N A | ||||||
| 116 ALLEGHENY CENTER MALL | PITTSBURGH | PA | 15212 | CO-TRUSTEE | 2 | $10,420 |
| 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 | $889,219 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $889,219 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $889,219 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,338 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $875,881 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $43,794 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $43,794 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $134 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $134 | TotalTaxAmt |
| Distributable Before Adj | $43,660 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $43,660 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $43,660 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $45,420 | 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 | $45,420 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $134 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $45,286 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $43,660 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | 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 | $1,110 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,110 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $45,420 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $43,660 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,760 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,870 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,870 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $1,110 | ExcessFromYear1Amt |
| Excess From Current Year | $1,760 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| IDYLLWILD ARTS FOUNDATION | |||||||
| PO BOX 38 | IDYLLWILD | CA | 92549 | NONE | PC | GENERAL SUPPORT | $20,000 |
| SOUTH KENT SCHOOL | |||||||
| 40 BULLS BRIDGE RD | SOUTH KENT | CT | 06785 | NONE | PC | GENERAL SUPPORT | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $35,000 | 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 | $22,532 | 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 | $1,931 | 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 | $24,463 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $24,463 | 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 - EQUITIES | AT COST | $243,934 | $250,787 |
| MUTUAL FUNDS - FIXED | AT COST | $569,228 | $653,507 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING ADJUSTMENT | Desc |
| Amt | $5 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MAP MANAGEMENT FEES | $632 | $632 | $0 |
| ADR SERVICE FEES | $1 | $1 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $40 | $40 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $470 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $1,912 | $0 | $0 |