THOMAS MARSHALL TUW FBO BROCKWAY RECREATION BOARD2: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THOMAS MARSHALL TUW FBO BROCKWAY RECREATION BOARD2 (EIN 25-6480888)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-15
- IRS object ID
- 202041369349100429
- 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 | 256480888 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROCKWAY RECREATION BOARD TUW #2 470004003 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARS | 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 |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 216.68.127.170 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 7CD913957508A91C9AFBA664925A3248E594EF4D | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8B62309B6DB231277582E14AA980352F2F60E14A | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $483,055 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $16,773 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $16,035 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $451 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $390,935 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $451 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $89 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $17,313 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $16,486 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $5,845 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $3,507 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $2,338 | 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 | $90 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $90 | 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 | $6,940 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,597 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,343 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $16,023 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $16,023 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $22,963 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,597 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $19,366 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$5,650 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $12,889 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,236 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $2,918 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $21,283 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $21,283 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $168,479 | CorporateStockBOYAmt |
| Corporate Stock EOY | $158,039 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $176,476 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $294,981 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $282,597 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $285,296 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $467,614 | TotalAssetsBOYAmt |
| Total Assets EOY | $461,919 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $483,055 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $467,614 | CapitalStockBOYAmt |
| Capital Stock EOY | $461,919 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $467,614 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $461,919 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $467,614 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $461,919 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $467,614 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$5,650 | ExcessRevenueOverExpensesAmt |
| Other Increases | $710 | OtherIncreasesAmt |
| Subtotal | $462,674 | SubtotalAmt |
| Other Decreases | $755 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $461,919 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (26 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 1905.485 FIDELITY FLOATING RATE HIGH INCOME FUND #814 - CL RET | 2017-06-23 | 2019-02-19 | $18,026 | $18,660 | -$634 | -$634 | |
| 650.278 CALAMOS MARKET NEUTRAL INCOME FD - CL I | 2018-06-06 | 2019-02-22 | $8,447 | $8,707 | -$260 | -$260 | |
| 1218.032 FEDERATED #221 INSTL HI YIELD BD - CL R6 | 2011-02-08 | 2019-06-06 | $11,815 | $11,371 | $444 | $444 | |
| 9700.807 FEDERATED #303 INTER CORP BD FD - CL INST | 2017-06-23 | 2019-06-06 | $88,277 | $92,912 | -$4,635 | -$4,635 | |
| 5635.537 FEDERATED SELECT TOTAL RETURN BOND FUND CL IS #835 | 2015-05-21 | 2019-06-06 | $53,819 | $54,633 | -$814 | -$814 | |
| 83. PROSHARES S&P 500 DIVIDEND A ETF | 2017-06-27 | 2019-06-06 | $5,628 | $4,807 | $821 | $821 | |
| 1446.69 VANGUARD GNMA FD #536 - CL ADM | 2017-06-23 | 2019-06-06 | $15,118 | $15,626 | -$508 | -$508 | |
| 2874.346 VANGUARD SHT TERM TREASURY FD #532 - CL ADM | 2017-01-20 | 2019-06-06 | $30,382 | $30,679 | -$297 | -$297 | |
| 702.368 VANGUARD SHORT-TERM CORP BD INDEX #1945 - CL ADM | 2017-06-23 | 2019-06-06 | $15,298 | $15,187 | $111 | $111 | |
| 6.817 VANGUARD 500 INDEX FD #540 - CL ADM | 2017-01-20 | 2019-06-06 | $1,796 | $1,430 | $366 | $366 | |
| 5155.395 FEDERATED #225 TOTAL RETURN BOND FD - CL R6 | 2019-06-06 | 2019-08-05 | $56,967 | $55,833 | $1,134 | $1,134 | |
| 1524.627 FEDERATED SELECT TOTAL RETURN BOND FUND CL IS #835 | 2017-06-23 | 2019-08-05 | $14,697 | $14,808 | -$111 | -$111 | |
| 2.401 FIDELITY REAL ESTATE INCOME FD #833 - CL RET | 2017-06-23 | 2019-08-05 | $30 | $30 | |||
| 31.413 FIDELITY NEW MARKETS INC I | 2011-02-08 | 2019-08-05 | $476 | $471 | $5 | $5 | |
| 3. PROSHARES S&P 500 DIVIDEND A ETF | 2017-06-27 | 2019-08-05 | $200 | $174 | $26 | $26 | |
| 1462.402 VANGUARD TOTAL BOND MKT INDEX FD #584 - CL ADM | 2019-06-06 | 2019-08-05 | $16,203 | $15,823 | $380 | $380 | |
| 212.534 VANGUARD INFLATION PROTECTED SEC FD #5119 - CL ADM | 2019-06-06 | 2019-08-05 | $5,556 | $5,479 | $77 | $77 | |
| 336.477 VANGUARD INFLATION PROTECTED SEC FD #5119 - CL ADM | 2017-06-23 | 2019-08-05 | $8,796 | $8,482 | $314 | $314 | |
| 101.082 VANGUARD INT TERM TREASURY INDEX #1943 - CL ADM | 2019-06-06 | 2019-08-05 | $2,275 | $2,233 | $42 | $42 | |
| 557.291 VANGUARD INT TERM TREASURY INDEX #1943 - CL ADM | 2017-06-23 | 2019-08-05 | $12,545 | $12,195 | $350 | $350 | |
| 4.782 VANGUARD 500 INDEX FD #540 - CL ADM | 2017-01-20 | 2019-08-05 | $1,257 | $1,003 | $254 | $254 | |
| 858.323 WESTERN ASSET CORE PLUS BOND FD - CL S | 2019-02-19 | 2019-08-05 | $10,291 | $9,811 | $480 | $480 | |
| 26.039 FIDELITY REAL ESTATE INCOME FD #833 - CL RET | 2019-06-06 | 2019-08-08 | $328 | $322 | $6 | $6 | |
| 763.276 FIDELITY REAL ESTATE INCOME FD #833 - CL RET | 2017-06-23 | 2019-08-08 | $9,625 | $9,381 | $244 | $244 | |
| 35.711 JP MORGAN CORE BOND #3720 - CL I | 2019-08-05 | 2019-08-08 | $427 | $427 | |||
| CAPITAL GAIN DIVIDENDS | $2,656 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $451 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $21,498 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $460,682 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046666 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $14,884 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $466,438 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.03191 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $23,011 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $454,249 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050657 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $44,656 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $497,099 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.089833 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $11,221 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $501,913 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.022356 | DistributionYr5Rt |
| Total Distribution | 0.241422 | TotalDistributionRt |
| Average Distribution | 0.048284 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $461,529 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $22,284 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $129 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $22,413 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $19,366 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $258 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $258 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $258 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $272 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $272 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $14 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $14 | 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 | 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 | $5,845 | 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 | $459,761 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,796 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $468,557 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $468,557 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,028 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $461,529 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $23,076 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $23,076 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $258 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $258 | TotalTaxAmt |
| Distributable Before Adj | $22,818 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $22,818 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $22,818 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $19,366 | 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 | $19,366 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $19,366 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $22,818 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $19,436 | 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 | $19,366 | QualifyingDistributionsAmt |
| Applied To Year1 | $19,366 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | 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 | $70 | Taxable2Amt |
| Undistributed Income CY | $22,818 | 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 | BROCKWAY AREA RECREATIONAL BOARD | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 MAIN STREET | AddressLine1Txt |
| City | BROCKWAY | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15824 | 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 | $16,023 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $16,023 | 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 | $16,773 | 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 | $451 | 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 | $89 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $17,313 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $17,313 | 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 (14 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FEDERATED #221 INSTL HI YIELD | $14,399 | $14,573 |
| FEDERATED #303 INTER CORP BD F | ||
| FEDERATEAD #835 MORTGAGE FUND | ||
| FIDELITY FLOATING RATE HIGH IN | ||
| FIDELITY NEW MARKETS INC | $14,131 | $14,166 |
| VANGUARD INFLATION PROTECTED S | ||
| VANGUARD GNMA FD #536 | ||
| VANGUARD SHT TERM TREASURY FD | ||
| VANGUARD SHORT-TERM CORP BD IN | ||
| VANGUARD INT TERM TREASURY IND | ||
| ISHARES US PFD STK ETF | $28,316 | $28,869 |
| JP MORGAN CORE BOND #3720 | $93,975 | $92,952 |
| VANGUARD TOTAL BOND MKT INDEX | $61,878 | $63,194 |
| WESTERN ASSET CORE PLUS BOND F | $69,898 | $71,542 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALERIAN MLP ETF | $11,657 | $8,985 |
| I SHARES INTERNATIONAL SELECT | $27,389 | $28,400 |
| PROSHARES S&P 500 DIVIDEND A E | $32,609 | $42,557 |
| CALAMOS MARKET NEUTRAL INCOME | ||
| FEDERATED #251 STRATEGIC VALUE | $44,735 | $41,191 |
| FIDELITY REAL ESTATE INCOME FD | ||
| VANGUARD 500 INDEX FD #540 | $41,649 | $55,343 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2019 INCOME POSTED IN 2020 | $754 |
| ROUNDING | $1 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Revenue And Expenses Per Books | $89 | 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 | $710 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES ON QUALIFIED FOR | $85 | $85 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $5 | $5 | $0 |