GEORGE D MARTIN TRUST: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- GEORGE D MARTIN TRUST (EIN 21-6010367)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-04-25
- IRS object ID
- 201901159349100010
- Schema version
- 2018v3.0
- 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 Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-04-25T11:00:26-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 216010367 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GEORGE D MARTIN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MART | BusinessNameControlTxt |
| Phone | 4127689969 | 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 | 4127689969 | PhoneNum |
| Signature | 2019-04-24 | SignatureDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 161.150.240.2 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA723F691FEEF913E8E2228B1A29D4C47AD80F10 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 3BB8C0E9FEC78F69228AD1801D614A994052CE46 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $752,993 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $18,745 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $18,745 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $65,047 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $453,156 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $65,047 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $223 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $84,015 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $83,792 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $8,900 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $7,120 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,780 | 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 | $1,698 | 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 | $10,598 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,120 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,780 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $30,276 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $30,276 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $40,874 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,120 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $32,056 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $43,141 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $76,672 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $58,378 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $61,392 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $61,392 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $780,699 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $682,270 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $691,601 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $839,077 | TotalAssetsBOYAmt |
| Total Assets EOY | $743,662 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $752,993 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $832,349 | CapitalStockBOYAmt |
| Capital Stock EOY | $743,662 | CapitalStockEOYAmt |
| Retained Earning BOY | $6,728 | RetainedEarningBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $839,077 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $743,662 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $839,077 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $743,662 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $839,077 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $43,141 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6 | OtherIncreasesAmt |
| Subtotal | $882,224 | SubtotalAmt |
| Other Decreases | $138,562 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $743,662 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (61 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 2226.671 BLACKROCK STRATEGIC INCOME OPPORTUNITIES PORTFOLIO | 2018-04-06 | $22,066 | $22,665 | -$599 | -$599 | ||
| 36.366 BLACKROCK STRATEGIC INCOME OPPORTUNITIES PORTFOLIO | 2018-04-06 | $360 | $361 | -$1 | -$1 | 2017-05-11 | |
| 1441.095 TEMPLETON GLOBAL BOND FUND AD FUND | 2018-04-06 | $17,221 | $18,957 | -$1,736 | -$1,736 | ||
| 70. ISHARES MSCI EAFE SMALL-CAP ETF | 2018-04-30 | $4,604 | $4,466 | $138 | $138 | 2017-11-30 | |
| 95. ISHARES MSCI EMERGING MKTS INDEX FUND | 2018-05-31 | $4,333 | $4,403 | -$70 | -$70 | 2017-11-30 | |
| 2. SECTOR SPDR TR SBI INT-TECH | 2018-05-31 | $140 | $127 | $13 | $13 | 2017-11-30 | |
| 2. SECTOR SPDR TR SBI INT-TECH | 2018-05-31 | $140 | $109 | $31 | $31 | 2017-04-28 | |
| 162. AMEX FINANCIAL SELECT SPDR | 2018-06-29 | $4,358 | $4,503 | -$145 | -$145 | 2018-04-30 | |
| 60. SECTOR SPDR TR SBI INT-ENERGY | 2018-07-31 | $4,633 | $4,581 | $52 | $52 | 2018-05-31 | |
| 66. SECTOR SPDR TR SBI INT-TECH | 2018-08-31 | $4,986 | $3,589 | $1,397 | $1,397 | 2017-04-28 | |
| 1. HALLIBURTON XXX-XX-XXXX | 2018-09-13 | $147 | $25 | $122 | $122 | 2001-01-01 | |
| 230. XTRACKERS MSCI JAPAN HEDGED ETF | 2018-09-25 | $10,189 | $9,509 | $680 | $680 | ||
| 1295. XTRACKERS MSCI EUROPE HEDGED ETF | 2018-09-25 | $37,030 | $36,610 | $420 | $420 | ||
| 458.162 ARTISAN INTERNATIONAL FD-ADV | 2018-09-26 | $15,591 | $10,740 | $4,851 | $4,851 | ||
| 433.792 HARDING LOEVNER INTERNATIONAL EQUITY PORTFOLIO | 2018-09-26 | $10,099 | $6,650 | $3,449 | $3,449 | 2012-11-01 | |
| 1902.613 MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND CLASS I | 2018-09-26 | $36,873 | $33,789 | $3,084 | $3,084 | ||
| 646.313 TEMPLETON INSTL FDS INC FOREIGN EQUITY SER | 2018-09-26 | $13,993 | $13,046 | $947 | $947 | ||
| 54. ISHARES TR S&P SMLCAP 600 | 2018-09-28 | $4,712 | $4,542 | $170 | $170 | 2018-06-29 | |
| 42. SECTOR SPDR TR SBI CYCL TRANS | 2018-09-28 | $4,932 | $4,673 | $259 | $259 | 2018-07-31 | |
| 65. SECTOR SPDR TR SBI INT-ENERGY | 2018-09-28 | $4,960 | $4,836 | $124 | $124 | 2018-08-31 | |
| 191.494 BAIRD MIDCAP INST | 2018-10-02 | $4,228 | $2,899 | $1,329 | $1,329 | 2016-04-06 | |
| 21.318 WCM FOCUSED INTL GROWTH-INS | 2018-10-02 | $353 | $356 | -$3 | -$3 | 2018-09-26 | |
| 8. ISHARES TR S&P SMLCP VALU | 2018-10-02 | $1,307 | $620 | $687 | $687 | 2011-04-06 | |
| 11. ISHARES TR S&P SMLCP GROW | 2018-10-02 | $2,166 | $1,319 | $847 | $847 | 2014-03-14 | |
| 95. ISHARES EDGE MSCI USA QUALITY FACTOR ETF | 2018-10-02 | $8,637 | $6,387 | $2,250 | $2,250 | 2016-10-03 | |
| 55. ISHARES EDGE MSCI USA VALUE FACTOR ETF | 2018-10-02 | $4,864 | $3,581 | $1,283 | $1,283 | 2016-10-03 | |
| 20. ISHARES EDGE MSCI USA MOMENTUM FACTOR ETF | 2018-10-02 | $2,390 | $2,385 | $5 | $5 | 2018-09-28 | |
| 34.554 LAZARD GLOBAL LISTED INFRASTRUCTURE PORTFOLIO | 2018-10-02 | $535 | $529 | $6 | $6 | 2018-09-26 | |
| 36.298 MFS VALUE FUND CLASS I FUND 893 | 2018-10-02 | $1,501 | $889 | $612 | $612 | 2011-04-06 | |
| 78.333 T ROWE PRICE GROWTH STOCK FUND | 2018-10-02 | $5,655 | $3,666 | $1,989 | $1,989 | 2013-10-07 | |
| 12.705 ROWE T PRICE VALUE FD INC COM | 2018-10-02 | $482 | $423 | $59 | $59 | 2013-08-01 | |
| 363.958 TOUCHSTONE SANDS CAPITAL SELECT GROWTH FD CLASS Y | 2018-10-02 | $6,711 | $5,203 | $1,508 | $1,508 | ||
| 97.086 WASATCH INTL OPPORTUNIT-INST | 2018-10-02 | $346 | $280 | $66 | $66 | 2016-05-26 | |
| 159. WISDOMTREE U.S. QUALITY DIVI ETF | 2018-10-02 | $7,091 | $5,122 | $1,969 | $1,969 | 2016-10-03 | |
| 204.585 CAMBIAR INTL EQUITY FUND-INS | 2018-11-28 | $5,129 | $5,683 | -$554 | -$554 | 2018-09-26 | |
| 125.545 BAIRD MIDCAP INST | 2018-11-28 | $2,595 | $1,901 | $694 | $694 | 2016-04-06 | |
| 316.347 WCM FOCUSED INTL GROWTH-INS | 2018-11-28 | $4,824 | $5,280 | -$456 | -$456 | 2018-09-26 | |
| 58. ISHARES TIPS BOND ETF | 2018-11-28 | $6,300 | $6,743 | -$443 | -$443 | 2016-08-25 | |
| 197. ISHARES CORE US AGGREGATE BOND ETF | 2018-11-28 | $20,651 | $21,780 | -$1,129 | -$1,129 | ||
| 5. ISHARES MSCI EMERGING MKTS INDEX FUND | 2018-11-28 | $207 | $213 | -$6 | -$6 | 2018-10-02 | |
| 75. ISHARES MSCI EMERGING MKTS INDEX FUND | 2018-11-28 | $3,105 | $3,127 | -$22 | -$22 | ||
| 30. ISHARES TR S&P 500/BARRA GROWTH INDEX FD | 2018-11-28 | $4,912 | $4,846 | $66 | $66 | 2018-11-28 | |
| 7. ISHARES TR S&P SMLCP VALU | 2018-11-28 | $1,057 | $542 | $515 | $515 | 2011-04-06 | |
| 6. ISHARES TR S&P SMLCP GROW | 2018-11-28 | $1,097 | $720 | $377 | $377 | 2014-03-14 | |
| 69. ISHARES EDGE MSCI USA QUALITY FACTOR ETF | 2018-11-28 | $5,772 | $4,639 | $1,133 | $1,133 | 2016-10-03 | |
| 53. ISHARES EDGE MSCI USA VALUE FACTOR ETF | 2018-11-28 | $4,341 | $3,451 | $890 | $890 | 2016-10-03 | |
| 11. ISHARES EDGE MSCI USA MOMENTUM FACTOR ETF | 2018-11-28 | $1,185 | $1,312 | -$127 | -$127 | 2018-09-28 | |
| 488.128 LAZARD GLOBAL LISTED INFRASTRUCTURE PORTFOLIO | 2018-11-28 | $7,468 | $7,468 | 2018-09-26 | |||
| 273.784 MFS VALUE FUND CLASS I FUND 893 | 2018-11-28 | $11,014 | $6,708 | $4,306 | $4,306 | 2011-04-06 | |
| 85.718 T ROWE PRICE GROWTH STOCK FUND | 2018-11-28 | $5,745 | $4,012 | $1,733 | $1,733 | 2013-10-07 | |
| 287.849 ROWE T PRICE VALUE FD INC COM | 2018-11-28 | $10,547 | $9,585 | $962 | $962 | 2013-08-01 | |
| 3292.816 TOUCHSTONE SANDS CAPITAL SELECT GROWTH FD CLASS Y | 2018-11-28 | $54,299 | $35,101 | $19,198 | $19,198 | 2011-04-06 | |
| 155.977 VIRTUS SEIX FLOATING RATE HIGH INCOME FUND CLASS I | 2018-11-28 | $1,330 | $1,359 | -$29 | -$29 | 2018-10-02 | |
| 354.168 VIRTUS SEIX FLOATING RATE HIGH INCOME FUND CLASS I | 2018-11-28 | $3,021 | $3,046 | -$25 | -$25 | ||
| 229.062 WASATCH INTL OPPORTUNIT-INST | 2018-11-28 | $740 | $660 | $80 | $80 | 2016-05-26 | |
| 86.125 WELLS FARGO SPECIAL US MID CAP VALUE I | 2018-11-28 | $3,166 | $2,766 | $400 | $400 | 2016-05-26 | |
| 3.559 WELLS FARGO SPECIAL US MID CAP VALUE I | 2018-11-28 | $131 | $138 | -$7 | -$7 | 2018-10-02 | |
| 867.419 WESTERN ASSET CORE PLUS BOND FD CLASS I FD 287 | 2018-11-28 | $9,542 | $10,062 | -$520 | -$520 | 2018-04-06 | |
| 134. WISDOMTREE U.S. QUALITY DIVI ETF | 2018-11-28 | $5,617 | $4,316 | $1,301 | $1,301 | 2016-10-03 | |
| 1907.33 VANGUARD TOTL BD MKT IDX-ADM | 2018-11-29 | $19,607 | $20,811 | -$1,204 | -$1,204 | ||
| CAPITAL GAIN DIVIDENDS | $12,121 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $65,047 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $37,099 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $907,193 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.040894 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $49,766 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $852,769 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.058358 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $44,114 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $906,914 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048642 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $38,369 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $916,916 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.041846 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $35,235 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $856,600 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.041134 | DistributionYr5Rt |
| Total Distribution | 0.230874 | TotalDistributionRt |
| Average Distribution | 0.046175 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $932,296 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $43,049 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $767 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $43,816 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $32,056 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,533 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,533 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,533 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $932 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $932 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $601 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | 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 | 4127689969 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 116 ALLEGHENY CENTER MALL | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PNC BANK | 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 | 2 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $8,900 | 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 | $946,493 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $946,493 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $946,493 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,197 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $932,296 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $46,615 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $46,615 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,533 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,533 | TotalTaxAmt |
| Distributable Before Adj | $45,082 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $45,082 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $45,082 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $32,056 | 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 | $32,056 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $32,056 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $45,082 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $12,707 | 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 | $32,056 | QualifyingDistributionsAmt |
| Applied To Year1 | $12,707 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $19,349 | 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 | $25,733 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| WASHINGTON MONUMENTAL | ||||||||
| CEMETERY ASSOCIATION | 9 BLYTHEWOOD COURT | NORTH BRUNSWICK | NJ | 08902 | NONE | PC | GENERAL SUPPORT | $12,058 |
| UNITED WAY - CENTRAL JERSEY | ||||||||
| 32 FORD AVENUE | MILLTOWN | NJ | 08850 | NONE | PC | GENEARL SUPPORT | $6,160 | |
| UNITED WAY OF GREATER PHILADELPHIA | ||||||||
| 1709 BENJAMIN FRANKLIN HWY | PHILADELPHIA | PA | 19103 | NONE | PC | GENERAL | $9,109 | |
| UNITEDWAY OF CAMDEN COUNTY | ||||||||
| 196 NEWTON AVENUE | CAMDEN | NJ | 08103 | NONE | PC | GENERAL SUPPORT | $2,949 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $30,276 | 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 | $18,745 | 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 | $65,047 | 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 | $223 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $84,015 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $84,015 | 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 |
|---|
| MUTUAL FUNDS - FIXED |
| MUTUAL FUNDS - EQUITY |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | HISTORICAL DISTRIBUTIONS | Desc |
| Amt | $138,562 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND FROM PRIOR YEAR | Desc |
| Revenue And Expenses Per Books | $223 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING ADJ FOR SALES AND TRANSACTIONS | Desc |
| Amt | $6 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $766 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $932 | $0 | $0 |