ETHEL E TOOMEY TRUST 679-4 BANCOHIO NATL BANK TTEE: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- ETHEL E TOOMEY TRUST 679-4 BANCOHIO NATL BANK TTEE (EIN 34-6692749)
- Tax period
- 2018-08-01 to 2019-07-31
- Filed
- 2019-09-19
- IRS object ID
- 201902629349100705
- 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
- Legal Fees Schedule
- Other Decreases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-09-19T15:00:22-05:00 | ReturnTs |
| Tax Period End | 2019-07-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 346692749 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ETHEL TOOMEY 1972 CHAR TR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TOOM | BusinessNameControlTxt |
| Phone | 4127629161 | 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 | 4127629161 | PhoneNum |
| Signature | 2019-08-12 | SignatureDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 161.150.240.4 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 3BB8C0E9FEC78F69228AD1801D614A994052CE46 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D15B6E5F7E1F5A63C9C759381E6F3302D40930CB | 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 | $1,607,975 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $42,111 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $42,111 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,662 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $248,039 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,662 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $48,773 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $48,773 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $5,100 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,550 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $2,550 | 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 Rev And Expnss | $1,025 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,025 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,439 | 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 | $9,564 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,550 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,575 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $74,679 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $74,679 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $84,243 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,550 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $78,254 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$35,470 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $46,223 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $6,117 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $23,714 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $23,714 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $1,571,362 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,518,093 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,584,261 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,577,479 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,541,807 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,607,975 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,577,113 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,541,951 | CapitalStockEOYAmt |
| Retained Earning BOY | $366 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$144 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,577,479 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,541,807 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,577,479 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,541,807 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,577,479 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$35,470 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,542,009 | SubtotalAmt |
| Other Decreases | $202 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,541,807 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (38 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 228.448 AQR MANAGED FUTURES STRATEGY FUND CLASS I | 2018-09-12 | $2,058 | $2,068 | -$10 | -$10 | ||
| 250.869 BLACKROCK EVENT DRIVEN EQ-IS | 2018-09-12 | $2,343 | $2,296 | $47 | $47 | ||
| 274.265 DRIEHAUS ACTIVE INCOME FUND FUND 640 | 2018-09-12 | $2,671 | $2,740 | -$69 | -$69 | 2018-03-07 | |
| 28.56 EATON VANCE GLOBAL MACRO ABSOLUTE RETURN ADVANTAGE FUND | 2018-09-12 | $278 | $306 | -$28 | -$28 | 2017-11-17 | |
| 37.045 EATON VANCE GLOBAL MACRO ABSOLUTE RETURN ADVANTAGE FUND | 2018-09-12 | $361 | $392 | -$31 | -$31 | 2017-08-16 | |
| 142.791 GOTHAM NEUTRAL FUND-INST | 2018-09-12 | $1,452 | $1,511 | -$59 | -$59 | 2018-03-07 | |
| 4.046 BRANDYWINE GLOBAL ALTERNATIVE CREDIT FUND CLASS I | 2018-09-12 | $42 | $42 | 2018-03-09 | |||
| 172.49 BRANDYWINE GLOBAL ALTERNATIVE CREDIT FUND CLASS I | 2018-09-12 | $1,790 | $1,799 | -$9 | -$9 | 2017-08-16 | |
| 449.884 AQR EQUITY MARKET NEUTRAL-I | 2018-10-29 | $4,814 | $5,727 | -$913 | -$913 | 2017-11-17 | |
| 160.551 AQR EQUITY MARKET NEUTRAL-I | 2018-10-29 | $1,718 | $1,999 | -$281 | -$281 | 2017-08-16 | |
| 293.377 AQR MANAGED FUTURES STRATEGY FUND CLASS I | 2018-10-29 | $2,558 | $2,558 | 2017-08-16 | |||
| 156.246 AQR MANAGED FUTURES STRATEGY FUND CLASS I | 2018-10-29 | $1,362 | $1,414 | -$52 | -$52 | 2018-03-07 | |
| 490.071 BLACKROCK EVENT DRIVEN EQ-IS | 2018-10-29 | $4,548 | $4,444 | $104 | $104 | ||
| 906.953 DRIEHAUS ACTIVE INCOME FUND FUND 640 | 2018-10-29 | $8,725 | $9,042 | -$317 | -$317 | ||
| 810.856 EATON VANCE GLOBAL MACRO ABSOLUTE RETURN ADVANTAGE FUND | 2018-10-29 | $7,784 | $8,571 | -$787 | -$787 | 2017-08-16 | |
| 705.003 GOTHAM NEUTRAL FUND-INST | 2018-10-29 | $7,262 | $7,403 | -$141 | -$141 | ||
| 424.196 BRANDYWINE GLOBAL ALTERNATIVE CREDIT FUND CLASS I | 2018-10-29 | $4,340 | $4,424 | -$84 | -$84 | 2017-08-16 | |
| 1722. BLACKROCK TOTAL RETURN-I | 2018-11-05 | $19,028 | $20,268 | -$1,240 | -$1,240 | 2017-08-08 | |
| 15. ISHARES GLOBAL INFRASTRUCTURE ETF | 2018-11-05 | $616 | $638 | -$22 | -$22 | 2018-03-02 | |
| 228. ISHARES CORE MSCI EMERGING MARKETS | 2018-11-05 | $11,218 | $12,724 | -$1,506 | -$1,506 | 2017-11-13 | |
| 57. ISHARES CORE MSCI EMERGING MARKETS | 2018-11-05 | $2,804 | $3,050 | -$246 | -$246 | 2017-08-08 | |
| 49. VANGUARD REAL ESTATE ETF | 2018-11-05 | $3,888 | $4,096 | -$208 | -$208 | 2017-08-08 | |
| 1500. WASATCH INTL OPPORTUNIT-INST | 2018-11-05 | $4,845 | $5,190 | -$345 | -$345 | 2017-08-08 | |
| 1152. ISHARES GLOBAL INFRASTRUCTURE ETF | 2018-12-10 | $47,150 | $49,007 | -$1,857 | -$1,857 | 2018-03-02 | |
| 108.912 AMG MANAGERS LMCG SMALL CAP GROWTH FUND | 2019-06-25 | $1,990 | $1,883 | $107 | $107 | 2018-11-05 | |
| 522. BLACKROCK TOTAL RETURN-I | 2019-06-25 | $6,160 | $6,144 | $16 | $16 | 2017-08-08 | |
| 40. ISHARES TR S&P 500 INDEX FD | 2019-06-25 | $11,745 | $9,508 | $2,237 | $2,237 | 2017-05-18 | |
| 17. ISHARES TR S&P 500 INDEX FD | 2019-06-25 | $4,992 | $4,672 | $320 | $320 | 2018-11-05 | |
| 7. ISHARES TR S&P MIDCAP 400 | 2019-06-25 | $1,333 | $1,304 | $29 | $29 | 2018-11-05 | |
| 30. ISHARES CORE MSCI EAFE ETF ETF | 2019-06-25 | $1,829 | $1,889 | -$60 | -$60 | 2017-08-08 | |
| 19. ISHARES CORE MSCI EMERGING MARKETS | 2019-06-25 | $964 | $1,017 | -$53 | -$53 | 2017-08-08 | |
| 2996.005 LAZARD GLOBAL LISTED INFRASTRUCTURE PORTFOLIO | 2019-06-25 | $46,138 | $45,000 | $1,138 | $1,138 | 2018-12-10 | |
| 173.975 PGIM HIGH YIELD FUND CLASS R6 | 2019-06-25 | $957 | $973 | -$16 | -$16 | 2017-08-08 | |
| 269.865 TOUCHSTONE SANDS EM GR-INST FUND 565 | 2019-06-25 | $3,516 | $3,346 | $170 | $170 | 2017-08-08 | |
| 47. VANGUARD REAL ESTATE ETF | 2019-06-25 | $4,213 | $3,929 | $284 | $284 | 2017-08-08 | |
| 874. WASATCH INTL OPPORTUNIT-INST | 2019-06-25 | $3,155 | $3,024 | $131 | $131 | 2017-08-08 | |
| 587.962 WESTERN ASSET CORE PLUS BOND FD CLASS I FD 287 | 2019-06-25 | $6,985 | $6,979 | $6 | $6 | 2017-08-08 | |
| CAPITAL GAIN DIVIDENDS | $10,407 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,662 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $77,716 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,629,520 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047693 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $73,159 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,545,337 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047342 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $77,985 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,496,800 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052101 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $75,421 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,614,537 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.046714 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $71,058 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,590,259 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.044683 | DistributionYr5Rt |
| Total Distribution | 0.238533 | TotalDistributionRt |
| Average Distribution | 0.047707 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,580,641 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $75,408 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $462 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $75,870 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $78,254 | 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 | $462 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $462 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $462 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,320 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,320 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,858 | OverpaymentAmt |
| Applied To ES Tax | $464 | AppliedToESTaxAmt |
| Refund | $1,394 | 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 | OH | 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 |
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 | 4127629161 | 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 N A | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 116 ALLEGHENY CENTER MALL | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $5,100 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,604,712 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,604,712 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,604,712 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $24,071 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,580,641 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $79,032 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $79,032 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $462 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $462 | TotalTaxAmt |
| Distributable Before Adj | $78,570 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $78,570 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $78,570 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $78,254 | 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 | $78,254 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $462 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $77,792 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $78,570 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $74,679 | 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 | $78,254 | QualifyingDistributionsAmt |
| Applied To Year1 | $74,679 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,575 | 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 | $74,995 | 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
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNION HOSPITAL ASSOCIATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O EUGENE A THORN VICE PRES | BusinessNameLine2Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 659 BOULEVARD | AddressLine1Txt |
| City | DOVER | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 446222026 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL SUPPORT | GrantOrContributionPurposeTxt |
| Amt | $74,679 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $74,679 | 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 | $42,111 | 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 | $6,662 | 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 | $48,773 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $48,773 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS - FIXED | AT COST | $386,593 | $387,782 |
| MUTUAL FUNDS - EQUITY | AT COST | $1,131,500 | $1,196,479 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES - PRINCIPAL (ALLOCA | CategoryTxt |
| Legal Fees | $1,025 | LegalFeesAmt |
| Disbursements Charitable Prps | $1,025 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ROUNDING ADJ FOR SALES AND TRANSACTIONS | $2 |
| POSTED CURRENT YEAR FOR PRIOR YEAR | $200 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $1,119 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $2,320 | $0 | $0 |