AGED-WOMANS HOME TRUSTEE ACCT 178-326063000: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- AGED-WOMANS HOME TRUSTEE ACCT 178-326063000 (EIN 23-2168196)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-04-16
- IRS object ID
- 201911069349100906
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-04-16T17:00:21-05:00 | 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 | 232168196 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AGED WOMANS HOME OF MONTGOMERY CNTY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AGED | BusinessNameControlTxt |
| Phone | 4127685898 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 116 ALLEGHENY CENTER MALL P8YB3502L | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15212 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PNC BANK N A BY | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 4127685898 | PhoneNum |
| Signature | 2019-04-03 | SignatureDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 161.150.240.1 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 775AC9AF59FC72ED61B8D791BFA73B7758C13598 | 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 | $798,535 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $18,176 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $18,176 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $44,437 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $282,163 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $44,437 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $62,613 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $62,613 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $475 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $25 | 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 | $1,654 | 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 | $2,154 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $475 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $25 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $40,417 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $40,417 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $42,571 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $475 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $40,442 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $20,042 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $62,138 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $44,146 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $35,102 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $35,102 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $729,406 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $758,496 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $763,433 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $773,552 | TotalAssetsBOYAmt |
| Total Assets EOY | $793,598 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $798,535 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $770,186 | CapitalStockBOYAmt |
| Capital Stock EOY | $790,556 | CapitalStockEOYAmt |
| Retained Earning BOY | $3,366 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,042 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $773,552 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $793,598 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $773,552 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $793,598 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $773,552 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $20,042 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4 | OtherIncreasesAmt |
| Subtotal | $793,598 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $793,598 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (34 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 2053.046 BLACKROCK STRATEGIC INCOME OPPORTUNITIES PORTFOLIO | 2014-10-22 | 2018-04-06 | $20,346 | $20,984 | -$638 | -$638 | |
| 58.472 BLACKROCK STRATEGIC INCOME OPPORTUNITIES PORTFOLIO | 2017-06-15 | 2018-04-06 | $579 | $580 | -$1 | -$1 | |
| 1371.5 TEMPLETON GLOBAL BOND FUND AD FUND | 2013-02-06 | 2018-04-06 | $16,389 | $18,203 | -$1,814 | -$1,814 | |
| 63. ISHARES MSCI EAFE SMALL-CAP ETF | 2017-11-30 | 2018-04-30 | $4,144 | $4,020 | $124 | $124 | |
| 86. ISHARES MSCI EMERGING MKTS INDEX FUND | 2017-11-30 | 2018-05-31 | $3,922 | $3,986 | -$64 | -$64 | |
| 2. SECTOR SPDR TR SBI INT-TECH | 2017-11-30 | 2018-05-31 | $140 | $127 | $13 | $13 | |
| 2. SECTOR SPDR TR SBI INT-TECH | 2017-04-28 | 2018-05-31 | $140 | $109 | $31 | $31 | |
| 148. AMEX FINANCIAL SELECT SPDR | 2018-04-30 | 2018-06-29 | $3,981 | $4,114 | -$133 | -$133 | |
| 55. SECTOR SPDR TR SBI INT-ENERGY | 2018-05-31 | 2018-07-31 | $4,247 | $4,199 | $48 | $48 | |
| 60. SECTOR SPDR TR SBI INT-TECH | 2017-04-28 | 2018-08-31 | $4,532 | $3,263 | $1,269 | $1,269 | |
| 214. XTRACKERS MSCI JAPAN HEDGED ETF | 2015-04-30 | 2018-09-25 | $9,480 | $9,047 | $433 | $433 | |
| 1183. XTRACKERS MSCI EUROPE HEDGED ETF | 2015-04-30 | 2018-09-25 | $33,827 | $33,653 | $174 | $174 | |
| 412.868 ARTISAN INTERNATIONAL FD-ADV | 2002-06-28 | 2018-09-27 | $13,980 | $6,264 | $7,716 | $7,716 | |
| 157.735 BAIRD MIDCAP INST | 2016-04-06 | 2018-09-27 | $3,516 | $2,436 | $1,080 | $1,080 | |
| 398.987 HARDING LOEVNER INTERNATIONAL EQUITY PORTFOLIO | 2013-03-06 | 2018-09-27 | $9,272 | $6,515 | $2,757 | $2,757 | |
| 19. ISHARES MSCI EMERGING MKTS INDEX FUND | 2017-05-31 | 2018-09-27 | $822 | $783 | $39 | $39 | |
| 5. ISHARES TR S&P SMLCAP 600 | 2018-06-29 | 2018-09-27 | $435 | $421 | $14 | $14 | |
| 7. ISHARES TR S&P SMLCP VALU | 2013-03-06 | 2018-09-27 | $1,168 | $615 | $553 | $553 | |
| 10. ISHARES TR S&P SMLCP GROW | 2014-03-14 | 2018-09-27 | $2,013 | $1,200 | $813 | $813 | |
| 72. ISHARES EDGE MSCI USA QUALITY FACTOR ETF | 2016-10-03 | 2018-09-27 | $6,514 | $4,840 | $1,674 | $1,674 | |
| 49. ISHARES EDGE MSCI USA VALUE FACTOR ETF | 2016-10-03 | 2018-09-27 | $4,315 | $3,190 | $1,125 | $1,125 | |
| 1732.987 MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND CLASS I | 2013-08-28 | 2018-09-27 | $33,585 | $31,166 | $2,419 | $2,419 | |
| 57.711 T ROWE PRICE GROWTH STOCK FUND | 2013-10-07 | 2018-09-27 | $4,179 | $2,701 | $1,478 | $1,478 | |
| 6. SECTOR SPDR TR SBI CYCL TRANS | 2018-07-31 | 2018-09-27 | $704 | $668 | $36 | $36 | |
| 10. SECTOR SPDR TR SBI INT-ENERGY | 2018-08-31 | 2018-09-27 | $760 | $744 | $16 | $16 | |
| 595.366 TEMPLETON INSTL FDS INC FOREIGN EQUITY SER | 2015-01-27 | 2018-09-27 | $12,830 | $12,145 | $685 | $685 | |
| 299.143 TOUCHSTONE SANDS CAPITAL SELECT GROWTH FD CLASS Y | 2013-03-06 | 2018-09-27 | $5,621 | $4,685 | $936 | $936 | |
| 46.111 WASATCH INTL OPPORTUNIT-INST | 2016-05-26 | 2018-09-27 | $167 | $133 | $34 | $34 | |
| 121. WISDOMTREE U.S. QUALITY DIVI ETF | 2016-10-03 | 2018-09-27 | $5,371 | $3,898 | $1,473 | $1,473 | |
| 44. ISHARES TR S&P SMLCAP 600 | 2018-06-29 | 2018-09-28 | $3,840 | $3,701 | $139 | $139 | |
| 33. SECTOR SPDR TR SBI CYCL TRANS | 2018-07-31 | 2018-09-28 | $3,875 | $3,672 | $203 | $203 | |
| 50. SECTOR SPDR TR SBI INT-ENERGY | 2018-08-31 | 2018-09-28 | $3,815 | $3,720 | $95 | $95 | |
| 3061.639 TOUCHSTONE SANDS CAPITAL SELECT GROWTH FD CLASS Y | 2013-03-06 | 2018-11-28 | $50,486 | $41,944 | $8,542 | $8,542 | |
| CAPITAL GAIN DIVIDENDS | $13,168 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $44,437 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $38,637 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $828,503 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046635 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $39,988 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $776,914 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05147 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $39,272 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $814,029 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048244 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $34,254 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $818,273 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.041861 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $31,888 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $761,113 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.041897 | DistributionYr5Rt |
| Total Distribution | 0.230107 | TotalDistributionRt |
| Average Distribution | 0.046021 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $856,193 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $39,403 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $621 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $40,024 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $40,442 | 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 | $621 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $621 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $621 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $986 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $986 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $365 | OverpaymentAmt |
| Applied To ES Tax | $312 | AppliedToESTaxAmt |
| Refund | $53 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PNC BANK NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4127685898 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 116 ALLEGHENY CENTER MALL | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | 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 | $500 | 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 | $869,231 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $869,231 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $869,231 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,038 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $856,193 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $42,810 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $42,810 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $621 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $621 | TotalTaxAmt |
| Distributable Before Adj | $42,189 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $42,189 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $42,189 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $40,442 | 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 | $40,442 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $621 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $39,821 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $42,189 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $40,417 | 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 | $40,442 | QualifyingDistributionsAmt |
| Applied To Year1 | $40,417 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $25 | 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 | $42,164 | 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 | GREEN TREE COMMUNITY HEALTH FDN | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 E WILLOW GROVE AVENUE | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191183426 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL SUPPORT | GrantOrContributionPurposeTxt |
| Amt | $40,417 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $40,417 | 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 | $18,176 | 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 | $44,437 | 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 | $62,613 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $62,613 | 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 | $301,166 | $290,156 |
| MUTUAL FUNDS - EQUITY | AT COST | $457,330 | $473,277 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING ADJ FOR SALES AND TRANSACTIONS | Desc |
| Amt | $4 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $668 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $986 | $0 | $0 |