CATHERINE EVANS MCCAMPBELL CHARITABLE TR: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- CATHERINE EVANS MCCAMPBELL CHARITABLE TR (EIN 22-6976932)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-04-23
- IRS object ID
- 201911139349101201
- 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 Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-04-23T17:00:20-05:00 | 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 | 226976932 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CATHERINE EVANS MCCAMPBELL CHAR TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MCCA | BusinessNameControlTxt |
| Phone | 4127625188 | 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 | 4127625188 | PhoneNum |
| Signature | 2019-04-20 | SignatureDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 161.150.112.71 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 3BB8C0E9FEC78F69228AD1801D614A994052CE46 | 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 | $816,459 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $19,798 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $19,798 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $86,487 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $518,875 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $86,487 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $2,292 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $108,577 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $106,285 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $20,706 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $10,353 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $10,353 | 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 | $734 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $14 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $342 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $342 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $21,782 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,709 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,353 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $35,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $35,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $56,782 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,709 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $45,353 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $51,795 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $95,576 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $24,306 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $32,153 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $32,153 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock EOY | $172,420 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $149,110 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $797,325 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $669,085 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $635,196 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $821,631 | TotalAssetsBOYAmt |
| Total Assets EOY | $873,658 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $816,459 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $813,180 | CapitalStockBOYAmt |
| Capital Stock EOY | $863,225 | CapitalStockEOYAmt |
| Retained Earning BOY | $8,451 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,433 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $821,631 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $873,658 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $821,631 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $873,658 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $821,631 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $51,795 | ExcessRevenueOverExpensesAmt |
| Other Increases | $232 | OtherIncreasesAmt |
| Subtotal | $873,658 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $873,658 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (79 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 1392. T ROWE PRICE REAL ESTATE FUND FD 122 | 2018-03-09 | $37,069 | $39,459 | -$2,390 | -$2,390 | ||
| 268. XTRACKERS MSCI JAPAN HEDGED ETF | 2018-06-13 | $11,823 | $8,327 | $3,496 | $3,496 | 2016-04-07 | |
| 696. XTRACKERS MSCI EUROPE HEDGED ETF | 2018-06-13 | $20,281 | $16,875 | $3,406 | $3,406 | 2016-04-07 | |
| 877.983 SEAFARER OVERSEAS GROWTH & INCOME INSTL CLASS | 2018-06-13 | $11,405 | $9,860 | $1,545 | $1,545 | 2017-01-09 | |
| 617.631 OAKMARK INTL SM CAP-INST 2888 | 2018-06-13 | $11,000 | $8,754 | $2,246 | $2,246 | 2016-06-15 | |
| 178. ISHARES TR S&P MIDCAP 400/BARRA GROWTH | 2018-06-13 | $41,481 | $32,720 | $8,761 | $8,761 | 2017-01-09 | |
| 222. ISHARES TR S&P MIDCP VALU | 2018-06-13 | $36,789 | $32,464 | $4,325 | $4,325 | 2017-01-09 | |
| 22.321 OPPENHEIMER INTL GROWTH FD-I | 2018-06-13 | $1,000 | $792 | $208 | $208 | 2016-06-10 | |
| 2120. PRINCIPAL MID CAP FUND CLASS INS | 2018-06-13 | $60,123 | $45,474 | $14,649 | $14,649 | 2016-06-15 | |
| 1421. ROYCE FD TOTAL RETURN | 2018-06-13 | $19,581 | $17,548 | $2,033 | $2,033 | ||
| 158. SCHWAB US REIT ETF | 2018-06-13 | $6,504 | $6,007 | $497 | $497 | 2018-03-09 | |
| 5451. TEMPLETON GLOBAL BOND FUND AD FUND | 2018-06-13 | $63,068 | $63,116 | -$48 | -$48 | ||
| 227.687 TEMPLETON INSTL FDS INC FOREIGN EQUITY SER | 2018-06-13 | $5,000 | $4,069 | $931 | $931 | 2016-06-15 | |
| 2392. TRIBUTARY SMALL COMPANY FD INST PLUS FD 1705 | 2018-06-13 | $72,502 | $56,334 | $16,168 | $16,168 | 2016-06-15 | |
| 10551. WASATCH INTL OPPORTUNIT-INST | 2018-06-13 | $38,617 | $31,231 | $7,386 | $7,386 | 2016-06-10 | |
| 407. WISDOMTREE US LARGE CAP DIVIDEND FUND ETF | 2018-06-13 | $37,370 | $30,448 | $6,922 | $6,922 | 2016-06-10 | |
| 10. DOLLAR TREE INC | 2018-06-20 | $867 | $888 | -$21 | -$21 | 2018-06-18 | |
| 3. FIDELITY NATIONAL INFORMATION | 2018-06-20 | $321 | $321 | 2018-06-18 | |||
| 1. INTUIT SOFTWARE | 2018-06-20 | $213 | $210 | $3 | $3 | 2018-06-18 | |
| 2. LOEWS CORPORATION | 2018-06-20 | $99 | $100 | -$1 | -$1 | 2018-06-18 | |
| 4. AON PLC | 2018-06-20 | $552 | $560 | -$8 | -$8 | 2018-06-18 | |
| 13. ANALOGIC CORP NEW | 2018-06-25 | $1,092 | $1,092 | 2018-06-18 | |||
| 18. K.FORCE INC | 2018-07-06 | $630 | $649 | -$19 | -$19 | 2018-06-18 | |
| 35. SCHULMAN A INC | 2018-07-18 | $1,508 | $1,555 | -$47 | -$47 | 2018-06-18 | |
| 4. AIR PRODUCTS & CHEMICALS INC | 2018-07-30 | $649 | $653 | -$4 | -$4 | 2018-06-18 | |
| 2. ECOLAB INC | 2018-07-30 | $283 | $291 | -$8 | -$8 | 2018-06-18 | |
| 3. FIDELITY NATIONAL INFORMATION | 2018-07-30 | $316 | $321 | -$5 | -$5 | 2018-06-18 | |
| 2. INTUIT SOFTWARE | 2018-07-30 | $409 | $419 | -$10 | -$10 | 2018-06-18 | |
| 4. ROSS STORES INC | 2018-07-30 | $345 | $339 | $6 | $6 | 2018-06-18 | |
| 2. S&P GLOBAL INC | 2018-07-30 | $402 | $416 | -$14 | -$14 | 2018-06-18 | |
| 2. AON PLC | 2018-07-30 | $288 | $280 | $8 | $8 | 2018-06-18 | |
| 4. AUTODESK INC | 2018-08-03 | $528 | $567 | -$39 | -$39 | 2018-06-18 | |
| 2. FIDELITY NATIONAL INFORMATION | 2018-08-03 | $208 | $214 | -$6 | -$6 | 2018-06-18 | |
| 2. MOODYS CORP | 2018-08-03 | $343 | $351 | -$8 | -$8 | 2018-06-18 | |
| 5. ROSS STORES INC | 2018-08-03 | $444 | $424 | $20 | $20 | 2018-06-18 | |
| 6. PDC ENERGY INC | 2018-08-10 | $342 | $359 | -$17 | -$17 | 2018-06-18 | |
| 2. MOODYS CORP | 2018-08-22 | $344 | $351 | -$7 | -$7 | 2018-06-18 | |
| 1. ROPER INDS INC NEW | 2018-08-22 | $300 | $282 | $18 | $18 | 2018-06-18 | |
| 2. SHERWIN-WILLIAMS CO | 2018-08-22 | $887 | $797 | $90 | $90 | 2018-06-18 | |
| 3. AON PLC | 2018-08-22 | $431 | $420 | $11 | $11 | 2018-06-18 | |
| 2. AIR PRODUCTS & CHEMICALS INC | 2018-09-04 | $329 | $326 | $3 | $3 | 2018-06-18 | |
| 1. MOODYS CORP | 2018-09-04 | $178 | $176 | $2 | $2 | 2018-06-18 | |
| 3. ROSS STORES INC | 2018-09-04 | $291 | $254 | $37 | $37 | 2018-06-18 | |
| 3. S&P GLOBAL INC | 2018-09-04 | $623 | $623 | 2018-06-18 | |||
| 3. FIVE BELOW | 2018-09-06 | $343 | $298 | $45 | $45 | 2018-06-18 | |
| 1. LIBERTY FORMULA ONE SERIES A | 2018-09-11 | $34 | $32 | $2 | $2 | 2018-06-18 | |
| 2. FIVE BELOW | 2018-09-18 | $259 | $199 | $60 | $60 | 2018-06-18 | |
| 6. BROOKFIELD ASSET MANAGEMENT CL A ISIN CA1125851040 SEDOL 2092555 | 2018-09-20 | $258 | $249 | $9 | $9 | 2018-06-18 | |
| 6. DENTSPLY SIRONA INC | 2018-09-20 | $232 | $271 | -$39 | -$39 | 2018-06-18 | |
| 14. FOREST CITY REALTY TRUST- A MERGED 12/07/18 @ $25.35 P/S | 2018-09-20 | $351 | $317 | $34 | $34 | 2018-06-18 | |
| 3. MOODYS CORP | 2018-09-20 | $534 | $527 | $7 | $7 | 2018-06-18 | |
| 3. PROGRESSIVE CORP OHIO | 2018-09-20 | $211 | $185 | $26 | $26 | 2018-06-18 | |
| 1. SHERWIN-WILLIAMS CO | 2018-09-20 | $476 | $399 | $77 | $77 | 2018-06-18 | |
| 36. EDUCATION REALTY TRUST INC MERGED 09/20/18 @ $41.50 P/S | 2018-09-21 | $1,494 | $1,445 | $49 | $49 | 2018-06-18 | |
| 16. BOJANGLES' INC | 2018-10-04 | $248 | $232 | $16 | $16 | 2018-06-18 | |
| 6. BROOKFIELD ASSET MANAGEMENT CL A ISIN CA1125851040 SEDOL 2092555 | 2018-10-05 | $260 | $249 | $11 | $11 | 2018-06-18 | |
| 13. DENTSPLY SIRONA INC | 2018-10-05 | $470 | $587 | -$117 | -$117 | 2018-06-18 | |
| 3. MOODYS CORP | 2018-10-05 | $484 | $527 | -$43 | -$43 | 2018-06-18 | |
| 5. ROSS STORES INC | 2018-10-05 | $473 | $424 | $49 | $49 | 2018-06-18 | |
| 2. AON PLC | 2018-10-05 | $312 | $280 | $32 | $32 | 2018-06-18 | |
| 16. DENTSPLY SIRONA INC | 2018-10-12 | $574 | $722 | -$148 | -$148 | 2018-06-18 | |
| 2. SHERWIN-WILLIAMS CO | 2018-10-12 | $815 | $797 | $18 | $18 | 2018-06-18 | |
| 5. FIVE BELOW | 2018-10-16 | $600 | $497 | $103 | $103 | 2018-06-18 | |
| 3. MASIMO CORPORATION | 2018-10-16 | $362 | $301 | $61 | $61 | 2018-06-18 | |
| 15. PDC ENERGY INC | 2018-10-23 | $678 | $897 | -$219 | -$219 | 2018-06-18 | |
| 48. BOJANGLES' INC | 2018-11-12 | $769 | $697 | $72 | $72 | 2018-06-18 | |
| 3. AUTODESK INC | 2018-11-15 | $400 | $425 | -$25 | -$25 | 2018-06-18 | |
| 6. BROOKFIELD ASSET MANAGEMENT CL A ISIN CA1125851040 SEDOL 2092555 | 2018-11-15 | $263 | $249 | $14 | $14 | 2018-06-18 | |
| 6. ROSS STORES INC | 2018-11-15 | $576 | $509 | $67 | $67 | 2018-06-18 | |
| 3. LIBERTY EXPEDIA HOLD-A-W/I | 2018-11-16 | $120 | $139 | -$19 | -$19 | 2018-06-18 | |
| 33. SOUTHSIDE BANCSHARES INC | 2018-12-04 | $1,051 | $1,139 | -$88 | -$88 | 2018-06-18 | |
| 7. UNITED BANKSHARES INC WEST V COM | 2018-12-04 | $247 | $259 | -$12 | -$12 | 2018-06-18 | |
| 2. MOHAWK INDS INC | 2018-12-20 | $233 | $422 | -$189 | -$189 | 2018-06-18 | |
| 1. O REILLY AUTOMOTIVE INC | 2018-12-20 | $334 | $282 | $52 | $52 | 2018-06-18 | |
| 2. ROPER INDS INC NEW | 2018-12-20 | $526 | $564 | -$38 | -$38 | 2018-06-18 | |
| 6. ROSS STORES INC | 2018-12-20 | $465 | $509 | -$44 | -$44 | 2018-06-18 | |
| 3. S&P GLOBAL INC | 2018-12-20 | $497 | $623 | -$126 | -$126 | 2018-06-18 | |
| 3. AON PLC | 2018-12-20 | $439 | $420 | $19 | $19 | 2018-06-18 | |
| CAPITAL GAIN DIVIDENDS | $16,652 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $86,487 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $44,810 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $893,552 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050148 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $43,594 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $848,219 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051395 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $44,005 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $884,392 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049757 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $48,620 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $912,469 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.053284 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $47,187 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $866,153 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.054479 | DistributionYr5Rt |
| Total Distribution | 0.259063 | TotalDistributionRt |
| Average Distribution | 0.051813 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $891,892 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $46,212 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $956 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $47,168 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $45,353 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,912 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,912 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,912 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,442 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,442 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $470 | 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 | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PNC BANK NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4127625188 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 116 ALLEGHENY CENTER MALL | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| IAN MCCAMPBELL BAER | ||||||
| C/O PNC BANK 1900 E 9th ST | CLEVELAND | OH | 44144 | CO-TRUSTEE | 1 | $4,524 |
| LAURA MCCAMPBELL PFANZ | ||||||
| C/O PNC BANK 1900 E 9th ST | CLEVELAND | OH | 44144 | CO-TRUSTEE | 1 | $4,524 |
| PNC BANK N A | ||||||
| 116 ALLEGHENY CENTER MALL | PITTSBURGH | PA | 15212 | CO-TRUSTEE | 2 | $11,658 |
| 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 | $905,474 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $905,474 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $905,474 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,582 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $891,892 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $44,595 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $44,595 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,912 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,912 | TotalTaxAmt |
| Distributable Before Adj | $42,683 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $42,683 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $42,683 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $45,353 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $45,353 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $45,353 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $42,683 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,560 | 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 | $45,353 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,560 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $42,683 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,110 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,110 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,110 | 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 | $1,110 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| IDYLLWILD ARTS FOUNDATION | |||||||
| PO BOX 38 | IDYLLWILD | CA | 92549 | NONE | PC | GENERAL SUPPORT | $20,000 |
| SOUTH KENT SCHOOL | |||||||
| 40 BULLS BRIDGE RD | SOUTH KENT | CT | 06785 | NONE | PC | GENERAL SUPPORT | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $35,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19,798 | 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 | $86,487 | 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 | $2,292 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $108,577 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $108,577 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS - EQUITIES | AT COST | $268,391 | $261,369 |
| MUTUAL FUNDS - FIXED | AT COST | $400,694 | $373,827 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MAP MANAGEMENT FEES | $341 | $341 | $0 |
| ADR SERVICE FEES | $1 | $1 | $0 |
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 | $2,292 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | POSTED CURRENT YEAR FOR PRIOR YEAR | Desc |
| Amt | $232 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $14 | $14 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $720 | $0 | $0 |