GEORGE D MARTIN TRUST: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- GEORGE D MARTIN TRUST (EIN 21-6010367)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-04-25
- IRS object ID
- 201801159349100610
- Schema version
- 2017v2.2
- 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 | 2018-04-25T11:00:54-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | 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 | 2018-04-19 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $963,180 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $18,121 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $18,121 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $35,292 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $130,976 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $35,292 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $53,413 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $53,413 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $8,540 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $6,832 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,708 | 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 | $1,499 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $10,039 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,838 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,708 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $35,391 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $35,391 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $45,430 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,838 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $37,099 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $7,983 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $46,575 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $43,460 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $58,378 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $58,378 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $787,632 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $780,699 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $904,802 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $831,092 | TotalAssetsBOYAmt |
| Total Assets EOY | $839,077 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $963,180 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $825,084 | CapitalStockBOYAmt |
| Capital Stock EOY | $832,349 | CapitalStockEOYAmt |
| Retained Earning BOY | $6,008 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,728 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $831,092 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $839,077 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $831,092 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $839,077 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $831,092 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $7,983 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2 | OtherIncreasesAmt |
| Subtotal | $839,077 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $839,077 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (39 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 110. ISHARES MSCI EMERGING MKTS INDEX FUND | 2011-04-06 | 2017-01-01 | $3,857 | $5,521 | -$1,664 | -$1,664 | |
| 82. SECTOR SPDR TR SBI INT-TECH | 2017-01-01 | $3,970 | $3,856 | $114 | $114 | ||
| 83. SECTOR SPDR TR SHS BEN INT-UTILITIES | 2017-01-01 | $4,049 | $4,098 | -$49 | -$49 | ||
| 64. INDUSTRIAL SELECT SECTOR SPDR ETF LARGE CAP | 2016-12-30 | 2017-01-31 | $4,041 | $3,994 | $47 | $47 | |
| 53. SECTOR SPDR TR SBI INT-ENERGY | 2016-12-30 | 2017-03-31 | $3,701 | $4,009 | -$308 | -$308 | |
| 604.283 T ROWE PRICE REAL ESTATE FUND FD 122 | 2012-01-31 | 2017-04-27 | $17,017 | $11,749 | $5,268 | $5,268 | |
| 24. ISHARES TR S&P MIDCAP 400 | 2017-03-31 | 2017-04-28 | $4,152 | $4,120 | $32 | $32 | |
| 9.385 CAMBIAR INTL EQUITY FUND-INS | 2016-12-20 | 2017-05-11 | $242 | $228 | $14 | $14 | |
| 1.356 ARTISAN INTERNATIONAL FD-ADV | 2015-10-06 | 2017-05-11 | $40 | $38 | $2 | $2 | |
| 143.71 BAIRD MIDCAP INST | 2016-04-06 | 2017-05-11 | $2,559 | $2,176 | $383 | $383 | |
| 19. XTRACKERS MSCI JAPAN HEDGED ETF | 2015-04-30 | 2017-05-11 | $737 | $806 | -$69 | -$69 | |
| 52.165 HARDING LOEVNER INTERNATIONAL EQUITY PORTFOLIO | 2017-05-11 | $1,076 | $834 | $242 | $242 | ||
| 49. ISHARES MSCI EMERGING MKTS INDEX FUND | 2011-04-06 | 2017-05-11 | $2,000 | $2,459 | -$459 | -$459 | |
| 2. ISHARES TR S&P SMLCAP 600 | 2016-12-30 | 2017-05-11 | $138 | $138 | |||
| 9. ISHARES TR S&P SMLCP VALU | 2011-04-06 | 2017-05-11 | $1,238 | $697 | $541 | $541 | |
| 9. ISHARES TR S&P SMLCP GROW | 2014-03-14 | 2017-05-11 | $1,375 | $1,080 | $295 | $295 | |
| 44. ISHARES EDGE MSCI USA QUALITY FACTOR ETF | 2017-05-11 | $3,211 | $3,127 | $84 | $84 | ||
| 43. ISHARES EDGE MSCI USA VALUE FACTOR ETF | 2016-10-03 | 2017-05-11 | $3,152 | $2,800 | $352 | $352 | |
| 79.311 MFS VALUE FUND CLASS I FUND 893 | 2011-04-06 | 2017-05-11 | $3,027 | $1,943 | $1,084 | $1,084 | |
| 11.961 MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND CLASS I | 2013-08-28 | 2017-05-11 | $225 | $214 | $11 | $11 | |
| 104.368 T ROWE PRICE GROWTH STOCK FUND | 2013-10-07 | 2017-05-11 | $6,507 | $4,884 | $1,623 | $1,623 | |
| 81.205 ROWE T PRICE VALUE FD INC COM | 2013-08-01 | 2017-05-11 | $2,888 | $2,704 | $184 | $184 | |
| 11. AMEX FINANCIAL SELECT SPDR | 2017-05-11 | $258 | $259 | -$1 | -$1 | ||
| 6. SECTOR SPDR TR SBI INT-TECH | 2017-04-28 | 2017-05-11 | $331 | $326 | $5 | $5 | |
| 126.162 TEMPLETON GLOBAL BOND FUND AD FUND | 2011-07-05 | 2017-05-11 | $1,576 | $1,759 | -$183 | -$183 | |
| 38.445 TEMPLETON INSTL FDS INC FOREIGN EQUITY SER | 2015-01-27 | 2017-05-11 | $801 | $784 | $17 | $17 | |
| 260.855 WASATCH INTL OPPORTUNIT-INST | 2016-05-26 | 2017-05-11 | $863 | $751 | $112 | $112 | |
| 73.971 WELLS FARGO SPECIAL US MID CAP VALUE I | 2016-05-26 | 2017-05-11 | $2,718 | $2,376 | $342 | $342 | |
| 88. WISDOMTREE U.S. QUALITY DIVI ETF | 2016-10-03 | 2017-05-11 | $3,154 | $2,835 | $319 | $319 | |
| 57. ISHARES TR S&P SMLCAP 600 | 2017-05-31 | $3,874 | $3,922 | -$48 | -$48 | ||
| 95. ISHARES MSCI EMERGING MKTS INDEX FUND | 2011-04-06 | 2017-07-31 | $4,151 | $4,768 | -$617 | -$617 | |
| 1. SECTOR SPDR TR SBI INT-TECH | 2017-04-28 | 2017-07-31 | $57 | $54 | $3 | $3 | |
| 59. INDUSTRIAL SELECT SECTOR SPDR ETF LARGE CAP | 2017-07-31 | 2017-08-31 | $4,033 | $4,044 | -$11 | -$11 | |
| 90. ISHARES MSCI EMERGING MKTS INDEX FUND | 2017-08-31 | 2017-10-31 | $4,151 | $4,037 | $114 | $114 | |
| 2. SECTOR SPDR TR SBI INT-TECH | 2017-04-28 | 2017-10-31 | $125 | $109 | $16 | $16 | |
| 58. ISHARES TR S&P SMLCAP 600 | 2017-10-31 | 2017-11-30 | $4,503 | $4,343 | $160 | $160 | |
| 165. AMEX FINANCIAL SELECT SPDR | 2017-01-31 | 2017-11-30 | $4,549 | $3,842 | $707 | $707 | |
| 1. BANK OF AMERICA CORP | 2001-01-01 | 2017-12-01 | $28 | $28 | $28 | ||
| CAPITAL GAIN DIVIDENDS | $26,602 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $35,292 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $49,766 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $852,769 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.058358 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $44,114 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $906,914 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048642 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $38,369 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $916,916 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.041846 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $35,235 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $856,600 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.041134 | DistributionYr4Rt |
| Total Distribution | 0.18998 | TotalDistributionRt |
| Average Distribution | 0.047495 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $907,193 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $43,087 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $466 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $43,553 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $37,099 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $932 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $932 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $932 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $166 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $166 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $766 | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 |
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 | $8,540 | 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 | $921,008 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $921,008 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $921,008 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,815 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $907,193 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $45,360 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $45,360 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $932 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $932 | TotalTaxAmt |
| Distributable Before Adj | $44,428 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $44,428 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $44,428 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $37,099 | 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 | $37,099 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $37,099 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $44,428 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $5,378 | 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 | $37,099 | QualifyingDistributionsAmt |
| Applied To Year1 | $5,378 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $31,721 | 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 | $12,707 | 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 (3 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 | $11,797 |
| UNITED WAY - CENTRAL JERSEY | ||||||||
| 32 FORD AVENUE | MILLTOWN | NJ | 08850 | NONE | PC | GENEARL SUPPORT | $11,797 | |
| UNITEDWAY OF CAMDEN COUNTY | ||||||||
| 196 NEWTON AVENUE | CAMDEN | NJ | 08103 | NONE | PC | GENERAL SUPPORT | $11,797 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $35,391 | 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 | $18,121 | 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 | $35,292 | 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 | $53,413 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $53,413 | 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 | $292,350 | $287,562 |
| MUTUAL FUNDS - EQUITY | AT COST | $488,349 | $617,240 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING ADJ FOR SALES AND TRANSACTIONS | Desc |
| Amt | $2 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $1,375 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $118 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $6 | $6 | $0 |