CATHERINE EVANS MCCAMPBELL CHARITABLE TR: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- CATHERINE EVANS MCCAMPBELL CHARITABLE TR (EIN 22-6976932)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-04-25
- IRS object ID
- 201811159349100111
- 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 | 2018-04-25T11:00:37-05:00 | 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 | 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 | 2018-04-21 | 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 | $933,240 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $20,216 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,216 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $57,186 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $263,708 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $57,186 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $77,402 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $77,402 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $19,620 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $5,283 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $9,810 | 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 | $8,128 | 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 | $27,748 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,283 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,810 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $35,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $35,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $62,748 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,283 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $44,810 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $14,654 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $72,119 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $16,501 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $24,306 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $24,306 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| US Government Obligations BOY | $99,557 | USGovernmentObligationsBOYAmt |
| Other Investments BOY | $690,920 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $797,325 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $908,934 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $806,978 | TotalAssetsBOYAmt |
| Total Assets EOY | $821,631 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $933,240 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $798,768 | CapitalStockBOYAmt |
| Capital Stock EOY | $813,180 | CapitalStockEOYAmt |
| Retained Earning BOY | $8,210 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,451 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $806,978 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $821,631 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $806,978 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $821,631 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $806,978 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $14,654 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $821,632 | SubtotalAmt |
| Other Decreases | $1 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $821,631 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (35 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 866.28 DELAWARE VALUE FUND CLASS-I | 2016-04-13 | 2017-01-09 | $17,187 | $15,732 | $1,455 | $1,455 | |
| 440.626 HARDING LOEVNER EMERGING MARKETS PORTOFLIO FUND | 2009-01-13 | 2017-01-09 | $19,806 | $11,161 | $8,645 | $8,645 | |
| 949.268 MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND CLASS I | 2016-04-13 | 2017-01-09 | $16,859 | $16,944 | -$85 | -$85 | |
| 374.667 ROWE T PRICE MID-CAP GROWTH FD INC | 2009-07-09 | 2017-01-09 | $28,793 | $13,473 | $15,320 | $15,320 | |
| 891.679 ROWE T PRICE MID CAP VALUE F COM | 2009-07-09 | 2017-01-09 | $26,198 | $13,812 | $12,386 | $12,386 | |
| 69. VANGUARD GROWTH ETF | 2016-04-07 | 2017-01-09 | $7,883 | $7,347 | $536 | $536 | |
| 47. WISDOMTREE US LARGE CAP DIVIDEND FUND ETF | 2016-06-10 | 2017-01-09 | $3,780 | $3,516 | $264 | $264 | |
| 50000. FEDERAL HOME LOAN BANKS BDS SER 1 | 2008-05-30 | 2017-05-17 | $50,000 | $50,000 | |||
| 1. AMERICAN INTERNATIONAL GROUP, INC., SECURITIES LITIGATION | 2001-01-01 | 2017-05-19 | $81 | $25 | $56 | $56 | |
| 449.55 DELAWARE VALUE FUND CLASS-I | 2016-04-13 | 2017-06-07 | $9,000 | $8,164 | $836 | $836 | |
| 50000. FEDERAL HOME LOAN MTG CORP MED TERM NTS CALL 06/05/06 | 2008-05-30 | 2017-06-07 | $51,620 | $49,487 | $2,133 | $2,133 | |
| 70. VANGUARD GROWTH ETF | 2016-04-07 | 2017-06-07 | $9,035 | $7,453 | $1,582 | $1,582 | |
| 65.298 BAIRD AGGREGATE BOND FUND FD 72 | 2016-04-13 | 2017-06-27 | $712 | $712 | |||
| 62.895 BLACKROCK STRATEGIC INCOME OPPORTUNITIES PORTFOLIO | 2017-06-12 | 2017-06-27 | $624 | $623 | $1 | $1 | |
| 3. XTRACKERS MSCI JAPAN HEDGED ETF | 2016-04-07 | 2017-06-27 | $117 | $93 | $24 | $24 | |
| 8. XTRACKERS MSCI EUROPE HEDGED ETF | 2016-04-07 | 2017-06-27 | $222 | $194 | $28 | $28 | |
| 23.135 DELAWARE VALUE FUND CLASS-I | 2016-04-13 | 2017-06-27 | $464 | $420 | $44 | $44 | |
| 56.556 SEAFARER OVERSEAS GROWTH & INCOME INSTL CLASS | 2017-01-09 | 2017-06-27 | $721 | $635 | $86 | $86 | |
| 29.035 OAKMARK INTERNATIONAL SMALL CAP FUND CLASS I | 2016-06-15 | 2017-06-27 | $505 | $411 | $94 | $94 | |
| 2. ISHARES TR S&P MIDCAP 400/BARRA GROWTH | 2017-01-09 | 2017-06-27 | $392 | $368 | $24 | $24 | |
| 3. ISHARES TR S&P MIDCP VALU | 2017-01-09 | 2017-06-27 | $443 | $439 | $4 | $4 | |
| 7.684 LAZARD GLOBAL LISTED INFRASTRUCTURE PORTFOLIO | 2017-01-09 | 2017-06-27 | $128 | $110 | $18 | $18 | |
| 11.505 MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND CLASS I | 2016-04-13 | 2017-06-27 | $222 | $205 | $17 | $17 | |
| 8.729 OPPENHEIMER INTERNATIONAL GROWTH FUND CLASS-Y | 2016-06-10 | 2017-06-27 | $353 | $309 | $44 | $44 | |
| 24.522 PRINCIPAL MID CAP FUND CLASS INS | 2016-06-15 | 2017-06-27 | $620 | $526 | $94 | $94 | |
| 74.093 T ROWE PRICE INSTITUTIONAL FLOATING RATE FUND | 2017-01-09 | 2017-06-27 | $742 | $748 | -$6 | -$6 | |
| 16.681 T ROWE PRICE REAL ESTATE FUND FD 122 | 2017-01-09 | 2017-06-27 | $477 | $479 | -$2 | -$2 | |
| 17.103 ROYCE FD TOTAL RETURN | 2008-05-30 | 2017-06-27 | $236 | $224 | $12 | $12 | |
| 63.967 TEMPLETON GLOBAL BOND FUND AD FUND | 2017-06-12 | 2017-06-27 | $780 | $780 | |||
| 22.63 TEMPLETON INSTL FDS INC FOREIGN EQUITY SER | 2016-06-15 | 2017-06-27 | $479 | $404 | $75 | $75 | |
| 28.282 TRIBUTARY SMALL COMPANY FD INST PLUS FD 1705 | 2016-06-15 | 2017-06-27 | $802 | $666 | $136 | $136 | |
| 3. VANGUARD GROWTH ETF | 2016-04-07 | 2017-06-27 | $382 | $319 | $63 | $63 | |
| 124.676 WASATCH INTL OPPORTUNIT-INST | 2016-06-10 | 2017-06-27 | $426 | $369 | $57 | $57 | |
| 5. WISDOMTREE US LARGE CAP DIVIDEND FUND ETF | 2016-06-10 | 2017-06-27 | $421 | $374 | $47 | $47 | |
| CAPITAL GAIN DIVIDENDS | $13,198 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $57,186 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $43,594 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $848,219 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051395 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $44,005 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $884,392 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049757 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $48,620 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $912,469 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.053284 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $47,187 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $866,153 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.054479 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $43,917 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $814,713 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.053905 | DistributionYr5Rt |
| Total Distribution | 0.26282 | TotalDistributionRt |
| Average Distribution | 0.052564 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $893,552 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $46,969 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $721 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $47,690 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $44,810 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,442 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,442 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,442 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,456 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $4,456 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,014 | OverpaymentAmt |
| Applied To ES Tax | $722 | AppliedToESTaxAmt |
| Refund | $2,292 | 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 |
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 | $4,527 |
| LAURA MCCAMPBELL PFANZ | ||||||
| C/O PNC BANK 1900 E 9th ST | CLEVELAND | OH | 44144 | CO-TRUSTEE | 1 | $4,527 |
| PNC BANK N A | ||||||
| 116 ALLEGHENY CENTER MALL | PITTSBURGH | PA | 15212 | CO-TRUSTEE | 2 | $10,566 |
| 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 | $907,159 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $907,159 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $907,159 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,607 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $893,552 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $44,678 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $44,678 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,442 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,442 | TotalTaxAmt |
| Distributable Before Adj | $43,236 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $43,236 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $43,236 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $44,810 | 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 | $44,810 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $44,810 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $43,236 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,134 | 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 | $44,810 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,134 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $41,676 | 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 | $1,560 | 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 (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 | $20,216 | 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 | $57,186 | 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 | $77,402 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $77,402 | 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 | $238,506 | $241,281 |
| MUTUAL FUNDS - FIXED | AT COST | $558,819 | $667,653 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING ADJ FOR SALES AND TRANSACTIONS | Desc |
| Amt | $1 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $3,672 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $4,456 | $0 | $0 |