AGED-WOMANS HOME TRUSTEE ACCT 178-326063000: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- AGED-WOMANS HOME TRUSTEE ACCT 178-326063000 (EIN 23-2168196)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-03-31
- IRS object ID
- 201820909349100402
- 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 | 2018-03-31T09:01:22-05:00 | 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 | 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 | 2018-03-22 | 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 | $875,552 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $16,716 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $16,716 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $33,027 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $116,483 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $33,027 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $188 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $49,931 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $49,743 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $448 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $426 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $22 | 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 | $217 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5 | 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 | $665 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $431 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $22 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $38,615 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $38,615 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $39,280 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $431 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $38,637 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $10,651 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $49,312 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $27,402 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $44,146 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $44,146 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $468,795 | CorporateStockBOYAmt |
| Corporate Bonds BOY | $266,704 | CorporateBondsBOYAmt |
| Other Investments EOY | $729,406 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $831,406 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $762,901 | TotalAssetsBOYAmt |
| Total Assets EOY | $773,552 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $875,552 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $762,901 | CapitalStockBOYAmt |
| Capital Stock EOY | $770,186 | CapitalStockEOYAmt |
| Retained Earning EOY | $3,366 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $762,901 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $773,552 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $762,901 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $773,552 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $762,901 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $10,651 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $773,552 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $773,552 | 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 |
|---|---|---|---|---|---|---|---|
| 101. ISHARES MSCI EMERGING MKTS INDEX FUND | 2013-03-06 | 2017-01-01 | $3,542 | $4,472 | -$930 | -$930 | |
| 75. SECTOR SPDR TR SBI INT-TECH | 2016-08-31 | 2017-01-01 | $3,631 | $3,527 | $104 | $104 | |
| 76. SECTOR SPDR TR SHS BEN INT-UTILITIES | 2016-10-31 | 2017-01-01 | $3,707 | $3,753 | -$46 | -$46 | |
| 59. INDUSTRIAL SELECT SECTOR SPDR ETF LARGE CAP | 2016-12-30 | 2017-01-31 | $3,726 | $3,682 | $44 | $44 | |
| 48. SECTOR SPDR TR SBI INT-ENERGY | 2016-12-30 | 2017-03-31 | $3,352 | $3,630 | -$278 | -$278 | |
| 609.518 T ROWE PRICE REAL ESTATE FUND FD 122 | 2013-03-06 | 2017-04-27 | $17,164 | $13,452 | $3,712 | $3,712 | |
| 22. ISHARES TR S&P MIDCAP 400 | 2017-03-31 | 2017-04-28 | $3,806 | $3,776 | $30 | $30 | |
| 54. ISHARES TR S&P SMLCAP 600 | 2016-12-30 | 2017-05-31 | $3,670 | $3,715 | -$45 | -$45 | |
| 2.103 ARTISAN INTERNATIONAL FD-ADV | 2002-06-28 | 2017-06-15 | $64 | $38 | $26 | $26 | |
| 15. DEUTSCHE X-TRACKERS MSCI EUR ETF | 2015-04-30 | 2017-06-15 | $420 | $440 | -$20 | -$20 | |
| 54.662 HARDING LOEVNER INTERNATIONAL EQUITY PORTFOLIO | 2013-03-06 | 2017-06-15 | $1,140 | $893 | $247 | $247 | |
| 10. ISHARES TR S&P SMLCP VALU | 2013-03-06 | 2017-06-15 | $1,402 | $879 | $523 | $523 | |
| 14. ISHARES TR S&P SMLCP GROW | 2014-03-14 | 2017-06-15 | $2,178 | $1,679 | $499 | $499 | |
| 20. ISHARES EDGE MSCI USA QUALITY FACTOR ETF | 2016-10-03 | 2017-06-15 | $1,495 | $1,345 | $150 | $150 | |
| 30. ISHARES EDGE MSCI USA QUALITY FACTOR ETF | 2017-04-28 | 2017-06-15 | $2,243 | $2,198 | $45 | $45 | |
| 35. ISHARES EDGE MSCI USA VALUE FACTOR ETF | 2016-10-03 | 2017-06-15 | $2,576 | $2,279 | $297 | $297 | |
| 84.499 MFS VALUE FUND CLASS I FUND 893 | 2013-03-06 | 2017-06-15 | $3,324 | $2,361 | $963 | $963 | |
| 94.528 T ROWE PRICE GROWTH STOCK FUND | 2013-10-07 | 2017-06-15 | $6,003 | $4,424 | $1,579 | $1,579 | |
| 79.017 ROWE T PRICE VALUE FD INC COM | 2013-08-01 | 2017-06-15 | $2,880 | $2,631 | $249 | $249 | |
| 12. AMEX FINANCIAL SELECT SPDR | 2017-01-31 | 2017-06-15 | $293 | $282 | $11 | $11 | |
| 6. SECTOR SPDR TR SBI INT-TECH | 2017-04-28 | 2017-06-15 | $331 | $326 | $5 | $5 | |
| 73.55 TEMPLETON GLOBAL BOND FUND AD FUND | 2013-02-06 | 2017-06-15 | $901 | $985 | -$84 | -$84 | |
| .57 TEMPLETON INSTL FDS INC FOREIGN EQUITY SER | 2015-01-27 | 2017-06-15 | $12 | $12 | |||
| 266.37 WASATCH INTL OPPORTUNIT-INST | 2016-05-26 | 2017-06-15 | $903 | $767 | $136 | $136 | |
| 90. WISDOMTREE U.S. QUALITY DIVI ETF | 2016-10-03 | 2017-06-15 | $3,313 | $2,899 | $414 | $414 | |
| 49. ISHARES MSCI EMERGING MKTS INDEX FUND | 2017-05-31 | 2017-07-31 | $2,141 | $2,020 | $121 | $121 | |
| 45. ISHARES MSCI EMERGING MKTS INDEX FUND | 2013-03-06 | 2017-07-31 | $1,966 | $1,966 | |||
| 1. SECTOR SPDR TR SBI INT-TECH | 2017-04-28 | 2017-07-31 | $57 | $54 | $3 | $3 | |
| 54. INDUSTRIAL SELECT SECTOR SPDR ETF LARGE CAP | 2017-07-31 | 2017-08-31 | $3,691 | $3,701 | -$10 | -$10 | |
| 83. ISHARES MSCI EMERGING MKTS INDEX FUND | 2017-08-31 | 2017-10-31 | $3,828 | $3,723 | $105 | $105 | |
| 2. SECTOR SPDR TR SBI INT-TECH | 2017-04-28 | 2017-10-31 | $125 | $109 | $16 | $16 | |
| 53. ISHARES TR S&P SMLCAP 600 | 2017-10-31 | 2017-11-30 | $4,115 | $3,968 | $147 | $147 | |
| 149. AMEX FINANCIAL SELECT SPDR | 2017-01-31 | 2017-11-30 | $4,108 | $3,470 | $638 | $638 | |
| CAPITAL GAIN DIVIDENDS | $24,376 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $33,027 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $39,988 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $776,914 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05147 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $39,272 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $814,029 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048244 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $34,254 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $818,273 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.041861 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $31,888 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $761,113 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.041897 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $34,996 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $720,788 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.048552 | DistributionYr5Rt |
| Total Distribution | 0.232024 | TotalDistributionRt |
| Average Distribution | 0.046405 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $828,503 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $38,447 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $493 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $38,940 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $38,637 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $986 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $986 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $986 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $318 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $318 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $668 | 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 | 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 |
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 | $448 | 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 | $841,120 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $841,120 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $841,120 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,617 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $828,503 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $41,425 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $41,425 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $986 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $986 | TotalTaxAmt |
| Distributable Before Adj | $40,439 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $40,439 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $40,439 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $38,637 | 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 | $38,637 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $38,637 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $40,439 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $38,615 | 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 | $38,637 | QualifyingDistributionsAmt |
| Applied To Year1 | $38,615 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $22 | 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 | $40,417 | 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 | $38,615 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $38,615 | 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 | $16,716 | 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 | $33,027 | 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 | $188 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $49,931 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $49,931 | 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 | $271,591 | $266,611 |
| MUTUAL FUNDS - EQUITY | AT COST | $457,815 | $564,795 |
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 | $188 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL ESTIMATES - PRINCIPAL | $212 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $5 | $5 | $0 |