A A BUE T-W FOR CEMETARY & YMCA ACCT NO 060560000: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- A A BUE T-W FOR CEMETARY & YMCA ACCT NO 060560000 (EIN 25-6013222)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-03-31
- IRS object ID
- 201820909349101002
- 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 | 2018-03-31T09:01:37-05:00 | 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 | 256013222 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRUST UNDER WILL OF ALBERT BUE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BUE | 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 | 2018-03-07 | 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 | $353,226 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $6,805 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,805 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $13,665 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $35,021 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $13,665 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $20,470 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $20,470 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $7,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $6,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,500 | 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 | $95 | 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 | $7,595 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,000 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,500 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $14,944 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $14,944 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $22,539 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,000 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $16,444 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,069 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $14,470 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,143 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,845 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,845 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $274,664 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $269,897 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $348,381 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $276,807 | TotalAssetsBOYAmt |
| Total Assets EOY | $274,742 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $353,226 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $275,996 | CapitalStockBOYAmt |
| Capital Stock EOY | $274,479 | CapitalStockEOYAmt |
| Retained Earning BOY | $811 | RetainedEarningBOYAmt |
| Retained Earning EOY | $263 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $276,807 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $274,742 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $276,807 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $274,742 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $276,807 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,069 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4 | OtherIncreasesAmt |
| Subtotal | $274,742 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $274,742 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (49 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 285. AMERICAN BEACON L/C VALU IS | 2014-03-17 | 2017-01-06 | $5,007 | $5,694 | -$687 | -$687 | |
| 8. VANGUARD VALUE ETF | 2011-02-25 | 2017-06-21 | $775 | $453 | $322 | $322 | |
| 30. ALLIANCEBERNSTEIN GLOBAL BD FD INC ADV FD 456 | 2016-08-10 | 2017-06-22 | $254 | $259 | -$5 | -$5 | |
| 5. ARTISAN INTERNATIONAL FD-ADV | 2014-03-17 | 2017-06-22 | $153 | $148 | $5 | $5 | |
| 17. BAIRD MIDCAP INST | 2016-03-31 | 2017-06-22 | $311 | $256 | $55 | $55 | |
| 117. BAIRD AGGREGATE BOND FUND FD 72 | 2016-08-02 | 2017-06-22 | $1,280 | $1,300 | -$20 | -$20 | |
| 7.616 DODGE & COX INTERNATIONAL STOCK FUND | 2017-01-06 | 2017-06-22 | $332 | $298 | $34 | $34 | |
| 72. DODGE & COX INCOME FUND | 2013-09-25 | 2017-06-22 | $999 | $973 | $26 | $26 | |
| 8. HARDING LOEVNER INTERNATIONAL EQUITY PORTFOLIO | 2010-06-25 | 2017-06-22 | $168 | $101 | $67 | $67 | |
| 3. ISHARES TR S&P 500 INDEX FD | 2008-03-07 | 2017-06-22 | $737 | $390 | $347 | $347 | |
| 2. ISHARES TR S&P MIDCP VALU | 2013-05-03 | 2017-06-22 | $295 | $203 | $92 | $92 | |
| 1. ISHARES TR S&P SMLCP VALU | 2013-05-03 | 2017-06-22 | $137 | $91 | $46 | $46 | |
| 2. ISHARES MSCI EAFE SMALL-CAP ETF | 2014-02-04 | 2017-06-22 | $115 | $98 | $17 | $17 | |
| 18.646 MFS VALUE FUND CLASS I FUND 893 | 2013-09-25 | 2017-06-22 | $731 | $609 | $122 | $122 | |
| 20. MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND CLASS I | 2013-09-25 | 2017-06-22 | $386 | $372 | $14 | $14 | |
| 23. METROPOLITAN WEST UNCONSTRAINED BOND FUND CLASS I | 2015-07-16 | 2017-06-22 | $275 | $273 | $2 | $2 | |
| 11.014 T ROWE PRICE GROWTH STOCK FUND | 2016-12-15 | 2017-06-22 | $710 | $593 | $117 | $117 | |
| 3. T ROWE PRICE GROWTH STOCK FUND | 2015-12-15 | 2017-06-22 | $193 | $159 | $34 | $34 | |
| 3.964 ROWE PRICE NEW HORIZONS FUND INC CAP | 2016-12-16 | 2017-06-22 | $203 | $175 | $28 | $28 | |
| 9. ROWE T PRICE VALUE FD INC COM | 2014-12-15 | 2017-06-22 | $328 | $302 | $26 | $26 | |
| 9.71 ROWE T PRICE VALUE FD INC COM | 2016-12-15 | 2017-06-22 | $354 | $329 | $25 | $25 | |
| 8. T ROWE PRICE REAL ESTATE FUND FD 122 | 2010-05-19 | 2017-06-22 | $228 | $120 | $108 | $108 | |
| 34. TOUCHSTONE SANDS CAPITAL SELECT GROWTH FD CLASS Y | 2016-12-13 | 2017-06-22 | $565 | $463 | $102 | $102 | |
| 4. VANGUARD FTSE EMERGING MARKETS ETF | 2008-11-03 | 2017-06-22 | $162 | $101 | $61 | $61 | |
| 28. ALLIANCEBERNSTEIN GLOBAL BD FD INC ADV FD 456 | 2016-08-10 | 2017-12-19 | $235 | $242 | -$7 | -$7 | |
| 5. ARTISAN INTERNATIONAL FD-ADV | 2014-03-17 | 2017-12-19 | $165 | $148 | $17 | $17 | |
| 16. BAIRD MIDCAP INST | 2016-03-31 | 2017-12-19 | $320 | $240 | $80 | $80 | |
| 107. BAIRD AGGREGATE BOND FUND FD 72 | 2016-08-02 | 2017-12-19 | $1,162 | $1,189 | -$27 | -$27 | |
| 7. DODGE & COX INTERNATIONAL STOCK FUND | 2017-01-06 | 2017-12-19 | $320 | $274 | $46 | $46 | |
| 66. DODGE & COX INCOME FUND | 2013-09-25 | 2017-12-19 | $906 | $892 | $14 | $14 | |
| 4.696 HARDING LOEVNER INTERNATIONAL EQUITY PORTFOLIO | 2010-06-25 | 2017-12-19 | $106 | $59 | $47 | $47 | |
| 2.304 HARDING LOEVNER INTERNATIONAL EQUITY PORTFOLIO | 2017-12-15 | 2017-12-19 | $52 | $51 | $1 | $1 | |
| 3. ISHARES TR S&P 500 INDEX FD | 2008-03-07 | 2017-12-19 | $811 | $390 | $421 | $421 | |
| 2. ISHARES TR S&P MIDCP VALU | 2013-05-03 | 2017-12-19 | $320 | $203 | $117 | $117 | |
| 1. ISHARES TR S&P SMLCP VALU | 2013-05-03 | 2017-12-19 | $155 | $91 | $64 | $64 | |
| 2. ISHARES MSCI EAFE SMALL-CAP ETF | 2014-02-04 | 2017-12-19 | $127 | $98 | $29 | $29 | |
| 17. MFS VALUE FUND CLASS I FUND 893 | 2013-09-25 | 2017-12-19 | $717 | $528 | $189 | $189 | |
| 17. MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND CLASS I | 2013-09-25 | 2017-12-19 | $340 | $316 | $24 | $24 | |
| .764 MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND CLASS I | 2017-12-13 | 2017-12-19 | $15 | $15 | |||
| 21. METROPOLITAN WEST UNCONSTRAINED BOND FUND CLASS I | 2015-07-16 | 2017-12-19 | $251 | $249 | $2 | $2 | |
| 13. T ROWE PRICE GROWTH STOCK FUND | 2017-12-15 | 2017-12-19 | $821 | $814 | $7 | $7 | |
| 4. ROWE PRICE NEW HORIZONS FUND INC CAP | 2017-12-18 | 2017-12-19 | $210 | $209 | $1 | $1 | |
| 17. ROWE T PRICE VALUE FD INC COM | 2017-12-15 | 2017-12-19 | $636 | $631 | $5 | $5 | |
| 5. T ROWE PRICE REAL ESTATE FUND FD 122 | 2010-05-19 | 2017-12-19 | $143 | $75 | $68 | $68 | |
| 2.663 T ROWE PRICE REAL ESTATE FUND FD 122 | 2017-12-14 | 2017-12-19 | $76 | $77 | -$1 | -$1 | |
| 38.352 TOUCHSTONE SANDS CAPITAL SELECT GROWTH FD CLASS Y | 2017-12-13 | 2017-12-19 | $562 | $559 | $3 | $3 | |
| 3. VANGUARD FTSE EMERGING MARKETS ETF | 2008-11-03 | 2017-12-19 | $135 | $76 | $59 | $59 | |
| 3. VANGUARD VALUE ETF | 2011-02-25 | 2017-12-19 | $322 | $170 | $152 | $152 | |
| CAPITAL GAIN DIVIDENDS | $11,416 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $13,665 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $16,829 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $319,293 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052707 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $23,774 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $338,412 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.070252 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $15,927 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $346,571 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.045956 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $16,317 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $326,622 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049957 | DistributionYr4Rt |
| Total Distribution | 0.218872 | TotalDistributionRt |
| Average Distribution | 0.054718 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $338,094 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $18,500 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $145 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $18,645 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $16,444 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $289 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $289 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $289 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $96 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $96 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $193 | 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 NA | 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 | $7,500 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $343,243 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $343,243 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $343,243 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,149 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $338,094 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $16,905 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $16,905 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $289 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $289 | TotalTaxAmt |
| Distributable Before Adj | $16,616 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $16,616 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $16,616 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $16,444 | 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 | $16,444 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $16,444 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $16,616 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | 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 | $363 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $363 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $16,444 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $16,444 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $172 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $172 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $191 | 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 | $191 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $191 | ExcessFromYear1Amt |
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 | YMCA TITUSVILLE | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 W WALNUT STREET | AddressLine1Txt |
| City | TITUSVILLE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 163541541 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL SUPPORT | GrantOrContributionPurposeTxt |
| Amt | $14,944 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $14,944 | 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 | $6,805 | 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 | $13,665 | 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 | $20,470 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $20,470 | 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 INCOME | AT COST | $98,157 | $99,876 |
| MUTUAL FUNDS - EQUITIES | AT COST | $171,740 | $248,505 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING ADJ FOR SALES AND TRANSACTIONS | Desc |
| Amt | $4 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL ESTIMATES - PRINCIPAL | CategoryTxt |
| Amt | $95 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |