CHARLOTTE BULLOCK ESTATE: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- CHARLOTTE BULLOCK ESTATE (EIN 61-6019886)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-04-17
- IRS object ID
- 201821079349101302
- 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
- Form 990-PF
- Expln Of Non Filing With AG Stmt
- Investments Other Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-04-17T17:00:58-05:00 | 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 | 616019886 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLOTTE BULLOCK TUW | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BULL | BusinessNameControlTxt |
| Phone | 4127620861 | 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 | 4127620861 | PhoneNum |
| Signature | 2018-04-14 | 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) |
|---|---|---|
| Organization4947a1 Trtd PF | Yes (X) | Organization4947a1TrtdPFInd |
| FMV Assets EOY | $351,415 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $6,529 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,529 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $13,982 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $62,305 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $13,982 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $20,511 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $20,511 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $3,691 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $3,506 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $185 | 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 | $743 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2 | 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 | $4,434 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,508 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $185 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $15,196 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $15,196 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $19,630 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,508 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $15,381 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $881 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $17,003 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $12,812 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $17,525 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $17,525 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $301,726 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $297,896 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $333,890 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $314,538 | TotalAssetsBOYAmt |
| Total Assets EOY | $315,421 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $351,415 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $312,672 | CapitalStockBOYAmt |
| Capital Stock EOY | $313,456 | CapitalStockEOYAmt |
| Retained Earning BOY | $1,866 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,965 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $314,538 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $315,421 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $314,538 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $315,421 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $314,538 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $881 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2 | OtherIncreasesAmt |
| Subtotal | $315,421 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $315,421 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (60 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 41. ISHARES MSCI EMERGING MKTS INDEX FUND | 2012-10-22 | 2017-01-01 | $1,438 | $1,711 | -$273 | -$273 | |
| 31. SECTOR SPDR TR SBI INT-TECH | 2017-01-01 | $1,501 | $1,474 | $27 | $27 | ||
| 31. SECTOR SPDR TR SHS BEN INT-UTILITIES | 2017-01-01 | $1,512 | $1,531 | -$19 | -$19 | ||
| 4.974 CAMBIAR INTL EQUITY FUND-INS | 2016-12-20 | 2017-01-13 | $122 | $121 | $1 | $1 | |
| 36.408 BAIRD MIDCAP INST | 2016-10-21 | 2017-01-13 | $591 | $560 | $31 | $31 | |
| 22.367 BLACKROCK STRATEGIC INCOME OPPORTUNITIES PORTFOLIO | 2016-10-21 | 2017-01-13 | $221 | $219 | $2 | $2 | |
| 13. XTRACKERS MSCI JAPAN HEDGED ETF | 2016-10-21 | 2017-01-13 | $494 | $439 | $55 | $55 | |
| 3. XTRACKERS MSCI EUROPE HEDGED ETF | 2016-10-21 | 2017-01-13 | $77 | $78 | -$1 | -$1 | |
| 1.177 HARDING LOEVNER INTERNATIONAL EQUITY PORTFOLIO | 2016-10-21 | 2017-01-13 | $22 | $22 | |||
| 1. ISHARES TIPS BOND ETF | 2016-10-21 | 2017-01-13 | $114 | $116 | -$2 | -$2 | |
| 1. ISHARES TR S&P SMLCAP 600 | 2016-12-30 | 2017-01-13 | $138 | $72 | $66 | $66 | |
| 4. ISHARES TR S&P SMLCP VALU | 2016-10-21 | 2017-01-13 | $561 | $486 | $75 | $75 | |
| 4. ISHARES TR S&P SMLCP GROW | 2016-10-21 | 2017-01-13 | $603 | $530 | $73 | $73 | |
| 17. ISHARES EDGE MSCI USA QUALITY FACTOR ETF | 2016-10-21 | 2017-01-13 | $1,185 | $1,126 | $59 | $59 | |
| 20. ISHARES EDGE MSCI USA VALUE FACTOR ETF | 2016-10-21 | 2017-01-13 | $1,420 | $1,291 | $129 | $129 | |
| 42.071 MFS VALUE FUND CLASS I FUND 893 | 2013-10-21 | 2017-01-13 | $1,545 | $1,338 | $207 | $207 | |
| 30.717 MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND CLASS I | 2013-10-21 | 2017-01-13 | $548 | $586 | -$38 | -$38 | |
| 16.295 T ROWE PRICE GROWTH STOCK FUND | 2004-04-22 | 2017-01-13 | $905 | $409 | $496 | $496 | |
| 28.677 RIDGEWORTH FDS SEIX FLTG RATE NAME CHANGE 7/14/17 | 2016-10-21 | 2017-01-13 | $251 | $249 | $2 | $2 | |
| 38.104 ROWE T PRICE VALUE FD INC COM | 2016-10-21 | 2017-01-13 | $1,301 | $1,254 | $47 | $47 | |
| 6.501 T ROWE PRICE REAL ESTATE FUND FD 122 | 2016-07-14 | 2017-01-13 | $185 | $197 | -$12 | -$12 | |
| 2. SECTOR SPDR TR SBI INT-ENERGY | 2016-12-30 | 2017-01-13 | $149 | $151 | -$2 | -$2 | |
| 2. INDUSTRIAL SELECT SECTOR SPDR ETF LARGE CAP | 2016-12-30 | 2017-01-13 | $126 | $125 | $1 | $1 | |
| 23.426 TEMPLETON GLOBAL BOND FUND AD FUND | 2012-10-22 | 2017-01-13 | $277 | $315 | -$38 | -$38 | |
| 8.582 TEMPLETON INSTL FDS INC FOREIGN EQUITY SER | 2016-10-21 | 2017-01-13 | $165 | $162 | $3 | $3 | |
| 20.117 WELLS FARGO SPECIAL US MID CAP VALUE I | 2016-10-21 | 2017-01-13 | $725 | $677 | $48 | $48 | |
| 32. WISDOMTREE U.S. QUALITY DIVI ETF | 2016-10-21 | 2017-01-13 | $1,077 | $1,019 | $58 | $58 | |
| 22. INDUSTRIAL SELECT SECTOR SPDR ETF LARGE CAP | 2016-12-30 | 2017-01-31 | $1,389 | $1,373 | $16 | $16 | |
| 18. SECTOR SPDR TR SBI INT-ENERGY | 2016-12-30 | 2017-03-31 | $1,257 | $1,361 | -$104 | -$104 | |
| 221.985 T ROWE PRICE REAL ESTATE FUND FD 122 | 2016-07-14 | 2017-04-27 | $6,251 | $6,713 | -$462 | -$462 | |
| 8. ISHARES TR S&P MIDCAP 400 | 2017-03-31 | 2017-04-28 | $1,384 | $1,373 | $11 | $11 | |
| 20. ISHARES TR S&P SMLCAP 600 | 2016-12-30 | 2017-05-31 | $1,359 | $1,442 | -$83 | -$83 | |
| 35. ISHARES MSCI EMERGING MKTS INDEX FUND | 2012-10-22 | 2017-07-31 | $1,529 | $1,461 | $68 | $68 | |
| 1. SECTOR SPDR TR SBI INT-TECH | 2017-04-28 | 2017-07-31 | $57 | $54 | $3 | $3 | |
| 22. INDUSTRIAL SELECT SECTOR SPDR ETF LARGE CAP | 2017-07-31 | 2017-08-31 | $1,504 | $1,508 | -$4 | -$4 | |
| 33. ISHARES MSCI EMERGING MKTS INDEX FUND | 2017-08-31 | 2017-10-31 | $1,522 | $1,480 | $42 | $42 | |
| 1. SECTOR SPDR TR SBI INT-TECH | 2017-04-28 | 2017-10-31 | $63 | $54 | $9 | $9 | |
| 7.776 CAMBIAR INTL EQUITY FUND-INS | 2016-12-20 | 2017-11-16 | $218 | $189 | $29 | $29 | |
| 24.053 ARTISAN INTERNATIONAL FD-ADV | 2016-10-21 | 2017-11-16 | $793 | $650 | $143 | $143 | |
| 41.13 BAIRD MIDCAP INST | 2016-10-21 | 2017-11-16 | $790 | $633 | $157 | $157 | |
| 4. XTRACKERS MSCI JAPAN HEDGED ETF | 2016-10-21 | 2017-11-16 | $172 | $135 | $37 | $37 | |
| 21.29 HARDING LOEVNER INTERNATIONAL EQUITY PORTFOLIO | 2016-10-21 | 2017-11-16 | $485 | $397 | $88 | $88 | |
| 25. ISHARES MSCI EMERGING MKTS INDEX FUND | 2012-10-22 | 2017-11-16 | $1,161 | $1,044 | $117 | $117 | |
| 1. ISHARES TR S&P SMLCAP 600 | 2017-10-31 | 2017-11-16 | $74 | $75 | -$1 | -$1 | |
| 7. ISHARES EDGE MSCI USA QUALITY FACTOR ETF | 2016-10-21 | 2017-11-16 | $559 | $464 | $95 | $95 | |
| 6. ISHARES EDGE MSCI USA QUALITY FACTOR ETF | 2017-04-28 | 2017-11-16 | $479 | $440 | $39 | $39 | |
| 7. ISHARES EDGE MSCI USA VALUE FACTOR ETF | 2016-10-21 | 2017-11-16 | $560 | $452 | $108 | $108 | |
| 12.252 MFS VALUE FUND CLASS I FUND 893 | 2013-10-21 | 2017-11-16 | $495 | $390 | $105 | $105 | |
| 16.605 MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND CLASS I | 2013-10-21 | 2017-11-16 | $326 | $317 | $9 | $9 | |
| 49.922 T ROWE PRICE GROWTH STOCK FUND | 2017-11-16 | $3,517 | $1,244 | $2,273 | $2,273 | ||
| 32.717 ROWE T PRICE VALUE FD INC COM | 2016-10-21 | 2017-11-16 | $1,272 | $1,077 | $195 | $195 | |
| 4. AMEX FINANCIAL SELECT SPDR | 2017-11-16 | $105 | $94 | $11 | $11 | ||
| 2. SECTOR SPDR TR SBI INT-TECH | 2017-04-28 | 2017-11-16 | $127 | $109 | $18 | $18 | |
| 17.662 TEMPLETON INSTL FDS INC FOREIGN EQUITY SER | 2016-10-21 | 2017-11-16 | $393 | $334 | $59 | $59 | |
| 187.152 TOUCHSTONE SANDS CAPITAL SELECT GROWTH FD CLASS Y | 2016-10-21 | 2017-11-16 | $3,339 | $3,081 | $258 | $258 | |
| 84.911 WASATCH INTL OPPORTUNIT-INST | 2016-10-21 | 2017-11-16 | $295 | $269 | $26 | $26 | |
| 33. WISDOMTREE U.S. QUALITY DIVI ETF | 2016-10-21 | 2017-11-16 | $1,304 | $1,051 | $253 | $253 | |
| 20. ISHARES TR S&P SMLCAP 600 | 2017-10-31 | 2017-11-30 | $1,553 | $1,497 | $56 | $56 | |
| 56. AMEX FINANCIAL SELECT SPDR | 2017-01-31 | 2017-11-30 | $1,544 | $1,304 | $240 | $240 | |
| CAPITAL GAIN DIVIDENDS | $9,176 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $13,982 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $15,219 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $317,833 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047884 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $15,237 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $331,762 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.045928 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $16,915 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $338,487 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049972 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $13,170 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $316,805 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.041571 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $14,771 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $296,385 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.049837 | DistributionYr5Rt |
| Total Distribution | 0.235192 | TotalDistributionRt |
| Average Distribution | 0.047038 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $336,461 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $15,826 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $170 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $15,996 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $15,381 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $340 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $340 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $340 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $504 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $504 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $164 | OverpaymentAmt |
| Applied To ES Tax | $164 | 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 | KY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | false | 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 |
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 | 4127620861 | 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) |
|---|---|---|
| NECT Filing In Lieu OF Form1041 | Yes (X) | NECTFilingInLieuOFForm1041Ind |
| 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 | $3,691 | 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 | $341,585 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $341,585 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $341,585 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,124 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $336,461 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $16,823 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $16,823 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $340 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $340 | TotalTaxAmt |
| Distributable Before Adj | $16,483 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $16,483 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $16,483 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $15,381 | 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 | $15,381 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $15,381 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $16,483 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $15,195 | 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 | $15,381 | QualifyingDistributionsAmt |
| Applied To Year1 | $15,195 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $186 | 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 | $16,297 | 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 (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CHILDRENS HOSPITAL FOUNDATION | |||||||
| 226 E CHESTNUT ST | LOUISVILLE | KY | 40296 | NONE | PC | GENERAL SUPPORT | $3,799 |
| LOUISVILLE FLOWER MISSION | |||||||
| PO BOX 904 | JEFFERSONVILLE | IN | 47131 | NONE | PC | GENERAL SUPPORT | $3,799 |
| NORTON HOSPITALS FOUNDATION INC | |||||||
| 224 E BROADWAY 5TH FLR | LOUISVILLE | KY | 40202 | NONE | PC | GENERAL SUPPORT | $3,799 |
| WOODCOCK FOUNDATION | |||||||
| 425 S SECOND ST | LOUISVILLE | KY | 40202 | NONE | PC | GENERAL SUPPORT | $3,799 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $15,196 | 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 | $6,529 | 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 | $13,982 | 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 | $20,511 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $20,511 | 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 |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | The Charlotte Bullock TUW does not file a copy of Form 990-PF with the office of the Attorney General in Kentucky because the trust does not solicit funds in the state of Kentucky and therefore the Attorney General does not wish to receive a copy of the tax return. | ExplanationTxt |
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 | $112,480 | $110,063 |
| MUTUAL FUNDS - EQUITY | AT COST | $185,416 | $223,827 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJ FOR ROUNDING TRANSACTIONS AND SALES | 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 | $237 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $504 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $2 | $2 | $0 |