JOSEPH P KITTREDGE JR CHAR TRUST: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- JOSEPH P KITTREDGE JR CHAR TRUST (EIN 46-5136455)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-04-20
- IRS object ID
- 201821109349101252
- 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
- Investments Other Schedule2
- Legal Fees Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-04-20T17:00:50-05:00 | 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 | 465136455 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSEPH P KITTREDGE JR CHAR TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KITT | BusinessNameControlTxt |
| Phone | 4127629161 | 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 | 4127629161 | PhoneNum |
| Signature | 2018-04-19 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,315,242 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $24,986 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $24,986 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $57,938 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $239,223 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $57,938 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $1,156 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $84,080 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $82,924 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $14,682 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $11,745 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $2,936 | 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 Rev And Expnss | $1,297 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,297 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $60 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8 | 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 | $16,039 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,753 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,233 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $59,683 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $59,683 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $75,722 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,753 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $63,916 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $8,358 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $71,171 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $53,204 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $96,901 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $96,901 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $1,173,026 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,137,693 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,218,341 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,226,230 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,234,594 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,315,242 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,215,435 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,223,305 | CapitalStockEOYAmt |
| Retained Earning BOY | $10,795 | RetainedEarningBOYAmt |
| Retained Earning EOY | $11,289 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,226,230 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,234,594 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,226,230 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,234,594 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,226,230 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $8,358 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6 | OtherIncreasesAmt |
| Subtotal | $1,234,594 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,234,594 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (65 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 154. ISHARES MSCI EMERGING MKTS INDEX FUND | 2010-06-17 | 2017-01-01 | $5,400 | $6,123 | -$723 | -$723 | |
| 114. SECTOR SPDR TR SBI INT-TECH | 2016-08-31 | 2017-01-01 | $5,519 | $5,361 | $158 | $158 | |
| 116. SECTOR SPDR TR SHS BEN INT-UTILITIES | 2016-10-31 | 2017-01-01 | $5,658 | $5,725 | -$67 | -$67 | |
| 89. INDUSTRIAL SELECT SECTOR SPDR ETF LARGE CAP | 2016-12-30 | 2017-01-31 | $5,620 | $5,554 | $66 | $66 | |
| 74. SECTOR SPDR TR SBI INT-ENERGY | 2016-12-30 | 2017-03-31 | $5,168 | $5,597 | -$429 | -$429 | |
| 915.142 T ROWE PRICE REAL ESTATE FUND FD 122 | 2012-04-23 | 2017-04-27 | $25,770 | $18,680 | $7,090 | $7,090 | |
| 34. ISHARES TR S&P MIDCAP 400 | 2017-03-31 | 2017-04-28 | $5,882 | $5,836 | $46 | $46 | |
| 83. ISHARES TR S&P SMLCAP 600 | 2016-12-30 | 2017-05-31 | $5,642 | $5,710 | -$68 | -$68 | |
| 143. ISHARES MSCI EMERGING MKTS INDEX FUND | 2017-05-31 | 2017-07-31 | $6,248 | $5,894 | $354 | $354 | |
| 2. SECTOR SPDR TR SBI INT-TECH | 2017-04-28 | 2017-07-31 | $114 | $109 | $5 | $5 | |
| 89. INDUSTRIAL SELECT SECTOR SPDR ETF LARGE CAP | 2017-07-31 | 2017-08-31 | $6,083 | $6,100 | -$17 | -$17 | |
| 74.03 HARDING LOEVNER INTERNATIONAL EQUITY PORTFOLIO | 2010-06-17 | 2017-10-03 | $1,652 | $949 | $703 | $703 | |
| 77. ISHARES MSCI EMERGING MKTS INDEX FUND | 2017-08-31 | 2017-10-03 | $3,500 | $3,454 | $46 | $46 | |
| 19. ISHARES TR S&P SMLCP VALU | 2014-03-07 | 2017-10-03 | $2,859 | $2,170 | $689 | $689 | |
| 23. ISHARES TR S&P SMLCP GROW | 2014-03-12 | 2017-10-03 | $3,835 | $2,777 | $1,058 | $1,058 | |
| 39. ISHARES EDGE MSCI USA QUALITY FACTOR ETF | 2016-10-03 | 2017-10-03 | $3,031 | $2,622 | $409 | $409 | |
| 46. ISHARES EDGE MSCI USA QUALITY FACTOR ETF | 2017-04-28 | 2017-10-03 | $3,575 | $3,370 | $205 | $205 | |
| 74. ISHARES EDGE MSCI USA VALUE FACTOR ETF | 2016-10-03 | 2017-10-03 | $5,799 | $4,818 | $981 | $981 | |
| 143.119 MFS VALUE FUND CLASS I FUND 893 | 2014-03-07 | 2017-10-03 | $5,795 | $4,827 | $968 | $968 | |
| 182.06 T ROWE PRICE GROWTH STOCK FUND | 2014-03-07 | 2017-10-03 | $12,307 | $9,973 | $2,334 | $2,334 | |
| 165.195 ROWE T PRICE VALUE FD INC COM | 2014-03-07 | 2017-10-03 | $6,287 | $5,754 | $533 | $533 | |
| 27. AMEX FINANCIAL SELECT SPDR | 2017-01-31 | 2017-10-03 | $705 | $632 | $73 | $73 | |
| 11. SECTOR SPDR TR SBI INT-TECH | 2017-04-28 | 2017-10-03 | $652 | $598 | $54 | $54 | |
| 57.732 TEMPLETON GLOBAL BOND FUND AD FUND | 2011-08-16 | 2017-10-03 | $707 | $790 | -$83 | -$83 | |
| 401.489 WASATCH INTL OPPORTUNIT-INST | 2016-05-26 | 2017-10-03 | $1,409 | $1,156 | $253 | $253 | |
| 160. WISDOMTREE U.S. QUALITY DIVI ETF | 2016-10-03 | 2017-10-03 | $6,137 | $5,154 | $983 | $983 | |
| 59. ISHARES MSCI EMERGING MKTS INDEX FUND | 2017-08-31 | 2017-10-31 | $2,721 | $2,646 | $75 | $75 | |
| 66. ISHARES MSCI EMERGING MKTS INDEX FUND | 2010-06-17 | 2017-10-31 | $3,044 | $2,609 | $435 | $435 | |
| 3. SECTOR SPDR TR SBI INT-TECH | 2017-04-28 | 2017-10-31 | $188 | $163 | $25 | $25 | |
| 78. ISHARES TR S&P SMLCAP 600 | 2017-10-31 | 2017-11-30 | $6,056 | $5,840 | $216 | $216 | |
| 217. AMEX FINANCIAL SELECT SPDR | 2017-01-31 | 2017-11-30 | $5,983 | $5,053 | $930 | $930 | |
| 9.483 CAMBIAR INTL EQUITY FUND-INS | 2017-10-03 | 2017-12-05 | $270 | $267 | $3 | $3 | |
| 7.161 CAMBIAR INTL EQUITY FUND-INS | 2016-12-20 | 2017-12-05 | $204 | $174 | $30 | $30 | |
| .812 ARTISAN INTERNATIONAL FD-ADV | 2017-10-03 | 2017-12-05 | $27 | $26 | $1 | $1 | |
| 22.536 ARTISAN INTERNATIONAL FD-ADV | 2014-03-07 | 2017-12-05 | $739 | $687 | $52 | $52 | |
| 3.307 BAIRD MIDCAP INST | 2017-10-03 | 2017-12-05 | $65 | $63 | $2 | $2 | |
| 82.725 BAIRD MIDCAP INST | 2016-04-06 | 2017-12-05 | $1,623 | $1,252 | $371 | $371 | |
| 47.935 BLACKROCK STRATEGIC INCOME OPPORTUNITIES PORTFOLIO | 2014-10-30 | 2017-12-05 | $476 | $491 | -$15 | -$15 | |
| 24. XTRACKERS MSCI JAPAN HEDGED ETF | 2015-04-30 | 2017-12-05 | $1,042 | $1,018 | $24 | $24 | |
| 28. XTRACKERS MSCI EUROPE HEDGED ETF | 2015-04-30 | 2017-12-05 | $796 | $821 | -$25 | -$25 | |
| 22.856 HARDING LOEVNER INTERNATIONAL EQUITY PORTFOLIO | 2010-06-17 | 2017-12-05 | $518 | $293 | $225 | $225 | |
| 8. ISHARES TIPS BOND ETF | 2016-08-25 | 2017-12-05 | $909 | $930 | -$21 | -$21 | |
| 20. ISHARES CORE US AGGREGATE BOND ETF | 2014-10-22 | 2017-12-05 | $2,182 | $2,211 | -$29 | -$29 | |
| 28. ISHARES MSCI EMERGING MKTS INDEX FUND | 2017-11-30 | 2017-12-05 | $1,292 | $1,298 | -$6 | -$6 | |
| 3. ISHARES TR S&P SMLCP VALU | 2014-03-07 | 2017-12-05 | $462 | $343 | $119 | $119 | |
| 3. ISHARES TR S&P SMLCP GROW | 2014-03-12 | 2017-12-05 | $511 | $362 | $149 | $149 | |
| 6. ISHARES MSCI EAFE SMALL-CAP ETF | 2017-11-30 | 2017-12-05 | $379 | $383 | -$4 | -$4 | |
| 64. ISHARES EDGE MSCI USA QUALITY FACTOR ETF | 2016-10-03 | 2017-12-05 | $5,287 | $4,303 | $984 | $984 | |
| 43. ISHARES EDGE MSCI USA VALUE FACTOR ETF | 2016-10-03 | 2017-12-05 | $3,557 | $2,800 | $757 | $757 | |
| 116.587 MFS VALUE FUND CLASS I FUND 893 | 2014-03-07 | 2017-12-05 | $4,864 | $3,932 | $932 | $932 | |
| 120.398 MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND CLASS I | 2014-03-07 | 2017-12-05 | $2,404 | $2,397 | $7 | $7 | |
| 62.827 T ROWE PRICE GROWTH STOCK FUND | 2014-03-07 | 2017-12-05 | $4,383 | $3,442 | $941 | $941 | |
| 160.334 ROWE T PRICE VALUE FD INC COM | 2014-03-07 | 2017-12-05 | $6,376 | $5,584 | $792 | $792 | |
| 4. SECTOR SPDR TR SBI INT-TECH | 2017-04-28 | 2017-12-05 | $253 | $218 | $35 | $35 | |
| 2. SECTOR SPDR TR SBI INT-TECH | 2017-11-30 | 2017-12-05 | $126 | $127 | -$1 | -$1 | |
| 26.034 TEMPLETON GLOBAL BOND FUND AD FUND | 2011-08-16 | 2017-12-05 | $317 | $356 | -$39 | -$39 | |
| 14.051 TEMPLETON INSTL FDS INC FOREIGN EQUITY SER | 2015-01-27 | 2017-12-05 | $314 | $287 | $27 | $27 | |
| 18.204 TEMPLETON INSTL FDS INC FOREIGN EQUITY SER | 2017-10-03 | 2017-12-05 | $407 | $403 | $4 | $4 | |
| 118.488 TOUCHSTONE SANDS CAPITAL SELECT GROWTH FD CLASS Y | 2014-03-07 | 2017-12-05 | $2,065 | $2,258 | -$193 | -$193 | |
| 213.413 VANGUARD TOTL BD MKT IDX-ADM | 2014-10-22 | 2017-12-05 | $2,298 | $2,328 | -$30 | -$30 | |
| 57.143 VIRTUS SEIX FLOATING RATE HIGH INCOME FUND CLASS I | 2017-10-03 | 2017-12-05 | $497 | $498 | -$1 | -$1 | |
| 160.278 WASATCH INTL OPPORTUNIT-INST | 2016-05-26 | 2017-12-05 | $574 | $462 | $112 | $112 | |
| 39.378 WELLS FARGO SPECIAL US MID CAP VALUE I | 2017-10-03 | 2017-12-05 | $1,557 | $1,523 | $34 | $34 | |
| 115. WISDOMTREE U.S. QUALITY DIVI ETF | 2016-10-03 | 2017-12-05 | $4,713 | $3,704 | $1,009 | $1,009 | |
| CAPITAL GAIN DIVIDENDS | $34,390 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $57,938 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $46,029 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,181,082 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.038972 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $30,059 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,220,627 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.024626 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $29,517 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $969,440 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.030447 | DistributionYr3Rt |
| Total Distribution | 0.094045 | TotalDistributionRt |
| Average Distribution | 0.031348 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,267,216 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $39,725 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $712 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $40,437 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $63,916 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $712 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $712 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $712 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $104 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $104 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $608 | 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 | false | 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 |
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 | 4127629161 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 116 ALLEGHENY CENTER MALL | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PNC BANK 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 | 3 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $14,682 | 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 | $1,286,514 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,286,514 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,286,514 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $19,298 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,267,216 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $63,361 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $63,361 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $712 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $712 | TotalTaxAmt |
| Distributable Before Adj | $62,649 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $62,649 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $62,649 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $63,916 | 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 | $63,916 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $712 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $63,204 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $62,649 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $52,350 | 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 | $63,916 | QualifyingDistributionsAmt |
| Applied To Year1 | $52,350 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $11,566 | 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 | $51,083 | 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 (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BUHL FARM TRUST | ||||||||
| 715 HAZEN ROAD | HERMITAGE | PA | 16148 | NONE | PC | GENERAL SUPPORT | $7,875 | |
| FRENCH CREEK COUNCIL 532 | ||||||||
| 1815 ROBINSON ROAD W | ERIE | PA | 16509 | NONE | PC | GENERAL SUPPORT | $7,875 | BOY SCOUTS OF AMERICA |
| ST JOHN'S EPISCOPAL CHURCH | ||||||||
| 226 WEST STATE STREET | SHARON | PA | 16146 | NONE | PC | GENERAL SUPPORT | $5,250 | |
| FH BUHL CLUB | ||||||||
| 28N PINE AVE | SHARON | PA | 16148 | NONE | PC | GENERAL SUPPORT | $2,625 | |
| UNITED WAY OF MERCER COUNTY | ||||||||
| 493 SOUTH HERMITAGE ROAD | HERMITAGE | PA | 16148 | NONE | PC | GENERAL SUPPORT | $10,500 | |
| SHENANGO VALLEY YMCA | ||||||||
| 925 NORTH HERMITAGE ROAD | HERMITAGE | PA | 16148 | NONE | PC | GENERAL SUPPORT | $2,625 | |
| HUMANE SOCIETY OF MERCER COUNTY INC | ||||||||
| 1280 DUTCH LANE | HERMITAGE | PA | 16149 | NONE | PC | GENERAL SUPPORT | $2,625 | |
| ST MARYS BYZANTINE CATHOLIC CHUR | ||||||||
| 7782 GLENWOOD AVE | BOARDMAN | OH | 445125823 | NONE | PC | GENERAL SUPPORT | $5,250 | |
| BUHL REGIONAL HEALTH FNDN | ||||||||
| 740 E STATE ST | SHARON | PA | 16146 | NONE | PC | GENERAL SUPPORT | $12,433 | |
| COMMUNITY LIBRARY OF THE SHENANGO | ||||||||
| 11 NORTH SHARPSVILLE AVENUE | SHARON | PA | 16146 | NONE | PC | GENERAL SUPPORT | $2,625 | VALLEY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $59,683 | 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 | $24,986 | 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 | $57,938 | 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 | $1,156 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $84,080 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $84,080 | 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 | $415,872 | $408,274 |
| MUTUAL FUNDS - EQUITY | AT COST | $721,821 | $810,067 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| LEGAL FEES - PRINCIPAL (ALLOCA | $624 | $624 |
| LEGAL FEES - INCOME (ALLOCABLE | $673 | $673 |
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 | $1,156 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING ADJ FOR SALES AND TRANSACTIONS | Desc |
| Amt | $6 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL ESTIMATES - PRINCIPAL | $52 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $8 | $8 | $0 |