GEORGE & MARJORIE OWENS IRREV TR AGRMT FBO OWENS FAMILY FDN: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- GEORGE & MARJORIE OWENS IRREV TR AGRMT FBO OWENS FAMILY FDN (EIN 25-6865026)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-04-25
- IRS object ID
- 201831159349100723
- 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
- Schedule B
- Investments Other Schedule2
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-04-25T15:00:31-05:00 | 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 | 256865026 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OWENS FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OWEN | BusinessNameControlTxt |
| Phone | 2162576118 | 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 | 2162576118 | PhoneNum |
| Signature | 2018-04-24 | 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 | $755,420 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $100,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $12,469 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,469 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $22,208 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $64,262 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $22,208 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $269 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $134,946 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $34,677 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $5,057 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $4,551 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $506 | 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 | $96 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4 | 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 | $5,153 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,555 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $506 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $36,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $36,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $41,353 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,555 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $36,706 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $93,593 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $30,122 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $78,022 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $136,168 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $136,168 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $496,781 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $532,229 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $619,252 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $574,803 | TotalAssetsBOYAmt |
| Total Assets EOY | $668,397 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $755,420 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $574,803 | CapitalStockBOYAmt |
| Capital Stock EOY | $668,397 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $574,803 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $668,397 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $574,803 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $668,397 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $574,803 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $93,593 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1 | OtherIncreasesAmt |
| Subtotal | $668,397 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $668,397 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (19 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 72. ISHARES MSCI EMERGING MKTS INDEX FUND | 2010-01-11 | 2017-01-01 | $2,525 | $3,133 | -$608 | -$608 | |
| 4. ISHARES TR S&P SMLCP VALU | 2015-01-16 | 2017-01-01 | $564 | $451 | $113 | $113 | |
| 1. ISHARES TR S&P SMLCP GROW | 2015-01-16 | 2017-01-01 | $151 | $120 | $31 | $31 | |
| 52. SECTOR SPDR TR SBI INT-TECH | 2016-08-31 | 2017-01-01 | $2,517 | $2,455 | $62 | $62 | |
| 52. SECTOR SPDR TR SHS BEN INT-UTILITIES | 2016-10-31 | 2017-01-01 | $2,536 | $2,563 | -$27 | -$27 | |
| 40. INDUSTRIAL SELECT SECTOR SPDR ETF LARGE CAP | 2016-12-30 | 2017-01-31 | $2,526 | $2,496 | $30 | $30 | |
| 33. SECTOR SPDR TR SBI INT-ENERGY | 2016-12-30 | 2017-03-31 | $2,304 | $2,496 | -$192 | -$192 | |
| 345.667 T ROWE PRICE REAL ESTATE FUND FD 122 | 2012-01-31 | 2017-04-27 | $9,734 | $7,289 | $2,445 | $2,445 | |
| 68.341 T ROWE PRICE REAL ESTATE FUND FD 122 | 2016-12-29 | 2017-04-27 | $1,924 | $1,924 | |||
| 15. ISHARES TR S&P MIDCAP 400 | 2017-03-31 | 2017-04-28 | $2,595 | $2,575 | $20 | $20 | |
| 37. ISHARES TR S&P SMLCAP 600 | 2016-12-30 | 2017-05-31 | $2,515 | $2,545 | -$30 | -$30 | |
| 65. ISHARES MSCI EMERGING MKTS INDEX FUND | 2010-01-11 | 2017-07-31 | $2,840 | $2,814 | $26 | $26 | |
| 1. SECTOR SPDR TR SBI INT-TECH | 2017-04-28 | 2017-07-31 | $57 | $54 | $3 | $3 | |
| 40. INDUSTRIAL SELECT SECTOR SPDR ETF LARGE CAP | 2017-07-31 | 2017-08-31 | $2,734 | $2,742 | -$8 | -$8 | |
| 62. ISHARES MSCI EMERGING MKTS INDEX FUND | 2017-08-31 | 2017-10-31 | $2,860 | $2,781 | $79 | $79 | |
| 2. SECTOR SPDR TR SBI INT-TECH | 2017-04-28 | 2017-10-31 | $125 | $109 | $16 | $16 | |
| 39. ISHARES TR S&P SMLCAP 600 | 2017-10-31 | 2017-11-30 | $3,028 | $2,920 | $108 | $108 | |
| 111. AMEX FINANCIAL SELECT SPDR | 2017-01-31 | 2017-11-30 | $3,061 | $2,587 | $474 | $474 | |
| CAPITAL GAIN DIVIDENDS | $19,666 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $22,208 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $57,439 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $552,664 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.103931 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $69,119 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $513,107 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.134707 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $66,524 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $466,445 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.142619 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $65,945 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $391,608 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.168395 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $75,667 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $323,785 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.233695 | DistributionYr5Rt |
| Total Distribution | 0.783347 | TotalDistributionRt |
| Average Distribution | 0.156669 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $658,253 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $103,128 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $301 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $103,429 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $36,706 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $602 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $602 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $602 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $184 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $184 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $418 | 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 | Yes (true) | 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 | 2162576118 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4100 WEST 150TH STREET | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44135 | 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 | 152129938 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $5,057 | 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 | $668,277 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $668,277 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $668,277 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,024 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $658,253 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $32,913 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $32,913 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $602 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $602 | TotalTaxAmt |
| Distributable Before Adj | $32,311 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $32,311 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $32,311 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $36,706 | 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 | $36,706 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $36,706 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $32,311 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $54,634 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $46,946 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $43,660 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $44,005 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $29,989 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $219,234 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $36,706 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $32,311 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,395 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $223,629 | 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 | $54,634 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $168,995 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $46,946 | ExcessFromYear4Amt |
| Excess From Year3 | $43,660 | ExcessFromYear3Amt |
| Excess From Year2 | $44,005 | ExcessFromYear2Amt |
| Excess From Year1 | $29,989 | ExcessFromYear1Amt |
| Excess From Current Year | $4,395 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 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 |
|---|---|---|---|---|---|---|---|---|
| CHRIST EPISCOPAL CHURCH | ||||||||
| 220 OWENSVILLE ROAD | WEST RIVER | MD | 20778 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| CONNECTICUT COLLEGE | ||||||||
| 270 MOHEGAN AVENUE | NEW LONDON | CT | 06320 | NONE | PC | GENERAL SUPPORT | $1,500 | |
| RIVERSIDE THEATER | ||||||||
| 116 W WISCONSIN AVE | MILWAUKEE | WI | 53203 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| DARTMOUTH-HITCHCOCK MEDICAL CENTER | ||||||||
| ONE MEDICAL CENTER DRIVE | LEBANON | NH | 03756 | NONE | PC | GENERAL SUPPORT | $800 | |
| DOGS FOR LIFE | ||||||||
| 1230 16TH AVENUE | VERO BEACH | FL | 32960 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| FRONTIER NURSING SERVICE INC | ||||||||
| PO BOX 910912 | LEXINGTON | KY | 40591 | NONE | PC | GENERAL SUPPORT | $500 | |
| GILBERT HART LIBRARY - TOWN OF WALLINGFO | ||||||||
| PO BOX 327 | WALLINGFORD | VT | 05773 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| GREEN HILL CEMETERY ASSOCIATION | ||||||||
| PO BOX 196 | WALLINGFORD | VT | 05773 | NONE | PC | GENERAL SUPPORT | $1,500 | |
| HUMANE SOCIETY OF VERO BEACH | ||||||||
| 6174 NORTH A1A | VERO BEACH | FL | 32963 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| INDIAN RIVER MEDICAL CENTER FOUNDATION | ||||||||
| 1000 37TH PL STE 101 | VERO BEACH | FL | 32960 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| MCKEE BOTANICAL GARDENS | ||||||||
| 350 US HIGHWAY 1 | VERO BEACH | FL | 32962 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | ||||||||
| PO BOX 27105 | NEW YORK | NY | 10117 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| NEW YORK UNIVERSITY | ||||||||
| 726 BROADWAY 2ND FLOOR | NEW YORK | NY | 10003 | NONE | PC | GENERAL SUPPORT | $800 | |
| COLONIAL WILLIAMSBURG FOUNDATION | ||||||||
| 134 N HENRY STREET | WILLIAMSBURG | VA | 23185 | NONE | PC | GENERAL SUPPORT | $800 | |
| RUTLAND REGIONAL MEDICAL CENTER | ||||||||
| 160 ALLEN ST | RUTLAND | VT | 05701 | NONE | PC | GENERAL SUPPORT | $500 | |
| SPENCE-CHAPIN SERVICES TO FAMILIES AND | ||||||||
| 6 EAST 94TH STREET | NEW YORK | NY | 10130 | NONE | PC | GENERAL SUPPORT | $1,000 | CHILDREN |
| THE KNOX SCHOOL | ||||||||
| 541 LONG BEACH ROAD | SAINT JAMES | NY | 11780 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| TRINITY EPISCOPAL CHURCH | ||||||||
| 2365 PINE AVENUE | VERO BEACH | FL | 32960 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| VISITING NURSE ASSOC & HOSPICE FDN | ||||||||
| 1110 35TH LANE | VERO BEACH | FL | 32960 | NONE | PC | GENERAL SUPPORT | $1,800 | |
| WESTTOWN SCHOOL | ||||||||
| PO BOX 1799 WESTTOWN ROAD | WESTTOWN | PA | 19395 | NONE | PC | GENERAL SUPPORT | $1,500 | |
| WILMINGTON COLLEGE | ||||||||
| PYLE CENTER BOX 1307 | WILMINGTON | OH | 45177 | NONE | PC | GENERAL SUPPORT | $1,500 | |
| INDIAN RIVER LAND TRUST | ||||||||
| 80 ROYAL PALM POINTE STE 301 | VERO BEACH | FL | 32960 | NONE | PC | GENERAL USE AND PURPOSES | $500 | |
| VERO BEACH MUSEUM OF ART INC | ||||||||
| 3001 RIVERSIDE PARK DRIVE | VERO BEACH | FL | 32963 | NONE | PC | GENERAL USE AND PURPOSES | $1,500 | |
| RUTLAND AREA VISITING NURSES ASSOC | ||||||||
| PO BOX 787 | RUTLAND | VT | 05702 | NONE | PC | GENERAL USE AND PURPOSES | $500 | |
| SAINT JAMES EPISCOPAL CHURCH | ||||||||
| 260 BEAVER DAM ROAD | BROOKHAVEN | NY | 11719 | NONE | PC | GENERAL USE AND PURPOSES | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $36,200 | 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 | $12,469 | 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 | $22,208 | 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 | $269 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $34,946 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $34,946 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | M W OWENS 2004 CHARITABLE TRUST | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O PNC BANK | AddressLine1Txt |
| Address Line2 | 116 Allegheny Center Mall | AddressLine2Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152129938 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $100,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS - FIXED | AT COST | $103,365 | $101,847 |
| MUTUAL FUNDS - EQUITY | AT COST | $212,291 | $273,206 |
| ETF FIXED | AT COST | $85,507 | $84,925 |
| ETF EQUITY | AT COST | $131,066 | $159,274 |
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 | $269 | 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 | $1 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL ESTIMATES - PRINCIPAL | $92 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $4 | $4 | $0 |