HENRY STUEBNER 12: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- HENRY STUEBNER 12 (EIN 23-6201945)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-03-26
- IRS object ID
- 201820859349100662
- 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 | 2018-03-26T20:21:51-05:00 | 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 | 236201945 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HENRY STUEBNER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STUE | 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 | 2018-03-16 | SignatureDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 161.150.240.4 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 775AC9AF59FC72ED61B8D791BFA73B7758C13598 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 1CC7BA5074E8AB1797D9DE59A1DFA746CF600023 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization4947a1 Trtd PF | Yes (X) | Organization4947a1TrtdPFInd |
| FMV Assets EOY | $1,110,671 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $20,876 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,876 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $43,362 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $162,980 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $43,362 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $64,238 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $64,238 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $14,538 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $13,811 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $727 | 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 | $1,609 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7 | 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 | $16,147 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,818 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $727 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $49,322 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $49,322 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $65,469 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,818 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $50,049 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,231 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $50,420 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $54,799 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $42,623 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $42,623 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $923,754 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $934,706 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,068,048 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $978,553 | TotalAssetsBOYAmt |
| Total Assets EOY | $977,329 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,110,671 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $973,528 | CapitalStockBOYAmt |
| Capital Stock EOY | $972,446 | CapitalStockEOYAmt |
| Retained Earning BOY | $5,025 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,883 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $978,553 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $977,329 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $978,553 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $977,329 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $978,553 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,231 | ExcessRevenueOverExpensesAmt |
| Other Increases | $7 | OtherIncreasesAmt |
| Subtotal | $977,329 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $977,329 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (40 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 122. ISHARES MSCI EMERGING MKTS INDEX FUND | 2013-02-04 | 2017-01-01 | $4,278 | $5,356 | -$1,078 | -$1,078 | |
| 89. SECTOR SPDR TR SBI INT-TECH | 2016-10-10 | 2017-01-01 | $4,309 | $4,272 | $37 | $37 | |
| 90. SECTOR SPDR TR SHS BEN INT-UTILITIES | 2016-10-31 | 2017-01-01 | $4,390 | $4,442 | -$52 | -$52 | |
| 70. INDUSTRIAL SELECT SECTOR SPDR ETF LARGE CAP | 2016-12-30 | 2017-01-31 | $4,420 | $4,368 | $52 | $52 | |
| 58. SECTOR SPDR TR SBI INT-ENERGY | 2016-12-30 | 2017-03-31 | $4,050 | $4,387 | -$337 | -$337 | |
| 709.292 T ROWE PRICE REAL ESTATE FUND FD 122 | 2016-07-14 | 2017-04-27 | $19,974 | $20,694 | -$720 | -$720 | |
| 27. ISHARES TR S&P MIDCAP 400 | 2017-03-31 | 2017-04-28 | $4,671 | $4,635 | $36 | $36 | |
| 65. ISHARES TR S&P SMLCAP 600 | 2016-12-30 | 2017-05-31 | $4,418 | $4,472 | -$54 | -$54 | |
| 112. ISHARES MSCI EMERGING MKTS INDEX FUND | 2013-02-04 | 2017-07-31 | $4,894 | $4,917 | -$23 | -$23 | |
| 2. SECTOR SPDR TR SBI INT-TECH | 2017-04-28 | 2017-07-31 | $114 | $109 | $5 | $5 | |
| 70. INDUSTRIAL SELECT SECTOR SPDR ETF LARGE CAP | 2017-07-31 | 2017-08-31 | $4,785 | $4,798 | -$13 | -$13 | |
| 107. ISHARES MSCI EMERGING MKTS INDEX FUND | 2017-08-31 | 2017-10-31 | $4,935 | $4,799 | $136 | $136 | |
| 3. SECTOR SPDR TR SBI INT-TECH | 2017-04-28 | 2017-10-31 | $188 | $163 | $25 | $25 | |
| 22.39 CAMBIAR INTL EQUITY FUND-INS | 2016-12-20 | 2017-11-17 | $631 | $544 | $87 | $87 | |
| 20.663 ARTISAN INTERNATIONAL FD-ADV | 2016-12-14 | 2017-11-17 | $686 | $528 | $158 | $158 | |
| 68.638 ARTISAN INTERNATIONAL FD-ADV | 2002-11-21 | 2017-11-17 | $2,279 | $1,042 | $1,237 | $1,237 | |
| 142.807 BAIRD MIDCAP INST | 2016-10-10 | 2017-11-17 | $2,752 | $2,241 | $511 | $511 | |
| 13. DB X-TRACKERS MSCI JAPAN HDG ETF | 2016-10-10 | 2017-11-17 | $554 | $436 | $118 | $118 | |
| 3. DEUTSCHE X-TRACKERS MSCI EUR ETF | 2017-04-27 | 2017-11-17 | $85 | $83 | $2 | $2 | |
| 82.1 HARDING LOEVNER INTERNATIONAL EQUITY PORTFOLIO | 2016-10-10 | 2017-11-17 | $1,877 | $1,553 | $324 | $324 | |
| 96. ISHARES MSCI EMERGING MKTS INDEX FUND | 2017-05-31 | 2017-11-17 | $4,506 | $3,957 | $549 | $549 | |
| 1. ISHARES MSCI EMERGING MKTS INDEX FUND | 2013-02-04 | 2017-11-17 | $47 | $44 | $3 | $3 | |
| 5. ISHARES TR S&P SMLCAP 600 | 2017-10-31 | 2017-11-17 | $373 | $374 | -$1 | -$1 | |
| 2. ISHARES TR S&P SMLCP GROW | 2016-10-10 | 2017-11-17 | $332 | $276 | $56 | $56 | |
| 25. ISHARES EDGE MSCI USA QUALITY FACTOR ETF | 2017-04-28 | 2017-11-17 | $2,000 | $1,832 | $168 | $168 | |
| 19. ISHARES EDGE MSCI USA QUALITY FACTOR ETF | 2016-10-10 | 2017-11-17 | $1,520 | $1,281 | $239 | $239 | |
| 20. ISHARES EDGE MSCI USA VALUE FACTOR ETF | 2016-10-10 | 2017-11-17 | $1,607 | $1,314 | $293 | $293 | |
| 37.696 MFS VALUE FUND CLASS I FUND 893 | 2013-02-04 | 2017-11-17 | $1,520 | $1,019 | $501 | $501 | |
| 65.102 MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND CLASS I | 2013-10-15 | 2017-11-17 | $1,279 | $1,212 | $67 | $67 | |
| 172.327 T ROWE PRICE GROWTH STOCK FUND | 2002-11-21 | 2017-11-17 | $12,090 | $3,414 | $8,676 | $8,676 | |
| 51.324 ROWE T PRICE VALUE FD INC COM | 2016-10-10 | 2017-11-17 | $1,992 | $1,704 | $288 | $288 | |
| 11. AMEX FINANCIAL SELECT SPDR | 2017-01-31 | 2017-11-17 | $288 | $259 | $29 | $29 | |
| 5. SECTOR SPDR TR SBI INT-TECH | 2017-04-28 | 2017-11-17 | $317 | $272 | $45 | $45 | |
| 46.459 TEMPLETON INSTL FDS INC FOREIGN EQUITY SER | 2016-10-10 | 2017-11-17 | $1,037 | $888 | $149 | $149 | |
| 861.872 TOUCHSTONE SANDS CAPITAL SELECT GROWTH FD CLASS Y | 2016-10-10 | 2017-11-17 | $15,428 | $14,574 | $854 | $854 | |
| 337.846 WASATCH INTL OPPORTUNIT-INST | 2016-10-10 | 2017-11-17 | $1,186 | $1,081 | $105 | $105 | |
| 104. WISDOMTREE U.S. QUALITY DIVI ETF | 2016-10-10 | 2017-11-17 | $4,111 | $3,346 | $765 | $765 | |
| 63. ISHARES TR S&P SMLCAP 600 | 2017-10-31 | 2017-11-30 | $4,891 | $4,717 | $174 | $174 | |
| 181. AMEX FINANCIAL SELECT SPDR | 2017-01-31 | 2017-11-30 | $4,991 | $4,215 | $776 | $776 | |
| CAPITAL GAIN DIVIDENDS | $29,175 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $43,362 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $51,833 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,018,177 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050908 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $51,615 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,062,063 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048599 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $52,586 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,087,341 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048362 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $49,068 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,060,098 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.046286 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $41,438 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,016,765 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.040755 | DistributionYr5Rt |
| Total Distribution | 0.23491 | TotalDistributionRt |
| Average Distribution | 0.046982 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,070,158 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $50,278 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $504 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $50,782 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $50,049 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,008 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,008 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,008 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $956 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $956 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $52 | 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) |
|---|---|---|
| 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 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 | 3 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $14,538 | 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 | $1,086,455 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,086,455 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,086,455 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,297 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,070,158 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $53,508 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $53,508 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,008 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,008 | TotalTaxAmt |
| Distributable Before Adj | $52,500 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $52,500 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $52,500 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $50,049 | 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 | $50,049 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $50,049 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $52,500 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $49,319 | 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 | $50,049 | QualifyingDistributionsAmt |
| Applied To Year1 | $49,319 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $730 | 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 | $51,770 | 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 (14 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 |
|---|---|---|---|---|---|---|---|---|
| LUTHERAN HOME | ||||||||
| 960 CENTURY DRIVE | MECHANICSBURG | PA | 17055 | NONE | PC | GENERAL SUPPORT | $3,794 | |
| YOUNG MENS CHRISTIAN ASSOCIATION | ||||||||
| 2000 MARKET STREET | PHILADELPHIA | PA | 19103 | NONE | PC | GENERAL SUPPORT | $3,794 | |
| THOMAS SCATTERGOOD BEHAVIORAL | ||||||||
| 4641 ROOSEVELT BLVD | PHILADELPHIA | PA | 19124 | NONE | PC | GENERAL SUPPORT | $3,794 | HEALTH FOUNDATION |
| SAUNDERS HOUSE | ||||||||
| 100 LANCASTER AVENUE | WYNNEWOOD | PA | 19096 | NONE | PC | GENERAL SUPPORT | $3,794 | |
| INGLIS HOUSE | ||||||||
| 2600 BELMONT AVENUE | PHILADELPHIA | PA | 19131 | NONE | PC | GENERAL SUPPORT | $3,794 | |
| DREXEL UNIVERSITY | ||||||||
| 3201 ARCH STREET | PHILADELPHIA | PA | 19104 | NONE | PC | GENERAL SUPPORT | $3,794 | |
| YOUTH SERVICE INC | ||||||||
| 410 NORTH 34TH STREET | PHILADELPHIA | PA | 19104 | NONE | PC | GENERAL SUPPORT | $3,794 | |
| HAYES HOME FOR MEN | ||||||||
| 2210 BELMONT AVENUE | PHILADELPHIA | PA | 19131 | NONE | PC | GENERAL SUPPORT | $3,794 | |
| ASSOCIATION SERVICES FOR THE BLIND | ||||||||
| 919 WALNUT STREET | PHILADELPHIA | PA | 19107 | NONE | PC | GENERAL SUPPORT | $3,794 | |
| LITTLE SISTERS OF THE POOR | ||||||||
| 5300 CHESTER AVENUE | PHILADELPHIA | PA | 19143 | NONE | PC | GENERAL SUPPORT | $3,794 | |
| WOMEN'S WAY | ||||||||
| 1233 LOCUST STREET | PHILADELPHIA | PA | 19107 | NONE | PC | GENERAL SUPPORT | $3,794 | |
| THE AMERICAN ONCOLOGIC HOSPITAL | ||||||||
| 333 COTTMAN AVENUE | PHILADELPHIA | PA | 19111 | NONE | PC | GENERAL SUPPORT | $3,794 | |
| SILVER SPRINGS-MRTN LTHR SCHOOL | ||||||||
| 512 WEST TOWNSHIP LINE ROAD | PLYMOUTH MEETING | PA | 19462 | NONE | PC | GENERAL SUPPORT | $1,897 | |
| GERMANTOWN HOME | ||||||||
| 6970 GERMANTOWN AVENUE | PHILADELPHIA | PA | 19119 | NONE | PC | GENERAL SUPPORT | $1,897 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $49,322 | 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 | $20,876 | 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 | $43,362 | 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 | $64,238 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $64,238 | 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 | $358,749 | $352,400 |
| MUTUAL FUNDS - EQUITY | AT COST | $575,957 | $715,648 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING ADJ FOR SALES AND TRANSACTIONS | Desc |
| Amt | $7 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $646 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $956 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $7 | $7 | $0 |