GEORGE & MARJORIE OWENS IRREV TR AGRMT FBO OWENS FAMILY FDN: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- GEORGE & MARJORIE OWENS IRREV TR AGRMT FBO OWENS FAMILY FDN (EIN 25-6865026)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-10
- IRS object ID
- 201703149349101000
- Schema version
- 2016v3.0
- 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 | 2017-11-10T11:00:19-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | 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 P8-YB35- | 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 | 2017-11-08 | 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 | 8E3329ACA56D9D264B62752E283BD15F8BAB7BA7 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 4F3B603CCC7AD3C72368539BB494DC4C1D38368F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $603,870 | 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 | $8,911 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,911 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,300 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $207,485 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,300 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $113,211 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $13,211 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $4,389 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $3,950 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $439 | 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 | $718 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $93 | 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 | $5,107 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,043 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $439 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $57,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $57,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $62,107 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,043 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $57,439 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $51,104 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,168 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $90,179 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $78,022 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $78,022 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $433,525 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $496,781 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $525,848 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $523,704 | TotalAssetsBOYAmt |
| Total Assets EOY | $574,803 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $603,870 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $523,704 | CapitalStockBOYAmt |
| Capital Stock EOY | $574,803 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $523,704 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $574,803 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $523,704 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $574,803 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $523,704 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $51,104 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $574,808 | SubtotalAmt |
| Other Decreases | $5 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $574,803 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (49 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 92.983 BLACKROCK STRATEGIC INCOME OPPORTUNITIES PORTFOLIO | 2014-10-30 | 2016-01-11 | $906 | $952 | -$46 | -$46 | |
| 51.527 EATON VANCE FLOATING RATE FUND CLASS I | 2012-11-01 | 2016-01-11 | $432 | $469 | -$37 | -$37 | |
| 36. ISHARES CORE US AGGREGATE BOND ETF | 2015-01-16 | 2016-01-11 | $3,905 | $4,014 | -$109 | -$109 | |
| 3. ISHARES MSCI EAFE SMALL-CAP ETF | 2015-11-30 | 2016-01-11 | $141 | $152 | -$11 | -$11 | |
| 21.787 T ROWE PRICE REAL ESTATE FUND FD 122 | 2015-01-16 | 2016-01-11 | $580 | $626 | -$46 | -$46 | |
| 1. SPDR S&P INTERNATIONAL SMALL CAP | 2015-11-30 | 2016-01-11 | $26 | $29 | -$3 | -$3 | |
| 1. SECTOR SPDR TR SBI CYCL TRANS | 2015-11-30 | 2016-01-11 | $74 | $81 | -$7 | -$7 | |
| 2. SECTOR SPDR TR SBI INT-TECH | 2015-11-30 | 2016-01-11 | $80 | $88 | -$8 | -$8 | |
| 359.309 VANGUARD TOTL BD MKT IDX-ADM | 2015-01-16 | 2016-01-11 | $3,841 | $3,956 | -$115 | -$115 | |
| 86. ISHARES MSCI EAFE SMALL-CAP ETF | 2015-11-30 | 2016-01-29 | $4,001 | $4,344 | -$343 | -$343 | |
| 69. SPDR S&P INTERNATIONAL SMALL CAP | 2015-11-30 | 2016-01-29 | $1,808 | $2,012 | -$204 | -$204 | |
| 2. SECTOR SPDR TR SBI INT-TECH | 2015-11-30 | 2016-01-29 | $81 | $88 | -$7 | -$7 | |
| 82. SECTOR SPDR TR SBI CYCL TRANS | 2015-11-30 | 2016-02-29 | $6,157 | $6,642 | -$485 | -$485 | |
| 144. SECTOR SPDR TR SBI INT-TECH | 2015-11-30 | 2016-02-29 | $5,959 | $6,341 | -$382 | -$382 | |
| 87.274 GOLDMAN SACHS GRTH OPPOR INSTIT CLASS | 2016-01-11 | 2016-04-06 | $2,036 | $1,902 | $134 | $134 | |
| 434.615 GOLDMAN SACHS GRTH OPPOR INSTIT CLASS | 2011-11-02 | 2016-04-06 | $10,140 | $10,683 | -$543 | -$543 | |
| 59. SECTOR SPDR TR SBI CONS STPLS | 2016-02-29 | 2016-04-29 | $3,076 | $3,027 | $49 | $49 | |
| 63. SECTOR SPDR TR SHS BEN INT-UTILITIES | 2016-02-29 | 2016-04-29 | $3,024 | $2,935 | $89 | $89 | |
| 11.443 COLUMBIA ACORN INTL FUND CL Z | 2016-01-11 | 2016-05-26 | $452 | $422 | $30 | $30 | |
| 112.254 COLUMBIA ACORN INTL FUND CL Z | 2014-03-14 | 2016-05-26 | $4,431 | $5,022 | -$591 | -$591 | |
| 76.842 GOLDMAN SACHS MID CAP VALUE FD CL I | 2016-01-11 | 2016-05-26 | $2,630 | $2,365 | $265 | $265 | |
| 293.299 GOLDMAN SACHS MID CAP VALUE FD CL I | 2013-05-30 | 2016-05-26 | $10,037 | $13,083 | -$3,046 | -$3,046 | |
| 78. SECTOR SPDR TR SBI CYCL TRANS | 2016-04-29 | 2016-06-30 | $6,060 | $6,156 | -$96 | -$96 | |
| 5. SECTOR SPDR TR SHS BEN INT-UTILITIES | 2016-02-29 | 2016-06-30 | $258 | $233 | $25 | $25 | |
| 148. SECTOR SPDR TR SBI INT-TECH | 2016-06-30 | 2016-07-29 | $6,876 | $6,395 | $481 | $481 | |
| 1911.366 EATON VANCE FLOATING RATE FUND CLASS I | 2011-11-02 | 2016-08-05 | $16,686 | $17,008 | -$322 | -$322 | |
| 386.451 BLACKROCK STRATEGIC INCOME OPPORTUNITIES PORTFOLIO | 2014-10-30 | 2016-08-25 | $3,791 | $3,957 | -$166 | -$166 | |
| 508.842 RIDGEWORTH FDS SEIX FLTG RATE NAME CHANGE 7/14/17 | 2016-08-05 | 2016-08-25 | $4,386 | $4,371 | $15 | $15 | |
| 547.365 TEMPLETON GLOBAL BOND FUND AD FUND | 2011-11-02 | 2016-08-25 | $6,130 | $7,183 | -$1,053 | -$1,053 | |
| 1. SECTOR SPDR TR SBI CONS STPLS | 2016-07-29 | 2016-08-31 | $54 | $55 | -$1 | -$1 | |
| 113. INDUSTRIAL SELECT SECTOR SPDR ETF LARGE CAP | 2016-07-29 | 2016-08-31 | $6,612 | $6,571 | $41 | $41 | |
| 56.334 MFS VALUE FUND CLASS I FUND 893 | 2016-01-11 | 2016-10-03 | $1,999 | $1,754 | $245 | $245 | |
| 371.782 MFS VALUE FUND CLASS I FUND 893 | 2011-11-02 | 2016-10-03 | $13,191 | $11,448 | $1,743 | $1,743 | |
| 214.836 T ROWE PRICE GROWTH STOCK FUND | 2013-10-07 | 2016-10-03 | $11,687 | $10,585 | $1,102 | $1,102 | |
| 22.646 T ROWE PRICE GROWTH STOCK FUND | 2016-01-11 | 2016-10-03 | $1,232 | $1,125 | $107 | $107 | |
| 523.524 ROWE T PRICE VALUE FD INC COM | 2013-08-01 | 2016-10-03 | $17,360 | $17,594 | -$234 | -$234 | |
| 117. SECTOR SPDR TR SBI CONS STPLS | 2016-01-29 | 2016-10-03 | $6,181 | $5,921 | $260 | $260 | |
| 2. SECTOR SPDR TR SBI CONS STPLS | 2016-07-29 | 2016-10-03 | $106 | $109 | -$3 | -$3 | |
| 92. SECTOR SPDR TR SBI INT-TECH | 2016-08-31 | 2016-10-03 | $4,380 | $4,323 | $57 | $57 | |
| 9. SECTOR SPDR TR SHS BEN INT-UTILITIES | 2016-07-29 | 2016-10-03 | $434 | $451 | -$17 | -$17 | |
| 127. SECTOR SPDR TR SHS BEN INT-UTILITIES | 2016-02-29 | 2016-10-03 | $6,125 | $5,917 | $208 | $208 | |
| 260.227 TOUCHSTONE SANDS CAPITAL SELECT GROWTH FD CLASS Y | 2016-01-11 | 2016-10-03 | $4,356 | $4,021 | $335 | $335 | |
| 470.023 TOUCHSTONE SANDS CAPITAL SELECT GROWTH FD CLASS Y | 2011-11-02 | 2016-10-03 | $7,868 | $8,160 | -$292 | -$292 | |
| 45. SECTOR SPDR TR SBI BASIC INDS | 2016-10-03 | 2016-10-31 | $2,103 | $2,151 | -$48 | -$48 | |
| 37. INDUSTRIAL SELECT SECTOR SPDR ETF LARGE CAP | 2016-10-03 | 2016-10-31 | $2,119 | $2,160 | -$41 | -$41 | |
| 18. ISHARES TR S&P SMLCAP 600 | 2016-10-31 | 2016-11-30 | $2,408 | $2,127 | $281 | $281 | |
| 251.367 AMERICAN BEACON L/C VALU IS | 2011-11-02 | 2016-12-20 | $4,444 | $3,745 | $699 | $699 | |
| 26.183 AMERICAN BEACON L/C VALU IS | 2016-01-11 | 2016-12-20 | $463 | $432 | $31 | $31 | |
| CAPITAL GAIN DIVIDENDS | $6,359 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,300 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $69,119 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $513,107 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.134707 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $66,524 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $466,445 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.142619 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $65,945 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $391,608 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.168395 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $75,667 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $323,785 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.233695 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $62,831 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $274,129 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.229202 | DistributionYr5Rt |
| Total Distribution | 0.908618 | TotalDistributionRt |
| Average Distribution | 0.181724 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $552,664 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $100,432 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $92 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $100,524 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $57,439 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $183 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $183 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $183 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $544 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $0 | AppliedToEsTaxAmt |
| Total Payments And Credits | $544 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $361 | OverpaymentAmt |
| Applied To ES Tax | $92 | AppliedToESTaxAmt |
| Refund | $269 | 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 | $4,389 | 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 | $561,080 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $561,080 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $561,080 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,416 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $552,664 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $27,633 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $27,633 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $183 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $183 | TotalTaxAmt |
| Distributable Before Adj | $27,450 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $27,450 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $27,450 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $57,439 | 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 | $57,439 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $57,439 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $27,450 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $49,619 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $54,634 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $46,946 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $43,660 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $44,005 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $238,864 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $57,439 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $27,450 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $29,989 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $268,853 | 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 | $49,619 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $219,234 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $54,634 | ExcessFromYear4Amt |
| Excess From Year3 | $46,946 | ExcessFromYear3Amt |
| Excess From Year2 | $43,660 | ExcessFromYear2Amt |
| Excess From Year1 | $44,005 | ExcessFromYear1Amt |
| Excess From Current Year | $29,989 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 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 | $5,000 | |
| CONNECTICUT COLLEGE | ||||||||
| 270 MOHEGAN AVENUE | NEW LONDON | CT | 06320 | NONE | PC | GENERAL SUPPORT | $3,000 | |
| RIVERSIDE THEATER | ||||||||
| 116 W WISCONSIN AVE | MILWAUKEE | WI | 53203 | NONE | PC | GENERAL SUPPORT | $1,500 | |
| DARTMOUTH-HITCHCOCK MEDICAL CENTER | ||||||||
| ONE MEDICAL CENTER DRIVE | LEBANON | NH | 03756 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| DOGS FOR LIFE | ||||||||
| 1230 16TH AVENUE | VERO BEACH | FL | 32960 | NONE | PC | GENERAL SUPPORT | $6,000 | |
| 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 | $1,000 | |
| GREEN HILL CEMETERY ASSOCIATION | ||||||||
| PO BOX 196 | WALLINGFORD | VT | 05773 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| HUMANE SOCIETY OF VERO BEACH | ||||||||
| 6174 NORTH A1A | VERO BEACH | FL | 32963 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| INDIAN RIVER HOSPITAL FOUNDATION | ||||||||
| 1000 36TH STREET | VERO BEACH | FL | 32960 | NONE | PC | GENERAL SUPPORT | $6,000 | |
| 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 | $1,000 | |
| COLONIAL WILLIAMSBURG FOUNDATION | ||||||||
| 134 N HENRY STREET | WILLIAMSBURG | VA | 23185 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| RUTLAND REGIONAL MEDICAL CENTER | ||||||||
| 160 ALLEN ST | RUTLAND | VT | 05701 | NONE | PC | GENERAL SUPPORT | $3,000 | |
| SPENCE-CHAPIN SERVICES TO FAMILIES AND | ||||||||
| 6 EAST 94TH STREET | NEW YORK | NY | 10130 | NONE | PC | GENERAL SUPPORT | $2,000 | CHILDREN |
| THE KNOX SCHOOL | ||||||||
| 541 LONG BEACH ROAD | SAINT JAMES | NY | 11780 | NONE | PC | GENERAL SUPPORT | $1,500 | |
| TRINITY EPISCOPAL CHURCH | ||||||||
| 2365 PINE AVENUE | VERO BEACH | FL | 32960 | NONE | PC | GENERAL SUPPORT | $3,000 | |
| VERO BEACH MUSEUM OF ART | ||||||||
| 3001 RIVERSIDE PARK DRIVE | VERO BEACH | FL | 32963 | NONE | PC | GENERAL SUPPORT | $1,500 | |
| VISITING NURSE ASSOC & HOSPICE FDN | ||||||||
| 1110 35TH LANE | VERO BEACH | FL | 32960 | NONE | PC | GENERAL SUPPORT | $4,000 | |
| WESTTOWN SCHOOL | ||||||||
| PO BOX 1799 WESTTOWN ROAD | WESTTOWN | PA | 19395 | NONE | PC | GENERAL SUPPORT | $4,500 | |
| WILMINGTON COLLEGE | ||||||||
| PYLE CENTER BOX 1307 | WILMINGTON | OH | 45177 | NONE | PC | GENERAL SUPPORT | $3,000 | |
| St Paul's Anglican Church | ||||||||
| 2510 LIVINGSTON STREET | Allentown | PA | 18104 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| University of Maryland | ||||||||
| 22 SOUM GREEN STREET | Baltimore | MD | 212011595 | NONE | PC | GENERAL SUPPORT | $1,000 | Program in Lung Healing Fund |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $57,000 | 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 | $8,911 | 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 | $4,300 | 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 | $13,211 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $13,211 | 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 (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS - FIXED | AT COST | $168,876 | $165,204 |
| MUTUAL FUNDS - EQUITY | AT COST | $327,905 | $360,644 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING ADJ FOR SALES AND TRANSACTIONS | Desc |
| Amt | $5 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $81 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $544 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $71 | $71 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $22 | $22 | $0 |