CATHERINE EVANS MCCAMPBELL CHARITABLE TR: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- CATHERINE EVANS MCCAMPBELL CHARITABLE TR (EIN 22-6976932)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-02
- IRS object ID
- 201701229349100740
- 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 | 2017-05-02T15:00:16-05:00 | 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 | 226976932 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CATHERINE EVANS MCCAMPBELL CHAR TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MCCA | BusinessNameControlTxt |
| Phone | 4127625188 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 620 LIBERTY AVENUE 10TH FLOOR | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152222705 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PNC BANK N A BY | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 4127625188 | PhoneNum |
| Signature | 2017-04-26 | SignatureDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 161.150.176.2 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B62B456F261951C798FA00B8391BA4DFFBFA8205 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 1CC7BA5074E8AB1797D9DE59A1DFA746CF600023 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $876,324 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $23,543 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $23,543 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $203,817 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $614,400 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $203,817 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $227,360 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $227,360 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $17,188 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $4,289 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $8,594 | 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 | $1,566 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $273 | 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 | $18,754 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,562 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,594 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $35,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $35,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $53,754 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,562 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $43,594 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $173,606 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $222,798 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $113,446 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $16,501 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $16,501 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| US Government Obligations BOY | $99,750 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $99,557 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $103,184 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $318,921 | CorporateStockBOYAmt |
| Other Investments BOY | $101,257 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $690,920 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $756,639 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $633,374 | TotalAssetsBOYAmt |
| Total Assets EOY | $806,978 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $876,324 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $596,575 | CapitalStockBOYAmt |
| Capital Stock EOY | $798,768 | CapitalStockEOYAmt |
| Retained Earning BOY | $36,799 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,210 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $633,374 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $806,978 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $633,374 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $806,978 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $633,374 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $173,606 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $806,980 | SubtotalAmt |
| Other Decreases | $2 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $806,978 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (36 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 20. ALPHABET INC/CA-CL C | 2008-08-20 | 2016-04-07 | $14,823 | $4,835 | $9,988 | $9,988 | |
| 250. CONOCOPHILLIPS | 2016-04-07 | $10,051 | $12,017 | -$1,966 | -$1,966 | ||
| 350. DISCOVER FINANCIAL W/I | 2013-06-10 | 2016-04-07 | $17,691 | $17,185 | $506 | $506 | |
| 86. DOLLAR TREE INC | 2015-07-07 | 2016-04-07 | $6,900 | $6,871 | $29 | $29 | |
| 300. EDISON INTL | 2013-06-10 | 2016-04-07 | $21,115 | $14,127 | $6,988 | $6,988 | |
| 400. FREEPORT-MCMORAN COPPER & GOLD INC CL B | 2009-07-09 | 2016-04-07 | $3,562 | $9,256 | -$5,694 | -$5,694 | |
| 650. HERTZ GLOBAL HOLDINGS INC | 2013-06-10 | 2016-04-07 | $6,179 | $16,926 | -$10,747 | -$10,747 | |
| 100. INTERNATIONAL BUSINESS MACHS CORP | 2009-07-09 | 2016-04-07 | $14,867 | $10,153 | $4,714 | $4,714 | |
| 500. J P MORGAN CHASE & CO COM | 2009-01-13 | 2016-04-07 | $28,969 | $13,070 | $15,899 | $15,899 | |
| 275. JOHNSON & JOHNSON COM | 2016-04-07 | $29,995 | $16,448 | $13,547 | $13,547 | ||
| 550. LOWES COMPANIES INC | 2009-07-09 | 2016-04-07 | $41,369 | $10,412 | $30,957 | $30,957 | |
| 300. MARATHON PETROLEUM CORP | 2008-08-20 | 2016-04-07 | $11,206 | $5,357 | $5,849 | $5,849 | |
| 250. WAL MART STORES INC COM | 2009-01-13 | 2016-04-07 | $17,052 | $13,103 | $3,949 | $3,949 | |
| 500. WELLS FARGO & CO NEW COM | 2016-04-07 | $23,645 | $15,996 | $7,649 | $7,649 | ||
| 250. WYNDHAM WORLDWIDE CORP | 2013-06-10 | 2016-04-07 | $18,764 | $14,660 | $4,104 | $4,104 | |
| 20. ALPHABET INC/CA-CL A | 2008-08-20 | 2016-06-10 | $14,627 | $4,836 | $9,791 | $9,791 | |
| 500. CISCO SYS INC COM | 2008-05-29 | 2016-06-10 | $14,429 | $13,139 | $1,290 | $1,290 | |
| 175. EXXON MOBIL CORP | 2016-06-10 | $15,730 | $10,534 | $5,196 | $5,196 | ||
| 700. GENERAL ELEC CO COM | 2013-06-10 | 2016-06-10 | $20,955 | $16,743 | $4,212 | $4,212 | |
| 1058.761 HARBOR FD INTL FD | 2009-01-13 | 2016-06-10 | $62,710 | $40,000 | $22,710 | $22,710 | |
| 600. INTEL CORP | 2009-07-09 | 2016-06-10 | $19,194 | $9,744 | $9,450 | $9,450 | |
| 500. MICROSOFT CORP | 2008-05-29 | 2016-06-10 | $25,673 | $14,179 | $11,494 | $11,494 | |
| 275. PEPSICO INC COM | 2016-06-10 | $28,305 | $16,194 | $12,111 | $12,111 | ||
| 800. PFIZER INC COM | 2009-01-13 | 2016-06-10 | $28,178 | $14,038 | $14,140 | $14,140 | |
| 200. PROCTER & GAMBLE CO | 2009-07-09 | 2016-06-10 | $16,611 | $10,500 | $6,111 | $6,111 | |
| 600. US BANCORP DEL COM NEW | 2009-01-13 | 2016-06-10 | $25,168 | $13,450 | $11,718 | $11,718 | |
| 360. VANGUARD GROWTH ETF | 2016-04-07 | 2016-06-10 | $38,774 | $38,331 | $443 | $443 | |
| 300. VERIZON COMMUNICATIONS COM | 2013-06-10 | 2016-06-10 | $15,757 | $15,147 | $610 | $610 | |
| 49.371 HARDING LOEVNER EMERGING MARKETS PORTOFLIO FUND | 2009-01-13 | 2016-06-27 | $2,000 | $1,251 | $749 | $749 | |
| 42.463 ROWE T PRICE MID-CAP GROWTH FD INC | 2009-07-09 | 2016-06-27 | $3,000 | $1,527 | $1,473 | $1,473 | |
| 76.687 ROWE T PRICE MID CAP VALUE F COM | 2009-07-09 | 2016-06-27 | $2,000 | $1,188 | $812 | $812 | |
| 81.833 ROYCE FD TOTAL RETURN | 2008-05-30 | 2016-06-27 | $1,000 | $1,073 | -$73 | -$73 | |
| 39. VANGUARD GROWTH ETF | 2016-04-07 | 2016-06-27 | $3,983 | $4,153 | -$170 | -$170 | |
| 55. WISDOMTREE LARGE CAP DIVIDEND FD ETF | 2016-06-10 | 2016-06-27 | $3,970 | $4,115 | -$145 | -$145 | |
| 1. PFIZER INC XXX-XX-XXXX | 2001-01-01 | 2016-07-19 | $92 | $25 | $67 | $67 | |
| CAPITAL GAIN DIVIDENDS | $6,056 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $203,817 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $44,005 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $884,392 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049757 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $48,620 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $912,469 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.053284 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $47,187 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $866,153 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.054479 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $43,917 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $814,713 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.053905 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $45,082 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $818,374 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.055087 | DistributionYr5Rt |
| Total Distribution | 0.266512 | TotalDistributionRt |
| Average Distribution | 0.053302 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $848,219 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $45,212 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,228 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $47,440 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $43,594 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,456 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,456 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,456 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $784 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $0 | AppliedToEsTaxAmt |
| Total Payments And Credits | $784 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $3,672 | 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 | FL | 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 | 4127625188 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 620 LIBERTY AVENUE | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| IAN MCCAMPBELL BAER | ||||||
| C/O PNC BANK 1900 E 9th ST | CLEVELAND | OH | 44144 | CO-TRUSTEE | 1 | $4,305 |
| LAURA MCCAMPBELL PFANZ | ||||||
| C/O PNC BANK 1900 E 9th ST | CLEVELAND | OH | 44144 | CO-TRUSTEE | 1 | $4,304 |
| PNC BANK NA | ||||||
| 1900 E 9TH ST | CLEVELAND | OH | 44144 | CO-TRUSTEE | 2 | $8,579 |
| 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 | $861,136 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $861,136 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $861,136 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,917 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $848,219 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $42,411 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $42,411 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,456 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,456 | TotalTaxAmt |
| Distributable Before Adj | $37,955 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $37,955 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $37,955 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $43,594 | 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 | $43,594 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $43,594 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $37,955 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $8,773 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| 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 | $43,594 | QualifyingDistributionsAmt |
| Applied To Year1 | $8,773 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $34,821 | 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 | $3,134 | 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 (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| IDYLLWILD ARTS FOUNDATION | |||||||
| PO BOX 38 | IDYLLWILD | CA | 92549 | NONE | PC | GENERAL SUPPORT | $20,000 |
| SOUTH KENT SCHOOL | |||||||
| 40 BULLS BRIDGE RD | SOUTH KENT | CT | 06785 | NONE | PC | GENERAL SUPPORT | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $35,000 | 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 | $23,543 | 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 | $203,817 | 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 | $227,360 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $227,360 | 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 - EQUITIES | AT COST | $547,620 | $610,811 |
| MUTUAL FUNDS - FIXED | AT COST | $143,300 | $145,828 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING ADJ FOR SALES AND TRANSACTIONS | Desc |
| Amt | $2 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $509 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $784 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $206 | $206 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $67 | $67 | $0 |