AGED-WOMANS HOME TRUSTEE ACCT 178-326063000: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- AGED-WOMANS HOME TRUSTEE ACCT 178-326063000 (EIN 23-2168196)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-03-03
- IRS object ID
- 201720629349100512
- 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
- Form 990-PF
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-03-03T13:02:06-06:00 | 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 | 232168196 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AGED WOMANS HOME OF MONTGOMERY CNTY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AGED | BusinessNameControlTxt |
| Phone | 2162574714 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 609 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152309738 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PNC BANK N A BY | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 2162574714 | PhoneNum |
| Signature | 2017-03-03 | SignatureDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 161.150.176.1 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 3F718EC92852AF49FE95E7A58BF8397BE0E622CF | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 3F718EC92852AF49FE95E7A58BF8397BE0E622CF | 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 | $793,101 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $14,335 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $14,335 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,264 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $325,501 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,264 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $987 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $22,586 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $21,599 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $407 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $387 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $20 | 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 | $437 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $185 | 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 | $844 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $572 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $20 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $40,178 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $40,178 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $41,022 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $572 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $40,198 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$18,436 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $21,027 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $38,033 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $27,402 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $27,402 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock EOY | $468,795 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $506,177 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $266,704 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $259,522 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $742,877 | OtherInvestmentsBOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1 | OtherAssetsBOYAmt |
| Total Assets BOY | $780,911 | TotalAssetsBOYAmt |
| Total Assets EOY | $762,901 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $793,101 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $780,911 | CapitalStockBOYAmt |
| Capital Stock EOY | $762,901 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $780,911 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $762,901 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $780,911 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $762,901 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $780,911 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$18,436 | ExcessRevenueOverExpensesAmt |
| Other Increases | $428 | OtherIncreasesAmt |
| Subtotal | $762,903 | SubtotalAmt |
| Other Decreases | $2 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $762,901 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (37 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 146. ISHARES MSCI EAFE SMALL-CAP ETF | 2015-11-30 | 2016-01-29 | $6,792 | $7,374 | -$582 | -$582 | |
| 115. SPDR S&P INTERNATIONAL SMALL CAP | 2015-11-30 | 2016-01-29 | $3,014 | $3,354 | -$340 | -$340 | |
| 1. SECTOR SPDR TR SBI INT-TECH | 2015-11-30 | 2016-01-29 | $41 | $44 | -$3 | -$3 | |
| 139. SECTOR SPDR TR SBI CYCL TRANS | 2015-11-30 | 2016-02-29 | $10,437 | $11,237 | -$800 | -$800 | |
| 242. SECTOR SPDR TR SBI INT-TECH | 2015-11-30 | 2016-02-29 | $10,015 | $10,657 | -$642 | -$642 | |
| 741.053 GOLDMAN SACHS GRTH OPPOR INSTIT CLASS | 2012-12-04 | 2016-04-06 | $17,289 | $19,264 | -$1,975 | -$1,975 | |
| 100. SECTOR SPDR TR SBI CONS STPLS | 2016-02-29 | 2016-04-29 | $5,214 | $5,130 | $84 | $84 | |
| 106. SECTOR SPDR TR SHS BEN INT-UTILITIES | 2016-02-29 | 2016-04-29 | $5,088 | $4,939 | $149 | $149 | |
| 198.844 COLUMBIA ACORN INTL FUND CL Z | 2014-03-14 | 2016-05-26 | $7,848 | $9,116 | -$1,268 | -$1,268 | |
| 494.654 GOLDMAN SACHS MID CAP VALUE FD CL I | 2013-05-30 | 2016-05-26 | $16,927 | $22,652 | -$5,725 | -$5,725 | |
| 131. SECTOR SPDR TR SBI CYCL TRANS | 2016-04-29 | 2016-06-30 | $10,177 | $10,340 | -$163 | -$163 | |
| 8. SECTOR SPDR TR SHS BEN INT-UTILITIES | 2016-02-29 | 2016-06-30 | $412 | $373 | $39 | $39 | |
| 249. SECTOR SPDR TR SBI INT-TECH | 2016-06-30 | 2016-07-29 | $11,568 | $10,760 | $808 | $808 | |
| 3269.941 EATON VANCE FLOATING RATE FUND CLASS I | 2013-02-06 | 2016-08-05 | $28,547 | $29,900 | -$1,353 | -$1,353 | |
| 825.869 BLACKROCK STRATEGIC INCOME OPPORTUNITIES PORTFOLIO | 2014-10-30 | 2016-08-25 | $8,102 | $8,457 | -$355 | -$355 | |
| 984.049 RIDGEWORTH FDS SEIX FLTG RATE INCOME FD CL I | 2016-08-05 | 2016-08-25 | $8,483 | $8,453 | $30 | $30 | |
| 906.412 TEMPLETON GLOBAL BOND FUND AD FUND | 2013-02-06 | 2016-08-25 | $10,152 | $12,137 | -$1,985 | -$1,985 | |
| 3. SECTOR SPDR TR SBI CONS STPLS | 2016-07-29 | 2016-08-31 | $163 | $164 | -$1 | -$1 | |
| 190. INDUSTRIAL SELECT SECTOR SPDR ETF LARGE CAP | 2016-07-29 | 2016-08-31 | $11,117 | $11,049 | $68 | $68 | |
| 646.903 MFS VALUE FUND CLASS I FUND 893 | 2013-03-06 | 2016-10-03 | $22,952 | $18,074 | $4,878 | $4,878 | |
| 463.662 T ROWE PRICE GROWTH STOCK FUND | 2013-10-07 | 2016-10-03 | $25,223 | $22,043 | $3,180 | $3,180 | |
| 680.039 ROWE T PRICE VALUE FD INC COM | 2013-08-01 | 2016-10-03 | $22,550 | $22,829 | -$279 | -$279 | |
| 198. SECTOR SPDR TR SBI CONS STPLS | 2016-01-29 | 2016-10-03 | $10,459 | $10,021 | $438 | $438 | |
| 2. SECTOR SPDR TR SBI CONS STPLS | 2016-07-29 | 2016-10-03 | $106 | $109 | -$3 | -$3 | |
| 158. SECTOR SPDR TR SBI INT-TECH | 2016-08-31 | 2016-10-03 | $7,521 | $7,425 | $96 | $96 | |
| 215. SECTOR SPDR TR SHS BEN INT-UTILITIES | 2016-02-29 | 2016-10-03 | $10,370 | $10,018 | $352 | $352 | |
| 14. SECTOR SPDR TR SHS BEN INT-UTILITIES | 2016-07-29 | 2016-10-03 | $675 | $703 | -$28 | -$28 | |
| 879.463 TOUCHSTONE SANDS CAPITAL SELECT GROWTH FD CLASS Y | 2013-03-06 | 2016-10-03 | $14,722 | $12,090 | $2,632 | $2,632 | |
| 73. SECTOR SPDR TR SBI BASIC INDS | 2016-10-03 | 2016-10-31 | $3,412 | $3,490 | -$78 | -$78 | |
| 60. INDUSTRIAL SELECT SECTOR SPDR ETF LARGE CAP | 2016-10-03 | 2016-10-31 | $3,437 | $3,502 | -$65 | -$65 | |
| 1. SECTOR SPDR TR SBI INT-TECH | 2016-08-31 | 2016-10-31 | $48 | $47 | $1 | $1 | |
| 29. ISHARES TR S&P SMLCAP 600 | 2016-10-31 | 2016-11-30 | $3,879 | $3,426 | $453 | $453 | |
| 430.362 AMERICAN BEACON L/C VALU IS | 2013-03-06 | 2016-12-20 | $7,609 | $7,308 | $301 | $301 | |
| 101. ISHARES MSCI EMERGING MKTS INDEX FUND | 2013-03-06 | 2016-12-30 | $3,542 | $4,472 | -$930 | -$930 | |
| 75. SECTOR SPDR TR SBI INT-TECH | 2016-08-31 | 2016-12-30 | $3,631 | $3,527 | $104 | $104 | |
| 76. SECTOR SPDR TR SHS BEN INT-UTILITIES | 2016-10-31 | 2016-12-30 | $3,707 | $3,753 | -$46 | -$46 | |
| CAPITAL GAIN DIVIDENDS | $10,272 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,264 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $39,272 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $814,029 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048244 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $34,254 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $818,273 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.041861 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $31,888 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $761,113 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.041897 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $34,996 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $720,788 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048552 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $31,741 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $701,655 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.045237 | DistributionYr5Rt |
| Total Distribution | 0.225791 | TotalDistributionRt |
| Average Distribution | 0.045158 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $776,914 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $35,084 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $210 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $35,294 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $40,198 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $210 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $210 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $210 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $504 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $0 | AppliedToEsTaxAmt |
| Total Payments And Credits | $504 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $294 | OverpaymentAmt |
| Applied To ES Tax | $106 | AppliedToESTaxAmt |
| Refund | $188 | 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 | 2162574714 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 609 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152309738 | 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 N A | PersonNm |
US Address USAddress
| 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) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $407 | 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 | $788,745 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $788,745 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $788,745 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,831 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $776,914 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $38,846 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $38,846 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $210 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $210 | TotalTaxAmt |
| Distributable Before Adj | $38,636 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $38,636 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $38,636 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $40,198 | 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 | $40,198 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $210 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $39,988 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $38,636 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $40,177 | 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 | $40,198 | QualifyingDistributionsAmt |
| Applied To Year1 | $40,177 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $21 | 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 | $38,615 | 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
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREEN TREE COMMUNITY HEALTH FDN | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 E WILLOW GROVE AVENUE | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191183426 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL SUPPORT | GrantOrContributionPurposeTxt |
| Amt | $40,178 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $40,178 | 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 | $14,335 | 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 | $7,264 | 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 (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| TEMPLETON GLOBAL B | 14 | $644 |
| FEDERAL TAX REFUND | 14 | $343 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $22,586 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $22,586 | 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 |
|---|
| MUTUAL FUNDS - FIXED |
| MUTUAL FUNDS - EQUITY |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LIFE INSURANCE POLICY | Desc |
| BOY Book Value | $1 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
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 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| TEMPLETON GLOBAL BOND FUND AD FUND | $644 | $0 |
| FEDERAL TAX REFUND FROM PRIOR YEAR | $343 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | POSTED SUBSEQ YR TAXED CURR YR | Desc |
| Amt | $428 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL ESTIMATES - PRINCIPAL | $252 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $111 | $111 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $74 | $74 | $0 |