A A BUE T-W FOR CEMETARY & YMCA ACCT NO 060560000: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- A A BUE T-W FOR CEMETARY & YMCA ACCT NO 060560000 (EIN 25-6013222)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-04-01
- IRS object ID
- 201720919349100502
- 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 | 2017-04-01T09:13:25-05:00 | 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 | 256013222 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRUST UNDER WILL OF ALBERT BUE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BUE | BusinessNameControlTxt |
| Phone | 4127685898 | 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 | 4127685898 | PhoneNum |
| Signature | 2017-03-29 | 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 | 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 | $322,564 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $6,420 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,420 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,340 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $48,480 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,340 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $171 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $10,931 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,760 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $7,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $6,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,500 | 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 | $75 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $27 | 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 | $7,575 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,027 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,500 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $15,329 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $15,329 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $22,904 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,027 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $16,829 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$11,973 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,733 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,186 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,143 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,143 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $284,594 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $274,664 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $320,421 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $288,780 | TotalAssetsBOYAmt |
| Total Assets EOY | $276,807 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $322,564 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $288,330 | CapitalStockBOYAmt |
| Capital Stock EOY | $275,996 | CapitalStockEOYAmt |
| Retained Earning BOY | $450 | RetainedEarningBOYAmt |
| Retained Earning EOY | $811 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $288,780 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $276,807 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $288,780 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $276,807 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $288,780 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$11,973 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $276,807 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $276,807 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (54 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 410.098 GOLDMAN SACHS GRTH OPPOR INSTIT CLASS | 2010-07-06 | 2016-03-31 | $9,527 | $7,968 | $1,559 | $1,559 | |
| 37.902 GOLDMAN SACHS GRTH OPPOR INSTIT CLASS | 2015-12-11 | 2016-03-31 | $880 | $893 | -$13 | -$13 | |
| 4.61 AMERICAN BEACON L/C VALU IS | 2014-03-17 | 2016-06-17 | $78 | $92 | -$14 | -$14 | |
| 3. ARTISAN INTERNATIONAL FD-ADV | 2014-03-17 | 2016-06-17 | $81 | $89 | -$8 | -$8 | |
| 10.336 BAIRD MIDCAP INST | 2016-03-31 | 2016-06-17 | $158 | $155 | $3 | $3 | |
| 59. BAIRD AGGREGATE BOND FUND FD 72 | 2015-07-16 | 2016-06-17 | $650 | $631 | $19 | $19 | |
| 3. DODGE & COX INTERNATIONAL STOCK FUND | 2005-04-28 | 2016-06-17 | $105 | $90 | $15 | $15 | |
| 46. DODGE & COX INCOME FUND | 2014-03-17 | 2016-06-17 | $631 | $635 | -$4 | -$4 | |
| 20. EATON VANCE FLOATING RATE FUND CLASS I | 2013-02-26 | 2016-06-17 | $173 | $183 | -$10 | -$10 | |
| 5. HARDING LOEVNER INTERNATIONAL EQUITY PORTFOLIO | 2010-06-25 | 2016-06-17 | $86 | $63 | $23 | $23 | |
| 2. ISHARES TR S&P 500 INDEX FD | 2008-03-07 | 2016-06-17 | $418 | $260 | $158 | $158 | |
| 1. ISHARES TR S&P MIDCP VALU | 2013-05-03 | 2016-06-17 | $127 | $102 | $25 | $25 | |
| 1. ISHARES TR S&P SMLCP VALU | 2013-05-03 | 2016-06-17 | $116 | $91 | $25 | $25 | |
| 1. ISHARES MSCI EAFE SMALL-CAP ETF | 2014-02-04 | 2016-06-17 | $49 | $49 | |||
| 10.537 MFS VALUE FUND CLASS I FUND 893 | 2015-12-10 | 2016-06-17 | $364 | $350 | $14 | $14 | |
| .463 MFS VALUE FUND CLASS I FUND 893 | 2014-12-11 | 2016-06-17 | $16 | $16 | |||
| 12. MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND CLASS I | 2013-09-25 | 2016-06-17 | $214 | $223 | -$9 | -$9 | |
| 15. METROPOLITAN WEST UNCONSTRAINED BOND FUND CLASS I | 2015-07-16 | 2016-06-17 | $177 | $178 | -$1 | -$1 | |
| 9. T ROWE PRICE GROWTH STOCK FUND | 2015-12-15 | 2016-06-17 | $454 | $477 | -$23 | -$23 | |
| 2.788 ROWE PRICE NEW HORIZONS FUND INC CAP | 2015-12-16 | 2016-06-17 | $117 | $118 | -$1 | -$1 | |
| 11.494 ROWE T PRICE VALUE FD INC COM | 2014-12-15 | 2016-06-17 | $363 | $386 | -$23 | -$23 | |
| 5. T ROWE PRICE REAL ESTATE FUND FD 122 | 2010-05-19 | 2016-06-17 | $143 | $75 | $68 | $68 | |
| 13. TEMPLETON GLOBAL BOND FUND AD FUND | 2011-06-22 | 2016-06-17 | $143 | $179 | -$36 | -$36 | |
| 21. TOUCHSTONE SANDS CAPITAL SELECT GROWTH FD CLASS Y | 2014-12-12 | 2016-06-17 | $320 | $383 | -$63 | -$63 | |
| 2. VANGUARD FTSE EMERGING MARKETS ETF | 2008-11-03 | 2016-06-17 | $67 | $50 | $17 | $17 | |
| 2. VANGUARD VALUE ETF | 2011-02-25 | 2016-06-17 | $167 | $113 | $54 | $54 | |
| 1196. EATON VANCE FLOATING RATE FUND CLASS I | 2012-11-29 | 2016-08-02 | $10,441 | $10,909 | -$468 | -$468 | |
| 815. TEMPLETON GLOBAL BOND FUND AD FUND | 2011-06-22 | 2016-08-10 | $9,275 | $11,163 | -$1,888 | -$1,888 | |
| 112.555 TOUCHSTONE SANDS CAPITAL SELECT GROWTH FD CLASS Y | 2015-12-14 | 2016-08-22 | $1,857 | $1,889 | -$32 | -$32 | |
| 38.96 TOUCHSTONE SANDS CAPITAL SELECT GROWTH FD CLASS Y | 2012-11-29 | 2016-08-22 | $643 | $517 | $126 | $126 | |
| 22.407 ALLIANCEBERNSTEIN GLOBAL BD FD INC ADV FD 456 | 2016-08-10 | 2016-12-16 | $186 | $194 | -$8 | -$8 | |
| 6. AMERICAN BEACON L/C VALU IS | 2014-03-17 | 2016-12-16 | $106 | $120 | -$14 | -$14 | |
| 4. ARTISAN INTERNATIONAL FD-ADV | 2014-03-17 | 2016-12-16 | $103 | $118 | -$15 | -$15 | |
| 13. BAIRD MIDCAP INST | 2016-03-31 | 2016-12-16 | $209 | $195 | $14 | $14 | |
| 87.09 BAIRD AGGREGATE BOND FUND FD 72 | 2016-08-02 | 2016-12-16 | $927 | $968 | -$41 | -$41 | |
| 3. DODGE & COX INTERNATIONAL STOCK FUND | 2005-04-28 | 2016-12-16 | $119 | $90 | $29 | $29 | |
| 54. DODGE & COX INCOME FUND | 2013-09-25 | 2016-12-16 | $733 | $741 | -$8 | -$8 | |
| 6. HARDING LOEVNER INTERNATIONAL EQUITY PORTFOLIO | 2010-06-25 | 2016-12-16 | $106 | $76 | $30 | $30 | |
| 2. ISHARES TR S&P 500 INDEX FD | 2008-03-07 | 2016-12-16 | $457 | $260 | $197 | $197 | |
| 2. ISHARES TR S&P MIDCP VALU | 2013-05-03 | 2016-12-16 | $294 | $203 | $91 | $91 | |
| 1. ISHARES TR S&P SMLCP VALU | 2013-05-03 | 2016-12-16 | $143 | $91 | $52 | $52 | |
| 1. ISHARES MSCI EAFE SMALL-CAP ETF | 2014-02-04 | 2016-12-16 | $50 | $49 | $1 | $1 | |
| 11.646 MFS VALUE FUND CLASS I FUND 893 | 2016-12-13 | 2016-12-16 | $425 | $429 | -$4 | -$4 | |
| 1.354 MFS VALUE FUND CLASS I FUND 893 | 2015-12-10 | 2016-12-16 | $49 | $45 | $4 | $4 | |
| 15. MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND CLASS I | 2013-09-25 | 2016-12-16 | $263 | $279 | -$16 | -$16 | |
| 17. METROPOLITAN WEST UNCONSTRAINED BOND FUND CLASS I | 2015-07-16 | 2016-12-16 | $200 | $202 | -$2 | -$2 | |
| 10. T ROWE PRICE GROWTH STOCK FUND | 2015-12-15 | 2016-12-16 | $537 | $530 | $7 | $7 | |
| 3. ROWE PRICE NEW HORIZONS FUND INC CAP | 2015-12-16 | 2016-12-16 | $132 | $127 | $5 | $5 | |
| 14. ROWE T PRICE VALUE FD INC COM | 2014-12-15 | 2016-12-16 | $475 | $470 | $5 | $5 | |
| 6. T ROWE PRICE REAL ESTATE FUND FD 122 | 2010-05-19 | 2016-12-16 | $169 | $90 | $79 | $79 | |
| 25.479 TOUCHSTONE SANDS CAPITAL SELECT GROWTH FD CLASS Y | 2016-12-13 | 2016-12-16 | $345 | $347 | -$2 | -$2 | |
| 3. VANGUARD FTSE EMERGING MARKETS ETF | 2008-11-03 | 2016-12-16 | $107 | $76 | $31 | $31 | |
| 2. VANGUARD VALUE ETF | 2011-02-25 | 2016-12-16 | $189 | $113 | $76 | $76 | |
| CAPITAL GAIN DIVIDENDS | $4,316 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,340 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $23,774 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $338,412 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.070252 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $15,927 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $346,571 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.045956 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $16,317 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $326,622 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049957 | DistributionYr3Rt |
| Total Distribution | 0.166165 | TotalDistributionRt |
| Average Distribution | 0.055388 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $319,293 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $17,685 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $47 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $17,732 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $16,829 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $95 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $95 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $95 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $96 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $0 | AppliedToEsTaxAmt |
| Total Payments And Credits | $96 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1 | OverpaymentAmt |
| Applied To ES Tax | $1 | 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 | 620 LIBERTY AVENUE | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152222705 | 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 | 620 LIBERTY AVENUE | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152222705 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 2 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $7,500 | 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 | $324,155 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $324,155 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $324,155 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,862 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $319,293 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $15,965 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $15,965 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $95 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $95 | TotalTaxAmt |
| Distributable Before Adj | $15,870 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $15,870 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $15,870 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $16,829 | 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 | $16,829 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $16,829 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $15,870 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $596 | 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 | $16,829 | QualifyingDistributionsAmt |
| Applied To Year1 | $596 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $15,870 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $363 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $363 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $363 | 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 | $363 | 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 | YMCA TITUSVILLE | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 W WALNUT STREET | AddressLine1Txt |
| City | TITUSVILLE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 163541541 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL SUPPORT | GrantOrContributionPurposeTxt |
| Amt | $15,329 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $15,329 | 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 | $6,420 | 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 | $4,340 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $171 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $10,931 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,931 | 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 INCOME | AT COST | $103,534 | $103,842 |
| MUTUAL FUNDS - EQUITIES | AT COST | $171,130 | $216,579 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND FROM PRIOR YEAR | Desc |
| Revenue And Expenses Per Books | $171 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL ESTIMATES - PRINCIPAL | $48 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $19 | $19 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $8 | $8 | $0 |