GEORGE D MARTIN TRUST: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- GEORGE D MARTIN TRUST (EIN 21-6010367)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-04-06
- IRS object ID
- 201600979349100700
- Schema version
- 2015v2.0
- 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
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-04-06T09:14:56-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 216010367 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GEORGE D MARTIN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MART | BusinessNameControlTxt |
| Phone | 4127689969 | 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 | 4127689969 | PhoneNum |
| Signature | 2016-04-01 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $884,786 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $17,585 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $17,585 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $37,943 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $266,844 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $37,943 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $55,528 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $55,528 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $8,682 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $6,946 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,736 | 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 Rev And Expnss | $4,200 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $4,200 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,238 | TaxesRevAndExpnssAmt |
| 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 |
| Other Expenses Rev And Expnss | $1,065 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $1,065 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $16,185 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,946 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,001 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $37,599 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $37,599 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $53,784 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,946 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $44,600 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,744 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $48,582 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $49,382 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $63,066 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $63,066 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $806,453 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $794,514 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $821,720 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $855,835 | TotalAssetsBOYAmt |
| Total Assets EOY | $857,580 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $884,786 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $845,363 | CapitalStockBOYAmt |
| Capital Stock EOY | $851,022 | CapitalStockEOYAmt |
| Retained Earning BOY | $10,472 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,558 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $855,835 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $857,580 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $855,835 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $857,580 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $855,835 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,744 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1 | OtherIncreasesAmt |
| Subtotal | $857,580 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $857,580 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (41 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 8. ISHARES TR S&P SMLCP VALU | 2011-04-06 | 2015-01-01 | $951 | $620 | $331 | $331 | |
| 13. ISHARES TR S&P SMLCP GROW | 2014-03-14 | 2015-01-01 | $1,602 | $1,559 | $43 | $43 | |
| 11. HEALTH CARE SELECT SECTOR ETF LARGE CAP | 2014-08-29 | 2015-01-01 | $760 | $702 | $58 | $58 | |
| 16. SECTOR SPDR TR SBI INT-TECH | 2014-07-31 | 2015-01-01 | $668 | $627 | $41 | $41 | |
| 36. SECTOR SPDR TR SHS BEN INT-UTILITIES | 2014-12-01 | 2015-01-01 | $1,729 | $1,668 | $61 | $61 | |
| 437.224 DODGE & COX INTERNATIONAL STOCK FUND | 2015-01-27 | $18,766 | $17,151 | $1,615 | $1,615 | ||
| 4. HEALTH CARE SELECT SECTOR ETF LARGE CAP | 2014-08-29 | 2015-01-30 | $279 | $255 | $24 | $24 | |
| 284. SECTOR SPDR TR SBI INT-TECH | 2014-07-31 | 2015-01-30 | $11,428 | $11,128 | $300 | $300 | |
| 2. SECTOR SPDR TR SHS BEN INT-UTILITIES | 2014-12-01 | 2015-01-30 | $98 | $93 | $5 | $5 | |
| 1. AMERICAN INTERNATIONAL GROUP INC | 2001-01-01 | 2015-03-11 | $39 | $39 | $39 | ||
| 5. HEALTH CARE SELECT SECTOR ETF LARGE CAP | 2014-08-29 | 2015-03-31 | $367 | $319 | $48 | $48 | |
| 243. SECTOR SPDR TR SBI CONS STPLS | 2015-01-30 | 2015-03-31 | $11,900 | $11,772 | $128 | $128 | |
| 248. SECTOR SPDR TR SHS BEN INT-UTILITIES | 2014-12-01 | 2015-03-31 | $10,986 | $11,490 | -$504 | -$504 | |
| 67.488 AMERICAN BEACON L/C VALU IS | 2014-12-30 | 2015-04-30 | $1,365 | $1,249 | $116 | $116 | |
| 494.317 AMERICAN BEACON L/C VALU IS | 2011-04-06 | 2015-04-30 | $10,000 | $8,715 | $1,285 | $1,285 | |
| 189.652 ARTISAN FDS INC INTERNATIONAL | 2015-04-30 | $5,995 | $5,841 | $154 | $154 | ||
| 23.348 HARDING LOEVNER INTERNATIONAL EQUITY PORTFOLIO | 2014-12-30 | 2015-04-30 | $449 | $412 | $37 | $37 | |
| 563.217 HARDING LOEVNER INTERNATIONAL EQUITY PORTFOLIO | 2012-11-01 | 2015-04-30 | $10,836 | $8,634 | $2,202 | $2,202 | |
| 312.959 TEMPLETON INSTL FDS INC FOREIGN EQUITY SER | 2015-01-27 | 2015-04-30 | $6,948 | $6,384 | $564 | $564 | |
| 1. BANK OF AMERICA CORP | 2001-01-01 | 2015-07-09 | $255 | $25 | $230 | $230 | |
| 4. SECTOR SPDR TR SBI CYCL TRANS | 2015-03-31 | 2015-07-31 | $321 | $304 | $17 | $17 | |
| 279. SECTOR SPDR TR SBI INT-TECH | 2015-03-31 | 2015-07-31 | $11,892 | $11,655 | $237 | $237 | |
| 104. ISHARES TR S&P SMLCAP 600 | 2015-07-31 | 2015-08-31 | $11,523 | $12,200 | -$677 | -$677 | |
| 1. HEALTH CARE SELECT SECTOR ETF LARGE CAP | 2015-08-31 | 2015-09-30 | $66 | $72 | -$6 | -$6 | |
| 163. HEALTH CARE SELECT SECTOR ETF LARGE CAP | 2014-08-29 | 2015-09-30 | $10,731 | $10,399 | $332 | $332 | |
| 240. SECTOR SPDR TR SBI CONS STPLS | 2015-08-31 | 2015-09-30 | $11,287 | $11,362 | -$75 | -$75 | |
| 163.902 BLACKROCK STRATEGIC INCOME OPPORTUNITIES PORTFOLIO | 2014-10-30 | 2015-10-06 | $1,632 | $1,678 | -$46 | -$46 | |
| 7.439 COLUMBIA ACORN INTL FUND CL Z | 2014-03-14 | 2015-10-06 | $302 | $345 | -$43 | -$43 | |
| 146.798 EATON VANCE FLOATING RATE FUND CLASS I | 2011-04-06 | 2015-10-06 | $1,273 | $1,333 | -$60 | -$60 | |
| 6.752 GOLDMAN SACHS GRTH OPPOR INSTIT CLASS | 2014-12-30 | 2015-10-06 | $177 | $189 | -$12 | -$12 | |
| 57. ISHARES CORE US AGGREGATE BOND ETF | 2014-10-22 | 2015-10-06 | $6,245 | $6,301 | -$56 | -$56 | |
| 5. ISHARES TR S&P SMLCP GROW | 2014-03-14 | 2015-10-06 | $615 | $600 | $15 | $15 | |
| 26.416 MFS VALUE FUND CLASS I FUND 893 | 2011-04-06 | 2015-10-06 | $884 | $647 | $237 | $237 | |
| 165.406 T ROWE PRICE GROWTH STOCK FUND | 2013-10-07 | 2015-10-06 | $9,003 | $7,741 | $1,262 | $1,262 | |
| 27.632 T ROWE PRICE REAL ESTATE FUND FD 122 | 2012-01-31 | 2015-10-06 | $732 | $537 | $195 | $195 | |
| 15. SECTOR SPDR TR SBI CYCL TRANS | 2015-03-31 | 2015-10-06 | $1,146 | $1,139 | $7 | $7 | |
| 3.036 TOUCHSTONE SANDS CAPITAL SELECT GROWTH FD CLASS Y | 2011-04-06 | 2015-10-06 | $53 | $32 | $21 | $21 | |
| 545.816 VANGUARD TOTL BD MKT IDX-ADM | 2014-10-22 | 2015-10-06 | $5,895 | $5,955 | -$60 | -$60 | |
| 439. SECTOR SPDR TR SBI CYCL TRANS | 2015-10-28 | $35,149 | $32,671 | $2,478 | $2,478 | ||
| 169. SPDR TR UNIT SER 1 | 2015-10-28 | 2015-11-30 | $35,338 | $35,097 | $241 | $241 | |
| CAPITAL GAIN DIVIDENDS | $27,159 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $37,943 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $38,928 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $916,916 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.042455 | DistributionYr1Rt |
| Total Distribution | 0.042455 | TotalDistributionRt |
| Average Distribution | 0.042455 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $906,914 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $38,503 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $486 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $38,989 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $44,600 | 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 | $486 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $486 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $486 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,120 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $0 | AppliedToEsTaxAmt |
| Total Payments And Credits | $1,120 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $634 | OverpaymentAmt |
| Applied To ES Tax | $244 | AppliedToESTaxAmt |
| Refund | $390 | 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 | NJ | 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 | false | 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 | 4127689969 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 620 LIBERTY AVE | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 620 LIBERTY AVE | 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 | $8,682 | 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 | $920,725 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $920,725 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $920,725 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,811 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $906,914 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $45,346 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $45,346 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $486 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $486 | TotalTaxAmt |
| Distributable Before Adj | $44,860 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $44,860 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $44,860 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $44,600 | 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 | $44,600 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $486 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $44,114 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $44,860 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $5,800 | UndistributedIncomePYAmt |
| Prior Year1 | 2013 | 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 | $44,600 | QualifyingDistributionsAmt |
| Applied To Year1 | $5,800 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $38,800 | 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 | $6,060 | 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 (3 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| WASHINGTON MONUMENTAL | ||||||||
| CEMETERY ASSOCIATION | 9 BLYTHEWOOD COURT | NORTH BRUNSWICK | NJ | 08902 | NONE | PC | GENERAL SUPPORT | $12,533 |
| UNITED WAY - CENTRAL JERSEY | ||||||||
| 32 FORD AVENUE | MILLTOWN | NJ | 08850 | NONE | PC | GENEARL SUPPORT | $12,533 | |
| UNITEDWAY OF CAMDEN COUNTY | ||||||||
| 196 NEWTON AVENUE | CAMDEN | NJ | 08103 | NONE | PC | GENERAL SUPPORT | $12,533 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $37,599 | 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 | $17,585 | 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 | $37,943 | 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 | $55,528 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $55,528 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS - FIXED | AT COST | $288,388 | $274,973 |
| MUTUAL FUNDS - EQUITY | AT COST | $506,126 | $546,747 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES - PRINCIPAL (ALLOCA | CategoryTxt |
| Legal Fees | $4,200 | LegalFeesAmt |
| Disbursements Charitable Prps | $4,200 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER NON-ALLOCABLE EXPENSE - | Desc |
| Revenue And Expenses Per Books | $1,065 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,065 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING ADJ FOR SALES AND TRANSACTIONS | Desc |
| Amt | $1 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $1,118 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $1,120 | $0 | $0 |