EUGENE MALCOLM PALMER ENDOWMENT TR UW FD 20-0756: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- EUGENE MALCOLM PALMER ENDOWMENT TR UW FD 20-0756 (EIN 22-6504123)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-04-25
- IRS object ID
- 201511159349100321
- Schema version
- 2014v5.0
- 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 Decreases Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-04-25T11:01:29-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 226504123 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EUGENE M PALMER END FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PALM | BusinessNameControlTxt |
| Phone | 4127622950 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PNC BANK NA 620 LIBERTY AVENUE 10 | 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 | 4127622950 | PhoneNum |
| Signature | 2015-04-24 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization4947a1 Trtd PF | Yes (X) | Organization4947a1TrtdPFInd |
| FMV Assets EOY | $1,001,998 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $22,964 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $22,964 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $67,754 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $542,151 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $67,754 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $16 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $90,734 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $90,718 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $10,930 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $9,837 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,093 | 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 | $1,318 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $54 | 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 | $12,248 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,891 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,093 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $48,310 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $48,310 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $60,558 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,891 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $49,403 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $30,176 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $80,827 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $14,478 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $37,212 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $37,212 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $836,057 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $843,271 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $964,786 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $850,535 | TotalAssetsBOYAmt |
| Total Assets EOY | $880,483 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,001,998 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $849,282 | CapitalStockBOYAmt |
| Capital Stock EOY | $878,969 | CapitalStockEOYAmt |
| Retained Earning BOY | $1,253 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,514 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $850,535 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $880,483 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $850,535 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $880,483 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $850,535 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $30,176 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4 | OtherIncreasesAmt |
| Subtotal | $880,715 | SubtotalAmt |
| Other Decreases | $232 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $880,483 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (50 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 4. ISHARES TR S&P SMLCAP 600 | 2013-10-31 | 2014-01-01 | $438 | $416 | $22 | $22 | |
| 288. INDUSTRIAL SELECT SECTOR SPDR ETF LARGE CAP | 2013-10-31 | 2014-01-01 | $15,009 | $14,053 | $956 | $956 | |
| 274. HEALTH CARE SELECT SECTOR ETF LARGE CAP | 2013-12-31 | 2014-01-31 | $15,342 | $15,206 | $136 | $136 | |
| 305.306 MFS VALUE FUND CLASS I | 2011-09-06 | 2014-02-14 | $10,051 | $6,372 | $3,679 | $3,679 | |
| 274.895 T ROWE PRICE GROWTH STOCK FUND | 2013-10-07 | 2014-02-14 | $14,679 | $12,865 | $1,814 | $1,814 | |
| 835.902 TOUCHSTONE SANDS CAPITAL SELECT GROWTH FD CLASS Y | 2011-09-06 | 2014-02-14 | $15,523 | $8,443 | $7,080 | $7,080 | |
| 9. SECTOR SPDR TR SBI CYCL TRANS | 2013-10-31 | 2014-02-28 | $602 | $573 | $29 | $29 | |
| 288. INDUSTRIAL SELECT SECTOR SPDR ETF LARGE CAP | 2014-01-31 | 2014-02-28 | $15,043 | $14,425 | $618 | $618 | |
| 202.571 EAGLE SMALL CAP GROWTH FUND CL I | 2011-09-06 | 2014-03-14 | $12,033 | $7,252 | $4,781 | $4,781 | |
| 527.609 THIRD AVENUE INTERNATL VALUE FUND 448 | 2014-03-14 | $10,251 | $8,031 | $2,220 | $2,220 | ||
| 11. HEALTH CARE SELECT SECTOR ETF LARGE CAP | 2014-02-28 | 2014-04-30 | $638 | $659 | -$21 | -$21 | |
| 225. SECTOR SPDR TR SBI CYCL TRANS | 2014-04-30 | $14,300 | $14,307 | -$7 | -$7 | ||
| 136. ISHARES TR S&P SMLCAP 600 | 2014-06-30 | $15,188 | $14,132 | $1,056 | $1,056 | ||
| 249. HEALTH CARE SELECT SECTOR ETF LARGE CAP | 2014-02-28 | 2014-06-30 | $15,166 | $14,913 | $253 | $253 | |
| 7. INDUSTRIAL SELECT SECTOR SPDR ETF LARGE CAP | 2014-04-30 | 2014-06-30 | $379 | $371 | $8 | $8 | |
| 198. ISHARES MSCI EAFE SMALL CAP ETF | 2014-06-30 | 2014-07-31 | $10,148 | $10,485 | -$337 | -$337 | |
| 134. SPDR S&P INTERNATIONAL SMALL CAP | 2014-06-30 | 2014-07-31 | $4,631 | $4,731 | -$100 | -$100 | |
| 277. INDUSTRIAL SELECT SECTOR SPDR ETF LARGE CAP | 2014-04-30 | 2014-07-31 | $14,426 | $14,670 | -$244 | -$244 | |
| 18. SECTOR SPDR TR SBI BASIC INDS | 2014-06-30 | 2014-08-29 | $909 | $893 | $16 | $16 | |
| 150. SECTOR SPDR TR SBI INT-ENERGY | 2014-07-31 | 2014-08-29 | $14,736 | $14,609 | $127 | $127 | |
| 733.969 DODGE & COX INCOME FUND | 2014-02-14 | 2014-10-22 | $10,224 | $10,099 | $125 | $125 | |
| 6536.216 DODGE & COX INCOME FUND | 2011-09-06 | 2014-10-22 | $91,049 | $88,304 | $2,745 | $2,745 | |
| 8597.616 PIMCO FDS PAC INVT MGMT SER TOTAL RETURN FD INSTL CL | 2014-10-22 | $94,058 | $93,277 | $781 | $781 | ||
| 1093.349 PIMCO FDS PAC INVT MGMT SER TOTAL RETURN FD INSTL CL | 2014-02-14 | 2014-10-22 | $11,961 | $11,841 | $120 | $120 | |
| 1560.69 PIMCO UNCONSTRAINED BOND FUND INSTITUTIONAL CLASS | 2013-07-01 | 2014-10-22 | $17,527 | $17,620 | -$93 | -$93 | |
| 1728.646 EATON VANCE FLOATING RATE FUND CLASS I | 2014-10-30 | $15,558 | $15,703 | -$145 | -$145 | ||
| 217.377 TEMPLETON GLOBAL BOND FUND AD FUND | 2011-09-06 | 2014-10-30 | $2,876 | $2,980 | -$104 | -$104 | |
| 296. SECTOR SPDR TR SBI BASIC INDS | 2014-06-30 | 2014-12-01 | $14,380 | $14,691 | -$311 | -$311 | |
| 12. HEALTH CARE SELECT SECTOR ETF LARGE CAP | 2014-08-29 | 2014-12-01 | $835 | $766 | $69 | $69 | |
| 18. SECTOR SPDR TR SBI INT-TECH | 2014-12-01 | $757 | $716 | $41 | $41 | ||
| 28.032 AMERICAN BEACON L/C VALU IS | 2011-09-06 | 2014-12-11 | $537 | $404 | $133 | $133 | |
| 65.765 ARTISAN FDS INC INTERNATIONAL | 2011-09-06 | 2014-12-11 | $1,989 | $1,325 | $664 | $664 | |
| 40. DODGE & COX INTERNATIONAL STOCK FUND | 2011-09-06 | 2014-12-11 | $1,735 | $1,209 | $526 | $526 | |
| 49.677 HARDING LOEVNER INTERNATIONAL EQUITY PORTFOLIO | 2012-11-01 | 2014-12-11 | $890 | $762 | $128 | $128 | |
| 22. ISHARES TR S&P SMLCP VALU | 2011-09-06 | 2014-12-11 | $2,542 | $1,350 | $1,192 | $1,192 | |
| 268.098 MFS VALUE FUND CLASS I | 2011-09-06 | 2014-12-11 | $9,319 | $5,595 | $3,724 | $3,724 | |
| 66.426 MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND CLASS I | 2013-08-28 | 2014-12-11 | $1,289 | $1,188 | $101 | $101 | |
| 92.001 T ROWE PRICE GROWTH STOCK FUND | 2013-10-07 | 2014-12-11 | $5,207 | $4,306 | $901 | $901 | |
| 346.132 ROWE T PRICE VALUE FD INC COM | 2013-08-01 | 2014-12-11 | $13,063 | $11,526 | $1,537 | $1,537 | |
| 103.389 T ROWE PRICE REAL ESTATE FUND FD 122 | 2014-12-11 | $2,750 | $2,064 | $686 | $686 | ||
| 40. HEALTH CARE SELECT SECTOR ETF LARGE CAP | 2014-08-29 | 2014-12-11 | $2,822 | $2,552 | $270 | $270 | |
| 56. SECTOR SPDR TR SBI INT-TECH | 2014-07-31 | 2014-12-11 | $2,329 | $2,194 | $135 | $135 | |
| 62. SECTOR SPDR TR SHS BEN INT-UTILITIES | 2014-12-01 | 2014-12-11 | $2,884 | $2,873 | $11 | $11 | |
| 141.958 TOUCHSTONE SANDS CAPITAL SELECT GROWTH FD CLASS Y | 2011-09-06 | 2014-12-11 | $2,591 | $1,434 | $1,157 | $1,157 | |
| 18.062 GOLDMAN SACHS MID CAP VALUE FD CL I | 2013-05-30 | 2014-12-30 | $758 | $838 | -$80 | -$80 | |
| 28.689 GOLDMAN SACHS GRTH OPPOR INSTIT CLASS | 2014-12-11 | 2014-12-30 | $802 | $775 | $27 | $27 | |
| 2.554 GOLDMAN SACHS GRTH OPPOR INSTIT CLASS | 2011-09-06 | 2014-12-30 | $71 | $55 | $16 | $16 | |
| 24.768 MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND CLASS I | 2013-08-28 | 2014-12-30 | $487 | $443 | $44 | $44 | |
| 5.151 T ROWE PRICE REAL ESTATE FUND FD 122 | 2012-01-31 | 2014-12-30 | $140 | $101 | $39 | $39 | |
| CAPITAL GAIN DIVIDENDS | $31,229 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $67,754 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $51,376 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $945,419 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.054342 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $33,735 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $877,700 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.038436 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $44,230 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $877,040 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050431 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $36,124 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $824,333 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.043822 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $25,501 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $726,318 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.03511 | DistributionYr5Rt |
| Total Distribution | 0.222141 | TotalDistributionRt |
| Average Distribution | 0.044428 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,003,458 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $44,582 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $808 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $45,390 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $49,403 | 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 | $808 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $808 | SubtotalAmt |
| Subtitle A Tax | $6,491 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $844 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $0 | AppliedToEsTaxAmt |
| Total Payments And Credits | $844 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $844 | OverpaymentAmt |
| Applied To ES Tax | $404 | AppliedToESTaxAmt |
| Refund | $440 | 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 | 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 | 4127622950 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 620 LIBERTY AVENUE 10TH FL | 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PNC BANK NA | BusinessNameLine1Txt |
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 | $10,930 | 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 | $1,018,739 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,018,739 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,018,739 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,281 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,003,458 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $50,173 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $50,173 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $50,173 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $50,173 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $50,173 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $49,403 | 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 | $49,403 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $808 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $48,595 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $50,173 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $36,041 | UndistributedIncomePYAmt |
| 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 | $49,403 | QualifyingDistributionsAmt |
| Applied To Year1 | $36,041 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $13,362 | 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 | $36,811 | 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 | MUHLENBERG REGIONAL MED CTR | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 98 JAMES STREET | AddressLine1Txt |
| City | EDISON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 088203902 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL SUPPORT | GrantOrContributionPurposeTxt |
| Amt | $48,310 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $48,310 | 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 | $22,964 | 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 | $67,754 | 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 | $16 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $90,734 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $90,734 | 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 | $323,853 | $320,532 |
| MUTUAL FUNDS - EQUITY | AT COST | $519,418 | $644,254 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIFF BETWEEN CARRYING VALUE AND TAX COST | Desc |
| Amt | $232 | Amt |
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 | $16 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING ADJ FOR SALES AND TRANSACTIONS | Desc |
| Amt | $4 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $420 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $844 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $54 | $54 | $0 |