GEORGE & MARJORIE OWENS IRREV TR AGRMT FBO OWENS FAMILY FDN: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- GEORGE & MARJORIE OWENS IRREV TR AGRMT FBO OWENS FAMILY FDN (EIN 25-6865026)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-10
- IRS object ID
- 201521309349100302
- 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
- Schedule B
- Investments Other Schedule2
- Other Decreases Schedule
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-10T11:00:36-05:00 | 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 | 256865026 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OWENS FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OWEN | BusinessNameControlTxt |
| Phone | 4127623792 | 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 | 4127623792 | PhoneNum |
| Signature | 2015-05-08 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $511,237 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $100,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $9,184 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,184 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $17,108 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $173,451 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $17,108 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $126,292 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $26,292 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $3,735 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $3,361 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $374 | 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 | $1,025 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $20 | 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 | $4,760 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,381 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $374 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $66,150 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $66,150 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $70,910 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,381 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $66,524 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $55,382 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $22,911 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $80,621 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $121,136 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $121,136 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $332,190 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $344,974 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $390,101 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $412,811 | TotalAssetsBOYAmt |
| Total Assets EOY | $466,110 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $511,237 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $412,811 | CapitalStockBOYAmt |
| Capital Stock EOY | $466,110 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $412,811 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $466,110 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $412,811 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $466,110 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $412,811 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $55,382 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1 | OtherIncreasesAmt |
| Subtotal | $468,194 | SubtotalAmt |
| Other Decreases | $2,084 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $466,110 | 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 |
|---|---|---|---|---|---|---|---|
| 1. ISHARES TR S&P SMLCAP 600 | 2013-10-31 | 2014-01-01 | $109 | $104 | $5 | $5 | |
| 96. INDUSTRIAL SELECT SECTOR SPDR ETF LARGE CAP | 2013-10-31 | 2014-01-01 | $5,003 | $4,684 | $319 | $319 | |
| 92. HEALTH CARE SELECT SECTOR ETF LARGE CAP | 2013-12-31 | 2014-01-31 | $5,151 | $5,106 | $45 | $45 | |
| 4. SECTOR SPDR TR SBI CYCL TRANS | 2013-10-31 | 2014-02-28 | $268 | $255 | $13 | $13 | |
| 97. INDUSTRIAL SELECT SECTOR SPDR ETF LARGE CAP | 2014-01-31 | 2014-02-28 | $5,067 | $4,858 | $209 | $209 | |
| 66.953 EAGLE SMALL CAP GROWTH FUND CL I | 2011-11-02 | 2014-03-14 | $3,977 | $2,658 | $1,319 | $1,319 | |
| 193.416 THIRD AVENUE INTERNATL VALUE FUND 448 | 2011-11-02 | 2014-03-14 | $3,758 | $2,979 | $779 | $779 | |
| 1. ISHARES TR S&P SMLCAP 600 | 2014-01-31 | 2014-04-30 | $106 | $105 | $1 | $1 | |
| 3. HEALTH CARE SELECT SECTOR ETF LARGE CAP | 2014-02-28 | 2014-04-30 | $174 | $180 | -$6 | -$6 | |
| 71. SECTOR SPDR TR SBI CYCL TRANS | 2013-10-31 | 2014-04-30 | $4,512 | $4,518 | -$6 | -$6 | |
| 4. SECTOR SPDR TR SBI CYCL TRANS | 2014-01-31 | 2014-04-30 | $254 | $251 | $3 | $3 | |
| 45. ISHARES TR S&P SMLCAP 600 | 2013-10-31 | 2014-06-30 | $5,025 | $4,675 | $350 | $350 | |
| 85. HEALTH CARE SELECT SECTOR ETF LARGE CAP | 2014-02-28 | 2014-06-30 | $5,177 | $5,091 | $86 | $86 | |
| 3. INDUSTRIAL SELECT SECTOR SPDR ETF LARGE CAP | 2014-04-30 | 2014-06-30 | $162 | $159 | $3 | $3 | |
| 67. ISHARES MSCI EAFE SMALL CAP ETF | 2014-06-30 | 2014-07-31 | $3,434 | $3,548 | -$114 | -$114 | |
| 45. SPDR S&P INTERNATIONAL SMALL CAP | 2014-06-30 | 2014-07-31 | $1,555 | $1,589 | -$34 | -$34 | |
| 93. INDUSTRIAL SELECT SECTOR SPDR ETF LARGE CAP | 2014-04-30 | 2014-07-31 | $4,843 | $4,925 | -$82 | -$82 | |
| 6. SECTOR SPDR TR SBI BASIC INDS | 2014-06-30 | 2014-08-29 | $303 | $298 | $5 | $5 | |
| 50. SECTOR SPDR TR SBI INT-ENERGY | 2014-07-31 | 2014-08-29 | $4,912 | $4,870 | $42 | $42 | |
| 378.417 DODGE & COX INCOME FUND | 2013-12-26 | 2014-10-22 | $5,271 | $5,116 | $155 | $155 | |
| 2475.229 DODGE & COX INCOME FUND | 2011-11-02 | 2014-10-22 | $34,480 | $33,479 | $1,001 | $1,001 | |
| 540.722 PIMCO FDS PAC INVT MGMT SER TOTAL RETURN FD INSTL CL | 2013-12-26 | 2014-10-22 | $5,916 | $5,770 | $146 | $146 | |
| 3255.938 PIMCO FDS PAC INVT MGMT SER TOTAL RETURN FD INSTL CL | 2011-11-02 | 2014-10-22 | $35,620 | $35,854 | -$234 | -$234 | |
| 106.033 PIMCO UNCONSTRAINED BOND FUND INSTITUTIONAL CLASS | 2013-12-26 | 2014-10-22 | $1,191 | $1,174 | $17 | $17 | |
| 591.009 PIMCO UNCONSTRAINED BOND FUND INSTITUTIONAL CLASS | 2013-07-01 | 2014-10-22 | $6,637 | $6,672 | -$35 | -$35 | |
| 589.279 EATON VANCE FLOATING RATE FUND CLASS I | 2012-11-01 | 2014-10-30 | $5,304 | $5,398 | -$94 | -$94 | |
| 225.554 EATON VANCE FLOATING RATE FUND CLASS I | 2013-12-26 | 2014-10-30 | $2,030 | $2,071 | -$41 | -$41 | |
| 165.195 TEMPLETON GLOBAL BOND FUND AD FUND | 2013-02-25 | 2014-10-30 | $2,186 | $2,209 | -$23 | -$23 | |
| 100. SECTOR SPDR TR SBI BASIC INDS | 2014-06-30 | 2014-12-01 | $4,858 | $4,963 | -$105 | -$105 | |
| 4. HEALTH CARE SELECT SECTOR ETF LARGE CAP | 2014-08-29 | 2014-12-01 | $278 | $255 | $23 | $23 | |
| 5. SECTOR SPDR TR SBI INT-TECH | 2014-07-31 | 2014-12-01 | $210 | $198 | $12 | $12 | |
| 26.703 MFS VALUE FUND CLASS I | 2011-11-02 | 2014-12-23 | $950 | $595 | $355 | $355 | |
| 65.444 T ROWE PRICE REAL ESTATE FUND FD 122 | 2013-02-25 | 2014-12-23 | $1,781 | $1,408 | $373 | $373 | |
| 4. SECTOR SPDR TR SBI INT-TECH | 2014-07-31 | 2014-12-23 | $169 | $157 | $12 | $12 | |
| 3. SECTOR SPDR TR SHS BEN INT-UTILITIES | 2014-12-01 | 2014-12-23 | $141 | $139 | $2 | $2 | |
| 3.019 TOUCHSTONE SANDS CAPITAL SELECT GROWTH FD CLASS Y | 2011-11-02 | 2014-12-23 | $56 | $32 | $24 | $24 | |
| CAPITAL GAIN DIVIDENDS | $12,583 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $17,108 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $65,945 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $391,608 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.168395 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $75,667 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $323,785 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.233695 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $62,831 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $274,129 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.229202 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $53,826 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $216,757 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.248324 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $72,926 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $149,798 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.486829 | DistributionYr5Rt |
| Total Distribution | 1.366445 | TotalDistributionRt |
| Average Distribution | 0.273289 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $466,445 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $127,474 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $229 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $127,703 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $66,524 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $458 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $458 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $458 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $584 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $0 | AppliedToEsTaxAmt |
| Total Payments And Credits | $584 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $126 | OverpaymentAmt |
| Applied To ES Tax | $126 | 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 | Yes (true) | 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 | 4127623792 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 620 LIBERTY AVENUE 10TH FLOOR | 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
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 | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $3,735 | 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 | $473,548 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $473,548 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $473,548 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,103 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $466,445 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $23,322 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $23,322 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $458 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $458 | TotalTaxAmt |
| Distributable Before Adj | $22,864 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $22,864 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $22,864 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $66,524 | 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 | $66,524 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $66,524 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $22,864 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $65,476 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $43,051 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $49,619 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $54,634 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $46,946 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $259,726 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $66,524 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $22,864 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $43,660 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $303,386 | 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 | $65,476 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $237,910 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $43,051 | ExcessFromYear4Amt |
| Excess From Year3 | $49,619 | ExcessFromYear3Amt |
| Excess From Year2 | $54,634 | ExcessFromYear2Amt |
| Excess From Year1 | $46,946 | ExcessFromYear1Amt |
| Excess From Current Year | $43,660 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| CHRIST EPISCOPAL CHURCH | ||||||||
| 220 OWENSVILLE ROAD | WEST RIVER | MD | 20778 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| CONNECTICUT COLLEGE | ||||||||
| 270 MOHEGAN AVENUE | NEW LONDON | CT | 06320 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| RIVERSIDE THEATER | ||||||||
| 116 W WISCONSIN AVE | MILWAUKEE | WI | 53203 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| DARTMOUTH-HITCHCOCK MEDICAL CENTER | ||||||||
| ONE MEDICAL CENTER DRIVE | LEBANON | NH | 03756 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| DOGS FOR LIFE | ||||||||
| PO BOX 650023 | VERO BEACH | FL | 32965 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| FRONTIER NURSING SERVICE INC | ||||||||
| PO BOX 910912 | LEXINGTON | KY | 40591 | NONE | PC | GENERAL SUPPORT | $500 | |
| GILBERT HART LIBRARY - TOWN OF WALLINGFO | ||||||||
| PO BOX 327 | WALLINGFORD | VT | 05773 | NONE | PC | GENERAL SUPPORT | $500 | |
| GREEN HILL CEMETERY ASSOCIATION | ||||||||
| PO BOX 196 | WALLINGFORD | VT | 05773 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| HUMANE SOCIETY OF VERO BEACH | ||||||||
| 6174 NORTH A1A | VERO BEACH | FL | 32963 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| INDIAN RIVER HOSPITAL FOUNDATION | ||||||||
| 1000 36TH STREET | VERO BEACH | FL | 32960 | NONE | PC | GENERAL SUPPORT | $8,650 | |
| INDIAN RIVER LAND TRUST | ||||||||
| 1904 12TH COURT | VERO BEACH | FL | 32960 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| MCKEE BOTANICAL GARDENS | ||||||||
| 350 US HIGHWAY 1 | VERO BEACH | FL | 32962 | NONE | PC | GENERAL SUPPORT | $500 | |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | ||||||||
| PO BOX 27105 | NEW YORK | NY | 10117 | NONE | PC | GENERAL SUPPORT | $500 | |
| NEW YORK UNIVERSITY | ||||||||
| 726 BROADWAY 2ND FLOOR | NEW YORK | NY | 10003 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| RUTLAND AREA VISITING NURSES ASSN & HOSP | ||||||||
| 7 ALBERT CREE DRIVE | RUTLAND | VT | 05701 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| COLONIAL WILLIAMSBURG FOUNDATION | ||||||||
| 134 N HENRY STREET | WILLIAMSBURG | VA | 23185 | NONE | PC | GENERAL SUPPORT | $500 | |
| RUTLAND REGIONAL MEDICAL CENTER | ||||||||
| 160 ALLEN ST | RUTLAND | VT | 05701 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| SPENCE-CHAPIN SERVICES TO FAMILIES AND | ||||||||
| 6 EAST 94TH STREET | NEW YORK | NY | 10130 | NONE | PC | GENERAL SUPPORT | $1,500 | CHILDREN |
| THE KNOX SCHOOL | ||||||||
| 541 LONG BEACH ROAD | SAINT JAMES | NY | 11780 | NONE | PC | GENERAL SUPPORT | $1,500 | |
| TRINITY EPISCOPAL CHURCH | ||||||||
| 2365 PINE AVENUE | VERO BEACH | FL | 32960 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| VERO BEACH MUSEUM OF ART | ||||||||
| 3001 RIVERSIDE PARK DRIVE | VERO BEACH | FL | 32963 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| VISITING NURSE ASSOC & HOSPICE FDN | ||||||||
| 1110 35TH LANE | VERO BEACH | FL | 32960 | NONE | PC | GENERAL SUPPORT | $3,000 | |
| WESTTOWN SCHOOL | ||||||||
| PO BOX 1799 WESTTOWN ROAD | WESTTOWN | PA | 19395 | NONE | PC | GENERAL SUPPORT | $20,000 | |
| WILMINGTON COLLEGE | ||||||||
| PYLE CENTER BOX 1307 | WILMINGTON | OH | 45177 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $66,150 | 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 | $9,184 | 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 | $17,108 | 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 | $26,292 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $26,292 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | M W OWENS 2004 CHARITABLE TRUST | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O PNC BANK | AddressLine1Txt |
| Address Line2 | 620 LIBERTY AVENUE | AddressLine2Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152222705 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $100,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
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 | $130,597 | $129,480 |
| MUTUAL FUNDS - EQUITY | AT COST | $214,377 | $260,621 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIFF BETWEEN CARRYING VALUE AND TAX COST | Desc |
| Amt | $2,084 | Amt |
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 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | M W OWENS 2004 CHARITABLE TRUST | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O PNC BANK | AddressLine1Txt |
| Address Line2 | 620 LIBERTY AVENUE | AddressLine2Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152222705 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $421 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $584 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $20 | $20 | $0 |