AGED-WOMANS HOME TRUSTEE ACCT 178-326063000: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- AGED-WOMANS HOME TRUSTEE ACCT 178-326063000 (EIN 23-2168196)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-11
- IRS object ID
- 201521319349100622
- 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 Assets Schedule
- Other Decreases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-11T09:00:42-05:00 | 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 | 232168196 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AGED WOMANS HOME OF MONTGOMERY CNTY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AGED | BusinessNameControlTxt |
| Phone | 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 | 2015-05-09 | 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 | $833,841 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $18,544 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $18,544 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $36,638 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $423,197 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $36,638 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $55,182 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $55,182 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $420 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $399 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $21 | 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 | $5,702 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $42 | 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 | $6,122 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $441 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $21 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $34,233 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $34,233 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $40,355 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $441 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $34,254 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $14,827 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $54,741 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $39,241 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $34,065 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $34,065 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $717,752 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $735,279 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $799,775 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1 | OtherAssetsBOYAmt |
| Other Assets EOY | $1 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $756,994 | TotalAssetsBOYAmt |
| Total Assets EOY | $769,345 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $833,841 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $753,980 | CapitalStockBOYAmt |
| Capital Stock EOY | $766,668 | CapitalStockEOYAmt |
| Retained Earning BOY | $3,014 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,677 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $756,994 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $769,345 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $756,994 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $769,345 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $756,994 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $14,827 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $771,821 | SubtotalAmt |
| Other Decreases | $2,476 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $769,345 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (51 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 3. ISHARES TR S&P SMLCAP 600 | 2013-10-31 | 2014-01-01 | $328 | $312 | $16 | $16 | |
| 226. INDUSTRIAL SELECT SECTOR SPDR ETF LARGE CAP | 2013-10-31 | 2014-01-01 | $11,778 | $11,027 | $751 | $751 | |
| 214. HEALTH CARE SELECT SECTOR ETF LARGE CAP | 2013-12-31 | 2014-01-31 | $11,982 | $11,876 | $106 | $106 | |
| 7. SECTOR SPDR TR SBI CYCL TRANS | 2013-10-31 | 2014-02-28 | $468 | $445 | $23 | $23 | |
| 226. INDUSTRIAL SELECT SECTOR SPDR ETF LARGE CAP | 2014-01-31 | 2014-02-28 | $11,804 | $11,319 | $485 | $485 | |
| 155.301 EAGLE SMALL CAP GROWTH FUND CL I | 2013-03-06 | 2014-03-14 | $9,225 | $7,395 | $1,830 | $1,830 | |
| 415.943 THIRD AVENUE INTERNATL VALUE FUND 448 | 2013-03-06 | 2014-03-14 | $8,082 | $7,395 | $687 | $687 | |
| 1. ISHARES TR S&P SMLCAP 600 | 2014-01-31 | 2014-04-30 | $106 | $105 | $1 | $1 | |
| 8. HEALTH CARE SELECT SECTOR ETF LARGE CAP | 2014-02-28 | 2014-04-30 | $464 | $479 | -$15 | -$15 | |
| 167. SECTOR SPDR TR SBI CYCL TRANS | 2013-10-31 | 2014-04-30 | $10,614 | $10,626 | -$12 | -$12 | |
| 9. SECTOR SPDR TR SBI CYCL TRANS | 2014-01-31 | 2014-04-30 | $572 | $566 | $6 | $6 | |
| 105. ISHARES TR S&P SMLCAP 600 | 2013-10-31 | 2014-06-30 | $11,726 | $10,909 | $817 | $817 | |
| 1. ISHARES TR S&P SMLCAP 600 | 2014-01-31 | 2014-06-30 | $112 | $105 | $7 | $7 | |
| 196. HEALTH CARE SELECT SECTOR ETF LARGE CAP | 2014-02-28 | 2014-06-30 | $11,938 | $11,739 | $199 | $199 | |
| 6. INDUSTRIAL SELECT SECTOR SPDR ETF LARGE CAP | 2014-04-30 | 2014-06-30 | $325 | $318 | $7 | $7 | |
| 155. ISHARES MSCI EAFE SMALL CAP ETF | 2014-06-30 | 2014-07-31 | $7,944 | $8,208 | -$264 | -$264 | |
| 106. SPDR S&P INTERNATIONAL SMALL CAP | 2014-06-30 | 2014-07-31 | $3,664 | $3,742 | -$78 | -$78 | |
| 217. INDUSTRIAL SELECT SECTOR SPDR ETF LARGE CAP | 2014-04-30 | 2014-07-31 | $11,301 | $11,492 | -$191 | -$191 | |
| 15. SECTOR SPDR TR SBI BASIC INDS | 2014-06-30 | 2014-08-29 | $757 | $745 | $12 | $12 | |
| 118. SECTOR SPDR TR SBI INT-ENERGY | 2014-07-31 | 2014-08-29 | $11,592 | $11,492 | $100 | $100 | |
| 54.404 AMERICAN BEACON L/C VALU IS | 2013-03-06 | 2014-09-04 | $1,122 | $924 | $198 | $198 | |
| 29.756 ARTISAN FDS INC INTERNATIONAL | 2002-06-28 | 2014-09-04 | $927 | $540 | $387 | $387 | |
| 39.967 COLUMBIA ACORN INTL FUND CL Z | 2014-03-14 | 2014-09-04 | $1,918 | $1,854 | $64 | $64 | |
| 39.054 DODGE & COX INTERNATIONAL STOCK FUND | 2013-03-06 | 2014-09-04 | $1,851 | $1,411 | $440 | $440 | |
| 50.002 GOLDMAN SACHS GRTH OPPOR INSTIT CLASS | 2013-03-06 | 2014-09-04 | $1,653 | $1,340 | $313 | $313 | |
| 34.074 HARDING LOEVNER INTERNATIONAL EQUITY PORTFOLIO | 2013-03-06 | 2014-09-04 | $647 | $556 | $91 | $91 | |
| 11. ISHARES TR S&P SMLCP VALU | 2013-03-06 | 2014-09-04 | $1,261 | $967 | $294 | $294 | |
| 12. ISHARES TR S&P SMLCP GROW | 2014-03-14 | 2014-09-04 | $1,423 | $1,439 | -$16 | -$16 | |
| 222.67 MFS VALUE FUND CLASS I | 2013-03-06 | 2014-09-04 | $7,778 | $6,221 | $1,557 | $1,557 | |
| 50.154 MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND CLASS I | 2013-08-28 | 2014-09-04 | $1,037 | $897 | $140 | $140 | |
| 182.452 T ROWE PRICE GROWTH STOCK FUND | 2013-10-07 | 2014-09-04 | $10,184 | $8,539 | $1,645 | $1,645 | |
| 114.176 ROWE T PRICE VALUE FD INC COM | 2013-08-01 | 2014-09-04 | $4,261 | $3,802 | $459 | $459 | |
| 18. SECTOR SPDR TR SBI BASIC INDS | 2014-06-30 | 2014-09-04 | $912 | $893 | $19 | $19 | |
| 15. HEALTH CARE SELECT SECTOR ETF LARGE CAP | 2014-08-29 | 2014-09-04 | $961 | $957 | $4 | $4 | |
| 23. SECTOR SPDR TR SBI INT-TECH | 2014-07-31 | 2014-09-04 | $924 | $909 | $15 | $15 | |
| 471.842 TOUCHSTONE SANDS CAPITAL SELECT GROWTH FD CLASS Y | 2013-03-06 | 2014-09-04 | $8,946 | $6,464 | $2,482 | $2,482 | |
| 759.664 DODGE & COX INCOME FUND | 2014-09-04 | 2014-10-22 | $10,582 | $10,582 | |||
| 5305.313 DODGE & COX INCOME FUND | 2013-02-06 | 2014-10-22 | $73,903 | $73,585 | $318 | $318 | |
| 6978.636 PIMCO FDS PAC INVT MGMT SER TOTAL RETURN FD INSTL CL | 2013-02-06 | 2014-10-22 | $76,346 | $78,161 | -$1,815 | -$1,815 | |
| 1126.479 PIMCO FDS PAC INVT MGMT SER TOTAL RETURN FD INSTL CL | 2014-09-04 | 2014-10-22 | $12,324 | $12,335 | -$11 | -$11 | |
| 226.47 PIMCO UNCONSTRAINED BOND FUND INSTITUTIONAL CLASS | 2014-09-04 | 2014-10-22 | $2,543 | $2,566 | -$23 | -$23 | |
| 1266.755 PIMCO UNCONSTRAINED BOND FUND INSTITUTIONAL CLASS | 2013-07-01 | 2014-10-22 | $14,226 | $14,302 | -$76 | -$76 | |
| 1893.051 EATON VANCE FLOATING RATE FUND CLASS I | 2013-03-06 | 2014-10-30 | $17,037 | $17,359 | -$322 | -$322 | |
| 332.032 TEMPLETON GLOBAL BOND FUND AD FUND | 2014-09-04 | 2014-10-30 | $4,393 | $4,453 | -$60 | -$60 | |
| 8.832 TEMPLETON GLOBAL BOND FUND AD FUND | 2013-02-06 | 2014-10-30 | $117 | $118 | -$1 | -$1 | |
| 214. SECTOR SPDR TR SBI BASIC INDS | 2014-06-30 | 2014-12-01 | $10,396 | $10,622 | -$226 | -$226 | |
| 8. HEALTH CARE SELECT SECTOR ETF LARGE CAP | 2014-08-29 | 2014-12-01 | $557 | $510 | $47 | $47 | |
| 14. SECTOR SPDR TR SBI INT-TECH | 2014-07-31 | 2014-12-01 | $589 | $549 | $40 | $40 | |
| 74.1 MFS VALUE FUND CLASS I | 2013-03-06 | 2014-12-30 | $2,626 | $2,070 | $556 | $556 | |
| 60.665 T ROWE PRICE REAL ESTATE FUND FD 122 | 2013-03-06 | 2014-12-30 | $1,654 | $1,339 | $315 | $315 | |
| CAPITAL GAIN DIVIDENDS | $25,317 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $36,638 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $31,888 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $761,113 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.041897 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $34,996 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $720,788 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048552 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $31,741 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $701,655 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.045237 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $30,112 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $659,498 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.045659 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $33,845 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $596,956 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.056696 | DistributionYr5Rt |
| Total Distribution | 0.238041 | TotalDistributionRt |
| Average Distribution | 0.047608 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $818,273 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $38,956 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $547 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $39,503 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $34,254 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,095 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,095 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,095 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,440 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $0 | AppliedToEsTaxAmt |
| Total Payments And Credits | $3,440 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,345 | OverpaymentAmt |
| Applied To ES Tax | $548 | AppliedToESTaxAmt |
| Refund | $1,797 | 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 | 4127622950 | 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 | 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 BANKNA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 620 LIBERTY AVENUE | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $420 | 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 | $830,734 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $830,734 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $830,734 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,461 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $818,273 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $40,914 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $40,914 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,095 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,095 | TotalTaxAmt |
| Distributable Before Adj | $39,819 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $39,819 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $39,819 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $34,254 | 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 | $34,254 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $34,254 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $39,819 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $34,185 | 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 | $34,254 | QualifyingDistributionsAmt |
| Applied To Year1 | $34,185 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $69 | 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 | $39,750 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREEN TREE COMMUNITY HEALTH FDN | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 E WILLOW GROVE AVENUE | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191183426 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL SUPPORT | GrantOrContributionPurposeTxt |
| Amt | $34,233 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $34,233 | 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 | $18,544 | 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 | $36,638 | 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 | $55,182 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $55,182 | 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 | $269,929 | $266,056 |
| MUTUAL FUNDS - EQUITY | AT COST | $465,350 | $533,719 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LIFE INSURANCE POLICY | Desc |
| BOY Book Value | $1 | BOYBookValueAmt |
| EOY Book Value | $1 | EOYBookValueAmt |
| EOYFMV | $1 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DIFF BETWEEN CARRYING VALUE AND TAX COST | $2,471 |
| ROUNDING ADJ FOR SALES AND TRANSACTIONS | $5 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $2,220 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $3,440 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $42 | $42 | $0 |