GEORGE & MARJORIE OWENS IRREV TR AGRMT FBO OWENS FAMILY FDN: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- GEORGE & MARJORIE OWENS IRREV TR AGRMT FBO OWENS FAMILY FDN (EIN 25-6865026)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-09
- IRS object ID
- 201201309349100100
- Schema version
- 2011v1.2
- 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
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Investments Other Schedule2
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-09T05:35:59-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 256865026 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OWENS FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | OWEN | NameControl |
| Phone | 4127620861 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O PNC BANK 620 LIBERTY AVENUE NO | AddressLine1 |
| Address Line2 | 10THFL | AddressLine2 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 152222705 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DALE KOHSER | Name |
| Title | ASSISTANT VICE-PRESIDENT | Title |
| Phone | 4127620861 | Phone |
| Date Signed | 2012-05-08 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 307901 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 100000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 40 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 40 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 7191 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 7191 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 19953 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 269265 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 20125 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 127184 | TotalRevenueAndExpenses |
| Total Net Investment Income | 27356 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 2977 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 2679 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 298 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 700 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 700 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 103 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 3780 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 2679 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 998 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 61833 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 61833 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 65613 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 2679 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 62831 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 61571 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 24677 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 67981 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 78238 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 78238 | SavingsAndTempCashInvstEOYFMV |
| Investments Other BOY | 181673 | InvestmentsOtherBOY |
| Investments Other EOY | 232987 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 229663 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 249654 | TotalAssetsBOY |
| Total Assets EOY | 311225 | TotalAssetsEOY |
| Total Assets EOYFMV | 307901 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 249654 | CapitalStockBOY |
| Capital Stock EOY | 311225 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 0 | RetainedEarningsBOY |
| Retained Earnings EOY | 0 | RetainedEarningsEOY |
| Total Net Assets BOY | 249654 | TotalNetAssetsBOY |
| Total Net Assets EOY | 311225 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 249654 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 311225 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 249654 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 61571 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 311225 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 311225 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | How AcquiredHowAcquired |
|---|---|---|---|---|---|
| SALES OF PUBLICLY TRADED SECURITIES | 268445 | 249140 | 19305 | 19305 | |
| CAPITAL GAINS DIVIDENDS | 820 | 820 | 820 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 20125 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 53826 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 216757 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.248324 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 72926 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 149798 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.486829 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 91126 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 151799 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.600307 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 52653 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 130996 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.401944 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 50830 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 93988 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.540814 | DistributionRatioYear5 |
| Total Distribution Ratio | 2.278218 | TotalDistributionRatio |
| Average Distribution Ratio | 0.455644 | AverageDistributionRatio |
| Net Noncharitable Assets | 274129 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 124905 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 247 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 125152 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 62831 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 494 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 494 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 494 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 80 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 80 | TotalCreditsAndPayments |
| Tax Due | 414 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | PA | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 1 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PNC BANK NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 4127620861 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 620 LIBERTY AVENUE 10TH FLOOR | AddressLine1 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 152222705 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 1 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | 0 | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | PNC BANK NA | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 620 LIBERTY AVENUE | AddressLine1 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 15222 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | Title |
| Avg Hours Per Wk Devoted To Position | 1.00 | AvgHoursPerWkDevotedToPosition |
| Compensation | 2977 | Compensation |
| Contri To Empl Benefit Plans Etc | 0 | ContriToEmplBenefitPlansEtc |
| Expense Account Other Allowances | 0 | ExpenseAccountOtherAllowances |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
| Expenses1 | 0 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
| Amount1 | 0 | Amount1 |
| All Oth Prog Rltd Investments Total | 0 | AllOthProgRltdInvestmentsTotal |
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 278310 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | -6 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 278304 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 278304 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 4175 | CashDeemedCharitable |
| Net Noncharitable Assets | 274129 | NetNoncharitableAssets |
| Minimum Investment Return | 13706 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 13706 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 494 | TaxBasedOnInvestmentIncome |
| Total Tax | 494 | TotalTax |
| Distributable Amount Before Adj | 13212 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 13212 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 13212 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 62831 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 62831 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 62831 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 13212 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 46161 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 46153 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 83594 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 65476 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 43051 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 284435 | TotalExcessDistriCarryover |
| Qualifying Distributions | 62831 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 13212 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 49619 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 334054 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 46161 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 287893 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 46153 | ExcessFromYear4 |
| Excess From Year3 | 83594 | ExcessFromYear3 |
| Excess From Year2 | 65476 | ExcessFromYear2 |
| Excess From Year1 | 43051 | ExcessFromYear1 |
| Excess From Current Year | 49619 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (21 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| CHRIST EPISCOPAL CHURCH | |||||||
| 220 OWENSVILLE ROAD | WEST RIVER | MD | 20778 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| CONNECTICUT COLLEGE | |||||||
| 270 MOHEGAN AVENUE | NEW LONDON | CT | 06320 | NONE | PUBLIC CHARITY | UNRESTRICTED | $2,000 |
| DARTMOUTH-HITCHCOCK MEDICAL CENTER | |||||||
| ONE MEDICAL CENTER DRIVE | LEBANON | NH | 03756 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| DOGS FOR LIFE | |||||||
| PO BOX 650023 | VERO BEACH | FL | 32965 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| FRONTIER NURSING SERVICE INC | |||||||
| PO BOX 910912 | LEXINGTON | KY | 40591 | NONE | PUBLIC CHARITY | UNRESTRICTED | $500 |
| GILBERT HART LIBRARY - TOWN OF WALLINGFORD | |||||||
| PO BOX 327 | WALLINGFORD | VT | 05773 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| GREEN HILL CEMETERY ASSOCIATION | |||||||
| PO BOX 196 | WALLINGFORD | VT | 05773 | NONE | PUBLIC CHARITY | UNRESTRICTED | $2,000 |
| HUMANE SOCIETY OF VERO BEACH | |||||||
| 6174 NORTH A1A | VERO BEACH | FL | 32963 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| INDIAN RIVER HOSPITAL FOUNDATION | |||||||
| 1000 36TH STREET | VERO BEACH | FL | 32960 | NONE | PUBLIC CHARITY | UNRESTRICTED | $3,500 |
| INDIAN RIVER LAND TRUST | |||||||
| 1904 12TH COURT | VERO BEACH | FL | 32960 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | |||||||
| PO BOX 27105 | NEW YORK | NY | 10117 | NONE | PUBLIC CHARITY | UNRESTRICTED | $250 |
| NEW YORK UNIVERSITY | |||||||
| 726 BROADWAY 2ND FLOOR | NEW YORK | NY | 10003 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,500 |
| RUTLAND AREA VISITING NURSES ASSN & HOSPICE | |||||||
| 7 ALBERT CREE DRIVE | RUTLAND | VT | 05701 | NONE | PUBLIC CHARITY | UNRESTRICTED | $2,500 |
| RUTLAND HEALTH FOUNDATION | |||||||
| 98 ALLEN STREET | RUTLAND | VT | 05701 | NONE | PUBLIC CHARITY | FOR THE MEDICAL CENTER ICU | $3,333 |
| SPENCE-CHAPIN SERVICES TO FAMILIES AND CHILDREN | |||||||
| 6 EAST 94TH STREET | NEW YORK | NY | 10130 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,500 |
| THE KNOX SCHOOL | |||||||
| 541 LONG BEACH ROAD | SAINT JAMES | NY | 11780 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,250 |
| TRINITY EPISCOPAL CHURCH | |||||||
| 2365 PINE AVENUE | VERO BEACH | FL | 32960 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,500 |
| VERO BEACH MUSEUM OF ART | |||||||
| 3001 RIVERSIDE PARK DRIVE | VERO BEACH | FL | 32963 | NONE | PUBLIC CHARITY | UNRESTRICTED | $2,500 |
| VISITING NURSE ASSOC & HOSPICE FOUNDATION | |||||||
| 1110 35TH LANE | VERO BEACH | FL | 32960 | NONE | PUBLIC CHARITY | UNRESTRICTED | $2,500 |
| WESTTOWN SCHOOL | |||||||
| PO BOX 1799 WESTTOWN ROAD | WESTTOWN | PA | 19395 | NONE | PUBLIC CHARITY | UNRESTRICTED | $20,000 |
| WILMINGTON COLLEGE | |||||||
| PYLE CENTER BOX 1307 | WILMINGTON | OH | 45177 | NONE | PUBLIC CHARITY | UNRESTRICTED | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 61833 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $40 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $7,191 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $19,953 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $27,184 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 27184 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | M W OWENS 2004 CHARITABLE TRUST | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O PNC BANK 620 LIBERTY AVENUE | AddressLine1 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 15222 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 100000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREP FEE | Category |
| Amount | $700 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 700 | DisbursementsCharitablePrps |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Oth Prog Rltd Investments AllOthProgRltdInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | N/A | Description |
| Amount | $0 | Amount |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (2 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| MUTUAL FUNDS - FIXED | AT COST | 76720 | 75717 |
| MUTUAL FUNDS - EQUITY | AT COST | 156267 | 153946 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | M W OWENS 2004 CHARITABLE TRUST | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O PNC BANK 620 LIBERTY AVENUE | AddressLine1 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 15222 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| 2010 EXCISE TAX BALANCE DUE | $23 | 0 | 0 |
| 2011 ESTIMATED EXCISE TAX PAID | $80 | 0 | 0 |