Civic Intelligence

Joseph E Simmons Trust

990PF • Fiscal year 2013 • EIN 04-6083332

Jan 01, 2013 to Dec 31, 2013 • Filed on Apr 29, 2014

Organization Profile
C/O Pnc Bank 620 Liberty Ave No10thflPittsburgh, PA 15222-2705

(412) 762-3792

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • <$500k nonprofits • Source year 2013

Net Margin

85th percentile

33%

Higher net margin than 85% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Top Officer Pay

76th percentile

$1,229

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 13.9% of source-year revenue.

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

58th percentile

4.2%

Faster asset growth than 58% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

93rd percentile

108%

Faster revenue growth than 93% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$71,456

Up $2,881 (+4.2%) from 2012

Net Assets

$71,456

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2012

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin85th percentile

Revenue

Up

$8,836

Up $4,588 (+108%) from 2012

Expenses

Up

$5,955

Up $291 (+5.1%) from 2012

Net Income

Up

$2,881

Up $4,297 (+303%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150K$100K$50K$0Assets 2011: $69,991Liabilities 2011: $0Net Assets 2011: $69,9912011Assets 2012: $68,575Liabilities 2012: $12012Assets 2013: $71,456Liabilities 2013: $0Net Assets 2013: $71,4562013Assets 2014: $74,221Liabilities 2014: $0Net Assets 2014: $74,2212014Assets 2015: $73,637Liabilities 2015: $0Net Assets 2015: $73,6372015Assets 2016: $71,903Liabilities 2016: $0Net Assets 2016: $71,9032016Assets 2017: $69,678Liabilities 2017: $0Net Assets 2017: $69,6782017Assets 2018: $114,670Liabilities 2018: $0Net Assets 2018: $114,6702018Assets 2019: $113,816Liabilities 2019: $0Net Assets 2019: $113,8162019Assets 2020: $110,728Liabilities 2020: $0Net Assets 2020: $110,7282020Assets 2021: $114,109Liabilities 2021: $0Net Assets 2021: $114,1092021Assets 2022: $105,367Liabilities 2022: $0Net Assets 2022: $105,3672022Assets 2023: $101,079Liabilities 2023: $0Net Assets 2023: $101,0792023Assets 2024: $100,005Liabilities 2024: $0Net Assets 2024: $100,0052024

Highlighted filing

2013

Assets$71,456
Liabilities$0
Net Assets$71,456
Open 2013 Filing

Operations Trend

Revenue Growth93rd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60K$40K$20K$0-$20KExpenses 2011: $4,5352011Revenue 2012: $4,248Expenses 2012: $5,664Net Income 2012: -$1,4162012Revenue 2013: $8,836Expenses 2013: $5,955Net Income 2013: $2,8812013Revenue 2014: $10,215Expenses 2014: $6,489Net Income 2014: $3,7262014Revenue 2015: $6,788Expenses 2015: $7,374Net Income 2015: -$5862015Revenue 2016: $4,496Expenses 2016: $6,227Net Income 2016: -$1,7312016Revenue 2017: $4,867Expenses 2017: $7,094Net Income 2017: -$2,2272017Revenue 2018: $52,322Expenses 2018: $7,330Net Income 2018: $44,9922018Revenue 2019: $7,421Expenses 2019: $8,267Net Income 2019: -$8462019Revenue 2020: $4,256Expenses 2020: $7,127Net Income 2020: -$2,8712020Revenue 2021: $10,769Expenses 2021: $7,402Net Income 2021: $3,3672021Revenue 2022: -$351Expenses 2022: $8,130Net Income 2022: -$8,4812022Revenue 2023: $2,387Expenses 2023: $6,934Net Income 2023: -$4,5472023Revenue 2024: $5,650Expenses 2024: $6,826Net Income 2024: -$1,1762024

Highlighted filing

2013

Revenue$8,836
Expenses$5,955
Net Income$2,881
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Apr 29, 2014
Return Version
2013v3.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PNC BANK NATrustee-$1,229-$1,229
Filing and Contact Details

Filer

EIN
04-6083332
Phone
4127623792

Signing Officer

Name
Dale Kohser
Title
Assistant Vice President
Phone
4127623792
Signed
2014-04-29
Raw XML Appendix275 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Amt00
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc0N/A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt031899
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt136244
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0MUTUAL FUNDS FIXED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1MUTUAL FUNDS EQUITY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt033350
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt177975
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt02452
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt06384
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt08836
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt08836
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt06317
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt061
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt01168
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt01229
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt04660
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt04660
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt02452
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt02452
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt02881
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt024345
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt06384
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt07601
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt035
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt035
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt031
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt04756
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt01168
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt05955
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt08769
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt08836
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt096
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt01168
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01295
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt018028
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt05832
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1485
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt05832
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1485
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt023860
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1485
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SALES OF PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt06317
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt02881
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt071456
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt068575
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt071456
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt05317
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt05317
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt05317
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt05393
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt076
IRS990PF/DistributableAmountGrp/TotalTaxAmt076
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt040
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt076
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt076
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt076
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt036
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt040
IRS990PF/FMVAssetsEOYAmt0114638
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt067915
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt070313
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt067926
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt068143
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0111325
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0660
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01143
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0649
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt03313
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt03313
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt068575
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt071456
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0114638
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt068575
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt071456
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt068575
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt071456
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0109509
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0109509
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01643
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt05393
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0107866
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0109509
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt01229
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0PNC BANK NA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine10620 LIBERTY AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0PITTSBURGH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State0PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode0152222705
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization4947a1TrtdPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt03716
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt03792
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt04515
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt03207
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt02418
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.034450
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.045024
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.032627
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.025699
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt076
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0107866
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0100280
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt098292
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt094090
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt04756
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.103350
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt04680
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt04756
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt076
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt04756
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine10620 LIBERTY AVE 10TH FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0PITTSBURGH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0PA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode0152222705
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NECTFilingInLieuOFForm1041Ind0X
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine10PNC BANK NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum04127623792
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxExemptInterestAmt00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/AllOtherProgramRltdInvstTotAmt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt04660
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO PROVIDE FINANCIAL SUPPORT TO OREGON STATE UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine10OREGON STATE UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine10220 NASH HALL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0CORVALLIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode097331
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt04660
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0488
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt04268
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt05317
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt04756
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt04829
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt04268
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MASSACHUSETTS FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt035
TaxesSchedule/TaxesDetail/Amt031
TaxesSchedule/TaxesDetail/CategoryTxt02013 ESTIMATED EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DALE KOHSER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ASSISTANT VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04127623792
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-04-29
ReturnHeader/Filer/BusinessName/BusinessNameLine10JOSEPH E SIMMONS TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SIMM
ReturnHeader/Filer/EIN0046083332
ReturnHeader/Filer/PhoneNum04127623792
ReturnHeader/Filer/USAddress/AddressLine10C/O PNC BANK 620 LIBERTY AVE NO
ReturnHeader/Filer/USAddress/AddressLine2010THFL
ReturnHeader/Filer/USAddress/City0PITTSBURGH
ReturnHeader/Filer/USAddress/State0PA
ReturnHeader/Filer/USAddress/ZIPCode0152222705
ReturnHeader/ReturnTs02014-04-29T06:48:47-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$71,456
Liabilities
$0
Net assets
$71,456
Revenue
$8,836
Expenses
$5,955
Net income
$2,881
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.06$0.07$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.02$0.07$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.00$0.08$0.08
2021Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.11$0.07$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.04$0.07$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.07$0.08$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.52$0.07$0.45
2017Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.05$0.07$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.04$0.06$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.07$0.07$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.10$0.06$0.04
2013Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$0.09$0.06$0.03
2012Summary only. Only limited summary data is available for this year.$0.69$0.00$0.04$0.06$0.01
2011Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.05