Civic Intelligence

Jerome M Wolff Memorial Trust

990 • Fiscal year 2019 • EIN 22-6331318

Jan 01, 2019 to Dec 31, 2019 • Filed on May 04, 2020

Organization ProfileN/A
116 Allegheny Center Mall P8yb3502lPittsburgh, PA 15212

(412) 762-3818

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

15th percentile

0.00x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

94th percentile

63%

Higher net margin than 94% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

39th percentile

$18,160

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 6.8% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

65th percentile

8.9%

Faster asset growth than 65% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

78th percentile

24%

Faster revenue growth than 78% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$2,068,645

Up $168,650 (+8.9%) from 2018

Net Assets

Up

$2,068,645

Up $168,650 (+8.9%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin94th percentile

Revenue

Up

$265,660

Up $52,008 (+24%) from 2018

Expenses

Down

$97,010

Down $8,958 (-8.5%) from 2018

Net Income

Up

$168,650

Up $60,966 (+57%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $1,393,749Liabilities 2010: $0Net Assets 2010: $1,393,7492010Assets 2011: $1,389,801Liabilities 2011: $0Net Assets 2011: $1,389,8012011Assets 2012: $1,406,308Liabilities 2012: $0Net Assets 2012: $1,406,3082012Assets 2013: $1,408,786Liabilities 2013: $0Net Assets 2013: $1,408,7862013Assets 2014: $1,639,274Liabilities 2014: $0Net Assets 2014: $1,639,2742014Assets 2015: $1,710,531Liabilities 2015: $0Net Assets 2015: $1,710,5312015Assets 2016: $1,719,286Liabilities 2016: $0Net Assets 2016: $1,719,2862016Assets 2017: $1,792,306Liabilities 2017: $0Net Assets 2017: $1,792,3062017Assets 2018: $1,899,995Liabilities 2018: $0Net Assets 2018: $1,899,9952018Assets 2019: $2,068,645Liabilities 2019: $0Net Assets 2019: $2,068,6452019Assets 2020: $2,194,354Liabilities 2020: $0Net Assets 2020: $2,194,3542020Assets 2021: $2,323,834Liabilities 2021: $0Net Assets 2021: $2,323,8342021Assets 2022: $2,240,819Liabilities 2022: $0Net Assets 2022: $2,240,8192022Assets 2023: $2,190,964Liabilities 2023: $0Net Assets 2023: $2,190,9642023Assets 2024: $2,183,920Liabilities 2024: $0Net Assets 2024: $2,183,9202024

Highlighted filing

2019

Assets$2,068,645
Liabilities$0
Net Assets$2,068,645
Open 2019 Filing

Operations Trend

Revenue Growth78th percentile

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

$400K$200K$0-$200KRevenue 2010: $89,249Expenses 2010: $70,383Net Income 2010: $18,8662010Revenue 2011: $90,957Expenses 2011: $97,771Net Income 2011: -$6,8142011Revenue 2012: $96,616Expenses 2012: $83,202Net Income 2012: $13,4142012Revenue 2013: $91,025Expenses 2013: $88,957Net Income 2013: $2,0682013Revenue 2014: $346,247Expenses 2014: $100,070Net Income 2014: $246,1772014Revenue 2015: $178,543Expenses 2015: $107,288Net Income 2015: $71,2552015Revenue 2016: $111,456Expenses 2016: $102,702Net Income 2016: $8,7542016Revenue 2017: $179,176Expenses 2017: $106,150Net Income 2017: $73,0262017Revenue 2018: $213,652Expenses 2018: $105,968Net Income 2018: $107,6842018Revenue 2019: $265,660Expenses 2019: $97,010Net Income 2019: $168,6502019Revenue 2020: $250,894Expenses 2020: $121,952Net Income 2020: $128,9422020Revenue 2021: $264,460Expenses 2021: $134,802Net Income 2021: $129,6582021Revenue 2022: $66,492Expenses 2022: $149,682Net Income 2022: -$83,1902022Revenue 2023: $66,472Expenses 2023: $117,194Net Income 2023: -$50,7222023Revenue 2024: $120,127Expenses 2024: $127,814Net Income 2024: -$7,6872024

Highlighted filing

2019

Revenue$265,660
Expenses$97,010
Net Income$168,650
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 4, 2020
Return Version
2019v5.0
Gross Receipts
$1,576,949
Mission and Program Overview

Mission

Provide support for the frost valley ymca in claryville, ny

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,899,995$2,068,645▲ $168,650
Investments in Publicly Traded Securities$1,862,687$2,027,524▲ $164,837
Savings and Temporary Cash Investments$37,308$41,121▲ $3,813
Total Assets$1,899,995$2,068,645▲ $168,650
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,899,995$2,068,645▲ $168,650
Total Liabilities and Net Assets / Fund Balance$1,899,995$2,068,645▲ $168,650
Compensation and Service Providers
Top Officer Pay39th percentile

Employees

NameTitleBaseTotal
-Co-trustee$18,160$18,160
Robert B Haines EsqCo-trustee$5,036$5,036
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$265,660
Other Revenue
$0
Change in Net Assets
$168,650
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$73,611
Salaries, Compensation, and Employee Benefits$23,196
Other Expenses$203
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$73,611--$73,611
Current Officers, Directors, Trustees, and Key Employees-$23,196-$23,196
All Other Expenses-$203-$203
Total Functional Expenses$73,611$23,399$0$97,010
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

“Jerome m. Wolff memorial trust is a trust fund and has no written policy regarding documentation of meetings and written actions of its governing body and committees with authority to act on its behalf.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“Jerome m. Wolff memorial trust is a trust fund and has no written policy regarding documentation of meetings and written actions of its governing body and committees with authority to act on its behalf.”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“Pnc bank as co trustee of jerome m. Wolff memorial trust prepares the tax returns for this trust thus form 990 is prepared by the governing body.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C

“The conflict of interest policy of pnc charitable trust requires an annual affirmation that it has been received, read, understood, and agreed to be complied with. In addition, the policy requires an annual disclosure of the existence and nature of any affiliation in which a party would be considered an interested person under the policy.”

Form 990, Page 6, Part VI, Line 18

“Form 990 and related financial statements are made available through requests and from guidestar.org.”

Form 990, Page 6, Part VI, Line 19

“Form 990 and related financial statements are made available through requests and from guidestar.org. The governing documents and conflict of interest policy are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Jerome M Wolff Memorial Trust
EIN
22-6331318
Phone
4127623818
Address
116 ALLEGHENY CENTER MALL P8YB3502L, PITTSBURGH, PA 15212

Signing Officer

Name
Pnc Bank N a by
Title
Vice President
Phone
4127623818
Signed
2020-05-04

Organization Details

Principal Officer
Shaira Amin
Formed
1990
Legal Domicile
Nj
Voting Board Members
1
Independent Board Members
1
Employees
0
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“Rounding adjustment of $5.00 for sales and transactions.”

Raw XML Appendix382 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0PROVIDE SUPPORT FOR THE FROST VALLEY YMCA IN CLARYVILLE, NY
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0203
IRS990/AllOtherExpensesGrp/TotalAmt0203
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0PNC BANK N A - TRUSTEE
IRS990/BooksInCareOfDetail/PhoneNum04127623818
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0116 Allegheny Center Mall
IRS990/BooksInCareOfDetail/USAddress/CityNm0Pittsburgh
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd015212
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt023196
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt023196
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt073611
IRS990/CYInvestmentIncomeAmt0265660
IRS990/CYOtherExpensesAmt0203
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0168650
IRS990/CYSalariesCompEmpBnftPaidAmt023196
IRS990/CYTotalExpensesAmt097010
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0265660
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0SUPPORT FOR THE FROST VALLEY YMCA.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt073611
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt01.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt14.0
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0PNC BANK NA
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/PersonNm0ROBERT B HAINES ESQ
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt05036
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt118160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/TitleTxt0CO-TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1CO-TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01990
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0214318
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantAmt073611
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt073611
IRS990/GrantsToDomesticOrgsGrp/TotalAmt073611
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01525607
IRS990/GrossReceiptsAmt01576949
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt051342
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt051342
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01862687
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02027524
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NJ
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01311289
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0false
IRS990/MissionDesc0PROVIDE SUPPORT FOR THE FROST VALLEY YMCA IN CLARYVILLE, NY
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01899995
IRS990/NetAssetsOrFundBalancesEOYAmt02068645
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0214318
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0SHAIRA AMIN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt082054
IRS990/PYInvestmentIncomeAmt0213652
IRS990/PYOtherExpensesAmt0349
IRS990/PYRevenuesLessExpensesAmt0107684
IRS990/PYSalariesCompEmpBnftPaidAmt023565
IRS990/PYTotalExpensesAmt0105968
IRS990/PYTotalRevenueAmt0213652
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0168650
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01899995
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt02068645
IRS990/SavingsAndTempCashInvstGrp/BOYAmt037308
IRS990/SavingsAndTempCashInvstGrp/EOYAmt041121
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt065205
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt058844
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/CurrentYearAmt013863
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt06129
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/CurrentYearAmt014528
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt015126
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt051342
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt052715
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt050677
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt043718
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt043718
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt079145
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt079145
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt037160
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt079145
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistriAppDistributableAmt010431
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt079145
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt068714
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt082280
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt071849
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt068714
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt071849
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt071849
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt068714
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt08668
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt073612
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt079145
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt00.93
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt073612
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt082280
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE JEROME M WOLFF MEMORIAL TRUST MAINTAINS A CLOSE AND CONTINUOUS WOR KING RELATIONSHIP WITH THE SUPPORTED ORGANIZATION BY HOLDING MEETINGS TO DISCUSS INVESTMENTS AND THE GENERAL OPERATION OF THE TRUST, INCLUDI NG THE DISBURSEMENT OF FUNDS, TIMING OF GRANTS, AND NEEDS OF THE SUPPO RTED ORGANIZATION WITHIN THE TERMS OF THE TRUST AGREEMENT.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1IN ADDITION THE JEROME M WOLFF MEMORIAL TRUST PROVIDES MONTHLY STATEME NTS THAT OUTLINE THE HOLDINGS AND ACTIVITIES OF THE TRUST AND THE INFO RMATION REQUIRED AS PART OF THE ANNUAL NOTIFICATION REQUIREMENT.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0FORM 990, SCHEDULE A, PART IV, SECTION D, LINE 2 AND LINE 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1FORM 990, SCHEDULE A, PART IV, SECTION D, LINE 2 AND LINE 3,
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt02292695
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt02295710
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt02292695
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt02295710
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt034390
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt034436
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt02258305
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt02261274
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt079041
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt079145
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt02292695
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt02295710
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt079041
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt079145
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0221625176
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt073612
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0FROST VALLEY YMCA
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt073612
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0JEROME M. WOLFF MEMORIAL TRUST IS A TRUST FUND AND HAS NO WRITTEN POLICY REGARDING DOCUMENTATION OF MEETINGS AND WRITTEN ACTIONS OF ITS GOVERNING BODY AND COMMITTEES WITH AUTHORITY TO ACT ON ITS BEHALF.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1JEROME M. WOLFF MEMORIAL TRUST IS A TRUST FUND AND HAS NO WRITTEN POLICY REGARDING DOCUMENTATION OF MEETINGS AND WRITTEN ACTIONS OF ITS GOVERNING BODY AND COMMITTEES WITH AUTHORITY TO ACT ON ITS BEHALF.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PNC BANK AS CO TRUSTEE OF JEROME M. WOLFF MEMORIAL TRUST PREPARES THE TAX RETURNS FOR THIS TRUST THUS FORM 990 IS PREPARED BY THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE CONFLICT OF INTEREST POLICY OF PNC CHARITABLE TRUST REQUIRES AN ANNUAL AFFIRMATION THAT IT HAS BEEN RECEIVED, READ, UNDERSTOOD, AND AGREED TO BE COMPLIED WITH. IN ADDITION, THE POLICY REQUIRES AN ANNUAL DISCLOSURE OF THE EXISTENCE AND NATURE OF ANY AFFILIATION IN WHICH A PARTY WOULD BE CONSIDERED AN INTERESTED PERSON UNDER THE POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FORM 990 AND RELATED FINANCIAL STATEMENTS ARE MADE AVAILABLE THROUGH REQUESTS AND FROM GUIDESTAR.ORG.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5FORM 990 AND RELATED FINANCIAL STATEMENTS ARE MADE AVAILABLE THROUGH REQUESTS AND FROM GUIDESTAR.ORG. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ROUNDING ADJUSTMENT OF $5.00 FOR SALES AND TRANSACTIONS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6EXPLANATION FOR FORM 990, PART XI, LINE 9
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0FROST VALLEY YMCA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0221625176
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0509(A)(2)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt02000 FROST VALLEY ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0CLARYVILLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd012725
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt082054
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0FROST VALLEY YMCA
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0r
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0true
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01899995
IRS990/TotalAssetsEOYAmt02068645
IRS990/TotalAssetsGrp/BOYAmt01899995
IRS990/TotalAssetsGrp/EOYAmt02068645
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt023399
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt073611
IRS990/TotalFunctionalExpensesGrp/TotalAmt097010
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01899995
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02068645
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt073611
IRS990/TotalReportableCompFromOrgAmt023196
IRS990/TotalRevenueGrp/ExclusionAmt051342
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0265660
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01899995
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02068645
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0116 ALLEGHENY CENTER MALL
IRS990/USAddress/CityNm0PITTSBURGH
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd015212
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/PersonNm0PNC BANK N A BY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04127623818
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JEROME M WOLFF MEMORIAL TRUST
ReturnHeader/Filer/BusinessNameControlTxt0JERO
ReturnHeader/Filer/EIN0226331318
ReturnHeader/Filer/PhoneNum04127623818
ReturnHeader/Filer/USAddress/AddressLine1Txt0116 ALLEGHENY CENTER MALL P8YB3502L
ReturnHeader/Filer/USAddress/CityNm0PITTSBURGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd015212
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0E8E5ABDCA238E0009CB1A5527E24EA1939FEB98D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0DDAB17B02E4EC9B2EBC4ADBD1BB9DCBFEBDB5BDE
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0161.150.46.69
ReturnHeader/ReturnTs02020-05-08T11:00:23-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,068,645
Liabilities
$0
Net assets
$2,068,645
Revenue
$265,660
Expenses
$97,010
Net income
$168,650
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.18$0.12$0.13$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.19$0.00$2.19$0.07$0.12$0.05
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.24$0.00$2.24$0.07$0.15$0.08
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.32$0.00$2.32$0.26$0.13$0.13
2020Detailed filing. Detailed filing data is available for this year.$2.19$0.00$2.19$0.25$0.12$0.13
2019Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.27$0.10$0.17
2018Summary only. Only limited summary data is available for this year.$1.90$0.00$1.90$0.21$0.11$0.11
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.79$0.00$1.79$0.18$0.11$0.07
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.72$0.00$1.72$0.11$0.10$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.18$0.11$0.07
2014Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.35$0.10$0.25
2013Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.09$0.09$0.00
2012Summary only. Only limited summary data is available for this year.$1.41$0.00$1.41$0.10$0.08$0.01
2011Summary only. Only limited summary data is available for this year.$1.39$0.00$1.39$0.09$0.10$0.01
2010Summary only. Only limited summary data is available for this year.$1.39$0.00$1.39$0.09$0.07$0.02