Civic Intelligence

Ta Ja Jr & W F Van Wynen Trust B

990PF • Fiscal year 2013 • EIN 22-6502705

Jan 01, 2013 to Dec 31, 2013 • Filed on Apr 14, 2014

Organization Profile
Pnc Bank Na - 1600 Market St - TaxDept No 4th FL19103-7240

(215) 585-5597

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2013 filings • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

38th percentile

0.00x

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

2013 filings • $500k-$1M nonprofits • Source year 2013

Net Margin

15th percentile

-27%

Higher net margin than 15% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Source year 2013

Top Officer Pay

63rd percentile

$10,716

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 22.8% of source-year revenue.

2013 filings • $500k-$1M nonprofits • Source year 2013

Asset Growth

37th percentile

-1.2%

Faster asset growth than 37% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

16th percentile

-18%

Faster revenue growth than 16% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$987,007

Down $11,594 (-1.2%) from 2012

Net Assets

$987,007

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin15th percentile

Revenue

Down

$47,024

Down $10,351 (-18%) from 2012

Expenses

Up

$59,652

Up $2,483 (+4.3%) from 2012

Net Income

Down

-$12,628

Down $12,834 (-6230%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $1,005,225Liabilities 2011: $02011Assets 2012: $998,601Liabilities 2012: $02012Assets 2013: $987,007Liabilities 2013: $0Net Assets 2013: $987,0072013Assets 2014: $984,449Liabilities 2014: $02014Assets 2015: $986,366Liabilities 2015: $0Net Assets 2015: $986,3662015Assets 2019: $951,183Liabilities 2019: $02019Assets 2020: $969,546Liabilities 2020: $0Net Assets 2020: $969,5462020Assets 2021: $992,344Liabilities 2021: $0Net Assets 2021: $992,3442021Assets 2022: $934,514Liabilities 2022: $0Net Assets 2022: $934,5142022Assets 2023: $917,926Liabilities 2023: $0Net Assets 2023: $917,9262023Assets 2024: $953,775Liabilities 2024: $0Net Assets 2024: $953,7752024

Highlighted filing

2013

Assets$987,007
Liabilities$0
Net Assets$987,007
Open 2013 Filing

Operations Trend

Revenue Growth16th percentile

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

$100K$50K$0-$50K-$100KRevenue 2011: $27,904Expenses 2011: $56,779Net Income 2011: -$28,8752011Revenue 2012: $57,375Expenses 2012: $57,169Net Income 2012: $2062012Revenue 2013: $47,024Expenses 2013: $59,652Net Income 2013: -$12,6282013Revenue 2014: $65,021Expenses 2014: $67,580Net Income 2014: -$2,5592014Revenue 2015: $68,218Expenses 2015: $66,301Net Income 2015: $1,9172015Revenue 2019: $49,027Expenses 2019: $65,273Net Income 2019: -$16,2462019Revenue 2020: $81,837Expenses 2020: $62,177Net Income 2020: $19,6602020Revenue 2021: $86,971Expenses 2021: $63,506Net Income 2021: $23,4652021Revenue 2022: $11,523Expenses 2022: $67,568Net Income 2022: -$56,0452022Revenue 2023: $44,152Expenses 2023: $61,254Net Income 2023: -$17,1022023Revenue 2024: $94,998Expenses 2024: $59,647Net Income 2024: $35,3512024

Highlighted filing

2013

Revenue$47,024
Expenses$59,652
Net Income-$12,628
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Apr 14, 2014
Return Version
2013v3.0
Compensation and Service Providers
Top Officer Pay63rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PNC BANK NACo-Trustee-$10,716-$10,716
GLORIA E GRIECO ESQUIRECo-Trustee-$3,178-$3,178
Filing and Contact Details

Filer

EIN
22-6502705
Phone
2155855597

Signing Officer

Name
John C Reilly
Title
Assistant Vice President
Phone
2155855597
Signed
2014-04-14
Raw XML Appendix343 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
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0285695
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0COMMON STOCK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt027384
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1490964
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2229729
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt31
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0CASH EQUIVALENTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1MUTUAL FUNDS - FIXED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2MUTUAL FUNDS - EQUITY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3ROUNDING ADJUSTMENT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt027384
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1481342
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2258419
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt31
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt022456
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt024568
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt047024
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt03474
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt010420
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt013894
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt044235
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt044235
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt022456
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt022456
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-12628
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0394273
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt024568
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt036598
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt02
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt02
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt04
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01521
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt010426
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt059652
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt047024
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt047024
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt03474
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt010426
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt015417
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0369705
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt018259
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt15315
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2992
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt32
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt018259
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2992
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt32
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt32
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SALE OF PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1LONG-TERM CAPITAL GAIN DISTRIBUTIONS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2SHORT-TERM CAPITAL GAIN DISTRIBUTIONS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3PROCEEDS CLASS ACTION SETTLEMENT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt024568
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-12628
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0165
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01199
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0987172
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0998601
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0987007
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt050156
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt050156
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt050156
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt050888
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0732
IRS990PF/DistributableAmountGrp/TotalTaxAmt0732
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0228
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0960
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0732
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0228
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0960
IRS990PF/FMVAssetsEOYAmt01052841
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0275184
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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0723417
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0748078
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0767146
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt00
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01052841
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0998601
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0987007
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0998601
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0987007
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01033267
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01033267
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt015499
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt050888
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01017768
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01033267
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt010716
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt13178
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0PNC BANK NA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1GLORIA E GRIECO ESQUIRE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine101600 MARKET STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1131 PARK STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0PHILADELPHIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City1MONTCLAIR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State0PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State1NJ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode0191037240
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode107042
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt051987
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.050195
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.048253
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.047740
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.043863
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.057567
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.053553
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.250976
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt047709
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt047709
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
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IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
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IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
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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/IndividualWithBooksNm0PNC BANK NA - TAX DEPARTMENT
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine101600 MARKET STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0PHILADELPHIA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0PA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode0191037240
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NJ
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02155855597
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt024000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt16745
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt213490
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0FOR NECESSITIES OF LIFE FOR THE NEEDY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL USE OF THE ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL USE OF THE ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine10IMMACULATE CONCEPTION CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine11LITTLE SISTERS OF THE POOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine12ROSARY HILL HOME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0RELIGIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1RELIGIOUS CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2RELIGIOUS CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1030 NORTH FULLERTON AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine11140 SHEPHERDS LANE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine12600 LINDA AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0MONTCLAIR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City1TOTOWA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City2HAWTHORNE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State1NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode007042
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode107512
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode210532
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt044235
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/AppliedToCurrentYearAmt03474
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt044235
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt050156
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt047709
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt046682
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt044235
OtherDecreasesSchedule/OtherDecreasesDetail/Amount0165
OtherDecreasesSchedule/OtherDecreasesDetail/Description0ADJUSTMENT TO BOOK CARRYING VALUE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0CLASS ACTION FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt02
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02
OtherIncreasesSchedule/OtherIncreasesDetail/Amount01199
OtherIncreasesSchedule/OtherIncreasesDetail/Description0ADJUSTMENT INCREASE DIFFERENCE BETWEEN BOOK CARRYING VALUE VS. TAX COST
TaxesSchedule/TaxesDetail/Amt0240
TaxesSchedule/TaxesDetail/Amt1240
TaxesSchedule/TaxesDetail/Amt2240
TaxesSchedule/TaxesDetail/Amt3240
TaxesSchedule/TaxesDetail/Amt4557
TaxesSchedule/TaxesDetail/Amt54
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL ESTIMATED EXCISE TAX FORM 990-PF 12/31/2013
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL ESTIMATED EXCISE TAX FORM 990-PF 12/31/2013
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL ESTIMATED EXCISE TAX FORM 990-PF 12/31/2013
TaxesSchedule/TaxesDetail/CategoryTxt3FEDERAL ESTIMATED EXCISE TAX FORM 990-PF 12/31/2013
TaxesSchedule/TaxesDetail/CategoryTxt4FEDERAL EXCISE TAX FORM 990-PF 12/31/2012
TaxesSchedule/TaxesDetail/CategoryTxt5FOREIGN TAX ON DIVIDENDS
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt30
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt40
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt50
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt30
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt40
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt54
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN C REILLY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ASSISTANT VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02155855597
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-04-14
ReturnHeader/Filer/BusinessName/BusinessNameLine10TA JA JR & WF VAN WYNEN TRUST B
ReturnHeader/Filer/BusinessNameControlTxt0TAJA
ReturnHeader/Filer/EIN0226502705
ReturnHeader/Filer/PhoneNum02155855597
ReturnHeader/Filer/USAddress/AddressLine10PNC BANK NA - 1600 MARKET ST - TAX
ReturnHeader/Filer/USAddress/AddressLine20DEPT NO 4TH FL
ReturnHeader/Filer/USAddress/City0PHILADELPHIA
ReturnHeader/Filer/USAddress/State0PA
ReturnHeader/Filer/USAddress/ZIPCode0191037240
ReturnHeader/ReturnTs02014-04-22T13:28:55-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$987,007
Liabilities
$0
Net assets
$987,007
Revenue
$47,024
Expenses
$59,652
Net income
-$12,628
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.09$0.06$0.04
2023Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.04$0.06$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.01$0.07$0.06
2021Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.09$0.06$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.08$0.06$0.02
2019Summary only. Only limited summary data is available for this year.$0.95$0.00$0.05$0.07$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.07$0.07$0.00
2014Summary only. Only limited summary data is available for this year.$0.98$0.00$0.07$0.07$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.05$0.06$0.01
2012Summary only. Only limited summary data is available for this year.$1.00$0.00$0.06$0.06$0.00
2011Summary only. Only limited summary data is available for this year.$1.01$0.00$0.03$0.06$0.03