Civic Intelligence

Baumeister Reichard Trust Fund

990PF • Fiscal year 2011 • EIN 23-2137301

Nov 01, 2010 to Oct 31, 2011 • Filed on Mar 02, 2012

Organization Profile
Pnc Bank Na 620 Liberty Avenue No10thfl15222
Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2011 filings • $1M-$5M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

93rd percentile

$32,878

Higher top officer pay than 93% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Source year 2011

Asset Growth

45th percentile

-0.9%

Faster asset growth than 45% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$3,455,592

Down $31,111 (-0.9%) from 2010

Net Assets

Down

$3,455,592

Down $31,111 (-0.9%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$222,675

Down $74,139 (-25%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $3,486,703Liabilities 2010: $0Net Assets 2010: $3,486,7032010Assets 2011: $3,455,592Liabilities 2011: $0Net Assets 2011: $3,455,5922011Assets 2012: $3,324,614Liabilities 2012: $0Net Assets 2012: $3,324,6142012Assets 2013: $3,115,911Liabilities 2013: $0Net Assets 2013: $3,115,9112013Assets 2014: $2,954,641Liabilities 2014: $0Net Assets 2014: $2,954,6412014Assets 2015: $2,927,617Liabilities 2015: $0Net Assets 2015: $2,927,6172015Assets 2016: $2,848,649Liabilities 2016: $0Net Assets 2016: $2,848,6492016Assets 2017: $2,712,209Liabilities 2017: $0Net Assets 2017: $2,712,2092017Assets 2018: $4,322,132Liabilities 2018: $0Net Assets 2018: $4,322,1322018Assets 2019: $4,179,556Liabilities 2019: $0Net Assets 2019: $4,179,5562019Assets 2020: $4,025,528Liabilities 2020: $0Net Assets 2020: $4,025,5282020Assets 2021: $4,096,158Liabilities 2021: $0Net Assets 2021: $4,096,1582021Assets 2022: $3,884,695Liabilities 2022: $0Net Assets 2022: $3,884,6952022Assets 2023: $3,754,282Liabilities 2023: $0Net Assets 2023: $3,754,2822023Assets 2024: $4,368,323Liabilities 2024: $0Net Assets 2024: $4,368,3232024

Highlighted filing

2011

Assets$3,455,592
Liabilities$0
Net Assets$3,455,592
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$2.0M$1.0M$0-$1.0MExpenses 2010: $296,8142010Expenses 2011: $222,6752011Expenses 2012: $248,1092012Expenses 2013: $235,2452013Revenue 2014: $94,912Expenses 2014: $256,182Net Income 2014: -$161,2702014Revenue 2015: $208,181Expenses 2015: $269,711Net Income 2015: -$61,5302015Revenue 2016: $186,748Expenses 2016: $265,957Net Income 2016: -$79,2092016Revenue 2017: $117,199Expenses 2017: $253,637Net Income 2017: -$136,4382017Revenue 2018: $1,886,042Expenses 2018: $275,370Net Income 2018: $1,610,6722018Revenue 2019: $130,409Expenses 2019: $276,353Net Income 2019: -$145,9442019Revenue 2020: $114,034Expenses 2020: $267,071Net Income 2020: -$153,0372020Revenue 2021: $354,350Expenses 2021: $282,633Net Income 2021: $71,7172021Revenue 2022: $96,006Expenses 2022: $307,410Net Income 2022: -$211,4042022Revenue 2023: $148,965Expenses 2023: $278,567Net Income 2023: -$129,6022023Revenue 2024: $873,318Expenses 2024: $258,773Net Income 2024: $614,5452024

Highlighted filing

2011

Revenue-
Expenses$222,675
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2010 to Oct 31, 2011
Signed
Mar 2, 2012
Return Version
2010v3.4
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PNC BANK NACo-TrusteePT$32,878-$32,878
GLENN J MASAKOWSKICo-Trustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantARCHDIOCESE OF PHILADELPHIAUNRESTRICTED GRANTSCHURCHPHILADELPHIA, PA, US$188,083
Filing and Contact Details

Filer

EIN
23-2137301
Raw XML Appendix326 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/AllOthProgRltdInvestments/Amount00
AllOthProgRltdInvestmentsSch/AllOthProgRltdInvestments/Description0N/A
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue0197441
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV0215481
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0CORPORATE BONDS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue02044280
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV02548148
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0CORPORATE STOCKS
InvestmentsGovtObligationsSch/StateLocalSecuritiesEOYBookVal00
InvestmentsGovtObligationsSch/StateLocalSecuritiesEOYFMV00
InvestmentsGovtObligationsSch/USGovtSecuritiesEOYBookValue01016665
InvestmentsGovtObligationsSch/USGovtSecuritiesEOYFMV01006291
InvestmentsOtherSchedule2/InvestmentsOther/BookValue0140130
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0MUTUAL FUNDS - EQUITY
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV0156330
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV0AT COST
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount0118138
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount070368
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount026
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/Description0FEDERAL EXCISE TAX REFUND
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/Description1CLASS ACTION PROCEEDS
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/ExclusionAmount02934
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/ExclusionAmount198
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/ExclusionCode114
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount0191564
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome00
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount00
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA0191564
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm079145
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps03288
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm029590
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss032878
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps0188083
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss0188083
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm0118138
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss0118138
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-31111
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice0364170
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm026
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss026
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss070368
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome0166465
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm01254
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss01254
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnss03032
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss0460
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps0191371
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm030844
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss0222675
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome0197309
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses0191564
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps03288
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm030844
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss034592
IRS990PF/BalanceSheets/CapitalStockBOY03485390
IRS990PF/BalanceSheets/CapitalStockEOY03453479
IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY0197441
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOY0197441
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOYFMV0215481
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY02074742
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY02044280
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV02548148
IRS990PF/BalanceSheets/InvestmentsGovtObligBOY01027133
IRS990PF/BalanceSheets/InvestmentsGovtObligEOY01016665
IRS990PF/BalanceSheets/InvestmentsGovtObligEOYFMV01006291
IRS990PF/BalanceSheets/InvestmentsOtherBOY0140130
IRS990PF/BalanceSheets/InvestmentsOtherEOY0140130
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV0156330
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusBOY00
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusEOY00
IRS990PF/BalanceSheets/RetainedEarningsBOY01313
IRS990PF/BalanceSheets/RetainedEarningsEOY02113
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY047257
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY057076
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV057076
IRS990PF/BalanceSheets/TotalAssetsBOY03486703
IRS990PF/BalanceSheets/TotalAssetsEOY03455592
IRS990PF/BalanceSheets/TotalAssetsEOYFMV03983326
IRS990PF/BalanceSheets/TotalLiabilitiesBOY00
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY03486703
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY03455592
IRS990PF/BalanceSheets/TotalNetAssetsBOY03486703
IRS990PF/BalanceSheets/TotalNetAssetsEOY03455592
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome079145
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis0285123
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0L/T CAPITAL GAIN DISTRIBUTIONS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1SALES OF PUBLICLY TRADED SECURITIES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2CLASS ACTION SETTLEMENTS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss179046
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss298
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses179046
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses298
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice1364169
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice298
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired1P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-31111
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases00
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal03455592
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY03486703
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY03455592
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted0200575
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj0200575
IRS990PF/DistributableAmount/DistributableAmountBeforeDed0200575
IRS990PF/DistributableAmount/MinimumInvestmentReturn0203904
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome03329
IRS990PF/DistributableAmount/TotalTax03329
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment0920
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax03329
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal03329
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome03329
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue02409
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments0920
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY03983326
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets04140175
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances00
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities04140175
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable062103
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn0203904
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets04078072
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets04140175
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition06.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition11.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation032878
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0PNC BANK NA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1GLENN J MASAKOWSKI
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0CO-TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1CO-TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10620 LIBERTY AVENUE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11222 NORTH 17TH STREET
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0PITTSBURGH
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1PHILADELPHIA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0PA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1PA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode0152222705
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode119103
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct0211319
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets0209654
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.051410
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.067027
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.062284
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.053333
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.036767
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.037637
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax00
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets04078072
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear103863997
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear203806153
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear304876919
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear405287345
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear504887679
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome01665
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions0191371
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear10258992
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear20237063
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear30260102
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear40194399
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear50183956
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.257048
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions0191371
IRS990PF/QualifyingDistributions/ExpensesAndContributions0191371
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm00
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions0191371
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported00
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract00
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets01
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10PNC BANK NA
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber04127623792
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10620 LIBERTY AVENUE 10TH FLOOR
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0PITTSBURGH
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0PA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode015222
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws00
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr01
IRS990PF/StatementsRegardingActivities/ForeignBank00
IRS990PF/StatementsRegardingActivities/Form1120POLFiled00
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG01
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity00
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities00
IRS990PF/StatementsRegardingActivities/MoreThan100Spent00
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors00
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation00
IRS990PF/StatementsRegardingActivities/ReimbursementOfTax00
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e01
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnManagers00
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnOrganization00
IRS990PF/StatementsRegardingActivities/StatesFiledWith0PA
IRS990PF/StatementsRegardingActivities/TerminationEtc00
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver100000
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions00
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/BusinessHoldings00
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals00
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations00
IRS990PF/StatementsRegardingActy4720/InfluenceElection00
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation00
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose00
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson01
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical00
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn00
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs00
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears00
IRS990PF/SummaryOfDirectCharitableActy/Description10N/A
IRS990PF/SummaryOfDirectCharitableActy/Expenses100
IRS990PF/SumOfProgramRelatedInvestments/AllOthProgRltdInvestmentsTotal00
IRS990PF/SumOfProgramRelatedInvestments/Amount100
IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount0188083
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0UNRESTRICTED GRANTS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10ARCHDIOCESE OF PHILADELPHIA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0CHURCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10222 NORTH 17TH STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0PHILADELPHIA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0PA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode019103
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear0188083
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear03288
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear10188083
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted0200575
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions0191371
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus00
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover00
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY0197287
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear0188083
OtherExpensesSchedule/OtherExpenses/Description0ACCRUED INTEREST PAID
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps00
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome01254
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks01254
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome02934
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome198
OtherIncomeSchedule2/OtherIncome/Description0FEDERAL EXCISE TAX REFUND
OtherIncomeSchedule2/OtherIncome/Description1CLASS ACTION PROCEEDS
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks02934
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks198
TaxesSchedule/Taxes/Amount0460
TaxesSchedule/Taxes/Category02011 QTRLY ESTIMATED EXCISE TAX PAID
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/NetInvestmentIncome00
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0232137301
ReturnHeader/Filer/Name/BusinessNameLine10BAUMEISTER REICHARD TRUST FUND
ReturnHeader/Filer/NameControl0BAUM
ReturnHeader/Filer/Phone04127623792
ReturnHeader/Filer/USAddress/AddressLine10PNC BANK NA 620 LIBERTY AVENUE NO
ReturnHeader/Filer/USAddress/AddressLine2010THFL
ReturnHeader/Filer/USAddress/City0PITTSBURGH
ReturnHeader/Filer/USAddress/State0PA
ReturnHeader/Filer/USAddress/ZIPCode015222
ReturnHeader/Officer/DateSigned02012-03-02
ReturnHeader/Officer/Name0DALE W KOHSER
ReturnHeader/Officer/Phone04127623792
ReturnHeader/Officer/Title0ASSISTANT VICE PRESIDENT
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02010-11-01
ReturnHeader/TaxPeriodEndDate02011-10-31
ReturnHeader/TaxYear02010
ReturnHeader/Timestamp02012-03-02T10:31:08-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,455,592
Liabilities
$0
Net assets
$3,455,592
Revenue
-
Expenses
$222,675
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$4.37$0.00$4.37$0.87$0.26$0.61
2023Detailed filing. Detailed filing data is available for this year.$3.75$0.00$3.75$0.15$0.28$0.13
2022Detailed filing. Detailed filing data is available for this year.$3.88$0.00$3.88$0.10$0.31$0.21
2021Detailed filing. Detailed filing data is available for this year.$4.10$0.00$4.10$0.35$0.28$0.07
2020Detailed filing. Detailed filing data is available for this year.$4.03$0.00$4.03$0.11$0.27$0.15
2019Detailed filing. Detailed filing data is available for this year.$4.18$0.00$4.18$0.13$0.28$0.15
2018Detailed filing. Detailed filing data is available for this year.$4.32$0.00$4.32$1.89$0.28$1.61
2017Detailed filing. Detailed filing data is available for this year.$2.71$0.00$2.71$0.12$0.25$0.14
2016Detailed filing. Detailed filing data is available for this year.$2.85$0.00$2.85$0.19$0.27$0.08
2015Detailed filing. Detailed filing data is available for this year.$2.93$0.00$2.93$0.21$0.27$0.06
2014Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.95$0.09$0.26$0.16
2013Detailed filing. Detailed filing data is available for this year.$3.12$0.00$3.12$0.24
2012Detailed filing. Detailed filing data is available for this year.$3.32$0.00$3.32$0.25
2011Detailed filing. Detailed filing data is available for this year.$3.46$0.00$3.46$0.22
2010Detailed filing. Detailed filing data is available for this year.$3.49$0.00$3.49$0.30