Civic Intelligence

Penna Elks Legacy Trust Fund

EIN 25-6112290 • 501(c)3 • Pittsburgh, PA

Profile

Accept bequests, memorial gifts & other gift from pa elk members, providing support to the pa elks major projects, inc home service program, which supports independence of individuals with developmental disabilities

PO Box 185Pittsburgh, PA 15230-0185

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

9th percentile

0.00x

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

501(c)3 • $5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

10th percentile

0.00x

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

501(c)3 • $5M-$10M nonprofits • Source year 2025

Net Margin

3rd percentile

-99%

Higher net margin than 3% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Top Officer Pay

32nd percentile

$40,295

Higher top officer pay than 32% of similar nonprofits.

Top officer pay equals 4.2% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2023

Asset Growth

32nd percentile

-0.5%

Faster asset growth than 32% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2025

Revenue Growth

6th percentile

-43%

Faster revenue growth than 6% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2025

Balance Sheet
Liabilities / Assets9th percentile

Assets

Down

$6,304,266

Down $61,345 (-1.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$6,304,266

Down $61,345 (-1.0%) from 2023

Operations
Liabilities / Revenue10th percentileNet Margin3rd percentile

Revenue

Down

$313,350

Down $638,615 (-67%) from 2023

Expenses

Up

$625,130

Up $478,428 (+326%) from 2023

Net Income

Down

-$311,780

Down $1,117,043 (-139%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth32nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0Assets 2015: $3,994,064Liabilities 2015: $0Net Assets 2015: $3,994,0642015Assets 2021: $4,881,931Liabilities 2021: $0Net Assets 2021: $4,881,9312021Assets 2023: $6,365,611Liabilities 2023: $0Net Assets 2023: $6,365,6112023Assets 2025: $6,304,266Liabilities 2025: $0Net Assets 2025: $6,304,2662025

Highlighted filing

2025

Assets$6,304,266
Liabilities$0
Net Assets$6,304,266
Open 2025 Filing

Operations Trend

Revenue Growth6th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2015: $427,253Expenses 2015: $111,964Net Income 2015: $315,2892015Revenue 2021: $356,031Expenses 2021: $106,838Net Income 2021: $249,1932021Revenue 2023: $951,965Expenses 2023: $146,702Net Income 2023: $805,2632023Revenue 2025: $313,350Expenses 2025: $625,130Net Income 2025: -$311,7802025

Highlighted filing

2025

Revenue$313,350
Expenses$625,130
Net Income-$311,780
Open 2025 Filing

Filings

Most recent year

2025 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$6,304,266
Liabilities
$0
Net assets
$6,304,266
Revenue
$313,350
Expenses
$625,130
Net income
-$311,780
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.30$0.00$6.30$0.31$0.63$0.31
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.37$0.00$6.37$0.95$0.15$0.81
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.88$0.00$4.88$0.36$0.11$0.25
2015Detailed filing. Detailed filing data is available for this year.$3.99$0.00$3.99$0.43$0.11$0.32
Latest Detailed Filing

The latest 2025 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2023 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Oct 12, 2023
Return Version
2022v5.0
Gross Receipts
$9,193,461
Mission and Program Overview

Mission

Accept bequests, memorial gifts & other gift from pa elk members, providing support to the pa elks major projects, inc home service program, which supports independence of individuals with developmental disabilities

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$5,521,708$6,365,611▲ $843,903
Investments in Publicly Traded Securities$5,453,783$6,283,596▲ $829,813
Savings and Temporary Cash Investments$67,925$82,015▲ $14,090
Total Assets$5,521,708$6,365,611▲ $843,903
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$5,521,708$6,365,611▲ $843,903
Total Liabilities and Net Assets / Fund Balance$5,521,708$6,365,611▲ $843,903
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleBaseTotal
Bny Mellon N aTrustee$40,295$40,295
Revenue and Support

Revenue Composition

Contributions and Grants
$74,339
Program Service Revenue
$0
Investment Income
$877,626
Other Revenue
$0
All Other Contributions
$74,339
Change in Net Assets
$805,263
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$104,584
Salaries, Compensation, and Employee Benefits$40,295
Other Expenses$1,823
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$104,584--$104,584
Current Officers, Directors, Trustees, and Key Employees-$40,295-$40,295
Other Expenses-$1,823-$1,823
Total Functional Expenses$104,584$42,118$0$146,702
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Pa Elks Major ProjectsSomerset, PA--$104,584
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
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

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

“NO PROCEDURES IN PLACE”

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

“The fund's written conflict of interest policy states that an interested party is under a continuing obligation to disclose any actual or potential conflicts of interest as soon as known, or should be known. An interested party shall complete a questionaire to fully and completely disclose any actual or potential conflicts of interest. The disclosure statement shall be completed and updated annually, or at such time that actual or potential conflict arises. A policy committee is appointed annually.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Form 990, Page 7, Part VII, Section A

“Average hours per week devoted to position: as trustee, the bank of new york mellon provides administrative services such as acting as investment manager for the named organization. These services require numerous individual bank employees' involvement in the activities of the organization and thus cannot be quantified on an hourly basis. Therefore, the trustee fees are not based upon an hourly basis, but are calculated based upon factors such as the market value of the account and in accordance with the bank of new york mellon's agreement with the client.”

Filing and Contact Details

Filer

Filer Name
Penna Elks Legacy Trust Fund
EIN
25-6112290
Phone
4122361634
Address
PO BOX 185, PITTSBURGH, PA 15230-0185

Signing Officer

Name
Michael Stagis
Title
Vice President
Phone
4122361634
Signed
2023-10-12
Discuss with paid preparer
Yes

Organization Details

Formed
1979
Legal Domicile
Pa
Voting Board Members
1
Independent Board Members
0
Employees
0
Volunteers
700

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Shawn P Hanlon
Phone
4123556000
Supplemental Narrative

Additional Explanations

Form 990 Part V Line 10, 11, 12, 13

“THESE QUESTIONS ARE NOT APPLICABLE AS THIS IS A 501(c)(3) ORGANIZATION”

Explanation for Form 990, Part XI, Line 9

“Mutual fund timing difference $5,370, py contributions deposited in cy $33,271, rounding ($1)”

Raw XML Appendix316 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/ActivityOrMissionDesc0ACCEPT BEQUESTS, MEMORIAL GIFTS & OTHER GIFT FROM PA ELK MEMBERS, PROVIDING SUPPORT TO THE PA ELKS MAJOR PROJECTS, INC HOME SERVICE PROGRAM, WHICH SUPPORTS INDEPENDENCE OF INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES
IRS990/AllOtherContributionsAmt074339
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0BNY MELLON NA
IRS990/BooksInCareOfDetail/PhoneNum04122361634
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 185
IRS990/BooksInCareOfDetail/USAddress/CityNm0PITTSBURGH
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0152300185
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt05521708
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt06365611
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt040295
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt040295
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt074339
IRS990/CYGrantsAndSimilarPaidAmt0104584
IRS990/CYInvestmentIncomeAmt0877626
IRS990/CYOtherExpensesAmt01823
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0805263
IRS990/CYSalariesCompEmpBnftPaidAmt040295
IRS990/CYTotalExpensesAmt0146702
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0951965
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0PENNA ELKS MAJOR PROJECTS, ATTN: TERESA BLACK, 703 GEORGIAN PLACE, SOMERSET, PA 15501
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExcsTaxSect4951Or4952Or4953Ind0false
IRS990/ExpenseAmt0104584
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/PersonNm0BNY MELLON N A
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt040295
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01979
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0734876
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantAmt0104584
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0104584
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0104584
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt08976372
IRS990/GrossReceiptsAmt09193461
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartVInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0142750
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0142750
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt05453783
IRS990/InvestmentsPubTradedSecGrp/EOYAmt06283596
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0PA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt08241496
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0ACCEPT BEQUESTS, MEMORIAL GIFTS & OTHER GIFT FROM PA ELK MEMBERS, PROVIDING SUPPORT TO THE PA ELKS MAJOR PROJECTS, INC HOME SERVICE PROGRAM, WHICH SUPPORTS INDEPENDENCE OF INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt05521708
IRS990/NetAssetsOrFundBalancesEOYAmt06365611
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0734876
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0734876
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt038640
IRS990/OtherExpensesGrp/Desc0FOREIGN TAXES PAID
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01823
IRS990/OtherExpensesGrp/TotalAmt01823
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0110361
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0101793
IRS990/PYInvestmentIncomeAmt0681407
IRS990/PYOtherExpensesAmt01119
IRS990/PYRevenuesLessExpensesAmt0670716
IRS990/PYSalariesCompEmpBnftPaidAmt018140
IRS990/PYTotalExpensesAmt0121052
IRS990/PYTotalRevenueAmt0791768
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0805263
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt067925
IRS990/SavingsAndTempCashInvstGrp/EOYAmt082015
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt00
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt00
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt00
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt074339
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0110361
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0107624
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt077073
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0116352
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0485749
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0142750
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0139667
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0123415
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0119063
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0124503
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0649398
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.42790
IRS990ScheduleA/PublicSupportPY170Pct00.41900
IRS990ScheduleA/PublicSupportTotal170Amt0485749
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt074339
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0110361
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0107624
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt077073
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0116352
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0485749
IRS990ScheduleA/TotalSupportAmt01135147
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0104584
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0PA ELKS MAJOR PROJECTS
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0703 GEORGIAN PLACE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SOMERSET
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0PA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd015501
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0NO PROCEDURE IN PLACE
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THESE QUESTIONS ARE NOT APPLICABLE AS THIS IS A 501(c)(3) ORGANIZATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO PROCEDURES IN PLACE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FUND'S WRITTEN CONFLICT OF INTEREST POLICY STATES THAT AN INTERESTED PARTY IS UNDER A CONTINUING OBLIGATION TO DISCLOSE ANY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST AS SOON AS KNOWN, OR SHOULD BE KNOWN. AN INTERESTED PARTY SHALL COMPLETE A QUESTIONAIRE TO FULLY AND COMPLETELY DISCLOSE ANY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST. THE DISCLOSURE STATEMENT SHALL BE COMPLETED AND UPDATED ANNUALLY, OR AT SUCH TIME THAT ACTUAL OR POTENTIAL CONFLICT ARISES. A POLICY COMMITTEE IS APPOINTED ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AVERAGE HOURS PER WEEK DEVOTED TO POSITION: AS TRUSTEE, THE BANK OF NEW YORK MELLON PROVIDES ADMINISTRATIVE SERVICES SUCH AS ACTING AS INVESTMENT MANAGER FOR THE NAMED ORGANIZATION. THESE SERVICES REQUIRE NUMEROUS INDIVIDUAL BANK EMPLOYEES' INVOLVEMENT IN THE ACTIVITIES OF THE ORGANIZATION AND THUS CANNOT BE QUANTIFIED ON AN HOURLY BASIS. THEREFORE, THE TRUSTEE FEES ARE NOT BASED UPON AN HOURLY BASIS, BUT ARE CALCULATED BASED UPON FACTORS SUCH AS THE MARKET VALUE OF THE ACCOUNT AND IN ACCORDANCE WITH THE BANK OF NEW YORK MELLON'S AGREEMENT WITH THE CLIENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MUTUAL FUND TIMING DIFFERENCE $5,370, PY CONTRIBUTIONS DEPOSITED IN CY $33,271, ROUNDING ($1)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 PART V LINE 10, 11, 12, 13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 7, PART VII, SECTION A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5EXPLANATION FOR FORM 990, PART XI, LINE 9
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0PA ELKS MAJOR PROJECTS INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0256084084
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0NURSES HOME SERVICE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0703 GEORGIAN PLACE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SOMERSET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd015501
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0104584
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0NET INCOME
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0PA ELKS MAJOR PROJECTS INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0b
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt05521708
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IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL STAGIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04122361634
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PENNA ELKS LEGACY TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0PENN
ReturnHeader/Filer/EIN0256112290
ReturnHeader/Filer/PhoneNum04122361634
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 185
ReturnHeader/Filer/USAddress/CityNm0PITTSBURGH
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0920460586
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PWC US TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0301 GRANT STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015219
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02023-10-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHAWN P HANLON
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-11-09T14:00:37-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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