Trust Uwo Norman C Ray C/O Bruce Georgi Jr

990PF • Fiscal year 2021 • EIN 25-6186356

Jan 01, 2021 to Dec 31, 2021 • Filed on Oct 08, 2022

Organization Profile

4280 Laurel Ridge DriveAllison Park, PA 15101

(412) 364-9586

Siviq Scores

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

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

-412%

Higher net margin than 2% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

$2,000

Higher top officer pay than 57% of similar nonprofits.

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

2021 filings • $500k-$1M nonprofits • Source year 2021

-12%

Faster asset growth than 9% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

-23%

Faster revenue growth than 15% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet

Liabilities / Assets39th percentile

Assets

Down

$874,668

Down $121,417 (-12%) from 2020

Net Assets

Down

$874,668

Down $121,417 (-12%) from 2020

Liabilities

Flat

Flat from 2020

Revenue And Expenses

Liabilities / Revenue39th percentile Net Margin2nd percentile

Revenue

Down

$29,409

Down $8,975 (-23%) from 2020

Expenses

$150,660

Up $27,168 (+22%) from 2020

Net Income

Down

-$121,251

Down $36,143 (-42%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

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

Highlighted filing

2021

Assets$874,668

Liabilities$0

Net Assets$874,668

Open 2021 Filing

Operations Trend

Revenue Growth15th percentile

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

Highlighted filing

2021

Revenue$29,409

Expenses$150,660

Net Income-$121,251

Open 2021 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2021 to Dec 31, 2021
Signed: Oct 8, 2022
Return Version: 2021v4.2

Compensation and Service Providers

Top Officer Pay57th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
BRUCE GEORGE Jr	Trustee	-	$2,000	-	$2,000
SCOTT PARKER	Trustee	-	$2,000	-	$2,000

Filing and Contact Details

Filer

Filer Name: Trust Uwo Norman C Ray Co Bruce Georgi Jr
EIN: 25-6186356
Address: 4280 LAUREL RIDGE DRIVE, Allison Park, PA 15101

Signing Officer

Name: Bruce Georgi Jr
Title: Trustee
Phone: 4125627914
Signed: 2022-10-08
Discuss with paid preparer: Yes

Preparer

Firm: William a Lupone & Associates Pc
Address: 3371 BABCOCK BLVD, Pittsburgh, PA 15237
Preparer: WILLIAM A LUPONE Jr CPA
Phone: 4123649586

Raw XML Appendix370 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.

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AccountingFeesSchedule/AccountingFeesDetail/Amt	0	1350
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AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt	0	0
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt	0	1350
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AccumulatedDepreciationAmt	0	0
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AccumulatedDepreciationAmt	1	0
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AccumulatedDepreciationAmt	2	0
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AccumulatedDepreciationAmt	3	0
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AccumulatedDepreciationAmt	4	0
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AccumulatedDepreciationAmt	5	0
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AccumulatedDepreciationAmt	6	0
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt	0	1999-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt	1	2008-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt	2	2015-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt	3	2017-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt	4	2018-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt	5	2015-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt	6	2013-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc	0	311 SHRS -AT& T INC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc	1	HSBC HOLDINGS PLC ADS BOND
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc	2	85 SHRS -DXC TECHLOGY CO
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc	3	113 SHRS - MICRO FUCUS INTL
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc	4	GM CORP 725 SR NTS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc	5	42 SHRS -PERSPECTA INC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc	6	1200 SHRS HOLLYFRONITER CORP
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt	1	46258
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt	2	3604
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt	3	0
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt	4	0
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt	5	529
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt	6	50913
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt	0	8731
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt	1	50000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt	2	3388
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt	4	3
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt	5	1233
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt	6	34944
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt	0	PURCHASED
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt	2	PURCHASED
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt	3	PURCHASED
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt	4	PURCHASED
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt	5	PURCHASED
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt	6	PURCHASED
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SalesExpenseAmt	0	0
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SalesExpenseAmt	1	0
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SalesExpenseAmt	2	0
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SalesExpenseAmt	3	0
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SalesExpenseAmt	4	0
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SalesExpenseAmt	5	0
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SalesExpenseAmt	6	0
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt	1	2021-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt	2	2021-07
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt	4	2021-03
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt	4	3
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt	5	704
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt	6	-15969
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm	0	BONDS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt	0	5485
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt	0	22442
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	0	683703
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	0	STOCKS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	0	0
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	0	REAL ESTATE SECTOR SPDR FUND
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt	0	98927
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd	0	X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	BRUCE GEORGE Jr
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	SCOTT PARKER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	TRUSTEE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt	0	0
IRS990PF/Organization4947a1TrtdPFInd	0	X
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd	0	false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm	0	BRUCE GEORGE Jr
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	4280 LAUREL RIDGE DRIVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	Allison Park
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	PA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	15101
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NECTFilingInLieuOFForm1041Ind	0	X
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	4125627914
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/TaxExemptInterestAmt	0	0
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	NONE
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt	0	NA
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt	0	0
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	NA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	25000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	25000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	2	25000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	3	25000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	4	25000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	5	1000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	3	CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	4	CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	5	CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	2	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	3	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	4	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	5	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	0	THE NEIGHORHOOD ACADEMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	1	ANCHORPOINT COUNSELLING MINISTRY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	2	THE CHUCK NOLL FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	3	GIRLS HOPE OF PITTSBURGH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	4	HOMELESS CHILDREN EDUCATION FUN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	5	STEEL CITY SQUASH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	709 N AIKEN DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	800 MCKNIGHT PARK DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	3400 SOUTH WATER STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	3	1005 BEAVER GRADE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	4	1901 CENTRE AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	5	140 TREE HALL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	Pittsburgh
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	Pittsburgh
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	Pittsburgh
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	3	Coraopolis
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	4	Pittsburgh
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	5	Pittsburgh
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	3	PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	4	PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	5	PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	15206
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	15237
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	15203
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	3	15108
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	4	15219
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	5	15261
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm	0	NA
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	126000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	89485
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	89485
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	16329
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	21126
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	17206
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	10205
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	14975
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	14975
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	101381
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	36515
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	16329
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	21126
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	17206
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	10205
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	126000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	36515
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	116356
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	79841
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	166
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	FEDERAL INCOME TAXES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt	0	18748
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	18748
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	INVESTMENT & ADVISORY FEE -RBC
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	18748
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt	0	562
TaxesSchedule/TaxesDetail/Amt	0	562
TaxesSchedule/TaxesDetail/CategoryTxt	0	FOREIGN TAXES WITHELD RBC
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	562
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd	0	AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd	0	IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd	0	00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd	0	0
ReturnHeader/BuildTS	0	2022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	BRUCE GEORGI JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	4125627914
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2022-10-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	TRUST UWO NORMAN C RAY CO BRUCE GEORGI JR
ReturnHeader/Filer/BusinessNameControlTxt	0	TRUS
ReturnHeader/Filer/EIN	0	256186356
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	4280 LAUREL RIDGE DRIVE
ReturnHeader/Filer/USAddress/CityNm	0	Allison Park
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	PA
ReturnHeader/Filer/USAddress/ZIPCd	0	15101
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	WILLIAM A LUPONE & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	3371 BABCOCK BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	Pittsburgh
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	15237
ReturnHeader/PreparerPersonGrp/PhoneNum	0	4123649586
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2022-10-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	WILLIAM A LUPONE Jr CPA
ReturnHeader/ReturnTs	0	2022-10-11T12:45:47-04:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	BRUCE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	GEORGI
ReturnHeader/TaxPeriodBeginDt	0	2021-01-01
ReturnHeader/TaxPeriodEndDt	0	2021-12-31
ReturnHeader/TaxYr	0	2021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $874,668
Liabilities: $0
Net assets: $874,668
Revenue: $29,409
Expenses: $150,660
Net income: -$121,251

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$0.71	$0.00	$0.71	$0.04	$0.16	$0.11
2023Detailed filing. Detailed filing data is available for this year.	$0.82	$0.00	$0.82	$0.24	$0.16	$0.08
2022Detailed filing. Detailed filing data is available for this year.	$0.74	$0.00	$0.74	$0.04	$0.16	$0.12
2021Detailed filing. Detailed filing data is available for this year.	$0.87	$0.00	$0.87	$0.03	$0.15	$0.12
2020Detailed filing. Detailed filing data is available for this year.	$1.00	$0.00	$1.00	$0.04	$0.12	$0.09
2019Detailed filing. Detailed filing data is available for this year.	$1.08	$0.00	$1.08	$0.07	$0.12	$0.06
2018Detailed filing. Detailed filing data is available for this year.	$1.14	$0.00	$1.14	$0.02	$0.13	$0.10
2017Detailed filing. Detailed filing data is available for this year.	$1.24	$0.00	$1.24	$0.05	$0.12	$0.08
2016Detailed filing. Detailed filing data is available for this year.	$1.31	$0.00	$1.31	$0.05	$0.15	$0.10
2015Detailed filing. Detailed filing data is available for this year.	$1.41	$0.00	$1.41	$0.18	$0.04	$0.14