Civic Intelligence

Ernest D Schwartz Trust UW

990PF • Fiscal year 2012 • EIN 25-6564836

Jan 01, 2012 to Dec 31, 2012 • Filed on Mar 16, 2013

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

35th percentile

0.00x

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

2012 filings • $500k-$1M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

85th percentile

$8,358

Higher top officer pay than 85% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Source year 2012

Asset Growth

57th percentile

2.3%

Faster asset growth than 57% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$727,225

Up $16,305 (+2.3%) from 2011

Net Assets

Up

$727,225

Up $16,305 (+2.3%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$47,364

Up $840 (+1.8%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$1.0M$500K$0Assets 2010: $721,153Liabilities 2010: $0Net Assets 2010: $721,1532010Assets 2011: $710,920Liabilities 2011: $0Net Assets 2011: $710,9202011Assets 2012: $727,225Liabilities 2012: $0Net Assets 2012: $727,2252012Assets 2013: $761,420Liabilities 2013: $0Net Assets 2013: $761,4202013Assets 2014: $782,203Liabilities 2014: $0Net Assets 2014: $782,2032014Assets 2015: $797,281Liabilities 2015: $0Net Assets 2015: $797,2812015Assets 2016: $775,691Liabilities 2016: $0Net Assets 2016: $775,6912016Assets 2017: $781,958Liabilities 2017: $0Net Assets 2017: $781,9582017Assets 2018: $860,336Liabilities 2018: $0Net Assets 2018: $860,3362018Assets 2019: $931,864Liabilities 2019: $0Net Assets 2019: $931,8642019Assets 2020: $897,444Liabilities 2020: $0Net Assets 2020: $897,4442020Assets 2021: $924,302Liabilities 2021: $0Net Assets 2021: $924,3022021Assets 2022: $860,791Liabilities 2022: $0Net Assets 2022: $860,7912022Assets 2023: $817,824Liabilities 2023: $0Net Assets 2023: $817,8242023Assets 2024: $812,192Liabilities 2024: $0Net Assets 2024: $812,1922024

Highlighted filing

2012

Assets$727,225
Liabilities$0
Net Assets$727,225
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0-$50K-$100KExpenses 2010: $42,2972010Expenses 2011: $46,5242011Expenses 2012: $47,3642012Revenue 2013: $82,387Expenses 2013: $48,192Net Income 2013: $34,1952013Revenue 2014: $95,526Expenses 2014: $60,977Net Income 2014: $34,5492014Revenue 2015: $59,302Expenses 2015: $44,212Net Income 2015: $15,0902015Revenue 2016: $32,820Expenses 2016: $54,409Net Income 2016: -$21,5892016Revenue 2017: $62,022Expenses 2017: $55,743Net Income 2017: $6,2792017Revenue 2018: $134,537Expenses 2018: $56,157Net Income 2018: $78,3802018Revenue 2019: $131,486Expenses 2019: $59,962Net Income 2019: $71,5242019Revenue 2020: $25,907Expenses 2020: $58,544Net Income 2020: -$32,6372020Revenue 2021: $86,263Expenses 2021: $59,519Net Income 2021: $26,7442021Revenue 2022: $1,416Expenses 2022: $64,938Net Income 2022: -$63,5222022Revenue 2023: $19,844Expenses 2023: $63,540Net Income 2023: -$43,6962023Revenue 2024: $48,436Expenses 2024: $53,708Net Income 2024: -$5,2722024

Highlighted filing

2012

Revenue-
Expenses$47,364
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Mar 16, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PNC BANK NATrustee-$8,358-$8,358
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantGETTYSBURG COLLEGESCHOLARSHIP AID TO WORTHY STUDENT(S)PUBLIC CHARITYGETTYSBURG, PA, US$18,988
Paid GrantLUTHERAN THEOLOGICAL SEMINARYSCHOLARSHIP AID TO WORTHY STUDENT(S)PUBLIC CHARITYGETTYSBURG, PA, US$18,988
Filing and Contact Details

Filer

EIN
25-6564836
Raw XML Appendix317 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
AccountingFeesSchedule/AccountingFees/Amount0700
AccountingFeesSchedule/AccountingFees/Category0TAX RETURN PREPARATION
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps0700
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome00
AllOthProgRltdInvestmentsSch/AllOthProgRltdInvestments/Amount00
AllOthProgRltdInvestmentsSch/AllOthProgRltdInvestments/Description0N/A
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue0226633
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV0288256
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0COMMON STOCKS
InvestmentsOtherSchedule2/InvestmentsOther/BookValue0256946
InvestmentsOtherSchedule2/InvestmentsOther/BookValue1225092
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0MUTUAL FUNDS - FIXED
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem1MUTUAL FUNDS - EQUITY
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV0260534
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV1262256
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV0AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV1AT COST
IRS990PF/AddressChange0X
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount020769
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount042855
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount012
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/Description0REFUND OF FEDERAL EXCISE TAX
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/ExclusionAmount033
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount063669
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome00
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount00
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA063669
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps0700
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss0700
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm047169
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps0836
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm07522
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss08358
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps037976
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss037976
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm020769
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss020769
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses016305
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice0290902
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm012
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss012
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss042855
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome060418
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm04
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss04
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnss033
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm06
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss0326
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps039512
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm07532
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss047364
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome067950
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses063669
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps01536
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm07532
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss09388
IRS990PF/BalanceSheets/CapitalStockBOY0682483
IRS990PF/BalanceSheets/CapitalStockEOY0716381
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY0213188
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY0226633
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV0288256
IRS990PF/BalanceSheets/InvestmentsOtherBOY0460056
IRS990PF/BalanceSheets/InvestmentsOtherEOY0482038
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV0522790
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusBOY00
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusEOY00
IRS990PF/BalanceSheets/RetainedEarningsBOY028437
IRS990PF/BalanceSheets/RetainedEarningsEOY010844
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY037676
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY018554
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV018554
IRS990PF/BalanceSheets/TotalAssetsBOY0710920
IRS990PF/BalanceSheets/TotalAssetsEOY0727225
IRS990PF/BalanceSheets/TotalAssetsEOYFMV0829600
IRS990PF/BalanceSheets/TotalLiabilitiesBOY00
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0710920
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0727225
IRS990PF/BalanceSheets/TotalNetAssetsBOY0710920
IRS990PF/BalanceSheets/TotalNetAssetsEOY0727225
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome047169
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis0243733
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0SALES OF PUBLICLY TRADED SECURITIES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1CAPITAL GAINS DIVIDENDS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss043437
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss13732
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses043437
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses13732
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice0287170
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice13732
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses016305
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases00
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0727225
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0710920
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0727225
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted039081
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj039081
IRS990PF/DistributableAmount/DistributableAmountBeforeDed039081
IRS990PF/DistributableAmount/MinimumInvestmentReturn040289
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome01208
IRS990PF/DistributableAmount/TotalTax01208
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment0640
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax01208
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal01208
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome01208
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue0568
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments0640
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0829600
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0818054
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances00
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0818054
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable012271
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn040289
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0805783
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0818054
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition02.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation08358
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0PNC BANK NA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10620 LIBERTY AVENUE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0PITTSBURGH
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0PA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode015222
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct041443
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets040839
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.050682
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.046375
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.045864
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.059927
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.056012
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.045230
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax00
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0805783
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10802450
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20762545
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30700587
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear40848162
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear50968244
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome0604
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions039512
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1037214
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2034973
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3041984
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4047507
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5043794
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.253408
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions039512
IRS990PF/QualifyingDistributions/ExpensesAndContributions039512
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm00
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions039512
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported00
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract00
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets01
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10PNC BANK N A
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber04127685892
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/Amount018988
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount118988
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0SCHOLARSHIP AID TO WORTHY STUDENT(S)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1SCHOLARSHIP AID TO WORTHY STUDENT(S)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10GETTYSBURG COLLEGE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11LUTHERAN THEOLOGICAL SEMINARY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10300 N WASHINGTON STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1161 W CONFEDERATE AVENUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0GETTYSBURG
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1GETTYSBURG
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0PA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1PA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode017325
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode117325
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear037976
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/AppliedToCurrentYear01536
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear1037976
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted039081
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions039512
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus00
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover00
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY037545
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear037976
OtherExpensesSchedule/OtherExpenses/Description0PROCESSING FEE ON FOREIGN DIVIDEND
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps00
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome04
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks04
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome033
OtherIncomeSchedule2/OtherIncome/Description0REFUND OF FEDERAL EXCISE TAX
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks033
TaxesSchedule/Taxes/Amount06
TaxesSchedule/Taxes/Amount1320
TaxesSchedule/Taxes/Category0FOREIGN TAXES PAID
TaxesSchedule/Taxes/Category1ESTIMATED FEDERAL EXCISE TAX PAID
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/DisbursementsCharitablePrps10
TaxesSchedule/Taxes/NetInvestmentIncome06
TaxesSchedule/Taxes/NetInvestmentIncome10
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0256564836
ReturnHeader/Filer/Name/BusinessNameLine10ERNEST D SCHWARTZ TRUST UW
ReturnHeader/Filer/NameControl0SCHW
ReturnHeader/Filer/Phone04127685892
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/DateSigned02013-03-16
ReturnHeader/Officer/Name0JOHN ALRUTZ
ReturnHeader/Officer/Phone04127685892
ReturnHeader/Officer/Title0ASSISTANT VICE PRESIDENT
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-03-15T06:36:56-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$727,225
Liabilities
$0
Net assets
$727,225
Revenue
-
Expenses
$47,364
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.12$0.00$8.12$0.48$0.54$0.05
2023Detailed filing. Detailed filing data is available for this year.$8.18$0.00$8.18$0.20$0.64$0.44
2022Detailed filing. Detailed filing data is available for this year.$8.61$0.00$8.61$0.01$0.65$0.64
2021Detailed filing. Detailed filing data is available for this year.$9.24$0.00$9.24$0.86$0.60$0.27
2020Detailed filing. Detailed filing data is available for this year.$8.97$0.00$8.97$0.26$0.59$0.33
2019Detailed filing. Detailed filing data is available for this year.$9.32$0.00$9.32$1.31$0.60$0.72
2018Detailed filing. Detailed filing data is available for this year.$8.60$0.00$8.60$1.35$0.56$0.78
2017Detailed filing. Detailed filing data is available for this year.$7.82$0.00$7.82$0.62$0.56$0.06
2016Detailed filing. Detailed filing data is available for this year.$7.76$0.00$7.76$0.33$0.54$0.22
2015Detailed filing. Detailed filing data is available for this year.$7.97$0.00$7.97$0.59$0.44$0.15
2014Detailed filing. Detailed filing data is available for this year.$7.82$0.00$7.82$0.96$0.61$0.35
2013Detailed filing. Detailed filing data is available for this year.$7.61$0.00$7.61$0.82$0.48$0.34
2012Detailed filing. Detailed filing data is available for this year.$7.27$0.00$7.27$0.47
2011Detailed filing. Detailed filing data is available for this year.$7.11$0.00$7.11$0.47
2010Detailed filing. Detailed filing data is available for this year.$7.21$0.00$7.21$0.42