Civic Intelligence

Helen Coard Irrevocable Trust

990PF • Fiscal year 2016 • EIN 26-2602340

Jan 01, 2016 to Dec 31, 2016 • Filed on Apr 09, 2017

Organization Profile
620 Liberty Avenue 10th FloorPittsburgh, PA 15222-2705

(412) 762-0861

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

12th percentile

-48%

Higher net margin than 12% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

45th percentile

$7,822

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 19.0% of source-year revenue.

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

36th percentile

-1.9%

Faster asset growth than 36% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

70th percentile

12%

Faster revenue growth than 70% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$1,030,129

Down $19,763 (-1.9%) from 2015

Net Assets

Down

$1,030,129

Down $19,763 (-1.9%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin12th percentile

Revenue

Up

$41,154

Up $4,369 (+12%) from 2015

Expenses

Down

$61,088

Down $672 (-1.1%) from 2015

Net Income

Up

-$19,934

Up $5,041 (+20%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$1.5M$1.0M$500K$0Assets 2010: $796,815Liabilities 2010: $0Net Assets 2010: $796,8152010Assets 2011: $813,048Liabilities 2011: $0Net Assets 2011: $813,0482011Assets 2012: $848,577Liabilities 2012: $0Net Assets 2012: $848,5772012Assets 2013: $932,379Liabilities 2013: $0Net Assets 2013: $932,3792013Assets 2014: $1,075,146Liabilities 2014: $0Net Assets 2014: $1,075,1462014Assets 2015: $1,049,892Liabilities 2015: $0Net Assets 2015: $1,049,8922015Assets 2016: $1,030,129Liabilities 2016: $0Net Assets 2016: $1,030,1292016Assets 2017: $1,060,622Liabilities 2017: $0Net Assets 2017: $1,060,6222017Assets 2018: $1,057,320Liabilities 2018: $0Net Assets 2018: $1,057,3202018Assets 2019: $1,057,697Liabilities 2019: $0Net Assets 2019: $1,057,6972019Assets 2020: $1,039,407Liabilities 2020: $0Net Assets 2020: $1,039,4072020Assets 2021: $1,063,959Liabilities 2021: $0Net Assets 2021: $1,063,9592021Assets 2022: $1,006,694Liabilities 2022: $0Net Assets 2022: $1,006,6942022Assets 2023: $1,005,191Liabilities 2023: $0Net Assets 2023: $1,005,1912023Assets 2024: $1,005,996Liabilities 2024: $0Net Assets 2024: $1,005,9962024

Highlighted filing

2016

Assets$1,030,129
Liabilities$0
Net Assets$1,030,129
Open 2016 Filing

Operations Trend

Revenue Growth70th percentile

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

$200K$100K$0-$100KExpenses 2010: $20,5462010Expenses 2011: $52,3202011Expenses 2012: $58,4612012Revenue 2013: $143,351Expenses 2013: $59,549Net Income 2013: $83,8022013Revenue 2014: $164,021Expenses 2014: $59,471Net Income 2014: $104,5502014Revenue 2015: $36,785Expenses 2015: $61,760Net Income 2015: -$24,9752015Revenue 2016: $41,154Expenses 2016: $61,088Net Income 2016: -$19,9342016Revenue 2017: $90,836Expenses 2017: $60,418Net Income 2017: $30,4182017Revenue 2018: $57,283Expenses 2018: $60,540Net Income 2018: -$3,2572018Revenue 2019: $65,161Expenses 2019: $64,887Net Income 2019: $2742019Revenue 2020: $45,783Expenses 2020: $63,011Net Income 2020: -$17,2282020Revenue 2021: $90,188Expenses 2021: $64,607Net Income 2021: $25,5812021Revenue 2022: $15,758Expenses 2022: $73,307Net Income 2022: -$57,5492022Revenue 2023: $63,329Expenses 2023: $65,402Net Income 2023: -$2,0732023Revenue 2024: $66,564Expenses 2024: $65,595Net Income 2024: $9692024

Highlighted filing

2016

Revenue$41,154
Expenses$61,088
Net Income-$19,934
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Apr 9, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay45th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PNC BANK NATrustee-$7,822-$7,822
Filing and Contact Details

Filer

Filer Name
Helen Coard Irrevocable Trust
EIN
26-2602340
Phone
4127620861
Address
620 LIBERTY AVENUE 10TH FLOOR, PITTSBURGH, PA 15222-2705

Signing Officer

Name
Pnc Bank N a by
Title
Vice President
Phone
4127620861
Signed
2017-04-09
Raw XML AppendixShowing 400 of 597 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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ExplnOfNonFilingWithAGStmt/ExplanationTxt0THIS TRUST DOES NOT PROVIDE A COPY OF FORM 990-PF TO THE OHIO ATTORNEY ATTORNEY GENERAL BECAUSE, IN LIEU THEREOF, IT IS REQUIRED TO FILE AN ON-LINE ANNUAL REPORT WITH THE OHIO ATTORNEY GENERAL'S OFFICE AT www.ohioattorneygeneral.gov
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0636293
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt142000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0MUTUAL FUNDS - EQUITY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1MUTUAL FUNDS - FIXED
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt141601
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt194497
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt204880
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt21-892
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt22-243
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt23-2376
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt243256
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt252050
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt010000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt110000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt21061
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt37999
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4128
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt59178
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt68966
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7360
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt8112
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt910000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt103000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1110000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1210084
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1310000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt148351
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1510000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1616870
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1729387
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1824993
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1919500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2010856
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2110000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2210000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2310000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2410000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2545248
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2611800
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt277551
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2811838
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2938166
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3023930
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3153519
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3210350
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3353342
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3438000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3521152
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc010000. COOPER US INC SR NTS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc110000. EI DU PONT DE NEMOUR & C SR NTS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2157.903 AMERICAN CENTURY SMALL CAP VALUE FD#486
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc31190.347 AMERICAN CENTURY SMALL CAP VALUE FD#486
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc43.376 ROWE PRICE NEW HORIZONS FUND INC CAP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5242.685 ROWE PRICE NEW HORIZONS FUND INC CAP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc610000. MARATHON OIL CORP NOTES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc710.941 MFS VALUE FUND CLASS I FUND 893
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc86.453 MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND CLASS I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc910000. GLAXOSMITHKLINE CAP INC COGT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc103000. USA SAVING BONDS SERIES HH DTD 02/01/1996 DUE 02/01/2016
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1110000. WAL-MART STORES INC UNSC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1210000. OCCIDENTAL PETROLEUM COR SR UNSEC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1310000. MERCK & CO INC UNSC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14253. DB X-TRACKERS MSCI JAPAN HDG ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1510000. PROCTER & GAMBLE CO/THE SR UNSEC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16662. DEUTSCHE X-TRACKERS MSCI EUR ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17241. ISHARES TR S&P 500/BARRA GROWTH INDEX FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18261. ISHARES TR S&P 500/BARRA VALUE INDEX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19541.968 MFS VALUE FUND CLASS I FUND 893
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2010000. ABBOTT LABORATORIES SR UNSEC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2110000. AMERICAN HONDA FINANCE UNSC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2210000. MORGAN STANLEY SR UNSEC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2310000. BECTON DICKINSON SR UNSEC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2410000. AMGEN INC SR UNSEC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc251770.953 ARTISAN INTERNATIONAL FD-ADV
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc26297.604 DODGE & COX INTERNATIONAL STOCK FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2761. ISHARES TR S&P 500/BARRA GROWTH INDEX FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc28115. ISHARES TR S&P 500/BARRA VALUE INDEX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc29210. ISHARES TR RUSSELL MIDCAP INDEX FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc30314. ISHARES DJ US REAL ESTATE FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc311177. ISHARES EDGE MSCI MIN VOL USA ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc32591.767 MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND CLASS I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc33931.738 HARBOR FD CAP APPRECIATION FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc341040.241 MFS VALUE FUND CLASS I FUND 893
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc35116. ISHARES TR RUSSELL MIDCAP INDEX FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc36CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02016-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12016-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22016-01-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32016-01-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42016-01-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52016-01-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62016-02-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72016-03-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82016-03-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92016-03-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102016-04-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112016-04-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122016-05-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132016-05-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142016-05-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152016-08-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162016-08-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172016-08-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182016-08-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192016-08-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202016-09-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt212016-10-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt222016-10-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt232016-11-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt242016-11-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt252016-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt262016-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt272016-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt282016-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt292016-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt302016-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt312016-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt322016-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt332016-12-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt342016-12-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt352016-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt022242
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-19934
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0135
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0306
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01030264
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01049892
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01030129
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt051470
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt051470
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt051470
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt051826
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0356
IRS990PF/DistributableAmountGrp/TotalTaxAmt0356
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0296
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0356
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0356
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0356
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt060
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0296
IRS990PF/FMVAssetsEOYAmt01053782
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01042933
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt01023863
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt029500
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0278387
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0277620
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0667410
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0678293
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0702713
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt06959
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt06266
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt023033
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt046949
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt046949
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01049892
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01030129
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01053782
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01049892
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01030129
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01049892
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01030129
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0329949
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt026500
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt026500
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01052294
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01052294
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt015784
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt051826
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01036510
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01052294
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt07822
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0PNC BANK NA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0620 LIBERTY AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0PITTSBURGH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd015222
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt047216
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt047572
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt052477
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt048754
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt047067
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt047413
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt039576
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.045553
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.048202
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.044621
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.045667
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.048174
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.041103
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0356
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01036510
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01088680
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01092618
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01030654
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0984202
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0962846
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt053823
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.227767
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt053467
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt053823

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,030,129
Liabilities
$0
Net assets
$1,030,129
Revenue
$41,154
Expenses
$61,088
Net income
-$19,934
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.07$0.07$0.00
2023Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.06$0.07$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.02$0.07$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.09$0.06$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.05$0.06$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.07$0.06$0.00
2018Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.06$0.06$0.00
2017Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.09$0.06$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.04$0.06$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.04$0.06$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.16$0.06$0.10
2013Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.14$0.06$0.08
2012Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.06
2011Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.05
2010Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.02