Jones Gertrude Char Trust

990PF • Fiscal year 2017 • EIN 34-6511324

Jun 01, 2016 to May 31, 2017 • Filed on Oct 10, 2017

Organization Profile

116 Allegheny Center Mall P8-yb35-Pittsburgh, PA 15212

(412) 768-9969

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.

2017 filings • $1M-$5M nonprofits • Source year 2017

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

-47%

Higher net margin than 9% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

$31,278

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 19.6% of source-year revenue.

2017 filings • $1M-$5M nonprofits • Source year 2017

-2.1%

Faster asset growth than 29% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

-30%

Faster revenue growth than 10% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet

Liabilities / Assets25th percentile

Assets

Down

$3,506,236

Down $74,830 (-2.1%) from 2016

Net Assets

Down

$3,506,236

Down $74,830 (-2.1%) from 2016

Liabilities

Flat

Flat from 2016

Revenue And Expenses

Liabilities / Revenue25th percentile Net Margin9th percentile

Revenue

Down

$159,830

Down $66,937 (-30%) from 2016

Expenses

Down

$234,661

Down $19,173 (-7.6%) from 2016

Net Income

Down

-$74,831

Down $47,764 (-176%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

Highlighted filing

2017

Assets$3,506,236

Liabilities$0

Net Assets$3,506,236

Open 2017 Filing

Operations Trend

Revenue Growth10th percentile

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

Highlighted filing

2017

Revenue$159,830

Expenses$234,661

Net Income-$74,831

Open 2017 Filing

Jump To

Filing Snapshot

Filing Period: Jun 1, 2016 to May 31, 2017
Signed: Oct 10, 2017
Return Version: 2016v3.0

Compensation and Service Providers

Top Officer Pay52nd percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
PNC BANK NA	Trustee	PT	$31,278	-	$31,278

Filing and Contact Details

Filer

Filer Name: Jones Gertrude Char Trust
EIN: 34-6511324
Phone: 4127689969
Address: 116 ALLEGHENY CENTER MALL P8-YB35-, PITTSBURGH, PA 15212

Signing Officer

Name: Pnc Bank N a by
Title: Vice President
Phone: 4127689969
Signed: 2017-10-10

Raw XML Appendix334 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/ExplanationTxt	0	THIS TRUST DOES NOT PROVIDE A COPY OF FORM 990-PF TO THE OHIO 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
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	1	MUTUAL FUNDS - EQUITIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	0	1389759
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	1	2808771
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IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	116 ALLEGHENY CENTER MALL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	PITTSBURGH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	PA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	15212
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NECTFilingInLieuOFForm1041Ind	0	X
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	OH
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	PNC BANK NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	4127689969
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	201476
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	BLANCHARD VALLEY HEALTH ASSOC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt	0	C/O SHARON SWARTZ ACCT MANAGER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	1900 S MAIN ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	FINDLAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	458401239
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	201476
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	198772
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	198772
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	36404
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	21431
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	9808
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	11635
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	20959
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	20959
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	97821
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	18543
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	36404
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	21431
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	9808
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	11635
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr	0	2014
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	217315
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	18543
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	118780
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	100237
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	STATE FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	200
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	200
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	FEDERAL TAX REFUND FROM PRIOR YEAR
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	0	0
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	1574
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	1
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	ROUNDING ADJ FOR SALES AND TRANSACTIONS
TaxesSchedule/TaxesDetail/Amt	0	1056
TaxesSchedule/TaxesDetail/Amt	1	651
TaxesSchedule/TaxesDetail/CategoryTxt	0	FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/CategoryTxt	1	FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	1	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	651
ReturnHeader/BuildTS	0	2017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	PNC BANK N A BY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	4127689969
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2017-10-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	JONES GERTRUDE CHAR TRUST
ReturnHeader/Filer/BusinessNameControlTxt	0	JONE
ReturnHeader/Filer/EIN	0	346511324
ReturnHeader/Filer/PhoneNum	0	4127689969
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	116 ALLEGHENY CENTER MALL P8-YB35-
ReturnHeader/Filer/USAddress/CityNm	0	PITTSBURGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	PA
ReturnHeader/Filer/USAddress/ZIPCd	0	15212
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId	0	B62B456F261951C798FA00B8391BA4DFFBFA8205
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId	0	1CC7BA5074E8AB1797D9DE59A1DFA746CF600023
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd	0	P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt	0	161.150.240.1
ReturnHeader/ReturnTs	0	2017-10-12T15:00:24-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2016-06-01
ReturnHeader/TaxPeriodEndDt	0	2017-05-31
ReturnHeader/TaxYr	0	2016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $3,506,236
Liabilities: $0
Net assets: $3,506,236
Revenue: $159,830
Expenses: $234,661
Net income: -$74,831

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.	$4.20	$0.00	$4.20	$0.17	$0.22	$0.05
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$4.25	$0.00	$4.25	$0.06	$0.21	$0.15
2023Detailed filing. Detailed filing data is available for this year.	$4.40	$0.00	$4.40	$0.15	$0.27	$0.12
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$4.52	$0.00	$4.52	$0.93	$0.26	$0.66
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$3.86	$0.00	$3.86	$0.24	$0.24	$0.00
2020Detailed filing. Detailed filing data is available for this year.	$3.86	$0.00	$3.86	$0.13	$0.24	$0.11
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$3.97	$0.00	$3.97	$0.08	$0.28	$0.20
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$4.17	$0.00	$4.17	$0.90	$0.24	$0.67
2017Detailed filing. Detailed filing data is available for this year.	$3.51	$0.00	$3.51	$0.16	$0.23	$0.07
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$3.58	$0.00	$3.58	$0.23	$0.25	$0.03
2015Detailed filing. Detailed filing data is available for this year.	$3.61	$0.00	$3.61	$0.49	$0.25	$0.24
2014Detailed filing. Detailed filing data is available for this year.	$3.39	$0.00	$3.39	$0.27	$0.23	$0.03
2013Detailed filing. Detailed filing data is available for this year.	$3.34	$0.00	$3.34		$0.23
2012Detailed filing. Detailed filing data is available for this year.	$3.38	$0.00	$3.38		$0.21
2011Detailed filing. Detailed filing data is available for this year.	$3.07	$0.00	$3.07		$0.21