Civic Intelligence

Peter Klerner Knoefel Fund

990PF • Fiscal year 2022 • EIN 45-6201332

Feb 01, 2021 to Jan 31, 2022 • Filed on May 05, 2022

Organization Profile
116 Allegheny Center Mall P8yb3502lPittsburgh, PA 15212

(412) 807-3902

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

29th percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

73rd percentile

24%

Higher net margin than 73% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

58th percentile

$40,647

Higher top officer pay than 58% of similar nonprofits.

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

57th percentile

2.1%

Faster asset growth than 57% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

91st percentile

114%

Faster revenue growth than 91% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$2,240,115

Up $46,334 (+2.1%) from 2021

Net Assets

Up

$2,240,115

Up $46,334 (+2.1%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin73rd percentile

Revenue

Up

$207,131

Up $110,333 (+114%) from 2021

Expenses

Up

$158,178

Up $6,443 (+4.2%) from 2021

Net Income

Up

$48,953

Up $103,890 (+189%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$3.0M$2.0M$1.0M$0Assets 2013: $2,108,928Liabilities 2013: $0Net Assets 2013: $2,108,9282013Assets 2014: $2,254,195Liabilities 2014: $0Net Assets 2014: $2,254,1952014Assets 2015: $2,262,279Liabilities 2015: $0Net Assets 2015: $2,262,2792015Assets 2016: $2,342,239Liabilities 2016: $0Net Assets 2016: $2,342,2392016Assets 2017: $2,232,554Liabilities 2017: $0Net Assets 2017: $2,232,5542017Assets 2018: $2,270,063Liabilities 2018: $0Net Assets 2018: $2,270,0632018Assets 2019: $2,249,711Liabilities 2019: $0Net Assets 2019: $2,249,7112019Assets 2020: $2,248,628Liabilities 2020: $0Net Assets 2020: $2,248,6282020Assets 2021: $2,193,781Liabilities 2021: $0Net Assets 2021: $2,193,7812021Assets 2022: $2,240,115Liabilities 2022: $0Net Assets 2022: $2,240,1152022Assets 2023: $2,172,785Liabilities 2023: $0Net Assets 2023: $2,172,7852023Assets 2024: $2,531,558Liabilities 2024: $0Net Assets 2024: $2,531,5582024Assets 2025: $2,534,108Liabilities 2025: $0Net Assets 2025: $2,534,1082025

Highlighted filing

2022

Assets$2,240,115
Liabilities$0
Net Assets$2,240,115
Open 2022 Filing

Operations Trend

Revenue Growth91st percentile

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

$600K$400K$200K$0-$200KExpenses 2013: $67,5832013Revenue 2014: $325,052Expenses 2014: $130,478Net Income 2014: $194,5742014Revenue 2015: $126,473Expenses 2015: $118,964Net Income 2015: $7,5092015Revenue 2016: $214,801Expenses 2016: $133,813Net Income 2016: $80,9882016Revenue 2017: $20,811Expenses 2017: $131,741Net Income 2017: -$110,9302017Revenue 2018: $169,539Expenses 2018: $131,316Net Income 2018: $38,2232018Revenue 2019: $124,912Expenses 2019: $145,265Net Income 2019: -$20,3532019Revenue 2020: $146,557Expenses 2020: $147,639Net Income 2020: -$1,0822020Revenue 2021: $96,798Expenses 2021: $151,735Net Income 2021: -$54,9372021Revenue 2022: $207,131Expenses 2022: $158,178Net Income 2022: $48,9532022Revenue 2023: $106,356Expenses 2023: $177,509Net Income 2023: -$71,1532023Revenue 2024: $515,325Expenses 2024: $155,699Net Income 2024: $359,6262024Revenue 2025: $175,611Expenses 2025: $171,783Net Income 2025: $3,8282025

Highlighted filing

2022

Revenue$207,131
Expenses$158,178
Net Income$48,953
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Feb 1, 2021 to Jan 31, 2022
Signed
May 5, 2022
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-TrusteePT$40,647-$40,647
Filing and Contact Details

Filer

Filer Name
Peter Klerner Knoefel Fund
EIN
45-6201332
Phone
4128073902
Address
116 ALLEGHENY CENTER MALL P8YB3502L, PITTSBURGH, PA 15212

Signing Officer

Name
Pnc Bank N a
Title
Vice President
Phone
4128073902
Signed
2022-05-05
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
2100 ONE PPG PLACE, PITTSBURGH, PA 15222
Preparer
Eric W Coursey
Phone
8445222059
Raw XML Appendix363 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
ExplnOfNonFilingWithAGStmt/ExplanationTxt0THE PETER KLERNER KNOEFEL FUND TRUST DOES NOT FILE A COPY OF FORM 990-PF WITH THE OFFICE OF THE ATTORNEY GENERAL IN KENTUCKY BECAUSE THE TRUST DOES NOT SOLICIT FUNDS IN THE STATE OF KENTUCKY AND THEREFORE THE ATTORNEY GENERAL DOES NOT WISH TO RECEIVE A COPY OF THE TAX RETURN.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0324625
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1261727
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2265375
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt369966
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4136029
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5122056
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7109000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt866449
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt975513
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt10144242
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11114645
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt12172666
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt13266285
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt001878T848 AB CONCENTRATED GROW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1057071854 BAIRD AGGREGATE BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt209260B382 BLACKROCK STRATEGIC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3314172560 FEDERATED HERMES STR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt431423A671 FEDERATED HERMES INT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5464287499 ISHARES RUSSELL MID-
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6464287614 ISHARES RUSSELL 1000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt746434V621 ISHARES CORE DIVIDEN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt852106N459 LAZARD GLOBAL LISTED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9552983694 MFS VALUE FUND CLASS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1069447T771 PACIFIC FUNDS FLOATI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11741479109 T ROWE PRICE GROWTH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1274256W584 PRINCIPAL MIDCAP FUN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13779578103 T ROWE PRICE VALUE F
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14922908686 VANGUARD SM-CAP INDX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15957663719 WESTERN ASSET TOT RE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16316092857 FIDELITY REAL ESTATE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1755273H353 MFS VALUE FUND-R6
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18741479406 T ROWE PR GROWTH STO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19779578301 T ROWE PRICE VALUE F
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20957663685 WESTERN ASSET TOTAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0330521
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1257975
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2364259
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3218368
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4359987
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5234750
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt697441
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7162370
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt883480
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt974257
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10229193
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11211525
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12222408
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13254027
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt076594
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0130537
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0207131
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0207131
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0130537
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt020323
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt020324
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt040647
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0115826
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0115826
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt076594
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt076594
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt048953
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0434997
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0130537
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0185924
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0883
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01705
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0136149
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt021207
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0158178
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0207131
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0207131
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt020323
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt021207
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt042352
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02019-12-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12017-12-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0150000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt179789
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt274671
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt030561
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt110974
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt22532
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt386470
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt486470
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt586470
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt030561
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt110974
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt22532
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0180561
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt190763
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt277203
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc03461.006 AB CONCENTRATED GROWTH-ADV
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc116996.804 FEDERATED HERMES STRATEGIC VALUE DIVIDEND FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc24687.5 LAZARD GLOBAL LISTED INFRASTRUCTURE PORTFOLIO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02021-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12021-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22021-08-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0130537
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt048953
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt03420
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0801
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02193781
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02240115
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0157490
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0157490
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0157490
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0160074
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02584
IRS990PF/DistributableAmountGrp/TotalTaxAmt02584
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02584
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02584
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02584
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01522
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01062
IRS990PF/FMVAssetsEOYAmt03112098
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt02193781
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt02240115
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0-5229
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0-5530
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0-5530
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt02190238
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt02228578
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IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
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IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt017067
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02193781
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02240115
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03112098
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02193781
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02240115
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02193781
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02240115
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt03250229
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03250229
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt048753
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0160074
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03201476
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt03250229
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt08
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0PNC BANK NA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt040647
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0116 ALLEGHENY CENTER MALL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0PITTSBURGH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd015212
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0136149
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0136149
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt00
IRS990PF/PFQualifyingDistributionsGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0116 ALLEGHENY CENTER MALL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PITTSBURGH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0PA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd015212
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0KY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0PNC BANK NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum04128073902
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0115826
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOOL OF PHARMACY RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0UNIV OF LOUISVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0ATTN GINA LANKSWERT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0FOUNDATION INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LOUISVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0402081451
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0115826
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt020323
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0115826
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0157490
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0136149
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0137167
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0115826
OtherDecreasesSchedule/OtherDecreasesDetail/Amt02713
OtherDecreasesSchedule/OtherDecreasesDetail/Amt1707
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0PRIOR YEAR ROC ADJUSTMENT
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1FY 2021 TRANSACTION POSTED IN FY 2022
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0801
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0FY 2020 TRANSACTION POSTED IN FY 2021
TaxesSchedule/TaxesDetail/Amt0822
TaxesSchedule/TaxesDetail/Amt1883
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1883
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PNC BANK N A
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04128073902
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PETER KLERNER KNOEFEL FUND
ReturnHeader/Filer/BusinessNameControlTxt0PETE
ReturnHeader/Filer/EIN0456201332
ReturnHeader/Filer/PhoneNum04128073902
ReturnHeader/Filer/USAddress/AddressLine1Txt0116 ALLEGHENY CENTER MALL P8YB3502L
ReturnHeader/Filer/USAddress/CityNm0PITTSBURGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd015212
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02100 ONE PPG PLACE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015222
ReturnHeader/PreparerPersonGrp/PhoneNum08445222059
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ERIC W COURSEY
ReturnHeader/ReturnTs02022-06-06T12:00:23-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PHYL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DIVINE
ReturnHeader/TaxPeriodBeginDt02021-02-01
ReturnHeader/TaxPeriodEndDt02022-01-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,240,115
Liabilities
$0
Net assets
$2,240,115
Revenue
$207,131
Expenses
$158,178
Net income
$48,953
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.53$0.00$2.53$0.18$0.17$0.00
2024Detailed filing. Detailed filing data is available for this year.$2.53$0.00$2.53$0.52$0.16$0.36
2023Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.11$0.18$0.07
2022Detailed filing. Detailed filing data is available for this year.$2.24$0.00$2.24$0.21$0.16$0.05
2021Detailed filing. Detailed filing data is available for this year.$2.19$0.00$2.19$0.10$0.15$0.05
2020Detailed filing. Detailed filing data is available for this year.$2.25$0.00$2.25$0.15$0.15$0.00
2019Detailed filing. Detailed filing data is available for this year.$2.25$0.00$2.25$0.12$0.15$0.02
2018Detailed filing. Detailed filing data is available for this year.$2.27$0.00$2.27$0.17$0.13$0.04
2017Detailed filing. Detailed filing data is available for this year.$2.23$0.00$2.23$0.02$0.13$0.11
2016Detailed filing. Detailed filing data is available for this year.$2.34$0.00$2.34$0.21$0.13$0.08
2015Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$0.13$0.12$0.01
2014Detailed filing. Detailed filing data is available for this year.$2.25$0.00$2.25$0.33$0.13$0.19
2013Detailed filing. Detailed filing data is available for this year.$2.11$0.00$2.11$0.07