Civic Intelligence

Trust UW Forrest Garrison

990PF • Fiscal year 2020 • EIN 55-6013642

Jan 01, 2020 to Dec 31, 2020 • Filed on Dec 21, 2021

Organization Profile
United Bank Trustee PO Box 393Charleston, WV 25322-0393

(304) 348-8400

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

11th percentile

-62%

Higher net margin than 11% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

27th percentile

-2.2%

Faster asset growth than 27% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

10th percentile

-50%

Faster revenue growth than 10% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$1,635,434

Down $36,752 (-2.2%) from 2019

Net Assets

$1,635,434

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin11th percentile

Revenue

Down

$60,213

Down $61,296 (-50%) from 2019

Expenses

Up

$97,415

Up $931 (+1.0%) from 2019

Net Income

Down

-$37,202

Down $62,227 (-249%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,622,661Liabilities 2011: $02011Assets 2012: $1,642,340Liabilities 2012: $02012Assets 2013: $1,684,519Liabilities 2013: $02013Assets 2014: $1,740,278Liabilities 2014: $02014Assets 2015: $1,708,449Liabilities 2015: $02015Assets 2019: $1,672,186Liabilities 2019: $02019Assets 2020: $1,635,434Liabilities 2020: $0Net Assets 2020: $1,635,4342020Assets 2021: $1,649,132Liabilities 2021: $0Net Assets 2021: $1,649,1322021Assets 2022: $1,570,706Liabilities 2022: $0Net Assets 2022: $1,570,7062022Assets 2023: $1,571,650Liabilities 2023: $12023

Highlighted filing

2020

Assets$1,635,434
Liabilities$0
Net Assets$1,635,434
Open 2020 Filing

Operations Trend

Revenue Growth10th percentile

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

$200K$100K$0-$100KRevenue 2011: $94,191Expenses 2011: $86,634Net Income 2011: $7,5572011Revenue 2012: $109,461Expenses 2012: $90,215Net Income 2012: $19,2462012Revenue 2013: $113,339Expenses 2013: $73,972Net Income 2013: $39,3672013Revenue 2014: $106,839Expenses 2014: $50,999Net Income 2014: $55,8402014Revenue 2015: $110,518Expenses 2015: $155,229Net Income 2015: -$44,7112015Revenue 2019: $121,509Expenses 2019: $96,484Net Income 2019: $25,0252019Revenue 2020: $60,213Expenses 2020: $97,415Net Income 2020: -$37,2022020Revenue 2021: $112,271Expenses 2021: $98,004Net Income 2021: $14,2672021Revenue 2022: $35,582Expenses 2022: $113,412Net Income 2022: -$77,8302022Revenue 2023: $79,758Expenses 2023: $123,442Net Income 2023: -$43,6842023

Highlighted filing

2020

Revenue$60,213
Expenses$97,415
Net Income-$37,202
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Dec 21, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
UNITED BANKTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Trust Uw Forrest Garrison
EIN
55-6013642
Phone
3043488400
Address
UNITED BANK TRUSTEE PO BOX 393, CHARLESTON, WV 25322-0393

Signing Officer

Name
John F Allevato
Title
Trustee
Phone
3043403885
Signed
2021-12-21
Discuss with paid preparer
Yes

Preparer

Firm
Brown Edwards & Company Llp
Address
707 VIRGINIA STREET EAST SUITE 300, CHARLESTON, WV 25301
Preparer
Kelli Vance
Phone
3043434188
Raw XML Appendix350 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/AccountingFeesDetail/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt10
AccountingFeesSchedule/AccountingFeesDetail/Amt0200
AccountingFeesSchedule/AccountingFeesDetail/Amt13301
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREP FEE UNITED
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt1TAX PREP FEE SPILMAN THOMAS
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt10
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0200
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt13301
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0PART I, LINE 13
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc1PART V, PART VII-A LINE 6, PART VII-B LINE 2A, PART XI LINE 6
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0COMPENSATION OF TRUSTEE
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt1DEDUCTION FROM DISTRIBUTABLE AMOUNT
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0FEES PAID TO THE TRUSTEE, UNITED NATIONAL BANK, ARE ALLOCATED 5% TO GRANTS MADE TO THE TRUST'S SOLE BENEFICIARY, THE BOROUGH OF SHICKSHINNEY, PENNSYLVANIA, BASED ON AN ESTIMATE OF TIME INVOLVED AND GENERAL OVERHEAD ATTRIBUTABLE TO DEALING WITH THE BENEFICIARY, HANDLING DISTRIBUTIONS TO A BANK IN SHICKSHINNEY FOR THE BENEFIT OF THE BOROUGH, DETERMINING THE AMOUNT OF THE DISTRIBUTION AND THE AMOUNT TO BE ADDED TO PRINCIPAL IN ACCORDANCE WITH THE TRUST INSTRUMENT, AND OTHER RELATED DUTIES.
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt1THIS TRUST WAS ESTABLISHED UNDER THE WILL OF FOREST L. GARRISON, WHO DIED IN 1934. THIS WILL PROVIDES THAT 80% OF THE NET INCOME OF THE TRUST SHALL BE DISTRIBUTED ANNUALLY TO THE BOROUGH OF SCHICKSHINNEY, PENNSYLVANIA, AND THAT THE REMAINING 20% OF NET INCOME SHALL BE ADDED TO THE PRINCIPAL OF THE TRUST.SUBSECTION 10(1)(3) OF THE TAX REFORM ACT OF 1969 PROVIDES THAT:IN THE CASE OF ORGANIZATIONS ORGANIZED BEFORE MAY 27, 1969, SECTION 4942 SHALL **** (B) NOT APPLY TO AN ORGANIZATION TO THE EXTENT ITS INCOME IS REQUIRED TO BE ACCUMULATED PURSUANT TO THE MANDATORY TERMS (AS IN EFFECT OF MAY 28, 1969 AND AT ALL TIMES THEREAFTER) OF AN INSTRUMENT EXECUTED BEFORE MAY 27, 1969 WITH RESPECT TO THE TRANSFER OF INCOME PRODUCING PROPERTY TO SUCH ORGANIZATION. ****. WITH RESPECT TO TAXABLE YEARS BEGINNING AFTER DECEMBER 31, 1971, SUBPARAGRAPH (B) **** SHALL APPLY ONLY DURING THE PENDENCY OF ANY JUDICIAL PROCEEDING BY THE PRIVATE FOUNDATION WHICH IS NECESSARY TO REFORM OR TO EXCUSE SUCH FOUNDATION FROM COMPLIANCE WITH, ITS GOVERNING INSTRUMENT **** AND IN THE CASE OF SUBPARAGRAPH (B) FOR ALL PERIODS AFTER THE TERMINATION OF SUCH JUDICIAL PROCEEDING DURING WHICH THE GOVERNING INSTRUMEENT OR ANY OTHER INSTRUMENT DOES NOT PERMIT COMPLIANCE WITH SUCH PROVISIONS.A JUDICIAL PROCEEDING WAS INSTITUTED IN 1971 IN THE CIRCUIT COURT OF KANAWHA COUNTY, WEST VIRGINIA, TO REFORM THE TERMS OF THE GARRISON TRUST. THE COURT DENIED THE TRUSTEE PERMISSION TO AMEND THE WILL TO ELIMINATE THE PROVISIONS REQUIRING THE RETENTION AND REINVESTMENT OF TWENTY PERCENT OF THE INCOME FROM THE TRUST ESTATE. A COPY OF THE DECREE OF THE CIRCUIT COURT OF KANAWHA COUNTY WAS ATTACHED TO THE RETURN FILED FOR THE TRUST ON FORM 5227 FOR THE YEAR 1977.ACCORDINGLY, TRUST U/W FOREST L. GARRISON IS NOT SUBJECT TO THE TAX IMPOSED BY SECTION 4942 FOR THE YEAR BECAUSE OF CALCULATING ITS REQUIRED DISTRIBUTIONS BASED ON 80% OF IT'S INCOME AS OPPOSED TO 100%.A COURT ORDER ENTERED ON AY 12, 2017 (DISCUSSED IN MORE DETAIL IN THE ATTACHMENT TO PART VII-A TO THE 2017 RETURN) MADE SOME ADDITIONAL MODIFICATIONS TO THE TRUST, BUT NONE THAT MODIFY THE 1977 COURT DECREE.
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm09647 SH PIMCO INVESTMENT GRADE CORP BOND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0100151
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0108915
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0109661
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1142946
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt232399
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3301889
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt453884
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5187558
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt671760
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt794395
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt8296081
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt9180024
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0129120
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1187062
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt243920
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3330945
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt455043
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5238693
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt680739
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7129573
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8353547
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9368861
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm01405 SH ISHARES CORE S&P SMALL-CAP ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16182 SH JOHCM INTERNATIONAL SELECT FUND INVESCO OPPENHEIMER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2795 SH INVESCO OPPENHEIMER INTERNATIONAL SMALL MID CO CLASS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm328118 SH BAIRD AGGREGATE BOND FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45521 SH FEDERATED HERMES INSTITUTIONAL HIGH YLD BOND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58837 SH FIDELITY MID CAP INDX INS PR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61312 SH FIRST EAGLE SOGEN GLOBAL FD 901
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75059 SH HARDING LOEVNER INST EMERGING MKTS I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm812810 SH VANGUARD HIGH YIELD DIVIDEND IND ADM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92827 SH VANGUARD GROWHT INDEX FUND
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt048038
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt055057
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt037322
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt022595
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0296
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt060213
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt060213
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt03501
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03501
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt037618
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt022595
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt01030
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt019570
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt020600
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt070594
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt070594
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt037322
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt037322
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt037322
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-37202
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0253784
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt0296
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0296
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0296
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt022595
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt036811
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0331
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02720
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt037618
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt071624
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt023402
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt097415
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt060213
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt060213
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01030
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt023402
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt026821
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt063080
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1165702
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt22407
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt03561
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt15270
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2313
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt313451
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt03561
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt15270
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2313
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt313451
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt066641
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1170972
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt22720
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt313451
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0UNITED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1UNITED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2UNITED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt022595
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt03561
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-37202
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0450
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01635434
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01672186
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01635434
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt018420
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt073679
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt092099
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt092099
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt092611
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0512
IRS990PF/DistributableAmountGrp/TotalTaxAmt0512
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt02487
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt01
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt01000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0512
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt02487
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0512
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0512
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt03000
IRS990PF/FMVAssetsEOYAmt02098123
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0931127
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0931127
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0100151
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0108915
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01626201
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01470597
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01917503
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0741059
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0704307
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt045985
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt016648
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt016648
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01672186
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01635434
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02098123
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01672186
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01635434
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01672186
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01635434
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt048038
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt055057
IRS990PF/InitialReturnFormerPubChrtyInd0X
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01880431
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt057338
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01823093
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt028206
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt092611
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01852225
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01880431
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0UNITED BANK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 393
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CHARLESTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0WV
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0253220393
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt071624
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt071624
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt071624
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0UNITED BANK TRUST DEPARTMENT
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0UNITED CENTER
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CHARLESTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WV
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd025301
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WV
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum03043488400
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt070594
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT OF CITIZENS OF SHICKSHINNEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0BOROUGH OF SHICKSHINNEY PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt035 W UNION STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SHICKSHINNEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd018655
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt070594
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt05000
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt066624
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt073679
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt071624
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt068679
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt066624
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0450
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ADJ FOR ACC. INC.
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/Amt0331
TaxesSchedule/TaxesDetail/Amt12389
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAXES PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0331
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN F ALLEVATO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03043403885
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-12-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TRUST UW FORREST GARRISON
ReturnHeader/Filer/BusinessNameControlTxt0FORE
ReturnHeader/Filer/EIN0556013642
ReturnHeader/Filer/PhoneNum03043488400
ReturnHeader/Filer/USAddress/AddressLine1Txt0UNITED BANK TRUSTEE PO BOX 393
ReturnHeader/Filer/USAddress/CityNm0CHARLESTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WV
ReturnHeader/Filer/USAddress/ZIPCd0253220393
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0540504608
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BROWN EDWARDS & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0707 VIRGINIA STREET EAST SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHARLESTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WV
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd025301
ReturnHeader/PreparerPersonGrp/PhoneNum03043434188
ReturnHeader/PreparerPersonGrp/PreparationDt02021-12-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KELLI VANCE
ReturnHeader/ReturnTs02021-12-21T10:10:17-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOHN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ALLEVATO
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,635,434
Liabilities
$0
Net assets
$1,635,434
Revenue
$60,213
Expenses
$97,415
Net income
-$37,202
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$1.57$0.00$0.08$0.12$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.04$0.11$0.08
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.65$0.00$1.65$0.11$0.10$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.06$0.10$0.04
2019Summary only. Only limited summary data is available for this year.$1.67$0.00$0.12$0.10$0.03
2015Summary only. Only limited summary data is available for this year.$1.71$0.00$0.11$0.16$0.04
2014Summary only. Only limited summary data is available for this year.$1.74$0.00$0.11$0.05$0.06
2013Summary only. Only limited summary data is available for this year.$1.68$0.00$0.11$0.07$0.04
2012Summary only. Only limited summary data is available for this year.$1.64$0.00$0.11$0.09$0.02
2011Summary only. Only limited summary data is available for this year.$1.62$0.00$0.09$0.09$0.01
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • $1M-$5M nonprofits