Civic Intelligence

Jess W Owen Trust UW

990PF • Fiscal year 2013 • EIN 61-6022980

Jun 01, 2012 to May 31, 2013 • Filed on Jun 17, 2013

Organization Profile
PO Box 609Pittsburgh, PA 15230-9738
Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

Higher debt load relative to assets than 27% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

31st percentile

0.00x

Higher debt load relative to revenue than 31% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Net Margin

10th percentile

-48%

Higher net margin than 10% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

50th percentile

$6,100

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 12.4% of source-year revenue.

2013 filings • $1M-$5M nonprofits • Source year 2013

Asset Growth

31st percentile

-2.1%

Faster asset growth than 31% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets27th percentile

Assets

Down

$1,136,775

Down $23,814 (-2.1%) from 2012

Net Assets

Down

$1,136,775

Down $23,814 (-2.1%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin10th percentile

Revenue

$49,104

No earlier filing loaded for comparison.

Expenses

Up

$72,918

Up $4,792 (+7.0%) from 2012

Net Income

-$23,814

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,200,457Liabilities 2011: $0Net Assets 2011: $1,200,4572011Assets 2012: $1,160,589Liabilities 2012: $0Net Assets 2012: $1,160,5892012Assets 2013: $1,136,775Liabilities 2013: $0Net Assets 2013: $1,136,7752013Assets 2014: $1,108,649Liabilities 2014: $1Net Assets 2014: $1,108,6492014Assets 2015: $1,174,271Liabilities 2015: $1Net Assets 2015: $1,174,2712015Assets 2016: $1,138,653Liabilities 2016: $1Net Assets 2016: $1,138,6532016Assets 2017: $1,328,962Liabilities 2017: $0Net Assets 2017: $1,328,9622017Assets 2018: $1,337,401Liabilities 2018: $0Net Assets 2018: $1,337,4012018Assets 2019: $1,599,495Liabilities 2019: $0Net Assets 2019: $1,599,4952019Assets 2020: $1,571,659Liabilities 2020: $1Net Assets 2020: $1,571,6592020Assets 2021: $1,688,240Liabilities 2021: $1Net Assets 2021: $1,688,2402021Assets 2022: $1,683,951Liabilities 2022: $1Net Assets 2022: $1,683,9512022Assets 2023: $1,551,568Liabilities 2023: $1Net Assets 2023: $1,551,5682023Assets 2024: $1,541,147Liabilities 2024: $0Net Assets 2024: $1,541,1472024Assets 2025: $1,388,828Liabilities 2025: $0Net Assets 2025: $1,388,8282025

Highlighted filing

2013

Assets$1,136,775
Liabilities$0
Net Assets$1,136,775
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$200K$0-$200KExpenses 2011: $53,6812011Expenses 2012: $68,1262012Revenue 2013: $49,104Expenses 2013: $72,918Net Income 2013: -$23,8142013Revenue 2014: $49,809Expenses 2014: $77,935Net Income 2014: -$28,1262014Revenue 2015: $153,034Expenses 2015: $87,408Net Income 2015: $65,6262015Revenue 2016: $51,484Expenses 2016: $87,102Net Income 2016: -$35,6182016Revenue 2017: $274,549Expenses 2017: $83,692Net Income 2017: $190,8572017Revenue 2018: $98,667Expenses 2018: $90,773Net Income 2018: $7,8942018Revenue 2019: $352,960Expenses 2019: $90,866Net Income 2019: $262,0942019Revenue 2020: $60,283Expenses 2020: $88,119Net Income 2020: -$27,8362020Revenue 2021: $194,072Expenses 2021: $75,856Net Income 2021: $118,2162021Revenue 2022: $87,827Expenses 2022: $92,589Net Income 2022: -$4,7622022Revenue 2023: -$33,481Expenses 2023: $96,772Net Income 2023: -$130,2532023Revenue 2024: $81,524Expenses 2024: $93,496Net Income 2024: -$11,9722024Revenue 2025: $84,979Expenses 2025: $237,508Net Income 2025: -$152,5292025

Highlighted filing

2013

Revenue$49,104
Expenses$72,918
Net Income-$23,814
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2012 to May 31, 2013
Signed
Jun 17, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PNC BANK NATrustee-$6,100-$6,100
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantKOSAIR CHILDRENS HOSPITALGENERAL SUPPORTPUBLIC CHARITYLOUISVILLE, KY, US$21,869
Paid GrantKY BAPTIST HOMES FOR CHILDRENGENERAL SUPPORTPUBLIC CHARITYMT WASHINGTON, KY, US$21,869
Paid GrantMASONIC HOMES OF KY INCGENERAL SUPPORTPUBLIC CHARITYLOUISVILLE, KY, US$21,869
Filing and Contact Details

Filer

EIN
61-6022980
Raw XML Appendix300 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFees/Amount0700
AccountingFeesSchedule/AccountingFees/Category0TAX PREPARATION FEES
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps0700
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome00
AllOthProgRltdInvestmentsSch/AllOthProgRltdInvestments/Amount00
AllOthProgRltdInvestmentsSch/AllOthProgRltdInvestments/Description0N/A
InvestmentsOtherSchedule2/InvestmentsOther/BookValue0437409
InvestmentsOtherSchedule2/InvestmentsOther/BookValue1675175
InvestmentsOtherSchedule2/InvestmentsOther/BookValue212000
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0FIXED INCOME
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem1EQUITIES
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem2OTHER
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV0452378
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV1975484
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV210141
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV0AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV1AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV2AT COST
IRS990PF/AddressChange0X
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount034840
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount014264
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount049104
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome00
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount00
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA049104
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps0700
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss0700
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm014264
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps03050
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm03050
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss06100
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps065607
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss065607
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm034840
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss034840
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-23814
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice0128021
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss014264
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome046043
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm011
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss0511
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps069357
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm03061
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss072918
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome049104
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses049104
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps03750
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm03061
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss07311
IRS990PF/BalanceSheets/CapitalStockBOY01160589
IRS990PF/BalanceSheets/CapitalStockEOY01136775
IRS990PF/BalanceSheets/InvestmentsOtherBOY01153538
IRS990PF/BalanceSheets/InvestmentsOtherEOY01124584
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV01438003
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusBOY00
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusEOY00
IRS990PF/BalanceSheets/RetainedEarningsBOY00
IRS990PF/BalanceSheets/RetainedEarningsEOY00
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY07051
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY012191
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV012191
IRS990PF/BalanceSheets/TotalAssetsBOY01160589
IRS990PF/BalanceSheets/TotalAssetsEOY01136775
IRS990PF/BalanceSheets/TotalAssetsEOYFMV01450194
IRS990PF/BalanceSheets/TotalLiabilitiesBOY00
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY01160589
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY01136775
IRS990PF/BalanceSheets/TotalNetAssetsBOY01160589
IRS990PF/BalanceSheets/TotalNetAssetsEOY01136775
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome014264
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis0113757
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0SALES OF PUBLICLY TRADED SECURITIES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss014264
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses014264
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice0128021
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-23814
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases00
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal01136775
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY01160589
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY01136775
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted068621
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj068621
IRS990PF/DistributableAmount/DistributableAmountBeforeDed068621
IRS990PF/DistributableAmount/MinimumInvestmentReturn069081
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0460
IRS990PF/DistributableAmount/TotalTax0460
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear0754
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountToBeRefunded00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment01214
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0460
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment0754
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal0460
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome0460
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments01214
IRS990PF/FMVAssetsEOY01450194
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets01402669
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances00
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities01402669
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable021040
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn069081
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets01381629
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets01402669
IRS990PF/NECT0X
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition02.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation06100
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0PNC BANK NA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10PO BOX 94651
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0CLEVELAND
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0OH
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode0441014651
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct049201
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets048741
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.035278
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.047947
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.037960
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.025542
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.029664
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax00
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets01381629
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear101324824
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear201313128
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear301157615
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear401090701
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome0460
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions069357
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1063521
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2049846
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3029568
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4032355
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.141113
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions068897
IRS990PF/QualifyingDistributions/ExpensesAndContributions069357
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm0460
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions069357
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported00
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract00
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets01
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10PNC BANK NA
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber08006228036
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10PO BOX 94651
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0CLEVELAND
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0OH
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode0441014651
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws00
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr01
IRS990PF/StatementsRegardingActivities/ForeignBank00
IRS990PF/StatementsRegardingActivities/Form1120POLFiled00
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG01
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity00
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities00
IRS990PF/StatementsRegardingActivities/MoreThan100Spent00
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors00
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation00
IRS990PF/StatementsRegardingActivities/ReimbursementOfTax00
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e01
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnManagers00
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnOrganization00
IRS990PF/StatementsRegardingActivities/StatesFiledWith0KY
IRS990PF/StatementsRegardingActivities/TerminationEtc00
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver100000
IRS990PF/StatementsRegardingActivities/WebsiteAddress0WWW.PNC.COM
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions00
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/BusinessHoldings00
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals00
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations00
IRS990PF/StatementsRegardingActy4720/InfluenceElection00
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation00
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose00
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson01
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical00
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn00
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs00
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears00
IRS990PF/SummaryOfDirectCharitableActy/Description10N/A
IRS990PF/SummaryOfDirectCharitableActy/Expenses100
IRS990PF/SumOfProgramRelatedInvestments/AllOthProgRltdInvestmentsTotal00
IRS990PF/SumOfProgramRelatedInvestments/Amount100
IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount021869
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount121869
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount221869
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0GENERAL SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1GENERAL SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2GENERAL SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10KOSAIR CHILDRENS HOSPITAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11KY BAPTIST HOMES FOR CHILDREN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12MASONIC HOMES OF KY INC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10P O BOX 35070
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11300 HOPE STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine121007 JUNIPER SPRINGS DR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0LOUISVILLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1MT WASHINGTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2LOUISVILLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0KY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1KY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2KY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode040232
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode1400471429
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode240242
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear065607
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear03749
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear1065608
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted068621
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions069357
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus00
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover00
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY064872
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear065608
TaxesSchedule/Taxes/Amount0500
TaxesSchedule/Taxes/Amount111
TaxesSchedule/Taxes/Category0ESTIMATED TAX PAID
TaxesSchedule/Taxes/Category1FOREIGN TAXES PAID
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/DisbursementsCharitablePrps10
TaxesSchedule/Taxes/NetInvestmentIncome00
TaxesSchedule/Taxes/NetInvestmentIncome111
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/Filer/EIN0616022980
ReturnHeader/Filer/Name/BusinessNameLine10JESS W OWEN TRUST UW PNC BANK NA
ReturnHeader/Filer/NameControl0JESS
ReturnHeader/Filer/Phone08006228036
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 609
ReturnHeader/Filer/USAddress/City0PITTSBURGH
ReturnHeader/Filer/USAddress/State0PA
ReturnHeader/Filer/USAddress/ZIPCode0152309738
ReturnHeader/Officer/DateSigned02013-06-17
ReturnHeader/Officer/Name0JEFF ROBERTS
ReturnHeader/Officer/Phone02162574699
ReturnHeader/Officer/Title0ASSISTANT VICE PRESIDENT
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-06-01
ReturnHeader/TaxPeriodEndDate02013-05-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-06-17T14:00:44-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,136,775
Liabilities
$0
Net assets
$1,136,775
Revenue
$49,104
Expenses
$72,918
Net income
-$23,814
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.08$0.24$0.15
2024Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.08$0.09$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.03$0.10$0.13
2022Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.09$0.09$0.00
2021Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.19$0.08$0.12
2020Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.06$0.09$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.35$0.09$0.26
2018Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.10$0.09$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.27$0.08$0.19
2016Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.05$0.09$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.15$0.09$0.07
2014Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.05$0.08$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.05$0.07$0.02
2012Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.07
2011Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.05