Civic Intelligence

Robert E Brennan Trust Under Will

990PF • Fiscal year 2012 • EIN 61-6063803

Jan 01, 2012 to Dec 31, 2012 • Filed on Apr 23, 2013

Organization Profile
C/O Pnc Bank 620 Liberty Avenue No10thfl15222-2705
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$10,707,716

Flat from 2012

Net Assets

$10,707,716

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2012

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$535,304

Flat from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2011: $10,320,865Liabilities 2011: $0Net Assets 2011: $10,320,8652011Assets 2012: $10,707,716Liabilities 2012: $0Net Assets 2012: $10,707,7162012Assets 2012: $10,707,716Liabilities 2012: $12012Assets 2013: $11,935,362Liabilities 2013: $0Net Assets 2013: $11,935,3622013Assets 2014: $12,038,327Liabilities 2014: $12014Assets 2015: $12,686,198Liabilities 2015: $0Net Assets 2015: $12,686,1982015Assets 2016: $12,386,375Liabilities 2016: $0Net Assets 2016: $12,386,3752016Assets 2017: $12,774,145Liabilities 2017: $0Net Assets 2017: $12,774,1452017Assets 2018: $12,963,164Liabilities 2018: $0Net Assets 2018: $12,963,1642018Assets 2019: $13,055,486Liabilities 2019: $0Net Assets 2019: $13,055,4862019Assets 2020: $13,059,305Liabilities 2020: $0Net Assets 2020: $13,059,3052020Assets 2021: $13,822,496Liabilities 2021: $0Net Assets 2021: $13,822,4962021Assets 2022: $14,389,599Liabilities 2022: $0Net Assets 2022: $14,389,5992022Assets 2023: $14,446,724Liabilities 2023: $12023Assets 2024: $14,550,655Liabilities 2024: $0Net Assets 2024: $14,550,6552024

Highlighted filing

2012

Assets$10,707,716
Liabilities$0
Net Assets$10,707,716
Open 2012 Filing

Operations Trend

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

$2.0M$1.0M$0-$1.0MExpenses 2011: $545,7512011Expenses 2012: $535,3042012Revenue 2012: $921,154Expenses 2012: $535,304Net Income 2012: $385,8502012Revenue 2013: $1,802,744Expenses 2013: $575,264Net Income 2013: $1,227,4802013Revenue 2014: $1,046,636Expenses 2014: $653,999Net Income 2014: $392,6372014Revenue 2015: $1,336,612Expenses 2015: $688,754Net Income 2015: $647,8582015Revenue 2016: $438,756Expenses 2016: $738,513Net Income 2016: -$299,7572016Revenue 2017: $1,160,819Expenses 2017: $773,049Net Income 2017: $387,7702017Revenue 2018: $1,007,996Expenses 2018: $818,978Net Income 2018: $189,0182018Revenue 2019: $942,413Expenses 2019: $850,089Net Income 2019: $92,3242019Revenue 2020: $886,361Expenses 2020: $867,282Net Income 2020: $19,0792020Revenue 2021: $1,664,760Expenses 2021: $911,288Net Income 2021: $753,4722021Revenue 2022: $1,666,272Expenses 2022: $1,074,886Net Income 2022: $591,3862022Revenue 2023: $940,817Expenses 2023: $899,524Net Income 2023: $41,2932023Revenue 2024: $994,177Expenses 2024: $886,487Net Income 2024: $107,6902024

Highlighted filing

2012

Revenue-
Expenses$535,304
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Apr 23, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PNC BANK NATrusteePT$50,667-$50,667
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCHILDREN'S HOSPITAL FOUNDATION INCGENERAL SUPPORTPUBLIC CHARITYLOUISVILLE, KY, US$113,277
Paid GrantEPISCOPAL DIOCESE OF KENTUCKYGENERAL SUPPORTPUBLIC CHARITYLEXINGTON, KY, US$113,277
Paid GrantTHE SALVATION ARMYGENERAL SUPPORTPUBLIC CHARITYLEXINGTON, KY, US$113,277
Paid GrantUNIVERSITY OF LOUISVILLE FOUNDATION INCGENERAL SUPPORTPUBLIC CHARITYLOUISVILLE, KY, US$113,277
Filing and Contact Details

Filer

EIN
61-6063803
Raw XML AppendixShowing 400 of 401 raw XML fields

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

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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1GENERAL SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2GENERAL SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3GENERAL SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10CHILDREN'S HOSPITAL FOUNDATION INC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11EPISCOPAL DIOCESE OF KENTUCKY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12THE SALVATION ARMY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13UNIVERSITY OF LOUISVILLE FOUNDATION INC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10234 GRAY STREET STE 450
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11425 S 2ND STREET STE 200
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12216 W CHESTNUT STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine13SERVICE COMPLEX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0LOUISVILLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1LEXINGTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2LEXINGTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3LOUISVILLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0KY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1KY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2KY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3KY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode040202
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode140202
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode2402012229
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode340292
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear0453108
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/AppliedToCurrentYear0315345
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear10140996
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted0568174
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions0456341
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus00
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover00
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY0252829
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear0140996
OtherDecreasesSchedule/OtherDecreases/Amount03441
OtherDecreasesSchedule/OtherDecreases/Description0EATON CORP SHARES DELIVERED DUE TO MANDATORY EXCHANGE
OtherExpensesSchedule/OtherExpenses/Description0MAP MANAGER FEES
OtherExpensesSchedule/OtherExpenses/Description1PROCESSING FEES ON FOREIGN DIVIDENDS
OtherExpensesSchedule/OtherExpenses/Description2INVESTMENT INTEREST EXPENSE
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps00
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps10
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps20
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome020978
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome185
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome250
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks020978
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks185
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks20
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome086
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome15777
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome23005
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome380
OtherIncomeSchedule2/OtherIncome/Description0PARTNERSHIP DISTRIBUTIONS
OtherIncomeSchedule2/OtherIncome/Description1ROYALTIES FROM PARTNERSHIP K-1
OtherIncomeSchedule2/OtherIncome/Description2ORDINARY GAINS FROM PARTNERSHIP K-1
OtherIncomeSchedule2/OtherIncome/Description3OTHER PORTFOLIO INCOME FROM PARTNERSHIP K-1S
OtherIncomeSchedule2/OtherIncome/Description4ORDINARY INCOME FROM KKR FINANCIAL K-1
OtherIncomeSchedule2/OtherIncome/Description5CLASS ACTION PROCEEDS
OtherIncomeSchedule2/OtherIncome/Description6PROCEEDS FROM CASH & STOCK MERGERS
OtherIncomeSchedule2/OtherIncome/Description7FOREIGN TAX REFUNDS
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome00
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome12
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome252
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome33
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome41
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks086
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks15777
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks23005
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks380
OtherIncreasesSchedule/OtherIncreases/Amount04442
OtherIncreasesSchedule/OtherIncreases/Description0EATON CORP PLC SHARES RECEIVED DUE TO MANDATORY EXCHANGE
TaxesSchedule/Taxes/Amount0300
TaxesSchedule/Taxes/Amount18800
TaxesSchedule/Taxes/Amount2507
TaxesSchedule/Taxes/Category0FOREIGN TAX PAID
TaxesSchedule/Taxes/Category12012 ESTIMATED EXCISE TAX PAID
TaxesSchedule/Taxes/Category22011 FEDERAL EXCISE TAX BALANCE DUE
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/DisbursementsCharitablePrps10
TaxesSchedule/Taxes/DisbursementsCharitablePrps20
TaxesSchedule/Taxes/NetInvestmentIncome0300
TaxesSchedule/Taxes/NetInvestmentIncome10
TaxesSchedule/Taxes/NetInvestmentIncome20
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0616063803
ReturnHeader/Filer/Name/BusinessNameLine10ROBERT E BRENNAN TRUST UNDER WILL
ReturnHeader/Filer/NameControl0BREN
ReturnHeader/Filer/Phone04127620861
ReturnHeader/Filer/USAddress/AddressLine10C/O PNC BANK 620 LIBERTY AVENUE NO
ReturnHeader/Filer/USAddress/AddressLine2010THFL
ReturnHeader/Filer/USAddress/City0PITTSBURGH
ReturnHeader/Filer/USAddress/State0PA
ReturnHeader/Filer/USAddress/ZIPCode0152222705
ReturnHeader/Officer/DateSigned02013-04-23
ReturnHeader/Officer/Name0JOHN W ALRUTZ
ReturnHeader/Officer/Phone04127620861
ReturnHeader/Officer/Title0ASSISTANT VICE-PRESIDENT
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012

Document Assets

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,707,716
Liabilities
$0
Net assets
$10,707,716
Revenue
-
Expenses
$535,304
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$14.6$0.00$14.6$0.99$0.89$0.11
2023Summary only. Only limited summary data is available for this year.$14.4$0.00$0.94$0.90$0.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.4$0.00$14.4$1.67$1.07$0.59
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.8$0.00$13.8$1.66$0.91$0.75
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.1$0.00$13.1$0.89$0.87$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.1$0.00$13.1$0.94$0.85$0.09
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.0$0.00$13.0$1.01$0.82$0.19
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.8$0.00$12.8$1.16$0.77$0.39
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.4$0.00$12.4$0.44$0.74$0.30
2015Detailed filing. Detailed filing data is available for this year.$12.7$0.00$12.7$1.34$0.69$0.65
2014Summary only. Only limited summary data is available for this year.$12.0$0.00$1.05$0.65$0.39
2013Detailed filing. Detailed filing data is available for this year.$11.9$0.00$11.9$1.80$0.58$1.23
2012Detailed filing. Detailed filing data is available for this year.$10.7$0.00$10.7$0.54
2012Summary only. Only limited summary data is available for this year.$10.7$0.00$0.92$0.54$0.39
2011Detailed filing. Detailed filing data is available for this year.$10.3$0.00$10.3$0.55