2024-05-07T09:01:45-05:00 2023-12-31 920460586 PWC US TAX LLP 301 GRANT STREET PITTSBURGH PA 15219 990 2023-01-01 256018805 SWART DAVID H MEMORIAL FUND SWAR 4122340023 PO BOX 185 PITTSBURGH PA 152300185 MICHAEL STAGIS VICE PRESIDENT 4122340023 2024-03-24 true true DANIEL WALTMAN P01233408 4123556000 2024-03-24 X 2023 2023-04-26 12:10:37Z 310494 false X N/A X 1947 PA THE SWART DAVID H MEMORIAL FUND IS A TYPE III SUPPORTING ORGANIZATION WHICH SUPPORTS THE CITIZENS LIBRARY ASSOCIATION OF WASHINGTON PA 1 1 0 0 0 0 0 55843 321 0 55843 321 223000 48000 0 11717 10271 0 0 407 312 235124 58583 -179281 -58262 939659 881465 0 0 939659 881465 THE SWART DAVID H MEMORIAL FUND IS A TYPE III SUPPORTING ORGANIZATION WHICH SUPPORTS THE CITIZENS LIBRARY ASSOCIATION OF WASHINGTON PA false false 48000 48000 THE CITIZENS LIBRARY ASSOCIATION OF WASHINGTON, PA 55 S. COLLEGE ST. WASHINGTON, PA 15301 48000 true false false false false false false false false false false false false false false false false false false false false false false false false false false true false false false false false false false false false false false false false false false false false false false true X 0 0 0 false false false false false false false false false false false false false X 1 1 false false false false false false false false false false false false false false false false false false X BNY MELLON NA 4122340023 PO BOX 185 PITTSBURGH PA 152300185 X BNY MELLON NA TRUSTEE 1.0 X 10271 0 0 10271 0 0 false false false 22825 22825 287669 310173 -22504 -22504 -22504 321 321 48000 48000 10271 4108 6163 FOREIGN TAX WITHHELD 312 312 58583 52108 6475 0 30336 12359 909323 869106 939659 881465 0 0 X 939659 881465 939659 881465 939659 881465 X -58262 68 X false false false X X 1 THE CITIZENS LIBRARY ASSOCIATION OF WASHINGTON PA 250965299 2 true 48000 0 1 48000 0 true false false false false false false false false false false true false false false false true false true X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PART IV, SECTION D LINE 3 THE SUPPORTED ORGANIZATION MEETS AND TALKS REGULARY WITH TRUST OFFICER. WE ARE AWARE OF THEIR NEEDS FROM THE TRUST AND TAKE THEM INTO ACCOUNT WHEN FORMING THE INVESTMENT POLICY. ALL FUNDS DISPERSED GO ONLY TO THE SUPPORTED ORGANIZATION. PART IV, SECTION D LINE 2 THE SUPPORTED ORGANIZATION MEETS AND TALKS REGUALRY WITH THE TRUST OFFICER. PART V THE TRUST WAS CREATED IN 1947 SOLEY FOR THE BENEFIT OF THE CITIZENS LIBRARY OF WASHINGTON, PA, WHICH IS A PURELY PUBLIC CHARITY AS DESCRIBED IN SECTION 170(c) OF THE INTERNAL REVENUE CODE. THE CREATION DATE WAS BEFORE NOVEMBER 20,1970, AND NO ADDITIONAL FUNDING OCCURRED AFTER THAT DATE. THE GOVERNING INSTRUMENT REQUIRED ALL INCOME TO BE DISTRIBUTED TO THE CITIZENS LIBRARY OF WASHINGTON, PA. PART V THE WASHINGTON COUNTY PA ORPHANS COURT HAS OCCASIONALLY BEEN PETITIONED BY THE LIBRARY FOR DISTRIBUTIONS OF PRINCIPAL FOR CAPITAL PROJECTS ASSOCIATED WITH THE LIBRARY BUILDING. BNY MELLON, N.A. IS THE SOLE TRUSTEE. true THE CITIZENS LIBRARY ASSOCAITION OF WASHINGTON PA 55 S COLLEGE ST WASHINGTON PA 15301 250965299 48000 GENERAL OPERATING EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2 NO PROCEDURE IN PLACE FORM 990, PART V, LINE 8, 9a, 9b THESE QUESTIONS ARE NOT APPLICABLE AS THERE IS NOT A SPONSORING ORGANIZATION MAINTAINING DONOR ADVISED FUNDS. FORM 990, PART V, LINE 10, 11, 12, 13 THESE QUESTIONS ARE NOT APPLICABLE AS THIS IS A TYPE 501(C)(3) ORGANIZATION FORM 990, PART VII, SECTION A, LINE 1a, COLUMN(b) AVERAGE HOURS PER WEEK DEVOTED TO POSITION: AS TRUSTEE, THE BANK OF NEW YORK MELLON PROVIDES ADMINISTRATIVE SERVICES SUCH AS ACTING AS INVESTMENT MANAGER FOR THE NAMED ORGANIZATION. THESE SERVICES REQUIRE NUMEROUS INDIVIDUAL BANK EMPLOYEES' INVOLVEMENT IN THE ACTIVITIES OF THE ORGANIZATION AND THUS CANNOT BE QUANTIFIED ON AN HOURLY BASIS. THEREFORE, THE TRUSTEE FEES ARE NOT BASED UPON AN HOURLY BASIS, BUT ARE CALCULATED BASED UPON FACTORS SUCH AS THE EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a THIS ORGANIZATION HAS A SOLE INSTITUTIONAL TRUSTEE AND DOES NOT HAVE A GOVERNING BODY EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b THIS ORGANIZATION HAS A SOLE INSTITUTIONAL TRUSTEE AND DOES NOT HAVE A GOVERNING BODY FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW NO PROCEDURE IN PLACE FORM 990, PAGE 6, PART VI, LINE 19 NO DOCUMENTS MAD AVAILABLE TO THE PUBLIC EXPLANATION FOR FORM 990, PART XI, LINE 9 THE AMOUNT ON THIS LINE REPRESENTS: $107 MUTUAL FUND TIMING ADJUSTMENT, ($71) PY ROC ADJUSTMENT; $32 COST BASIS ADJUSTMENT