GLENLAUREL FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- GLENLAUREL FOUNDATION (EIN 47-2158353)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-06
- IRS object ID
- 202641269349100234
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-06T11:03:07-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 472158353 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Glenlaurel Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | GLEN | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Stephen McKnight | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2026-04-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,243,218 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $415,489 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3,416 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,416 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $39,226 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $39,226 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $268,493 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,060,110 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $527,534 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $726,624 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $570,176 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $10,550 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,550 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,383 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $158 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $11,656 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $11,641 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $23,589 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,723 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,641 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $71,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $71,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $94,589 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,723 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $82,641 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $632,035 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $559,453 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $52,126 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $360,713 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $360,713 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,192,995 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,516,443 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,882,505 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,245,121 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,877,156 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,243,218 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,245,121 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,877,156 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,245,121 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,877,156 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,245,121 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,877,156 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,245,121 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $632,035 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,877,156 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,877,156 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $1,060,110 | GrossSalesPriceAmt |
| Cost Or Other Basis | $532,576 | CostOrOtherBasisAmt |
| Gain Or Loss | $527,534 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $527,534 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $527,534 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,776 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $7,776 | SubtotalAmt |
| Tax Based On Investment Income | $7,776 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,200 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $1,200 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $6,576 | TaxDueAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Peggy T McKnight | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP, Dir | 1.0 | $0 | $0 | $0 |
| Stephen H McKnight | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres, Dir, Sec, Treas | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,709,574 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $103,940 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,813,514 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,813,514 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $27,203 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,786,311 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $89,316 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $89,316 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,776 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,776 | TotalTaxAmt |
| Distributable Before Adj | $81,540 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $81,540 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $81,540 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $82,641 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $82,641 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $81,540 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $81,685 | UndistributedIncomePYAmt |
| Prior Year1 | 2023 | PriorYear1Yr |
| Prior Year2 | 2022 | PriorYear2Yr |
| Prior Year3 | 2021 | PriorYear3Yr |
| Qualifying Distributions | $82,641 | QualifyingDistributionsAmt |
| Applied To Year1 | $81,685 | AppliedToYear1Amt |
| Applied To Current Year | $956 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $80,584 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Peggy T McKnight | ContributingManagerNm |
| Contributing Manager | Stephen H McKnight | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CARNEGIE MUSEUMS OF PITTSBURGH | |||||||
| 4400 FORBES AVE | PITTSBURGH | PA | 15213 | N/A | PC | Carnegie Museums Capital Campaign | $25,000 |
| CARNEGIE MUSEUMS OF PITTSBURGH | |||||||
| 4400 FORBES AVE | PITTSBURGH | PA | 15213 | N/A | PC | Carnegie International | $16,000 |
| CREATING PITTSBURGH TOMORROW INC | |||||||
| 1140 FOX CHAPEL RD | PITTSBURGH | PA | 15238 | N/A | PC | General & Unrestricted | $5,000 |
| PITTSBURGH CULTURAL TRUST | |||||||
| 803 LIBERTY AVE | PITTSBURGH | PA | 15222 | N/A | PC | General & Unrestricted | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $71,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,416 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $39,226 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $268,493 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $311,135 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $311,135 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | McKnight Stephen H | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1384 Old Freeport Road Suite 2BR | AddressLine1Txt |
| City | Pittsburgh | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15238 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $415,489 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | APPLE INC AAPL, 1533 sh. | NoncashPropertyDesc |
| Fair Market Value | $415,489 | FairMarketValueAmt |
| Received | 2025-12-23 | ReceivedDt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (98 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC | $7,845 | $11,881 |
| ADVANCED MICRO DEVICES INC | $5,151 | $6,639 |
| AIR PRODS & CHEM INC | $6,497 | $5,681 |
| ALPHABET INC CL C | $20,917 | $31,380 |
| AMAZON COM | $29,096 | $40,624 |
| AMERICAN ELECTRIC POWER INC | $7,186 | $10,147 |
| AMERICAN TOWER REIT INC | $5,432 | $4,916 |
| AMETEK INC | $15,763 | $18,273 |
| AMPHENOL CORPORATION | $8,154 | $21,352 |
| ANALOG DEVICES INC | $12,886 | $17,628 |
| APPLE INC | $162,875 | $176,437 |
| ARISTA NETWORKS | $5,340 | $5,765 |
| AXON ENTERPRISE | $2,209 | $1,704 |
| BANK OF AMERICA CORP | $11,103 | $22,000 |
| BERKSHIRE HATHAWAY INC. CLASS | $6,495 | $14,577 |
| BLACKROCK INC | $4,934 | $10,703 |
| BROADCOM INC | $10,467 | $33,918 |
| CADENCE DESIGN SYSTEMS INC | $5,763 | $5,314 |
| CATERPILLAR INC | $2,357 | $10,312 |
| CHEVRON CORP | $7,574 | $10,364 |
| CISCO SYSTEMS INC | $6,243 | $13,942 |
| CME GROUP, INC | $6,402 | $7,373 |
| COINBASE GLOBAL | $4,598 | $2,714 |
| CREDO TECHNOLOGY GROUP HOLDLIN | $3,735 | $3,309 |
| CROWDSTRIKE HOLDINGS, INC | $7,032 | $7,031 |
| DANAHER CORP | $10,257 | $10,759 |
| DEXCOM, INC | $3,942 | $2,987 |
| DUKE ENERGY CO | $7,871 | $9,377 |
| ELI LILLY & CO | $2,421 | $3,224 |
| ENBRIDGE INC | $5,803 | $5,835 |
| EXXON MOBIL CORP | $5,490 | $8,424 |
| GENERAL ELECTRIC CO | $4,106 | $6,469 |
| HEALTHPEAK PROPERTIES, INC | $8,801 | $8,153 |
| HEICO CORP | $3,140 | $6,148 |
| HOME DEPOT INC | $2,933 | $6,194 |
| HOWMET AEROSPACE ORD SHS | $3,046 | $3,075 |
| INSULET CORPORATION | $3,468 | $3,411 |
| INTERNATIONAL BUSINESS MACHINE | $5,602 | $12,145 |
| INTUIT | $9,289 | $16,561 |
| INTUITIVE SURGICAL | $8,443 | $9,628 |
| ISHARES HIGH DIVIDEND EQUITY F | $87,304 | $102,031 |
| ISHARES MSCI USA QUALITY FACTO | $74,626 | $110,234 |
| JOHNSON & JOHNSON | $20,555 | $31,456 |
| JOHNSON CONTROLS INTERNATIONAL | $5,288 | $16,645 |
| JP MORGAN CHASE | $7,936 | $26,744 |
| LINDE PLC COM | $16,389 | $21,746 |
| LOCKHEED MARTIN CORP | $3,814 | $6,288 |
| MASTERCARD INC | $14,208 | $14,272 |
| MCDONALD'S CORP | $3,155 | $5,196 |
| MEDTRONIC PLC | $9,720 | $9,894 |
| MERCADOLIBRE, INC | $7,111 | $6,043 |
| META PLATFORMS INC | $26,925 | $28,384 |
| METLIFE INC | $5,370 | $9,315 |
| METTLER-TOLEDO INTL | $8,610 | $9,759 |
| MICROSOFT CORP | $37,211 | $45,460 |
| MOODYS CORP | $6,438 | $14,304 |
| MORGAN STANLEY | $4,809 | $16,333 |
| NETFLIX INC | $15,201 | $12,189 |
| NEXTERA ENERGY, INC | $2,283 | $5,058 |
| NVIDIA CORP | $42,940 | $50,169 |
| OLD REP INTL CORP | $4,522 | $10,543 |
| OMNICOM GROUP | $4,275 | $5,814 |
| ORACLE CORP | $10,737 | $14,813 |
| PACCAR INC | $7,208 | $7,228 |
| PALANTIR TECHNOLOGIES INC | $3,984 | $4,444 |
| PALO ALTO NETWORKS INC | $5,929 | $5,342 |
| PEPSICO INC | $4,502 | $5,454 |
| PFIZER INC | $13,194 | $11,330 |
| PHILIP MORRIS INTL | $4,636 | $8,341 |
| PROCTER GAMBLE CO | $3,868 | $5,302 |
| QUALCOMM INC | $4,480 | $12,145 |
| REGIONS FINANCIAL CORP | $4,665 | $6,531 |
| ROBINHOOD | $5,343 | $5,429 |
| SALESFORCE.COM | $6,814 | $9,537 |
| SANOFI-AVENTIS SPONSORED ADR | $7,104 | $6,978 |
| SAP AKTIENGESELL ADS | $7,816 | $9,231 |
| SERVICE NOW | $17,481 | $13,787 |
| SHOPIFY INC | $6,877 | $8,853 |
| STARBUCKS CORP COM | $6,139 | $6,989 |
| STRYKER CORPORATION | $19,004 | $18,276 |
| T. ROWE PRICE US EQUITY RESEAR | $25,029 | $26,780 |
| TAIWAN SEMICONDUCTOR MFG CO LT | $21,422 | $21,576 |
| TARGET CORPORATION | $5,989 | $6,354 |
| TEXAS INSTRUMENTS INC | $8,845 | $9,021 |
| TRANSDIGM GRP INC | $8,876 | $19,948 |
| UBER | $5,873 | $5,311 |
| UNILEVER PLC AMER | $14,488 | $18,574 |
| UNION PACIFIC | $6,096 | $6,477 |
| UNITEDHEALTH GROUP INC | $8,279 | $8,583 |
| VALERO ENERGY CORP | $3,716 | $8,302 |
| VANGAURD HIGH-YIELD CORPORATE | $41,155 | $39,919 |
| VANGUARD INT TRM BD | $184,070 | $190,728 |
| VANGUARD SHORT-TERM CORPORATE | $131,305 | $136,120 |
| VEEVA SYSTEMS INC | $6,645 | $5,134 |
| VERALTO CORPORATION | $3,251 | $4,390 |
| VERIZON COMMUNICATIONS | $14,208 | $13,889 |
| VICI PROPERTIES INC | $8,577 | $8,380 |
| VISA INC | $19,482 | $28,758 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $11,616 | $11,616 | |
| Bank Charges | $15 | $15 | |
| State or Local Filing Fees | $25 | $25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $10,550 | Amt |
| Net Investment Income | $10,550 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2025 | $1,200 | |
| 990-PF Excise Tax for 2024 | $25 | |
| Foreign Tax Paid | $158 | $158 |