PHILIP H GLATFELTER FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- PHILIP H GLATFELTER FOUNDATION (EIN 23-6283176)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-08
- IRS object ID
- 202641289349102929
- Schema version
- 2025v4.0
- 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
- Investments Other Schedule2
- Other Decreases Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-08T16:01:44-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 920460586 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PWC US TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 GRANT STREET 45TH FLOOR | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | 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 | 236283176 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHILIP GLATFELTER CHARITY IRR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PHIL | BusinessNameControlTxt |
| Phone | 4122583051 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 FIRST AVE P7-PFSC-03-Z | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PNC BANK N A | PersonNm |
| Person Title | TAX MANAGER | PersonTitleTxt |
| Phone | 4122583051 | PhoneNum |
| Signature | 2026-03-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAWRENCE MCGUIRE | PreparerPersonNm |
| PTIN | P01233953 | PTIN |
| Phone | 4123556000 | PhoneNum |
| Preparation | 2026-03-28 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | $805,455 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $20,273 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,201 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $32,258 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $297,922 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $32,258 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $52,531 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $52,459 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $2,252 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $1,351 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $901 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,214 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $330 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $3,466 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,681 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $901 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $34,356 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $34,356 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $37,822 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,681 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $35,257 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $14,709 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $50,778 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $59,243 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $45,191 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $45,191 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $566,436 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $595,415 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $760,264 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $625,679 | TotalAssetsBOYAmt |
| Total Assets EOY | $640,606 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $805,455 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $625,679 | CapitalStockBOYAmt |
| Capital Stock EOY | $640,606 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $625,679 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $640,606 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $625,679 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $640,606 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $625,679 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $14,709 | ExcessRevenueOverExpensesAmt |
| Other Increases | $220 | OtherIncreasesAmt |
| Subtotal | $640,608 | SubtotalAmt |
| Other Decreases | $2 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $640,606 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (78 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 195.897 AMG RR SM CAP VAL-I | 2024-06-11 | 2025-03-11 | $3,005 | $3,025 | -$20 | -$20 | |
| 462.755 ARTISAN INTL SM/MID-INST | 2024-08-20 | 2025-03-11 | $8,089 | $8,607 | -$518 | -$518 | |
| 21. DIMENSIONAL INTERNATIONAL VA | 2023-11-14 | 2025-03-11 | $822 | $687 | $135 | $135 | |
| 208.881 DOUBLELINE TOTAL RETURN BOND | 2023-05-25 | 2025-03-11 | $1,849 | $1,842 | $7 | $7 | |
| 170.521 HARBOR MID CAP VALUE | 2024-06-11 | 2025-03-11 | $4,256 | $4,306 | -$50 | -$50 | |
| 416.812 OAKMARK INTL SM CAP-R6 | 2018-12-27 | 2025-03-11 | $8,195 | $5,144 | $3,051 | $3,051 | |
| .623 LONGLEAF PARTNERS FDS TR | 2021-03-24 | 2025-03-11 | $10 | $12 | -$2 | -$2 | |
| 49.005 MFS EMERGING MKTS DEBT FD-R6 | 2018-03-15 | 2025-03-11 | $591 | $720 | -$129 | -$129 | |
| 681.992 MADISON MID CAP FUND-R6 | 2018-03-15 | 2025-03-11 | $10,946 | $6,960 | $3,986 | $3,986 | |
| 199.224 MERIDIAN SMALL CAP GROW-INSTL | 2024-06-11 | 2025-03-11 | $2,431 | $2,550 | -$119 | -$119 | |
| 42.747 PGIM HIGH YIELD FUND | 2018-03-15 | 2025-03-11 | $205 | $233 | -$28 | -$28 | |
| 3.923 TOUCHSTONE SANDS EM GR-R6 | 2021-12-28 | 2025-03-11 | $58 | $76 | -$18 | -$18 | |
| 32.604 ALLSPRING CORE BOND FUND | 2023-05-25 | 2025-03-11 | $360 | $358 | $2 | $2 | |
| 5. WISDOMTREE U.S. QUALITY DIVI | 2024-11-19 | 2025-03-11 | $397 | $416 | -$19 | -$19 | |
| 41.736 PZENA EMERG MKTS VALUE-INST | 2024-08-20 | 2025-08-26 | $611 | $543 | $68 | $68 | |
| 4121.991 BLACKROCK TOTAL RETURN-I | 2024-08-26 | 2025-08-26 | $41,014 | $41,797 | -$783 | -$783 | |
| 36.313 BLACKROCK TOTAL RETURN-I | 2025-03-11 | 2025-08-26 | $361 | $358 | $3 | $3 | |
| 19. DIMENSIONAL INTERNATIONAL VA | 2023-11-14 | 2025-08-26 | $864 | $621 | $243 | $243 | |
| 2317.892 DOUBLELINE TOTAL RETURN BOND | 2023-05-25 | 2025-08-26 | $20,606 | $20,363 | $243 | $243 | |
| 69.033 SEAFARER OVERSEAS GROWTH & | 2018-03-15 | 2025-08-26 | $956 | $944 | $12 | $12 | |
| 66.01 WCM FOCUSED INTL GROWTH-INS | 2025-03-11 | 2025-08-26 | $1,753 | $1,517 | $236 | $236 | |
| 21. ISHARES CORE S&P 500 | 2024-11-19 | 2025-08-26 | $13,561 | $12,415 | $1,146 | $1,146 | |
| 55.072 LONGLEAF PARTNERS FDS TR | 2021-03-24 | 2025-08-26 | $990 | $1,020 | -$30 | -$30 | |
| 449.304 MFS EMERGING MKTS DEBT FD-R6 | 2024-08-26 | 2025-08-26 | $5,553 | $5,490 | $63 | $63 | |
| 543.796 MFS EMERGING MKTS DEBT FD-R6 | 2018-03-15 | 2025-08-26 | $6,721 | $7,830 | -$1,109 | -$1,109 | |
| 1744.53 PGIM HIGH YIELD FUND | 2024-10-08 | 2025-08-26 | $8,531 | $8,461 | $70 | $70 | |
| 1464.832 PGIM HIGH YIELD FUND | 2018-03-15 | 2025-08-26 | $7,163 | $7,877 | -$714 | -$714 | |
| 17.925 TOUCHSTONE SANDS EM GR-R6 | 2021-12-28 | 2025-08-26 | $298 | $349 | -$51 | -$51 | |
| 2783.955 ALLSPRING CORE BOND FUND | 2023-05-25 | 2025-08-26 | $30,930 | $30,572 | $358 | $358 | |
| 827.359 LONGLEAF PARTNERS FDS TR | 2021-03-24 | 2025-09-03 | $14,868 | $14,580 | $288 | $288 | |
| 155. AVANTIS US LARGE CAP VALUE | 2025-03-11 | 2025-09-23 | $11,248 | $10,021 | $1,227 | $1,227 | |
| 14.09 SEAFARER OVERSEAS GROWTH & | 2025-03-11 | 2025-09-23 | $202 | $168 | $34 | $34 | |
| 1351.023 SEAFARER OVERSEAS GROWTH & | 2018-03-15 | 2025-09-23 | $19,414 | $17,515 | $1,899 | $1,899 | |
| 80.516 WCM FOCUSED INTL GROWTH-INS | 2025-03-11 | 2025-09-23 | $2,218 | $1,850 | $368 | $368 | |
| 427.381 WCM FOCUSED INTL GROWTH-INS | 2018-10-24 | 2025-09-23 | $11,774 | $6,274 | $5,500 | $5,500 | |
| 6. ISHARES MSCI INTL QUALITY | 2025-03-11 | 2025-09-23 | $265 | $241 | $24 | $24 | |
| 593. ISHARES MSCI INTL QUALITY | 2023-04-19 | 2025-09-23 | $26,195 | $21,273 | $4,922 | $4,922 | |
| 1. WISDOMTREE U.S. QUALITY DIVI | 2024-11-19 | 2025-09-23 | $89 | $83 | $6 | $6 | |
| 297. WISDOMTREE U.S. QUALITY DIVI | 2023-09-26 | 2025-09-23 | $26,571 | $18,915 | $7,656 | $7,656 | |
| CAPITAL GAIN DIVIDENDS | $4,250 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,250 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,250 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,250 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,250 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,250 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,250 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,250 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,250 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,250 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,250 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,250 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,250 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,250 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,250 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,250 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,250 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,250 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,250 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,250 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,250 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,250 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,250 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,250 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,250 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,250 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,250 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,250 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,250 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,250 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,250 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,250 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,250 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,250 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,250 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,250 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,250 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,250 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,250 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $32,258 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $706 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $706 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $706 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $569 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $569 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $137 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| 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 | PA | 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PNC BANK NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4122583051 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 FIRST AVE P7-PFSC-03-Z | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 |
|---|---|---|---|---|---|---|
| GEORGE H GLATFELTER | ||||||
| 7502 WOODLAND DR | SPRING GOVE | PA | 17362 | CO-TRUSTEE | 1 | $0 |
| PNC BANK N A | ||||||
| 500 FIRST AVE P7-PFSC-03-Z | PITTSBURGH | PA | 15219 | TRUSTEE | 1 | $2,252 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| 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 | $718,816 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $48,502 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $767,318 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $767,318 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,510 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $755,808 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $37,790 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $37,790 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $706 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $706 | TotalTaxAmt |
| Distributable Before Adj | $37,084 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $37,084 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $37,084 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $35,257 | 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 | $35,257 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $37,084 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $34,356 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $35,257 | QualifyingDistributionsAmt |
| Applied To Year1 | $34,356 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $901 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $36,183 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ST PAUL'S LUTHERAN CHURCH | ||||||||
| 201 SOUTH MAIN STREET | SPRING GROVE | PA | 17362 | NONE | PC | GENERAL SUPPORT | $11,452 | |
| GLATFELTER MEMORIAL LIBRARY | ||||||||
| 101 GLENVIEW ROAD | SPRING GROVE | PA | 173621503 | NONE | PC | GENERAL SUPPORT | $11,452 | |
| VISITING NURSES ASSOCIATION OF HANOVER & | ||||||||
| 440 MADISON ST | HANOVER | PA | 173314700 | NONE | PC | GENERAL SUPPORT | $11,452 | SPRING GROVE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $34,356 | 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 |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20,273 | 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 | $32,258 | 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 | $52,531 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $52,531 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (31 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 317609295 SEAFARER OVERSEAS GR | |||
| 461418444 WCM FOCUSED INTL GRO | AT COST | $9,183 | $15,605 |
| 464287200 ISHARES CORE S&P 500 | AT COST | $166,181 | $295,894 |
| 552746364 MFS EMERGING MKTS DE | |||
| 557492485 MADISON MID CAP FUND | |||
| 09252M883 BLACKROCK TOTAL RETU | |||
| 74256W584 PRINCIPAL MIDCAP FUN | AT COST | $7,406 | $12,102 |
| 74440Y884 PGIM HIGH YIELD FUND | |||
| 97717X669 WISDOMTREE U.S. QUAL | |||
| 413838566 OAKMARK INTL SM CAP- | |||
| 543069405 LONGLEAF PARTNERS FD | |||
| 00171A852 AMG RR SM CAP VAL-I | AT COST | $8,266 | $8,676 |
| 00770X675 PZENA EMERG MKTS VAL | AT COST | $14,373 | $19,387 |
| 256210105 DODGE & COX INCOME F | AT COST | $61,886 | $64,914 |
| 89154M702 TOUCHSTONE SANDS EM | AT COST | $15,863 | $18,876 |
| 25434V807 DIMENSIONAL INTERNAT | AT COST | $29,936 | $37,475 |
| 258620566 DOUBLELINE TOTAL RET | |||
| 46429B267 ISHARES U S TREASURY | AT COST | $42,096 | $42,228 |
| 46434V456 ISHARES MSCI INTL QU | |||
| 94987W794 ALLSPRING CORE BOND | |||
| 04314H576 ARTISAN INTL SM/MID- | |||
| 411512460 HARBOR MID CAP VALUE | AT COST | $8,546 | $9,297 |
| 589619824 MERIDIAN SMALL CAP G | AT COST | $9,041 | $8,836 |
| 025072349 AVANTIS US LARGE CAP | AT COST | $12,025 | $14,093 |
| 02631W607 AMER FND MULTI-SEC I | AT COST | $33,713 | $33,713 |
| 092528603 ISHARES FLEXIBLE INC | AT COST | $23,616 | $23,483 |
| 37954Y632 GLOBAL X ART INTEL & | AT COST | $35,715 | $36,568 |
| 46138E800 INVESCO CHINA TECHNO | AT COST | $18,821 | $17,264 |
| 46435G326 ISHARES CORE MSCI DE | AT COST | $28,032 | $31,672 |
| 52107V229 LAZARD INTL QLTY GRW | AT COST | $17,317 | $16,351 |
| 74440B884 PRUDENTIAL TOTAL RET | AT COST | $53,399 | $53,830 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $2 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MUTUAL FUND TIMING ADJ | Desc |
| Amt | $220 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $215 | $215 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $315 | $0 | $0 |
| FEDERAL ESTIMATES - INCOME | $569 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $115 | $115 | $0 |