M BLAYNEY TRUST 019953-2: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- M BLAYNEY TRUST 019953-2 (EIN 25-6027143)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-08
- IRS object ID
- 202641289349103064
- 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 | 2026-05-08T15:01:42-05:00 | 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 | 256027143 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MATTIE G BLAYNEY FOR METHODIST HOME SHADYSIDE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BLAY | BusinessNameControlTxt |
| Phone | 4122094802 | 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 | 4122094802 | 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) |
|---|---|---|
| Organization4947a1 Trtd PF | Yes (X) | Organization4947a1TrtdPFInd |
| FMV Assets EOY | $826,382 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $20,041 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $19,849 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $26,349 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $383,498 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $26,349 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $46,390 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $46,198 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $9,005 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $7,204 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,801 | 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 | $963 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $309 | 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 | $9,968 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,513 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,801 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $36,089 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $36,089 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $46,057 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,513 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $37,890 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $333 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $38,685 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $36,847 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $21,607 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $21,607 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $598,361 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $615,248 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $804,775 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $635,208 | TotalAssetsBOYAmt |
| Total Assets EOY | $636,855 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $826,382 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $635,208 | CapitalStockBOYAmt |
| Capital Stock EOY | $636,855 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $635,208 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $636,855 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $635,208 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $636,855 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $635,208 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $333 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,490 | OtherIncreasesAmt |
| Subtotal | $637,031 | SubtotalAmt |
| Other Decreases | $176 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $636,855 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (48 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 90. ISHARES MSCI USA QUALITY FACTOR | 2023-03-10 | 2025-01-28 | $16,519 | $10,620 | $5,899 | $5,899 | |
| 787.815 VANGUARD TOTAL BD MKT INDX 584 | 2020-09-10 | 2025-01-28 | $7,500 | $9,178 | -$1,678 | -$1,678 | |
| 405. ISHARES CORE MSCI EAFE ETF | 2019-09-26 | 2025-03-21 | $31,423 | $24,770 | $6,653 | $6,653 | |
| 205. ISHARES MSCI INTL QUALITY | 2024-05-01 | 2025-03-21 | $8,298 | $7,747 | $551 | $551 | |
| 910.305 MOERUS WORLDWIDE VALUE FUND | 2024-05-01 | 2025-03-21 | $15,493 | $14,310 | $1,183 | $1,183 | |
| 850.515 TOUCHSTONE SANDS EM GR-R6 | 2020-09-10 | 2025-03-21 | $12,800 | $14,850 | -$2,050 | -$2,050 | |
| 135. ISHARES RUSSELL MID-CAP GROWTH | 2024-02-01 | 2025-05-28 | $17,893 | $14,007 | $3,886 | $3,886 | |
| 432.476 T ROWE PR MID-CAP VALUE-I | 2021-05-17 | 2025-05-28 | $13,221 | $15,863 | -$2,642 | -$2,642 | |
| 466.363 BARON SMALL CAP FUND | 2024-11-05 | 2025-08-12 | $15,446 | $17,400 | -$1,954 | -$1,954 | |
| 170.929 AMG RR SM CAP VAL-I | 2023-04-13 | 2025-08-19 | $2,834 | $2,431 | $403 | $403 | |
| 247.453 SEAFARER OVERSEAS GROWTH & | 2023-04-13 | 2025-08-19 | $3,400 | $2,967 | $433 | $433 | |
| 185. ISHARES RUSSELL MID-CAP | 2025-05-28 | 2025-08-19 | $17,472 | $16,527 | $945 | $945 | |
| 365. ISHARES MSCI INTL QUALITY | 2024-05-01 | 2025-08-19 | $15,759 | $13,793 | $1,966 | $1,966 | |
| 1946.925 TCW METROPOLITAN WEST | 2022-09-20 | 2025-08-19 | $20,248 | $20,345 | -$97 | -$97 | |
| 1324.747 PRUDENTIAL TOTAL RETURN BOND | 2025-01-28 | 2025-08-19 | $15,950 | $15,671 | $279 | $279 | |
| 1681.987 PRUDENTIAL TOTAL RETURN BOND | 2018-10-19 | 2025-08-19 | $20,251 | $23,317 | -$3,066 | -$3,066 | |
| 450. WISDOMTREE U.S. QUALITY DIVI | 2020-09-10 | 2025-09-23 | $40,162 | $23,956 | $16,206 | $16,206 | |
| 880.153 SEAFARER OVERSEAS GROWTH & | 2023-04-13 | 2025-09-25 | $12,472 | $10,553 | $1,919 | $1,919 | |
| 331.675 MFS EMERGING MKTS DEBT FD-R6 | 2024-11-05 | 2025-09-25 | $4,149 | $4,000 | $149 | $149 | |
| 876.716 MFS EMERGING MKTS DEBT FD-R6 | 2020-09-10 | 2025-09-25 | $10,968 | $13,098 | -$2,130 | -$2,130 | |
| 4119.209 DOUBLELINE TOTAL RETURN BOND | 2025-08-19 | 2025-10-01 | $36,785 | $36,455 | $330 | $330 | |
| 897.308 BAIRD AGGREGATE BOND FUND | 2019-09-26 | 2025-11-24 | $9,000 | $10,093 | -$1,093 | -$1,093 | |
| 952.223 VANGUARD TOTAL BD MKT INDX 584 | 2025-08-19 | 2025-12-03 | $9,341 | $9,208 | $133 | $133 | |
| 2400.84 VANGUARD TOTAL BD MKT INDX 584 | 2020-09-10 | 2025-12-03 | $23,552 | $25,990 | -$2,438 | -$2,438 | |
| CAPITAL GAIN DIVIDENDS | $2,562 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,562 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,562 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,562 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,562 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,562 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,562 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,562 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,562 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,562 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,562 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,562 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,562 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,562 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,562 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,562 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,562 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,562 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,562 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,562 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,562 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,562 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,562 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,562 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $26,349 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $538 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $538 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $538 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $403 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $403 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $135 | 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 | 4122094802 | 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) |
|---|---|---|
| NECT Filing In Lieu OF Form1041 | Yes (X) | NECTFilingInLieuOFForm1041Ind |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PNC BANK N A | PersonNm |
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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $9,005 | CompensationAmt |
| 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 | $767,099 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $21,211 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $788,310 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $788,310 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,825 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $776,485 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $38,824 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $38,824 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $538 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $538 | TotalTaxAmt |
| Distributable Before Adj | $38,286 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $1,340 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $39,626 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $39,626 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $37,890 | 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 | $37,890 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $39,626 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $34,750 | 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 | $37,890 | QualifyingDistributionsAmt |
| Applied To Year1 | $34,750 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,140 | 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 | $36,486 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| UPMC | ||||||||
| 600 GRANT STREET 58TH FLOOR | PITTSBURGH | PA | 152192739 | NONE | PC | GENERAL SUPPORT | $11,583 | |
| ASBURY HEALTH CENTER | ||||||||
| 700 BOWER HILL ROAD | PITTSBURGH | PA | 15243 | NONE | PC | GENERAL SUPPORT | $11,583 | |
| UPMC SHADYSIDE | ||||||||
| 200 LOTHROP STREET | PITTSBURGH | PA | 15213 | NONE | PC | GENERAL SUPPORT | $1,340 | |
| CHILDRENS HOSPITAL OF PITTSBURGH | ||||||||
| 4401 PENN AVE | PITTSBURGH | PA | 15224 | NONE | PC | GENERAL SUPPORT | $11,583 | FOUNDATION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $36,089 | 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 | $20,041 | 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 | $26,349 | 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 | $46,390 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $46,390 | 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 (29 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 464287499 ISHARES RUSSELL MID- | AT COST | $23,380 | $33,213 |
| 552746364 MFS EMERGING MKTS DE | |||
| 921937603 VANGUARD TOTAL BD MK | |||
| 46432F842 ISHARES CORE MSCI EA | AT COST | $19,807 | $25,496 |
| 74440B884 PRUDENTIAL TOTAL RET | AT COST | $36,702 | $36,612 |
| 78462F103 SPDR S&P 500 ETF TRU | AT COST | $73,879 | $178,663 |
| 97717X669 WISDOMTREE U.S. QUAL | |||
| 057071854 BAIRD AGGREGATE BOND | AT COST | $55,935 | $51,556 |
| 77957Y403 T ROWE PR MID-CAP VA | |||
| 592905749 TCW METROPOLITAN WES | |||
| 89154M702 TOUCHSTONE SANDS EM | |||
| 00171A852 AMG RR SM CAP VAL-I | AT COST | $10,498 | $11,111 |
| 00770X675 PZENA EMERG MKTS VAL | AT COST | $13,520 | $17,925 |
| 317609295 SEAFARER OVERSEAS GR | |||
| 464287200 ISHARES CORE S&P 500 | AT COST | $156,549 | $212,331 |
| 46432F339 ISHARES MSCI USA QUA | |||
| 068278803 BARON SMALL CAP FUND | |||
| 256210105 DODGE & COX INCOME F | AT COST | $57,780 | $60,100 |
| 464287481 ISHARES RUSSELL MID- | |||
| 46434V456 ISHARES MSCI INTL QU | |||
| 66538H880 MOERUS WORLDWIDE VAL | |||
| 092528603 ISHARES FLEXIBLE INC | AT COST | $15,159 | $15,039 |
| 25434V807 DIMENSIONAL INTERNAT | AT COST | $27,967 | $34,681 |
| 46138E800 INVESCO CHINA TECHNO | AT COST | $12,823 | $11,440 |
| 461418444 WCM FOCUSED INTL GRO | AT COST | $28,000 | $29,283 |
| 464287648 ISHARES RUSSELL 2000 | AT COST | $14,791 | $16,151 |
| 46434G103 ISHARES CORE MSCI EM | AT COST | $11,298 | $13,780 |
| 72201F490 PIMCO INCOME FUND | AT COST | $24,300 | $24,750 |
| 922020839 VANGUARD CORE BOND F | AT COST | $32,860 | $32,644 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ROC ON CY SALES | $153 |
| PY RETURN OF CAPITAL ADJUSTMENT | $23 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| RECOVERY OF GRANTS PAID | $1,340 |
| MUTUAL FUND TIMING ADJ | $134 |
| ROUNDING | $16 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $205 | $205 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $251 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $403 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $104 | $104 | $0 |