GEORGE & MARJORIE OWENS IRREV TR AGRMT FBO OWENS FAMILY FDN: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- GEORGE & MARJORIE OWENS IRREV TR AGRMT FBO OWENS FAMILY FDN (EIN 25-6865026)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-08
- IRS object ID
- 202641289349103094
- 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 | 2026-05-08T17:01:39-05:00 | 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 | 256865026 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | G & M OWENS FB OWENS FAM FND IRR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OWEN | BusinessNameControlTxt |
| Phone | 4124421522 | 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 | 4124421522 | PhoneNum |
| Signature | 2026-04-14 | 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 | 2026-04-14 | 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 | $1,942,430 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $44,912 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $44,793 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $68,031 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $614,777 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $68,031 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $112,943 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $112,824 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $12,548 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $7,529 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $5,019 | 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 | $3,367 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $889 | 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 | $15,915 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,418 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,019 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $75,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $75,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $90,915 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,418 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $80,019 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $22,028 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $104,406 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $225,588 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $184,548 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $184,548 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $1,278,301 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,341,458 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,757,882 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,503,889 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,526,006 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,942,430 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,503,889 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,526,006 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,503,889 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,526,006 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,503,889 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,526,006 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,503,889 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $22,028 | ExcessRevenueOverExpensesAmt |
| Other Increases | $219 | OtherIncreasesAmt |
| Subtotal | $1,526,136 | SubtotalAmt |
| Other Decreases | $130 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,526,006 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (72 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 286.674 LSV SMALL CAP FUND-INST | 2024-01-23 | 2025-03-11 | $5,025 | $5,094 | -$69 | -$69 | |
| 50.936 PZENA EMERG MKTS VALUE-INST | 2023-12-20 | 2025-03-11 | $645 | $604 | $41 | $41 | |
| 1194.96 ARTISAN INTL SM/MID-INST | 2024-08-20 | 2025-03-11 | $20,888 | $22,226 | -$1,338 | -$1,338 | |
| 66. DIMENSIONAL INTERNATIONAL VA | 2023-12-20 | 2025-03-11 | $2,582 | $2,243 | $339 | $339 | |
| 1149.561 OAKMARK INTL SM CAP-R6 | 2019-05-29 | 2025-03-11 | $22,600 | $15,405 | $7,195 | $7,195 | |
| 645.089 HENNESSY FOCUS FUND CLASS INS | 2024-01-23 | 2025-03-11 | $28,887 | $28,526 | $361 | $361 | |
| 58. ISHARES CORE S&P 500 | 2024-11-19 | 2025-03-11 | $32,689 | $34,290 | -$1,601 | -$1,601 | |
| 3. ISHARES MSCI INTL QUALITY | 2023-12-20 | 2025-03-11 | $120 | $111 | $9 | $9 | |
| 242.554 OBERWEIS SMALL CAP OPPPRTUNITES | 2024-01-23 | 2025-03-11 | $5,656 | $5,523 | $133 | $133 | |
| 115.381 PGIM JENN M/C GROW-R6 | 2024-01-23 | 2025-03-11 | $2,281 | $2,469 | -$188 | -$188 | |
| 240.818 TOUCHSTONE MIDCAP VALUE FUND | 2024-01-23 | 2025-03-11 | $5,320 | $5,281 | $39 | $39 | |
| 15. WISDOMTREE U.S. QUALITY DIVI | 2024-11-19 | 2025-03-11 | $1,191 | $1,247 | -$56 | -$56 | |
| 38. WISDOMTREE U.S. QUALITY DIVI | 2023-12-20 | 2025-03-11 | $3,017 | $2,668 | $349 | $349 | |
| 976.483 BLACKROCK CORE BOND PORTFOLIO | 2025-03-11 | 2025-08-26 | $8,134 | $8,046 | $88 | $88 | |
| 10779.458 BLACKROCK CORE BOND PORTFOLIO | 2021-03-23 | 2025-08-26 | $89,793 | $97,932 | -$8,139 | -$8,139 | |
| 39. DIMENSIONAL INTERNATIONAL VA | 2023-12-20 | 2025-08-26 | $1,774 | $1,325 | $449 | $449 | |
| 199.353 FEDERATED TOTAL RETURN BOND | 2025-03-11 | 2025-08-26 | $1,898 | $1,886 | $12 | $12 | |
| 2259.217 FEDERATED TOTAL RETURN BOND | 2023-06-08 | 2025-08-26 | $21,508 | $21,458 | $50 | $50 | |
| 138.411 SEAFARER OVERSEAS GROWTH & | 2021-03-23 | 2025-08-26 | $1,917 | $2,065 | -$148 | -$148 | |
| 130.499 WCM FOCUSED INTL GROWTH-INS | 2025-03-11 | 2025-08-26 | $3,466 | $2,999 | $467 | $467 | |
| 10. ISHARES CORE S&P 500 | 2024-11-19 | 2025-08-26 | $6,458 | $5,912 | $546 | $546 | |
| 28. ISHARES CORE S&P 500 | 2024-01-23 | 2025-08-26 | $18,081 | $13,595 | $4,486 | $4,486 | |
| 112.639 LONGLEAF PARTNERS FDS TR | 2021-03-23 | 2025-08-26 | $2,024 | $2,102 | -$78 | -$78 | |
| 9.718 OBERWEIS SMALL CAP OPPPRTUNITES | 2024-01-23 | 2025-08-26 | $272 | $221 | $51 | $51 | |
| 141.386 PRUDENTIAL TOTAL RETURN BOND | 2025-03-11 | 2025-08-26 | $1,708 | $1,693 | $15 | $15 | |
| 1793.35 PRUDENTIAL TOTAL RETURN BOND | 2023-05-25 | 2025-08-26 | $21,664 | $21,016 | $648 | $648 | |
| 65.206 PGIM JENN M/C GROW-R6 | 2024-01-23 | 2025-08-26 | $1,505 | $1,395 | $110 | $110 | |
| 156.899 LONGLEAF PARTNERS FDS TR | 2025-03-11 | 2025-09-03 | $2,819 | $2,434 | $385 | $385 | |
| 1980.978 LONGLEAF PARTNERS FDS TR | 2021-03-23 | 2025-09-03 | $35,598 | $34,947 | $651 | $651 | |
| 404. AVANTIS US LARGE CAP VALUE | 2025-03-11 | 2025-09-22 | $29,232 | $26,120 | $3,112 | $3,112 | |
| 353.37 SEAFARER OVERSEAS GROWTH & | 2025-03-11 | 2025-09-22 | $5,081 | $4,223 | $858 | $858 | |
| 3409.211 SEAFARER OVERSEAS GROWTH & | 2019-05-29 | 2025-09-22 | $49,024 | $39,626 | $9,398 | $9,398 | |
| 112.44 WCM FOCUSED INTL GROWTH-INS | 2025-03-11 | 2025-09-22 | $3,104 | $2,584 | $520 | $520 | |
| 1212.588 WCM FOCUSED INTL GROWTH-INS | 2022-02-28 | 2025-09-22 | $33,480 | $23,660 | $9,820 | $9,820 | |
| 1552. ISHARES MSCI INTL QUALITY | 2023-04-18 | 2025-09-22 | $68,149 | $56,120 | $12,029 | $12,029 | |
| 773. WISDOMTREE U.S. QUALITY DIVI | 2023-09-25 | 2025-09-22 | $68,952 | $49,700 | $19,252 | $19,252 | |
| CAPITAL GAIN DIVIDENDS | $8,235 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,235 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,235 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,235 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,235 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,235 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,235 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,235 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,235 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,235 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,235 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,235 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,235 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,235 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,235 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,235 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,235 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,235 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,235 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,235 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,235 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,235 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,235 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,235 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,235 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,235 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,235 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,235 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,235 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,235 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,235 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,235 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,235 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,235 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,235 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,235 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $68,031 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,451 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,451 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,451 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,506 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,506 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $55 | OverpaymentAmt |
| Applied To ES Tax | $55 | 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 | 4124421522 | 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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| WILLIAM OWENS | ||||||
| 3790 6th Place | Vero Beach | FL | 32968 | CO-TRUSTEE | 1 | $0 |
| JULIE OWENS | ||||||
| 213 Falconhurst Dr | Pittsburgh | PA | 15238 | CO-TRUSTEE | 1 | $0 |
| JANET OWENS | ||||||
| 3791 E Adonis Dr | Salt Lake City | UT | 84124 | CO-TRUSTEE | 1 | $0 |
| SCOTT CUNNINGHAM | ||||||
| 397 Mingo Road | Wexford | PA | 15090 | CO-TRUSTEE | 1 | $0 |
| PNC BANK N A | ||||||
| 500 FIRST AVE P7-PFSC-03-Z | PITTSBURGH | PA | 15219 | TRUSTEE | 1 | $12,548 |
| 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 | $1,648,272 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $227,417 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,875,689 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,875,689 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $28,135 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,847,554 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $92,378 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $92,378 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,451 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,451 | TotalTaxAmt |
| Distributable Before Adj | $90,927 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $90,927 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $90,927 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $80,019 | 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 | $80,019 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $90,927 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $74,370 | 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 | $80,019 | QualifyingDistributionsAmt |
| Applied To Year1 | $74,370 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,649 | 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 | $85,278 | 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
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PNC Bank Charitable Trust Grant Rev | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Tower at PNC Plaza 300 Fifth Ave M | AddressLine1Txt |
| City | Pittsburgh | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4124421522 | RecipientPhoneNum |
| Form And Info And Materials | SEE FOOTNOTES | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE FOOTNOTES | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE FOOTNOTES | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 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 |
|---|---|---|---|---|---|---|---|---|
| CHRISTIAN CAMPS OF PITTSBURGH INC | ||||||||
| 111 LAKE GLORIA RD | BOSWELL | PA | 15531 | NONE | PC | GENERAL SUPPORT / CITICIDZ | $5,000 | |
| SUMMERS BEST TWO WEEKS | ||||||||
| 111 LAKE GLORIA RD | BOSWELL | PA | 15531 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| GOLDEN RETRIEVER FOUNDATION | ||||||||
| 24313 SE 34TH PL | SAINT LOUIS | MO | 98029 | NONE | PC | ZEKES CANCER RESEARCH FUND | $5,000 | |
| AMANDA RAE LOREE FOUNDATION INC | ||||||||
| 56 OLDE PINE LN | WALLINGFORD | VT | 05773 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| COTTONWOOD HEIGHTS POLICE DEPARTMENT | ||||||||
| 2469 E FORT UNION BLVD STE 200 | SALT LAKE CITY | UT | 84121 | NONE | PC | GENERAL SUPPORT | $15,000 | HONORARY COLONELS ASSOC |
| ISAIAH HOUSE | ||||||||
| 1705 STATE LINE ROAD | ELIZABETHTON | TN | 37643 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| UTAH OPEN LANDS CONSERVATION | ||||||||
| 1488 S MAIN ST | SALT LAKE CITY | UT | 84115 | NONE | PC | GENERAL SUPPORT | $5,000 | ASSOCIATION INC |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $75,000 | 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 |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $44,912 | 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 | $68,031 | 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 | $112,943 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $112,943 | 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 (28 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 317609295 SEAFARER OVERSEAS GR | |||
| 461418444 WCM FOCUSED INTL GRO | AT COST | $25,534 | $40,009 |
| 464287200 ISHARES CORE S&P 500 | AT COST | $430,051 | $772,612 |
| 97717X669 WISDOMTREE U.S. QUAL | |||
| 057071854 BAIRD AGGREGATE BOND | AT COST | $115,594 | $114,321 |
| 09260B309 BLACKROCK CORE BOND | |||
| 413838566 OAKMARK INTL SM CAP- | |||
| 543069405 LONGLEAF PARTNERS FD | |||
| 00770X675 PZENA EMERG MKTS VAL | AT COST | $40,227 | $53,439 |
| 89154M702 TOUCHSTONE SANDS EM | AT COST | $44,550 | $52,163 |
| 25434V807 DIMENSIONAL INTERNAT | AT COST | $76,116 | $95,509 |
| 31428Q739 FEDERATED TOTAL RETU | |||
| 46429B267 ISHARES U S TREASURY | AT COST | $60,299 | $60,510 |
| 46434V456 ISHARES MSCI INTL QU | |||
| 74440B884 PRUDENTIAL TOTAL RET | |||
| 00769G535 LSV SMALL CAP FUND-I | AT COST | $23,432 | $24,328 |
| 04314H576 ARTISAN INTL SM/MID- | |||
| 42588P809 HENNESSY FOCUS FUND | |||
| 674375878 OBERWEIS SMALL CAP O | AT COST | $22,782 | $29,965 |
| 74441C881 PGIM JENN M/C GROW-R | AT COST | $28,227 | $27,383 |
| 89155H389 TOUCHSTONE MIDCAP VA | AT COST | $27,259 | $29,862 |
| 025072349 AVANTIS US LARGE CAP | AT COST | $31,551 | $36,976 |
| 092528603 ISHARES FLEXIBLE INC | AT COST | $34,434 | $34,248 |
| 37954Y632 GLOBAL X ART INTEL & | AT COST | $97,186 | $99,584 |
| 46138E800 INVESCO CHINA TECHNO | AT COST | $49,324 | $44,408 |
| 46435G326 ISHARES CORE MSCI DE | AT COST | $76,733 | $86,769 |
| 52107V229 LAZARD INTL QLTY GRW | AT COST | $44,190 | $41,654 |
| 922020839 VANGUARD CORE BOND F | AT COST | $113,969 | $114,142 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ROC ON CY SALES | $102 |
| PY RETURN OF CAPITAL ADJUSTMENT | $28 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| MUTUAL FUND TIMING ADJ | $203 |
| ROUNDING | $16 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $574 | $574 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $972 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $1,506 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $315 | $315 | $0 |