AGED-WOMANS HOME TRUSTEE ACCT 178-326063000: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- AGED-WOMANS HOME TRUSTEE ACCT 178-326063000 (EIN 23-2168196)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-08
- IRS object ID
- 202641289349104354
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-08T17:01:40-05:00 | 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 | 232168196 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AGED WOMANS HOME OF MONTGOMERY CNTY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AGED | 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 | 2026-03-30 | 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 | 2026-03-30 | 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 | $1,041,193 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $25,558 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $25,462 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $47,800 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $414,344 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $47,800 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $73,358 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $73,262 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $824 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $659 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $165 | 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 | $1,331 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $441 | 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 | $2,155 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,100 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $165 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $37,249 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $37,249 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $39,404 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,100 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $37,414 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $33,954 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $72,162 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $24,722 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $26,073 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $26,073 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $773,539 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $806,358 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,015,120 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $798,261 | TotalAssetsBOYAmt |
| Total Assets EOY | $832,431 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,041,193 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $798,261 | CapitalStockBOYAmt |
| Capital Stock EOY | $832,431 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $798,261 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $832,431 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $798,261 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $832,431 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $798,261 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $33,954 | ExcessRevenueOverExpensesAmt |
| Other Increases | $216 | OtherIncreasesAmt |
| Subtotal | $832,431 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $832,431 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (86 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 285.208 AMG RR SM CAP VAL-I | 2024-06-11 | 2025-03-11 | $4,375 | $4,404 | -$29 | -$29 | |
| 627.538 ARTISAN INTL SM/MID-INST | 2024-08-20 | 2025-03-11 | $10,969 | $11,672 | -$703 | -$703 | |
| 27.028 BAIRD MIDCAP INST | 2024-06-11 | 2025-03-11 | $576 | $641 | -$65 | -$65 | |
| 18. DIMENSIONAL INTERNATIONAL VA | 2023-11-14 | 2025-03-11 | $704 | $588 | $116 | $116 | |
| 68.763 DODGE & COX INCOME FUND | 2024-10-08 | 2025-03-11 | $872 | $879 | -$7 | -$7 | |
| 68.934 DODGE & COX INCOME FUND | 2022-06-23 | 2025-03-11 | $874 | $908 | -$34 | -$34 | |
| 214.104 DOUBLELINE TOTAL RETURN BOND | 2023-05-25 | 2025-03-11 | $1,895 | $1,896 | -$1 | -$1 | |
| 85.551 HARBOR MID CAP VALUE | 2024-06-11 | 2025-03-11 | $2,135 | $2,160 | -$25 | -$25 | |
| 564.363 OAKMARK INTL SM CAP-R6 | 2019-04-04 | 2025-03-11 | $11,095 | $7,814 | $3,281 | $3,281 | |
| 7. ISHARES CORE S&P 500 | 2024-11-19 | 2025-03-11 | $3,945 | $4,138 | -$193 | -$193 | |
| 22. ISHARES MSCI INTL QUALITY | 2023-04-19 | 2025-03-11 | $881 | $792 | $89 | $89 | |
| 23.537 MFS EMERGING MKTS DEBT FD-R6 | 2019-04-04 | 2025-03-11 | $284 | $338 | -$54 | -$54 | |
| 298.975 MERIDIAN SMALL CAP GROW-INSTL | 2024-06-11 | 2025-03-11 | $3,648 | $3,827 | -$179 | -$179 | |
| 107.135 PGIM HIGH YIELD FUND | 2019-04-04 | 2025-03-11 | $514 | $582 | -$68 | -$68 | |
| 340.439 TOUCHSTONE MID CAP-R6 | 2022-03-01 | 2025-03-11 | $17,832 | $15,253 | $2,579 | $2,579 | |
| 86.822 ALLSPRING CORE BOND FUND | 2023-05-25 | 2025-03-11 | $959 | $954 | $5 | $5 | |
| 13. WISDOMTREE U.S. QUALITY DIVI | 2023-09-26 | 2025-03-11 | $1,032 | $828 | $204 | $204 | |
| 65.418 PZENA EMERG MKTS VALUE-INST | 2025-03-11 | 2025-08-26 | $957 | $829 | $128 | $128 | |
| 5603.521 BLACKROCK TOTAL RETURN-I | 2024-08-26 | 2025-08-26 | $55,755 | $56,779 | -$1,024 | -$1,024 | |
| 9.441 BLACKROCK TOTAL RETURN-I | 2025-03-11 | 2025-08-26 | $94 | $93 | $1 | $1 | |
| 29. DIMENSIONAL INTERNATIONAL VA | 2023-11-14 | 2025-08-26 | $1,319 | $948 | $371 | $371 | |
| 3128.827 DOUBLELINE TOTAL RETURN BOND | 2023-05-25 | 2025-08-26 | $27,815 | $27,540 | $275 | $275 | |
| 104.468 SEAFARER OVERSEAS GROWTH & | 2021-03-24 | 2025-08-26 | $1,447 | $1,554 | -$107 | -$107 | |
| 55.605 WCM FOCUSED INTL GROWTH-INS | 2025-03-11 | 2025-08-26 | $1,477 | $1,278 | $199 | $199 | |
| 43.647 WCM FOCUSED INTL GROWTH-INS | 2022-06-23 | 2025-08-26 | $1,159 | $873 | $286 | $286 | |
| 17. ISHARES CORE S&P 500 | 2024-11-19 | 2025-08-26 | $10,978 | $10,050 | $928 | $928 | |
| 16. ISHARES CORE S&P 500 | 2023-03-06 | 2025-08-26 | $10,332 | $6,528 | $3,804 | $3,804 | |
| 11. ISHARES CORE MSCI DEV MKTS | 2025-03-11 | 2025-08-26 | $862 | $758 | $104 | $104 | |
| 81.463 LONGLEAF PARTNERS FDS TR | 2021-03-24 | 2025-08-26 | $1,464 | $1,509 | -$45 | -$45 | |
| 648.947 MFS EMERGING MKTS DEBT FD-R6 | 2024-08-26 | 2025-08-26 | $8,021 | $7,930 | $91 | $91 | |
| 691.598 MFS EMERGING MKTS DEBT FD-R6 | 2019-04-04 | 2025-08-26 | $8,548 | $9,010 | -$462 | -$462 | |
| 2674.272 PGIM HIGH YIELD FUND | 2024-10-08 | 2025-08-26 | $13,077 | $12,970 | $107 | $107 | |
| 1657.913 PGIM HIGH YIELD FUND | 2019-04-04 | 2025-08-26 | $8,107 | $8,438 | -$331 | -$331 | |
| 20.04 TOUCHSTONE SANDS EM GR-R6 | 2022-01-27 | 2025-08-26 | $333 | $340 | -$7 | -$7 | |
| 3757.946 ALLSPRING CORE BOND FUND | 2023-05-25 | 2025-08-26 | $41,751 | $41,296 | $455 | $455 | |
| 159.168 LONGLEAF PARTNERS FDS TR | 2025-03-11 | 2025-09-03 | $2,860 | $2,469 | $391 | $391 | |
| 950.936 LONGLEAF PARTNERS FDS TR | 2021-03-24 | 2025-09-03 | $17,088 | $16,214 | $874 | $874 | |
| 211. AVANTIS US LARGE CAP VALUE | 2025-03-11 | 2025-09-23 | $15,311 | $13,642 | $1,669 | $1,669 | |
| 261.583 SEAFARER OVERSEAS GROWTH & | 2025-03-11 | 2025-09-23 | $3,759 | $3,126 | $633 | $633 | |
| 1570.047 SEAFARER OVERSEAS GROWTH & | 2019-04-04 | 2025-09-23 | $22,562 | $18,555 | $4,007 | $4,007 | |
| 684.92 WCM FOCUSED INTL GROWTH-INS | 2018-09-27 | 2025-09-23 | $18,870 | $11,778 | $7,092 | $7,092 | |
| 808. ISHARES MSCI INTL QUALITY | 2023-04-19 | 2025-09-23 | $35,692 | $29,037 | $6,655 | $6,655 | |
| 403. WISDOMTREE U.S. QUALITY DIVI | 2023-09-26 | 2025-09-23 | $36,054 | $25,666 | $10,388 | $10,388 | |
| CAPITAL GAIN DIVIDENDS | $6,395 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,395 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,395 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,395 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,395 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,395 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,395 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,395 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,395 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,395 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,395 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,395 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,395 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,395 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,395 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,395 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,395 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,395 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,395 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,395 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,395 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,395 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,395 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,395 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,395 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,395 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,395 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,395 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,395 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,395 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,395 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,395 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,395 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,395 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,395 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,395 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,395 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,395 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,395 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,395 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,395 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,395 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,395 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $47,800 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,003 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,003 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,003 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $585 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $585 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $418 | 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) |
|---|---|---|
| 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 | $824 | 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 | $967,006 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $19,675 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $986,681 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $986,681 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,800 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $971,881 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $48,594 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $48,594 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,003 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,003 | TotalTaxAmt |
| Distributable Before Adj | $47,591 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $47,591 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $47,591 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $37,414 | 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 | $37,414 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $47,591 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $36,039 | 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 | $37,414 | QualifyingDistributionsAmt |
| Applied To Year1 | $36,039 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,375 | 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 | $46,216 | 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
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Green Tree Community Health Foundation | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 E SPRINGFIELD AVE | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19118 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusCd |
| Grant Or Contribution Purpose | GENERAL SUPPORT | GrantOrContributionPurposeTxt |
| Amt | $37,249 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $37,249 | 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 | $25,558 | 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 | $47,800 | 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 | $73,358 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $73,358 | 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 | $13,561 | $20,852 |
| 464287200 ISHARES CORE S&P 500 | AT COST | $221,886 | $396,580 |
| 552746364 MFS EMERGING MKTS DE | |||
| 74440Y884 PGIM HIGH YIELD FUND | |||
| 97717X669 WISDOMTREE U.S. QUAL | |||
| 413838566 OAKMARK INTL SM CAP- | |||
| 543069405 LONGLEAF PARTNERS FD | |||
| 00770X675 PZENA EMERG MKTS VAL | AT COST | $19,306 | $25,906 |
| 256210105 DODGE & COX INCOME F | AT COST | $84,330 | $86,742 |
| 89154M702 TOUCHSTONE SANDS EM | AT COST | $20,906 | $25,222 |
| 89155T490 TOUCHSTONE MID CAP-R | |||
| 25434V807 DIMENSIONAL INTERNAT | AT COST | $39,952 | $50,050 |
| 258620566 DOUBLELINE TOTAL RET | |||
| 46429B267 ISHARES U S TREASURY | AT COST | $56,235 | $56,411 |
| 46434V456 ISHARES MSCI INTL QU | |||
| 94987W794 ALLSPRING CORE BOND | |||
| 00171A852 AMG RR SM CAP VAL-I | AT COST | $11,636 | $11,339 |
| 04314H576 ARTISAN INTL SM/MID- | |||
| 057071813 BAIRD MIDCAP INST | AT COST | $16,100 | $12,935 |
| 09252M883 BLACKROCK TOTAL RETU | |||
| 411512460 HARBOR MID CAP VALUE | AT COST | $13,843 | $15,060 |
| 589619824 MERIDIAN SMALL CAP G | AT COST | $12,176 | $11,900 |
| 025072349 AVANTIS US LARGE CAP | AT COST | $16,099 | $18,867 |
| 02631W607 AMER FND MULTI-SEC I | AT COST | $45,234 | $45,234 |
| 092528603 ISHARES FLEXIBLE INC | AT COST | $31,362 | $31,187 |
| 37954Y632 GLOBAL X ART INTEL & | AT COST | $46,544 | $47,656 |
| 46138E800 INVESCO CHINA TECHNO | AT COST | $25,170 | $23,088 |
| 46435G326 ISHARES CORE MSCI DE | AT COST | $37,528 | $42,312 |
| 52107V229 LAZARD INTL QLTY GRW | AT COST | $23,140 | $21,848 |
| 74440B884 PRUDENTIAL TOTAL RET | AT COST | $71,350 | $71,931 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MUTUAL FUND TIMING ADJ | Desc |
| Amt | $216 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $288 | $288 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $304 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $585 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $154 | $153 | $0 |