GLENN STEWART IRRV TR UA FBO JESSIE CHARDIN STEWART SHADYSIDE HOSP FD: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- GLENN STEWART IRRV TR UA FBO JESSIE CHARDIN STEWART SHADYSIDE HOSP FD (EIN 25-6023903)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-08
- IRS object ID
- 202641289349101549
- 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 | 2026-05-08T15:01:37-05:00 | 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 | 256023903 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEWART FOR SHADYSIDE HOSPITAL FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STEW | BusinessNameControlTxt |
| Phone | 4128075594 | 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 | 4128075594 | PhoneNum |
| Signature | 2026-04-07 | 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 | 2026-04-07 | 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 | $1,351,293 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $33,626 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $33,501 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $56,015 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $541,395 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $56,015 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $89,641 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $89,516 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $15,714 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $12,571 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $3,143 | 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 | $1,706 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $576 | 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 | $17,420 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,147 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,143 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $57,087 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $57,087 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $74,507 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,147 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $60,230 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $15,134 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $76,369 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $45,400 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $30,792 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $30,792 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $1,012,561 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,042,380 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,320,501 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,057,961 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,073,172 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,351,293 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,057,961 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,073,172 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,057,961 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,073,172 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,057,961 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,073,172 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,057,961 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $15,134 | ExcessRevenueOverExpensesAmt |
| Other Increases | $328 | OtherIncreasesAmt |
| Subtotal | $1,073,423 | SubtotalAmt |
| Other Decreases | $251 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,073,172 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (114 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 348.993 AMG RR SM CAP VAL-I | 2024-06-11 | 2025-03-11 | $5,354 | $5,388 | -$34 | -$34 | |
| 821.633 ARTISAN INTL SM/MID-INST | 2024-08-20 | 2025-03-11 | $14,362 | $15,282 | -$920 | -$920 | |
| 45.748 BAIRD MIDCAP INST | 2024-06-11 | 2025-03-11 | $975 | $1,086 | -$111 | -$111 | |
| 35. DIMENSIONAL INTERNATIONAL VA | 2023-11-14 | 2025-03-11 | $1,369 | $1,144 | $225 | $225 | |
| 9.272 DODGE & COX INCOME FUND | 2022-06-23 | 2025-03-11 | $118 | $117 | $1 | $1 | |
| 392.459 DOUBLELINE TOTAL RETURN BOND | 2023-05-25 | 2025-03-11 | $3,473 | $3,461 | $12 | $12 | |
| 74.061 HARBOR MID CAP VALUE | 2024-06-11 | 2025-03-11 | $1,849 | $1,870 | -$21 | -$21 | |
| 737.584 OAKMARK INTL SM CAP-R6 | 2019-07-10 | 2025-03-11 | $14,501 | $10,253 | $4,248 | $4,248 | |
| 1. ISHARES CORE S&P 500 | 2024-11-19 | 2025-03-11 | $564 | $591 | -$27 | -$27 | |
| 7. ISHARES U S TREASURY BOND | 2024-08-27 | 2025-03-11 | $160 | $163 | -$3 | -$3 | |
| 58.668 MFS EMERGING MKTS DEBT FD-R6 | 2018-06-12 | 2025-03-11 | $708 | $825 | -$117 | -$117 | |
| 353.305 MERIDIAN SMALL CAP GROW-INSTL | 2024-06-11 | 2025-03-11 | $4,310 | $4,522 | -$212 | -$212 | |
| 96.443 PGIM HIGH YIELD FUND | 2018-06-12 | 2025-03-11 | $463 | $523 | -$60 | -$60 | |
| 435.115 TOUCHSTONE MID CAP-R6 | 2022-03-01 | 2025-03-11 | $22,791 | $19,487 | $3,304 | $3,304 | |
| 75.723 ALLSPRING CORE BOND FUND | 2023-05-25 | 2025-03-11 | $837 | $832 | $5 | $5 | |
| 10. WISDOMTREE U.S. QUALITY DIVI | 2024-11-19 | 2025-03-11 | $794 | $832 | -$38 | -$38 | |
| 2.301 PZENA EMERG MKTS VALUE-INST | 2024-08-27 | 2025-08-26 | $34 | $30 | $4 | $4 | |
| 77.247 PZENA EMERG MKTS VALUE-INST | 2025-03-11 | 2025-08-26 | $1,130 | $979 | $151 | $151 | |
| 7304.271 BLACKROCK TOTAL RETURN-I | 2024-08-26 | 2025-08-26 | $72,677 | $74,065 | -$1,388 | -$1,388 | |
| 39.276 BLACKROCK TOTAL RETURN-I | 2025-03-11 | 2025-08-26 | $391 | $387 | $4 | $4 | |
| 36. DIMENSIONAL INTERNATIONAL VA | 2023-11-14 | 2025-08-26 | $1,638 | $1,177 | $461 | $461 | |
| 4093.443 DOUBLELINE TOTAL RETURN BOND | 2023-05-25 | 2025-08-26 | $36,391 | $35,873 | $518 | $518 | |
| 129.024 SEAFARER OVERSEAS GROWTH & | 2021-03-24 | 2025-08-26 | $1,787 | $1,915 | -$128 | -$128 | |
| 122.538 WCM FOCUSED INTL GROWTH-INS | 2025-03-11 | 2025-08-26 | $3,255 | $2,816 | $439 | $439 | |
| 40. ISHARES CORE S&P 500 | 2024-11-19 | 2025-08-26 | $25,831 | $23,648 | $2,183 | $2,183 | |
| 12. ISHARES CORE MSCI DEV MKTS | 2025-03-11 | 2025-08-26 | $940 | $827 | $113 | $113 | |
| 101.617 LONGLEAF PARTNERS FDS TR | 2021-03-24 | 2025-08-26 | $1,826 | $1,882 | -$56 | -$56 | |
| 847.749 MFS EMERGING MKTS DEBT FD-R6 | 2024-08-26 | 2025-08-26 | $10,478 | $10,359 | $119 | $119 | |
| 906.085 MFS EMERGING MKTS DEBT FD-R6 | 2018-06-12 | 2025-08-26 | $11,199 | $11,567 | -$368 | -$368 | |
| 3413.196 PGIM HIGH YIELD FUND | 2024-08-27 | 2025-08-26 | $16,691 | $16,545 | $146 | $146 | |
| 2254.6 PGIM HIGH YIELD FUND | 2018-06-12 | 2025-08-26 | $11,025 | $11,400 | -$375 | -$375 | |
| .638 TOUCHSTONE SANDS EM GR-R6 | 2021-12-28 | 2025-08-26 | $11 | $12 | -$1 | -$1 | |
| 4916.519 ALLSPRING CORE BOND FUND | 2023-05-25 | 2025-08-26 | $54,623 | $53,917 | $706 | $706 | |
| 38.374 LONGLEAF PARTNERS FDS TR | 2025-03-11 | 2025-09-03 | $690 | $595 | $95 | $95 | |
| 1418.499 LONGLEAF PARTNERS FDS TR | 2021-03-24 | 2025-09-03 | $25,490 | $24,472 | $1,018 | $1,018 | |
| 4.326 AMG RR SM CAP VAL-I | 2024-06-11 | 2025-09-08 | $73 | $67 | $6 | $6 | |
| 25.485 PZENA EMERG MKTS VALUE-INST | 2025-03-11 | 2025-09-08 | $375 | $323 | $52 | $52 | |
| 6. AVANTIS US LARGE CAP VALUE | 2025-03-11 | 2025-09-08 | $428 | $388 | $40 | $40 | |
| 81.276 AMER FND MULTI-SEC INC-F3 | 2025-08-26 | 2025-09-08 | $777 | $771 | $6 | $6 | |
| 161.446 DODGE & COX INCOME FUND | 2025-08-26 | 2025-09-08 | $2,096 | $2,060 | $36 | $36 | |
| 53.598 SEAFARER OVERSEAS GROWTH & | 2021-11-05 | 2025-09-08 | $753 | $748 | $5 | $5 | |
| 30.823 HARBOR MID CAP VALUE | 2024-06-11 | 2025-09-08 | $886 | $778 | $108 | $108 | |
| 9.124 WCM FOCUSED INTL GROWTH-INS | 2025-03-11 | 2025-09-08 | $244 | $210 | $34 | $34 | |
| 7. ISHARES CORE S&P 500 | 2024-11-19 | 2025-09-08 | $4,559 | $4,138 | $421 | $421 | |
| 35. ISHARES U S TREASURY BOND | 2024-08-27 | 2025-09-08 | $810 | $816 | -$6 | -$6 | |
| 6. ISHARES CORE MSCI DEV MKTS | 2025-03-11 | 2025-09-08 | $474 | $413 | $61 | $61 | |
| 16.754 MERIDIAN SMALL CAP GROW-INSTL | 2024-06-11 | 2025-09-08 | $225 | $214 | $11 | $11 | |
| 98.33 PRUDENTIAL TOTAL RETURN BOND | 2025-08-26 | 2025-09-08 | $1,204 | $1,188 | $16 | $16 | |
| 85.005 TOUCHSTONE SANDS EM GR-R6 | 2021-12-28 | 2025-09-08 | $1,424 | $1,657 | -$233 | -$233 | |
| 273. AVANTIS US LARGE CAP VALUE | 2025-03-11 | 2025-09-23 | $19,811 | $17,650 | $2,161 | $2,161 | |
| 119.844 SEAFARER OVERSEAS GROWTH & | 2025-03-11 | 2025-09-23 | $1,722 | $1,432 | $290 | $290 | |
| 2230.345 SEAFARER OVERSEAS GROWTH & | 2018-06-12 | 2025-09-23 | $32,050 | $28,241 | $3,809 | $3,809 | |
| 109.354 WCM FOCUSED INTL GROWTH-INS | 2025-03-11 | 2025-09-23 | $3,013 | $2,513 | $500 | $500 | |
| 790.024 WCM FOCUSED INTL GROWTH-INS | 2019-07-10 | 2025-09-23 | $21,765 | $13,863 | $7,902 | $7,902 | |
| 5. ISHARES MSCI INTL QUALITY | 2025-03-11 | 2025-09-23 | $221 | $200 | $21 | $21 | |
| 1053. ISHARES MSCI INTL QUALITY | 2023-04-19 | 2025-09-23 | $46,515 | $37,778 | $8,737 | $8,737 | |
| 527. WISDOMTREE U.S. QUALITY DIVI | 2023-09-26 | 2025-09-23 | $47,147 | $33,563 | $13,584 | $13,584 | |
| CAPITAL GAIN DIVIDENDS | $8,322 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,322 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,322 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,322 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,322 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,322 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,322 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,322 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,322 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,322 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,322 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,322 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,322 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,322 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,322 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,322 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,322 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,322 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,322 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,322 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,322 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,322 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,322 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,322 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,322 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,322 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,322 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,322 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,322 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,322 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,322 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,322 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,322 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,322 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,322 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,322 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,322 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,322 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,322 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,322 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,322 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,322 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,322 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,322 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,322 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,322 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,322 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,322 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,322 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,322 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,322 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,322 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,322 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,322 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,322 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,322 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,322 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $56,015 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,062 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,062 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,062 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $665 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $665 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $397 | 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 | 4128075594 | 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 | $15,714 | 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 | $1,263,041 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $32,118 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,295,159 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,295,159 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $19,427 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,275,732 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $63,787 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $63,787 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,062 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,062 | TotalTaxAmt |
| Distributable Before Adj | $62,725 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $62,725 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $62,725 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $60,230 | 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 | $60,230 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $62,725 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $57,087 | 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 | $60,230 | QualifyingDistributionsAmt |
| Applied To Year1 | $57,087 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,143 | 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 | $59,582 | 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 | UPMC | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 GRANT STREET 58TH FLOOR | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152192739 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusCd |
| Grant Or Contribution Purpose | GENERAL SUPPORT | GrantOrContributionPurposeTxt |
| Amt | $57,087 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $57,087 | 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 | $33,626 | 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 | $56,015 | 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 | $89,641 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $89,641 | 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 | $19,025 | $27,126 |
| 464287200 ISHARES CORE S&P 500 | AT COST | $281,679 | $516,445 |
| 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 | $24,918 | $33,701 |
| 256210105 DODGE & COX INCOME F | AT COST | $109,322 | $112,838 |
| 89154M702 TOUCHSTONE SANDS EM | AT COST | $27,397 | $32,814 |
| 89155T490 TOUCHSTONE MID CAP-R | |||
| 25434V807 DIMENSIONAL INTERNAT | AT COST | $51,899 | $65,120 |
| 258620566 DOUBLELINE TOTAL RET | |||
| 46429B267 ISHARES U S TREASURY | AT COST | $73,052 | $73,404 |
| 46434V456 ISHARES MSCI INTL QU | |||
| 94987W794 ALLSPRING CORE BOND | |||
| 00171A852 AMG RR SM CAP VAL-I | AT COST | $15,501 | $15,081 |
| 04314H576 ARTISAN INTL SM/MID- | |||
| 057071813 BAIRD MIDCAP INST | AT COST | $20,949 | $16,826 |
| 09252M883 BLACKROCK TOTAL RETU | |||
| 411512460 HARBOR MID CAP VALUE | AT COST | $17,728 | $19,234 |
| 589619824 MERIDIAN SMALL CAP G | AT COST | $15,852 | $15,486 |
| 025072349 AVANTIS US LARGE CAP | AT COST | $20,883 | $24,474 |
| 02631W607 AMER FND MULTI-SEC I | AT COST | $60,094 | $60,082 |
| 092528603 ISHARES FLEXIBLE INC | AT COST | $39,580 | $39,366 |
| 37954Y632 GLOBAL X ART INTEL & | AT COST | $60,005 | $61,439 |
| 46138E800 INVESCO CHINA TECHNO | AT COST | $32,766 | $30,056 |
| 46435G326 ISHARES CORE MSCI DE | AT COST | $48,805 | $55,014 |
| 52107V229 LAZARD INTL QLTY GRW | AT COST | $30,103 | $28,422 |
| 74440B884 PRUDENTIAL TOTAL RET | AT COST | $92,822 | $93,573 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| WASH SALE ADJ | $239 |
| ROUNDING | $12 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MUTUAL FUND TIMING ADJ | Desc |
| Amt | $328 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $376 | $376 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $465 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $665 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $200 | $200 | $0 |