DOROTHY M & SANDRA L BITTERS CHARITABLE TRUST: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- DOROTHY M & SANDRA L BITTERS CHARITABLE TRUST (EIN 34-7182966)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-08
- IRS object ID
- 202641289349102699
- 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 | 2026-05-08T17:01:37-05:00 | 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 | 347182966 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DOROTHY & SANDRA BITTERS CHAR TR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BITT | 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 | 2026-03-30 | 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 | $261,260 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $6,508 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,483 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $13,482 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $112,726 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $13,482 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $19,990 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $19,965 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $3,197 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,557 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $639 | 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 | $295 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $112 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $3,492 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,669 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $639 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $11,096 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $11,096 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $14,588 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,669 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $11,735 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,402 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $17,296 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $8,854 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $11,974 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $11,974 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $192,728 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $195,072 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $249,286 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $201,582 | TotalAssetsBOYAmt |
| Total Assets EOY | $207,046 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $261,260 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $201,582 | CapitalStockBOYAmt |
| Capital Stock EOY | $207,046 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $201,582 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $207,046 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $201,582 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $207,046 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $201,582 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,402 | ExcessRevenueOverExpensesAmt |
| Other Increases | $67 | OtherIncreasesAmt |
| Subtotal | $207,051 | SubtotalAmt |
| Other Decreases | $5 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $207,046 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (102 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 67.739 AMG RR SM CAP VAL-I | 2024-06-11 | 2025-03-11 | $1,039 | $1,046 | -$7 | -$7 | |
| 149.704 ARTISAN INTL SM/MID-INST | 2024-08-20 | 2025-03-11 | $2,617 | $2,785 | -$168 | -$168 | |
| 8. DIMENSIONAL INTERNATIONAL VA | 2023-11-14 | 2025-03-11 | $313 | $262 | $51 | $51 | |
| 23.668 DODGE & COX INCOME FUND | 2024-10-08 | 2025-03-11 | $300 | $303 | -$3 | -$3 | |
| 62.909 DOUBLELINE TOTAL RETURN BOND | 2023-05-25 | 2025-03-11 | $557 | $555 | $2 | $2 | |
| 65.56 HARBOR MID CAP VALUE | 2024-06-11 | 2025-03-11 | $1,636 | $1,655 | -$19 | -$19 | |
| 139.99 OAKMARK INTL SM CAP-R6 | 2018-10-04 | 2025-03-11 | $2,752 | $2,054 | $698 | $698 | |
| 1. ISHARES CORE S&P 500 | 2024-11-19 | 2025-03-11 | $564 | $591 | -$27 | -$27 | |
| 2.963 MFS EMERGING MKTS DEBT FD-R6 | 2018-10-04 | 2025-03-11 | $36 | $41 | -$5 | -$5 | |
| 236.298 MADISON MID CAP FUND-R6 | 2018-10-04 | 2025-03-11 | $3,793 | $2,581 | $1,212 | $1,212 | |
| 71.966 MERIDIAN SMALL CAP GROW-INSTL | 2024-06-11 | 2025-03-11 | $878 | $921 | -$43 | -$43 | |
| 3.072 PRINCIPAL MIDCAP FUND-R6 | 2018-10-04 | 2025-03-11 | $132 | $88 | $44 | $44 | |
| 16.899 PGIM HIGH YIELD FUND | 2018-10-04 | 2025-03-11 | $81 | $92 | -$11 | -$11 | |
| 13.124 ALLSPRING CORE BOND FUND | 2023-05-25 | 2025-03-11 | $145 | $144 | $1 | $1 | |
| 2. WISDOMTREE U.S. QUALITY DIVI | 2024-11-19 | 2025-03-11 | $159 | $166 | -$7 | -$7 | |
| 4.339 PZENA EMERG MKTS VALUE-INST | 2025-03-11 | 2025-08-26 | $63 | $55 | $8 | $8 | |
| 11.01 PZENA EMERG MKTS VALUE-INST | 2023-12-28 | 2025-08-26 | $161 | $134 | $27 | $27 | |
| 1391.496 BLACKROCK TOTAL RETURN-I | 2024-08-26 | 2025-08-26 | $13,845 | $14,103 | -$258 | -$258 | |
| 29.922 BLACKROCK TOTAL RETURN-I | 2025-03-11 | 2025-08-26 | $298 | $295 | $3 | $3 | |
| 7. DIMENSIONAL INTERNATIONAL VA | 2023-11-14 | 2025-08-26 | $318 | $229 | $89 | $89 | |
| 792.277 DOUBLELINE TOTAL RETURN BOND | 2023-05-25 | 2025-08-26 | $7,043 | $6,946 | $97 | $97 | |
| 25.052 SEAFARER OVERSEAS GROWTH & | 2021-03-24 | 2025-08-26 | $347 | $357 | -$10 | -$10 | |
| 23.878 WCM FOCUSED INTL GROWTH-INS | 2025-03-11 | 2025-08-26 | $634 | $549 | $85 | $85 | |
| 8. ISHARES CORE S&P 500 | 2024-11-19 | 2025-08-26 | $5,166 | $4,730 | $436 | $436 | |
| 19.751 LONGLEAF PARTNERS FDS TR | 2021-03-24 | 2025-08-26 | $355 | $366 | -$11 | -$11 | |
| 159.631 MFS EMERGING MKTS DEBT FD-R6 | 2024-08-26 | 2025-08-26 | $1,973 | $1,951 | $22 | $22 | |
| 179.82 MFS EMERGING MKTS DEBT FD-R6 | 2018-10-04 | 2025-08-26 | $2,223 | $2,475 | -$252 | -$252 | |
| 652.689 PGIM HIGH YIELD FUND | 2024-10-08 | 2025-08-26 | $3,192 | $3,166 | $26 | $26 | |
| 444.301 PGIM HIGH YIELD FUND | 2018-10-04 | 2025-08-26 | $2,173 | $2,398 | -$225 | -$225 | |
| 1.388 TOUCHSTONE SANDS EM GR-R6 | 2025-03-11 | 2025-08-26 | $23 | $20 | $3 | $3 | |
| 6.082 TOUCHSTONE SANDS EM GR-R6 | 2021-12-28 | 2025-08-26 | $101 | $116 | -$15 | -$15 | |
| 951.582 ALLSPRING CORE BOND FUND | 2023-05-25 | 2025-08-26 | $10,572 | $10,438 | $134 | $134 | |
| 27.404 LONGLEAF PARTNERS FDS TR | 2025-03-11 | 2025-09-03 | $492 | $425 | $67 | $67 | |
| 254.539 LONGLEAF PARTNERS FDS TR | 2021-03-24 | 2025-09-03 | $4,574 | $4,616 | -$42 | -$42 | |
| 53. AVANTIS US LARGE CAP VALUE | 2025-03-11 | 2025-09-23 | $3,846 | $3,427 | $419 | $419 | |
| 56.155 SEAFARER OVERSEAS GROWTH & | 2025-03-11 | 2025-09-23 | $807 | $671 | $136 | $136 | |
| 409.041 SEAFARER OVERSEAS GROWTH & | 2018-10-04 | 2025-09-23 | $5,878 | $4,917 | $961 | $961 | |
| 4.967 WCM FOCUSED INTL GROWTH-INS | 2025-03-11 | 2025-09-23 | $137 | $114 | $23 | $23 | |
| 168.258 WCM FOCUSED INTL GROWTH-INS | 2018-10-24 | 2025-09-23 | $4,636 | $2,470 | $2,166 | $2,166 | |
| 2. ISHARES MSCI INTL QUALITY | 2025-03-11 | 2025-09-23 | $88 | $80 | $8 | $8 | |
| 202. ISHARES MSCI INTL QUALITY | 2023-04-19 | 2025-09-23 | $8,923 | $7,224 | $1,699 | $1,699 | |
| 102. WISDOMTREE U.S. QUALITY DIVI | 2023-09-26 | 2025-09-23 | $9,125 | $6,496 | $2,629 | $2,629 | |
| 9. ISHARES FLEXIBLE INCOME | 2025-08-26 | 2025-12-17 | $477 | $479 | -$2 | -$2 | |
| 24. DIMENSIONAL INTERNATIONAL VA | 2025-09-23 | 2025-12-17 | $1,182 | $1,112 | $70 | $70 | |
| 15.888 DODGE & COX INCOME FUND | 2025-09-23 | 2025-12-17 | $206 | $206 | |||
| 46.811 DODGE & COX INCOME FUND | 2024-10-08 | 2025-12-17 | $606 | $599 | $7 | $7 | |
| 8. ISHARES CORE S&P 500 | 2023-03-06 | 2025-12-17 | $5,440 | $3,447 | $1,993 | $1,993 | |
| 12. ISHARES U S TREASURY BOND | 2025-09-23 | 2025-12-17 | $277 | $278 | -$1 | -$1 | |
| 10. ISHARES U S TREASURY BOND | 2023-05-25 | 2025-12-17 | $231 | $230 | $1 | $1 | |
| 4. ISHARES CORE MSCI DEV MKTS | 2025-09-23 | 2025-12-17 | $326 | $321 | $5 | $5 | |
| 52.471 PRUDENTIAL TOTAL RETURN BOND | 2025-08-26 | 2025-12-17 | $639 | $636 | $3 | $3 | |
| CAPITAL GAIN DIVIDENDS | $1,448 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,448 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,448 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,448 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,448 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,448 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,448 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,448 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,448 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,448 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,448 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,448 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,448 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,448 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,448 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,448 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,448 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,448 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,448 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,448 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,448 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,448 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,448 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,448 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,448 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,448 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,448 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,448 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,448 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,448 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,448 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,448 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,448 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,448 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,448 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,448 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,448 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,448 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,448 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,448 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,448 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,448 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,448 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,448 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,448 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,448 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,448 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,448 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,448 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,448 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,448 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $13,482 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $240 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $240 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $240 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $122 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $122 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $118 | 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 | 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
| 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 | $3,197 | 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 | $244,811 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,075 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $251,886 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $251,886 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,778 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $248,108 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $12,405 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $12,405 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $240 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $240 | TotalTaxAmt |
| Distributable Before Adj | $12,165 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $12,165 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $12,165 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $11,735 | 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 | $11,735 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $12,165 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $11,095 | 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 | $11,735 | QualifyingDistributionsAmt |
| Applied To Year1 | $11,095 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $640 | 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 | $11,525 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| UNITED NEGRO COLLEGE FUND INC | |||||||
| 1805 7TH ST NW | WAHINGTON | DC | 20001 | NONE | PC | SCHOLARSHIP FUND | $3,698 |
| UNITED SPINAL ASSOCIATION | |||||||
| 120-34 QUEENS BLVD 320 | KEW GARDENS | NY | 11415 | NONE | PC | GENERAL SUPPORT | $1,850 |
| TITUSVILLE AREA HOSPITAL | |||||||
| 406 OAK STREET | TITUSVILLE | PA | 16354 | NONE | PC | GENERAL SUPPORT | $1,850 |
| ST JOSEPH'S INDIAN SCHOOL | |||||||
| 1301 N MAIN ST | CHAMBERLAIN | SD | 573251656 | NONE | PC | GENERAL SUPPORT | $3,698 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $11,096 | 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 | $6,508 | 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 | $13,482 | 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 | $19,990 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $19,990 | 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 | $3,136 | $5,314 |
| 464287200 ISHARES CORE S&P 500 | AT COST | $53,190 | $95,207 |
| 552746364 MFS EMERGING MKTS DE | |||
| 557492485 MADISON MID CAP FUND | |||
| 74256W584 PRINCIPAL MIDCAP FUN | AT COST | $2,769 | $4,106 |
| 74440Y884 PGIM HIGH YIELD FUND | |||
| 97717X669 WISDOMTREE U.S. QUAL | |||
| 413838566 OAKMARK INTL SM CAP- | |||
| 543069405 LONGLEAF PARTNERS FD | |||
| 00171A852 AMG RR SM CAP VAL-I | AT COST | $2,813 | $2,955 |
| 00770X675 PZENA EMERG MKTS VAL | AT COST | $4,887 | $6,602 |
| 256210105 DODGE & COX INCOME F | AT COST | $20,272 | $21,300 |
| 89154M702 TOUCHSTONE SANDS EM | AT COST | $4,828 | $6,428 |
| 25434V807 DIMENSIONAL INTERNAT | AT COST | $9,057 | $11,527 |
| 258620566 DOUBLELINE TOTAL RET | |||
| 46429B267 ISHARES U S TREASURY | AT COST | $13,787 | $13,861 |
| 46434V456 ISHARES MSCI INTL QU | |||
| 94987W794 ALLSPRING CORE BOND | |||
| 04314H576 ARTISAN INTL SM/MID- | |||
| 09252M883 BLACKROCK TOTAL RETU | |||
| 411512460 HARBOR MID CAP VALUE | AT COST | $2,921 | $3,178 |
| 589619824 MERIDIAN SMALL CAP G | AT COST | $3,083 | $3,013 |
| 025072349 AVANTIS US LARGE CAP | AT COST | $4,073 | $4,774 |
| 02631W607 AMER FND MULTI-SEC I | AT COST | $11,488 | $11,488 |
| 092528603 ISHARES FLEXIBLE INC | AT COST | $7,534 | $7,493 |
| 37954Y632 GLOBAL X ART INTEL & | AT COST | $12,220 | $12,512 |
| 46138E800 INVESCO CHINA TECHNO | AT COST | $6,406 | $5,876 |
| 46435G326 ISHARES CORE MSCI DE | AT COST | $9,164 | $10,392 |
| 52107V229 LAZARD INTL QLTY GRW | AT COST | $5,897 | $5,568 |
| 74440B884 PRUDENTIAL TOTAL RET | AT COST | $17,547 | $17,692 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ROC ON CY SALES | $1 |
| PY RETURN OF CAPITAL ADJUSTMENT | $4 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| MUTUAL FUND TIMING ADJ | $64 |
| ROUNDING | $3 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $73 | $73 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $61 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $122 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $39 | $39 | $0 |