NANCY M HOSTETTER TUW FBO LANC CO FOUND: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- NANCY M HOSTETTER TUW FBO LANC CO FOUND (EIN 23-7805000)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-04-24
- IRS object ID
- 202511149349100346
- Schema version
- 2024v5.1
- 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 Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-24T16:01:29-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2100 ONE PPG PLACE | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237805000 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NANCY M HOSTETTER TUW FBO LANC CO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOST | BusinessNameControlTxt |
| Phone | 4127627070 | 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 | 4127627070 | PhoneNum |
| Signature | 2025-03-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JASON BELOT | PreparerPersonNm |
| PTIN | P00183464 | PTIN |
| Phone | 3302555814 | PhoneNum |
| Preparation | 2025-03-30 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | 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 | $5,401,634 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $132,840 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $132,006 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $170,601 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,252,598 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $170,601 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $7,365 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $310,806 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $302,607 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $45,305 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $36,244 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $9,061 | 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 | $4,800 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,762 | 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 |
| Other Expenses Rev And Expnss | $85 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $85 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $50,190 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $38,091 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,061 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $222,683 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $222,683 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $272,873 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $38,091 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $231,744 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $37,933 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $264,516 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $134,235 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $214,891 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $214,891 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $4,576,643 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,531,956 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,186,743 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,710,878 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,746,847 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,401,634 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,710,878 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,746,847 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,710,878 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,746,847 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,710,878 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,746,847 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,710,878 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $37,933 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,375 | OtherIncreasesAmt |
| Subtotal | $4,754,186 | SubtotalAmt |
| Other Decreases | $7,339 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,746,847 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (66 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 1. PG&E CORP | 2001-01-01 | 2024-02-05 | |||||
| 1. BANK OF AMERICA XXX-XX-XXXX | 2001-01-01 | 2024-03-20 | $21 | $21 | $21 | ||
| 1. TWITTER, INC 90184L102 CLASS ACTION | 2001-01-01 | 2024-05-15 | $154 | $154 | $154 | ||
| 3433.744 LSV SMALL CAP FUND-INST | 2022-07-18 | 2024-06-11 | $61,155 | $8,765 | $8,765 | $52,390 | |
| 43. ISHARES CORE S&P 500 ETF | 2019-04-04 | 2024-06-11 | $23,018 | $10,580 | $10,580 | $12,438 | |
| 111.096 NUANCE MID CAP VALUE-Z | 2023-06-12 | 2024-06-11 | $1,382 | -$4 | -$4 | $1,386 | |
| 6907.238 NUANCE MID CAP VALUE-Z | 2022-07-18 | 2024-06-11 | $85,926 | -$1,187 | -$1,187 | $87,113 | |
| 6277.106 SPYGLASS GROWTH FUND-INST | 2022-07-18 | 2024-06-11 | $94,533 | $27,933 | $27,933 | $66,600 | |
| 81.407 TRANSAMERICA SM CAP GROW-I2 | 2023-06-12 | 2024-06-11 | $539 | $14 | $14 | $525 | |
| 9187.291 TRANSAMERICA SM CAP GROW-I2 | 2022-07-18 | 2024-06-11 | $60,820 | $4,853 | $4,853 | $55,967 | |
| 1700.52 TRIBUTARY SMALL COMPANY FD INST PLUS FD 1705 | 2022-07-18 | 2024-06-11 | $51,237 | $2,177 | $2,177 | $49,060 | |
| 1. NOVO NORDISK A/S XXX-XX-XXXX CLASS ACTION | 2001-01-01 | 2024-06-12 | $115 | $115 | $115 | ||
| 92. ISHARES CORE S&P 500 ETF | 2019-04-04 | 2024-07-19 | $50,791 | $20,159 | $20,159 | $30,632 | |
| 35. WISDOMTREE U.S. QUALITY DIVI ETF | 2023-09-26 | 2024-07-19 | $2,772 | $543 | $543 | $2,229 | |
| 474.791 WASATCH INTL OPPORTUNIT-INST | 2023-09-26 | 2024-08-20 | $1,534 | $238 | $238 | $1,296 | |
| 20244.864 WASATCH INTL OPPORTUNIT-INST | 2019-04-04 | 2024-08-20 | $65,391 | -$2,502 | -$2,502 | $67,893 | |
| 117.569 DODGE & COX INCOME FUND FD 147 | 2022-07-18 | 2024-08-26 | $1,523 | $38 | $38 | $1,485 | |
| 93.106 DOUBLELINE TOTAL RETURN BOND FUND CLASS R6 | 2023-05-25 | 2024-08-26 | $840 | $19 | $19 | $821 | |
| 43. ISHARES CORE S&P 500 ETF | 2021-08-24 | 2024-08-26 | $24,229 | $4,876 | $4,876 | $19,353 | |
| 10. ISHARES MSCI USA MIN VOL FACTOR ETF | 2023-09-26 | 2024-08-26 | $907 | $174 | $174 | $733 | |
| 1414.951 ALLSPRING CORE BOND FUND | 2023-05-25 | 2024-08-26 | $15,989 | $439 | $439 | $15,550 | |
| 1303.529 WESTERN ASSET CORE PLUS BOND FUND CLASS IS | 2023-09-26 | 2024-08-26 | $12,423 | $836 | $836 | $11,587 | |
| 30438.564 WESTERN ASSET CORE PLUS BOND FUND CLASS IS | 2019-04-04 | 2024-08-26 | $290,080 | -$39,812 | -$39,812 | $329,892 | |
| 42. WISDOMTREE U.S. QUALITY DIVI ETF | 2023-09-26 | 2024-08-26 | $3,433 | $758 | $758 | $2,675 | |
| 116. ISHARES CORE S&P 500 ETF | 2021-08-24 | 2024-10-08 | $66,462 | $17,550 | $17,550 | $48,912 | |
| 36. ISHARES MSCI USA MIN VOL FACTOR ETF | 2023-09-26 | 2024-10-08 | $3,257 | $617 | $617 | $2,640 | |
| 3439.143 ALLSPRING CORE BOND FUND | 2023-05-25 | 2024-10-08 | $38,518 | $722 | $722 | $37,796 | |
| 80. WISDOMTREE U.S. QUALITY DIVI ETF | 2023-09-26 | 2024-10-08 | $6,605 | $1,510 | $1,510 | $5,095 | |
| 1. STERICYCLE INC XXX-XX-XXXX CLASS ACTION | 2001-01-01 | 2024-11-07 | $22 | $22 | $22 | ||
| 1538. ISHARES MSCI USA MIN VOL FACTOR ETF | 2023-09-26 | 2024-11-19 | $139,969 | $27,186 | $27,186 | $112,783 | |
| 1. MICRO FOCUS INTL PLC XXX-XX-XXXX CLASS ACTION | 2001-01-01 | 2024-11-20 | $13 | $13 | $13 | ||
| 156. ISHARES CORE S&P 500 ETF | 2022-07-18 | 2024-12-04 | $94,982 | $35,122 | $35,122 | $59,860 | |
| 83. WISDOMTREE U.S. QUALITY DIVI ETF | 2023-09-26 | 2024-12-04 | $7,060 | $1,774 | $1,774 | $5,286 | |
| CAPITAL GAIN DIVIDENDS | $46,898 | P | |||||
| CAPITAL GAIN DIVIDENDS | $46,898 | P | |||||
| CAPITAL GAIN DIVIDENDS | $46,898 | P | |||||
| CAPITAL GAIN DIVIDENDS | $46,898 | P | |||||
| CAPITAL GAIN DIVIDENDS | $46,898 | P | |||||
| CAPITAL GAIN DIVIDENDS | $46,898 | P | |||||
| CAPITAL GAIN DIVIDENDS | $46,898 | P | |||||
| CAPITAL GAIN DIVIDENDS | $46,898 | P | |||||
| CAPITAL GAIN DIVIDENDS | $46,898 | P | |||||
| CAPITAL GAIN DIVIDENDS | $46,898 | P | |||||
| CAPITAL GAIN DIVIDENDS | $46,898 | P | |||||
| CAPITAL GAIN DIVIDENDS | $46,898 | P | |||||
| CAPITAL GAIN DIVIDENDS | $46,898 | P | |||||
| CAPITAL GAIN DIVIDENDS | $46,898 | P | |||||
| CAPITAL GAIN DIVIDENDS | $46,898 | P | |||||
| CAPITAL GAIN DIVIDENDS | $46,898 | P | |||||
| CAPITAL GAIN DIVIDENDS | $46,898 | P | |||||
| CAPITAL GAIN DIVIDENDS | $46,898 | P | |||||
| CAPITAL GAIN DIVIDENDS | $46,898 | P | |||||
| CAPITAL GAIN DIVIDENDS | $46,898 | P | |||||
| CAPITAL GAIN DIVIDENDS | $46,898 | P | |||||
| CAPITAL GAIN DIVIDENDS | $46,898 | P | |||||
| CAPITAL GAIN DIVIDENDS | $46,898 | P | |||||
| CAPITAL GAIN DIVIDENDS | $46,898 | P | |||||
| CAPITAL GAIN DIVIDENDS | $46,898 | P | |||||
| CAPITAL GAIN DIVIDENDS | $46,898 | P | |||||
| CAPITAL GAIN DIVIDENDS | $46,898 | P | |||||
| CAPITAL GAIN DIVIDENDS | $46,898 | P | |||||
| CAPITAL GAIN DIVIDENDS | $46,898 | P | |||||
| CAPITAL GAIN DIVIDENDS | $46,898 | P | |||||
| CAPITAL GAIN DIVIDENDS | $46,898 | P | |||||
| CAPITAL GAIN DIVIDENDS | $46,898 | P | |||||
| CAPITAL GAIN DIVIDENDS | $46,898 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $170,601 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,677 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,677 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,677 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,021 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,021 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,656 | 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 | 4127627070 | 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 | 9 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $45,305 | 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 | $5,341,599 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,341,599 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,341,599 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $80,124 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,261,475 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $263,074 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $263,074 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,677 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,677 | TotalTaxAmt |
| Distributable Before Adj | $259,397 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $259,397 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $259,397 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $231,744 | 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 | $231,744 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $259,397 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $212,619 | 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 | $231,744 | QualifyingDistributionsAmt |
| Applied To Year1 | $212,619 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $19,125 | 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 | $240,272 | 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 | LANCASTER COUNTY FOUNDATION | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24 WEST KING STREET | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 176033809 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL SUPPORT | GrantOrContributionPurposeTxt |
| Amt | $222,683 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $222,683 | 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 | $132,840 | 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 | $170,601 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,365 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $310,806 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $310,806 | 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 | AT COST | $141,916 | $116,697 |
| 464287200 ISHARES CORE S&P 500 | AT COST | $1,411,080 | $2,017,406 |
| 552746364 MFS EMERGING MKTS DE | AT COST | $91,129 | $93,520 |
| 936793686 WASATCH INTL OPPORTU | |||
| 74440Y884 PGIM HIGH YIELD FUND | AT COST | $120,921 | $120,770 |
| 97717X669 WISDOMTREE U.S. QUAL | AT COST | $148,520 | $187,596 |
| 413838566 OAKMARK INTL SM CAP- | AT COST | $48,724 | $57,968 |
| 543069405 LONGLEAF PARTNERS FD | AT COST | $105,912 | $92,252 |
| 957663669 WESTERN ASSET CORE P | |||
| 00769G535 LSV SMALL CAP FUND-I | |||
| 00770X675 PZENA EMERG MKTS VAL | AT COST | $82,895 | $93,387 |
| 256210105 DODGE & COX INCOME F | AT COST | $343,521 | $343,613 |
| 461418444 WCM FOCUSED INTL GRO | AT COST | $168,055 | $192,849 |
| 56167N712 NUANCE MID CAP VALUE | |||
| 56170L703 SPYGLASS GROWTH FUND | |||
| 89154M702 TOUCHSTONE SANDS EM | AT COST | $130,849 | $102,859 |
| 89155T490 TOUCHSTONE MID CAP-R | AT COST | $81,752 | $107,556 |
| 89355J656 TRANSAMERICA SM CAP | |||
| 89609H704 TRIBUTARY SMALL COMP | |||
| 25434V807 DIMENSIONAL INTERNAT | AT COST | $95,836 | $103,992 |
| 258620566 DOUBLELINE TOTAL RET | AT COST | $173,728 | $170,938 |
| 46429B267 ISHARES U S TREASURY | AT COST | $221,873 | $222,125 |
| 46429B697 ISHARES MSCI USA MIN | |||
| 46434V456 ISHARES MSCI INTL QU | AT COST | $170,277 | $176,023 |
| 94987W794 ALLSPRING CORE BOND | AT COST | $240,765 | $238,793 |
| 00171A852 AMG RR SM CAP VAL-I | AT COST | $92,342 | $96,707 |
| 04314H576 ARTISAN INTL SM/MID- | AT COST | $66,717 | $62,413 |
| 057071813 BAIRD MIDCAP INST | AT COST | $92,342 | $91,641 |
| 09252M883 BLACKROCK TOTAL RETU | AT COST | $318,118 | $305,356 |
| 411512460 HARBOR MID CAP VALUE | AT COST | $92,342 | $94,097 |
| 589619824 MERIDIAN SMALL CAP G | AT COST | $92,342 | $98,185 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| RETURN OF CAPITAL ADJUSTMENT | $2,225 |
| 2024 TRANSACTION POSTED IN 2025 | $5,077 |
| ADJUSTMENT TO INCOME | $37 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION FILING FEES | Desc |
| Revenue And Expenses Per Books | $85 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $85 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Revenue And Expenses Per Books | $7,365 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2023 TRANSACTION POSTED IN 2024 | Desc |
| Amt | $5,375 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $1,017 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $2,021 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $1,380 | $1,380 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $382 | $382 | $0 |