JOSEPH B M N TW R ALBRIGHT: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- JOSEPH B M N TW R ALBRIGHT (EIN 23-6273240)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-07
- IRS object ID
- 202401289349100430
- Schema version
- 2023v5.0
- 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 Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-07T12:01:47-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | 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 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 236273240 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSEPH B M N TW R ALBRIGHT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOSE | BusinessNameControlTxt |
| Phone | 8888055689 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 185 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152300185 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL STAGIS | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 8888055689 | PhoneNum |
| Signature | 2024-03-22 | 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 | DANIEL WALTMAN | PreparerPersonNm |
| PTIN | P01233408 | PTIN |
| Phone | 4123556000 | PhoneNum |
| Preparation | 2024-03-22 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $85,838 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,807 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,764 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,177 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $43,848 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,177 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $160 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $4,144 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,941 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,388 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $824 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $555 | 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 | $19 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $19 | 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 | $1,407 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $843 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $555 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,560 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,560 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,967 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $843 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,115 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$823 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,098 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,821 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,487 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,487 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $82,466 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $79,968 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $82,351 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $84,287 | TotalAssetsBOYAmt |
| Total Assets EOY | $83,455 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $85,838 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $84,287 | CapitalStockBOYAmt |
| Capital Stock EOY | $83,455 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $84,287 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $83,455 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $84,287 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $83,455 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $84,287 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$823 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $83,464 | SubtotalAmt |
| Other Decreases | $9 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $83,455 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (86 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 20.001 BNY MELLON MID CAP STK FD CL M | 2020-11-13 | 2023-02-15 | $349 | $414 | -$65 | -$65 | |
| 10.254 BNY MELLON SMALL CAP STK FD CL M SHS | 2020-11-13 | 2023-02-15 | $211 | $213 | -$2 | -$2 | |
| 4.7 BNYM YLD ENHAN STRAT-Y | 2021-05-18 | 2023-02-15 | $51 | $59 | -$8 | -$8 | |
| 6.599 DFA EMERG MKTS CORE EQUITY | 2020-03-05 | 2023-02-15 | $141 | $130 | $11 | $11 | |
| 4.296 FIDELITY ADV INTL SM CAP-Z | 2021-11-04 | 2023-02-15 | $124 | $153 | -$29 | -$29 | |
| 4.194 GATEWAY TR | 2021-11-04 | 2023-02-15 | $155 | $170 | -$15 | -$15 | |
| 1.748 GOLDMAN SACHS ABS RETURN TR FUND - I | 2021-11-04 | 2023-02-15 | $16 | $19 | -$3 | -$3 | |
| 6. ISHARES MSCI EAFE INDEX FD | 2022-11-04 | 2023-02-15 | $424 | $365 | $59 | $59 | |
| 1. ISHARES TR S&P MIDCAP 400 INDEX FD | 2022-08-01 | 2023-02-15 | $265 | $251 | $14 | $14 | |
| 3.024 NEUBERGER BERMAN LONG SH-INS | 2021-11-04 | 2023-02-15 | $48 | $55 | -$7 | -$7 | |
| 3. VANGUARD RUSSELL 1000 | 2022-11-04 | 2023-02-15 | $562 | $514 | $48 | $48 | |
| 4.947 BNY MELLON MID CAP STK FD CL M | 2020-11-13 | 2023-03-06 | $84 | $102 | -$18 | -$18 | |
| 25.585 BNY MELLON BOND FD CL M | 2020-12-07 | 2023-03-06 | $277 | $336 | -$59 | -$59 | |
| 3.323 BNYM GLBL RL RTRN -Y | 2021-11-04 | 2023-03-06 | $49 | $59 | -$10 | -$10 | |
| 6.367 BNYM YLD ENHAN STRAT-Y | 2021-05-18 | 2023-03-06 | $69 | $79 | -$10 | -$10 | |
| 2.786 DFA EMERG MKTS CORE EQUITY | 2020-03-05 | 2023-03-06 | $59 | $55 | $4 | $4 | |
| 4.903 D F A COMMODITY STRATEGY PORT | 2021-11-04 | 2023-03-06 | $23 | $35 | -$12 | -$12 | |
| 1.525 FIDELITY ADV INTL SM CAP-Z | 2021-11-04 | 2023-03-06 | $44 | $54 | -$10 | -$10 | |
| 74.349 GATEWAY TR | 2021-11-04 | 2023-03-06 | $2,735 | $3,009 | -$274 | -$274 | |
| 1.094 GOLDMAN SACHS ABS RETURN TR FUND - I | 2021-11-04 | 2023-03-06 | $10 | $12 | -$2 | -$2 | |
| 13. ISHARES 1-3 YEAR TREASURY BOND ETF | 2022-08-01 | 2023-03-06 | $1,049 | $1,079 | -$30 | -$30 | |
| 59. ISHARES MSCI EAFE INDEX FD | 2022-11-04 | 2023-03-06 | $4,170 | $3,585 | $585 | $585 | |
| 133. VANGUARD RUSSELL 1000 | 2022-11-04 | 2023-03-06 | $24,569 | $22,803 | $1,766 | $1,766 | |
| 139.713 DFA EMERG MKTS CORE EQUITY | 2020-03-05 | 2023-05-11 | $2,963 | $2,757 | $206 | $206 | |
| 19.358 D F A COMMODITY STRATEGY PORT | 2023-02-16 | 2023-08-14 | $90 | $91 | -$1 | -$1 | |
| 149.412 D F A COMMODITY STRATEGY PORT | 2021-10-17 | 2023-08-14 | $698 | $1,022 | -$324 | -$324 | |
| 2.156 GATEWAY TR | 2021-11-04 | 2023-08-14 | $85 | $87 | -$2 | -$2 | |
| .358 GOLDMAN SACHS ABS RETURN TR FUND - I | 2021-11-04 | 2023-08-14 | $3 | $4 | -$1 | -$1 | |
| 2. ISHARES S&P 500 INDEX FUND | 2023-03-06 | 2023-08-14 | $901 | $813 | $88 | $88 | |
| 5.167 NEUBERGER BERMAN LONG SH-INS | 2021-11-04 | 2023-08-14 | $88 | $94 | -$6 | -$6 | |
| 5.877 ALLSPRING GLO LNG/SHRT EQ-Y | 2023-03-07 | 2023-11-20 | $69 | $66 | $3 | $3 | |
| 1.917 ALLSPRING GLO LNG/SHRT EQ-Y | 2023-08-15 | 2023-11-20 | $22 | $22 | |||
| .809 BNY MELLON MID CAP STK FD CL M | 2020-11-13 | 2023-11-20 | $14 | $17 | -$3 | -$3 | |
| 89.31388 BNY MELLON SMALL CAP STK FD CL M SHS | 2020-11-13 | 2023-11-20 | $1,634 | $1,853 | -$219 | -$219 | |
| .63412 BNY MELLON SMALL CAP STK FD CL M SHS | 2020-11-13 | 2023-11-20 | $12 | $13 | -$1 | -$1 | |
| 25.913 BNY MELLON BOND FD CL M | 2020-11-19 | 2023-11-20 | $275 | $343 | -$68 | -$68 | |
| 3.83 BNYM GLBL RL RTRN -Y | 2021-11-04 | 2023-11-20 | $55 | $68 | -$13 | -$13 | |
| 7.823 BNYM YLD ENHAN STRAT-Y | 2021-05-18 | 2023-11-20 | $85 | $97 | -$12 | -$12 | |
| .683 FIDELITY ADV INTL SM CAP-Z | 2021-11-04 | 2023-11-20 | $20 | $24 | -$4 | -$4 | |
| 1.76 GATEWAY TR | 2021-11-04 | 2023-11-20 | $70 | $71 | -$1 | -$1 | |
| 2.775 GOLDMAN SACHS ABS RETURN TR FUND - I | 2021-11-04 | 2023-11-20 | $26 | $30 | -$4 | -$4 | |
| 12. ISHARES TR S & P SMALL CAP 600 | 2022-08-01 | 2023-11-20 | $1,158 | $1,223 | -$65 | -$65 | |
| 7.485 NEUBERGER BERMAN LONG SH-INS | 2021-11-04 | 2023-11-20 | $129 | $136 | -$7 | -$7 | |
| CAPITAL GAIN DIVIDENDS | $587 | P | |||||
| CAPITAL GAIN DIVIDENDS | $587 | P | |||||
| CAPITAL GAIN DIVIDENDS | $587 | P | |||||
| CAPITAL GAIN DIVIDENDS | $587 | P | |||||
| CAPITAL GAIN DIVIDENDS | $587 | P | |||||
| CAPITAL GAIN DIVIDENDS | $587 | P | |||||
| CAPITAL GAIN DIVIDENDS | $587 | P | |||||
| CAPITAL GAIN DIVIDENDS | $587 | P | |||||
| CAPITAL GAIN DIVIDENDS | $587 | P | |||||
| CAPITAL GAIN DIVIDENDS | $587 | P | |||||
| CAPITAL GAIN DIVIDENDS | $587 | P | |||||
| CAPITAL GAIN DIVIDENDS | $587 | P | |||||
| CAPITAL GAIN DIVIDENDS | $587 | P | |||||
| CAPITAL GAIN DIVIDENDS | $587 | P | |||||
| CAPITAL GAIN DIVIDENDS | $587 | P | |||||
| CAPITAL GAIN DIVIDENDS | $587 | P | |||||
| CAPITAL GAIN DIVIDENDS | $587 | P | |||||
| CAPITAL GAIN DIVIDENDS | $587 | P | |||||
| CAPITAL GAIN DIVIDENDS | $587 | P | |||||
| CAPITAL GAIN DIVIDENDS | $587 | P | |||||
| CAPITAL GAIN DIVIDENDS | $587 | P | |||||
| CAPITAL GAIN DIVIDENDS | $587 | P | |||||
| CAPITAL GAIN DIVIDENDS | $587 | P | |||||
| CAPITAL GAIN DIVIDENDS | $587 | P | |||||
| CAPITAL GAIN DIVIDENDS | $587 | P | |||||
| CAPITAL GAIN DIVIDENDS | $587 | P | |||||
| CAPITAL GAIN DIVIDENDS | $587 | P | |||||
| CAPITAL GAIN DIVIDENDS | $587 | P | |||||
| CAPITAL GAIN DIVIDENDS | $587 | P | |||||
| CAPITAL GAIN DIVIDENDS | $587 | P | |||||
| CAPITAL GAIN DIVIDENDS | $587 | P | |||||
| CAPITAL GAIN DIVIDENDS | $587 | P | |||||
| CAPITAL GAIN DIVIDENDS | $587 | P | |||||
| CAPITAL GAIN DIVIDENDS | $587 | P | |||||
| CAPITAL GAIN DIVIDENDS | $587 | P | |||||
| CAPITAL GAIN DIVIDENDS | $587 | P | |||||
| CAPITAL GAIN DIVIDENDS | $587 | P | |||||
| CAPITAL GAIN DIVIDENDS | $587 | P | |||||
| CAPITAL GAIN DIVIDENDS | $587 | P | |||||
| CAPITAL GAIN DIVIDENDS | $587 | P | |||||
| CAPITAL GAIN DIVIDENDS | $587 | P | |||||
| CAPITAL GAIN DIVIDENDS | $587 | P | |||||
| CAPITAL GAIN DIVIDENDS | $587 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,177 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $43 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $43 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $43 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $12 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $31 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BNY MELLON NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8888055689 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 185 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152300185 | 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 | BNY MELLON N A | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 185 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152300185 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $1,388 | 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 | $79,173 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,899 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $82,072 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $82,072 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,231 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $80,841 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,042 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,042 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $43 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $43 | TotalTaxAmt |
| Distributable Before Adj | $3,999 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,999 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,999 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,115 | 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 | $4,115 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,999 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $696 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $27 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $695 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $482 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $989 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,889 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,115 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,999 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $116 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,005 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $696 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,309 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $27 | ExcessFromYear4Amt |
| Excess From Year3 | $695 | ExcessFromYear3Amt |
| Excess From Year2 | $482 | ExcessFromYear2Amt |
| Excess From Year1 | $989 | ExcessFromYear1Amt |
| Excess From Current Year | $116 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| YORK HEALTH FDN | |||||||
| 2500 S GEORGE STREET | YORK | PA | 17403 | NONE | PC | GENERAL OPERATING | $2,384 |
| YORK BENEVOLENT ASSOCIATION | |||||||
| P O BOX 5041 | YORK | PA | 17405 | NONE | PC | GENERAL OPERATING | $1,176 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,560 | 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 | $1,807 | 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 | $2,177 | 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 | 1 | ExclusionCd |
| Exclusion | $160 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $4,144 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,144 | 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 (21 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 05569M509 BNY MELLON MID CAP S | AT COST | $3,999 | $4,324 |
| 05569M830 BNY MELLON BOND FD C | AT COST | $18,622 | $16,756 |
| 05588L888 BNYM YLD ENHAN STRAT | AT COST | $4,561 | $4,170 |
| 233203421 DFA EMERG MKTS CORE | |||
| 05569M806 BNY MELLON SMALL CAP | AT COST | $3,335 | $3,338 |
| 38145N220 GOLDMAN SACHS ABS RE | AT COST | $927 | $823 |
| 31618H283 FIDELITY ADV INTL SM | AT COST | $1,432 | $1,283 |
| 05587N794 BNYM GLBL RL RTRN -Y | AT COST | $1,855 | $1,577 |
| 05588F709 BNYM GLBL RL EST SEC | AT COST | $1,137 | $884 |
| 367829884 GATEWAY TR | AT COST | $2,145 | $2,278 |
| 23320G463 D F A COMMODITY STRA | |||
| 64128R608 NEUBERGER BERMAN LON | AT COST | $3,057 | $3,036 |
| 464287507 ISHARES TR S&P MIDCA | AT COST | $3,763 | $4,157 |
| 92206C730 VANGUARD RUSSELL 100 | |||
| 464287465 ISHARES MSCI EAFE IN | |||
| 464287804 ISHARES TR S & P SMA | AT COST | $2,037 | $2,165 |
| 464287457 ISHARES 1-3 YEAR TRE | |||
| 01988X408 ALLSPRING GLO LNG/SH | AT COST | $2,151 | $2,212 |
| 464287200 ISHARES S&P 500 INDE | AT COST | $23,423 | $27,225 |
| 46432F842 ISHARES CORE MSCI EA | AT COST | $4,579 | $4,854 |
| 46434G764 ISHARES MSCI EMERGIN | AT COST | $2,945 | $3,269 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MUTUAL FUND TIMING ADJ | Desc |
| Amt | $9 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Revenue And Expenses Per Books | $160 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $11 | $11 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $8 | $8 | $0 |