PHILIP H GLATFELTER FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- PHILIP H GLATFELTER FOUNDATION (EIN 23-6283176)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-04-24
- IRS object ID
- 202531149349101328
- 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 Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-24T16:01:33-05:00 | 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 | 236283176 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHILIP GLATFELTER CHARITY IRR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PHIL | BusinessNameControlTxt |
| Phone | 4122583051 | 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 | 4122583051 | PhoneNum |
| Signature | 2025-04-05 | 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 | 2025-04-05 | 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 | $735,647 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $18,471 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $18,360 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $24,075 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $187,262 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $24,075 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $42,546 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $42,435 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $2,155 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $1,293 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $862 | 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 | $576 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $236 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $2,731 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,529 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $862 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $31,479 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $31,479 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $34,210 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,529 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $32,341 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $8,336 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $40,906 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $21,757 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $59,243 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $59,243 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $596,097 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $566,436 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $676,404 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $617,854 | TotalAssetsBOYAmt |
| Total Assets EOY | $625,679 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $735,647 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $617,854 | CapitalStockBOYAmt |
| Capital Stock EOY | $625,679 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $617,854 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $625,679 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $617,854 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $625,679 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $617,854 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $8,336 | ExcessRevenueOverExpensesAmt |
| Other Increases | $574 | OtherIncreasesAmt |
| Subtotal | $626,764 | SubtotalAmt |
| Other Decreases | $1,085 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $625,679 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (108 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 3. ISHARES CORE S&P 500 ETF | 2022-03-01 | 2024-06-11 | $1,606 | $1,302 | $304 | $304 | |
| 57.122 PRINCIPAL MIDCAP FUND-R6 | 2018-03-15 | 2024-06-11 | $2,344 | $1,577 | $767 | $767 | |
| 1237.228 TRANSAMERICA SM CAP GROW-I2 | 2019-10-24 | 2024-06-11 | $8,190 | $8,299 | -$109 | -$109 | |
| 228.633 TRIBUTARY SMALL COMPANY FD INST PLUS FD 1705 | 2018-03-15 | 2024-06-11 | $6,889 | $5,261 | $1,628 | $1,628 | |
| 244.259 ALLSPRING SPECIAL MID CAP VALUE FUND CL R6 | 2022-03-01 | 2024-06-11 | $11,920 | $11,634 | $286 | $286 | |
| 15.368 AMG RR SM CAP VAL-I | 2024-06-11 | 2024-08-20 | $243 | $237 | $6 | $6 | |
| 25.216 HARBOR MID CAP VALUE | 2024-06-11 | 2024-08-20 | $668 | $637 | $31 | $31 | |
| 1.004 OAKMARK INTL SM CAP-R6 | 2023-09-26 | 2024-08-20 | $21 | $18 | $3 | $3 | |
| 61.804 WCM FOCUSED INTL GROWTH-INS | 2023-09-26 | 2024-08-20 | $1,609 | $1,253 | $356 | $356 | |
| 59.244 WCM FOCUSED INTL GROWTH-INS | 2018-10-24 | 2024-08-20 | $1,543 | $1,083 | $460 | $460 | |
| 53. ISHARES CORE S&P 500 ETF | 2022-03-01 | 2024-08-20 | $29,765 | $22,918 | $6,847 | $6,847 | |
| 11. ISHARES MSCI USA MIN VOL FACTOR ETF | 2023-09-26 | 2024-08-20 | $984 | $807 | $177 | $177 | |
| 23. ISHARES MSCI INTL QUALITY FACTOR ETF | 2023-04-19 | 2024-08-20 | $928 | $829 | $99 | $99 | |
| 42.621 MADISON MID CAP FUND-R6 | 2018-03-15 | 2024-08-20 | $747 | $435 | $312 | $312 | |
| 17.296 MERIDIAN SMALL CAP GROW-INSTL CL FD 378 | 2024-06-11 | 2024-08-20 | $226 | $221 | $5 | $5 | |
| 13.869 PRINCIPAL MIDCAP FUND-R6 | 2018-03-15 | 2024-08-20 | $604 | $383 | $221 | $221 | |
| 36.952 WASATCH INTL OPPORTUNIT-INST | 2023-09-26 | 2024-08-20 | $119 | $101 | $18 | $18 | |
| 2799.827 WASATCH INTL OPPORTUNIT-INST | 2018-03-15 | 2024-08-20 | $9,043 | $9,421 | -$378 | -$378 | |
| 30. WISDOMTREE U.S. QUALITY DIVI ETF | 2023-09-26 | 2024-08-20 | $2,426 | $1,911 | $515 | $515 | |
| 4.35 DODGE & COX INCOME FUND FD 147 | 2024-08-20 | 2024-08-26 | $56 | $56 | |||
| 3.651 DOUBLELINE TOTAL RETURN BOND FUND CLASS R6 | 2024-08-20 | 2024-08-26 | $33 | $33 | |||
| 299.565 ALLSPRING CORE BOND FUND | 2024-08-20 | 2024-08-26 | $3,385 | $3,382 | $3 | $3 | |
| 169.72 ALLSPRING CORE BOND FUND | 2023-05-25 | 2024-08-26 | $1,918 | $1,865 | $53 | $53 | |
| 9.963 WESTERN ASSET CORE PLUS BOND FUND CLASS IS | 2023-09-26 | 2024-08-26 | $95 | $88 | $7 | $7 | |
| 327.641 WESTERN ASSET CORE PLUS BOND FUND CLASS IS | 2024-08-20 | 2024-08-26 | $3,122 | $3,122 | |||
| 4217.732 WESTERN ASSET CORE PLUS BOND FUND CLASS IS | 2018-03-15 | 2024-08-26 | $40,195 | $42,340 | -$2,145 | -$2,145 | |
| 37.897 AMG RR SM CAP VAL-I | 2024-06-11 | 2024-08-30 | $617 | $585 | $32 | $32 | |
| 34.045 PZENA EMERG MKTS VALUE-INST | 2024-08-20 | 2024-08-30 | $443 | $443 | |||
| 22.547 ARTISAN INTL SM/MID-INST | 2024-08-20 | 2024-08-30 | $422 | $419 | $3 | $3 | |
| 168.113 BLACKROCK TOTAL RETURN-I | 2024-08-26 | 2024-08-30 | $1,696 | $1,705 | -$9 | -$9 | |
| 18. DIMENSIONAL INTERNATIONAL VA ETF | 2023-11-14 | 2024-08-30 | $681 | $588 | $93 | $93 | |
| 1. DIMENSIONAL INTERNATIONAL VA ETF | 2024-08-20 | 2024-08-30 | $38 | $37 | $1 | $1 | |
| 138.589 DODGE & COX INCOME FUND FD 147 | 2024-08-20 | 2024-08-30 | $1,786 | $1,792 | -$6 | -$6 | |
| 109.578 DOUBLELINE TOTAL RETURN BOND FUND CLASS R6 | 2024-08-20 | 2024-08-30 | $980 | $986 | -$6 | -$6 | |
| 31.756 HARBOR MID CAP VALUE | 2024-06-11 | 2024-08-30 | $876 | $802 | $74 | $74 | |
| 12.662 OAKMARK INTL SM CAP-R6 | 2023-09-26 | 2024-08-30 | $265 | $223 | $42 | $42 | |
| 11.279 OAKMARK INTL SM CAP-R6 | 2020-07-01 | 2024-08-30 | $236 | $143 | $93 | $93 | |
| 50.846 WCM FOCUSED INTL GROWTH-INS | 2018-10-24 | 2024-08-30 | $1,348 | $746 | $602 | $602 | |
| 16. ISHARES CORE S&P 500 ETF | 2023-03-06 | 2024-08-30 | $9,003 | $6,528 | $2,475 | $2,475 | |
| 48. ISHARES U S TREASURY BOND ETF | 2024-08-20 | 2024-08-30 | $1,115 | $1,120 | -$5 | -$5 | |
| 9. ISHARES MSCI USA MIN VOL FACTOR ETF | 2023-09-26 | 2024-08-30 | $817 | $660 | $157 | $157 | |
| 33. ISHARES MSCI INTL QUALITY FACTOR ETF | 2023-04-19 | 2024-08-30 | $1,356 | $1,189 | $167 | $167 | |
| 36.035 MADISON MID CAP FUND-R6 | 2018-03-15 | 2024-08-30 | $647 | $368 | $279 | $279 | |
| 55.632 MERIDIAN SMALL CAP GROW-INSTL CL FD 378 | 2024-06-11 | 2024-08-30 | $750 | $712 | $38 | $38 | |
| 16.87 PRINCIPAL MIDCAP FUND-R6 | 2018-03-15 | 2024-08-30 | $757 | $466 | $291 | $291 | |
| 139.15 ALLSPRING CORE BOND FUND | 2023-05-25 | 2024-08-30 | $1,564 | $1,529 | $35 | $35 | |
| 12. WISDOMTREE U.S. QUALITY DIVI ETF | 2023-09-26 | 2024-08-30 | $977 | $764 | $213 | $213 | |
| 103.493 DOUBLELINE TOTAL RETURN BOND FUND CLASS R6 | 2024-08-20 | 2024-10-08 | $922 | $931 | -$9 | -$9 | |
| 73.455 DOUBLELINE TOTAL RETURN BOND FUND CLASS R6 | 2023-05-25 | 2024-10-08 | $654 | $648 | $6 | $6 | |
| 3. ISHARES CORE S&P 500 ETF | 2023-03-06 | 2024-10-08 | $1,719 | $1,224 | $495 | $495 | |
| 24.702 LONGLEAF PARTNERS FDS TR INTL FD 4428 | 2021-03-24 | 2024-10-08 | $427 | $457 | -$30 | -$30 | |
| 422.148 ALLSPRING CORE BOND FUND | 2023-05-25 | 2024-10-08 | $4,728 | $4,639 | $89 | $89 | |
| 3. WISDOMTREE U.S. QUALITY DIVI ETF | 2023-09-26 | 2024-10-08 | $248 | $191 | $57 | $57 | |
| 192. ISHARES MSCI USA MIN VOL FACTOR ETF | 2023-09-26 | 2024-11-19 | $17,473 | $14,079 | $3,394 | $3,394 | |
| CAPITAL GAIN DIVIDENDS | $6,038 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,038 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,038 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,038 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,038 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,038 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,038 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,038 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,038 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,038 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,038 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,038 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,038 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,038 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,038 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,038 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,038 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,038 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,038 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,038 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,038 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,038 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,038 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,038 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,038 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,038 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,038 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,038 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,038 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,038 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,038 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,038 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,038 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,038 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,038 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,038 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,038 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,038 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,038 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,038 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,038 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,038 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,038 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,038 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,038 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,038 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,038 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,038 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,038 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,038 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,038 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,038 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,038 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,038 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $24,075 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $569 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $569 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $569 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $254 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $254 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $315 | 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 | 4122583051 | 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| PNC BANK N A | ||||||
| 500 First Ave P7-PFSC-03-Z | PITTSBURGH | PA | 15219 | CO-TRUSTEE | 1 | $2,155 |
| GEORGE H GLATFELTER | ||||||
| 7502 WOODLAND DR | SPRING GOVE | PA | 17362 | CO-TRUSTEE | 1 | $0 |
| 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 | $726,649 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $726,649 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $726,649 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,900 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $715,749 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $35,787 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $35,787 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $569 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $569 | TotalTaxAmt |
| Distributable Before Adj | $35,218 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $35,218 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $35,218 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $32,341 | 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 | $32,341 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $35,218 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $31,479 | 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 | $32,341 | QualifyingDistributionsAmt |
| Applied To Year1 | $31,479 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $862 | 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 | $34,356 | 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 (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ST PAUL'S LUTHERAN CHURCH | ||||||||
| 201 SOUTH MAIN STREET | SPRING GROVE | PA | 17362 | NONE | PC | GENERAL USE AND PURPOSES | $10,493 | |
| GLATFELTER MEMORIAL LIBRARY | ||||||||
| 101 GLENVIEW ROAD | SPRING GROVE | PA | 173621503 | NONE | PC | GENERAL USE AND PURPOSES | $10,493 | |
| VISTING NURSES OF AMERICA | ||||||||
| PO BOX 2767 | YORK | PA | 17405 | NONE | PC | GENERAL USE AND PURPOSES | $10,493 | COMMUNITY SERVICES |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $31,479 | 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 | $18,471 | 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 | $24,075 | 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 | $42,546 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $42,546 | 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 (29 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 317609295 SEAFARER OVERSEAS GR | AT COST | $18,460 | $16,501 |
| 461418444 WCM FOCUSED INTL GRO | AT COST | $15,457 | $22,948 |
| 464287200 ISHARES CORE S&P 500 | AT COST | $178,033 | $266,083 |
| 552746364 MFS EMERGING MKTS DE | AT COST | $14,040 | $12,453 |
| 557492485 MADISON MID CAP FUND | AT COST | $6,960 | $11,505 |
| 936793686 WASATCH INTL OPPORTU | |||
| 09252M883 BLACKROCK TOTAL RETU | AT COST | $41,797 | $40,107 |
| 74256W584 PRINCIPAL MIDCAP FUN | AT COST | $6,990 | $12,186 |
| 74440Y884 PGIM HIGH YIELD FUND | AT COST | $16,571 | $15,513 |
| 89355J656 TRANSAMERICA SM CAP | |||
| 89609H704 TRIBUTARY SMALL COMP | |||
| 97717X669 WISDOMTREE U.S. QUAL | AT COST | $19,414 | $24,522 |
| 413838566 OAKMARK INTL SM CAP- | AT COST | $5,144 | $7,407 |
| 543069405 LONGLEAF PARTNERS FD | AT COST | $15,612 | $13,308 |
| 957663669 WESTERN ASSET CORE P | |||
| 00171A852 AMG RR SM CAP VAL-I | AT COST | $10,958 | $12,167 |
| 00770X675 PZENA EMERG MKTS VAL | AT COST | $11,382 | $12,736 |
| 256210105 DODGE & COX INCOME F | AT COST | $42,046 | $43,302 |
| 89154M702 TOUCHSTONE SANDS EM | AT COST | $13,209 | $13,637 |
| 94987W513 ALLSPRING SPECIAL MI | |||
| 25434V807 DIMENSIONAL INTERNAT | AT COST | $12,030 | $13,057 |
| 258620566 DOUBLELINE TOTAL RET | AT COST | $22,205 | $21,907 |
| 46429B267 ISHARES U S TREASURY | AT COST | $30,897 | $30,931 |
| 46429B697 ISHARES MSCI USA MIN | |||
| 46434V456 ISHARES MSCI INTL QU | AT COST | $21,273 | $22,012 |
| 94987W794 ALLSPRING CORE BOND | AT COST | $30,930 | $30,672 |
| 04314H576 ARTISAN INTL SM/MID- | AT COST | $8,607 | $8,052 |
| 411512460 HARBOR MID CAP VALUE | AT COST | $12,851 | $13,096 |
| 589619824 MERIDIAN SMALL CAP G | AT COST | $11,570 | $12,302 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| RETURN OF CAPITAL ADJUSTMENT | $316 |
| 2024 TRANSACTION POSTED IN 2025 | $764 |
| ADJUSTMENT TO INCOME | $5 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2023 TRANSACTION POSTED IN 2024 | $569 |
| ROUNDING ADJUSTMENT | $5 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $86 | $0 | $0 |
| FEDERAL ESTIMATES - INCOME | $254 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $185 | $185 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $51 | $51 | $0 |