G KASTLIN FOR PRES HOSP ET AL 500 361: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- G KASTLIN FOR PRES HOSP ET AL 500 361 (EIN 25-6016173)
- Tax period
- 2021-10-01 to 2022-09-30
- Filed
- 2023-02-08
- IRS object ID
- 202300399349100515
- Schema version
- 2021v4.1
- 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 | 2023-02-08T12:00:26-06:00 | ReturnTs |
| Tax Period End | 2022-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 134008324 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRICEWATERHOUSECOOPERS 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 | 2021-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 256016173 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KASTLIN G FOR PRES HOSP ET AL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KAST | BusinessNameControlTxt |
| Phone | 4122340023 | 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 | 4122340023 | PhoneNum |
| Signature | 2022-12-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHAWN P HANLON | PreparerPersonNm |
| PTIN | P00965923 | PTIN |
| Phone | 4123556000 | PhoneNum |
| Preparation | 2022-12-16 | 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 | 2021 | TaxYr |
| Build TS | 2023-03-07 01:45:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization4947a1 Trtd PF | Yes (X) | Organization4947a1TrtdPFInd |
| FMV Assets EOY | $1,050,384 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $33,947 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $33,938 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$30,042 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $515,410 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $3,905 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $33,938 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $13,402 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $8,041 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $5,361 | 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 | $10,288 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $299 | 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 | $23,690 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,340 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,361 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $68,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $68,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $92,090 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,340 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $73,761 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$88,185 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $25,598 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $17,118 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $15,904 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $15,904 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $1,318,704 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,231,984 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,034,480 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,335,822 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,247,888 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,050,384 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,335,822 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,247,888 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,335,822 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,247,888 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,335,822 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,247,888 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,335,822 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$88,185 | ExcessRevenueOverExpensesAmt |
| Other Increases | $343 | OtherIncreasesAmt |
| Subtotal | $1,247,980 | SubtotalAmt |
| Other Decreases | $92 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,247,888 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (88 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 201.529 BNY MELLON MID CAP STK FD CL M | 2021-12-14 | 2021-12-22 | $4,343 | $4,256 | $87 | $87 | |
| 1481.111 BNY MELLON MID CAP STK FD CL M | 2012-12-31 | 2021-12-22 | $31,918 | $16,588 | $15,330 | $15,330 | |
| 5371.018 BNY MELLON BOND FD CL M | 2020-07-31 | 2021-12-22 | $69,125 | $73,263 | -$4,138 | -$4,138 | |
| 40.969 BNY MELLON HIGH YIELD-I | 2021-06-30 | 2021-12-22 | $250 | $254 | -$4 | -$4 | |
| 2311.49 BNY MELLON HIGH YIELD-I | 2012-12-31 | 2021-12-22 | $14,100 | $15,029 | -$929 | -$929 | |
| 62.791 BNYM GLBL RL EST SEC-Y | 2012-12-31 | 2021-12-22 | $675 | $510 | $165 | $165 | |
| 1057.269 BNYM FLTNG RT INC-Y | 2017-03-31 | 2021-12-22 | $12,000 | $12,825 | -$825 | -$825 | |
| 509.079 TCW EMERGING MARKETS INCOME FUND-I | 2020-12-03 | 2021-12-22 | $3,925 | $4,278 | -$353 | -$353 | |
| 221.58 VAN ECK CM COMMODITY INDX-I | 2014-03-20 | 2021-12-23 | $1,150 | $1,728 | -$578 | -$578 | |
| 5914.586 BNY MELLON BOND FD CL M | 2021-01-29 | 2022-01-27 | $74,287 | $78,016 | -$3,729 | -$3,729 | |
| 3559.936 BNY MELLON BOND FD CL M | 2012-12-31 | 2022-01-27 | $44,713 | $48,212 | -$3,499 | -$3,499 | |
| 48.914 BNY MELLON HIGH YIELD-I | 2021-02-17 | 2022-01-27 | $292 | $302 | -$10 | -$10 | |
| 66.628 BNY MELLON HIGH YIELD-I | 2021-07-30 | 2022-01-27 | $397 | $412 | -$15 | -$15 | |
| 52.243 BNY MELLON HIGH YIELD-I | 2015-10-30 | 2022-01-27 | $311 | $323 | -$12 | -$12 | |
| 262.927 BNYM FLTNG RT INC-Y | 2017-03-31 | 2022-01-27 | $3,000 | $3,189 | -$189 | -$189 | |
| 327.273 VAN ECK CM COMMODITY INDX-I | 2014-08-28 | 2022-01-27 | $1,800 | $2,138 | -$338 | -$338 | |
| 92.507 BNY MELLON SMALL CAP STK FD CL M SHS | 2021-02-17 | 2022-02-10 | $2,000 | $2,473 | -$473 | -$473 | |
| 203.252 BNY MELLON BOND FD CL M | 2021-02-17 | 2022-02-10 | $2,500 | $2,681 | -$181 | -$181 | |
| 115.848 BNY MELLON SMALL CAP STK FD CL M SHS | 2021-02-17 | 2022-02-28 | $2,500 | $3,097 | -$597 | -$597 | |
| 283.688 BNY MELLON SMALL CAP STK FD CL M SHS | 2021-02-17 | 2022-03-01 | $6,000 | $7,583 | -$1,583 | -$1,583 | |
| 267.994 BNY MELLON SMALL CAP STK FD CL M SHS | 2021-04-05 | 2022-03-03 | $5,732 | $7,000 | -$1,268 | -$1,268 | |
| 1877.806 BNY MELLON SMALL CAP STK FD CL M SHS | 2021-09-22 | 2022-03-03 | $40,166 | $40,860 | -$694 | -$694 | |
| 2556.966 BNY MELLON SMALL CAP STK FD CL M SHS | 2021-02-17 | 2022-03-03 | $54,694 | $68,348 | -$13,654 | -$13,654 | |
| 40. ISHARES S&P 500 INDEX FUND | 2021-12-22 | 2022-03-29 | $18,494 | $18,714 | -$220 | -$220 | |
| 311.526 VAN ECK CM COMMODITY INDX-I | 2014-12-31 | 2022-03-30 | $2,000 | $1,762 | $238 | $238 | |
| 162.925 G Q G PART EMERG MKTS EQ-INST | 2021-06-24 | 2022-07-08 | $2,250 | $3,040 | -$790 | -$790 | |
| 531.444 BNY MELLON BOND FD CL M | 2021-02-17 | 2022-07-08 | $6,000 | $7,010 | -$1,010 | -$1,010 | |
| 149.477 BNYM INTL STCK-Y | 2021-12-22 | 2022-07-08 | $3,000 | $3,940 | -$940 | -$940 | |
| 330.739 BNY MELLON HIGH YIELD-I | 2021-02-17 | 2022-07-08 | $1,700 | $2,041 | -$341 | -$341 | |
| 161.137 BNYM FLTNG RT INC-Y | 2017-03-31 | 2022-07-08 | $1,700 | $1,955 | -$255 | -$255 | |
| 53.599 F&T BHVRL SM CAP EQ-R6 | 2022-03-03 | 2022-07-08 | $1,750 | $1,901 | -$151 | -$151 | |
| 35. ISHARES S&P 500 INDEX FUND | 2021-12-22 | 2022-07-08 | $13,622 | $16,375 | -$2,753 | -$2,753 | |
| 44. ISHARES TR RUSSELL MIDCAP INDEX FD | 2021-12-22 | 2022-07-08 | $2,926 | $3,574 | -$648 | -$648 | |
| 15. ISHARES MSCI EAFE SMALL CAP | 2021-04-05 | 2022-07-08 | $814 | $1,107 | -$293 | -$293 | |
| 732.601 G Q G PART EMERG MKTS EQ-INST | 2021-06-24 | 2022-09-19 | $10,000 | $13,670 | -$3,670 | -$3,670 | |
| 62.438 BNYM INTL STCK-Y | 2021-12-14 | 2022-09-19 | $1,209 | $1,644 | -$435 | -$435 | |
| 247.479 BNYM INTL STCK-Y | 2021-06-24 | 2022-09-19 | $4,791 | $6,387 | -$1,596 | -$1,596 | |
| 429.185 BNY MELLON INTL EQTY-Y | 2021-06-24 | 2022-09-19 | $8,000 | $10,987 | -$2,987 | -$2,987 | |
| 31.675 BNY MELLON HIGH YIELD-I | 2021-09-30 | 2022-09-19 | $163 | $195 | -$32 | -$32 | |
| 1518.713 BNY MELLON HIGH YIELD-I | 2016-11-30 | 2022-09-19 | $7,837 | $9,363 | -$1,526 | -$1,526 | |
| 1382.488 BNYM FLTNG RT INC-Y | 2015-10-01 | 2022-09-19 | $15,000 | $16,231 | -$1,231 | -$1,231 | |
| 59.916 F&T BHVRL SM CAP EQ-R6 | 2022-03-03 | 2022-09-19 | $2,000 | $2,125 | -$125 | -$125 | |
| 688.637 DFA EMERG MKTS CORE EQUITY | 2021-06-24 | 2022-09-19 | $14,000 | $18,628 | -$4,628 | -$4,628 | |
| 155. ISHARES MSCI EAFE SMALL CAP | 2021-04-05 | 2022-09-19 | $8,207 | $11,438 | -$3,231 | -$3,231 | |
| CAPITAL GAIN DIVIDENDS | $14,069 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,069 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,069 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,069 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,069 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,069 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,069 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,069 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,069 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,069 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,069 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,069 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,069 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,069 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,069 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,069 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,069 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,069 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,069 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,069 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,069 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,069 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,069 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,069 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,069 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,069 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,069 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,069 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,069 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,069 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,069 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,069 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,069 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,069 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,069 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,069 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,069 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,069 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,069 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,069 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,069 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,069 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,069 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,069 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$30,042 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $356 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $356 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $356 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,348 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $5,348 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,992 | OverpaymentAmt |
| Applied To ES Tax | $356 | AppliedToESTaxAmt |
| Refund | $4,636 | 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 | BNY MELLON NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6177227415 | 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) |
|---|---|---|
| NECT Filing In Lieu OF Form1041 | Yes (X) | NECTFilingInLieuOFForm1041Ind |
| 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 | $13,402 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,249,502 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $11,092 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,260,594 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,260,594 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $18,909 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,241,685 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $62,084 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $62,084 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $356 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $356 | TotalTaxAmt |
| Distributable Before Adj | $61,728 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $61,728 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $61,728 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $73,761 | 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 | $73,761 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $61,728 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $21,811 | 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 | $73,761 | QualifyingDistributionsAmt |
| Applied To Year1 | $21,811 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $51,950 | 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 | $9,778 | 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) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| 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 |
|---|---|---|---|---|---|---|---|
| PITTSBURGH SKIN AND CANCER FDN | |||||||
| OFFICE OF THE COMPTROLLER - U OF PG | PITTSBURGH | PA | 15213 | NONE | PC | GENERAL OPERATING | $22,800 |
| ST MARGARET MEMORIAL HOSP FOUNDATION | |||||||
| 815 FREEPORT ROAD | PITTSBURGH | PA | 15215 | NONE | PC | GENERAL OPERATING | $22,800 |
| PRESBYTERIAN HOSPITAL - MED HEALTH SVCS | |||||||
| FORBES TWR SUITE 8084 3600 FORBES | PITTSBURGH | PA | 15213 | NONE | PC | GENERAL OPERATING | $22,800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $68,400 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $33,947 | 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 | -$30,042 | 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 | $3,905 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,905 | 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 (22 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 05569M509 BNY MELLON MID CAP S | |||
| 05588E850 BNY MELLON HIGH YIEL | AT COST | $24,789 | $20,396 |
| 05569M830 BNY MELLON BOND FD C | AT COST | $278,000 | $235,490 |
| 05588F709 BNYM GLBL RL EST SEC | AT COST | $11,323 | $10,221 |
| 921075297 VAN ECK CM COMMODITY | AT COST | $9,530 | $11,585 |
| 05589K400 BNYM FLTNG RT INC-Y | AT COST | $29,681 | $27,933 |
| 46432F842 ISHARES CORE MSCI EA | AT COST | $49,243 | $34,920 |
| 05587K857 BNYM INTL STCK-Y | AT COST | $26,313 | $18,923 |
| 00771X419 G Q G PART EMERG MKT | AT COST | $30,988 | $22,060 |
| 464287200 ISHARES S&P 500 INDE | AT COST | $438,928 | $394,874 |
| 233203421 DFA EMERG MKTS CORE | AT COST | $28,697 | $20,314 |
| 00766Y513 CHAMPLAIN MID CAP FU | AT COST | $34,813 | $24,642 |
| 05569M806 BNY MELLON SMALL CAP | |||
| 701765505 PARNASSUS MID CAP FU | AT COST | $34,504 | $26,008 |
| 464288273 ISHARES MSCI EAFE SM | AT COST | $23,267 | $15,414 |
| 05588D753 BNY MELLON INTL EQTY | AT COST | $28,863 | $20,298 |
| 87234N765 TCW EMERGING MARKETS | AT COST | $45,530 | $31,459 |
| 464287457 ISHARES 1-3 YEAR TRE | AT COST | $24,483 | $24,363 |
| 13161P862 CALVERT SMALL CAP FU | AT COST | $17,388 | $14,181 |
| 09661T701 B N Y MELLON SHORT D | AT COST | $10,540 | $10,400 |
| 14064D873 F&T BHVRL SM CAP EQ- | AT COST | $42,986 | $38,308 |
| 464287499 ISHARES TR RUSSELL M | AT COST | $42,118 | $32,691 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| PY RETURN OF CAPITAL ADJ | $83 |
| ROC ADJ OF CY SALES | $8 |
| ROUNDING | $1 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MUTUAL FUND TIMING ADJ | Desc |
| Amt | $343 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $222 | $222 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $4,641 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $5,348 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $77 | $77 | $0 |