JOSEPH B M N TW R ALBRIGHT: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- JOSEPH B M N TW R ALBRIGHT (EIN 23-6273240)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-06
- IRS object ID
- 202521269349101522
- Schema version
- 2024v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Investments Other Schedule2
- Other Decreases Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-06T14:01:29-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | 2025-03-18 | 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 | 2025-03-18 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | $89,852 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,999 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,953 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,453 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $25,989 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,453 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $3,452 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,406 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,496 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $886 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $598 | 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 | $105 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $30 | 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 | $1,601 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $916 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $598 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,692 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,692 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,293 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $916 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,290 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,841 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,490 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,487 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,702 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,702 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $79,968 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $76,914 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $85,150 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $83,455 | TotalAssetsBOYAmt |
| Total Assets EOY | $81,616 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $89,852 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $83,455 | CapitalStockBOYAmt |
| Capital Stock EOY | $81,616 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $83,455 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $81,616 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $83,455 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $81,616 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $83,455 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,841 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5 | OtherIncreasesAmt |
| Subtotal | $81,619 | SubtotalAmt |
| Other Decreases | $3 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $81,616 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (104 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 6.226 BNY MELLON MID CAP STK FD CL M | 2020-11-13 | 2024-01-08 | $99 | $129 | -$30 | -$30 | |
| 5.381 BNY MELLON SMALL CAP STK FD CL M SHS | 2020-11-13 | 2024-01-08 | $106 | $112 | -$6 | -$6 | |
| 3.68 BNYM GLBL RL RTRN -Y | 2023-02-16 | 2024-01-08 | $55 | $54 | $1 | $1 | |
| 5.655 BNYM GLBL RL RTRN -Y | 2023-08-15 | 2024-01-08 | $84 | $81 | $3 | $3 | |
| 96.237 BNYM GLBL RL RTRN -Y | 2021-10-17 | 2024-01-08 | $1,431 | $1,721 | -$290 | -$290 | |
| 3.448 BNYM GLBL RL EST SEC-Y | 2021-11-04 | 2024-01-08 | $27 | $37 | -$10 | -$10 | |
| .359 FIDELITY ADV INTL SM CAP-Z | 2021-11-04 | 2024-01-08 | $11 | $13 | -$2 | -$2 | |
| 3. ISHARES MSCI EMERGING MARKETS EX | 2023-05-11 | 2024-01-08 | $165 | $150 | $15 | $15 | |
| 6.697 ALLSPRING GLO LNG/SHRT EQ-Y | 2024-01-09 | 2024-04-15 | $83 | $79 | $4 | $4 | |
| 66.717 BNY MELLON MID CAP STK FD CL M | 2020-11-13 | 2024-04-15 | $1,100 | $1,382 | -$282 | -$282 | |
| 13.105 BNY MELLON SMALL CAP STK FD CL M SHS | 2023-08-15 | 2024-04-15 | $252 | $256 | -$4 | -$4 | |
| 147.854 BNY MELLON SMALL CAP STK FD CL M SHS | 2020-11-13 | 2024-04-15 | $2,848 | $2,967 | -$119 | -$119 | |
| 9.902 BNY MELLON BOND FD CL M | 2021-05-18 | 2024-04-15 | $105 | $129 | -$24 | -$24 | |
| 1.134 GATEWAY TR | 2024-01-09 | 2024-04-15 | $47 | $46 | $1 | $1 | |
| .032 GATEWAY TR | 2021-11-04 | 2024-04-15 | $1 | $1 | |||
| 3.383 GOLDMAN SACHS ABS RETURN TR FUND - I | 2021-11-04 | 2024-04-15 | $33 | $36 | -$3 | -$3 | |
| 19. ISHARES TR S&P MIDCAP 400 INDEX FD | 2022-08-01 | 2024-04-15 | $1,088 | $953 | $135 | $135 | |
| 9. ISHARES TR S & P SMALL CAP 600 | 2022-08-01 | 2024-04-15 | $932 | $917 | $15 | $15 | |
| 21. ISHARES MSCI EMERGING MARKETS EX | 2023-05-11 | 2024-04-15 | $1,181 | $1,048 | $133 | $133 | |
| .212 NEUBERGER BERMAN LONG SH-INS | 2021-11-04 | 2024-04-15 | $4 | $4 | |||
| 18.09 G Q G PART EMERG MKTS EQ-INST | 2024-04-16 | 2024-06-24 | $331 | $312 | $19 | $19 | |
| 39.761 BNY MELLON MID CAP STK FD CL M | 2023-08-15 | 2024-06-24 | $668 | $629 | $39 | $39 | |
| 156.338 BNY MELLON MID CAP STK FD CL M | 2008-12-04 | 2024-06-24 | $2,626 | $1,859 | $767 | $767 | |
| 11.639 FIDELITY ADV INTL SM CAP-Z | 2021-11-04 | 2024-06-24 | $379 | $415 | -$36 | -$36 | |
| .477 GATEWAY TR | 2021-11-04 | 2024-06-24 | $21 | $19 | $2 | $2 | |
| 1. ISHARES S&P 500 INDEX FUND | 2023-11-20 | 2024-06-24 | $546 | $456 | $90 | $90 | |
| 9. ISHARES RUSSELL 2000 INDEX FD | 2024-04-15 | 2024-06-24 | $1,811 | $1,762 | $49 | $49 | |
| 2. ISHARES TR S & P SMALL CAP 600 | 2023-03-06 | 2024-06-24 | $212 | $204 | $8 | $8 | |
| 2. ISHARES CORE MSCI EAFE ETF | 2023-08-14 | 2024-06-24 | $146 | $134 | $12 | $12 | |
| 14. ISHARES CORE MSCI EAFE ETF | 2024-04-15 | 2024-06-24 | $1,020 | $1,003 | $17 | $17 | |
| 18. ISHARES CORE MSCI EAFE ETF | 2023-03-06 | 2024-06-24 | $1,312 | $1,194 | $118 | $118 | |
| 4. ISHARES MSCI EMERGING MARKETS EX | 2023-05-11 | 2024-06-24 | $234 | $200 | $34 | $34 | |
| 9.078 CHAMPLAIN MID CAP FUND-INS | 2024-06-24 | 2024-11-15 | $234 | $221 | $13 | $13 | |
| 2.188 ALLSPRING GLO LNG/SHRT EQ-Y | 2024-06-24 | 2024-11-15 | $28 | $27 | $1 | $1 | |
| 10.357 BNYM GLBL RL EST SEC-Y | 2021-11-04 | 2024-11-15 | $89 | $111 | -$22 | -$22 | |
| 2.842 GATEWAY TR | 2021-11-04 | 2024-11-15 | $131 | $115 | $16 | $16 | |
| 2.384 GOLDMAN SACHS ABS RETURN TR FUND - I | 2021-11-04 | 2024-11-15 | $24 | $26 | -$2 | -$2 | |
| 4. ISHARES S&P 500 INDEX FUND | 2023-11-20 | 2024-11-15 | $2,357 | $1,826 | $531 | $531 | |
| 1. ISHARES TR S&P MIDCAP 400 INDEX FD | 2024-06-24 | 2024-11-15 | $64 | $59 | $5 | $5 | |
| 3. ISHARES TR S&P MIDCAP 400 INDEX FD | 2022-08-01 | 2024-11-15 | $193 | $151 | $42 | $42 | |
| 3.966 NEUBERGER BERMAN INTRINSIC VALUE-IS | 2024-06-24 | 2024-11-15 | $85 | $80 | $5 | $5 | |
| 3.894 NEUBERGER BERMAN LONG SH-INS | 2021-11-04 | 2024-11-15 | $72 | $71 | $1 | $1 | |
| .362 ALLSPRING GLO LNG/SHRT EQ-Y | 2024-01-09 | 2024-12-23 | $4 | $4 | |||
| 5.459 ALLSPRING GLO LNG/SHRT EQ-Y | 2024-06-24 | 2024-12-23 | $68 | $69 | -$1 | -$1 | |
| 24.614 ALLSPRING GLO LNG/SHRT EQ-Y | 2023-03-07 | 2024-12-23 | $305 | $278 | $27 | $27 | |
| 88.628 BNY MELLON BOND FD CL M | 2021-05-18 | 2024-12-23 | $952 | $1,150 | -$198 | -$198 | |
| 14.667 BNYM YLD ENHAN STRAT-Y | 2020-03-05 | 2024-12-23 | $165 | $182 | -$17 | -$17 | |
| 9.077 GATEWAY TR | 2021-11-04 | 2024-12-23 | $425 | $367 | $58 | $58 | |
| 3.025 GOLDMAN SACHS ABS RETURN TR FUND - I | 2024-01-09 | 2024-12-23 | $31 | $28 | $3 | $3 | |
| 3.543 GOLDMAN SACHS ABS RETURN TR FUND - I | 2024-06-24 | 2024-12-23 | $36 | $35 | $1 | $1 | |
| 80.541 GOLDMAN SACHS ABS RETURN TR FUND - I | 2021-11-04 | 2024-12-23 | $816 | $856 | -$40 | -$40 | |
| 31.812 NEUBERGER BERMAN LONG SH-INS | 2021-11-04 | 2024-12-23 | $599 | $578 | $21 | $21 | |
| CAPITAL GAIN DIVIDENDS | $353 | P | |||||
| CAPITAL GAIN DIVIDENDS | $353 | P | |||||
| CAPITAL GAIN DIVIDENDS | $353 | P | |||||
| CAPITAL GAIN DIVIDENDS | $353 | P | |||||
| CAPITAL GAIN DIVIDENDS | $353 | P | |||||
| CAPITAL GAIN DIVIDENDS | $353 | P | |||||
| CAPITAL GAIN DIVIDENDS | $353 | P | |||||
| CAPITAL GAIN DIVIDENDS | $353 | P | |||||
| CAPITAL GAIN DIVIDENDS | $353 | P | |||||
| CAPITAL GAIN DIVIDENDS | $353 | P | |||||
| CAPITAL GAIN DIVIDENDS | $353 | P | |||||
| CAPITAL GAIN DIVIDENDS | $353 | P | |||||
| CAPITAL GAIN DIVIDENDS | $353 | P | |||||
| CAPITAL GAIN DIVIDENDS | $353 | P | |||||
| CAPITAL GAIN DIVIDENDS | $353 | P | |||||
| CAPITAL GAIN DIVIDENDS | $353 | P | |||||
| CAPITAL GAIN DIVIDENDS | $353 | P | |||||
| CAPITAL GAIN DIVIDENDS | $353 | P | |||||
| CAPITAL GAIN DIVIDENDS | $353 | P | |||||
| CAPITAL GAIN DIVIDENDS | $353 | P | |||||
| CAPITAL GAIN DIVIDENDS | $353 | P | |||||
| CAPITAL GAIN DIVIDENDS | $353 | P | |||||
| CAPITAL GAIN DIVIDENDS | $353 | P | |||||
| CAPITAL GAIN DIVIDENDS | $353 | P | |||||
| CAPITAL GAIN DIVIDENDS | $353 | P | |||||
| CAPITAL GAIN DIVIDENDS | $353 | P | |||||
| CAPITAL GAIN DIVIDENDS | $353 | P | |||||
| CAPITAL GAIN DIVIDENDS | $353 | P | |||||
| CAPITAL GAIN DIVIDENDS | $353 | P | |||||
| CAPITAL GAIN DIVIDENDS | $353 | P | |||||
| CAPITAL GAIN DIVIDENDS | $353 | P | |||||
| CAPITAL GAIN DIVIDENDS | $353 | P | |||||
| CAPITAL GAIN DIVIDENDS | $353 | P | |||||
| CAPITAL GAIN DIVIDENDS | $353 | P | |||||
| CAPITAL GAIN DIVIDENDS | $353 | P | |||||
| CAPITAL GAIN DIVIDENDS | $353 | P | |||||
| CAPITAL GAIN DIVIDENDS | $353 | P | |||||
| CAPITAL GAIN DIVIDENDS | $353 | P | |||||
| CAPITAL GAIN DIVIDENDS | $353 | P | |||||
| CAPITAL GAIN DIVIDENDS | $353 | P | |||||
| CAPITAL GAIN DIVIDENDS | $353 | P | |||||
| CAPITAL GAIN DIVIDENDS | $353 | P | |||||
| CAPITAL GAIN DIVIDENDS | $353 | P | |||||
| CAPITAL GAIN DIVIDENDS | $353 | P | |||||
| CAPITAL GAIN DIVIDENDS | $353 | P | |||||
| CAPITAL GAIN DIVIDENDS | $353 | P | |||||
| CAPITAL GAIN DIVIDENDS | $353 | P | |||||
| CAPITAL GAIN DIVIDENDS | $353 | P | |||||
| CAPITAL GAIN DIVIDENDS | $353 | P | |||||
| CAPITAL GAIN DIVIDENDS | $353 | P | |||||
| CAPITAL GAIN DIVIDENDS | $353 | P | |||||
| CAPITAL GAIN DIVIDENDS | $353 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,453 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $35 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $35 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $35 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $44 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $44 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $9 | OverpaymentAmt |
| Applied To ES Tax | $9 | 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 | $1,496 | 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 | $85,867 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,209 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $89,076 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $89,076 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,336 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $87,740 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,387 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,387 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $35 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $35 | TotalTaxAmt |
| Distributable Before Adj | $4,352 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,352 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,352 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,290 | 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 | $4,290 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,352 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $27 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $695 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $482 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $989 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $116 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,309 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,290 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,290 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $62 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $62 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,247 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,247 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $660 | ExcessFromYear4Amt |
| Excess From Year3 | $482 | ExcessFromYear3Amt |
| Excess From Year2 | $989 | ExcessFromYear2Amt |
| Excess From Year1 | $116 | ExcessFromYear1Amt |
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 | $2,472 |
| YORK BENEVOLENT ASSOCIATION | |||||||
| SEC-TREAS PO BOX 5041 | YORK | PA | 17405 | NONE | PC | GENERAL OPERATING | $1,220 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,692 | 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 | $1,999 | 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 | $1,453 | 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 | $3,452 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,452 | 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 | |||
| 05569M830 BNY MELLON BOND FD C | AT COST | $17,931 | $15,850 |
| 05588L888 BNYM YLD ENHAN STRAT | AT COST | $4,627 | $4,274 |
| 05569M806 BNY MELLON SMALL CAP | |||
| 38145N220 GOLDMAN SACHS ABS RE | AT COST | $1,597 | $1,700 |
| 31618H283 FIDELITY ADV INTL SM | AT COST | $1,385 | $1,257 |
| 05587N794 BNYM GLBL RL RTRN -Y | |||
| 05588F709 BNYM GLBL RL EST SEC | AT COST | $1,044 | $843 |
| 367829884 GATEWAY TR | AT COST | $1,642 | $2,035 |
| 64128R608 NEUBERGER BERMAN LON | AT COST | $2,530 | $2,722 |
| 464287507 ISHARES TR S&P MIDCA | AT COST | $2,910 | $3,552 |
| 464287804 ISHARES TR S & P SMA | AT COST | $1,032 | $1,152 |
| 01988X408 ALLSPRING GLO LNG/SH | AT COST | $1,874 | $2,015 |
| 464287200 ISHARES S&P 500 INDE | AT COST | $23,532 | $32,966 |
| 46432F842 ISHARES CORE MSCI EA | AT COST | $3,321 | $3,514 |
| 46434G764 ISHARES MSCI EMERGIN | AT COST | $1,547 | $1,719 |
| 00766Y513 CHAMPLAIN MID CAP FU | AT COST | $3,618 | $3,555 |
| 00771X419 G Q G PART EMERG MKT | AT COST | $1,867 | $1,791 |
| 05587K857 BNYM INTL STCK-Y | AT COST | $3,911 | $3,559 |
| 464287457 ISHARES 1-3 YEAR TRE | AT COST | $812 | $820 |
| 64122Q705 NEUBERGER BERMAN INT | AT COST | $1,734 | $1,826 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MUTUAL FUND TIMING ADJ | Desc |
| Amt | $3 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $5 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $22 | $22 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $31 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $44 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $8 | $8 | $0 |