WILLIAM L AND PHILIP H GLATFELTER MEMORIAL FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM L AND PHILIP H GLATFELTER MEMORIAL FOUNDATION (EIN 23-7649676)
- Tax period
- 2024-05-01 to 2025-04-30
- Filed
- 2025-09-02
- IRS object ID
- 202502459349100820
- Schema version
- 2024v5.2
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-09-02T13:01:27-04:00 | ReturnTs |
| Tax Period End | 2025-04-30 | 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 45TH FLOOR | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237649676 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WM L & PH GLATFELTER MEM FDN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GLAT | 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 | 2025-08-18 | 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 | LAWRENCE MCGUIRE | PreparerPersonNm |
| PTIN | P01233953 | PTIN |
| Phone | 4123556000 | PhoneNum |
| Preparation | 2025-08-18 | 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 | $1,208,287 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $31,692 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $31,601 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $37,904 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $312,053 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $37,904 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $69,596 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $69,505 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $5,036 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $4,029 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,007 | 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 | $882 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $396 | 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 | $5,918 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,425 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,007 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $54,133 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $54,133 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $60,051 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,425 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $55,140 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $9,545 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $65,080 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $43,232 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $35,626 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $35,626 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $979,642 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $996,609 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,172,661 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,022,874 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,032,235 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,208,287 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,022,874 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,032,235 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,022,874 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,032,235 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,022,874 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,032,235 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,022,874 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $9,545 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,032,419 | SubtotalAmt |
| Other Decreases | $184 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,032,235 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (72 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 101.001 PRINCIPAL MIDCAP FUND-R6 | 2016-05-04 | 2024-06-11 | $4,145 | $2,135 | $2,010 | $2,010 | |
| 40.272 TRANSAMERICA SM CAP GROW-I2 | 2023-11-03 | 2024-06-11 | $267 | $248 | $19 | $19 | |
| 2099.432 TRANSAMERICA SM CAP GROW-I2 | 2019-10-24 | 2024-06-11 | $13,898 | $14,082 | -$184 | -$184 | |
| 387.24 TRIBUTARY SMALL COMPANY FD INST | 2018-12-27 | 2024-06-11 | $11,668 | $8,806 | $2,862 | $2,862 | |
| 412.657 ALLSPRING SPECIAL MID CAP VALUE | 2022-03-01 | 2024-06-11 | $20,138 | $19,740 | $398 | $398 | |
| 258.648 WASATCH INTL OPPORTUNIT-INST | 2023-09-26 | 2024-08-20 | $835 | $706 | $129 | $129 | |
| 4488.979 WASATCH INTL OPPORTUNIT-INST | 2018-03-06 | 2024-08-20 | $14,499 | $15,314 | -$815 | -$815 | |
| 17.715 DODGE & COX INCOME FUND | 2023-03-21 | 2024-08-26 | $229 | $220 | $9 | $9 | |
| 16. ISHARES CORE S&P 500 | 2022-03-01 | 2024-08-26 | $9,016 | $6,942 | $2,074 | $2,074 | |
| 136.523 ALLSPRING CORE BOND FUND | 2023-05-25 | 2024-08-26 | $1,543 | $1,500 | $43 | $43 | |
| 658.408 WESTERN ASSET CORE PLUS BOND FUND CLASS IS | 2023-09-26 | 2024-08-26 | $6,275 | $5,826 | $449 | $449 | |
| 5.259 WESTERN ASSET CORE PLUS BOND FUND CLASS IS | 2024-06-11 | 2024-08-26 | $50 | $48 | $2 | $2 | |
| 6367.435 WESTERN ASSET CORE PLUS BOND FUND CLASS IS | 2018-03-06 | 2024-08-26 | $60,682 | $64,184 | -$3,502 | -$3,502 | |
| 38. ISHARES CORE S&P 500 | 2022-03-01 | 2024-10-08 | $21,772 | $16,487 | $5,285 | $5,285 | |
| 748.403 ALLSPRING CORE BOND FUND | 2023-05-25 | 2024-10-08 | $8,382 | $8,225 | $157 | $157 | |
| 23. WISDOMTREE U.S. QUALITY DIVI | 2023-09-26 | 2024-10-08 | $1,899 | $1,465 | $434 | $434 | |
| 348. ISHARES MSCI USA MIN VOL FACTOR | 2023-09-26 | 2024-11-19 | $31,671 | $25,519 | $6,152 | $6,152 | |
| 360.328 AMG RR SM CAP VAL-I | 2024-06-11 | 2025-03-11 | $5,527 | $5,563 | -$36 | -$36 | |
| 821.901 ARTISAN INTL SM/MID-INST | 2024-08-20 | 2025-03-11 | $14,367 | $15,287 | -$920 | -$920 | |
| 2.731 BLACKROCK TOTAL RETURN-I | 2024-08-26 | 2025-03-11 | $27 | $28 | -$1 | -$1 | |
| 40. DIMENSIONAL INTERNATIONAL VA | 2023-11-14 | 2025-03-11 | $1,565 | $1,308 | $257 | $257 | |
| 204.269 DODGE & COX INCOME FUND | 2024-10-08 | 2025-03-11 | $2,590 | $2,613 | -$23 | -$23 | |
| 8.477 DOUBLELINE TOTAL RETURN BOND | 2024-08-26 | 2025-03-11 | $75 | $76 | -$1 | -$1 | |
| 303.975 DOUBLELINE TOTAL RETURN BOND | 2023-05-25 | 2025-03-11 | $2,690 | $2,681 | $9 | $9 | |
| 344.318 HARBOR MID CAP VALUE | 2024-06-11 | 2025-03-11 | $8,594 | $8,694 | -$100 | -$100 | |
| 751.47 OAKMARK INTL SM CAP-R6 | 2018-03-06 | 2025-03-11 | $14,774 | $10,015 | $4,759 | $4,759 | |
| 23. ISHARES CORE S&P 500 | 2024-11-19 | 2025-03-11 | $12,963 | $13,598 | -$635 | -$635 | |
| 14. ISHARES MSCI INTL QUALITY | 2023-04-19 | 2025-03-11 | $561 | $504 | $57 | $57 | |
| 38.535 MFS EMERGING MKTS DEBT FD-R6 | 2018-03-06 | 2025-03-11 | $465 | $567 | -$102 | -$102 | |
| 1245.678 MADISON MID CAP FUND-R6 | 2018-03-06 | 2025-03-11 | $19,993 | $12,318 | $7,675 | $7,675 | |
| 384.737 MERIDIAN SMALL CAP GROW-INSTL | 2024-06-11 | 2025-03-11 | $4,694 | $4,925 | -$231 | -$231 | |
| 21.417 PRINCIPAL MIDCAP FUND-R6 | 2016-05-04 | 2025-03-11 | $924 | $453 | $471 | $471 | |
| 162.52 PGIM HIGH YIELD FUND | 2018-03-06 | 2025-03-11 | $780 | $886 | -$106 | -$106 | |
| 133.071 ALLSPRING CORE BOND FUND | 2023-05-25 | 2025-03-11 | $1,470 | $1,462 | $8 | $8 | |
| 10. WISDOMTREE U.S. QUALITY DIVI | 2024-11-19 | 2025-03-11 | $794 | $832 | -$38 | -$38 | |
| 14. WISDOMTREE U.S. QUALITY DIVI | 2023-09-26 | 2025-03-11 | $1,111 | $892 | $219 | $219 | |
| CAPITAL GAIN DIVIDENDS | $11,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,120 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $37,904 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $905 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $905 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $905 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $391 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $391 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $514 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PNC BANK N A | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 FIRST AVE P7-PFSC-03-Z | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $5,036 | 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 | $1,196,973 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $49,404 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,246,377 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,246,377 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $18,696 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,227,681 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $61,384 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $61,384 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $905 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $905 | TotalTaxAmt |
| Distributable Before Adj | $60,479 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $60,479 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $60,479 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $55,140 | 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 | $55,140 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $60,479 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $54,133 | 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 | $55,140 | QualifyingDistributionsAmt |
| Applied To Year1 | $54,133 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,007 | 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 | $59,472 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GETTYSBURG COLLEGE | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 N WASHINGTON ST | AddressLine1Txt |
| City | GETTYSBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 173251400 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL SUPPORT | GrantOrContributionPurposeTxt |
| Amt | $54,133 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $54,133 | 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 | $31,692 | 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 | $37,904 | 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 | $69,596 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $69,596 | 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 (35 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 317609295 SEAFARER OVERSEAS GR | AT COST | $32,573 | $31,277 |
| 461418444 WCM FOCUSED INTL GRO | AT COST | $32,249 | $50,180 |
| 464287200 ISHARES CORE S&P 500 | AT COST | $308,901 | $439,672 |
| 543069405 LONGLEAF PARTNERS FD | AT COST | $27,439 | $24,544 |
| 552746364 MFS EMERGING MKTS DE | AT COST | $23,122 | $20,534 |
| 557492485 MADISON MID CAP FUND | |||
| 74256W584 PRINCIPAL MIDCAP FUN | AT COST | $10,133 | $21,196 |
| 74440Y884 PGIM HIGH YIELD FUND | AT COST | $28,312 | $26,399 |
| 89355J656 TRANSAMERICA SM CAP | |||
| 89609H704 TRIBUTARY SMALL COMP | |||
| 936793686 WASATCH INTL OPPORTU | |||
| 00171A852 AMG RR SM CAP VAL-I | AT COST | $13,883 | $14,614 |
| 413838566 OAKMARK INTL SM CAP- | |||
| 89154M702 TOUCHSTONE SANDS EM | AT COST | $22,866 | $24,985 |
| 94987W513 ALLSPRING SPECIAL MI | |||
| 957663669 WESTERN ASSET CORE P | |||
| 00770X675 PZENA EMERG MKTS VAL | AT COST | $19,978 | $23,646 |
| 09260B382 BLACKROCK STRATEGIC | |||
| 256210105 DODGE & COX INCOME F | AT COST | $73,313 | $77,003 |
| 258620533 DOUBLELINE FLEXIBLE | |||
| 464287440 ISHARES BARCLAYS 7-1 | |||
| 464288877 ISHARES MSCI EAFE VA | |||
| 46432F339 ISHARES MSCI USA QUA | |||
| 46434V456 ISHARES MSCI INTL QU | AT COST | $37,146 | $42,972 |
| 25434V807 DIMENSIONAL INTERNAT | AT COST | $19,778 | $24,303 |
| 258620566 DOUBLELINE TOTAL RET | AT COST | $35,298 | $35,633 |
| 46429B267 ISHARES U S TREASURY | AT COST | $53,601 | $54,030 |
| 46429B697 ISHARES MSCI USA MIN | |||
| 94987W794 ALLSPRING CORE BOND | AT COST | $53,102 | $53,642 |
| 97717X669 WISDOMTREE U.S. QUAL | AT COST | $33,053 | $40,306 |
| 025072349 AVANTIS US LARGE CAP | AT COST | $38,339 | $37,063 |
| 09252M883 BLACKROCK TOTAL RETU | AT COST | $73,274 | $71,226 |
| 411512460 HARBOR MID CAP VALUE | AT COST | $14,861 | $14,267 |
| 46435G326 ISHARES CORE MSCI DE | AT COST | $29,702 | $30,868 |
| 589619824 MERIDIAN SMALL CAP G | AT COST | $15,686 | $14,301 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| MUTUAL FUND TIMING ADJ | $82 |
| ROC ON CY SALES | $91 |
| ROUNDING | $11 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $291 | $0 | $0 |
| FEDERAL ESTIMATES - INCOME | $195 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $311 | $311 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $85 | $85 | $0 |