WILLIAM L AND PHILIP H GLATFELTER MEMORIAL FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM L AND PHILIP H GLATFELTER MEMORIAL FOUNDATION (EIN 23-7649676)
- Tax period
- 2023-05-01 to 2024-04-30
- Filed
- 2025-01-27
- IRS object ID
- 202530279349100423
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Investments Other Schedule2
- Other Decreases Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-01-27T13:01:11-06:00 | ReturnTs |
| Tax Period End | 2024-04-30 | 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 | 2023-05-01 | 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 | 2025-01-13 | 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 | 2025-01-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | 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 | $1,158,166 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $26,761 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $26,497 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,493 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $285,809 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,493 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $1,035 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $33,289 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $31,990 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $4,517 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $3,614 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $903 | 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 | $235 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $235 | 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 | $4,752 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,849 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $903 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $51,850 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $51,850 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $56,602 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,849 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $52,753 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$23,313 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $28,141 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $62,007 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $43,232 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $43,232 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $984,598 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $979,642 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,114,934 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,046,605 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,022,874 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,158,166 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,046,605 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,022,874 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,046,605 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,022,874 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,046,605 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,022,874 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,046,605 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$23,313 | ExcessRevenueOverExpensesAmt |
| Other Increases | $864 | OtherIncreasesAmt |
| Subtotal | $1,024,156 | SubtotalAmt |
| Other Decreases | $1,282 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,022,874 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (84 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 18981. BLACKROCK LIQ FDS FEDFUND-IN | 2022-10-21 | 2023-05-25 | $18,981 | $18,981 | |||
| 4144.536 BLACKROCK STRATEGIC INCOME OPPORTUNITIES PORTFOLIO FD 0446 | 2022-06-08 | 2023-05-25 | $37,881 | $40,119 | -$2,238 | -$2,238 | |
| 2782.496 DOUBLELINE FLEXIBLE INC-R6 | 2022-10-21 | 2023-05-25 | $23,373 | $23,123 | $250 | $250 | |
| 467. ISHARES BARCLAYS 7-10 YEAR TREASURY | 2023-03-21 | 2023-05-25 | $45,271 | $45,832 | -$561 | -$561 | |
| 432.107 MFS EMERGING MKTS DEBT FD-R6 | 2018-03-06 | 2023-05-25 | $4,891 | $6,361 | -$1,470 | -$1,470 | |
| 1097.377 PGIM HIGH YIELD FUND CLASS R6 | 2018-03-06 | 2023-05-25 | $4,993 | $5,981 | -$988 | -$988 | |
| 220.163 AMG RR SM CAP VAL-I | 2022-03-01 | 2023-09-26 | $3,210 | $3,151 | $59 | $59 | |
| 218.56 PZENA EMERG MKTS VALUE-INST | 2022-09-15 | 2023-09-26 | $2,647 | $2,295 | $352 | $352 | |
| 14.689 SEAFARER OVERSEAS GROWTH & INCOME INSTL CLASS | 2021-03-24 | 2023-09-26 | $173 | $219 | -$46 | -$46 | |
| 81.973 WCM FOCUSED INTL GROWTH-INS | 2021-12-28 | 2023-09-26 | $1,662 | $2,268 | -$606 | -$606 | |
| 38. ISHARES CORE S&P 500 ETF | 2021-08-24 | 2023-09-26 | $16,301 | $17,128 | -$827 | -$827 | |
| 47. ISHARES MSCI EAFE VALUE ETF | 2022-09-15 | 2023-09-26 | $2,305 | $1,991 | $314 | $314 | |
| 299. ISHARES MSCI USA QUALITY FACTOR ETF | 2023-03-06 | 2023-09-26 | $39,201 | $36,483 | $2,718 | $2,718 | |
| 215.874 LONGLEAF PARTNERS FDS TR INTL FD 4428 | 2021-03-24 | 2023-09-26 | $3,268 | $3,998 | -$730 | -$730 | |
| 466.874 MADISON MID CAP FUND-R6 | 2018-03-06 | 2023-09-26 | $6,676 | $4,768 | $1,908 | $1,908 | |
| 190.551 PRINCIPAL MIDCAP FUND-R6 | 2016-05-04 | 2023-09-26 | $6,545 | $4,028 | $2,517 | $2,517 | |
| 403.82 TRANSAMERICA SM CAP GROW-I2 | 2019-10-24 | 2023-09-26 | $2,528 | $2,718 | -$190 | -$190 | |
| 200.495 TRIBUTARY SMALL COMPANY FD INST PLUS FD 1705 | 2018-03-06 | 2023-09-26 | $5,429 | $5,675 | -$246 | -$246 | |
| 117.88 ALLSPRING SPECIAL MID CAP VALUE FUND CL R6 | 2022-03-01 | 2023-09-26 | $5,240 | $5,676 | -$436 | -$436 | |
| 33.222 AMG RR SM CAP VAL-I | 2022-03-01 | 2023-11-03 | $500 | $475 | $25 | $25 | |
| 121.366 DODGE & COX INCOME FUND FD 147 | 2023-03-21 | 2023-11-03 | $1,453 | $1,510 | -$57 | -$57 | |
| 93.539 DOUBLELINE TOTAL RETURN BOND FUND CLASS R6 | 2023-05-25 | 2023-11-03 | $786 | $825 | -$39 | -$39 | |
| 64.739 WCM FOCUSED INTL GROWTH-INS | 2021-12-28 | 2023-11-03 | $1,336 | $1,585 | -$249 | -$249 | |
| 34. ISHARES CORE S&P 500 ETF | 2022-03-01 | 2023-11-03 | $14,810 | $14,752 | $58 | $58 | |
| 10. ISHARES MSCI EAFE VALUE ETF | 2022-09-15 | 2023-11-03 | $488 | $424 | $64 | $64 | |
| 81. ISHARES U S TREASURY BOND ETF | 2023-05-25 | 2023-11-03 | $1,787 | $1,861 | -$74 | -$74 | |
| 13. ISHARES MSCI USA MIN VOL FACTOR ETF | 2023-09-26 | 2023-11-03 | $958 | $953 | $5 | $5 | |
| 46. ISHARES MSCI INTL QUALITY FACTOR ETF | 2023-04-19 | 2023-11-03 | $1,565 | $1,657 | -$92 | -$92 | |
| 15.317 LONGLEAF PARTNERS FDS TR INTL FD 4428 | 2021-03-24 | 2023-11-03 | $234 | $284 | -$50 | -$50 | |
| 21.662 MFS EMERGING MKTS DEBT FD-R6 | 2018-03-06 | 2023-11-03 | $242 | $319 | -$77 | -$77 | |
| 45.051 MADISON MID CAP FUND-R6 | 2018-03-06 | 2023-11-03 | $665 | $460 | $205 | $205 | |
| 10.664 PRINCIPAL MIDCAP FUND-R6 | 2016-05-04 | 2023-11-03 | $373 | $225 | $148 | $148 | |
| 56.828 PGIM HIGH YIELD FUND CLASS R6 | 2018-03-06 | 2023-11-03 | $258 | $310 | -$52 | -$52 | |
| 22.767 TOUCHSTONE SANDS EM GR-R6 | 2021-12-28 | 2023-11-03 | $303 | $444 | -$141 | -$141 | |
| .723 TRIBUTARY SMALL COMPANY FD INST PLUS FD 1705 | 2018-12-27 | 2023-11-03 | $20 | $17 | $3 | $3 | |
| 68.884 WASATCH INTL OPPORTUNIT-INST | 2018-03-06 | 2023-11-03 | $189 | $245 | -$56 | -$56 | |
| 1.821 ALLSPRING SPECIAL MID CAP VALUE FUND CL R6 | 2022-03-01 | 2023-11-03 | $81 | $88 | -$7 | -$7 | |
| 160.771 ALLSPRING CORE BOND FUND | 2023-05-25 | 2023-11-03 | $1,706 | $1,767 | -$61 | -$61 | |
| 150.215 WESTERN ASSET CORE PLUS BOND FUND CLASS IS | 2018-03-06 | 2023-11-03 | $1,335 | $1,725 | -$390 | -$390 | |
| 24. WISDOMTREE U.S. QUALITY DIVI ETF | 2023-09-26 | 2023-11-03 | $1,550 | $1,528 | $22 | $22 | |
| 421. ISHARES MSCI EAFE VALUE ETF | 2022-09-15 | 2023-11-14 | $20,813 | $17,821 | $2,992 | $2,992 | |
| 13.269 LONGLEAF PARTNERS FDS TR INTL FD 4428 | 2021-03-24 | 2023-11-14 | $207 | $246 | -$39 | -$39 | |
| CAPITAL GAIN DIVIDENDS | $3,575 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,575 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,575 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,575 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,575 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,575 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,575 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,575 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,575 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,575 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,575 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,575 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,575 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,575 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,575 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,575 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,575 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,575 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,575 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,575 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,575 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,575 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,575 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,575 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,575 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,575 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,575 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,575 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,575 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,575 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,575 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,575 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,575 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,575 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,575 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,575 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,575 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,575 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,575 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,575 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,575 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,575 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,493 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $391 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $391 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $391 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $296 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $291 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $587 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $196 | OverpaymentAmt |
| Applied To ES Tax | $196 | 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 | $4,517 | 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 | $1,125,412 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,125,412 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,125,412 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,881 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,108,531 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $55,427 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $55,427 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $391 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $391 | TotalTaxAmt |
| Distributable Before Adj | $55,036 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $55,036 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $55,036 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $52,753 | 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 | $52,753 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $55,036 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $51,850 | 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 | $52,753 | QualifyingDistributionsAmt |
| Applied To Year1 | $51,850 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $903 | 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 | $54,133 | 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 | $51,850 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $51,850 | 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 | $26,761 | 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 | $5,493 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,035 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $33,289 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $33,289 | 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 (30 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 317609295 SEAFARER OVERSEAS GR | AT COST | $29,413 | $27,247 |
| 461418444 WCM FOCUSED INTL GRO | AT COST | $30,533 | $48,245 |
| 464287200 ISHARES CORE S&P 500 | AT COST | $315,185 | $410,110 |
| 543069405 LONGLEAF PARTNERS FD | AT COST | $24,811 | $22,067 |
| 552746364 MFS EMERGING MKTS DE | AT COST | $13,456 | $10,905 |
| 557492485 MADISON MID CAP FUND | AT COST | $12,318 | $20,367 |
| 74256W584 PRINCIPAL MIDCAP FUN | AT COST | $12,721 | $23,986 |
| 74440Y884 PGIM HIGH YIELD FUND | AT COST | $12,435 | $10,636 |
| 89355J656 TRANSAMERICA SM CAP | AT COST | $14,331 | $14,036 |
| 89609H704 TRIBUTARY SMALL COMP | AT COST | $8,806 | $11,280 |
| 936793686 WASATCH INTL OPPORTU | AT COST | $16,020 | $14,290 |
| 00171A852 AMG RR SM CAP VAL-I | AT COST | $12,344 | $13,665 |
| 413838566 OAKMARK INTL SM CAP- | AT COST | $10,015 | $14,353 |
| 89154M702 TOUCHSTONE SANDS EM | AT COST | $22,047 | $22,425 |
| 94987W513 ALLSPRING SPECIAL MI | AT COST | $19,740 | $19,832 |
| 957663669 WESTERN ASSET CORE P | AT COST | $70,101 | $63,303 |
| 00770X675 PZENA EMERG MKTS VAL | AT COST | $18,211 | $22,217 |
| 09260B382 BLACKROCK STRATEGIC | |||
| 256210105 DODGE & COX INCOME F | AT COST | $67,418 | $68,368 |
| 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 | $37,650 | $40,012 |
| 25434V807 DIMENSIONAL INTERNAT | AT COST | $21,086 | $23,330 |
| 258620566 DOUBLELINE TOTAL RET | AT COST | $37,847 | $36,587 |
| 46429B267 ISHARES U S TREASURY | AT COST | $47,936 | $46,393 |
| 46429B697 ISHARES MSCI USA MIN | AT COST | $25,519 | $27,997 |
| 94987W794 ALLSPRING CORE BOND | AT COST | $64,290 | $62,695 |
| 97717X669 WISDOMTREE U.S. QUAL | AT COST | $35,409 | $40,588 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (4 entries)
| DescDesc | AmtAmt |
|---|---|
| 2023 TRANSACTIONS POSTED IN 2024 | $950 |
| RETURN OF CAPITAL ADJUSTMENT | $4 |
| COST BASIS ADJUSTMENT | $327 |
| ROUNDING | $1 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Revenue And Expenses Per Books | $1,035 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2022 TRANSACTIONS POSTED IN 2023 | Desc |
| Amt | $864 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES ON QUALIFIED FOR | $171 | $171 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $64 | $64 | $0 |