G KASTLIN FOR PRES HOSP ET AL 500 361: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- G KASTLIN FOR PRES HOSP ET AL 500 361 (EIN 25-6016173)
- Tax period
- 2024-10-01 to 2025-09-30
- Filed
- 2026-02-04
- IRS object ID
- 202640359349101404
- 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
- Form 990-PF
- Investments Other Schedule2
- Other Decreases Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-02-04T11:01:23-05:00 | ReturnTs |
| Tax Period End | 2025-09-30 | 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 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-10-01 | 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 | 2025-12-12 | 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 | 2025-12-12 | 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) |
|---|---|---|
| Organization4947a1 Trtd PF | Yes (X) | Organization4947a1TrtdPFInd |
| FMV Assets EOY | $1,378,261 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $30,371 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $30,371 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $68,786 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $527,963 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $68,786 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $99,157 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $99,157 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $20,900 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $12,540 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $8,360 | 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 | $962 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $318 | 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 | $21,862 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,858 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,360 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $65,619 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $65,619 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $87,481 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,858 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $73,979 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $11,676 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $86,299 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $17,760 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $36,832 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $36,832 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $1,132,154 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,124,735 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,341,429 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,149,914 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,161,567 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,378,261 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,149,914 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,161,567 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,149,914 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,161,567 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,149,914 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,161,567 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,149,914 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $11,676 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3 | OtherIncreasesAmt |
| Subtotal | $1,161,593 | SubtotalAmt |
| Other Decreases | $26 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,161,567 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (80 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 46. ISHARES S&P 500 INDEX FUND | 2022-01-27 | 2024-11-15 | $27,005 | $20,268 | $6,737 | $6,737 | |
| 15. ISHARES S&P 500 INDEX FUND | 2022-01-27 | 2025-01-24 | $9,182 | $6,609 | $2,573 | $2,573 | |
| 363.306 BNY MELLON BOND FD CL M | 2021-02-17 | 2025-02-26 | $4,000 | $4,792 | -$792 | -$792 | |
| 15. ISHARES S&P 500 INDEX FUND | 2022-01-27 | 2025-02-26 | $8,956 | $6,609 | $2,347 | $2,347 | |
| 1872.659 BNY MELLON HIGH YIELD-I | 2020-12-03 | 2025-04-28 | $10,000 | $11,461 | -$1,461 | -$1,461 | |
| 912.409 BNYM FLTNG RT INC-Y | 2018-12-21 | 2025-04-28 | $10,000 | $10,421 | -$421 | -$421 | |
| 90.228 CHAMPLAIN MID CAP FUND-INS | 2024-12-18 | 2025-08-07 | $2,166 | $2,176 | -$10 | -$10 | |
| 1242.821 CHAMPLAIN MID CAP FUND-INS | 2021-06-24 | 2025-08-07 | $29,840 | $34,148 | -$4,308 | -$4,308 | |
| 122.653 G Q G PART EMERG MKTS EQ-INST | 2021-06-24 | 2025-08-07 | $2,106 | $2,289 | -$183 | -$183 | |
| 525.81 BNY MELLON INTL EQTY-Y | 2024-12-16 | 2025-08-07 | $9,617 | $7,630 | $1,987 | $1,987 | |
| 1097.123 BNY MELLON INTL EQTY-Y | 2021-06-24 | 2025-08-07 | $20,066 | $26,275 | -$6,209 | -$6,209 | |
| 171.449 BNY MELLON HIGH YIELD-I | 2024-08-30 | 2025-08-07 | $934 | $930 | $4 | $4 | |
| 131.82 BNY MELLON HIGH YIELD-I | 2025-02-28 | 2025-08-07 | $718 | $710 | $8 | $8 | |
| 1488.379 BNY MELLON HIGH YIELD-I | 2015-09-30 | 2025-08-07 | $8,112 | $8,673 | -$561 | -$561 | |
| 70.361 BNYM GLBL RL EST SEC-Y | 2021-12-28 | 2025-08-07 | $604 | $708 | -$104 | -$104 | |
| 149.05 BNYM FLTNG RT INC-Y | 2024-09-03 | 2025-08-07 | $1,649 | $1,652 | -$3 | -$3 | |
| 97.219 BNYM FLTNG RT INC-Y | 2025-03-03 | 2025-08-07 | $1,075 | $1,072 | $3 | $3 | |
| 2039.994 BNYM FLTNG RT INC-Y | 2020-08-03 | 2025-08-07 | $22,562 | $22,861 | -$299 | -$299 | |
| 1105.846 DFA EMERG MKTS CORE EQUITY | 2021-06-24 | 2025-08-07 | $29,902 | $28,697 | $1,205 | $1,205 | |
| 188. ISHARES S&P 500 INDEX FUND | 2021-02-17 | 2025-08-07 | $120,253 | $74,557 | $45,696 | $45,696 | |
| 626. ISHARES TR RUSSELL MIDCAP INDEX FD | 2021-12-22 | 2025-08-07 | $58,862 | $49,447 | $9,415 | $9,415 | |
| 130. ISHARES TR S & P SMALL CAP 600 | 2024-09-26 | 2025-08-07 | $14,539 | $15,107 | -$568 | -$568 | |
| 316. ISHARES MSCI EAFE SMALL CAP | 2021-04-05 | 2025-08-07 | $23,625 | $23,267 | $358 | $358 | |
| 291. ISHARES CORE MSCI EAFE ETF | 2021-06-24 | 2025-08-07 | $24,514 | $21,988 | $2,526 | $2,526 | |
| 91.576 NEUBERGER BERMAN INTRINSIC VALUE-IS | 2024-09-26 | 2025-08-07 | $1,968 | $1,918 | $50 | $50 | |
| 4.391 GOLDMAN SACHS ABS RETURN TR FUND - I | 2025-08-07 | 2025-08-19 | $46 | $46 | |||
| 357. ISHARES 1-3 YEAR TREASURY BOND ETF | 2025-08-07 | 2025-08-19 | $29,513 | $29,523 | -$10 | -$10 | |
| 432. ISHARES MSCI EMERGING MARKETS EX | 2025-08-07 | 2025-09-05 | $27,723 | $27,821 | -$98 | -$98 | |
| 146.497 BNY MELLON BOND FD CL M | 2021-02-17 | 2025-09-16 | $1,644 | $1,932 | -$288 | -$288 | |
| 26.792 BNYM GLBL RL EST SEC-Y | 2021-12-28 | 2025-09-16 | $237 | $270 | -$33 | -$33 | |
| 31.36 FULLTHALER BEH S/C GRW-R6 | 2025-08-07 | 2025-09-16 | $1,645 | $1,474 | $171 | $171 | |
| .863 FIDELITY ADV INTL SM CAP-Z | 2025-08-19 | 2025-09-16 | $33 | $32 | $1 | $1 | |
| .159 GATEWAY TR | 2025-08-19 | 2025-09-16 | $8 | $8 | |||
| .39 GOLDMAN SACHS ABS RETURN TR FUND - I | 2025-08-07 | 2025-09-16 | $4 | $4 | |||
| 8. ISHARES S&P 500 INDEX FUND | 2025-08-19 | 2025-09-16 | $5,290 | $5,144 | $146 | $146 | |
| 73. ISHARES 1-3 YEAR TREASURY BOND ETF | 2025-08-07 | 2025-09-16 | $6,058 | $6,037 | $21 | $21 | |
| 11. ISHARES CORE MSCI EMERGING | 2025-09-05 | 2025-09-16 | $723 | $690 | $33 | $33 | |
| 22.526 J H III DISC MID CAP VAL-R6 | 2025-08-19 | 2025-09-16 | $680 | $665 | $15 | $15 | |
| 49.637 NEUBERGER BERMAN INTRINSIC VALUE-IS | 2024-09-26 | 2025-09-16 | $1,186 | $1,039 | $147 | $147 | |
| 10.221 NEUBERGER BERMAN INTRINSIC VALUE-IS | 2025-08-19 | 2025-09-16 | $244 | $227 | $17 | $17 | |
| CAPITAL GAIN DIVIDENDS | $10,674 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,674 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,674 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,674 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,674 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,674 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,674 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,674 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,674 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,674 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,674 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,674 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,674 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,674 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,674 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,674 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,674 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,674 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,674 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,674 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,674 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,674 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,674 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,674 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,674 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,674 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,674 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,674 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,674 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,674 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,674 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,674 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,674 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,674 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,674 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,674 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,674 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,674 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,674 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,674 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $68,786 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,200 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,200 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,200 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $472 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $472 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $728 | 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 | 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 | 15320 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $20,900 | 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 | $1,298,542 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $10,808 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,309,350 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,309,350 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $19,640 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,289,710 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $64,486 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $64,486 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,200 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,200 | TotalTaxAmt |
| Distributable Before Adj | $63,286 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $63,286 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $63,286 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $73,979 | 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 | $73,979 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $63,286 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | 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 | $7,715 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $13,364 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $21,079 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $73,979 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $63,286 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $10,693 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $31,772 | 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 | $31,772 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $7,715 | ExcessFromYear2Amt |
| Excess From Year1 | $13,364 | ExcessFromYear1Amt |
| Excess From Current Year | $10,693 | 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 | $21,873 |
| UPMC | |||||||
| 600 GRANT STREET 58TH FLOOR | PITTSBURGH | PA | 152192739 | NONE | PC | GENERAL OPERATING | $21,873 |
| ST MARGARET MEMORIAL HOSP FOUNDATION | |||||||
| 815 FREEPORT ROAD | PITTSBURGH | PA | 15215 | NONE | PC | GENERAL OPERATING | $21,873 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $65,619 | 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 | $30,371 | 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 | $68,786 | 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 | $99,157 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $99,157 | 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 (28 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 05588E850 BNY MELLON HIGH YIEL | AT COST | $6,393 | $6,739 |
| 05569M830 BNY MELLON BOND FD C | AT COST | $301,836 | $277,297 |
| 05588F709 BNYM GLBL RL EST SEC | AT COST | $11,876 | $13,327 |
| 05589K400 BNYM FLTNG RT INC-Y | AT COST | $6,602 | $6,757 |
| 46432F842 ISHARES CORE MSCI EA | AT COST | $27,255 | $32,479 |
| 05587K857 BNYM INTL STCK-Y | AT COST | $40,485 | $39,434 |
| 00771X419 G Q G PART EMERG MKT | AT COST | $29,342 | $28,442 |
| 464287200 ISHARES S&P 500 INDE | AT COST | $309,053 | $526,070 |
| 233203421 DFA EMERG MKTS CORE | |||
| 00766Y513 CHAMPLAIN MID CAP FU | |||
| 464288273 ISHARES MSCI EAFE SM | |||
| 05588D753 BNY MELLON INTL EQTY | |||
| 464287457 ISHARES 1-3 YEAR TRE | AT COST | $14,555 | $14,767 |
| 464287499 ISHARES TR RUSSELL M | |||
| 38145N220 GOLDMAN SACHS ABS RE | AT COST | $25,645 | $26,929 |
| 464287804 ISHARES TR S & P SMA | |||
| 47803W406 JOHN HANCOCK III-DIS | |||
| 64122Q705 NEUBERGER BERMAN INT | AT COST | $21,043 | $24,530 |
| 64128R608 NEUBERGER BERMAN LON | AT COST | $33,647 | $35,233 |
| 14064D774 FULLTHALER BEH S/C G | AT COST | $21,546 | $24,305 |
| 14949P208 CAUSEWAY CAP MGMT TR | AT COST | $38,067 | $39,316 |
| 31618H283 FIDELITY ADV INTL SM | AT COST | $19,125 | $19,400 |
| 367829884 GATEWAY TR | AT COST | $28,363 | $30,176 |
| 46434G103 ISHARES CORE MSCI EM | AT COST | $27,147 | $28,543 |
| 46641Q332 JPMORGAN EQUITY PREM | AT COST | $34,826 | $35,345 |
| 47803W703 J H III DISC MID CAP | AT COST | $52,588 | $56,479 |
| 74256W584 PRINCIPAL MIDCAP FUN | AT COST | $55,478 | $55,815 |
| 87234N765 TCW EMERGING MARKETS | AT COST | $19,863 | $20,046 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MUTUAL FUND TIMING ADJ | Desc |
| Amt | $26 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $3 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $232 | $232 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $172 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $472 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $86 | $86 | $0 |