RICHARD B WYATT FAM FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- RICHARD B WYATT FAM FOUNDATION (EIN 20-3458206)
- Tax period
- 2024-12-01 to 2025-11-30
- Filed
- 2026-04-07
- IRS object ID
- 202630979349100308
- 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 Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-07T08:01:56-05:00 | ReturnTs |
| Tax Period End | 2025-11-30 | 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 | 2024-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203458206 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD B WYATT FDN-IMA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RICH | BusinessNameControlTxt |
| Phone | 4122342531 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O BNY MELLON PO BOX 185 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152300185 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD B WYATT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4122342531 | PhoneNum |
| Signature | 2026-02-03 | 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 | 2026-02-03 | 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 | $2,466,518 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $78,639 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $78,639 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $405,589 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,227,394 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $405,589 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $484,228 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $484,228 | TotalNetInvstIncmAmt |
| 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 Rev And Expnss | $8,233 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,940 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,293 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,807 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $657 | 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 | $15,040 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,597 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,293 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $89,826 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $89,826 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $104,866 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,597 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $93,119 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $379,362 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $478,631 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | -$18,465 | CashEOYAmt |
| Cash EOYFMV | -$18,465 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $7,827 | SavAndTempCashInvstBOYAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $2,009,456 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,415,500 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,484,983 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,017,283 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,397,035 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,466,518 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,017,283 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,397,035 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,017,283 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,397,035 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,017,283 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,397,035 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,017,283 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $379,362 | ExcessRevenueOverExpensesAmt |
| Other Increases | $390 | OtherIncreasesAmt |
| Subtotal | $2,397,035 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,397,035 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (120 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 989.827 BNY MELLON INCOME STK FD CL M | 2021-12-07 | 2024-12-20 | $6,711 | $8,809 | -$2,098 | -$2,098 | |
| 6702.214 BNY MELLON INTERMEDIATE BOND FD CL M | 2008-07-22 | 2024-12-20 | $78,885 | $83,271 | -$4,386 | -$4,386 | |
| 324.449 BNY MELLON HIGH YIELD-I | 2018-08-10 | 2024-12-20 | $1,749 | $1,986 | -$237 | -$237 | |
| 971.007 BNYM LARGE CAP GROWTH-Y | 2020-03-10 | 2024-12-20 | $14,614 | $19,187 | -$4,573 | -$4,573 | |
| 25.53 TCW EMERGING MARKETS INCOME FUND-I | 2024-08-20 | 2024-12-20 | $167 | $170 | -$3 | -$3 | |
| 458.436 CHAMPLAIN MID CAP FUND-INS | 2024-12-20 | 2025-01-17 | $11,149 | $11,145 | $4 | $4 | |
| 329. ISHARES CORE S&P SMALL-CAP ETF | 2023-04-27 | 2025-01-23 | $39,229 | $30,271 | $8,958 | $8,958 | |
| 846.647 BNY MELLON INTL EQTY-Y | 2024-12-16 | 2025-04-16 | $13,208 | $12,285 | $923 | $923 | |
| 684.716 BNY MELLON INTL EQTY-Y | 2014-12-15 | 2025-04-16 | $10,682 | $13,535 | -$2,853 | -$2,853 | |
| 8192.281 BNY MELLON HIGH YIELD-I | 2018-08-10 | 2025-04-16 | $43,173 | $45,465 | -$2,292 | -$2,292 | |
| 74.203 BNY MELLON DEVELOPED MARKETS REAL | 2024-08-20 | 2025-04-16 | $591 | $631 | -$40 | -$40 | |
| 2647.659 BNYM FLTNG RT INC-Y | 2024-08-20 | 2025-04-16 | $28,780 | $29,389 | -$609 | -$609 | |
| 38.972 DFA EMERG MKTS CORE EQUITY | 2024-09-27 | 2025-04-16 | $878 | $991 | -$113 | -$113 | |
| 63.269 DFA EMERG MKTS CORE EQUITY | 2024-12-10 | 2025-04-16 | $1,426 | $1,515 | -$89 | -$89 | |
| 65.249 DFA EMERG MKTS CORE EQUITY | 2018-06-28 | 2025-04-16 | $1,471 | $1,365 | $106 | $106 | |
| 58.167 TCW EMERGING MARKETS INCOME FUND-I | 2024-08-20 | 2025-04-16 | $370 | $387 | -$17 | -$17 | |
| 1306.807 BNY MELLON INCOME STK FD CL M | 2021-12-07 | 2025-08-19 | $9,736 | $11,631 | -$1,895 | -$1,895 | |
| 61.509 BNY MELLON M/C MULTI-STRATEGY FUND | 2022-12-13 | 2025-08-19 | $940 | $1,011 | -$71 | -$71 | |
| 1309.269 BNYM LARGE CAP GROWTH-Y | 2020-03-10 | 2025-08-19 | $21,184 | $25,871 | -$4,687 | -$4,687 | |
| 72.316 FULLTHALER BEH S/C GRW-R6 | 2025-01-23 | 2025-08-19 | $3,449 | $3,810 | -$361 | -$361 | |
| 29.451 DFA EMERG MKTS CORE EQUITY | 2025-06-27 | 2025-08-19 | $803 | $773 | $30 | $30 | |
| 104.427 DFA EMERG MKTS CORE EQUITY | 2017-05-16 | 2025-08-19 | $2,847 | $2,163 | $684 | $684 | |
| 3. ISHARES CORE S&P MID-CAP ETF | 2025-01-17 | 2025-08-19 | $191 | $194 | -$3 | -$3 | |
| 156.691 NEUBERGER BERMAN INTRINSIC VALUE-IS | 2024-12-20 | 2025-08-19 | $3,477 | $3,400 | $77 | $77 | |
| 14.267 BNY MELLON M/C MULTI-STRATEGY FUND | 2022-12-13 | 2025-09-16 | $222 | $234 | -$12 | -$12 | |
| 854.424 BNY MELLON INTERMEDIATE BOND FD CL M | 2008-09-30 | 2025-09-16 | $10,415 | $10,128 | $287 | $287 | |
| 40.664 BNY MELLON DEVELOPED MARKETS REAL | 2025-08-19 | 2025-09-16 | $359 | $351 | $8 | $8 | |
| 56.761 FULLTHALER BEH S/C GRW-R6 | 2025-01-23 | 2025-09-16 | $2,978 | $2,991 | -$13 | -$13 | |
| 74.592 DFA EMERG MKTS CORE EQUITY | 2017-05-16 | 2025-09-16 | $2,139 | $1,542 | $597 | $597 | |
| 3. ISHARES MSCI EMERGING MARKETS EX | 2024-12-20 | 2025-09-16 | $202 | $168 | $34 | $34 | |
| 124.646 NEUBERGER BERMAN INTRINSIC VALUE-IS | 2024-12-20 | 2025-09-16 | $2,979 | $2,705 | $274 | $274 | |
| 8123.358 BNY MELLON INCOME STK FD CL M | 2024-10-31 | 2025-10-08 | $62,387 | $57,726 | $4,661 | $4,661 | |
| 311.736 BNY MELLON INCOME STK FD CL M | 2025-04-30 | 2025-10-08 | $2,394 | $2,252 | $142 | $142 | |
| 35948.306 BNY MELLON INCOME STK FD CL M | 2013-01-16 | 2025-10-08 | $276,083 | $271,925 | $4,158 | $4,158 | |
| 2713.083 BNY MELLON M/C MULTI-STRATEGY FUND | 2024-12-12 | 2025-10-08 | $42,568 | $40,832 | $1,736 | $1,736 | |
| 10247.825 BNY MELLON M/C MULTI-STRATEGY FUND | 2008-07-21 | 2025-10-08 | $160,788 | $128,152 | $32,636 | $32,636 | |
| 2815.426 BNY MELLON INTERMEDIATE BOND FD CL M | 2023-04-27 | 2025-10-08 | $34,151 | $33,138 | $1,013 | $1,013 | |
| 242.855 BNYM INTL STCK-Y | 2024-12-12 | 2025-10-08 | $5,877 | $5,559 | $318 | $318 | |
| 776.058 BNYM INTL STCK-Y | 2011-10-21 | 2025-10-08 | $18,781 | $11,578 | $7,203 | $7,203 | |
| 454.372 BNY MELLON INTL EQTY-Y | 2024-12-16 | 2025-10-08 | $8,815 | $6,593 | $2,222 | $2,222 | |
| 1882.469 BNY MELLON INTL EQTY-Y | 2008-12-17 | 2025-10-08 | $36,520 | $26,361 | $10,159 | $10,159 | |
| 157.526 BNY MELLON HIGH YIELD-I | 2023-04-27 | 2025-10-08 | $860 | $824 | $36 | $36 | |
| 10721.211 BNYM LARGE CAP GROWTH-Y | 2024-12-17 | 2025-10-08 | $180,438 | $162,387 | $18,051 | $18,051 | |
| 33284.637 BNYM LARGE CAP GROWTH-Y | 2011-05-19 | 2025-10-08 | $560,180 | $506,543 | $53,637 | $53,637 | |
| 2.503 FULLTHALER BEH S/C GRW-R6 | 2025-01-23 | 2025-10-08 | $135 | $132 | $3 | $3 | |
| 35.142 DFA EMERG MKTS CORE EQUITY | 2025-09-29 | 2025-10-08 | $1,014 | $991 | $23 | $23 | |
| 3582.401 DFA EMERG MKTS CORE EQUITY | 2012-08-28 | 2025-10-08 | $103,388 | $69,765 | $33,623 | $33,623 | |
| 492.195 FIDELITY ADV INTL SM CAP-Z | 2022-01-25 | 2025-10-08 | $18,467 | $15,322 | $3,145 | $3,145 | |
| 1153. ISHARES 1-3 YEAR TREASURY BOND ETF | 2023-04-27 | 2025-10-08 | $95,440 | $94,751 | $689 | $689 | |
| 346. ISHARES CORE S&P MID-CAP ETF | 2024-12-20 | 2025-10-08 | $22,760 | $21,968 | $792 | $792 | |
| 96. ISHARES CORE S&P MID-CAP ETF | 2025-04-16 | 2025-10-08 | $6,315 | $5,225 | $1,090 | $1,090 | |
| 108. ISHARES MSCI EMERGING MARKETS EX | 2024-12-20 | 2025-10-08 | $7,483 | $6,048 | $1,435 | $1,435 | |
| 32.058 NEUBERGER BERMAN INTRINSIC VALUE-IS | 2024-12-20 | 2025-10-08 | $797 | $696 | $101 | $101 | |
| 135.865 G Q G PART EMERG MKTS EQ-INST | 2025-10-08 | 2025-11-20 | $2,444 | $2,397 | $47 | $47 | |
| 784.213 BNY MELLON BOND FUND-M | 2020-05-11 | 2025-11-20 | $8,744 | $10,375 | -$1,631 | -$1,631 | |
| 3.708 BNY MELLON HIGH YIELD-I | 2023-04-27 | 2025-11-20 | $20 | $19 | $1 | $1 | |
| 17.057 BNY MELLON DEVELOPED MARKETS REAL | 2025-10-08 | 2025-11-20 | $147 | $149 | -$2 | -$2 | |
| 12.291 BNYM FLTNG RT INC-Y | 2024-08-20 | 2025-11-20 | $135 | $136 | -$1 | -$1 | |
| 145. ISHARES 1-3 YEAR TREASURY BOND ETF | 2023-04-27 | 2025-11-20 | $12,022 | $11,916 | $106 | $106 | |
| 10. ISHARES CORE MSCI EMERGING | 2025-10-08 | 2025-11-20 | $656 | $671 | -$15 | -$15 | |
| CAPITAL GAIN DIVIDENDS | $242,581 | P | |||||
| CAPITAL GAIN DIVIDENDS | $242,581 | P | |||||
| CAPITAL GAIN DIVIDENDS | $242,581 | P | |||||
| CAPITAL GAIN DIVIDENDS | $242,581 | P | |||||
| CAPITAL GAIN DIVIDENDS | $242,581 | P | |||||
| CAPITAL GAIN DIVIDENDS | $242,581 | P | |||||
| CAPITAL GAIN DIVIDENDS | $242,581 | P | |||||
| CAPITAL GAIN DIVIDENDS | $242,581 | P | |||||
| CAPITAL GAIN DIVIDENDS | $242,581 | P | |||||
| CAPITAL GAIN DIVIDENDS | $242,581 | P | |||||
| CAPITAL GAIN DIVIDENDS | $242,581 | P | |||||
| CAPITAL GAIN DIVIDENDS | $242,581 | P | |||||
| CAPITAL GAIN DIVIDENDS | $242,581 | P | |||||
| CAPITAL GAIN DIVIDENDS | $242,581 | P | |||||
| CAPITAL GAIN DIVIDENDS | $242,581 | P | |||||
| CAPITAL GAIN DIVIDENDS | $242,581 | P | |||||
| CAPITAL GAIN DIVIDENDS | $242,581 | P | |||||
| CAPITAL GAIN DIVIDENDS | $242,581 | P | |||||
| CAPITAL GAIN DIVIDENDS | $242,581 | P | |||||
| CAPITAL GAIN DIVIDENDS | $242,581 | P | |||||
| CAPITAL GAIN DIVIDENDS | $242,581 | P | |||||
| CAPITAL GAIN DIVIDENDS | $242,581 | P | |||||
| CAPITAL GAIN DIVIDENDS | $242,581 | P | |||||
| CAPITAL GAIN DIVIDENDS | $242,581 | P | |||||
| CAPITAL GAIN DIVIDENDS | $242,581 | P | |||||
| CAPITAL GAIN DIVIDENDS | $242,581 | P | |||||
| CAPITAL GAIN DIVIDENDS | $242,581 | P | |||||
| CAPITAL GAIN DIVIDENDS | $242,581 | P | |||||
| CAPITAL GAIN DIVIDENDS | $242,581 | P | |||||
| CAPITAL GAIN DIVIDENDS | $242,581 | P | |||||
| CAPITAL GAIN DIVIDENDS | $242,581 | P | |||||
| CAPITAL GAIN DIVIDENDS | $242,581 | P | |||||
| CAPITAL GAIN DIVIDENDS | $242,581 | P | |||||
| CAPITAL GAIN DIVIDENDS | $242,581 | P | |||||
| CAPITAL GAIN DIVIDENDS | $242,581 | P | |||||
| CAPITAL GAIN DIVIDENDS | $242,581 | P | |||||
| CAPITAL GAIN DIVIDENDS | $242,581 | P | |||||
| CAPITAL GAIN DIVIDENDS | $242,581 | P | |||||
| CAPITAL GAIN DIVIDENDS | $242,581 | P | |||||
| CAPITAL GAIN DIVIDENDS | $242,581 | P | |||||
| CAPITAL GAIN DIVIDENDS | $242,581 | P | |||||
| CAPITAL GAIN DIVIDENDS | $242,581 | P | |||||
| CAPITAL GAIN DIVIDENDS | $242,581 | P | |||||
| CAPITAL GAIN DIVIDENDS | $242,581 | P | |||||
| CAPITAL GAIN DIVIDENDS | $242,581 | P | |||||
| CAPITAL GAIN DIVIDENDS | $242,581 | P | |||||
| CAPITAL GAIN DIVIDENDS | $242,581 | P | |||||
| CAPITAL GAIN DIVIDENDS | $242,581 | P | |||||
| CAPITAL GAIN DIVIDENDS | $242,581 | P | |||||
| CAPITAL GAIN DIVIDENDS | $242,581 | P | |||||
| CAPITAL GAIN DIVIDENDS | $242,581 | P | |||||
| CAPITAL GAIN DIVIDENDS | $242,581 | P | |||||
| CAPITAL GAIN DIVIDENDS | $242,581 | P | |||||
| CAPITAL GAIN DIVIDENDS | $242,581 | P | |||||
| CAPITAL GAIN DIVIDENDS | $242,581 | P | |||||
| CAPITAL GAIN DIVIDENDS | $242,581 | P | |||||
| CAPITAL GAIN DIVIDENDS | $242,581 | P | |||||
| CAPITAL GAIN DIVIDENDS | $242,581 | P | |||||
| CAPITAL GAIN DIVIDENDS | $242,581 | P | |||||
| CAPITAL GAIN DIVIDENDS | $242,581 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $405,589 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,653 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,653 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,653 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,180 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $4,180 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $2,473 | 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 | 4122342531 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 | RICHARD B WYATT | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4545 CAMPBELLS RUN ROAD | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | 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 | $2,321,976 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $39,611 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,361,587 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,361,587 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $35,424 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,326,163 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $116,308 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $116,308 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,653 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,653 | TotalTaxAmt |
| Distributable Before Adj | $109,655 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $109,655 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $109,655 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $93,119 | 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 | $93,119 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $109,655 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $89,826 | 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 | $93,119 | QualifyingDistributionsAmt |
| Applied To Year1 | $89,826 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,293 | 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 | $106,362 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| HARLEM CHILDREN'S ZONE INC | |||||||
| 35 EAST 125TH STREET | NEW YORK | NY | 10035 | NONE | PC | GENERAL OPERATING | $10,000 |
| PITTSBURGH URBAN CHRISTIAN SCHOOL | |||||||
| 809 CENTER ST | PITTSBURGH | PA | 15221 | NONE | PC | GENERAL OPERATING | $2,500 |
| ST CLAIR HOSPITAL FOUNDATION | |||||||
| 1000 BOWER HILL ROAD | PITTSBURGH | PA | 15243 | NONE | PC | GENERAL OPERATING | $17,326 |
| HORSES WITH HOPE | |||||||
| 1054 VAL ST | BETHEL PARK | PA | 15102 | NONE | PC | GENERAL OPERATING | $2,500 |
| CULTURETRUST GREATER PHILADELPHIA | |||||||
| 1315 WALNUT ST STE 320 | PHILADELPHIA | PA | 19107 | NONE | PC | GENERAL OPERATING | $10,000 |
| VANDERBILT UNIVERSITY | |||||||
| 2301 VANDERBILT PL PMB 406310 | NASHVILLE | TN | 37240 | NONE | PC | GENERAL OPERATING | $10,000 |
| BIRD LAB INC | |||||||
| 270 38TH STREET | PITTSBURGH | PA | 15201 | NONE | PC | GENERAL OPERATING | $25,000 |
| SAINT JOHNS HEALTH CENTER FOUNDATION | |||||||
| 2121 SANTA MONICA BLVD | SANTA MONICA | CA | 90404 | NONE | PC | GENERAL OPERATING | $2,500 |
| COMMUNITY PRESBYTERIAN CHURCH | |||||||
| 7501 CHURCH AVE | PITTSBURGH | PA | 15202 | NONE | PC | GENERAL OPERATING | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $89,826 | 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 | $78,639 | 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 | $405,589 | 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 | $484,228 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $484,228 | 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 (24 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 05569M814 BNY MELLON INTERMEDI | |||
| 05569M509 BNY MELLON MID CAP S | |||
| 05569M301 BNY MELLON INCOME ST | |||
| 233203421 DFA EMERG MKTS CORE | |||
| 05569M830 BNY MELLON BOND FUND | AT COST | $562,351 | $542,139 |
| 05588D753 BNY MELLON INTL EQTY | |||
| 05588E850 BNY MELLON HIGH YIEL | AT COST | $11,706 | $12,198 |
| 05589K400 BNYM FLTNG RT INC-Y | AT COST | $12,225 | $12,131 |
| 05587K857 BNYM INTL STCK-Y | AT COST | $45,650 | $81,922 |
| 05588F501 BNYM LARGE CAP GROWT | |||
| 31618H283 FIDELITY ADV INTL SM | AT COST | $33,788 | $40,950 |
| 464287457 ISHARES 1-3 YEAR TRE | AT COST | $16,600 | $16,782 |
| 464287804 ISHARES TR S & P SMA | |||
| 05588F709 BNY MELLON DEVELOPED | AT COST | $23,629 | $24,715 |
| 46432F842 ISHARES CORE MSCI EA | AT COST | $58,233 | $67,963 |
| 64122Q705 NEUBERGER BERMAN INT | AT COST | $43,688 | $51,549 |
| 87234N765 TCW EMERGING MARKETS | AT COST | $47,481 | $48,541 |
| 00771X419 G Q G PART EMERG MKT | AT COST | $55,595 | $57,492 |
| 14064D774 FULLTHALER BEH S/C G | AT COST | $45,390 | $52,708 |
| 14949P208 CAUSEWAY INTL VALUE | AT COST | $81,206 | $81,759 |
| 464287200 ISHARES CORE S&P 500 | AT COST | $1,080,348 | $1,097,634 |
| 46434G103 ISHARES CORE MSCI EM | AT COST | $57,946 | $57,907 |
| 47803W703 J H III DISC MID CAP | AT COST | $118,816 | $119,958 |
| 74256W584 PRINCIPAL MIDCAP FUN | AT COST | $120,848 | $118,635 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| MUTUAL FUND ADJ | $388 |
| ROUNDING | $2 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $8,233 | Amt |
| Net Investment Income | $4,940 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,293 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $328 | $328 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $1,970 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $4,180 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $329 | $329 | $0 |