FRANK P MCCANDLESS 998: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- FRANK P MCCANDLESS 998 (EIN 25-6033691)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-10
- IRS object ID
- 202641009349100914
- Schema version
- 2025v4.0
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-10T10:02:59-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 920460586 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PWC US TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 GRANT ST 45TH FLOOR | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 256033691 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANK P MCCANDLESS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MCCA | BusinessNameControlTxt |
| Phone | 6143319547 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1558 DEPT EA5W86 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43216 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HUNTINGTON NATIONAL BANK | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 6143319547 | PhoneNum |
| Signature | 2026-03-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAURA STROBEL | PreparerPersonNm |
| PTIN | P01271955 | PTIN |
| Phone | 4123556000 | PhoneNum |
| Preparation | 2026-03-26 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $2,272,515 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $38,364 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $38,364 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $108,193 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $401,331 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $108,193 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $68 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $68 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $146,625 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $146,625 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $27,427 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $13,714 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $13,714 | 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 |
| Accounting Fees Rev And Expnss | $1,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,232 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $291 | 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 | $32,909 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,005 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $14,964 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $93,937 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $93,937 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $126,846 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,005 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $108,901 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $19,779 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $132,620 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $28,312 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $64,546 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $64,546 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $977,034 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,010,834 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,029,548 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $222,610 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $172,931 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $178,421 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,227,956 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,248,311 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,272,515 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,227,956 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,248,311 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,227,956 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,248,311 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,227,956 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,248,311 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,227,956 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $19,779 | ExcessRevenueOverExpensesAmt |
| Other Increases | $576 | OtherIncreasesAmt |
| Subtotal | $1,248,311 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,248,311 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (82 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 338. AES CORP | 2024-07-25 | 2025-01-16 | $4,032 | $5,847 | -$1,815 | -$1,815 | |
| 6. ADOBE SYS INC W/1 RT/SH | 2024-01-29 | 2025-01-16 | $2,556 | $3,767 | -$1,211 | -$1,211 | |
| 26. ADOBE SYS INC W/1 RT/SH | 2023-03-02 | 2025-01-16 | $11,075 | $10,410 | $665 | $665 | |
| 49. APPLIED MATERIALS INC | 2024-03-04 | 2025-01-16 | $9,274 | $10,430 | -$1,156 | -$1,156 | |
| 10. APPLIED MATERIALS INC | 2024-07-25 | 2025-01-16 | $1,893 | $2,061 | -$168 | -$168 | |
| 6. CONSTELLATION BRANDS INC CL A | 2024-03-04 | 2025-01-16 | $1,115 | $1,489 | -$374 | -$374 | |
| 74. CONSTELLATION BRANDS INC CL A | 2014-03-03 | 2025-01-16 | $13,750 | $13,530 | $220 | $220 | |
| 206.17 FEDERATED HERMES INSTL TR | 2024-01-29 | 2025-01-16 | $1,835 | $1,814 | $21 | $21 | |
| 339.37 FEDERATED HERMES INSTL TR | 2024-07-25 | 2025-01-16 | $3,020 | $3,000 | $20 | $20 | |
| 967.04 FEDERATED HERMES INSTL TR | 2018-03-05 | 2025-01-16 | $8,607 | $9,500 | -$893 | -$893 | |
| 20. ILLINOIS TOOL WORKS INC COM | 2018-03-16 | 2025-01-16 | $5,097 | $3,438 | $1,659 | $1,659 | |
| 48. MICRON TECHNOLOGY INC | 2024-06-27 | 2025-01-16 | $4,952 | $6,408 | -$1,456 | -$1,456 | |
| 17. MICRON TECHNOLOGY INC | 2024-07-25 | 2025-01-16 | $1,754 | $1,855 | -$101 | -$101 | |
| 262. NVIDIA CORP | 2020-04-16 | 2025-01-16 | $35,368 | $1,931 | $33,437 | $33,437 | |
| 563.34 PIMCO FDS | 2014-05-23 | 2025-01-16 | $5,932 | $7,123 | -$1,191 | -$1,191 | |
| 60. TARGET CORP | 2024-03-04 | 2025-01-16 | $7,945 | $9,366 | -$1,421 | -$1,421 | |
| 13. TARGET CORP | 2024-07-25 | 2025-01-16 | $1,721 | $1,930 | -$209 | -$209 | |
| 25000. FRANKLIN RES INC | 2016-03-29 | 2025-03-30 | $25,000 | $24,829 | $171 | $171 | |
| 23. ANTHEM INC | 2016-03-01 | 2025-08-14 | $6,756 | $4,303 | $2,453 | $2,453 | |
| 68. CHEVRONTEXACO CORP | 2011-08-09 | 2025-08-14 | $10,508 | $7,924 | $2,584 | $2,584 | |
| 500. CHIPOTLE MEXICAN GRILL INC | 2021-03-04 | 2025-08-14 | $21,185 | $16,265 | $4,920 | $4,920 | |
| 223.08 DRIEHAUS MUT FDS | 2024-07-25 | 2025-08-14 | $5,227 | $4,874 | $353 | $353 | |
| 99. EOG RESOURCES INC | 2022-07-08 | 2025-08-14 | $11,766 | $11,288 | $478 | $478 | |
| 112. EDWARDS LIFESCIENCES CORP | 2019-01-11 | 2025-08-14 | $8,666 | $6,426 | $2,240 | $2,240 | |
| 19. HONEYWELL INTL INC COM | 2013-05-17 | 2025-08-14 | $4,147 | $1,460 | $2,687 | $2,687 | |
| 88. INVESCO EXCHANGE-TRADED FD TR | 2024-04-01 | 2025-08-14 | $11,546 | $9,993 | $1,553 | $1,553 | |
| 74. ISHARES S & P SMALLCAP 600 | 2021-08-30 | 2025-08-14 | $8,509 | $7,980 | $529 | $529 | |
| 15. LOCKHEED MARTIN (COMMON STOCK) | 2015-12-28 | 2025-08-14 | $6,606 | $3,276 | $3,330 | $3,330 | |
| 69. MCDONALDS CORP | 2017-06-21 | 2025-08-14 | $20,993 | $14,546 | $6,447 | $6,447 | |
| 70. PEPSICO INC | 2011-03-14 | 2025-08-14 | $10,402 | $6,386 | $4,016 | $4,016 | |
| 96. PROCTER & GAMBLE CO | 2020-03-04 | 2025-08-14 | $14,814 | $12,576 | $2,238 | $2,238 | |
| 137. VERIZON COMMUNICATIONS | 2024-09-11 | 2025-08-14 | $5,936 | $5,973 | -$37 | -$37 | |
| 17. VERTEX PHARMACEUTICAL INC | 2023-05-11 | 2025-08-14 | $6,645 | $6,065 | $580 | $580 | |
| 220.9 VICTORY PORTFOLIOS | 2022-02-10 | 2025-08-14 | $10,261 | $10,520 | -$259 | -$259 | |
| 85. ZOETIS INC | 2025-01-16 | 2025-08-14 | $12,963 | $14,340 | -$1,377 | -$1,377 | |
| 10. LOCKHEED MARTIN (COMMON STOCK) | 2015-12-28 | 2025-11-05 | $4,805 | $2,184 | $2,621 | $2,621 | |
| 108. NVIDIA CORP | 2020-04-16 | 2025-11-05 | $21,668 | $796 | $20,872 | $20,872 | |
| 38. SHERWIN WILLIAMS CO | 2020-10-06 | 2025-11-05 | $12,924 | $9,560 | $3,364 | $3,364 | |
| 21. SYNOPSYS INC W/1 RT/SH | 2023-06-26 | 2025-11-05 | $8,509 | $10,015 | -$1,506 | -$1,506 | |
| 30. THERMO ELECTRON CORP W/1 RT/SH | 2014-03-03 | 2025-11-05 | $16,867 | $5,907 | $10,960 | $10,960 | |
| 41. UNION PACIFIC CORP | 2011-10-05 | 2025-11-05 | $8,997 | $1,753 | $7,244 | $7,244 | |
| CAPITAL GAIN DIVIDENDS | $5,705 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,705 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,705 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,705 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,705 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,705 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,705 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,705 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,705 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,705 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,705 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,705 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,705 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,705 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,705 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,705 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,705 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,705 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,705 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,705 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,705 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,705 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,705 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,705 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,705 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,705 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,705 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,705 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,705 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,705 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,705 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,705 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,705 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,705 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,705 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,705 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,705 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,705 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,705 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,705 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,705 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $108,193 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,843 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,843 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,843 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,027 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $3,027 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,184 | OverpaymentAmt |
| Applied To ES Tax | $1,184 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUNTINGTON NATIONAL BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6143319547 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1558 DEPT EA4E86 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43216 | 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 | HUNTINGTON NATIONAL BANK | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1558 DEPT EA5W86 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43216 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $27,427 | 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 | $2,114,620 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $39,917 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,154,537 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,154,537 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $32,318 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,122,219 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $106,111 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $106,111 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,843 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,843 | TotalTaxAmt |
| Distributable Before Adj | $104,268 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $104,268 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $104,268 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $108,901 | 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 | $108,901 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $104,268 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $16,534 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $8,602 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $31,770 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $7,716 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $64,622 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $108,901 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $104,268 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,633 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $69,255 | 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 | $16,534 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $52,721 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $8,602 | ExcessFromYear4Amt |
| Excess From Year3 | $31,770 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $7,716 | ExcessFromYear1Amt |
| Excess From Current Year | $4,633 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| THE PORTIUNCULA FOUNDATION | |||||||
| 305 34TH STREET | PITTSBURGH | PA | 15209 | NONE | PC | GENERAL SUPPORT | $44,243 |
| UPMC | |||||||
| 600 GRANT ST 58TH FL USS TOWER | PITTSBURGH | PA | 152192739 | NONE | PC | GENERAL OPERATING | $49,694 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $93,937 | 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 | $38,364 | 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 | $108,193 | 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 | OTHER INCOME | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $68 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $146,625 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $146,625 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $1,250 | Amt |
| Disbursements Charitable Prps | $1,250 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (8 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 354613AK7 FRANKLIN RES INC | ||
| 30303M8G0 META PLATFORMS INC | $24,196 | $24,942 |
| 55279HAV2 MFRS & TRADERS TR CO | ||
| 756109BS2 REALTY INCOME CORP | $24,796 | $25,470 |
| 91282CHZ7 US TREASURY N/B 4.62 | $49,107 | $51,980 |
| 91324PEU2 UNITEDHEALTH GROUP I | $24,983 | $25,109 |
| 17275RBS0 CISCO SYS INC | $25,069 | $25,867 |
| 91282CKH3 US TREASURY N/B 4.5% | $24,780 | $25,053 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (99 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 21036P108 CONSTELLATION BRANDS | ||
| 31428Q739 FEDERATED TOTAL RETU | $18,779 | $17,480 |
| 02079K305 ALPHABET INC | $10,596 | $76,059 |
| 166764100 CHEVRON CORP NEW | ||
| 22160K105 COSTCO WHOLESALE COR | $5,706 | $36,218 |
| 337738108 FISERV INC | $11,356 | $8,934 |
| 023135106 AMAZON COM INC | $19,672 | $44,779 |
| 025816109 AMERICAN EXPRESS CO | $6,872 | $19,607 |
| 594918104 MICROSOFT CORP | $22,683 | $81,248 |
| 79466L302 SALESFORCE INC | $5,888 | $14,040 |
| 882508104 TEXAS INSTRS INC | $6,800 | $11,103 |
| 742718109 PROCTER & GAMBLE CO | ||
| 773903109 ROCKWELL AUTOMATION | $11,227 | $20,621 |
| 883556102 THERMO FISHER SCIENT | ||
| 291011104 EMERSON ELEC CO | $11,880 | $20,837 |
| 532457108 LILLY ELI & CO | $12,141 | $61,257 |
| 92826C839 VISA INC | $17,524 | $40,332 |
| 30303M102 FACEBOOK INC CL-A | $22,308 | $46,866 |
| 46120E602 INTUITIVE SURGICAL I | $10,093 | $32,849 |
| 46625H100 JPMORGAN CHASE & CO | $16,863 | $47,689 |
| 478160104 JOHNSON & JOHNSON | $7,111 | $12,831 |
| 65339F101 NEXTERA ENERGY INC | $6,274 | $13,487 |
| 931142103 WAL MART STORES INC | $8,965 | $26,070 |
| 032654105 ANALOG DEVICES INC | $7,484 | $28,747 |
| 00287Y109 ABBVIE INC | $3,629 | $10,054 |
| 28176E108 EDWARDS LIFESCIENCES | ||
| 438516106 HONEYWELL INTL INC | ||
| 67066G104 NVIDIA CORP | $8,299 | $205,150 |
| 67103H107 O REILLY AUTOMOTIVE | $12,490 | $50,622 |
| 75513E101 RTX CORP | $13,898 | $23,475 |
| 824348106 SHERWIN WILLIAMS CO | ||
| 91913Y100 VALERO ENERGY CORP N | $14,153 | $27,186 |
| H1467J104 CHUBB LTD | $8,944 | $22,161 |
| 31420B847 FEDERATED HERMES INS | ||
| 72201F490 PIMCO FDS | $17,484 | $16,318 |
| 907818108 UNION PAC CORP | ||
| G1151C101 ACCENTURE PLC | $4,075 | $16,635 |
| 543916688 LORD ABBETT INVT TR | $18,300 | $16,128 |
| 277902698 E V ATLANTA CAP SMID | $20,786 | $33,654 |
| 922908686 VANGUARD INDEX FDS | $13,000 | $27,133 |
| 007903107 ADVANCED MICRO DEVIC | $16,434 | $26,342 |
| 036752103 ANTHEM INC | ||
| 037833100 APPLE INC | $4,164 | $65,518 |
| 437076102 HOME DEPOT INC | $3,843 | $11,355 |
| 452308109 ILLINOIS TOOL WKS IN | ||
| 539830109 LOCKHEED MARTIN CORP | ||
| 55261F104 M&T BK CORP | $9,690 | $16,521 |
| 580135101 MCDONALDS CORP | ||
| 713448108 PEPSICO INC | ||
| 09857L108 ING HLDGS INC | $15,061 | $32,132 |
| 169656105 CHIPOTLE MEXICAN GRI | ||
| 922031737 VANGUARD FIXED INCOM | $8,541 | $7,497 |
| 464287804 ISHARES TR | ||
| 701094104 PARKER-HANNIFIN CORP | $11,409 | $30,764 |
| 592905749 METROPOLITAN WEST FD | $6,843 | $6,672 |
| 32008F200 FIRST EAGLE FDS | $84,216 | $87,917 |
| 26875P101 EOG RES INC | ||
| 543487136 LOOMIS SAYLES FDS II | $20,928 | $20,902 |
| 92646A831 VICTORY PORTFOLIOS | ||
| 81762P102 SERVICENOW INC | $10,954 | $18,383 |
| 00724F101 ADOBE SYS INC | ||
| 049560105 ATMOS ENERGY CORP | $9,633 | $14,081 |
| 084670702 BERKSHIRE HATHAWAY I | $13,145 | $18,095 |
| 101137107 BOSTON SCIENTIFIC CO | $19,132 | $30,607 |
| 30231G102 EXXON MOBIL CORP | $17,648 | $19,375 |
| 369604301 GENERAL ELEC CO | $14,111 | $44,048 |
| 64110L106 NETFLIX INC | $12,023 | $30,941 |
| 871607107 SYNOPSYS INC | ||
| 872540109 TJX COS INC NEW | $11,539 | $18,587 |
| 872590104 T-MOBILE US INC | $12,174 | $16,852 |
| 92532F100 VERTEX PHARMACEUTICA | ||
| 00130H105 AES CORP | ||
| 03027X100 AMERICAN TOWER CORP | $9,941 | $8,779 |
| 038222105 APPLIED MATLS INC | ||
| 09290D101 BLACKROCK INC NEW | $3,375 | $9,633 |
| 11135F101 BROADCOM INC | $17,513 | $46,031 |
| 22788C105 CROWDSTRIKE HLDGS IN | $7,532 | $10,313 |
| 230001752 CULLEN FDS TR | $41,676 | $47,486 |
| 262028731 DRIEHAUS SMALL CAP G | ||
| 285512109 ELECTRONIC ARTS INC | $5,898 | $8,378 |
| 40168W483 GUGGENHEIM FDS TR | $3,000 | $3,061 |
| 46137V464 INVESCO EXCHANGE-TRA | ||
| 595112103 MICRON TECHNOLOGY IN | ||
| 68389X105 ORACLE CORP | $10,733 | $14,813 |
| 697435105 PALO ALTO NETWORKS I | $18,468 | $21,367 |
| 747525103 QUALCOMM INC | $4,151 | $4,276 |
| 863667101 STRYKER CORP | $12,300 | $12,301 |
| 87612E106 TARGET CORP | ||
| 902973304 US BANCORP DEL | $7,398 | $9,178 |
| 92343V104 VERIZON COMMUNICATIO | ||
| G54950103 LINDE PLC | $12,399 | $12,365 |
| 025537101 AMERICAN ELEC PWR CO | $24,767 | $29,635 |
| 191912401 COHEN & STEERS REAL | $21,783 | $21,658 |
| 253868103 DIGITAL RLTY TR INC | $12,864 | $11,139 |
| 31609A503 FIDELITY COVINGTON T | $54,009 | $55,661 |
| 458140100 INTEL CORP | $11,811 | $21,956 |
| 56170L208 HOOD RIVER SMALL CAP | $21,011 | $22,217 |
| 69608A108 PALANTIR TECHNOLOGIE | $16,519 | $15,820 |
| 874039100 TAIWAN SEMICONDUCTOR | $16,918 | $17,322 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $68 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $68 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MUTUAL FUND TIMING ADJ | Desc |
| Amt | $576 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $151 | $151 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $914 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $3,027 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $140 | $140 | $0 |