JOYCE M EULER CHARITABLE TUW: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- JOYCE M EULER CHARITABLE TUW (EIN 35-7447381)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-08
- IRS object ID
- 202601289349104320
- 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
- Schedule B
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-08T17:01:40-05:00 | 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 STREET 45TH FLOOR | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 357447381 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOYCE M EULER CHARITABLE TUW | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EULE | BusinessNameControlTxt |
| Phone | 4122583051 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 FIRST AVE P7-PFSC-03-Z | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PNC BANK N A | PersonNm |
| Person Title | TAX MANAGER | PersonTitleTxt |
| Phone | 4122583051 | PhoneNum |
| Signature | 2026-04-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAWRENCE MCGUIRE | PreparerPersonNm |
| PTIN | P01233953 | PTIN |
| Phone | 4123556000 | PhoneNum |
| Preparation | 2026-04-21 | 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 | $1,099,155 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $7,510 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $30,674 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $30,574 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $36,909 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $467,314 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $36,909 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $75,093 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $67,483 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $15,687 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $12,550 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $3,137 | 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 Rev And Expnss | $4,416 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $4,416 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,202 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $460 | 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 | $21,305 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,010 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,553 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $150,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $150,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $171,305 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,010 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $157,553 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$96,212 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $54,473 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $396,638 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $42,444 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $42,444 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $714,265 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $972,540 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,056,711 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,110,903 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,014,984 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,099,155 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,110,903 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,014,984 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,110,903 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,014,984 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,110,903 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,014,984 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,110,903 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$96,212 | ExcessRevenueOverExpensesAmt |
| Other Increases | $295 | OtherIncreasesAmt |
| Subtotal | $1,014,986 | SubtotalAmt |
| Other Decreases | $2 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,014,984 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (100 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 266.655 AMG RR SM CAP VAL-I | 2024-12-30 | 2025-03-11 | $4,090 | $4,313 | -$223 | -$223 | |
| 121.89 PZENA EMERG MKTS VALUE-INST | 2024-12-30 | 2025-03-11 | $1,544 | $1,447 | $97 | $97 | |
| 693.396 ARTISAN INTL SM/MID-INST | 2024-12-30 | 2025-03-11 | $12,121 | $12,050 | $71 | $71 | |
| 47.722 BAIRD MIDCAP INST | 2024-12-30 | 2025-03-11 | $1,017 | $1,126 | -$109 | -$109 | |
| 142.301 BLACKROCK TOTAL RETURN-I | 2024-12-30 | 2025-03-11 | $1,403 | $1,386 | $17 | $17 | |
| 58. DIMENSIONAL INTERNATIONAL VA | 2025-01-02 | 2025-03-11 | $2,269 | $2,061 | $208 | $208 | |
| 173.064 DODGE & COX INCOME FUND | 2024-12-30 | 2025-03-11 | $2,194 | $2,144 | $50 | $50 | |
| 100.343 DOUBLELINE TOTAL RETURN BOND | 2024-12-30 | 2025-03-11 | $888 | $875 | $13 | $13 | |
| 72.843 SEAFARER OVERSEAS GROWTH & | 2025-01-02 | 2025-03-11 | $870 | $846 | $24 | $24 | |
| 89.412 HARBOR MID CAP VALUE | 2025-01-02 | 2025-03-11 | $2,232 | $2,294 | -$62 | -$62 | |
| 678.661 OAKMARK INTL SM CAP-R6 | 2024-12-30 | 2025-03-11 | $13,342 | $12,050 | $1,292 | $1,292 | |
| 94.296 WCM FOCUSED INTL GROWTH-INS | 2024-12-30 | 2025-03-11 | $2,167 | $2,056 | $111 | $111 | |
| 50. ISHARES U S TREASURY BOND | 2025-01-02 | 2025-03-11 | $1,145 | $1,126 | $19 | $19 | |
| 72. ISHARES MSCI INTL QUALITY | 2025-01-02 | 2025-03-11 | $2,883 | $2,680 | $203 | $203 | |
| 50.136 LONGLEAF PARTNERS FDS TR | 2024-12-30 | 2025-03-11 | $778 | $753 | $25 | $25 | |
| 25.657 MFS EMERGING MKTS DEBT FD-R6 | 2025-01-02 | 2025-03-11 | $310 | $307 | $3 | $3 | |
| 256.975 MERIDIAN SMALL CAP GROW-INSTL | 2024-12-30 | 2025-03-11 | $3,135 | $3,492 | -$357 | -$357 | |
| 68.843 PGIM HIGH YIELD FUND | 2025-01-02 | 2025-03-11 | $330 | $328 | $2 | $2 | |
| 19.241 TOUCHSTONE SANDS EM GR-R6 | 2025-01-02 | 2025-03-11 | $283 | $280 | $3 | $3 | |
| 348.103 TOUCHSTONE MID CAP-R6 | 2024-12-30 | 2025-03-11 | $18,234 | $19,285 | -$1,051 | -$1,051 | |
| 98.77 ALLSPRING CORE BOND FUND | 2024-12-30 | 2025-03-11 | $1,091 | $1,078 | $13 | $13 | |
| 72.064 PZENA EMERG MKTS VALUE-INST | 2024-12-30 | 2025-08-19 | $1,046 | $855 | $191 | $191 | |
| 669.443 BAIRD MIDCAP INST | 2024-12-30 | 2025-08-19 | $15,424 | $15,777 | -$353 | -$353 | |
| 28. DIMENSIONAL INTERNATIONAL VA | 2025-01-02 | 2025-08-19 | $1,270 | $995 | $275 | $275 | |
| 116.375 SEAFARER OVERSEAS GROWTH & | 2025-01-02 | 2025-08-19 | $1,599 | $1,352 | $247 | $247 | |
| 94.852 HARBOR MID CAP VALUE | 2024-12-30 | 2025-08-19 | $2,628 | $2,433 | $195 | $195 | |
| 119.848 WCM FOCUSED INTL GROWTH-INS | 2024-12-30 | 2025-08-19 | $3,176 | $2,613 | $563 | $563 | |
| 31. ISHARES CORE S&P 500 | 2024-12-30 | 2025-08-19 | $19,913 | $18,324 | $1,589 | $1,589 | |
| 15. ISHARES CORE MSCI DEV MKTS | 2025-03-11 | 2025-08-19 | $1,176 | $1,034 | $142 | $142 | |
| 73.588 LONGLEAF PARTNERS FDS TR | 2024-12-30 | 2025-08-19 | $1,327 | $1,105 | $222 | $222 | |
| 54.511 TOUCHSTONE SANDS EM GR-R6 | 2025-01-02 | 2025-08-19 | $891 | $793 | $98 | $98 | |
| 5804.597 BLACKROCK TOTAL RETURN-I | 2024-12-30 | 2025-08-26 | $57,756 | $56,522 | $1,234 | $1,234 | |
| 498.61 BLACKROCK TOTAL RETURN-I | 2025-08-19 | 2025-08-26 | $4,961 | $4,941 | $20 | $20 | |
| 3235.671 DOUBLELINE TOTAL RETURN BOND | 2024-12-30 | 2025-08-26 | $28,765 | $28,181 | $584 | $584 | |
| 297.446 DOUBLELINE TOTAL RETURN BOND | 2025-08-19 | 2025-08-26 | $2,644 | $2,632 | $12 | $12 | |
| 1386.322 MFS EMERGING MKTS DEBT FD-R6 | 2024-12-30 | 2025-08-26 | $17,135 | $16,580 | $555 | $555 | |
| 83.87 MFS EMERGING MKTS DEBT FD-R6 | 2025-08-19 | 2025-08-26 | $1,037 | $1,039 | -$2 | -$2 | |
| 4480.123 PGIM HIGH YIELD FUND | 2024-12-30 | 2025-08-26 | $21,908 | $21,370 | $538 | $538 | |
| 334.483 PGIM HIGH YIELD FUND | 2025-08-19 | 2025-08-26 | $1,636 | $1,629 | $7 | $7 | |
| 3886.274 ALLSPRING CORE BOND FUND | 2024-12-30 | 2025-08-26 | $43,177 | $42,379 | $798 | $798 | |
| 341.482 ALLSPRING CORE BOND FUND | 2025-08-19 | 2025-08-26 | $3,794 | $3,784 | $10 | $10 | |
| 1158.245 LONGLEAF PARTNERS FDS TR | 2024-12-30 | 2025-09-03 | $20,814 | $17,381 | $3,433 | $3,433 | |
| 217. AVANTIS US LARGE CAP VALUE | 2025-03-11 | 2025-09-23 | $15,747 | $14,030 | $1,717 | $1,717 | |
| 2. AVANTIS US LARGE CAP VALUE | 2025-08-19 | 2025-09-23 | $145 | $141 | $4 | $4 | |
| 1885.612 SEAFARER OVERSEAS GROWTH & | 2024-12-30 | 2025-09-23 | $27,096 | $21,895 | $5,201 | $5,201 | |
| 686.433 WCM FOCUSED INTL GROWTH-INS | 2024-12-30 | 2025-09-23 | $18,911 | $14,964 | $3,947 | $3,947 | |
| 20.347 WCM FOCUSED INTL GROWTH-INS | 2025-08-26 | 2025-09-23 | $561 | $540 | $21 | $21 | |
| 836. ISHARES MSCI INTL QUALITY | 2024-12-30 | 2025-09-23 | $36,929 | $31,032 | $5,897 | $5,897 | |
| 7. ISHARES MSCI INTL QUALITY | 2025-08-19 | 2025-09-23 | $309 | $302 | $7 | $7 | |
| 417. WISDOMTREE U.S. QUALITY DIVI | 2024-12-30 | 2025-09-23 | $37,306 | $33,805 | $3,501 | $3,501 | |
| CAPITAL GAIN DIVIDENDS | $5,907 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,907 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,907 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,907 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,907 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,907 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,907 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,907 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,907 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,907 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,907 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,907 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,907 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,907 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,907 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,907 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,907 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,907 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,907 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,907 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,907 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,907 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,907 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,907 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,907 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,907 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,907 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,907 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,907 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,907 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,907 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,907 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,907 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,907 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,907 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,907 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,907 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,907 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,907 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,907 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,907 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,907 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,907 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,907 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,907 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,907 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,907 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,907 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,907 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,907 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $36,909 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $757 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $757 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $757 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $728 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $728 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1 | EsPenaltyAmt |
| Tax Due | $30 | 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 | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PNC BANK NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4122583051 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 FIRST AVE P7-PFSC-03-Z | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 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 | PNC BANK N A | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 FIRST AVE P7-PFSC-03-Z | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $15,687 | 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 | $993,107 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $126,921 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,120,028 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,120,028 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,800 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,103,228 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $55,161 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $55,161 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $757 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $757 | TotalTaxAmt |
| Distributable Before Adj | $54,404 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $54,404 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $54,404 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $157,553 | 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 | $157,553 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $54,404 | 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 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,563 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,563 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $157,553 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $54,404 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $103,149 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $105,712 | 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 | $105,712 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $2,563 | ExcessFromYear1Amt |
| Excess From Current Year | $103,149 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| DOCTORS WITHOUT BORDERS USA INC | |||||||
| 40 RECTOR STREET | NEW YORK | NY | 100061705 | NONE | PC | GENERAL SUPPORT | $5,000 |
| THE SALVATION ARMY | |||||||
| 917 BRACKENRIDGE AVENUE | BRACKENRIDGE | PA | 15014 | NONE | PC | GENERAL SUPPORT | $5,000 |
| LIGHT OF LIFE RESCUE MISSION | |||||||
| 665 RIDGE AVE | PITTSBURGH | PA | 15212 | NONE | PC | GENERAL SUPPORT | $5,000 |
| GRACE UNITED METHODIST CHURCH | |||||||
| 1333 FREEPORT RD | NATRONA HEIGHTS | PA | 15065 | NONE | PC | GENERAL SUPPORT | $15,000 |
| ALGHNY VALLEY ASSOC OF CHURCHES | |||||||
| 1913 FREEPORT RD | NATRONA HEIGHTS | PA | 15065 | NONE | PC | GENERAL SUPPORT | $5,000 |
| CITIZENS VOLUNTEER HOSE CO NO 1 | |||||||
| 965 BURTNER RD | NATRONA HEIGHTS | PA | 15065 | NONE | PC | GENERAL SUPPORT | $25,000 |
| ALLEGHENYKISKI HEALTH FDN INC | |||||||
| ONE ACEE DRIVE | NATRONA HEIGHTS | PA | 150650092 | NONE | PC | GENERAL SUPPORT | $10,000 |
| JUMONVILLE | |||||||
| 887 JUMONVILLE ROAD | HOPWOOD | PA | 154452442 | NONE | PC | GENERAL SUPPORT | $5,000 |
| HILLTOP HOSE COMPANY NO 3 | |||||||
| 1437 CAMBRIDGE STREET | NATRONA HEIGHTS | PA | 15065 | NONE | PC | GENERAL SUPPORT | $25,000 |
| ALLE KISKI MEDICAL CENTER | |||||||
| 1301 CARLISLE STREET | NATRONA HEIGHTS | PA | 15065 | NONE | PC | GENERAL SUPPORT | $30,000 |
| SHRINERS HOSPITALS FOR CHILDREN | |||||||
| 2900 N ROCKY POINT DRIVE | TAMPA | FL | 33607 | NONE | PC | GENERAL SUPPORT | $5,000 |
| AMERICAN RED CROSS | |||||||
| 2801 LIBERTY AVENUE | PITTSBURGH | PA | 152224770 | NONE | PC | GENERAL SUPPORT | $5,000 |
| HARRISON TOWNSHIP | |||||||
| ONE MUNICIPAL DRIVE | NATRONA HEIGHTS | PA | 15065 | NONE | PC | GENERAL SUPPORT | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $150,000 | 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 | $30,674 | 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 | $36,909 | 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 | $67,583 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $67,583 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | JOYCE M EULER ESTATE AGENCY | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 FIRST AVENUE | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $7,510 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (42 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ISHARES US TREASURY BOND ETF | |||
| BLACKROCK TOTAL RETURN INSTIT | |||
| DODGE & COX INCOME FUND | |||
| DOUBLELINE TOTAL RETURN BOND F | |||
| MFS EMERGING MKTS DEBT FD-R6 | |||
| PGIM HIGH YIELD FUND CLASS R6 | |||
| ALLSPRING CORE BOND FUND | |||
| DIMENSIONAL INTERNATIONAL VA | |||
| ISHARES CORE S&P 500 | |||
| ISHARES MSCI INTL QUALITY FACT | |||
| WISDOMTREE U S QUALITY DIVI | |||
| AMG RR SM CAP VAL-1 | |||
| PZENA EMERG MKTS VALUE-INST | |||
| ARTISAN INTL SM/MID-INST | |||
| BAIRD MIDCAP INST | |||
| SEAFARER OVERSEAS GROWTH & INC | |||
| HARBOR MID CAP VALUE | |||
| OAKMARK INTL SM CAP-R6 | |||
| WCM FOCUSED INTL GROWTH-INS | |||
| LONGLEAF PARTNERS FDS TR INTL | |||
| MERIDIAN SMALL CAP GROW-INSTL | |||
| TOUCHSTONE SANDS EM GR-R6 | |||
| TOUCHSTONE MID CAP-R6 | |||
| 00171A852 AMG RR SM CAP VAL-I | AT COST | $12,701 | $11,882 |
| 00770X675 PZENA EMERG MKTS VAL | AT COST | $21,898 | $26,947 |
| 025072349 AVANTIS US LARGE CAP | AT COST | $16,745 | $19,624 |
| 02631W607 AMER FND MULTI-SEC I | AT COST | $46,892 | $46,892 |
| 092528603 ISHARES FLEXIBLE INC | AT COST | $32,797 | $32,612 |
| 25434V807 DIMENSIONAL INTERNAT | AT COST | $42,818 | $52,096 |
| 256210105 DODGE & COX INCOME F | AT COST | $87,765 | $90,226 |
| 37954Y632 GLOBAL X ART INTEL & | AT COST | $48,580 | $49,741 |
| 411512460 HARBOR MID CAP VALUE | AT COST | $12,104 | $12,968 |
| 46138E800 INVESCO CHINA TECHNO | AT COST | $26,190 | $24,024 |
| 461418444 WCM FOCUSED INTL GRO | AT COST | $18,996 | $21,690 |
| 464287200 ISHARES CORE S&P 500 | AT COST | $355,032 | $412,334 |
| 46429B267 ISHARES U S TREASURY | AT COST | $57,662 | $58,691 |
| 46435G326 ISHARES CORE MSCI DE | AT COST | $39,044 | $43,962 |
| 52107V229 LAZARD INTL QLTY GRW | AT COST | $24,070 | $22,726 |
| 589619824 MERIDIAN SMALL CAP G | AT COST | $13,480 | $12,417 |
| 74256W584 PRINCIPAL MIDCAP FUN | AT COST | $18,614 | $16,821 |
| 74440B884 PRUDENTIAL TOTAL RET | AT COST | $74,219 | $74,820 |
| 89154M702 TOUCHSTONE SANDS EM | AT COST | $22,933 | $26,238 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES - PRINCIPAL (ALLOCA | CategoryTxt |
| Legal Fees | $4,416 | LegalFeesAmt |
| Disbursements Charitable Prps | $4,416 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $2 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MUTUAL FUND TIMING ADJ | Desc |
| Amt | $295 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $300 | $300 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $14 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $728 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $160 | $160 | $0 |