ROBERT E L GUYO FAM TR: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT E L GUYO FAM TR (EIN 93-6528542)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-08
- IRS object ID
- 202611289349102341
- 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
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-08T15:01:42-05:00 | 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 | 936528542 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT E L GUYO FAMILY TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 4128075594 | 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 | 4128075594 | PhoneNum |
| Signature | 2026-04-13 | 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 | 2026-04-13 | 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) |
|---|---|---|
| Application Pending | Yes (X) | ApplicationPendingInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $496,795 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $672 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $11,840 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,794 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $166,329 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $515,950 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $166,329 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $178,841 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $178,123 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $6,562 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $5,250 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,312 | 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 | $1,028 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,028 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,370 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $204 | 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 | $10,960 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,454 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,340 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $20,950 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $20,950 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $31,910 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,454 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $23,290 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $146,931 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $172,669 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $19,217 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $14,644 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $14,644 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $266,869 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $431,067 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $482,151 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $286,086 | TotalAssetsBOYAmt |
| Total Assets EOY | $445,711 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $496,795 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $286,086 | CapitalStockBOYAmt |
| Capital Stock EOY | $445,711 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $286,086 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $445,711 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $286,086 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $445,711 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $286,086 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $146,931 | ExcessRevenueOverExpensesAmt |
| Other Increases | $12,889 | OtherIncreasesAmt |
| Subtotal | $445,906 | SubtotalAmt |
| Other Decreases | $195 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $445,711 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (46 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 1353.625 ARTISAN INTERNATIONAL | 2003-03-12 | 2025-04-24 | $41,462 | $23,135 | $18,327 | $18,327 | |
| 2027.065 BAIRD AGGREGATE BOND FUND | 2008-07-28 | 2025-04-24 | $19,804 | $20,493 | -$689 | -$689 | |
| 420.237 BARON SMALL CAP FUND | 2003-03-12 | 2025-04-24 | $12,309 | $7,758 | $4,551 | $4,551 | |
| 14849.193 FEDERATED STRAT VAL DVD-R6 | 2013-02-19 | 2025-04-24 | $89,689 | $77,364 | $12,325 | $12,325 | |
| 170. ISHARES IBOXX $ INVESTMENT | 2014-06-11 | 2025-04-24 | $18,203 | $20,606 | -$2,403 | -$2,403 | |
| 246. ISHARES RUSSELL MID-CAP | 2014-04-17 | 2025-04-24 | $20,374 | $9,374 | $11,000 | $11,000 | |
| 57. ISHARES U S TREASURY BOND | 2024-05-08 | 2025-04-24 | $1,300 | $1,275 | $25 | $25 | |
| 365. ISHARES CORE MSCI EAFE ETF | 2018-11-01 | 2025-04-24 | $28,230 | $21,666 | $6,564 | $6,564 | |
| 1312.108 T ROWE PR GROWTH STOCK-I | 2003-03-12 | 2025-04-24 | $125,188 | $22,500 | $102,688 | $102,688 | |
| 1873.767 BLACKROCK TOTAL RETURN-I | 2024-08-27 | 2025-08-26 | $18,644 | $19,000 | -$356 | -$356 | |
| 744.372 BLACKROCK TOTAL RETURN-I | 2025-04-24 | 2025-08-26 | $7,407 | $7,273 | $134 | $134 | |
| 1448.623 DOUBLELINE TOTAL RETURN BOND | 2025-04-24 | 2025-08-26 | $12,878 | $12,733 | $145 | $145 | |
| 14. ISHARES CORE S&P 500 | 2025-04-24 | 2025-08-26 | $9,041 | $7,624 | $1,417 | $1,417 | |
| 626.814 MFS EMERGING MKTS DEBT FD-R6 | 2025-04-24 | 2025-08-26 | $7,747 | $7,428 | $319 | $319 | |
| 2019.021 PGIM HIGH YIELD FUND | 2025-04-24 | 2025-08-26 | $9,873 | $9,550 | $323 | $323 | |
| 1737.938 ALLSPRING CORE BOND FUND | 2025-04-24 | 2025-08-26 | $19,308 | $19,100 | $208 | $208 | |
| 2. WISDOMTREE U.S. QUALITY DIVI | 2025-04-24 | 2025-08-26 | $174 | $153 | $21 | $21 | |
| 534.226 LONGLEAF PARTNERS FDS TR | 2025-04-24 | 2025-09-03 | $9,600 | $8,489 | $1,111 | $1,111 | |
| 104. AVANTIS US LARGE CAP VALUE | 2025-04-24 | 2025-09-23 | $7,547 | $6,437 | $1,110 | $1,110 | |
| 863.391 SEAFARER OVERSEAS GROWTH & | 2025-04-24 | 2025-09-23 | $12,407 | $10,611 | $1,796 | $1,796 | |
| 321.571 WCM FOCUSED INTL GROWTH-INS | 2025-04-24 | 2025-09-23 | $8,859 | $7,589 | $1,270 | $1,270 | |
| 365. ISHARES MSCI INTL QUALITY | 2025-04-24 | 2025-09-23 | $16,123 | $14,843 | $1,280 | $1,280 | |
| 191. WISDOMTREE U.S. QUALITY DIVI | 2025-04-24 | 2025-09-23 | $17,088 | $14,620 | $2,468 | $2,468 | |
| CAPITAL GAIN DIVIDENDS | $2,695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,695 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,695 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $166,329 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,400 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,400 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,400 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,077 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $3,077 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $677 | OverpaymentAmt |
| Applied To ES Tax | $677 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PNC BANK NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4128075594 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 FIRST AVE P7-PFSC-03-Z | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PNC BANK N A | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 FIRST AVE P7-PFSC-03-Z | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $6,562 | 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 | $454,258 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $16,605 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $470,863 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $470,863 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,063 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $463,800 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $23,190 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $23,190 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,400 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,400 | TotalTaxAmt |
| Distributable Before Adj | $20,790 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $12,889 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $33,679 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $33,679 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $23,290 | 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 | $23,290 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $33,679 | 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 | $9,563 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $9,563 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $23,290 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $23,290 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $9,563 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $9,563 | 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 | $826 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UPMC | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 GRANT ST STE 5809 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusCd |
| Grant Or Contribution Purpose | GENERAL SUPPORT | GrantOrContributionPurposeTxt |
| Amt | $20,950 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $20,950 | 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 | $11,840 | 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 | $166,329 | 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 | $178,169 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $178,169 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (28 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 04314H402 ARTISAN INTERNATIONA | |||
| 057071854 BAIRD AGGREGATE BOND | |||
| 068278803 BARON SMALL CAP FUND | |||
| 09252M883 BLACKROCK TOTAL RETU | |||
| 256210105 DODGE & COX INCOME F | AT COST | $39,954 | $41,173 |
| 31421N881 FEDERATED STRAT VAL | |||
| 464287242 ISHARES IBOXX $ INVE | |||
| 464287499 ISHARES RUSSELL MID- | |||
| 46429B267 ISHARES U S TREASURY | AT COST | $26,201 | $26,778 |
| 46432F842 ISHARES CORE MSCI EA | |||
| 741479406 T ROWE PR GROWTH STO | |||
| 00171A852 AMG RR SM CAP VAL-I | AT COST | $5,306 | $5,291 |
| 00770X675 PZENA EMERG MKTS VAL | AT COST | $10,300 | $12,296 |
| 025072349 AVANTIS US LARGE CAP | AT COST | $7,303 | $8,941 |
| 02631W607 AMER FND MULTI-SEC I | AT COST | $21,400 | $21,400 |
| 092528603 ISHARES FLEXIBLE INC | AT COST | $14,965 | $14,881 |
| 25434V807 DIMENSIONAL INTERNAT | AT COST | $20,352 | $23,752 |
| 37954Y632 GLOBAL X ART INTEL & | AT COST | $21,955 | $22,480 |
| 411512460 HARBOR MID CAP VALUE | AT COST | $5,306 | $6,027 |
| 46138E800 INVESCO CHINA TECHNO | AT COST | $11,961 | $10,972 |
| 461418444 WCM FOCUSED INTL GRO | AT COST | $9,389 | $9,898 |
| 464287200 ISHARES CORE S&P 500 | AT COST | $149,762 | $188,359 |
| 46435G326 ISHARES CORE MSCI DE | AT COST | $18,023 | $20,043 |
| 52107V229 LAZARD INTL QLTY GRW | AT COST | $10,984 | $10,371 |
| 589619824 MERIDIAN SMALL CAP G | AT COST | $5,306 | $5,707 |
| 74256W584 PRINCIPAL MIDCAP FUN | AT COST | $7,882 | $7,665 |
| 74440B884 PRUDENTIAL TOTAL RET | AT COST | $33,869 | $34,143 |
| 89154M702 TOUCHSTONE SANDS EM | AT COST | $10,849 | $11,974 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES - PRINCIPAL (ALLOCA | CategoryTxt |
| Legal Fees | $1,028 | LegalFeesAmt |
| Disbursements Charitable Prps | $1,028 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| MUTUAL FUND TIMING ADJ | $191 |
| PY RETURN OF CAPITAL ADJUSTMENT | $2 |
| ROUNDING | $2 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RECOVERY OF GRANTS PAID | Desc |
| Amt | $12,889 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $132 | $132 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $89 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $3,077 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $72 | $72 | $0 |