JOSEPH B M N TW R ALBRIGHT: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- JOSEPH B M N TW R ALBRIGHT (EIN 23-6273240)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-06
- IRS object ID
- 202621269349101732
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-06T14:01:38-05:00 | 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 | 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 | 236273240 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSEPH B M N TW R ALBRIGHT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOSE | BusinessNameControlTxt |
| Phone | 8888055689 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 185 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152300185 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL STAGIS | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 8888055689 | PhoneNum |
| Signature | 2026-03-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL WALTMAN | PreparerPersonNm |
| PTIN | P01233408 | PTIN |
| Phone | 4123556000 | PhoneNum |
| Preparation | 2026-03-25 | 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 | $95,551 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $2,231 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,208 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,465 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $36,690 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,465 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $4,696 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,673 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,552 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $926 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $621 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $62 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $35 | 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 | $1,614 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $961 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $621 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,796 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,796 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,410 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $961 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,417 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$714 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,712 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,702 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,912 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,912 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $76,914 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $75,972 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $90,639 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $81,616 | TotalAssetsBOYAmt |
| Total Assets EOY | $80,884 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $95,551 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $81,616 | CapitalStockBOYAmt |
| Capital Stock EOY | $80,884 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $81,616 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $80,884 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $81,616 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $80,884 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $81,616 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$714 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $80,902 | SubtotalAmt |
| Other Decreases | $18 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $80,884 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (114 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 130.391 CHAMPLAIN MID CAP FUND-INS | 2024-06-24 | 2025-01-24 | $3,228 | $3,172 | $56 | $56 | |
| 18.401 CHAMPLAIN MID CAP FUND-INS | 2024-12-18 | 2025-01-24 | $456 | $445 | $11 | $11 | |
| 1. ISHARES CORE S&P SMALL-CAP ETF | 2024-12-23 | 2025-01-24 | $119 | $116 | $3 | $3 | |
| 9. ISHARES CORE S&P SMALL-CAP ETF | 2023-03-06 | 2025-01-24 | $1,071 | $916 | $155 | $155 | |
| 4.699 NEUBERGER BERMAN INTRINSIC VALUE-IS | 2024-06-24 | 2025-01-24 | $106 | $95 | $11 | $11 | |
| 11.396 NEUBERGER BERMAN INTRINSIC VALUE-IS | 2024-12-16 | 2025-01-24 | $257 | $248 | $9 | $9 | |
| 20.477 ALLSPRING GLO LNG/SHRT EQ-Y | 2025-02-21 | 2025-02-27 | $226 | $226 | |||
| 165.945 ALLSPRING GLO LNG/SHRT EQ-Y | 2023-03-07 | 2025-02-27 | $1,835 | $1,874 | -$39 | -$39 | |
| 19.739 NEUBERGER BERMAN LONG SH-INS | 2021-11-04 | 2025-02-27 | $377 | $358 | $19 | $19 | |
| 2.644 G Q G PART EMERG MKTS EQ-INST | 2024-04-16 | 2025-04-14 | $42 | $46 | -$4 | -$4 | |
| 29.209 BNY MELLON BOND FUND-M | 2021-11-04 | 2025-04-14 | $317 | $379 | -$62 | -$62 | |
| 6.54866 BNYM INTL STCK-Y | 2024-06-24 | 2025-04-14 | $143 | $163 | -$20 | -$20 | |
| .80234 BNYM INTL STCK-Y | 2024-06-24 | 2025-04-14 | $17 | $20 | -$3 | -$3 | |
| .614 BNY MELLON DEVELOPED MARKETS REAL | 2021-11-04 | 2025-04-14 | $5 | $7 | -$2 | -$2 | |
| 83.396 BNYM YLD ENHAN STRAT-Y | 2017-02-24 | 2025-04-14 | $912 | $1,027 | -$115 | -$115 | |
| 4.2 FIDELITY ADV INTL SM CAP-Z | 2021-11-04 | 2025-04-14 | $135 | $150 | -$15 | -$15 | |
| 7.768 GATEWAY TR | 2025-02-27 | 2025-04-14 | $345 | $359 | -$14 | -$14 | |
| 3.255 GATEWAY TR | 2021-11-04 | 2025-04-14 | $145 | $132 | $13 | $13 | |
| 3.672 GOLDMAN SACHS ABS RETURN TR FUND - I | 2024-01-09 | 2025-04-14 | $36 | $34 | $2 | $2 | |
| 1. ISHARES CORE MSCI EAFE ETF | 2024-12-23 | 2025-04-14 | $74 | $70 | $4 | $4 | |
| 5. ISHARES CORE MSCI EAFE ETF | 2023-03-06 | 2025-04-14 | $371 | $332 | $39 | $39 | |
| 12.519 NEUBERGER BERMAN LONG SH-INS | 2021-11-04 | 2025-04-14 | $233 | $227 | $6 | $6 | |
| 149.746 BOSTON P LNG/SHRT RES-INS | 2025-02-27 | 2025-04-14 | $2,005 | $2,072 | -$67 | -$67 | |
| .889 G Q G PART EMERG MKTS EQ-INST | 2024-04-16 | 2025-07-14 | $15 | $15 | |||
| 47.279 BNYM INTL STCK-Y | 2024-06-06 | 2025-07-14 | $1,126 | $1,177 | -$51 | -$51 | |
| .766 BNY MELLON DEVELOPED MARKETS REAL | 2021-11-04 | 2025-07-14 | $7 | $8 | -$1 | -$1 | |
| 1.262 BNYM YLD ENHAN STRAT-Y | 2024-11-15 | 2025-07-14 | $14 | $14 | |||
| 297.298 BNYM YLD ENHAN STRAT-Y | 2017-02-24 | 2025-07-14 | $3,315 | $3,586 | -$271 | -$271 | |
| 3.285 FULLTHALER BEH S/C GRW-R6 | 2025-01-24 | 2025-07-14 | $149 | $172 | -$23 | -$23 | |
| 2.22 FIDELITY ADV INTL SM CAP-Z | 2021-11-04 | 2025-07-14 | $81 | $79 | $2 | $2 | |
| .017 GATEWAY TR | 2021-11-04 | 2025-07-14 | $1 | $1 | |||
| 4. ISHARES CORE S&P 500 ETF | 2024-12-23 | 2025-07-14 | $2,509 | $2,391 | $118 | $118 | |
| 4. ISHARES CORE S&P MID-CAP ETF | 2024-12-23 | 2025-07-14 | $254 | $250 | $4 | $4 | |
| 65. ISHARES CORE S&P MID-CAP ETF | 2025-01-24 | 2025-07-14 | $4,129 | $4,150 | -$21 | -$21 | |
| 53. ISHARES CORE S&P MID-CAP ETF | 2022-08-01 | 2025-07-14 | $3,367 | $2,659 | $708 | $708 | |
| 19. ISHARES CORE MSCI EAFE ETF | 2023-03-06 | 2025-07-14 | $1,577 | $1,260 | $317 | $317 | |
| 3. ISHARES MSCI EMERGING MARKETS EX | 2023-05-11 | 2025-07-14 | $189 | $150 | $39 | $39 | |
| 7.973 NEUBERGER BERMAN INTRINSIC VALUE-IS | 2024-06-24 | 2025-07-14 | $170 | $162 | $8 | $8 | |
| .331 FULLTHALER BEH S/C GRW-R6 | 2025-01-24 | 2025-08-19 | $16 | $17 | -$1 | -$1 | |
| 24. ISHARES 1-3 YEAR TREASURY BOND ETF | 2025-04-14 | 2025-08-19 | $1,984 | $1,983 | $1 | $1 | |
| .868 TCW EMERGING MARKETS INCOME FUND-I | 2025-07-14 | 2025-08-19 | $6 | $6 | |||
| 28. ISHARES MSCI EMERGING MARKETS EX | 2023-05-11 | 2025-09-05 | $1,797 | $1,398 | $399 | $399 | |
| 5.833 G Q G PART EMERG MKTS EQ-INST | 2024-04-16 | 2025-11-20 | $105 | $101 | $4 | $4 | |
| 29.361 BNY MELLON BOND FUND-M | 2021-11-04 | 2025-11-20 | $327 | $381 | -$54 | -$54 | |
| 2.02 BNY MELLON DEVELOPED MARKETS REAL | 2021-11-04 | 2025-11-20 | $17 | $22 | -$5 | -$5 | |
| 2.216 FULLTHALER BEH S/C GRW-R6 | 2025-01-24 | 2025-11-20 | $111 | $116 | -$5 | -$5 | |
| 1.597 CAUSEWAY INTL VALUE FD INST | 2025-07-14 | 2025-11-20 | $37 | $36 | $1 | $1 | |
| .48 GATEWAY TR | 2025-08-19 | 2025-11-20 | $24 | $23 | $1 | $1 | |
| .443 GATEWAY TR | 2021-11-04 | 2025-11-20 | $22 | $18 | $4 | $4 | |
| 3.52 GOLDMAN SACHS ABS RETURN TR FUND - I | 2025-07-14 | 2025-11-20 | $38 | $37 | $1 | $1 | |
| .368 GOLDMAN SACHS ABS RETURN TR FUND - I | 2024-01-09 | 2025-11-20 | $4 | $3 | $1 | $1 | |
| 1. ISHARES CORE S&P 500 ETF | 2025-04-14 | 2025-11-20 | $656 | $542 | $114 | $114 | |
| 7. ISHARES 1-3 YEAR TREASURY BOND ETF | 2025-07-14 | 2025-11-20 | $580 | $577 | $3 | $3 | |
| 4. ISHARES 1-3 YEAR TREASURY BOND ETF | 2024-04-15 | 2025-11-20 | $332 | $325 | $7 | $7 | |
| .788 NEUBERGER BERMAN INTRINSIC VALUE-IS | 2025-08-19 | 2025-11-20 | $18 | $17 | $1 | $1 | |
| 4.046 NEUBERGER BERMAN INTRINSIC VALUE-IS | 2024-06-24 | 2025-11-20 | $93 | $82 | $11 | $11 | |
| .974 NEUBERGER BERMAN LONG SH-INS | 2025-08-19 | 2025-11-20 | $19 | $19 | |||
| CAPITAL GAIN DIVIDENDS | $1,163 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,163 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,163 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,163 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,163 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,163 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,163 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,163 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,163 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,163 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,163 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,163 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,163 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,163 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,163 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,163 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,163 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,163 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,163 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,163 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,163 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,163 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,163 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,163 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,163 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,163 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,163 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,163 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,163 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,163 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,163 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,163 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,163 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,163 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,163 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,163 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,163 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,163 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,163 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,163 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,163 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,163 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,163 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,163 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,163 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,163 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,163 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,163 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,163 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,163 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,163 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,163 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,163 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,163 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,163 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,163 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,163 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,465 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $52 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $52 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $52 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $36 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $36 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $16 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BNY MELLON NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8888055689 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 185 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152300185 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BNY MELLON N A | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 185 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152300185 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $1,552 | 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 | $88,061 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,897 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $91,958 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $91,958 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,379 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $90,579 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,529 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,529 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $52 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $52 | TotalTaxAmt |
| Distributable Before Adj | $4,477 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,477 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,477 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,417 | 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 | $4,417 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,477 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $660 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $482 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $989 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $116 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,247 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,417 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,417 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $60 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $60 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,187 | 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 | $600 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,587 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $482 | ExcessFromYear4Amt |
| Excess From Year3 | $989 | ExcessFromYear3Amt |
| Excess From Year2 | $116 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| YORK HEALTH FDN | |||||||
| 2500 S GEORGE STREET | YORK | PA | 17403 | NONE | PC | GENERAL OPERATING | $2,544 |
| YORK BENEVOLENT ASSOCIATION | |||||||
| P O BOX 5041 | YORK | PA | 17405 | NONE | PC | GENERAL OPERATING | $1,252 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,796 | 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 | $2,231 | 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 | $2,465 | 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 | $4,696 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,696 | 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 (27 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 05569M830 BNY MELLON BOND FUND | AT COST | $19,989 | $18,558 |
| 05588L888 BNYM YLD ENHAN STRAT | |||
| 38145N220 GOLDMAN SACHS ABS RE | AT COST | $1,589 | $1,812 |
| 31618H283 FIDELITY ADV INTL SM | AT COST | $1,201 | $1,320 |
| 05588F709 BNY MELLON DEVELOPED | AT COST | $1,016 | $872 |
| 367829884 GATEWAY TR | AT COST | $1,492 | $2,054 |
| 64128R608 NEUBERGER BERMAN LON | AT COST | $2,029 | $2,356 |
| 464287507 ISHARES TR S&P MIDCA | |||
| 464287804 ISHARES TR S & P SMA | |||
| 01988X408 ALLSPRING GLO LNG/SH | |||
| 464287200 ISHARES CORE S&P 500 | AT COST | $21,141 | $35,617 |
| 46432F842 ISHARES CORE MSCI EA | AT COST | $1,658 | $2,237 |
| 46434G764 ISHARES MSCI EMERGIN | |||
| 00766Y513 CHAMPLAIN MID CAP FU | |||
| 00771X419 G Q G PART EMERG MKT | AT COST | $1,790 | $1,848 |
| 05587K857 BNYM INTL STCK-Y | AT COST | $3,032 | $2,698 |
| 464287457 ISHARES 1-3 YEAR TRE | AT COST | $487 | $497 |
| 64122Q705 NEUBERGER BERMAN INT | AT COST | $1,414 | $1,722 |
| 05588E850 BNY MELLON HIGH YIEL | AT COST | $452 | $453 |
| 05589K400 BNYM FLTNG RT INC-Y | AT COST | $456 | $444 |
| 14064D774 FULLTHALER BEH S/C G | AT COST | $1,527 | $1,689 |
| 14949P208 CAUSEWAY INTL VALUE | AT COST | $2,690 | $2,791 |
| 46434G103 ISHARES CORE MSCI EM | AT COST | $1,755 | $1,882 |
| 46641Q332 JPMORGAN EQUITY PREM | AT COST | $2,193 | $2,290 |
| 47803W703 J H III DISC MID CAP | AT COST | $4,086 | $3,861 |
| 74256W584 PRINCIPAL MIDCAP FUN | AT COST | $4,230 | $3,851 |
| 87234N765 TCW EMERGING MARKETS | AT COST | $1,745 | $1,787 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MUTUAL FUND TIMING ADJ | Desc |
| Amt | $18 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $22 | $22 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $27 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $13 | $13 | $0 |