NANCY M HOSTETTER TUW FBO LANC CO FOUND: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- NANCY M HOSTETTER TUW FBO LANC CO FOUND (EIN 23-7805000)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-08
- IRS object ID
- 202621289349102937
- 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
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-08T16:01:38-05:00 | 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 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 | 237805000 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NANCY M HOSTETTER TUW FBO LANC CO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOST | BusinessNameControlTxt |
| Phone | 4127627070 | 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 | 4127627070 | PhoneNum |
| Signature | 2026-03-30 | 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 | 2026-03-30 | 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 | $5,917,054 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $147,025 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $146,475 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $279,098 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,345,440 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $279,098 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $426,123 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $425,573 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $47,091 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $37,673 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $9,418 | 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 | $7,852 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,519 | 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 |
| Other Expenses Rev And Expnss | $134 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $134 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $55,077 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $40,326 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,418 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $240,272 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $240,272 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $295,349 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $40,326 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $249,690 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $130,774 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $385,247 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $214,891 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $125,595 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $125,595 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $4,531,956 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,753,545 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,791,459 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,746,847 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,879,140 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,917,054 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,746,847 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,879,140 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,746,847 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,879,140 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,746,847 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,879,140 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,746,847 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $130,774 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,528 | OtherIncreasesAmt |
| Subtotal | $4,879,149 | SubtotalAmt |
| Other Decreases | $9 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,879,140 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (80 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 1701.343 AMG RR SM CAP VAL-I | 2024-06-11 | 2025-03-11 | $26,099 | $26,269 | -$170 | -$170 | |
| 3586.951 ARTISAN INTL SM/MID-INST | 2024-08-20 | 2025-03-11 | $62,700 | $66,717 | -$4,017 | -$4,017 | |
| 203.862 BAIRD MIDCAP INST | 2024-06-11 | 2025-03-11 | $4,344 | $4,838 | -$494 | -$494 | |
| 256. DIMENSIONAL INTERNATIONAL VA | 2023-11-14 | 2025-03-11 | $10,015 | $8,369 | $1,646 | $1,646 | |
| 818.528 DODGE & COX INCOME FUND | 2022-07-18 | 2025-03-11 | $10,379 | $10,338 | $41 | $41 | |
| 1893.032 DOUBLELINE TOTAL RETURN BOND | 2023-05-25 | 2025-03-11 | $16,753 | $16,697 | $56 | $56 | |
| 534.23 HARBOR MID CAP VALUE | 2024-06-11 | 2025-03-11 | $13,334 | $13,489 | -$155 | -$155 | |
| 3262.149 OAKMARK INTL SM CAP-R6 | 2019-04-04 | 2025-03-11 | $64,134 | $48,724 | $15,410 | $15,410 | |
| 134. ISHARES MSCI INTL QUALITY | 2023-04-19 | 2025-03-11 | $5,366 | $4,827 | $539 | $539 | |
| 189.697 MFS EMERGING MKTS DEBT FD-R6 | 2022-07-18 | 2025-03-11 | $2,290 | $2,119 | $171 | $171 | |
| 1795.578 MERIDIAN SMALL CAP GROW-INSTL | 2024-06-11 | 2025-03-11 | $21,906 | $22,983 | -$1,077 | -$1,077 | |
| 640.837 PGIM HIGH YIELD FUND | 2021-08-24 | 2025-03-11 | $3,076 | $3,018 | $58 | $58 | |
| 1937.25 TOUCHSTONE MID CAP-R6 | 2022-07-18 | 2025-03-11 | $101,473 | $81,752 | $19,721 | $19,721 | |
| 521.037 ALLSPRING CORE BOND FUND | 2023-05-25 | 2025-03-11 | $5,757 | $5,726 | $31 | $31 | |
| 21. WISDOMTREE U.S. QUALITY DIVI | 2023-09-26 | 2025-03-11 | $1,667 | $1,337 | $330 | $330 | |
| 337.214 PZENA EMERG MKTS VALUE-INST | 2022-09-15 | 2025-08-26 | $4,933 | $3,541 | $1,392 | $1,392 | |
| 31382.928 BLACKROCK TOTAL RETURN-I | 2024-08-26 | 2025-08-26 | $312,260 | $318,118 | -$5,858 | -$5,858 | |
| 592.789 BLACKROCK TOTAL RETURN-I | 2025-03-11 | 2025-08-26 | $5,898 | $5,845 | $53 | $53 | |
| 155. DIMENSIONAL INTERNATIONAL VA | 2023-11-14 | 2025-08-26 | $7,051 | $5,067 | $1,984 | $1,984 | |
| 17822.967 DOUBLELINE TOTAL RETURN BOND | 2023-05-25 | 2025-08-26 | $158,446 | $157,031 | $1,415 | $1,415 | |
| 550.631 SEAFARER OVERSEAS GROWTH & | 2019-04-04 | 2025-08-26 | $7,626 | $6,442 | $1,184 | $1,184 | |
| 528.353 WCM FOCUSED INTL GROWTH-INS | 2022-07-18 | 2025-08-26 | $14,033 | $10,097 | $3,936 | $3,936 | |
| 169. ISHARES CORE S&P 500 | 2022-07-18 | 2025-08-26 | $109,134 | $64,849 | $44,285 | $44,285 | |
| 44. ISHARES CORE MSCI DEV MKTS | 2025-03-11 | 2025-08-26 | $3,448 | $3,032 | $416 | $416 | |
| 436.735 LONGLEAF PARTNERS FDS TR | 2021-03-24 | 2025-08-26 | $7,848 | $8,088 | -$240 | -$240 | |
| 3606.584 MFS EMERGING MKTS DEBT FD-R6 | 2024-08-26 | 2025-08-26 | $44,577 | $44,072 | $505 | $505 | |
| 4029.661 MFS EMERGING MKTS DEBT FD-R6 | 2022-07-18 | 2025-08-26 | $49,807 | $44,938 | $4,869 | $4,869 | |
| 14806.67 PGIM HIGH YIELD FUND | 2024-10-08 | 2025-08-26 | $72,405 | $71,812 | $593 | $593 | |
| 9871.078 PGIM HIGH YIELD FUND | 2022-07-18 | 2025-08-26 | $48,270 | $46,091 | $2,179 | $2,179 | |
| 21406.667 ALLSPRING CORE BOND FUND | 2023-05-25 | 2025-08-26 | $237,828 | $235,039 | $2,789 | $2,789 | |
| 665.433 LONGLEAF PARTNERS FDS TR | 2025-03-11 | 2025-09-03 | $11,958 | $10,321 | $1,637 | $1,637 | |
| 5684.822 LONGLEAF PARTNERS FDS TR | 2021-03-24 | 2025-09-03 | $102,156 | $97,823 | $4,333 | $4,333 | |
| 1202. AVANTIS US LARGE CAP VALUE | 2025-03-11 | 2025-09-23 | $87,225 | $77,713 | $9,512 | $9,512 | |
| 985.544 SEAFARER OVERSEAS GROWTH & | 2025-03-11 | 2025-09-23 | $14,162 | $11,777 | $2,385 | $2,385 | |
| 9492.146 SEAFARER OVERSEAS GROWTH & | 2019-04-04 | 2025-09-23 | $136,402 | $135,473 | $929 | $929 | |
| 3925.827 WCM FOCUSED INTL GROWTH-INS | 2022-07-18 | 2025-09-23 | $108,157 | $75,023 | $33,134 | $33,134 | |
| 4608. ISHARES MSCI INTL QUALITY | 2023-04-19 | 2025-09-23 | $203,552 | $165,450 | $38,102 | $38,102 | |
| 46. WISDOMTREE U.S. QUALITY DIVI | 2024-11-19 | 2025-09-23 | $4,115 | $3,825 | $290 | $290 | |
| 2251. WISDOMTREE U.S. QUALITY DIVI | 2023-09-26 | 2025-09-23 | $201,383 | $143,357 | $58,026 | $58,026 | |
| 132. DIMENSIONAL INTERNATIONAL VA | 2023-11-14 | 2025-12-12 | $6,531 | $4,315 | $2,216 | $2,216 | |
| CAPITAL GAIN DIVIDENDS | $36,942 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,942 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,942 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,942 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,942 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,942 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,942 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,942 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,942 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,942 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,942 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,942 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,942 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,942 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,942 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,942 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,942 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,942 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,942 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,942 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,942 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,942 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,942 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,942 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,942 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,942 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,942 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,942 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,942 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,942 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,942 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,942 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,942 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,942 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,942 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,942 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,942 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,942 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,942 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,942 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $279,098 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,355 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,355 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,355 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,677 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $3,677 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,678 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | n/a | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PNC BANK NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4127627070 | 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 | $47,091 | 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 | $5,510,508 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $139,620 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,650,128 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,650,128 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $84,752 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,565,376 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $278,269 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $278,269 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,355 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,355 | TotalTaxAmt |
| Distributable Before Adj | $272,914 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $272,914 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $272,914 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $249,690 | 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 | $249,690 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $272,914 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $240,272 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $249,690 | QualifyingDistributionsAmt |
| Applied To Year1 | $240,272 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $9,418 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $263,496 | 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 | LANCASTER COUNTY FOUNDATION | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24 WEST KING STREET | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 176033809 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusCd |
| Grant Or Contribution Purpose | GENERAL SUPPORT | GrantOrContributionPurposeTxt |
| Amt | $240,272 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $240,272 | 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 | $147,025 | 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 | $279,098 | 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 | $426,123 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $426,123 | 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 (31 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 317609295 SEAFARER OVERSEAS GR | |||
| 464287200 ISHARES CORE S&P 500 | AT COST | $1,380,038 | $2,272,631 |
| 552746364 MFS EMERGING MKTS DE | |||
| 74440Y884 PGIM HIGH YIELD FUND | |||
| 97717X669 WISDOMTREE U.S. QUAL | |||
| 413838566 OAKMARK INTL SM CAP- | |||
| 543069405 LONGLEAF PARTNERS FD | |||
| 00770X675 PZENA EMERG MKTS VAL | AT COST | $110,510 | $147,952 |
| 256210105 DODGE & COX INCOME F | AT COST | $481,433 | $495,397 |
| 461418444 WCM FOCUSED INTL GRO | AT COST | $91,625 | $119,089 |
| 89154M702 TOUCHSTONE SANDS EM | AT COST | $152,213 | $144,043 |
| 89155T490 TOUCHSTONE MID CAP-R | |||
| 25434V807 DIMENSIONAL INTERNAT | AT COST | $223,940 | $279,440 |
| 258620566 DOUBLELINE TOTAL RET | |||
| 46429B267 ISHARES U S TREASURY | AT COST | $321,221 | $322,258 |
| 46434V456 ISHARES MSCI INTL QU | |||
| 94987W794 ALLSPRING CORE BOND | |||
| 00171A852 AMG RR SM CAP VAL-I | AT COST | $66,889 | $65,142 |
| 04314H576 ARTISAN INTL SM/MID- | |||
| 057071813 BAIRD MIDCAP INST | AT COST | $91,939 | $73,872 |
| 09252M883 BLACKROCK TOTAL RETU | |||
| 411512460 HARBOR MID CAP VALUE | AT COST | $78,852 | $85,785 |
| 589619824 MERIDIAN SMALL CAP G | AT COST | $69,358 | $67,787 |
| 025072349 AVANTIS US LARGE CAP | AT COST | $91,937 | $107,745 |
| 02631W607 AMER FND MULTI-SEC I | AT COST | $258,757 | $258,757 |
| 092528603 ISHARES FLEXIBLE INC | AT COST | $178,778 | $177,782 |
| 37954Y632 GLOBAL X ART INTEL & | AT COST | $258,300 | $264,472 |
| 46138E800 INVESCO CHINA TECHNO | AT COST | $143,876 | $131,976 |
| 46435G326 ISHARES CORE MSCI DE | AT COST | $214,238 | $241,749 |
| 52107V229 LAZARD INTL QLTY GRW | AT COST | $132,156 | $124,778 |
| 74440B884 PRUDENTIAL TOTAL RET | AT COST | $407,485 | $410,804 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $9 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION FILING FEES | Desc |
| Revenue And Expenses Per Books | $134 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $134 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MUTUAL FUND TIMING ADJ | Desc |
| Amt | $1,528 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,643 | $1,643 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $1,656 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $3,677 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $876 | $876 | $0 |