FITELSON TRUST FBO SUNY DOWNSTATE MEDICAL CENTER: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- FITELSON TRUST FBO SUNY DOWNSTATE MEDICAL CENTER (EIN 81-0696140)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-08
- IRS object ID
- 202621289349104202
- 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 Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-08T17:01:41-05:00 | 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 | 810696140 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FITELSON FBO SUNY DOWNSTATE MED | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FITE | 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 | 2026-03-31 | 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 | 2026-03-31 | 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 | $6,107,400 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $144,374 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $143,842 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $324,580 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,753,859 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $324,580 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $1,067 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $470,021 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $468,422 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $56,885 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $45,508 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $11,377 | 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 | $4,149 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,442 | 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 | $61,034 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $47,950 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,377 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $401,493 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $401,493 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $462,527 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $47,950 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $412,870 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $7,494 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $420,472 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $222,168 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $171,347 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $171,347 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $4,927,359 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,986,906 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,936,053 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,149,527 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,158,253 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,107,400 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $5,149,527 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,158,253 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,149,527 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,158,253 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,149,527 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,158,253 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,149,527 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $7,494 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,237 | OtherIncreasesAmt |
| Subtotal | $5,158,258 | SubtotalAmt |
| Other Decreases | $5 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,158,253 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (124 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 86. INVESCO QQQ TRUST | 2020-07-20 | 2025-01-24 | $45,845 | $22,669 | $23,176 | $23,176 | |
| 1200. ISHARES CORE S&P MID-CAP ETF | 2023-08-08 | 2025-01-24 | $78,352 | $64,088 | $14,264 | $14,264 | |
| 115. ISHARES CORE S&P 500 | 2024-11-19 | 2025-01-27 | $69,003 | $67,989 | $1,014 | $1,014 | |
| 43. WISDOMTREE U.S. QUALITY DIVI | 2024-11-19 | 2025-01-27 | $3,591 | $3,576 | $15 | $15 | |
| 3. WISDOMTREE U.S. QUALITY DIVI | 2020-07-20 | 2025-01-27 | $251 | $142 | $109 | $109 | |
| 525.992 DOUBLELINE TOTAL RETURN BOND | 2024-06-12 | 2025-02-04 | $4,581 | $4,571 | $10 | $10 | |
| 100. INVESCO QQQ TRUST | 2020-07-20 | 2025-02-04 | $52,391 | $26,356 | $26,035 | $26,035 | |
| 3000. ISHARES CORE S&P MID-CAP ETF | 2023-08-08 | 2025-02-04 | $192,401 | $160,220 | $32,181 | $32,181 | |
| 38.089 MERIDIAN SMALL CAP GROW-INSTL | 2024-06-12 | 2025-02-04 | $538 | $491 | $47 | $47 | |
| 116.1 PRINCIPAL MIDCAP FUND-R6 | 2019-04-04 | 2025-02-04 | $5,403 | $3,190 | $2,213 | $2,213 | |
| 1324.811 AMG RR SM CAP VAL-I | 2024-06-12 | 2025-03-11 | $20,323 | $20,588 | -$265 | -$265 | |
| 77.795 AMG RR SM CAP VAL-I | 2025-02-04 | 2025-03-11 | $1,193 | $1,283 | -$90 | -$90 | |
| 579.091 PZENA EMERG MKTS VALUE-INST | 2024-06-12 | 2025-03-11 | $7,337 | $7,349 | -$12 | -$12 | |
| 3345.633 ARTISAN INTL SM/MID-INST | 2024-08-20 | 2025-03-11 | $58,482 | $62,229 | -$3,747 | -$3,747 | |
| 319.098 ARTISAN INTL SM/MID-INST | 2025-02-04 | 2025-03-11 | $5,578 | $5,702 | -$124 | -$124 | |
| 1171.106 BLACKROCK TOTAL RETURN-I | 2024-08-26 | 2025-03-11 | $11,547 | $11,875 | -$328 | -$328 | |
| 239. DIMENSIONAL INTERNATIONAL VA | 2024-06-12 | 2025-03-11 | $9,350 | $8,913 | $437 | $437 | |
| 1154.315 DODGE & COX INCOME FUND | 2024-06-12 | 2025-03-11 | $14,637 | $14,496 | $141 | $141 | |
| 748.641 DOUBLELINE TOTAL RETURN BOND | 2024-06-12 | 2025-03-11 | $6,625 | $6,506 | $119 | $119 | |
| 395.943 SEAFARER OVERSEAS GROWTH & | 2024-06-12 | 2025-03-11 | $4,732 | $4,831 | -$99 | -$99 | |
| 1288.56 HARBOR MID CAP VALUE | 2024-06-12 | 2025-03-11 | $32,162 | $32,845 | -$683 | -$683 | |
| 149.811 HARBOR MID CAP VALUE | 2025-02-04 | 2025-03-11 | $3,739 | $3,968 | -$229 | -$229 | |
| 3064.31 OAKMARK INTL SM CAP-R6 | 2024-06-12 | 2025-03-11 | $60,244 | $60,489 | -$245 | -$245 | |
| 487.569 OAKMARK INTL SM CAP-R6 | 2025-02-04 | 2025-03-11 | $9,586 | $8,971 | $615 | $615 | |
| 102.849 WCM FOCUSED INTL GROWTH-INS | 2024-06-12 | 2025-03-11 | $2,363 | $2,612 | -$249 | -$249 | |
| 419. ISHARES U S TREASURY BOND | 2024-06-12 | 2025-03-11 | $9,597 | $9,496 | $101 | $101 | |
| 254. ISHARES MSCI INTL QUALITY | 2024-06-12 | 2025-03-11 | $10,171 | $10,150 | $21 | $21 | |
| 391.986 LONGLEAF PARTNERS FDS TR | 2024-06-12 | 2025-03-11 | $6,080 | $6,511 | -$431 | -$431 | |
| 196.025 MFS EMERGING MKTS DEBT FD-R6 | 2019-04-04 | 2025-03-11 | $2,366 | $2,817 | -$451 | -$451 | |
| 37.651 MADISON MID CAP FUND-R6 | 2024-06-12 | 2025-03-11 | $604 | $639 | -$35 | -$35 | |
| 190.812 MADISON MID CAP FUND-R6 | 2025-02-04 | 2025-03-11 | $3,063 | $3,333 | -$270 | -$270 | |
| 4993.817 MADISON MID CAP FUND-R6 | 2019-10-18 | 2025-03-11 | $80,151 | $58,910 | $21,241 | $21,241 | |
| 1303.858 MERIDIAN SMALL CAP GROW-INSTL | 2024-06-12 | 2025-03-11 | $15,907 | $16,820 | -$913 | -$913 | |
| 533.406 PGIM HIGH YIELD FUND | 2019-04-04 | 2025-03-11 | $2,560 | $2,896 | -$336 | -$336 | |
| 808.714 ALLSPRING CORE BOND FUND | 2024-06-12 | 2025-03-11 | $8,936 | $8,864 | $72 | $72 | |
| 325.065 PZENA EMERG MKTS VALUE-INST | 2024-06-12 | 2025-08-26 | $4,756 | $4,125 | $631 | $631 | |
| 30817.959 BLACKROCK TOTAL RETURN-I | 2024-08-26 | 2025-08-26 | $306,639 | $311,637 | -$4,998 | -$4,998 | |
| 150. DIMENSIONAL INTERNATIONAL VA | 2024-06-12 | 2025-08-26 | $6,824 | $5,594 | $1,230 | $1,230 | |
| 17178.929 DOUBLELINE TOTAL RETURN BOND | 2024-05-02 | 2025-08-26 | $152,721 | $148,407 | $4,314 | $4,314 | |
| 532.557 SEAFARER OVERSEAS GROWTH & | 2024-06-12 | 2025-08-26 | $7,376 | $6,497 | $879 | $879 | |
| 513.833 WCM FOCUSED INTL GROWTH-INS | 2024-06-12 | 2025-08-26 | $13,647 | $13,051 | $596 | $596 | |
| 140. ISHARES CORE S&P 500 | 2024-11-19 | 2025-08-26 | $90,407 | $83,288 | $7,119 | $7,119 | |
| 23. ISHARES CORE S&P 500 | 2025-03-11 | 2025-08-26 | $14,853 | $12,960 | $1,893 | $1,893 | |
| 49. ISHARES CORE MSCI DEV MKTS | 2025-03-11 | 2025-08-26 | $3,840 | $3,377 | $463 | $463 | |
| 420.891 LONGLEAF PARTNERS FDS TR | 2024-06-12 | 2025-08-26 | $7,563 | $6,991 | $572 | $572 | |
| 3476.098 MFS EMERGING MKTS DEBT FD-R6 | 2024-08-26 | 2025-08-26 | $42,965 | $42,420 | $545 | $545 | |
| 3884.209 MFS EMERGING MKTS DEBT FD-R6 | 2019-04-04 | 2025-08-26 | $48,009 | $55,166 | -$7,157 | -$7,157 | |
| 14023.338 PGIM HIGH YIELD FUND | 2024-10-08 | 2025-08-26 | $68,574 | $67,979 | $595 | $595 | |
| 9762.675 PGIM HIGH YIELD FUND | 2019-04-04 | 2025-08-26 | $47,739 | $52,765 | -$5,026 | -$5,026 | |
| 65.245 TOUCHSTONE SANDS EM GR-R6 | 2025-02-04 | 2025-08-26 | $1,083 | $985 | $98 | $98 | |
| 1114.38 ALLSPRING CORE BOND FUND | 2025-02-04 | 2025-08-26 | $12,381 | $12,180 | $201 | $201 | |
| 19518.752 ALLSPRING CORE BOND FUND | 2024-05-02 | 2025-08-26 | $216,853 | $213,091 | $3,762 | $3,762 | |
| 1083.343 LONGLEAF PARTNERS FDS TR | 2025-02-04 | 2025-09-03 | $19,468 | $16,423 | $3,045 | $3,045 | |
| 5035.857 LONGLEAF PARTNERS FDS TR | 2024-05-02 | 2025-09-03 | $90,494 | $83,221 | $7,273 | $7,273 | |
| 1153. AVANTIS US LARGE CAP VALUE | 2025-03-11 | 2025-09-23 | $83,669 | $74,545 | $9,124 | $9,124 | |
| 1108.65 SEAFARER OVERSEAS GROWTH & | 2025-02-04 | 2025-09-23 | $15,931 | $13,160 | $2,771 | $2,771 | |
| 8987.808 SEAFARER OVERSEAS GROWTH & | 2024-06-12 | 2025-09-23 | $129,155 | $109,651 | $19,504 | $19,504 | |
| 3758.708 WCM FOCUSED INTL GROWTH-INS | 2024-06-12 | 2025-09-23 | $103,552 | $95,471 | $8,081 | $8,081 | |
| 462. ISHARES MSCI INTL QUALITY | 2025-02-04 | 2025-09-23 | $20,408 | $17,983 | $2,425 | $2,425 | |
| 3979. ISHARES MSCI INTL QUALITY | 2023-07-26 | 2025-09-23 | $175,767 | $144,957 | $30,810 | $30,810 | |
| 69. WISDOMTREE U.S. QUALITY DIVI | 2025-02-04 | 2025-09-23 | $6,173 | $5,683 | $490 | $490 | |
| 2145. WISDOMTREE U.S. QUALITY DIVI | 2020-07-20 | 2025-09-23 | $191,900 | $101,287 | $90,613 | $90,613 | |
| CAPITAL GAIN DIVIDENDS | $31,423 | P | |||||
| CAPITAL GAIN DIVIDENDS | $31,423 | P | |||||
| CAPITAL GAIN DIVIDENDS | $31,423 | P | |||||
| CAPITAL GAIN DIVIDENDS | $31,423 | P | |||||
| CAPITAL GAIN DIVIDENDS | $31,423 | P | |||||
| CAPITAL GAIN DIVIDENDS | $31,423 | P | |||||
| CAPITAL GAIN DIVIDENDS | $31,423 | P | |||||
| CAPITAL GAIN DIVIDENDS | $31,423 | P | |||||
| CAPITAL GAIN DIVIDENDS | $31,423 | P | |||||
| CAPITAL GAIN DIVIDENDS | $31,423 | P | |||||
| CAPITAL GAIN DIVIDENDS | $31,423 | P | |||||
| CAPITAL GAIN DIVIDENDS | $31,423 | P | |||||
| CAPITAL GAIN DIVIDENDS | $31,423 | P | |||||
| CAPITAL GAIN DIVIDENDS | $31,423 | P | |||||
| CAPITAL GAIN DIVIDENDS | $31,423 | P | |||||
| CAPITAL GAIN DIVIDENDS | $31,423 | P | |||||
| CAPITAL GAIN DIVIDENDS | $31,423 | P | |||||
| CAPITAL GAIN DIVIDENDS | $31,423 | P | |||||
| CAPITAL GAIN DIVIDENDS | $31,423 | P | |||||
| CAPITAL GAIN DIVIDENDS | $31,423 | P | |||||
| CAPITAL GAIN DIVIDENDS | $31,423 | P | |||||
| CAPITAL GAIN DIVIDENDS | $31,423 | P | |||||
| CAPITAL GAIN DIVIDENDS | $31,423 | P | |||||
| CAPITAL GAIN DIVIDENDS | $31,423 | P | |||||
| CAPITAL GAIN DIVIDENDS | $31,423 | P | |||||
| CAPITAL GAIN DIVIDENDS | $31,423 | P | |||||
| CAPITAL GAIN DIVIDENDS | $31,423 | P | |||||
| CAPITAL GAIN DIVIDENDS | $31,423 | P | |||||
| CAPITAL GAIN DIVIDENDS | $31,423 | P | |||||
| CAPITAL GAIN DIVIDENDS | $31,423 | P | |||||
| CAPITAL GAIN DIVIDENDS | $31,423 | P | |||||
| CAPITAL GAIN DIVIDENDS | $31,423 | P | |||||
| CAPITAL GAIN DIVIDENDS | $31,423 | P | |||||
| CAPITAL GAIN DIVIDENDS | $31,423 | P | |||||
| CAPITAL GAIN DIVIDENDS | $31,423 | P | |||||
| CAPITAL GAIN DIVIDENDS | $31,423 | P | |||||
| CAPITAL GAIN DIVIDENDS | $31,423 | P | |||||
| CAPITAL GAIN DIVIDENDS | $31,423 | P | |||||
| CAPITAL GAIN DIVIDENDS | $31,423 | P | |||||
| CAPITAL GAIN DIVIDENDS | $31,423 | P | |||||
| CAPITAL GAIN DIVIDENDS | $31,423 | P | |||||
| CAPITAL GAIN DIVIDENDS | $31,423 | P | |||||
| CAPITAL GAIN DIVIDENDS | $31,423 | P | |||||
| CAPITAL GAIN DIVIDENDS | $31,423 | P | |||||
| CAPITAL GAIN DIVIDENDS | $31,423 | P | |||||
| CAPITAL GAIN DIVIDENDS | $31,423 | P | |||||
| CAPITAL GAIN DIVIDENDS | $31,423 | P | |||||
| CAPITAL GAIN DIVIDENDS | $31,423 | P | |||||
| CAPITAL GAIN DIVIDENDS | $31,423 | P | |||||
| CAPITAL GAIN DIVIDENDS | $31,423 | P | |||||
| CAPITAL GAIN DIVIDENDS | $31,423 | P | |||||
| CAPITAL GAIN DIVIDENDS | $31,423 | P | |||||
| CAPITAL GAIN DIVIDENDS | $31,423 | P | |||||
| CAPITAL GAIN DIVIDENDS | $31,423 | P | |||||
| CAPITAL GAIN DIVIDENDS | $31,423 | P | |||||
| CAPITAL GAIN DIVIDENDS | $31,423 | P | |||||
| CAPITAL GAIN DIVIDENDS | $31,423 | P | |||||
| CAPITAL GAIN DIVIDENDS | $31,423 | P | |||||
| CAPITAL GAIN DIVIDENDS | $31,423 | P | |||||
| CAPITAL GAIN DIVIDENDS | $31,423 | P | |||||
| CAPITAL GAIN DIVIDENDS | $31,423 | P | |||||
| CAPITAL GAIN DIVIDENDS | $31,423 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $324,580 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,845 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,845 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,845 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,417 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $3,417 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $2,428 | 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 | $56,885 | 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 | $5,626,004 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $147,343 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,773,347 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,773,347 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $86,600 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,686,747 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $284,337 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $284,337 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,845 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,845 | TotalTaxAmt |
| Distributable Before Adj | $278,492 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $278,492 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $278,492 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $412,870 | 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 | $412,870 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $278,492 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $160,887 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $94,782 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $175,871 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $134,738 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $141,123 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $707,401 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $412,870 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $278,492 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $134,378 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $841,779 | 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 | $160,887 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $680,892 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $94,782 | ExcessFromYear4Amt |
| Excess From Year3 | $175,871 | ExcessFromYear3Amt |
| Excess From Year2 | $134,738 | ExcessFromYear2Amt |
| Excess From Year1 | $141,123 | ExcessFromYear1Amt |
| Excess From Current Year | $134,378 | 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 | SUNY DOWNSTATE MEDICAL CENTER | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 450 CLARKSON AVE ROOM 2-09 | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 112032012 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusCd |
| Grant Or Contribution Purpose | GENERAL SUPPORT | GrantOrContributionPurposeTxt |
| Amt | $401,493 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $401,493 | 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 | $144,374 | 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 | $324,580 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $1,067 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $470,021 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $470,021 | 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 (33 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 464287200 ISHARES CORE S&P 500 | AT COST | $1,533,176 | $2,190,438 |
| 552746364 MFS EMERGING MKTS DE | |||
| 557492485 MADISON MID CAP FUND | |||
| 46090E103 INVESCO QQQ TRUST | AT COST | $79,069 | $184,293 |
| 09252M883 BLACKROCK TOTAL RETU | |||
| 74256W584 PRINCIPAL MIDCAP FUN | AT COST | $59,422 | $89,277 |
| 74440Y884 PGIM HIGH YIELD FUND | |||
| 97717X669 WISDOMTREE U.S. QUAL | |||
| 256210105 DODGE & COX INCOME F | AT COST | $469,563 | $479,877 |
| 464287507 ISHARES CORE S&P MID | AT COST | $106,012 | $131,010 |
| 46434V456 ISHARES MSCI INTL QU | |||
| 00171A852 AMG RR SM CAP VAL-I | AT COST | $66,378 | $64,139 |
| 00770X675 PZENA EMERG MKTS VAL | AT COST | $122,243 | $143,320 |
| 04314H576 ARTISAN INTL SM/MID- | |||
| 25434V807 DIMENSIONAL INTERNAT | AT COST | $230,924 | $277,045 |
| 258620566 DOUBLELINE TOTAL RET | |||
| 317609295 SEAFARER OVERSEAS GR | |||
| 411512460 HARBOR MID CAP VALUE | AT COST | $63,938 | $68,904 |
| 413838566 OAKMARK INTL SM CAP- | |||
| 461418444 WCM FOCUSED INTL GRO | AT COST | $114,960 | $115,360 |
| 46429B267 ISHARES U S TREASURY | AT COST | $307,168 | $312,173 |
| 543069405 LONGLEAF PARTNERS FD | |||
| 589619824 MERIDIAN SMALL CAP G | AT COST | $67,374 | $65,337 |
| 89154M702 TOUCHSTONE SANDS EM | AT COST | $122,895 | $139,537 |
| 94987W794 ALLSPRING CORE BOND | |||
| 025072349 AVANTIS US LARGE CAP | AT COST | $89,027 | $104,335 |
| 02631W607 AMER FND MULTI-SEC I | AT COST | $249,342 | $249,342 |
| 092528603 ISHARES FLEXIBLE INC | AT COST | $174,543 | $173,561 |
| 37954Y632 GLOBAL X ART INTEL & | AT COST | $261,032 | $267,269 |
| 46138E800 INVESCO CHINA TECHNO | AT COST | $139,398 | $127,868 |
| 46435G326 ISHARES CORE MSCI DE | AT COST | $207,680 | $234,161 |
| 52107V229 LAZARD INTL QLTY GRW | AT COST | $128,018 | $120,870 |
| 74440B884 PRUDENTIAL TOTAL RET | AT COST | $394,744 | $397,937 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $5 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Revenue And Expenses Per Books | $1,067 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MUTUAL FUND TIMING ADJ | Desc |
| Amt | $1,237 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,593 | $1,593 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $1,707 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $849 | $849 | $0 |