D C AND EMMA MACK MEMORIAL FUND: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- D C AND EMMA MACK MEMORIAL FUND (EIN 25-6190263)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-12
- IRS object ID
- 202621329349103152
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-12T14:01:15-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 N WACKER DR | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | 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 | 256190263 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DC AND EMMA MACK MEMORIAL FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MACK | BusinessNameControlTxt |
| Phone | 7244651441 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 EAST PITTSBURGH STREET | AddressLine1Txt |
| City | GREENSBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15601 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANA GARLAND | PersonNm |
| Person Title | Sr. VP, Trust O | PersonTitleTxt |
| Phone | 7244651441 | PhoneNum |
| Signature | 2026-04-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SANDRA MURPHY | PreparerPersonNm |
| PTIN | P01252209 | PTIN |
| Phone | 3128792000 | PhoneNum |
| Preparation | 2026-04-30 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,169,474 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $27,899 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $27,899 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $38,677 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $102,294 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $38,677 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $66,576 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $66,576 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $5,379 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,690 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $2,689 | 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 |
| Accounting Fees Rev And Expnss | $250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $445 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $176 | 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 | $11 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $11 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $6,085 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,877 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,939 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $43,867 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $43,867 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $49,952 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,877 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $46,806 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $16,624 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $63,699 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOYFMV | $214 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $53,525 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $65,743 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $65,743 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $338,538 | CorporateStockBOYAmt |
| Corporate Stock EOY | $324,331 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $762,639 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $225,741 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $252,036 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $253,686 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $91,998 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $84,092 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $87,192 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $709,802 | TotalAssetsBOYAmt |
| Total Assets EOY | $726,202 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,169,474 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $709,802 | CapitalStockBOYAmt |
| Capital Stock EOY | $726,202 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $709,802 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $726,202 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $709,802 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $726,202 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $709,802 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $16,624 | ExcessRevenueOverExpensesAmt |
| Other Increases | $261 | OtherIncreasesAmt |
| Subtotal | $726,687 | SubtotalAmt |
| Other Decreases | $485 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $726,202 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (44 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 15000. CAPITAL ONE FINANCIAL CO 3.2% 05/02/2025 | 2024-02-29 | 2025-01-06 | $15,000 | $14,692 | $308 | $308 | |
| 162.33 CVS PASS-THROUGH TRUST 6.036% 10 DEC 202 | 2014-03-14 | 2025-01-10 | $162 | $183 | -$21 | -$21 | |
| 83. NEXTRACKER INC-CL A | 2023-08-22 | 2025-01-30 | $4,092 | $3,229 | $863 | $863 | |
| 163.15 CVS PASS-THROUGH TRUST 6.036% 10 DEC 202 | 2014-03-14 | 2025-02-10 | $163 | $183 | -$20 | -$20 | |
| 163.97 CVS PASS-THROUGH TRUST 6.036% 10 DEC 202 | 2014-03-14 | 2025-03-10 | $164 | $184 | -$20 | -$20 | |
| .6667 SANDISK CORP | 2018-08-14 | 2025-03-10 | $33 | $31 | $2 | $2 | |
| 164.79 CVS PASS-THROUGH TRUST 6.036% 10 DEC 202 | 2014-03-14 | 2025-04-10 | $165 | $184 | -$19 | -$19 | |
| 2. BOOKING HOLDINGS INC | 2020-06-19 | 2025-04-29 | $9,700 | $3,262 | $6,438 | $6,438 | |
| 176. FORTINET INC | 2019-08-23 | 2025-04-29 | $18,080 | $2,851 | $15,229 | $15,229 | |
| 165.62 CVS PASS-THROUGH TRUST 6.036% 10 DEC 202 | 2014-03-14 | 2025-05-12 | $166 | $184 | -$18 | -$18 | |
| 50. ABBVIE INC | 2019-09-03 | 2025-05-23 | $9,118 | $3,275 | $5,843 | $5,843 | |
| 459.814 MERGER FUND-I | 2021-08-10 | 2025-05-23 | $8,093 | $7,904 | $189 | $189 | |
| 57. PALO ALTO NETWORKS INC | 2020-04-01 | 2025-05-23 | $10,477 | $1,558 | $8,919 | $8,919 | |
| 166.45 CVS PASS-THROUGH TRUST 6.036% 10 DEC 202 | 2014-03-14 | 2025-06-10 | $166 | $185 | -$19 | -$19 | |
| 167.02 CVS PASS-THROUGH TRUST 6.036% 10 DEC 202 | 2014-03-14 | 2025-07-10 | $167 | $184 | -$17 | -$17 | |
| 167.86 CVS PASS-THROUGH TRUST 6.036% 10 DEC 202 | 2014-03-14 | 2025-08-11 | $168 | $184 | -$16 | -$16 | |
| 168.7 CVS PASS-THROUGH TRUST 6.036% 10 DEC 202 | 2014-03-14 | 2025-09-10 | $169 | $184 | -$15 | -$15 | |
| 169.55 CVS PASS-THROUGH TRUST 6.036% 10 DEC 202 | 2014-03-14 | 2025-10-10 | $170 | $184 | -$14 | -$14 | |
| 15000. US TREASURY N/B 4.25% 15 OCT 2025 | 2023-02-10 | 2025-10-15 | $15,000 | $14,992 | $8 | $8 | |
| 170.4 CVS PASS-THROUGH TRUST 6.036% 10 DEC 202 | 2014-03-14 | 2025-11-10 | $170 | $184 | -$14 | -$14 | |
| 10000. HUBBELL INC 3.35% 01/03/2026 | 2024-05-01 | 2025-12-01 | $10,000 | $9,615 | $385 | $385 | |
| 171.26 CVS PASS-THROUGH TRUST 6.036% 10 DEC 202 | 2014-03-14 | 2025-12-10 | $171 | $185 | -$14 | -$14 | |
| CAPITAL GAIN DIVIDENDS | $700 | P | |||||
| CAPITAL GAIN DIVIDENDS | $700 | P | |||||
| CAPITAL GAIN DIVIDENDS | $700 | P | |||||
| CAPITAL GAIN DIVIDENDS | $700 | P | |||||
| CAPITAL GAIN DIVIDENDS | $700 | P | |||||
| CAPITAL GAIN DIVIDENDS | $700 | P | |||||
| CAPITAL GAIN DIVIDENDS | $700 | P | |||||
| CAPITAL GAIN DIVIDENDS | $700 | P | |||||
| CAPITAL GAIN DIVIDENDS | $700 | P | |||||
| CAPITAL GAIN DIVIDENDS | $700 | P | |||||
| CAPITAL GAIN DIVIDENDS | $700 | P | |||||
| CAPITAL GAIN DIVIDENDS | $700 | P | |||||
| CAPITAL GAIN DIVIDENDS | $700 | P | |||||
| CAPITAL GAIN DIVIDENDS | $700 | P | |||||
| CAPITAL GAIN DIVIDENDS | $700 | P | |||||
| CAPITAL GAIN DIVIDENDS | $700 | P | |||||
| CAPITAL GAIN DIVIDENDS | $700 | P | |||||
| CAPITAL GAIN DIVIDENDS | $700 | P | |||||
| CAPITAL GAIN DIVIDENDS | $700 | P | |||||
| CAPITAL GAIN DIVIDENDS | $700 | P | |||||
| CAPITAL GAIN DIVIDENDS | $700 | P | |||||
| CAPITAL GAIN DIVIDENDS | $700 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $38,677 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $885 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $885 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $885 | TaxBasedOnInvestmentIncomeAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $885 | 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 | S&T BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7244651441 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 EAST PITTSBURGH STREET | AddressLine1Txt |
| City | GREENSBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15601 | 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 | ST BANK | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 EAST PITTSBURGH STREET | AddressLine1Txt |
| City | GREENSBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $5,379 | 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 | $1,030,080 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $44,321 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,074,401 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,074,401 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,116 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,058,285 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $52,914 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $52,914 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $885 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $885 | TotalTaxAmt |
| Distributable Before Adj | $52,029 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $52,029 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $52,029 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $46,806 | 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 | $46,806 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $52,029 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $43,617 | 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 | $46,806 | QualifyingDistributionsAmt |
| Applied To Year1 | $43,617 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,189 | 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 | $48,840 | 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 | Graystone United Presbyterian Church | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O SAMUEL CLARK | AddressLine1Txt |
| City | Indiana | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusCd |
| Grant Or Contribution Purpose | SUPPORT | GrantOrContributionPurposeTxt |
| Amt | $43,867 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $43,867 | 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 | $27,899 | 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 | $38,677 | 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 | $66,576 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $66,576 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $250 | Amt |
| Disbursements Charitable Prps | $250 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (15 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BANK OF AMERICA CORP 5.819% 15 | $20,395 | $20,862 |
| CVS PASS THROUGH TRUST 6.036% | $7,012 | $6,567 |
| COMMONWEALTH EDISON CO 3.700% | $21,379 | $19,923 |
| DUKE ENERGY CORP 2.56% DUE 9/1 | $10,102 | $9,915 |
| QUALCOMM INC 1.300% DUE 5/20/2 | $47,308 | $47,175 |
| ANHEUSER-BUSCH INBEV WORLDWIDE | $9,866 | $10,208 |
| CENCORA INC 3.45% 15 DEC 2027 | $9,577 | $9,913 |
| COMCAST CORP 3.4% 01 APR 2030 | $18,437 | $19,397 |
| IBM INTERNATIONAL CAPITAL PTE | $14,767 | $15,283 |
| LOCKHEED MARTIN CORP 4.7% 15 D | $14,963 | $15,389 |
| MORGAN STANLEY 3.625% 20 JAN 2 | $15,502 | $14,963 |
| PFIZER INVESTMENT ENTERPRISES | $20,011 | $20,412 |
| SYSCO CORP 5.75% 17 JAN 2029 | $10,117 | $10,457 |
| T-MOBILE USA INC 3.5% 15 APR 2 | $14,012 | $14,341 |
| FEDERAL HOME LOAN BANKS 2.125% | $18,588 | $18,881 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (32 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHECK POINT SOFTWARE TECH | $7,803 | $13,546 |
| ABBOTT LABORATORIES | $12,056 | $13,907 |
| ABBVIE INC | $11,395 | $39,757 |
| AMERISAFE INC | $11,631 | $8,181 |
| BERKSHIRE HATHAWAY INC CL B | $3,820 | $9,550 |
| BOOKING HOLDINGS INC | $9,787 | $32,132 |
| CF INDUSTRIES HOLDINGS INC | $4,676 | $11,137 |
| CVS CORP | $21,113 | $27,459 |
| COLGATE-PALMOLIVE CO | $11,045 | $14,698 |
| CUMMINS INC | $14,440 | $58,702 |
| F5 NETWORKS INC | $7,777 | $15,571 |
| FORTINET INC | $5,103 | $25,014 |
| HERCULES CAPITAL INC | $12,224 | $18,820 |
| INTEL CORP | $4,329 | $8,155 |
| KIMBERLY-CLARK CORP | $4,660 | $7,869 |
| LEIDOS HOLDINGS INC | $18,018 | $33,374 |
| MICROSOFT CORP | $2,651 | $41,108 |
| ONEOK, INC | $16,019 | $22,271 |
| PALO ALTO NETWORKS INC | $6,913 | $46,603 |
| PAYPAL HOLDINGS INC | $7,718 | $4,203 |
| ROCHE HOLDINGS LTD SPON ADR | $7,636 | $18,617 |
| SKYWORKS SOLUTIONS INC COM | $7,678 | $6,595 |
| JM SMUCKER CO | $8,395 | $12,324 |
| SOUTHWEST AIRLINES CO | $10,761 | $13,804 |
| SYNCHRONY FINANCIAL | $12,719 | $31,119 |
| UNITEDHEALTH GROUP INC | $12,839 | $17,826 |
| VERIZON COMMUNICATIONS COM | $13,520 | $17,188 |
| WESTERN DIGITAL CORP | $16,353 | $82,001 |
| FLEXTRONICS INTL LTD | $9,314 | $29,062 |
| DEVON ENERGY CORP | $18,969 | $12,454 |
| CENCORA INC | $7,950 | $32,086 |
| SANDISK CORP/DE | $5,019 | $37,506 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AQR DIVERSIFIED ARBITRAGE - I | AT COST | $15,352 | $16,212 |
| WATER ISLAND CREDIT OPP - I | AT COST | $15,343 | $14,888 |
| BLACKROCK EVNT DRVN EQ-INST | AT COST | $15,352 | $16,359 |
| CALAMOS MARKET NEUTRAL INCOME | AT COST | $15,254 | $16,866 |
| ABSOLUTE CONVERT ARBT - INST | AT COST | $15,343 | $15,505 |
| MERGER FUND - INST | AT COST | $7,448 | $7,362 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2025 TRANSACTIONS POSTED IN 2026 | $482 |
| ROUNDING | $3 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER EXPENSE (NON-DEDUCTIBLE | Desc |
| Revenue And Expenses Per Books | $11 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $11 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2024 TRANSACTIONS POSTED IN 2025 | Desc |
| Amt | $261 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $176 | $176 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $269 | $0 | $0 |