S MCINTYRE ELKINS FOR ABINGTON: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- S MCINTYRE ELKINS FOR ABINGTON (EIN 23-6205270)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-08
- IRS object ID
- 202631289349101523
- 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 | 2026-05-08T14:01:37-05:00 | 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 | 236205270 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | S MCINTYRE ELKINS FOR ABINGTON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ELKI | BusinessNameControlTxt |
| Phone | 4124423927 | 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 | 4124423927 | PhoneNum |
| Signature | 2026-03-28 | 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 | 2026-03-28 | 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) |
|---|---|---|
| Organization4947a1 Trtd PF | Yes (X) | Organization4947a1TrtdPFInd |
| FMV Assets EOY | $5,025,811 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $124,213 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $123,749 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $202,515 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,955,419 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $202,515 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $326,728 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $326,264 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $2,375 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $1,900 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $475 | 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 | $6,644 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,126 | 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 | $5,506 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,506 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $14,525 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,532 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $475 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $218,693 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $218,693 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $233,218 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,532 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $219,168 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $93,510 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $316,732 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -$1,785 | CashBOYAmt |
| Cash EOY | -$1,169 | CashEOYAmt |
| Cash EOYFMV | -$1,169 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $204,403 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $141,017 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $141,017 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $3,824,530 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,982,033 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,885,963 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,027,148 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,121,881 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,025,811 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,027,148 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,121,881 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,027,148 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,121,881 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,027,148 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,121,881 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,027,148 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $93,510 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,231 | OtherIncreasesAmt |
| Subtotal | $4,121,889 | SubtotalAmt |
| Other Decreases | $8 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,121,881 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (78 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 1363.27 AMG RR SM CAP VAL-I | 2022-03-04 | 2025-03-11 | $20,913 | $19,604 | $1,309 | $1,309 | |
| 3015.74 ARTISAN INTL SM/MID-INST | 2024-08-20 | 2025-03-11 | $52,715 | $56,093 | -$3,378 | -$3,378 | |
| 204. DIMENSIONAL INTERNATIONAL VA | 2023-11-14 | 2025-03-11 | $7,981 | $6,669 | $1,312 | $1,312 | |
| 365.375 DODGE & COX INCOME FUND | 2022-10-21 | 2025-03-11 | $4,633 | $4,271 | $362 | $362 | |
| 1425.302 DOUBLELINE TOTAL RETURN BOND | 2023-05-25 | 2025-03-11 | $12,614 | $12,571 | $43 | $43 | |
| 1298.511 HARBOR MID CAP VALUE | 2024-06-11 | 2025-03-11 | $32,411 | $32,787 | -$376 | -$376 | |
| 2743.179 OAKMARK INTL SM CAP-R6 | 2019-04-04 | 2025-03-11 | $53,931 | $39,637 | $14,294 | $14,294 | |
| 91. ISHARES MSCI INTL QUALITY | 2023-04-19 | 2025-03-11 | $3,644 | $3,278 | $366 | $366 | |
| 29.55 MFS EMERGING MKTS DEBT FD-R6 | 2022-03-04 | 2025-03-11 | $357 | $380 | -$23 | -$23 | |
| 4590.347 MADISON MID CAP FUND-R6 | 2022-03-04 | 2025-03-11 | $73,675 | $61,373 | $12,302 | $12,302 | |
| 1459.801 MERIDIAN SMALL CAP GROW-INSTL | 2024-06-11 | 2025-03-11 | $17,810 | $18,685 | -$875 | -$875 | |
| 87.672 PRINCIPAL MIDCAP FUND-R6 | 2022-03-04 | 2025-03-11 | $3,780 | $3,092 | $688 | $688 | |
| 243.991 PGIM HIGH YIELD FUND | 2022-03-04 | 2025-03-11 | $1,171 | $1,281 | -$110 | -$110 | |
| 182.662 ALLSPRING CORE BOND FUND | 2023-05-25 | 2025-03-11 | $2,018 | $2,007 | $11 | $11 | |
| 29. WISDOMTREE U.S. QUALITY DIVI | 2023-09-26 | 2025-03-11 | $2,302 | $1,847 | $455 | $455 | |
| 267.618 PZENA EMERG MKTS VALUE-INST | 2022-09-15 | 2025-08-26 | $3,915 | $2,810 | $1,105 | $1,105 | |
| 26046.387 BLACKROCK TOTAL RETURN-I | 2024-08-26 | 2025-08-26 | $259,162 | $264,034 | -$4,872 | -$4,872 | |
| 921.886 BLACKROCK TOTAL RETURN-I | 2025-03-11 | 2025-08-26 | $9,173 | $9,090 | $83 | $83 | |
| 125. DIMENSIONAL INTERNATIONAL VA | 2023-11-14 | 2025-08-26 | $5,687 | $4,086 | $1,601 | $1,601 | |
| 15030.914 DOUBLELINE TOTAL RETURN BOND | 2023-05-25 | 2025-08-26 | $133,625 | $132,424 | $1,201 | $1,201 | |
| 439.738 SEAFARER OVERSEAS GROWTH & | 2019-04-04 | 2025-08-26 | $6,090 | $5,145 | $945 | $945 | |
| 421.766 WCM FOCUSED INTL GROWTH-INS | 2022-03-04 | 2025-08-26 | $11,202 | $9,178 | $2,024 | $2,024 | |
| 134. ISHARES CORE S&P 500 | 2022-03-01 | 2025-08-26 | $86,532 | $58,140 | $28,392 | $28,392 | |
| 353.383 LONGLEAF PARTNERS FDS TR | 2021-03-24 | 2025-08-26 | $6,350 | $6,545 | -$195 | -$195 | |
| 2943.541 MFS EMERGING MKTS DEBT FD-R6 | 2024-08-26 | 2025-08-26 | $36,382 | $35,970 | $412 | $412 | |
| 3496.45 MFS EMERGING MKTS DEBT FD-R6 | 2022-03-04 | 2025-08-26 | $43,216 | $44,923 | -$1,707 | -$1,707 | |
| 12225.429 PGIM HIGH YIELD FUND | 2024-10-08 | 2025-08-26 | $59,782 | $59,293 | $489 | $489 | |
| 8586.434 PGIM HIGH YIELD FUND | 2022-03-04 | 2025-08-26 | $41,988 | $44,999 | -$3,011 | -$3,011 | |
| 101.14 TOUCHSTONE SANDS EM GR-R6 | 2021-03-24 | 2025-08-26 | $1,679 | $2,097 | -$418 | -$418 | |
| 18053.211 ALLSPRING CORE BOND FUND | 2023-05-25 | 2025-08-26 | $200,571 | $198,183 | $2,388 | $2,388 | |
| 560.304 LONGLEAF PARTNERS FDS TR | 2025-03-11 | 2025-09-03 | $10,069 | $8,690 | $1,379 | $1,379 | |
| 4810.086 LONGLEAF PARTNERS FDS TR | 2021-03-24 | 2025-09-03 | $86,437 | $81,001 | $5,436 | $5,436 | |
| 1016. AVANTIS US LARGE CAP VALUE | 2025-03-11 | 2025-09-23 | $73,727 | $65,687 | $8,040 | $8,040 | |
| 836.3 SEAFARER OVERSEAS GROWTH & | 2025-03-11 | 2025-09-23 | $12,018 | $9,994 | $2,024 | $2,024 | |
| 8024.648 SEAFARER OVERSEAS GROWTH & | 2019-04-04 | 2025-09-23 | $115,314 | $113,100 | $2,214 | $2,214 | |
| 3337.443 WCM FOCUSED INTL GROWTH-INS | 2022-03-04 | 2025-09-23 | $91,947 | $72,623 | $19,324 | $19,324 | |
| 3886. ISHARES MSCI INTL QUALITY | 2023-04-19 | 2025-09-23 | $171,659 | $139,295 | $32,364 | $32,364 | |
| 39. WISDOMTREE U.S. QUALITY DIVI | 2024-11-19 | 2025-09-23 | $3,489 | $3,243 | $246 | $246 | |
| 1898. WISDOMTREE U.S. QUALITY DIVI | 2023-09-26 | 2025-09-23 | $169,802 | $120,876 | $48,926 | $48,926 | |
| CAPITAL GAIN DIVIDENDS | $27,327 | P | |||||
| CAPITAL GAIN DIVIDENDS | $27,327 | P | |||||
| CAPITAL GAIN DIVIDENDS | $27,327 | P | |||||
| CAPITAL GAIN DIVIDENDS | $27,327 | P | |||||
| CAPITAL GAIN DIVIDENDS | $27,327 | P | |||||
| CAPITAL GAIN DIVIDENDS | $27,327 | P | |||||
| CAPITAL GAIN DIVIDENDS | $27,327 | P | |||||
| CAPITAL GAIN DIVIDENDS | $27,327 | P | |||||
| CAPITAL GAIN DIVIDENDS | $27,327 | P | |||||
| CAPITAL GAIN DIVIDENDS | $27,327 | P | |||||
| CAPITAL GAIN DIVIDENDS | $27,327 | P | |||||
| CAPITAL GAIN DIVIDENDS | $27,327 | P | |||||
| CAPITAL GAIN DIVIDENDS | $27,327 | P | |||||
| CAPITAL GAIN DIVIDENDS | $27,327 | P | |||||
| CAPITAL GAIN DIVIDENDS | $27,327 | P | |||||
| CAPITAL GAIN DIVIDENDS | $27,327 | P | |||||
| CAPITAL GAIN DIVIDENDS | $27,327 | P | |||||
| CAPITAL GAIN DIVIDENDS | $27,327 | P | |||||
| CAPITAL GAIN DIVIDENDS | $27,327 | P | |||||
| CAPITAL GAIN DIVIDENDS | $27,327 | P | |||||
| CAPITAL GAIN DIVIDENDS | $27,327 | P | |||||
| CAPITAL GAIN DIVIDENDS | $27,327 | P | |||||
| CAPITAL GAIN DIVIDENDS | $27,327 | P | |||||
| CAPITAL GAIN DIVIDENDS | $27,327 | P | |||||
| CAPITAL GAIN DIVIDENDS | $27,327 | P | |||||
| CAPITAL GAIN DIVIDENDS | $27,327 | P | |||||
| CAPITAL GAIN DIVIDENDS | $27,327 | P | |||||
| CAPITAL GAIN DIVIDENDS | $27,327 | P | |||||
| CAPITAL GAIN DIVIDENDS | $27,327 | P | |||||
| CAPITAL GAIN DIVIDENDS | $27,327 | P | |||||
| CAPITAL GAIN DIVIDENDS | $27,327 | P | |||||
| CAPITAL GAIN DIVIDENDS | $27,327 | P | |||||
| CAPITAL GAIN DIVIDENDS | $27,327 | P | |||||
| CAPITAL GAIN DIVIDENDS | $27,327 | P | |||||
| CAPITAL GAIN DIVIDENDS | $27,327 | P | |||||
| CAPITAL GAIN DIVIDENDS | $27,327 | P | |||||
| CAPITAL GAIN DIVIDENDS | $27,327 | P | |||||
| CAPITAL GAIN DIVIDENDS | $27,327 | P | |||||
| CAPITAL GAIN DIVIDENDS | $27,327 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $202,515 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,403 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,403 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,403 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,883 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,883 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,520 | 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 TRUSTEE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4124423927 | 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) |
|---|---|---|
| NECT Filing In Lieu OF Form1041 | Yes (X) | NECTFilingInLieuOFForm1041Ind |
| 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 | $2,375 | 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 | $4,646,370 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $145,822 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,792,192 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,792,192 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $71,883 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,720,309 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $236,015 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $236,015 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,403 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,403 | TotalTaxAmt |
| Distributable Before Adj | $231,612 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $231,612 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $231,612 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $219,168 | 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 | $219,168 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $231,612 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $218,693 | 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 | $219,168 | QualifyingDistributionsAmt |
| Applied To Year1 | $218,693 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $475 | 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 | $231,137 | 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 | ABINGTON MEMORIAL HOSPITAL | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 OLD YORK ROAD | AddressLine1Txt |
| City | ABINGTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 190013720 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusCd |
| Grant Or Contribution Purpose | GENERAL SUPPORT | GrantOrContributionPurposeTxt |
| Amt | $218,693 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $218,693 | 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 | $124,213 | 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 | $202,515 | 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 | $326,728 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $326,728 | 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 | $1,172,011 | $1,922,627 |
| 552746364 MFS EMERGING MKTS DE | |||
| 74440Y884 PGIM HIGH YIELD FUND | |||
| 97717X669 WISDOMTREE U.S. QUAL | |||
| 413838566 OAKMARK INTL SM CAP- | |||
| 543069405 LONGLEAF PARTNERS FD | |||
| 00171A852 AMG RR SM CAP VAL-I | AT COST | $54,783 | $55,754 |
| 00770X675 PZENA EMERG MKTS VAL | AT COST | $93,971 | $124,584 |
| 256210105 DODGE & COX INCOME F | AT COST | $398,596 | $417,178 |
| 461418444 WCM FOCUSED INTL GRO | AT COST | $87,934 | $100,281 |
| 557492485 MADISON MID CAP FUND | |||
| 74256W584 PRINCIPAL MIDCAP FUN | AT COST | $63,241 | $76,877 |
| 89154M702 TOUCHSTONE SANDS EM | AT COST | $125,074 | $121,298 |
| 25434V807 DIMENSIONAL INTERNAT | AT COST | $192,037 | $240,817 |
| 258620566 DOUBLELINE TOTAL RET | |||
| 46429B267 ISHARES U S TREASURY | AT COST | $270,433 | $271,373 |
| 46434V456 ISHARES MSCI INTL QU | |||
| 94987W794 ALLSPRING CORE BOND | |||
| 04314H576 ARTISAN INTL SM/MID- | |||
| 09252M883 BLACKROCK TOTAL RETU | |||
| 411512460 HARBOR MID CAP VALUE | AT COST | $55,416 | $60,289 |
| 589619824 MERIDIAN SMALL CAP G | AT COST | $58,493 | $57,168 |
| 025072349 AVANTIS US LARGE CAP | AT COST | $77,390 | $90,697 |
| 02631W607 AMER FND MULTI-SEC I | AT COST | $218,830 | $218,830 |
| 092528603 ISHARES FLEXIBLE INC | AT COST | $149,584 | $148,759 |
| 37954Y632 GLOBAL X ART INTEL & | AT COST | $208,776 | $213,765 |
| 46138E800 INVESCO CHINA TECHNO | AT COST | $121,144 | $111,124 |
| 46435G326 ISHARES CORE MSCI DE | AT COST | $179,937 | $203,561 |
| 52107V229 LAZARD INTL QLTY GRW | AT COST | $111,284 | $105,071 |
| 74440B884 PRUDENTIAL TOTAL RET | AT COST | $343,099 | $345,910 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $8 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TRANSACTION CHARGES | Desc |
| Revenue And Expenses Per Books | $5,506 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $5,506 | 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 | $1,231 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,388 | $1,388 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $1,635 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $2,883 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $738 | $738 | $0 |