H CLAY & ELEANOR D LARGE FDN TR: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- H CLAY & ELEANOR D LARGE FDN TR (EIN 23-8012647)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-08
- IRS object ID
- 202641289349100324
- 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 Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-08T16:01:42-05:00 | 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 | 238012647 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | H CLAY & ELEANOR D LARGE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HCLA | BusinessNameControlTxt |
| Phone | 2162223075 | 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 | 2162223075 | PhoneNum |
| Signature | 2026-03-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAWRENCE MCGUIRE | PreparerPersonNm |
| PTIN | P01233953 | PTIN |
| Phone | 4123556000 | PhoneNum |
| Preparation | 2026-03-30 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,420,056 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $59,698 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $59,473 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $132,983 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,030,022 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $132,983 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $192,681 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $192,456 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $31,078 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $24,862 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $6,216 | 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 | $2,824 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,029 | 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 | $33,902 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,891 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,216 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $101,408 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $101,408 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $135,310 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,891 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $107,624 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $57,371 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $166,565 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $68,284 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $83,861 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $83,861 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $1,856,014 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,898,244 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,336,195 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,924,298 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,982,105 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,420,056 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,924,298 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,982,105 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,924,298 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,982,105 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,924,298 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,982,105 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,924,298 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $57,371 | ExcessRevenueOverExpensesAmt |
| Other Increases | $444 | OtherIncreasesAmt |
| Subtotal | $1,982,113 | SubtotalAmt |
| Other Decreases | $8 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,982,105 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (104 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 694.365 AMG RR SM CAP VAL-I | 2022-03-01 | 2025-03-11 | $10,652 | $9,936 | $716 | $716 | |
| 1551.875 ARTISAN INTL SM/MID-INST | 2024-08-20 | 2025-03-11 | $27,127 | $28,865 | -$1,738 | -$1,738 | |
| 101. DIMENSIONAL INTERNATIONAL VA | 2023-11-14 | 2025-03-11 | $3,951 | $3,302 | $649 | $649 | |
| 298.383 DODGE & COX INCOME FUND | 2022-10-20 | 2025-03-11 | $3,784 | $3,491 | $293 | $293 | |
| 771.337 DOUBLELINE TOTAL RETURN BOND | 2023-05-25 | 2025-03-11 | $6,826 | $6,803 | $23 | $23 | |
| 653.642 HARBOR MID CAP VALUE | 2024-06-11 | 2025-03-11 | $16,315 | $16,504 | -$189 | -$189 | |
| 1384.153 OAKMARK INTL SM CAP-R6 | 2018-02-08 | 2025-03-11 | $27,212 | $18,739 | $8,473 | $8,473 | |
| 11. ISHARES CORE S&P 500 | 2022-03-01 | 2025-03-11 | $6,200 | $4,773 | $1,427 | $1,427 | |
| 89. ISHARES MSCI INTL QUALITY | 2023-04-19 | 2025-03-11 | $3,564 | $3,206 | $358 | $358 | |
| 118.32 MFS EMERGING MKTS DEBT FD-R6 | 2020-12-17 | 2025-03-11 | $1,428 | $1,819 | -$391 | -$391 | |
| 2311.052 MADISON MID CAP FUND-R6 | 2018-02-08 | 2025-03-11 | $37,092 | $23,079 | $14,013 | $14,013 | |
| 746.951 MERIDIAN SMALL CAP GROW-INSTL | 2024-06-11 | 2025-03-11 | $9,113 | $9,561 | -$448 | -$448 | |
| 51.273 PRINCIPAL MIDCAP FUND-R6 | 2018-02-08 | 2025-03-11 | $2,211 | $1,341 | $870 | $870 | |
| 228.625 PGIM HIGH YIELD FUND | 2019-06-14 | 2025-03-11 | $1,097 | $1,246 | -$149 | -$149 | |
| 184.028 ALLSPRING CORE BOND FUND | 2023-05-25 | 2025-03-11 | $2,034 | $2,022 | $12 | $12 | |
| 24. WISDOMTREE U.S. QUALITY DIVI | 2023-09-26 | 2025-03-11 | $1,905 | $1,528 | $377 | $377 | |
| 168.946 PZENA EMERG MKTS VALUE-INST | 2022-09-15 | 2025-08-26 | $2,472 | $1,774 | $698 | $698 | |
| 9. AVANTIS US LARGE CAP VALUE | 2025-03-11 | 2025-08-26 | $642 | $582 | $60 | $60 | |
| 12851.459 BLACKROCK TOTAL RETURN-I | 2024-08-26 | 2025-08-26 | $127,872 | $130,274 | -$2,402 | -$2,402 | |
| 305.054 BLACKROCK TOTAL RETURN-I | 2025-03-11 | 2025-08-26 | $3,035 | $3,008 | $27 | $27 | |
| 73. DIMENSIONAL INTERNATIONAL VA | 2023-11-14 | 2025-08-26 | $3,321 | $2,386 | $935 | $935 | |
| 32.483 DOUBLELINE TOTAL RETURN BOND | 2024-08-26 | 2025-08-26 | $289 | $293 | -$4 | -$4 | |
| 7300.697 DOUBLELINE TOTAL RETURN BOND | 2023-05-25 | 2025-08-26 | $64,903 | $64,380 | $523 | $523 | |
| 265.954 SEAFARER OVERSEAS GROWTH & | 2018-12-13 | 2025-08-26 | $3,683 | $2,798 | $885 | $885 | |
| 248.77 WCM FOCUSED INTL GROWTH-INS | 2018-10-24 | 2025-08-26 | $6,607 | $3,652 | $2,955 | $2,955 | |
| 83. ISHARES CORE S&P 500 | 2022-03-01 | 2025-08-26 | $53,598 | $36,012 | $17,586 | $17,586 | |
| 37. ISHARES CORE MSCI DEV MKTS | 2025-03-11 | 2025-08-26 | $2,899 | $2,550 | $349 | $349 | |
| 203.516 LONGLEAF PARTNERS FDS TR | 2021-03-24 | 2025-08-26 | $3,657 | $3,769 | -$112 | -$112 | |
| 1522.833 MFS EMERGING MKTS DEBT FD-R6 | 2024-08-26 | 2025-08-26 | $18,822 | $18,609 | $213 | $213 | |
| 1619.066 MFS EMERGING MKTS DEBT FD-R6 | 2020-12-17 | 2025-08-26 | $20,012 | $23,530 | -$3,518 | -$3,518 | |
| 6172.944 PGIM HIGH YIELD FUND | 2024-10-08 | 2025-08-26 | $30,186 | $29,939 | $247 | $247 | |
| 3980.605 PGIM HIGH YIELD FUND | 2019-06-14 | 2025-08-26 | $19,465 | $21,974 | -$2,509 | -$2,509 | |
| 119.277 TOUCHSTONE SANDS EM GR-R6 | 2021-03-24 | 2025-08-26 | $1,980 | $2,473 | -$493 | -$493 | |
| 8807.677 ALLSPRING CORE BOND FUND | 2023-05-25 | 2025-08-26 | $97,853 | $96,740 | $1,113 | $1,113 | |
| 5. WISDOMTREE U.S. QUALITY DIVI | 2023-09-26 | 2025-08-26 | $435 | $318 | $117 | $117 | |
| 250.04 LONGLEAF PARTNERS FDS TR | 2025-03-11 | 2025-09-03 | $4,493 | $3,878 | $615 | $615 | |
| 2338.859 LONGLEAF PARTNERS FDS TR | 2021-03-24 | 2025-09-03 | $42,029 | $42,568 | -$539 | -$539 | |
| 488. AVANTIS US LARGE CAP VALUE | 2025-03-11 | 2025-09-23 | $35,412 | $31,551 | $3,861 | $3,861 | |
| 393.655 SEAFARER OVERSEAS GROWTH & | 2025-03-11 | 2025-09-23 | $5,657 | $4,704 | $953 | $953 | |
| 3877.934 SEAFARER OVERSEAS GROWTH & | 2019-01-10 | 2025-09-23 | $55,726 | $56,527 | -$801 | -$801 | |
| 1590.612 WCM FOCUSED INTL GROWTH-INS | 2018-10-24 | 2025-09-23 | $43,821 | $23,350 | $20,471 | $20,471 | |
| 1895. ISHARES MSCI INTL QUALITY | 2023-04-19 | 2025-09-23 | $83,709 | $68,040 | $15,669 | $15,669 | |
| 19. WISDOMTREE U.S. QUALITY DIVI | 2024-11-19 | 2025-09-23 | $1,700 | $1,580 | $120 | $120 | |
| 921. WISDOMTREE U.S. QUALITY DIVI | 2023-09-26 | 2025-09-23 | $82,396 | $58,655 | $23,741 | $23,741 | |
| 41.625 PZENA EMERG MKTS VALUE-INST | 2022-09-15 | 2025-10-29 | $646 | $437 | $209 | $209 | |
| 33. DIMENSIONAL INTERNATIONAL VA | 2023-11-14 | 2025-10-29 | $1,546 | $1,079 | $467 | $467 | |
| 38.348 DODGE & COX INCOME FUND | 2022-10-20 | 2025-10-29 | $497 | $449 | $48 | $48 | |
| 9. INVESCO CHINA TECHNOLOGY | 2025-09-23 | 2025-10-29 | $526 | $510 | $16 | $16 | |
| 51. ISHARES CORE S&P 500 | 2022-03-01 | 2025-10-29 | $35,257 | $22,128 | $13,129 | $13,129 | |
| 6. ISHARES U S TREASURY BOND | 2023-05-25 | 2025-10-29 | $140 | $138 | $2 | $2 | |
| 20. ISHARES CORE MSCI DEV MKTS | 2025-03-11 | 2025-10-29 | $1,633 | $1,378 | $255 | $255 | |
| 104.694 PRUDENTIAL TOTAL RETURN BOND | 2025-08-26 | 2025-10-29 | $1,283 | $1,264 | $19 | $19 | |
| CAPITAL GAIN DIVIDENDS | $13,289 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,289 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,289 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,289 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,289 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,289 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,289 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,289 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,289 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,289 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,289 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,289 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,289 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,289 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,289 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,289 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,289 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,289 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,289 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,289 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,289 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,289 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,289 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,289 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,289 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,289 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,289 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,289 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,289 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,289 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,289 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,289 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,289 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,289 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,289 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,289 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,289 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,289 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,289 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,289 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,289 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,289 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,289 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,289 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,289 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,289 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,289 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,289 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,289 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,289 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,289 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,289 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $132,983 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,315 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,315 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,315 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,263 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,263 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,052 | 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 N A | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2162223075 | 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 | $31,078 | 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 | $2,258,730 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $57,540 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,316,270 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,316,270 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $34,744 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,281,526 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $114,076 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $114,076 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,315 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,315 | TotalTaxAmt |
| Distributable Before Adj | $111,761 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $111,761 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $111,761 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $107,624 | 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 | $107,624 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $111,761 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $101,408 | 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 | $107,624 | QualifyingDistributionsAmt |
| Applied To Year1 | $101,408 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,216 | 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 | $105,545 | 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 (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALZHEIMERS RESEARCH FDN | |||||||
| 1230 YORK AVENUE BOX 164 | NEW YORK | NY | 100656399 | NONE | PC | GENERAL SUPPORT | $25,352 |
| DOYLESTOWN HOSPITAL | |||||||
| 595 WEST STATE STREET | DOYLESTOWN | PA | 189012554 | NONE | PC | GENERAL SUPPORT | $25,352 |
| FOREST GROVE PRESBYTERIAN CHURCH | |||||||
| FOREST GROVE ROAD | FOREST GROVE | PA | 189220462 | NONE | PC | GENERAL SUPPORT | $25,352 |
| DOYLESTOWN FIRE CO NO 1 | |||||||
| 68 SHEWELL AVENUE | DOYLESTOWN | PA | 189010208 | NONE | PC | GENERAL SUPPORT | $25,352 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $101,408 | 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 | $59,698 | 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 | $132,983 | 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 | $192,681 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $192,681 | 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 | |||
| 461418444 WCM FOCUSED INTL GRO | AT COST | $35,821 | $48,797 |
| 464287200 ISHARES CORE S&P 500 | AT COST | $541,776 | $891,107 |
| 552746364 MFS EMERGING MKTS DE | |||
| 557492485 MADISON MID CAP FUND | |||
| 74256W584 PRINCIPAL MIDCAP FUN | AT COST | $21,591 | $37,419 |
| 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 | $26,415 | $26,976 |
| 00770X675 PZENA EMERG MKTS VAL | AT COST | $44,911 | $59,985 |
| 256210105 DODGE & COX INCOME F | AT COST | $193,575 | $202,493 |
| 89154M702 TOUCHSTONE SANDS EM | AT COST | $61,848 | $59,027 |
| 25434V807 DIMENSIONAL INTERNAT | AT COST | $92,493 | $115,519 |
| 258620566 DOUBLELINE TOTAL RET | |||
| 46429B267 ISHARES U S TREASURY | AT COST | $131,595 | $131,910 |
| 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 | $27,036 | $29,413 |
| 589619824 MERIDIAN SMALL CAP G | AT COST | $28,537 | $27,891 |
| 025072349 AVANTIS US LARGE CAP | AT COST | $37,628 | $44,098 |
| 02631W607 AMER FND MULTI-SEC I | AT COST | $105,491 | $105,491 |
| 092528603 ISHARES FLEXIBLE INC | AT COST | $73,765 | $73,350 |
| 37954Y632 GLOBAL X ART INTEL & | AT COST | $110,870 | $113,520 |
| 46138E800 INVESCO CHINA TECHNO | AT COST | $58,446 | $53,612 |
| 46435G326 ISHARES CORE MSCI DE | AT COST | $86,585 | $97,409 |
| 52107V229 LAZARD INTL QLTY GRW | AT COST | $54,151 | $51,128 |
| 74440B884 PRUDENTIAL TOTAL RET | AT COST | $165,710 | $167,050 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ROC ON CY SALES | $1 |
| ROUNDING | $7 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MUTUAL FUND TIMING ADJ | Desc |
| Amt | $444 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $672 | $672 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $532 | $0 | $0 |
| FEDERAL ESTIMATES - INCOME | $1,263 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $357 | $357 | $0 |
Comments