VERNON S LEHR SCHOLARSHIP FUND TR: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- VERNON S LEHR SCHOLARSHIP FUND TR (EIN 25-1872650)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-08
- IRS object ID
- 202641289349103704
- 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
- Legal Fees Schedule
- Other Decreases Schedule
- Other Increases Schedule
- Other Professional Fees 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 | 251872650 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VERNON S LEHR SCHOLARSHIP FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEHR | BusinessNameControlTxt |
| Phone | 4122094802 | 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 | 4122094802 | PhoneNum |
| Signature | 2026-04-21 | 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 | 2026-04-21 | 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 | $2,931,136 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $72,825 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $72,561 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $137,444 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,171,429 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $137,444 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $210,269 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $210,005 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $31,368 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $18,821 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $12,547 | 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 Rev And Expnss | $275 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $275 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $9,340 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $9,340 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,922 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,208 | 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 | $44,905 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20,029 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $22,162 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $109,222 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $109,222 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $154,127 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20,029 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $131,384 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $56,142 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $189,976 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $119,410 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $145,438 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $145,438 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $2,212,884 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,264,257 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,785,698 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,332,294 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,409,695 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,931,136 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,332,294 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,409,695 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,332,294 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,409,695 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,332,294 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,409,695 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,332,294 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $56,142 | ExcessRevenueOverExpensesAmt |
| Other Increases | $21,269 | OtherIncreasesAmt |
| Subtotal | $2,409,705 | SubtotalAmt |
| Other Decreases | $10 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,409,695 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (98 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 851.936 AMG RR SM CAP VAL-I | 2022-03-01 | 2025-03-11 | $13,069 | $12,191 | $878 | $878 | |
| 1803.691 ARTISAN INTL SM/MID-INST | 2024-08-20 | 2025-03-11 | $31,529 | $33,549 | -$2,020 | -$2,020 | |
| 16.782 BLACKROCK TOTAL RETURN-I | 2024-08-26 | 2025-03-11 | $165 | $170 | -$5 | -$5 | |
| 109. DIMENSIONAL INTERNATIONAL VA | 2023-11-14 | 2025-03-11 | $4,264 | $3,563 | $701 | $701 | |
| 94.573 DODGE & COX INCOME FUND | 2022-10-21 | 2025-03-11 | $1,199 | $1,106 | $93 | $93 | |
| 532.879 DOUBLELINE TOTAL RETURN BOND | 2023-05-25 | 2025-03-11 | $4,716 | $4,700 | $16 | $16 | |
| 754.747 HARBOR MID CAP VALUE | 2024-06-11 | 2025-03-11 | $18,838 | $19,057 | -$219 | -$219 | |
| 1622.513 OAKMARK INTL SM CAP-R6 | 2018-12-27 | 2025-03-11 | $31,899 | $22,328 | $9,571 | $9,571 | |
| 21. ISHARES U S TREASURY BOND | 2023-05-25 | 2025-03-11 | $481 | $483 | -$2 | -$2 | |
| 14. ISHARES MSCI INTL QUALITY | 2023-04-19 | 2025-03-11 | $561 | $504 | $57 | $57 | |
| 33.055 MFS EMERGING MKTS DEBT FD-R6 | 2021-02-22 | 2025-03-11 | $399 | $498 | -$99 | -$99 | |
| 2774.807 MADISON MID CAP FUND-R6 | 2018-05-24 | 2025-03-11 | $44,536 | $28,560 | $15,976 | $15,976 | |
| 920.127 MERIDIAN SMALL CAP GROW-INSTL | 2024-06-11 | 2025-03-11 | $11,226 | $11,778 | -$552 | -$552 | |
| 6.527 PRINCIPAL MIDCAP FUND-R6 | 2018-05-24 | 2025-03-11 | $281 | $181 | $100 | $100 | |
| 183.455 PGIM HIGH YIELD FUND | 2019-07-05 | 2025-03-11 | $881 | $1,009 | -$128 | -$128 | |
| 142.229 ALLSPRING CORE BOND FUND | 2023-05-25 | 2025-03-11 | $1,572 | $1,563 | $9 | $9 | |
| 13. WISDOMTREE U.S. QUALITY DIVI | 2023-09-26 | 2025-03-11 | $1,032 | $828 | $204 | $204 | |
| 50. DIMENSIONAL INTERNATIONAL VA | 2023-11-14 | 2025-05-13 | $2,059 | $1,635 | $424 | $424 | |
| 354.407 WCM FOCUSED INTL GROWTH-INS | 2018-10-24 | 2025-05-13 | $8,899 | $5,203 | $3,696 | $3,696 | |
| 74. ISHARES CORE S&P 500 | 2022-03-01 | 2025-05-13 | $43,734 | $32,107 | $11,627 | $11,627 | |
| 98. ISHARES MSCI INTL QUALITY | 2023-04-19 | 2025-05-13 | $4,122 | $3,530 | $592 | $592 | |
| 47. ISHARES CORE MSCI DEV MKTS | 2025-03-11 | 2025-05-13 | $3,441 | $3,239 | $202 | $202 | |
| 191.924 LONGLEAF PARTNERS FDS TR | 2021-03-24 | 2025-05-13 | $3,176 | $3,554 | -$378 | -$378 | |
| 135.048 TOUCHSTONE SANDS EM GR-R6 | 2021-03-24 | 2025-05-13 | $2,169 | $2,800 | -$631 | -$631 | |
| 266.226 PZENA EMERG MKTS VALUE-INST | 2022-09-15 | 2025-08-26 | $3,895 | $2,795 | $1,100 | $1,100 | |
| 36. AVANTIS US LARGE CAP VALUE | 2025-03-11 | 2025-08-26 | $2,568 | $2,328 | $240 | $240 | |
| 15672.468 BLACKROCK TOTAL RETURN-I | 2024-08-26 | 2025-08-26 | $155,941 | $158,919 | -$2,978 | -$2,978 | |
| 58. DIMENSIONAL INTERNATIONAL VA | 2023-11-14 | 2025-08-26 | $2,639 | $1,896 | $743 | $743 | |
| 8736.342 DOUBLELINE TOTAL RETURN BOND | 2023-05-25 | 2025-08-26 | $77,666 | $76,691 | $975 | $975 | |
| 401.13 SEAFARER OVERSEAS GROWTH & | 2021-03-24 | 2025-08-26 | $5,556 | $5,969 | -$413 | -$413 | |
| 51. ISHARES CORE S&P 500 | 2022-03-01 | 2025-08-26 | $32,934 | $22,128 | $10,806 | $10,806 | |
| 101.874 LONGLEAF PARTNERS FDS TR | 2021-03-24 | 2025-08-26 | $1,831 | $1,887 | -$56 | -$56 | |
| 1720.548 MFS EMERGING MKTS DEBT FD-R6 | 2024-08-26 | 2025-08-26 | $21,266 | $21,025 | $241 | $241 | |
| 2022.535 MFS EMERGING MKTS DEBT FD-R6 | 2021-02-22 | 2025-08-26 | $24,999 | $29,838 | -$4,839 | -$4,839 | |
| 23.647 PRINCIPAL MIDCAP FUND-R6 | 2018-05-24 | 2025-08-26 | $1,136 | $656 | $480 | $480 | |
| 7206.359 PGIM HIGH YIELD FUND | 2024-10-08 | 2025-08-26 | $35,239 | $34,951 | $288 | $288 | |
| 4890.013 PGIM HIGH YIELD FUND | 2019-07-05 | 2025-08-26 | $23,912 | $27,032 | -$3,120 | -$3,120 | |
| 54.36 TOUCHSTONE SANDS EM GR-R6 | 2021-03-24 | 2025-08-26 | $902 | $1,127 | -$225 | -$225 | |
| 10492.977 ALLSPRING CORE BOND FUND | 2023-05-25 | 2025-08-26 | $116,577 | $115,164 | $1,413 | $1,413 | |
| 25. WISDOMTREE U.S. QUALITY DIVI | 2023-09-26 | 2025-08-26 | $2,177 | $1,592 | $585 | $585 | |
| 319.095 LONGLEAF PARTNERS FDS TR | 2025-03-11 | 2025-09-03 | $5,734 | $4,949 | $785 | $785 | |
| 2713.89 LONGLEAF PARTNERS FDS TR | 2021-03-24 | 2025-09-03 | $48,769 | $48,765 | $4 | $4 | |
| 568. AVANTIS US LARGE CAP VALUE | 2025-03-11 | 2025-09-23 | $41,218 | $36,723 | $4,495 | $4,495 | |
| 71.795 SEAFARER OVERSEAS GROWTH & | 2025-03-11 | 2025-09-23 | $1,032 | $858 | $174 | $174 | |
| 4932.519 SEAFARER OVERSEAS GROWTH & | 2021-03-24 | 2025-09-23 | $70,880 | $70,348 | $532 | $532 | |
| 1875.07 WCM FOCUSED INTL GROWTH-INS | 2018-10-24 | 2025-09-23 | $51,658 | $27,526 | $24,132 | $24,132 | |
| 2160. ISHARES MSCI INTL QUALITY | 2023-04-19 | 2025-09-23 | $95,415 | $77,652 | $17,763 | $17,763 | |
| 2. WISDOMTREE U.S. QUALITY DIVI | 2024-11-19 | 2025-09-23 | $179 | $166 | $13 | $13 | |
| 1099. WISDOMTREE U.S. QUALITY DIVI | 2023-09-26 | 2025-09-23 | $98,321 | $69,991 | $28,330 | $28,330 | |
| CAPITAL GAIN DIVIDENDS | $15,639 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,639 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,639 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,639 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,639 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,639 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,639 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,639 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,639 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,639 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,639 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,639 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,639 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,639 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,639 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,639 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,639 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,639 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,639 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,639 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,639 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,639 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,639 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,639 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,639 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,639 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,639 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,639 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,639 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,639 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,639 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,639 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,639 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,639 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,639 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,639 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,639 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,639 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,639 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,639 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,639 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,639 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,639 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,639 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,639 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,639 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,639 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,639 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,639 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $137,444 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,641 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,641 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,641 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,739 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,739 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $902 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PNC BANK NA - TRUSTEE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4122094802 | 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 | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| 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 | $31,368 | 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 | $2,663,314 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $120,621 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,783,935 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,783,935 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $41,759 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,742,176 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $137,109 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $137,109 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,641 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,641 | TotalTaxAmt |
| Distributable Before Adj | $134,468 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $20,723 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $155,191 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $155,191 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $131,384 | 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 | $131,384 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $155,191 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $109,225 | 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 | $131,384 | QualifyingDistributionsAmt |
| Applied To Year1 | $109,225 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $22,159 | 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 | $133,032 | 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
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Attn Tracy Ward SAI | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7900 International Drive Suite 500 | AddressLine1Txt |
| City | Minneapolis | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55425 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8005374180 | RecipientPhoneNum |
| Form And Info And Materials | Available at student's High School | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | March 16th | SubmissionDeadlinesTxt |
| Restrictions On Awards | Be a current high school senior at the following high schools: Bermudian Springs HS, Delone Catholic HS, Hanover HS and New Oxford HS. Min 3.0 GPA | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| ELLA BENZEL | ||||||||
| C/O PNC BANK | 500 FIRST AVE P7-PFSC-03-Z | PITTSBURGH | PA | 15219 | NONE | I | SCHOLARSHIP | $8,111 |
| ELLA KUHN | ||||||||
| C/O PNC BANK | 500 FIRST AVE P7-PFSC-03-Z | PITTSBURGH | PA | 15219 | NONE | I | SCHOLARSHIP | $8,111 |
| ANDREW NAWN | ||||||||
| C/O PNC BANK | 500 FIRST AVE P7-PFSC-03-Z | PITTSBURGH | PA | 15219 | NONE | I | SCHOLARSHIP | $8,111 |
| TYLER KELICAN | ||||||||
| C/O PNC BANK | 500 FIRST AVE P7-PFSC-03-Z | PITTSBURGH | PA | 15219 | NONE | I | SCHOLARSHIP | $5,000 |
| ALLISON HORICK | ||||||||
| C/O PNC BANK | 500 FIRST AVE P7-PFSC-03-Z | PITTSBURGH | PA | 15219 | NONE | I | SCHOLARSHIP | $8,111 |
| ANNABELLE BIGGINS | ||||||||
| C/O PNC BANK | 500 FIRST AVE P7-PFSC-03-Z | PITTSBURGH | PA | 15219 | NONE | I | SCHOLARSHIP | $8,111 |
| OLIVIA KEEFER | ||||||||
| C/O PNC BANK | 500 FIRST AVE P7-PFSC-03-Z | PITTSBURGH | PA | 15219 | NONE | I | SCHOLARSHIP | $8,111 |
| KIEFER BELL | ||||||||
| C/O PNC BANK | 500 FIRST AVE P7-PFSC-03-Z | PITTSBURGH | PA | 15219 | NONE | I | SCHOLARSHIP | $8,111 |
| JORDAN WARFIELD | ||||||||
| C/O PNC BANK NA | 500 FIRST AVE P7-PFSC-03-Z | PITTSBURGH | PA | 15219 | NONE | I | SCHOLARSHIP | $5,000 |
| ALIZA STAUB | ||||||||
| C/O PNC BANK NA | 500 FIRST AVE P7-PFSC-03-Z | PITTSBURGH | PA | 15219 | NONE | I | GENERAL SUPPORT | $5,000 |
| STELLA RICE | ||||||||
| C/O PNC BANK NA | 500 FIRST AVE P7-PFSC-03-Z | PITTSBURGH | PA | 15219 | NONE | I | SCHOLARSHIP | $5,000 |
| ANNA SMITH | ||||||||
| C/O PNC BANK | 500 FIRST AVE P7-PFSC-03-Z | PITTSBURGH | PA | 15219 | NONE | PC | GENERAL SUPPORT | $8,112 |
| ELIZABETH MOORES | ||||||||
| C/O PNC BANK | 500 FIRST AVE P7-PFSC-03-Z | PITTSBURGH | PA | 15219 | NONE | I | SCHOLARSHIP | $8,111 |
| CARA BRUTON | ||||||||
| C/O PNC BANK | 500 FIRST AVE P7-PFSC-03-Z | PITTSBURGH | PA | 15219 | NONE | I | SCHOLARSHIP | $8,111 |
| ANDREA GUIHER | ||||||||
| C/O PNC BANK | 500 FIRST AVE P7-PFSC-03-Z | PITTSBURGH | PA | 15219 | NONE | PC | GENERAL SUPPORT | $8,111 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $109,222 | 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 | $72,825 | 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 | $137,444 | 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 | $210,269 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $210,269 | 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 | $44,910 | $57,175 |
| 464287200 ISHARES CORE S&P 500 | AT COST | $661,375 | $1,084,945 |
| 552746364 MFS EMERGING MKTS DE | |||
| 557492485 MADISON MID CAP FUND | |||
| 09252M883 BLACKROCK TOTAL RETU | |||
| 74256W584 PRINCIPAL MIDCAP FUN | AT COST | $27,270 | $43,564 |
| 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 | $30,940 | $31,569 |
| 00770X675 PZENA EMERG MKTS VAL | AT COST | $53,910 | $71,033 |
| 256210105 DODGE & COX INCOME F | AT COST | $226,859 | $237,837 |
| 89154M702 TOUCHSTONE SANDS EM | AT COST | $74,717 | $69,161 |
| 25434V807 DIMENSIONAL INTERNAT | AT COST | $109,682 | $137,325 |
| 258620566 DOUBLELINE TOTAL RET | |||
| 46429B267 ISHARES U S TREASURY | AT COST | $153,107 | $153,876 |
| 46434V456 ISHARES MSCI INTL QU | |||
| 94987W794 ALLSPRING CORE BOND | |||
| 04314H576 ARTISAN INTL SM/MID- | |||
| 411512460 HARBOR MID CAP VALUE | AT COST | $32,209 | $35,041 |
| 589619824 MERIDIAN SMALL CAP G | AT COST | $33,998 | $33,227 |
| 025072349 AVANTIS US LARGE CAP | AT COST | $44,093 | $51,675 |
| 02631W607 AMER FND MULTI-SEC I | AT COST | $123,587 | $123,587 |
| 092528603 ISHARES FLEXIBLE INC | AT COST | $86,502 | $86,015 |
| 37954Y632 GLOBAL X ART INTEL & | AT COST | $130,044 | $133,151 |
| 46138E800 INVESCO CHINA TECHNO | AT COST | $69,047 | $63,336 |
| 46435G326 ISHARES CORE MSCI DE | AT COST | $102,916 | $116,049 |
| 52107V229 LAZARD INTL QLTY GRW | AT COST | $63,448 | $59,906 |
| 74440B884 PRUDENTIAL TOTAL RET | AT COST | $195,643 | $197,226 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | NON-ALLOCABLE LEGAL FEES | CategoryTxt |
| Legal Fees | $275 | LegalFeesAmt |
| Disbursements Charitable Prps | $275 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ROUNDING | $6 |
| INCOME ADJ | $4 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| MUTUAL FUND TIMING ADJ | $546 |
| RECOVERY OF GRANTS PAID | $20,723 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GRANTMAKING FEES | CategoryTxt |
| Amt | $9,340 | Amt |
| Disbursements Charitable Prps | $9,340 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $787 | $787 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $975 | $0 | $0 |
| FEDERAL ESTIMATES - INCOME | $1,739 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $421 | $421 | $0 |
Comments