ANNA LAWLER CHARITABLE TR: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- ANNA LAWLER CHARITABLE TR (EIN 36-7515019)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-08
- IRS object ID
- 202641289349103814
- 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
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-08T17:01:42-05:00 | 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 | 367515019 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAWLER ANNA CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LAWL | BusinessNameControlTxt |
| Phone | 4122094730 | 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 | 4122094730 | 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 | $2,655,038 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $66,030 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $65,785 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $121,707 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,083,582 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $121,707 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $187,737 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $187,492 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $29,186 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $23,349 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $5,837 | 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 Rev And Expnss | $7,316 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $7,316 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,787 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,125 | 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 | $39,289 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $24,474 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $13,153 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $105,920 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $105,920 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $145,209 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $24,474 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $119,073 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $42,528 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $163,018 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $96,359 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $74,746 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $74,746 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $1,986,932 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,051,634 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,580,292 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,083,291 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,126,380 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,655,038 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,083,291 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,126,380 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,083,291 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,126,380 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,083,291 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,126,380 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,083,291 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $42,528 | ExcessRevenueOverExpensesAmt |
| Other Increases | $615 | OtherIncreasesAmt |
| Subtotal | $2,126,434 | SubtotalAmt |
| Other Decreases | $54 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,126,380 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (112 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 702.734 AMG RR SM CAP VAL-I | 2024-06-11 | 2025-03-11 | $10,780 | $10,850 | -$70 | -$70 | |
| 1620.812 ARTISAN INTL SM/MID-INST | 2024-08-20 | 2025-03-11 | $28,332 | $30,147 | -$1,815 | -$1,815 | |
| 51.553 BAIRD MIDCAP INST | 2024-06-11 | 2025-03-11 | $1,099 | $1,223 | -$124 | -$124 | |
| 66. DIMENSIONAL INTERNATIONAL VA | 2023-11-14 | 2025-03-11 | $2,582 | $2,159 | $423 | $423 | |
| 207.034 DODGE & COX INCOME FUND | 2024-10-08 | 2025-03-11 | $2,625 | $2,648 | -$23 | -$23 | |
| 46.149 DODGE & COX INCOME FUND | 2022-06-23 | 2025-03-11 | $585 | $595 | -$10 | -$10 | |
| 31.014 DOUBLELINE TOTAL RETURN BOND | 2024-08-26 | 2025-03-11 | $274 | $280 | -$6 | -$6 | |
| 659.231 DOUBLELINE TOTAL RETURN BOND | 2023-05-25 | 2025-03-11 | $5,834 | $5,822 | $12 | $12 | |
| 202.363 HARBOR MID CAP VALUE | 2024-06-11 | 2025-03-11 | $5,051 | $5,110 | -$59 | -$59 | |
| 1472.686 OAKMARK INTL SM CAP-R6 | 2019-04-04 | 2025-03-11 | $28,953 | $20,580 | $8,373 | $8,373 | |
| 23. ISHARES CORE S&P 500 | 2024-11-19 | 2025-03-11 | $12,963 | $13,598 | -$635 | -$635 | |
| 3. ISHARES MSCI INTL QUALITY | 2023-04-19 | 2025-03-11 | $120 | $108 | $12 | $12 | |
| 34.424 MFS EMERGING MKTS DEBT FD-R6 | 2019-04-04 | 2025-03-11 | $416 | $496 | -$80 | -$80 | |
| 732.378 MERIDIAN SMALL CAP GROW-INSTL | 2024-06-11 | 2025-03-11 | $8,935 | $9,374 | -$439 | -$439 | |
| 183.489 PGIM HIGH YIELD FUND | 2019-04-04 | 2025-03-11 | $881 | $996 | -$115 | -$115 | |
| 890.246 TOUCHSTONE MID CAP-R6 | 2022-03-01 | 2025-03-11 | $46,631 | $39,886 | $6,745 | $6,745 | |
| 143.653 ALLSPRING CORE BOND FUND | 2023-05-25 | 2025-03-11 | $1,587 | $1,579 | $8 | $8 | |
| 20. WISDOMTREE U.S. QUALITY DIVI | 2024-11-19 | 2025-03-11 | $1,588 | $1,663 | -$75 | -$75 | |
| 13. WISDOMTREE U.S. QUALITY DIVI | 2023-09-26 | 2025-03-11 | $1,032 | $828 | $204 | $204 | |
| 161.572 PZENA EMERG MKTS VALUE-INST | 2025-03-11 | 2025-08-26 | $2,364 | $2,047 | $317 | $317 | |
| 14037.554 BLACKROCK TOTAL RETURN-I | 2024-08-26 | 2025-08-26 | $139,674 | $142,279 | -$2,605 | -$2,605 | |
| 326.162 BLACKROCK TOTAL RETURN-I | 2025-03-11 | 2025-08-26 | $3,245 | $3,216 | $29 | $29 | |
| 72. DIMENSIONAL INTERNATIONAL VA | 2023-11-14 | 2025-08-26 | $3,275 | $2,355 | $920 | $920 | |
| 8006.066 DOUBLELINE TOTAL RETURN BOND | 2023-05-25 | 2025-08-26 | $71,174 | $70,333 | $841 | $841 | |
| 260.224 SEAFARER OVERSEAS GROWTH & | 2021-03-24 | 2025-08-26 | $3,604 | $3,872 | -$268 | -$268 | |
| 174.428 WCM FOCUSED INTL GROWTH-INS | 2025-03-11 | 2025-08-26 | $4,633 | $4,008 | $625 | $625 | |
| 73.526 WCM FOCUSED INTL GROWTH-INS | 2022-06-23 | 2025-08-26 | $1,953 | $1,376 | $577 | $577 | |
| 79. ISHARES CORE S&P 500 | 2024-11-19 | 2025-08-26 | $51,015 | $46,705 | $4,310 | $4,310 | |
| 1. ISHARES CORE S&P 500 | 2023-03-06 | 2025-08-26 | $646 | $408 | $238 | $238 | |
| 28. ISHARES CORE MSCI DEV MKTS | 2025-03-11 | 2025-08-26 | $2,194 | $1,930 | $264 | $264 | |
| 203.941 LONGLEAF PARTNERS FDS TR | 2021-03-24 | 2025-08-26 | $3,665 | $3,777 | -$112 | -$112 | |
| 1590.444 MFS EMERGING MKTS DEBT FD-R6 | 2024-08-26 | 2025-08-26 | $19,658 | $19,435 | $223 | $223 | |
| 1839.753 MFS EMERGING MKTS DEBT FD-R6 | 2019-04-04 | 2025-08-26 | $22,739 | $23,426 | -$687 | -$687 | |
| 6668.454 PGIM HIGH YIELD FUND | 2024-10-08 | 2025-08-26 | $32,609 | $32,342 | $267 | $267 | |
| 4416.777 PGIM HIGH YIELD FUND | 2019-04-04 | 2025-08-26 | $21,598 | $22,522 | -$924 | -$924 | |
| 34.724 TOUCHSTONE SANDS EM GR-R6 | 2022-01-24 | 2025-08-26 | $576 | $611 | -$35 | -$35 | |
| 9615.862 ALLSPRING CORE BOND FUND | 2023-05-25 | 2025-08-26 | $106,832 | $105,634 | $1,198 | $1,198 | |
| 298.917 LONGLEAF PARTNERS FDS TR | 2025-03-11 | 2025-09-03 | $5,372 | $4,636 | $736 | $736 | |
| 2545.853 LONGLEAF PARTNERS FDS TR | 2021-03-24 | 2025-09-03 | $45,749 | $43,893 | $1,856 | $1,856 | |
| 22. DIMENSIONAL INTERNATIONAL VA | 2025-09-03 | 2025-09-15 | $1,023 | $993 | $30 | $30 | |
| 216.116 DODGE & COX INCOME FUND | 2024-10-08 | 2025-09-15 | $2,818 | $2,764 | $54 | $54 | |
| 69.233 SEAFARER OVERSEAS GROWTH & | 2021-03-24 | 2025-09-15 | $993 | $1,030 | -$37 | -$37 | |
| 43.977 HARBOR MID CAP VALUE | 2024-06-11 | 2025-09-15 | $1,256 | $1,110 | $146 | $146 | |
| 27. ISHARES CORE S&P 500 | 2023-03-06 | 2025-09-15 | $17,909 | $11,015 | $6,894 | $6,894 | |
| 14. ISHARES U S TREASURY BOND | 2023-05-25 | 2025-09-15 | $325 | $326 | -$1 | -$1 | |
| 9. ISHARES MSCI INTL QUALITY | 2023-04-19 | 2025-09-15 | $397 | $324 | $73 | $73 | |
| 18. ISHARES CORE MSCI DEV MKTS | 2025-03-11 | 2025-09-15 | $1,444 | $1,240 | $204 | $204 | |
| 73.886 PRUDENTIAL TOTAL RETURN BOND | 2025-08-26 | 2025-09-15 | $906 | $892 | $14 | $14 | |
| 124.242 TOUCHSTONE SANDS EM GR-R6 | 2022-01-24 | 2025-09-15 | $2,141 | $2,187 | -$46 | -$46 | |
| 5. WISDOMTREE U.S. QUALITY DIVI | 2023-09-26 | 2025-09-15 | $443 | $318 | $125 | $125 | |
| 547. AVANTIS US LARGE CAP VALUE | 2025-03-11 | 2025-09-23 | $39,694 | $35,365 | $4,329 | $4,329 | |
| 532.755 SEAFARER OVERSEAS GROWTH & | 2025-03-11 | 2025-09-23 | $7,656 | $6,366 | $1,290 | $1,290 | |
| 4091.779 SEAFARER OVERSEAS GROWTH & | 2019-04-04 | 2025-09-23 | $58,799 | $48,857 | $9,942 | $9,942 | |
| 1772.682 WCM FOCUSED INTL GROWTH-INS | 2018-09-26 | 2025-09-23 | $48,837 | $30,403 | $18,434 | $18,434 | |
| 2060. ISHARES MSCI INTL QUALITY | 2023-04-19 | 2025-09-23 | $90,998 | $73,656 | $17,342 | $17,342 | |
| 1027. WISDOMTREE U.S. QUALITY DIVI | 2023-09-26 | 2025-09-23 | $91,879 | $65,406 | $26,473 | $26,473 | |
| CAPITAL GAIN DIVIDENDS | $16,263 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,263 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,263 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,263 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,263 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,263 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,263 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,263 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,263 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,263 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,263 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,263 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,263 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,263 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,263 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,263 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,263 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,263 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,263 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,263 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,263 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,263 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,263 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,263 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,263 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,263 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,263 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,263 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,263 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,263 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,263 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,263 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,263 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,263 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,263 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,263 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,263 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,263 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,263 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,263 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,263 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,263 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,263 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,263 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,263 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,263 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,263 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,263 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,263 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,263 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,263 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,263 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,263 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,263 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,263 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,263 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $121,707 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,266 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,266 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,266 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,115 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,115 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,151 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PNC BANK NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4122094730 | 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 | $29,186 | 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 | $2,470,309 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $71,892 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,542,201 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,542,201 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $38,133 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,504,068 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $125,203 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $125,203 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,266 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,266 | TotalTaxAmt |
| Distributable Before Adj | $122,937 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $122,937 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $122,937 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $119,073 | 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 | $119,073 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $122,937 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $105,920 | 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 | $119,073 | QualifyingDistributionsAmt |
| Applied To Year1 | $105,920 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $13,153 | 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 | $109,784 | 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 | PNC Charitable Trust Grant Review C | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | The Tower at PNC Plaza 300 Fifth A | AddressLine1Txt |
| City | Pittsburgh | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4122094730 | RecipientPhoneNum |
| Form And Info And Materials | SEE FOOTNOTE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE FOOTNOTE | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE FOOTNOTE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| FAMILY SERVICES & CHILDREN'S AID | ||||||||
| SOCIETY OF VENANGO COUNTY | 716 EAST SECOND STREET | OIL CITY | PA | 16301 | NONE | PC | GENERAL SUPPORT | $50,000 |
| SALVATION ARMY NATIONAL CORP | ||||||||
| 615 SLATERS LN | ALEXANDRIA | VA | 223141112 | NONE | PC | GENERAL SUPPORT | $39,124 | |
| VENANGO CHAMBER FOUNDATION | ||||||||
| PO BOX 376 | OIL CITY | PA | 163010376 | NONE | PC | GENERAL SUPPORT | $16,796 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $105,920 | 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 | $66,030 | 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 | $121,707 | 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 | $187,737 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $187,737 | 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 | $33,971 | $53,001 |
| 464287200 ISHARES CORE S&P 500 | AT COST | $559,357 | $999,327 |
| 552746364 MFS EMERGING MKTS DE | |||
| 74440Y884 PGIM HIGH YIELD FUND | |||
| 97717X669 WISDOMTREE U.S. QUAL | |||
| 413838566 OAKMARK INTL SM CAP- | |||
| 543069405 LONGLEAF PARTNERS FD | |||
| 00770X675 PZENA EMERG MKTS VAL | AT COST | $48,340 | $65,846 |
| 256210105 DODGE & COX INCOME F | AT COST | $214,045 | $220,474 |
| 89154M702 TOUCHSTONE SANDS EM | AT COST | $52,711 | $64,113 |
| 89155T490 TOUCHSTONE MID CAP-R | |||
| 25434V807 DIMENSIONAL INTERNAT | AT COST | $101,517 | $127,295 |
| 258620566 DOUBLELINE TOTAL RET | |||
| 46429B267 ISHARES U S TREASURY | AT COST | $142,885 | $143,423 |
| 46434V456 ISHARES MSCI INTL QU | |||
| 94987W794 ALLSPRING CORE BOND | |||
| 00171A852 AMG RR SM CAP VAL-I | AT COST | $30,273 | $29,467 |
| 04314H576 ARTISAN INTL SM/MID- | |||
| 057071813 BAIRD MIDCAP INST | AT COST | $40,934 | $32,875 |
| 09252M883 BLACKROCK TOTAL RETU | |||
| 411512460 HARBOR MID CAP VALUE | AT COST | $34,369 | $37,383 |
| 589619824 MERIDIAN SMALL CAP G | AT COST | $31,156 | $30,450 |
| 025072349 AVANTIS US LARGE CAP | AT COST | $40,861 | $47,887 |
| 02631W607 AMER FND MULTI-SEC I | AT COST | $115,917 | $115,917 |
| 092528603 ISHARES FLEXIBLE INC | AT COST | $78,796 | $78,363 |
| 37954Y632 GLOBAL X ART INTEL & | AT COST | $126,815 | $129,846 |
| 46138E800 INVESCO CHINA TECHNO | AT COST | $64,002 | $58,708 |
| 46435G326 ISHARES CORE MSCI DE | AT COST | $95,520 | $107,554 |
| 52107V229 LAZARD INTL QLTY GRW | AT COST | $58,816 | $55,533 |
| 74440B884 PRUDENTIAL TOTAL RET | AT COST | $181,349 | $182,830 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| WASH SALE ADJUSTMENT | $47 |
| ROUNDING | $7 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MUTUAL FUND TIMING ADJ | Desc |
| Amt | $615 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GRANTMAKING FEES | CategoryTxt |
| Amt | $7,316 | Amt |
| Disbursements Charitable Prps | $7,316 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $735 | $735 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $547 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $1,115 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $390 | $390 | $0 |
Comments