MARION FRANCES SCHIMMELFENG: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- MARION FRANCES SCHIMMELFENG (EIN 25-6120479)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-08
- IRS object ID
- 202641289349104314
- 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 | 2026-05-08T17:01:41-05:00 | 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 | 256120479 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARION F SCHIMMELFENG IRR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SCHI | BusinessNameControlTxt |
| Phone | 4122583051 | 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 | 4122583051 | 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 | $2,606,548 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $64,245 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $64,003 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $110,594 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,034,511 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $110,594 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $174,839 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $174,597 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $28,725 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $22,980 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $5,745 | 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 | $3,393 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,110 | 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 | $32,118 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $24,090 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,745 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $109,688 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $109,688 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $141,806 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $24,090 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $115,433 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $33,033 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $150,507 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $90,969 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $56,511 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $56,511 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $1,923,572 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,991,717 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,550,037 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,014,541 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,048,228 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,606,548 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,014,541 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,048,228 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,014,541 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,048,228 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,014,541 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,048,228 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,014,541 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $33,033 | ExcessRevenueOverExpensesAmt |
| Other Increases | $663 | OtherIncreasesAmt |
| Subtotal | $2,048,237 | SubtotalAmt |
| Other Decreases | $9 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,048,228 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (92 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 664.319 AMG RR SM CAP VAL-I | 2024-06-11 | 2025-03-11 | $10,191 | $10,257 | -$66 | -$66 | |
| 69.11 AMG RR SM CAP VAL-I | 2024-03-08 | 2025-03-11 | $1,060 | $1,092 | -$32 | -$32 | |
| 1566.127 ARTISAN INTL SM/MID-INST | 2024-08-20 | 2025-03-11 | $27,376 | $29,130 | -$1,754 | -$1,754 | |
| 78. DIMENSIONAL INTERNATIONAL VA | 2023-11-14 | 2025-03-11 | $3,051 | $2,550 | $501 | $501 | |
| 853.972 DOUBLELINE TOTAL RETURN BOND | 2023-05-25 | 2025-03-11 | $7,558 | $7,532 | $26 | $26 | |
| 630.224 HARBOR MID CAP VALUE | 2024-06-11 | 2025-03-11 | $15,730 | $15,913 | -$183 | -$183 | |
| 1441.013 OAKMARK INTL SM CAP-R6 | 2018-03-05 | 2025-03-11 | $28,330 | $19,581 | $8,749 | $8,749 | |
| 4. ISHARES CORE S&P 500 | 2024-11-19 | 2025-03-11 | $2,254 | $2,365 | -$111 | -$111 | |
| 5. ISHARES U S TREASURY BOND | 2023-05-25 | 2025-03-11 | $115 | $117 | -$2 | -$2 | |
| 15. ISHARES MSCI INTL QUALITY | 2023-04-19 | 2025-03-11 | $601 | $540 | $61 | $61 | |
| 28.929 MFS EMERGING MKTS DEBT FD-R6 | 2018-03-05 | 2025-03-11 | $349 | $428 | -$79 | -$79 | |
| 2336.512 MADISON MID CAP FUND-R6 | 2018-03-05 | 2025-03-11 | $37,501 | $23,393 | $14,108 | $14,108 | |
| 788.491 MERIDIAN SMALL CAP GROW-INSTL | 2024-06-11 | 2025-03-11 | $9,620 | $10,093 | -$473 | -$473 | |
| 12.326 PRINCIPAL MIDCAP FUND-R6 | 2018-03-05 | 2025-03-11 | $532 | $333 | $199 | $199 | |
| 164.264 PGIM HIGH YIELD FUND | 2020-09-21 | 2025-03-11 | $788 | $872 | -$84 | -$84 | |
| 127.254 ALLSPRING CORE BOND FUND | 2023-05-25 | 2025-03-11 | $1,406 | $1,399 | $7 | $7 | |
| 18. WISDOMTREE U.S. QUALITY DIVI | 2024-11-19 | 2025-03-11 | $1,429 | $1,497 | -$68 | -$68 | |
| 2. WISDOMTREE U.S. QUALITY DIVI | 2023-09-26 | 2025-03-11 | $159 | $127 | $32 | $32 | |
| 173.243 PZENA EMERG MKTS VALUE-INST | 2025-03-11 | 2025-08-26 | $2,535 | $2,195 | $340 | $340 | |
| 2. AVANTIS US LARGE CAP VALUE | 2025-03-11 | 2025-08-26 | $143 | $129 | $14 | $14 | |
| 13981.458 BLACKROCK TOTAL RETURN-I | 2024-08-26 | 2025-08-26 | $139,116 | $141,772 | -$2,656 | -$2,656 | |
| 146.388 BLACKROCK TOTAL RETURN-I | 2025-03-11 | 2025-08-26 | $1,457 | $1,443 | $14 | $14 | |
| 76. DIMENSIONAL INTERNATIONAL VA | 2023-11-14 | 2025-08-26 | $3,457 | $2,485 | $972 | $972 | |
| 7874.99 DOUBLELINE TOTAL RETURN BOND | 2023-05-25 | 2025-08-26 | $70,009 | $69,286 | $723 | $723 | |
| 273.843 SEAFARER OVERSEAS GROWTH & | 2018-03-05 | 2025-08-26 | $3,793 | $3,929 | -$136 | -$136 | |
| 257.036 WCM FOCUSED INTL GROWTH-INS | 2025-03-11 | 2025-08-26 | $6,827 | $5,907 | $920 | $920 | |
| 85. ISHARES CORE S&P 500 | 2024-11-19 | 2025-08-26 | $54,890 | $50,252 | $4,638 | $4,638 | |
| 35. ISHARES CORE MSCI DEV MKTS | 2025-03-11 | 2025-08-26 | $2,743 | $2,412 | $331 | $331 | |
| 211.465 LONGLEAF PARTNERS FDS TR | 2021-03-24 | 2025-08-26 | $3,800 | $3,916 | -$116 | -$116 | |
| 1463.965 MFS EMERGING MKTS DEBT FD-R6 | 2024-08-26 | 2025-08-26 | $18,095 | $17,890 | $205 | $205 | |
| 1910.072 MFS EMERGING MKTS DEBT FD-R6 | 2018-03-05 | 2025-08-26 | $23,608 | $27,334 | -$3,726 | -$3,726 | |
| 6156.46 PGIM HIGH YIELD FUND | 2024-10-08 | 2025-08-26 | $30,105 | $29,859 | $246 | $246 | |
| 4747.282 PGIM HIGH YIELD FUND | 2020-05-28 | 2025-08-26 | $23,214 | $24,871 | -$1,657 | -$1,657 | |
| 25.17 TOUCHSTONE SANDS EM GR-R6 | 2025-03-11 | 2025-08-26 | $418 | $370 | $48 | $48 | |
| 95.896 TOUCHSTONE SANDS EM GR-R6 | 2021-12-28 | 2025-08-26 | $1,592 | $1,869 | -$277 | -$277 | |
| 9458.43 ALLSPRING CORE BOND FUND | 2023-05-25 | 2025-08-26 | $105,083 | $103,918 | $1,165 | $1,165 | |
| 3. WISDOMTREE U.S. QUALITY DIVI | 2023-09-26 | 2025-08-26 | $261 | $191 | $70 | $70 | |
| 256.436 LONGLEAF PARTNERS FDS TR | 2025-03-11 | 2025-09-03 | $4,608 | $3,977 | $631 | $631 | |
| 2530.8 LONGLEAF PARTNERS FDS TR | 2021-03-24 | 2025-09-03 | $45,478 | $45,879 | -$401 | -$401 | |
| 532. AVANTIS US LARGE CAP VALUE | 2025-03-11 | 2025-09-23 | $38,605 | $34,395 | $4,210 | $4,210 | |
| 282.197 SEAFARER OVERSEAS GROWTH & | 2025-03-11 | 2025-09-23 | $4,055 | $3,372 | $683 | $683 | |
| 4316.641 SEAFARER OVERSEAS GROWTH & | 2018-03-05 | 2025-09-23 | $62,030 | $56,528 | $5,502 | $5,502 | |
| 202.553 WCM FOCUSED INTL GROWTH-INS | 2025-03-11 | 2025-09-23 | $5,580 | $4,655 | $925 | $925 | |
| 1517.853 WCM FOCUSED INTL GROWTH-INS | 2018-10-24 | 2025-09-23 | $41,817 | $22,282 | $19,535 | $19,535 | |
| 2036. ISHARES MSCI INTL QUALITY | 2023-04-19 | 2025-09-23 | $89,938 | $73,001 | $16,937 | $16,937 | |
| 1012. WISDOMTREE U.S. QUALITY DIVI | 2023-09-26 | 2025-09-23 | $90,537 | $64,450 | $26,087 | $26,087 | |
| CAPITAL GAIN DIVIDENDS | $14,259 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,259 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,259 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,259 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,259 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,259 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,259 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,259 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,259 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,259 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,259 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,259 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,259 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,259 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,259 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,259 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,259 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,259 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,259 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,259 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,259 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,259 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,259 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,259 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,259 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,259 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,259 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,259 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,259 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,259 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,259 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,259 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,259 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,259 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,259 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,259 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,259 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,259 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,259 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,259 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,259 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,259 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,259 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,259 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,259 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,259 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $110,594 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,092 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,092 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,092 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,470 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,470 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $622 | 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 | 4122583051 | 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 | $28,725 | 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 | $2,431,574 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $59,670 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,491,244 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,491,244 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $37,369 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,453,875 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $122,694 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $122,694 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,092 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,092 | TotalTaxAmt |
| Distributable Before Adj | $120,602 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $120,602 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $120,602 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $115,433 | 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 | $115,433 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $120,602 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $109,688 | 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 | $115,433 | QualifyingDistributionsAmt |
| Applied To Year1 | $109,688 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,745 | 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 | $114,857 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THIEL COLLEGE | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 COLLEGE AVENUE | AddressLine1Txt |
| City | GREENVILLE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 161252186 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusCd |
| Grant Or Contribution Purpose | GENERAL SUPPORT OF | GrantOrContributionPurposeTxt |
| Amt | $109,688 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $109,688 | 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 | $64,245 | 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 | $110,594 | 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 | $174,839 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $174,839 | 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 | $30,817 | $52,338 |
| 464287200 ISHARES CORE S&P 500 | AT COST | $557,846 | $997,273 |
| 552746364 MFS EMERGING MKTS DE | |||
| 557492485 MADISON MID CAP FUND | |||
| 74256W584 PRINCIPAL MIDCAP FUN | AT COST | $24,082 | $40,183 |
| 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 | $27,392 | $28,810 |
| 00770X675 PZENA EMERG MKTS VAL | AT COST | $48,492 | $65,022 |
| 256210105 DODGE & COX INCOME F | AT COST | $207,173 | $217,718 |
| 89154M702 TOUCHSTONE SANDS EM | AT COST | $52,490 | $63,310 |
| 25434V807 DIMENSIONAL INTERNAT | AT COST | $100,324 | $125,698 |
| 258620566 DOUBLELINE TOTAL RET | |||
| 46429B267 ISHARES U S TREASURY | AT COST | $141,110 | $141,627 |
| 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 | $29,034 | $31,586 |
| 589619824 MERIDIAN SMALL CAP G | AT COST | $30,646 | $29,951 |
| 025072349 AVANTIS US LARGE CAP | AT COST | $40,408 | $47,356 |
| 02631W607 AMER FND MULTI-SEC I | AT COST | $113,573 | $113,573 |
| 092528603 ISHARES FLEXIBLE INC | AT COST | $78,697 | $78,258 |
| 37954Y632 GLOBAL X ART INTEL & | AT COST | $114,993 | $117,741 |
| 46138E800 INVESCO CHINA TECHNO | AT COST | $63,208 | $57,980 |
| 46435G326 ISHARES CORE MSCI DE | AT COST | $94,268 | $106,234 |
| 52107V229 LAZARD INTL QLTY GRW | AT COST | $58,080 | $54,838 |
| 74440B884 PRUDENTIAL TOTAL RET | AT COST | $179,084 | $180,541 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $9 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MUTUAL FUND TIMING ADJ | Desc |
| Amt | $663 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $725 | $725 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $813 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $1,470 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $385 | $385 | $0 |
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