LOCKHART FOR SHADYSIDE PSBY CHURCH: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- LOCKHART FOR SHADYSIDE PSBY CHURCH (EIN 25-6019541)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-08
- IRS object ID
- 202641289349102749
- 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 | 2026-05-08T17:01:42-05:00 | 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 | 256019541 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOCKHART FOR SHADYSIDE PSBY CHURCH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LOCK | BusinessNameControlTxt |
| Phone | 4128077546 | 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 | 4128077546 | 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) |
|---|---|---|
| Organization4947a1 Trtd PF | Yes (X) | Organization4947a1TrtdPFInd |
| FMV Assets EOY | $2,868,874 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $70,102 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $69,838 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $107,722 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,160,339 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $107,722 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $177,824 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $177,560 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $30,797 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $24,638 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $6,159 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,685 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,211 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $33,482 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,849 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,159 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $103,767 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $103,767 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $137,249 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,849 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $109,926 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $40,575 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $151,711 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $86,075 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $87,803 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $87,803 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $2,170,979 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,210,403 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,781,071 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,257,054 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,298,206 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,868,874 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,257,054 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,298,206 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,257,054 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,298,206 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,257,054 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,298,206 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,257,054 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $40,575 | ExcessRevenueOverExpensesAmt |
| Other Increases | $589 | OtherIncreasesAmt |
| Subtotal | $2,298,218 | SubtotalAmt |
| Other Decreases | $12 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,298,206 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (130 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 797.078 AMG RR SM CAP VAL-I | 2024-03-11 | 2025-03-11 | $12,227 | $12,332 | -$105 | -$105 | |
| 84.11 PZENA EMERG MKTS VALUE-INST | 2024-03-11 | 2025-03-11 | $1,066 | $1,035 | $31 | $31 | |
| 1703.201 ARTISAN INTL SM/MID-INST | 2024-08-20 | 2025-03-11 | $29,772 | $31,680 | -$1,908 | -$1,908 | |
| 21. DIMENSIONAL INTERNATIONAL VA | 2024-03-11 | 2025-03-11 | $822 | $749 | $73 | $73 | |
| 97. DIMENSIONAL INTERNATIONAL VA | 2023-11-14 | 2025-03-11 | $3,795 | $3,171 | $624 | $624 | |
| 80.089 DODGE & COX INCOME FUND | 2024-10-08 | 2025-03-11 | $1,016 | $1,024 | -$8 | -$8 | |
| 1339.175 DOUBLELINE TOTAL RETURN BOND | 2023-05-25 | 2025-03-11 | $11,852 | $11,817 | $35 | $35 | |
| 665.747 HARBOR MID CAP VALUE | 2024-06-11 | 2025-03-11 | $16,617 | $16,810 | -$193 | -$193 | |
| 21.736 OAKMARK INTL SM CAP-R6 | 2024-03-11 | 2025-03-11 | $427 | $420 | $7 | $7 | |
| 1586.117 OAKMARK INTL SM CAP-R6 | 2021-04-12 | 2025-03-11 | $31,183 | $30,019 | $1,164 | $1,164 | |
| 20. ISHARES CORE S&P 500 | 2024-11-19 | 2025-03-11 | $11,272 | $11,824 | -$552 | -$552 | |
| 6. ISHARES MSCI INTL QUALITY | 2023-04-19 | 2025-03-11 | $240 | $216 | $24 | $24 | |
| 124.111 MFS EMERGING MKTS DEBT FD-R6 | 2021-04-12 | 2025-03-11 | $1,498 | $1,833 | -$335 | -$335 | |
| 2539.153 MADISON MID CAP FUND-R6 | 2021-04-12 | 2025-03-11 | $40,753 | $34,558 | $6,195 | $6,195 | |
| 856.524 MERIDIAN SMALL CAP GROW-INSTL | 2024-06-11 | 2025-03-11 | $10,450 | $10,964 | -$514 | -$514 | |
| 3.481 PRINCIPAL MIDCAP FUND-R6 | 2020-12-11 | 2025-03-11 | $150 | $135 | $15 | $15 | |
| 307.895 PGIM HIGH YIELD FUND | 2021-04-12 | 2025-03-11 | $1,478 | $1,709 | -$231 | -$231 | |
| 5.78 TOUCHSTONE SANDS EM GR-R6 | 2024-03-11 | 2025-03-11 | $85 | $83 | $2 | $2 | |
| 250.31 ALLSPRING CORE BOND FUND | 2023-05-25 | 2025-03-11 | $2,766 | $2,751 | $15 | $15 | |
| 8. WISDOMTREE U.S. QUALITY DIVI | 2024-11-19 | 2025-03-11 | $635 | $665 | -$30 | -$30 | |
| 25. WISDOMTREE U.S. QUALITY DIVI | 2023-09-26 | 2025-03-11 | $1,985 | $1,592 | $393 | $393 | |
| 150.641 PZENA EMERG MKTS VALUE-INST | 2024-03-11 | 2025-08-26 | $2,204 | $1,853 | $351 | $351 | |
| 15121.393 BLACKROCK TOTAL RETURN-I | 2024-08-26 | 2025-08-26 | $150,458 | $153,331 | -$2,873 | -$2,873 | |
| 266.129 BLACKROCK TOTAL RETURN-I | 2025-03-11 | 2025-08-26 | $2,648 | $2,624 | $24 | $24 | |
| 71. DIMENSIONAL INTERNATIONAL VA | 2023-11-14 | 2025-08-26 | $3,230 | $2,321 | $909 | $909 | |
| 8576.905 DOUBLELINE TOTAL RETURN BOND | 2023-05-25 | 2025-08-26 | $76,249 | $75,383 | $866 | $866 | |
| 26.791 SEAFARER OVERSEAS GROWTH & | 2025-03-11 | 2025-08-26 | $371 | $320 | $51 | $51 | |
| 224.06 SEAFARER OVERSEAS GROWTH & | 2024-03-11 | 2025-08-26 | $3,103 | $2,848 | $255 | $255 | |
| 240.468 WCM FOCUSED INTL GROWTH-INS | 2025-03-11 | 2025-08-26 | $6,387 | $5,526 | $861 | $861 | |
| 76. ISHARES CORE S&P 500 | 2024-11-19 | 2025-08-26 | $49,078 | $44,932 | $4,146 | $4,146 | |
| 201.343 LONGLEAF PARTNERS FDS TR | 2021-04-12 | 2025-08-26 | $3,618 | $3,807 | -$189 | -$189 | |
| 1714.701 MFS EMERGING MKTS DEBT FD-R6 | 2024-08-26 | 2025-08-26 | $21,194 | $20,954 | $240 | $240 | |
| 1960.071 MFS EMERGING MKTS DEBT FD-R6 | 2021-04-12 | 2025-08-26 | $24,226 | $28,456 | -$4,230 | -$4,230 | |
| 6892.008 PGIM HIGH YIELD FUND | 2024-10-08 | 2025-08-26 | $33,702 | $33,426 | $276 | $276 | |
| 4983.607 PGIM HIGH YIELD FUND | 2021-04-12 | 2025-08-26 | $24,370 | $27,341 | -$2,971 | -$2,971 | |
| 59.794 TOUCHSTONE SANDS EM GR-R6 | 2024-03-11 | 2025-08-26 | $993 | $857 | $136 | $136 | |
| 10301.481 ALLSPRING CORE BOND FUND | 2023-05-25 | 2025-08-26 | $114,449 | $113,147 | $1,302 | $1,302 | |
| 199.186 LONGLEAF PARTNERS FDS TR | 2025-03-11 | 2025-09-03 | $3,579 | $3,089 | $490 | $490 | |
| 2865.246 LONGLEAF PARTNERS FDS TR | 2021-04-12 | 2025-09-03 | $51,488 | $52,304 | -$816 | -$816 | |
| 11.88 AMG RR SM CAP VAL-I | 2024-06-11 | 2025-09-08 | $199 | $183 | $16 | $16 | |
| 55.637 PZENA EMERG MKTS VALUE-INST | 2024-03-11 | 2025-09-08 | $818 | $684 | $134 | $134 | |
| 11. AVANTIS US LARGE CAP VALUE | 2025-03-11 | 2025-09-08 | $786 | $711 | $75 | $75 | |
| 187.269 AMER FND MULTI-SEC INC-F3 | 2025-08-26 | 2025-09-08 | $1,790 | $1,777 | $13 | $13 | |
| 3. DIMENSIONAL INTERNATIONAL VA | 2025-09-03 | 2025-09-08 | $137 | $135 | $2 | $2 | |
| 145.78 DODGE & COX INCOME FUND | 2024-10-08 | 2025-09-08 | $1,892 | $1,865 | $27 | $27 | |
| 203.409 DODGE & COX INCOME FUND | 2025-08-26 | 2025-09-08 | $2,640 | $2,596 | $44 | $44 | |
| 115.393 SEAFARER OVERSEAS GROWTH & | 2025-03-11 | 2025-09-08 | $1,620 | $1,379 | $241 | $241 | |
| 49.8 HARBOR MID CAP VALUE | 2024-06-11 | 2025-09-08 | $1,431 | $1,257 | $174 | $174 | |
| 21.439 WCM FOCUSED INTL GROWTH-INS | 2025-03-11 | 2025-09-08 | $573 | $493 | $80 | $80 | |
| 13. ISHARES CORE S&P 500 | 2024-11-19 | 2025-09-08 | $8,467 | $7,686 | $781 | $781 | |
| 5. ISHARES CORE S&P 500 | 2021-04-12 | 2025-09-08 | $3,257 | $2,063 | $1,194 | $1,194 | |
| 31. ISHARES U S TREASURY BOND | 2023-05-25 | 2025-09-08 | $718 | $712 | $6 | $6 | |
| 47. ISHARES U S TREASURY BOND | 2023-05-25 | 2025-09-08 | $1,088 | $1,096 | -$8 | -$8 | |
| 32. ISHARES CORE MSCI DEV MKTS | 2025-03-11 | 2025-09-08 | $2,529 | $2,205 | $324 | $324 | |
| 26.48 MERIDIAN SMALL CAP GROW-INSTL | 2024-06-11 | 2025-09-08 | $356 | $339 | $17 | $17 | |
| 8.527 PRINCIPAL MIDCAP FUND-R6 | 2020-12-11 | 2025-09-08 | $412 | $299 | $113 | $113 | |
| 215.346 PRUDENTIAL TOTAL RETURN BOND | 2025-08-26 | 2025-09-08 | $2,636 | $2,601 | $35 | $35 | |
| 109.523 TOUCHSTONE SANDS EM GR-R6 | 2020-05-12 | 2025-09-08 | $1,835 | $1,471 | $364 | $364 | |
| 571. AVANTIS US LARGE CAP VALUE | 2025-03-11 | 2025-09-23 | $41,435 | $36,917 | $4,518 | $4,518 | |
| 234.41 SEAFARER OVERSEAS GROWTH & | 2025-03-11 | 2025-09-23 | $3,368 | $2,801 | $567 | $567 | |
| 4706.397 SEAFARER OVERSEAS GROWTH & | 2016-03-24 | 2025-09-23 | $67,631 | $52,015 | $15,616 | $15,616 | |
| 241.325 WCM FOCUSED INTL GROWTH-INS | 2025-03-11 | 2025-09-23 | $6,649 | $5,546 | $1,103 | $1,103 | |
| 1647.326 WCM FOCUSED INTL GROWTH-INS | 2020-05-12 | 2025-09-23 | $45,384 | $28,911 | $16,473 | $16,473 | |
| 2217. ISHARES MSCI INTL QUALITY | 2023-04-19 | 2025-09-23 | $97,933 | $79,692 | $18,241 | $18,241 | |
| 1105. WISDOMTREE U.S. QUALITY DIVI | 2023-09-26 | 2025-09-23 | $98,858 | $70,373 | $28,485 | $28,485 | |
| CAPITAL GAIN DIVIDENDS | $15,549 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,549 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,549 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,549 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,549 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,549 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,549 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,549 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,549 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,549 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,549 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,549 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,549 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,549 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,549 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,549 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,549 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,549 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,549 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,549 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,549 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,549 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,549 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,549 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,549 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,549 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,549 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,549 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,549 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,549 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,549 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,549 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,549 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,549 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,549 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,549 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,549 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,549 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,549 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,549 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,549 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,549 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,549 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,549 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,549 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,549 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,549 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,549 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,549 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,549 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,549 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,549 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,549 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,549 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,549 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,549 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,549 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,549 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,549 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,549 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,549 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,549 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,549 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,549 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,549 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $107,722 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,109 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,109 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,109 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,026 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,026 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,083 | 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 | 4128077546 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 FIRST AVE P7-PFSC-03-Z | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| NECT Filing In Lieu OF Form1041 | Yes (X) | NECTFilingInLieuOFForm1041Ind |
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PNC BANK N A | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 FIRST AVE P7-PFSC-03-Z | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $30,797 | 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 | $2,656,837 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $64,042 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,720,879 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,720,879 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $40,813 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,680,066 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $134,003 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $134,003 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,109 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,109 | TotalTaxAmt |
| Distributable Before Adj | $131,894 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $131,894 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $131,894 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $109,926 | 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 | $109,926 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $131,894 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $29,537 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $10,653 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $19,320 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $59,510 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $109,926 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $109,926 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $21,968 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $21,968 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $37,542 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $7,569 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $29,973 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $10,653 | ExcessFromYear3Amt |
| Excess From Year2 | $19,320 | 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 | SHADYSIDE PRESBYTERIAN CHURCH | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5121 WESTMINSTER PLACE | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15232 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusCd |
| Grant Or Contribution Purpose | GENERAL SUPPORT | GrantOrContributionPurposeTxt |
| Amt | $103,767 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $103,767 | 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 | $70,102 | 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 | $107,722 | 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 | $177,824 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $177,824 | 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 |
|---|---|---|---|
| 256210105 DODGE & COX INCOME F | AT COST | $226,482 | $237,438 |
| 317609295 SEAFARER OVERSEAS GR | |||
| 461418444 WCM FOCUSED INTL GRO | AT COST | $40,264 | $57,080 |
| 74256W584 PRINCIPAL MIDCAP FUN | AT COST | $27,330 | $44,267 |
| 94987W794 ALLSPRING CORE BOND | |||
| 97717X669 WISDOMTREE U.S. QUAL | |||
| 413838566 OAKMARK INTL SM CAP- | |||
| 464287200 ISHARES CORE S&P 500 | AT COST | $637,471 | $1,084,945 |
| 543069405 LONGLEAF PARTNERS FD | |||
| 552746364 MFS EMERGING MKTS DE | |||
| 557492485 MADISON MID CAP FUND | |||
| 74440Y884 PGIM HIGH YIELD FUND | |||
| 00171A852 AMG RR SM CAP VAL-I | AT COST | $30,254 | $31,736 |
| 00770X675 PZENA EMERG MKTS VAL | AT COST | $53,427 | $70,915 |
| 89154M702 TOUCHSTONE SANDS EM | AT COST | $55,446 | $69,048 |
| 25434V807 DIMENSIONAL INTERNAT | AT COST | $109,261 | $137,075 |
| 258620566 DOUBLELINE TOTAL RET | |||
| 46429B267 ISHARES U S TREASURY | AT COST | $153,816 | $154,452 |
| 46434V456 ISHARES MSCI INTL QU | |||
| 04314H576 ARTISAN INTL SM/MID- | |||
| 09252M883 BLACKROCK TOTAL RETU | |||
| 411512460 HARBOR MID CAP VALUE | AT COST | $31,090 | $33,728 |
| 589619824 MERIDIAN SMALL CAP G | AT COST | $33,358 | $32,587 |
| 025072349 AVANTIS US LARGE CAP | AT COST | $44,029 | $51,599 |
| 02631W607 AMER FND MULTI-SEC I | AT COST | $126,442 | $126,413 |
| 092528603 ISHARES FLEXIBLE INC | AT COST | $83,299 | $82,849 |
| 37954Y632 GLOBAL X ART INTEL & | AT COST | $128,057 | $131,117 |
| 46138E800 INVESCO CHINA TECHNO | AT COST | $68,934 | $63,232 |
| 46435G326 ISHARES CORE MSCI DE | AT COST | $102,778 | $115,884 |
| 52107V229 LAZARD INTL QLTY GRW | AT COST | $63,343 | $59,807 |
| 74440B884 PRUDENTIAL TOTAL RET | AT COST | $195,322 | $196,899 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $12 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MUTUAL FUND TIMING ADJ | Desc |
| Amt | $589 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $791 | $791 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $448 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $1,026 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $420 | $420 | $0 |
Comments