BRADEN TRUST FOR WASHINGTON HOSPITAL: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- BRADEN TRUST FOR WASHINGTON HOSPITAL (EIN 46-0902624)
- Tax period
- 2025-03-01 to 2026-02-28
- Filed
- 2026-07-07
- IRS object ID
- 202621889349100417
- Schema version
- 2025v4.1
- 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 | 2026-07-07T12:01:36-05:00 | ReturnTs |
| Tax Period End | 2026-02-28 | 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 | 2025-03-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 460902624 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRADEN TRUST FOR WASHINGTON HOSPITAL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BRAD | 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 | 2026-06-01 | 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 | 2026-06-01 | 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 | $2,438,987 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $59,436 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $59,213 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $119,653 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,065,462 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $119,653 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $179,089 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $178,866 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $31,376 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $25,101 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $6,275 | 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 | $2,722 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,024 | 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 | $34,098 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $26,125 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,275 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $102,353 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $102,353 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $136,451 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $26,125 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $108,628 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $42,638 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $152,741 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $64,014 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $39,821 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $39,821 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $1,787,025 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,854,437 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,399,166 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,851,039 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,894,258 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,438,987 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,851,039 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,894,258 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,851,039 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,894,258 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,851,039 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,894,258 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,851,039 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $42,638 | ExcessRevenueOverExpensesAmt |
| Other Increases | $585 | OtherIncreasesAmt |
| Subtotal | $1,894,262 | SubtotalAmt |
| Other Decreases | $4 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,894,258 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (104 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 703.901 AMG RR SM CAP VAL-I | 2024-06-11 | 2025-03-11 | $10,798 | $10,868 | -$70 | -$70 | |
| 192.145 PZENA EMERG MKTS VALUE-INST | 2024-01-24 | 2025-03-11 | $2,434 | $2,248 | $186 | $186 | |
| 1459.57 ARTISAN INTL SM/MID-INST | 2024-08-20 | 2025-03-11 | $25,513 | $27,148 | -$1,635 | -$1,635 | |
| 92.581 BAIRD MIDCAP INST | 2024-06-11 | 2025-03-11 | $1,973 | $2,197 | -$224 | -$224 | |
| 132. DIMENSIONAL INTERNATIONAL VA | 2023-11-14 | 2025-03-11 | $5,164 | $4,330 | $834 | $834 | |
| 563.688 DODGE & COX INCOME FUND | 2024-10-08 | 2025-03-11 | $7,148 | $7,210 | -$62 | -$62 | |
| 993.197 DOUBLELINE TOTAL RETURN BOND | 2023-05-25 | 2025-03-11 | $8,790 | $8,760 | $30 | $30 | |
| 225.644 HARBOR MID CAP VALUE | 2024-06-11 | 2025-03-11 | $5,632 | $5,698 | -$66 | -$66 | |
| 1374.992 OAKMARK INTL SM CAP-R6 | 2019-04-04 | 2025-03-11 | $27,032 | $18,988 | $8,044 | $8,044 | |
| 71. ISHARES MSCI INTL QUALITY | 2023-04-19 | 2025-03-11 | $2,843 | $2,558 | $285 | $285 | |
| 122.289 MFS EMERGING MKTS DEBT FD-R6 | 2019-04-04 | 2025-03-11 | $1,476 | $1,757 | -$281 | -$281 | |
| 745.23 MERIDIAN SMALL CAP GROW-INSTL | 2024-06-11 | 2025-03-11 | $9,092 | $9,539 | -$447 | -$447 | |
| 471.321 PGIM HIGH YIELD FUND | 2019-04-04 | 2025-03-11 | $2,262 | $2,559 | -$297 | -$297 | |
| 52.595 TOUCHSTONE SANDS EM GR-R6 | 2021-12-28 | 2025-03-11 | $774 | $1,025 | -$251 | -$251 | |
| 789.539 TOUCHSTONE MID CAP-R6 | 2022-03-01 | 2025-03-11 | $41,356 | $35,308 | $6,048 | $6,048 | |
| 394.451 ALLSPRING CORE BOND FUND | 2023-05-25 | 2025-03-11 | $4,359 | $4,335 | $24 | $24 | |
| 12. WISDOMTREE U.S. QUALITY DIVI | 2023-09-26 | 2025-03-11 | $953 | $764 | $189 | $189 | |
| 140.829 PZENA EMERG MKTS VALUE-INST | 2024-01-24 | 2025-08-26 | $2,060 | $1,648 | $412 | $412 | |
| 12905.778 BLACKROCK TOTAL RETURN-I | 2024-08-26 | 2025-08-26 | $128,412 | $130,833 | -$2,421 | -$2,421 | |
| 31.166 BLACKROCK TOTAL RETURN-I | 2025-03-11 | 2025-08-26 | $310 | $307 | $3 | $3 | |
| 64. DIMENSIONAL INTERNATIONAL VA | 2023-11-14 | 2025-08-26 | $2,912 | $2,092 | $820 | $820 | |
| 7211.402 DOUBLELINE TOTAL RETURN BOND | 2023-05-25 | 2025-08-26 | $64,109 | $63,308 | $801 | $801 | |
| 229.508 SEAFARER OVERSEAS GROWTH & | 2021-12-28 | 2025-08-26 | $3,179 | $3,052 | $127 | $127 | |
| 157.339 WCM FOCUSED INTL GROWTH-INS | 2025-03-11 | 2025-08-26 | $4,179 | $3,616 | $563 | $563 | |
| 62.115 WCM FOCUSED INTL GROWTH-INS | 2022-06-23 | 2025-08-26 | $1,650 | $1,162 | $488 | $488 | |
| 1. ISHARES CORE S&P 500 | 2024-11-19 | 2025-08-26 | $646 | $591 | $55 | $55 | |
| 45. ISHARES CORE S&P 500 | 2025-03-11 | 2025-08-26 | $29,059 | $25,356 | $3,703 | $3,703 | |
| 25. ISHARES CORE S&P 500 | 2023-03-06 | 2025-08-26 | $16,144 | $10,199 | $5,945 | $5,945 | |
| 23. ISHARES CORE MSCI DEV MKTS | 2025-03-11 | 2025-08-26 | $1,802 | $1,585 | $217 | $217 | |
| 180.364 LONGLEAF PARTNERS FDS TR | 2021-03-24 | 2025-08-26 | $3,241 | $3,340 | -$99 | -$99 | |
| 1459.504 MFS EMERGING MKTS DEBT FD-R6 | 2024-08-26 | 2025-08-26 | $18,039 | $17,835 | $204 | $204 | |
| 1630.219 MFS EMERGING MKTS DEBT FD-R6 | 2019-04-04 | 2025-08-26 | $20,150 | $20,430 | -$280 | -$280 | |
| 6084.33 PGIM HIGH YIELD FUND | 2024-10-08 | 2025-08-26 | $29,752 | $29,509 | $243 | $243 | |
| 3900.606 PGIM HIGH YIELD FUND | 2019-04-04 | 2025-08-26 | $19,074 | $19,630 | -$556 | -$556 | |
| 16.227 TOUCHSTONE SANDS EM GR-R6 | 2021-12-28 | 2025-08-26 | $269 | $316 | -$47 | -$47 | |
| 8661.413 ALLSPRING CORE BOND FUND | 2023-05-25 | 2025-08-26 | $96,228 | $95,009 | $1,219 | $1,219 | |
| 73.87 LONGLEAF PARTNERS FDS TR | 2025-03-11 | 2025-09-03 | $1,327 | $1,146 | $181 | $181 | |
| 2491.367 LONGLEAF PARTNERS FDS TR | 2021-03-24 | 2025-09-03 | $44,770 | $42,554 | $2,216 | $2,216 | |
| 485. AVANTIS US LARGE CAP VALUE | 2025-03-11 | 2025-09-23 | $35,195 | $31,357 | $3,838 | $3,838 | |
| 226.298 SEAFARER OVERSEAS GROWTH & | 2025-03-11 | 2025-09-23 | $3,252 | $2,704 | $548 | $548 | |
| 4006.25 SEAFARER OVERSEAS GROWTH & | 2019-04-04 | 2025-09-23 | $57,570 | $47,615 | $9,955 | $9,955 | |
| 1575.144 WCM FOCUSED INTL GROWTH-INS | 2018-09-26 | 2025-09-23 | $43,395 | $26,981 | $16,414 | $16,414 | |
| 1864. ISHARES MSCI INTL QUALITY | 2023-04-19 | 2025-09-23 | $82,340 | $66,488 | $15,852 | $15,852 | |
| 929. WISDOMTREE U.S. QUALITY DIVI | 2023-09-26 | 2025-09-23 | $83,112 | $59,164 | $23,948 | $23,948 | |
| 358. ISHARES FLEXIBLE INCOME | 2025-08-26 | 2026-02-24 | $19,042 | $19,011 | $31 | $31 | |
| 1329.542 DODGE & COX INCOME FUND | 2025-08-26 | 2026-02-24 | $17,390 | $17,000 | $390 | $390 | |
| 294.185 DODGE & COX INCOME FUND | 2024-10-08 | 2026-02-24 | $3,848 | $3,763 | $85 | $85 | |
| 110. ISHARES U S TREASURY BOND | 2025-09-23 | 2026-02-24 | $2,559 | $2,544 | $15 | $15 | |
| 314. ISHARES U S TREASURY BOND | 2023-05-25 | 2026-02-24 | $7,304 | $7,215 | $89 | $89 | |
| 1760.055 PRUDENTIAL TOTAL RETURN BOND | 2025-08-26 | 2026-02-24 | $21,649 | $21,293 | $356 | $356 | |
| 375. DIMENSIONAL INTERNATIONAL VA | 2025-09-03 | 2026-02-26 | $21,028 | $17,284 | $3,744 | $3,744 | |
| 12. ISHARES CORE S&P 500 | 2023-03-06 | 2026-02-26 | $8,299 | $4,896 | $3,403 | $3,403 | |
| CAPITAL GAIN DIVIDENDS | $14,837 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,837 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,837 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,837 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,837 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,837 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,837 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,837 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,837 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,837 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,837 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,837 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,837 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,837 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,837 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,837 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,837 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,837 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,837 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,837 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,837 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,837 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,837 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,837 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,837 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,837 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,837 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,837 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,837 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,837 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,837 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,837 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,837 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,837 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,837 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,837 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,837 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,837 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,837 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,837 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,837 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,837 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,837 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,837 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,837 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,837 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,837 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,837 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,837 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,837 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,837 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,837 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $119,653 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,123 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,123 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,123 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,022 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,022 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,101 | 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 NA | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 FIRST AVE P7-PFSC-03-Z | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $31,376 | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,275,861 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $69,215 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,345,076 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,345,076 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $35,176 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,309,900 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $115,495 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $115,495 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,123 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,123 | TotalTaxAmt |
| Distributable Before Adj | $113,372 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $113,372 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $113,372 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $108,628 | 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 | $108,628 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $113,372 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $102,353 | 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 | $108,628 | QualifyingDistributionsAmt |
| Applied To Year1 | $102,353 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,275 | 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 | $107,097 | 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 | WASHINGTON HEALTH SYSTEM FDN | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 WILSON AVE | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusCd |
| Grant Or Contribution Purpose | GENERAL SUPPORT | GrantOrContributionPurposeTxt |
| Amt | $102,353 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $102,353 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $59,436 | 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 | $119,653 | 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 | $179,089 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $179,089 | 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 | |||
| 413838566 OAKMARK INTL SM CAP- | |||
| 461418444 WCM FOCUSED INTL GRO | AT COST | $31,873 | $52,982 |
| 464287200 ISHARES CORE S&P 500 | AT COST | $506,848 | $915,497 |
| 543069405 LONGLEAF PARTNERS FD | |||
| 552746364 MFS EMERGING MKTS DE | |||
| 74440Y884 PGIM HIGH YIELD FUND | |||
| 89154M702 TOUCHSTONE SANDS EM | AT COST | $59,474 | $73,615 |
| 97717X669 WISDOMTREE U.S. QUAL | |||
| 00770X675 PZENA EMERG MKTS VAL | AT COST | $47,021 | $74,165 |
| 256210105 DODGE & COX INCOME F | AT COST | $174,170 | $184,292 |
| 89155T490 TOUCHSTONE MID CAP-R | |||
| 25434V807 DIMENSIONAL INTERNAT | AT COST | $75,495 | $109,466 |
| 258620566 DOUBLELINE TOTAL RET | |||
| 46429B267 ISHARES U S TREASURY | AT COST | $120,495 | $122,950 |
| 46434V456 ISHARES MSCI INTL QU | |||
| 94987W794 ALLSPRING CORE BOND | |||
| 00171A852 AMG RR SM CAP VAL-I | AT COST | $27,437 | $26,765 |
| 04314H576 ARTISAN INTL SM/MID- | |||
| 057071813 BAIRD MIDCAP INST | AT COST | $37,339 | $31,616 |
| 09252M883 BLACKROCK TOTAL RETU | |||
| 411512460 HARBOR MID CAP VALUE | AT COST | $31,905 | $37,603 |
| 589619824 MERIDIAN SMALL CAP G | AT COST | $28,063 | $27,120 |
| 025072349 AVANTIS US LARGE CAP | AT COST | $37,305 | $48,341 |
| 02631W607 AMER FND MULTI-SEC I | AT COST | $104,527 | $104,637 |
| 092528603 ISHARES FLEXIBLE INC | AT COST | $54,171 | $54,378 |
| 37954Y632 GLOBAL X ART INTEL & | AT COST | $116,254 | $117,659 |
| 46138E800 INVESCO CHINA TECHNO | AT COST | $64,681 | $59,828 |
| 46435G326 ISHARES CORE MSCI DE | AT COST | $139,462 | $160,851 |
| 52107V229 LAZARD INTL QLTY GRW | AT COST | $53,682 | $50,061 |
| 74440B884 PRUDENTIAL TOTAL RET | AT COST | $144,235 | $147,340 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ROUNDING | $1 |
| INCOME TIMING ADJ | $3 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MUTUAL FUND TIMING ADJ | Desc |
| Amt | $585 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $668 | $668 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $676 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $1,022 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $356 | $356 | $0 |
Comments