MORRIS AND GERTRUDE HARRIS FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MORRIS AND GERTRUDE HARRIS FOUNDATION (EIN 25-6508058)
- Tax period
- 2023-11-01 to 2024-10-31
- Filed
- 2025-02-03
- IRS object ID
- 202500349349100430
- Schema version
- 2023v6.0
- 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 Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-02-03T14:01:14-06:00 | ReturnTs |
| Tax Period End | 2024-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2100 ONE PPG PLACE | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 256508058 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MORRIS AND GERTRUDE HARRIS FOUNDATIO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HARR | 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 | 2025-01-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JASON BELOT | PreparerPersonNm |
| PTIN | P00183464 | PTIN |
| Phone | 3302555814 | PhoneNum |
| Preparation | 2025-01-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | 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 | $5,103,613 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $119,218 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $118,933 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $70,792 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,055,841 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $70,792 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $190,010 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $189,725 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $58,817 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $40,182 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $18,635 | 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 | $17,714 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $569 | 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 |
| Other Expenses Rev And Expnss | $1,919 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $1,919 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $78,450 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $40,751 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $20,554 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $178,559 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $178,559 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $257,009 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $40,751 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $199,113 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$66,999 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $148,974 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $125,156 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $110,492 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $110,492 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $4,105,580 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,051,612 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,993,121 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,230,736 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,162,104 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,103,613 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,230,736 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,162,104 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,230,736 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,162,104 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,230,736 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,162,104 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,230,736 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$66,999 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,625 | OtherIncreasesAmt |
| Subtotal | $4,167,362 | SubtotalAmt |
| Other Decreases | $5,258 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,162,104 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (54 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 1772. ISHARES MSCI EAFE VALUE ETF | 2023-07-31 | 2023-11-14 | $87,603 | $90,408 | -$2,805 | -$2,805 | |
| 21.458 LONGLEAF PARTNERS FDS TR INTL FD 4428 | 2023-07-31 | 2023-11-14 | $335 | $360 | -$25 | -$25 | |
| 280. ISHARES CORE S&P 500 ETF | 2023-07-31 | 2024-06-07 | $150,518 | $128,858 | $21,660 | $21,660 | |
| 102. WISDOMTREE U.S. QUALITY DIVI ETF | 2023-09-26 | 2024-06-07 | $7,832 | $6,496 | $1,336 | $1,336 | |
| 378.168 WCM FOCUSED INTL GROWTH-INS | 2023-08-02 | 2024-06-11 | $9,477 | $8,410 | $1,067 | $1,067 | |
| 404.146 PRINCIPAL MIDCAP FUND-R6 | 2019-03-21 | 2024-06-11 | $16,586 | $10,868 | $5,718 | $5,718 | |
| 8631.942 TRANSAMERICA SM CAP GROW-I2 | 2023-07-31 | 2024-06-11 | $57,143 | $58,827 | -$1,684 | -$1,684 | |
| 1595.135 TRIBUTARY SMALL COMPANY FD INST PLUS FD 1705 | 2023-07-31 | 2024-06-11 | $48,061 | $47,791 | $270 | $270 | |
| 1704.152 ALLSPRING SPECIAL MID CAP VALUE FUND CL R6 | 2023-07-31 | 2024-06-11 | $83,163 | $82,077 | $1,086 | $1,086 | |
| 329.804 WCM FOCUSED INTL GROWTH-INS | 2023-08-02 | 2024-07-05 | $8,394 | $7,335 | $1,059 | $1,059 | |
| 136. ISHARES CORE S&P 500 ETF | 2023-07-31 | 2024-07-05 | $75,519 | $62,588 | $12,931 | $12,931 | |
| 9. ISHARES MSCI USA MIN VOL FACTOR ETF | 2023-09-26 | 2024-07-05 | $753 | $660 | $93 | $93 | |
| 126. ISHARES MSCI INTL QUALITY FACTOR ETF | 2023-07-31 | 2024-07-05 | $4,971 | $4,615 | $356 | $356 | |
| 84. WISDOMTREE U.S. QUALITY DIVI ETF | 2023-09-26 | 2024-07-05 | $6,590 | $5,350 | $1,240 | $1,240 | |
| 291.297 WASATCH INTL OPPORTUNIT-INST | 2023-09-26 | 2024-08-20 | $941 | $795 | $146 | $146 | |
| 19500.933 WASATCH INTL OPPORTUNIT-INST | 2023-07-31 | 2024-08-20 | $62,988 | $57,588 | $5,400 | $5,400 | |
| 5.172 DODGE & COX INCOME FUND FD 147 | 2010-08-25 | 2024-08-26 | $67 | $69 | -$2 | -$2 | |
| 107.936 DOUBLELINE TOTAL RETURN BOND FUND CLASS R6 | 2023-07-31 | 2024-08-26 | $974 | $944 | $30 | $30 | |
| 3671.105 ALLSPRING CORE BOND FUND | 2023-07-31 | 2024-08-26 | $41,483 | $40,419 | $1,064 | $1,064 | |
| 100.152 WESTERN ASSET CORE PLUS BOND FUND CLASS IS | 2023-09-26 | 2024-08-26 | $954 | $887 | $67 | $67 | |
| 2958.795 WESTERN ASSET CORE PLUS BOND FUND CLASS IS | 2024-06-07 | 2024-08-26 | $28,197 | $27,132 | $1,065 | $1,065 | |
| 29395.88 WESTERN ASSET CORE PLUS BOND FUND CLASS IS | 2023-07-31 | 2024-08-26 | $280,143 | $276,683 | $3,460 | $3,460 | |
| 559.076 PZENA EMERG MKTS VALUE-INST | 2023-07-31 | 2024-10-08 | $7,838 | $7,296 | $542 | $542 | |
| 35.929 BLACKROCK TOTAL RETURN-I | 2024-08-26 | 2024-10-08 | $361 | $364 | -$3 | -$3 | |
| 2604.937 DOUBLELINE TOTAL RETURN BOND FUND CLASS R6 | 2023-07-31 | 2024-10-08 | $23,210 | $22,793 | $417 | $417 | |
| 45.519 PRINCIPAL MIDCAP FUND-R6 | 2019-03-21 | 2024-10-08 | $2,074 | $1,224 | $850 | $850 | |
| 3107.343 ALLSPRING CORE BOND FUND | 2023-07-31 | 2024-10-08 | $34,802 | $34,212 | $590 | $590 | |
| CAPITAL GAIN DIVIDENDS | $14,864 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,864 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,864 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,864 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,864 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,864 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,864 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,864 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,864 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,864 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,864 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,864 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,864 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,864 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,864 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,864 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,864 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,864 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,864 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,864 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,864 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,864 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,864 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,864 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,864 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,864 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,864 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $70,792 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,071 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,071 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,071 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,681 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $9,681 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $7,610 | OverpaymentAmt |
| Applied To ES Tax | $1,036 | AppliedToESTaxAmt |
| Refund | $6,574 | 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) |
|---|---|---|
| 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| BRUCE F RUDOY | ||||||
| 107 MAYFAIR DRIVE | PITTSBURGH | PA | 15228 | CO-TRUSTEE | 2 | $8,589 |
| PNC BANK N A | ||||||
| 500 FIRST AVE P7-PFSC-03-Z | PITTSBURGH | PA | 15219 | CO-TRUSTEE | 12 | $50,228 |
| 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 | $4,962,214 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,962,214 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,962,214 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $74,433 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,887,781 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $244,389 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $244,389 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,071 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,071 | TotalTaxAmt |
| Distributable Before Adj | $242,318 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $242,318 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $242,318 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $199,113 | 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 | $199,113 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $242,318 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $178,559 | 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 | $199,113 | QualifyingDistributionsAmt |
| Applied To Year1 | $178,559 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $20,554 | 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 | $221,764 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MERIMA DURAKOVIC PNC BANK N A | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 116 ALLEGHENY CENTER MALL | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152129938 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4128077546 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATION FORMS ARE AVAILABLE FROM THE UNIVERSITY OF PITTSBURGH SCHOOL OF MEDICINE, OFFICE OF FINANCIAL AID. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEPTEMBER 1ST. | SubmissionDeadlinesTxt |
| Restrictions On Awards | SCHOLARSHIPS ARE PRIMARILY AWARDED TO MEDICAL STUDENTS OF THE JEWISH RELIGION, WHO ARE ATTENDING THE UNIV OF PITTSBURGH SCHOOL OF MEDICINE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF PITTSBURGH | BusinessNameLine1Txt |
| Business Name Line2 | SCHOOL OF MEDICINE | BusinessNameLine2Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 518 SCAIFE HALL | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15261 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | SCHOLARSHIP AWARDS | GrantOrContributionPurposeTxt |
| Amt | $178,559 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $178,559 | 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 | $119,218 | 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 | $70,792 | 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 | $190,010 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $190,010 | 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 (30 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 317609295 SEAFARER OVERSEAS GR | AT COST | $121,607 | $125,504 |
| 74256W584 PRINCIPAL MIDCAP FUN | AT COST | $50,766 | $94,231 |
| 552746364 MFS EMERGING MKTS DE | AT COST | $95,990 | $88,387 |
| 256210105 DODGE & COX INCOME F | AT COST | $330,794 | $326,770 |
| 461418444 WCM FOCUSED INTL GRO | AT COST | $139,945 | $198,723 |
| 97717X669 WISDOMTREE U.S. QUAL | AT COST | $140,237 | $180,564 |
| 464287200 ISHARES CORE S&P 500 | AT COST | $1,034,646 | $1,752,564 |
| 957663669 WESTERN ASSET CORE P | |||
| 00171A852 AMG RR SM CAP VAL-I | AT COST | $84,426 | $92,278 |
| 89154M702 TOUCHSTONE SANDS EM | AT COST | $90,396 | $101,753 |
| 00770X675 PZENA EMERG MKTS VAL | AT COST | $91,309 | $94,271 |
| 258620566 DOUBLELINE TOTAL RET | AT COST | $152,356 | $152,944 |
| 413838566 OAKMARK INTL SM CAP- | AT COST | $59,343 | $62,011 |
| 464288877 ISHARES MSCI EAFE VA | |||
| 46429B267 ISHARES U S TREASURY | AT COST | $228,066 | $228,839 |
| 46429B697 ISHARES MSCI USA MIN | AT COST | $108,236 | $132,825 |
| 46434V456 ISHARES MSCI INTL QU | AT COST | $160,784 | $172,221 |
| 543069405 LONGLEAF PARTNERS FD | AT COST | $95,212 | $95,068 |
| 557492485 MADISON MID CAP FUND | AT COST | $79,763 | $93,402 |
| 74440Y884 PGIM HIGH YIELD FUND | AT COST | $113,329 | $114,588 |
| 89355J656 TRANSAMERICA SM CAP | |||
| 89609H704 TRIBUTARY SMALL COMP | |||
| 936793686 WASATCH INTL OPPORTU | |||
| 94987W513 ALLSPRING SPECIAL MI | |||
| 94987W794 ALLSPRING CORE BOND | AT COST | $226,084 | $227,103 |
| 04314H576 ARTISAN INTL SM/MID- | AT COST | $63,731 | $61,470 |
| 09252M883 BLACKROCK TOTAL RETU | AT COST | $309,919 | $301,972 |
| 25434V807 DIMENSIONAL INTERNAT | AT COST | $88,234 | $98,729 |
| 411512460 HARBOR MID CAP VALUE | AT COST | $99,434 | $107,113 |
| 589619824 MERIDIAN SMALL CAP G | AT COST | $87,005 | $89,791 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| COST BASIS ADJUSTMENT | $703 |
| RETURN OF CAPITAL ADJUSTMENT | $285 |
| 2023 TRANSACTION POSTED IN 2024 | $4,270 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LIABILITY INSURANCE FEES | Desc |
| Revenue And Expenses Per Books | $1,919 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,919 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2022 TRANSACTION POSTED IN 2023 | Desc |
| Amt | $3,625 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $7,464 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $9,681 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $346 | $346 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $223 | $223 | $0 |
Comments