LINTNER SCHOLARSHIP TRUST: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- LINTNER SCHOLARSHIP TRUST (EIN 25-6406800)
- Tax period
- 2025-04-01 to 2026-03-31
- Filed
- 2026-08-13
- IRS object ID
- 202632259349101018
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-08-13T12:01:39-05:00 | ReturnTs |
| Tax Period End | 2026-03-31 | 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 | 2025-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 256406800 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LINTNER SCHOLARSHIP TRUST #57727-3 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LINT | BusinessNameControlTxt |
| Phone | 4123956964 | 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 | 4123956964 | PhoneNum |
| Signature | 2026-07-14 | 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 | 2026-07-14 | 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 | $2,383,429 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $59,908 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $59,685 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $99,419 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $923,048 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $99,419 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $159,327 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $159,104 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $28,950 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $17,370 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $11,580 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,060 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,017 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $32,010 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18,387 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,580 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $90,255 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $90,255 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $122,265 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18,387 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $101,835 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $37,062 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $140,717 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $72,220 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $80,988 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $80,988 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $1,850,593 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,879,490 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,302,441 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,922,813 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,960,478 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,383,429 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,922,813 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,960,478 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,922,813 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,960,478 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,922,813 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,960,478 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,922,813 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $37,062 | ExcessRevenueOverExpensesAmt |
| Other Increases | $603 | OtherIncreasesAmt |
| Subtotal | $1,960,478 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,960,478 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (86 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 12.82 WCM FOCUSED INTL GROWTH-INS | 2025-03-11 | 2025-07-16 | $342 | $295 | $47 | $47 | |
| 58. ISHARES CORE S&P 500 | 2024-11-19 | 2025-07-16 | $36,315 | $34,290 | $2,025 | $2,025 | |
| 24. ISHARES CORE S&P 500 | 2025-03-11 | 2025-07-16 | $15,027 | $13,523 | $1,504 | $1,504 | |
| 8. ISHARES CORE S&P 500 | 2023-03-06 | 2025-07-16 | $5,009 | $3,264 | $1,745 | $1,745 | |
| 10. WISDOMTREE U.S. QUALITY DIVI | 2023-09-26 | 2025-07-16 | $846 | $637 | $209 | $209 | |
| 3.194 AMG RR SM CAP VAL-I | 2024-06-11 | 2025-08-26 | $54 | $49 | $5 | $5 | |
| 63.643 PZENA EMERG MKTS VALUE-INST | 2025-03-11 | 2025-08-26 | $931 | $806 | $125 | $125 | |
| 150.382 PZENA EMERG MKTS VALUE-INST | 2024-03-14 | 2025-08-26 | $2,200 | $1,886 | $314 | $314 | |
| 27. AVANTIS US LARGE CAP VALUE | 2025-03-11 | 2025-08-26 | $1,926 | $1,746 | $180 | $180 | |
| 7.349 BAIRD MIDCAP INST | 2024-06-11 | 2025-08-26 | $170 | $174 | -$4 | -$4 | |
| 13249.361 BLACKROCK TOTAL RETURN-I | 2024-08-26 | 2025-08-26 | $131,831 | $134,349 | -$2,518 | -$2,518 | |
| 88. DIMENSIONAL INTERNATIONAL VA | 2023-11-14 | 2025-08-26 | $4,003 | $2,877 | $1,126 | $1,126 | |
| 7385.624 DOUBLELINE TOTAL RETURN BOND | 2023-05-25 | 2025-08-26 | $65,658 | $64,953 | $705 | $705 | |
| 326.618 SEAFARER OVERSEAS GROWTH & | 2021-03-24 | 2025-08-26 | $4,524 | $4,625 | -$101 | -$101 | |
| 31.226 HARBOR MID CAP VALUE | 2024-06-11 | 2025-08-26 | $882 | $788 | $94 | $94 | |
| 286.509 WCM FOCUSED INTL GROWTH-INS | 2025-03-11 | 2025-08-26 | $7,610 | $6,584 | $1,026 | $1,026 | |
| 12. ISHARES CORE S&P 500 | 2023-03-06 | 2025-08-26 | $7,749 | $4,896 | $2,853 | $2,853 | |
| 25. ISHARES MSCI INTL QUALITY | 2023-04-19 | 2025-08-26 | $1,078 | $901 | $177 | $177 | |
| 48. ISHARES CORE MSCI DEV MKTS | 2025-03-11 | 2025-08-26 | $3,761 | $3,308 | $453 | $453 | |
| 240.483 LONGLEAF PARTNERS FDS TR | 2021-03-24 | 2025-08-26 | $4,321 | $4,454 | -$133 | -$133 | |
| 1375.102 MFS EMERGING MKTS DEBT FD-R6 | 2024-08-26 | 2025-08-26 | $16,996 | $16,804 | $192 | $192 | |
| 1789.266 MFS EMERGING MKTS DEBT FD-R6 | 2019-04-04 | 2025-08-26 | $22,115 | $22,557 | -$442 | -$442 | |
| 5746.52 PGIM HIGH YIELD FUND | 2024-10-08 | 2025-08-26 | $28,100 | $27,871 | $229 | $229 | |
| 4479.642 PGIM HIGH YIELD FUND | 2019-04-04 | 2025-08-26 | $21,905 | $22,280 | -$375 | -$375 | |
| 78.31 TOUCHSTONE SANDS EM GR-R6 | 2025-03-11 | 2025-08-26 | $1,300 | $1,152 | $148 | $148 | |
| 32.668 TOUCHSTONE SANDS EM GR-R6 | 2024-03-14 | 2025-08-26 | $542 | $472 | $70 | $70 | |
| 50.356 TOUCHSTONE SANDS EM GR-R6 | 2022-01-27 | 2025-08-26 | $836 | $855 | -$19 | -$19 | |
| 8870.665 ALLSPRING CORE BOND FUND | 2023-05-25 | 2025-08-26 | $98,553 | $97,426 | $1,127 | $1,127 | |
| 8. WISDOMTREE U.S. QUALITY DIVI | 2023-09-26 | 2025-08-26 | $697 | $509 | $188 | $188 | |
| 183.04 LONGLEAF PARTNERS FDS TR | 2025-03-11 | 2025-09-03 | $3,289 | $2,839 | $450 | $450 | |
| 2388.685 LONGLEAF PARTNERS FDS TR | 2021-03-24 | 2025-09-03 | $42,925 | $40,994 | $1,931 | $1,931 | |
| 482. AVANTIS US LARGE CAP VALUE | 2025-03-11 | 2025-09-23 | $34,977 | $31,163 | $3,814 | $3,814 | |
| 248.379 SEAFARER OVERSEAS GROWTH & | 2025-03-11 | 2025-09-23 | $3,569 | $2,968 | $601 | $601 | |
| 3994.873 SEAFARER OVERSEAS GROWTH & | 2019-04-04 | 2025-09-23 | $57,406 | $47,273 | $10,133 | $10,133 | |
| 98.218 WCM FOCUSED INTL GROWTH-INS | 2025-03-11 | 2025-09-23 | $2,706 | $2,257 | $449 | $449 | |
| 1482.087 WCM FOCUSED INTL GROWTH-INS | 2018-09-26 | 2025-09-23 | $40,832 | $25,177 | $15,655 | $15,655 | |
| 1884. ISHARES MSCI INTL QUALITY | 2023-04-19 | 2025-09-23 | $83,223 | $67,713 | $15,510 | $15,510 | |
| 934. WISDOMTREE U.S. QUALITY DIVI | 2023-09-26 | 2025-09-23 | $83,559 | $59,483 | $24,076 | $24,076 | |
| 357. ISHARES FLEXIBLE INCOME | 2025-08-26 | 2026-02-24 | $18,989 | $18,958 | $31 | $31 | |
| 1614.335 DODGE & COX INCOME FUND | 2025-08-26 | 2026-02-24 | $21,116 | $20,632 | $484 | $484 | |
| 107. ISHARES U S TREASURY BOND | 2025-09-23 | 2026-02-24 | $2,489 | $2,474 | $15 | $15 | |
| 313. ISHARES U S TREASURY BOND | 2023-05-25 | 2026-02-24 | $7,280 | $7,192 | $88 | $88 | |
| 1752.781 PRUDENTIAL TOTAL RETURN BOND | 2025-08-26 | 2026-02-24 | $21,559 | $21,204 | $355 | $355 | |
| CAPITAL GAIN DIVIDENDS | $14,854 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,854 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,854 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,854 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,854 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,854 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,854 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,854 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,854 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,854 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,854 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,854 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,854 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,854 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,854 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,854 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,854 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,854 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,854 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,854 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,854 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,854 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,854 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,854 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,854 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,854 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,854 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,854 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,854 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,854 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,854 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,854 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,854 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,854 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,854 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,854 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,854 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,854 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,854 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,854 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,854 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,854 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,854 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $99,419 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,956 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,956 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,956 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,337 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,337 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $619 | 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 | Yes (true) | 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 | 4123956964 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 FIRST AVE P7-PFSC-03-Z | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PNC BANK N A | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 FIRST AVE P7-PFSC-03-Z | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $28,950 | 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 | $2,314,708 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $76,523 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,391,231 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,391,231 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $35,868 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,355,363 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $117,768 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $117,768 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,956 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,956 | TotalTaxAmt |
| Distributable Before Adj | $115,812 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $115,812 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $115,812 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $101,835 | 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 | $101,835 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $115,812 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $77,891 | 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 | $101,835 | QualifyingDistributionsAmt |
| Applied To Year1 | $77,891 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $23,944 | 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 | $91,868 | 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 | BLAIRSVILLESALTSBURG SCHOOL DISTRI | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 102 SCHOOL LANE | AddressLine1Txt |
| City | BLAIRSVILLE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15717 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7244595500 | RecipientPhoneNum |
| Form And Info And Materials | NO FORMAL APPLICATION A LETTER ADDRESSED TO THE SCHOOL DISTRICT SUPERINTENDENT STATING YOUR REQUEST FOR CONSIDERATION. LETTER SHOULD CONTAIN SUFFICIENT DATA REGARDING APPLICATS FINANCIAL NEED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE FOOTNOTE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PENNSYLVANIA STATE UNIVERSITY | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 329 INNOVATION BLVD SUITE 313 | AddressLine1Txt |
| City | STATE COLLEGE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 168036606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusCd |
| Grant Or Contribution Purpose | SCHOLARSHIP | GrantOrContributionPurposeTxt |
| Amt | $90,255 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $90,255 | 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 | $59,908 | 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 | $99,419 | 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 | $159,327 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $159,327 | 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 (28 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 09252M883 BLACKROCK TOTAL RETU | |||
| 317609295 SEAFARER OVERSEAS GR | |||
| 461418444 WCM FOCUSED INTL GRO | AT COST | $31,953 | $47,863 |
| 464287200 ISHARES CORE S&P 500 | AT COST | $511,474 | $877,261 |
| 543069405 LONGLEAF PARTNERS FD | |||
| 552746364 MFS EMERGING MKTS DE | |||
| 74440Y884 PGIM HIGH YIELD FUND | |||
| 89154M702 TOUCHSTONE SANDS EM | AT COST | $58,118 | $66,836 |
| 00770X675 PZENA EMERG MKTS VAL | AT COST | $47,191 | $65,542 |
| 256210105 DODGE & COX INCOME F | AT COST | $174,684 | $179,040 |
| 25434V807 DIMENSIONAL INTERNAT | AT COST | $92,933 | $123,083 |
| 258620566 DOUBLELINE TOTAL RET | |||
| 46429B267 ISHARES U S TREASURY | AT COST | $120,924 | $120,873 |
| 46434V456 ISHARES MSCI INTL QU | |||
| 94987W794 ALLSPRING CORE BOND | |||
| 97717X669 WISDOMTREE U.S. QUAL | |||
| 00171A852 AMG RR SM CAP VAL-I | AT COST | $27,330 | $25,737 |
| 025072349 AVANTIS US LARGE CAP | AT COST | $37,369 | $46,593 |
| 057071813 BAIRD MIDCAP INST | AT COST | $36,989 | $29,040 |
| 411512460 HARBOR MID CAP VALUE | AT COST | $31,887 | $36,345 |
| 46435G326 ISHARES CORE MSCI DE | AT COST | $139,962 | $148,755 |
| 589619824 MERIDIAN SMALL CAP G | AT COST | $28,741 | $25,755 |
| 02631W607 AMER FND MULTI-SEC I | AT COST | $104,791 | $102,693 |
| 092528603 ISHARES FLEXIBLE INC | AT COST | $54,330 | $53,176 |
| 37954Y632 GLOBAL X ART INTEL & | AT COST | $117,539 | $110,468 |
| 46138E800 INVESCO CHINA TECHNO | AT COST | $64,848 | $53,015 |
| 52107V229 LAZARD INTL QLTY GRW | AT COST | $53,785 | $46,084 |
| 74440B884 PRUDENTIAL TOTAL RET | AT COST | $144,642 | $144,282 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| MUTUAL FUND TIMING ADJUSTMENT | $601 |
| ROUNDING | $2 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $660 | $660 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $706 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $1,337 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $357 | $357 | $0 |
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