EDITH J GOODE RESIDUARY TR UW 013286 01: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- EDITH J GOODE RESIDUARY TR UW 013286 01 (EIN 52-0950506)
- Tax period
- 2025-05-01 to 2026-04-30
- Filed
- 2026-09-11
- IRS object ID
- 202602549349100325
- 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
- Expln Of Non Filing With AG Stmt
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-09-11T16:01:15-04:00 | ReturnTs |
| Tax Period End | 2026-04-30 | 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 | 2025-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 520950506 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDITH J GOODE RESIDUARY TRUST PNC BANK N A | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EDIT | BusinessNameControlTxt |
| Phone | 6022247275 | 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 | 6022247275 | PhoneNum |
| Signature | 2026-08-05 | 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 | 2026-08-05 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,228,658 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $75,167 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $74,871 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $158,153 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,269,824 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $158,153 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $233,320 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $233,024 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $38,748 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $30,998 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $7,750 | 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 Rev And Expnss | $9,640 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $9,640 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,654 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,310 | 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 Rev And Expnss | $1,457 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,457 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $1,275 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $25 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,250 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $54,774 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $32,333 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $20,097 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $122,035 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $122,035 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $176,809 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $32,333 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $142,132 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $56,511 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $200,691 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -$123 | CashBOYAmt |
| Cash EOY | -$809 | CashEOYAmt |
| Cash EOYFMV | -$809 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $40,492 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $79,305 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $79,305 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $2,318,957 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,338,029 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,150,162 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,359,326 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,416,525 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,228,658 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,359,326 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,416,525 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,359,326 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,416,525 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,359,326 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,416,525 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,359,326 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $56,511 | ExcessRevenueOverExpensesAmt |
| Other Increases | $693 | OtherIncreasesAmt |
| Subtotal | $2,416,530 | SubtotalAmt |
| Other Decreases | $5 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,416,525 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (90 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 188.238 PZENA EMERG MKTS VALUE-INST | 2024-11-19 | 2025-08-26 | $2,754 | $2,498 | $256 | $256 | |
| 17177.451 BLACKROCK TOTAL RETURN-I | 2024-08-26 | 2025-08-26 | $170,916 | $174,179 | -$3,263 | -$3,263 | |
| 86. DIMENSIONAL INTERNATIONAL VA | 2023-11-14 | 2025-08-26 | $3,912 | $2,811 | $1,101 | $1,101 | |
| 9575.268 DOUBLELINE TOTAL RETURN BOND | 2023-05-25 | 2025-08-26 | $85,124 | $83,926 | $1,198 | $1,198 | |
| 155.984 SEAFARER OVERSEAS GROWTH & | 2024-11-19 | 2025-08-26 | $2,160 | $1,917 | $243 | $243 | |
| 149.604 SEAFARER OVERSEAS GROWTH & | 2024-06-07 | 2025-08-26 | $2,072 | $1,834 | $238 | $238 | |
| 291.249 WCM FOCUSED INTL GROWTH-INS | 2024-11-19 | 2025-08-26 | $7,736 | $7,054 | $682 | $682 | |
| 90. ISHARES CORE S&P 500 | 2024-11-19 | 2025-08-26 | $58,119 | $51,484 | $6,635 | $6,635 | |
| 4. ISHARES CORE S&P 500 | 2023-03-06 | 2025-08-26 | $2,583 | $1,632 | $951 | $951 | |
| 30. ISHARES CORE MSCI DEV MKTS | 2025-03-11 | 2025-08-26 | $2,351 | $2,067 | $284 | $284 | |
| 239.98 LONGLEAF PARTNERS FDS TR | 2024-11-19 | 2025-08-26 | $4,312 | $3,835 | $477 | $477 | |
| 1989.723 MFS EMERGING MKTS DEBT FD-R6 | 2024-08-26 | 2025-08-26 | $24,593 | $24,314 | $279 | $279 | |
| 2112.797 MFS EMERGING MKTS DEBT FD-R6 | 2019-10-04 | 2025-08-26 | $26,114 | $31,094 | -$4,980 | -$4,980 | |
| 8213.538 PGIM HIGH YIELD FUND | 2024-10-08 | 2025-08-26 | $40,164 | $39,836 | $328 | $328 | |
| 5044.414 PGIM HIGH YIELD FUND | 2019-10-04 | 2025-08-26 | $24,667 | $27,593 | -$2,926 | -$2,926 | |
| 66.751 TOUCHSTONE SANDS EM GR-R6 | 2024-11-19 | 2025-08-26 | $1,108 | $1,008 | $100 | $100 | |
| 11500.587 ALLSPRING CORE BOND FUND | 2023-05-25 | 2025-08-26 | $127,772 | $126,003 | $1,769 | $1,769 | |
| 178.784 LONGLEAF PARTNERS FDS TR | 2024-11-19 | 2025-09-03 | $3,213 | $2,837 | $376 | $376 | |
| 3226.69 LONGLEAF PARTNERS FDS TR | 2022-10-03 | 2025-09-03 | $57,984 | $38,398 | $19,586 | $19,586 | |
| 643. AVANTIS US LARGE CAP VALUE | 2025-03-11 | 2025-09-23 | $46,660 | $41,572 | $5,088 | $5,088 | |
| 58.883 SEAFARER OVERSEAS GROWTH & | 2025-03-11 | 2025-09-23 | $846 | $704 | $142 | $142 | |
| 5560.025 SEAFARER OVERSEAS GROWTH & | 2019-04-12 | 2025-09-23 | $79,898 | $63,660 | $16,238 | $16,238 | |
| 234.888 WCM FOCUSED INTL GROWTH-INS | 2025-03-11 | 2025-09-23 | $6,471 | $5,398 | $1,073 | $1,073 | |
| 1854.555 WCM FOCUSED INTL GROWTH-INS | 2019-10-04 | 2025-09-23 | $51,093 | $31,806 | $19,287 | $19,287 | |
| 2475. ISHARES MSCI INTL QUALITY | 2023-04-19 | 2025-09-23 | $109,330 | $88,486 | $20,844 | $20,844 | |
| 16. WISDOMTREE U.S. QUALITY DIVI | 2025-03-11 | 2025-09-23 | $1,431 | $1,286 | $145 | $145 | |
| 1218. WISDOMTREE U.S. QUALITY DIVI | 2023-09-26 | 2025-09-23 | $108,967 | $77,570 | $31,397 | $31,397 | |
| 184.773 PZENA EMERG MKTS VALUE-INST | 2025-09-23 | 2025-11-18 | $2,858 | $2,809 | $49 | $49 | |
| 29. AVANTIS US LARGE CAP VALUE | 2025-03-11 | 2025-11-18 | $2,070 | $1,875 | $195 | $195 | |
| 176. ISHARES FLEXIBLE INCOME | 2025-08-26 | 2025-11-18 | $9,325 | $9,361 | -$36 | -$36 | |
| 183. DIMENSIONAL INTERNATIONAL VA | 2025-09-23 | 2025-11-18 | $8,513 | $8,482 | $31 | $31 | |
| 969.391 DODGE & COX INCOME FUND | 2025-08-26 | 2025-11-18 | $12,515 | $12,369 | $146 | $146 | |
| 48.605 HARBOR MID CAP VALUE | 2024-06-11 | 2025-11-18 | $1,384 | $1,227 | $157 | $157 | |
| 80. ISHARES CORE S&P 500 | 2023-03-06 | 2025-11-18 | $53,028 | $32,638 | $20,390 | $20,390 | |
| 151. ISHARES U S TREASURY BOND | 2025-09-23 | 2025-11-18 | $3,493 | $3,492 | $1 | $1 | |
| 243. ISHARES U S TREASURY BOND | 2023-05-25 | 2025-11-18 | $5,621 | $5,583 | $38 | $38 | |
| 63. ISHARES CORE MSCI DEV MKTS | 2025-03-11 | 2025-11-18 | $4,992 | $4,342 | $650 | $650 | |
| 887.517 PRUDENTIAL TOTAL RETURN BOND | 2025-08-26 | 2025-11-18 | $10,819 | $10,721 | $98 | $98 | |
| 97.176 TOUCHSTONE SANDS EM GR-R6 | 2024-11-19 | 2025-11-18 | $1,652 | $1,441 | $211 | $211 | |
| 31.188 TOUCHSTONE SANDS EM GR-R6 | 2019-04-12 | 2025-11-18 | $530 | $421 | $109 | $109 | |
| 1452.898 AMER FND MULTI-SEC INC-F3 | 2025-08-26 | 2026-02-24 | $13,817 | $13,788 | $29 | $29 | |
| 187. ISHARES FLEXIBLE INCOME | 2025-08-26 | 2026-02-24 | $9,947 | $9,922 | $25 | $25 | |
| 1874.264 DODGE & COX INCOME FUND | 2025-08-26 | 2026-02-24 | $24,515 | $23,965 | $550 | $550 | |
| 427. ISHARES U S TREASURY BOND | 2023-05-25 | 2026-02-24 | $9,932 | $9,811 | $121 | $121 | |
| 2034.707 PRUDENTIAL TOTAL RETURN BOND | 2025-08-26 | 2026-02-24 | $25,027 | $24,622 | $405 | $405 | |
| CAPITAL GAIN DIVIDENDS | $17,436 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,436 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,436 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,436 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,436 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,436 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,436 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,436 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,436 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,436 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,436 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,436 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,436 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,436 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,436 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,436 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,436 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,436 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,436 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,436 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,436 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,436 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,436 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,436 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,436 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,436 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,436 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,436 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,436 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,436 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,436 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,436 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,436 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,436 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,436 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,436 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,436 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,436 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,436 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,436 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,436 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,436 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,436 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,436 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,436 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $158,153 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,790 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,790 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,790 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,509 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,509 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,281 | 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 | DC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | false | 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 | SEE FOOTNOTE | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PNC BANK N A | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6022247275 | 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 | $38,748 | 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 | $3,027,499 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $63,997 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,091,496 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,091,496 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $46,372 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,045,124 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $152,256 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $152,256 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,790 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,790 | TotalTaxAmt |
| Distributable Before Adj | $149,466 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $149,466 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $149,466 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $142,132 | 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 | $142,132 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $149,466 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $122,035 | 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 | $142,132 | QualifyingDistributionsAmt |
| Applied To Year1 | $122,035 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $20,097 | 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 | $129,369 | 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 | PNC Bank Charitable Grant Committee | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | The Tower at PNC Plaza 300 5th Ave | AddressLine1Txt |
| City | Pittsburgh | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2162223075 | RecipientPhoneNum |
| Form And Info And Materials | SEE FOOTNOTE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE FOOTNOTE | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE FOOTNOTE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| OK HUMANE SOCIETY | ||||||||
| 7500 N WESTERN AVE | Oklahoma City | OK | 73116 | NONE | PC | GENERAL SUPPORT | $15,000 | |
| URBAN RESOURCE INSTITUTE | ||||||||
| 75 BROAD STREET ROOM 505 | NEW YORK | NY | 10004 | NONE | PC | PALS PROGRAM | $15,000 | |
| HUMANE SOCIETY OF ROCHESTER | ||||||||
| 99 VICTOR ROAD | FAIRPORT | NY | 144509582 | NONE | PC | STRESS HANDLING | $7,500 | AND MONROE COUNTY PCA INC |
| ANIMAL WELFARE SOCIETY | ||||||||
| PO BOX 43 | WEST KENNEBUNK | ME | 04094 | NONE | PC | COMMUNITY VET CLINIC | $10,000 | |
| ANIMAL PROTECTION OF NEW MEXICO | ||||||||
| PO BOX 11395 | ALBUQUERQUE | NM | 871920395 | NONE | PC | GENERAL SUPPORT | $10,000 | INC APNM FOUNDATION |
| AHIMSA HOUSE | ||||||||
| PO BOX 8181 | ATLANTA | GA | 311060181 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| HEARTS ALIVE VILLAGE | ||||||||
| 3250 N DECATUR BLVD | LAS VEGAS | NV | 891303207 | NONE | PC | GENERAL SUPPORT | $15,000 | |
| KENTUCKY HUMANE SOCIETY | ||||||||
| 1000 LYNDON LANE SUITE B | LOUISVILLE | KY | 40222 | NONE | PC | GENERAL OPERATIONS FOR DV | $4,535 | |
| HUMANE COLORADO | ||||||||
| 2080 SOUTH QUEBEC STREET | DENVER | CO | 80231 | NONE | PC | GENERAL SUPPORT | $10,000 | FORMERLY DUMB FRIENDS LEAGUE |
| BALTIMORE ANIMAL RESCUE AND CARE SHELTER | ||||||||
| 2490 GILES ROAD | BALTIMORE | MD | 21225 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| SOJOURNER CENTER | ||||||||
| PO BOX 20156 | PHOENIX | AZ | 850360156 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| HOUSTON SPCA | ||||||||
| 7007 OLD KATY RD | HOUSTON | TX | 77024 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $122,035 | 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 | $75,167 | 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 | $158,153 | 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 | $233,320 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $233,320 | 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 |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | The Edith J Goode Residuary Trust does not file a copy of Form 990-PF with the office of the Attorney General in the District of Columbia because the trust does not solicit funds in the District of Columbia and therefore the Attorney General does not wish to receive a copy of the tax return. | ExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (28 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 317609295 SEAFARER OVERSEAS GR | |||
| 461418444 WCM FOCUSED INTL GRO | AT COST | $44,294 | $69,270 |
| 464287200 ISHARES CORE S&P 500 | AT COST | $604,355 | $1,226,797 |
| 552746364 MFS EMERGING MKTS DE | |||
| 74256W584 PRINCIPAL MIDCAP FUN | AT COST | $37,882 | $45,794 |
| 74440Y884 PGIM HIGH YIELD FUND | |||
| 97717X669 WISDOMTREE U.S. QUAL | |||
| 89154M702 TOUCHSTONE SANDS EM | AT COST | $73,454 | $96,781 |
| 00171A852 AMG RR SM CAP VAL-I | AT COST | $34,591 | $36,582 |
| 00770X675 PZENA EMERG MKTS VAL | AT COST | $57,619 | $89,832 |
| 256210105 DODGE & COX INCOME F | AT COST | $221,902 | $228,790 |
| 46434V456 ISHARES MSCI INTL QU | |||
| 543069405 LONGLEAF PARTNERS FD | |||
| 25434V807 DIMENSIONAL INTERNAT | AT COST | $114,806 | $160,399 |
| 258620566 DOUBLELINE TOTAL RET | |||
| 46429B267 ISHARES U S TREASURY | AT COST | $153,849 | $153,601 |
| 94987W794 ALLSPRING CORE BOND | |||
| 025072349 AVANTIS US LARGE CAP | AT COST | $47,714 | $63,889 |
| 09252M883 BLACKROCK TOTAL RETU | |||
| 411512460 HARBOR MID CAP VALUE | AT COST | $34,075 | $42,132 |
| 46435G326 ISHARES CORE MSCI DE | AT COST | $178,873 | $200,708 |
| 589619824 MERIDIAN SMALL CAP G | AT COST | $37,262 | $36,534 |
| 02631W607 AMER FND MULTI-SEC I | AT COST | $124,977 | $123,528 |
| 092528603 ISHARES FLEXIBLE INC | AT COST | $78,046 | $76,948 |
| 37954Y632 GLOBAL X ART INTEL & | AT COST | $155,533 | $175,016 |
| 46138E800 INVESCO CHINA TECHNO | AT COST | $82,944 | $74,985 |
| 52107V229 LAZARD INTL QLTY GRW | AT COST | $71,310 | $64,491 |
| 74440B884 PRUDENTIAL TOTAL RET | AT COST | $184,543 | $184,085 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $5 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CLASS ACTION FILING FEES | $25 | $25 | $0 |
| MEMBERSHIP RENEWAL FEES | $1,250 | $0 | $1,250 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MUTUAL FUND TIMING ADJ | Desc |
| Amt | $693 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| GRANTMAKING FEES | $8,640 | $8,640 |
| SCHOLARSHIP ADMIN FEES | $1,000 | $1,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $851 | $851 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $835 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $1,509 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $459 | $459 | $0 |
Comments