VIOLA L MCCARTY TR FOF CHARITIES: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- VIOLA L MCCARTY TR FOF CHARITIES (EIN 25-6629898)
- Tax period
- 2025-05-01 to 2026-04-30
- Filed
- 2026-09-11
- IRS object ID
- 202612549349101401
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Investments Other Schedule2
- Other Decreases Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-09-11T16:01:15-04:00 | 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 | 256629898 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCCARTY VIOLA L DECD FOR CHARITIES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MCCA | BusinessNameControlTxt |
| Phone | 4127628660 | 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 | 4127628660 | PhoneNum |
| Signature | 2026-08-07 | 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 | 2026-08-07 | 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 | $2,083,820 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $49,984 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $49,794 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $89,618 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $808,915 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $89,618 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $139,602 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $139,412 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $28,081 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $22,465 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $5,616 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,398 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $862 | 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 | $30,479 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $23,327 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,616 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $87,537 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $87,537 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $118,016 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $23,327 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $93,153 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $21,586 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $116,085 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | -$2 | CashEOYAmt |
| Cash EOYFMV | -$2 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $31,032 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $42,867 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $42,867 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $1,547,840 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,558,176 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,040,955 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,578,872 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,601,041 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,083,820 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,578,872 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,601,041 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,578,872 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,601,041 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,578,872 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,601,041 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,578,872 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $21,586 | ExcessRevenueOverExpensesAmt |
| Other Increases | $592 | OtherIncreasesAmt |
| Subtotal | $1,601,050 | SubtotalAmt |
| Other Decreases | $9 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,601,041 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (72 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 77.871 PZENA EMERG MKTS VALUE-INST | 2025-03-11 | 2025-08-26 | $1,139 | $987 | $152 | $152 | |
| 43.04 PZENA EMERG MKTS VALUE-INST | 2024-03-06 | 2025-08-26 | $630 | $525 | $105 | $105 | |
| 10931.579 BLACKROCK TOTAL RETURN-I | 2024-08-26 | 2025-08-26 | $108,769 | $110,846 | -$2,077 | -$2,077 | |
| 116.138 BLACKROCK TOTAL RETURN-I | 2025-03-11 | 2025-08-26 | $1,156 | $1,145 | $11 | $11 | |
| 55. DIMENSIONAL INTERNATIONAL VA | 2023-11-14 | 2025-08-26 | $2,502 | $1,798 | $704 | $704 | |
| 6158.095 DOUBLELINE TOTAL RETURN BOND | 2023-05-25 | 2025-08-26 | $54,745 | $54,164 | $581 | $581 | |
| 196.397 SEAFARER OVERSEAS GROWTH & | 2021-03-24 | 2025-08-26 | $2,720 | $2,721 | -$1 | -$1 | |
| 186.254 WCM FOCUSED INTL GROWTH-INS | 2025-03-11 | 2025-08-26 | $4,947 | $4,280 | $667 | $667 | |
| 61. ISHARES CORE S&P 500 | 2024-11-19 | 2025-08-26 | $39,392 | $36,063 | $3,329 | $3,329 | |
| 20. ISHARES CORE MSCI DEV MKTS | 2025-03-11 | 2025-08-26 | $1,567 | $1,378 | $189 | $189 | |
| 154.347 LONGLEAF PARTNERS FDS TR | 2021-03-24 | 2025-08-26 | $2,774 | $2,859 | -$85 | -$85 | |
| 1172.687 MFS EMERGING MKTS DEBT FD-R6 | 2024-08-26 | 2025-08-26 | $14,494 | $14,330 | $164 | $164 | |
| 1465.747 MFS EMERGING MKTS DEBT FD-R6 | 2019-04-04 | 2025-08-26 | $18,117 | $18,683 | -$566 | -$566 | |
| 4897.243 PGIM HIGH YIELD FUND | 2024-10-08 | 2025-08-26 | $23,948 | $23,752 | $196 | $196 | |
| 3629.279 PGIM HIGH YIELD FUND | 2019-04-04 | 2025-08-26 | $17,747 | $18,652 | -$905 | -$905 | |
| 11.356 TOUCHSTONE SANDS EM GR-R6 | 2021-12-28 | 2025-08-26 | $189 | $221 | -$32 | -$32 | |
| 7396.316 ALLSPRING CORE BOND FUND | 2023-05-25 | 2025-08-26 | $82,173 | $81,135 | $1,038 | $1,038 | |
| 102.086 LONGLEAF PARTNERS FDS TR | 2025-03-11 | 2025-09-03 | $1,834 | $1,583 | $251 | $251 | |
| 2088.242 LONGLEAF PARTNERS FDS TR | 2021-03-24 | 2025-09-03 | $37,526 | $36,575 | $951 | $951 | |
| 414. AVANTIS US LARGE CAP VALUE | 2025-03-11 | 2025-09-23 | $30,042 | $26,766 | $3,276 | $3,276 | |
| 237.826 SEAFARER OVERSEAS GROWTH & | 2025-03-11 | 2025-09-23 | $3,418 | $2,842 | $576 | $576 | |
| 3376.136 SEAFARER OVERSEAS GROWTH & | 2019-04-04 | 2025-09-23 | $48,515 | $40,378 | $8,137 | $8,137 | |
| 169.892 WCM FOCUSED INTL GROWTH-INS | 2025-03-11 | 2025-09-23 | $4,681 | $3,904 | $777 | $777 | |
| 1176.284 WCM FOCUSED INTL GROWTH-INS | 2018-09-26 | 2025-09-23 | $32,407 | $20,060 | $12,347 | $12,347 | |
| 16. ISHARES MSCI INTL QUALITY | 2025-03-11 | 2025-09-23 | $707 | $641 | $66 | $66 | |
| 1576. ISHARES MSCI INTL QUALITY | 2023-04-19 | 2025-09-23 | $69,618 | $56,525 | $13,093 | $13,093 | |
| 793. WISDOMTREE U.S. QUALITY DIVI | 2023-09-26 | 2025-09-23 | $70,945 | $50,503 | $20,442 | $20,442 | |
| 305. ISHARES FLEXIBLE INCOME | 2025-08-26 | 2026-02-24 | $16,223 | $16,196 | $27 | $27 | |
| 1379.185 DODGE & COX INCOME FUND | 2025-08-26 | 2026-02-24 | $18,040 | $17,626 | $414 | $414 | |
| 90. ISHARES U S TREASURY BOND | 2025-09-23 | 2026-02-24 | $2,093 | $2,081 | $12 | $12 | |
| 269. ISHARES U S TREASURY BOND | 2023-05-25 | 2026-02-24 | $6,257 | $6,181 | $76 | $76 | |
| 1496.415 PRUDENTIAL TOTAL RETURN BOND | 2025-08-26 | 2026-02-24 | $18,406 | $18,102 | $304 | $304 | |
| 342. DIMENSIONAL INTERNATIONAL VA | 2025-09-03 | 2026-04-06 | $18,228 | $15,741 | $2,487 | $2,487 | |
| 457.029 DODGE & COX INCOME FUND | 2025-08-26 | 2026-04-06 | $5,823 | $5,832 | -$9 | -$9 | |
| 44. ISHARES CORE S&P 500 | 2023-03-06 | 2026-04-06 | $29,101 | $18,867 | $10,234 | $10,234 | |
| 461.615 PRUDENTIAL TOTAL RETURN BOND | 2025-08-26 | 2026-04-06 | $5,572 | $5,576 | -$4 | -$4 | |
| CAPITAL GAIN DIVIDENDS | $12,659 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,659 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,659 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,659 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,659 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,659 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,659 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,659 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,659 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,659 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,659 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,659 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,659 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,659 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,659 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,659 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,659 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,659 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,659 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,659 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,659 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,659 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,659 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,659 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,659 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,659 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,659 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,659 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,659 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,659 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,659 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,659 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,659 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,659 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,659 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,659 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $89,618 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,614 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,614 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,614 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $935 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $935 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $679 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PNC BANK NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4127628660 | 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 | $28,081 | 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 | $1,977,830 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $53,352 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,031,182 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,031,182 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $30,468 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,000,714 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $100,036 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $100,036 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,614 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,614 | TotalTaxAmt |
| Distributable Before Adj | $98,422 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $98,422 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $98,422 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $93,153 | 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 | $93,153 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $98,422 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $87,537 | 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 | $93,153 | QualifyingDistributionsAmt |
| Applied To Year1 | $87,537 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,616 | 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 | $92,806 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| HUMANE ANIMAL RESCUE OF | ||||||||
| PITTSBURGH | 6926 HAMILTON AVENUE | PITTSBURGH | PA | 152081733 | NONE | PC | GENERAL SUPPORT | $29,179 |
| ANIMAL FRIENDS INC | ||||||||
| 562 CAMP HORNE ROAD | PITTSBURGH | PA | 152371109 | NONE | PC | GENERAL SUPPORT | $29,179 | |
| WASHINGTON AREA HUMANE SOCIETY | ||||||||
| 1527 ROUTE 136 | EIGHTY FOUR | PA | 153300066 | NONE | PC | GENERAL SUPPORT | $29,179 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $87,537 | 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 | $49,984 | 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 | $89,618 | 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 | $139,602 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $139,602 | 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 |
|---|---|---|---|
| 317609295 SEAFARER OVERSEAS GR | |||
| 461418444 WCM FOCUSED INTL GRO | AT COST | $26,813 | $44,491 |
| 464287200 ISHARES CORE S&P 500 | AT COST | $419,489 | $794,277 |
| 543069405 LONGLEAF PARTNERS FD | |||
| 552746364 MFS EMERGING MKTS DE | |||
| 74440Y884 PGIM HIGH YIELD FUND | |||
| 97717X669 WISDOMTREE U.S. QUAL | |||
| 89154M702 TOUCHSTONE SANDS EM | AT COST | $51,599 | $64,565 |
| 00770X675 PZENA EMERG MKTS VAL | AT COST | $40,227 | $59,935 |
| 256210105 DODGE & COX INCOME F | AT COST | $143,032 | $146,826 |
| 46434V456 ISHARES MSCI INTL QU | |||
| 25434V807 DIMENSIONAL INTERNAT | AT COST | $63,400 | $90,617 |
| 258620566 DOUBLELINE TOTAL RET | |||
| 46429B267 ISHARES U S TREASURY | AT COST | $102,942 | $102,485 |
| 94987W794 ALLSPRING CORE BOND | |||
| 00171A852 AMG RR SM CAP VAL-I | AT COST | $23,360 | $23,276 |
| 025072349 AVANTIS US LARGE CAP | AT COST | $31,809 | $42,592 |
| 057071813 BAIRD MIDCAP INST | AT COST | $31,860 | $26,558 |
| 09252M883 BLACKROCK TOTAL RETU | |||
| 411512460 HARBOR MID CAP VALUE | AT COST | $27,245 | $33,686 |
| 46435G326 ISHARES CORE MSCI DE | AT COST | $119,036 | $133,835 |
| 589619824 MERIDIAN SMALL CAP G | AT COST | $23,964 | $23,496 |
| 02631W607 AMER FND MULTI-SEC I | AT COST | $89,250 | $88,216 |
| 092528603 ISHARES FLEXIBLE INC | AT COST | $46,212 | $45,562 |
| 37954Y632 GLOBAL X ART INTEL & | AT COST | $99,366 | $111,816 |
| 46138E800 INVESCO CHINA TECHNO | AT COST | $55,219 | $50,041 |
| 52107V229 LAZARD INTL QLTY GRW | AT COST | $45,802 | $41,422 |
| 74440B884 PRUDENTIAL TOTAL RET | AT COST | $117,551 | $117,259 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ROUNDING | $6 |
| INSOME TIMING ADJUSTMENT | $3 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MUTUAL FUND TIMING ADJ | Desc |
| Amt | $592 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $558 | $558 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $601 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $935 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $304 | $304 | $0 |
Comments