LOUDER N HEARN EDUC FUND 1131032: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- LOUDER N HEARN EDUC FUND 1131032 (EIN 51-6015401)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-08
- IRS object ID
- 202601289349100315
- Schema version
- 2025v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Investments Other Schedule2
- Other Assets Schedule
- 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 | 2026-05-08T16:01:37-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | 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 | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 516015401 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HEARN EDUCATIONAL FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HEAR | 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 | 2026-04-17 | 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 | 2026-04-17 | 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) |
|---|---|---|
| Organization4947a1 Trtd PF | Yes (X) | Organization4947a1TrtdPFInd |
| FMV Assets EOY | $2,273,640 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $56,501 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $56,293 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $108,977 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $915,768 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $108,977 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $165,478 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $165,270 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $29,686 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $17,812 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $11,874 | 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 | $7,266 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $7,266 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,958 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $960 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $467 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $467 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $40,377 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $19,239 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $19,140 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $83,220 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $83,220 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $123,597 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $19,239 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $102,360 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $41,881 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $146,031 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $88,716 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $70,914 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $70,914 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $1,726,573 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,786,793 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,202,626 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $100 | OtherAssetsBOYAmt |
| Other Assets EOY | $100 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $100 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,815,389 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,857,807 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,273,640 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,815,389 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,857,807 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,815,389 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,857,807 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,815,389 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,857,807 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,815,389 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $41,881 | ExcessRevenueOverExpensesAmt |
| Other Increases | $540 | OtherIncreasesAmt |
| Subtotal | $1,857,810 | SubtotalAmt |
| Other Decreases | $3 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,857,807 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (94 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 580.681 AMG RR SM CAP VAL-I | 2022-03-01 | 2025-03-11 | $8,908 | $8,310 | $598 | $598 | |
| 1409.13 ARTISAN INTL SM/MID-INST | 2024-08-20 | 2025-03-11 | $24,632 | $26,210 | -$1,578 | -$1,578 | |
| 82. DIMENSIONAL INTERNATIONAL VA | 2023-11-14 | 2025-03-11 | $3,208 | $2,681 | $527 | $527 | |
| 202.643 DODGE & COX INCOME FUND | 2022-10-21 | 2025-03-11 | $2,570 | $2,369 | $201 | $201 | |
| 653.951 DOUBLELINE TOTAL RETURN BOND | 2023-05-25 | 2025-03-11 | $5,787 | $5,768 | $19 | $19 | |
| 563.14 HARBOR MID CAP VALUE | 2024-06-11 | 2025-03-11 | $14,056 | $14,219 | -$163 | -$163 | |
| 1267.244 OAKMARK INTL SM CAP-R6 | 2025-03-11 | $24,914 | $18,140 | $6,774 | $6,774 | ||
| 95. ISHARES MSCI INTL QUALITY | 2023-04-19 | 2025-03-11 | $3,804 | $3,422 | $382 | $382 | |
| 24.972 MFS EMERGING MKTS DEBT FD-R6 | 2021-01-13 | 2025-03-11 | $301 | $380 | -$79 | -$79 | |
| 2182.709 MADISON MID CAP FUND-R6 | 2025-03-11 | $35,032 | $22,269 | $12,763 | $12,763 | ||
| 616.179 MERIDIAN SMALL CAP GROW-INSTL | 2024-06-11 | 2025-03-11 | $7,517 | $7,887 | -$370 | -$370 | |
| 24.838 PRINCIPAL MIDCAP FUND-R6 | 2018-02-02 | 2025-03-11 | $1,071 | $692 | $379 | $379 | |
| 144.209 PGIM HIGH YIELD FUND | 2019-07-05 | 2025-03-11 | $692 | $793 | -$101 | -$101 | |
| 111.85 ALLSPRING CORE BOND FUND | 2023-05-25 | 2025-03-11 | $1,236 | $1,229 | $7 | $7 | |
| 15. WISDOMTREE U.S. QUALITY DIVI | 2023-09-26 | 2025-03-11 | $1,191 | $955 | $236 | $236 | |
| 66. ISHARES CORE S&P 500 | 2022-03-01 | 2025-07-30 | $42,175 | $28,636 | $13,539 | $13,539 | |
| 180.248 PZENA EMERG MKTS VALUE-INST | 2022-09-15 | 2025-08-26 | $2,637 | $1,893 | $744 | $744 | |
| 18. AVANTIS US LARGE CAP VALUE | 2025-03-11 | 2025-08-26 | $1,284 | $1,164 | $120 | $120 | |
| 12278.872 BLACKROCK TOTAL RETURN-I | 2025-08-26 | $122,175 | $124,368 | -$2,193 | -$2,193 | ||
| 76. DIMENSIONAL INTERNATIONAL VA | 2023-11-14 | 2025-08-26 | $3,457 | $2,485 | $972 | $972 | |
| 15.395 DOUBLELINE TOTAL RETURN BOND | 2024-08-26 | 2025-08-26 | $137 | $139 | -$2 | -$2 | |
| 6828.436 DOUBLELINE TOTAL RETURN BOND | 2025-08-26 | $60,705 | $60,177 | $528 | $528 | ||
| 277.854 SEAFARER OVERSEAS GROWTH & | 2021-03-24 | 2025-08-26 | $3,848 | $4,134 | -$286 | -$286 | |
| 7.271 HARBOR MID CAP VALUE | 2024-06-11 | 2025-08-26 | $205 | $184 | $21 | $21 | |
| 257.209 WCM FOCUSED INTL GROWTH-INS | 2018-10-24 | 2025-08-26 | $6,831 | $3,776 | $3,055 | $3,055 | |
| 21. ISHARES CORE S&P 500 | 2022-03-01 | 2025-08-26 | $13,561 | $9,111 | $4,450 | $4,450 | |
| 12. ISHARES MSCI INTL QUALITY | 2023-04-19 | 2025-08-26 | $518 | $432 | $86 | $86 | |
| 40. ISHARES CORE MSCI DEV MKTS | 2025-03-11 | 2025-08-26 | $3,135 | $2,757 | $378 | $378 | |
| 207.914 LONGLEAF PARTNERS FDS TR | 2021-03-24 | 2025-08-26 | $3,736 | $3,851 | -$115 | -$115 | |
| 1351.137 MFS EMERGING MKTS DEBT FD-R6 | 2024-08-26 | 2025-08-26 | $16,700 | $16,511 | $189 | $189 | |
| 1581.1 MFS EMERGING MKTS DEBT FD-R6 | 2025-08-26 | $19,542 | $23,345 | -$3,803 | -$3,803 | ||
| 11.073 PRINCIPAL MIDCAP FUND-R6 | 2018-02-02 | 2025-08-26 | $532 | $308 | $224 | $224 | |
| 5656.377 PGIM HIGH YIELD FUND | 2024-10-08 | 2025-08-26 | $27,660 | $27,433 | $227 | $227 | |
| 3819.617 PGIM HIGH YIELD FUND | 2025-08-26 | $18,678 | $21,112 | -$2,434 | -$2,434 | ||
| 132.788 TOUCHSTONE SANDS EM GR-R6 | 2021-03-24 | 2025-08-26 | $2,204 | $2,753 | -$549 | -$549 | |
| 8219.933 ALLSPRING CORE BOND FUND | 2025-08-26 | $91,323 | $90,248 | $1,075 | $1,075 | ||
| 11. WISDOMTREE U.S. QUALITY DIVI | 2023-09-26 | 2025-08-26 | $958 | $701 | $257 | $257 | |
| .001 ALLSPRING CORE BOND FUND | 2023-09-26 | 2025-08-27 | |||||
| 258.164 LONGLEAF PARTNERS FDS TR | 2025-03-11 | 2025-09-03 | $4,639 | $4,004 | $635 | $635 | |
| 2140.061 LONGLEAF PARTNERS FDS TR | 2025-09-03 | $38,457 | $38,865 | -$408 | -$408 | ||
| 450. AVANTIS US LARGE CAP VALUE | 2025-03-11 | 2025-09-23 | $32,655 | $29,094 | $3,561 | $3,561 | |
| 474.327 SEAFARER OVERSEAS GROWTH & | 2025-03-11 | 2025-09-23 | $6,816 | $5,668 | $1,148 | $1,148 | |
| 3482.657 SEAFARER OVERSEAS GROWTH & | 2025-09-23 | $50,046 | $50,570 | -$524 | -$524 | ||
| 1473.182 WCM FOCUSED INTL GROWTH-INS | 2018-10-24 | 2025-09-23 | $40,586 | $21,626 | $18,960 | $18,960 | |
| 1757. ISHARES MSCI INTL QUALITY | 2025-09-23 | $77,613 | $63,073 | $14,540 | $14,540 | ||
| 17. WISDOMTREE U.S. QUALITY DIVI | 2024-11-19 | 2025-09-23 | $1,521 | $1,414 | $107 | $107 | |
| 854. WISDOMTREE U.S. QUALITY DIVI | 2023-09-26 | 2025-09-23 | $76,402 | $54,388 | $22,014 | $22,014 | |
| CAPITAL GAIN DIVIDENDS | $12,317 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,317 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,317 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,317 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,317 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,317 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,317 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,317 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,317 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,317 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,317 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,317 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,317 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,317 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,317 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,317 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,317 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,317 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,317 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,317 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,317 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,317 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,317 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,317 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,317 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,317 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,317 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,317 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,317 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,317 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,317 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,317 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,317 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,317 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,317 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,317 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,317 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,317 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,317 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,317 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,317 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,317 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,317 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,317 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,317 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,317 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,317 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $108,977 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,030 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,030 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,030 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,252 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,252 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $778 | 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 | DE | 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) |
|---|---|---|
| NECT Filing In Lieu OF Form1041 | Yes (X) | NECTFilingInLieuOFForm1041Ind |
| 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 | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| 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 | $29,686 | 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 | $2,104,358 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $75,969 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,180,327 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,180,327 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $32,705 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,147,622 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $107,381 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $107,381 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,030 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,030 | TotalTaxAmt |
| Distributable Before Adj | $105,351 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $105,351 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $105,351 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $102,360 | 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 | $102,360 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $105,351 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $69,011 | 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 | $102,360 | QualifyingDistributionsAmt |
| Applied To Year1 | $69,011 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $33,349 | 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 | $72,002 | 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 | SCHOLARSHIP AMERICA CO SHARON JACK | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7900 INTERNATIONAL DR STE 500 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55425 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5079310717 | RecipientPhoneNum |
| Recipient Email Address | sjackson@scholarshipamerica.org | RecipientEmailAddressTxt |
| Form And Info And Materials | CONTACT SCHOLARSHIP AMERICA FOR APPLICATION MATERIALS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | CONTACT SCHOLARSHIP AMERICA FOR DEADLINE | SubmissionDeadlinesTxt |
| Restrictions On Awards | MUST BE GRADUATING SENIOR FROM MILFORD SCHOOL DISTRICT | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 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 |
|---|---|---|---|---|---|---|---|---|
| OLIVIA MUIR | ||||||||
| % PNC BANK (P7-PFSC-03-Z) | 500 FIRST AVENUE | PITTSBURGH | PA | 15219 | NONE | I | SCHOLARSHIP | $7,305 |
| GRACE LOBIONDO | ||||||||
| % PNC BANK (P7-PFSC-03-Z) | 500 FIRST AVENUE | PITTSBURGH | PA | 15219 | NONE | I | SCHOLARSHIP | $12,000 |
| ANNA COVERDALE | ||||||||
| % PNC BANK (P7-PFSC-03-Z) | 500 FIRST AVENUE | PITTSBURGH | PA | 15219 | NONE | I | SCHOLARSHIP | $12,000 |
| COLE GARLICK | ||||||||
| % PNC BANK (P7-PFSC-03-Z) | 500 FIRST AVENUE | PITTSBURGH | PA | 15219 | NONE | I | SCHOLARSHIP | $7,305 |
| JACKSON CALDWELL | ||||||||
| % PNC BANK (P7-PFSC-03-Z) | 500 FIRST AVENUE | PITTSBURGH | PA | 15219 | NONE | I | SCHOLARSHIP | $7,305 |
| EVE SEKSCINSKI | ||||||||
| % PNC BANK (P7-PFSC-03-Z) | 500 FIRST AVENUE | PITTSBURGH | PA | 15219 | NONE | I | SCHOLARSHIP | $12,000 |
| JARED WRIGHT | ||||||||
| % PNC BANK (P7-PFSC-03-Z) | 500 FIRST AVENUE | PITTSBURGH | PA | 15219 | NONE | I | SCHOLARSHIP | $9,000 |
| WILLIAM EVANS | ||||||||
| % PNC BANK (P7-PFSC-03-Z) | 500 FIRST AVENUE | PITTSBURGH | PA | 15219 | NONE | I | SCHOLARSHIP | $9,000 |
| MADDEN COLE | ||||||||
| % PNC BANK (P7-PFSC-03-Z) | 500 FIRST AVENUE | PITTSBURGH | PA | 15219 | NONE | I | SCHOLARSHIP | $7,305 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $83,220 | 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 | $56,501 | 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 | $108,977 | 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 | $165,478 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $165,478 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (31 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 317609295 SEAFARER OVERSEAS GR | |||
| 461418444 WCM FOCUSED INTL GRO | AT COST | $34,407 | $45,210 |
| 464287200 ISHARES CORE S&P 500 | AT COST | $520,276 | $857,545 |
| 552746364 MFS EMERGING MKTS DE | |||
| 557492485 MADISON MID CAP FUND | |||
| 09252M883 BLACKROCK TOTAL RETU | |||
| 74256W584 PRINCIPAL MIDCAP FUN | AT COST | $21,734 | $34,746 |
| 74440Y884 PGIM HIGH YIELD FUND | |||
| 97717X669 WISDOMTREE U.S. QUAL | |||
| 413838566 OAKMARK INTL SM CAP- | |||
| 543069405 LONGLEAF PARTNERS FD | |||
| 00171A852 AMG RR SM CAP VAL-I | AT COST | $24,141 | $24,730 |
| 00770X675 PZENA EMERG MKTS VAL | AT COST | $42,080 | $56,167 |
| 256210105 DODGE & COX INCOME F | AT COST | $179,562 | $188,065 |
| 89154M702 TOUCHSTONE SANDS EM | AT COST | $59,214 | $54,688 |
| 25434V807 DIMENSIONAL INTERNAT | AT COST | $86,728 | $108,582 |
| 258620566 DOUBLELINE TOTAL RET | |||
| 46429B267 ISHARES U S TREASURY | AT COST | $121,963 | $122,332 |
| 46434V456 ISHARES MSCI INTL QU | |||
| 94987W794 ALLSPRING CORE BOND | |||
| 04314H576 ARTISAN INTL SM/MID- | |||
| 411512460 HARBOR MID CAP VALUE | AT COST | $25,048 | $27,251 |
| 589619824 MERIDIAN SMALL CAP G | AT COST | $26,633 | $26,029 |
| 025072349 AVANTIS US LARGE CAP | AT COST | $34,848 | $40,840 |
| 02631W607 AMER FND MULTI-SEC I | AT COST | $97,722 | $97,722 |
| 092528603 ISHARES FLEXIBLE INC | AT COST | $68,352 | $67,968 |
| 37954Y632 GLOBAL X ART INTEL & | AT COST | $103,171 | $105,636 |
| 46138E800 INVESCO CHINA TECHNO | AT COST | $54,591 | $50,076 |
| 46435G326 ISHARES CORE MSCI DE | AT COST | $81,452 | $91,718 |
| 52107V229 LAZARD INTL QLTY GRW | AT COST | $50,170 | $47,369 |
| 74440B884 PRUDENTIAL TOTAL RET | AT COST | $154,701 | $155,952 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt | BOY Book ValueBOYBookValueAmt |
|---|---|---|---|
| XXX-XX-XXXX CEMETERY LOT | $0 | $0 | |
| XXX-XX-XXXX S. END OF LOTS G21 & | $100 | $100 | $100 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $3 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RENT AND ROYALTY EXPENSES | Desc |
| Revenue And Expenses Per Books | $467 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $467 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MUTUAL FUND TIMING ADJ | Desc |
| Amt | $540 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GRANTMAKING FEES | CategoryTxt |
| Amt | $7,266 | Amt |
| Disbursements Charitable Prps | $7,266 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $627 | $627 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $746 | $0 | $0 |
| FEDERAL ESTIMATES - INCOME | $1,252 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $333 | $333 | $0 |
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