ELEANOR W HOUCK TR UW: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- ELEANOR W HOUCK TR UW (EIN 52-6066209)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-08
- IRS object ID
- 202601289349100530
- 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 Decreases Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-08T15:01:42-05:00 | 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 | 526066209 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELEANOR HOUCK FBO EVANGELICAL CH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOUC | 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 | 2026-03-31 | 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 | 2026-03-31 | 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 | $4,848,957 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $118,959 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $118,508 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $216,029 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,013,395 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $216,029 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $334,988 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $334,537 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $54,126 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $43,301 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $10,825 | 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 | $5,933 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,078 | 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 | $60,059 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $45,379 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,825 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $223,198 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $223,198 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $283,257 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $45,379 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $234,023 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $51,731 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $289,158 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $91,543 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $85,679 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $85,679 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $3,652,526 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,711,180 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,763,278 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,744,069 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,796,859 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,848,957 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,744,069 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,796,859 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,744,069 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,796,859 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,744,069 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,796,859 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,744,069 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $51,731 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,065 | OtherIncreasesAmt |
| Subtotal | $3,796,865 | SubtotalAmt |
| Other Decreases | $6 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,796,859 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (102 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 1240.323 AMG RR SM CAP VAL-I | 2024-06-11 | 2025-03-11 | $19,027 | $19,151 | -$124 | -$124 | |
| 131.351 AMG RR SM CAP VAL-I | 2024-02-26 | 2025-03-11 | $2,015 | $2,048 | -$33 | -$33 | |
| 2968.502 ARTISAN INTL SM/MID-INST | 2024-08-20 | 2025-03-11 | $51,889 | $55,214 | -$3,325 | -$3,325 | |
| 247. DIMENSIONAL INTERNATIONAL VA | 2025-03-11 | $9,663 | $8,196 | $1,467 | $1,467 | ||
| 97.928 DODGE & COX INCOME FUND | 2024-10-08 | 2025-03-11 | $1,242 | $1,253 | -$11 | -$11 | |
| 2370.184 DOUBLELINE TOTAL RETURN BOND | 2025-03-11 | $20,976 | $21,016 | -$40 | -$40 | ||
| 1299.917 HARBOR MID CAP VALUE | 2024-06-11 | 2025-03-11 | $32,446 | $32,823 | -$377 | -$377 | |
| 2760.582 OAKMARK INTL SM CAP-R6 | 2025-03-11 | $54,273 | $36,257 | $18,016 | $18,016 | ||
| 37. ISHARES CORE S&P 500 | 2024-11-19 | 2025-03-11 | $20,853 | $21,875 | -$1,022 | -$1,022 | |
| 31. ISHARES MSCI INTL QUALITY | 2023-04-19 | 2025-03-11 | $1,241 | $1,117 | $124 | $124 | |
| 159.726 MFS EMERGING MKTS DEBT FD-R6 | 2021-03-09 | 2025-03-11 | $1,928 | $2,346 | -$418 | -$418 | |
| 4403.242 MADISON MID CAP FUND-R6 | 2025-03-11 | $70,672 | $42,272 | $28,400 | $28,400 | ||
| 1473.493 MERIDIAN SMALL CAP GROW-INSTL | 2024-06-11 | 2025-03-11 | $17,977 | $18,861 | -$884 | -$884 | |
| 97.211 PRINCIPAL MIDCAP FUND-R6 | 2018-02-08 | 2025-03-11 | $4,192 | $2,543 | $1,649 | $1,649 | |
| 557.762 PGIM HIGH YIELD FUND | 2018-02-08 | 2025-03-11 | $2,677 | $3,051 | -$374 | -$374 | |
| 454.822 ALLSPRING CORE BOND FUND | 2023-05-25 | 2025-03-11 | $5,026 | $4,998 | $28 | $28 | |
| 30. WISDOMTREE U.S. QUALITY DIVI | 2024-11-19 | 2025-03-11 | $2,382 | $2,495 | -$113 | -$113 | |
| 28. WISDOMTREE U.S. QUALITY DIVI | 2023-09-26 | 2025-03-11 | $2,223 | $1,783 | $440 | $440 | |
| 501.05 WCM FOCUSED INTL GROWTH-INS | 2025-03-11 | 2025-05-29 | $13,047 | $11,514 | $1,533 | $1,533 | |
| 78. ISHARES CORE S&P 500 | 2024-11-19 | 2025-05-29 | $46,158 | $46,114 | $44 | $44 | |
| 396.339 PZENA EMERG MKTS VALUE-INST | 2025-03-11 | 2025-08-26 | $5,798 | $5,022 | $776 | $776 | |
| 43. AVANTIS US LARGE CAP VALUE | 2025-03-11 | 2025-08-26 | $3,067 | $2,780 | $287 | $287 | |
| 26577.372 BLACKROCK TOTAL RETURN-I | 2025-08-26 | $264,445 | $269,390 | -$4,945 | -$4,945 | ||
| 165. DIMENSIONAL INTERNATIONAL VA | 2023-11-14 | 2025-08-26 | $7,506 | $5,394 | $2,112 | $2,112 | |
| 14814.251 DOUBLELINE TOTAL RETURN BOND | 2025-08-26 | $131,699 | $130,268 | $1,431 | $1,431 | ||
| 609.453 SEAFARER OVERSEAS GROWTH & | 2021-03-24 | 2025-08-26 | $8,441 | $9,069 | -$628 | -$628 | |
| 21.899 HARBOR MID CAP VALUE | 2024-06-11 | 2025-08-26 | $619 | $553 | $66 | $66 | |
| 61.193 WCM FOCUSED INTL GROWTH-INS | 2025-03-11 | 2025-08-26 | $1,625 | $1,406 | $219 | $219 | |
| 74. ISHARES CORE S&P 500 | 2024-11-19 | 2025-08-26 | $47,786 | $43,749 | $4,037 | $4,037 | |
| 37. ISHARES CORE S&P 500 | 2023-03-06 | 2025-08-26 | $23,893 | $15,095 | $8,798 | $8,798 | |
| 29. ISHARES MSCI INTL QUALITY | 2023-04-19 | 2025-08-26 | $1,251 | $1,045 | $206 | $206 | |
| 89. ISHARES CORE MSCI DEV MKTS | 2025-03-11 | 2025-08-26 | $6,974 | $6,133 | $841 | $841 | |
| 454.396 LONGLEAF PARTNERS FDS TR | 2021-03-24 | 2025-08-26 | $8,166 | $8,415 | -$249 | -$249 | |
| 2886.287 MFS EMERGING MKTS DEBT FD-R6 | 2024-08-26 | 2025-08-26 | $35,675 | $35,270 | $405 | $405 | |
| 3460.874 MFS EMERGING MKTS DEBT FD-R6 | 2025-08-26 | $42,776 | $48,178 | -$5,402 | -$5,402 | ||
| 25.648 PRINCIPAL MIDCAP FUND-R6 | 2018-02-08 | 2025-08-26 | $1,232 | $671 | $561 | $561 | |
| 11945.043 PGIM HIGH YIELD FUND | 2024-10-08 | 2025-08-26 | $58,411 | $57,933 | $478 | $478 | |
| 8566.826 PGIM HIGH YIELD FUND | 2025-08-26 | $41,892 | $46,391 | -$4,499 | -$4,499 | ||
| 6.548 TOUCHSTONE SANDS EM GR-R6 | 2025-03-11 | 2025-08-26 | $109 | $96 | $13 | $13 | |
| 288.15 TOUCHSTONE SANDS EM GR-R6 | 2022-03-01 | 2025-08-26 | $4,783 | $4,720 | $63 | $63 | |
| 17792.983 ALLSPRING CORE BOND FUND | 2025-08-26 | $197,680 | $195,182 | $2,498 | $2,498 | ||
| 26. WISDOMTREE U.S. QUALITY DIVI | 2023-09-26 | 2025-08-26 | $2,264 | $1,656 | $608 | $608 | |
| 296.74 LONGLEAF PARTNERS FDS TR | 2025-03-11 | 2025-09-03 | $5,332 | $4,602 | $730 | $730 | |
| 4889.474 LONGLEAF PARTNERS FDS TR | 2025-09-03 | $87,864 | $88,528 | -$664 | -$664 | ||
| 971. AVANTIS US LARGE CAP VALUE | 2025-03-11 | 2025-09-23 | $70,462 | $62,778 | $7,684 | $7,684 | |
| 700.704 SEAFARER OVERSEAS GROWTH & | 2025-03-11 | 2025-09-23 | $10,069 | $8,373 | $1,696 | $1,696 | |
| 7856.36 SEAFARER OVERSEAS GROWTH & | 2025-09-23 | $112,896 | $104,601 | $8,295 | $8,295 | ||
| 239.904 WCM FOCUSED INTL GROWTH-INS | 2025-03-11 | 2025-09-23 | $6,609 | $5,513 | $1,096 | $1,096 | |
| 2946.139 WCM FOCUSED INTL GROWTH-INS | 2018-10-24 | 2025-09-23 | $81,166 | $43,249 | $37,917 | $37,917 | |
| 3801. ISHARES MSCI INTL QUALITY | 2025-09-23 | $167,904 | $136,458 | $31,446 | $31,446 | ||
| 1883. WISDOMTREE U.S. QUALITY DIVI | 2023-09-26 | 2025-09-23 | $168,460 | $119,921 | $48,539 | $48,539 | |
| CAPITAL GAIN DIVIDENDS | $26,634 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,634 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,634 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,634 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,634 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,634 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,634 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,634 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,634 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,634 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,634 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,634 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,634 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,634 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,634 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,634 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,634 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,634 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,634 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,634 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,634 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,634 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,634 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,634 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,634 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,634 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,634 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,634 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,634 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,634 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,634 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,634 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,634 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,634 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,634 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,634 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,634 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,634 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,634 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,634 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,634 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,634 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,634 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,634 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,634 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,634 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,634 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,634 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,634 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,634 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,634 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $216,029 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,019 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,019 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,019 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,630 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,630 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,389 | 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 | MD | 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 |
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) |
|---|---|---|
| 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 | 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 | $54,126 | 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 | $4,555,163 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $73,422 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,628,585 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,628,585 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $69,429 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,559,156 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $227,958 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $227,958 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,019 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,019 | TotalTaxAmt |
| Distributable Before Adj | $223,939 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $223,939 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $223,939 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $234,023 | 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 | $234,023 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $223,939 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $33,114 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $9,121 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $42,402 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $5,995 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $7,207 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $97,839 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $234,023 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $223,939 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $10,084 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $107,923 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $33,114 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $74,809 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $9,121 | ExcessFromYear4Amt |
| Excess From Year3 | $42,402 | ExcessFromYear3Amt |
| Excess From Year2 | $5,995 | ExcessFromYear2Amt |
| Excess From Year1 | $7,207 | ExcessFromYear1Amt |
| Excess From Current Year | $10,084 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EVANGELICAL REF UN CH-CHRIST | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 WEST CHURCH ST | AddressLine1Txt |
| City | FREDERICK | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 217015408 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusCd |
| Grant Or Contribution Purpose | GENERAL SUPPORT | GrantOrContributionPurposeTxt |
| Amt | $223,198 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $223,198 | 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 | $118,959 | 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 | $216,029 | 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 | $334,988 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $334,988 | 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 | $57,519 | $97,761 |
| 464287200 ISHARES CORE S&P 500 | AT COST | $1,032,881 | $1,855,502 |
| 552746364 MFS EMERGING MKTS DE | |||
| 557492485 MADISON MID CAP FUND | |||
| 74256W584 PRINCIPAL MIDCAP FUN | AT COST | $42,260 | $75,124 |
| 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 | $50,767 | $53,532 |
| 00770X675 PZENA EMERG MKTS VAL | AT COST | $90,097 | $121,455 |
| 256210105 DODGE & COX INCOME F | AT COST | $387,218 | $406,668 |
| 89154M702 TOUCHSTONE SANDS EM | AT COST | $93,799 | $118,256 |
| 25434V807 DIMENSIONAL INTERNAT | AT COST | $187,501 | $234,780 |
| 258620566 DOUBLELINE TOTAL RET | |||
| 46429B267 ISHARES U S TREASURY | AT COST | $263,474 | $264,557 |
| 46434V456 ISHARES MSCI INTL QU | |||
| 94987W794 ALLSPRING CORE BOND | |||
| 04314H576 ARTISAN INTL SM/MID- | |||
| 09252M883 BLACKROCK TOTAL RETU | |||
| 411512460 HARBOR MID CAP VALUE | AT COST | $54,065 | $58,818 |
| 589619824 MERIDIAN SMALL CAP G | AT COST | $57,650 | $56,344 |
| 025072349 AVANTIS US LARGE CAP | AT COST | $75,450 | $88,424 |
| 02631W607 AMER FND MULTI-SEC I | AT COST | $211,325 | $211,325 |
| 092528603 ISHARES FLEXIBLE INC | AT COST | $147,849 | $147,017 |
| 37954Y632 GLOBAL X ART INTEL & | AT COST | $221,939 | $227,242 |
| 46138E800 INVESCO CHINA TECHNO | AT COST | $118,140 | $108,368 |
| 46435G326 ISHARES CORE MSCI DE | AT COST | $176,237 | $198,447 |
| 52107V229 LAZARD INTL QLTY GRW | AT COST | $108,488 | $102,430 |
| 74440B884 PRUDENTIAL TOTAL RET | AT COST | $334,521 | $337,228 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $6 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MUTUAL FUND TIMING ADJ | Desc |
| Amt | $1,065 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,357 | $1,357 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $1,225 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $2,630 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $721 | $721 | $0 |
Comments