JOHN B AND JARMILA MAIORANA FDN: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- JOHN B AND JARMILA MAIORANA FDN (EIN 32-6592570)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-08
- IRS object ID
- 202601289349102435
- 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 | 2026-05-08T15:01:39-05:00 | 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 | 326592570 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN B AND JARMILA MAIORANA FDN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MAIO | BusinessNameControlTxt |
| Phone | 4124423927 | 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 | 4124423927 | PhoneNum |
| Signature | 2026-03-28 | 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 | 2026-03-28 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,249,524 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $54,888 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $54,680 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $87,485 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $890,525 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $87,485 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $142,373 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $142,165 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $29,430 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $23,544 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $5,886 | 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 | $2,714 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $957 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $32,144 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $24,501 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,886 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $73,086 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $73,086 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $105,230 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $24,501 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $78,972 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $37,143 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $117,664 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $65,816 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $49,378 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $49,378 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $1,718,530 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,772,615 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,200,146 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,784,346 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,821,993 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,249,524 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,784,346 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,821,993 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,784,346 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,821,993 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,784,346 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,821,993 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,784,346 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $37,143 | ExcessRevenueOverExpensesAmt |
| Other Increases | $507 | OtherIncreasesAmt |
| Subtotal | $1,821,996 | SubtotalAmt |
| Other Decreases | $3 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,821,993 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (90 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 581.598 AMG RR SM CAP VAL-I | 2024-06-11 | 2025-03-11 | $8,922 | $8,980 | -$58 | -$58 | |
| 1352.777 ARTISAN INTL SM/MID-INST | 2024-08-20 | 2025-03-11 | $23,647 | $25,162 | -$1,515 | -$1,515 | |
| 49. DIMENSIONAL INTERNATIONAL VA | 2023-11-14 | 2025-03-11 | $1,917 | $1,602 | $315 | $315 | |
| 690.083 DOUBLELINE TOTAL RETURN BOND | 2023-05-25 | 2025-03-11 | $6,107 | $6,087 | $20 | $20 | |
| 561.805 HARBOR MID CAP VALUE | 2024-06-11 | 2025-03-11 | $14,023 | $14,186 | -$163 | -$163 | |
| 1216.385 OAKMARK INTL SM CAP-R6 | 2020-10-22 | 2025-03-11 | $23,914 | $19,058 | $4,856 | $4,856 | |
| 5. ISHARES CORE S&P 500 | 2024-11-19 | 2025-03-11 | $2,818 | $2,956 | -$138 | -$138 | |
| 15. ISHARES U S TREASURY BOND | 2023-05-25 | 2025-03-11 | $344 | $345 | -$1 | -$1 | |
| 40. ISHARES MSCI INTL QUALITY | 2023-05-22 | 2025-03-11 | $1,602 | $1,444 | $158 | $158 | |
| 30.103 MFS EMERGING MKTS DEBT FD-R6 | 2020-10-22 | 2025-03-11 | $363 | $445 | -$82 | -$82 | |
| 2094.243 MADISON MID CAP FUND-R6 | 2020-10-22 | 2025-03-11 | $33,613 | $24,591 | $9,022 | $9,022 | |
| 617.792 MERIDIAN SMALL CAP GROW-INSTL | 2024-06-11 | 2025-03-11 | $7,537 | $7,908 | -$371 | -$371 | |
| 27.177 PRINCIPAL MIDCAP FUND-R6 | 2020-10-22 | 2025-03-11 | $1,172 | $891 | $281 | $281 | |
| 146.951 PGIM HIGH YIELD FUND | 2020-10-22 | 2025-03-11 | $705 | $789 | -$84 | -$84 | |
| 114.368 ALLSPRING CORE BOND FUND | 2023-05-25 | 2025-03-11 | $1,264 | $1,257 | $7 | $7 | |
| 17. WISDOMTREE U.S. QUALITY DIVI | 2024-11-19 | 2025-03-11 | $1,350 | $1,414 | -$64 | -$64 | |
| 2. WISDOMTREE U.S. QUALITY DIVI | 2023-09-26 | 2025-03-11 | $159 | $127 | $32 | $32 | |
| 77.619 PZENA EMERG MKTS VALUE-INST | 2025-03-11 | 2025-08-26 | $1,136 | $983 | $153 | $153 | |
| 70.559 PZENA EMERG MKTS VALUE-INST | 2024-06-07 | 2025-08-26 | $1,032 | $908 | $124 | $124 | |
| 2. AVANTIS US LARGE CAP VALUE | 2025-03-11 | 2025-08-26 | $143 | $129 | $14 | $14 | |
| 12044.851 BLACKROCK TOTAL RETURN-I | 2024-08-26 | 2025-08-26 | $119,846 | $122,135 | -$2,289 | -$2,289 | |
| 97.783 BLACKROCK TOTAL RETURN-I | 2025-03-11 | 2025-08-26 | $973 | $964 | $9 | $9 | |
| 65. DIMENSIONAL INTERNATIONAL VA | 2023-11-14 | 2025-08-26 | $2,957 | $2,125 | $832 | $832 | |
| 6768.479 DOUBLELINE TOTAL RETURN BOND | 2023-05-25 | 2025-08-26 | $60,172 | $59,299 | $873 | $873 | |
| 234.832 SEAFARER OVERSEAS GROWTH & | 2021-03-24 | 2025-08-26 | $3,252 | $3,494 | -$242 | -$242 | |
| 221.388 WCM FOCUSED INTL GROWTH-INS | 2025-03-11 | 2025-08-26 | $5,880 | $5,088 | $792 | $792 | |
| 73. ISHARES CORE S&P 500 | 2024-11-19 | 2025-08-26 | $47,141 | $43,158 | $3,983 | $3,983 | |
| 29. ISHARES CORE MSCI DEV MKTS | 2025-03-11 | 2025-08-26 | $2,273 | $1,998 | $275 | $275 | |
| 181.718 LONGLEAF PARTNERS FDS TR | 2021-03-24 | 2025-08-26 | $3,265 | $3,365 | -$100 | -$100 | |
| 1389.023 MFS EMERGING MKTS DEBT FD-R6 | 2024-08-26 | 2025-08-26 | $17,168 | $16,974 | $194 | $194 | |
| 1510.93 MFS EMERGING MKTS DEBT FD-R6 | 2020-10-22 | 2025-08-26 | $18,675 | $19,821 | -$1,146 | -$1,146 | |
| 5715.245 PGIM HIGH YIELD FUND | 2024-10-08 | 2025-08-26 | $27,948 | $27,719 | $229 | $229 | |
| 3656.416 PGIM HIGH YIELD FUND | 2020-10-22 | 2025-08-26 | $17,880 | $18,508 | -$628 | -$628 | |
| 103.688 TOUCHSTONE SANDS EM GR-R6 | 2021-03-24 | 2025-08-26 | $1,721 | $2,149 | -$428 | -$428 | |
| 8129.43 ALLSPRING CORE BOND FUND | 2023-05-25 | 2025-08-26 | $90,318 | $89,083 | $1,235 | $1,235 | |
| 2. WISDOMTREE U.S. QUALITY DIVI | 2023-09-26 | 2025-08-26 | $174 | $127 | $47 | $47 | |
| 323.844 LONGLEAF PARTNERS FDS TR | 2025-03-11 | 2025-09-03 | $5,819 | $5,023 | $796 | $796 | |
| 2072.059 LONGLEAF PARTNERS FDS TR | 2021-03-24 | 2025-09-03 | $37,235 | $33,941 | $3,294 | $3,294 | |
| 455. AVANTIS US LARGE CAP VALUE | 2025-03-11 | 2025-09-23 | $33,018 | $29,417 | $3,601 | $3,601 | |
| 197.553 SEAFARER OVERSEAS GROWTH & | 2025-03-11 | 2025-09-23 | $2,839 | $2,361 | $478 | $478 | |
| 3755.599 SEAFARER OVERSEAS GROWTH & | 2020-10-22 | 2025-09-23 | $53,968 | $47,977 | $5,991 | $5,991 | |
| 39.915 WCM FOCUSED INTL GROWTH-INS | 2025-03-11 | 2025-09-23 | $1,100 | $917 | $183 | $183 | |
| 1432.172 WCM FOCUSED INTL GROWTH-INS | 2020-10-22 | 2025-09-23 | $39,456 | $32,038 | $7,418 | $7,418 | |
| 1749. ISHARES MSCI INTL QUALITY | 2023-04-19 | 2025-09-23 | $77,260 | $62,839 | $14,421 | $14,421 | |
| 870. WISDOMTREE U.S. QUALITY DIVI | 2023-09-26 | 2025-09-23 | $77,834 | $55,407 | $22,427 | $22,427 | |
| CAPITAL GAIN DIVIDENDS | $12,306 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,306 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,306 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,306 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,306 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,306 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,306 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,306 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,306 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,306 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,306 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,306 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,306 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,306 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,306 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,306 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,306 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,306 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,306 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,306 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,306 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,306 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,306 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,306 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,306 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,306 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,306 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,306 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,306 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,306 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,306 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,306 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,306 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,306 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,306 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,306 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,306 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,306 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,306 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,306 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,306 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,306 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,306 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,306 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,306 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $87,485 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,636 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,636 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,636 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,036 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,036 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $600 | 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 | 4124423927 | 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 | $29,430 | 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 | $2,093,329 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $41,614 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,134,943 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,134,943 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $32,024 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,102,919 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $105,146 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $105,146 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,636 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,636 | TotalTaxAmt |
| Distributable Before Adj | $103,510 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $103,510 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $103,510 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $78,972 | 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 | $78,972 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $103,510 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $83,007 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $61,309 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $7,970 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $152,286 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $78,972 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $78,972 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $24,538 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $24,538 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $127,748 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $127,748 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $58,469 | ExcessFromYear4Amt |
| Excess From Year3 | $61,309 | ExcessFromYear3Amt |
| Excess From Year2 | $7,970 | 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
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF PITTSBURGH | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4200 FIFTH AVENUE | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15260 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusCd |
| Grant Or Contribution Purpose | GENERAL SUPPORT | GrantOrContributionPurposeTxt |
| Amt | $73,086 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $73,086 | 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 | $54,888 | 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 | $87,485 | 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 | $142,373 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $142,373 | 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 | $38,299 | $45,158 |
| 464287200 ISHARES CORE S&P 500 | AT COST | $504,118 | $856,860 |
| 552746364 MFS EMERGING MKTS DE | |||
| 557492485 MADISON MID CAP FUND | |||
| 74256W584 PRINCIPAL MIDCAP FUN | AT COST | $26,425 | $34,620 |
| 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 | $23,853 | $25,107 |
| 00770X675 PZENA EMERG MKTS VAL | AT COST | $42,416 | $56,103 |
| 256210105 DODGE & COX INCOME F | AT COST | $180,121 | $187,848 |
| 89154M702 TOUCHSTONE SANDS EM | AT COST | $53,913 | $54,625 |
| 25434V807 DIMENSIONAL INTERNAT | AT COST | $86,604 | $108,433 |
| 258620566 DOUBLELINE TOTAL RET | |||
| 46429B267 ISHARES U S TREASURY | AT COST | $121,566 | $122,194 |
| 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 | $24,954 | $27,148 |
| 589619824 MERIDIAN SMALL CAP G | AT COST | $26,340 | $25,743 |
| 025072349 AVANTIS US LARGE CAP | AT COST | $34,848 | $40,840 |
| 02631W607 AMER FND MULTI-SEC I | AT COST | $97,627 | $97,627 |
| 092528603 ISHARES FLEXIBLE INC | AT COST | $68,299 | $67,915 |
| 37954Y632 GLOBAL X ART INTEL & | AT COST | $102,724 | $105,178 |
| 46138E800 INVESCO CHINA TECHNO | AT COST | $54,535 | $50,024 |
| 46435G326 ISHARES CORE MSCI DE | AT COST | $81,338 | $91,635 |
| 52107V229 LAZARD INTL QLTY GRW | AT COST | $50,113 | $47,315 |
| 74440B884 PRUDENTIAL TOTAL RET | AT COST | $154,522 | $155,773 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $3 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MUTUAL FUND TIMING ADJ | Desc |
| Amt | $507 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $625 | $625 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $721 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $1,036 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $332 | $332 | $0 |
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