STANLEY PHELPS CHARITABLE TRUST: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- STANLEY PHELPS CHARITABLE TRUST (EIN 52-6174489)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-08
- IRS object ID
- 202601289349102720
- 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 | 2026-05-08T15:01:37-05:00 | 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 | 526174489 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STANLEY PHELPS CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PHEL | BusinessNameControlTxt |
| Phone | 4127525629 | 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 | 4127525629 | PhoneNum |
| Signature | 2026-04-16 | 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 | 2026-04-16 | 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 | $3,295,908 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $90,786 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $90,472 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $118,729 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,536,012 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $118,729 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $209,515 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $209,201 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $39,678 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $22,220 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $17,458 | 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 | $2,124 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,599 | 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 | $41,802 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $23,819 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $17,458 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $132,786 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $132,786 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $174,588 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $23,819 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $150,244 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $34,927 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $185,382 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $36,222 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $115,908 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $115,908 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $2,599,012 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,555,849 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,180,000 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,635,234 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,671,757 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,295,908 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,635,234 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,671,757 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,635,234 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,671,757 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,635,234 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,671,757 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,635,234 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $34,927 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,604 | OtherIncreasesAmt |
| Subtotal | $2,671,765 | SubtotalAmt |
| Other Decreases | $8 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,671,757 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (44 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 324. DIMENSIONAL INTERNATIONAL VA | 2023-11-16 | 2025-03-17 | $13,076 | $10,533 | $2,543 | $2,543 | |
| 113. ISHARES CORE S&P 500 | 2024-11-20 | 2025-03-17 | $64,107 | $67,036 | -$2,929 | -$2,929 | |
| 112. ISHARES MSCI EMERGING MARKETS | 2022-01-10 | 2025-03-17 | $5,068 | $5,458 | -$390 | -$390 | |
| 419. ISHARES CORE S&P SMALL CAP ETF | 2019-08-22 | 2025-03-17 | $44,317 | $32,028 | $12,289 | $12,289 | |
| 320. ISHARES MSCI INTL QUALITY | 2023-05-08 | 2025-03-17 | $13,078 | $11,648 | $1,430 | $1,430 | |
| 2986.266 MADISON MID CAP FUND-R6 | 2019-02-04 | 2025-03-17 | $48,646 | $29,703 | $18,943 | $18,943 | |
| 344. DIMENSIONAL INTERNATIONAL VA | 2023-11-16 | 2025-08-06 | $15,096 | $11,183 | $3,913 | $3,913 | |
| 28. ISHARES CORE S&P 500 | 2024-11-20 | 2025-08-06 | $17,805 | $16,611 | $1,194 | $1,194 | |
| 98. ISHARES CORE S&P 500 | 2023-06-23 | 2025-08-06 | $62,317 | $42,813 | $19,504 | $19,504 | |
| 238. ISHARES MSCI INTL QUALITY | 2023-05-08 | 2025-08-06 | $10,020 | $8,663 | $1,357 | $1,357 | |
| 316.79 PRINCIPAL MIDCAP FUND-R6 | 2015-10-16 | 2025-08-06 | $15,000 | $7,048 | $7,952 | $7,952 | |
| 117. WISDOMTREE U.S. QUALITY DIVI | 2023-10-20 | 2025-08-06 | $10,025 | $7,361 | $2,664 | $2,664 | |
| 24003.968 BLACKROCK TOTAL RETURN-I | 2025-09-03 | $239,080 | $274,685 | -$35,605 | -$35,605 | ||
| 5857.741 BLACKROCK HIGH YIELD PORTFOLIO | 2024-10-30 | 2025-09-03 | $42,293 | $42,000 | $293 | $293 | |
| 6177.203 BLACKROCK HIGH YIELD PORTFOLIO | 2006-04-05 | 2025-09-03 | $44,599 | $48,751 | -$4,152 | -$4,152 | |
| 27457.685 FEDERATED TOTAL RETURN BOND | 2025-09-03 | $261,672 | $273,150 | -$11,478 | -$11,478 | ||
| 6047.364 MFS EMERGING MKTS DEBT FD-R6 | 2025-09-03 | $74,866 | $80,250 | -$5,384 | -$5,384 | ||
| 19321.865 ALLSPRING CORE BOND FUND | 2025-09-03 | $215,052 | $214,000 | $1,052 | $1,052 | ||
| 619. AVANTIS US LARGE CAP VALUE | 2025-03-17 | 2025-10-06 | $45,014 | $40,517 | $4,497 | $4,497 | |
| 1161. ISHARES MSCI EMERGING MARKETS | 2025-10-06 | $63,240 | $49,963 | $13,277 | $13,277 | ||
| 2206. ISHARES MSCI INTL QUALITY | 2025-10-06 | $99,910 | $79,860 | $20,050 | $20,050 | ||
| 1178. WISDOMTREE U.S. QUALITY DIVI | 2025-10-06 | $105,278 | $64,022 | $41,256 | $41,256 | ||
| CAPITAL GAIN DIVIDENDS | $26,453 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,453 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,453 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,453 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,453 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,453 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,453 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,453 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,453 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,453 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,453 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,453 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,453 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,453 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,453 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,453 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,453 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,453 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,453 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,453 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,453 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,453 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $118,729 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,577 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,577 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,577 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,051 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,051 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,526 | 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 |
| 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 | 4127525629 | 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| CHESTER HOBBS IV ESQ | ||||||
| 82 W WASHINGTON STREET SUITE 200 | HAGERSTOWN | MD | 217400000 | CO-TRUSTEE | 2 | $11,903 |
| PNC BANK N A | ||||||
| 500 FIRST AVE P7-PFSC-03-Z | PITTSBURGH | PA | 15219 | CO-TRUSTEE | 1 | $27,775 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,102,756 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $56,728 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,159,484 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,159,484 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $47,392 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,112,092 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $155,605 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $155,605 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,577 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,577 | TotalTaxAmt |
| Distributable Before Adj | $153,028 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $153,028 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $153,028 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $150,244 | 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 | $150,244 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $153,028 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $132,786 | 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 | $150,244 | QualifyingDistributionsAmt |
| Applied To Year1 | $132,786 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $17,458 | 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 | $135,570 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KENNEDY KRIEGER INSTITUTE | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1741 ASHLAND AVE 7TH FL FINANCE | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusCd |
| Grant Or Contribution Purpose | GENERAL SUPPORT | GrantOrContributionPurposeTxt |
| Amt | $132,786 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $132,786 | 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 | $90,786 | 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 | $118,729 | 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 | $209,515 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $209,515 | 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 (25 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 412295107 HARDING LOEVNER INTE | AT COST | $106,709 | $123,131 |
| 464287200 ISHARES CORE S&P 500 | AT COST | $656,182 | $1,134,946 |
| 464287234 ISHARES MSCI EMERGIN | AT COST | $117,865 | $163,583 |
| 464287804 ISHARES CORE S&P SMA | |||
| 552746364 MFS EMERGING MKTS DE | |||
| 557492485 MADISON MID CAP FUND | |||
| 09252M883 BLACKROCK TOTAL RETU | |||
| 09260B630 BLACKROCK HIGH YIELD | |||
| 74256W584 PRINCIPAL MIDCAP FUN | AT COST | $25,933 | $50,017 |
| 97717X669 WISDOMTREE U.S. QUAL | |||
| 31428Q739 FEDERATED TOTAL RETU | |||
| 25434V807 DIMENSIONAL INTERNAT | AT COST | $97,189 | $142,215 |
| 46429B267 ISHARES U S TREASURY | AT COST | $196,711 | $196,864 |
| 46434V456 ISHARES MSCI INTL QU | |||
| 89609H704 TRIBUTARY SMALL COMP | AT COST | $68,890 | $69,475 |
| 94987W794 ALLSPRING CORE BOND | |||
| 411512460 HARBOR MID CAP VALUE | AT COST | $42,600 | $46,054 |
| 025072349 AVANTIS US LARGE CAP | AT COST | $50,335 | $58,267 |
| 02631W607 AMER FND MULTI-SEC I | AT COST | $155,000 | $154,837 |
| 092528603 ISHARES FLEXIBLE INC | AT COST | $104,407 | $104,274 |
| 256210105 DODGE & COX INCOME F | AT COST | $315,000 | $315,984 |
| 37954Y632 GLOBAL X ART INTEL & | AT COST | $152,983 | $151,919 |
| 46138E800 INVESCO CHINA TECHNO | AT COST | $80,374 | $69,056 |
| 46435G326 ISHARES CORE MSCI DE | AT COST | $125,671 | $137,659 |
| 74440B884 PRUDENTIAL TOTAL RET | AT COST | $260,000 | $261,719 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $8 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MUTUAL FUND TIMING ADJ | Desc |
| Amt | $1,604 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,190 | $1,190 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $525 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $409 | $409 | $0 |
Comments