GEORGE F & ROSALIE PETERSON MEMORIAL TRUST NO 2: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- GEORGE F & ROSALIE PETERSON MEMORIAL TRUST NO 2 (EIN 25-6121241)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-08
- IRS object ID
- 202601289349103030
- 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 Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-08T15:01:41-05:00 | 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 | 256121241 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GEORGE F & ROSALIE PETERSON MEMORIAL TR2 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PETE | BusinessNameControlTxt |
| Phone | 4122094802 | 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 | 4122094802 | 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 | $2,703,123 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $66,819 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $66,569 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $123,298 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,219,678 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $123,298 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $190,117 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $189,867 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $29,587 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $23,669 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $5,917 | 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 | $3,542 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,134 | 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 | $25 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $25 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $33,154 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $24,828 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,917 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $114,204 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $114,204 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $147,358 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $24,828 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $120,121 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $42,759 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $165,039 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $94,155 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $115,249 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $115,249 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $2,027,023 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,050,210 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,587,874 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,121,178 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,165,459 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,703,123 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,121,178 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,165,459 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,121,178 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,165,459 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,121,178 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,165,459 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,121,178 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $42,759 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,530 | OtherIncreasesAmt |
| Subtotal | $2,165,467 | SubtotalAmt |
| Other Decreases | $8 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,165,459 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (138 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 778.385 AMG RR SM CAP VAL-I | 2024-06-11 | 2025-03-11 | $11,940 | $12,018 | -$78 | -$78 | |
| 1701.708 ARTISAN INTL SM/MID-INST | 2024-08-20 | 2025-03-11 | $29,746 | $31,652 | -$1,906 | -$1,906 | |
| 92.664 BAIRD MIDCAP INST | 2024-06-11 | 2025-03-11 | $1,975 | $2,199 | -$224 | -$224 | |
| 71. DIMENSIONAL INTERNATIONAL VA | 2023-11-14 | 2025-03-11 | $2,778 | $2,321 | $457 | $457 | |
| 895.759 DOUBLELINE TOTAL RETURN BOND | 2023-05-25 | 2025-03-11 | $7,927 | $7,901 | $26 | $26 | |
| 213.394 HARBOR MID CAP VALUE | 2024-06-11 | 2025-03-11 | $5,326 | $5,388 | -$62 | -$62 | |
| 24.16 OAKMARK INTL SM CAP-R6 | 2024-05-03 | 2025-03-11 | $475 | $470 | $5 | $5 | |
| 1522.111 OAKMARK INTL SM CAP-R6 | 2019-04-10 | 2025-03-11 | $29,925 | $21,317 | $8,608 | $8,608 | |
| 3. ISHARES CORE S&P 500 | 2024-11-19 | 2025-03-11 | $1,691 | $1,774 | -$83 | -$83 | |
| 7. ISHARES MSCI INTL QUALITY | 2023-04-19 | 2025-03-11 | $280 | $252 | $28 | $28 | |
| 35.849 MFS EMERGING MKTS DEBT FD-R6 | 2019-04-10 | 2025-03-11 | $433 | $515 | -$82 | -$82 | |
| 821.326 MERIDIAN SMALL CAP GROW-INSTL | 2024-06-11 | 2025-03-11 | $10,020 | $10,513 | -$493 | -$493 | |
| 188.365 PGIM HIGH YIELD FUND | 2019-04-10 | 2025-03-11 | $904 | $1,025 | -$121 | -$121 | |
| 883.385 TOUCHSTONE MID CAP-R6 | 2022-03-01 | 2025-03-11 | $46,272 | $39,538 | $6,734 | $6,734 | |
| 147.571 ALLSPRING CORE BOND FUND | 2023-05-25 | 2025-03-11 | $1,631 | $1,622 | $9 | $9 | |
| 21. WISDOMTREE U.S. QUALITY DIVI | 2024-11-19 | 2025-03-11 | $1,667 | $1,746 | -$79 | -$79 | |
| 180.919 PZENA EMERG MKTS VALUE-INST | 2025-03-11 | 2025-08-19 | $2,625 | $2,292 | $333 | $333 | |
| 1689.538 BAIRD MIDCAP INST | 2024-06-11 | 2025-08-19 | $38,927 | $40,093 | -$1,166 | -$1,166 | |
| 69. DIMENSIONAL INTERNATIONAL VA | 2023-11-14 | 2025-08-19 | $3,130 | $2,256 | $874 | $874 | |
| 290.152 SEAFARER OVERSEAS GROWTH & | 2021-03-24 | 2025-08-19 | $3,987 | $4,317 | -$330 | -$330 | |
| 238.447 HARBOR MID CAP VALUE | 2024-06-11 | 2025-08-19 | $6,607 | $6,021 | $586 | $586 | |
| 296.297 WCM FOCUSED INTL GROWTH-INS | 2025-03-11 | 2025-08-19 | $7,852 | $6,809 | $1,043 | $1,043 | |
| 76. ISHARES CORE S&P 500 | 2024-11-19 | 2025-08-19 | $48,819 | $44,932 | $3,887 | $3,887 | |
| 37. ISHARES CORE MSCI DEV MKTS | 2025-03-11 | 2025-08-19 | $2,901 | $2,550 | $351 | $351 | |
| 183.97 LONGLEAF PARTNERS FDS TR | 2021-03-24 | 2025-08-19 | $3,317 | $3,407 | -$90 | -$90 | |
| 131.895 TOUCHSTONE SANDS EM GR-R6 | 2022-01-27 | 2025-08-19 | $2,155 | $2,238 | -$83 | -$83 | |
| 14522.901 BLACKROCK TOTAL RETURN-I | 2024-08-26 | 2025-08-26 | $144,503 | $147,262 | -$2,759 | -$2,759 | |
| 1397.656 BLACKROCK TOTAL RETURN-I | 2025-03-11 | 2025-08-26 | $13,907 | $13,844 | $63 | $63 | |
| 757.721 DOUBLELINE TOTAL RETURN BOND | 2025-08-19 | 2025-08-26 | $6,736 | $6,706 | $30 | $30 | |
| 8166.169 DOUBLELINE TOTAL RETURN BOND | 2023-05-25 | 2025-08-26 | $72,597 | $71,289 | $1,308 | $1,308 | |
| 1512.376 MFS EMERGING MKTS DEBT FD-R6 | 2024-08-26 | 2025-08-26 | $18,693 | $18,481 | $212 | $212 | |
| 214.599 MFS EMERGING MKTS DEBT FD-R6 | 2025-08-19 | 2025-08-26 | $2,652 | $2,659 | -$7 | -$7 | |
| 1986.416 MFS EMERGING MKTS DEBT FD-R6 | 2019-04-10 | 2025-08-26 | $24,552 | $25,675 | -$1,123 | -$1,123 | |
| 6394.202 PGIM HIGH YIELD FUND | 2024-10-08 | 2025-08-26 | $31,268 | $31,012 | $256 | $256 | |
| 853.747 PGIM HIGH YIELD FUND | 2025-08-19 | 2025-08-26 | $4,175 | $4,158 | $17 | $17 | |
| 4912.707 PGIM HIGH YIELD FUND | 2019-04-10 | 2025-08-26 | $24,023 | $24,787 | -$764 | -$764 | |
| 870.249 ALLSPRING CORE BOND FUND | 2025-08-19 | 2025-08-26 | $9,668 | $9,642 | $26 | $26 | |
| 9808.157 ALLSPRING CORE BOND FUND | 2023-05-25 | 2025-08-26 | $108,969 | $107,428 | $1,541 | $1,541 | |
| 216.067 LONGLEAF PARTNERS FDS TR | 2025-03-11 | 2025-09-03 | $3,883 | $3,351 | $532 | $532 | |
| 2709.413 LONGLEAF PARTNERS FDS TR | 2021-03-24 | 2025-09-03 | $48,688 | $46,584 | $2,104 | $2,104 | |
| 551. AVANTIS US LARGE CAP VALUE | 2025-03-11 | 2025-09-23 | $39,984 | $35,624 | $4,360 | $4,360 | |
| 6. AVANTIS US LARGE CAP VALUE | 2025-08-19 | 2025-09-23 | $435 | $424 | $11 | $11 | |
| 243.685 SEAFARER OVERSEAS GROWTH & | 2025-03-11 | 2025-09-23 | $3,502 | $2,912 | $590 | $590 | |
| 4518.971 SEAFARER OVERSEAS GROWTH & | 2019-04-10 | 2025-09-23 | $64,938 | $53,939 | $10,999 | $10,999 | |
| 170.926 WCM FOCUSED INTL GROWTH-INS | 2025-03-11 | 2025-09-23 | $4,709 | $3,928 | $781 | $781 | |
| 2.485 WCM FOCUSED INTL GROWTH-INS | 2025-08-26 | 2025-09-23 | $68 | $66 | $2 | $2 | |
| 1570.689 WCM FOCUSED INTL GROWTH-INS | 2018-09-26 | 2025-09-23 | $43,272 | $26,688 | $16,584 | $16,584 | |
| 20. ISHARES MSCI INTL QUALITY | 2025-08-19 | 2025-09-23 | $883 | $862 | $21 | $21 | |
| 2111. ISHARES MSCI INTL QUALITY | 2023-04-19 | 2025-09-23 | $93,251 | $75,400 | $17,851 | $17,851 | |
| 3. WISDOMTREE U.S. QUALITY DIVI | 2025-08-19 | 2025-09-23 | $268 | $261 | $7 | $7 | |
| 1052. WISDOMTREE U.S. QUALITY DIVI | 2023-09-26 | 2025-09-23 | $94,116 | $66,998 | $27,118 | $27,118 | |
| 116.137 PZENA EMERG MKTS VALUE-INST | 2025-09-23 | 2025-10-06 | $1,770 | $1,765 | $5 | $5 | |
| 17. AVANTIS US LARGE CAP VALUE | 2025-03-11 | 2025-10-06 | $1,234 | $1,099 | $135 | $135 | |
| 72. ISHARES FLEXIBLE INCOME | 2025-08-26 | 2025-10-06 | $3,823 | $3,835 | -$12 | -$12 | |
| 82. DIMENSIONAL INTERNATIONAL VA | 2025-09-23 | 2025-10-06 | $3,815 | $3,801 | $14 | $14 | |
| 296.035 DODGE & COX INCOME FUND | 2025-08-26 | 2025-10-06 | $3,801 | $3,800 | $1 | $1 | |
| 49.23 HARBOR MID CAP VALUE | 2024-06-11 | 2025-10-06 | $1,417 | $1,243 | $174 | $174 | |
| 71. INVESCO CHINA TECHNOLOGY | 2025-09-23 | 2025-10-06 | $4,278 | $4,025 | $253 | $253 | |
| 78.337 WCM FOCUSED INTL GROWTH-INS | 2018-09-26 | 2025-10-06 | $2,201 | $1,307 | $894 | $894 | |
| 23. ISHARES CORE S&P 500 | 2024-11-19 | 2025-10-06 | $15,489 | $13,598 | $1,891 | $1,891 | |
| 27. ISHARES CORE S&P 500 | 2023-03-06 | 2025-10-06 | $18,183 | $11,015 | $7,168 | $7,168 | |
| 99. ISHARES U S TREASURY BOND | 2025-09-23 | 2025-10-06 | $2,281 | $2,289 | -$8 | -$8 | |
| 36. ISHARES U S TREASURY BOND | 2023-05-25 | 2025-10-06 | $830 | $827 | $3 | $3 | |
| 54. ISHARES CORE MSCI DEV MKTS | 2025-09-23 | 2025-10-06 | $4,409 | $4,340 | $69 | $69 | |
| 109.759 LAZARD INTL QLTY GRWTH-INST | 2025-09-23 | 2025-10-06 | $2,027 | $1,986 | $41 | $41 | |
| 24.308 MERIDIAN SMALL CAP GROW-INSTL | 2025-08-19 | 2025-10-06 | $325 | $315 | $10 | $10 | |
| 8.392 MERIDIAN SMALL CAP GROW-INSTL | 2024-06-11 | 2025-10-06 | $112 | $107 | $5 | $5 | |
| 378.195 PRUDENTIAL TOTAL RETURN BOND | 2025-08-26 | 2025-10-06 | $4,603 | $4,593 | $10 | $10 | |
| 73.871 TOUCHSTONE SANDS EM GR-R6 | 2025-09-23 | 2025-10-06 | $1,303 | $1,289 | $14 | $14 | |
| CAPITAL GAIN DIVIDENDS | $14,727 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,727 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,727 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,727 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,727 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,727 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,727 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,727 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,727 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,727 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,727 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,727 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,727 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,727 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,727 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,727 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,727 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,727 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,727 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,727 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,727 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,727 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,727 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,727 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,727 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,727 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,727 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,727 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,727 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,727 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,727 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,727 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,727 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,727 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,727 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,727 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,727 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,727 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,727 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,727 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,727 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,727 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,727 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,727 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,727 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,727 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,727 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,727 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,727 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,727 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,727 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,727 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,727 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,727 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,727 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,727 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,727 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,727 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,727 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,727 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,727 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,727 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,727 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,727 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,727 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,727 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,727 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,727 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,727 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $123,298 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,294 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,294 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,294 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,414 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,414 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $880 | 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 | 4122094802 | 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 | $29,587 | 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 | $2,511,895 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $74,433 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,586,328 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,586,328 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $38,795 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,547,533 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $127,377 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $127,377 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,294 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,294 | TotalTaxAmt |
| Distributable Before Adj | $125,083 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $1,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $126,083 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $126,083 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $120,121 | 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 | $120,121 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $126,083 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $114,204 | 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 | $120,121 | QualifyingDistributionsAmt |
| Applied To Year1 | $114,204 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,917 | 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 | $120,166 | 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 (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| FIRST PRESBYTERIAN CHURCH OF MONONGAHELA | |||||||
| 609 CHESS STREET | MONONGAHELA | PA | 15063 | NONE | PC | GENERAL SUPPORT | $113,204 |
| BETHEL A M E CHURCH | |||||||
| 7TH MAIN STREET | MONONGAHELA | PA | 15063 | NONE | PC | GENERAL SUPPORT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $114,204 | 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 | $66,819 | 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 | $123,298 | 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 | $190,117 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $190,117 | 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 (32 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 317609295 SEAFARER OVERSEAS GR | |||
| 461418444 WCM FOCUSED INTL GRO | AT COST | $35,312 | $52,640 |
| 464287200 ISHARES CORE S&P 500 | AT COST | $562,327 | $1,008,232 |
| 552746364 MFS EMERGING MKTS DE | |||
| 74440Y884 PGIM HIGH YIELD FUND | |||
| 97717X669 WISDOMTREE U.S. QUAL | |||
| 413838566 OAKMARK INTL SM CAP- | |||
| 543069405 LONGLEAF PARTNERS FD | |||
| 00770X675 PZENA EMERG MKTS VAL | AT COST | $48,910 | $66,039 |
| 256210105 DODGE & COX INCOME F | AT COST | $216,125 | $223,279 |
| 89154M702 TOUCHSTONE SANDS EM | AT COST | $53,748 | $64,767 |
| 89155T490 TOUCHSTONE MID CAP-R | |||
| 25434V807 DIMENSIONAL INTERNAT | AT COST | $100,780 | $126,996 |
| 258620566 DOUBLELINE TOTAL RET | |||
| 46429B267 ISHARES U S TREASURY | AT COST | $143,091 | $144,620 |
| 46434V456 ISHARES MSCI INTL QU | |||
| 94987W794 ALLSPRING CORE BOND | |||
| 00171A852 AMG RR SM CAP VAL-I | AT COST | $30,799 | $29,986 |
| 04314H576 ARTISAN INTL SM/MID- | |||
| 057071813 BAIRD MIDCAP INST | |||
| 09252M883 BLACKROCK TOTAL RETU | |||
| 411512460 HARBOR MID CAP VALUE | AT COST | $28,865 | $31,403 |
| 589619824 MERIDIAN SMALL CAP G | AT COST | $31,671 | $30,954 |
| 025072349 AVANTIS US LARGE CAP | AT COST | $40,990 | $48,038 |
| 02631W607 AMER FND MULTI-SEC I | AT COST | $118,439 | $118,439 |
| 092528603 ISHARES FLEXIBLE INC | AT COST | $78,258 | $77,836 |
| 37954Y632 GLOBAL X ART INTEL & | AT COST | $117,675 | $120,487 |
| 46138E800 INVESCO CHINA TECHNO | AT COST | $61,904 | $56,784 |
| 46435G326 ISHARES CORE MSCI DE | AT COST | $94,017 | $106,317 |
| 52107V229 LAZARD INTL QLTY GRW | AT COST | $58,593 | $55,322 |
| 74256W584 PRINCIPAL MIDCAP FUN | AT COST | $46,513 | $42,034 |
| 74440B884 PRUDENTIAL TOTAL RET | AT COST | $182,193 | $183,701 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ROC ON CY SALES | $3 |
| ROUNDING | $5 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION FILING FEES | Desc |
| Revenue And Expenses Per Books | $25 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $25 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| MUTUAL FUND TIMING ADJ | $530 |
| RECOVERY OF GRANTS PAID | $1,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $741 | $741 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $994 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $1,414 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $393 | $393 | $0 |
Comments