JOSEPH HORNE FOR EYE AND EAR HOSP: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- JOSEPH HORNE FOR EYE AND EAR HOSP (EIN 25-6021016)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-08
- IRS object ID
- 202601289349103080
- 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 | 2026-05-08T17:01:40-05:00 | 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 | 256021016 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | J HORNE DECD FOR UNIV OF PIT MED CTR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HORN | BusinessNameControlTxt |
| Phone | 4122094730 | 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 | 4122094730 | PhoneNum |
| Signature | 2026-03-30 | 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 | 2026-03-30 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization4947a1 Trtd PF | Yes (X) | Organization4947a1TrtdPFInd |
| FMV Assets EOY | $2,964,533 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $74,456 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $74,181 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $135,428 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,231,962 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $135,428 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $209,884 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $209,609 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $31,546 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $25,236 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $6,309 | 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 | $3,646 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,260 | 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 | $35,192 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $26,496 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,309 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $125,834 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $125,834 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $161,026 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $26,496 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $132,143 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $48,858 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $183,113 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $116,506 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $116,311 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $116,311 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $2,213,483 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,263,215 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,848,222 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,329,989 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,379,526 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,964,533 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,329,989 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,379,526 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,329,989 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,379,526 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,329,989 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,379,526 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,329,989 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $48,858 | ExcessRevenueOverExpensesAmt |
| Other Increases | $684 | OtherIncreasesAmt |
| Subtotal | $2,379,531 | SubtotalAmt |
| Other Decreases | $5 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,379,526 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (122 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 712.877 AMG RR SM CAP VAL-I | 2024-06-11 | 2025-03-11 | $10,936 | $11,007 | -$71 | -$71 | |
| 1788.249 ARTISAN INTL SM/MID-INST | 2024-08-20 | 2025-03-11 | $31,259 | $33,261 | -$2,002 | -$2,002 | |
| 56.557 ARTISAN INTL SM/MID-INST | 2024-10-18 | 2025-03-11 | $989 | $1,053 | -$64 | -$64 | |
| 48.918 BAIRD MIDCAP INST | 2024-06-11 | 2025-03-11 | $1,042 | $1,161 | -$119 | -$119 | |
| 345.868 BLACKROCK TOTAL RETURN-I | 2024-08-26 | 2025-03-11 | $3,410 | $3,507 | -$97 | -$97 | |
| 118. DIMENSIONAL INTERNATIONAL VA | 2023-11-14 | 2025-03-11 | $4,616 | $3,858 | $758 | $758 | |
| 436.872 DODGE & COX INCOME FUND | 2024-10-08 | 2025-03-11 | $5,540 | $5,588 | -$48 | -$48 | |
| 303.537 DOUBLELINE TOTAL RETURN BOND | 2023-05-25 | 2025-03-11 | $2,686 | $2,677 | $9 | $9 | |
| 128.973 HARBOR MID CAP VALUE | 2024-06-11 | 2025-03-11 | $3,219 | $3,257 | -$38 | -$38 | |
| 29.797 OAKMARK INTL SM CAP-R6 | 2024-10-18 | 2025-03-11 | $586 | $619 | -$33 | -$33 | |
| 1628.647 OAKMARK INTL SM CAP-R6 | 2019-05-29 | 2025-03-11 | $32,019 | $22,191 | $9,828 | $9,828 | |
| 145. ISHARES U S TREASURY BOND | 2024-10-18 | 2025-03-11 | $3,321 | $3,347 | -$26 | -$26 | |
| 9. ISHARES MSCI INTL QUALITY | 2024-10-18 | 2025-03-11 | $360 | $364 | -$4 | -$4 | |
| 49. ISHARES MSCI INTL QUALITY | 2023-04-19 | 2025-03-11 | $1,962 | $1,765 | $197 | $197 | |
| 81.584 MFS EMERGING MKTS DEBT FD-R6 | 2019-09-25 | 2025-03-11 | $985 | $1,195 | -$210 | -$210 | |
| 822.509 MERIDIAN SMALL CAP GROW-INSTL | 2024-06-11 | 2025-03-11 | $10,035 | $10,528 | -$493 | -$493 | |
| 518.775 PGIM HIGH YIELD FUND | 2019-09-25 | 2025-03-11 | $2,490 | $2,864 | -$374 | -$374 | |
| 934.899 TOUCHSTONE MID CAP-R6 | 2022-03-01 | 2025-03-11 | $48,970 | $41,799 | $7,171 | $7,171 | |
| 285.168 ALLSPRING CORE BOND FUND | 2023-05-25 | 2025-03-11 | $3,151 | $3,134 | $17 | $17 | |
| 2. WISDOMTREE U.S. QUALITY DIVI | 2024-11-19 | 2025-03-11 | $159 | $166 | -$7 | -$7 | |
| 118.573 PZENA EMERG MKTS VALUE-INST | 2024-10-18 | 2025-08-26 | $1,735 | $1,633 | $102 | $102 | |
| 53.349 PZENA EMERG MKTS VALUE-INST | 2025-03-11 | 2025-08-26 | $781 | $676 | $105 | $105 | |
| 16014.654 BLACKROCK TOTAL RETURN-I | 2024-08-26 | 2025-08-26 | $159,346 | $162,286 | -$2,940 | -$2,940 | |
| 78. DIMENSIONAL INTERNATIONAL VA | 2023-11-14 | 2025-08-26 | $3,548 | $2,550 | $998 | $998 | |
| 8927.088 DOUBLELINE TOTAL RETURN BOND | 2023-05-25 | 2025-08-26 | $79,362 | $78,135 | $1,227 | $1,227 | |
| 279.965 SEAFARER OVERSEAS GROWTH & | 2021-03-24 | 2025-08-26 | $3,878 | $4,063 | -$185 | -$185 | |
| 266.564 WCM FOCUSED INTL GROWTH-INS | 2025-03-11 | 2025-08-26 | $7,080 | $6,126 | $954 | $954 | |
| 86. ISHARES CORE S&P 500 | 2024-11-19 | 2025-08-26 | $55,536 | $50,844 | $4,692 | $4,692 | |
| 27. ISHARES CORE MSCI DEV MKTS | 2025-03-11 | 2025-08-26 | $2,116 | $1,861 | $255 | $255 | |
| 221.1 LONGLEAF PARTNERS FDS TR | 2021-03-24 | 2025-08-26 | $3,973 | $4,095 | -$122 | -$122 | |
| 1830.119 MFS EMERGING MKTS DEBT FD-R6 | 2024-08-26 | 2025-08-26 | $22,620 | $22,364 | $256 | $256 | |
| 1994.689 MFS EMERGING MKTS DEBT FD-R6 | 2019-09-25 | 2025-08-26 | $24,654 | $26,326 | -$1,672 | -$1,672 | |
| 7587.581 PGIM HIGH YIELD FUND | 2024-10-08 | 2025-08-26 | $37,103 | $36,800 | $303 | $303 | |
| 4772.899 PGIM HIGH YIELD FUND | 2019-09-25 | 2025-08-26 | $23,339 | $24,190 | -$851 | -$851 | |
| .93 TOUCHSTONE SANDS EM GR-R6 | 2021-12-28 | 2025-08-26 | $15 | $18 | -$3 | -$3 | |
| 10722.075 ALLSPRING CORE BOND FUND | 2023-05-25 | 2025-08-26 | $119,122 | $117,614 | $1,508 | $1,508 | |
| 143.112 LONGLEAF PARTNERS FDS TR | 2024-10-18 | 2025-09-03 | $2,572 | $2,470 | $102 | $102 | |
| 197.669 LONGLEAF PARTNERS FDS TR | 2025-03-11 | 2025-09-03 | $3,552 | $3,066 | $486 | $486 | |
| 2837.207 LONGLEAF PARTNERS FDS TR | 2021-03-24 | 2025-09-03 | $50,985 | $49,113 | $1,872 | $1,872 | |
| 599. AVANTIS US LARGE CAP VALUE | 2025-03-11 | 2025-09-23 | $43,467 | $38,727 | $4,740 | $4,740 | |
| 508.974 SEAFARER OVERSEAS GROWTH & | 2024-10-18 | 2025-09-23 | $7,314 | $6,382 | $932 | $932 | |
| 4734.591 SEAFARER OVERSEAS GROWTH & | 2019-05-29 | 2025-09-23 | $68,036 | $52,467 | $15,569 | $15,569 | |
| 193.512 WCM FOCUSED INTL GROWTH-INS | 2025-03-11 | 2025-09-23 | $5,331 | $4,447 | $884 | $884 | |
| 1759.289 WCM FOCUSED INTL GROWTH-INS | 2018-09-26 | 2025-09-23 | $48,468 | $30,061 | $18,407 | $18,407 | |
| 2308. ISHARES MSCI INTL QUALITY | 2023-04-19 | 2025-09-23 | $101,953 | $82,181 | $19,772 | $19,772 | |
| 18. WISDOMTREE U.S. QUALITY DIVI | 2024-11-19 | 2025-09-23 | $1,610 | $1,497 | $113 | $113 | |
| 1132. WISDOMTREE U.S. QUALITY DIVI | 2023-09-26 | 2025-09-23 | $101,273 | $72,093 | $29,180 | $29,180 | |
| 14. AVANTIS US LARGE CAP VALUE | 2025-03-11 | 2025-10-23 | $1,014 | $905 | $109 | $109 | |
| 74. ISHARES FLEXIBLE INCOME | 2025-09-23 | 2025-10-23 | $3,947 | $3,946 | $1 | $1 | |
| 65. DIMENSIONAL INTERNATIONAL VA | 2025-09-23 | 2025-10-23 | $3,008 | $3,013 | -$5 | -$5 | |
| 177.109 DODGE & COX INCOME FUND | 2025-09-23 | 2025-10-23 | $2,299 | $2,301 | -$2 | -$2 | |
| 276.942 DODGE & COX INCOME FUND | 2024-10-08 | 2025-10-23 | $3,595 | $3,542 | $53 | $53 | |
| 40.968 HARBOR MID CAP VALUE | 2024-06-11 | 2025-10-23 | $1,171 | $1,034 | $137 | $137 | |
| 12.589 WCM FOCUSED INTL GROWTH-INS | 2018-09-26 | 2025-10-23 | $343 | $210 | $133 | $133 | |
| 51. ISHARES CORE S&P 500 | 2024-11-19 | 2025-10-23 | $34,446 | $29,430 | $5,016 | $5,016 | |
| 2. ISHARES CORE S&P 500 | 2023-03-06 | 2025-10-23 | $1,351 | $816 | $535 | $535 | |
| 133. ISHARES U S TREASURY BOND | 2025-09-23 | 2025-10-23 | $3,096 | $3,076 | $20 | $20 | |
| 63. ISHARES U S TREASURY BOND | 2024-10-18 | 2025-10-23 | $1,467 | $1,454 | $13 | $13 | |
| 45. ISHARES CORE MSCI DEV MKTS | 2025-09-23 | 2025-10-23 | $3,651 | $3,616 | $35 | $35 | |
| 105.032 LAZARD INTL QLTY GRWTH-INST | 2025-09-23 | 2025-10-23 | $1,923 | $1,900 | $23 | $23 | |
| 482.717 PRUDENTIAL TOTAL RETURN BOND | 2025-08-26 | 2025-10-23 | $5,928 | $5,865 | $63 | $63 | |
| CAPITAL GAIN DIVIDENDS | $18,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,219 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $135,428 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,545 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,545 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,545 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,508 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,508 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,037 | 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 | 4122094730 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 FIRST AVE P7-PFSC-03-Z | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| NECT Filing In Lieu OF Form1041 | Yes (X) | NECTFilingInLieuOFForm1041Ind |
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PNC BANK N A | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 FIRST AVE P7-PFSC-03-Z | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $31,546 | 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 | $2,750,016 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $98,570 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,848,586 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,848,586 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $42,729 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,805,857 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $140,293 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $140,293 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,545 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,545 | TotalTaxAmt |
| Distributable Before Adj | $137,748 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $137,748 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $137,748 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $132,143 | 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 | $132,143 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $137,748 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $125,834 | 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 | $132,143 | QualifyingDistributionsAmt |
| Applied To Year1 | $125,834 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,309 | 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 | $131,439 | 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 | EYE & EAR FOUNDATION | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 203 LOTHRUP STREET SUITE 251 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15213 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusCd |
| Grant Or Contribution Purpose | GENERAL SUPPORT | GrantOrContributionPurposeTxt |
| Amt | $125,834 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $125,834 | 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 | $74,456 | 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 | $135,428 | 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 | $209,884 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $209,884 | 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 | $39,922 | $59,580 |
| 464287200 ISHARES CORE S&P 500 | AT COST | $615,206 | $1,100,699 |
| 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 | $54,918 | $74,410 |
| 256210105 DODGE & COX INCOME F | AT COST | $235,856 | $243,313 |
| 89154M702 TOUCHSTONE SANDS EM | AT COST | $58,220 | $72,445 |
| 89155T490 TOUCHSTONE MID CAP-R | |||
| 25434V807 DIMENSIONAL INTERNAT | AT COST | $111,833 | $140,568 |
| 258620566 DOUBLELINE TOTAL RET | |||
| 46429B267 ISHARES U S TREASURY | AT COST | $156,475 | $157,560 |
| 46434V456 ISHARES MSCI INTL QU | |||
| 94987W794 ALLSPRING CORE BOND | |||
| 00171A852 AMG RR SM CAP VAL-I | AT COST | $33,986 | $33,065 |
| 04314H576 ARTISAN INTL SM/MID- | |||
| 057071813 BAIRD MIDCAP INST | AT COST | $46,231 | $37,153 |
| 09252M883 BLACKROCK TOTAL RETU | |||
| 411512460 HARBOR MID CAP VALUE | AT COST | $38,461 | $41,842 |
| 589619824 MERIDIAN SMALL CAP G | AT COST | $34,740 | $33,953 |
| 025072349 AVANTIS US LARGE CAP | AT COST | $45,322 | $53,115 |
| 02631W607 AMER FND MULTI-SEC I | AT COST | $129,495 | $129,495 |
| 092528603 ISHARES FLEXIBLE INC | AT COST | $86,589 | $86,121 |
| 37954Y632 GLOBAL X ART INTEL & | AT COST | $135,756 | $139,000 |
| 46138E800 INVESCO CHINA TECHNO | AT COST | $72,335 | $66,352 |
| 46435G326 ISHARES CORE MSCI DE | AT COST | $104,226 | $117,864 |
| 52107V229 LAZARD INTL QLTY GRW | AT COST | $64,566 | $60,961 |
| 74440B884 PRUDENTIAL TOTAL RET | AT COST | $199,078 | $200,726 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ROC ON CY SALES | $4 |
| ROUNDING | $1 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MUTUAL FUND TIMING ADJ | Desc |
| Amt | $684 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $821 | $821 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $878 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $1,508 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $439 | $439 | $0 |
Comments