DOROTHY M POTTER IRRV TA 071392: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- DOROTHY M POTTER IRRV TA 071392 (EIN 25-6715126)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-08
- IRS object ID
- 202601289349103270
- 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 | 2026-05-08T16:01:38-05:00 | 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 | 256715126 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DOROTHY M POTTER IRRV TA 071392 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | POTT | BusinessNameControlTxt |
| Phone | 4122583051 | 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 | 4122583051 | 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,576,905 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $138,074 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $137,556 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $234,484 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,210,427 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $234,484 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $372,558 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $372,040 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $53,999 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $43,199 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $10,800 | 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 | $6,938 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,380 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $60,937 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $45,579 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,800 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $236,726 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $236,726 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $297,663 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $45,579 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $247,526 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $74,895 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $326,461 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -$14 | CashBOYAmt |
| Cash EOY | -$1 | CashEOYAmt |
| Cash EOYFMV | -$1 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $169,794 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $115,193 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $115,193 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $4,207,215 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,338,059 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,461,713 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,376,995 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,453,251 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,576,905 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,376,995 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,453,251 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,376,995 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,453,251 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,376,995 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,453,251 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,376,995 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $74,895 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,373 | OtherIncreasesAmt |
| Subtotal | $4,453,263 | SubtotalAmt |
| Other Decreases | $12 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,453,251 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (90 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 1606.982 AMG RR SM CAP VAL-I | 2024-06-11 | 2025-03-11 | $24,651 | $24,812 | -$161 | -$161 | |
| 24.115 PZENA EMERG MKTS VALUE-INST | 2024-03-08 | 2025-03-11 | $306 | $296 | $10 | $10 | |
| 3363.489 ARTISAN INTL SM/MID-INST | 2024-08-20 | 2025-03-11 | $58,794 | $62,561 | -$3,767 | -$3,767 | |
| 190.409 BAIRD MIDCAP INST | 2024-06-11 | 2025-03-11 | $4,058 | $4,518 | -$460 | -$460 | |
| 252. DIMENSIONAL INTERNATIONAL VA | 2023-11-14 | 2025-03-11 | $9,858 | $8,315 | $1,543 | $1,543 | |
| 82.253 DODGE & COX INCOME FUND | 2024-03-08 | 2025-03-11 | $1,043 | $1,037 | $6 | $6 | |
| 1426.975 DOUBLELINE TOTAL RETURN BOND | 2023-05-25 | 2025-03-11 | $12,629 | $12,586 | $43 | $43 | |
| 313.161 HARBOR MID CAP VALUE | 2024-06-11 | 2025-03-11 | $7,817 | $7,907 | -$90 | -$90 | |
| 3060.743 OAKMARK INTL SM CAP-R6 | 2019-04-22 | 2025-03-11 | $60,174 | $43,355 | $16,819 | $16,819 | |
| 7. ISHARES CORE S&P 500 | 2024-11-19 | 2025-03-11 | $3,945 | $4,138 | -$193 | -$193 | |
| 31. ISHARES U S TREASURY BOND | 2023-05-25 | 2025-03-11 | $710 | $731 | -$21 | -$21 | |
| 240.613 MFS EMERGING MKTS DEBT FD-R6 | 2018-04-10 | 2025-03-11 | $2,904 | $3,548 | -$644 | -$644 | |
| 1694.711 MERIDIAN SMALL CAP GROW-INSTL | 2024-06-11 | 2025-03-11 | $20,675 | $21,692 | -$1,017 | -$1,017 | |
| 386.195 PGIM HIGH YIELD FUND | 2018-04-10 | 2025-03-11 | $1,854 | $2,101 | -$247 | -$247 | |
| 1766.759 TOUCHSTONE MID CAP-R6 | 2022-03-01 | 2025-03-11 | $92,543 | $79,148 | $13,395 | $13,395 | |
| 302.301 ALLSPRING CORE BOND FUND | 2023-05-25 | 2025-03-11 | $3,340 | $3,322 | $18 | $18 | |
| 43. WISDOMTREE U.S. QUALITY DIVI | 2024-11-19 | 2025-03-11 | $3,414 | $3,576 | -$162 | -$162 | |
| 364.339 PZENA EMERG MKTS VALUE-INST | 2024-03-08 | 2025-08-26 | $5,330 | $4,478 | $852 | $852 | |
| 30189.922 BLACKROCK TOTAL RETURN-I | 2024-08-26 | 2025-08-26 | $300,390 | $306,126 | -$5,736 | -$5,736 | |
| 86.433 BLACKROCK TOTAL RETURN-I | 2025-03-11 | 2025-08-26 | $860 | $852 | $8 | $8 | |
| 162. DIMENSIONAL INTERNATIONAL VA | 2023-11-14 | 2025-08-26 | $7,370 | $5,296 | $2,074 | $2,074 | |
| 16876.828 DOUBLELINE TOTAL RETURN BOND | 2023-05-25 | 2025-08-26 | $150,035 | $148,495 | $1,540 | $1,540 | |
| 582.949 SEAFARER OVERSEAS GROWTH & | 2021-03-24 | 2025-08-26 | $8,074 | $8,636 | -$562 | -$562 | |
| 547.716 WCM FOCUSED INTL GROWTH-INS | 2025-03-11 | 2025-08-26 | $14,547 | $12,587 | $1,960 | $1,960 | |
| 181. ISHARES CORE S&P 500 | 2024-11-19 | 2025-08-26 | $116,883 | $107,008 | $9,875 | $9,875 | |
| 73. ISHARES CORE MSCI DEV MKTS | 2025-03-11 | 2025-08-26 | $5,721 | $5,031 | $690 | $690 | |
| 450.202 LONGLEAF PARTNERS FDS TR | 2021-03-24 | 2025-08-26 | $8,090 | $8,338 | -$248 | -$248 | |
| 3307.192 MFS EMERGING MKTS DEBT FD-R6 | 2024-08-26 | 2025-08-26 | $40,877 | $40,414 | $463 | $463 | |
| 3923.68 MFS EMERGING MKTS DEBT FD-R6 | 2018-04-10 | 2025-08-26 | $48,497 | $51,461 | -$2,964 | -$2,964 | |
| 13205.652 PGIM HIGH YIELD FUND | 2024-10-08 | 2025-08-26 | $64,576 | $64,047 | $529 | $529 | |
| 10162.069 PGIM HIGH YIELD FUND | 2018-04-10 | 2025-08-26 | $49,693 | $51,429 | -$1,736 | -$1,736 | |
| 199.963 TOUCHSTONE SANDS EM GR-R6 | 2021-12-28 | 2025-08-26 | $3,319 | $3,897 | -$578 | -$578 | |
| 20270.286 ALLSPRING CORE BOND FUND | 2023-05-25 | 2025-08-26 | $225,203 | $222,707 | $2,496 | $2,496 | |
| 1. WISDOMTREE U.S. QUALITY DIVI | 2024-11-19 | 2025-08-26 | $87 | $83 | $4 | $4 | |
| 4. WISDOMTREE U.S. QUALITY DIVI | 2023-09-26 | 2025-08-26 | $348 | $255 | $93 | $93 | |
| 307.916 LONGLEAF PARTNERS FDS TR | 2025-03-11 | 2025-09-03 | $5,533 | $4,776 | $757 | $757 | |
| 5667.753 LONGLEAF PARTNERS FDS TR | 2021-03-24 | 2025-09-03 | $101,850 | $98,277 | $3,573 | $3,573 | |
| 1146. AVANTIS US LARGE CAP VALUE | 2025-03-11 | 2025-09-23 | $83,161 | $74,092 | $9,069 | $9,069 | |
| 583.84 SEAFARER OVERSEAS GROWTH & | 2025-03-11 | 2025-09-23 | $8,390 | $6,977 | $1,413 | $1,413 | |
| 9275.796 SEAFARER OVERSEAS GROWTH & | 2019-04-22 | 2025-09-23 | $133,293 | $111,535 | $21,758 | $21,758 | |
| 420.839 WCM FOCUSED INTL GROWTH-INS | 2025-03-11 | 2025-09-23 | $11,594 | $9,671 | $1,923 | $1,923 | |
| 3268.782 WCM FOCUSED INTL GROWTH-INS | 2019-04-22 | 2025-09-23 | $90,055 | $54,911 | $35,144 | $35,144 | |
| 30. ISHARES MSCI INTL QUALITY | 2025-03-11 | 2025-09-23 | $1,325 | $1,203 | $122 | $122 | |
| 4333. ISHARES MSCI INTL QUALITY | 2023-04-19 | 2025-09-23 | $191,405 | $155,416 | $35,989 | $35,989 | |
| 2170. WISDOMTREE U.S. QUALITY DIVI | 2023-09-26 | 2025-09-23 | $194,136 | $138,199 | $55,937 | $55,937 | |
| CAPITAL GAIN DIVIDENDS | $34,389 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,389 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,389 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,389 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,389 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,389 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,389 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,389 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,389 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,389 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,389 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,389 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,389 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,389 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,389 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,389 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,389 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,389 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,389 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,389 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,389 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,389 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,389 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,389 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,389 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,389 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,389 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,389 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,389 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,389 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,389 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,389 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,389 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,389 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,389 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,389 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,389 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,389 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,389 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,389 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,389 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,389 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,389 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,389 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,389 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $234,484 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,538 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,538 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,538 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,733 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,733 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,805 | 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 | 4122583051 | 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 | $53,999 | 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 | $5,213,275 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $114,417 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,327,692 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,327,692 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $79,915 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,247,777 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $262,389 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $262,389 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,538 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,538 | TotalTaxAmt |
| Distributable Before Adj | $257,851 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $257,851 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $257,851 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $247,526 | 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 | $247,526 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $257,851 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $236,725 | 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 | $247,526 | QualifyingDistributionsAmt |
| Applied To Year1 | $236,725 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $10,801 | 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 | $247,050 | 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)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| WEST PENN ALLEGHENY HEALTH SYSTEM | ||||||||
| WEST PENN HOSPITAL | 4818 LIBERTY AVENUE | PITTSBURGH | PA | 15224 | NONE | PC | GENERAL SUPPORT | $118,363 |
| SHADYSIDE HOSPITAL FOUNDATION | ||||||||
| 532 SOUTH AIKEN AVENUE | PITTSBURGH | PA | 15232 | NONE | PC | SCIENTIFIC AND EDUCATIONAL | $118,363 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $236,726 | 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 | $138,074 | 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 | $234,484 | 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 | $372,558 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $372,558 | 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 | $73,854 | $112,179 |
| 464287200 ISHARES CORE S&P 500 | AT COST | $1,197,790 | $2,137,698 |
| 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 | $103,257 | $139,368 |
| 256210105 DODGE & COX INCOME F | AT COST | $452,194 | $466,653 |
| 89154M702 TOUCHSTONE SANDS EM | AT COST | $113,321 | $135,694 |
| 89155T490 TOUCHSTONE MID CAP-R | |||
| 25434V807 DIMENSIONAL INTERNAT | AT COST | $215,017 | $269,410 |
| 258620566 DOUBLELINE TOTAL RET | |||
| 46429B267 ISHARES U S TREASURY | AT COST | $302,452 | $303,562 |
| 46434V456 ISHARES MSCI INTL QU | |||
| 94987W794 ALLSPRING CORE BOND | |||
| 00171A852 AMG RR SM CAP VAL-I | AT COST | $62,565 | $60,985 |
| 04314H576 ARTISAN INTL SM/MID- | |||
| 057071813 BAIRD MIDCAP INST | AT COST | $86,237 | $69,258 |
| 09252M883 BLACKROCK TOTAL RETU | |||
| 411512460 HARBOR MID CAP VALUE | AT COST | $74,666 | $81,231 |
| 589619824 MERIDIAN SMALL CAP G | AT COST | $65,676 | $64,188 |
| 025072349 AVANTIS US LARGE CAP | AT COST | $86,570 | $101,456 |
| 02631W607 AMER FND MULTI-SEC I | AT COST | $243,494 | $243,494 |
| 092528603 ISHARES FLEXIBLE INC | AT COST | $168,697 | $167,756 |
| 37954Y632 GLOBAL X ART INTEL & | AT COST | $246,328 | $252,215 |
| 46138E800 INVESCO CHINA TECHNO | AT COST | $135,543 | $124,332 |
| 46435G326 ISHARES CORE MSCI DE | AT COST | $202,064 | $227,727 |
| 52107V229 LAZARD INTL QLTY GRW | AT COST | $124,488 | $117,538 |
| 74440B884 PRUDENTIAL TOTAL RET | AT COST | $383,846 | $386,969 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $12 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MUTUAL FUND TIMING ADJ | Desc |
| Amt | $1,373 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,554 | $1,554 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $1,825 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $2,733 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $826 | $826 | $0 |
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