CHARLES F PETERS FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- CHARLES F PETERS FOUNDATION (EIN 25-6070765)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-08
- IRS object ID
- 202601289349103540
- 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 Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses 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 | 256070765 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLES F PETERS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PETE | BusinessNameControlTxt |
| Phone | 4127627070 | 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 | 4127627070 | PhoneNum |
| Signature | 2026-04-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAWRENCE MCGUIRE | PreparerPersonNm |
| PTIN | P01233953 | PTIN |
| Phone | 4123556000 | PhoneNum |
| Preparation | 2026-04-17 | 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 | $4,857,546 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $119,399 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $118,816 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,628,766 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,942,875 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,628,766 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $1,748,165 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,747,582 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $49,470 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $28,962 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $20,508 | 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 | $8,225 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,399 | 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 | $50 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $50 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $57,745 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $30,411 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $20,508 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $189,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $189,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $247,145 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $30,411 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $209,908 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,501,020 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,717,171 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $75,209 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $133,573 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $133,573 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $1,182,391 | CorporateStockBOYAmt |
| Other Investments BOY | $1,920,797 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,542,532 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,723,873 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $100 | OtherAssetsBOYAmt |
| Other Assets EOY | $100 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $100 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,178,497 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,676,205 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,857,546 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,178,497 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,676,205 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,178,497 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,676,205 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,178,497 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,676,205 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,178,497 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,501,020 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,679,517 | SubtotalAmt |
| Other Decreases | $3,312 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,676,205 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (156 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 274. ABBOTT LABORATORIES INC | 2021-03-11 | 2025-06-16 | $36,924 | $32,682 | $4,242 | $4,242 | |
| 139. ABBVIE INC | 2020-03-12 | 2025-06-16 | $26,485 | $10,881 | $15,604 | $15,604 | |
| 716. ALPHABET INC/CA-CL A | 2012-03-14 | 2025-06-16 | $125,592 | $13,749 | $111,843 | $111,843 | |
| 607. AMAZON COM INC | 2018-03-14 | 2025-06-16 | $130,813 | $50,844 | $79,969 | $79,969 | |
| 767. APPLE INC | 2010-09-22 | 2025-06-16 | $151,398 | $7,841 | $143,557 | $143,557 | |
| 191. ATMOS ENERGY CORP | 2024-03-13 | 2025-06-16 | $29,279 | $22,259 | $7,020 | $7,020 | |
| 8. AUTOZONE INC | 2018-12-12 | 2025-06-16 | $28,711 | $7,090 | $21,621 | $21,621 | |
| 916. BANK OF AMERICA CORP | 2019-04-11 | 2025-06-16 | $41,004 | $26,896 | $14,108 | $14,108 | |
| 182. BLACKSTONE INC | 2021-12-13 | 2025-06-16 | $25,286 | $23,273 | $2,013 | $2,013 | |
| 31. BLACKROCK FUNDING INC/DE | 2020-09-11 | 2025-06-16 | $30,500 | $16,741 | $13,759 | $13,759 | |
| 341. BOSTON SCIENTIFIC CORP | 2023-12-13 | 2025-06-16 | $34,895 | $19,161 | $15,734 | $15,734 | |
| 454. BROADCOM INC | 2019-04-11 | 2025-06-16 | $115,319 | $13,947 | $101,372 | $101,372 | |
| 98. CADENCE DESIGN SYSTEMS INC | 2023-06-12 | 2025-06-16 | $29,482 | $22,645 | $6,837 | $6,837 | |
| 139. CHEVRON CORPORATION | 2022-06-09 | 2025-06-16 | $20,099 | $24,946 | -$4,847 | -$4,847 | |
| 184. CINTAS CORP | 2019-07-17 | 2025-06-16 | $41,128 | $11,816 | $29,312 | $29,312 | |
| 47. COSTCO WHOLESALE CORP | 2018-09-19 | 2025-06-16 | $46,582 | $10,994 | $35,588 | $35,588 | |
| 185. DISNEY WALT CO | 2024-06-13 | 2025-06-16 | $22,085 | $18,536 | $3,549 | $3,549 | |
| 185. EASTMAN CHEM CO | 2024-12-11 | 2025-06-16 | $14,181 | $18,396 | -$4,215 | -$4,215 | |
| 388. EXXON MOBIL CORP | 2021-03-11 | 2025-06-16 | $43,316 | $24,039 | $19,277 | $19,277 | |
| 179. META PLATFORMS INC | 2016-03-09 | 2025-06-16 | $125,331 | $30,293 | $95,038 | $95,038 | |
| 276. FOX CORP - CLASS A - W/I | 2022-12-07 | 2025-06-16 | $15,208 | $8,528 | $6,680 | $6,680 | |
| 110. HOME DEPOT INC | 2012-03-14 | 2025-06-16 | $38,816 | $5,459 | $33,357 | $33,357 | |
| 154. HONEYWELL INTL INC | 2023-12-13 | 2025-06-16 | $34,561 | $31,084 | $3,477 | $3,477 | |
| 65. HUBBELL INC | 2024-03-13 | 2025-06-16 | $25,466 | $25,987 | -$521 | -$521 | |
| 136. ILLINOIS TOOL WORKS INC | 2023-12-13 | 2025-06-16 | $33,229 | $33,744 | -$515 | -$515 | |
| 249. JPMORGAN CHASE & CO | 2003-07-09 | 2025-06-16 | $67,603 | $8,498 | $59,105 | $59,105 | |
| 365. LAM RESEARCH CORP | 2020-03-12 | 2025-06-16 | $33,963 | $9,115 | $24,848 | $24,848 | |
| 73. ELI LILLY & CO | 2018-09-19 | 2025-06-16 | $59,834 | $7,784 | $52,050 | $52,050 | |
| 89. MARRIOTT INTERNATIONAL INC | 2024-03-13 | 2025-06-16 | $22,891 | $22,434 | $457 | $457 | |
| 95. MASTERCARD INC CL A | 2021-12-13 | 2025-06-16 | $54,349 | $32,782 | $21,567 | $21,567 | |
| 79. MCDONALD'S CORP | 2022-12-07 | 2025-06-16 | $23,477 | $21,528 | $1,949 | $1,949 | |
| 290. MERCK & CO INC | 2019-12-09 | 2025-06-16 | $23,378 | $22,563 | $815 | $815 | |
| 462. MICROSOFT CORP | 1996-09-27 | 2025-06-16 | $221,976 | $22,948 | $199,028 | $199,028 | |
| 237. MORGAN STANLEY | 2020-03-12 | 2025-06-16 | $31,423 | $7,761 | $23,662 | $23,662 | |
| 62. MOTOROLA SOLUTIONS INC | 2019-12-09 | 2025-06-16 | $25,422 | $9,985 | $15,437 | $15,437 | |
| 1281. NVIDIA CORP | 2024-09-11 | 2025-06-16 | $187,051 | $169,653 | $17,398 | $17,398 | |
| 177. PEPSICO INC | 2023-12-13 | 2025-06-16 | $23,073 | $29,835 | -$6,762 | -$6,762 | |
| 292. PHILIP MORRIS INTERNAT-W/I | 2022-12-07 | 2025-06-16 | $53,535 | $29,670 | $23,865 | $23,865 | |
| 169. PROCTER & GAMBLE CO | 2018-12-12 | 2025-06-16 | $27,133 | $15,742 | $11,391 | $11,391 | |
| 111. QUANTA SVCS INC | 2020-09-11 | 2025-06-16 | $40,697 | $5,742 | $34,955 | $34,955 | |
| 169. RAYMOND JAMES FINANCIAL INC | 2024-12-11 | 2025-06-16 | $25,273 | $27,330 | -$2,057 | -$2,057 | |
| 61. S&P GLOBAL INC | 2016-06-08 | 2025-06-16 | $31,029 | $6,712 | $24,317 | $24,317 | |
| 34. SERVICE NOW INC | 2023-06-12 | 2025-06-16 | $34,409 | $18,309 | $16,100 | $16,100 | |
| 66. SHERWIN-WILLIAMS CO | 2024-12-11 | 2025-06-16 | $22,246 | $24,572 | -$2,326 | -$2,326 | |
| 61. STRYKER CORP | 2019-09-11 | 2025-06-16 | $23,115 | $13,113 | $10,002 | $10,002 | |
| 225. TJX COMPANIES INC NEW | 2023-03-08 | 2025-06-16 | $28,080 | $17,288 | $10,792 | $10,792 | |
| 127. TAIWAN SEMICONDUCTOR MTG CO | 2021-03-11 | 2025-06-16 | $27,522 | $14,355 | $13,167 | $13,167 | |
| 36. TELEDYNE TECHNOLOGIES INC | 2019-12-09 | 2025-06-16 | $17,631 | $12,531 | $5,100 | $5,100 | |
| 21. TRANSDIGM GROUP INC | 2024-12-11 | 2025-06-16 | $30,354 | $26,364 | $3,990 | $3,990 | |
| 97. UNITEDHEALTH GROUP INC | 2016-12-07 | 2025-06-16 | $29,669 | $22,431 | $7,238 | $7,238 | |
| 130. VISA INC | 2013-09-11 | 2025-06-16 | $46,531 | $7,288 | $39,243 | $39,243 | |
| 154. WEC ENERGY GROUP INC | 2010-09-22 | 2025-06-16 | $16,118 | $4,478 | $11,640 | $11,640 | |
| 80. ACCENTURE PLC CLASS A | 2019-07-17 | 2025-06-16 | $25,118 | $15,316 | $9,802 | $9,802 | |
| 52. NEW LINDE PLC | 2024-12-11 | 2025-06-16 | $24,309 | $23,039 | $1,270 | $1,270 | |
| 111. CHUBB LTD | 2023-06-12 | 2025-06-16 | $31,956 | $21,180 | $10,776 | $10,776 | |
| 519.067 T ROWE PR NEW HORIZONS-I | 2012-09-26 | 2025-08-18 | $28,398 | $18,556 | $9,842 | $9,842 | |
| 574. WISDOMTREE U.S. QUALITY DIVI | 2025-06-16 | 2025-08-18 | $49,966 | $47,334 | $2,632 | $2,632 | |
| 37709.006 BAIRD AGGREGATE BOND FUND | 2014-09-17 | 2025-09-16 | $378,598 | $404,990 | -$26,392 | -$26,392 | |
| 75. ISHARES CORE S&P 500 | 2025-06-16 | 2025-09-16 | $49,718 | $45,343 | $4,375 | $4,375 | |
| 3879. ISHARES U S TREASURY BOND | 2023-06-12 | 2025-09-16 | $89,962 | $88,999 | $963 | $963 | |
| 5235.602 VANGUARD TOTAL BD MKT INDX 584 | 2025-06-16 | 2025-09-16 | $51,518 | $50,000 | $1,518 | $1,518 | |
| 36727.694 VANGUARD TOTAL BD MKT INDX 584 | 2012-03-14 | 2025-09-16 | $361,401 | $369,536 | -$8,135 | -$8,135 | |
| 445.765 AMG GW&K SC CORE-I | 2025-08-18 | 2025-12-11 | $16,542 | $15,000 | $1,542 | $1,542 | |
| 1263.903 AMG GW&K SC CORE-I | 2020-03-13 | 2025-12-11 | $46,903 | $25,000 | $21,903 | $21,903 | |
| 1916. AVANTIS US LARGE CAP VALUE | 2025-06-16 | 2025-12-11 | $147,002 | $128,853 | $18,149 | $18,149 | |
| 1535.027 ARTISAN INTERNATIONAL | 2012-09-26 | 2025-12-11 | $45,360 | $36,507 | $8,853 | $8,853 | |
| 2653.768 DODGE & COX INTERNATIONAL | 2012-09-26 | 2025-12-11 | $45,326 | $21,608 | $23,718 | $23,718 | |
| 2749.411 SEAFARER OVERSEAS GROWTH & | 2024-03-13 | 2025-12-11 | $40,389 | $35,000 | $5,389 | $5,389 | |
| 311. ISHARES CORE S&P 500 | 2025-06-16 | 2025-12-11 | $214,764 | $188,021 | $26,743 | $26,743 | |
| 979. ISHARES RUSSELL MID-CAP | 2024-06-13 | 2025-12-11 | $96,627 | $79,161 | $17,466 | $17,466 | |
| 292. ISHARES S&P SMALL CAP | 2025-06-16 | 2025-12-11 | $34,526 | $30,054 | $4,472 | $4,472 | |
| 250. ISHARES S&P SMALL CAP | 2022-06-09 | 2025-12-11 | $29,560 | $24,485 | $5,075 | $5,075 | |
| 271. ISHARES S&P SMALL CAP | 2025-06-16 | 2025-12-11 | $39,943 | $35,270 | $4,673 | $4,673 | |
| 800. ISHARES CORE MSCI EAFE ETF | 2017-12-06 | 2025-12-11 | $72,336 | $52,072 | $20,264 | $20,264 | |
| 3470. ISHARES MSCI INTL QUALITY | 2025-06-16 | 2025-12-11 | $158,440 | $149,175 | $9,265 | $9,265 | |
| 1526.718 MERIDIAN SMALL CAP GROW-INSTL | 2025-08-18 | 2025-12-11 | $21,069 | $20,000 | $1,069 | $1,069 | |
| 2433.716 PRINCIPAL MIDCAP FUND-R6 | 2020-03-13 | 2025-12-11 | $105,794 | $62,790 | $43,004 | $43,004 | |
| 2476. WISDOMTREE U.S. QUALITY DIVI | 2025-06-16 | 2025-12-11 | $223,116 | $204,178 | $18,938 | $18,938 | |
| CAPITAL GAIN DIVIDENDS | $20,762 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,762 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,762 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,762 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,762 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,762 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,762 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,762 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,762 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,762 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,762 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,762 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,762 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,762 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,762 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,762 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,762 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,762 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,762 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,762 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,762 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,762 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,762 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,762 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,762 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,762 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,762 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,762 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,762 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,762 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,762 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,762 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,762 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,762 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,762 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,762 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,762 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,762 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,762 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,762 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,762 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,762 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,762 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,762 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,762 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,762 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,762 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,762 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,762 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,762 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,762 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,762 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,762 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,762 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,762 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,762 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,762 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,762 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,762 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,762 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,762 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,762 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,762 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,762 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,762 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,762 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,762 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,762 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,762 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,762 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,762 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,762 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,762 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,762 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,762 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,762 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,762 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,762 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,628,766 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $23,869 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $23,869 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $23,869 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,598 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $4,598 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $19,271 | 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 | 4127627070 | 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| LUETHEL NESBIT | ||||||
| 2601 JENNY LIND STREET | MCKEESPORT | PA | 15132 | ADMIN | 1 | $600 |
| VINCENT KEMPER | ||||||
| 1044 AMHERST ST | WHITE OAK | PA | 15135 | ADMIN | 1 | $600 |
| PNC BANK N A | ||||||
| 500 FIRST AVE P7-PFSC-03-Z | PITTSBURGH | PA | 15219 | TRUSTEE | 1 | $48,270 |
| 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 | $4,588,949 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $58,057 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,647,006 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,647,006 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $69,705 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,577,301 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $228,865 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $228,865 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $23,869 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $23,869 | TotalTaxAmt |
| Distributable Before Adj | $204,996 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $204,996 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $204,996 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $209,908 | 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 | $209,908 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $204,996 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $189,333 | 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 | $209,908 | QualifyingDistributionsAmt |
| Applied To Year1 | $189,333 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $20,575 | 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 | $184,421 | 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
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JOAN MASTREAN PNC BANK NA | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 116 ALLEGHENY CENTER MALL | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4127622175 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN REQUEST SHOULD INCLUDE THE PURPOSE FOR WHICH THE GRANT WILL BE USED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | PREFERENCE IS GIVEN TO CHURCHES, PUBLIC CIVIC CAUSES, AND OTHER CHARITABLE ORGANIZATIONS IN AND NEAR MCKEESPORT, PA | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (43 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| LINWAY UNITED PRESBYTERIAN CHURCH | ||||||||
| 600 LINCOLN HIGHWAY | NORTH VERSAILLES | PA | 15137 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| HIGHLAND GROVE UNITED METHODIST | ||||||||
| 2909 HIGHLAND AVE | MCKEESPORT | PA | 15132 | NONE | PC | ROOF REPAIRS | $4,100 | |
| MCKEESPORT REGIONAL HISTORY & HERITAGE | ||||||||
| 1832 ARBORETUM DRIVE | MCKEESPORT | PA | 15132 | NONE | PC | OPERATING SUPPORT FOR | $5,000 | CENTER |
| FREE HUNGARIAN REFORMED CHURCH | ||||||||
| 101 UNIVERSITY DRIVE | MCKEESPORT | PA | 15132 | NONE | PC | GENERAL SUPPORT | $4,100 | |
| EAST SUBURBAN SEVENTH-DAY | ||||||||
| 1209 LUEHM AVENUE | NORTH VERSAILLES | PA | 15137 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| CHRIST UNITED METHODIST CHURCH | ||||||||
| 2800 COULTERVILLE RD | MCKEESPORT | PA | 15131 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| WEST SIDE UNITED METHODIST | ||||||||
| 305 ATLANTIC AVENUE | MCKEESPORT | PA | 15132 | NONE | PC | BOILER REPAIR, RAIN | $5,000 | |
| MOUNT CARMEL BAPTIST CHURCH | ||||||||
| 90 PORT PERRY ROAD | N VERSAILLES | PA | 15137 | NONE | PC | SUPPORT OF SUMMER PROGRAMS, | $10,000 | |
| DRAVOSBURG UNITED METHODIST | ||||||||
| 109 MAPLE STREET | DRAVOSBURG | PA | 15034 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| NEW HOPE PRESBYTERIAN CHURCH | ||||||||
| 12727 LINCOLN WAY | NORTH HUNGTINGDON | PA | 15642 | NONE | PC | REPLACEMENT OF OBSOLETE IN | $2,000 | |
| CENTRAL HIGHLANDS COMMUNITY | ||||||||
| 100 TIMOTHY DRIVE | ELIZABETH | PA | 15037 | NONE | PC | ANNUAL BUDGET SUPPORT | $2,500 | UNITED METHODIST CHURCH |
| SAINTS JOACHIM AND ANNE PARISH | ||||||||
| 50 EAST AVENUE | ATTICA | NY | 14011 | NONE | PC | REPLACE SEWER LINES, | $5,000 | |
| BETHLEHEM BAPTIST CHURCH | ||||||||
| 414 MANTUA PIKE | WOODBURY | NJ | 080962617 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| MCKEESPORT LITTLE THEATRE | ||||||||
| 1614 COURSIN STREET | MCKEESPORT | PA | 15132 | NONE | PC | REPLACE BROKEN AND OUTDATED | $5,000 | |
| ST PAUL AME CHURCH | ||||||||
| 4901 14TH STREET | WASHINGTON | DC | 20011 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| MARY MOTHER OF GOD PARISH | ||||||||
| 316 WILLIAM ST | SCRANTON | PA | 185082760 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| TEMPLE ISRAEL | ||||||||
| 918 E GIBSON STREET | SCRANTON | PA | 185101703 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| CARNEGIE LIBRARY OF MCKEESPORT | ||||||||
| 1507 LIBRARY AVENUE | MCKEESPORT | PA | 151324716 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| FIRST UNITED METHODIST CHURCH | ||||||||
| 1406 CORNELL ST | MCKEESPORT | PA | 15132 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| ROUND HILL PRESBYTERIAN CHURCH | ||||||||
| 2150 ROUND HILL CHURCH RD | ELIZABETH | PA | 150379108 | NONE | PC | GENERAL SUPPORT | $3,000 | |
| MCKEESPORT AREA MEALS-ON-WHEELS | ||||||||
| 1406 CORNELL ST | MCKEESPORT | PA | 151324705 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| PINE VALLEY CAMP | ||||||||
| 504 CHAPEL DR | ELLWOOD CITY | PA | 16117 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| CENTER FOR VICTIMS | ||||||||
| 3433 E CARSON ST | PITTSBURGH | PA | 152032150 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| MAKE-A-WISH FOUNDATION OF | ||||||||
| 436 SEVENTH AVE 25TH FL | PITTSBURGH | PA | 152191826 | NONE | PC | GENERAL SUPPORT | $5,000 | GREATER PENNSYLVANIA AND WEST VIRGINIA |
| FIRST STEP RECOVERY HOMES INC | ||||||||
| 336 PENNY STREET | MCKEESPORT | PA | 15132 | NONE | PC | GENERAL SUPPORT | $4,100 | |
| MCKEESPORT MUSIC CLUB | ||||||||
| 1107 EVANS AVE | MCKEEPORT | PA | 15132 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| CANCER BRIDGES | ||||||||
| 2816 SMALLMAN ST | PITTSBURGH | PA | 152224722 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| SAMPSON'S MILLS PRESBYTERIAN CHURCH | ||||||||
| 1665 LINCOLN WAY | WHITE OAK | PA | 15131 | NONE | PC | FUND VBS IN THE PARK AND | $5,000 | |
| WHITE OAK ATHLETIC ASSOCIATION | ||||||||
| 1798 LOWER HECKMAN RD | MCKEESPORT | PA | 15131 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| KIDS OF STEEL | ||||||||
| 810 RIVER AVE STE 210 | PITTSBURGH | PA | 152125960 | NONE | PC | GENERAL SUPPORT | $4,000 | |
| MCKEESPORT PRESBYTERIAN CHURCH | ||||||||
| 1510 VERSAILLES AVENUE | MCKEESPORT | PA | 151324758 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| ZION BAPTIST CHURCH | ||||||||
| 11005 DAYTON ST | WHEATON | MD | 20902 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| ANNA MIDDLETON-WAITE LEARNING CENTER | ||||||||
| 1350 LOCUST STREET | MCKEESPORT | PA | 15132 | NONE | PC | GENERAL SUPPOT | $5,000 | |
| READING IS FUNDAMENTAL | ||||||||
| 10 CHILDRENS WAY 300 | PITTSBURGH | PA | 15212 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| ELIZABETH BAPTIST CHURCH | ||||||||
| 735 BUNOLA ROAD | ELIZABETH | PA | 15037 | NONE | PC | COVER COSTS OF INSURANCE, | $4,100 | |
| LIBERTY PRESBYTERIAN CHURCH | ||||||||
| PO BOX 219 | LIBERTY | MS | 396450219 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| JUNIOR ACHIEVEMENT OF | ||||||||
| 1601 MOTOR INN DR 305 | GIRARD | OH | 44420 | NONE | PC | GENERAL SUPPORT | $5,000 | MAHONING VALLEY OHIO |
| NEW BEGINNINGS SERVICES | ||||||||
| 1870-C DUQUESNE VILLAGE SHOPPING CT | HOMEVILLE | PA | 15122 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| SAVE SPORTS ARTS & VIDEO | ||||||||
| 3213 ORCHARD ST | MCKEESPORT | PA | 15132 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| WILMERDING COMMUNITY CENTER INC | ||||||||
| 1 MEMORIAL DR | WILMERDING | PA | 15148 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| LAROSA YOUTH DEVELOPMENT FOUNDATION | ||||||||
| 108 MARSHALL DRIVE | MCKEESPORT | PA | 15132 | NONE | PC | SUPPORT AFTER SCHOOL | $5,000 | |
| MCKEESPORT K9 UNIT | ||||||||
| 201 LYSLE BLVD | MCKEESPORT | PA | 151322625 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| ALLEGHENY DEVELOPMENT SOLUTIONS | ||||||||
| 1201 PRESCOTT ST SUITE 3 | WHITE OAK | PA | 151311533 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $189,400 | 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 | $119,399 | 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 | $1,628,766 | 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 | $1,748,165 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,748,165 | 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 Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (55 entries)
| StockStockNm |
|---|
| 172908105 CINTAS CORP |
| 437076102 HOME DEPOT INC |
| 532457108 ELI LILLY & CO |
| 594918104 MICROSOFT CORP |
| 617446448 MORGAN STANLEY |
| 620076307 MOTOROLA SOLUTIONS I |
| 742718109 PROCTER & GAMBLE CO |
| 863667101 STRYKER CORP |
| 879360105 TELEDYNE TECHNOLOGIE |
| 74762E102 QUANTA SVCS INC |
| 00287Y109 ABBVIE INC |
| 02079K305 ALPHABET INC/CA-CL A |
| 11135F101 BROADCOM INC |
| 22160K105 COSTCO WHOLESALE COR |
| 30303M102 META PLATFORMS INC |
| 46625H100 JPMORGAN CHASE & CO |
| 58933Y105 MERCK & CO INC |
| 78409V104 S&P GLOBAL INC |
| 91324P102 UNITEDHEALTH GROUP I |
| 92826C839 VISA INC CLASS A SHA |
| 92939U106 WEC ENERGY GROUP INC |
| G1151C101 ACCENTURE PLC CLASS |
| 002824100 ABBOTT LABORATORIES |
| 023135106 AMAZON COM INC |
| 037833100 APPLE INC |
| 053332102 AUTOZONE INC |
| 060505104 BANK OF AMERICA CORP |
| 09260D107 BLACKSTONE INC |
| 30231G102 EXXON MOBIL CORP |
| 57636Q104 MASTERCARD INC CL A |
| 874039100 TAIWAN SEMICONDUCTOR |
| 166764100 CHEVRON CORPORATION |
| 35137L105 FOX CORP - CLASS A - |
| 580135101 MCDONALD'S CORP |
| 718172109 PHILIP MORRIS INTERN |
| 101137107 BOSTON SCIENTIFIC CO |
| 127387108 CADENCE DESIGN SYSTE |
| 438516106 HONEYWELL INTL INC |
| 452308109 ILLINOIS TOOL WORKS |
| 713448108 PEPSICO INC |
| 81762P102 SERVICE NOW INC |
| 872540109 TJX COMPANIES INC NE |
| H1467J104 CHUBB LTD SEDOL B3BQ |
| 049560105 ATMOS ENERGY CORP |
| 09290D101 BLACKROCK FUNDING IN |
| 254687106 DISNEY WALT CO |
| 277432100 EASTMAN CHEM CO |
| 443510607 HUBBELL INC |
| 512807306 LAM RESEARCH CORP |
| 571903202 MARRIOTT INTERNATION |
| 67066G104 NVIDIA CORP |
| 754730109 RAYMOND JAMES FINANC |
| 824348106 SHERWIN-WILLIAMS CO |
| 893641100 TRANSDIGM GROUP INC |
| G54950103 NEW LINDE PLC SEDOL |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (28 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 256206103 DODGE & COX INTERNAT | |||
| 256210105 DODGE & COX INCOME F | AT COST | $493,923 | $467,843 |
| 921937603 VANGUARD TOTAL BD MK | |||
| 00170K869 AMG GW&K SC CORE-I | |||
| 46432F842 ISHARES CORE MSCI EA | |||
| 74256W584 PRINCIPAL MIDCAP FUN | |||
| 04314H402 ARTISAN INTERNATIONA | |||
| 057071854 BAIRD AGGREGATE BOND | |||
| 779562206 T ROWE PR NEW HORIZO | |||
| 464287879 ISHARES S&P SMALL CA | |||
| 25434V807 DIMENSIONAL INTERNAT | AT COST | $181,083 | $201,396 |
| 46429B267 ISHARES U S TREASURY | AT COST | $285,941 | $289,608 |
| 317609295 SEAFARER OVERSEAS GR | |||
| 464287499 ISHARES RUSSELL MID- | |||
| 00769G535 LSV SMALL CAP FUND-I | AT COST | $65,333 | $58,771 |
| 025072349 AVANTIS US LARGE CAP | AT COST | $73,102 | $82,362 |
| 02631W607 AMER FND MULTI-SEC I | AT COST | $236,447 | $233,981 |
| 092528603 ISHARES FLEXIBLE INC | AT COST | $158,146 | $156,410 |
| 37954Y632 GLOBAL X ART INTEL & | AT COST | $229,260 | $225,717 |
| 461418444 WCM FOCUSED INTL GRO | AT COST | $97,983 | $97,747 |
| 464287200 ISHARES CORE S&P 500 | AT COST | $1,479,985 | $1,676,733 |
| 46434G103 ISHARES CORE MSCI EM | AT COST | $348,509 | $346,317 |
| 46435G326 ISHARES CORE MSCI DE | AT COST | $188,441 | $196,880 |
| 52107V229 LAZARD INTL QLTY GRW | AT COST | $97,995 | $93,926 |
| 674375878 OBERWEIS SMALL CAP O | AT COST | $65,322 | $63,171 |
| 74440B884 PRUDENTIAL TOTAL RET | AT COST | $394,067 | $391,177 |
| 74441C881 PGIM JENN M/C GROW-R | AT COST | $73,495 | $70,899 |
| 89155H389 TOUCHSTONE MIDCAP VA | AT COST | $73,500 | $70,935 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | XXX-XX-XXXX .0004883 ROYALTY INT | Desc |
| BOY Book Value | $100 | BOYBookValueAmt |
| EOY Book Value | $100 | EOYBookValueAmt |
| EOYFMV | $100 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| MUTUAL FUND TIMING ADJ | $3,085 |
| ROC ON CY SALES | $225 |
| ROUNDING | $2 |
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 | $50 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $50 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $863 | $863 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $2,228 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $4,598 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $536 | $536 | $0 |
Comments