J KEILMAN DUDLEY CHARITABLE TR: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- J KEILMAN DUDLEY CHARITABLE TR (EIN 83-2810223)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-08
- IRS object ID
- 202601289349103825
- 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 | 2026-05-08T17:01:38-05:00 | 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 | 832810223 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | J KEILMAN DUDLEY CHARITABLE TR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JKEI | BusinessNameControlTxt |
| Phone | 4124672483 | 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 | 4124672483 | 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 | $3,028,835 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $77,794 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $76,763 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $222,367 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,117,212 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $222,367 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $300,161 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $299,130 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $37,428 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $29,942 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $7,486 | 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 | $5,458 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,215 | 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 | $42,886 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $31,157 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,486 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $128,492 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $128,492 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $171,378 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $31,157 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $135,978 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $128,783 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $267,973 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $221,106 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $89,918 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $89,918 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $2,411,589 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,675,203 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,938,917 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,632,695 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,765,121 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,028,835 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,632,695 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,765,121 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,632,695 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,765,121 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,632,695 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,765,121 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,632,695 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $128,783 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,388 | OtherIncreasesAmt |
| Subtotal | $2,765,866 | SubtotalAmt |
| Other Decreases | $745 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,765,121 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (92 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 4839.365 CAMBIAR INTL EQUITY FUND-INS | 2016-12-20 | 2025-07-02 | $147,746 | $128,481 | $19,265 | $19,265 | |
| 551.155 BLACKROCK LOW DURATION BOND | 2025-02-06 | 2025-07-02 | $5,043 | $5,000 | $43 | $43 | |
| 5591.667 BLACKROCK LOW DURATION BOND | 2019-05-07 | 2025-07-02 | $51,164 | $53,115 | -$1,951 | -$1,951 | |
| 17148.959 DELAWARE VALUE FUND-R6 | 2019-05-07 | 2025-07-02 | $241,286 | $346,315 | -$105,029 | -$105,029 | |
| 1292.974 DOUBLELINE FLEXIBLE INC-R6 | 2025-02-06 | 2025-07-02 | $11,314 | $11,314 | |||
| 14643.261 DOUBLELINE FLEXIBLE INC-R6 | 2019-05-07 | 2025-07-02 | $128,129 | $140,429 | -$12,300 | -$12,300 | |
| 3274. FIDELITY REAL ESTATE ETF | 2020-07-20 | 2025-07-02 | $89,184 | $75,777 | $13,407 | $13,407 | |
| 302.053 HARDING LOEVNER INTERNATIONAL | 2025-02-06 | 2025-07-02 | $8,560 | $7,714 | $846 | $846 | |
| 4096.221 HARDING LOEVNER INTERNATIONAL | 2019-06-27 | 2025-07-02 | $116,087 | $98,297 | $17,790 | $17,790 | |
| 262. INVESCO QQQ TRUST | 2020-07-20 | 2025-07-02 | $144,182 | $69,007 | $75,175 | $75,175 | |
| 768. ISHARES CORE MSCI EAFE ETF | 2019-10-18 | 2025-07-02 | $64,101 | $47,466 | $16,635 | $16,635 | |
| 2342. ISHARES CORE MSCI EMERGING | 2019-05-07 | 2025-07-02 | $140,965 | $123,068 | $17,897 | $17,897 | |
| 540.598 MFS EMERGING MKTS DEBT FD-R6 | 2019-05-07 | 2025-07-02 | $6,601 | $7,725 | -$1,124 | -$1,124 | |
| 3410.684 MADISON MID CAP FUND-R6 | 2019-05-07 | 2025-07-02 | $58,971 | $37,031 | $21,940 | $21,940 | |
| 225.545 NUANCE MID CAP VALUE-Z | 2025-02-06 | 2025-07-02 | $2,797 | $2,799 | -$2 | -$2 | |
| 6458.964 NUANCE MID CAP VALUE-Z | 2019-06-27 | 2025-07-02 | $80,091 | $82,749 | -$2,658 | -$2,658 | |
| 1532.582 T ROWE PR GROWTH STOCK-I | 2019-06-27 | 2025-07-02 | $170,347 | $102,615 | $67,732 | $67,732 | |
| 1783.734 PRINCIPAL MIDCAP FUND-R6 | 2019-05-07 | 2025-07-02 | $84,424 | $50,249 | $34,175 | $34,175 | |
| 1296.252 PGIM HIGH YIELD FUND | 2019-05-07 | 2025-07-02 | $6,287 | $7,065 | -$778 | -$778 | |
| 636.983 T ROWE PRICE INSTITUTIONAL | 2025-02-06 | 2025-07-02 | $6,013 | $6,039 | -$26 | -$26 | |
| 5246.649 T ROWE PRICE INSTITUTIONAL | 2019-05-07 | 2025-07-02 | $49,528 | $51,533 | -$2,005 | -$2,005 | |
| 2314.955 TOUCHSTONE SM CAP VAL-INST | 2019-05-07 | 2025-07-02 | $89,890 | $60,288 | $29,602 | $29,602 | |
| 712.194 TRANSAMERICA SM CAP GROW-I2 | 2025-02-06 | 2025-07-02 | $4,252 | $4,672 | -$420 | -$420 | |
| 7766.693 TRANSAMERICA SM CAP GROW-I2 | 2019-10-18 | 2025-07-02 | $46,367 | $51,192 | -$4,825 | -$4,825 | |
| 2691.078 TRIBUTARY SMALL COMPANY FD INST | 2019-05-07 | 2025-07-02 | $81,028 | $74,170 | $6,858 | $6,858 | |
| 1234.502 VANGUARD INTM TERM TREAS | 2025-02-06 | 2025-07-02 | $12,296 | $12,086 | $210 | $210 | |
| 11572.662 VANGUARD INTM TERM TREAS | 2019-10-18 | 2025-07-02 | $115,264 | $127,739 | -$12,475 | -$12,475 | |
| 13825.128 WESTERN ASSET CORE PLUS | 2018-04-06 | 2025-07-02 | $127,882 | $157,330 | -$29,448 | -$29,448 | |
| 770. WISDOMTREE U.S. QUALITY DIVI | 2020-07-20 | 2025-07-02 | $65,115 | $36,359 | $28,756 | $28,756 | |
| 1531.647 BLACKROCK TOTAL RETURN-I | 2025-02-06 | 2025-08-26 | $15,240 | $15,025 | $215 | $215 | |
| 145.147 BLACKROCK TOTAL RETURN-I | 2025-07-02 | 2025-08-26 | $1,444 | $1,437 | $7 | $7 | |
| 15509.676 BLACKROCK TOTAL RETURN-I | 2019-05-07 | 2025-08-26 | $154,321 | $174,960 | -$20,639 | -$20,639 | |
| 9655.129 DOUBLELINE TOTAL RETURN BOND | 2025-07-02 | 2025-08-26 | $85,834 | $85,158 | $676 | $676 | |
| 18. ISHARES CORE S&P 500 | 2025-07-02 | 2025-08-26 | $11,624 | $11,210 | $414 | $414 | |
| 213.434 MFS EMERGING MKTS DEBT FD-R6 | 2025-02-06 | 2025-08-26 | $2,638 | $2,587 | $51 | $51 | |
| 3851.641 MFS EMERGING MKTS DEBT FD-R6 | 2019-05-07 | 2025-08-26 | $47,606 | $54,548 | -$6,942 | -$6,942 | |
| 915.116 PGIM HIGH YIELD FUND | 2025-02-06 | 2025-08-26 | $4,475 | $4,411 | $64 | $64 | |
| 12253.575 PGIM HIGH YIELD FUND | 2019-05-07 | 2025-08-26 | $59,920 | $66,223 | -$6,303 | -$6,303 | |
| 11538.96 ALLSPRING CORE BOND FUND | 2025-07-02 | 2025-08-26 | $128,198 | $127,736 | $462 | $462 | |
| 7. WISDOMTREE U.S. QUALITY DIVI | 2020-07-20 | 2025-08-26 | $610 | $331 | $279 | $279 | |
| 3205.628 LONGLEAF PARTNERS FDS TR | 2025-07-02 | 2025-09-03 | $57,605 | $56,772 | $833 | $833 | |
| 613. AVANTIS US LARGE CAP VALUE | 2025-07-02 | 2025-09-23 | $44,483 | $42,473 | $2,010 | $2,010 | |
| 5244.982 SEAFARER OVERSEAS GROWTH & | 2025-07-02 | 2025-09-23 | $75,370 | $70,965 | $4,405 | $4,405 | |
| 1826.501 WCM FOCUSED INTL GROWTH-INS | 2025-07-02 | 2025-09-23 | $50,320 | $48,786 | $1,534 | $1,534 | |
| 2302. ISHARES MSCI INTL QUALITY | 2025-07-02 | 2025-09-23 | $101,688 | $99,446 | $2,242 | $2,242 | |
| 1168. WISDOMTREE U.S. QUALITY DIVI | 2020-07-20 | 2025-09-23 | $104,494 | $55,153 | $49,341 | $49,341 | |
| CAPITAL GAIN DIVIDENDS | $16,428 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,428 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,428 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,428 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,428 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,428 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,428 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,428 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,428 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,428 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,428 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,428 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,428 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,428 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,428 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,428 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,428 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,428 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,428 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,428 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,428 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,428 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,428 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,428 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,428 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,428 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,428 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,428 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,428 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,428 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,428 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,428 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,428 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,428 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,428 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,428 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,428 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,428 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,428 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,428 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,428 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,428 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,428 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,428 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,428 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,428 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $222,367 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,725 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,725 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,725 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,842 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,842 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $883 | 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 | FL | 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 | 4124672483 | 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 | $37,428 | 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 | $2,787,383 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $124,063 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,911,446 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,911,446 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $43,672 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,867,774 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $143,389 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $143,389 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,725 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,725 | TotalTaxAmt |
| Distributable Before Adj | $139,664 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $139,664 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $139,664 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $135,978 | 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 | $135,978 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $139,664 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $128,491 | 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 | $135,978 | QualifyingDistributionsAmt |
| Applied To Year1 | $128,491 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,487 | 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 | $132,177 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| TAMAQUA PUBLIC LIBRARY INC | |||||||
| 30 SOUTH RAILROAD STREET | TAMAQUA | PA | 182521927 | NONE | PC | GENERAL SUPPORT | $64,246 |
| TAMAQUA HISTORICAL SOCIETY | |||||||
| 118 WEST BROAD STREET | TAMAQUA | PA | 182521917 | NONE | PC | GENERAL SUPPORT | $64,246 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $128,492 | 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 | $77,794 | 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 | $222,367 | 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 | $300,161 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $300,161 | 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 (41 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 316092857 FIDELITY REAL ESTATE | |||
| 412295107 HARDING LOEVNER INTE | |||
| 464287200 ISHARES CORE S&P 500 | AT COST | $929,816 | $1,150,699 |
| 552746364 MFS EMERGING MKTS DE | |||
| 557492485 MADISON MID CAP FUND | |||
| 922031828 VANGUARD INTM TERM T | |||
| 46090E103 INVESCO QQQ TRUST ET | |||
| 00769G543 CAMBIAR INTL EQUITY | |||
| 09252M883 BLACKROCK TOTAL RETU | |||
| 09260B465 BLACKROCK LOW DURATI | |||
| 24610C840 DELAWARE VALUE FUND- | |||
| 46432F842 ISHARES CORE MSCI EA | |||
| 46434G103 ISHARES CORE MSCI EM | |||
| 56167N712 NUANCE MID CAP VALUE | |||
| 74256W584 PRINCIPAL MIDCAP FUN | AT COST | $31,488 | $46,782 |
| 74440Y884 PGIM HIGH YIELD FUND | |||
| 89155T797 TOUCHSTONE SM CAP VA | |||
| 89355J656 TRANSAMERICA SM CAP | |||
| 89609H704 TRIBUTARY SMALL COMP | |||
| 97717X669 WISDOMTREE U.S. QUAL | |||
| 258620533 DOUBLELINE FLEXIBLE | |||
| 741479406 T ROWE PR GROWTH STO | |||
| 77958B402 T ROWE PRICE INSTITU | |||
| 957663669 WESTERN ASSET CORE P | |||
| 00171A852 AMG RR SM CAP VAL-I | AT COST | $36,324 | $33,224 |
| 00770X675 PZENA EMERG MKTS VAL | AT COST | $68,856 | $74,939 |
| 025072349 AVANTIS US LARGE CAP | AT COST | $49,887 | $54,554 |
| 02631W607 AMER FND MULTI-SEC I | AT COST | $130,522 | $130,522 |
| 092528603 ISHARES FLEXIBLE INC | AT COST | $91,118 | $90,606 |
| 25434V807 DIMENSIONAL INTERNAT | AT COST | $128,830 | $144,860 |
| 256210105 DODGE & COX INCOME F | AT COST | $247,305 | $250,925 |
| 37954Y632 GLOBAL X ART INTEL & | AT COST | $131,236 | $134,372 |
| 411512460 HARBOR MID CAP VALUE | AT COST | $35,482 | $36,087 |
| 46138E800 INVESCO CHINA TECHNO | AT COST | $72,845 | $66,820 |
| 461418444 WCM FOCUSED INTL GRO | AT COST | $64,758 | $60,321 |
| 46429B267 ISHARES U S TREASURY | AT COST | $162,136 | $163,224 |
| 46435G326 ISHARES CORE MSCI DE | AT COST | $115,277 | $122,400 |
| 52107V229 LAZARD INTL QLTY GRW | AT COST | $66,940 | $63,202 |
| 589619824 MERIDIAN SMALL CAP G | AT COST | $35,482 | $34,330 |
| 74440B884 PRUDENTIAL TOTAL RET | AT COST | $206,406 | $208,079 |
| 89154M702 TOUCHSTONE SANDS EM | AT COST | $70,495 | $72,971 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ROC ON CY SALES | $743 |
| INTEREST ADJ FROM FOREIGN TAX REF | $2 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MUTUAL FUND TIMING ADJ | Desc |
| Amt | $4,388 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $698 | $698 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $1,401 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $2,842 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $517 | $517 | $0 |
Comments