ROBERT AND MARY WEISBROD FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT AND MARY WEISBROD FOUNDATION (EIN 25-6105924)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-08
- IRS object ID
- 202611289349100541
- 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 Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-08T16:01:37-05:00 | 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 | 256105924 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT & MARY WEISBROD FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WEIS | 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 | 2026-04-21 | 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 | 2026-04-21 | 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 | $19,576,007 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $416,779 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $409,669 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,374,029 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,940,624 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,374,029 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $1,790,808 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,783,698 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $121,042 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $72,625 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $48,417 | 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 Rev And Expnss | $250 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $250 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $26,351 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,688 | 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 | $7 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $147,650 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $79,320 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $48,667 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $817,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $817,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $964,650 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $79,320 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $865,667 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $826,158 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,704,378 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $338,575 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $328,234 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $328,234 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $3,337,729 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,092,669 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,584,853 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $9,301,049 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $10,376,917 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $11,662,920 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $12,977,353 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,797,820 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $19,576,007 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $12,977,353 | CapitalStockBOYAmt |
| Capital Stock EOY | $13,797,820 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,977,353 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,797,820 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,977,353 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,797,820 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,977,353 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $826,158 | ExcessRevenueOverExpensesAmt |
| Other Increases | $132 | OtherIncreasesAmt |
| Subtotal | $13,803,643 | SubtotalAmt |
| Other Decreases | $5,823 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $13,797,820 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (176 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 226. MCDONALD'S CORP | 2022-11-22 | 2025-03-25 | $69,290 | $62,042 | $7,248 | $7,248 | |
| 503. PEPSICO INC | 2023-09-06 | 2025-03-25 | $73,344 | $87,832 | -$14,488 | -$14,488 | |
| 7898.894 HARBOR MID CAP VALUE | 2024-08-27 | 2025-03-27 | $200,000 | $215,087 | -$15,087 | -$15,087 | |
| 1001. ISHARES S&P SMALL CAP | 2021-11-17 | 2025-03-27 | $99,858 | $108,583 | -$8,725 | -$8,725 | |
| 6500. ISHARES MSCI EAFE SMALL-CAP ETF | 2016-12-27 | 2025-03-27 | $422,671 | $391,672 | $30,999 | $30,999 | |
| 5534. ISHARES MSCI USA MIN VOL FACTOR | 2023-10-20 | 2025-03-27 | $517,547 | $399,458 | $118,089 | $118,089 | |
| 4467.277 PRINCIPAL MIDCAP FUND-R6 | 2019-02-13 | 2025-03-27 | $200,000 | $122,452 | $77,548 | $77,548 | |
| 1450.116 T ROWE PR NEW HORIZONS-I | 2022-12-06 | 2025-03-27 | $75,000 | $71,389 | $3,611 | $3,611 | |
| 276. UNITEDHEALTH GROUP INC | 2016-10-28 | 2025-05-16 | $76,797 | $61,487 | $15,310 | $15,310 | |
| 212. BROADCOM INC | 2019-02-12 | 2025-07-10 | $58,175 | $5,915 | $52,260 | $52,260 | |
| 9. BROADCOM INC | 2019-02-12 | 2025-07-10 | $2,472 | $251 | $2,221 | $2,221 | |
| 388. ILLINOIS TOOL WORKS INC | 2023-11-28 | 2025-07-10 | $102,164 | $95,613 | $6,551 | $6,551 | |
| 139. PHILIP MORRIS INTERNAT-W/I | 2021-06-22 | 2025-07-10 | $24,760 | $13,980 | $10,780 | $10,780 | |
| 83. QUANTA SVCS INC | 2022-06-09 | 2025-07-10 | $31,409 | $10,779 | $20,630 | $20,630 | |
| 108562.857 BAIRD AGGREGATE BOND FUND | 2014-10-08 | 2025-09-05 | $1,082,372 | $1,149,970 | -$67,598 | -$67,598 | |
| 23668.639 BLACKROCK TOTAL RETURN-I | 2024-08-27 | 2025-09-05 | $237,633 | $240,000 | -$2,367 | -$2,367 | |
| 4725. ISHARES U S TREASURY BOND | 2023-07-12 | 2025-09-05 | $109,195 | $107,975 | $1,220 | $1,220 | |
| 23597.88 TCW METROPOLITAN WEST | 2022-12-06 | 2025-09-05 | $247,070 | $242,586 | $4,484 | $4,484 | |
| 56833.035 VANGUARD TOTAL BD MKT INDX 584 | 2014-10-08 | 2025-09-05 | $555,827 | $625,515 | -$69,688 | -$69,688 | |
| 79. ABBOTT LABORATORIES INC | 2021-02-11 | 2025-09-09 | $10,425 | $10,002 | $423 | $423 | |
| 40. ABBVIE INC | 2020-02-19 | 2025-09-09 | $8,411 | $3,756 | $4,655 | $4,655 | |
| 205. ALPHABET INC/CA-CL A | 2013-07-03 | 2025-09-09 | $48,337 | $5,022 | $43,315 | $43,315 | |
| 175. AMAZON COM INC | 2018-05-07 | 2025-09-09 | $41,334 | $19,420 | $21,914 | $21,914 | |
| 220. APPLE INC | 2009-05-13 | 2025-09-09 | $51,933 | $951 | $50,982 | $50,982 | |
| 55. ATMOS ENERGY CORP | 2024-01-26 | 2025-09-09 | $9,022 | $6,268 | $2,754 | $2,754 | |
| 2. AUTOZONE INC | 2018-10-19 | 2025-09-09 | $8,435 | $1,462 | $6,973 | $6,973 | |
| 263. BANK OF AMERICA CORP | 2023-11-28 | 2025-09-09 | $13,285 | $7,762 | $5,523 | $5,523 | |
| 52. BLACKSTONE INC | 2021-11-23 | 2025-09-09 | $9,089 | $7,270 | $1,819 | $1,819 | |
| 9. BLACKROCK FUNDING INC/DE | 2020-08-12 | 2025-09-09 | $10,014 | $5,692 | $4,322 | $4,322 | |
| 98. BOSTON SCIENTIFIC CORP | 2023-09-06 | 2025-09-09 | $10,632 | $5,332 | $5,300 | $5,300 | |
| 100. BROADCOM INC | 2019-02-12 | 2025-09-09 | $33,830 | $2,790 | $31,040 | $31,040 | |
| 28. CADENCE DESIGN SYSTEMS INC | 2023-03-14 | 2025-09-09 | $10,087 | $5,735 | $4,352 | $4,352 | |
| 17. CASEYS GENERAL STORES INC | 2025-03-26 | 2025-09-09 | $8,753 | $7,223 | $1,530 | $1,530 | |
| 40. CHEVRON CORPORATION | 2022-06-09 | 2025-09-09 | $6,244 | $7,215 | -$971 | -$971 | |
| 52. CINTAS CORP | 2019-05-13 | 2025-09-09 | $10,432 | $2,821 | $7,611 | $7,611 | |
| 13. COSTCO WHOLESALE CORP | 2018-08-08 | 2025-09-09 | $12,581 | $2,902 | $9,679 | $9,679 | |
| 54. DISNEY WALT CO | 2024-04-01 | 2025-09-09 | $6,386 | $6,554 | -$168 | -$168 | |
| 53. EASTMAN CHEM CO | 2024-09-26 | 2025-09-09 | $3,566 | $5,969 | -$2,403 | -$2,403 | |
| 111. EXXON MOBIL CORP | 2021-02-26 | 2025-09-09 | $12,374 | $6,061 | $6,313 | $6,313 | |
| 52. META PLATFORMS INC | 2023-04-12 | 2025-09-09 | $39,487 | $11,974 | $27,513 | $27,513 | |
| 79. FOX CORP - CLASS A - W/I | 2022-05-03 | 2025-09-09 | $4,664 | $2,858 | $1,806 | $1,806 | |
| 15. GE VERNOVA LLC | 2025-07-10 | 2025-09-09 | $8,947 | $7,980 | $967 | $967 | |
| 31. HOME DEPOT INC | 2021-04-15 | 2025-09-09 | $12,855 | $9,990 | $2,865 | $2,865 | |
| 44. HONEYWELL INTL INC | 2023-10-16 | 2025-09-09 | $9,361 | $8,195 | $1,166 | $1,166 | |
| 18. HUBBELL INC | 2024-02-29 | 2025-09-09 | $7,739 | $6,840 | $899 | $899 | |
| 72. JPMORGAN CHASE & CO | 1995-05-12 | 2025-09-09 | $21,464 | $1,084 | $20,380 | $20,380 | |
| 104. LAM RESEARCH CORP | 2020-01-22 | 2025-09-09 | $10,920 | $3,263 | $7,657 | $7,657 | |
| 21. ELI LILLY & CO | 2018-07-18 | 2025-09-09 | $15,731 | $1,881 | $13,850 | $13,850 | |
| 26. MARRIOTT INTERNATIONAL INC | 2024-01-25 | 2025-09-09 | $6,958 | $6,313 | $645 | $645 | |
| 27. MASTERCARD INC CL A | 2021-11-23 | 2025-09-09 | $15,914 | $8,782 | $7,132 | $7,132 | |
| 10. MCKESSON CORPORATION | 2025-05-16 | 2025-09-09 | $7,020 | $7,171 | -$151 | -$151 | |
| 83. MERCK & CO INC | 2019-10-17 | 2025-09-09 | $7,016 | $6,637 | $379 | $379 | |
| 133. MICROSOFT CORP | 2018-11-20 | 2025-09-09 | $66,422 | $13,613 | $52,809 | $52,809 | |
| 68. MORGAN STANLEY | 2020-01-29 | 2025-09-09 | $10,362 | $3,688 | $6,674 | $6,674 | |
| 13. MOTOROLA SOLUTIONS INC | 2019-12-09 | 2025-09-09 | $6,184 | $2,092 | $4,092 | $4,092 | |
| 43. NVIDIA CORP | 2024-11-22 | 2025-09-09 | $7,211 | $6,280 | $931 | $931 | |
| 330. NVIDIA CORP | 2025-07-10 | 2025-09-09 | $55,339 | $53,579 | $1,760 | $1,760 | |
| 65. PHILIP MORRIS INTERNAT-W/I | 2021-06-22 | 2025-09-09 | $10,553 | $6,538 | $4,015 | $4,015 | |
| 49. PROCTER & GAMBLE CO | 2018-11-02 | 2025-09-09 | $7,795 | $4,398 | $3,397 | $3,397 | |
| 22. QUANTA SVCS INC | 2022-06-09 | 2025-09-09 | $8,162 | $2,857 | $5,305 | $5,305 | |
| 48. RAYMOND JAMES FINANCIAL INC | 2024-10-30 | 2025-09-09 | $8,016 | $7,154 | $862 | $862 | |
| 60. RTX CORPORATION | 2025-07-10 | 2025-09-09 | $9,058 | $8,730 | $328 | $328 | |
| 18. S&P GLOBAL INC | 2016-05-26 | 2025-09-09 | $9,826 | $1,990 | $7,836 | $7,836 | |
| 10. SERVICE NOW INC | 2023-06-02 | 2025-09-09 | $9,331 | $5,496 | $3,835 | $3,835 | |
| 19. SHERWIN-WILLIAMS CO | 2024-11-06 | 2025-09-09 | $6,861 | $7,203 | -$342 | -$342 | |
| 17. STRYKER CORP | 2019-08-23 | 2025-09-09 | $6,686 | $3,661 | $3,025 | $3,025 | |
| 65. TJX COMPANIES INC NEW | 2023-02-09 | 2025-09-09 | $9,057 | $5,278 | $3,779 | $3,779 | |
| 36. TAIWAN SEMICONDUCTOR MTG CO | 2020-12-14 | 2025-09-09 | $9,041 | $3,758 | $5,283 | $5,283 | |
| 10. TELEDYNE TECHNOLOGIES INC | 2019-11-19 | 2025-09-09 | $5,419 | $3,496 | $1,923 | $1,923 | |
| 6. TRANSDIGM GROUP INC | 2024-10-30 | 2025-09-09 | $7,738 | $7,557 | $181 | $181 | |
| 38. VISA INC | 2013-02-11 | 2025-09-09 | $13,136 | $5,619 | $7,517 | $7,517 | |
| 44. WEC ENERGY GROUP INC | 2009-08-05 | 2025-09-09 | $4,723 | $953 | $3,770 | $3,770 | |
| 23. ACCENTURE PLC CLASS A | 2019-05-13 | 2025-09-09 | $5,769 | $3,926 | $1,843 | $1,843 | |
| 15. NEW LINDE PLC | 2024-09-23 | 2025-09-09 | $7,073 | $7,156 | -$83 | -$83 | |
| 32. CHUBB LTD | 2023-05-16 | 2025-09-09 | $8,912 | $6,391 | $2,521 | $2,521 | |
| 34. ROYAL CARIBBEAN CRUISES LTD | 2025-03-25 | 2025-09-09 | $12,015 | $7,630 | $4,385 | $4,385 | |
| 205. ACCENTURE PLC CLASS A | 2019-05-13 | 2025-09-19 | $48,952 | $34,994 | $13,958 | $13,958 | |
| 11986.407 BAIRD MIDCAP INST | 2020-09-01 | 2025-10-01 | $266,698 | $291,226 | -$24,528 | -$24,528 | |
| 474. EASTMAN CHEM CO | 2024-09-23 | 2025-10-01 | $29,324 | $52,152 | -$22,828 | -$22,828 | |
| 21555.998 SEAFARER OVERSEAS GROWTH & | 2019-04-24 | 2025-10-01 | $307,820 | $251,559 | $56,261 | $56,261 | |
| 13059. ISHARES MSCI INTL QUALITY | 2025-03-27 | 2025-10-01 | $580,975 | $526,608 | $54,367 | $54,367 | |
| 3859. ISHARES MSCI INTL QUALITY | 2023-05-01 | 2025-10-01 | $171,681 | $139,727 | $31,954 | $31,954 | |
| 8144. WISDOMTREE U.S. QUALITY DIVI | 2020-09-01 | 2025-10-01 | $723,460 | $475,060 | $248,400 | $248,400 | |
| 6094.374 T ROWE PR NEW HORIZONS-I | 2009-08-06 | 2025-11-06 | $350,244 | $209,196 | $141,048 | $141,048 | |
| .5 SOLSTICE ADV MATERIALS INC | 2023-10-16 | 2025-11-07 | $24 | $22 | $2 | $2 | |
| 197. LAM RESEARCH CORP | 2020-01-22 | 2025-11-13 | $30,289 | $4,962 | $25,327 | $25,327 | |
| 98. SOLSTICE ADV MATERIALS INC | 2023-10-16 | 2025-11-13 | $4,568 | $4,301 | $267 | $267 | |
| 2807. ISHARE S&P 500 GROWTH | 2023-05-01 | 2025-12-24 | $349,766 | $181,984 | $167,782 | $167,782 | |
| CAPITAL GAIN DIVIDENDS | $93,304 | P | |||||
| CAPITAL GAIN DIVIDENDS | $93,304 | P | |||||
| CAPITAL GAIN DIVIDENDS | $93,304 | P | |||||
| CAPITAL GAIN DIVIDENDS | $93,304 | P | |||||
| CAPITAL GAIN DIVIDENDS | $93,304 | P | |||||
| CAPITAL GAIN DIVIDENDS | $93,304 | P | |||||
| CAPITAL GAIN DIVIDENDS | $93,304 | P | |||||
| CAPITAL GAIN DIVIDENDS | $93,304 | P | |||||
| CAPITAL GAIN DIVIDENDS | $93,304 | P | |||||
| CAPITAL GAIN DIVIDENDS | $93,304 | P | |||||
| CAPITAL GAIN DIVIDENDS | $93,304 | P | |||||
| CAPITAL GAIN DIVIDENDS | $93,304 | P | |||||
| CAPITAL GAIN DIVIDENDS | $93,304 | P | |||||
| CAPITAL GAIN DIVIDENDS | $93,304 | P | |||||
| CAPITAL GAIN DIVIDENDS | $93,304 | P | |||||
| CAPITAL GAIN DIVIDENDS | $93,304 | P | |||||
| CAPITAL GAIN DIVIDENDS | $93,304 | P | |||||
| CAPITAL GAIN DIVIDENDS | $93,304 | P | |||||
| CAPITAL GAIN DIVIDENDS | $93,304 | P | |||||
| CAPITAL GAIN DIVIDENDS | $93,304 | P | |||||
| CAPITAL GAIN DIVIDENDS | $93,304 | P | |||||
| CAPITAL GAIN DIVIDENDS | $93,304 | P | |||||
| CAPITAL GAIN DIVIDENDS | $93,304 | P | |||||
| CAPITAL GAIN DIVIDENDS | $93,304 | P | |||||
| CAPITAL GAIN DIVIDENDS | $93,304 | P | |||||
| CAPITAL GAIN DIVIDENDS | $93,304 | P | |||||
| CAPITAL GAIN DIVIDENDS | $93,304 | P | |||||
| CAPITAL GAIN DIVIDENDS | $93,304 | P | |||||
| CAPITAL GAIN DIVIDENDS | $93,304 | P | |||||
| CAPITAL GAIN DIVIDENDS | $93,304 | P | |||||
| CAPITAL GAIN DIVIDENDS | $93,304 | P | |||||
| CAPITAL GAIN DIVIDENDS | $93,304 | P | |||||
| CAPITAL GAIN DIVIDENDS | $93,304 | P | |||||
| CAPITAL GAIN DIVIDENDS | $93,304 | P | |||||
| CAPITAL GAIN DIVIDENDS | $93,304 | P | |||||
| CAPITAL GAIN DIVIDENDS | $93,304 | P | |||||
| CAPITAL GAIN DIVIDENDS | $93,304 | P | |||||
| CAPITAL GAIN DIVIDENDS | $93,304 | P | |||||
| CAPITAL GAIN DIVIDENDS | $93,304 | P | |||||
| CAPITAL GAIN DIVIDENDS | $93,304 | P | |||||
| CAPITAL GAIN DIVIDENDS | $93,304 | P | |||||
| CAPITAL GAIN DIVIDENDS | $93,304 | P | |||||
| CAPITAL GAIN DIVIDENDS | $93,304 | P | |||||
| CAPITAL GAIN DIVIDENDS | $93,304 | P | |||||
| CAPITAL GAIN DIVIDENDS | $93,304 | P | |||||
| CAPITAL GAIN DIVIDENDS | $93,304 | P | |||||
| CAPITAL GAIN DIVIDENDS | $93,304 | P | |||||
| CAPITAL GAIN DIVIDENDS | $93,304 | P | |||||
| CAPITAL GAIN DIVIDENDS | $93,304 | P | |||||
| CAPITAL GAIN DIVIDENDS | $93,304 | P | |||||
| CAPITAL GAIN DIVIDENDS | $93,304 | P | |||||
| CAPITAL GAIN DIVIDENDS | $93,304 | P | |||||
| CAPITAL GAIN DIVIDENDS | $93,304 | P | |||||
| CAPITAL GAIN DIVIDENDS | $93,304 | P | |||||
| CAPITAL GAIN DIVIDENDS | $93,304 | P | |||||
| CAPITAL GAIN DIVIDENDS | $93,304 | P | |||||
| CAPITAL GAIN DIVIDENDS | $93,304 | P | |||||
| CAPITAL GAIN DIVIDENDS | $93,304 | P | |||||
| CAPITAL GAIN DIVIDENDS | $93,304 | P | |||||
| CAPITAL GAIN DIVIDENDS | $93,304 | P | |||||
| CAPITAL GAIN DIVIDENDS | $93,304 | P | |||||
| CAPITAL GAIN DIVIDENDS | $93,304 | P | |||||
| CAPITAL GAIN DIVIDENDS | $93,304 | P | |||||
| CAPITAL GAIN DIVIDENDS | $93,304 | P | |||||
| CAPITAL GAIN DIVIDENDS | $93,304 | P | |||||
| CAPITAL GAIN DIVIDENDS | $93,304 | P | |||||
| CAPITAL GAIN DIVIDENDS | $93,304 | P | |||||
| CAPITAL GAIN DIVIDENDS | $93,304 | P | |||||
| CAPITAL GAIN DIVIDENDS | $93,304 | P | |||||
| CAPITAL GAIN DIVIDENDS | $93,304 | P | |||||
| CAPITAL GAIN DIVIDENDS | $93,304 | P | |||||
| CAPITAL GAIN DIVIDENDS | $93,304 | P | |||||
| CAPITAL GAIN DIVIDENDS | $93,304 | P | |||||
| CAPITAL GAIN DIVIDENDS | $93,304 | P | |||||
| CAPITAL GAIN DIVIDENDS | $93,304 | P | |||||
| CAPITAL GAIN DIVIDENDS | $93,304 | P | |||||
| CAPITAL GAIN DIVIDENDS | $93,304 | P | |||||
| CAPITAL GAIN DIVIDENDS | $93,304 | P | |||||
| CAPITAL GAIN DIVIDENDS | $93,304 | P | |||||
| CAPITAL GAIN DIVIDENDS | $93,304 | P | |||||
| CAPITAL GAIN DIVIDENDS | $93,304 | P | |||||
| CAPITAL GAIN DIVIDENDS | $93,304 | P | |||||
| CAPITAL GAIN DIVIDENDS | $93,304 | P | |||||
| CAPITAL GAIN DIVIDENDS | $93,304 | P | |||||
| CAPITAL GAIN DIVIDENDS | $93,304 | P | |||||
| CAPITAL GAIN DIVIDENDS | $93,304 | P | |||||
| CAPITAL GAIN DIVIDENDS | $93,304 | P | |||||
| CAPITAL GAIN DIVIDENDS | $93,304 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,374,029 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $23,691 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $23,691 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $23,691 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14,904 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $14,904 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $8,787 | 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
| 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 | $121,042 | 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 | $18,460,518 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $369,491 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $18,830,009 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $18,830,009 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $282,450 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $18,547,559 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $927,378 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $927,378 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $23,691 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $23,691 | TotalTaxAmt |
| Distributable Before Adj | $903,687 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $903,687 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $903,687 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $865,667 | 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 | $865,667 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $903,687 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $806,915 | 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 | $865,667 | QualifyingDistributionsAmt |
| Applied To Year1 | $806,915 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $58,752 | 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 | $844,935 | 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 | R M WEISBROD DISTRIBUTION COMMITT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 837 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15230 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4126448114 | RecipientPhoneNum |
| Form And Info And Materials | LETTER STATING PURPOSE FOR WHICH FUNDS WILL BE USED AND ENCLOSE A COPY OF THE IRS DETERMINATION LETTER INDICATING EXEMPT STATU | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (45 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 |
|---|---|---|---|---|---|---|---|---|
| JUNIOR ACHIEVEMENT | ||||||||
| ONE ALLEGHENY CENTER STE 430 | PITTSBURGH | PA | 15212 | NONE | PC | "I CAN" INITIATIVE | $5,000 | |
| BIG BROTERHS BIG SISTERS | ||||||||
| 5989 PENN CIRCLE SOUTH | PITTSBURGH | PA | 15206 | NONE | PC | GENERAL SUPPORT | $110,000 | |
| GOODWILL INDUSTRIES OF PITTSBURGH | ||||||||
| 2400 E CARSON ST | PITTSBURGH | PA | 15203 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| MAKE A WISH OF WESTERN PA | ||||||||
| 707 GRANT ST 37TH FLOOR | PITTSBURGH | PA | 15219 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| SPECIAL OLYMPICS | ||||||||
| 200 CEDAR RIDGE DR STE 214 | PITTSBURGH | PA | 15205 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| DEPAUL SCHOOL FOR HEARING | ||||||||
| 6202 ALDER STREET | PITTSBURGH | PA | 15206 | NONE | PC | SUMMER RESPITE & RECREATION | $20,000 | |
| CAFE MOMENTUM PITTSBURGH | ||||||||
| 268 FORBES AVE | PITTSBURGH | PA | 15222 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| CLASSROOMS WITHOUT BORDERS | ||||||||
| 4905 FIFTH AVENUE | PITTSBURGH | PA | 15213 | NONE | PC | GENERAL SUPPORT | $7,500 | |
| Fun and Freedom Basketball Inc | ||||||||
| PO BOX 63 | Tarentum | PA | 15084 | NONE | PC | PROGRAM SUPPORT - YEAR | $5,000 | |
| MOONCREST NEIGHBORHOOD PROGRAMS | ||||||||
| 3800 W PETERSON AVE | CHICAGO | IL | 606593116 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| SQUIRREL HILL HEALTH CENTER | ||||||||
| 4516 BROWNS HILL RD | PITTSBURGH | PA | 152172917 | NONE | PC | GENERAL SUPPORT | $20,000 | |
| SALVATION ARMY NATIONAL CORP | ||||||||
| 615 SLATERS LN | ALEXANDRIA | VA | 223141112 | NONE | PC | GENERAL SUPPORT | $30,000 | |
| EAST END COOPERATIVE MINISTRY | ||||||||
| 6140 STATION ST | PITTSBURGH | PA | 152063134 | NONE | PC | GENERAL SUPPORT | $30,000 | |
| BOYS AND GIRLS CLUBS OF | ||||||||
| 1518 WALNUT STREET | PHILADELPHIA | PA | 19102 | NONE | PC | GENERAL SUPPORT | $40,000 | |
| MANCHESTER YOUTH DEVELOPMENT | ||||||||
| 1214 LIVERPOOL STREET | PITTSBURGH | PA | 15233 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| LIFE'S WORK OF WESTERN PENNSYLVANIA | ||||||||
| 2403 SIDNEY ST STE 500 | PITTSBURGH | PA | 15203 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| PITTSBURGH SYMPHONY | ||||||||
| 600 PENN AVENUE | PITTSBURGH | PA | 15222 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| WQED MEDIA | ||||||||
| 4802 FIFTH AVENUE | PITTSBURGH | PA | 15213 | NONE | PC | $5,000 FOR RADIO, $5,000 | $12,500 | |
| LAUGHLIN CHILDREN S CENTER | ||||||||
| 424 FREDERICK AVE | SEWICKLEY | PA | 151431523 | NONE | PC | GENERAL SUPPORT | $20,000 | |
| ANCHORPOINT COUNSELING MINISTRY | ||||||||
| 800 MCKNIGHT PARK DR STE 802 | PITTSBURGH | PA | 152376513 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| FAMILYLINKS INC | ||||||||
| 401 N HIGHLAND AVE | PITTSBURGH | PA | 152062926 | NONE | PC | GENERAL SUPPORT | $45,000 | |
| SOUTH HILLS INTERFAITH MOVEMENT | ||||||||
| 5301 PARK AVE | BETHEL PARK | PA | 15102 | NONE | PC | PLAGROUND AT NEW FAMILY | $35,000 | |
| KEYSTONE PARALYZED VETERANS OF AMERICA | ||||||||
| 1113 MAIN ST | PITTSBURGH | PA | 152152407 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| Literacy Pittsburgh | ||||||||
| 411 SEVENTH AVENUE SUITE 550 | Pittsburgh | PA | 15219 | NONE | PC | GENERAL SUPPORT | $15,000 | |
| PITTSBURGH ZOO & PPG AQUARIUM | ||||||||
| ONE WILD PLACE | PITTSBURGH | PA | 15206 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| PITTSBURGH AIDS TASK FORCE | ||||||||
| 5913 PENN AVE | PITTSBURGH | PA | 15206 | NONE | PC | EXPANSION OF THE EAST | $25,000 | |
| 3 Rivers Rowing Association | ||||||||
| 300 WATERFRONT DRIVE | Pittsburgh | PA | 15222 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| HEARTH | ||||||||
| PO BOX 318 | GLANSHAW | PA | 15116 | NONE | PC | GENERAL SUPPORT | $32,000 | |
| NATIONAL AVIARY | ||||||||
| 700 ARCH STREET | PITTSBURGH | PA | 15212 | NONE | PC | RENOVATION OF CONDOR COURT | $10,000 | |
| WEST HILLS FOOD PANTRY | ||||||||
| 522 CARNOT RD | MOON TWP | PA | 151082302 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| The Neighborhood Academy | ||||||||
| 709 N AIKEN AVENUE | Pittsburgh | PA | 15206 | NONE | PC | SUPPORT OF AFTER SCHOOL | $20,000 | |
| CIVIC LIGHT OPERA | ||||||||
| 719 LIBERTY AVE | PITTSBURGH | PA | 15222 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| BIG BROTHERS AND BIG SISTERS OF | ||||||||
| 5989 CENTRE AVE SUITE 1 | PITTSBURGH | PA | 15206 | NONE | PC | GENERAL SUPPORT | $10,000 | GREATER PITTSBURGH |
| HOPE GROWS | ||||||||
| 183 SHAFER RD | MOON TOWNSHIP | PA | 151081056 | NONE | PC | GENERAL SUPPORT | $20,000 | |
| SCHOOLS THAT CAN PITTSBURGH INC | ||||||||
| 1040 FIRST AVE 346 | NEW YORK | NY | 100222991 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| LIGHT OF LIFE | ||||||||
| 5581 S CRANBERRY BLVD | NORTH PORT | FL | 342863602 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| ANGELS PLACE | ||||||||
| 29299 FRANKLIN RD STE 2 | SOUTHFIELD | MI | 480348102 | NONE | PC | GENERAL SUPPORT | $15,000 | |
| FRIENDS OF THE PGH FISHER HOUSE | ||||||||
| 3945 FORBES AVE 240 | PITTSBURGH | PA | 15213 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| ALLIANCE FOR REFUGEE YOUTH | ||||||||
| 6101 PENN AVENUE | PITTSBURGH | PA | 15206 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| JEREMIAHS PLACE | ||||||||
| 7709 APACHE AVE NE | ALBUQUERQUE | NM | 871104702 | NONE | PC | GENERAL SUPPORT | $15,000 | |
| CATHOLIC CHARITIES OF THE | ||||||||
| 300 HIGHWOODS BLVD | RALEIGH | NC | 276131620 | NONE | PC | GENERAL SUPPORT | $75,000 | DIOCESE OF RALEIGH INC |
| HILLTOP HORIZONS INC | ||||||||
| 103 LITTELL RD | ALIQUIPPA | PA | 150015915 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| RYAN SHAZIER FUND FOR SPINAL | ||||||||
| 6360 BROAD STREET | PITTSBURGH | PA | 152064004 | NONE | PC | GENERAL SUPPORT | $5,000 | REHABILITATION |
| PITTSBURGH YOUTH LEADERSHIP | ||||||||
| 1034 5TH AVE STE 400 | PITTSBURGH | PA | 152196225 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| OUR GIVING KITCHEN PITTSBURGH INC | ||||||||
| 5446 GUARINO ROAD | PITTSBURGH | PA | 152171919 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $817,000 | 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 | $416,779 | 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 | $1,374,029 | 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 | $1,790,808 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,790,808 | 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 (61 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 172908105 CINTAS CORP | $25,549 | $88,581 |
| 437076102 HOME DEPOT INC | $26,892 | $97,036 |
| 532457108 ELI LILLY & CO | $16,748 | $200,965 |
| 594918104 MICROSOFT CORP | $35,827 | $572,122 |
| 617446448 MORGAN STANLEY | $32,977 | $107,938 |
| 620076307 MOTOROLA SOLUTIONS I | $25,748 | $61,331 |
| 742718109 PROCTER & GAMBLE CO | $38,866 | $62,053 |
| 863667101 STRYKER CORP | $33,811 | $55,181 |
| 874039100 TAIWAN SEMICONDUCTOR | $32,631 | $99,068 |
| 879360105 TELEDYNE TECHNOLOGIE | $63,492 | $78,142 |
| 74762E102 QUANTA SVCS INC | $27,272 | $88,633 |
| 00287Y109 ABBVIE INC | $29,887 | $81,342 |
| 02079K305 ALPHABET INC/CA-CL A | $19,570 | $574,355 |
| 11135F101 BROADCOM INC | $27,091 | $336,063 |
| 22160K105 COSTCO WHOLESALE COR | $27,236 | $105,205 |
| 30303M102 META PLATFORMS INC | $63,877 | $302,981 |
| 46625H100 JPMORGAN CHASE & CO | $9,609 | $205,576 |
| 58933Y105 MERCK & CO INC | $59,024 | $78,313 |
| 78409V104 S&P GLOBAL INC | $17,359 | $82,047 |
| 91324P102 UNITEDHEALTH GROUP I | ||
| 92826C839 VISA INC | $13,091 | $116,786 |
| 92939U106 WEC ENERGY GROUP INC | $8,575 | $41,762 |
| G1151C101 ACCENTURE PLC CLASS | ||
| 002824100 ABBOTT LABORATORIES | $81,829 | $87,954 |
| 023135106 AMAZON COM INC | $124,515 | $358,694 |
| 037833100 APPLE INC | $8,498 | $534,205 |
| 053332102 AUTOZONE INC | $13,890 | $64,439 |
| 060505104 BANK OF AMERICA CORP | $67,425 | $129,140 |
| 09260D107 BLACKSTONE INC | $62,027 | $71,829 |
| 30231G102 EXXON MOBIL CORP | $54,275 | $119,618 |
| 57636Q104 MASTERCARD INC CL A | $79,368 | $139,295 |
| 718172109 PHILIP MORRIS INTERN | $62,862 | $100,892 |
| 166764100 CHEVRON CORPORATION | $63,402 | $54,410 |
| 35137L105 FOX CORP - CLASS A - | $23,595 | $51,660 |
| 580135101 MCDONALD'S CORP | ||
| 101137107 BOSTON SCIENTIFIC CO | $47,041 | $83,336 |
| 127387108 CADENCE DESIGN SYSTE | $73,135 | $97,525 |
| 438516106 HONEYWELL INTL INC | $69,063 | $76,865 |
| 452308109 ILLINOIS TOOL WORKS | ||
| 713448108 PEPSICO INC | ||
| 81762P102 SERVICE NOW INC | $75,260 | $88,850 |
| 872540109 TJX COMPANIES INC NE | $46,349 | $88,326 |
| H1467J104 CHUBB LTD | $56,721 | $88,642 |
| 049560105 ATMOS ENERGY CORP | $55,584 | $82,139 |
| 09290D101 BLACKROCK FUNDING IN | $46,703 | $84,557 |
| 254687106 DISNEY WALT CO | $57,546 | $54,041 |
| 277432100 EASTMAN CHEM CO | ||
| 443510607 HUBBELL INC | $63,837 | $74,610 |
| 512807306 LAM RESEARCH CORP | $18,210 | $126,502 |
| 571903202 MARRIOTT INTERNATION | $55,295 | $70,735 |
| 67066G104 NVIDIA CORP | $487,439 | $672,706 |
| 754730109 RAYMOND JAMES FINANC | $64,467 | $69,535 |
| 824348106 SHERWIN-WILLIAMS CO | $63,688 | $54,437 |
| 893641100 TRANSDIGM GROUP INC | $70,830 | $70,482 |
| G54950103 NEW LINDE PLC | $63,928 | $57,136 |
| 144285103 CARPENTER TECHNOLOGY | $38,247 | $48,171 |
| 147528103 CASEYS GENERAL STORE | $65,007 | $85,117 |
| 36828A101 GE VERNOVA LLC | $77,141 | $94,768 |
| 58155Q103 MCKESSON CORPORATION | $66,689 | $76,287 |
| 75513E101 RTX CORPORATION | $84,104 | $106,005 |
| V7780T103 ROYAL CARIBBEAN CRUI | $69,567 | $86,465 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (32 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 256206103 DODGE & COX INTERNAT | AT COST | $143,278 | $351,680 |
| 256210105 DODGE & COX INCOME F | AT COST | $1,461,285 | $1,447,410 |
| 317609295 SEAFARER OVERSEAS GR | |||
| 412295107 HARDING LOEVNER INTE | AT COST | $143,516 | $257,287 |
| 464288273 ISHARES MSCI EAFE SM | |||
| 592905749 TCW METROPOLITAN WES | |||
| 921937603 VANGUARD TOTAL BD MK | |||
| 00170K869 AMG GW&K SC CORE-I | AT COST | $150,000 | $220,577 |
| 74256W584 PRINCIPAL MIDCAP FUN | AT COST | $149,938 | $268,741 |
| 97717X669 WISDOMTREE U.S. QUAL | |||
| 057071813 BAIRD MIDCAP INST | |||
| 057071854 BAIRD AGGREGATE BOND | |||
| 464287879 ISHARES S&P SMALL CA | AT COST | $311,160 | $367,657 |
| 779562206 T ROWE PR NEW HORIZO | |||
| 89154M702 TOUCHSTONE SANDS EM | AT COST | $289,324 | $347,398 |
| 464287309 ISHARE S&P 500 GROWT | AT COST | $347,890 | $661,413 |
| 464287408 ISHARES S&P 500 VALU | AT COST | $529,800 | $727,824 |
| 46429B267 ISHARES U S TREASURY | AT COST | $890,562 | $896,663 |
| 46429B697 ISHARES MSCI USA MIN | |||
| 46434V456 ISHARES MSCI INTL QU | |||
| 09252M883 BLACKROCK TOTAL RETU | |||
| 411512460 HARBOR MID CAP VALUE | AT COST | $234,913 | $236,984 |
| 00770X675 PZENA EMERG MKTS VAL | AT COST | $350,000 | $353,689 |
| 025072349 AVANTIS US LARGE CAP | AT COST | $398,102 | $456,969 |
| 02631W607 AMER FND MULTI-SEC I | AT COST | $731,765 | $726,166 |
| 092528603 ISHARES FLEXIBLE INC | AT COST | $487,361 | $483,795 |
| 37954Y632 GLOBAL X ART INTEL & | AT COST | $726,103 | $741,386 |
| 46138E800 INVESCO CHINA TECHNO | AT COST | $302,870 | $264,316 |
| 46435G326 ISHARES CORE MSCI DE | AT COST | $902,791 | $1,015,164 |
| 56170L703 SPYGLASS GROWTH FUND | AT COST | $260,000 | $261,124 |
| 674375878 OBERWEIS SMALL CAP O | AT COST | $350,000 | $363,345 |
| 74440B884 PRUDENTIAL TOTAL RET | AT COST | $1,216,259 | $1,213,332 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| MUTUAL FUND TIMING ADJ | $4,141 |
| ROC ON CY SALES | $582 |
| PY RETURN OF CAPITAL ADJUSTMENT | $1,100 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT EXPENSES-DIVIDEND | Desc |
| Revenue And Expenses Per Books | $7 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $7 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT | Desc |
| Amt | $132 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $250 | Amt |
| Disbursements Charitable Prps | $250 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $4,444 | $4,444 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $4,759 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $14,904 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $2,244 | $2,244 | $0 |
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