ALLEGRA STEWART TR UA 103093 FBO BUTLER UNIVERSITY 10-8305-004: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- ALLEGRA STEWART TR UA 103093 FBO BUTLER UNIVERSITY 10-8305-004 (EIN 35-6594190)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-08
- IRS object ID
- 202611289349103021
- 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 Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-08T15:01:38-05:00 | 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 | 356594190 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALLEGRA STEWART TR UA FBO BUTLER UNIV | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STEW | BusinessNameControlTxt |
| Phone | 4128076328 | 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 | 4128076328 | PhoneNum |
| Signature | 2026-04-06 | 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 | 2026-04-06 | 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 | $2,856,425 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $59,640 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $59,445 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $120,068 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,000,980 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $120,068 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $179,708 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $179,513 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $34,954 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $27,963 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $6,991 | 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 | $4,762 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,424 | 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 | $39,716 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $29,387 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,991 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $101,586 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $101,586 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $141,302 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $29,387 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $108,577 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $38,406 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $150,126 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $75,909 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $51,429 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $51,429 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| US Government Obligations BOY | $35 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $23 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $24 | USGovtObligationsEOYFMVAmt |
| Other Investments BOY | $2,034,249 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,096,962 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,804,972 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,110,193 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,148,414 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,856,425 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,110,193 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,148,414 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,110,193 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,148,414 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,110,193 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,148,414 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,110,193 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $38,406 | ExcessRevenueOverExpensesAmt |
| Other Increases | $29 | OtherIncreasesAmt |
| Subtotal | $2,148,628 | SubtotalAmt |
| Other Decreases | $214 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,148,414 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (106 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| .92 FED HOME LN MTG CORP | 1997-01-22 | 2025-01-31 | $1 | $1 | |||
| 1.15 FED HOME LN MTG CORP | 1997-01-22 | 2025-02-28 | $1 | $1 | |||
| 562.86 LSV SMALL CAP FUND-INST | 2024-01-23 | 2025-03-11 | $9,867 | $10,002 | -$135 | -$135 | |
| 250.975 PZENA EMERG MKTS VALUE-INST | 2024-01-23 | 2025-03-11 | $3,180 | $2,899 | $281 | $281 | |
| 2073.911 ARTISAN INTL SM/MID-INST | 2024-08-20 | 2025-03-11 | $36,252 | $38,575 | -$2,323 | -$2,323 | |
| 171. DIMENSIONAL INTERNATIONAL VA | 2025-03-11 | $6,690 | $5,652 | $1,038 | $1,038 | ||
| 1860.432 OAKMARK INTL SM CAP-R6 | 2025-03-11 | $36,576 | $22,451 | $14,125 | $14,125 | ||
| 1083.919 HENNESSY FOCUS FUND CLASS INS | 2024-01-23 | 2025-03-11 | $48,538 | $47,931 | $607 | $607 | |
| 34. ISHARES CORE S&P 500 | 2024-11-19 | 2025-03-11 | $19,162 | $20,101 | -$939 | -$939 | |
| 101. ISHARES MSCI INTL QUALITY | 2023-04-18 | 2025-03-11 | $4,044 | $3,659 | $385 | $385 | |
| 469.744 OBERWEIS SMALL CAP OPPPRTUNITES | 2024-01-23 | 2025-03-11 | $10,954 | $10,696 | $258 | $258 | |
| 279.084 PGIM JENN M/C GROW-R6 | 2024-01-23 | 2025-03-11 | $5,517 | $5,972 | -$455 | -$455 | |
| 479.898 TOUCHSTONE MIDCAP VALUE FUND | 2024-01-23 | 2025-03-11 | $10,601 | $10,524 | $77 | $77 | |
| 7. WISDOMTREE U.S. QUALITY DIVI | 2024-11-19 | 2025-03-11 | $556 | $582 | -$26 | -$26 | |
| 65. WISDOMTREE U.S. QUALITY DIVI | 2023-09-25 | 2025-03-11 | $5,160 | $4,171 | $989 | $989 | |
| .001 ARTISAN INTL SM/MID-INST | 2024-08-20 | 2025-03-13 | |||||
| .89 FED HOME LN MTG CORP | 1997-01-22 | 2025-03-31 | $1 | $1 | |||
| .74 FED HOME LN MTG CORP | 1997-01-22 | 2025-04-30 | $1 | $1 | |||
| .78 FED HOME LN MTG CORP | 1997-01-22 | 2025-05-31 | $1 | $1 | |||
| 94.514 WCM FOCUSED INTL GROWTH-INS | 2025-03-11 | 2025-06-12 | $2,508 | $2,172 | $336 | $336 | |
| 177.685 WCM FOCUSED INTL GROWTH-INS | 2023-09-25 | 2025-06-12 | $4,716 | $3,644 | $1,072 | $1,072 | |
| 23. ISHARES CORE S&P 500 | 2024-11-19 | 2025-06-12 | $13,944 | $13,598 | $346 | $346 | |
| 14. ISHARES CORE S&P 500 | 2024-01-23 | 2025-06-12 | $8,487 | $6,797 | $1,690 | $1,690 | |
| .91 FED HOME LN MTG CORP | 1997-01-22 | 2025-06-30 | $1 | $1 | |||
| .77 FED HOME LN MTG CORP | 1997-01-22 | 2025-07-31 | $1 | $1 | |||
| 160.997 PZENA EMERG MKTS VALUE-INST | 2024-01-23 | 2025-08-26 | $2,355 | $1,860 | $495 | $495 | |
| 913.197 BLACKROCK CORE BOND PORTFOLIO | 2025-03-11 | 2025-08-26 | $7,607 | $7,525 | $82 | $82 | |
| 18113.754 BLACKROCK CORE BOND PORTFOLIO | 2025-08-26 | $150,888 | $169,222 | -$18,334 | -$18,334 | ||
| 78. DIMENSIONAL INTERNATIONAL VA | 2023-11-14 | 2025-08-26 | $3,548 | $2,550 | $998 | $998 | |
| 182.785 FEDERATED TOTAL RETURN BOND | 2025-03-11 | 2025-08-26 | $1,740 | $1,729 | $11 | $11 | |
| 3796.465 FEDERATED TOTAL RETURN BOND | 2025-08-26 | $36,142 | $36,073 | $69 | $69 | ||
| 288.499 SEAFARER OVERSEAS GROWTH & | 2021-03-23 | 2025-08-26 | $3,996 | $4,304 | -$308 | -$308 | |
| 46. ISHARES CORE S&P 500 | 2024-01-23 | 2025-08-26 | $29,705 | $22,334 | $7,371 | $7,371 | |
| 218.696 LONGLEAF PARTNERS FDS TR | 2021-03-23 | 2025-08-26 | $3,930 | $4,081 | -$151 | -$151 | |
| 99.122 OBERWEIS SMALL CAP OPPPRTUNITES | 2024-01-23 | 2025-08-26 | $2,771 | $2,257 | $514 | $514 | |
| 117.774 PRUDENTIAL TOTAL RETURN BOND | 2025-03-11 | 2025-08-26 | $1,423 | $1,410 | $13 | $13 | |
| 3013.528 PRUDENTIAL TOTAL RETURN BOND | 2025-08-26 | $36,403 | $35,284 | $1,119 | $1,119 | ||
| 128.209 PGIM JENN M/C GROW-R6 | 2024-01-23 | 2025-08-26 | $2,959 | $2,744 | $215 | $215 | |
| 35.751 TOUCHSTONE SANDS EM GR-R6 | 2022-02-28 | 2025-08-26 | $593 | $580 | $13 | $13 | |
| 36.457 TOUCHSTONE SANDS EM GR-R6 | 2022-02-28 | 2025-08-26 | $605 | $606 | -$1 | -$1 | |
| .79 FED HOME LN MTG CORP | 1997-01-22 | 2025-08-31 | $1 | $1 | |||
| 114.823 LONGLEAF PARTNERS FDS TR | 2025-03-11 | 2025-09-03 | $2,063 | $1,781 | $282 | $282 | |
| 3309.038 LONGLEAF PARTNERS FDS TR | 2025-09-03 | $59,463 | $59,876 | -$413 | -$413 | ||
| 666. AVANTIS US LARGE CAP VALUE | 2025-03-11 | 2025-09-22 | $48,190 | $43,059 | $5,131 | $5,131 | |
| 354.152 SEAFARER OVERSEAS GROWTH & | 2025-03-11 | 2025-09-22 | $5,093 | $4,232 | $861 | $861 | |
| 5671.711 SEAFARER OVERSEAS GROWTH & | 2025-09-22 | $81,559 | $62,988 | $18,571 | $18,571 | ||
| 2122.841 WCM FOCUSED INTL GROWTH-INS | 2025-09-22 | $58,612 | $36,463 | $22,149 | $22,149 | ||
| 2512. ISHARES MSCI INTL QUALITY | 2025-09-22 | $110,303 | $90,781 | $19,522 | $19,522 | ||
| 1252. WISDOMTREE U.S. QUALITY DIVI | 2023-09-25 | 2025-09-22 | $111,680 | $80,341 | $31,339 | $31,339 | |
| .9 FED HOME LN MTG CORP | 1997-01-22 | 2025-09-30 | $1 | $1 | |||
| .76 FED HOME LN MTG CORP | 1997-01-22 | 2025-10-31 | $1 | $1 | |||
| .96 FED HOME LN MTG CORP | 1997-01-22 | 2025-11-30 | $1 | $1 | |||
| 1.15 FED HOME LN MTG CORP | 1997-01-22 | 2025-12-31 | $1 | $1 | |||
| CAPITAL GAIN DIVIDENDS | $13,193 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,193 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,193 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,193 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,193 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,193 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,193 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,193 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,193 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,193 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,193 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,193 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,193 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,193 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,193 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,193 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,193 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,193 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,193 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,193 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,193 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,193 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,193 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,193 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,193 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,193 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,193 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,193 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,193 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,193 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,193 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,193 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,193 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,193 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,193 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,193 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,193 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,193 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,193 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,193 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,193 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,193 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,193 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,193 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,193 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,193 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,193 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,193 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,193 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,193 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,193 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,193 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,193 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $120,068 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,087 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,087 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,087 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,238 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,238 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $151 | OverpaymentAmt |
| Applied To ES Tax | $151 | 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 | IN | 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 | 4128076328 | 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 | $34,954 | 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 | $2,650,831 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $56,047 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,706,878 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,706,878 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $40,603 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,666,275 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $133,314 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $133,314 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,087 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,087 | TotalTaxAmt |
| Distributable Before Adj | $131,227 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $131,227 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $131,227 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $108,577 | 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 | $108,577 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $131,227 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $23,393 | 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 | $108,577 | QualifyingDistributionsAmt |
| Applied To Year1 | $23,393 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $85,184 | 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 | $46,043 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BUTLER UNIVERSITY | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4600 SUNSET AVENUE | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 462083443 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusCd |
| Grant Or Contribution Purpose | GENERAL SUPPORT | GrantOrContributionPurposeTxt |
| Amt | $101,586 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $101,586 | 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 | $59,640 | 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 | $120,068 | 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 | $179,708 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $179,708 | 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 Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $23 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $24 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (28 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 317609295 SEAFARER OVERSEAS GR | |||
| 461418444 WCM FOCUSED INTL GRO | AT COST | $42,826 | $63,842 |
| 464287200 ISHARES CORE S&P 500 | AT COST | $647,565 | $1,235,632 |
| 97717X669 WISDOMTREE U.S. QUAL | |||
| 057071854 BAIRD AGGREGATE BOND | AT COST | $185,765 | $182,419 |
| 09260B309 BLACKROCK CORE BOND | |||
| 413838566 OAKMARK INTL SM CAP- | |||
| 543069405 LONGLEAF PARTNERS FD | |||
| 00770X675 PZENA EMERG MKTS VAL | AT COST | $63,598 | $85,270 |
| 89154M702 TOUCHSTONE SANDS EM | AT COST | $65,973 | $83,234 |
| 25434V807 DIMENSIONAL INTERNAT | AT COST | $121,407 | $152,445 |
| 31428Q739 FEDERATED TOTAL RETU | |||
| 46429B267 ISHARES U S TREASURY | AT COST | $96,641 | $96,912 |
| 46434V456 ISHARES MSCI INTL QU | |||
| 74440B884 PRUDENTIAL TOTAL RET | |||
| 00769G535 LSV SMALL CAP FUND-I | AT COST | $37,929 | $39,380 |
| 04314H576 ARTISAN INTL SM/MID- | |||
| 42588P809 HENNESSY FOCUS FUND | |||
| 674375878 OBERWEIS SMALL CAP O | AT COST | $34,978 | $46,007 |
| 74441C881 PGIM JENN M/C GROW-R | AT COST | $45,206 | $43,854 |
| 89155H389 TOUCHSTONE MIDCAP VA | AT COST | $43,839 | $48,053 |
| 025072349 AVANTIS US LARGE CAP | AT COST | $50,365 | $59,025 |
| 092528603 ISHARES FLEXIBLE INC | AT COST | $55,179 | $54,881 |
| 37954Y632 GLOBAL X ART INTEL & | AT COST | $152,330 | $156,089 |
| 46138E800 INVESCO CHINA TECHNO | AT COST | $78,780 | $70,928 |
| 46435G326 ISHARES CORE MSCI DE | AT COST | $122,215 | $138,401 |
| 52107V229 LAZARD INTL QLTY GRW | AT COST | $70,513 | $66,466 |
| 922020839 VANGUARD CORE BOND F | AT COST | $181,853 | $182,134 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ROC ON CY SALES | $167 |
| PY RETURN OF CAPITAL ADJUSTMENT | $47 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| MUTUAL FUND TIMING ADJ | $2 |
| COST BASIS ADJUSTMENT | $27 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $920 | $920 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $1,100 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $2,238 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $504 | $504 | $0 |
Comments