DOROTHY M BITTERS MEMORIAL TR: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- DOROTHY M BITTERS MEMORIAL TR (EIN 82-7023017)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-08
- IRS object ID
- 202611289349103496
- 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
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-08T17:01:42-05:00 | 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 | 827023017 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DOROTHY M BITTERS MEMORIAL TR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BITT | BusinessNameControlTxt |
| Phone | 4124421522 | 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 | 4124421522 | PhoneNum |
| Signature | 2026-04-13 | 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 | 2026-04-13 | 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 | $2,806,867 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $69,431 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $69,175 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $120,070 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,148,165 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $120,070 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $189,501 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $189,245 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $34,034 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $20,421 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $13,614 | 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 | $5,550 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $5,550 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,621 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,182 | 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 | $43,205 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $21,603 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $19,164 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $112,589 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $112,589 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $155,794 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $21,603 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $131,753 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $33,707 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $167,642 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $85,084 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $105,258 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $105,258 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $2,104,818 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,124,137 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,701,609 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,189,902 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,229,395 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,806,867 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,189,902 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,229,395 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,189,902 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,229,395 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,189,902 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,229,395 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,189,902 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $33,707 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,792 | OtherIncreasesAmt |
| Subtotal | $2,229,401 | SubtotalAmt |
| Other Decreases | $6 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,229,395 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (102 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 796.07 AMG RR SM CAP VAL-I | 2024-06-11 | 2025-03-11 | $12,212 | $12,291 | -$79 | -$79 | |
| 1739.086 ARTISAN INTL SM/MID-INST | 2024-08-20 | 2025-03-11 | $30,399 | $32,347 | -$1,948 | -$1,948 | |
| 89.639 BLACKROCK TOTAL RETURN-I | 2024-08-26 | 2025-03-11 | $884 | $909 | -$25 | -$25 | |
| 91. DIMENSIONAL INTERNATIONAL VA | 2023-11-14 | 2025-03-11 | $3,560 | $2,975 | $585 | $585 | |
| 154.343 DODGE & COX INCOME FUND | 2023-03-21 | 2025-03-11 | $1,957 | $1,920 | $37 | $37 | |
| 361.018 DOUBLELINE TOTAL RETURN BOND | 2023-05-25 | 2025-03-11 | $3,195 | $3,184 | $11 | $11 | |
| 658.143 HARBOR MID CAP VALUE | 2024-06-11 | 2025-03-11 | $16,427 | $16,618 | -$191 | -$191 | |
| 1564.328 OAKMARK INTL SM CAP-R6 | 2018-12-27 | 2025-03-11 | $30,755 | $21,062 | $9,693 | $9,693 | |
| 100. ISHARES U S TREASURY BOND | 2023-05-25 | 2025-03-11 | $2,290 | $2,302 | -$12 | -$12 | |
| 8. ISHARES MSCI INTL QUALITY | 2023-04-19 | 2025-03-11 | $320 | $288 | $32 | $32 | |
| 33.909 MFS EMERGING MKTS DEBT FD-R6 | 2018-11-02 | 2025-03-11 | $409 | $467 | -$58 | -$58 | |
| 2550.956 MADISON MID CAP FUND-R6 | 2018-11-02 | 2025-03-11 | $40,943 | $26,789 | $14,154 | $14,154 | |
| 855.19 MERIDIAN SMALL CAP GROW-INSTL | 2024-06-11 | 2025-03-11 | $10,433 | $10,946 | -$513 | -$513 | |
| 58.304 PRINCIPAL MIDCAP FUND-R6 | 2018-11-02 | 2025-03-11 | $2,514 | $1,796 | $718 | $718 | |
| 182.464 PGIM HIGH YIELD FUND | 2018-11-02 | 2025-03-11 | $876 | $973 | -$97 | -$97 | |
| 141.787 ALLSPRING CORE BOND FUND | 2023-05-25 | 2025-03-11 | $1,567 | $1,558 | $9 | $9 | |
| 9. WISDOMTREE U.S. QUALITY DIVI | 2024-11-19 | 2025-03-11 | $715 | $748 | -$33 | -$33 | |
| 7. WISDOMTREE U.S. QUALITY DIVI | 2023-09-26 | 2025-03-11 | $556 | $446 | $110 | $110 | |
| 14. DIMENSIONAL INTERNATIONAL VA | 2023-11-14 | 2025-07-10 | $608 | $458 | $150 | $150 | |
| 487.812 WCM FOCUSED INTL GROWTH-INS | 2025-03-11 | 2025-07-10 | $13,029 | $11,210 | $1,819 | $1,819 | |
| 39.116 WCM FOCUSED INTL GROWTH-INS | 2020-10-06 | 2025-07-10 | $1,045 | $845 | $200 | $200 | |
| 109. ISHARES CORE S&P 500 | 2024-11-19 | 2025-07-10 | $68,355 | $64,441 | $3,914 | $3,914 | |
| 172.292 LONGLEAF PARTNERS FDS TR | 2021-03-24 | 2025-07-10 | $3,079 | $3,191 | -$112 | -$112 | |
| 20. WISDOMTREE U.S. QUALITY DIVI | 2023-09-26 | 2025-07-10 | $1,709 | $1,274 | $435 | $435 | |
| 279.862 PZENA EMERG MKTS VALUE-INST | 2025-03-11 | 2025-08-26 | $4,094 | $3,546 | $548 | $548 | |
| 30. AVANTIS US LARGE CAP VALUE | 2025-03-11 | 2025-08-26 | $2,140 | $1,940 | $200 | $200 | |
| 15285.394 BLACKROCK TOTAL RETURN-I | 2024-08-26 | 2025-08-26 | $152,090 | $154,994 | -$2,904 | -$2,904 | |
| 97. DIMENSIONAL INTERNATIONAL VA | 2023-11-14 | 2025-08-26 | $4,413 | $3,171 | $1,242 | $1,242 | |
| 8520.574 DOUBLELINE TOTAL RETURN BOND | 2023-05-25 | 2025-08-26 | $75,748 | $74,931 | $817 | $817 | |
| 417.907 SEAFARER OVERSEAS GROWTH & | 2021-03-24 | 2025-08-26 | $5,788 | $5,605 | $183 | $183 | |
| 4. ISHARES CORE S&P 500 | 2024-11-19 | 2025-08-26 | $2,583 | $2,365 | $218 | $218 | |
| 4. ISHARES CORE S&P 500 | 2025-03-11 | 2025-08-26 | $2,583 | $2,254 | $329 | $329 | |
| 14. ISHARES CORE S&P 500 | 2023-03-06 | 2025-08-26 | $9,041 | $5,712 | $3,329 | $3,329 | |
| 46. ISHARES MSCI INTL QUALITY | 2023-04-19 | 2025-08-26 | $1,984 | $1,657 | $327 | $327 | |
| 63. ISHARES CORE MSCI DEV MKTS | 2025-03-11 | 2025-08-26 | $4,937 | $4,342 | $595 | $595 | |
| 130.479 LONGLEAF PARTNERS FDS TR | 2021-03-24 | 2025-08-26 | $2,345 | $2,416 | -$71 | -$71 | |
| 1702.682 MFS EMERGING MKTS DEBT FD-R6 | 2024-08-26 | 2025-08-26 | $21,045 | $20,807 | $238 | $238 | |
| 1947.956 MFS EMERGING MKTS DEBT FD-R6 | 2018-11-02 | 2025-08-26 | $24,077 | $26,709 | -$2,632 | -$2,632 | |
| 7088.581 PGIM HIGH YIELD FUND | 2024-10-08 | 2025-08-26 | $34,663 | $34,380 | $283 | $283 | |
| 4709.039 PGIM HIGH YIELD FUND | 2018-11-02 | 2025-08-26 | $23,027 | $24,981 | -$1,954 | -$1,954 | |
| 213.508 TOUCHSTONE SANDS EM GR-R6 | 2020-10-06 | 2025-08-26 | $3,544 | $4,015 | -$471 | -$471 | |
| 10233.823 ALLSPRING CORE BOND FUND | 2023-05-25 | 2025-08-26 | $113,698 | $112,339 | $1,359 | $1,359 | |
| 10. WISDOMTREE U.S. QUALITY DIVI | 2023-09-26 | 2025-08-26 | $871 | $637 | $234 | $234 | |
| 345.83 LONGLEAF PARTNERS FDS TR | 2025-03-11 | 2025-09-03 | $6,215 | $5,364 | $851 | $851 | |
| 2596.106 LONGLEAF PARTNERS FDS TR | 2021-03-24 | 2025-09-03 | $46,652 | $46,644 | $8 | $8 | |
| 562. AVANTIS US LARGE CAP VALUE | 2025-03-11 | 2025-09-23 | $40,782 | $36,335 | $4,447 | $4,447 | |
| 133.036 SEAFARER OVERSEAS GROWTH & | 2025-03-11 | 2025-09-23 | $1,912 | $1,590 | $322 | $322 | |
| 4721.051 SEAFARER OVERSEAS GROWTH & | 2018-11-02 | 2025-09-23 | $67,842 | $57,640 | $10,202 | $10,202 | |
| 1659.99 WCM FOCUSED INTL GROWTH-INS | 2019-11-15 | 2025-09-23 | $45,733 | $33,260 | $12,473 | $12,473 | |
| 2156. ISHARES MSCI INTL QUALITY | 2023-04-19 | 2025-09-23 | $95,239 | $77,421 | $17,818 | $17,818 | |
| 1068. WISDOMTREE U.S. QUALITY DIVI | 2023-09-26 | 2025-09-23 | $95,547 | $68,017 | $27,530 | $27,530 | |
| CAPITAL GAIN DIVIDENDS | $15,279 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,279 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,279 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,279 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,279 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,279 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,279 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,279 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,279 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,279 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,279 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,279 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,279 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,279 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,279 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,279 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,279 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,279 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,279 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,279 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,279 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,279 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,279 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,279 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,279 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,279 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,279 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,279 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,279 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,279 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,279 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,279 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,279 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,279 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,279 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,279 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,279 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,279 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,279 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,279 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,279 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,279 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,279 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,279 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,279 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,279 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,279 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,279 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,279 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,279 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,279 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $120,070 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,330 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,330 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,330 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,518 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,518 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $812 | 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 | 4124421522 | 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 | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| 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 | $34,034 | 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 | $2,601,468 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $80,360 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,681,828 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,681,828 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $40,227 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,641,601 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $132,080 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $132,080 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,330 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,330 | TotalTaxAmt |
| Distributable Before Adj | $129,750 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $5,256 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $135,006 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $135,006 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $131,753 | 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 | $131,753 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $135,006 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $112,586 | 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 | $131,753 | QualifyingDistributionsAmt |
| Applied To Year1 | $112,586 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $19,167 | 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 | $115,839 | 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 | SPONSOR SELECTION COMMITTEE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE SCHOLARSHIP WAY | AddressLine1Txt |
| City | SAINT PETERS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 56082 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5079311682 | RecipientPhoneNum |
| Recipient Email Address | bittersscholarship@scholarshipamerica.org | RecipientEmailAddressTxt |
| Form And Info And Materials | PLEASE SEE SCHOLARSHIP AMERICA WEBSITE FOR MORE DETAILS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | PLEASE SEE SCHOLARSHIP AMERICA WEBSITE FOR MORE DETAILS | SubmissionDeadlinesTxt |
| Restrictions On Awards | MUST BE SENIORS OR GRADUATES OF TITUSVILLE AREA HS WITH PLAN TO ATTEND 2 OR 4 YEAR COLLEGE OF VOCATIONAL SCHOOL | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE ATTACHED | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| 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) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | I | RecipientFoundationStatusCd |
| Grant Or Contribution Purpose | SCHOLARSHIP | GrantOrContributionPurposeTxt |
| Amt | $112,589 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $112,589 | 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 | $69,431 | 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 | $120,070 | 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 | $189,501 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $189,501 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (31 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 317609295 SEAFARER OVERSEAS GR | |||
| 461418444 WCM FOCUSED INTL GRO | AT COST | $34,177 | $55,451 |
| 464287200 ISHARES CORE S&P 500 | AT COST | $595,032 | $1,052,068 |
| 552746364 MFS EMERGING MKTS DE | |||
| 557492485 MADISON MID CAP FUND | |||
| 74256W584 PRINCIPAL MIDCAP FUN | AT COST | $26,899 | $43,478 |
| 74440Y884 PGIM HIGH YIELD FUND | |||
| 97717X669 WISDOMTREE U.S. QUAL | |||
| 413838566 OAKMARK INTL SM CAP- | |||
| 543069405 LONGLEAF PARTNERS FD | |||
| 00171A852 AMG RR SM CAP VAL-I | AT COST | $29,265 | $30,789 |
| 00770X675 PZENA EMERG MKTS VAL | AT COST | $51,257 | $68,891 |
| 256210105 DODGE & COX INCOME F | AT COST | $219,677 | $230,668 |
| 89154M702 TOUCHSTONE SANDS EM | AT COST | $59,206 | $67,077 |
| 25434V807 DIMENSIONAL INTERNAT | AT COST | $106,370 | $133,183 |
| 258620566 DOUBLELINE TOTAL RET | |||
| 46429B267 ISHARES U S TREASURY | AT COST | $146,614 | $147,291 |
| 46434V456 ISHARES MSCI INTL QU | |||
| 94987W794 ALLSPRING CORE BOND | |||
| 04314H576 ARTISAN INTL SM/MID- | |||
| 09252M883 BLACKROCK TOTAL RETU | |||
| 411512460 HARBOR MID CAP VALUE | AT COST | $31,414 | $34,176 |
| 589619824 MERIDIAN SMALL CAP G | AT COST | $33,158 | $32,407 |
| 025072349 AVANTIS US LARGE CAP | AT COST | $42,800 | $50,160 |
| 02631W607 AMER FND MULTI-SEC I | AT COST | $119,877 | $119,877 |
| 092528603 ISHARES FLEXIBLE INC | AT COST | $83,848 | $83,377 |
| 37954Y632 GLOBAL X ART INTEL & | AT COST | $126,269 | $129,286 |
| 46138E800 INVESCO CHINA TECHNO | AT COST | $67,006 | $61,464 |
| 46435G326 ISHARES CORE MSCI DE | AT COST | $99,987 | $112,585 |
| 52107V229 LAZARD INTL QLTY GRW | AT COST | $61,536 | $58,100 |
| 74440B884 PRUDENTIAL TOTAL RET | AT COST | $189,745 | $191,281 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $6 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| RECOVERY OF GRANTS PAID | $5,256 |
| MUTUAL FUND TIMING ADJ | $536 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GRANTMAKING FEES | CategoryTxt |
| Amt | $5,550 | Amt |
| Disbursements Charitable Prps | $5,550 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $773 | $773 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $921 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $1,518 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $409 | $409 | $0 |
Comments