GUSTAVE AND HILDA BIERLEIN TR: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- GUSTAVE AND HILDA BIERLEIN TR (EIN 47-6525236)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-08
- IRS object ID
- 202611289349104011
- 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 Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-08T17:01:39-05:00 | 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 | 476525236 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | G & H BIERLEIN CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BIER | BusinessNameControlTxt |
| Phone | 4123956964 | 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 | 4123956964 | PhoneNum |
| Signature | 2026-03-30 | 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 | 2026-03-30 | 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 | $908,987 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $23,471 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $23,388 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $37,937 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $349,634 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $37,937 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $61,408 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $61,325 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $12,270 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $9,816 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $2,454 | 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 | $2,520 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,520 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,171 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $379 | 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 | $15,961 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,195 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,974 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $38,035 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $38,035 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $53,996 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,195 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $43,009 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $7,412 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $51,130 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $60,403 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $37,853 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $37,853 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $663,886 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $694,130 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $871,134 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $724,289 | TotalAssetsBOYAmt |
| Total Assets EOY | $731,983 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $908,987 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $724,289 | CapitalStockBOYAmt |
| Capital Stock EOY | $731,983 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $724,289 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $731,983 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $724,289 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $731,983 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $724,289 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $7,412 | ExcessRevenueOverExpensesAmt |
| Other Increases | $282 | OtherIncreasesAmt |
| Subtotal | $731,983 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $731,983 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (84 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 219.042 AMG RR SM CAP VAL-I | 2024-06-11 | 2025-03-11 | $3,360 | $3,382 | -$22 | -$22 | |
| 557.981 ARTISAN INTL SM/MID-INST | 2024-08-20 | 2025-03-11 | $9,754 | $10,378 | -$624 | -$624 | |
| 16.299 BAIRD MIDCAP INST | 2024-06-11 | 2025-03-11 | $347 | $387 | -$40 | -$40 | |
| 91.623 BLACKROCK TOTAL RETURN-I | 2024-08-26 | 2025-03-11 | $903 | $929 | -$26 | -$26 | |
| 34. DIMENSIONAL INTERNATIONAL VA | 2023-11-14 | 2025-03-11 | $1,330 | $1,112 | $218 | $218 | |
| 118.456 DODGE & COX INCOME FUND | 2022-06-23 | 2025-03-11 | $1,502 | $1,496 | $6 | $6 | |
| 85.398 DOUBLELINE TOTAL RETURN BOND | 2023-05-25 | 2025-03-11 | $756 | $753 | $3 | $3 | |
| 39.87 HARBOR MID CAP VALUE | 2024-06-11 | 2025-03-11 | $995 | $1,007 | -$12 | -$12 | |
| 501.812 OAKMARK INTL SM CAP-R6 | 2019-04-04 | 2025-03-11 | $9,866 | $7,041 | $2,825 | $2,825 | |
| 53. ISHARES U S TREASURY BOND | 2023-05-25 | 2025-03-11 | $1,214 | $1,218 | -$4 | -$4 | |
| 22. ISHARES MSCI INTL QUALITY | 2023-04-19 | 2025-03-11 | $881 | $792 | $89 | $89 | |
| 41.864 MFS EMERGING MKTS DEBT FD-R6 | 2019-04-04 | 2025-03-11 | $505 | $602 | -$97 | -$97 | |
| 246.412 MERIDIAN SMALL CAP GROW-INSTL | 2024-06-11 | 2025-03-11 | $3,006 | $3,154 | -$148 | -$148 | |
| 199.088 PGIM HIGH YIELD FUND | 2019-04-04 | 2025-03-11 | $956 | $1,081 | -$125 | -$125 | |
| 280.941 TOUCHSTONE MID CAP-R6 | 2022-03-01 | 2025-03-11 | $14,716 | $12,558 | $2,158 | $2,158 | |
| 78.952 ALLSPRING CORE BOND FUND | 2023-05-25 | 2025-03-11 | $872 | $868 | $4 | $4 | |
| 1. WISDOMTREE U.S. QUALITY DIVI | 2024-11-19 | 2025-03-11 | $79 | $83 | -$4 | -$4 | |
| 53.17 PZENA EMERG MKTS VALUE-INST | 2025-03-11 | 2025-08-26 | $778 | $674 | $104 | $104 | |
| 4791.264 BLACKROCK TOTAL RETURN-I | 2024-08-26 | 2025-08-26 | $47,673 | $48,583 | -$910 | -$910 | |
| 24. DIMENSIONAL INTERNATIONAL VA | 2023-11-14 | 2025-08-26 | $1,092 | $785 | $307 | $307 | |
| 2670.805 DOUBLELINE TOTAL RETURN BOND | 2023-05-25 | 2025-08-26 | $23,743 | $23,438 | $305 | $305 | |
| 85.772 SEAFARER OVERSEAS GROWTH & | 2021-03-24 | 2025-08-26 | $1,188 | $1,275 | -$87 | -$87 | |
| 81.514 WCM FOCUSED INTL GROWTH-INS | 2025-03-11 | 2025-08-26 | $2,165 | $1,873 | $292 | $292 | |
| 26. ISHARES CORE S&P 500 | 2024-11-19 | 2025-08-26 | $16,790 | $15,371 | $1,419 | $1,419 | |
| 8. ISHARES CORE MSCI DEV MKTS | 2025-03-11 | 2025-08-26 | $627 | $551 | $76 | $76 | |
| 67.483 LONGLEAF PARTNERS FDS TR | 2021-03-24 | 2025-08-26 | $1,213 | $1,250 | -$37 | -$37 | |
| 572.754 MFS EMERGING MKTS DEBT FD-R6 | 2024-08-26 | 2025-08-26 | $7,079 | $6,999 | $80 | $80 | |
| 571.552 MFS EMERGING MKTS DEBT FD-R6 | 2019-04-04 | 2025-08-26 | $7,064 | $7,391 | -$327 | -$327 | |
| 2327.643 PGIM HIGH YIELD FUND | 2024-10-08 | 2025-08-26 | $11,382 | $11,289 | $93 | $93 | |
| 1370.365 PGIM HIGH YIELD FUND | 2019-04-04 | 2025-08-26 | $6,701 | $6,881 | -$180 | -$180 | |
| 7.46 TOUCHSTONE SANDS EM GR-R6 | 2022-01-20 | 2025-08-26 | $124 | $137 | -$13 | -$13 | |
| 3207.83 ALLSPRING CORE BOND FUND | 2023-05-25 | 2025-08-26 | $35,639 | $35,208 | $431 | $431 | |
| 98.335 LONGLEAF PARTNERS FDS TR | 2025-03-11 | 2025-09-03 | $1,767 | $1,525 | $242 | $242 | |
| 851.221 LONGLEAF PARTNERS FDS TR | 2021-03-24 | 2025-09-03 | $15,296 | $14,601 | $695 | $695 | |
| 180. AVANTIS US LARGE CAP VALUE | 2025-03-11 | 2025-09-23 | $13,062 | $11,638 | $1,424 | $1,424 | |
| 16.408 SEAFARER OVERSEAS GROWTH & | 2025-03-11 | 2025-09-23 | $236 | $196 | $40 | $40 | |
| 1550.325 SEAFARER OVERSEAS GROWTH & | 2019-04-04 | 2025-09-23 | $22,278 | $18,401 | $3,877 | $3,877 | |
| 45.371 WCM FOCUSED INTL GROWTH-INS | 2025-03-11 | 2025-09-23 | $1,250 | $1,043 | $207 | $207 | |
| 538.1 WCM FOCUSED INTL GROWTH-INS | 2018-09-26 | 2025-09-23 | $14,825 | $9,147 | $5,678 | $5,678 | |
| 690. ISHARES MSCI INTL QUALITY | 2023-04-19 | 2025-09-23 | $30,480 | $24,731 | $5,749 | $5,749 | |
| 5. WISDOMTREE U.S. QUALITY DIVI | 2024-11-19 | 2025-09-23 | $447 | $416 | $31 | $31 | |
| 339. WISDOMTREE U.S. QUALITY DIVI | 2023-09-26 | 2025-09-23 | $30,328 | $21,590 | $8,738 | $8,738 | |
| CAPITAL GAIN DIVIDENDS | $5,489 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,489 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,489 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,489 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,489 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,489 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,489 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,489 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,489 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,489 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,489 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,489 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,489 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,489 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,489 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,489 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,489 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,489 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,489 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,489 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,489 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,489 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,489 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,489 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,489 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,489 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,489 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,489 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,489 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,489 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,489 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,489 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,489 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,489 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,489 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,489 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,489 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,489 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,489 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,489 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,489 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,489 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $37,937 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $711 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $711 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $711 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $494 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $494 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $217 | 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 | MI | 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 | 4123956964 | 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 | $12,270 | 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 | $826,601 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $52,701 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $879,302 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $879,302 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,190 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $866,112 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $43,306 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $43,306 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $711 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $711 | TotalTaxAmt |
| Distributable Before Adj | $42,595 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $42,595 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $42,595 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $43,009 | 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 | $43,009 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $42,595 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $38,035 | 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 | $43,009 | QualifyingDistributionsAmt |
| Applied To Year1 | $38,035 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,974 | 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 | $37,621 | 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 | PNC Bank Charitable Trust Grant Rev | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Tower at PNC Plaza 300 Fifth Ave M | AddressLine1Txt |
| City | Pittsburgh | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4123956964 | RecipientPhoneNum |
| Form And Info And Materials | SEE FOOTNOTES | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE FOOTNOTES | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE FOOTNOTES | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 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 |
|---|---|---|---|---|---|---|---|---|
| WHEAT RIDGE MINISTRIES | ||||||||
| ONE PIERCE PLACE | ITASCA | IL | 60143 | NONE | PC | GENERAL SUPPORT | $1,025 | |
| ST JOHN'S EVANGELICAL | ||||||||
| 1200 EAST GENESEE AVENUE | FRANKENMUTH | MI | 48734 | NONE | PC | GENERAL SUPPORT | $1,000 | LUTHERAN CHURCH |
| Lutheran Hour Ministries | ||||||||
| 660 MASON RIDGE CENTER | St Louis | MO | 63141 | NONE | PC | GENERAL SUPPORT | $4,325 | |
| VALPARAISO UNIVERSITY | ||||||||
| 1100 CAMPUS DRIVE SOUTH | VALPARAISO | IN | 463834512 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| WELLSPRING LUTHERAN SERVICES | ||||||||
| 2825 WIENEKE RD | SAGINAW | MI | 48603 | NONE | PC | GENERAL SUPPORT | $4,800 | |
| ST LORENZ EVG LUTHERAN CHURCH | ||||||||
| 420 W TUSCOLA ST | FRANKENMUTH | MI | 487341551 | NONE | PC | GENERAL SUPPORT | $19,235 | |
| CONCORDIA UNIVERSITY | ||||||||
| 4090 GEDDER RD | ANN ARBOR | MI | 481052750 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| LUTHERAN CHURCH MISSOURI SYNOD | ||||||||
| 1333 S KIRKWOOD RD | ST LOUIS | MO | 63122 | NONE | PC | GENERAL SUPPORT | $4,150 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $38,035 | 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 | $23,471 | 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 | $37,937 | 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 | $61,408 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $61,408 | 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 | $12,005 | $17,896 |
| 464287200 ISHARES CORE S&P 500 | AT COST | $192,162 | $339,730 |
| 552746364 MFS EMERGING MKTS DE | |||
| 74440Y884 PGIM HIGH YIELD FUND | |||
| 97717X669 WISDOMTREE U.S. QUAL | |||
| 413838566 OAKMARK INTL SM CAP- | |||
| 543069405 LONGLEAF PARTNERS FD | |||
| 00770X675 PZENA EMERG MKTS VAL | AT COST | $16,414 | $22,234 |
| 256210105 DODGE & COX INCOME F | AT COST | $72,196 | $74,444 |
| 89154M702 TOUCHSTONE SANDS EM | AT COST | $17,753 | $21,646 |
| 89155T490 TOUCHSTONE MID CAP-R | |||
| 25434V807 DIMENSIONAL INTERNAT | AT COST | $34,320 | $42,964 |
| 258620566 DOUBLELINE TOTAL RET | |||
| 46429B267 ISHARES U S TREASURY | AT COST | $48,190 | $48,422 |
| 46434V456 ISHARES MSCI INTL QU | |||
| 94987W794 ALLSPRING CORE BOND | |||
| 00171A852 AMG RR SM CAP VAL-I | AT COST | $10,123 | $9,851 |
| 04314H576 ARTISAN INTL SM/MID- | |||
| 057071813 BAIRD MIDCAP INST | AT COST | $13,814 | $11,101 |
| 09252M883 BLACKROCK TOTAL RETU | |||
| 411512460 HARBOR MID CAP VALUE | AT COST | $11,816 | $12,855 |
| 589619824 MERIDIAN SMALL CAP G | AT COST | $10,393 | $10,158 |
| 025072349 AVANTIS US LARGE CAP | AT COST | $13,771 | $16,139 |
| 02631W607 AMER FND MULTI-SEC I | AT COST | $38,692 | $38,692 |
| 092528603 ISHARES FLEXIBLE INC | AT COST | $27,065 | $26,913 |
| 37954Y632 GLOBAL X ART INTEL & | AT COST | $40,533 | $41,502 |
| 46138E800 INVESCO CHINA TECHNO | AT COST | $21,598 | $19,812 |
| 46435G326 ISHARES CORE MSCI DE | AT COST | $32,188 | $36,291 |
| 52107V229 LAZARD INTL QLTY GRW | AT COST | $19,860 | $18,751 |
| 74440B884 PRUDENTIAL TOTAL RET | AT COST | $61,237 | $61,733 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| MUTUAL FUND TIMING ADJ | $281 |
| ROUNDING | $1 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GRANTMAKING FEES | CategoryTxt |
| Amt | $2,520 | Amt |
| Disbursements Charitable Prps | $2,520 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $247 | $247 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $298 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $494 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $132 | $132 | $0 |
Comments