MAGDALEN MCDOWELL EVANS TR UW FBO UNIVERSITY OF LA SCHOOL OF MEDICIN: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- MAGDALEN MCDOWELL EVANS TR UW FBO UNIVERSITY OF LA SCHOOL OF MEDICIN (EIN 62-6343891)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-08
- IRS object ID
- 202621289349102617
- Schema version
- 2025v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Investments Other Schedule2
- Other Decreases Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-08T15:01:39-05:00 | 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 | 626343891 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MM EVANS TUW FBO U OF L MED SCH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EVAN | BusinessNameControlTxt |
| Phone | 4127622758 | 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 | 4127622758 | PhoneNum |
| Signature | 2026-03-28 | 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 | 2026-03-28 | 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 | $2,416,878 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $59,284 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $59,059 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $117,022 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $991,110 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $117,022 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $176,306 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $176,081 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $27,245 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $21,796 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $5,449 | 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 | $3,200 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,034 | 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 | $30,445 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $22,830 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,449 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $97,720 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $97,720 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $128,165 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $22,830 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $103,169 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $48,141 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $153,251 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $40,649 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $45,073 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $45,073 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $1,829,962 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,874,234 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,371,805 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,870,611 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,919,307 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,416,878 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,870,611 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,919,307 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,870,611 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,919,307 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,870,611 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,919,307 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,870,611 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $48,141 | ExcessRevenueOverExpensesAmt |
| Other Increases | $561 | OtherIncreasesAmt |
| Subtotal | $1,919,313 | SubtotalAmt |
| Other Decreases | $6 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,919,307 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (98 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 690.064 AMG RR SM CAP VAL-I | 2024-06-11 | 2025-03-11 | $10,586 | $10,655 | -$69 | -$69 | |
| 1486.208 ARTISAN INTL SM/MID-INST | 2024-08-20 | 2025-03-11 | $25,979 | $27,643 | -$1,664 | -$1,664 | |
| 113. DIMENSIONAL INTERNATIONAL VA | 2025-03-11 | $4,421 | $3,701 | $720 | $720 | ||
| 133.79 DODGE & COX INCOME FUND | 2024-10-08 | 2025-03-11 | $1,696 | $1,711 | -$15 | -$15 | |
| 234.998 DODGE & COX INCOME FUND | 2023-03-21 | 2025-03-11 | $2,980 | $3,017 | -$37 | -$37 | |
| 839.965 DOUBLELINE TOTAL RETURN BOND | 2025-03-11 | $7,434 | $7,438 | -$4 | -$4 | ||
| 651.06 HARBOR MID CAP VALUE | 2024-06-11 | 2025-03-11 | $16,250 | $16,439 | -$189 | -$189 | |
| 1352.86 OAKMARK INTL SM CAP-R6 | 2022-08-05 | 2025-03-11 | $26,597 | $21,470 | $5,127 | $5,127 | |
| 20. ISHARES CORE S&P 500 | 2024-11-19 | 2025-03-11 | $11,272 | $11,824 | -$552 | -$552 | |
| 66. ISHARES MSCI INTL QUALITY | 2025-03-11 | $2,643 | $2,415 | $228 | $228 | ||
| 70.872 MFS EMERGING MKTS DEBT FD-R6 | 2024-08-26 | 2025-03-11 | $855 | $866 | -$11 | -$11 | |
| 2259.769 MADISON MID CAP FUND-R6 | 2022-08-05 | 2025-03-11 | $36,269 | $30,981 | $5,288 | $5,288 | |
| 742.372 MERIDIAN SMALL CAP GROW-INSTL | 2024-06-11 | 2025-03-11 | $9,057 | $9,502 | -$445 | -$445 | |
| 52.1 PRINCIPAL MIDCAP FUND-R6 | 2013-02-08 | 2025-03-11 | $2,247 | $882 | $1,365 | $1,365 | |
| 154.488 PGIM HIGH YIELD FUND | 2024-10-08 | 2025-03-11 | $742 | $749 | -$7 | -$7 | |
| 138.329 PGIM HIGH YIELD FUND | 2022-08-05 | 2025-03-11 | $664 | $682 | -$18 | -$18 | |
| 239.619 ALLSPRING CORE BOND FUND | 2023-05-25 | 2025-03-11 | $2,648 | $2,633 | $15 | $15 | |
| 19. WISDOMTREE U.S. QUALITY DIVI | 2024-11-19 | 2025-03-11 | $1,508 | $1,580 | -$72 | -$72 | |
| 11. WISDOMTREE U.S. QUALITY DIVI | 2023-09-26 | 2025-03-11 | $873 | $701 | $172 | $172 | |
| 98.102 PZENA EMERG MKTS VALUE-INST | 2025-03-11 | 2025-08-26 | $1,435 | $1,243 | $192 | $192 | |
| 59.552 PZENA EMERG MKTS VALUE-INST | 2023-12-11 | 2025-08-26 | $871 | $726 | $145 | $145 | |
| 1. AVANTIS US LARGE CAP VALUE | 2025-03-11 | 2025-08-26 | $71 | $65 | $6 | $6 | |
| 13160.44 BLACKROCK TOTAL RETURN-I | 2025-08-26 | $130,946 | $133,343 | -$2,397 | -$2,397 | ||
| 70. DIMENSIONAL INTERNATIONAL VA | 2023-11-14 | 2025-08-26 | $3,185 | $2,288 | $897 | $897 | |
| 7335.511 DOUBLELINE TOTAL RETURN BOND | 2025-08-26 | $65,213 | $64,349 | $864 | $864 | ||
| 168.974 SEAFARER OVERSEAS GROWTH & | 2025-03-11 | 2025-08-26 | $2,340 | $2,019 | $321 | $321 | |
| 82.964 SEAFARER OVERSEAS GROWTH & | 2023-12-11 | 2025-08-26 | $1,149 | $1,006 | $143 | $143 | |
| 237.9 WCM FOCUSED INTL GROWTH-INS | 2025-03-11 | 2025-08-26 | $6,319 | $5,467 | $852 | $852 | |
| .087 WCM FOCUSED INTL GROWTH-INS | 2018-09-07 | 2025-08-26 | $2 | $1 | $1 | $1 | |
| 73. ISHARES CORE S&P 500 | 2024-11-19 | 2025-08-26 | $47,141 | $43,158 | $3,983 | $3,983 | |
| 5. ISHARES CORE S&P 500 | 2022-08-05 | 2025-08-26 | $3,229 | $2,074 | $1,155 | $1,155 | |
| 31. ISHARES CORE MSCI DEV MKTS | 2025-03-11 | 2025-08-26 | $2,429 | $2,136 | $293 | $293 | |
| 195.044 LONGLEAF PARTNERS FDS TR | 2025-03-11 | 2025-08-26 | $3,505 | $3,025 | $480 | $480 | |
| 1394.793 MFS EMERGING MKTS DEBT FD-R6 | 2024-08-26 | 2025-08-26 | $17,240 | $17,044 | $196 | $196 | |
| 1748.104 MFS EMERGING MKTS DEBT FD-R6 | 2025-08-26 | $21,607 | $20,722 | $885 | $885 | ||
| 5919.046 PGIM HIGH YIELD FUND | 2024-10-08 | 2025-08-26 | $28,944 | $28,707 | $237 | $237 | |
| 4237.732 PGIM HIGH YIELD FUND | 2025-08-26 | $20,723 | $20,495 | $228 | $228 | ||
| 2.655 TOUCHSTONE SANDS EM GR-R6 | 2025-03-11 | 2025-08-26 | $44 | $39 | $5 | $5 | |
| 109.828 TOUCHSTONE SANDS EM GR-R6 | 2022-08-05 | 2025-08-26 | $1,823 | $1,543 | $280 | $280 | |
| 8810.478 ALLSPRING CORE BOND FUND | 2025-08-26 | $97,884 | $96,795 | $1,089 | $1,089 | ||
| 2. WISDOMTREE U.S. QUALITY DIVI | 2023-09-26 | 2025-08-26 | $174 | $127 | $47 | $47 | |
| 54.573 LONGLEAF PARTNERS FDS TR | 2025-03-11 | 2025-09-03 | $981 | $846 | $135 | $135 | |
| 2543.684 LONGLEAF PARTNERS FDS TR | 2025-09-03 | $45,710 | $34,675 | $11,035 | $11,035 | ||
| 498. AVANTIS US LARGE CAP VALUE | 2025-03-11 | 2025-09-23 | $36,138 | $32,197 | $3,941 | $3,941 | |
| 204.334 SEAFARER OVERSEAS GROWTH & | 2025-03-11 | 2025-09-23 | $2,936 | $2,442 | $494 | $494 | |
| 4082.696 SEAFARER OVERSEAS GROWTH & | 2022-08-05 | 2025-09-23 | $58,668 | $48,584 | $10,084 | $10,084 | |
| 1608.137 WCM FOCUSED INTL GROWTH-INS | 2018-09-07 | 2025-09-23 | $44,304 | $25,955 | $18,349 | $18,349 | |
| 1896. ISHARES MSCI INTL QUALITY | 2025-09-23 | $83,753 | $68,072 | $15,681 | $15,681 | ||
| 943. WISDOMTREE U.S. QUALITY DIVI | 2023-09-26 | 2025-09-23 | $84,364 | $60,056 | $24,308 | $24,308 | |
| CAPITAL GAIN DIVIDENDS | $13,261 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,261 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,261 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,261 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,261 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,261 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,261 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,261 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,261 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,261 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,261 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,261 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,261 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,261 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,261 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,261 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,261 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,261 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,261 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,261 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,261 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,261 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,261 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,261 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,261 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,261 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,261 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,261 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,261 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,261 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,261 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,261 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,261 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,261 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,261 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,261 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,261 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,261 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,261 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,261 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,261 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,261 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,261 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,261 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,261 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,261 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,261 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,261 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,261 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $117,022 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,130 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,130 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,130 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,263 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,263 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $867 | 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 | KY | 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 | 4127622758 | 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 | $27,245 | 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 | $2,270,304 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $41,399 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,311,703 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,311,703 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $34,676 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,277,027 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $113,851 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $113,851 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,130 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,130 | TotalTaxAmt |
| Distributable Before Adj | $111,721 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $111,721 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $111,721 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $103,169 | 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 | $103,169 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $111,721 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $75,625 | 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 | $103,169 | QualifyingDistributionsAmt |
| Applied To Year1 | $75,625 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $27,544 | 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 | $84,177 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIV OF LOUISVILLE FOUNDATION | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 215 CENTRAL AVENUE SUITE 304 | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40208 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusCd |
| Grant Or Contribution Purpose | GENERAL SUPPORT | GrantOrContributionPurposeTxt |
| Amt | $97,720 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $97,720 | 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 | $59,284 | 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 | $117,022 | 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 | $176,306 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $176,306 | 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 |
|---|---|---|---|
| 256210105 DODGE & COX INCOME F | AT COST | $193,139 | $202,504 |
| 461418444 WCM FOCUSED INTL GRO | AT COST | $31,579 | $48,680 |
| 74256W584 PRINCIPAL MIDCAP FUN | AT COST | $14,773 | $37,431 |
| 74440Y884 PGIM HIGH YIELD FUND | |||
| 97717X669 WISDOMTREE U.S. QUAL | |||
| 00171A852 AMG RR SM CAP VAL-I | AT COST | $25,600 | $26,660 |
| 00770X675 PZENA EMERG MKTS VAL | AT COST | $44,568 | $60,478 |
| 317609295 SEAFARER OVERSEAS GR | |||
| 413838566 OAKMARK INTL SM CAP- | |||
| 464287200 ISHARES CORE S&P 500 | AT COST | $546,253 | $929,464 |
| 543069405 LONGLEAF PARTNERS FD | |||
| 552746364 MFS EMERGING MKTS DE | |||
| 557492485 MADISON MID CAP FUND | |||
| 89154M702 TOUCHSTONE SANDS EM | AT COST | $49,715 | $58,885 |
| 25434V807 DIMENSIONAL INTERNAT | AT COST | $93,281 | $116,916 |
| 258620566 DOUBLELINE TOTAL RET | |||
| 46429B267 ISHARES U S TREASURY | AT COST | $131,199 | $131,726 |
| 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 | $27,045 | $29,423 |
| 589619824 MERIDIAN SMALL CAP G | AT COST | $28,546 | $27,899 |
| 025072349 AVANTIS US LARGE CAP | AT COST | $37,563 | $44,022 |
| 02631W607 AMER FND MULTI-SEC I | AT COST | $105,873 | $105,873 |
| 092528603 ISHARES FLEXIBLE INC | AT COST | $72,964 | $72,559 |
| 37954Y632 GLOBAL X ART INTEL & | AT COST | $105,108 | $107,620 |
| 46138E800 INVESCO CHINA TECHNO | AT COST | $58,786 | $53,924 |
| 46435G326 ISHARES CORE MSCI DE | AT COST | $87,654 | $98,811 |
| 52107V229 LAZARD INTL QLTY GRW | AT COST | $54,022 | $51,005 |
| 74440B884 PRUDENTIAL TOTAL RET | AT COST | $166,566 | $167,925 |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MUTUAL FUND TIMING ADJ | Desc |
| Amt | $561 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $675 | $675 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $903 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $1,263 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $359 | $359 | $0 |
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