FRANCES R MCCREDY TRUST 3 65588: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- FRANCES R MCCREDY TRUST 3 65588 (EIN 23-6476840)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-08
- IRS object ID
- 202621289349102802
- 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 | 2026-05-08T14:01:37-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 920460586 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PWC US TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 GRANT STREET 45TH FLOOR | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 236476840 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANCES R MCCREDY 3 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MCCR | BusinessNameControlTxt |
| Phone | 4124423927 | 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 | 4124423927 | 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) |
|---|---|---|
| Organization4947a1 Trtd PF | Yes (X) | Organization4947a1TrtdPFInd |
| FMV Assets EOY | $4,272,725 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $106,830 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $106,436 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $185,074 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,645,220 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $185,074 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $291,904 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $291,510 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $30,681 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $24,545 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $6,136 | 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 | $5,327 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,807 | 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 | $36,008 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $26,352 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,136 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $183,105 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $183,105 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $219,113 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $26,352 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $189,241 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $72,791 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $265,158 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -$22 | CashBOYAmt |
| Cash EOY | -$1 | CashEOYAmt |
| Cash EOYFMV | -$1 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $207,421 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $114,803 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $114,803 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $3,270,523 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,437,100 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,157,923 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,477,922 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,551,902 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,272,725 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,477,922 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,551,902 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,477,922 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,551,902 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,477,922 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,551,902 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,477,922 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $72,791 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,196 | OtherIncreasesAmt |
| Subtotal | $3,551,909 | SubtotalAmt |
| Other Decreases | $7 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,551,902 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (94 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 1156.703 AMG RR SM CAP VAL-I | 2024-06-11 | 2025-03-11 | $17,744 | $17,860 | -$116 | -$116 | |
| 2429.179 ARTISAN INTL SM/MID-INST | 2024-08-20 | 2025-03-11 | $42,462 | $45,183 | -$2,721 | -$2,721 | |
| 139.689 ARTISAN INTL SM/MID-INST | 2024-09-27 | 2025-03-11 | $2,442 | $2,665 | -$223 | -$223 | |
| 123.827 BAIRD MIDCAP INST | 2024-06-11 | 2025-03-11 | $2,639 | $2,938 | -$299 | -$299 | |
| 116.325 BLACKROCK TOTAL RETURN-I | 2024-08-26 | 2025-03-11 | $1,147 | $1,180 | -$33 | -$33 | |
| 121. DIMENSIONAL INTERNATIONAL VA | 2023-11-14 | 2025-03-11 | $4,734 | $3,956 | $778 | $778 | |
| 340.69 DODGE & COX INCOME FUND | 2022-06-23 | 2025-03-11 | $4,320 | $4,296 | $24 | $24 | |
| 401.861 DOUBLELINE TOTAL RETURN BOND | 2023-05-25 | 2025-03-11 | $3,556 | $3,544 | $12 | $12 | |
| 242.451 HARBOR MID CAP VALUE | 2024-06-11 | 2025-03-11 | $6,052 | $6,122 | -$70 | -$70 | |
| 111.536 OAKMARK INTL SM CAP-R6 | 2024-09-27 | 2025-03-11 | $2,193 | $2,385 | -$192 | -$192 | |
| 2182.311 OAKMARK INTL SM CAP-R6 | 2019-04-04 | 2025-03-11 | $42,904 | $30,936 | $11,968 | $11,968 | |
| 9. ISHARES CORE S&P 500 | 2022-03-01 | 2025-03-11 | $5,072 | $3,905 | $1,167 | $1,167 | |
| 90. ISHARES U S TREASURY BOND | 2023-05-25 | 2025-03-11 | $2,061 | $2,068 | -$7 | -$7 | |
| 65.54 MFS EMERGING MKTS DEBT FD-R6 | 2019-04-04 | 2025-03-11 | $791 | $942 | -$151 | -$151 | |
| 1236.769 MERIDIAN SMALL CAP GROW-INSTL | 2024-06-11 | 2025-03-11 | $15,089 | $15,831 | -$742 | -$742 | |
| 272.794 PGIM HIGH YIELD FUND | 2019-04-04 | 2025-03-11 | $1,309 | $1,481 | -$172 | -$172 | |
| 46.404 TOUCHSTONE MID CAP-R6 | 2024-09-27 | 2025-03-11 | $2,431 | $2,689 | -$258 | -$258 | |
| 1299.054 TOUCHSTONE MID CAP-R6 | 2022-03-01 | 2025-03-11 | $68,044 | $57,559 | $10,485 | $10,485 | |
| 212.034 ALLSPRING CORE BOND FUND | 2023-05-25 | 2025-03-11 | $2,343 | $2,330 | $13 | $13 | |
| 34. WISDOMTREE U.S. QUALITY DIVI | 2023-09-26 | 2025-03-11 | $2,699 | $2,165 | $534 | $534 | |
| 237.442 PZENA EMERG MKTS VALUE-INST | 2022-09-15 | 2025-08-26 | $3,474 | $2,493 | $981 | $981 | |
| 22797.207 BLACKROCK TOTAL RETURN-I | 2024-08-26 | 2025-08-26 | $226,832 | $231,266 | -$4,434 | -$4,434 | |
| 109. DIMENSIONAL INTERNATIONAL VA | 2023-11-14 | 2025-08-26 | $4,959 | $3,563 | $1,396 | $1,396 | |
| 1088.659 DOUBLELINE TOTAL RETURN BOND | 2024-08-26 | 2025-08-26 | $9,678 | $9,886 | -$208 | -$208 | |
| 11619.243 DOUBLELINE TOTAL RETURN BOND | 2023-05-25 | 2025-08-26 | $103,295 | $101,784 | $1,511 | $1,511 | |
| 387.429 SEAFARER OVERSEAS GROWTH & | 2019-04-04 | 2025-08-26 | $5,366 | $4,725 | $641 | $641 | |
| 369.501 WCM FOCUSED INTL GROWTH-INS | 2018-09-26 | 2025-08-26 | $9,814 | $6,167 | $3,647 | $3,647 | |
| 118. ISHARES CORE S&P 500 | 2022-03-01 | 2025-08-26 | $76,200 | $46,697 | $29,503 | $29,503 | |
| 308.233 LONGLEAF PARTNERS FDS TR | 2021-03-24 | 2025-08-26 | $5,539 | $5,708 | -$169 | -$169 | |
| 2491.009 MFS EMERGING MKTS DEBT FD-R6 | 2024-08-26 | 2025-08-26 | $30,789 | $30,485 | $304 | $304 | |
| 2953.687 MFS EMERGING MKTS DEBT FD-R6 | 2019-04-04 | 2025-08-26 | $36,508 | $39,550 | -$3,042 | -$3,042 | |
| 10505.884 PGIM HIGH YIELD FUND | 2024-09-27 | 2025-08-26 | $51,374 | $50,979 | $395 | $395 | |
| 7089.526 PGIM HIGH YIELD FUND | 2019-04-04 | 2025-08-26 | $34,668 | $36,584 | -$1,916 | -$1,916 | |
| 115.394 TOUCHSTONE SANDS EM GR-R6 | 2019-04-04 | 2025-08-26 | $1,916 | $1,541 | $375 | $375 | |
| 1101.759 ALLSPRING CORE BOND FUND | 2024-09-27 | 2025-08-26 | $12,241 | $12,538 | -$297 | -$297 | |
| 14161.347 ALLSPRING CORE BOND FUND | 2023-05-25 | 2025-08-26 | $157,333 | $155,561 | $1,772 | $1,772 | |
| 6.585 LONGLEAF PARTNERS FDS TR | 2024-09-27 | 2025-09-03 | $118 | $117 | $1 | $1 | |
| 413.861 LONGLEAF PARTNERS FDS TR | 2025-03-11 | 2025-09-03 | $7,437 | $6,419 | $1,018 | $1,018 | |
| 4110.337 LONGLEAF PARTNERS FDS TR | 2021-03-24 | 2025-09-03 | $73,863 | $71,375 | $2,488 | $2,488 | |
| 852. AVANTIS US LARGE CAP VALUE | 2025-03-11 | 2025-09-23 | $61,826 | $55,084 | $6,742 | $6,742 | |
| 764.357 SEAFARER OVERSEAS GROWTH & | 2024-09-27 | 2025-09-23 | $10,984 | $9,494 | $1,490 | $1,490 | |
| 6711.27 SEAFARER OVERSEAS GROWTH & | 2021-03-24 | 2025-09-23 | $96,441 | $96,015 | $426 | $426 | |
| 2783.455 WCM FOCUSED INTL GROWTH-INS | 2018-09-26 | 2025-09-23 | $76,684 | $47,253 | $29,431 | $29,431 | |
| 161. ISHARES MSCI INTL QUALITY | 2024-09-27 | 2025-09-23 | $7,112 | $6,695 | $417 | $417 | |
| 3124. ISHARES MSCI INTL QUALITY | 2023-04-19 | 2025-09-23 | $137,999 | $111,582 | $26,417 | $26,417 | |
| 115. WISDOMTREE U.S. QUALITY DIVI | 2024-09-27 | 2025-09-23 | $10,288 | $9,556 | $732 | $732 | |
| 1523. WISDOMTREE U.S. QUALITY DIVI | 2023-09-26 | 2025-09-23 | $136,253 | $96,994 | $39,259 | $39,259 | |
| CAPITAL GAIN DIVIDENDS | $26,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $26,197 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $185,074 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,686 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,686 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,686 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,189 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,189 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,497 | 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 | 4124423927 | 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) |
|---|---|---|
| NECT Filing In Lieu OF Form1041 | Yes (X) | NECTFilingInLieuOFForm1041Ind |
| 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 | $30,681 | 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 | $3,937,966 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $140,206 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,078,172 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,078,172 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $61,173 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,016,999 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $200,850 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $200,850 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,686 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,686 | TotalTaxAmt |
| Distributable Before Adj | $197,164 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $197,164 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $197,164 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $189,241 | 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 | $189,241 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $197,164 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $183,105 | 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 | $189,241 | QualifyingDistributionsAmt |
| Applied To Year1 | $183,105 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,136 | 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 | $191,028 | 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 | DOYLESTOWN HEALTH FOUNDATION | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 595 WEST STATE STREET | AddressLine1Txt |
| City | DOYLESTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusCd |
| Grant Or Contribution Purpose | GENERAL SUPPORT | GrantOrContributionPurposeTxt |
| Amt | $183,105 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $183,105 | 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 | $106,830 | 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 | $185,074 | 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 | $291,904 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $291,904 | 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 | $71,257 | $85,404 |
| 464287200 ISHARES CORE S&P 500 | AT COST | $998,926 | $1,621,938 |
| 552746364 MFS EMERGING MKTS DE | |||
| 09252M883 BLACKROCK TOTAL RETU | |||
| 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 | $80,058 | $106,104 |
| 256210105 DODGE & COX INCOME F | AT COST | $345,259 | $355,267 |
| 89154M702 TOUCHSTONE SANDS EM | AT COST | $110,486 | $103,307 |
| 89155T490 TOUCHSTONE MID CAP-R | |||
| 25434V807 DIMENSIONAL INTERNAT | AT COST | $163,941 | $205,089 |
| 258620566 DOUBLELINE TOTAL RET | |||
| 46429B267 ISHARES U S TREASURY | AT COST | $230,187 | $231,102 |
| 46434V456 ISHARES MSCI INTL QU | |||
| 94987W794 ALLSPRING CORE BOND | |||
| 00171A852 AMG RR SM CAP VAL-I | AT COST | $48,849 | $47,326 |
| 04314H576 ARTISAN INTL SM/MID- | |||
| 057071813 BAIRD MIDCAP INST | AT COST | $65,931 | $52,978 |
| 411512460 HARBOR MID CAP VALUE | AT COST | $56,428 | $61,165 |
| 589619824 MERIDIAN SMALL CAP G | AT COST | $49,617 | $48,332 |
| 025072349 AVANTIS US LARGE CAP | AT COST | $65,881 | $77,210 |
| 02631W607 AMER FND MULTI-SEC I | AT COST | $184,618 | $184,618 |
| 092528603 ISHARES FLEXIBLE INC | AT COST | $129,169 | $128,442 |
| 37954Y632 GLOBAL X ART INTEL & | AT COST | $192,930 | $197,540 |
| 46138E800 INVESCO CHINA TECHNO | AT COST | $103,174 | $94,640 |
| 46435G326 ISHARES CORE MSCI DE | AT COST | $153,375 | $173,373 |
| 52107V229 LAZARD INTL QLTY GRW | AT COST | $94,775 | $89,484 |
| 74440B884 PRUDENTIAL TOTAL RET | AT COST | $292,239 | $294,604 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $7 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MUTUAL FUND TIMING ADJ | Desc |
| Amt | $1,196 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,179 | $1,179 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $1,331 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $2,189 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $628 | $628 | $0 |
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