LAURA SMEDLEY 340270: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- LAURA SMEDLEY 340270 (EIN 25-6031332)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-08
- IRS object ID
- 202621289349103117
- Schema version
- 2025v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Investments Other Schedule2
- Other Decreases Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-08T15:01:40-05:00 | 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 | 256031332 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAURA M SMEDLEY TUW | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SMED | BusinessNameControlTxt |
| Phone | 4124421522 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 FIRST AVE P7-PFSC-03-Z | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PNC BANK N A | PersonNm |
| Person Title | TAX MANAGER | PersonTitleTxt |
| Phone | 4124421522 | PhoneNum |
| Signature | 2026-03-28 | 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 | $4,195,530 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $105,257 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $104,866 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $106,313 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,727,455 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $106,313 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $211,570 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $211,179 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $32,948 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $26,358 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $6,590 | 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 | $11,497 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $11,497 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,213 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,791 | 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 | $48,658 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $28,149 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $18,087 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $167,793 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $167,793 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $216,451 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $28,149 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $185,880 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,881 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $183,030 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $146,387 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $130,966 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $130,966 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $3,294,409 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,305,847 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,064,564 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,440,796 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,436,813 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,195,530 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,440,796 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,436,813 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,440,796 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,436,813 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,440,796 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,436,813 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,440,796 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,881 | ExcessRevenueOverExpensesAmt |
| Other Increases | $916 | OtherIncreasesAmt |
| Subtotal | $3,436,831 | SubtotalAmt |
| Other Decreases | $18 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,436,813 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (100 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 1181.311 AMG RR SM CAP VAL-I | 2024-06-11 | 2025-03-11 | $18,121 | $18,239 | -$118 | -$118 | |
| 2617.919 ARTISAN INTL SM/MID-INST | 2024-08-20 | 2025-03-11 | $45,761 | $48,693 | -$2,932 | -$2,932 | |
| 149. DIMENSIONAL INTERNATIONAL VA | 2023-11-14 | 2025-03-11 | $5,829 | $4,874 | $955 | $955 | |
| 355.046 DODGE & COX INCOME FUND | 2024-10-08 | 2025-03-11 | $4,502 | $4,541 | -$39 | -$39 | |
| 50.103 DOUBLELINE TOTAL RETURN BOND | 2024-08-26 | 2025-03-11 | $443 | $452 | -$9 | -$9 | |
| 1342.195 DOUBLELINE TOTAL RETURN BOND | 2023-05-25 | 2025-03-11 | $11,878 | $11,838 | $40 | $40 | |
| 939.979 HARBOR MID CAP VALUE | 2024-06-11 | 2025-03-11 | $23,462 | $23,734 | -$272 | -$272 | |
| 2378.257 OAKMARK INTL SM CAP-R6 | 2021-05-06 | 2025-03-11 | $46,757 | $47,342 | -$585 | -$585 | |
| 76. ISHARES MSCI INTL QUALITY | 2023-04-19 | 2025-03-11 | $3,043 | $2,738 | $305 | $305 | |
| 148.359 MFS EMERGING MKTS DEBT FD-R6 | 2021-05-06 | 2025-03-11 | $1,791 | $2,205 | -$414 | -$414 | |
| 3957.063 MADISON MID CAP FUND-R6 | 2021-05-06 | 2025-03-11 | $63,511 | $55,953 | $7,558 | $7,558 | |
| 1269.56 MERIDIAN SMALL CAP GROW-INSTL | 2024-06-11 | 2025-03-11 | $15,489 | $16,250 | -$761 | -$761 | |
| .047 PRINCIPAL MIDCAP FUND-R6 | 2021-05-06 | 2025-03-11 | $2 | $2 | |||
| 248.552 PGIM HIGH YIELD FUND | 2021-05-06 | 2025-03-11 | $1,193 | $1,384 | -$191 | -$191 | |
| 191.143 ALLSPRING CORE BOND FUND | 2023-05-25 | 2025-03-11 | $2,112 | $2,101 | $11 | $11 | |
| 22. WISDOMTREE U.S. QUALITY DIVI | 2024-11-19 | 2025-03-11 | $1,747 | $1,829 | -$82 | -$82 | |
| 6. WISDOMTREE U.S. QUALITY DIVI | 2023-09-26 | 2025-03-11 | $476 | $382 | $94 | $94 | |
| 248.007 PZENA EMERG MKTS VALUE-INST | 2025-03-11 | 2025-08-26 | $3,628 | $3,142 | $486 | $486 | |
| 21839.13 BLACKROCK TOTAL RETURN-I | 2024-08-26 | 2025-08-26 | $217,299 | $221,415 | -$4,116 | -$4,116 | |
| 863.456 BLACKROCK TOTAL RETURN-I | 2025-03-11 | 2025-08-26 | $8,591 | $8,514 | $77 | $77 | |
| 113. DIMENSIONAL INTERNATIONAL VA | 2023-11-14 | 2025-08-26 | $5,141 | $3,697 | $1,444 | $1,444 | |
| 12653.214 DOUBLELINE TOTAL RETURN BOND | 2023-05-25 | 2025-08-26 | $112,487 | $111,442 | $1,045 | $1,045 | |
| 402.204 SEAFARER OVERSEAS GROWTH & | 2021-05-10 | 2025-08-26 | $5,571 | $6,218 | -$647 | -$647 | |
| 381.783 WCM FOCUSED INTL GROWTH-INS | 2021-05-06 | 2025-08-26 | $10,140 | $9,957 | $183 | $183 | |
| 124. ISHARES CORE S&P 500 | 2024-11-19 | 2025-08-26 | $80,075 | $73,309 | $6,766 | $6,766 | |
| 40. ISHARES CORE MSCI DEV MKTS | 2025-03-11 | 2025-08-26 | $3,135 | $2,757 | $378 | $378 | |
| 316.661 LONGLEAF PARTNERS FDS TR | 2021-05-10 | 2025-08-26 | $5,690 | $6,026 | -$336 | -$336 | |
| 2542.731 MFS EMERGING MKTS DEBT FD-R6 | 2024-08-26 | 2025-08-26 | $31,428 | $31,072 | $356 | $356 | |
| 2878.534 MFS EMERGING MKTS DEBT FD-R6 | 2021-05-06 | 2025-08-26 | $35,579 | $42,127 | -$6,548 | -$6,548 | |
| 10338.167 PGIM HIGH YIELD FUND | 2024-10-08 | 2025-08-26 | $50,554 | $50,140 | $414 | $414 | |
| 7181.521 PGIM HIGH YIELD FUND | 2021-05-06 | 2025-08-26 | $35,118 | $39,917 | -$4,799 | -$4,799 | |
| 76.053 TOUCHSTONE SANDS EM GR-R6 | 2021-05-10 | 2025-08-26 | $1,262 | $1,614 | -$352 | -$352 | |
| 15197.421 ALLSPRING CORE BOND FUND | 2023-05-25 | 2025-08-26 | $168,843 | $166,873 | $1,970 | $1,970 | |
| 377.902 LONGLEAF PARTNERS FDS TR | 2025-03-11 | 2025-09-03 | $6,791 | $5,861 | $930 | $930 | |
| 4123.541 LONGLEAF PARTNERS FDS TR | 2021-05-06 | 2025-09-03 | $74,100 | $76,641 | -$2,541 | -$2,541 | |
| 850. AVANTIS US LARGE CAP VALUE | 2025-03-11 | 2025-09-23 | $61,681 | $54,955 | $6,726 | $6,726 | |
| 689.41 SEAFARER OVERSEAS GROWTH & | 2025-03-11 | 2025-09-23 | $9,907 | $8,238 | $1,669 | $1,669 | |
| 6737.808 SEAFARER OVERSEAS GROWTH & | 2021-05-06 | 2025-09-23 | $96,822 | $100,330 | -$3,508 | -$3,508 | |
| 2764.714 WCM FOCUSED INTL GROWTH-INS | 2021-05-06 | 2025-09-23 | $76,168 | $71,685 | $4,483 | $4,483 | |
| 3271. ISHARES MSCI INTL QUALITY | 2023-04-19 | 2025-09-23 | $144,492 | $117,374 | $27,118 | $27,118 | |
| 1631. WISDOMTREE U.S. QUALITY DIVI | 2023-09-26 | 2025-09-23 | $145,915 | $103,872 | $42,043 | $42,043 | |
| 73. ISHARES FLEXIBLE INCOME | 2025-09-23 | 2025-11-18 | $3,868 | $3,892 | -$24 | -$24 | |
| 159. DIMENSIONAL INTERNATIONAL VA | 2025-09-23 | 2025-11-18 | $7,397 | $7,370 | $27 | $27 | |
| 261.429 DODGE & COX INCOME FUND | 2025-09-23 | 2025-11-18 | $3,375 | $3,396 | -$21 | -$21 | |
| 448.895 DODGE & COX INCOME FUND | 2024-10-08 | 2025-11-18 | $5,795 | $5,741 | $54 | $54 | |
| 36. ISHARES CORE S&P 500 | 2024-11-19 | 2025-11-18 | $23,862 | $21,256 | $2,606 | $2,606 | |
| 14. ISHARES CORE S&P 500 | 2021-05-10 | 2025-11-18 | $9,280 | $5,932 | $3,348 | $3,348 | |
| 191. ISHARES U S TREASURY BOND | 2025-09-23 | 2025-11-18 | $4,418 | $4,417 | $1 | $1 | |
| 123. ISHARES U S TREASURY BOND | 2023-05-25 | 2025-11-18 | $2,845 | $2,826 | $19 | $19 | |
| 674.618 PRUDENTIAL TOTAL RETURN BOND | 2025-08-26 | 2025-11-18 | $8,224 | $8,193 | $31 | $31 | |
| CAPITAL GAIN DIVIDENDS | $23,119 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,119 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,119 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,119 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,119 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,119 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,119 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,119 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,119 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,119 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,119 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,119 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,119 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,119 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,119 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,119 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,119 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,119 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,119 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,119 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,119 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,119 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,119 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,119 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,119 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,119 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,119 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,119 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,119 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,119 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,119 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,119 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,119 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,119 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,119 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,119 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,119 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,119 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,119 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,119 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,119 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,119 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,119 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,119 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,119 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,119 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,119 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,119 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,119 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,119 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $106,313 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,544 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,544 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,544 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,595 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,595 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $949 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PNC BANK NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4124421522 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 FIRST AVE P7-PFSC-03-Z | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | 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 | $32,948 | 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 | $3,909,760 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $142,384 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,052,144 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,052,144 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $60,782 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,991,362 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $199,568 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $199,568 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,544 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,544 | TotalTaxAmt |
| Distributable Before Adj | $197,024 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $197,024 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $197,024 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $185,880 | 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 | $185,880 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $197,024 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $167,793 | 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 | $185,880 | QualifyingDistributionsAmt |
| Applied To Year1 | $167,793 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $18,087 | 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 | $178,937 | 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 | 4124421522 | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| Shippenville United Methodist Church | ||||||||
| 123 MAIN ST | Shippenville | PA | 16254 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| SUGAR VALLEY LODGE | ||||||||
| 323 CAUSEWAY DRIVE | FRANKLIN | PA | 16323 | NONE | PC | RESIDENT NEEDS | $30,000 | |
| VENANGO TRAINING & DEVELOPMENT CENTER | ||||||||
| 239 QUAKER DR | SENECA | PA | 163462417 | NONE | PC | GENERAL SUPPORT | $45,280 | INC |
| VENANGO MUSEUM OF ART SCIENCE AND | ||||||||
| 270 SENECA STREET | OIL CITY | PA | 16301 | NONE | PC | GENERAL SUPPORT | $7,500 | AND INDUSTRY |
| Northwest Hospital Foundation | ||||||||
| 100 FAIRFIELD DR | PITTSBURGH | PA | 16346 | NONE | PC | GENERAL SUPPORT | $31,715 | |
| NATIONAL COUNCIL OF YOUNG MENS CHRISTIAN | ||||||||
| 101 NORTH WACKER DRIVE | CHICAGO | IL | 606061784 | NONE | PC | GENERAL SUPPORT | $51,298 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $167,793 | 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 | $105,257 | 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 | $106,313 | 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 | $211,570 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $211,570 | 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 | $327,532 | $343,912 |
| 317609295 SEAFARER OVERSEAS GR | |||
| 413838566 OAKMARK INTL SM CAP- | |||
| 461418444 WCM FOCUSED INTL GRO | AT COST | $81,823 | $84,869 |
| 464287200 ISHARES CORE S&P 500 | AT COST | $929,484 | $1,576,732 |
| 543069405 LONGLEAF PARTNERS FD | |||
| 552746364 MFS EMERGING MKTS DE | |||
| 557492485 MADISON MID CAP FUND | |||
| 74256W584 PRINCIPAL MIDCAP FUN | AT COST | $60,503 | $65,569 |
| 74440Y884 PGIM HIGH YIELD FUND | |||
| 97717X669 WISDOMTREE U.S. QUAL | |||
| 00171A852 AMG RR SM CAP VAL-I | AT COST | $44,989 | $47,186 |
| 00770X675 PZENA EMERG MKTS VAL | AT COST | $78,167 | $105,439 |
| 89154M702 TOUCHSTONE SANDS EM | AT COST | $112,504 | $102,657 |
| 25434V807 DIMENSIONAL INTERNAT | AT COST | $155,475 | $195,907 |
| 258620566 DOUBLELINE TOTAL RET | |||
| 46429B267 ISHARES U S TREASURY | AT COST | $221,715 | $222,422 |
| 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 | $46,650 | $50,752 |
| 589619824 MERIDIAN SMALL CAP G | AT COST | $49,240 | $48,124 |
| 025072349 AVANTIS US LARGE CAP | AT COST | $65,493 | $76,755 |
| 02631W607 AMER FND MULTI-SEC I | AT COST | $183,423 | $183,423 |
| 092528603 ISHARES FLEXIBLE INC | AT COST | $124,534 | $123,851 |
| 37954Y632 GLOBAL X ART INTEL & | AT COST | $192,533 | $197,133 |
| 46138E800 INVESCO CHINA TECHNO | AT COST | $102,550 | $94,068 |
| 46435G326 ISHARES CORE MSCI DE | AT COST | $152,846 | $172,301 |
| 52107V229 LAZARD INTL QLTY GRW | AT COST | $94,181 | $88,923 |
| 74440B884 PRUDENTIAL TOTAL RET | AT COST | $282,205 | $284,541 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ROC ON CY SALES | $11 |
| ROUNDING | $7 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MUTUAL FUND TIMING ADJ | Desc |
| Amt | $916 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GRANTMAKING FEES | CategoryTxt |
| Amt | $11,497 | Amt |
| Disbursements Charitable Prps | $11,497 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,167 | $1,167 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $827 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $1,595 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $624 | $624 | $0 |
Comments