MAURICE H AND JEANNE H RYMAN FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- MAURICE H AND JEANNE H RYMAN FOUNDATION (EIN 25-6761157)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-08
- IRS object ID
- 202621289349103952
- 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 | 2026-05-08T17:01:39-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 920460586 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PWC US TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 GRANT STREET 45TH FLOOR | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 256761157 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | M H & J H RYMAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MAUR | BusinessNameControlTxt |
| Phone | 4122583051 | 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 | 4122583051 | PhoneNum |
| Signature | 2026-03-31 | 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 | 2026-03-31 | 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 | $3,542,920 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $87,784 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $87,462 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $143,030 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,429,083 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $143,030 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $230,814 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $230,492 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $36,862 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $29,490 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $7,372 | 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 | $4,510 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,482 | 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 | $41,372 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $30,972 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,372 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $148,933 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $148,933 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $190,305 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $30,972 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $156,305 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $40,509 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $199,520 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $142,871 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $143,820 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $143,820 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $2,638,317 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,678,620 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,399,100 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,781,188 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,822,440 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,542,920 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,781,188 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,822,440 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,781,188 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,822,440 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,781,188 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,822,440 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,781,188 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $40,509 | ExcessRevenueOverExpensesAmt |
| Other Increases | $748 | OtherIncreasesAmt |
| Subtotal | $2,822,445 | SubtotalAmt |
| Other Decreases | $5 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,822,440 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (96 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 908.342 AMG RR SM CAP VAL-I | 2024-06-11 | 2025-03-11 | $13,934 | $14,025 | -$91 | -$91 | |
| 2183.924 ARTISAN INTL SM/MID-INST | 2024-08-20 | 2025-03-11 | $38,175 | $40,621 | -$2,446 | -$2,446 | |
| 121. DIMENSIONAL INTERNATIONAL VA | 2023-11-14 | 2025-03-11 | $4,734 | $3,956 | $778 | $778 | |
| 308.659 DODGE & COX INCOME FUND | 2024-10-08 | 2025-03-11 | $3,914 | $3,948 | -$34 | -$34 | |
| 46.297 DOUBLELINE TOTAL RETURN BOND | 2024-08-26 | 2025-03-11 | $410 | $418 | -$8 | -$8 | |
| 908.531 DOUBLELINE TOTAL RETURN BOND | 2023-06-15 | 2025-03-11 | $8,041 | $8,068 | -$27 | -$27 | |
| 879.596 HARBOR MID CAP VALUE | 2024-06-11 | 2025-03-11 | $21,955 | $22,210 | -$255 | -$255 | |
| 1963.535 OAKMARK INTL SM CAP-R6 | 2018-12-27 | 2025-03-11 | $38,603 | $26,531 | $12,072 | $12,072 | |
| 136. ISHARES MSCI INTL QUALITY | 2023-06-15 | 2025-03-11 | $5,446 | $4,908 | $538 | $538 | |
| 40.769 MFS EMERGING MKTS DEBT FD-R6 | 2021-01-22 | 2025-03-11 | $492 | $621 | -$129 | -$129 | |
| 3381.556 MADISON MID CAP FUND-R6 | 2018-12-27 | 2025-03-11 | $54,274 | $34,960 | $19,314 | $19,314 | |
| 964.438 MERIDIAN SMALL CAP GROW-INSTL | 2024-06-11 | 2025-03-11 | $11,766 | $12,345 | -$579 | -$579 | |
| 40.354 PRINCIPAL MIDCAP FUND-R6 | 2019-05-29 | 2025-03-11 | $1,740 | $1,119 | $621 | $621 | |
| 218.36 PGIM HIGH YIELD FUND | 2019-02-01 | 2025-03-11 | $1,048 | $1,162 | -$114 | -$114 | |
| 168.81 ALLSPRING CORE BOND FUND | 2023-05-25 | 2025-03-11 | $1,865 | $1,855 | $10 | $10 | |
| 25. WISDOMTREE U.S. QUALITY DIVI | 2024-11-19 | 2025-03-11 | $1,985 | $2,079 | -$94 | -$94 | |
| 49. DIMENSIONAL INTERNATIONAL VA | 2023-11-14 | 2025-06-20 | $2,084 | $1,602 | $482 | $482 | |
| 646.458 WCM FOCUSED INTL GROWTH-INS | 2021-01-22 | 2025-06-20 | $16,853 | $16,685 | $168 | $168 | |
| 95. ISHARES CORE S&P 500 | 2024-11-19 | 2025-06-20 | $56,899 | $56,164 | $735 | $735 | |
| 88. ISHARES MSCI INTL QUALITY | 2023-06-15 | 2025-06-20 | $3,696 | $3,176 | $520 | $520 | |
| 54. ISHARES CORE MSCI DEV MKTS | 2025-03-11 | 2025-06-20 | $3,979 | $3,721 | $258 | $258 | |
| 112.541 LONGLEAF PARTNERS FDS TR | 2021-03-24 | 2025-06-20 | $1,883 | $2,084 | -$201 | -$201 | |
| 2. WISDOMTREE U.S. QUALITY DIVI | 2024-11-19 | 2025-06-20 | $164 | $166 | -$2 | -$2 | |
| 319.957 PZENA EMERG MKTS VALUE-INST | 2025-03-11 | 2025-08-26 | $4,681 | $4,054 | $627 | $627 | |
| 18593.671 BLACKROCK TOTAL RETURN-I | 2024-08-26 | 2025-08-26 | $185,007 | $188,468 | -$3,461 | -$3,461 | |
| 516.237 BLACKROCK TOTAL RETURN-I | 2025-03-11 | 2025-08-26 | $5,137 | $5,090 | $47 | $47 | |
| 81. DIMENSIONAL INTERNATIONAL VA | 2023-11-14 | 2025-08-26 | $3,685 | $2,648 | $1,037 | $1,037 | |
| 10651.321 DOUBLELINE TOTAL RETURN BOND | 2023-05-25 | 2025-08-26 | $94,690 | $93,911 | $779 | $779 | |
| 484.272 SEAFARER OVERSEAS GROWTH & | 2021-03-24 | 2025-08-26 | $6,707 | $7,014 | -$307 | -$307 | |
| 39. ISHARES CORE S&P 500 | 2024-11-19 | 2025-08-26 | $25,185 | $23,057 | $2,128 | $2,128 | |
| 17. ISHARES CORE S&P 500 | 2023-03-06 | 2025-08-26 | $10,978 | $6,936 | $4,042 | $4,042 | |
| 242.486 LONGLEAF PARTNERS FDS TR | 2021-03-24 | 2025-08-26 | $4,357 | $4,491 | -$134 | -$134 | |
| 2116.229 MFS EMERGING MKTS DEBT FD-R6 | 2024-08-26 | 2025-08-26 | $26,157 | $25,860 | $297 | $297 | |
| 2447.326 MFS EMERGING MKTS DEBT FD-R6 | 2021-01-22 | 2025-08-26 | $30,249 | $36,351 | -$6,102 | -$6,102 | |
| 8825.272 PGIM HIGH YIELD FUND | 2024-10-08 | 2025-08-26 | $43,156 | $42,803 | $353 | $353 | |
| 5922.587 PGIM HIGH YIELD FUND | 2019-02-01 | 2025-08-26 | $28,961 | $31,508 | -$2,547 | -$2,547 | |
| 223.994 TOUCHSTONE SANDS EM GR-R6 | 2021-12-28 | 2025-08-26 | $3,718 | $4,366 | -$648 | -$648 | |
| 12793.004 ALLSPRING CORE BOND FUND | 2023-05-25 | 2025-08-26 | $142,130 | $140,534 | $1,596 | $1,596 | |
| 26. WISDOMTREE U.S. QUALITY DIVI | 2023-09-26 | 2025-08-26 | $2,264 | $1,656 | $608 | $608 | |
| 416.596 LONGLEAF PARTNERS FDS TR | 2025-03-11 | 2025-09-03 | $7,486 | $6,461 | $1,025 | $1,025 | |
| 3284.451 LONGLEAF PARTNERS FDS TR | 2021-03-24 | 2025-09-03 | $59,022 | $59,583 | -$561 | -$561 | |
| 735. AVANTIS US LARGE CAP VALUE | 2025-03-11 | 2025-09-23 | $53,336 | $47,520 | $5,816 | $5,816 | |
| 764.279 SEAFARER OVERSEAS GROWTH & | 2025-03-11 | 2025-09-23 | $10,983 | $9,133 | $1,850 | $1,850 | |
| 5342.314 SEAFARER OVERSEAS GROWTH & | 2018-08-30 | 2025-09-23 | $76,769 | $61,814 | $14,955 | $14,955 | |
| 137.314 WCM FOCUSED INTL GROWTH-INS | 2025-03-11 | 2025-09-23 | $3,783 | $3,155 | $628 | $628 | |
| 1935.121 WCM FOCUSED INTL GROWTH-INS | 2019-05-29 | 2025-09-23 | $53,313 | $40,225 | $13,088 | $13,088 | |
| 2665. ISHARES MSCI INTL QUALITY | 2023-04-19 | 2025-09-23 | $117,723 | $95,763 | $21,960 | $21,960 | |
| 1344. WISDOMTREE U.S. QUALITY DIVI | 2023-09-26 | 2025-09-23 | $120,239 | $85,594 | $34,645 | $34,645 | |
| CAPITAL GAIN DIVIDENDS | $19,145 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19,145 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19,145 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19,145 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19,145 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19,145 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19,145 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19,145 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19,145 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19,145 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19,145 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19,145 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19,145 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19,145 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19,145 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19,145 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19,145 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19,145 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19,145 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19,145 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19,145 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19,145 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19,145 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19,145 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19,145 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19,145 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19,145 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19,145 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19,145 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19,145 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19,145 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19,145 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19,145 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19,145 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19,145 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19,145 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19,145 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19,145 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19,145 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19,145 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19,145 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19,145 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19,145 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19,145 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19,145 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19,145 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19,145 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19,145 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $143,030 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,773 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,773 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,773 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,802 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,802 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $971 | 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 | 4122583051 | 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 | $36,862 | 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 | $3,254,841 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $119,173 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,374,014 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,374,014 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $50,610 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,323,404 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $166,170 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $166,170 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,773 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,773 | TotalTaxAmt |
| Distributable Before Adj | $163,397 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $163,397 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $163,397 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $156,305 | 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 | $156,305 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $163,397 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $148,933 | 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 | $156,305 | QualifyingDistributionsAmt |
| Applied To Year1 | $148,933 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,372 | 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 | $156,025 | 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 (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| SOC FOR PREV OF CRUELTY ANIMALS | |||||||
| 350 EAST ERIE AVENUE | PHILADELPHIA | PA | 191341013 | NONE | PC | GENERAL SUPPORT | $40,957 |
| ST JAMES EPISCOPAL CHURCH | |||||||
| 6838 WOODLAND AVE | PHILADELPHIA | PA | 191421822 | NONE | PC | GENERAL SUPPORT | $14,893 |
| SALEM UNITED CHURCH OF CHRIST | |||||||
| 117 CORNER ROAD | GILBERT | PA | 183317701 | NONE | PC | GENERAL SUPPORT | $14,893 |
| SALEM ST PAUL'S CHURCH | |||||||
| PO BOX 168 | KRESGEVILLE | PA | 183330168 | NONE | PC | GENERAL SUPPORT | $14,893 |
| JERUSALEM UNITED CHURCH OF CHRIST | |||||||
| 545 CHURCH DR | PALMERTON | PA | 180713643 | NONE | PC | GENERAL SUPPORT | $22,340 |
| ANIMAL WELFARE SOCIETY OF MONROE | |||||||
| 3129 GODFREY RIDGE DRIVE | STROUDSBURG | PA | 18360 | NONE | PC | GENERAL SUPPORT | $40,957 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $148,933 | 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 | $87,784 | 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 | $143,030 | 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 | $230,814 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $230,814 | 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 | $43,070 | $69,766 |
| 464287200 ISHARES CORE S&P 500 | AT COST | $760,983 | $1,323,989 |
| 557492485 MADISON MID CAP FUND | |||
| 74256W584 PRINCIPAL MIDCAP FUN | AT COST | $33,262 | $54,350 |
| 74440Y884 PGIM HIGH YIELD FUND | |||
| 97717X669 WISDOMTREE U.S. QUAL | |||
| 413838566 OAKMARK INTL SM CAP- | |||
| 543069405 LONGLEAF PARTNERS FD | |||
| 552746364 MFS EMERGING MKTS DE | |||
| 00171A852 AMG RR SM CAP VAL-I | AT COST | $36,567 | $38,489 |
| 00770X675 PZENA EMERG MKTS VAL | AT COST | $64,296 | $86,676 |
| 256210105 DODGE & COX INCOME F | AT COST | $276,858 | $290,215 |
| 89154M702 TOUCHSTONE SANDS EM | AT COST | $68,285 | $84,392 |
| 25434V807 DIMENSIONAL INTERNAT | AT COST | $133,833 | $167,564 |
| 258620566 DOUBLELINE TOTAL RET | |||
| 46429B267 ISHARES U S TREASURY | AT COST | $186,020 | $186,549 |
| 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 | $39,270 | $42,722 |
| 589619824 MERIDIAN SMALL CAP G | AT COST | $41,450 | $40,511 |
| 025072349 AVANTIS US LARGE CAP | AT COST | $53,856 | $63,116 |
| 02631W607 AMER FND MULTI-SEC I | AT COST | $150,808 | $150,808 |
| 092528603 ISHARES FLEXIBLE INC | AT COST | $105,500 | $104,907 |
| 37954Y632 GLOBAL X ART INTEL & | AT COST | $158,556 | $162,345 |
| 46138E800 INVESCO CHINA TECHNO | AT COST | $84,296 | $77,324 |
| 46435G326 ISHARES CORE MSCI DE | AT COST | $125,561 | $141,618 |
| 52107V229 LAZARD INTL QLTY GRW | AT COST | $77,421 | $73,099 |
| 74440B884 PRUDENTIAL TOTAL RET | AT COST | $238,728 | $240,660 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $5 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MUTUAL FUND TIMING ADJ | Desc |
| Amt | $748 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $967 | $967 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $1,226 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $1,802 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $515 | $515 | $0 |
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