LOCKHART EASTMINSTER PSBY CH PGH: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- LOCKHART EASTMINSTER PSBY CH PGH (EIN 25-6021055)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-08
- IRS object ID
- 202621289349103977
- 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 Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-08T17:01:41-05:00 | 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 | 256021055 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOCKHARTEASTMINSTER PRESBY CH PGH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LOCK | BusinessNameControlTxt |
| Phone | 4122094730 | 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 | 4122094730 | PhoneNum |
| Signature | 2026-04-12 | 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 | 2026-04-12 | 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 | $7,995,390 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $194,927 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $194,483 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $441,536 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,973,216 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $441,536 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $3,523 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $639,986 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $636,019 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $49,623 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $39,699 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $9,925 | 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 Rev And Expnss | $585 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $585 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,538 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,998 | 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 | $55,746 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $42,697 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,510 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $288,906 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $288,906 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $344,652 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $42,697 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $299,416 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $295,334 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $593,322 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $371,360 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $348,070 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $348,070 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| US Government Obligations BOY | $200,608 | USGovernmentObligationsBOYAmt |
| Other Investments BOY | $5,775,120 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,293,507 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,647,320 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,347,088 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,641,577 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,995,390 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $6,347,088 | CapitalStockBOYAmt |
| Capital Stock EOY | $6,641,577 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,347,088 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,641,577 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,347,088 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,641,577 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,347,088 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $295,334 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,642,422 | SubtotalAmt |
| Other Decreases | $845 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,641,577 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (70 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 1975. ISHARES MSCI EAFE VALUE | 2024-04-05 | 2025-01-30 | $109,888 | $107,025 | $2,863 | $2,863 | |
| 950. ISHARES MSCI USA QUALITY FACTOR | 2023-03-15 | 2025-01-30 | $175,693 | $111,766 | $63,927 | $63,927 | |
| 1705. ISHARES MSCI INTL QUALITY | 2024-04-05 | 2025-01-30 | $67,092 | $66,700 | $392 | $392 | |
| 4854.458 ARTISAN INTL SM/MID-INST | 2024-08-21 | 2025-04-07 | $76,118 | $90,390 | -$14,272 | -$14,272 | |
| 698.644 AMG RR SM CAP VAL-I | 2024-08-06 | 2025-04-16 | $10,242 | $10,752 | -$510 | -$510 | |
| 1122.024 AMG RR SM CAP VAL-I | 2025-01-30 | 2025-04-16 | $16,449 | $18,850 | -$2,401 | -$2,401 | |
| 570.335 BARON SMALL CAP FUND | 2024-11-05 | 2025-04-16 | $16,015 | $21,279 | -$5,264 | -$5,264 | |
| 4385.735 OAKMARK INTL SM CAP-R6 | 2024-08-21 | 2025-04-16 | $82,934 | $90,390 | -$7,456 | -$7,456 | |
| 1130. ISHARES RUSSELL MID-CAP GROWTH | 2024-12-17 | 2025-04-16 | $125,850 | $149,490 | -$23,640 | -$23,640 | |
| 4185.523 T ROWE PR MID-CAP VALUE-I | 2023-08-31 | 2025-04-16 | $116,776 | $130,965 | -$14,189 | -$14,189 | |
| 7203.747 TOUCHSTONE SANDS EM GR-R6 | 2020-05-12 | 2025-07-21 | $117,565 | $94,225 | $23,340 | $23,340 | |
| 3865. ISHARES MSCI INTL QUALITY | 2023-05-15 | 2025-08-04 | $161,905 | $140,107 | $21,798 | $21,798 | |
| 98.806 PRINCIPAL MIDCAP FUND-R6 | 2024-12-12 | 2025-08-04 | $4,747 | $4,649 | $98 | $98 | |
| 917.243 PRINCIPAL MIDCAP FUND-R6 | 2025-04-16 | 2025-08-04 | $44,064 | $38,992 | $5,072 | $5,072 | |
| 900. WISDOMTREE U.S. QUALITY DIVI | 2020-09-15 | 2025-08-04 | $76,621 | $54,777 | $21,844 | $21,844 | |
| 3693.011 BARON SMALL CAP FUND | 2024-11-05 | 2025-08-12 | $122,313 | $137,071 | -$14,758 | -$14,758 | |
| 22158.574 BAIRD AGGREGATE BOND FUND | 2024-11-05 | 2025-09-16 | $222,472 | $216,728 | $5,744 | $5,744 | |
| 35510.148 BAIRD AGGREGATE BOND FUND | 2014-12-22 | 2025-09-16 | $356,522 | $374,061 | -$17,539 | -$17,539 | |
| 2705.828 DODGE & COX INCOME FUND | 2012-11-19 | 2025-09-16 | $35,284 | $37,610 | -$2,326 | -$2,326 | |
| 1669.908 DOUBLELINE TOTAL RETURN BOND | 2025-01-30 | 2025-09-16 | $15,012 | $14,595 | $417 | $417 | |
| 15384.358 DOUBLELINE TOTAL RETURN BOND | 2024-08-06 | 2025-09-16 | $138,305 | $137,690 | $615 | $615 | |
| 6556.302 MFS EMERGING MKTS DEBT FD-R6 | 2024-11-05 | 2025-09-16 | $82,347 | $79,069 | $3,278 | $3,278 | |
| 5469.836 MFS EMERGING MKTS DEBT FD-R6 | 2020-06-18 | 2025-09-16 | $68,701 | $73,095 | -$4,394 | -$4,394 | |
| 9902.996 TCW METROPOLITAN WEST | 2023-05-15 | 2025-09-16 | $104,080 | $103,090 | $990 | $990 | |
| 1469.567 PRINCIPAL MIDCAP FUND-R6 | 2025-04-16 | 2025-09-16 | $70,260 | $62,471 | $7,789 | $7,789 | |
| 22101.021 VANGUARD TOTAL BD MKT INDX 584 | 2013-12-24 | 2025-09-16 | $217,474 | $226,384 | -$8,910 | -$8,910 | |
| 905. WISDOMTREE U.S. QUALITY DIVI | 2020-09-11 | 2025-09-16 | $80,298 | $45,241 | $35,057 | $35,057 | |
| 1770. WISDOMTREE U.S. QUALITY DIVI | 2020-09-11 | 2025-09-23 | $157,971 | $87,102 | $70,869 | $70,869 | |
| 10555.645 SEAFARER OVERSEAS GROWTH & | 2019-02-15 | 2025-09-25 | $149,573 | $120,023 | $29,550 | $29,550 | |
| 650. ISHARES CORE S&P 500 | 2022-11-07 | 2025-10-17 | $433,772 | $247,845 | $185,927 | $185,927 | |
| 50. ISHARES RUSSELL 2000 GROWTH | 2025-08-12 | 2025-10-17 | $16,199 | $14,791 | $1,408 | $1,408 | |
| 1120. ISHARES CORE MSCI EAFE ETF | 2025-04-07 | 2025-10-17 | $98,650 | $76,486 | $22,164 | $22,164 | |
| 1040. ISHARES CORE MSCI EAFE ETF | 2025-08-04 | 2025-10-17 | $91,603 | $86,018 | $5,585 | $5,585 | |
| 1457.371 PRINCIPAL MIDCAP FUND-R6 | 2025-04-16 | 2025-10-17 | $66,631 | $61,953 | $4,678 | $4,678 | |
| 200000. USA TREASURY NOTES | 2022-11-30 | 2025-11-15 | $200,000 | $200,000 | |||
| CAPITAL GAIN DIVIDENDS | $43,790 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43,790 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43,790 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43,790 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43,790 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43,790 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43,790 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43,790 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43,790 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43,790 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43,790 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43,790 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43,790 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43,790 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43,790 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43,790 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43,790 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43,790 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43,790 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43,790 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43,790 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43,790 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43,790 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43,790 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43,790 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43,790 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43,790 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43,790 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43,790 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43,790 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43,790 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43,790 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43,790 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43,790 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43,790 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $441,536 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,247 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,247 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,247 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,080 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $5,080 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $3,167 | 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 | 4122094730 | 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 | $49,623 | 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 | $7,346,829 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $232,910 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,579,739 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,579,739 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $113,696 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,466,043 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $373,302 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $373,302 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,247 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,247 | TotalTaxAmt |
| Distributable Before Adj | $365,055 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $365,055 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $365,055 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $299,416 | 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 | $299,416 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $365,055 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $225,601 | 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 | $299,416 | QualifyingDistributionsAmt |
| Applied To Year1 | $225,601 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $73,815 | 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 | $291,240 | 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 | EASTMINSTER PRESBY CHURCH | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 N HIGHLAND MALL | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15206 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusCd |
| Grant Or Contribution Purpose | GENERAL SUPPORT | GrantOrContributionPurposeTxt |
| Amt | $288,906 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $288,906 | 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 | $194,927 | 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 | $441,536 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $3,523 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $639,986 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $639,986 | 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 Govt Obligations Sch InvestmentsGovtObligationsSch
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (34 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 256210105 DODGE & COX INCOME F | AT COST | $545,325 | $541,425 |
| 317609295 SEAFARER OVERSEAS GR | |||
| 461418444 WCM FOCUSED INTL GRO | AT COST | $283,328 | $361,851 |
| 552746364 MFS EMERGING MKTS DE | |||
| 921937603 VANGUARD TOTAL BD MK | |||
| 74256W584 PRINCIPAL MIDCAP FUN | AT COST | $101,594 | $156,354 |
| 97717X669 WISDOMTREE U.S. QUAL | |||
| 057071854 BAIRD AGGREGATE BOND | |||
| 00770X675 PZENA EMERG MKTS VAL | AT COST | $111,248 | $164,612 |
| 464287200 ISHARES CORE S&P 500 | AT COST | $2,183,692 | $3,237,026 |
| 464288877 ISHARES MSCI EAFE VA | |||
| 89154M702 TOUCHSTONE SANDS EM | |||
| 00171A852 AMG RR SM CAP VAL-I | AT COST | $103,683 | $107,108 |
| 25434V807 DIMENSIONAL INTERNAT | AT COST | $317,730 | $427,893 |
| 413838566 OAKMARK INTL SM CAP- | |||
| 46432F339 ISHARES MSCI USA QUA | |||
| 46434V456 ISHARES MSCI INTL QU | |||
| 592905749 TCW METROPOLITAN WES | |||
| 77957Y403 T ROWE PR MID-CAP VA | |||
| 04314H576 ARTISAN INTL SM/MID- | |||
| 068278803 BARON SMALL CAP FUND | |||
| 258620566 DOUBLELINE TOTAL RET | |||
| 464287481 ISHARES RUSSELL MID- | |||
| 72201F490 PIMCO INCOME FUND | AT COST | $230,030 | $236,472 |
| 02631W607 AMER FND MULTI-SEC I | AT COST | $235,470 | $233,015 |
| 092528603 ISHARES FLEXIBLE INC | AT COST | $235,379 | $232,716 |
| 37954Y632 GLOBAL X ART INTEL & | AT COST | $352,266 | $354,494 |
| 411512460 HARBOR MID CAP VALUE | AT COST | $118,050 | $114,345 |
| 46138E800 INVESCO CHINA TECHNO | AT COST | $164,136 | $147,160 |
| 464287648 ISHARES RUSSELL 2000 | AT COST | $106,499 | $116,284 |
| 46429B267 ISHARES U S TREASURY | AT COST | $275,363 | $272,846 |
| 46434G103 ISHARES CORE MSCI EM | AT COST | $145,596 | $156,623 |
| 46435G326 ISHARES CORE MSCI DE | AT COST | $313,178 | $319,610 |
| 74440B884 PRUDENTIAL TOTAL RET | AT COST | $470,940 | $467,486 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES - PRINCIPAL (ALLOCA | CategoryTxt |
| Legal Fees | $585 | LegalFeesAmt |
| Disbursements Charitable Prps | $585 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| MUTUAL FUND TIMING ADJ | $815 |
| ROC ON CY SALES | $16 |
| ROUNDING | $14 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Revenue And Expenses Per Books | $3,523 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $2,081 | $2,081 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $2,540 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $917 | $917 | $0 |
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