PETERSON FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- PETERSON FAMILY FOUNDATION (EIN 25-6892846)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-06
- IRS object ID
- 202631269349100943
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-06T14:01:40-05:00 | 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 | 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 | 256892846 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PETERSON FAMILY FOUNDATION-TR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PETE | BusinessNameControlTxt |
| Phone | 4122341634 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 185 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152300185 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL STAGIS | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 4122341634 | PhoneNum |
| Signature | 2026-04-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL WALTMAN | PreparerPersonNm |
| PTIN | P01233408 | PTIN |
| Phone | 4123556000 | PhoneNum |
| Preparation | 2026-04-07 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,886,917 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $69,231 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $69,231 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $54,519 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,140,648 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $54,519 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $123,750 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $123,750 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $37,128 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $22,277 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $14,851 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,132 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,015 | 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 | $40,260 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $23,292 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $14,851 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $40,260 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $23,292 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $14,851 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $83,490 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $100,458 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $27,792 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $32,538 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $32,538 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $2,252,154 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,331,345 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,854,379 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,279,946 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,363,883 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,886,917 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,279,946 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,363,883 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,279,946 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,363,883 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,279,946 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,363,883 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,279,946 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $83,490 | ExcessRevenueOverExpensesAmt |
| Other Increases | $447 | OtherIncreasesAmt |
| Subtotal | $2,363,883 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,363,883 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (78 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 98.476 BNYM INTL STCK-Y | 2024-12-12 | 2025-01-29 | $2,309 | $2,285 | $24 | $24 | |
| 327.963 BNYM INTL STCK-Y | 2013-12-19 | 2025-01-29 | $7,691 | $5,462 | $2,229 | $2,229 | |
| 384.492 FIDELITY ADV INTL SM CAP-Z | 2023-12-21 | 2025-01-29 | $12,000 | $11,954 | $46 | $46 | |
| 68. ISHARES CORE MSCI EAFE ETF | 2024-08-27 | 2025-01-29 | $4,999 | $5,234 | -$235 | -$235 | |
| 627.867 CHAMPLAIN MID CAP FUND-INS | 2021-12-27 | 2025-02-21 | $15,000 | $18,133 | -$3,133 | -$3,133 | |
| 859.208 FIDELITY ADV INTL SM CAP-Z | 2023-12-21 | 2025-03-06 | $27,898 | $26,713 | $1,185 | $1,185 | |
| 38. ISHARES CORE MSCI EAFE ETF | 2024-08-27 | 2025-03-06 | $2,949 | $2,925 | $24 | $24 | |
| 950. ISHARES BARCLAYS AGGREGATE BOND FUND | 2024-05-23 | 2025-03-10 | $93,819 | $91,643 | $2,176 | $2,176 | |
| 7046. ISHARES BARCLAYS AGGREGATE BOND FUND | 2023-12-04 | 2025-03-10 | $695,844 | $680,154 | $15,690 | $15,690 | |
| 909.918 BNY MELLON BOND FUND-M | 2025-03-10 | 2025-03-21 | $10,000 | $10,009 | -$9 | -$9 | |
| 235.96 CAUSEWAY INTL VALUE FD INST | 2024-09-11 | 2025-03-21 | $5,000 | $4,986 | $14 | $14 | |
| 59. ISHARES CORE MSCI EAFE ETF | 2024-08-27 | 2025-03-21 | $4,580 | $4,541 | $39 | $39 | |
| 6. ISHARES CORE MSCI EAFE ETF | 2023-12-28 | 2025-03-21 | $466 | $422 | $44 | $44 | |
| 810.811 ARISTOTLE FLOATING RATE INCOME FUND | 2021-12-28 | 2025-04-04 | $7,500 | $7,914 | -$414 | -$414 | |
| 559.6693 H & W HIGH YIELD-Z | 2024-05-23 | 2025-04-04 | $5,742 | $5,888 | -$146 | -$146 | |
| 161.8464 H & W HIGH YIELD-Z | 2024-10-31 | 2025-04-04 | $1,661 | $1,717 | -$56 | -$56 | |
| 1130.3363 H & W HIGH YIELD-Z | 2021-12-27 | 2025-04-04 | $11,597 | $12,902 | -$1,305 | -$1,305 | |
| 1560.062 TCW EMERGING MARKETS INCOME FUND-I | 2020-12-21 | 2025-04-04 | $10,000 | $13,191 | -$3,191 | -$3,191 | |
| 1300.108 ARISTOTLE FLOATING RATE INCOME FUND | 2021-12-28 | 2025-04-10 | $12,000 | $12,689 | -$689 | -$689 | |
| 869.5368 H & W HIGH YIELD-Z | 2024-05-23 | 2025-04-10 | $8,869 | $9,069 | -$200 | -$200 | |
| 503.0122 H & W HIGH YIELD-Z | 2024-02-27 | 2025-04-10 | $5,131 | $5,232 | -$101 | -$101 | |
| 68. ISHARES CORE S&P 500 ETF | 2025-01-29 | 2025-05-30 | $40,303 | $40,426 | -$123 | -$123 | |
| 165.906 CHAMPLAIN MID CAP FUND-INS | 2021-12-27 | 2025-06-02 | $4,000 | $4,791 | -$791 | -$791 | |
| 145.719 J H III DISC MID CAP VAL-R6 | 2025-02-21 | 2025-06-02 | $4,000 | $4,007 | -$7 | -$7 | |
| 706.87 G Q G PART EMERG MKTS EQ-INST | 2024-11-20 | 2025-07-07 | $12,307 | $11,409 | $898 | $898 | |
| 441.895 G Q G PART EMERG MKTS EQ-INST | 2020-12-30 | 2025-07-07 | $7,693 | $7,763 | -$70 | -$70 | |
| 23.791 DFA EMERG MKTS CORE EQUITY | 2025-03-28 | 2025-07-07 | $626 | $613 | $13 | $13 | |
| 736.376 DFA EMERG MKTS CORE EQUITY | 2012-12-18 | 2025-07-07 | $19,374 | $15,084 | $4,290 | $4,290 | |
| 137.137 CALVERT SMALL CAP FUND-R6 | 2025-03-21 | 2025-07-28 | $5,000 | $4,820 | $180 | $180 | |
| 11.394 FULLERTHALER BEHAVIORAL SMALL-CAP | 2024-12-26 | 2025-07-28 | $541 | $527 | $14 | $14 | |
| 304.057 FULLERTHALER BEHAVIORAL SMALL-CAP | 2025-03-06 | 2025-07-28 | $14,446 | $13,000 | $1,446 | $1,446 | |
| .272 FULLERTHALER BEHAVIORAL SMALL-CAP | 2021-09-27 | 2025-07-28 | $13 | $10 | $3 | $3 | |
| 16. ISHARES CORE S&P 500 ETF | 2025-03-21 | 2025-07-28 | $10,250 | $9,061 | $1,189 | $1,189 | |
| 5.111 CALVERT SMALL CAP FUND-R6 | 2025-03-21 | 2025-11-11 | $177 | $180 | -$3 | -$3 | |
| 23.707 CALVERT SMALL CAP FUND-R6 | 2023-06-08 | 2025-11-11 | $823 | $761 | $62 | $62 | |
| 160.675 FULLERTHALER BEHAVIORAL SMALL-CAP | 2021-09-27 | 2025-11-11 | $8,000 | $6,109 | $1,891 | $1,891 | |
| 203.417 CAUSEWAY INTL VALUE FD INST | 2025-07-07 | 2025-11-11 | $5,000 | $4,569 | $431 | $431 | |
| 2156.334 BNY MELLON BOND FUND-M | 2025-03-10 | 2025-12-05 | $24,000 | $23,720 | $280 | $280 | |
| 75. ISHARES 1-3 YEAR TREASURY BOND ETF | 2025-04-04 | 2025-12-05 | $6,205 | $6,216 | -$11 | -$11 | |
| CAPITAL GAIN DIVIDENDS | $32,835 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,835 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,835 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,835 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,835 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,835 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,835 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,835 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,835 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,835 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,835 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,835 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,835 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,835 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,835 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,835 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,835 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,835 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,835 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,835 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,835 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,835 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,835 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,835 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,835 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,835 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,835 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,835 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,835 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,835 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,835 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,835 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,835 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,835 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,835 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,835 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,835 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,835 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,835 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $54,519 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,396 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,396 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,396 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,304 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,304 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $92 | 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 | BNY MELLON NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4122341634 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 185 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152300185 | 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| GREGORY D GERLACH | ||||||
| 1517 BRIMFIELD DRIVE | SEWICKLEY | PA | 15143 | CO-TRUSTEE | 1 | $7,500 |
| BNY MELLON N A | ||||||
| PO BOX 185 | PITTSBURGH | PA | 152300185 | TRUSTEE | 1 | $29,628 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,704,946 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $12,181 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,717,127 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,717,127 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $40,757 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,676,370 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $133,819 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $133,819 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,396 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,396 | TotalTaxAmt |
| Distributable Before Adj | $132,423 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $132,423 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $132,423 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $14,851 | 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 | $14,851 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $132,423 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | 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 | $11,215 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $11,215 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $14,851 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $14,851 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $11,215 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $11,215 | 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 | $106,357 | 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) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ANNETTE CALGARO | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 GRANT STREET SUITE 3825 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152300185 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4122341634 | RecipientPhoneNum |
| Form And Info And Materials | PROVIDED UPON INITIAL CONTACT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | PROVIDED UPON INITIAL CONTACT | SubmissionDeadlinesTxt |
| Restrictions On Awards | ANIMAL WELFARE ORGANIZATIONS OR ANIMAL WELFARE PROJECTS IN S | RestrictionsOnAwardsTxt |
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 | $69,231 | 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 | $54,519 | 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 | $123,750 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $123,750 | 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 (20 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 233203421 DFA EMERG MKTS CORE | AT COST | $31,715 | $51,119 |
| 00771X419 G Q G PART EMERG MKT | AT COST | $37,266 | $47,660 |
| 05587K857 BNYM INTL STCK-Y | AT COST | $62,319 | $77,666 |
| 87234N765 TCW EMERGING MARKETS | AT COST | $60,097 | $58,029 |
| 14064D873 FULLERTHALER BEHAVIO | AT COST | $30,586 | $64,107 |
| 00766Y513 CHAMPLAIN MID CAP FU | AT COST | $103,735 | $81,959 |
| 464287200 ISHARES CORE S&P 500 | AT COST | $755,348 | $1,161,658 |
| 44134R735 HOTCHKIS & WILEY HIG | |||
| 04045F592 ARISTOTLE FLOATING R | AT COST | $29,485 | $29,157 |
| 13161P862 CALVERT SMALL CAP FU | |||
| 31618H283 FIDELITY ADV INTL SM | |||
| 464287226 ISHARES BARCLAYS AGG | |||
| 46432F842 ISHARES CORE MSCI EA | AT COST | $136,137 | $180,262 |
| 47803W406 JOHN HANCOCK III-DIS | |||
| 14949P208 CAUSEWAY INTL VALUE | AT COST | $66,845 | $73,821 |
| 05569M830 BNY MELLON BOND FUND | AT COST | $861,671 | $871,703 |
| 13161P672 CALVERT SMALL CAP FU | AT COST | $24,594 | $23,600 |
| 44134R529 H & W HIGH YIELD-Z | AT COST | $26,367 | $27,750 |
| 464287457 ISHARES 1-3 YEAR TRE | AT COST | $29,753 | $29,732 |
| 47803W703 J H III DISC MID CAP | AT COST | $75,427 | $76,156 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| MUTUAL FUND TIMING ADJ | $445 |
| ROUNDING | $2 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $710 | $710 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $813 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $1,304 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $305 | $305 | $0 |
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