AMELIA MILES FOUNDATION 26988-6 NECT: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- AMELIA MILES FOUNDATION 26988-6 NECT (EIN 25-6092021)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-08
- IRS object ID
- 202631289349102748
- 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 Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-08T17:01:37-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 920460586 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PWC US TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 GRANT STREET 45TH FLOOR | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 256092021 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMELIA MILES FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MILE | BusinessNameControlTxt |
| Phone | 4122094802 | 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 | 4122094802 | PhoneNum |
| Signature | 2026-04-07 | 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 | 2026-04-07 | 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) |
|---|---|---|
| Organization4947a1 Trtd PF | Yes (X) | Organization4947a1TrtdPFInd |
| FMV Assets EOY | $2,475,440 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $61,250 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $61,022 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $117,420 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,038,030 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $117,420 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $178,670 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $178,442 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $27,604 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $22,083 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $5,521 | 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 | $6,824 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $6,824 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,005 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,038 | 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 |
| Other Expenses Rev And Expnss | $25 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $25 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $37,458 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $23,146 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,345 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $98,681 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $98,681 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $136,139 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $23,146 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $111,026 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $42,531 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $155,296 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $65,292 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $79,082 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $79,082 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $1,861,028 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,890,115 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,396,358 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,926,320 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,969,197 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,475,440 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,926,320 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,969,197 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,926,320 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,969,197 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,926,320 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,969,197 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,926,320 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $42,531 | ExcessRevenueOverExpensesAmt |
| Other Increases | $481 | OtherIncreasesAmt |
| Subtotal | $1,969,332 | SubtotalAmt |
| Other Decreases | $135 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,969,197 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (114 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 703.997 AMG RR SM CAP VAL-I | 2024-06-11 | 2025-03-11 | $10,799 | $10,870 | -$71 | -$71 | |
| 1550.639 ARTISAN INTL SM/MID-INST | 2024-08-20 | 2025-03-11 | $27,105 | $28,842 | -$1,737 | -$1,737 | |
| 76.768 BAIRD MIDCAP INST | 2024-06-11 | 2025-03-11 | $1,636 | $1,822 | -$186 | -$186 | |
| 93. DIMENSIONAL INTERNATIONAL VA | 2023-11-14 | 2025-03-11 | $3,638 | $3,040 | $598 | $598 | |
| 241.872 DODGE & COX INCOME FUND | 2024-10-08 | 2025-03-11 | $3,067 | $3,094 | -$27 | -$27 | |
| 73.329 DODGE & COX INCOME FUND | 2022-06-23 | 2025-03-11 | $930 | $944 | -$14 | -$14 | |
| 89.579 DOUBLELINE TOTAL RETURN BOND | 2024-08-26 | 2025-03-11 | $793 | $808 | -$15 | -$15 | |
| 492.205 DOUBLELINE TOTAL RETURN BOND | 2023-05-25 | 2025-03-11 | $4,356 | $4,350 | $6 | $6 | |
| 216.806 HARBOR MID CAP VALUE | 2024-06-11 | 2025-03-11 | $5,411 | $5,474 | -$63 | -$63 | |
| 1420.06 OAKMARK INTL SM CAP-R6 | 2019-07-19 | 2025-03-11 | $27,918 | $19,679 | $8,239 | $8,239 | |
| 13. ISHARES CORE S&P 500 | 2024-11-19 | 2025-03-11 | $7,327 | $7,686 | -$359 | -$359 | |
| 77. ISHARES MSCI INTL QUALITY | 2023-04-19 | 2025-03-11 | $3,083 | $2,792 | $291 | $291 | |
| 90.103 MFS EMERGING MKTS DEBT FD-R6 | 2018-06-26 | 2025-03-11 | $1,088 | $1,263 | -$175 | -$175 | |
| 740.835 MERIDIAN SMALL CAP GROW-INSTL | 2024-06-11 | 2025-03-11 | $9,038 | $9,483 | -$445 | -$445 | |
| 243.031 PGIM HIGH YIELD FUND | 2018-06-29 | 2025-03-11 | $1,167 | $1,310 | -$143 | -$143 | |
| 843.326 TOUCHSTONE MID CAP-R6 | 2022-03-01 | 2025-03-11 | $44,173 | $37,745 | $6,428 | $6,428 | |
| 196.136 ALLSPRING CORE BOND FUND | 2023-05-25 | 2025-03-11 | $2,167 | $2,156 | $11 | $11 | |
| 20. WISDOMTREE U.S. QUALITY DIVI | 2024-11-19 | 2025-03-11 | $1,588 | $1,663 | -$75 | -$75 | |
| 7. WISDOMTREE U.S. QUALITY DIVI | 2023-09-26 | 2025-03-11 | $556 | $446 | $110 | $110 | |
| 33. DIMENSIONAL INTERNATIONAL VA | 2023-11-14 | 2025-05-07 | $1,337 | $1,079 | $258 | $258 | |
| 317.332 SEAFARER OVERSEAS GROWTH & | 2021-11-09 | 2025-05-07 | $4,040 | $4,316 | -$276 | -$276 | |
| 72.398 WCM FOCUSED INTL GROWTH-INS | 2025-03-11 | 2025-05-07 | $1,785 | $1,664 | $121 | $121 | |
| 228.764 WCM FOCUSED INTL GROWTH-INS | 2022-06-23 | 2025-05-07 | $5,641 | $4,275 | $1,366 | $1,366 | |
| 98. ISHARES MSCI INTL QUALITY | 2023-04-19 | 2025-05-07 | $4,107 | $3,530 | $577 | $577 | |
| 42. ISHARES CORE MSCI DEV MKTS | 2025-03-11 | 2025-05-07 | $3,049 | $2,894 | $155 | $155 | |
| 130.842 LONGLEAF PARTNERS FDS TR | 2021-03-24 | 2025-05-07 | $2,116 | $2,423 | -$307 | -$307 | |
| 13388.885 BLACKROCK TOTAL RETURN-I | 2024-08-26 | 2025-08-26 | $133,219 | $135,681 | -$2,462 | -$2,462 | |
| 110.423 BLACKROCK TOTAL RETURN-I | 2025-03-11 | 2025-08-26 | $1,099 | $1,089 | $10 | $10 | |
| 43. DIMENSIONAL INTERNATIONAL VA | 2023-11-14 | 2025-08-26 | $1,956 | $1,406 | $550 | $550 | |
| 7524.703 DOUBLELINE TOTAL RETURN BOND | 2023-05-25 | 2025-08-26 | $66,895 | $66,090 | $805 | $805 | |
| 82. ISHARES CORE S&P 500 | 2024-11-19 | 2025-08-26 | $52,953 | $48,479 | $4,474 | $4,474 | |
| 6. ISHARES CORE S&P 500 | 2023-03-06 | 2025-08-26 | $3,875 | $2,448 | $1,427 | $1,427 | |
| 81.199 LONGLEAF PARTNERS FDS TR | 2021-03-24 | 2025-08-26 | $1,459 | $1,504 | -$45 | -$45 | |
| 1572.489 MFS EMERGING MKTS DEBT FD-R6 | 2024-08-26 | 2025-08-26 | $19,436 | $19,216 | $220 | $220 | |
| 1651.468 MFS EMERGING MKTS DEBT FD-R6 | 2018-06-26 | 2025-08-26 | $20,412 | $21,173 | -$761 | -$761 | |
| 6399.806 PGIM HIGH YIELD FUND | 2024-10-08 | 2025-08-26 | $31,295 | $31,039 | $256 | $256 | |
| 4018.926 PGIM HIGH YIELD FUND | 2018-06-29 | 2025-08-26 | $19,653 | $20,304 | -$651 | -$651 | |
| 9037.711 ALLSPRING CORE BOND FUND | 2023-05-25 | 2025-08-26 | $100,409 | $99,272 | $1,137 | $1,137 | |
| 7. WISDOMTREE U.S. QUALITY DIVI | 2023-09-26 | 2025-08-26 | $610 | $446 | $164 | $164 | |
| 278.442 LONGLEAF PARTNERS FDS TR | 2025-03-11 | 2025-09-03 | $5,004 | $4,319 | $685 | $685 | |
| 2374.919 LONGLEAF PARTNERS FDS TR | 2021-03-24 | 2025-09-03 | $42,677 | $41,151 | $1,526 | $1,526 | |
| 219.026 PZENA EMERG MKTS VALUE-INST | 2025-03-11 | 2025-09-15 | $3,316 | $2,775 | $541 | $541 | |
| 20. AVANTIS US LARGE CAP VALUE | 2025-03-11 | 2025-09-15 | $1,440 | $1,293 | $147 | $147 | |
| 14. DIMENSIONAL INTERNATIONAL VA | 2025-09-03 | 2025-09-15 | $651 | $632 | $19 | $19 | |
| 248.394 DODGE & COX INCOME FUND | 2024-10-08 | 2025-09-15 | $3,239 | $3,177 | $62 | $62 | |
| 56.544 HARBOR MID CAP VALUE | 2024-06-11 | 2025-09-15 | $1,615 | $1,428 | $187 | $187 | |
| 29. ISHARES CORE S&P 500 | 2023-03-06 | 2025-09-15 | $19,235 | $11,831 | $7,404 | $7,404 | |
| 109.734 PRUDENTIAL TOTAL RETURN BOND | 2025-08-26 | 2025-09-15 | $1,345 | $1,325 | $20 | $20 | |
| 124.054 TOUCHSTONE SANDS EM GR-R6 | 2025-03-11 | 2025-09-15 | $2,137 | $1,825 | $312 | $312 | |
| 59.834 TOUCHSTONE SANDS EM GR-R6 | 2021-12-28 | 2025-09-15 | $1,031 | $1,166 | -$135 | -$135 | |
| 9. WISDOMTREE U.S. QUALITY DIVI | 2023-09-26 | 2025-09-15 | $797 | $573 | $224 | $224 | |
| 501. AVANTIS US LARGE CAP VALUE | 2025-03-11 | 2025-09-23 | $36,356 | $32,391 | $3,965 | $3,965 | |
| 517.498 SEAFARER OVERSEAS GROWTH & | 2025-03-11 | 2025-09-23 | $7,436 | $6,184 | $1,252 | $1,252 | |
| 3821.317 SEAFARER OVERSEAS GROWTH & | 2019-07-19 | 2025-09-23 | $54,912 | $44,377 | $10,535 | $10,535 | |
| 1622.364 WCM FOCUSED INTL GROWTH-INS | 2019-07-19 | 2025-09-23 | $44,696 | $28,688 | $16,008 | $16,008 | |
| 1847. ISHARES MSCI INTL QUALITY | 2023-04-19 | 2025-09-23 | $81,589 | $66,153 | $15,436 | $15,436 | |
| 953. WISDOMTREE U.S. QUALITY DIVI | 2023-09-26 | 2025-09-23 | $85,259 | $60,693 | $24,566 | $24,566 | |
| CAPITAL GAIN DIVIDENDS | $15,140 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,140 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,140 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,140 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,140 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,140 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,140 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,140 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,140 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,140 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,140 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,140 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,140 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,140 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,140 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,140 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,140 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,140 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,140 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,140 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,140 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,140 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,140 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,140 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,140 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,140 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,140 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,140 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,140 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,140 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,140 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,140 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,140 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,140 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,140 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,140 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,140 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,140 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,140 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,140 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,140 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,140 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,140 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,140 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,140 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,140 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,140 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,140 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,140 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,140 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,140 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,140 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,140 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,140 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,140 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,140 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,140 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $117,420 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,159 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,159 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,159 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,177 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,177 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $982 | 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 | SEE FOOTNOTES | 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 | 4122094802 | 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 | $27,604 | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,307,483 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $59,904 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,367,387 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,367,387 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $35,511 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,331,876 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $116,594 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $116,594 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,159 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,159 | TotalTaxAmt |
| Distributable Before Adj | $114,435 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $114,435 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $114,435 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $111,026 | 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 | $111,026 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $114,435 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $98,681 | 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 | $111,026 | QualifyingDistributionsAmt |
| Applied To Year1 | $98,681 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $12,345 | 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 | $102,090 | 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 CHARITABLE TRUST GRANT REVIEW C | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | THE TOWER AT PNC PLAZA 300 FIFTH A | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4122094802 | RecipientPhoneNum |
| Form And Info And Materials | SEE FOOTNOTE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE FOOTNOTE | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE FOOTNOTE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| PENNSYLVANIA HUMANITIES COUNCIL | |||||||
| 230 S BROAD ST STE 403 | PHILADELPHIA | PA | 191024108 | NONE | PC | GENERAL SUPPORT | $31,681 |
| HARRISBURG AREA COMM COLLEGE | |||||||
| ONE HACC DRIVE | HARRISBURG | PA | 171102903 | NONE | PC | GENERAL SUPPORT | $12,500 |
| SEWICKLEY ACADEMY | |||||||
| 315 ACADEMY AVE | SEWICKLEY | PA | 151431213 | NONE | PC | GENERAL SUPPORT | $22,000 |
| BIG BROTHERS BIG SISTERS | |||||||
| 5989 CENTRE STREET | PITTSBURGH | PA | 15206 | NONE | PC | GENERAL SUPPORT | $12,500 |
| COMPUTER REACH | |||||||
| 7800 SUSQUEHANNA ST STE 106 | PITTSBURGH | PA | 152082151 | NONE | PC | GENERAL SUPPORT | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $98,681 | 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 | $61,250 | 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 | $117,420 | 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 | $178,670 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $178,670 | 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 | $34,809 | $49,222 |
| 464287200 ISHARES CORE S&P 500 | AT COST | $501,610 | $928,094 |
| 552746364 MFS EMERGING MKTS DE | |||
| 74440Y884 PGIM HIGH YIELD FUND | |||
| 97717X669 WISDOMTREE U.S. QUAL | |||
| 413838566 OAKMARK INTL SM CAP- | |||
| 543069405 LONGLEAF PARTNERS FD | |||
| 00770X675 PZENA EMERG MKTS VAL | AT COST | $44,776 | $61,152 |
| 256210105 DODGE & COX INCOME F | AT COST | $198,673 | $204,756 |
| 89154M702 TOUCHSTONE SANDS EM | AT COST | $48,758 | $59,543 |
| 89155T490 TOUCHSTONE MID CAP-R | |||
| 25434V807 DIMENSIONAL INTERNAT | AT COST | $94,176 | $118,213 |
| 258620566 DOUBLELINE TOTAL RET | |||
| 46429B267 ISHARES U S TREASURY | AT COST | $132,585 | $133,085 |
| 46434V456 ISHARES MSCI INTL QU | |||
| 94987W794 ALLSPRING CORE BOND | |||
| 00171A852 AMG RR SM CAP VAL-I | AT COST | $27,895 | $27,191 |
| 04314H576 ARTISAN INTL SM/MID- | |||
| 057071813 BAIRD MIDCAP INST | AT COST | $38,035 | $30,530 |
| 09252M883 BLACKROCK TOTAL RETU | |||
| 411512460 HARBOR MID CAP VALUE | AT COST | $31,863 | $34,664 |
| 589619824 MERIDIAN SMALL CAP G | AT COST | $29,282 | $28,619 |
| 025072349 AVANTIS US LARGE CAP | AT COST | $37,951 | $44,477 |
| 02631W607 AMER FND MULTI-SEC I | AT COST | $107,969 | $107,969 |
| 092528603 ISHARES FLEXIBLE INC | AT COST | $72,851 | $72,453 |
| 37954Y632 GLOBAL X ART INTEL & | AT COST | $117,775 | $120,589 |
| 46138E800 INVESCO CHINA TECHNO | AT COST | $59,467 | $54,548 |
| 46435G326 ISHARES CORE MSCI DE | AT COST | $88,596 | $99,883 |
| 52107V229 LAZARD INTL QLTY GRW | AT COST | $54,623 | $51,574 |
| 74440B884 PRUDENTIAL TOTAL RET | AT COST | $168,421 | $169,796 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WASH SALE ADJ | Desc |
| Amt | $135 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION FILING FEES | Desc |
| Revenue And Expenses Per Books | $25 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $25 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| MUTUAL FUND TIMING ADJ | $480 |
| ROUNDING | $1 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GRANTMAKING FEES | CategoryTxt |
| Amt | $6,824 | Amt |
| Disbursements Charitable Prps | $6,824 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $677 | $677 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $790 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $1,177 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $361 | $361 | $0 |
Comments