EDWARD C SHOMAN II CHARITABLE TRUST: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- EDWARD C SHOMAN II CHARITABLE TRUST (EIN 88-6509265)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-08
- IRS object ID
- 202631289349104203
- 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
- Schedule B
- Expln Of Non Filing With AG Stmt
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-08T17:01:39-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 920460586 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PWC US TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 GRANT STREET 45TH FLOOR | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 886509265 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDWARD C SHOMAN II CHAR TR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHOM | BusinessNameControlTxt |
| Phone | 4127626538 | 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 | 4127626538 | PhoneNum |
| Signature | 2026-04-20 | 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 | 2026-04-20 | 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 | $2,896,034 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $992,682 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $62,569 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $62,309 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $87,704 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,017,375 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $87,704 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $1,142,955 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $150,013 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $30,350 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $24,280 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $6,070 | 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 | $2,425 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,104 | 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 | $200 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $200 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $32,975 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,384 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,270 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $86,592 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $86,592 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $119,567 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,384 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $92,862 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,023,388 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $124,629 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $50,467 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $145,706 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $145,706 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $1,398,252 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,326,047 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,750,328 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,448,719 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,471,753 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,896,034 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,448,719 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,471,753 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,448,719 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,471,753 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,448,719 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,471,753 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,448,719 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,023,388 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4 | OtherIncreasesAmt |
| Subtotal | $2,472,111 | SubtotalAmt |
| Other Decreases | $358 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,471,753 | 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 |
|---|---|---|---|---|---|---|---|
| 481.554 AMG RR SM CAP VAL-I | 2024-06-11 | 2025-03-11 | $7,387 | $7,435 | -$48 | -$48 | |
| 1125.033 ARTISAN INTL SM/MID-INST | 2024-08-20 | 2025-03-11 | $19,666 | $20,926 | -$1,260 | -$1,260 | |
| 26. DIMENSIONAL INTERNATIONAL VA | 2025-03-11 | $1,017 | $870 | $147 | $147 | ||
| 792.134 DOUBLELINE TOTAL RETURN BOND | 2023-05-25 | 2025-03-11 | $7,010 | $6,987 | $23 | $23 | |
| 466.044 HARBOR MID CAP VALUE | 2024-06-11 | 2025-03-11 | $11,632 | $11,768 | -$136 | -$136 | |
| 3.431 OAKMARK INTL SM CAP-R6 | 2024-05-08 | 2025-03-11 | $67 | $68 | -$1 | -$1 | |
| 1017.968 OAKMARK INTL SM CAP-R6 | 2025-03-11 | $20,013 | $16,004 | $4,009 | $4,009 | ||
| 12. ISHARES CORE S&P 500 | 2024-11-19 | 2025-03-11 | $6,763 | $7,094 | -$331 | -$331 | |
| 21.373 MFS EMERGING MKTS DEBT FD-R6 | 2024-08-26 | 2025-03-11 | $258 | $261 | -$3 | -$3 | |
| 34.97 MADISON MID CAP FUND-R6 | 2024-05-08 | 2025-03-11 | $561 | $589 | -$28 | -$28 | |
| 1639.322 MADISON MID CAP FUND-R6 | 2025-03-11 | $26,311 | $21,182 | $5,129 | $5,129 | ||
| 511.483 MERIDIAN SMALL CAP GROW-INSTL | 2024-06-11 | 2025-03-11 | $6,240 | $6,547 | -$307 | -$307 | |
| 21.759 PRINCIPAL MIDCAP FUND-R6 | 2022-06-27 | 2025-03-11 | $938 | $686 | $252 | $252 | |
| 119.259 PGIM HIGH YIELD FUND | 2024-10-08 | 2025-03-11 | $572 | $578 | -$6 | -$6 | |
| 92.546 ALLSPRING CORE BOND FUND | 2023-05-25 | 2025-03-11 | $1,023 | $1,017 | $6 | $6 | |
| 14. WISDOMTREE U.S. QUALITY DIVI | 2024-11-19 | 2025-03-11 | $1,111 | $1,164 | -$53 | -$53 | |
| 7. WISDOMTREE U.S. QUALITY DIVI | 2023-09-26 | 2025-03-11 | $556 | $446 | $110 | $110 | |
| 16068.82 BLACKROCK TOTAL RETURN-I | 2025-08-26 | $159,885 | $161,517 | -$1,632 | -$1,632 | ||
| 3349.221 DOUBLELINE TOTAL RETURN BOND | 2025-06-30 | 2025-08-26 | $29,775 | $29,607 | $168 | $168 | |
| 5634.155 DOUBLELINE TOTAL RETURN BOND | 2025-08-26 | $50,088 | $49,015 | $1,073 | $1,073 | ||
| 26. ISHARES CORE S&P 500 | 2025-06-30 | 2025-08-26 | $16,790 | $16,107 | $683 | $683 | |
| 2460.997 MFS EMERGING MKTS DEBT FD-R6 | 2025-08-26 | $30,418 | $30,046 | $372 | $372 | ||
| 1346.651 MFS EMERGING MKTS DEBT FD-R6 | 2025-08-26 | $16,645 | $15,580 | $1,065 | $1,065 | ||
| 8886.778 PGIM HIGH YIELD FUND | 2025-08-26 | $43,456 | $43,101 | $355 | $355 | ||
| 3418.285 PGIM HIGH YIELD FUND | 2025-08-26 | $16,715 | $15,941 | $774 | $774 | ||
| 3999.976 ALLSPRING CORE BOND FUND | 2025-06-30 | 2025-08-26 | $44,440 | $44,360 | $80 | $80 | |
| 6767.027 ALLSPRING CORE BOND FUND | 2025-08-26 | $75,182 | $73,812 | $1,370 | $1,370 | ||
| 19. WISDOMTREE U.S. QUALITY DIVI | 2025-06-30 | 2025-08-26 | $1,655 | $1,588 | $67 | $67 | |
| 1101.128 LONGLEAF PARTNERS FDS TR | 2025-09-03 | $19,787 | $18,801 | $986 | $986 | ||
| 1936.666 LONGLEAF PARTNERS FDS TR | 2025-09-03 | $34,802 | $26,993 | $7,809 | $7,809 | ||
| 589. AVANTIS US LARGE CAP VALUE | 2025-09-23 | $42,741 | $39,612 | $3,129 | $3,129 | ||
| 1755.736 SEAFARER OVERSEAS GROWTH & | 2025-09-23 | $25,230 | $23,075 | $2,155 | $2,155 | ||
| 3205.259 SEAFARER OVERSEAS GROWTH & | 2025-09-23 | $46,060 | $38,273 | $7,787 | $7,787 | ||
| 1302.537 WCM FOCUSED INTL GROWTH-INS | 2025-09-23 | $35,885 | $34,156 | $1,729 | $1,729 | ||
| 317.131 WCM FOCUSED INTL GROWTH-INS | 2025-09-23 | $8,737 | $6,292 | $2,445 | $2,445 | ||
| 714. ISHARES MSCI INTL QUALITY | 2025-09-23 | $31,540 | $30,700 | $840 | $840 | ||
| 1440. ISHARES MSCI INTL QUALITY | 2025-09-23 | $63,610 | $50,975 | $12,635 | $12,635 | ||
| 363. WISDOMTREE U.S. QUALITY DIVI | 2025-06-30 | 2025-09-23 | $32,475 | $30,337 | $2,138 | $2,138 | |
| 726. WISDOMTREE U.S. QUALITY DIVI | 2025-09-23 | $64,951 | $46,161 | $18,790 | $18,790 | ||
| CAPITAL GAIN DIVIDENDS | $15,383 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,383 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,383 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,383 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,383 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,383 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,383 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,383 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,383 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,383 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,383 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,383 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,383 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,383 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,383 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,383 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,383 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,383 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,383 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,383 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,383 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,383 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,383 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,383 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,383 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,383 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,383 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,383 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,383 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,383 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,383 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,383 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,383 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,383 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,383 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,383 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,383 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,383 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,383 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $87,704 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,732 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,732 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,732 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $876 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $876 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $856 | 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 | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | false | 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 |
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 | 4127626538 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 FIRST AVE P7-PFSC-03-Z | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PNC BANK N A | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 FIRST AVE P7-PFSC-03-Z | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $30,350 | 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 | $2,157,270 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $184,952 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,342,222 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,342,222 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $35,133 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,307,089 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $115,354 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $115,354 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,732 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,732 | TotalTaxAmt |
| Distributable Before Adj | $113,622 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $113,622 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $113,622 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $92,862 | 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 | $92,862 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $113,622 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $25,868 | 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 | $92,862 | QualifyingDistributionsAmt |
| Applied To Year1 | $25,868 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $66,994 | 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 | $46,628 | 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 (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CLEVELAND MUSEUM OF ART | |||||||
| 11150 EAST BLVD | CLEVELAND | OH | 441061797 | NONE | PC | GENERAL SUPPORT | $38,296 |
| TALLMADGE BOARD OF EDUCATION | |||||||
| 486 EAST AVENUE | TALLMADGE | OH | 44278 | NONE | GOV | GENERAL SUPPORT | $10,000 |
| ST JUDE CHILDREN'S HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 381051905 | NONE | PC | GENERAL SUPPORT | $38,296 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $86,592 | 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 | $62,569 | 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 | $87,704 | 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 | $150,273 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $150,273 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | EDWARD C SHOMAN EST SETT TRUST | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | $992,682 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | The Ohio Attorney General requires that charitable organizations operating or organized within the State submit an annual registration through an online portal that highlights key information from the Form 990-PF for public disclosure purposes. The Trust completes this registration as required in lieu of furnishing a copy of its Form 990-PF to comply with the specific reporting instructions of the State of Ohio. | ExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (31 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 00171A852 AMG RR SM CAP VAL-I | AT COST | $30,553 | $30,959 |
| 00770X675 PZENA EMERG MKTS VAL | AT COST | $56,246 | $70,124 |
| 256210105 DODGE & COX INCOME F | AT COST | $226,303 | $234,806 |
| 317609295 SEAFARER OVERSEAS GR | |||
| 413838566 OAKMARK INTL SM CAP- | |||
| 461418444 WCM FOCUSED INTL GRO | AT COST | $43,789 | $56,446 |
| 464287200 ISHARES CORE S&P 500 | AT COST | $738,819 | $1,072,616 |
| 543069405 LONGLEAF PARTNERS FD | |||
| 552746364 MFS EMERGING MKTS DE | |||
| 557492485 MADISON MID CAP FUND | |||
| 74256W584 PRINCIPAL MIDCAP FUN | AT COST | $36,659 | $42,875 |
| 74440Y884 PGIM HIGH YIELD FUND | |||
| 89154M702 TOUCHSTONE SANDS EM | AT COST | $59,788 | $68,285 |
| 25434V807 DIMENSIONAL INTERNAT | AT COST | $111,465 | $135,578 |
| 258620566 DOUBLELINE TOTAL RET | |||
| 46429B267 ISHARES U S TREASURY | AT COST | $151,695 | $152,748 |
| 46434V456 ISHARES MSCI INTL QU | |||
| 94987W794 ALLSPRING CORE BOND | |||
| 97717X669 WISDOMTREE U.S. QUAL | |||
| 04314H576 ARTISAN INTL SM/MID- | |||
| 09252M883 BLACKROCK TOTAL RETU | |||
| 411512460 HARBOR MID CAP VALUE | AT COST | $32,265 | $34,593 |
| 589619824 MERIDIAN SMALL CAP G | AT COST | $33,129 | $32,387 |
| 025072349 AVANTIS US LARGE CAP | AT COST | $43,576 | $51,069 |
| 02631W607 AMER FND MULTI-SEC I | AT COST | $122,013 | $122,013 |
| 092528603 ISHARES FLEXIBLE INC | AT COST | $85,388 | $84,907 |
| 37954Y632 GLOBAL X ART INTEL & | AT COST | $126,915 | $129,947 |
| 46138E800 INVESCO CHINA TECHNO | AT COST | $68,197 | $62,556 |
| 46435G326 ISHARES CORE MSCI DE | AT COST | $103,458 | $114,565 |
| 52107V229 LAZARD INTL QLTY GRW | AT COST | $62,640 | $59,142 |
| 74440B884 PRUDENTIAL TOTAL RET | AT COST | $193,149 | $194,712 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MUTUAL FUND TIMING ADJ | Desc |
| Amt | $358 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STATE FILING FEES | Desc |
| Revenue And Expenses Per Books | $200 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $200 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $4 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $704 | $704 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $445 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $876 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $400 | $400 | $0 |
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