ROBERT L SNYDER IRREV TR FBO FC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT L SNYDER IRREV TR FBO FC (EIN 26-6222604)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-08
- IRS object ID
- 202631289349104318
- 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 Expenses Schedule
- Other Income Schedule2
- Other Increases 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 | 266222604 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT L SNYDER IRREV TR FBO FC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 7138315622 | 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 | 7138315622 | PhoneNum |
| Signature | 2026-03-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAWRENCE MCGUIRE | PreparerPersonNm |
| PTIN | P01233953 | PTIN |
| Phone | 4123556000 | PhoneNum |
| Preparation | 2026-03-31 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,272,180 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $80,945 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $80,639 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $137,475 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,373,321 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $137,475 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $4,421 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $222,841 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $218,114 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $34,780 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $27,824 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $6,956 | 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 | $2,295 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,400 | 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 | $22 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $22 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $37,097 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $29,246 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,956 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $138,105 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $138,105 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $175,202 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $29,246 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $145,061 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $47,639 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $188,868 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -$5 | CashBOYAmt |
| Cash EOY | -$1 | CashEOYAmt |
| Cash EOYFMV | -$1 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $102,516 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $84,607 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $84,607 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $2,587,758 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,654,084 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,187,574 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,690,269 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,738,690 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,272,180 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,690,269 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,738,690 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,690,269 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,738,690 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,690,269 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,738,690 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,690,269 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $47,639 | ExcessRevenueOverExpensesAmt |
| Other Increases | $782 | OtherIncreasesAmt |
| Subtotal | $2,738,690 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,738,690 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (90 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 922.952 AMG RR SM CAP VAL-I | 2024-06-11 | 2025-03-11 | $14,158 | $14,250 | -$92 | -$92 | |
| 2023.135 ARTISAN INTL SM/MID-INST | 2024-08-20 | 2025-03-11 | $35,364 | $37,630 | -$2,266 | -$2,266 | |
| 240.885 BLACKROCK TOTAL RETURN-I | 2024-08-26 | 2025-03-11 | $2,375 | $2,443 | -$68 | -$68 | |
| 103. DIMENSIONAL INTERNATIONAL VA | 2023-11-14 | 2025-03-11 | $4,029 | $3,367 | $662 | $662 | |
| 295.439 DODGE & COX INCOME FUND | 2018-07-13 | 2025-03-11 | $3,746 | $3,971 | -$225 | -$225 | |
| 1284.339 DOUBLELINE TOTAL RETURN BOND | 2023-06-14 | 2025-03-11 | $11,366 | $11,341 | $25 | $25 | |
| 873. HARBOR MID CAP VALUE | 2024-06-11 | 2025-03-11 | $21,790 | $22,043 | -$253 | -$253 | |
| 1818.955 OAKMARK INTL SM CAP-R6 | 2023-06-14 | 2025-03-11 | $35,761 | $33,697 | $2,064 | $2,064 | |
| 148. ISHARES U S TREASURY BOND | 2023-06-14 | 2025-03-11 | $3,390 | $3,398 | -$8 | -$8 | |
| 111. ISHARES MSCI INTL QUALITY | 2023-06-14 | 2025-03-11 | $4,445 | $3,979 | $466 | $466 | |
| 138.762 MFS EMERGING MKTS DEBT FD-R6 | 2018-07-11 | 2025-03-11 | $1,675 | $1,959 | -$284 | -$284 | |
| 3132.485 MADISON MID CAP FUND-R6 | 2023-06-14 | 2025-03-11 | $50,276 | $44,043 | $6,233 | $6,233 | |
| 990.921 MERIDIAN SMALL CAP GROW-INSTL | 2024-06-11 | 2025-03-11 | $12,089 | $12,684 | -$595 | -$595 | |
| 11.48 PRINCIPAL MIDCAP FUND-R6 | 2023-06-14 | 2025-03-11 | $495 | $399 | $96 | $96 | |
| 527.974 PGIM HIGH YIELD FUND | 2018-07-13 | 2025-03-11 | $2,534 | $2,856 | -$322 | -$322 | |
| 438.347 ALLSPRING CORE BOND FUND | 2023-06-14 | 2025-03-11 | $4,844 | $4,844 | |||
| 187.819 PZENA EMERG MKTS VALUE-INST | 2024-06-07 | 2025-08-26 | $2,748 | $2,417 | $331 | $331 | |
| 17801.236 BLACKROCK TOTAL RETURN-I | 2024-08-26 | 2025-08-26 | $177,122 | $180,505 | -$3,383 | -$3,383 | |
| 86. DIMENSIONAL INTERNATIONAL VA | 2023-11-14 | 2025-08-26 | $3,912 | $2,811 | $1,101 | $1,101 | |
| 9922.987 DOUBLELINE TOTAL RETURN BOND | 2023-06-14 | 2025-08-26 | $88,215 | $87,302 | $913 | $913 | |
| 306.528 SEAFARER OVERSEAS GROWTH & | 2023-06-14 | 2025-08-26 | $4,245 | $3,807 | $438 | $438 | |
| 293.792 WCM FOCUSED INTL GROWTH-INS | 2025-03-11 | 2025-08-26 | $7,803 | $6,751 | $1,052 | $1,052 | |
| 78. ISHARES CORE S&P 500 | 2025-03-11 | 2025-08-26 | $50,369 | $43,950 | $6,419 | $6,419 | |
| 16. ISHARES CORE S&P 500 | 2023-06-14 | 2025-08-26 | $10,332 | $7,025 | $3,307 | $3,307 | |
| 28. ISHARES CORE MSCI DEV MKTS | 2025-03-11 | 2025-08-26 | $2,194 | $1,930 | $264 | $264 | |
| 243.421 LONGLEAF PARTNERS FDS TR | 2023-06-14 | 2025-08-26 | $4,374 | $3,839 | $535 | $535 | |
| 2085.429 MFS EMERGING MKTS DEBT FD-R6 | 2024-08-26 | 2025-08-26 | $25,776 | $25,484 | $292 | $292 | |
| 2166.071 MFS EMERGING MKTS DEBT FD-R6 | 2018-07-11 | 2025-08-26 | $26,773 | $30,584 | -$3,811 | -$3,811 | |
| 8578.746 PGIM HIGH YIELD FUND | 2024-10-08 | 2025-08-26 | $41,950 | $41,607 | $343 | $343 | |
| 5160.659 PGIM HIGH YIELD FUND | 2018-07-13 | 2025-08-26 | $25,236 | $27,919 | -$2,683 | -$2,683 | |
| 28.265 TOUCHSTONE SANDS EM GR-R6 | 2025-03-11 | 2025-08-26 | $469 | $416 | $53 | $53 | |
| 11918.222 ALLSPRING CORE BOND FUND | 2023-06-14 | 2025-08-26 | $132,411 | $131,371 | $1,040 | $1,040 | |
| 407.064 LONGLEAF PARTNERS FDS TR | 2025-03-11 | 2025-09-03 | $7,315 | $6,314 | $1,001 | $1,001 | |
| 3128.285 LONGLEAF PARTNERS FDS TR | 2023-06-14 | 2025-09-03 | $56,215 | $49,323 | $6,892 | $6,892 | |
| 666. AVANTIS US LARGE CAP VALUE | 2025-03-11 | 2025-09-23 | $48,329 | $43,059 | $5,270 | $5,270 | |
| 162.438 SEAFARER OVERSEAS GROWTH & | 2025-03-11 | 2025-09-23 | $2,334 | $1,941 | $393 | $393 | |
| 5670.759 SEAFARER OVERSEAS GROWTH & | 2023-06-14 | 2025-09-23 | $81,489 | $70,306 | $11,183 | $11,183 | |
| 9.299 WCM FOCUSED INTL GROWTH-INS | 2025-03-11 | 2025-09-23 | $256 | $214 | $42 | $42 | |
| 2162.448 WCM FOCUSED INTL GROWTH-INS | 2023-06-14 | 2025-09-23 | $59,575 | $48,266 | $11,309 | $11,309 | |
| 2565. ISHARES MSCI INTL QUALITY | 2023-06-14 | 2025-09-23 | $113,306 | $91,778 | $21,528 | $21,528 | |
| 13. WISDOMTREE U.S. QUALITY DIVI | 2025-03-11 | 2025-09-23 | $1,163 | $1,045 | $118 | $118 | |
| 1266. WISDOMTREE U.S. QUALITY DIVI | 2023-09-26 | 2025-09-23 | $113,261 | $80,627 | $32,634 | $32,634 | |
| 240. DIMENSIONAL INTERNATIONAL VA | 2025-09-23 | 2025-12-11 | $11,897 | $11,124 | $773 | $773 | |
| 66. ISHARES CORE S&P 500 | 2023-06-14 | 2025-12-11 | $45,409 | $28,977 | $16,432 | $16,432 | |
| 28. ISHARES CORE MSCI DEV MKTS | 2025-09-23 | 2025-12-11 | $2,331 | $2,250 | $81 | $81 | |
| CAPITAL GAIN DIVIDENDS | $18,175 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,175 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,175 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,175 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,175 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,175 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,175 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,175 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,175 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,175 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,175 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,175 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,175 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,175 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,175 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,175 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,175 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,175 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,175 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,175 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,175 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,175 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,175 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,175 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,175 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,175 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,175 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,175 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,175 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,175 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,175 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,175 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,175 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,175 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,175 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,175 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,175 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,175 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,175 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,175 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,175 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,175 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,175 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,175 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,175 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $137,475 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,625 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,625 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,625 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,793 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,793 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $832 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | n/a | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PNC BANK NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7138315622 | 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 | $34,780 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,070,437 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $67,879 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,138,316 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,138,316 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $47,075 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,091,241 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $154,562 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $154,562 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,625 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,625 | TotalTaxAmt |
| Distributable Before Adj | $151,937 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $151,937 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $151,937 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $145,061 | 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 | $145,061 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $151,937 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $138,105 | 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 | $145,061 | QualifyingDistributionsAmt |
| Applied To Year1 | $138,105 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,956 | 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 | $144,981 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIRST CHRISTIAN CHURCH | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 139 EAST MAIN STREET | AddressLine1Txt |
| City | SOMERSET | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 155012007 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusCd |
| Grant Or Contribution Purpose | GENERAL SUPPORT | GrantOrContributionPurposeTxt |
| Amt | $138,105 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $138,105 | 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 | $80,945 | 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 | $137,475 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $4,421 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $222,841 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $222,841 | 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 |
|---|---|---|---|
| 256210105 DODGE & COX INCOME F | AT COST | $279,793 | $277,231 |
| 552746364 MFS EMERGING MKTS DE | |||
| 09252M883 BLACKROCK TOTAL RETU | |||
| 74440Y884 PGIM HIGH YIELD FUND | |||
| 00171A852 AMG RR SM CAP VAL-I | AT COST | $35,878 | $37,054 |
| 00770X675 PZENA EMERG MKTS VAL | AT COST | $68,359 | $82,798 |
| 25434V807 DIMENSIONAL INTERNAT | AT COST | $116,676 | $148,053 |
| 258620566 DOUBLELINE TOTAL RET | |||
| 317609295 SEAFARER OVERSEAS GR | |||
| 413838566 OAKMARK INTL SM CAP- | |||
| 461418444 WCM FOCUSED INTL GRO | AT COST | $59,189 | $66,645 |
| 464287200 ISHARES CORE S&P 500 | AT COST | $781,943 | $1,219,878 |
| 46429B267 ISHARES U S TREASURY | AT COST | $179,444 | $180,332 |
| 46434V456 ISHARES MSCI INTL QU | |||
| 543069405 LONGLEAF PARTNERS FD | |||
| 557492485 MADISON MID CAP FUND | |||
| 74256W584 PRINCIPAL MIDCAP FUN | AT COST | $42,087 | $51,587 |
| 89154M702 TOUCHSTONE SANDS EM | AT COST | $67,853 | $80,612 |
| 94987W794 ALLSPRING CORE BOND | |||
| 97717X669 WISDOMTREE U.S. QUAL | |||
| 04314H576 ARTISAN INTL SM/MID- | |||
| 411512460 HARBOR MID CAP VALUE | AT COST | $36,584 | $39,801 |
| 589619824 MERIDIAN SMALL CAP G | AT COST | $38,615 | $37,740 |
| 025072349 AVANTIS US LARGE CAP | AT COST | $51,399 | $60,237 |
| 02631W607 AMER FND MULTI-SEC I | AT COST | $144,057 | $144,057 |
| 092528603 ISHARES FLEXIBLE INC | AT COST | $100,831 | $100,263 |
| 37954Y632 GLOBAL X ART INTEL & | AT COST | $151,155 | $154,767 |
| 46138E800 INVESCO CHINA TECHNO | AT COST | $80,498 | $73,840 |
| 46435G326 ISHARES CORE MSCI DE | AT COST | $117,718 | $132,958 |
| 52107V229 LAZARD INTL QLTY GRW | AT COST | $73,957 | $69,828 |
| 74440B884 PRUDENTIAL TOTAL RET | AT COST | $228,048 | $229,893 |
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 | $22 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $22 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Revenue And Expenses Per Books | $4,421 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MUTUAL FUND TIMING ADJ | Desc |
| Amt | $782 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $911 | $911 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $895 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $489 | $489 | $0 |
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