JANET W MCCUNE: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- JANET W MCCUNE (EIN 25-6020682)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-08
- IRS object ID
- 202631289349102428
- Schema version
- 2025v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-08T15:01:36-05:00 | 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 | 256020682 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JANET W MCCUNE FOR CHARITIES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MCCU | BusinessNameControlTxt |
| Phone | 4128076299 | 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 | 4128076299 | PhoneNum |
| Signature | 2026-04-21 | 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 | 2026-04-21 | 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 | $10,610,156 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $257,343 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $256,750 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $672,412 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,357,587 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $672,412 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $929,755 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $929,162 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $86,399 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $69,119 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $17,280 | 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 | $14,306 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,959 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $100,705 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $73,078 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $17,280 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $383,577 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $383,577 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $484,282 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $73,078 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $400,857 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $445,473 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $856,084 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $352,846 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $385,226 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $385,226 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| US Government Obligations BOY | $300,782 | USGovernmentObligationsBOYAmt |
| Other Investments BOY | $7,680,330 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,391,769 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,224,930 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $8,333,958 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,776,995 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,610,156 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $8,333,958 | CapitalStockBOYAmt |
| Capital Stock EOY | $8,776,995 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,333,958 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,776,995 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,333,958 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,776,995 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,333,958 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $445,473 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,779,431 | SubtotalAmt |
| Other Decreases | $2,436 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,776,995 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (74 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 2590. ISHARES MSCI EAFE VALUE | 2024-04-05 | 2025-01-30 | $144,011 | $140,326 | $3,685 | $3,685 | |
| 1275. ISHARES MSCI USA QUALITY FACTOR | 2023-03-16 | 2025-01-30 | $235,517 | $149,883 | $85,634 | $85,634 | |
| 1195. ISHARES MSCI INTL QUALITY | 2024-04-05 | 2025-01-30 | $46,986 | $46,707 | $279 | $279 | |
| 1150. ISHARES MSCI INTL QUALITY | 2024-08-06 | 2025-01-30 | $45,217 | $43,142 | $2,075 | $2,075 | |
| 6563.373 ARTISAN INTL SM/MID-INST | 2024-08-21 | 2025-04-07 | $102,914 | $122,210 | -$19,296 | -$19,296 | |
| 1214.361 AMG RR SM CAP VAL-I | 2024-11-05 | 2025-04-16 | $17,803 | $20,462 | -$2,659 | -$2,659 | |
| 1177.931 AMG RR SM CAP VAL-I | 2023-06-26 | 2025-04-16 | $17,268 | $16,833 | $435 | $435 | |
| 352.707 BARON SMALL CAP FUND | 2024-11-05 | 2025-04-16 | $9,904 | $13,160 | -$3,256 | -$3,256 | |
| 5929.646 OAKMARK INTL SM CAP-R6 | 2024-08-21 | 2025-04-16 | $112,130 | $122,210 | -$10,080 | -$10,080 | |
| 1620. ISHARES RUSSELL MID-CAP GROWTH | 2024-12-17 | 2025-04-16 | $180,800 | $214,313 | -$33,513 | -$33,513 | |
| 1035. ISHARES MSCI USA ESG SELECT | 2023-05-15 | 2025-04-16 | $111,306 | $90,244 | $21,062 | $21,062 | |
| 5598.274 T ROWE PR MID-CAP VALUE-I | 2023-08-31 | 2025-04-16 | $156,192 | $175,170 | -$18,978 | -$18,978 | |
| 9739.803 TOUCHSTONE SANDS EM GR-R6 | 2022-11-07 | 2025-07-21 | $158,954 | $120,092 | $38,862 | $38,862 | |
| 3369.442 SEAFARER OVERSEAS GROWTH & | 2018-08-22 | 2025-08-04 | $45,319 | $40,225 | $5,094 | $5,094 | |
| 885. ISHARES MSCI USA ESG SELECT | 2023-05-15 | 2025-08-04 | $113,747 | $77,165 | $36,582 | $36,582 | |
| 380. ISHARES MSCI INTL QUALITY | 2024-08-06 | 2025-08-04 | $15,913 | $14,256 | $1,657 | $1,657 | |
| 4765. ISHARES MSCI INTL QUALITY | 2023-05-15 | 2025-08-04 | $199,535 | $171,421 | $28,114 | $28,114 | |
| 1145.795 PRINCIPAL MIDCAP FUND-R6 | 2025-04-16 | 2025-08-04 | $55,044 | $48,708 | $6,336 | $6,336 | |
| 1220. WISDOMTREE U.S. QUALITY DIVI | 2021-01-25 | 2025-08-04 | $103,909 | $66,788 | $37,121 | $37,121 | |
| 4875.65 BARON SMALL CAP FUND | 2024-11-05 | 2025-08-12 | $161,482 | $181,911 | -$20,429 | -$20,429 | |
| 28026.707 BAIRD AGGREGATE BOND FUND | 2024-11-05 | 2025-09-16 | $281,388 | $274,934 | $6,454 | $6,454 | |
| 46635.153 BAIRD AGGREGATE BOND FUND | 2016-06-15 | 2025-09-16 | $468,217 | $488,694 | -$20,477 | -$20,477 | |
| 1665.337 DODGE & COX INCOME FUND | 2010-08-05 | 2025-09-16 | $21,716 | $22,232 | -$516 | -$516 | |
| 22680.778 DOUBLELINE TOTAL RETURN BOND | 2025-01-30 | 2025-09-16 | $203,900 | $198,230 | $5,670 | $5,670 | |
| 8690.63 MFS EMERGING MKTS DEBT FD-R6 | 2024-11-05 | 2025-09-16 | $109,154 | $104,809 | $4,345 | $4,345 | |
| 7478.198 MFS EMERGING MKTS DEBT FD-R6 | 2018-05-21 | 2025-09-16 | $93,926 | $101,585 | -$7,659 | -$7,659 | |
| 2045.577 PRINCIPAL MIDCAP FUND-R6 | 2025-04-16 | 2025-09-16 | $97,799 | $86,957 | $10,842 | $10,842 | |
| 29881.621 VANGUARD TOTAL BD MKT INDX 584 | 2023-03-27 | 2025-09-16 | $294,035 | $288,656 | $5,379 | $5,379 | |
| 1245. WISDOMTREE U.S. QUALITY DIVI | 2020-07-07 | 2025-09-16 | $110,419 | $60,239 | $50,180 | $50,180 | |
| 2365. WISDOMTREE U.S. QUALITY DIVI | 2020-07-07 | 2025-09-23 | $211,074 | $109,444 | $101,630 | $101,630 | |
| 11527.629 SEAFARER OVERSEAS GROWTH & | 2016-03-23 | 2025-09-25 | $163,347 | $131,254 | $32,093 | $32,093 | |
| 500. ISHARES CORE S&P 500 | 2022-07-05 | 2025-10-17 | $333,926 | $188,098 | $145,828 | $145,828 | |
| 1605. ISHARES MSCI USA ESG SELECT | 2023-05-15 | 2025-10-17 | $217,244 | $139,944 | $77,300 | $77,300 | |
| 1510. ISHARES CORE MSCI EAFE ETF | 2025-04-07 | 2025-10-17 | $132,976 | $103,120 | $29,856 | $29,856 | |
| 1565. ISHARES CORE MSCI EAFE ETF | 2025-08-04 | 2025-10-17 | $137,819 | $129,363 | $8,456 | $8,456 | |
| 1938.123 PRINCIPAL MIDCAP FUND-R6 | 2025-04-16 | 2025-10-17 | $88,611 | $82,390 | $6,221 | $6,221 | |
| 300000. USA TREASURY NOTES | 2022-11-30 | 2025-11-15 | $300,000 | $300,000 | |||
| CAPITAL GAIN DIVIDENDS | $58,085 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,085 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,085 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,085 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,085 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,085 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,085 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,085 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,085 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,085 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,085 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,085 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,085 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,085 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,085 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,085 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,085 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,085 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,085 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,085 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,085 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,085 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,085 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,085 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,085 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,085 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,085 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,085 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,085 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,085 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,085 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,085 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,085 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,085 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,085 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,085 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,085 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $672,412 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,900 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,900 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,900 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,650 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $8,650 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $3,250 | 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 | 4128076299 | 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 | $86,399 | 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 | $9,791,452 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $294,591 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,086,043 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,086,043 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $151,291 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,934,752 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $496,738 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $496,738 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,900 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,900 | TotalTaxAmt |
| Distributable Before Adj | $484,838 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $484,838 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $484,838 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $400,857 | 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 | $400,857 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $484,838 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $158,771 | 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 | $400,857 | QualifyingDistributionsAmt |
| Applied To Year1 | $158,771 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $242,086 | 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 | $242,752 | 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 |
|---|---|---|---|---|---|---|---|
| YWCA GREATER PITTSBURGH | |||||||
| 2313 E CARSON ST 2ND FLOOR | PITTSBURGH | PA | 15203 | NONE | PC | GENERAL SUPPORT | $170,615 |
| EASTMINSTER PRESBY CHURCH | |||||||
| 250 N HIGHLAND AVE | PITTSBURGH | PA | 15206 | NONE | PC | GENERAL SUPPORT | $144,724 |
| FORBES HEALTH FOUNDATION | |||||||
| PO BOX 535604 | PITTSBURGH | PA | 15253 | NONE | PC | GENERAL SUPPORT | $68,238 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $383,577 | 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 | $257,343 | 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 | $672,412 | 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 | $929,755 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $929,755 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (33 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 256210105 DODGE & COX INCOME F | AT COST | $720,534 | $723,611 |
| 317609295 SEAFARER OVERSEAS GR | |||
| 461418444 WCM FOCUSED INTL GRO | AT COST | $391,415 | $476,257 |
| 464287481 ISHARES RUSSELL MID- | |||
| 552746364 MFS EMERGING MKTS DE | |||
| 74256W584 PRINCIPAL MIDCAP FUN | AT COST | $114,537 | $198,047 |
| 97717X669 WISDOMTREE U.S. QUAL | |||
| 057071854 BAIRD AGGREGATE BOND | |||
| 00770X675 PZENA EMERG MKTS VAL | AT COST | $150,053 | $222,009 |
| 464287200 ISHARES CORE S&P 500 | AT COST | $3,034,835 | $4,469,918 |
| 89154M702 TOUCHSTONE SANDS EM | |||
| 00171A852 AMG RR SM CAP VAL-I | AT COST | $134,114 | $141,247 |
| 25434V807 DIMENSIONAL INTERNAT | AT COST | $394,420 | $528,940 |
| 413838566 OAKMARK INTL SM CAP- | |||
| 464288802 ISHARES MSCI USA ESG | |||
| 46432F339 ISHARES MSCI USA QUA | |||
| 46434V456 ISHARES MSCI INTL QU | |||
| 77957Y403 T ROWE PR MID-CAP VA | |||
| 921937603 VANGUARD TOTAL BD MK | |||
| 04314H576 ARTISAN INTL SM/MID- | |||
| 068278803 BARON SMALL CAP FUND | |||
| 464288877 ISHARES MSCI EAFE VA | |||
| 72201F490 PIMCO INCOME FUND | AT COST | $304,156 | $316,132 |
| 02631W607 AMER FND MULTI-SEC I | AT COST | $314,700 | $311,418 |
| 092528603 ISHARES FLEXIBLE INC | AT COST | $314,907 | $311,343 |
| 37954Y632 GLOBAL X ART INTEL & | AT COST | $422,517 | $425,190 |
| 411512460 HARBOR MID CAP VALUE | AT COST | $158,100 | $153,138 |
| 46138E800 INVESCO CHINA TECHNO | AT COST | $217,888 | $197,600 |
| 464287648 ISHARES RUSSELL 2000 | AT COST | $159,748 | $174,425 |
| 46429B267 ISHARES U S TREASURY | AT COST | $314,867 | $311,989 |
| 46434G103 ISHARES CORE MSCI EM | AT COST | $195,510 | $210,399 |
| 46435G326 ISHARES CORE MSCI DE | AT COST | $420,068 | $428,484 |
| 74440B884 PRUDENTIAL TOTAL RET | AT COST | $629,400 | $624,783 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (4 entries)
| DescDesc | AmtAmt |
|---|---|
| MUTUAL FUND TIMING ADJ | $2,394 |
| ROC ON CY SALES | $21 |
| INCOME ADJ | $19 |
| ROUNDING | $2 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $2,723 | $2,723 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $1,697 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $8,650 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $1,236 | $1,236 | $0 |
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