PAUL HYLAND HARRIS TRUST NECT: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- PAUL HYLAND HARRIS TRUST NECT (EIN 25-6013264)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-08
- IRS object ID
- 202631289349103548
- Schema version
- 2025v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Investments Other Schedule2
- Other Decreases Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-08T17:01:40-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 920460586 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PWC US TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 GRANT STREET 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 | 256013264 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAUL HYLAND HARRIS MEMORIAL FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HARR | BusinessNameControlTxt |
| Phone | 4124421522 | 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 | 4124421522 | PhoneNum |
| Signature | 2026-04-13 | 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 | 2026-04-13 | 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 | $4,161,024 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $102,769 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $102,388 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $192,467 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,702,322 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $192,467 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $295,236 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $294,855 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $42,161 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $25,296 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $16,864 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $8,870 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $8,870 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,056 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,752 | 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 | $56,087 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $27,048 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $25,734 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $166,653 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $166,653 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $222,740 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $27,048 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $192,387 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $72,496 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $267,807 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $117,878 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $139,383 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $139,383 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $3,085,147 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,136,928 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,021,641 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,203,025 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,276,311 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,161,024 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,203,025 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,276,311 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,203,025 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,276,311 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,203,025 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,276,311 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,203,025 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $72,496 | ExcessRevenueOverExpensesAmt |
| Other Increases | $793 | OtherIncreasesAmt |
| Subtotal | $3,276,314 | SubtotalAmt |
| Other Decreases | $3 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,276,311 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (104 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 1167.467 AMG RR SM CAP VAL-I | 2024-06-11 | 2025-03-11 | $17,909 | $18,026 | -$117 | -$117 | |
| 2566.445 ARTISAN INTL SM/MID-INST | 2024-08-20 | 2025-03-11 | $44,861 | $47,736 | -$2,875 | -$2,875 | |
| 191.634 BLACKROCK TOTAL RETURN-I | 2024-08-26 | 2025-03-11 | $1,890 | $1,943 | -$53 | -$53 | |
| 127. DIMENSIONAL INTERNATIONAL VA | 2023-11-14 | 2025-03-11 | $4,968 | $4,152 | $816 | $816 | |
| 345.78 DODGE & COX INCOME FUND | 2023-03-21 | 2025-03-11 | $4,384 | $4,302 | $82 | $82 | |
| 266.204 DOUBLELINE TOTAL RETURN BOND | 2023-05-25 | 2025-03-11 | $2,356 | $2,348 | $8 | $8 | |
| 1105.844 HARBOR MID CAP VALUE | 2024-06-11 | 2025-03-11 | $27,602 | $27,923 | -$321 | -$321 | |
| 2308.493 OAKMARK INTL SM CAP-R6 | 2018-12-27 | 2025-03-11 | $45,385 | $29,690 | $15,695 | $15,695 | |
| 5. ISHARES CORE S&P 500 | 2024-11-19 | 2025-03-11 | $2,818 | $2,956 | -$138 | -$138 | |
| 176. ISHARES U S TREASURY BOND | 2023-05-25 | 2025-03-11 | $4,031 | $4,044 | -$13 | -$13 | |
| 19. ISHARES MSCI INTL QUALITY | 2023-04-19 | 2025-03-11 | $761 | $684 | $77 | $77 | |
| 46.728 MFS EMERGING MKTS DEBT FD-R6 | 2018-07-12 | 2025-03-11 | $564 | $660 | -$96 | -$96 | |
| 3974.9 MADISON MID CAP FUND-R6 | 2018-07-12 | 2025-03-11 | $63,797 | $41,150 | $22,647 | $22,647 | |
| 1252.52 MERIDIAN SMALL CAP GROW-INSTL | 2024-06-11 | 2025-03-11 | $15,281 | $16,032 | -$751 | -$751 | |
| 81.929 PRINCIPAL MIDCAP FUND-R6 | 2016-04-08 | 2025-03-11 | $3,533 | $1,705 | $1,828 | $1,828 | |
| 261.276 PGIM HIGH YIELD FUND | 2019-02-13 | 2025-03-11 | $1,254 | $1,393 | -$139 | -$139 | |
| 202.226 ALLSPRING CORE BOND FUND | 2023-05-25 | 2025-03-11 | $2,235 | $2,222 | $13 | $13 | |
| 14. WISDOMTREE U.S. QUALITY DIVI | 2024-11-19 | 2025-03-11 | $1,111 | $1,164 | -$53 | -$53 | |
| 18. WISDOMTREE U.S. QUALITY DIVI | 2023-09-26 | 2025-03-11 | $1,429 | $1,146 | $283 | $283 | |
| 91. DIMENSIONAL INTERNATIONAL VA | 2023-11-14 | 2025-06-18 | $3,896 | $2,975 | $921 | $921 | |
| 705.657 WCM FOCUSED INTL GROWTH-INS | 2025-03-11 | 2025-06-18 | $18,538 | $16,216 | $2,322 | $2,322 | |
| 87.049 WCM FOCUSED INTL GROWTH-INS | 2018-10-24 | 2025-06-18 | $2,287 | $1,278 | $1,009 | $1,009 | |
| 100. ISHARES CORE S&P 500 | 2024-11-19 | 2025-06-18 | $60,104 | $59,120 | $984 | $984 | |
| 246.963 LONGLEAF PARTNERS FDS TR | 2021-03-24 | 2025-06-18 | $4,134 | $4,574 | -$440 | -$440 | |
| 388.051 PZENA EMERG MKTS VALUE-INST | 2025-03-11 | 2025-08-26 | $5,677 | $4,917 | $760 | $760 | |
| 6. AVANTIS US LARGE CAP VALUE | 2025-03-11 | 2025-08-26 | $428 | $388 | $40 | $40 | |
| 22642.215 BLACKROCK TOTAL RETURN-I | 2024-08-26 | 2025-08-26 | $225,290 | $229,592 | -$4,302 | -$4,302 | |
| 66. DIMENSIONAL INTERNATIONAL VA | 2023-11-14 | 2025-08-26 | $3,003 | $2,158 | $845 | $845 | |
| 12621.505 DOUBLELINE TOTAL RETURN BOND | 2023-05-25 | 2025-08-26 | $112,205 | $110,724 | $1,481 | $1,481 | |
| 584.535 SEAFARER OVERSEAS GROWTH & | 2021-12-28 | 2025-08-26 | $8,096 | $7,774 | $322 | $322 | |
| 62. ISHARES CORE S&P 500 | 2024-11-19 | 2025-08-26 | $40,037 | $36,655 | $3,382 | $3,382 | |
| 20. ISHARES CORE S&P 500 | 2023-03-06 | 2025-08-26 | $12,915 | $8,160 | $4,755 | $4,755 | |
| 54. ISHARES MSCI INTL QUALITY | 2023-04-19 | 2025-08-26 | $2,329 | $1,945 | $384 | $384 | |
| 87. ISHARES CORE MSCI DEV MKTS | 2025-03-11 | 2025-08-26 | $6,818 | $5,995 | $823 | $823 | |
| 180.645 LONGLEAF PARTNERS FDS TR | 2021-03-24 | 2025-08-26 | $3,246 | $3,346 | -$100 | -$100 | |
| 2529.739 MFS EMERGING MKTS DEBT FD-R6 | 2024-08-26 | 2025-08-26 | $31,268 | $30,913 | $355 | $355 | |
| 2877.941 MFS EMERGING MKTS DEBT FD-R6 | 2018-07-12 | 2025-08-26 | $35,571 | $40,640 | -$5,069 | -$5,069 | |
| 10518.592 PGIM HIGH YIELD FUND | 2024-10-08 | 2025-08-26 | $51,436 | $51,015 | $421 | $421 | |
| 6957.192 PGIM HIGH YIELD FUND | 2019-02-13 | 2025-08-26 | $34,021 | $36,514 | -$2,493 | -$2,493 | |
| 175.041 TOUCHSTONE SANDS EM GR-R6 | 2025-03-11 | 2025-08-26 | $2,906 | $2,575 | $331 | $331 | |
| 80.165 TOUCHSTONE SANDS EM GR-R6 | 2020-06-19 | 2025-08-26 | $1,331 | $1,206 | $125 | $125 | |
| 37.672 TOUCHSTONE SANDS EM GR-R6 | 2021-12-28 | 2025-08-26 | $625 | $734 | -$109 | -$109 | |
| 15159.336 ALLSPRING CORE BOND FUND | 2023-05-25 | 2025-08-26 | $168,420 | $166,362 | $2,058 | $2,058 | |
| 36. WISDOMTREE U.S. QUALITY DIVI | 2023-09-26 | 2025-08-26 | $3,135 | $2,293 | $842 | $842 | |
| 527.675 LONGLEAF PARTNERS FDS TR | 2025-03-11 | 2025-09-03 | $9,482 | $8,184 | $1,298 | $1,298 | |
| 3851.134 LONGLEAF PARTNERS FDS TR | 2021-03-24 | 2025-09-03 | $69,205 | $69,079 | $126 | $126 | |
| 867. AVANTIS US LARGE CAP VALUE | 2025-03-11 | 2025-09-23 | $62,915 | $56,054 | $6,861 | $6,861 | |
| 218.355 SEAFARER OVERSEAS GROWTH & | 2025-03-11 | 2025-09-23 | $3,138 | $2,609 | $529 | $529 | |
| 7006.52 SEAFARER OVERSEAS GROWTH & | 2018-07-12 | 2025-09-23 | $100,684 | $85,047 | $15,637 | $15,637 | |
| 2430.669 WCM FOCUSED INTL GROWTH-INS | 2018-10-24 | 2025-09-23 | $66,965 | $35,682 | $31,283 | $31,283 | |
| 3209. ISHARES MSCI INTL QUALITY | 2023-04-19 | 2025-09-23 | $141,753 | $115,328 | $26,425 | $26,425 | |
| 1590. WISDOMTREE U.S. QUALITY DIVI | 2023-09-26 | 2025-09-23 | $142,247 | $101,261 | $40,986 | $40,986 | |
| CAPITAL GAIN DIVIDENDS | $22,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22,673 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22,673 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $192,467 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,723 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,723 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,723 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,340 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,340 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,383 | 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 |
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 | 4124421522 | 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 | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| 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 | $42,161 | 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 | $3,859,214 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $116,091 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,975,305 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,975,305 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $59,630 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,915,675 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $195,784 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $195,784 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,723 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,723 | TotalTaxAmt |
| Distributable Before Adj | $192,061 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $192,061 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $192,061 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $192,387 | 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 | $192,387 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $192,061 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $166,653 | 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 | $192,387 | QualifyingDistributionsAmt |
| Applied To Year1 | $166,653 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $25,734 | 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 | $166,327 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | TRUSTEE SCHOLARSHIP COMMITTEE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE SCHOLARSHIP WAY | AddressLine1Txt |
| City | SAINT PETER | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 56082 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5079311682 | RecipientPhoneNum |
| Recipient Email Address | paulharrisscholarship@scholarshipamerica.or | RecipientEmailAddressTxt |
| Form And Info And Materials | PLEASE SEE SCHOLARSHIP AMERICA WEBSITE FOR MORE INFORMATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | FEBRUARY 3RD | SubmissionDeadlinesTxt |
| Restrictions On Awards | MUST BE A SENIOR OR GRADUATE OF A HIGH SCHOOL IN CRAWFORD, VENANGO, OR WARREN COUNTY PA AND PLAN TO ATTEND ALLEGHENY COLLEGE OR HARVARD UNIVERSITY | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| GRACE WORLEY | ||||||||
| C/O PNC BANK | 500 FIRST AVE P7-PFSC-03-Z | PITTSBURGH | PA | 15219 | NONE | I | SCHOLARSHIP | $8,911 |
| LILLIAN BRANTHOOVER | ||||||||
| C/O PNC BANK | 500 FIRST AVE P7-PFSC-03-Z | PITTSBURGH | PA | 15219 | NONE | I | SCHOLARSHIP | $10,400 |
| CARLY BEERS | ||||||||
| C/O PNC BANK | 500 FIRST AVE P7-PFSC-03-Z | PITTSBURGH | PA | 15219 | NONE | I | SCHOLARSHIP | $10,400 |
| SHYANN RULANDER | ||||||||
| C/O PNC BANK | 500 FIRST AVE P7-PFSC-03-Z | PITTSBURGH | PA | 15219 | NONE | I | SCHOLARSHIP | $11,440 |
| DAWSON THOMAS | ||||||||
| C/O PNC BANK | 500 FIRST AVE P7-PFSC-03-Z | PITTSBURGH | PA | 15219 | NONE | I | SCHOLARSHIP | $10,400 |
| TAI DEAN | ||||||||
| C/O PNC BANK | 500 FIRST AVE P7-PFSC-03-Z | PITTSBURGH | PA | 15219 | NONE | I | SCHOLARSHIP | $11,440 |
| OLIVIA EGGER | ||||||||
| C/O PNC BANK | 500 FIRST AVE P7-PFSC-03-Z | PITTSBURGH | PA | 15219 | NONE | I | SCHOLARSHIP | $10,400 |
| KASSIDY KIBBEY | ||||||||
| C/O PNC BANK | 500 FIRST AVE P7-PFSC-03-Z | PITTSBURGH | PA | 15219 | NONE | I | SCHOLARSHIP | $4,420 |
| LIBERTY RICKENBACH | ||||||||
| C/O PNC BANK | 500 FIRST AVE P7-PFSC-03-Z | PITTSBURGH | PA | 15219 | NONE | I | SCHOLARSHIP | $8,911 |
| ASHLEY MATTOCKS-ROSENTHAL | ||||||||
| C/O PNC BANK | 500 FIRST AVE P7-PFSC-03-Z | PITTSBURGH | PA | 15219 | NONE | I | SCHOLARSHIP | $5,500 |
| CALLAN PATTERSON | ||||||||
| C/O PNC BANK | 500 FIRST AVE P7-PFSC-03-Z | PITTSBURGH | PA | 15219 | NONE | I | SCHOLARSHIP | $10,400 |
| HANNAH TOMER | ||||||||
| C/O PNC BANK | 500 FIRST AVE P7-PFSC-03-Z | PITTSBURGH | PA | 15219 | NONE | I | SCHOLARSHIP | $8,911 |
| EVIN BARICKMAN | ||||||||
| C/O PNC BANK | 500 FIRST AVE P7-PFSC-03-Z | PITTSBURGH | PA | 15219 | NONE | I | SCHOLARSHIP | $10,400 |
| HANNAH NIEDERRITER | ||||||||
| C/O PNC BANK | 500 FIRST AVE P7-PFSC-03-Z | PITTSBURGH | PA | 15219 | NONE | I | SCHOLARSHIP | $11,440 |
| NAOMI SCOTT | ||||||||
| C/O PNC BANK | 500 FIRST AVE P7-PFSC-03-Z | PITTSBURGH | PA | 15219 | NONE | I | SCHOLARSHIP | $10,400 |
| LYDIA WAGNER | ||||||||
| C/O PNC BANK | 500 FIRST AVE P7-PFSC-03-Z | PITTSBURGH | PA | 15219 | NONE | I | SCHOLARSHIP | $11,440 |
| ELLA WORLEY | ||||||||
| C/O PNC BANK | 500 FIRST AVE P7-PFSC-03-Z | PITTSBURGH | PA | 15219 | NONE | I | SCHOLARSHIP | $11,440 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $166,653 | 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 | $102,769 | 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 | $192,467 | 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 | $295,236 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $295,236 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (31 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 317609295 SEAFARER OVERSEAS GR | |||
| 461418444 WCM FOCUSED INTL GRO | AT COST | $48,524 | $82,543 |
| 464287200 ISHARES CORE S&P 500 | AT COST | $878,059 | $1,566,458 |
| 552746364 MFS EMERGING MKTS DE | |||
| 557492485 MADISON MID CAP FUND | |||
| 74256W584 PRINCIPAL MIDCAP FUN | AT COST | $31,234 | $64,403 |
| 74440Y884 PGIM HIGH YIELD FUND | |||
| 97717X669 WISDOMTREE U.S. QUAL | |||
| 413838566 OAKMARK INTL SM CAP- | |||
| 543069405 LONGLEAF PARTNERS FD | |||
| 00171A852 AMG RR SM CAP VAL-I | AT COST | $43,379 | $45,608 |
| 00770X675 PZENA EMERG MKTS VAL | AT COST | $76,192 | $102,549 |
| 256210105 DODGE & COX INCOME F | AT COST | $327,020 | $343,365 |
| 89154M702 TOUCHSTONE SANDS EM | AT COST | $82,080 | $99,848 |
| 25434V807 DIMENSIONAL INTERNAT | AT COST | $158,341 | $198,253 |
| 258620566 DOUBLELINE TOTAL RET | |||
| 46429B267 ISHARES U S TREASURY | AT COST | $219,240 | $220,372 |
| 46434V456 ISHARES MSCI INTL QU | |||
| 94987W794 ALLSPRING CORE BOND | |||
| 04314H576 ARTISAN INTL SM/MID- | |||
| 09252M883 BLACKROCK TOTAL RETU | |||
| 411512460 HARBOR MID CAP VALUE | AT COST | $46,533 | $50,625 |
| 589619824 MERIDIAN SMALL CAP G | AT COST | $49,117 | $48,004 |
| 025072349 AVANTIS US LARGE CAP | AT COST | $63,683 | $74,633 |
| 02631W607 AMER FND MULTI-SEC I | AT COST | $178,426 | $178,426 |
| 092528603 ISHARES FLEXIBLE INC | AT COST | $124,871 | $124,168 |
| 37954Y632 GLOBAL X ART INTEL & | AT COST | $187,615 | $192,098 |
| 46138E800 INVESCO CHINA TECHNO | AT COST | $99,716 | $91,468 |
| 46435G326 ISHARES CORE MSCI DE | AT COST | $148,849 | $167,599 |
| 52107V229 LAZARD INTL QLTY GRW | AT COST | $91,600 | $86,486 |
| 74440B884 PRUDENTIAL TOTAL RET | AT COST | $282,449 | $284,735 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $3 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MUTUAL FUND TIMING ADJ | Desc |
| Amt | $793 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GRANTMAKING FEES | CategoryTxt |
| Amt | $8,870 | Amt |
| Disbursements Charitable Prps | $8,870 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,143 | $1,143 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $964 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $2,340 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $609 | $609 | $0 |
Comments