LOUDER HEARN FOR MILFORD HOSPITAL: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- LOUDER HEARN FOR MILFORD HOSPITAL (EIN 51-6015403)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-08
- IRS object ID
- 202631289349103613
- 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
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-08T16:01:37-05:00 | 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 | 516015403 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOUDER HEARN FOR MILFORD HOSP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HEAR | BusinessNameControlTxt |
| Phone | 4128075594 | 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 | 4128075594 | PhoneNum |
| Signature | 2026-03-30 | 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 | 2026-03-30 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization4947a1 Trtd PF | Yes (X) | Organization4947a1TrtdPFInd |
| FMV Assets EOY | $2,939,639 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $73,848 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $73,574 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $135,452 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,235,645 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $135,452 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $209,300 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $209,026 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $31,351 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $25,081 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $6,270 | 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 | $4,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,260 | 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 | $35,351 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $26,341 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,270 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $125,725 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $125,725 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $161,076 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $26,341 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $131,995 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $48,224 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $182,685 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $113,217 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $99,612 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $99,612 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $2,198,238 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,260,873 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,840,027 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,311,455 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,360,485 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,939,639 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,311,455 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,360,485 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,311,455 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,360,485 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,311,455 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,360,485 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,311,455 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $48,224 | ExcessRevenueOverExpensesAmt |
| Other Increases | $815 | OtherIncreasesAmt |
| Subtotal | $2,360,494 | SubtotalAmt |
| Other Decreases | $9 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,360,485 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (94 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 854.913 AMG RR SM CAP VAL-I | 2024-06-11 | 2025-03-11 | $13,114 | $13,200 | -$86 | -$86 | |
| 1868.363 ARTISAN INTL SM/MID-INST | 2024-08-20 | 2025-03-11 | $32,659 | $34,752 | -$2,093 | -$2,093 | |
| 106.959 BAIRD MIDCAP INST | 2024-06-11 | 2025-03-11 | $2,279 | $2,538 | -$259 | -$259 | |
| 381.291 BLACKROCK TOTAL RETURN-I | 2024-08-26 | 2025-03-11 | $3,760 | $3,866 | -$106 | -$106 | |
| 120. DIMENSIONAL INTERNATIONAL VA | 2023-11-14 | 2025-03-11 | $4,694 | $3,923 | $771 | $771 | |
| 649.731 DODGE & COX INCOME FUND | 2024-10-08 | 2025-03-11 | $8,239 | $8,310 | -$71 | -$71 | |
| 112.676 DOUBLELINE TOTAL RETURN BOND | 2024-08-26 | 2025-03-11 | $997 | $1,016 | -$19 | -$19 | |
| 549.246 DOUBLELINE TOTAL RETURN BOND | 2023-05-25 | 2025-03-11 | $4,861 | $4,844 | $17 | $17 | |
| 270.979 HARBOR MID CAP VALUE | 2024-06-11 | 2025-03-11 | $6,764 | $6,842 | -$78 | -$78 | |
| 1705.926 OAKMARK INTL SM CAP-R6 | 2025-03-11 | $33,539 | $23,342 | $10,197 | $10,197 | ||
| 84. ISHARES MSCI INTL QUALITY | 2023-04-19 | 2025-03-11 | $3,364 | $3,026 | $338 | $338 | |
| 141.167 MFS EMERGING MKTS DEBT FD-R6 | 2019-06-21 | 2025-03-11 | $1,704 | $2,078 | -$374 | -$374 | |
| 903.549 MERIDIAN SMALL CAP GROW-INSTL | 2024-06-11 | 2025-03-11 | $11,023 | $11,565 | -$542 | -$542 | |
| 540.454 PGIM HIGH YIELD FUND | 2019-06-21 | 2025-03-11 | $2,594 | $2,978 | -$384 | -$384 | |
| 1015.756 TOUCHSTONE MID CAP-R6 | 2025-03-11 | $53,205 | $45,437 | $7,768 | $7,768 | ||
| 451.171 ALLSPRING CORE BOND FUND | 2023-05-25 | 2025-03-11 | $4,985 | $4,958 | $27 | $27 | |
| 170.428 PZENA EMERG MKTS VALUE-INST | 2025-03-11 | 2025-08-26 | $2,493 | $2,159 | $334 | $334 | |
| 15906.395 BLACKROCK TOTAL RETURN-I | 2025-08-26 | $158,269 | $161,150 | -$2,881 | -$2,881 | ||
| 77. DIMENSIONAL INTERNATIONAL VA | 2023-11-14 | 2025-08-26 | $3,503 | $2,517 | $986 | $986 | |
| 8866.74 DOUBLELINE TOTAL RETURN BOND | 2025-08-26 | $78,825 | $77,613 | $1,212 | $1,212 | ||
| 276.727 SEAFARER OVERSEAS GROWTH & | 2021-03-24 | 2025-08-26 | $3,833 | $4,118 | -$285 | -$285 | |
| 264.014 WCM FOCUSED INTL GROWTH-INS | 2025-03-11 | 2025-08-26 | $7,012 | $6,067 | $945 | $945 | |
| 85. ISHARES CORE S&P 500 | 2024-11-19 | 2025-08-26 | $54,890 | $50,252 | $4,638 | $4,638 | |
| 25. ISHARES CORE MSCI DEV MKTS | 2025-03-11 | 2025-08-26 | $1,959 | $1,723 | $236 | $236 | |
| 218.901 LONGLEAF PARTNERS FDS TR | 2021-03-24 | 2025-08-26 | $3,934 | $4,054 | -$120 | -$120 | |
| 1896.492 MFS EMERGING MKTS DEBT FD-R6 | 2024-08-26 | 2025-08-26 | $23,441 | $23,175 | $266 | $266 | |
| 1902.46 MFS EMERGING MKTS DEBT FD-R6 | 2025-08-26 | $23,514 | $24,986 | -$1,472 | -$1,472 | ||
| 7789.041 PGIM HIGH YIELD FUND | 2024-10-08 | 2025-08-26 | $38,088 | $37,777 | $311 | $311 | |
| 4487.882 PGIM HIGH YIELD FUND | 2025-08-26 | $21,946 | $22,571 | -$625 | -$625 | ||
| 10649.594 ALLSPRING CORE BOND FUND | 2025-08-26 | $118,317 | $116,818 | $1,499 | $1,499 | ||
| 306.948 LONGLEAF PARTNERS FDS TR | 2025-03-11 | 2025-09-03 | $5,516 | $4,761 | $755 | $755 | |
| 2850.545 LONGLEAF PARTNERS FDS TR | 2025-09-03 | $51,224 | $49,107 | $2,117 | $2,117 | ||
| 594. AVANTIS US LARGE CAP VALUE | 2025-03-11 | 2025-09-23 | $43,104 | $38,404 | $4,700 | $4,700 | |
| 491.962 SEAFARER OVERSEAS GROWTH & | 2025-03-11 | 2025-09-23 | $7,069 | $5,879 | $1,190 | $1,190 | |
| 4717.787 SEAFARER OVERSEAS GROWTH & | 2025-09-23 | $67,795 | $53,212 | $14,583 | $14,583 | ||
| 100.323 WCM FOCUSED INTL GROWTH-INS | 2025-03-11 | 2025-09-23 | $2,764 | $2,305 | $459 | $459 | |
| 1838.496 WCM FOCUSED INTL GROWTH-INS | 2025-09-23 | $50,651 | $31,627 | $19,024 | $19,024 | ||
| 2292. ISHARES MSCI INTL QUALITY | 2025-09-23 | $101,246 | $81,757 | $19,489 | $19,489 | ||
| 13. WISDOMTREE U.S. QUALITY DIVI | 2025-09-23 | $1,163 | $1,076 | $87 | $87 | ||
| 1129. WISDOMTREE U.S. QUALITY DIVI | 2023-09-26 | 2025-09-23 | $101,005 | $71,902 | $29,103 | $29,103 | |
| 237. DIMENSIONAL INTERNATIONAL VA | 2025-09-23 | 2025-12-17 | $11,612 | $10,985 | $627 | $627 | |
| 187.123 DODGE & COX INCOME FUND | 2025-09-23 | 2025-12-17 | $2,423 | $2,431 | -$8 | -$8 | |
| 280.725 DODGE & COX INCOME FUND | 2024-10-08 | 2025-12-17 | $3,635 | $3,590 | $45 | $45 | |
| 24. ISHARES CORE S&P 500 | 2025-03-11 | 2025-12-17 | $16,161 | $13,523 | $2,638 | $2,638 | |
| 27. ISHARES CORE S&P 500 | 2024-11-19 | 2025-12-17 | $18,181 | $15,963 | $2,218 | $2,218 | |
| 17. ISHARES CORE MSCI DEV MKTS | 2025-09-23 | 2025-12-17 | $1,375 | $1,366 | $9 | $9 | |
| 382.283 PRUDENTIAL TOTAL RETURN BOND | 2025-12-17 | $4,652 | $4,650 | $2 | $2 | ||
| CAPITAL GAIN DIVIDENDS | $18,264 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,264 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,264 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,264 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,264 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,264 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,264 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,264 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,264 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,264 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,264 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,264 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,264 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,264 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,264 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,264 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,264 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,264 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,264 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,264 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,264 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,264 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,264 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,264 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,264 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,264 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,264 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,264 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,264 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,264 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,264 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,264 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,264 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,264 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,264 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,264 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,264 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,264 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,264 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,264 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,264 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,264 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,264 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,264 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,264 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,264 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,264 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $135,452 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,539 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,539 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,539 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,626 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,626 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $913 | 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 | DE | 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 | false | 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 | 4128075594 | 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 | $31,351 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,744,013 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $83,195 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,827,208 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,827,208 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $42,408 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,784,800 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $139,240 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $139,240 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,539 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,539 | TotalTaxAmt |
| Distributable Before Adj | $136,701 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $136,701 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $136,701 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $131,995 | 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 | $131,995 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $136,701 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $125,725 | 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 | $131,995 | QualifyingDistributionsAmt |
| Applied To Year1 | $125,725 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,270 | 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 | $130,431 | 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 | BAYHEALTH MEDICAL CENTER | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 640 SOUTH STATE STREET | AddressLine1Txt |
| City | MILFORD | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19963 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusCd |
| Grant Or Contribution Purpose | GENERAL SUPPORT | GrantOrContributionPurposeTxt |
| Amt | $125,725 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $125,725 | 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 | $73,848 | 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 | $135,452 | 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 | $209,300 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $209,300 | 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 | $39,610 | $59,542 |
| 464287200 ISHARES CORE S&P 500 | AT COST | $614,217 | $1,095,219 |
| 552746364 MFS EMERGING MKTS DE | |||
| 74440Y884 PGIM HIGH YIELD FUND | |||
| 97717X669 WISDOMTREE U.S. QUAL | |||
| 413838566 OAKMARK INTL SM CAP- | |||
| 543069405 LONGLEAF PARTNERS FD | |||
| 00770X675 PZENA EMERG MKTS VAL | AT COST | $54,787 | $73,973 |
| 256210105 DODGE & COX INCOME F | AT COST | $234,313 | $241,672 |
| 89154M702 TOUCHSTONE SANDS EM | AT COST | $58,303 | $72,019 |
| 89155T490 TOUCHSTONE MID CAP-R | |||
| 25434V807 DIMENSIONAL INTERNAT | AT COST | $103,238 | $131,187 |
| 258620566 DOUBLELINE TOTAL RET | |||
| 46429B267 ISHARES U S TREASURY | AT COST | $160,105 | $161,129 |
| 46434V456 ISHARES MSCI INTL QU | |||
| 94987W794 ALLSPRING CORE BOND | |||
| 00171A852 AMG RR SM CAP VAL-I | AT COST | $33,861 | $32,936 |
| 04314H576 ARTISAN INTL SM/MID- | |||
| 057071813 BAIRD MIDCAP INST | AT COST | $45,958 | $36,935 |
| 09252M883 BLACKROCK TOTAL RETU | |||
| 411512460 HARBOR MID CAP VALUE | AT COST | $39,228 | $42,677 |
| 589619824 MERIDIAN SMALL CAP G | AT COST | $34,505 | $33,723 |
| 025072349 AVANTIS US LARGE CAP | AT COST | $45,968 | $53,872 |
| 02631W607 AMER FND MULTI-SEC I | AT COST | $128,660 | $128,660 |
| 092528603 ISHARES FLEXIBLE INC | AT COST | $90,111 | $89,603 |
| 37954Y632 GLOBAL X ART INTEL & | AT COST | $135,111 | $138,339 |
| 46138E800 INVESCO CHINA TECHNO | AT COST | $71,938 | $65,988 |
| 46435G326 ISHARES CORE MSCI DE | AT COST | $105,798 | $119,431 |
| 52107V229 LAZARD INTL QLTY GRW | AT COST | $66,075 | $62,386 |
| 74440B884 PRUDENTIAL TOTAL RET | AT COST | $199,087 | $200,736 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ROC ON CY SALES | $6 |
| ROUNDING | $3 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MUTUAL FUND TIMING ADJ | Desc |
| Amt | $815 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $822 | $822 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $1,114 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $1,626 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $438 | $438 | $0 |
Comments