KATHERINE E FAWCETT CHARITABLE FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- KATHERINE E FAWCETT CHARITABLE FOUNDATION (EIN 90-1247737)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-08
- IRS object ID
- 202631289349103823
- 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
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-08T17:01:39-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 920460586 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PWC US TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 GRANT STREET 45TH FLOOR | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 901247737 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KATHERINE E FAWCETT CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FAWC | BusinessNameControlTxt |
| Phone | 4122094730 | 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 | 4122094730 | PhoneNum |
| Signature | 2026-04-06 | 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 | 2026-04-06 | 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 | $8,426,067 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $217,229 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $217,005 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $325,592 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,052,034 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $325,592 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $542,821 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $542,597 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $72,581 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $58,065 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $14,516 | 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 | $11,330 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,904 | 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 | $83,911 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $60,969 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $14,516 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $358,779 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $358,779 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $442,690 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $60,969 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $373,295 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $100,131 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $481,628 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $308,221 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $224,576 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $224,576 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| US Government Obligations BOY | $149,332 | USGovernmentObligationsBOYAmt |
| Other Investments BOY | $5,938,499 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,272,517 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,201,491 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,396,052 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,497,093 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,426,067 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $6,396,052 | CapitalStockBOYAmt |
| Capital Stock EOY | $6,497,093 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,396,052 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,497,093 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,396,052 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,497,093 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,396,052 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $100,131 | ExcessRevenueOverExpensesAmt |
| Other Increases | $980 | OtherIncreasesAmt |
| Subtotal | $6,497,163 | SubtotalAmt |
| Other Decreases | $70 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,497,093 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (100 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 12049.19 DODGE & COX INCOME FUND | 2024-08-20 | 2025-01-15 | $148,687 | $157,261 | -$8,574 | -$8,574 | |
| 185. ISHARES MSCI USA QUALITY FACTOR | 2024-11-11 | 2025-01-15 | $33,110 | $34,123 | -$1,013 | -$1,013 | |
| 905. ISHARES MSCI USA QUALITY FACTOR | 2023-03-03 | 2025-01-15 | $161,970 | $108,497 | $53,473 | $53,473 | |
| 2952.557 MFS EMERGING MKTS DEBT FD-R6 | 2018-07-24 | 2025-01-15 | $35,224 | $41,718 | -$6,494 | -$6,494 | |
| 7668.36 VANGUARD TOTAL BD MKT INDX 584 | 2019-08-28 | 2025-01-15 | $72,466 | $86,039 | -$13,573 | -$13,573 | |
| 650. WISDOMTREE U.S. QUALITY DIVI | 2024-08-01 | 2025-01-15 | $53,125 | $51,519 | $1,606 | $1,606 | |
| 855. WISDOMTREE U.S. QUALITY DIVI | 2020-06-26 | 2025-01-15 | $69,880 | $42,788 | $27,092 | $27,092 | |
| 6394.089 ARTISAN INTL SM/MID-INST | 2024-09-11 | 2025-03-13 | $111,321 | $116,820 | -$5,499 | -$5,499 | |
| 16449.929 BLACKROCK HIGH YIELD PORTFOLIO | 2024-07-12 | 2025-03-13 | $115,972 | $116,630 | -$658 | -$658 | |
| 5810.446 BLACKROCK HIGH YIELD PORTFOLIO | 2024-11-07 | 2025-03-13 | $40,964 | $41,719 | -$755 | -$755 | |
| 9269.129 SEAFARER OVERSEAS GROWTH & | 2019-08-27 | 2025-03-13 | $111,137 | $102,424 | $8,713 | $8,713 | |
| 4864.064 MOERUS WORLDWIDE VALUE FUND | 2024-04-16 | 2025-03-13 | $80,841 | $73,739 | $7,102 | $7,102 | |
| 1957.163 AMG RR SM CAP VAL-I | 2022-05-03 | 2025-04-21 | $28,281 | $28,203 | $78 | $78 | |
| 279.1 BARON SMALL CAP FUND | 2024-10-15 | 2025-04-21 | $7,625 | $10,642 | -$3,017 | -$3,017 | |
| 1195. ISHARES RUSSELL MID-CAP GROWTH | 2024-12-12 | 2025-04-21 | $132,746 | $161,218 | -$28,472 | -$28,472 | |
| 970.963 T ROWE PR MID-CAP VALUE-I | 2024-05-22 | 2025-04-21 | $26,740 | $33,071 | -$6,331 | -$6,331 | |
| 4626.977 T ROWE PR MID-CAP VALUE-I | 2022-05-03 | 2025-04-21 | $127,427 | $154,701 | -$27,274 | -$27,274 | |
| 8113.401 BAIRD AGGREGATE BOND FUND | 2020-01-08 | 2025-06-30 | $79,917 | $91,031 | -$11,114 | -$11,114 | |
| 150000. USA TREASURY NOTES | 2023-07-20 | 2025-06-30 | $150,000 | $149,332 | $668 | $668 | |
| 7958.398 TOUCHSTONE SANDS EM GR-R6 | 2019-08-27 | 2025-07-21 | $129,881 | $102,743 | $27,138 | $27,138 | |
| 203.176 ISHARES S&P 500 INDEX FUND | 2025-01-15 | 2025-07-31 | $150,791 | $141,498 | $9,293 | $9,293 | |
| 5890. ISHARES MSCI INTL QUALITY | 2023-04-27 | 2025-07-31 | $246,434 | $215,601 | $30,833 | $30,833 | |
| 3888.878 BARON SMALL CAP FUND | 2024-10-15 | 2025-08-12 | $128,800 | $148,283 | -$19,483 | -$19,483 | |
| 2931.446 DODGE & COX INTERNATIONAL | 2024-11-07 | 2025-08-18 | $185,385 | $159,500 | $25,885 | $25,885 | |
| 1685.952 PRINCIPAL MIDCAP FUND-R6 | 2024-09-11 | 2025-08-19 | $80,049 | $73,946 | $6,103 | $6,103 | |
| 2390. WISDOMTREE U.S. QUALITY DIVI | 2020-06-26 | 2025-09-23 | $213,305 | $105,877 | $107,428 | $107,428 | |
| 9150.746 SEAFARER OVERSEAS GROWTH & | 2025-07-31 | 2025-09-25 | $129,666 | $122,620 | $7,046 | $7,046 | |
| 9767.967 MFS EMERGING MKTS DEBT FD-R6 | 2018-07-24 | 2025-09-25 | $122,197 | $125,480 | -$3,283 | -$3,283 | |
| 23841.004 PGIM HIGH YIELD FUND | 2025-03-13 | 2025-09-25 | $116,344 | $113,960 | $2,384 | $2,384 | |
| 52.012 ISHARES S&P 500 INDEX FUND | 2023-04-04 | 2025-09-29 | $40,649 | $25,000 | $15,649 | $15,649 | |
| 9356.201 DOUBLELINE TOTAL RETURN BOND | 2023-06-13 | 2025-09-29 | $83,738 | $82,428 | $1,310 | $1,310 | |
| 884.886 PRINCIPAL MIDCAP FUND-R6 | 2024-09-11 | 2025-09-29 | $41,864 | $38,811 | $3,053 | $3,053 | |
| 28387.278 DOUBLELINE TOTAL RETURN BOND | 2024-11-07 | 2025-10-01 | $253,498 | $246,064 | $7,434 | $7,434 | |
| 6767.522 DOUBLELINE TOTAL RETURN BOND | 2023-06-13 | 2025-10-01 | $60,434 | $59,622 | $812 | $812 | |
| 10935.908 BAIRD AGGREGATE BOND FUND | 2007-09-26 | 2025-10-09 | $109,031 | $114,558 | -$5,527 | -$5,527 | |
| 318.904 ISHARES S&P 500 INDEX FUND | 2025-01-15 | 2025-10-09 | $251,357 | $219,061 | $32,296 | $32,296 | |
| 46.299 ISHARES S&P 500 INDEX FUND | 2025-08-19 | 2025-10-09 | $36,492 | $34,778 | $1,714 | $1,714 | |
| .223 ISHARES S&P 500 INDEX FUND | 2024-09-11 | 2025-10-09 | $176 | $145 | $31 | $31 | |
| 475. ISHARES CORE MSCI EMERGING | 2025-07-21 | 2025-10-09 | $31,934 | $29,240 | $2,694 | $2,694 | |
| 105.779 ISHARES S&P 500 INDEX FUND | 2025-03-13 | 2025-10-23 | $83,435 | $67,538 | $15,897 | $15,897 | |
| 1990. ISHARES CORE MSCI EAFE ETF | 2025-07-31 | 2025-10-23 | $175,781 | $163,837 | $11,944 | $11,944 | |
| 713.215 PRINCIPAL MIDCAP FUND-R6 | 2024-09-11 | 2025-10-23 | $33,029 | $31,282 | $1,747 | $1,747 | |
| 319. ISHARES CORE S&P 500 | 2025-09-23 | 2025-11-04 | $216,726 | $213,728 | $2,998 | $2,998 | |
| 518.909 PRINCIPAL MIDCAP FUND-R6 | 2025-04-21 | 2025-11-04 | $23,501 | $21,592 | $1,909 | $1,909 | |
| 267.247 PRINCIPAL MIDCAP FUND-R6 | 2024-09-11 | 2025-11-04 | $12,104 | $11,721 | $383 | $383 | |
| 818.048 PZENA EMERG MKTS VALUE-INST | 2023-09-11 | 2025-11-07 | $12,737 | $10,160 | $2,577 | $2,577 | |
| 2755. ISHARES MSCI EAFE VALUE | 2025-08-18 | 2025-11-21 | $187,568 | $184,817 | $2,751 | $2,751 | |
| 6552.892 VANGUARD TOTAL BD MKT INDX 584 | 2025-04-21 | 2025-12-03 | $64,284 | $62,318 | $1,966 | $1,966 | |
| 2979.346 VANGUARD TOTAL BD MKT INDX 584 | 2025-10-09 | 2025-12-03 | $29,227 | $29,138 | $89 | $89 | |
| 16466.73 VANGUARD TOTAL BD MKT INDX 584 | 2019-08-28 | 2025-12-03 | $161,539 | $168,953 | -$7,414 | -$7,414 | |
| CAPITAL GAIN DIVIDENDS | $52,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $52,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $52,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $52,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $52,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $52,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $52,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $52,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $52,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $52,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $52,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $52,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $52,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $52,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $52,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $52,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $52,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $52,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $52,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $52,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $52,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $52,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $52,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $52,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $52,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $52,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $52,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $52,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $52,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $52,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $52,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $52,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $52,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $52,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $52,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $52,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $52,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $52,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $52,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $52,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $52,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $52,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $52,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $52,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $52,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $52,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $52,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $52,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $52,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $52,645 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $325,592 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,695 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,695 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,695 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,247 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $5,247 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,448 | 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 | 4122094730 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 FIRST AVE P7-PFSC-03-Z | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PNC BANK N A | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 FIRST AVE P7-PFSC-03-Z | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $72,581 | 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 | $7,784,223 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $292,757 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,076,980 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,076,980 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $121,155 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,955,825 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $397,791 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $397,791 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,695 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,695 | TotalTaxAmt |
| Distributable Before Adj | $391,096 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $391,096 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $391,096 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $373,295 | 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 | $373,295 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $391,096 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $358,778 | 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 | $373,295 | QualifyingDistributionsAmt |
| Applied To Year1 | $358,778 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $14,517 | 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 | $376,579 | 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 (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| LAKE LYNN COMMUNITY CHURCH | ||||||||
| PO BOX 4 | POINT MARION | PA | 154740004 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| SALVATION ARMY OF PHILADELPHIA | ||||||||
| 440 WEST NYACK ROAD | WEST MYACK | NY | 10994 | NONE | PC | GENERAL SUPPORT IN PA | $17,939 | |
| FRIENDSHIP COMMUNITY CHURCH | ||||||||
| 1090 WEIRICH AVE | WASHINGTON | PA | 15301 | NONE | PC | GENERAL SUPPORT | $35,878 | |
| WASHINGTON HOSPITAL | ||||||||
| 155 WILSON AVENUE | WASHINGTON | PA | 15301 | NONE | PC | GENERAL SUPPORT | $7,686 | |
| FIRST UNITED METHODIST CHURCH | ||||||||
| 29 NORTH COLLEGE STREET | WASHINGTON | PA | 153016711 | NONE | PC | GENERAL SUPPORT | $35,878 | OF WASHINGTON |
| FAIRHILL MANOR CHRISTIAN CHURCH | ||||||||
| 351 MONTGOMERY AVENUE | WASHINGTON | PA | 15301 | NONE | PC | GENERAL SUPPORT | $17,939 | |
| LIBERTY UNITED METHODIST CHURCH | ||||||||
| 1330 BANETOWN ROAD | WASHINGTON | PA | 15301 | NONE | PC | GENERAL SUPPORT | $11,529 | |
| WASHINGTON HEALTH SYSTEM FDN | ||||||||
| 155 WILSON AVE | WASHINGTON | PA | 15301 | NONE | PC | GENERAL SUPPORT | $10,253 | |
| CHILDRENS HOSPITAL OF PITTSBURGH FDN | ||||||||
| 4401 PENN AVENUE CENTRAL PLANT | PITTSBURGH | PA | 152241334 | NONE | PC | GENERAL SUPPORT | $35,878 | |
| SHRINERS HOSPITAL FOR CHILDREN | ||||||||
| 2900 ROCKY POINT DR | TAMPA | FL | 33607 | NONE | PC | GENERAL SUPPORT | $176,889 | |
| LIBERTY CHAPEL GMC | ||||||||
| 1330 BANETOWN ROAD | WASHINGTON | PA | 15301 | NONE | PC | GENERAL SUPPORT | $6,410 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $358,779 | 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 | $217,229 | 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 | $325,592 | 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 | $542,821 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $542,821 | 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 (35 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 317609295 SEAFARER OVERSEAS GR | |||
| 461418444 WCM FOCUSED INTL GRO | AT COST | $272,846 | $324,405 |
| 552746364 MFS EMERGING MKTS DE | |||
| 921937603 VANGUARD TOTAL BD MK | |||
| 97717X669 WISDOMTREE U.S. QUAL | |||
| 057071854 BAIRD AGGREGATE BOND | AT COST | $385,251 | $380,102 |
| 066922204 ISHARES S&P 500 INDE | AT COST | $1,618,157 | $3,333,450 |
| 00171A852 AMG RR SM CAP VAL-I | AT COST | $106,673 | $111,410 |
| 00770X675 PZENA EMERG MKTS VAL | AT COST | $108,890 | $165,269 |
| 77957Y403 T ROWE PR MID-CAP VA | |||
| 89154M702 TOUCHSTONE SANDS EM | |||
| 258620566 DOUBLELINE TOTAL RET | |||
| 46432F339 ISHARES MSCI USA QUA | |||
| 46434V456 ISHARES MSCI INTL QU | |||
| 72201F490 PIMCO INCOME FUND | AT COST | $237,359 | $246,567 |
| 04314H576 ARTISAN INTL SM/MID- | |||
| 068278803 BARON SMALL CAP FUND | |||
| 09260B630 BLACKROCK HIGH YIELD | |||
| 25434V807 DIMENSIONAL INTERNAT | AT COST | $334,031 | $393,961 |
| 256206103 DODGE & COX INTERNAT | |||
| 256210105 DODGE & COX INCOME F | AT COST | $549,861 | $551,015 |
| 464287481 ISHARES RUSSELL MID- | |||
| 66538H880 MOERUS WORLDWIDE VAL | |||
| 74256W584 PRINCIPAL MIDCAP FUN | AT COST | $156,484 | $161,373 |
| 02631W607 AMER FND MULTI-SEC I | AT COST | $170,705 | $170,452 |
| 092528603 ISHARES FLEXIBLE INC | AT COST | $170,025 | $168,864 |
| 25264S544 DIAMOND HILL SHORT D | AT COST | $242,640 | $241,754 |
| 37954Y632 GLOBAL X ART INTEL & | AT COST | $338,608 | $334,659 |
| 411512460 HARBOR MID CAP VALUE | AT COST | $127,850 | $124,232 |
| 46138E800 INVESCO CHINA TECHNO | AT COST | $132,307 | $118,040 |
| 464287648 ISHARES RUSSELL 2000 | AT COST | $126,065 | $138,894 |
| 46434G103 ISHARES CORE MSCI EM | AT COST | $215,925 | $253,083 |
| 46435G326 ISHARES CORE MSCI DE | AT COST | $384,217 | $391,780 |
| 74440B884 PRUDENTIAL TOTAL RET | AT COST | $339,833 | $339,063 |
| 922020839 VANGUARD CORE BOND F | AT COST | $254,790 | $253,118 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| ROC ON CY SALES | $5 |
| PY RETURN OF CAPITAL ADJUSTMENT | $58 |
| ROUNDING | $7 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MUTUAL FUND TIMING ADJ | Desc |
| Amt | $980 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,811 | $1,811 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $3,179 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $5,247 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $1,093 | $1,093 | $0 |
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