CHILDRENS BUREAU OF DEL T/W H F B 3740: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- CHILDRENS BUREAU OF DEL T/W H F B 3740 (EIN 51-6010407)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-08
- IRS object ID
- 202631289349100313
- 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 Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-08T16:01:38-05:00 | 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 | 516010407 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHILDREN'S BUREAU OF DEL TW H F B 3740 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHIL | BusinessNameControlTxt |
| Phone | 4127683716 | 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 | 4127683716 | PhoneNum |
| Signature | 2026-03-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAWRENCE MCGUIRE | PreparerPersonNm |
| PTIN | P01233953 | PTIN |
| Phone | 4123556000 | PhoneNum |
| Preparation | 2026-03-31 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,851,510 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $114,970 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $114,222 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $409,417 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,335,052 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $409,417 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $8,514 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $532,901 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $523,639 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $47,562 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $38,050 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $9,512 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,801 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,699 | 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 | $50,363 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $39,749 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,512 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $197,346 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $197,346 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $247,709 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $39,749 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $206,858 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $285,192 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $483,890 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | -$310 | CashEOYAmt |
| Cash EOYFMV | -$310 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $110,134 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $123,596 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $123,596 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $243,599 | CorporateStockBOYAmt |
| Corporate Stock EOY | $250,397 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $529,866 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $3,337,590 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,602,477 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,198,358 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,691,323 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,976,160 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,851,510 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,691,323 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,976,160 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,691,323 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,976,160 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,691,323 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,976,160 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,691,323 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $285,192 | ExcessRevenueOverExpensesAmt |
| Other Increases | $28 | OtherIncreasesAmt |
| Subtotal | $3,976,543 | SubtotalAmt |
| Other Decreases | $383 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,976,160 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (90 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 1278. ISHARES MSCI USA MIN VOL FACTOR | 2023-10-05 | 2025-01-29 | $117,291 | $91,441 | $25,850 | $25,850 | |
| 34. ISHARES CORE S&P 500 | 2023-07-24 | 2025-02-03 | $20,426 | $15,535 | $4,891 | $4,891 | |
| 386. ISHARES CORE S&P MID-CAP ETF | 2017-01-30 | 2025-02-03 | $24,759 | $12,929 | $11,830 | $11,830 | |
| 14. MCDONALD'S CORP | 2022-11-22 | 2025-03-25 | $4,292 | $3,843 | $449 | $449 | |
| 32. PEPSICO INC | 2023-09-06 | 2025-03-25 | $4,666 | $5,588 | -$922 | -$922 | |
| 18. UNITEDHEALTH GROUP INC | 2025-05-16 | $5,009 | $5,097 | -$88 | -$88 | ||
| 3001.647 ARTISAN INTL SM/MID-INST | 2024-12-10 | 2025-07-10 | $59,733 | $54,660 | $5,073 | $5,073 | |
| 5760.183 BAIRD AGGREGATE BOND FUND | 2017-01-30 | 2025-07-10 | $56,565 | $61,633 | -$5,068 | -$5,068 | |
| 13. BROADCOM INC | 2025-07-10 | $3,567 | $354 | $3,213 | $3,213 | ||
| 1. BROADCOM INC | 2019-02-11 | 2025-07-10 | $275 | $27 | $248 | $248 | |
| 1794.886 DOUBLELINE TOTAL RETURN BOND | 2023-05-30 | 2025-07-10 | $15,795 | $15,957 | -$162 | -$162 | |
| 109.579 OAKMARK INTL SM CAP-R6 | 2024-07-12 | 2025-07-10 | $2,553 | $2,185 | $368 | $368 | |
| 2644.682 OAKMARK INTL SM CAP-R6 | 2023-07-24 | 2025-07-10 | $61,621 | $50,725 | $10,896 | $10,896 | |
| 24. ILLINOIS TOOL WORKS INC | 2025-07-10 | $6,319 | $5,949 | $370 | $370 | ||
| 1712. ISHARES CORE S&P MID-CAP ETF | 2017-01-30 | 2025-07-10 | $109,722 | $57,345 | $52,377 | $52,377 | |
| 370. ISHARES CORE S&P SMALL CAP ETF | 2017-01-30 | 2025-07-10 | $42,266 | $25,135 | $17,131 | $17,131 | |
| 165. ISHARES MSCI EAFE VALUE | 2023-07-24 | 2025-07-10 | $10,573 | $8,378 | $2,195 | $2,195 | |
| 146. ISHARES CORE MSCI EMERGING | 2017-01-30 | 2025-07-10 | $8,779 | $6,580 | $2,199 | $2,199 | |
| 302. ISHARES MSCI INTL QUALITY | 2023-05-30 | 2025-07-10 | $13,083 | $10,670 | $2,413 | $2,413 | |
| 286.794 LONGLEAF PARTNERS FDS TR | 2023-10-05 | 2025-07-10 | $5,125 | $4,247 | $878 | $878 | |
| 10. PHILIP MORRIS INTERNAT-W/I | 2021-06-14 | 2025-07-10 | $1,781 | $999 | $782 | $782 | |
| 5. QUANTA SVCS INC | 2025-07-10 | $1,892 | $282 | $1,610 | $1,610 | ||
| 38. WISDOMTREE U.S. QUALITY DIVI | 2023-10-05 | 2025-07-10 | $3,251 | $2,378 | $873 | $873 | |
| 20892.524 BAIRD AGGREGATE BOND FUND | 2025-09-08 | $209,134 | $213,842 | -$4,708 | -$4,708 | ||
| 1403.749 BLACKROCK TOTAL RETURN-I | 2025-07-10 | 2025-09-08 | $14,136 | $13,855 | $281 | $281 | |
| 26310.552 BLACKROCK TOTAL RETURN-I | 2024-08-27 | 2025-09-08 | $264,947 | $266,789 | -$1,842 | -$1,842 | |
| 15542.55 DOUBLELINE TOTAL RETURN BOND | 2025-09-08 | $139,417 | $137,973 | $1,444 | $1,444 | ||
| 1421. ISHARES MSCI EAFE VALUE | 2023-07-24 | 2025-09-08 | $95,889 | $72,151 | $23,738 | $23,738 | |
| 5114.729 LONGLEAF PARTNERS FDS TR | 2025-09-08 | $93,293 | $76,148 | $17,145 | $17,145 | ||
| 2928.279 MFS EMERGING MKTS DEBT FD-R6 | 2025-07-10 | 2025-09-08 | $36,516 | $35,725 | $791 | $791 | |
| 3614.708 MFS EMERGING MKTS DEBT FD-R6 | 2025-09-08 | $45,075 | $41,285 | $3,790 | $3,790 | ||
| 12028.26 PGIM HIGH YIELD FUND | 2025-09-08 | $59,059 | $58,035 | $1,024 | $1,024 | ||
| 9166.403 PGIM HIGH YIELD FUND | 2025-09-08 | $45,007 | $41,930 | $3,077 | $3,077 | ||
| 15. ACCENTURE PLC CLASS A | 2025-09-19 | $3,582 | $2,884 | $698 | $698 | ||
| 33. EASTMAN CHEM CO | 2025-10-01 | $2,042 | $3,645 | -$1,603 | -$1,603 | ||
| 980. AVANTIS US LARGE CAP VALUE | 2025-07-10 | 2025-11-10 | $71,864 | $68,531 | $3,333 | $3,333 | |
| 67.74 HARDING LOEVNER INTERNATIONAL | 2025-07-10 | 2025-11-10 | $2,068 | $1,915 | $153 | $153 | |
| 6396.811 HARDING LOEVNER INTERNATIONAL | 2025-11-10 | $195,295 | $110,672 | $84,623 | $84,623 | ||
| 60. ISHARES CORE S&P 500 | 2023-07-24 | 2025-11-10 | $41,054 | $27,415 | $13,639 | $13,639 | |
| 1375. ISHARES CORE MSCI EMERGING | 2017-01-30 | 2025-11-10 | $93,995 | $61,971 | $32,024 | $32,024 | |
| 190. ISHARES MSCI INTL QUALITY | 2025-01-29 | 2025-11-10 | $8,501 | $7,372 | $1,129 | $1,129 | |
| 3497. ISHARES MSCI INTL QUALITY | 2025-11-10 | $156,456 | $123,379 | $33,077 | $33,077 | ||
| 1874. WISDOMTREE U.S. QUALITY DIVI | 2023-10-05 | 2025-11-10 | $166,524 | $117,294 | $49,230 | $49,230 | |
| 19. LAM RESEARCH CORP | 2025-11-13 | $2,921 | $578 | $2,343 | $2,343 | ||
| 7. SOLSTICE ADV MATERIALS INC | 2025-11-13 | $326 | $309 | $17 | $17 | ||
| CAPITAL GAIN DIVIDENDS | $8,608 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,608 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,608 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,608 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,608 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,608 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,608 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,608 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,608 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,608 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,608 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,608 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,608 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,608 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,608 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,608 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,608 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,608 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,608 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,608 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,608 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,608 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,608 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,608 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,608 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,608 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,608 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,608 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,608 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,608 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,608 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,608 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,608 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,608 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,608 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,608 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,608 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,608 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,608 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,608 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,608 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,608 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,608 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,608 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,608 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $409,417 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,726 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,726 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,726 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,206 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,206 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $4,520 | 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 | 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 | 4127683716 | 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 | $47,562 | 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 | $4,458,644 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $63,817 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,522,461 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,522,461 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $67,837 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,454,624 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $222,731 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $222,731 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,726 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,726 | TotalTaxAmt |
| Distributable Before Adj | $216,005 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $216,005 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $216,005 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $206,858 | 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 | $206,858 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $216,005 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $197,346 | 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 | $206,858 | QualifyingDistributionsAmt |
| Applied To Year1 | $197,346 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $9,512 | 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 | $206,493 | 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 | CHILDREN AND FAMILIES FIRST INC | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2005 BAYNARD BLVD | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19802 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusCd |
| Grant Or Contribution Purpose | SUPPORT TO HELP FAMILIES | GrantOrContributionPurposeTxt |
| Amt | $197,346 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $197,346 | 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 | $114,970 | 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 | $409,417 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $8,514 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $532,901 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $532,901 | 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 Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (61 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 172908105 CINTAS CORP | $2,037 | $6,206 |
| 437076102 HOME DEPOT INC | $4,549 | $7,226 |
| 532457108 ELI LILLY & CO | $1,778 | $13,971 |
| 594918104 MICROSOFT CORP | $9,612 | $39,657 |
| 617446448 MORGAN STANLEY | $2,636 | $7,634 |
| 620076307 MOTOROLA SOLUTIONS I | $1,819 | $4,217 |
| 742718109 PROCTER & GAMBLE CO | $3,163 | $4,299 |
| 863667101 STRYKER CORP | $2,594 | $3,866 |
| 874039100 TAIWAN SEMICONDUCTOR | $2,373 | $6,989 |
| 879360105 TELEDYNE TECHNOLOGIE | $4,462 | $5,618 |
| 74762E102 QUANTA SVCS INC | $1,094 | $6,331 |
| 00287Y109 ABBVIE INC | $2,238 | $5,712 |
| 02079K305 ALPHABET INC/CA-CL A | $6,324 | $40,377 |
| 11135F101 BROADCOM INC | $1,839 | $23,189 |
| 22160K105 COSTCO WHOLESALE COR | $1,832 | $6,899 |
| 30303M102 META PLATFORMS INC | $7,445 | $21,123 |
| 46625H100 JPMORGAN CHASE & CO | $3,390 | $14,500 |
| 58933Y105 MERCK & CO INC | $4,268 | $5,474 |
| 78409V104 S&P GLOBAL INC | $1,222 | $5,748 |
| 91324P102 UNITEDHEALTH GROUP I | ||
| 92826C839 VISA INC | $2,082 | $8,417 |
| 92939U106 WEC ENERGY GROUP INC | $1,130 | $3,058 |
| G1151C101 ACCENTURE PLC CLASS | ||
| 002824100 ABBOTT LABORATORIES | $6,177 | $6,390 |
| 023135106 AMAZON COM INC | $11,063 | $24,929 |
| 037833100 APPLE INC | $7,126 | $37,245 |
| 053332102 AUTOZONE INC | $778 | $3,392 |
| 060505104 BANK OF AMERICA CORP | $4,750 | $9,075 |
| 09260D107 BLACKSTONE INC | $4,819 | $5,241 |
| 30231G102 EXXON MOBIL CORP | $3,609 | $8,303 |
| 57636Q104 MASTERCARD INC CL A | $5,885 | $10,276 |
| 718172109 PHILIP MORRIS INTERN | $4,320 | $6,897 |
| 166764100 CHEVRON CORPORATION | $4,041 | $3,963 |
| 35137L105 FOX CORP - CLASS A - | $1,913 | $3,580 |
| 580135101 MCDONALD'S CORP | ||
| 101137107 BOSTON SCIENTIFIC CO | $3,306 | $5,816 |
| 127387108 CADENCE DESIGN SYSTE | $5,205 | $6,877 |
| 438516106 HONEYWELL INTL INC | $4,938 | $5,463 |
| 452308109 ILLINOIS TOOL WORKS | ||
| 713448108 PEPSICO INC | ||
| 81762P102 SERVICE NOW INC | $5,217 | $6,128 |
| 872540109 TJX COMPANIES INC NE | $3,247 | $6,144 |
| H1467J104 CHUBB LTD | $3,995 | $6,242 |
| 049560105 ATMOS ENERGY CORP | $3,862 | $5,699 |
| 09290D101 BLACKROCK FUNDING IN | $3,751 | $6,422 |
| 254687106 DISNEY WALT CO | $4,000 | $3,754 |
| 277432100 EASTMAN CHEM CO | ||
| 443510607 HUBBELL INC | $4,560 | $5,329 |
| 512807306 LAM RESEARCH CORP | $1,538 | $8,730 |
| 571903202 MARRIOTT INTERNATION | $3,882 | $4,964 |
| 67066G104 NVIDIA CORP | $34,323 | $46,439 |
| 754730109 RAYMOND JAMES FINANC | $4,467 | $4,818 |
| 824348106 SHERWIN-WILLIAMS CO | $4,549 | $3,888 |
| 893641100 TRANSDIGM GROUP INC | $5,345 | $5,319 |
| G54950103 NEW LINDE PLC | $4,294 | $3,838 |
| 144285103 CARPENTER TECHNOLOGY | $2,750 | $3,463 |
| 147528103 CASEYS GENERAL STORE | $4,645 | $6,080 |
| 36828A101 GE VERNOVA LLC | $5,320 | $6,536 |
| 58155Q103 MCKESSON CORPORATION | $4,302 | $4,922 |
| 75513E101 RTX CORPORATION | $5,820 | $7,336 |
| V7780T103 ROYAL CARIBBEAN CRUI | $4,713 | $5,857 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (29 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 256210105 DODGE & COX INCOME F | AT COST | $412,596 | $404,830 |
| 412295107 HARDING LOEVNER INTE | |||
| 464287507 ISHARES CORE S&P MID | AT COST | $84,098 | $146,124 |
| 464287804 ISHARES CORE S&P SMA | AT COST | $69,209 | $121,983 |
| 46434G103 ISHARES CORE MSCI EM | AT COST | $170,758 | $239,370 |
| 057071854 BAIRD AGGREGATE BOND | |||
| 258620566 DOUBLELINE TOTAL RET | |||
| 413838566 OAKMARK INTL SM CAP- | |||
| 464287200 ISHARES CORE S&P 500 | AT COST | $863,963 | $1,281,523 |
| 464288877 ISHARES MSCI EAFE VA | |||
| 46429B267 ISHARES U S TREASURY | AT COST | $257,340 | $257,627 |
| 46429B697 ISHARES MSCI USA MIN | |||
| 46434V456 ISHARES MSCI INTL QU | |||
| 543069405 LONGLEAF PARTNERS FD | |||
| 552746364 MFS EMERGING MKTS DE | |||
| 74440Y884 PGIM HIGH YIELD FUND | |||
| 97717X669 WISDOMTREE U.S. QUAL | |||
| 04314H576 ARTISAN INTL SM/MID- | |||
| 09252M883 BLACKROCK TOTAL RETU | |||
| 025072349 AVANTIS US LARGE CAP | AT COST | $80,838 | $87,590 |
| 02631W607 AMER FND MULTI-SEC I | AT COST | $211,520 | $209,971 |
| 092528603 ISHARES FLEXIBLE INC | AT COST | $141,299 | $140,104 |
| 25434V807 DIMENSIONAL INTERNAT | AT COST | $212,065 | $229,590 |
| 37954Y632 GLOBAL X ART INTEL & | AT COST | $246,145 | $240,466 |
| 46138E800 INVESCO CHINA TECHNO | AT COST | $121,593 | $113,100 |
| 461418444 WCM FOCUSED INTL GRO | AT COST | $107,830 | $99,400 |
| 46435G326 ISHARES CORE MSCI DE | AT COST | $186,368 | $196,550 |
| 52107V229 LAZARD INTL QLTY GRW | AT COST | $107,830 | $102,718 |
| 74440B884 PRUDENTIAL TOTAL RET | AT COST | $329,025 | $327,412 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| MUTUAL FUND TIMING ADJ | $280 |
| ROC ON CY SALES | $7 |
| PY RETURN OF CAPITAL ADJUSTMENT | $96 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Revenue And Expenses Per Books | $8,514 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT | Desc |
| Amt | $28 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,058 | $1,058 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $1,102 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $641 | $641 | $0 |
Comments