GERTRUDE WEINERT MEMORIAL SCH FD: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- GERTRUDE WEINERT MEMORIAL SCH FD (EIN 81-2285860)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-08
- IRS object ID
- 202631289349100443
- Schema version
- 2025v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Investments Other Schedule2
- Other Decreases Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-08T15:01:37-05:00 | 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 | 812285860 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GERTRUDE WEINERT MEMORIAL SCH FD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WEIN | BusinessNameControlTxt |
| Phone | 4122094802 | 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 | 4122094802 | PhoneNum |
| Signature | 2026-04-29 | 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 | 2026-04-29 | 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 | $4,315,420 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $110,098 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $109,708 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $197,116 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,740,773 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $197,116 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $307,214 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $306,824 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $43,880 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $26,328 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $17,552 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $8,575 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $8,575 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,557 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,798 | 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 | $58,012 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $28,126 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $26,127 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $189,655 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $189,655 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $247,667 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $28,126 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $215,782 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $59,547 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $278,698 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $216,341 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $201,903 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $201,903 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $3,188,400 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,263,438 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,113,517 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,404,741 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,465,341 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,315,420 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,404,741 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,465,341 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,404,741 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,465,341 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,404,741 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,465,341 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,404,741 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $59,547 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,060 | OtherIncreasesAmt |
| Subtotal | $3,465,348 | SubtotalAmt |
| Other Decreases | $7 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,465,341 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (106 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 1150.518 AMG RR SM CAP VAL-I | 2024-06-11 | 2025-03-11 | $17,649 | $17,764 | -$115 | -$115 | |
| 2621.28 ARTISAN INTL SM/MID-INST | 2024-08-20 | 2025-03-11 | $45,820 | $48,756 | -$2,936 | -$2,936 | |
| 177.934 BAIRD MIDCAP INST | 2024-06-11 | 2025-03-11 | $3,792 | $4,222 | -$430 | -$430 | |
| 152.511 BLACKROCK TOTAL RETURN-I | 2024-08-26 | 2025-03-11 | $1,504 | $1,546 | -$42 | -$42 | |
| 135. DIMENSIONAL INTERNATIONAL VA | 2023-11-14 | 2025-03-11 | $5,281 | $4,413 | $868 | $868 | |
| 263.208 DODGE & COX INCOME FUND | 2022-06-23 | 2025-03-11 | $3,337 | $3,319 | $18 | $18 | |
| 1413.282 DOUBLELINE TOTAL RETURN BOND | 2023-05-25 | 2025-03-11 | $12,508 | $12,465 | $43 | $43 | |
| 263.364 HARBOR MID CAP VALUE | 2024-06-11 | 2025-03-11 | $6,574 | $6,650 | -$76 | -$76 | |
| 2353.137 OAKMARK INTL SM CAP-R6 | 2019-05-29 | 2025-03-11 | $46,263 | $28,284 | $17,979 | $17,979 | |
| 112. ISHARES U S TREASURY BOND | 2023-05-25 | 2025-03-11 | $2,565 | $2,573 | -$8 | -$8 | |
| 25. ISHARES MSCI INTL QUALITY | 2023-04-19 | 2025-03-11 | $1,001 | $901 | $100 | $100 | |
| 340.532 MFS EMERGING MKTS DEBT FD-R6 | 2021-04-12 | 2025-03-11 | $4,110 | $5,016 | -$906 | -$906 | |
| 1174.157 MERIDIAN SMALL CAP GROW-INSTL | 2024-06-11 | 2025-03-11 | $14,325 | $15,029 | -$704 | -$704 | |
| 523.477 PGIM HIGH YIELD FUND | 2021-04-12 | 2025-03-11 | $2,513 | $2,900 | -$387 | -$387 | |
| 1388.16 TOUCHSTONE MID CAP-R6 | 2022-03-01 | 2025-03-11 | $72,712 | $62,077 | $10,635 | $10,635 | |
| 428.77 ALLSPRING CORE BOND FUND | 2023-05-25 | 2025-03-11 | $4,738 | $4,712 | $26 | $26 | |
| 164. ISHARES CORE S&P 500 | 2024-11-19 | 2025-07-31 | $104,353 | $96,958 | $7,395 | $7,395 | |
| 11. ISHARES CORE S&P 500 | 2025-03-11 | 2025-07-31 | $6,999 | $6,198 | $801 | $801 | |
| 15. WISDOMTREE U.S. QUALITY DIVI | 2024-11-19 | 2025-07-31 | $1,280 | $1,247 | $33 | $33 | |
| 1. WISDOMTREE U.S. QUALITY DIVI | 2025-03-11 | 2025-07-31 | $85 | $80 | $5 | $5 | |
| 20.355 AMG RR SM CAP VAL-I | 2024-06-11 | 2025-08-26 | $342 | $314 | $28 | $28 | |
| 85.045 PZENA EMERG MKTS VALUE-INST | 2024-08-27 | 2025-08-26 | $1,244 | $1,115 | $129 | $129 | |
| 264.429 PZENA EMERG MKTS VALUE-INST | 2025-03-11 | 2025-08-26 | $3,869 | $3,350 | $519 | $519 | |
| 38.701 PZENA EMERG MKTS VALUE-INST | 2022-09-15 | 2025-08-26 | $566 | $462 | $104 | $104 | |
| 52. AVANTIS US LARGE CAP VALUE | 2025-03-11 | 2025-08-26 | $3,709 | $3,362 | $347 | $347 | |
| 19.209 BAIRD MIDCAP INST | 2024-06-11 | 2025-08-26 | $444 | $456 | -$12 | -$12 | |
| 23150.515 BLACKROCK TOTAL RETURN-I | 2024-08-26 | 2025-08-26 | $230,348 | $234,746 | -$4,398 | -$4,398 | |
| 158. DIMENSIONAL INTERNATIONAL VA | 2023-11-14 | 2025-08-26 | $7,188 | $5,165 | $2,023 | $2,023 | |
| 12904.848 DOUBLELINE TOTAL RETURN BOND | 2023-05-25 | 2025-08-26 | $114,724 | $112,925 | $1,799 | $1,799 | |
| 588.344 SEAFARER OVERSEAS GROWTH & | 2021-12-28 | 2025-08-26 | $8,149 | $7,744 | $405 | $405 | |
| 59.849 HARBOR MID CAP VALUE | 2024-06-11 | 2025-08-26 | $1,691 | $1,511 | $180 | $180 | |
| 537.828 WCM FOCUSED INTL GROWTH-INS | 2025-03-11 | 2025-08-26 | $14,285 | $12,359 | $1,926 | $1,926 | |
| 9. ISHARES CORE S&P 500 | 2025-03-11 | 2025-08-26 | $5,812 | $5,071 | $741 | $741 | |
| 51. ISHARES MSCI INTL QUALITY | 2023-04-19 | 2025-08-26 | $2,200 | $1,837 | $363 | $363 | |
| 87. ISHARES CORE MSCI DEV MKTS | 2025-03-11 | 2025-08-26 | $6,818 | $5,995 | $823 | $823 | |
| 430.307 LONGLEAF PARTNERS FDS TR | 2021-03-23 | 2025-08-26 | $7,733 | $8,030 | -$297 | -$297 | |
| 2787.45 MFS EMERGING MKTS DEBT FD-R6 | 2024-08-26 | 2025-08-26 | $34,453 | $34,063 | $390 | $390 | |
| 2741.628 MFS EMERGING MKTS DEBT FD-R6 | 2021-04-12 | 2025-08-26 | $33,887 | $35,701 | -$1,814 | -$1,814 | |
| 10784.401 PGIM HIGH YIELD FUND | 2024-08-27 | 2025-08-26 | $52,736 | $52,281 | $455 | $455 | |
| 7083.701 PGIM HIGH YIELD FUND | 2021-04-12 | 2025-08-26 | $34,639 | $36,546 | -$1,907 | -$1,907 | |
| 243.928 TOUCHSTONE SANDS EM GR-R6 | 2025-03-11 | 2025-08-26 | $4,049 | $3,588 | $461 | $461 | |
| 48.563 TOUCHSTONE SANDS EM GR-R6 | 2022-06-23 | 2025-08-26 | $806 | $649 | $157 | $157 | |
| 15499.652 ALLSPRING CORE BOND FUND | 2023-05-25 | 2025-08-26 | $172,201 | $169,962 | $2,239 | $2,239 | |
| 19. WISDOMTREE U.S. QUALITY DIVI | 2023-09-26 | 2025-08-26 | $1,655 | $1,210 | $445 | $445 | |
| 63.498 LONGLEAF PARTNERS FDS TR | 2025-03-11 | 2025-09-03 | $1,141 | $985 | $156 | $156 | |
| 4419.288 LONGLEAF PARTNERS FDS TR | 2021-03-23 | 2025-09-03 | $79,415 | $75,485 | $3,930 | $3,930 | |
| 839. AVANTIS US LARGE CAP VALUE | 2025-03-11 | 2025-09-23 | $60,883 | $54,244 | $6,639 | $6,639 | |
| 286.945 SEAFARER OVERSEAS GROWTH & | 2025-03-11 | 2025-09-23 | $4,123 | $3,429 | $694 | $694 | |
| 7109.489 SEAFARER OVERSEAS GROWTH & | 2019-05-29 | 2025-09-23 | $102,163 | $77,196 | $24,967 | $24,967 | |
| 151.447 WCM FOCUSED INTL GROWTH-INS | 2025-03-11 | 2025-09-23 | $4,172 | $3,480 | $692 | $692 | |
| 2602.957 WCM FOCUSED INTL GROWTH-INS | 2018-09-26 | 2025-09-23 | $71,711 | $44,465 | $27,246 | $27,246 | |
| 3285. ISHARES MSCI INTL QUALITY | 2023-04-19 | 2025-09-23 | $145,111 | $117,596 | $27,515 | $27,515 | |
| 1628. WISDOMTREE U.S. QUALITY DIVI | 2023-09-26 | 2025-09-23 | $145,647 | $103,681 | $41,966 | $41,966 | |
| CAPITAL GAIN DIVIDENDS | $25,894 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,894 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,894 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,894 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,894 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,894 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,894 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,894 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,894 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,894 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,894 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,894 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,894 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,894 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,894 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,894 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,894 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,894 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,894 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,894 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,894 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,894 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,894 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,894 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,894 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,894 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,894 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,894 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,894 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,894 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,894 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,894 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,894 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,894 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,894 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,894 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,894 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,894 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,894 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,894 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,894 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,894 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,894 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,894 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,894 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,894 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,894 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,894 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,894 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,894 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,894 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,894 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,894 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $197,116 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,874 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,874 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,874 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,277 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,277 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,597 | 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 | 4122094802 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 FIRST AVE P7-PFSC-03-Z | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PNC BANK N A | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 FIRST AVE P7-PFSC-03-Z | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $43,880 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,957,825 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $206,633 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,164,458 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,164,458 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $62,467 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,101,991 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $205,100 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $205,100 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,874 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,874 | TotalTaxAmt |
| Distributable Before Adj | $201,226 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $201,226 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $201,226 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $215,782 | 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 | $215,782 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $201,226 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $189,655 | 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 | $215,782 | QualifyingDistributionsAmt |
| Applied To Year1 | $189,655 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $26,127 | 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 | $175,099 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SCHOLARSHIP AMERICA | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O PNC BANK 500 FIRST AVE P7-PFS | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4122094802 | RecipientPhoneNum |
| Form And Info And Materials | LEARN MORE AT: _s://learnmore.scholarsapply.org/weinertscholarship/ | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | MARCH 1 ANNUALLY | SubmissionDeadlinesTxt |
| Restrictions On Awards | HIGH SCHOOL SENIORS AT BALDWIN-WHITEHALL HIGH SCHOOL IN PENNYSYLVANIA WHO PLAN TO ENROLL IN FULL TIME UNDERGRADUATE STUDY AT AN ACCREDITED FOUR YEAR COLLEGE OR UNIVERSITY | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| HANNAH DAMIANI | ||||||||
| C/O PNC BANK | 500 FIRST AVE P7-PFSC-03-Z | PITTSBURGH | PA | 15219 | NONE | I | SCHOLARSHIP | $11,855 |
| ABBILYN REXRODE | ||||||||
| C/O PNC BANK | 500 FIRST AVE P7-PFSC-03-Z | PITTSBURGH | PA | 15219 | NONE | I | SCHOLARSHIP | $14,035 |
| MIA BEARDSLEY | ||||||||
| C/O PNC BANK | 500 FIRST AVE P7-PFSC-03-Z | PITTSBURGH | PA | 15219 | NONE | I | SCHOLARSHIP | $16,438 |
| ERIN HAMPTON | ||||||||
| C/O PNC BANK NA | 500 FIRST AVE P7-PFSC-03-Z | PITTSBURGH | PA | 15219 | NONE | I | SCHOLARSHIP | $39,398 |
| MARY HAMPTON | ||||||||
| C/O PNC BANK NA | 500 FIRST AVE P7-PFSC-03-Z | PITTSBURGH | PA | 15219 | NONE | I | SCHOLARSHIP | $16,770 |
| KARUNA NEUPANEY | ||||||||
| C/O PNC BANK NA | 500 FIRST AVE P7-PFSC-03-Z | PITTSBURGH | PA | 15219 | NONE | I | SCHOLARSHIP | $14,234 |
| BRYCE JONES | ||||||||
| C/O PNC BANK NA | 500 FIRST AVE P7-PFSC-03-Z | PITTSBURGH | PA | 15219 | NONE | I | SCHOLARSHIP | $12,882 |
| ALI BOUOUDIN | ||||||||
| C/O PNC BANK NA | 500 FIRST AVE P7-PFSC-03-Z | PITTSBURGH | PA | 15219 | NONE | I | SCHOLARSHIP | $19,125 |
| GRACE HARMON | ||||||||
| C/O PNC BANK NA | 500 FIRST AVE P7-PFSC-03-Z | PITTSBURGH | PA | 15219 | NONE | I | SCHOLARSHIP | $22,482 |
| GRACE TOMAN | ||||||||
| C/O PNC BANK NA | 500 FIRST AVE P7-PFSC-03-Z | PITTSBURGH | PA | 15219 | NONE | I | SCHOLARSHIP | $22,436 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $189,655 | 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 | $110,098 | 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 | $197,116 | 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 | $307,214 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $307,214 | 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 | $56,236 | $84,489 |
| 464287200 ISHARES CORE S&P 500 | AT COST | $898,102 | $1,603,445 |
| 97717X669 WISDOMTREE U.S. QUAL | |||
| 09252M883 BLACKROCK TOTAL RETU | |||
| 413838566 OAKMARK INTL SM CAP- | |||
| 543069405 LONGLEAF PARTNERS FD | |||
| 552746364 MFS EMERGING MKTS DE | |||
| 74440Y884 PGIM HIGH YIELD FUND | |||
| 00770X675 PZENA EMERG MKTS VAL | AT COST | $77,613 | $104,966 |
| 256210105 DODGE & COX INCOME F | AT COST | $340,515 | $351,458 |
| 89154M702 TOUCHSTONE SANDS EM | AT COST | $79,304 | $102,202 |
| 89155T490 TOUCHSTONE MID CAP-R | |||
| 25434V807 DIMENSIONAL INTERNAT | AT COST | $162,029 | $202,893 |
| 258620566 DOUBLELINE TOTAL RET | |||
| 46429B267 ISHARES U S TREASURY | AT COST | $226,954 | $228,638 |
| 46434V456 ISHARES MSCI INTL QU | |||
| 94987W794 ALLSPRING CORE BOND | |||
| 00171A852 AMG RR SM CAP VAL-I | AT COST | $47,526 | $46,326 |
| 04314H576 ARTISAN INTL SM/MID- | |||
| 057071813 BAIRD MIDCAP INST | AT COST | $64,491 | $51,745 |
| 411512460 HARBOR MID CAP VALUE | AT COST | $55,582 | $60,469 |
| 589619824 MERIDIAN SMALL CAP G | AT COST | $50,219 | $49,081 |
| 025072349 AVANTIS US LARGE CAP | AT COST | $65,235 | $76,452 |
| 02631W607 AMER FND MULTI-SEC I | AT COST | $182,662 | $182,662 |
| 092528603 ISHARES FLEXIBLE INC | AT COST | $127,789 | $127,070 |
| 37954Y632 GLOBAL X ART INTEL & | AT COST | $191,936 | $196,523 |
| 46138E800 INVESCO CHINA TECHNO | AT COST | $102,097 | $93,652 |
| 46435G326 ISHARES CORE MSCI DE | AT COST | $152,283 | $171,476 |
| 52107V229 LAZARD INTL QLTY GRW | AT COST | $93,759 | $88,524 |
| 74440B884 PRUDENTIAL TOTAL RET | AT COST | $289,106 | $291,446 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $7 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MUTUAL FUND TIMING ADJ | Desc |
| Amt | $1,060 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GRANTMAKING FEES | CategoryTxt |
| Amt | $8,575 | Amt |
| Disbursements Charitable Prps | $8,575 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,175 | $1,175 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $1,482 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $2,277 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $623 | $623 | $0 |
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