2024-11-06T10:01:20-06:00 2024-06-30 920460586 PWC US TAX LLP 301 GRANT STREET PITTSBURGH PA 15219 990PF 2023-07-01 236227268 MORRIS EFFINGHAM FOR WISTAR INST-TR WIST 2155534372 PO BOX 185 PITTSBURGH PA 152300185 MICHAEL STAGIS VICE PRESIDENT 2155534372 2024-09-17 true true DANIEL WALTMAN P01233408 4123556000 2024-09-17 X 2023 2024-10-15 13:58:12Z X 1996556 X 48365 48232 13131 297222 13131 0 123 123 61619 61486 9355 5613 3742 0 0 0 0 0 0 0 0 682 524 0 0 0 0 0 0 0 16 16 10053 6153 0 3742 90459 90459 100512 6153 0 94201 -38893 55333 0 6491 19985 19985 0 0 0 1595897 1543319 1976571 1602388 1563304 1996556 0 X 1602388 1563304 1602388 1563304 1602388 1563304 1602388 -38893 0 1563495 191 1563304 110. ISHARES S&P 500 INDEX FUND 2020-02-07 2023-07-26 50243 36811 13432 13432 15. ISHARES TR S&P MIDCAP 400 INDEX FD 2023-03-30 2023-07-26 4071 3709 362 362 6. ISHARES TR S&P MIDCAP 400 INDEX FD 2018-07-26 2023-07-26 1628 1198 430 430 29. ISHARES TR S & P SMALL CAP 600 2023-03-30 2023-07-26 3015 2775 240 240 250. ISHARES GSCI COMMODITY-INDEXED 2023-03-30 2023-08-25 5348 5065 283 283 835. INVESCO SENIOR LOAN ETF 2020-12-11 2023-11-29 17428 18530 -1102 -1102 560. ISHARES TR S & P SMALL CAP 600 2023-03-30 2023-11-29 54448 53592 856 856 32. ISHARES TR S & P SMALL CAP 600 2017-09-05 2023-11-29 3111 2225 886 886 400. ISHARES JP MORGAN EM BOND FD 2020-12-11 2023-11-29 34557 45959 -11402 -11402 85. ISHARES S&P 500 INDEX FUND 2023-11-29 2024-05-08 44204 39123 5081 5081 708. ISHARES 1-3 YEAR TREASURY BOND ETF 2022-04-29 2024-05-08 57541 58518 -977 -977 95. ISHARES TR S&P MIDCAP 400 INDEX FD 2023-11-29 2024-05-08 5631 4881 750 750 30. ISHARES TR S&P MIDCAP 400 INDEX FD 2018-07-26 2024-05-08 1778 1198 580 580 85. ISHARES TR S & P SMALL CAP 600 2017-09-05 2024-05-08 9173 5909 3264 3264 27. ISHARES CORE MSCI EAFE ETF 2023-07-26 2024-05-08 1996 1867 129 129 41. ISHARES CORE MSCI EAFE ETF 2023-03-30 2024-05-08 3031 2731 300 300 CAPITAL GAIN DIVIDENDS P 19 CAPITAL GAIN DIVIDENDS P 19 CAPITAL GAIN DIVIDENDS P 19 CAPITAL GAIN DIVIDENDS P 19 CAPITAL GAIN DIVIDENDS P 19 CAPITAL GAIN DIVIDENDS P 19 CAPITAL GAIN DIVIDENDS P 19 CAPITAL GAIN DIVIDENDS P 19 CAPITAL GAIN DIVIDENDS P 19 CAPITAL GAIN DIVIDENDS P 19 CAPITAL GAIN DIVIDENDS P 19 CAPITAL GAIN DIVIDENDS P 19 CAPITAL GAIN DIVIDENDS P 19 CAPITAL GAIN DIVIDENDS P 19 CAPITAL GAIN DIVIDENDS P 19 CAPITAL GAIN DIVIDENDS P 19 13131 769 0 769 0 769 496 0 0 496 0 273 0 0 false false false false false false false true true PA true false false false false true N/A BNY MELLON NA 2155534372 PO BOX 185 PITTSBURGH PA 152300185 X false false false false true false false false false false false false false false false false false false false false false false BNY MELLON N A PO BOX 185 PITTSBURGH PA 152300185 TRUSTEE 1 9355 NONE 0 NONE 0 1868397 14856 0 1883253 0 0 1883253 28249 1855004 92750 92750 769 769 91981 0 91981 0 91981 94201 0 0 0 0 94201 91981 0 0 4474 8747 4569 8475 14203 40468 94201 0 0 0 91981 2220 0 0 42688 0 0 0 0 0 0 4474 38214 8747 4569 8475 14203 2220 NONE NONE X THE WISTAR INSTITUTE OF ANATOMY 3601 SPRUCE STREET PHILADELPHIA PA 19104 NONE PC GENERAL OPERATING 90459 90459 14 48365 18 13131 FROM PARTNERSHIP/S 1 123 61619 61619 false false false false false false false false false false 464287200 ISHARES S&P 500 INDE AT COST 489894 900193 464287507 ISHARES TR S&P MIDCA AT COST 105928 160052 464287804 ISHARES TR S & P SMA AT COST 47839 80102 464287465 ISHARES MSCI EAFE IN 922908553 VANGUARD INDEX TR AT COST 16148 15914 464288273 ISHARES MSCI EAFE SM AT COST 32973 27800 78468R622 S P D R BBG BARC HIG AT COST 24759 22248 46138G508 INVESCO SENIOR LOAN AT COST 58724 56619 46434G103 ISHARES CORE MSCI EM AT COST 92764 82061 464288281 ISHARES JP MORGAN EM AT COST 1149 885 464287226 ISHARES BARCLAYS AGG AT COST 516312 461956 464287457 ISHARES 1-3 YEAR TRE AT COST 23829 23679 46428R107 ISHARES GSCI COMMODI 46432F842 ISHARES CORE MSCI EA AT COST 133000 145062 MUTUAL FUND TIMING ADJ 55 PY RETURN OF CAPITAL ADJUSTMENT 133 TAX LOT BASIS ADJUSTMENT 1 ROUNDING 2 FROM PARTNERSHIP/S-CORP 16 16 0 FROM PARTNERSHIP/S-CORP 123 123 FOREIGN TAXES 271 271 0 FEDERAL ESTIMATES - PRINCIPAL 158 0 0 FOREIGN TAXES ON NONQUALIFIED 253 253 0