2024-10-24T12:01:15-05:00 2023-12-31 346565596 ERNST & YOUNG US LLP 2100 ONE PPG PLACE PITTSBURGH PA 15222 990 2023-01-01 816101376 GILFILLAN MARGARET B CHAR TRUST GILF 4127626538 116 ALLEGHENY CENTER MALL P8YB3502L PITTSBURGH PA 15212 PNC BANK N A TAX MANAGER 4127626538 2024-10-24 true true JASON BELOT P00183464 3302555814 2024-10-24 2023 2024-10-15 13:58:12Z PNC BANK NA 116 ALLEGHENY CENTER MALL PITTSBURGH PA 15212 1478569 false X N/A X 2001 PA TO PROVIDE SUPPORT FOR THE HISTORICAL SOCIETY OF UPPER ST. CLAIR, PA. 1 0 0 0 0 0 0 152780 28501 0 152780 28501 98644 112543 0 20361 19119 0 0 551 356 119556 132018 33224 -103517 1530048 1424776 0 0 1530048 1424776 TO PROVIDE SUPPORT FOR THE HISTORICAL SOCIETY OF UPPER ST. CLAIR, PA. false false 116367 112543 TO PROVIDE SUPPORT TO THE HISTORICAL SOCIETY OF UPPER ST CLAIR, PA. 116367 true false false false false false false false false false false false false false false false false false false false false false false false false false false true false false false false false false false false false false false false false false false true false false false true 0 0 0 false false false false false false false false false false false false false X 1 0 false false false false false false false false false false false true true true true false true false false false X PNC BANK NA 4127626538 116 Allegheny Center Mall Pittsburgh PA 15212 PNC BANK NA TRUSTEE 4.0 X 19119 0 0 19119 0 0 false false false 38077 38077 1440492 1450068 -9576 -9576 -9576 28501 28501 112543 112543 19119 3824 15295 Foreign Taxes on Qualified Dividend 261 261 Foreign Taxes on Non Qualified Div 95 95 132018 116367 15651 0 44787 33100 1485261 1391676 1530048 1424776 0 0 X 1530048 1424776 1530048 1424776 1530048 1424776 X -103517 -1755 X false false false X X 1 HISTORICAL SOCIETY OF UPPER ST CLAIR 251832381 7 true 112543 0 1 112543 0 true false false false false false false false false false false false false false false true false true X true true 0 0 0 0 0 0 Part IV, Section D, Line 3 While the supported organization relies on the experience and expertise of the Institutional Trustee to invest and manage the investments in the Trust, due to the close and continuous relationship, the supported organization has a significant voice in investment decisions. Part IV, Section E, Line 2a and 2b The Historical Society of Upper St. Clair exists to operate, restore and preserve the Gilfillan Farm, a mid-late 1800s working farm designated as a National Historical Place by the United States Department of the Interior, for general public educational, historical, and cultural purposes. This trust is the main source of funding that allows the Historical Society Part IV, Section E, Line 2a and 2b (cont) to continue to operate in such a manner by paying the various expenses needed to discharge their duties to pay the expenses, capital expenditures, repairs and maintenance cost relating to the Gilfillan Farm. There is frequent and regular interaction between the trustee and the Historical Society in trying to budget for these expenses, paying these expenses and Part IV, Section E, Line 2a and 2b (cont) maintaining the trust so that it can continue in perpetuity. Part IV, Section D, Line 2 Gilfillan, Margaret B. Charitable Trust is a trust fund that disburses funds to qualifying charitable organization as directed by the trust's governing instrument to be used as decreed by the instrument.The trustee holds regular meetings with the supported organization to better understand its needs. Further, the supported organization is provided with the annual statements that contains Part IV, Section D, Line 2 (cont) the investments, income and expense activities of the supporting organization for the given tax year. true HISTORICAL SOCIETY OF UPPER ST CLAIR PA 2016 BLAIRMONT DR PITTSBURGH PA 15241 251832381 501(c)(3) 112543 MAINTAIN PROPERTY LOCATED IN UPPER ST CLAIR, PA EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2 GILFILLIAN, MARGARET B CHAR TRUST IS A TRUST FUND THAT DISBURSES FUNDS ONLY TO QUALIFYING CHARITABLE ORGANIZATIONS AS DIRECTED BY THE TRUST'S GOVERNING INSTRUMENT TO BE USED ONLY IN ACCORDANCE WITH THE GOVERNING INSTRUMENT EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a THE GILFILLAN, MARGARET B CHAR TRUST IS A TRUST FUND AND HAS NO WRITTEN POLICY REGARDING DOCUMENTATION OF MEETINGS AND WRITTEN ACTIONS OF ITS GOVERNING BODY AND COMMITTEES WITH AUTHORITY TO ACT ON ITS BEHALF EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b THE GILFILLAN, MARGARET B CHAR TRUST IS A TRUST FUND AND HAS NO WRITTEN POLICY REGARDING DOCUMENTATION OF MEETINGS AND WRITTEN ACTIONS OF ITS GOVERNING BODY AND COMMITTEES WITH AUTHORITY TO ACT ON ITS BEHALF FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW PNC BANK, AS SOLE TRUSTEE, ARRANGES FOR THE PREPARATION OF FORM 990. TAX RETURNS ARE SUBMITTED TO THE TRUSTEE FOR REVIEW PRIOR TO FILING. EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c THE CONFLICT OF INTEREST POLICY OF PNC CHARITABLE TRUST REQUIRES AN ANNUAL AFFIRMATION THAT IT HAS BEEN RECEIVED, READ, UNDERSTOOD, AND AGREED TO BE COMPLIED WITH. IN ADDITION, THE POLICY REQUIRES AN ANNUAL DISCLOSURE OF THE EXISTENCE AND NATURE OF ANY AFFILIATION IN WHICH A PARTY WOULD BE CONSIDERED AN INTERESTED PERSON UNDER THE POLICY FORM 990, PAGE 6, PART VI, LINE 18 FORM 990 AND RELATED FINANCIAL STATEMENTS ARE MADE AVAILABLE THROUGH REQUEST. FORM 990, PAGE 6, PART VI, LINE 19 FORM 990 AND RELATED FINANCIAL STATEMENTS ARE MADE AVAILABLE THROUGH REQUEST. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. EXPLANATION FOR FORM 990, PART XI, LINE 9 Return of Capital Adjustment $(540.98); PY ROC Basis Adjustment $(34.22); 2022 Transaction Posted in 2023 $747.45; 2023 Transaction Posted in 2024 $(1,463.59); Wash Sales $(386.41); Adjustment to Income $(0.69); Cost Basis Adjustment $ (78.77); Rounding $2.00 HISTORICAL SOCIETY OF UPPER ST CLAIR PA 2016 BLAIRMONT DRIVE PITTSBURGH PA 15241 251832381 PROVIDE SUPPORT FOR THE HISTORICAL SOCIETY OF PA 501(c)(3) 7 N/A false false true false false false false false false false false false false false false false false false false false HISTORICAL SOCIETY OF UPPER ST CLAIR PA b 112543 FMV