2024-11-06T09:01:16-06:00 2024-06-30 920460586 PWC US TAX LLP 301 GRANT STREET PITTSBURGH PA 15219 990 2023-07-01 236225677 SPARKS JOHN W UW RES TR SPAR 2129226585 PO BOX 185 PITTSBURGH PA 152300185 MICHAEL STAGIS VICE PRESIDENT 2129226585 2024-09-27 true true DANIEL WALTMAN P01233408 4123556000 2024-09-27 X 2023 2024-10-15 13:58:12Z 855176 false X N/A X 1934 NJ THE SPARKS JOHN W U/W RES TRUST IS A TYPE III SUPPORTING ORGANIZATION WHICH SUPPORTS THE FOLLOWING 501(C)(3) ORGANIZATION - PENNINGTON SCHOOL 0 0 0 0 0 0 0 545747 634448 0 545747 634448 173881 192520 0 48190 50083 0 0 2320 2445 224391 245048 321356 389400 5177891 5566738 0 0 5177891 5566738 THE SPARKS JOHN W U/W RES TRUST IS A TYPE III SUPPORTING ORGANIZATION WHICH SUPPORTS THE FOLLOWING 501(C)(3) ORGANIZATION - PENNINGTON SCHOOL false false 192520 192520 PENNINGTON SCHOOL 112 WEST DELAWARE AVENUE PENNINGTON, NJ 08534 192520 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 false false false true X 0 0 true 0 false false false false false false false false false true false false false false X 0 0 false false false false false false false false false false false false false false false false false false X BNY MELLON NA 2129226585 PO BOX 185 PITTSBURGH PA 152300185 X BNY MELLON NA TRUSTEE X 50083 0 0 50083 0 0 false false false 141283 141283 713893 220728 493165 493165 493165 634448 634448 192520 192520 50083 20033 30050 FOREIGN TAX WITHHELD 2445 2445 245048 212553 32495 0 214812 197725 4963079 5369013 5177891 5566738 0 0 X 5177891 5566738 5177891 5566738 5177891 5566738 X 389400 -553 X false false false X X 1 PENNINGTON SCHOOL 210635004 2 true 192520 0 1 192520 0 true false false false false false false false false false false false false false false true false true X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PART IV SECTION D LINE 2 THE SPARKS JOHN W U/W RES TR IS A TRUST AND BNYM SERVES AS TRUSTEE. BNYM AS TRUSTEE MEETS WITH THE SCHOOL ANNUALLY FOR IN PERSON MEETINGS AND CONSISTENTLY THROUGHOUT THE YEAR VIA E-MAIL AND PHONE. BNYM AS TRUSTEE ALSO ANSWERS ADMINISTRATIVE QUESTIONS POSED BY THE SCHOOL BOARD THROUGHOUT THE YEAR. PART IV SECTION D LINE 3 AS TRUSTEE BNYM SERVES AS INVESTMENT MANAGER AND CONSIDERS THE PENNINGTON'S SCHOOL INPUT. THE PENNINGTON SCHOOL NOTIFIES BNYM ON HOW THE FUNDS ARE UTILIZED PART V LINE 1 ALL OF THE UNEXPIRED INTERESTS IN THE TRUST ARE DEVOTED TO ONE OR MORE PURPOSES DESCRIBED IN SECTION 170(C)(1) OR (C)(2)(B) AND A DEDUCTION WAS ALLOWED WITH RESPECT TO SUCH INTEREST OR WOULD HAVE BEEN ALLOWED IF THE TRUST HAD NOT BEEN CREATED BEFORE 1913. THE TRUST WAS CREATED PRIOR TO NOVEMBER 20, 1970 AND DID NOT RECEIVE ANY GRANT, CONTRIBUTION, BEQUEST OR OTHER TRANSFER ON OR AFTER THAT DATE PART V LINE 1 THE TRUST IS REQUIRED BY ITS GOVERNING INSTRUMENT TO DISTRIBUTE ALL OF ITS NET INCOME CURRENTLY TO A DESIGNATED CHARITABLE BENEFICIARY. THE TRUSTEE OF THE TRUST DOES NOT HAVE DISCRETION TO VARY EITHER THE CHARITABLE BENEFICIARY OR THE AMOUNTS PAYABLE TO THE CHARITABLE BENEFICIARY. NONE OF THE TRUSTEES WOULD BE DISQUALIFIED PERSONS, OTHER THAN FOUNDATION MANAGERS, WITH RESPECT TO THE TRUST IF SUCH PART V LINE 1(CONT.) (CONT.) TRUST WERE TREATED AS A PRIVATE FOUNDATION true PENNINGTON SCHOOL 112 WEST DELAWARE AVE PENNINGTON NJ 08534 210635004 501(C)(3) 192520 GENERAL OPERATING EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2 NO PROCEDURES IN PLACE FORM 990, PART IV, LINE 4, 25a, 25b, 36 THESE QUESTIONS ARE NOT APPLICABLE AS THIS IS A 4947(A)(1) ORGANIZATION FORM 990, PART V, LINE 9 THIS QUESTION IS NOT APPLICABLE AS THERE IS NOT A SPONSORING ORGANIZATION MAINTAINING DONOR ADVISED FUNDS FORM 990, PART V, LINE 10, 11, 13 THESE QUESTIONS ARE NOT APPLICABLE AS THIS IS A 4947(A)(1) ORGANIZATION FORM 990, PART VI, SECTION A, LINE 8a, 8b THIS ORGANIZATION HAS A SOLE INSTITUTIONAL TRUSTEE AND DOES NOT HAVE A GOVERNING BODY FORM 990, PART VII, SECTION A, LINE 1a, COLUMN(b) AVERAGE HOURS PER WEEK DEVOTED TO POSITION: AS TRUSTEE, BNY MELLON, N.A. PROVIDES ADMINISTRATIVE SERVICES SUCH AS ACTING AS INVESTMENT MANAGER FOR THE NAMED ORGANIZATION. THESE SERVICES REQUIRE NUMEROUS INDIVIDUAL BANK EMPLOYEES' INVOLVEMENT IN THE ACTIVIITES OF THE ORGANIZATION AND THUS CANNOT BE QUANTIFIED ON AN HOURLY BASIS. THEREFORE, THE TRUSTEE FEES ARE NOT BASED UPON AN HOURLY BASIS, BUT ARE CALCULATED BASED UPON FACTORS SUCH AS THE MARKET VALUE OF THE FORM 990, PART VII, SECTION A, LINE 1a, COLUMN(b)(CONT.) (CONT.) OF THE ACCOUNT AND IN ACCORDANCE WITH BNY MELLON'S AGREEMENT WITH THE CLIENT. EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a THIS ORGANIZATION HAS A SOLE INSTITUTIONAL TRUSTEE AND DOES NOT HAVE A GOVERNING BODY EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b THIS ORGANIZATION HAS A SOLE INSTITUTIONAL TRUSTEE AND DOES NOT HAVE A GOVERNING BODY FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW NO PROCEDURE IN PLACE FORM 990, PAGE 6, PART VI, LINE 19 NO DOCUMENTS MADE AVAILABLE TO THE PUBLIC EXPLANATION FOR FORM 990, PART XI, LINE 9 MUTUAL FUND TIMING DIFFERENCE (-$551), TAX LOT BASIS ADJUSTMENT (-$1), ROUNDING (-$1)