2025-11-13T10:01:37-06:00 2024-12-31 920460586 PWC US TAX LLP 301 GRANT STREET 45TH FLOOR PITTSBURGH PA 15219 990 2024-01-01 816101376 GILFILLAN MARGARET B CHAR TRUST GILF 4127626538 500 FIRST AVE P7-PFSC-03-Z PITTSBURGH PA 15219 PNC BANK N A TAX MANAGER 4127626538 2025-07-31 true true LAWRENCE MCGUIRE P01233953 4123556000 2025-07-31 X 2024 2025-03-06 01:10:19Z X X PNC BANK NA 500 FIRST AVE P7-PFSC-03-Z PITTSBURGH PA 15219 499090 false X N/A X 2001 PA TO PROVIDE SUPPORT FOR THE HISTORICAL SOCIETY OF UPPER ST. CLAIR 1 0 0 0 0 0 0 28501 109512 0 28501 109512 112543 111714 0 19119 20525 0 0 356 576 132018 132815 -103517 -23303 1424776 1401081 0 0 1424776 1401081 TO PROVIDE SUPPORT FOR THE HISTORICAL SOCIETY OF UPPER ST. CLAIR false false 115819 111714 TO PROVIDE SUPPORT TO THE HISTORICAL SOCIETY OF UPPER ST CLAIR 115819 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 500 FIRST AVE P7-PFSC-03-Z PITTSBURGH PA 15219 PNC BANK NA TRUSTEE 4.0 0.0 X 20525 0 0 20525 0 0 false false false 43116 43116 455974 389578 66396 66396 66396 109512 109512 111714 111714 20525 4105 16420 Foreign Taxes on Qualified Dividend 450 450 Foreign Taxes on Non Qualified Div 126 126 132815 115819 16996 0 33100 81619 1391676 1319462 1424776 1401081 0 0 X 1401081 1424776 1424776 1401081 1424776 1401081 X -23303 -392 X false false false X X 1 HISTORICAL SOCIETY OF UPPER ST CLAIR 251832381 7 true 111714 0 1 111714 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 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. 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. Part IV, Section E, Line 2a and 2b (cont) This trust is the main source of funding that allows the Historical Society 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. Part IV, Section E, Line 2a and 2b (cont) There is frequent and regular interaction between the trustee and the Historical Society in trying to budget for these expenses, paying these expenses and maintaining the trust so that it can continue in perpetuity. true HISTORICAL SOCIETY OF UPPER ST CLAIR PO Box 12681 Upper St Clair PA 15241 251832381 501(c)(3) 111714 TO PROVIDE SUPPORT FOR THE HISTORICAL SOCIETY OF UPPER ST. CLAIR 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 -276.63; 2023 Transaction Posted in 2024 1463.59; 2024 Transaction Posted in 2025 -1566.37; Adjustment to Income -11.33; Rounding -1.26 HISTORICAL SOCIETY OF UPPER ST CLAIR PO Box 12681 Upper St Clair PA 15241 251832381 TO PROVIDE SUPPORT FOR THE HISTORICAL SOCIETY 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 b 111714 FMV