2024-05-13T13:01:39-05:00 2023-12-31 251796920 SMITHFIELD TRUST COMPANY 20 STANWIX STREET SUITE 650 PITTSBURGH PA 152224801 990PF 2023-01-01 387097514 PHILIP & PATRICIA MUCK CHARITABLE FOUNDATION PHIL 4122610779 C/O SMITHFIELD TRUST CO 20 STANWI PITTSBURGH PA 152224801 CHRISTINE A ROTELLA TRUSTEE 4122610779 2024-05-02 true false SCOTT M SCHMIDT P00752585 4122610779 2024-05-02 2023 2023-04-26 12:10:37Z X 28491251 729696 717430 150317 3145909 150317 0 880013 867747 3000 3000 0 0 0 0 0 0 124127 119836 0 0 16556 13556 0 0 0 0 0 0 0 2231 2231 145914 138623 0 0 1420300 1420300 1566214 138623 0 1420300 -686201 729124 0 623614 458135 458135 0 0 0 17368505 16303147 19586634 7753045 8297681 8111170 216680 216680 335312 25961844 25275643 28491251 0 X 6173520 5995436 19788324 19280207 25961844 25275643 25961844 25275643 25961844 -686201 0 25275643 0 25275643 252. S&P 500 (IVV) 2019-03-20 2023-06-02 108360 71798 36562 36562 700. S&P 500 (IVV) 2019-03-20 2023-12-13 329874 199440 130434 130434 319. RUSSELL MID CAP INDEX (IWR) 2019-03-20 2023-12-13 24158 17116 7042 7042 20000. PENNSYLVANIA ST TPK COMMN 3.00% DUE 12/0 2019-03-20 2023-10-26 18570 20100 -1530 -1530 80000. PENNSYLVANIA ST TPK COMMN 3.00% DUE 12/0 2019-03-20 2023-10-26 74280 80401 -6121 -6121 20000. PENNSYLVANIA ST TPK COMMN 4.25% DUE 12/0 2019-03-20 2023-10-26 19745 20634 -889 -889 80000. PENNSYLVANIA ST TPK COMMN 4.25% DUE 12/0 2019-03-20 2023-10-26 78980 82535 -3555 -3555 20000. PLUM BORO PA SCH DIST 3.125% DUE 09/15/2 2019-03-20 2023-10-26 18510 20233 -1723 -1723 80000. PLUM BORO PA SCH DIST 3.125% DUE 09/15/2 2019-03-20 2023-10-26 74040 80930 -6890 -6890 20000. UNIVERSITY NORTH FL 3.125% DUE 11/01/202 2019-03-20 2023-10-26 18960 20339 -1379 -1379 80000. UNIVERSITY NORTH FL 3.125% DUE 11/01/202 2019-03-20 2023-10-26 75841 81355 -5514 -5514 124. HIGH DIVIDEND YIELD (VYM) 2020-02-14 2023-05-17 12726 11672 1054 1054 850. HIGH DIVIDEND YIELD (VYM) 2020-01-24 2023-05-17 87237 80087 7150 7150 302. HIGH DIVIDEND YIELD (VYM) 2020-01-02 2023-05-17 30995 28345 2650 2650 330. HIGH DIVIDEND YIELD (VYM) 2020-01-02 2023-06-02 34319 30973 3346 3346 468. HIGH DIVIDEND YIELD (VYM) 2020-02-14 2023-08-28 49984 44051 5933 5933 281. HIGH DIVIDEND YIELD (VYM) 2020-01-02 2023-08-28 30012 26374 3638 3638 540. HIGH DIVIDEND YIELD (VYM) 2020-01-02 2023-09-14 58477 50683 7794 7794 1220. HIGH DIVIDEND YIELD (VYM) 2020-01-14 2023-09-14 132115 114215 17900 17900 785. HIGH DIVIDEND YIELD (VYM) 2020-01-02 2023-09-14 85009 73678 11331 11331 162. HIGH DIVIDEND YIELD (VYM) 2020-02-05 2023-09-14 17543 15209 2334 2334 76. HIGH DIVIDEND YIELD (VYM) 2020-02-14 2023-09-14 8230 7154 1076 1076 2127. EMERGING MARKETS (VWO) 2022-04-04 2023-03-08 85390 101574 -16184 -16184 784. EMERGING MARKETS (VWO) 2022-04-04 2023-03-08 31474 37440 -5966 -5966 101. EMERGING MARKETS (VWO) 2021-07-29 2023-12-13 4101 5199 -1098 -1098 2011. ASIA PACIFIC MARKETS (VPL) 2022-04-04 2023-03-08 134519 150818 -16299 -16299 707. ASIA PACIFIC MARKETS (VPL) 2022-04-04 2023-03-08 47292 53023 -5731 -5731 131. ASIA PACIFIC MARKETS (VPL) 2022-04-04 2023-12-13 9285 9825 -540 -540 182. ASIA PACIFIC MARKETS (VPL) 2021-11-30 2023-12-13 12899 13939 -1040 -1040 326. ASIA PACIFIC MARKETS (VPL) 2022-04-04 2023-12-13 23105 24449 -1344 -1344 479. ASIA PACIFIC MARKETS (VPL) 2021-11-30 2023-12-13 33949 36685 -2736 -2736 409. EUROPEAN MARKETS (VGK) 2022-04-04 2023-12-13 25890 25770 120 120 1009. EUROPEAN MARKETS (VGK) 2022-04-04 2023-12-13 63872 63573 299 299 527. S&P 500 (VOO) 2022-04-20 2023-04-19 200134 215673 -15539 -15539 158. S&P 500 (VOO) 2022-04-20 2023-04-19 60002 64661 -4659 -4659 132. S&P 500 (VOO) 2022-04-12 2023-12-13 56896 53760 3136 3136 98. S&P 500 (VOO) 2022-04-20 2023-12-13 42241 40106 2135 2135 254. S&P 500 (VOO) 2022-04-04 2023-12-13 109481 106191 3290 3290 1252. S&P 500 (VOO) 2022-04-04 2023-12-13 539648 523428 16220 16220 301. U.S. MID CAP (VO) 2022-04-04 2023-12-13 68475 72088 -3613 -3613 161. U.S. MID CAP (VO) 2022-04-20 2023-12-13 36626 38290 -1664 -1664 759. U.S. MID CAP (VO) 2022-04-04 2023-12-13 172665 181778 -9113 -9113 150317 10135 0 10135 0 10135 6130 0 0 6130 33 4038 0 0 false false false false false false false true true PA true false false false false true SMITHFIELD TRUST COMPANY 4122610779 20 STANWIX STREET SUITE 650 PITTSBURGH PA 152224801 false false false false false false false false false false false false false false false false false false false false false CHRISTINE A ROTELLA 327 MAPLEWOOD DRIVE MCMURRAY PA 15317 TRUSTEE, DISTRIBUTION COMMITTEE MEMBER 2 0 MICHAEL A MUCK 1103 EDINGTON PLACE MARCO ISLAND FL 34145 TRUSTEE, DISTRIBUTION COMMITTEE MEMBER 1 0 PATRICIA A MUCK 9731 HARMONY DRIVE PITTSBURGH PA 15237 DISTRIBUTION COMMITTEE MEMBER 1 0 STEPHEN M MUCK 361 DODDS ROAD BUTLER PA 16002 DISTRIBUTION COMMITTEE MEMBER 1 0 JAMES S ROTELLA 235 EDGEWOOD AVENUE APT B4 PITTSBURGH PA 15218 ADVISORY COMMITTEE MEMBER 2 1000 MICHELLE A ROTELLA 226 1ST STREET APT 4A JERSEY CITY NJ 07302 ADVISORY COMMITTEE MEMBER 1 500 AMY M GREENE 6962 VILLAGE WOODS PLACE WORTHINGTON OH 43085 ADVISORY COMMITTEE MEMBER 1 500 REBECCA MUCK 8223 WARD PKWY KANSAS CITY MO 64114 ADVISORY COMMITTEE MEMBER 1 500 WEN J VAUGHAN-MUCK 361 DOBBS ROAD BUTLER PA 16002 ADVISORY COMMITTEE MEMBER 1 500 NONE 0 NONE 0 27276682 448858 0 27725540 0 0 27725540 415883 27309657 1365483 1365483 10135 10135 1355348 0 1355348 0 1355348 1420300 0 0 0 0 1420300 1355348 0 0 0 9074 0 7695 0 16769 1420300 0 0 0 1355348 64952 0 0 81721 0 0 0 0 0 0 0 81721 9074 0 7695 0 64952 THE PHILIP AND PATRICIA MUCK CHAR F PO BOX 1158 WEXFORD PA 150901158 4122610779 THERE ARE NO REQUIRED FORMAL FORMS BUT MUST SUBMIT DOCUMENTATION OF CHARITABLE PURPOSES OF GRANT AND TAX-EXEMPT STATUS OF THE ORGANIZATION. THERE ARE NO SUBMISSION DEADLINES. THERE ARE NO RESTRICTIONS ON AWARDS. THE HERITAGE FOUNDATION 214 MASSACHUSETTS AVE NE WASHINGTON DC 20002 NONE 501(C)(3) GENERAL 25000 ABIDING MISSIONS 731 EXCELSIOR STREET PITTSBURGH PA 15210 NONE 501(C)(3) STAFFING & PIANO/CHOIR 65000 HOLY SEPULCHER CATHOLIC SCHOOL 6515 OLD ROUTE 8 NORTH BUTLER PA 16002 NONE 501(C)(3) SCHOLARSHIP FUND & TUITION 10000 TRAIL PITTSBURGH 7500 BROOKTREE ROAD WEXFORD PA 15090 NONE 501(C)(3) ALAMEDA PROJECT TRAIL FUND 7000 STRAWBERRY WEEK 12005 NORWOOD ROAD LEAWOOD KS 66209 NONE 501(C)(3) GENERAL 5000 CRISIS CENTER NORTH PO BOX 101093 PITTSBURGH PA 15237 NONE 501(C)(3) GENERAL 2500 LEAGUE OF WOMEN VOTERS OF GREATER PITTSBURGH 436 SEVENTH AVENUE SUITE 350 PITTSBURGH PA 15219 NONE 501(C)(3) GENERAL PROGRAM SUPPORT 10000 HOLY FAMILY INSTITUTE 8235 OHIO RIVER BLVD PITTSBURGH PA 15202 NONE 501(C)(3) TUITION SUPPORT FOR 10 150000 MARY HOUSE INC 7 GILMORE STREET UNIONTOWN PA 15401 NONE 501(C)(3) FUNDING FOR ADMINISTRATIVE 25000 PAWSPERITY 5829 TROOST AVENUE KANSAS CITY MO 64110 NONE 501(C)(3) GENERAL PROGRAM SUPPORT 25000 THE LIGHTHOUSE FOUNDATION PO BOX 366 BAKERSTOWN PA 15007 NONE 501(C)(3) HOLIDAY MEALS, GENERAL 12000 88BIKES FOUNDATION 1752 NW MARKET ST 818 SEATTLE WA 98107 NONE 501(C)(3) PURCHASE OF 100 BIKES 8800 OFF THE FLOOR FURNITURE BANK 901 ALLEGHENY AVENUE PITTSBURGH PA 15233 NONE 501(C)(3) PURCHASE OF MATTRESSES 15000 BLESSED FRANCIS SEELOS ACADEMY 201 CHURCH ROAD WEXFORD PA 15090 NONE 501(C)(3) TUITION SUPPORT - MUSILLO 5000 OUTRIGHT VERMONT PO BOX 5235 BURLINGTON VT 05402 NONE 501(C)(3) GENERAL 10000 THE FRESH AIR FUND 633 THIRD AVENUE 14TH FLOOR NEW YORK NY 10017 NONE 501(C)(3) SUMMER PROGRAMS 10000 COVENANT HOUSE 5 PENN PLAZA NEW YORK NY 100011810 NONE 501(C)(3) BUILDING & FURNISHING 50000 YOUNG WRITERS PROJECT 47 MAPLE STREET SUITE 216 BURLINGTON VT 05401 NONE 501(C)(3) GENERAL & YEAR-END MATCHING 10000 YORK STREET PROJECT 89 YORK STREET JERSEY CITY NJ 07302 NONE 501(C)(3) SUPPORT FOR THE NURTURING 15000 TREEHOUSE FOUNDATION ONE TREEHOUSE CIRCLE EASTHAMPTON MA 01027 NONE 501(C)(3) GENERAL 5000 YOUNG AMERICA'S FOUNDATION THE REAGAN RANCH CENTER SANTA BARBARA CA 93101 NONE 501(C)(3) SUMMER CONFERENCE STUDENT 15000 AMERICAN WHITEWATER PO BOX 1540 CULLOWHEE NC 28723 NONE 501(C)(3) YOUGH LOOP ACCESS 7000 GLADE RUN FOUNDATION 30 GLADE RUN DRIVE ZELIENOPLE PA 16063 NONE 501(C)(3) SUMMER ADVENTURE PROGRAM & 30000 CLASS 1400 S BRADDOCK AVENUE PITTSBURGH PA 152181264 NONE 501(C)(3) GENERAL 15000 SOCIETY OF ST VINCENT DE PAUL COUNCIL OF PITTSBURGH 3048 PIONEER AVENUE PITTSBURGH PA 15226 NONE 501(C)(3) GENERAL & FUNDING FOR 77500 HOMELESS CHILDREN'S EDUCATION FUND 1901 CENTRE AVENUE SUITE 301 PITTSBURGH PA 15219 NONE 501(C)(3) TEEN CEO PROGRAM/HOPE 15000 THE OHIO UNIVERSITY FOUNDATION PO BOX 869 ATHENS OH 45701 NONE 501(C)(3) PHILIP F. & PATRICIA S. 602000 HILLSDALE COLLEGE 33 E COLLEGE STREET HILLSDALE MI 49242 NONE 501(C)(3) SCHOLARSHIPS FOR LOW INCOME 15000 ST BENEDICT'S ABBEY 12605 224TH AVENUE BENET LAKE WI 531021000 NONE 501(C)(3) GENERAL & FACILITY UPGRADES 10000 THE EVANGELICAL LUTHERAN CHURCH IN AMERICA PO BOX 1809 MERRIFIELD VA 221168009 NONE 501(C)(3) BEHAZA SEMINARY, MADAGASCAR 10000 180 DEGREES EMPOWERMENT CENTER INC PO BOX 865 UNIONTOWN PA 15401 NONE 501(C)(3) WELS PROGRAM 10000 CATHOLIC CHARITIES OF NORTHEAST KANSAS 9720 WEST 87TH STREET OVERLAND PARK KS 66212 NONE 501(C)(3) FUNDING FOR NEW ROOTS 15000 CLARE BOOTHE LUCE POLICY INSTITUTE 112 ELDEN STREET SUITE P HERNDON VA 20170 NONE 501(C)(3) GENERAL 5000 ST JOHN NEUMANN CATHOLIC HIGH SCHOOL 3000 53RD STREET SW NAPLES FL 34116 NONE 501(C)(3) HVAC REPLACEMENT & 90000 CHRISTIAN APPALACHIAN PROJECT PO BOX 55911 LEXINGTON KY 405555911 NONE 501(C)(3) GENERAL 2000 ALYSSUM INC 927 ROUTE 100 NORTH ROCHESTER VT 05767 NONE 501(C)(3) GENERAL 5000 ADDISON CENTRAL TEENS PO BOX 1115 MIDDLEBURY VT 05753 NONE 501(C)(3) GENERAL MISSION & SUPPORT 9000 ST BONAVENTURE INDIAN MISSION & SCHOOL 25 NAVARRE BLVD W THOREAU NM 87323 NONE 501(C)(3) GENERAL 15000 SKYLINE RECOVERY PO BOX 59300 PITTSBURGH PA 15210 NONE 501(C)(3) FUNDING IN SUPPORT OF CASE 7500 1420300 14 729696 18 150317 880013 880013 false false false false false false false false false false LEGAL FEES 2231 2231 0 INVESTMENT MNGMNT FEES (DEDUCT 124127 119836 FEDERAL ESTIMATES - PRINCIPAL 3000 0 0 FOREIGN TAXES ON QUALIFIED FOR 7873 7873 0 FOREIGN TAXES ON NONQUALIFIED 5683 5683 0