2026-05-08T14:01:36-05:00 2025-12-31 920460586 PWC US TAX LLP 301 GRANT STREET 45TH FLOOR PITTSBURGH PA 15219 990 2025-01-01 236415355 CARL V S PATTERSON IRR PATT 6022247275 500 FIRST AVE P7-PFSC-03-Z PITTSBURGH PA 15219 PNC BANK N A TAX MANAGER 6022247275 2026-04-21 true LAWRENCE MCGUIRE P01233953 4123556000 2026-04-21 X 2025 2025-03-06 01:10:19Z DANIEL SCHULTZ CO PNC BANK 500 FIRST AVENUE PITTSBURGH PA 15219 908244 false X N/A X 1945 PA FINANCIAL SUPPORT FOR THE UNIVERSITY OF PENNSYLVANIA 1 0 0 0 0 0 0 77413 150412 0 77413 150412 80989 77476 0 27105 28308 0 0 650 908 108744 106692 -31331 43720 1706544 1750722 0 0 1706544 1750722 FINANCIAL SUPPORT FOR THE UNIVERSITY OF PENNSYLVANIA false false 83138 77476 SUPPORT FOR THE UNIVERSITY OF PENNSYLVANIA 83138 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 true 0 0 0 false false false false false false false false false true 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 6022247275 500 FIRST AVE P7-PFSC-03-Z PITTSBURGH PA 15219 PNC BANK N A TRUSTEE 1.0 0.0 X 28308 0 0 28308 0 0 false false false 52501 52501 855743 757832 97911 97911 97911 150412 150412 77476 77476 28308 5662 22646 FOREIGN TAXES PAID 908 908 106692 83138 23554 0 -3 45485 45545 1661059 1705180 1706544 1750722 0 0 X 1706544 1750722 1706544 1750722 1706544 1750722 X 43720 458 X false false false X X 1 THE UNIVERSITY OF PENNSYLVANIA 231352685 2 true 77476 0 1 77476 0 true false false false false false false false false false false true 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 Form 990, Schedule A, Part IV, Section D, Line 2 Carl V S Patterson 19 UN OF PA trust maintains a close and continuous working relationship with the supported organization by holding meetings to discuss investments and the general operation of the trust including the disbursements of funds, timings of grants and needs to the supported organization within the terms of the trust agreement. Form 990, Schedule A, 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. Form 990, Schedule A, Part IV, Section D, Line 3 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 the investments, income and expense activities of the supporting organization for the given tax year. Moreover, the trustee follows the dictates of the governing instrument, which states that 100% net income of the trust Form 990, Schedule A, Part IV, Section D, Line 3 (cont) should be distributed to the supported organization. Form 990, Schedule A, Part V, Line 1 The Trust was established before 11/20/1970 and did not receive any additional contributions, grants, requests, or other transfers on or after that date. The governing instrument requires the trust to distribute all of the net income to a designated public charity and the trustee has no discretion to vary the beneficiaries or the amounts payable to the beneficiaries. Form 990, Schedule A, Part V, Line 1 (cont) The trustees, none of which would be disqualified persons to this trust, makes annual written reports to the supported organization with respect to such trust setting forth a description of the assets of the trust including a detailed list of the income produced. true UNIVERSITY OF PENNSYLVANIA 3451 WALNUT STREET RM 427 PHILADELPHIA PA 191046285 231352685 501(C)(3) 77476 FMV TO PROVIDE SUPPORT TO UNIVERSITY OF PENNSYLVANIA EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2 CARL V S PATTERSON 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 CARL V S PATTERSON 19 UN OF PA 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 CARL V S PATTERSON 19 UN OF PA 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 OF THE CARL V S PATTERSON 19 UN OF PA TRUST ARRANGES FOR THE PREPARATION OF THE TAX RETURNS FOR THIS TRUST AND ENGAGES A THIRD PARTY FOR THIS PREPARATION, THUS FORM 990 IS PREPARED BY THE GOVERNING BODY. 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 UPON REQUEST. FORM 990, PAGE 6, PART VI, LINE 19 FORM 990 AND RELATED FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. THE GOVERNING DOCUMENTS AND CONFLICTS OF INTEREST POLICY ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. EXPLANATION FOR FORM 990, PART XI, LINE 9 MUTUAL FUND TIMING ADJ: $460, ROUNDING: ($2) THE UNIVERSITY OF PENNSYLVANIA 3451 WALNUT STREET RM 427 PHILADELPHIA PA 191046285 231352685 UNIVERSITY THAT EDUCATES STUDENTS PA 501(C)(3) 2 N/A false false true false false false false false false false false false false false false false false false false false THE UNIVERSITY OF PENNSYLVANIA b 77476 FMV