ELIZABETH S BLACK CHARITABLE TR: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ELIZABETH S BLACK CHARITABLE TR (EIN 04-3731472)
- Tax period
- 2019-11-01 to 2020-10-31
- Filed
- 2021-01-11
- IRS object ID
- 202130119349101203
- Schema version
- 2019v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Investments Other Schedule2
- Other Decreases Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-01-11T17:00:10-06:00 | ReturnTs |
| Tax Period End | 2020-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 N WACKER DR | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043731472 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELIZABETH S BLACK CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BLAC | BusinessNameControlTxt |
| Phone | 4127685097 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 116 ALLEGHENY CENTER MALL P8YB3502L | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15212 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PNC BANK N A BY | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 4127685097 | PhoneNum |
| Signature | 2020-12-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JACOB J ZEHNDER | PreparerPersonNm |
| PTIN | P01564049 | PTIN |
| Phone | 8445222059 | PhoneNum |
| Preparation | 2020-12-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,130,871 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $214,528 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $214,528 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $619,127 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,238,362 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $619,127 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $3,391 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $837,046 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $833,655 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $154,640 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $77,320 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $77,320 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,955 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $15 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $163,595 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $77,335 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $77,320 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $450,964 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $450,964 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $614,559 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $77,335 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $528,284 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $222,487 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $756,320 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $257,904 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $332,707 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $332,707 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $9,291,826 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,438,710 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,798,164 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $9,549,730 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,771,417 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,130,871 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $9,495,160 | CapitalStockBOYAmt |
| Capital Stock EOY | $9,764,706 | CapitalStockEOYAmt |
| Retained Earning BOY | $54,570 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,711 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,549,730 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,771,417 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,549,730 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,771,417 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,549,730 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $222,487 | ExcessRevenueOverExpensesAmt |
| Other Increases | $972 | OtherIncreasesAmt |
| Subtotal | $9,773,189 | SubtotalAmt |
| Other Decreases | $1,772 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,771,417 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (29 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 77.709 AQR LONG-SHORT EQUITY-I | 2017-08-04 | 2020-02-06 | $866 | $1,100 | -$234 | -$234 | |
| 366.178 EATON VANCE GLOBAL MACRO ABSOLUTE RETURN ADVANTAGE FUND | 2017-08-04 | 2020-02-06 | $3,892 | $3,863 | $29 | $29 | |
| 34.035 GOTHAM ABSOLUTE RETURN-INS | 2017-08-04 | 2020-02-06 | $520 | $465 | $55 | $55 | |
| 68.552 361 GLOBAL LNG/SHRT EQ-Y | 2019-10-28 | 2020-02-06 | $770 | $758 | $12 | $12 | |
| 420. SCHWAB US REIT ETF | 2019-10-23 | 2020-04-20 | $14,056 | $20,231 | -$6,175 | -$6,175 | |
| 3410. SCHWAB US REIT ETF | 2019-03-15 | 2020-04-20 | $114,120 | $149,761 | -$35,641 | -$35,641 | |
| 7872.339 AQR LONG-SHORT EQUITY-I | 2017-08-04 | 2020-05-27 | $73,055 | $103,462 | -$30,407 | -$30,407 | |
| 5701.544 GOTHAM ABSOLUTE RETURN-INS | 2017-08-04 | 2020-05-27 | $78,966 | $77,940 | $1,026 | $1,026 | |
| 7795.16 361 GLOBAL LNG/SHRT EQ-Y | 2019-10-28 | 2020-05-27 | $80,212 | $86,137 | -$5,925 | -$5,925 | |
| 19.536 BRANDYWINE GLOBAL ALTERNATIVE CREDIT FUND CLASS I | 2020-02-06 | 2020-05-27 | $176 | $207 | -$31 | -$31 | |
| 10992.286 BRANDYWINE GLOBAL ALTERNATIVE CREDIT FUND CLASS I | 2017-08-04 | 2020-05-27 | $98,821 | $115,223 | -$16,402 | -$16,402 | |
| 413.242 PGIM QMA LONG/SHORT EQTY-Q | 2020-02-06 | 2020-05-27 | $4,356 | $4,885 | -$529 | -$529 | |
| 6962.662 PGIM QMA LONG/SHORT EQTY-Q | 2019-10-28 | 2020-05-27 | $73,386 | $86,894 | -$13,508 | -$13,508 | |
| 2200.997 FEDERATED HERMES INTERNATIONAL EQUITY FUND | 2018-03-15 | 2020-06-08 | $53,000 | $55,597 | -$2,597 | -$2,597 | |
| 890. ISHARES TR RUSSELL MIDCAP INDEX FD | 2009-04-13 | 2020-06-08 | $51,095 | $13,148 | $37,947 | $37,947 | |
| 480. ISHARES TR RUSSELL 1000 GROWTH INDEX FD | 2019-06-18 | 2020-06-08 | $91,960 | $75,733 | $16,227 | $16,227 | |
| 405. ISHARES TR RUSSELL 1000 GROWTH INDEX FD | 2019-01-16 | 2020-06-08 | $77,591 | $58,567 | $19,024 | $19,024 | |
| 3541.667 FEDERATED HERMES INTERNATIONAL EQUITY FUND | 2018-03-15 | 2020-07-08 | $85,000 | $85,704 | -$704 | -$704 | |
| 3225.133 HARBOR FD CAP APPRECIATION FD | 2010-08-17 | 2020-07-08 | $309,000 | $112,167 | $196,833 | $196,833 | |
| 6911.582 HARBOR FD VALUE FUND | 2019-10-23 | 2020-07-08 | $111,000 | $111,346 | -$346 | -$346 | |
| 2005. ISHARES TR RUSSELL MIDCAP INDEX FD | 2009-04-13 | 2020-07-08 | $107,649 | $29,619 | $78,030 | $78,030 | |
| 2891.069 MFS VALUE FUND CLASS I FUND 893 | 2018-10-09 | 2020-07-08 | $112,000 | $118,592 | -$6,592 | -$6,592 | |
| 5549.77 AQR MANAGED FUTURES STRATEGY FUND CLASS I | 2020-02-06 | 2020-07-29 | $46,507 | $47,063 | -$556 | -$556 | |
| 13678.712 AQR MANAGED FUTURES STRATEGY FUND CLASS I | 2017-08-17 | 2020-07-29 | $114,628 | $117,423 | -$2,795 | -$2,795 | |
| 340.765 SEMPER MBS TOTAL RETURN FUND | 2020-05-27 | 2020-07-29 | $2,971 | $2,770 | $201 | $201 | |
| 4665. ISHARES TR RUSSELL MIDCAP INDEX FD | 2009-04-13 | 2020-09-09 | $268,904 | $68,914 | $199,990 | $199,990 | |
| 2159.686 PRINCIPAL MIDCAP FUND-R6 | 2019-10-23 | 2020-09-09 | $68,808 | $66,000 | $2,808 | $2,808 | |
| 194.363 PRINCIPAL MIDCAP FUND-R6 | 2019-06-18 | 2020-09-09 | $6,192 | $5,666 | $526 | $526 | |
| CAPITAL GAIN DIVIDENDS | $188,861 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $619,127 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $556,178 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $10,715,816 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051903 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $490,515 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $11,139,200 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.044035 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $501,338 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $10,503,390 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047731 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $589,284 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,905,374 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.059491 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $466,326 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $10,400,037 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.044839 | DistributionYr5Rt |
| Total Distribution | 0.247999 | TotalDistributionRt |
| Average Distribution | 0.0496 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $10,882,891 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $539,791 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $7,563 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $547,354 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $528,284 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $15,126 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $15,126 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $15,126 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14,320 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $14,320 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $806 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | SEE FOOTNOTE | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PNC BANK NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4127685097 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 116 ALLEGHENY CENTER MALL | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152129938 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PNC BANK NA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 116 Allegheny Center Mall | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152129938 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 31 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $154,640 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $11,048,620 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,048,620 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,048,620 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $165,729 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,882,891 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $544,145 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $544,145 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,126 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,126 | TotalTaxAmt |
| Distributable Before Adj | $529,019 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $529,019 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $529,019 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $528,284 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $528,284 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $528,284 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $529,019 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $450,964 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $528,284 | QualifyingDistributionsAmt |
| Applied To Year1 | $450,964 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $77,320 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $451,699 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PNC CHARITABLE TRUST GRANT REVIEW C | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | The Tower at PNC Plaza 300 Fifth A | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4127625157 | RecipientPhoneNum |
| Form And Info And Materials | Please reference the name of the trust in all communications See footnote | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | See website: www.pnc.com/en/about-pnc/corporate-responsibility/ philanthropy/charitable-trusts.html | SubmissionDeadlinesTxt |
| Restrictions On Awards | See website: www.pnc.com/en/about-pnc/corporate-responsibility/ philanthropy/charitable-trusts.html for specific information | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| YOUNG WOMENS CHRISTIAN | ||||||||
| ASSOCIATION | 109 CENTRAL AVE | OIL CITY | PA | 163012735 | NONE | PC | YOUTH AND SUMMER PLAYGROUND | $87,745 |
| CHILD DEVELOPMENT CENTERS INC | ||||||||
| 702 LIBERTY STREET | Franklin | PA | 16323 | NONE | PC | PLAYGROUND UPGRADES | $24,000 | |
| BRIDGE BUILDERS COMMUNITY FOUNDATIONS | ||||||||
| 206 SENECA STREET | OIL CITY | PA | 16301 | NONE | PC | FIRST NIGHT - OIL CITY 2016 | $97,863 | |
| VENANGO AREA RIDING FOR | ||||||||
| THE HANDICAPPED ASSOCIATION INC | 150 WAGNER DRIVE | Franklin | PA | 16323 | NONE | PC | THERAPEUTIC RIDING PROGRAM | $25,000 |
| GRACE LEARNING CENTER INC | ||||||||
| 321 ROCKY GROVE AVE | FRANKLIN | PA | 16323 | NONE | PC | AFTERSCHOOL PROGRAM | $30,000 | |
| GOOD HOPE LUTHERAN CHURCH | ||||||||
| 800 MORAN STREET | OIL CITY | PA | 16301 | NONE | PC | AFTERSCHOOL PROGRAM | $106,356 | |
| OPEN DOOR INITIATIVE OF OIL CITY | ||||||||
| 405 E 2ND ST | OIL CITY | PA | 163012324 | NONE | PC | OPEN DOOR CAFE | $30,000 | |
| MUSTARD SEED MISSIONS OF | ||||||||
| VENANGO COUNTY | 215 E BISSELL AVE | Oil City | PA | 16301 | NONE | PC | MUSTARD SEED PROGRAMS 2020 | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $450,964 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $214,528 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $619,127 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,391 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $837,046 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $837,046 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS - FIXED | AT COST | $1,869,801 | $2,015,837 |
| MUTUAL FUNDS - EQUITY | AT COST | $7,568,909 | $8,782,327 |
| ALTERNATIVE INVESTMENTS |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FY19 TRANS POSTED TO FY 20 | Desc |
| Amt | $1,772 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND FROM PRIOR YEAR | Desc |
| Revenue And Expenses Per Books | $3,391 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ROUNDING ADJ FOR SALES AND TRANSACTIONS | $3 |
| FY18 TRANS POSTED TO FY19 | $969 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $15 | $15 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $8,940 | $0 | $0 |
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