OWEN C & JEAN I PRITCHARD CHARITABLE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- OWEN C & JEAN I PRITCHARD CHARITABLE FOUNDATION (EIN 35-2016378)
- Tax period
- 2024-04-01 to 2025-03-31
- Filed
- 2025-08-11
- IRS object ID
- 202522239349100032
- Schema version
- 2024v5.2
- 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 Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-08-11T15:01:28-04:00 | ReturnTs |
| Tax Period End | 2025-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 920460586 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PWC US TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 GRANT STREET 45TH FLOOR | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 352016378 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OWEN & JEAN PRITCHARD FDN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PRIT | BusinessNameControlTxt |
| Phone | 4124421522 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 FIRST AVE P7-PFSC-03-Z | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PNC BANK N A | PersonNm |
| Person Title | TAX MANAGER | PersonTitleTxt |
| Phone | 4124421522 | PhoneNum |
| Signature | 2025-07-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAWRENCE MCGUIRE | PreparerPersonNm |
| PTIN | P01233953 | PTIN |
| Phone | 4123556000 | PhoneNum |
| Preparation | 2025-07-09 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,250,154 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $58,920 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $58,688 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $59,789 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $578,114 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $59,789 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $118,709 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $118,477 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $25,025 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $20,020 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $5,005 | 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 | $1,684 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $760 | 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 |
| Other Expenses Rev And Expnss | $6,541 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $6,541 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $33,250 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20,780 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,546 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $90,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $90,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $123,250 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20,780 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $101,546 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,541 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $97,697 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $50,215 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $44,219 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $44,219 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $1,883,595 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,884,669 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,205,935 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,933,810 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,928,888 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,250,154 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,933,810 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,928,888 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,933,810 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,928,888 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,933,810 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,928,888 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,933,810 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,541 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,929,269 | SubtotalAmt |
| Other Decreases | $381 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,928,888 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (86 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 16. ISHARES CORE S&P 500 | 2022-03-01 | 2024-06-11 | $8,565 | $6,942 | $1,623 | $1,623 | |
| 135.389 PRINCIPAL MIDCAP FUND-R6 | 2018-03-20 | 2024-06-11 | $5,556 | $3,744 | $1,812 | $1,812 | |
| 66.687 TRANSAMERICA SM CAP GROW-I2 | 2024-02-23 | 2024-06-11 | $441 | $458 | -$17 | -$17 | |
| 3936.753 TRANSAMERICA SM CAP GROW-I2 | 2024-06-11 | $26,061 | $26,395 | -$334 | -$334 | ||
| 17.867 TRIBUTARY SMALL COMPANY FD INST PLUS FD 1705 | 2024-02-23 | 2024-06-11 | $538 | $525 | $13 | $13 | |
| 727.49 TRIBUTARY SMALL COMPANY FD INST PLUS FD 1705 | 2024-06-11 | $21,919 | $17,542 | $4,377 | $4,377 | ||
| 31.305 ALLSPRING SPECIAL MID CAP VALUE | 2024-02-23 | 2024-06-11 | $1,528 | $1,484 | $44 | $44 | |
| 777.209 ALLSPRING SPECIAL MID CAP VALUE | 2024-06-11 | $37,928 | $36,991 | $937 | $937 | ||
| 1. WISDOMTREE U.S. QUALITY DIVI | 2023-09-26 | 2024-06-11 | $77 | $64 | $13 | $13 | |
| 363.163 WASATCH INTL OPPORTUNIT-INST | 2024-08-20 | $1,173 | $1,031 | $142 | $142 | ||
| 8373.629 WASATCH INTL OPPORTUNIT-INST | 2024-08-20 | $27,047 | $27,970 | -$923 | -$923 | ||
| 69.751 DODGE & COX INCOME FUND | 2023-03-21 | 2024-08-26 | $903 | $889 | $14 | $14 | |
| 23.661 DOUBLELINE TOTAL RETURN BOND | 2023-05-25 | 2024-08-26 | $213 | $212 | $1 | $1 | |
| 6. ISHARES CORE S&P 500 | 2022-03-01 | 2024-08-26 | $3,381 | $2,603 | $778 | $778 | |
| 8. ISHARES MSCI USA MIN VOL FACTOR ETF | 2023-09-26 | 2024-08-26 | $725 | $587 | $138 | $138 | |
| 1213.897 ALLSPRING CORE BOND FUND | 2024-08-26 | $13,717 | $13,357 | $360 | $360 | ||
| 2213.549 WESTERN ASSET CORE PLUS BOND FUND CLASS IS | 2024-08-26 | $21,095 | $20,249 | $846 | $846 | ||
| 11973.709 WESTERN ASSET CORE PLUS BOND FUND CLASS IS | 2024-08-26 | $114,109 | $121,827 | -$7,718 | -$7,718 | ||
| 10. WISDOMTREE U.S. QUALITY DIVI | 2023-09-26 | 2024-08-26 | $817 | $637 | $180 | $180 | |
| 28. ISHARES CORE S&P 500 | 2022-03-01 | 2024-10-08 | $16,043 | $12,149 | $3,894 | $3,894 | |
| 6. ISHARES MSCI USA MIN VOL FACTOR ETF | 2023-09-26 | 2024-10-08 | $543 | $440 | $103 | $103 | |
| 1414.785 ALLSPRING CORE BOND FUND | 2023-05-25 | 2024-10-08 | $15,846 | $15,548 | $298 | $298 | |
| 20. WISDOMTREE U.S. QUALITY DIVI | 2023-09-26 | 2024-10-08 | $1,651 | $1,274 | $377 | $377 | |
| 654. ISHARES MSCI USA MIN VOL FACTOR ETF | 2023-09-26 | 2024-11-19 | $59,519 | $47,958 | $11,561 | $11,561 | |
| 611.086 AMG RR SM CAP VAL-I | 2024-06-11 | 2025-03-11 | $9,374 | $9,435 | -$61 | -$61 | |
| 79.243 AMG RR SM CAP VAL-I | 2024-02-23 | 2025-03-11 | $1,216 | $1,232 | -$16 | -$16 | |
| 35.405 PZENA EMERG MKTS VALUE-INST | 2024-02-23 | 2025-03-11 | $449 | $434 | $15 | $15 | |
| 1512.498 ARTISAN INTL SM/MID-INST | 2024-08-20 | 2025-03-11 | $26,438 | $28,132 | -$1,694 | -$1,694 | |
| 116. DIMENSIONAL INTERNATIONAL VA | 2025-03-11 | $4,538 | $3,846 | $692 | $692 | ||
| 209.269 DODGE & COX INCOME FUND | 2024-10-08 | 2025-03-11 | $2,654 | $2,677 | -$23 | -$23 | |
| 1224.225 DOUBLELINE TOTAL RETURN BOND | 2025-03-11 | $10,834 | $10,805 | $29 | $29 | ||
| 657.389 HARBOR MID CAP VALUE | 2024-06-11 | 2025-03-11 | $16,408 | $16,599 | -$191 | -$191 | |
| 1408.15 OAKMARK INTL SM CAP-R6 | 2025-03-11 | $27,684 | $17,821 | $9,863 | $9,863 | ||
| 39. ISHARES CORE S&P 500 | 2024-11-19 | 2025-03-11 | $21,980 | $23,057 | -$1,077 | -$1,077 | |
| 6. ISHARES MSCI INTL QUALITY | 2023-04-19 | 2025-03-11 | $240 | $216 | $24 | $24 | |
| 86.895 MFS EMERGING MKTS DEBT FD-R6 | 2025-03-11 | $1,049 | $1,274 | -$225 | -$225 | ||
| 2262.684 MADISON MID CAP FUND-R6 | 2025-03-11 | $36,316 | $22,946 | $13,370 | $13,370 | ||
| 739.968 MERIDIAN SMALL CAP GROW-INSTL | 2024-06-11 | 2025-03-11 | $9,028 | $9,472 | -$444 | -$444 | |
| 45.105 PRINCIPAL MIDCAP FUND-R6 | 2018-03-20 | 2025-03-11 | $1,945 | $1,247 | $698 | $698 | |
| 353.678 PGIM HIGH YIELD FUND | 2025-03-11 | $1,698 | $1,921 | -$223 | -$223 | ||
| 291.839 ALLSPRING CORE BOND FUND | 2023-05-25 | 2025-03-11 | $3,225 | $3,207 | $18 | $18 | |
| 20. WISDOMTREE U.S. QUALITY DIVI | 2024-11-19 | 2025-03-11 | $1,588 | $1,663 | -$75 | -$75 | |
| 23. WISDOMTREE U.S. QUALITY DIVI | 2023-09-26 | 2025-03-11 | $1,826 | $1,465 | $361 | $361 | |
| CAPITAL GAIN DIVIDENDS | $20,229 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,229 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,229 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,229 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,229 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,229 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,229 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,229 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,229 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,229 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,229 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,229 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,229 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,229 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,229 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,229 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,229 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,229 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,229 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,229 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,229 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,229 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,229 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,229 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,229 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,229 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,229 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,229 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,229 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,229 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,229 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,229 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,229 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,229 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,229 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,229 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,229 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,229 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,229 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,229 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,229 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,229 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,229 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $59,789 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,358 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,358 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,358 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $708 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $708 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $650 | 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 | IN | 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 | 4124421522 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 FIRST AVE P7-PFSC-03-Z | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PNC BANK N A | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 FIRST AVE P7-PFSC-03-Z | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $25,025 | 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 | $2,261,254 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $58,302 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,319,556 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,319,556 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $34,793 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,284,763 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $114,238 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $114,238 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,358 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,358 | TotalTaxAmt |
| Distributable Before Adj | $112,880 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $112,880 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $112,880 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $101,546 | 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 | $101,546 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $112,880 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $89,608 | 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 | $101,546 | QualifyingDistributionsAmt |
| Applied To Year1 | $89,608 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $11,938 | 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 | $100,942 | 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 | Tower at PNC Plaza 300 Fifth Ave | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4124421522 | RecipientPhoneNum |
| Form And Info And Materials | SEE FOOTNOTE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE FOOTNOTE | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE FOOTNOTE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| CHILDRENS AUTISM CENTER INCORPORATED | ||||||||
| 5601 COVENTRY LN | FORT WAYNE | IN | 468047145 | NONE | PC | 2025 ABA PROGRAMS | $5,000 | |
| SOULMEDIC MEDIA GROUP INC | ||||||||
| 6429 OAKBROOK PKWY | FORT WAYNE | IN | 468254223 | NONE | PC | ONGOING MENTAL HEALTH | $5,000 | |
| FORT WAYNE SOCIETY OF ST VINCENT | ||||||||
| 1600 S CALHOUN STREET | FORT WAYNE | IN | 46802 | NONE | PC | FURNITURE PROGRAM | $7,500 | DE PAUL |
| BLACK PINE ANIMAL SANCTUARY | ||||||||
| 1426 W 300 N | ALBION | IN | 467019558 | NONE | PC | EDUCATION OUTREACH | $10,000 | |
| TURNSTONE CENTER FOR CHILDREN AND ADULTS | ||||||||
| 3320 N CLINTON STREET | FORT WAYNE | IN | 468051918 | NONE | PC | THERAPY PROGRAM | $20,000 | |
| CANCER SERVICES OF ALLEN COUNTY | ||||||||
| 6316 MUTUAL DRIVE | FORT WAYNE | IN | 46825 | NONE | PC | CHILDREN'S CLIENT ADVOCATE | $7,000 | |
| ANTHONY WAYNE REHAB CENTER FOR HANDICAPP | ||||||||
| 8515 BLUFFTON RD | FORT WAYNE | IN | 468093022 | NONE | PC | SUMMER CAMP PROGRAMS | $10,000 | AND BLIND |
| EUELL A WILSON CENTER INC | ||||||||
| 1512 OXFORD ST | FORT WAYNE | IN | 468063612 | NONE | PC | YOUTH PROGRAMMING | $2,500 | |
| VERA BRADLEY FDN FOR BREAST CANCER | ||||||||
| 12420 SILVERADO DR | ROANOKE | IN | 467839337 | NONE | PC | GIFT - SAPPHIRE LEVEL | $2,500 | |
| INTERFAITH HOSPITALITY NETWORK OF | ||||||||
| 2925 EAST STATE BOULEVARD | FORT WAYNE | IN | 46805 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | GREATER FORT WAYNE INC |
| MUSTARD SEED FURITURE BANK OF FORT WAYNE | ||||||||
| 3636 ILLINOIS RD | FORT WAYNE | IN | 468042062 | NONE | PC | BEDS4KIDS PROGRAM | $5,000 | |
| OUT OF A JAM INC | ||||||||
| 322 W WOODLAND AVE | FORT WAYNE | IN | 468071351 | NONE | PC | FEEDING FORT WAYNE KIDS | $5,500 | |
| HEALTHIER MOMS AND BABIES INC | ||||||||
| 215 E BERRY ST | FORT WAYNE | IN | 468022705 | NONE | PC | PRENATAL HOME VISITATION | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $90,000 | 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 |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $58,920 | 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 Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $59,789 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $118,709 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $118,709 | 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 (35 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 317609295 SEAFARER OVERSEAS GR | AT COST | $60,681 | $56,512 |
| 461418444 WCM FOCUSED INTL GRO | AT COST | $61,277 | $90,019 |
| 464287200 ISHARES CORE S&P 500 | AT COST | $583,638 | $834,422 |
| 543069405 LONGLEAF PARTNERS FD | AT COST | $51,664 | $43,880 |
| 552746364 MFS EMERGING MKTS DE | AT COST | $43,537 | $39,033 |
| 557492485 MADISON MID CAP FUND | |||
| 74256W584 PRINCIPAL MIDCAP FUN | AT COST | $22,969 | $40,129 |
| 74440Y884 PGIM HIGH YIELD FUND | AT COST | $53,220 | $50,036 |
| 89355J656 TRANSAMERICA SM CAP | |||
| 89609H704 TRIBUTARY SMALL COMP | |||
| 936793686 WASATCH INTL OPPORTU | |||
| 00171A852 AMG RR SM CAP VAL-I | AT COST | $26,043 | $28,345 |
| 413838566 OAKMARK INTL SM CAP- | |||
| 89154M702 TOUCHSTONE SANDS EM | AT COST | $44,582 | $45,493 |
| 94987W513 ALLSPRING SPECIAL MI | |||
| 957663669 WESTERN ASSET CORE P | |||
| 00770X675 PZENA EMERG MKTS VAL | AT COST | $37,556 | $44,590 |
| 09260B382 BLACKROCK STRATEGIC | |||
| 256210105 DODGE & COX INCOME F | AT COST | $137,798 | $144,573 |
| 258620533 DOUBLELINE FLEXIBLE | |||
| 464287440 ISHARES BARCLAYS 7-1 | |||
| 464288877 ISHARES MSCI EAFE VA | |||
| 46432F339 ISHARES MSCI USA QUA | |||
| 25434V807 DIMENSIONAL INTERNAT | AT COST | $37,235 | $44,831 |
| 258620566 DOUBLELINE TOTAL RET | AT COST | $66,701 | $67,112 |
| 46429B267 ISHARES U S TREASURY | AT COST | $101,081 | $101,387 |
| 46429B697 ISHARES MSCI USA MIN | |||
| 46434V456 ISHARES MSCI INTL QU | AT COST | $70,535 | $77,872 |
| 94987W794 ALLSPRING CORE BOND | AT COST | $100,104 | $101,032 |
| 97717X669 WISDOMTREE U.S. QUAL | AT COST | $62,285 | $78,103 |
| 025072349 AVANTIS US LARGE CAP | AT COST | $72,282 | $72,905 |
| 09252M883 BLACKROCK TOTAL RETU | AT COST | $138,058 | $134,430 |
| 411512460 HARBOR MID CAP VALUE | AT COST | $27,990 | $27,779 |
| 46435G326 ISHARES CORE MSCI DE | AT COST | $55,889 | $55,870 |
| 589619824 MERIDIAN SMALL CAP G | AT COST | $29,544 | $27,582 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| MUTUAL FUND TIMING ADJ | $134 |
| ROC ON CY SALES | $232 |
| ROUNDING | $15 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRANTMAKING FEES | Desc |
| Revenue And Expenses Per Books | $6,541 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,541 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $216 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $708 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $593 | $593 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $167 | $167 | $0 |