OWEN C & JEAN I PRITCHARD CHARITABLE FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- OWEN C & JEAN I PRITCHARD CHARITABLE FOUNDATION (EIN 35-2016378)
- Tax period
- 2017-04-01 to 2018-03-31
- Filed
- 2018-06-22
- IRS object ID
- 201801739349100310
- Schema version
- 2017v2.2
- 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 Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-06-22T13:00:27-05:00 | ReturnTs |
| Tax Period End | 2018-03-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-04-01 | 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 | 4127623792 | 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 | 4127623792 | PhoneNum |
| Signature | 2018-06-05 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $2,181,675 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $40,005 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $40,005 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $610,828 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,300,597 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $610,828 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $650,833 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $650,833 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $29,037 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $14,518 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $14,519 | 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 | $717 | TaxesRevAndExpnssAmt |
| 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 | $29,754 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,518 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $14,519 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $82,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $82,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $112,254 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,518 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $97,019 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $538,579 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $636,315 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $63,822 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $145,806 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $145,806 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $1,596,646 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,053,316 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,035,869 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,660,468 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,199,122 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,181,675 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,660,468 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,190,514 | CapitalStockEOYAmt |
| Retained Earning EOY | $8,608 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,660,468 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,199,122 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,660,468 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,199,122 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,660,468 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $538,579 | ExcessRevenueOverExpensesAmt |
| Other Increases | $77 | OtherIncreasesAmt |
| Subtotal | $2,199,124 | SubtotalAmt |
| Other Decreases | $2 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,199,122 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (46 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 1120. SCHWAB US REIT ETF | 2016-08-03 | 2017-04-21 | $46,984 | $50,119 | -$3,135 | -$3,135 | |
| 212.857 HARBOR FD CAP APPRECIATION FD | 2010-08-23 | 2017-08-22 | $15,000 | $6,492 | $8,508 | $8,508 | |
| 185. ISHARES TR RUSSELL MIDCAP VALUE INDEX FD | 2016-02-25 | 2017-08-22 | $15,203 | $12,032 | $3,171 | $3,171 | |
| 140. IWP ISHARES RUSSELL MIDCAP GRWTH FD | 2009-06-23 | 2017-08-22 | $15,105 | $4,890 | $10,215 | $10,215 | |
| 250. ISHARES 1 TO 3 YEAR CREDIT BOND ETF | 2013-09-19 | 2017-08-22 | $26,350 | $26,335 | $15 | $15 | |
| 891.947 MFS VALUE FUND CLASS I FUND 893 | 2011-02-04 | 2017-08-22 | $35,000 | $21,228 | $13,772 | $13,772 | |
| 302.297 T ROWE PRICE GROWTH STOCK FUND | 2010-08-23 | 2017-08-22 | $20,000 | $7,911 | $12,089 | $12,089 | |
| 54.69 BLACKROCK STRATEGIC INCOME OPPORTUNITIES PORTFOLIO | 2014-12-23 | 2018-03-13 | $545 | $553 | -$8 | -$8 | |
| 92.859 GOLDMAN SACHS ABSOLUTE RETURN TRACKER FUND CL I | 2018-03-13 | $898 | $854 | $44 | $44 | ||
| 51.919 MFS VALUE FUND CLASS I FUND 893 | 2018-03-13 | $2,144 | $1,726 | $418 | $418 | ||
| 9.899 MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND CLASS I | 2014-12-10 | 2018-03-13 | $193 | $192 | $1 | $1 | |
| 93.474 ROWE T PRICE VALUE FD INC COM | 2018-03-13 | $3,546 | $3,086 | $460 | $460 | ||
| 3492.386 ALLIANCEBERNSTEIN GLOBAL BD FD INC ADV FD 456 | 2016-08-03 | 2018-03-20 | $28,952 | $29,930 | -$978 | -$978 | |
| 1996.008 BAIRD MIDCAP INST | 2016-03-31 | 2018-03-20 | $40,858 | $30,000 | $10,858 | $10,858 | |
| 5127.307 BLACKROCK STRATEGIC INCOME OPPORTUNITIES PORTFOLIO | 2018-03-20 | $50,914 | $52,268 | -$1,354 | -$1,354 | ||
| 454. XTRACKERS MSCI JAPAN HEDGED ETF | 2015-05-21 | 2018-03-20 | $18,947 | $19,979 | -$1,032 | -$1,032 | |
| 1672. XTRACKERS MSCI EUROPE HEDGED ETF | 2015-05-21 | 2018-03-20 | $46,079 | $50,177 | -$4,098 | -$4,098 | |
| 1762. XTRACKERS MSCI EUROPE HEDGED ETF | 2017-04-21 | 2018-03-20 | $48,560 | $47,210 | $1,350 | $1,350 | |
| 480.516 DIAMOND HILL LONG-SHORT FUND CL I | 2018-03-20 | $12,666 | $10,041 | $2,625 | $2,625 | ||
| 12595.757 DODGE & COX INCOME FUND | 2018-03-20 | $171,050 | $164,074 | $6,976 | $6,976 | ||
| 2390.654 GOLDMAN SACHS ABSOLUTE RETURN TRACKER FUND CL I | 2018-03-20 | $23,022 | $21,609 | $1,413 | $1,413 | ||
| 1456.624 HARBOR FD INTL FD | 2004-02-06 | 2018-03-20 | $98,337 | $55,293 | $43,044 | $43,044 | |
| 2697.43 HARBOR FD CAP APPRECIATION FD | 2010-08-23 | 2018-03-20 | $205,706 | $82,272 | $123,434 | $123,434 | |
| 215. ISHARES TR S&P 500/BARRA GROWTH INDEX FD | 2016-04-12 | 2018-03-20 | $34,642 | $24,920 | $9,722 | $9,722 | |
| 280. ISHARES TR S&P 500/BARRA VALUE INDEX | 2016-04-12 | 2018-03-20 | $31,304 | $25,155 | $6,149 | $6,149 | |
| 605. ISHARES TR RUSSELL MIDCAP VALUE INDEX FD | 2018-03-20 | $53,233 | $19,989 | $33,244 | $33,244 | ||
| 204. IWP ISHARES RUSSELL MIDCAP GRWTH FD | 2009-06-23 | 2018-03-20 | $25,871 | $7,125 | $18,746 | $18,746 | |
| 135. ISHARES TR S&P SMLCP GROW | 2014-03-10 | 2018-03-20 | $24,075 | $16,393 | $7,682 | $7,682 | |
| 450. ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND | 2016-04-12 | 2018-03-20 | $48,450 | $50,394 | -$1,944 | -$1,944 | |
| 235. ISHARES INTERMEDIATE CREDIT BOND ETF | 2017-08-22 | 2018-03-20 | $25,074 | $25,908 | -$834 | -$834 | |
| 365. ISHARES INTERMEDIATE CREDIT BOND ETF | 2015-07-13 | 2018-03-20 | $38,945 | $39,606 | -$661 | -$661 | |
| 270. ISHARES EDGE MSCI USA QUALITY FACTOR ETF | 2017-02-27 | 2018-03-20 | $22,952 | $19,803 | $3,149 | $3,149 | |
| 270. ISHARES EDGE MSCI USA VALUE FACTOR ETF | 2017-02-27 | 2018-03-20 | $22,831 | $20,187 | $2,644 | $2,644 | |
| 5172.278 MFS VALUE FUND CLASS I FUND 893 | 2018-03-20 | $209,581 | $122,843 | $86,738 | $86,738 | ||
| 1724.307 MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND CLASS I | 2013-08-21 | 2018-03-20 | $32,952 | $30,969 | $1,983 | $1,983 | |
| 2894.308 T ROWE PRICE GROWTH STOCK FUND | 2010-08-23 | 2018-03-20 | $196,610 | $75,744 | $120,866 | $120,866 | |
| 7057.463 PRUDENTIAL TOTAL RETURN BOND CLASS Q | 2015-07-13 | 2018-03-20 | $100,004 | $100,000 | $4 | $4 | |
| 4622.442 ROWE T PRICE VALUE FD INC COM | 2018-03-20 | $172,463 | $151,330 | $21,133 | $21,133 | ||
| 4772.688 T ROWE PRICE SHORTTERM BD FD INC | 2018-03-20 | $22,241 | $23,082 | -$841 | -$841 | ||
| 837.835 ROYCE FD TOTAL RETURN | 2008-03-06 | 2018-03-20 | $11,311 | $9,962 | $1,349 | $1,349 | |
| 2236.303 VANGUARD INFLATION PROTECTED SECURITIES FUND ADMIRAL SHS | 2016-09-21 | 2018-03-20 | $56,019 | $60,000 | -$3,981 | -$3,981 | |
| 1085. VANGUARD FTSE EMERGING MARKETS ETF | 2011-10-13 | 2018-03-20 | $51,884 | $42,966 | $8,918 | $8,918 | |
| 5246.743 VIRTUS SEIX FLOATING RATE HIGH INCOME FUND CLASS I | 2016-08-03 | 2018-03-20 | $45,804 | $45,070 | $734 | $734 | |
| 5464.481 WESTERN ASSET INTERMEDIATE BOND FUND CLASS I FD 224 | 2017-08-22 | 2018-03-20 | $58,579 | $60,000 | -$1,421 | -$1,421 | |
| 565. WISDOMTREE U.S. QUALITY DIVI ETF | 2017-02-27 | 2018-03-20 | $23,343 | $20,052 | $3,291 | $3,291 | |
| CAPITAL GAIN DIVIDENDS | $66,370 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $610,828 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $97,841 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,965,439 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049781 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $99,618 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,998,948 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049835 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $96,200 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,074,119 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046381 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $93,015 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,979,644 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.046986 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $92,032 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,828,397 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.050335 | DistributionYr5Rt |
| Total Distribution | 0.243318 | TotalDistributionRt |
| Average Distribution | 0.048664 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,137,185 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $104,004 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,363 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $110,367 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $97,019 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,726 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $12,726 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $12,726 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $964 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $964 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $11,762 | 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 FOOTNOTES | 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 | 4127623792 | 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 | 15212 | 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 |
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 | 15212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 5 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $29,037 | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,169,731 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,169,731 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,169,731 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $32,546 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,137,185 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $106,859 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $106,859 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,726 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,726 | TotalTaxAmt |
| Distributable Before Adj | $94,133 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $94,133 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $94,133 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $97,019 | 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 | $97,019 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $97,019 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $94,133 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $79,732 | 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 | $97,019 | QualifyingDistributionsAmt |
| Applied To Year1 | $79,732 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $17,287 | 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 | $76,846 | 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/philant hropy/charitable-trust.html f | SubmissionDeadlinesTxt |
| Restrictions On Awards | See website: www.pnc.com/en/about-pnc/corporate-responsibility/philant hropy/charitable-trust.html for specific information | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 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 |
|---|---|---|---|---|---|---|---|---|
| LEAGUE FOR THE BLIND & DISABLED | ||||||||
| 5821 S ANTHONY BLVD | FORT WAYNE | IN | 468163701 | NONE | PC | YOUTH SERVICES PROGRAM 2018 | $5,000 | |
| TURNSTONE CENTER FOR DISABLED | ||||||||
| 3320 N CLINTON ST | FORT WAYNE | IN | 468051918 | NONE | PC | ANNUAL BOARD OF DIRECTORS | $20,000 | CHILDREN/ADULTS INC |
| EARLY CHILDHOOD ALLIANCE INC | ||||||||
| 3320 FARIFIELD AVENUE | FORT WAYNE | IN | 468071821 | NONE | PC | SUPPORT FOR DOWNTOWN | $5,000 | |
| CANCER SERVICES OF NE INDIANA | ||||||||
| 6316 MUTUAL DR | FORT WAYNE | IN | 46825 | NONE | PC | 2018 CHILDREN'S CLIENT | $5,000 | |
| BOYS & GIRLS CLUBS OF FT WAYNE | ||||||||
| 2609 FAIRFIELD AVENUE | FORT WAYNE | IN | 468071214 | NONE | PC | SUPPORT OF PROJECT LEARN | $5,000 | |
| VINCENT VILLAGE INC | ||||||||
| 2827 HOLTON AVENUE | FT WAYNE | IN | 46806 | NONE | PC | 2017 GIFT FOR GENERAL | $7,500 | |
| VERA BRADLEY FDN FOR BREAST CANCER | ||||||||
| 12420 SILVERADO DR | ROANOKE | IN | 467839337 | NONE | PC | 2017 GIFT - SAPPHIRE LEVEL | $2,500 | |
| INTERFAITH HOSPITALITY NETWORK OF | ||||||||
| 2925 EAST STATE BOULEVARD | FORT WAYNE | IN | 46805 | NONE | PC | SUPPORT FOR SUMMER | $5,000 | GREATER FORT WAYNE INC |
| FORT WAYNE MEDICAL SOCIETY FOUNDATION | ||||||||
| 1025 W RUDISILL BOULEVARD | FORT WAYNE | IN | 46807 | NONE | PC | HEALTHIER MOMS AND BABIES | $2,500 | |
| FORT WAYNE ZOOLOGICAL SOCIETY INC | ||||||||
| 3411 SHERMAN BLVD | FORT WAYNE | IN | 468081522 | NONE | PC | JOURNEY TO THE HEART OF THE | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $82,500 | 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 | $40,005 | 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 | $610,828 | 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 | $650,833 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $650,833 | 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 | $503,130 | $504,344 |
| MUTUAL FUNDS - EQUITY | AT COST | $1,550,186 | $1,531,525 |
| ALTERNATIVE INVESTMENTS |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING ADJUSTMENT FOR SALES AND TRANS. | Desc |
| Amt | $2 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTS/DIVS TAXED PY POSTED CY | Desc |
| Amt | $77 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL ESTIMATES - PRINCIPAL | CategoryTxt |
| Amt | $717 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |