J BOWMAN PROPER CHARITABLE TRUST: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- J BOWMAN PROPER CHARITABLE TRUST (EIN 25-1670828)
- Tax period
- 2024-10-01 to 2025-09-30
- Filed
- 2026-02-12
- IRS object ID
- 202620439349100307
- 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 Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-02-12T08:01:21-06:00 | ReturnTs |
| Tax Period End | 2025-09-30 | 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 | 2024-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 251670828 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | J BOWMAN PROPER CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PROP | BusinessNameControlTxt |
| Phone | 4128079211 | 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 | 4128079211 | PhoneNum |
| Signature | 2025-12-18 | 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 | 2025-12-18 | 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 | $2,930,277 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $75,931 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $75,924 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $141,307 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $949,100 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $141,307 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $1,600 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $218,838 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $217,231 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $31,046 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $24,837 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $6,209 | 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 Rev And Expnss | $8,230 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $8,230 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,916 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,039 | 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 | $41,192 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,876 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $14,439 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $108,485 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $108,485 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $149,677 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,876 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $122,924 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $69,161 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $191,355 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $78,608 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $66,955 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $66,955 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $2,359,444 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,440,235 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,863,322 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,438,052 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,507,190 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,930,277 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,438,052 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,507,190 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,438,052 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,507,190 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,438,052 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,507,190 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,438,052 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $69,161 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,507,213 | SubtotalAmt |
| Other Decreases | $23 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,507,190 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (32 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 650. ISHARES MSCI USA MIN VOL FACTOR | 2024-01-04 | 2024-11-19 | $59,339 | $50,998 | $8,341 | $8,341 | |
| 3260.461 TOUCHSTONE MID CAP-R6 | 2023-04-14 | 2025-04-02 | $175,054 | $141,667 | $33,387 | $33,387 | |
| 4702.154 TRIBUTARY SMALL COMPANY FD INST | 2023-04-14 | 2025-05-01 | $126,347 | $127,005 | -$658 | -$658 | |
| 6847.185 FEDERATED HERMES INTERNATIONAL | 2014-03-21 | 2025-05-05 | $160,703 | $134,635 | $26,068 | $26,068 | |
| 284. INVESCO QQQ TRUST | 2020-07-07 | 2025-05-05 | $138,587 | $74,112 | $64,475 | $64,475 | |
| 605. ISHARES MSCI EAFE SMALL-CAP ETF | 2018-03-16 | 2025-05-05 | $40,931 | $38,852 | $2,079 | $2,079 | |
| 3304.576 MFS EMERGING MKTS DEBT FD-R6 | 2019-01-11 | 2025-05-05 | $39,093 | $46,347 | -$7,254 | -$7,254 | |
| 3044.093 PGIM HIGH YIELD FUND | 2021-04-19 | 2025-05-05 | $14,429 | $16,975 | -$2,546 | -$2,546 | |
| 1543.21 BAIRD AGGREGATE BOND FUND | 2020-12-31 | 2025-05-16 | $15,000 | $17,969 | -$2,969 | -$2,969 | |
| 50. ISHARES CORE S&P 500 | 2024-11-19 | 2025-05-16 | $29,699 | $29,593 | $106 | $106 | |
| 2375.297 DODGE & COX INCOME FUND | 2020-11-20 | 2025-07-02 | $30,000 | $34,832 | -$4,832 | -$4,832 | |
| 100. WISDOMTREE U.S. QUALITY DIVI | 2025-05-05 | 2025-07-02 | $8,460 | $7,879 | $581 | $581 | |
| 887.747 AMERICAN BEACON AHL MANAGED | 2020-07-29 | 2025-07-30 | $8,105 | $9,534 | -$1,429 | -$1,429 | |
| 3961.856 ANGEL OAK MULTI-STRATEGY INCOME | 2020-05-27 | 2025-07-30 | $34,270 | $38,857 | -$4,587 | -$4,587 | |
| 2137.189 BLACKROCK EVENT DRIVEN EQ-IS | 2018-02-06 | 2025-07-30 | $22,120 | $19,363 | $2,757 | $2,757 | |
| 1852.445 EV GL MACR ABS RTRN ADV FUND | 2017-08-04 | 2025-07-30 | $21,007 | $19,175 | $1,832 | $1,832 | |
| CAPITAL GAIN DIVIDENDS | $25,956 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,956 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,956 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,956 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,956 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,956 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,956 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,956 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,956 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,956 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,956 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,956 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,956 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,956 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,956 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,956 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $141,307 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,660 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,660 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,660 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,757 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,757 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $903 | 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 | 4128079211 | 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 | $31,046 | 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 | $2,698,413 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $90,076 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,788,489 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,788,489 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $41,827 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,746,662 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $137,333 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $137,333 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,660 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,660 | TotalTaxAmt |
| Distributable Before Adj | $134,673 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $134,673 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $134,673 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $122,924 | 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 | $122,924 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $134,673 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $7,080 | 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 | $122,924 | QualifyingDistributionsAmt |
| Applied To Year1 | $7,080 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $115,844 | 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 | $18,829 | 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 TR GRANT REVIEW COMM | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | The Towers 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 | 4128079211 | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| FOREST COUNTY INDUSTRIAL DEVELOPMENT | ||||||||
| CORPORATION | P O BOX 426 | TIONESTA | PA | 16365 | NONE | PC | GENERAL SUPPORT | $25,000 |
| BRIDGE BUILDERS COMMUNITY | ||||||||
| FOUNDATION | 206 SENECA ST NATIONAL TRANSIT | OIL CITY | PA | 16301 | NONE | PC | GENERAL SUPPORT | $10,150 |
| TIONESTA BOROUGH | ||||||||
| 631 ELM STREET | TIONESTA | PA | 16353 | NONE | PC | GENERAL SUPPORT | $47,535 | |
| TIONESTA PRESBYTERIAN CHURCH | ||||||||
| PO BOX 643700 | PITTSBURGH | PA | 152643700 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| FOREST COUNTY HISTORICAL SOCIETY | ||||||||
| 206 ELM STREET | TIONESTA | PA | 16353 | NONE | PC | GENERAL SUPPORT | $5,600 | |
| FOREST AREA SCHOOL DISTRICT | ||||||||
| 526 ELM STREET | TIONESTA | PA | 16353 | NONE | PC | GENERAL SUPPORT | $18,200 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $108,485 | 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 | $75,931 | 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 | $141,307 | 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 | 1 | ExclusionCd |
| Exclusion | $1,600 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $218,838 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $218,838 | 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 (32 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 024525669 AMERICAN BEACON AHL | AT COST | $11,795 | $10,739 |
| 09250J734 BLACKROCK EVENT DRIV | AT COST | $16,660 | $19,106 |
| 27830W108 EV GL MACR ABS RTRN | AT COST | $18,231 | $21,057 |
| 464288273 ISHARES MSCI EAFE SM | |||
| 46090E103 INVESCO QQQ TRUST ET | |||
| 552746364 MFS EMERGING MKTS DE | |||
| 74440Y884 PGIM HIGH YIELD FUND | AT COST | $59,237 | $55,936 |
| 77958B402 T ROWE PRICE INSTITU | |||
| 057071854 BAIRD AGGREGATE BOND | AT COST | $185,784 | $173,534 |
| 24610C840 DELAWARE VALUE FUND- | |||
| 256210105 DODGE & COX INCOME F | AT COST | $152,337 | $148,505 |
| 03463K406 ANGEL OAK MULTI-STRA | |||
| 55273H353 MFS VALUE FUND-R6 | |||
| 31423A671 FEDERATED HERMES INT | |||
| 464287200 ISHARES CORE S&P 500 | AT COST | $761,406 | $1,054,148 |
| 46434G103 ISHARES CORE MSCI EM | AT COST | $136,136 | $160,845 |
| 72201F490 PIMCO INCOME FUND | AT COST | $142,176 | $144,707 |
| 46432F339 ISHARES MSCI USA QUA | |||
| 476313408 JENSEN QUALITY GROWT | |||
| 89155T490 TOUCHSTONE MID CAP-R | |||
| 89609H704 TRIBUTARY SMALL COMP | |||
| 46429B697 ISHARES MSCI USA MIN | |||
| 69344A107 PGIM ULTRA SHORT BON | AT COST | $65,600 | $65,975 |
| 97717X669 WISDOMTREE U.S. QUAL | AT COST | $156,027 | $206,120 |
| 00191K609 AQR MANAGED FUTURES | AT COST | $10,196 | $10,894 |
| 05465G101 AXONIC STRATEGIC INC | AT COST | $16,993 | $17,069 |
| 128119880 CALAMOS MARKET NEUTR | AT COST | $16,314 | $16,525 |
| 315911727 FIDELITY INTERNATION | AT COST | $326,600 | $361,296 |
| 360873137 GOTHAM ABSOLUTE RETU | AT COST | $20,392 | $21,196 |
| 48121L114 JPMORGAN STRAT INC O | AT COST | $20,392 | $20,392 |
| 74256W584 PRINCIPAL MIDCAP FUN | AT COST | $190,188 | $199,404 |
| 922908751 VANGUARD SMALL CAP | AT COST | $133,771 | $155,874 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| MUTUAL FUND TIMING ADJ | $17 |
| ROC ON CY SALES | $1 |
| ROUNDING | $5 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Revenue And Expenses Per Books | $1,600 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GRANTMAKING FEES | CategoryTxt |
| Amt | $8,230 | Amt |
| Disbursements Charitable Prps | $8,230 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL ESTIMATES - PRINCIPAL | $877 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $723 | $723 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $316 | $316 | $0 |
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