WILLIAM V AND CATHERINE A MCKINNEY CHARITABLE FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM V AND CATHERINE A MCKINNEY CHARITABLE FOUNDATION (EIN 25-1641619)
- Tax period
- 2025-04-01 to 2026-03-31
- Filed
- 2026-08-13
- IRS object ID
- 202622259349101307
- Schema version
- 2025v4.1
- 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 Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-08-13T12:01:39-05:00 | ReturnTs |
| Tax Period End | 2026-03-31 | 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 | 2025-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 251641619 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCKINNEY CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MCKI | BusinessNameControlTxt |
| Phone | 4127525629 | 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 | 4127525629 | PhoneNum |
| Signature | 2026-07-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAWRENCE MCGUIRE | PreparerPersonNm |
| PTIN | P01233953 | PTIN |
| Phone | 4123556000 | PhoneNum |
| Preparation | 2026-07-14 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $16,137,235 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $407,641 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $406,083 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $741,073 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,380,465 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $741,073 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $1,148,714 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,147,156 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $113,529 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $90,823 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $22,706 | 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 | $46,490 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $46,490 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $24,024 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,057 | 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 | $184,043 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $97,880 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $69,196 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $687,253 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $687,253 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $871,296 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $97,880 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $756,449 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $277,418 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,049,276 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $337,085 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $317,321 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $317,321 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $12,772,147 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $13,073,474 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $15,819,914 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $13,109,232 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,390,795 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,137,235 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $13,109,232 | CapitalStockBOYAmt |
| Capital Stock EOY | $13,390,795 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,109,232 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,390,795 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,109,232 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,390,795 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,109,232 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $277,418 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,145 | OtherIncreasesAmt |
| Subtotal | $13,390,795 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $13,390,795 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (68 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 705.876 PZENA EMERG MKTS VALUE-INST | 2024-03-15 | 2025-08-26 | $10,327 | $8,753 | $1,574 | $1,574 | |
| 173. AVANTIS US LARGE CAP VALUE | 2025-03-11 | 2025-08-26 | $12,340 | $11,185 | $1,155 | $1,155 | |
| 89990.987 BLACKROCK TOTAL RETURN-I | 2024-08-26 | 2025-08-26 | $895,410 | $912,509 | -$17,099 | -$17,099 | |
| 2194.885 BLACKROCK TOTAL RETURN-I | 2025-03-11 | 2025-08-26 | $21,839 | $21,642 | $197 | $197 | |
| 416. DIMENSIONAL INTERNATIONAL VA | 2023-11-14 | 2025-08-26 | $18,925 | $13,617 | $5,308 | $5,308 | |
| 50144.902 DOUBLELINE TOTAL RETURN BOND | 2023-05-25 | 2025-08-26 | $445,788 | $440,368 | $5,420 | $5,420 | |
| 1088.428 SEAFARER OVERSEAS GROWTH & | 2025-03-11 | 2025-08-26 | $15,075 | $13,007 | $2,068 | $2,068 | |
| 947.919 SEAFARER OVERSEAS GROWTH & | 2024-03-15 | 2025-08-26 | $13,129 | $11,991 | $1,138 | $1,138 | |
| 684.193 WCM FOCUSED INTL GROWTH-INS | 2025-03-11 | 2025-08-26 | $18,172 | $15,723 | $2,449 | $2,449 | |
| 371. ISHARES CORE S&P 500 | 2024-11-19 | 2025-08-26 | $239,578 | $219,337 | $20,241 | $20,241 | |
| 204. ISHARES CORE S&P 500 | 2023-04-20 | 2025-08-26 | $131,736 | $84,549 | $47,187 | $47,187 | |
| 1636.617 LONGLEAF PARTNERS FDS TR | 2023-04-20 | 2025-08-26 | $29,410 | $25,853 | $3,557 | $3,557 | |
| 9893.19 MFS EMERGING MKTS DEBT FD-R6 | 2024-08-26 | 2025-08-26 | $122,280 | $120,895 | $1,385 | $1,385 | |
| 11523.55 MFS EMERGING MKTS DEBT FD-R6 | 2019-01-03 | 2025-08-26 | $142,431 | $157,038 | -$14,607 | -$14,607 | |
| 37952.17 PGIM HIGH YIELD FUND | 2024-10-08 | 2025-08-26 | $185,586 | $184,068 | $1,518 | $1,518 | |
| 31231.547 PGIM HIGH YIELD FUND | 2023-04-20 | 2025-08-26 | $152,722 | $144,135 | $8,587 | $8,587 | |
| 60214.296 ALLSPRING CORE BOND FUND | 2023-05-25 | 2025-08-26 | $668,981 | $660,337 | $8,644 | $8,644 | |
| 111. WISDOMTREE U.S. QUALITY DIVI | 2023-09-26 | 2025-08-26 | $9,667 | $7,069 | $2,598 | $2,598 | |
| 1927.534 LONGLEAF PARTNERS FDS TR | 2025-03-11 | 2025-09-03 | $34,638 | $29,896 | $4,742 | $4,742 | |
| 16002.323 LONGLEAF PARTNERS FDS TR | 2023-04-20 | 2025-09-03 | $287,562 | $251,171 | $36,391 | $36,391 | |
| 3357. AVANTIS US LARGE CAP VALUE | 2025-03-11 | 2025-09-23 | $243,605 | $217,040 | $26,565 | $26,565 | |
| 1615.036 SEAFARER OVERSEAS GROWTH & | 2025-03-11 | 2025-09-23 | $23,208 | $19,300 | $3,908 | $3,908 | |
| 27968.575 SEAFARER OVERSEAS GROWTH & | 2019-04-25 | 2025-09-23 | $401,908 | $325,742 | $76,166 | $76,166 | |
| 1533.665 WCM FOCUSED INTL GROWTH-INS | 2025-03-11 | 2025-09-23 | $42,252 | $35,243 | $7,009 | $7,009 | |
| 9477.927 WCM FOCUSED INTL GROWTH-INS | 2020-05-21 | 2025-09-23 | $261,117 | $172,214 | $88,903 | $88,903 | |
| 12978. ISHARES MSCI INTL QUALITY | 2023-04-20 | 2025-09-23 | $573,286 | $466,657 | $106,629 | $106,629 | |
| 6512. WISDOMTREE U.S. QUALITY DIVI | 2023-09-26 | 2025-09-23 | $582,588 | $414,724 | $167,864 | $167,864 | |
| 2542. ISHARES FLEXIBLE INCOME | 2025-08-26 | 2026-02-24 | $135,210 | $134,988 | $222 | $222 | |
| 11521.007 DODGE & COX INCOME FUND | 2021-01-04 | 2026-02-24 | $150,695 | $166,493 | -$15,798 | -$15,798 | |
| 766. ISHARES U S TREASURY BOND | 2025-09-23 | 2026-02-24 | $17,817 | $17,714 | $103 | $103 | |
| 2263. ISHARES U S TREASURY BOND | 2023-05-25 | 2026-02-24 | $52,637 | $51,995 | $642 | $642 | |
| 12447.783 PRUDENTIAL TOTAL RETURN BOND | 2025-08-26 | 2026-02-24 | $153,108 | $150,586 | $2,522 | $2,522 | |
| 941. DIMENSIONAL INTERNATIONAL VA | 2025-09-23 | 2026-03-16 | $49,374 | $43,616 | $5,758 | $5,758 | |
| 217. ISHARES CORE S&P 500 | 2023-04-20 | 2026-03-16 | $145,992 | $89,937 | $56,055 | $56,055 | |
| CAPITAL GAIN DIVIDENDS | $92,072 | P | |||||
| CAPITAL GAIN DIVIDENDS | $92,072 | P | |||||
| CAPITAL GAIN DIVIDENDS | $92,072 | P | |||||
| CAPITAL GAIN DIVIDENDS | $92,072 | P | |||||
| CAPITAL GAIN DIVIDENDS | $92,072 | P | |||||
| CAPITAL GAIN DIVIDENDS | $92,072 | P | |||||
| CAPITAL GAIN DIVIDENDS | $92,072 | P | |||||
| CAPITAL GAIN DIVIDENDS | $92,072 | P | |||||
| CAPITAL GAIN DIVIDENDS | $92,072 | P | |||||
| CAPITAL GAIN DIVIDENDS | $92,072 | P | |||||
| CAPITAL GAIN DIVIDENDS | $92,072 | P | |||||
| CAPITAL GAIN DIVIDENDS | $92,072 | P | |||||
| CAPITAL GAIN DIVIDENDS | $92,072 | P | |||||
| CAPITAL GAIN DIVIDENDS | $92,072 | P | |||||
| CAPITAL GAIN DIVIDENDS | $92,072 | P | |||||
| CAPITAL GAIN DIVIDENDS | $92,072 | P | |||||
| CAPITAL GAIN DIVIDENDS | $92,072 | P | |||||
| CAPITAL GAIN DIVIDENDS | $92,072 | P | |||||
| CAPITAL GAIN DIVIDENDS | $92,072 | P | |||||
| CAPITAL GAIN DIVIDENDS | $92,072 | P | |||||
| CAPITAL GAIN DIVIDENDS | $92,072 | P | |||||
| CAPITAL GAIN DIVIDENDS | $92,072 | P | |||||
| CAPITAL GAIN DIVIDENDS | $92,072 | P | |||||
| CAPITAL GAIN DIVIDENDS | $92,072 | P | |||||
| CAPITAL GAIN DIVIDENDS | $92,072 | P | |||||
| CAPITAL GAIN DIVIDENDS | $92,072 | P | |||||
| CAPITAL GAIN DIVIDENDS | $92,072 | P | |||||
| CAPITAL GAIN DIVIDENDS | $92,072 | P | |||||
| CAPITAL GAIN DIVIDENDS | $92,072 | P | |||||
| CAPITAL GAIN DIVIDENDS | $92,072 | P | |||||
| CAPITAL GAIN DIVIDENDS | $92,072 | P | |||||
| CAPITAL GAIN DIVIDENDS | $92,072 | P | |||||
| CAPITAL GAIN DIVIDENDS | $92,072 | P | |||||
| CAPITAL GAIN DIVIDENDS | $92,072 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $741,073 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $14,585 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $14,585 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $14,585 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $17,717 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $17,717 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,132 | OverpaymentAmt |
| Applied To ES Tax | $3,132 | 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 |
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 | 4127525629 | 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 NA | 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 | $113,529 | 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 | $16,063,895 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $374,799 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,438,694 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $16,438,694 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $246,580 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,192,114 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $809,606 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $809,606 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,585 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,585 | TotalTaxAmt |
| Distributable Before Adj | $795,021 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $795,021 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $795,021 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $756,449 | 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 | $756,449 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $795,021 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $687,253 | 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 | $756,449 | QualifyingDistributionsAmt |
| Applied To Year1 | $687,253 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $69,196 | 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 | $725,825 | 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 GRANT REVIEW COMM | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TOWER AT PNC PLAZA 300 5TH AVE MS | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4128076125 | RecipientPhoneNum |
| Form And Info And Materials | SEE FOOTNOTES | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE FOOTNOTES | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE FOOTNOTES | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE ATTACHED | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| 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) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusCd |
| Grant Or Contribution Purpose | GENERAL SUPPORT | GrantOrContributionPurposeTxt |
| Amt | $687,253 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $687,253 | 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 | $407,641 | 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 | $741,073 | 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 | $1,148,714 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,148,714 | 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 (28 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 256210105 DODGE & COX INCOME F | AT COST | $1,291,278 | $1,245,498 |
| 317609295 SEAFARER OVERSEAS GR | |||
| 461418444 WCM FOCUSED INTL GRO | AT COST | $227,223 | $338,207 |
| 552746364 MFS EMERGING MKTS DE | |||
| 74256W584 PRINCIPAL MIDCAP FUN | AT COST | $163,125 | $232,065 |
| 97717X669 WISDOMTREE U.S. QUAL | |||
| 89154M702 TOUCHSTONE SANDS EM | AT COST | $401,739 | $464,966 |
| 464287200 ISHARES CORE S&P 500 | AT COST | $3,660,335 | $5,976,872 |
| 00171A852 AMG RR SM CAP VAL-I | AT COST | $179,698 | $181,592 |
| 00770X675 PZENA EMERG MKTS VAL | AT COST | $354,383 | $455,952 |
| 25434V807 DIMENSIONAL INTERNAT | AT COST | $604,868 | $809,170 |
| 258620566 DOUBLELINE TOTAL RET | |||
| 46429B267 ISHARES U S TREASURY | AT COST | $840,841 | $840,889 |
| 46434V456 ISHARES MSCI INTL QU | |||
| 543069405 LONGLEAF PARTNERS FD | |||
| 74440Y884 PGIM HIGH YIELD FUND | |||
| 94987W794 ALLSPRING CORE BOND | |||
| 025072349 AVANTIS US LARGE CAP | AT COST | $261,004 | $325,423 |
| 09252M883 BLACKROCK TOTAL RETU | |||
| 411512460 HARBOR MID CAP VALUE | AT COST | $188,296 | $214,620 |
| 46435G326 ISHARES CORE MSCI DE | AT COST | $971,496 | $1,035,182 |
| 589619824 MERIDIAN SMALL CAP G | AT COST | $193,722 | $173,593 |
| 02631W607 AMER FND MULTI-SEC I | AT COST | $730,597 | $715,970 |
| 092528603 ISHARES FLEXIBLE INC | AT COST | $376,596 | $368,599 |
| 37954Y632 GLOBAL X ART INTEL & | AT COST | $768,094 | $721,658 |
| 46138E800 INVESCO CHINA TECHNO | AT COST | $451,406 | $368,988 |
| 52107V229 LAZARD INTL QLTY GRW | AT COST | $402,568 | $346,963 |
| 74440B884 PRUDENTIAL TOTAL RET | AT COST | $1,006,205 | $1,003,707 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| MUTUAL FUND TIMING ADJ | $4,141 |
| ROUNDING | $4 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GRANTMAKING FEES | CategoryTxt |
| Amt | $46,490 | Amt |
| Disbursements Charitable Prps | $46,490 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $4,568 | $4,568 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $16,967 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $2,489 | $2,489 | $0 |
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