PRYOR E ARLENE R NEUBER CHARITABLE TR: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- PRYOR E ARLENE R NEUBER CHARITABLE TR (EIN 01-6208130)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-08
- IRS object ID
- 202621289349103312
- Schema version
- 2025v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-08T16:01:37-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | 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 | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 016208130 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRYOR E & ARLENE R NEUBER CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PRYO | BusinessNameControlTxt |
| Phone | 4127627070 | 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 | 4127627070 | PhoneNum |
| Signature | 2026-03-31 | 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 | 2026-03-31 | 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 | $11,424,976 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $283,132 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $282,072 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $538,301 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,526,670 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $538,301 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $821,433 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $820,373 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $76,017 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $45,610 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $30,407 | 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 | $13,676 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,866 | 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 | $118 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $118 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $89,811 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $50,594 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $30,407 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $469,027 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $469,027 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $558,838 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $50,594 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $499,434 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $262,595 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $769,779 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $344,387 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $271,910 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $271,910 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $8,815,414 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,153,168 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $11,153,066 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $9,159,801 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,425,078 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,424,976 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $9,159,801 | CapitalStockBOYAmt |
| Capital Stock EOY | $9,425,078 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,159,801 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,425,078 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,159,801 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,425,078 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,159,801 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $262,595 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,684 | OtherIncreasesAmt |
| Subtotal | $9,425,080 | SubtotalAmt |
| Other Decreases | $2 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,425,078 | 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 |
|---|---|---|---|---|---|---|---|
| 3119.37 AMG RR SM CAP VAL-I | 2024-06-11 | 2025-03-11 | $47,851 | $48,163 | -$312 | -$312 | |
| 77.093 PZENA EMERG MKTS VALUE-INST | 2022-09-15 | 2025-03-11 | $977 | $809 | $168 | $168 | |
| 6930.434 ARTISAN INTL SM/MID-INST | 2024-08-20 | 2025-03-11 | $121,144 | $128,906 | -$7,762 | -$7,762 | |
| 276.613 BAIRD MIDCAP INST | 2024-06-11 | 2025-03-11 | $5,895 | $6,564 | -$669 | -$669 | |
| 378. DIMENSIONAL INTERNATIONAL VA | 2023-11-14 | 2025-03-11 | $14,788 | $12,357 | $2,431 | $2,431 | |
| 4607.649 DOUBLELINE TOTAL RETURN BOND | 2023-05-25 | 2025-03-11 | $40,778 | $40,639 | $139 | $139 | |
| 925.058 HARBOR MID CAP VALUE | 2024-06-11 | 2025-03-11 | $23,089 | $23,358 | -$269 | -$269 | |
| 211.426 OAKMARK INTL SM CAP-R6 | 2024-03-18 | 2025-03-11 | $4,157 | $4,061 | $96 | $96 | |
| 6278.695 OAKMARK INTL SM CAP-R6 | 2019-04-04 | 2025-03-11 | $123,439 | $91,412 | $32,027 | $32,027 | |
| 190.371 MFS EMERGING MKTS DEBT FD-R6 | 2022-07-18 | 2025-03-11 | $2,298 | $2,126 | $172 | $172 | |
| 3264.545 MERIDIAN SMALL CAP GROW-INSTL | 2024-06-11 | 2025-03-11 | $39,827 | $41,786 | -$1,959 | -$1,959 | |
| 942.598 PGIM HIGH YIELD FUND | 2021-06-18 | 2025-03-11 | $4,524 | $5,250 | -$726 | -$726 | |
| 3596.142 TOUCHSTONE MID CAP-R6 | 2022-07-18 | 2025-03-11 | $188,366 | $151,757 | $36,609 | $36,609 | |
| 750.412 ALLSPRING CORE BOND FUND | 2023-05-25 | 2025-03-11 | $8,292 | $8,247 | $45 | $45 | |
| 61. WISDOMTREE U.S. QUALITY DIVI | 2023-09-26 | 2025-03-11 | $4,843 | $3,885 | $958 | $958 | |
| 726.937 PZENA EMERG MKTS VALUE-INST | 2022-09-15 | 2025-08-26 | $10,635 | $7,633 | $3,002 | $3,002 | |
| 61409.73 BLACKROCK TOTAL RETURN-I | 2024-08-26 | 2025-08-26 | $611,027 | $622,695 | -$11,668 | -$11,668 | |
| 654.45 BLACKROCK TOTAL RETURN-I | 2025-03-11 | 2025-08-26 | $6,512 | $6,453 | $59 | $59 | |
| 325. DIMENSIONAL INTERNATIONAL VA | 2023-11-14 | 2025-08-26 | $14,785 | $10,637 | $4,148 | $4,148 | |
| 34595.114 DOUBLELINE TOTAL RETURN BOND | 2023-05-25 | 2025-08-26 | $307,551 | $304,672 | $2,879 | $2,879 | |
| 1169.076 SEAFARER OVERSEAS GROWTH & | 2019-04-04 | 2025-08-26 | $16,192 | $13,602 | $2,590 | $2,590 | |
| 1100.24 WCM FOCUSED INTL GROWTH-INS | 2022-07-18 | 2025-08-26 | $29,222 | $21,026 | $8,196 | $8,196 | |
| 362. ISHARES CORE S&P 500 | 2022-07-18 | 2025-08-26 | $233,766 | $138,907 | $94,859 | $94,859 | |
| 139. ISHARES CORE MSCI DEV MKTS | 2025-03-11 | 2025-08-26 | $10,892 | $9,579 | $1,313 | $1,313 | |
| 908.115 LONGLEAF PARTNERS FDS TR | 2021-03-24 | 2025-08-26 | $16,319 | $16,818 | -$499 | -$499 | |
| 6581.393 MFS EMERGING MKTS DEBT FD-R6 | 2024-08-26 | 2025-08-26 | $81,346 | $80,425 | $921 | $921 | |
| 8240.872 MFS EMERGING MKTS DEBT FD-R6 | 2022-07-18 | 2025-08-26 | $101,857 | $92,111 | $9,746 | $9,746 | |
| 27560.221 PGIM HIGH YIELD FUND | 2024-10-08 | 2025-08-26 | $134,769 | $133,667 | $1,102 | $1,102 | |
| 20340.307 PGIM HIGH YIELD FUND | 2021-06-18 | 2025-08-26 | $99,464 | $96,872 | $2,592 | $2,592 | |
| 192.518 TOUCHSTONE SANDS EM GR-R6 | 2019-04-04 | 2025-08-26 | $3,196 | $2,570 | $626 | $626 | |
| 124.961 TOUCHSTONE SANDS EM GR-R6 | 2021-03-24 | 2025-08-26 | $2,074 | $2,590 | -$516 | -$516 | |
| 41551.224 ALLSPRING CORE BOND FUND | 2023-05-25 | 2025-08-26 | $461,634 | $456,069 | $5,565 | $5,565 | |
| 4. WISDOMTREE U.S. QUALITY DIVI | 2023-09-26 | 2025-08-26 | $348 | $255 | $93 | $93 | |
| 1080.706 LONGLEAF PARTNERS FDS TR | 2025-03-11 | 2025-09-03 | $19,420 | $16,762 | $2,658 | $2,658 | |
| 11184.464 LONGLEAF PARTNERS FDS TR | 2021-03-24 | 2025-09-03 | $200,985 | $194,725 | $6,260 | $6,260 | |
| 2359. AVANTIS US LARGE CAP VALUE | 2025-03-11 | 2025-09-23 | $171,184 | $152,516 | $18,668 | $18,668 | |
| 1596.007 SEAFARER OVERSEAS GROWTH & | 2025-03-11 | 2025-09-23 | $22,935 | $19,072 | $3,863 | $3,863 | |
| 18641.077 SEAFARER OVERSEAS GROWTH & | 2021-03-24 | 2025-09-23 | $267,872 | $269,483 | -$1,611 | -$1,611 | |
| 7620.215 WCM FOCUSED INTL GROWTH-INS | 2022-07-18 | 2025-09-23 | $209,937 | $145,622 | $64,315 | $64,315 | |
| 25. ISHARES MSCI INTL QUALITY | 2025-03-11 | 2025-09-23 | $1,104 | $1,002 | $102 | $102 | |
| 8919. ISHARES MSCI INTL QUALITY | 2023-04-19 | 2025-09-23 | $393,985 | $320,383 | $73,602 | $73,602 | |
| 91. WISDOMTREE U.S. QUALITY DIVI | 2024-11-19 | 2025-09-23 | $8,141 | $7,567 | $574 | $574 | |
| 4364. WISDOMTREE U.S. QUALITY DIVI | 2023-09-26 | 2025-09-23 | $390,420 | $277,926 | $112,494 | $112,494 | |
| CAPITAL GAIN DIVIDENDS | $70,904 | P | |||||
| CAPITAL GAIN DIVIDENDS | $70,904 | P | |||||
| CAPITAL GAIN DIVIDENDS | $70,904 | P | |||||
| CAPITAL GAIN DIVIDENDS | $70,904 | P | |||||
| CAPITAL GAIN DIVIDENDS | $70,904 | P | |||||
| CAPITAL GAIN DIVIDENDS | $70,904 | P | |||||
| CAPITAL GAIN DIVIDENDS | $70,904 | P | |||||
| CAPITAL GAIN DIVIDENDS | $70,904 | P | |||||
| CAPITAL GAIN DIVIDENDS | $70,904 | P | |||||
| CAPITAL GAIN DIVIDENDS | $70,904 | P | |||||
| CAPITAL GAIN DIVIDENDS | $70,904 | P | |||||
| CAPITAL GAIN DIVIDENDS | $70,904 | P | |||||
| CAPITAL GAIN DIVIDENDS | $70,904 | P | |||||
| CAPITAL GAIN DIVIDENDS | $70,904 | P | |||||
| CAPITAL GAIN DIVIDENDS | $70,904 | P | |||||
| CAPITAL GAIN DIVIDENDS | $70,904 | P | |||||
| CAPITAL GAIN DIVIDENDS | $70,904 | P | |||||
| CAPITAL GAIN DIVIDENDS | $70,904 | P | |||||
| CAPITAL GAIN DIVIDENDS | $70,904 | P | |||||
| CAPITAL GAIN DIVIDENDS | $70,904 | P | |||||
| CAPITAL GAIN DIVIDENDS | $70,904 | P | |||||
| CAPITAL GAIN DIVIDENDS | $70,904 | P | |||||
| CAPITAL GAIN DIVIDENDS | $70,904 | P | |||||
| CAPITAL GAIN DIVIDENDS | $70,904 | P | |||||
| CAPITAL GAIN DIVIDENDS | $70,904 | P | |||||
| CAPITAL GAIN DIVIDENDS | $70,904 | P | |||||
| CAPITAL GAIN DIVIDENDS | $70,904 | P | |||||
| CAPITAL GAIN DIVIDENDS | $70,904 | P | |||||
| CAPITAL GAIN DIVIDENDS | $70,904 | P | |||||
| CAPITAL GAIN DIVIDENDS | $70,904 | P | |||||
| CAPITAL GAIN DIVIDENDS | $70,904 | P | |||||
| CAPITAL GAIN DIVIDENDS | $70,904 | P | |||||
| CAPITAL GAIN DIVIDENDS | $70,904 | P | |||||
| CAPITAL GAIN DIVIDENDS | $70,904 | P | |||||
| CAPITAL GAIN DIVIDENDS | $70,904 | P | |||||
| CAPITAL GAIN DIVIDENDS | $70,904 | P | |||||
| CAPITAL GAIN DIVIDENDS | $70,904 | P | |||||
| CAPITAL GAIN DIVIDENDS | $70,904 | P | |||||
| CAPITAL GAIN DIVIDENDS | $70,904 | P | |||||
| CAPITAL GAIN DIVIDENDS | $70,904 | P | |||||
| CAPITAL GAIN DIVIDENDS | $70,904 | P | |||||
| CAPITAL GAIN DIVIDENDS | $70,904 | P | |||||
| CAPITAL GAIN DIVIDENDS | $70,904 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $538,301 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,700 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,700 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,700 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,006 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $7,006 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $3,694 | 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 | 4127627070 | 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 | $76,017 | 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 | $10,663,335 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $236,495 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,899,830 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,899,830 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $163,497 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,736,333 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $536,817 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $536,817 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,700 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,700 | TotalTaxAmt |
| Distributable Before Adj | $526,117 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $526,117 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $526,117 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $499,434 | 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 | $499,434 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $526,117 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $469,027 | 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 | $499,434 | QualifyingDistributionsAmt |
| Applied To Year1 | $469,027 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $30,407 | 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 | $495,710 | 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 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 REFERNCE THE NAME OF THE TRUST IN ALL COMMUNICATIONS. SEE WEBSITE:www.pnc.com/en/about-pnc/corporate-responsibility/ philanthropy/charitable-trusts.html FOR SPECIFIC INFORMATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE WEBSITE:www.pnc.com/en/about-pnc/corporate-responsibility/ philanthropy/charitable-trusts.html F | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE WEBSITE:www.pnc.com/en/about-pnc/corporate-responsibility/ philanthropy/charitable-trusts.html FOR SPECIFIC INFORMATION | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| LANCASTER COUNTRY DAY SCHOOL | ||||||||
| 725 HAMILTON ROAD | LANCASTER | PA | 17603 | NONE | PC | HORIZONS 2025 SWIM PROGRAM | $13,000 | |
| LANCASTERHISTORYORG | ||||||||
| 20 N PRESIDENT AVE | LANCASTER | PA | 176033125 | NONE | PC | EDUCATINAL PROGRAMMING | $10,000 | |
| BRETHREN VILLAGE | ||||||||
| 3001 LITITZ PIKE | LANCASTER | PA | 17606 | NONE | PC | VILLAGE REPRESENTING | $54,407 | |
| TENFOLD | ||||||||
| 6308 E KING ST | LANCASTER | PA | 176020000 | NONE | PC | GENERAL SUPPORT | $20,000 | |
| DEMUTH FOUNDATION | ||||||||
| 120 E KING ST | LANCASTER | PA | 176022832 | NONE | PC | GENRAL SUPPORT | $10,000 | |
| MILAGRO HOUSE | ||||||||
| 669 WEST CHESTNUT STREET | LANCASTER | PA | 17603 | NONE | PC | GENRAL SUPPORT | $15,000 | |
| GOOD SAMARITAN SERVICES | ||||||||
| 25 WEST LOCUST STREET | Ephrata | PA | 17522 | NONE | PC | GENRAL SUPPORT | $20,000 | |
| ROCK FORD FOUNDATION | ||||||||
| 881 ROCKFORD RD | LANCASTER | PA | 176021225 | NONE | PC | GENERAL SUPPORT | $7,500 | |
| LANCASTER SYMPHONY ORCHESTRA | ||||||||
| P O BOX 1281 | LANCASTER | PA | 17608 | NONE | PC | EDUCATION AND OUTREACH | $25,000 | |
| LANCASTER COUNTY FOUNDATION | ||||||||
| 24 WEST KING STREET | LANCASTER | PA | 17603 | NONE | PC | QUARTERLY PAYOUT | $180,106 | |
| BRINGING HOPE HOME INC | ||||||||
| 641 SWEDESFORD ROAD | Malvern | PA | 19355 | NONE | PC | LIGHT OF HOPE | $10,000 | |
| CONESTOGA VALLEY CHRISTIAN | ||||||||
| 2420 GEHMAN LN | LANCASTER | PA | 176021139 | NONE | PC | GENERAL SUPPORT | $15,000 | COMMUNITY SERVICES |
| PRIMA ARTS INC | ||||||||
| 941 WHEATLAND AVE STE A | LANCASTER | PA | 17603 | NONE | PC | NEW WORK PRODUCTIONS | $15,000 | |
| NATIONAL COUNCIL OF YOUNG MENS CHRISTIAN | ||||||||
| 101 NORTH WACKER DRIVE | CHICAGO | IL | 606061784 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| NEW PERSON MINISTRIES INC | ||||||||
| 620 S PRINCE STREET | Lancaster | PA | 17603 | NONE | PC | SCHOLARSHIP | $5,000 | |
| BENCH MARK PROGRAM | ||||||||
| 341 EAST LIBERTY STREET | LANCASTER | PA | 17602 | NONE | PC | COOKING AND NUTRITION | $15,000 | |
| LANCASTER SCIENCE CENTER | ||||||||
| 454 NEW HOLLAND AVENUE | LANCASTER | PA | 17602 | NONE | PC | MUSEUMS FOR ALL | $22,000 | |
| ELIZABETHTOWN COMMUNITY HOUSING | ||||||||
| 105 E WASHINGTON ST | ELIZABETHTOWN | PA | 170222334 | NONE | PC | GENERAL SUPPORT | $10,000 | & OUTREACH SERVICES |
| PARTNERS WITH PURPOSE | ||||||||
| 325 CHURCH ST | LANCASTER | PA | 176024201 | NONE | PC | GENERAL SUPPORT | $12,014 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $469,027 | 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 | $283,132 | 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 | $538,301 | 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 | $821,433 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $821,433 | 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 (31 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 317609295 SEAFARER OVERSEAS GR | |||
| 464287200 ISHARES CORE S&P 500 | AT COST | $2,654,036 | $4,388,411 |
| 552746364 MFS EMERGING MKTS DE | |||
| 74440Y884 PGIM HIGH YIELD FUND | |||
| 97717X669 WISDOMTREE U.S. QUAL | |||
| 413838566 OAKMARK INTL SM CAP- | |||
| 543069405 LONGLEAF PARTNERS FD | |||
| 00770X675 PZENA EMERG MKTS VAL | AT COST | $212,154 | $284,594 |
| 256210105 DODGE & COX INCOME F | AT COST | $924,962 | $952,943 |
| 461418444 WCM FOCUSED INTL GRO | AT COST | $181,509 | $229,076 |
| 89154M702 TOUCHSTONE SANDS EM | AT COST | $307,776 | $277,086 |
| 89155T490 TOUCHSTONE MID CAP-R | |||
| 25434V807 DIMENSIONAL INTERNAT | AT COST | $438,751 | $550,197 |
| 258620566 DOUBLELINE TOTAL RET | |||
| 46429B267 ISHARES U S TREASURY | AT COST | $614,977 | $617,392 |
| 46434V456 ISHARES MSCI INTL QU | |||
| 94987W794 ALLSPRING CORE BOND | |||
| 00171A852 AMG RR SM CAP VAL-I | AT COST | $128,250 | $125,011 |
| 04314H576 ARTISAN INTL SM/MID- | |||
| 057071813 BAIRD MIDCAP INST | AT COST | $176,919 | $142,091 |
| 09252M883 BLACKROCK TOTAL RETU | |||
| 411512460 HARBOR MID CAP VALUE | AT COST | $153,055 | $166,512 |
| 589619824 MERIDIAN SMALL CAP G | AT COST | $134,627 | $131,577 |
| 025072349 AVANTIS US LARGE CAP | AT COST | $176,826 | $207,231 |
| 02631W607 AMER FND MULTI-SEC I | AT COST | $499,775 | $499,775 |
| 092528603 ISHARES FLEXIBLE INC | AT COST | $341,885 | $339,997 |
| 37954Y632 GLOBAL X ART INTEL & | AT COST | $480,437 | $491,918 |
| 46138E800 INVESCO CHINA TECHNO | AT COST | $276,812 | $253,916 |
| 46435G326 ISHARES CORE MSCI DE | AT COST | $412,409 | $465,105 |
| 52107V229 LAZARD INTL QLTY GRW | AT COST | $254,212 | $240,018 |
| 74440B884 PRUDENTIAL TOTAL RET | AT COST | $783,796 | $790,216 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $2 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION FILING FEES | Desc |
| Revenue And Expenses Per Books | $118 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $118 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MUTUAL FUND TIMING ADJ | Desc |
| Amt | $2,684 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $3,178 | $3,178 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $1,804 | $0 | $0 |
| FEDERAL ESTIMATES - INCOME | $7,006 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $1,688 | $1,688 | $0 |
Comments