SAMUEL AND EDITH@JUSTUS CHARITABLE TRUST: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- SAMUEL AND EDITH@JUSTUS CHARITABLE TRUST (EIN 47-1840657)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-08
- IRS object ID
- 202631289349104253
- 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 Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-08T17:01:41-05:00 | 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 | 471840657 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAMUEL-EDITH JUSTUS CHAR TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JUS | BusinessNameControlTxt |
| Phone | 4128076049 | 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 | 4128076049 | PhoneNum |
| Signature | 2026-04-07 | 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 | 2026-04-07 | 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 | $32,561,306 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $845,795 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $845,546 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $633,021 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,801,417 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $633,021 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $1,478,816 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,478,567 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $170,126 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $136,101 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $34,025 | 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 | $90,049 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $90,049 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $64,708 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $9,439 | 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 | $324,883 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $145,540 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $124,074 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,291,033 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,291,033 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,615,916 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $145,540 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,415,107 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$137,100 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,333,027 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $722,369 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $723,006 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $723,006 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $27,385,721 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $27,250,726 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $31,838,300 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $28,108,090 | TotalAssetsBOYAmt |
| Total Assets EOY | $27,973,732 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $32,561,306 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $28,108,090 | CapitalStockBOYAmt |
| Capital Stock EOY | $27,973,732 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $28,108,090 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $27,973,732 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $28,108,090 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $27,973,732 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $28,108,090 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$137,100 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,053 | OtherIncreasesAmt |
| Subtotal | $27,974,043 | SubtotalAmt |
| Other Decreases | $311 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $27,973,732 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (18 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 34428.311 TOUCHSTONE MID CAP-R6 | 2022-11-02 | 2025-04-02 | $1,848,456 | $1,411,905 | $436,551 | $436,551 | |
| 49633.164 TRIBUTARY SMALL COMPANY FD INST | 2022-11-03 | 2025-05-01 | $1,333,643 | $1,486,017 | -$152,374 | -$152,374 | |
| 200. INVESCO QQQ TRUST | 2020-07-07 | 2025-07-01 | $109,646 | $51,632 | $58,014 | $58,014 | |
| 9050.963 AMERICAN BEACON AHL MANAGED | 2020-07-29 | 2025-07-30 | $82,635 | $97,207 | -$14,572 | -$14,572 | |
| 39944.18 ANGEL OAK MULTI-STRATEGY INCOME | 2020-05-27 | 2025-07-30 | $345,517 | $388,921 | -$43,404 | -$43,404 | |
| 21824.882 BLACKROCK EVENT DRIVEN EQ-IS | 2018-02-06 | 2025-07-30 | $225,888 | $197,733 | $28,155 | $28,155 | |
| 18977.787 EV GL MACR ABS RTRN ADV FUND | 2017-08-07 | 2025-07-30 | $215,208 | $195,146 | $20,062 | $20,062 | |
| 415. INVESCO QQQ TRUST | 2020-07-07 | 2025-09-29 | $248,449 | $107,136 | $141,313 | $141,313 | |
| 400. ISHARES CORE S&P 500 | 2024-10-11 | 2025-09-29 | $266,352 | $232,699 | $33,653 | $33,653 | |
| CAPITAL GAIN DIVIDENDS | $125,623 | P | |||||
| CAPITAL GAIN DIVIDENDS | $125,623 | P | |||||
| CAPITAL GAIN DIVIDENDS | $125,623 | P | |||||
| CAPITAL GAIN DIVIDENDS | $125,623 | P | |||||
| CAPITAL GAIN DIVIDENDS | $125,623 | P | |||||
| CAPITAL GAIN DIVIDENDS | $125,623 | P | |||||
| CAPITAL GAIN DIVIDENDS | $125,623 | P | |||||
| CAPITAL GAIN DIVIDENDS | $125,623 | P | |||||
| CAPITAL GAIN DIVIDENDS | $125,623 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $633,021 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $18,529 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $18,529 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $18,529 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $16,574 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $16,574 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,955 | 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 FOOTNOTES | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PNC BANK NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4128076049 | 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 | $170,126 | 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 | $30,553,444 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $463,149 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $31,016,593 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $31,016,593 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $465,249 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $30,551,344 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,527,567 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,527,567 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $18,529 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $18,529 | TotalTaxAmt |
| Distributable Before Adj | $1,509,038 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,509,038 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,509,038 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,415,107 | 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 | $1,415,107 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,509,038 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,291,033 | 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 | $1,415,107 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,291,033 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $124,074 | 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 | $1,384,964 | 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 Bank Charitable Trust Grant Rev | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Tower at PNC Plaza 300 Fifth Ave M | AddressLine1Txt |
| City | Pittsburgh | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4128076049 | 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 (35 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| KEYSTONE SMILES COMMUNITY LEARNING | ||||||||
| CENTER INC | PO BOX 352 | KNOX | PA | 16232 | NONE | PC | WEED AND SEED PROJECT | $195,000 |
| VENANGO CHAMBER FOUNDATION | ||||||||
| 24 SENECA STREET | OIL CITY | PA | 16301 | NONE | PC | CRANBERRY OIL HERITAGE | $24,000 | |
| ABC LIFE CENTER INC | ||||||||
| 323 13TH STREET | FRANKLIN | PA | 16323 | NONE | PC | ABC CLIENT PROGRAMMING | $10,000 | |
| BRIDGE BUILDERS COMMUNITY FOUNDATION | ||||||||
| 206 SENECA ST NATL TRANSIT | OIL CITY | PA | 16301 | NONE | PC | COMMUNITY KIDS POOL BLAST | $34,150 | |
| CASA OF VENANGO COUNTY INC | ||||||||
| 7 ELM ST | OIL CITY | PA | 16301 | NONE | PC | GENERAL SUPPORT | $101,500 | |
| CHILD DEVELOPMENT CENTERS INC | ||||||||
| 155 EAST BISSELL AVENUE | OIL CITY | PA | 16301 | NONE | PC | CLASSROOM TABLES/CHAIRS | $45,000 | |
| CLARION UNIVERSITY FOUNDATION INC | ||||||||
| 840 WOOD STREET | CLARION | PA | 16214 | NONE | PC | VENANGO COUNTY TOTES FOR | $10,000 | |
| DEBENCE ANTIQUE MUSIC WORLD | ||||||||
| 1261 LIBERTY STREET | FRANKLIN | PA | 16323 | NONE | PC | VENANGO COUNTY STUDENT | $3,000 | |
| FAMILY SERVICES & CHILDREN'S AID | ||||||||
| SOCIETY OF VENANGO COUNTY | 716 EAST SECOND STREET | OIL CITY | PA | 16301 | NONE | PC | VENANGO COUNTY PROGRAM, LSW | $42,500 |
| FOUNDATION FOR FREE ENTERPRISE EDUCATION | ||||||||
| 3076 W 12TH STREET | ERIE | PA | 16505 | NONE | PC | VENANGO COUNTY STUDENT | $4,170 | |
| GOOD HOPE LUTHERAN CHURCH OF OIL CITY | ||||||||
| 800 MORAN STREET | OIL CITY | PA | 16301 | NONE | PC | YOUTH DEVELOPMENT & | $50,000 | |
| MAKE-A-WISH FOUNDATION | ||||||||
| OF GREATER PA AND WV | 707 GRANT ST STE 3700 | PITTSBURGH | PA | 15219 | NONE | PC | VENANGO COUNTY WISH | $10,000 |
| VENANGO COUNTY ASSOC FOR THE BLIND | ||||||||
| 3035 STATE RT 257 | SENECA | PA | 16346 | NONE | PC | PREVENTION OF BLINDNESS | $13,000 | |
| VENANGO TRAINING & DEVELOPMENT CTR INC | ||||||||
| 239 QUAKER DRIVE | SENECA | PA | 16346 | NONE | PC | SUMMER JOBS PROGRAM | $20,000 | |
| YMCA CAMP COFFMAN | ||||||||
| 4072 CAMP COFFMAN ROAD | CRANBERRY | PA | 16319 | NONE | PC | YMCA CAMP COFFMAN | $40,000 | |
| CRANBERRY AREA SCHOOL DISTRICT | ||||||||
| 3 EDUCATION DRIVE | SENECA | PA | 16346 | NONE | PC | ADA ACCESSIBLE PLAYGROUND; | $9,500 | |
| SPECIAL OLYMPICS OF PENNSYLVANIA INC | ||||||||
| 2570 BLVD OF THE GENERALS STE 124 | NORRISTOWN | PA | 19403 | NONE | PC | 2025 SUMMER GAMES | $6,000 | |
| OIL CITY JUNIOR BASEBALL | ||||||||
| PO BOX 1552 | OIL CITY | PA | 16301 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| YMCA OF FRANKLINGROVE CITY | ||||||||
| 111 W PARK STREET | FRANKLIN | PA | 16323 | NONE | PC | FRANKLIN FIRE ALARM SYSTEM; | $64,676 | |
| POLK BOROUGH | ||||||||
| 710 MAIN ST | POLK | PA | 16342 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| SENECA HILLS BIBLE CAMP & RETREAT | ||||||||
| CENTER | 276 DAMASCUS ROAD | POLK | PA | 16342 | NONE | PC | GYMNASIUM FLOOR | $10,000 |
| YOUNG WOMENS CHRISTIAN ASSOCIATION | ||||||||
| 109 CENTRAL AVENUE | OIL CITY | PA | 16301 | NONE | PC | YWCA YOUTH PROGRAM | $71,912 | |
| OIL REGION ALLIANCE OF BUSINESS | ||||||||
| 217 ELM ST | OIL CITY | PA | 163011412 | NONE | PC | GENERAL SUPPORT | $2,818 | |
| GIRL SCOUTS OF WESTERN PENNSYLVANIA | ||||||||
| 30 ISABELLA STREET STE 107 | PITTSBURGH | PA | 15212 | NONE | PC | VENANGO COUNTY SUPPORT | $5,000 | |
| VENANGO MUSEUM OF ART SCIENCE AND | ||||||||
| AND INDUSTRY | 270 SENECA STREET | OIL CITY | PA | 16301 | NONE | PC | CHILDREN'S EXHIBIT, | $5,000 |
| COMMUNITY SERVICES OF VENANGO COUNTY | ||||||||
| 206 SENECA STREET | OIL CITY | PA | 16301 | NONE | PC | GENERAL SUPPORT | $147,000 | |
| YOUTH ALTERNATIVES INC | ||||||||
| ONE GRAFF STREET | OIL CITY | PA | 16301 | NONE | PC | YOUTH ALTERNATIVES PROGRAMS | $115,000 | |
| CHRISTIAN LIFE ACADEMY | ||||||||
| 3973 STATE ROUTE 257 | SENECA | PA | 16346 | NONE | PC | CHORAL RISERS | $4,107 | |
| GRACE LEARNING CENTER INC | ||||||||
| 321 ROCKY GROVE AVENUE | FRANKLIN | PA | 16323 | NONE | PC | GENERAL SUPPORT | $35,000 | |
| OIL CITY AREA SCHOOL DISTRICT | ||||||||
| 825 GRANDVIEW ROAD | OIL CITY | PA | 16301 | NONE | PC | OIL CITY MIDDLE SCHOOL PBIS | $15,000 | |
| YMCA FARM CAMP | ||||||||
| 12600 ABELS ROAD | NORTH SPRINGFIELD | PA | 16430 | NONE | PC | YMCA FARM CAMP | $22,700 | |
| MUSTARD SEED MISSINS OF VENANGO COUNTY | ||||||||
| 149 SUMMITT DRIVE SUITE B | FRANKLIN | PA | 16323 | NONE | PC | MUSTARD SEED OPERATIONS | $60,000 | |
| OIL REGION LIBRARY ASSOCIATION | ||||||||
| 2 CENTRAL AVE | OIL CITY | PA | 163012764 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| INNOVATION INSTITUTE FOR TOMORROW INC | ||||||||
| 594 UPPER SAGE RUN RD | OIL CITY | PA | 163013948 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| OIL CITY IZAAK WALTON LEAGUE OF AMERICA | ||||||||
| 4287 STATE ROUTE 8 | TITUSVILLE | PA | 16354 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,291,033 | 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 | $845,795 | 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 | $633,021 | 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 | $1,478,816 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,478,816 | 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 (24 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 256210105 DODGE & COX INCOME F | AT COST | $2,400,791 | $2,425,326 |
| 46090E103 INVESCO QQQ TRUST | AT COST | $554,011 | $1,318,309 |
| 03463K406 ANGEL OAK MULTI-STRA | |||
| 09250J734 BLACKROCK EVENT DRIV | AT COST | $171,508 | $196,874 |
| 97717X669 WISDOMTREE U.S. QUAL | AT COST | $596,126 | $847,528 |
| 024525669 AMERICAN BEACON AHL | AT COST | $121,702 | $108,726 |
| 057071854 BAIRD AGGREGATE BOND | AT COST | $2,403,834 | $2,301,290 |
| 27830W108 EV GL MACR ABS RTRN | AT COST | $188,046 | $215,656 |
| 74440Y884 PGIM HIGH YIELD FUND | AT COST | $863,500 | $801,415 |
| 00770X675 PZENA EMERG MKTS VAL | AT COST | $482,985 | $774,999 |
| 464287200 ISHARES CORE S&P 500 | AT COST | $9,231,993 | $11,661,104 |
| 46434G103 ISHARES CORE MSCI EM | AT COST | $656,022 | $767,720 |
| 72201F490 PIMCO INCOME FUND | AT COST | $2,152,000 | $2,230,341 |
| 89155T490 TOUCHSTONE MID CAP-R | |||
| 89609H704 TRIBUTARY SMALL COMP | |||
| 69344A107 PGIM ULTRA SHORT BON | AT COST | $1,242,356 | $1,245,552 |
| 315911727 FIDELITY INTERNATION | AT COST | $2,152,182 | $2,744,969 |
| 00191K609 AQR MANAGED FUTURES | AT COST | $104,961 | $112,972 |
| 05465G101 AXONIC STRATEGIC INC | AT COST | $174,936 | $174,740 |
| 128119880 CALAMOS MARKET NEUTR | AT COST | $167,938 | $170,877 |
| 360873137 GOTHAM ABSOLUTE RETU | AT COST | $209,923 | $208,949 |
| 48121L114 JPMORGAN STRAT INC O | AT COST | $209,923 | $209,740 |
| 74256W584 PRINCIPAL MIDCAP FUN | AT COST | $1,829,865 | $1,740,237 |
| 922908751 VANGUARD SMALL CAP | AT COST | $1,336,124 | $1,580,976 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| PY RETURN OF CAPITAL ADJUSTMENT | $268 |
| COST BASIS ADJUSTMENT | $43 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MUTUAL FUND TIMING ADJ | Desc |
| Amt | $3,053 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GRANTMAKING FEES | CategoryTxt |
| Amt | $90,049 | Amt |
| Disbursements Charitable Prps | $90,049 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $2,409 | $2,409 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $38,695 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $16,574 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $7,030 | $7,030 | $0 |
Comments