FORSYTHE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- FORSYTHE FOUNDATION (EIN 25-6072007)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-04-21
- IRS object ID
- 202541119349100334
- Schema version
- 2024v5.1
- 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 Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-21T15:01:30-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2100 ONE PPG PLACE | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 256072007 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FORSYTHE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FORS | BusinessNameControlTxt |
| Phone | 4122583051 | 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 | 4122583051 | PhoneNum |
| Signature | 2025-03-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JASON BELOT | PreparerPersonNm |
| PTIN | P00183464 | PTIN |
| Phone | 3302555814 | PhoneNum |
| Preparation | 2025-03-26 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization4947a1 Trtd PF | Yes (X) | Organization4947a1TrtdPFInd |
| FMV Assets EOY | $1,005,500 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $25,237 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $25,079 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $22,074 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $257,417 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $22,074 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $47,311 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $47,153 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $12,002 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $9,602 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $2,400 | 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 | $540 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $324 | 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 | $2,855 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $2,855 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,397 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,926 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,255 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $39,372 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $39,372 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $54,769 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,926 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $44,627 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$7,458 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $37,227 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $28,474 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $40,870 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $40,870 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $839,178 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $818,926 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $964,630 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $867,652 | TotalAssetsBOYAmt |
| Total Assets EOY | $859,796 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,005,500 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $867,652 | CapitalStockBOYAmt |
| Capital Stock EOY | $859,796 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $867,652 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $859,796 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $867,652 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $859,796 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $867,652 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$7,458 | ExcessRevenueOverExpensesAmt |
| Other Increases | $987 | OtherIncreasesAmt |
| Subtotal | $861,181 | SubtotalAmt |
| Other Decreases | $1,385 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $859,796 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (70 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 56. ISHARES CORE S&P 500 ETF | 2021-08-24 | 2024-06-07 | $30,104 | $24,168 | $5,936 | $5,936 | |
| 20. WISDOMTREE U.S. QUALITY DIVI ETF | 2023-09-26 | 2024-06-07 | $1,536 | $1,274 | $262 | $262 | |
| 653.909 LSV SMALL CAP FUND-INST | 2022-03-01 | 2024-06-11 | $11,646 | $10,643 | $1,003 | $1,003 | |
| 47.019 WCM FOCUSED INTL GROWTH-INS | 2023-09-26 | 2024-06-11 | $1,178 | $953 | $225 | $225 | |
| 1322.881 NUANCE MID CAP VALUE-Z | 2022-03-01 | 2024-06-11 | $16,457 | $17,647 | -$1,190 | -$1,190 | |
| 1313.711 SPYGLASS GROWTH FUND-INST | 2021-03-24 | 2024-06-11 | $19,784 | $19,123 | $661 | $661 | |
| 1705.312 TRANSAMERICA SM CAP GROW-I2 | 2020-07-01 | 2024-06-11 | $11,289 | $11,352 | -$63 | -$63 | |
| 315.132 TRIBUTARY SMALL COMPANY FD INST PLUS FD 1705 | 2019-04-04 | 2024-06-11 | $9,495 | $8,454 | $1,041 | $1,041 | |
| 82.883 WASATCH INTL OPPORTUNIT-INST | 2023-09-26 | 2024-08-20 | $268 | $226 | $42 | $42 | |
| 3827.604 WASATCH INTL OPPORTUNIT-INST | 2017-04-17 | 2024-08-20 | $12,363 | $11,428 | $935 | $935 | |
| .533 DODGE & COX INCOME FUND FD 147 | 2022-06-23 | 2024-08-26 | $7 | $7 | |||
| 20.904 DOUBLELINE TOTAL RETURN BOND FUND CLASS R6 | 2023-06-12 | 2024-08-26 | $189 | $185 | $4 | $4 | |
| 7. ISHARES MSCI USA MIN VOL FACTOR ETF | 2023-09-26 | 2024-08-26 | $635 | $513 | $122 | $122 | |
| 655.924 ALLSPRING CORE BOND FUND | 2023-05-25 | 2024-08-26 | $7,412 | $7,209 | $203 | $203 | |
| 210.865 WESTERN ASSET CORE PLUS BOND FUND CLASS IS | 2023-09-26 | 2024-08-26 | $2,010 | $1,866 | $144 | $144 | |
| 581.062 WESTERN ASSET CORE PLUS BOND FUND CLASS IS | 2024-06-07 | 2024-08-26 | $5,538 | $5,328 | $210 | $210 | |
| 5616.961 WESTERN ASSET CORE PLUS BOND FUND CLASS IS | 2018-06-19 | 2024-08-26 | $53,530 | $60,363 | -$6,833 | -$6,833 | |
| 7. WISDOMTREE U.S. QUALITY DIVI ETF | 2023-09-26 | 2024-08-26 | $572 | $446 | $126 | $126 | |
| 200.023 BLACKROCK TOTAL RETURN-I | 2024-08-26 | 2024-09-13 | $2,050 | $2,028 | $22 | $22 | |
| 178.981 DODGE & COX INCOME FUND FD 147 | 2022-06-23 | 2024-09-13 | $2,350 | $2,257 | $93 | $93 | |
| 131.143 DOUBLELINE TOTAL RETURN BOND FUND CLASS R6 | 2023-06-12 | 2024-09-13 | $1,196 | $1,162 | $34 | $34 | |
| 29.705 WCM FOCUSED INTL GROWTH-INS | 2023-09-26 | 2024-09-13 | $772 | $602 | $170 | $170 | |
| 78.176 WCM FOCUSED INTL GROWTH-INS | 2022-06-23 | 2024-09-13 | $2,033 | $1,426 | $607 | $607 | |
| 24. ISHARES CORE S&P 500 ETF | 2023-03-06 | 2024-09-13 | $13,572 | $9,791 | $3,781 | $3,781 | |
| 75. ISHARES U S TREASURY BOND ETF | 2023-05-25 | 2024-09-13 | $1,769 | $1,723 | $46 | $46 | |
| 13. ISHARES MSCI USA MIN VOL FACTOR ETF | 2023-09-26 | 2024-09-13 | $1,187 | $953 | $234 | $234 | |
| 18. WISDOMTREE U.S. QUALITY DIVI ETF | 2023-09-26 | 2024-09-13 | $1,471 | $1,146 | $325 | $325 | |
| 88.386 DOUBLELINE TOTAL RETURN BOND FUND CLASS R6 | 2023-06-12 | 2024-10-08 | $788 | $783 | $5 | $5 | |
| 40.953 HARBOR MID CAP VALUE | 2024-06-11 | 2024-10-08 | $1,122 | $1,034 | $88 | $88 | |
| 2. ISHARES CORE S&P 500 ETF | 2023-03-06 | 2024-10-08 | $1,146 | $816 | $330 | $330 | |
| 35. ISHARES MSCI INTL QUALITY FACTOR ETF | 2023-04-19 | 2024-10-08 | $1,419 | $1,261 | $158 | $158 | |
| 66.46 TOUCHSTONE SANDS EM GR-R6 | 2021-12-28 | 2024-10-08 | $1,062 | $1,137 | -$75 | -$75 | |
| 723.926 ALLSPRING CORE BOND FUND | 2023-05-25 | 2024-10-08 | $8,108 | $7,956 | $152 | $152 | |
| 1. WISDOMTREE U.S. QUALITY DIVI ETF | 2023-09-26 | 2024-10-08 | $83 | $64 | $19 | $19 | |
| 273. ISHARES MSCI USA MIN VOL FACTOR ETF | 2023-09-26 | 2024-11-19 | $24,845 | $20,019 | $4,826 | $4,826 | |
| CAPITAL GAIN DIVIDENDS | $8,431 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,431 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,431 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,431 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,431 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,431 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,431 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,431 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,431 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,431 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,431 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,431 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,431 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,431 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,431 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,431 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,431 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,431 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,431 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,431 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,431 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,431 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,431 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,431 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,431 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,431 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,431 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,431 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,431 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,431 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,431 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,431 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,431 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,431 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,431 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $22,074 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $517 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $517 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $517 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $186 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $186 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $331 | 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 | 4122583051 | 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) |
|---|---|---|
| NECT Filing In Lieu OF Form1041 | Yes (X) | NECTFilingInLieuOFForm1041Ind |
| 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 | 3 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $12,002 | 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 | $1,002,415 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,002,415 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,002,415 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,036 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $987,379 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $49,369 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $49,369 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $517 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $517 | TotalTaxAmt |
| Distributable Before Adj | $48,852 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $48,852 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $48,852 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $44,627 | 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 | $44,627 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $48,852 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $39,372 | 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 | $44,627 | QualifyingDistributionsAmt |
| Applied To Year1 | $39,372 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,255 | 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 | $43,597 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PNC CHARITABLE TRUST GRANT REVIEW C | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | The Tower at PNC Plaza 300 Fifth A | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4122583051 | 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 (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| WASHINGTON AND JEFFERSON COLLEGE | ||||||||
| 60 S LINCOLN STREET | WASHINGTON | PA | 15301 | NONE | PC | OLD MAIN RENOVATION | $13,124 | |
| WREATHS ACROSS AMERICA | ||||||||
| 4 POINT STREET | COLUMBIA FALLS | ME | 04623 | NONE | PC | VETERAN WREATH PLACEMENT | $2,000 | |
| BUTLER AREA PUBLIC LIBRARY | ||||||||
| 218 N MCKEAN STREET | BUTLER | PA | 16001 | NONE | PC | ALL INCLUSIVE ADVENTURES | $4,562 | |
| COMMUNITY HEALTH CENTER OF BUTLER | ||||||||
| 103 BONNIE DRIVE | BUTLER | PA | 16002 | NONE | PC | DIABETES CARE FOR UNINSURED | $19,686 | COUNTY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $39,372 | 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 | $25,237 | 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 | $22,074 | 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 | $47,311 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $47,311 | 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 | AT COST | $23,149 | $22,535 |
| 461418444 WCM FOCUSED INTL GRO | AT COST | $25,464 | $33,413 |
| 464287200 ISHARES CORE S&P 500 | AT COST | $256,225 | $380,876 |
| 552746364 MFS EMERGING MKTS DE | AT COST | $18,504 | $17,506 |
| 936793686 WASATCH INTL OPPORTU | |||
| 74440Y884 PGIM HIGH YIELD FUND | AT COST | $22,986 | $22,166 |
| 89355J656 TRANSAMERICA SM CAP | |||
| 89609H704 TRIBUTARY SMALL COMP | |||
| 97717X669 WISDOMTREE U.S. QUAL | AT COST | $27,732 | $35,043 |
| 413838566 OAKMARK INTL SM CAP- | AT COST | $8,514 | $10,817 |
| 543069405 LONGLEAF PARTNERS FD | AT COST | $19,630 | $17,004 |
| 56170L703 SPYGLASS GROWTH FUND | |||
| 957663669 WESTERN ASSET CORE P | |||
| 00769G535 LSV SMALL CAP FUND-I | |||
| 00770X675 PZENA EMERG MKTS VAL | AT COST | $14,658 | $16,734 |
| 256210105 DODGE & COX INCOME F | AT COST | $60,921 | $61,192 |
| 56167N712 NUANCE MID CAP VALUE | |||
| 89154M702 TOUCHSTONE SANDS EM | AT COST | $16,436 | $17,838 |
| 89155T490 TOUCHSTONE MID CAP-R | AT COST | $16,430 | $20,389 |
| 25434V807 DIMENSIONAL INTERNAT | AT COST | $17,424 | $18,911 |
| 258620566 DOUBLELINE TOTAL RET | AT COST | $32,902 | $32,452 |
| 46429B267 ISHARES U S TREASURY | AT COST | $43,633 | $43,777 |
| 46429B697 ISHARES MSCI USA MIN | |||
| 46434V456 ISHARES MSCI INTL QU | AT COST | $30,814 | $31,923 |
| 94987W794 ALLSPRING CORE BOND | AT COST | $44,138 | $43,827 |
| 00171A852 AMG RR SM CAP VAL-I | AT COST | $17,141 | $17,951 |
| 04314H576 ARTISAN INTL SM/MID- | AT COST | $12,592 | $11,779 |
| 057071813 BAIRD MIDCAP INST | AT COST | $17,141 | $17,011 |
| 09252M883 BLACKROCK TOTAL RETU | AT COST | $59,244 | $56,848 |
| 411512460 HARBOR MID CAP VALUE | AT COST | $16,107 | $16,413 |
| 589619824 MERIDIAN SMALL CAP G | AT COST | $17,141 | $18,225 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (4 entries)
| DescDesc | AmtAmt |
|---|---|
| RETURN OF CAPITAL ADJUSTMENT | $444 |
| ROUNDING | $2 |
| 2024 TRANSACTIONS POSTED IN 2025 | $932 |
| ADJUSTMENT TO INCOME | $7 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRANTMAKING FEES | Desc |
| Revenue And Expenses Per Books | $2,855 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,855 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2023 TRANSACTIONS POSTED IN 2024 | Desc |
| Amt | $987 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $30 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $186 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $254 | $254 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $70 | $70 | $0 |