PARROT CHARITABLE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- PARROT CHARITABLE FOUNDATION (EIN 35-6598565)
- Tax period
- 2023-11-01 to 2024-10-31
- Filed
- 2025-02-03
- IRS object ID
- 202500349349100850
- Schema version
- 2023v6.0
- 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 | 2025-02-03T14:01:13-06:00 | ReturnTs |
| Tax Period End | 2024-10-31 | 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 | 2023-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 356598565 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PARROT CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PARR | BusinessNameControlTxt |
| Phone | 4124671575 | 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 | 4124671575 | PhoneNum |
| Signature | 2025-01-15 | 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 | 2025-01-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | 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 | $1,030,911 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,038 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $24,145 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $24,087 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $18,779 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $228,293 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $18,779 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $43,962 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $42,866 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $10,802 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $8,642 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $2,160 | 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 | $625 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $115 | 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 | $2,918 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $2,918 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,345 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,757 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,078 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $37,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $37,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $51,845 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,757 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $42,578 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$7,883 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $34,109 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $17,911 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $39,842 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $39,842 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $846,618 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $816,232 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $991,069 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $864,529 | TotalAssetsBOYAmt |
| Total Assets EOY | $856,074 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,030,911 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $864,529 | CapitalStockBOYAmt |
| Capital Stock EOY | $856,074 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $864,529 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $856,074 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $864,529 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $856,074 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $864,529 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$7,883 | ExcessRevenueOverExpensesAmt |
| Other Increases | $710 | OtherIncreasesAmt |
| Subtotal | $857,356 | SubtotalAmt |
| Other Decreases | $1,282 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $856,074 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (96 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 360. ISHARES MSCI EAFE VALUE ETF | 2023-11-14 | $17,797 | $15,247 | $2,550 | $2,550 | ||
| 5.223 LONGLEAF PARTNERS FDS TR INTL FD 4428 | 2023-11-14 | $81 | $97 | -$16 | -$16 | 2021-03-24 | |
| 168.13 WCM FOCUSED INTL GROWTH-INS | 2024-02-23 | $4,186 | $3,410 | $776 | $776 | ||
| 48. ISHARES CORE S&P 500 ETF | 2024-02-23 | $24,493 | $20,826 | $3,667 | $3,667 | 2022-03-01 | |
| 3. ISHARES MSCI USA MIN VOL FACTOR ETF | 2024-02-23 | $245 | $220 | $25 | $25 | 2023-09-26 | |
| 41. ISHARES MSCI INTL QUALITY FACTOR ETF | 2024-02-23 | $1,592 | $1,477 | $115 | $115 | 2023-04-19 | |
| 66.407 MADISON MID CAP FUND-R6 | 2024-02-23 | $1,130 | $676 | $454 | $454 | 2018-03-20 | |
| 27.155 PRINCIPAL MIDCAP FUND-R6 | 2024-02-23 | $1,104 | $751 | $353 | $353 | 2018-03-20 | |
| 113.547 WASATCH INTL OPPORTUNIT-INST | 2024-02-23 | $354 | $403 | -$49 | -$49 | 2018-03-20 | |
| 24. WISDOMTREE U.S. QUALITY DIVI ETF | 2024-02-23 | $1,779 | $1,528 | $251 | $251 | 2023-09-26 | |
| 7. ISHARES CORE S&P 500 ETF | 2024-06-11 | $3,747 | $3,037 | $710 | $710 | 2022-03-01 | |
| 60.664 PRINCIPAL MIDCAP FUND-R6 | 2024-06-11 | $2,490 | $1,677 | $813 | $813 | 2018-03-20 | |
| 36.707 TRANSAMERICA SM CAP GROW-I2 | 2024-06-11 | $243 | $252 | -$9 | -$9 | 2024-02-23 | |
| 1757.072 TRANSAMERICA SM CAP GROW-I2 | 2024-06-11 | $11,632 | $11,787 | -$155 | -$155 | ||
| 9.272 TRIBUTARY SMALL COMPANY FD INST PLUS FD 1705 | 2024-06-11 | $279 | $273 | $6 | $6 | 2024-02-23 | |
| 324.697 TRIBUTARY SMALL COMPANY FD INST PLUS FD 1705 | 2024-06-11 | $9,783 | $7,771 | $2,012 | $2,012 | ||
| 15.381 ALLSPRING SPECIAL MID CAP VALUE FUND CL R6 | 2024-06-11 | $751 | $729 | $22 | $22 | 2024-02-23 | |
| 346.888 ALLSPRING SPECIAL MID CAP VALUE FUND CL R6 | 2024-06-11 | $16,928 | $16,513 | $415 | $415 | ||
| 143.175 WASATCH INTL OPPORTUNIT-INST | 2024-08-20 | $462 | $409 | $53 | $53 | ||
| 3771.515 WASATCH INTL OPPORTUNIT-INST | 2024-08-20 | $12,182 | $12,634 | -$452 | -$452 | ||
| 31.252 DODGE & COX INCOME FUND FD 147 | 2024-08-26 | $405 | $389 | $16 | $16 | 2024-02-23 | |
| 10.611 DOUBLELINE TOTAL RETURN BOND FUND CLASS R6 | 2024-08-26 | $96 | $94 | $2 | $2 | 2023-05-25 | |
| 3. ISHARES CORE S&P 500 ETF | 2024-08-26 | $1,690 | $1,302 | $388 | $388 | 2022-03-01 | |
| 4. ISHARES MSCI USA MIN VOL FACTOR ETF | 2024-08-26 | $363 | $293 | $70 | $70 | 2023-09-26 | |
| 543.9 ALLSPRING CORE BOND FUND | 2024-08-26 | $6,146 | $5,977 | $169 | $169 | 2023-05-25 | |
| 838.611 WESTERN ASSET CORE PLUS BOND FUND CLASS IS | 2024-08-26 | $7,992 | $7,682 | $310 | $310 | ||
| 5518.169 WESTERN ASSET CORE PLUS BOND FUND CLASS IS | 2024-08-26 | $52,588 | $55,880 | -$3,292 | -$3,292 | ||
| 5. WISDOMTREE U.S. QUALITY DIVI ETF | 2024-08-26 | $409 | $318 | $91 | $91 | 2023-09-26 | |
| 133.417 BLACKROCK TOTAL RETURN-I | 2024-09-12 | $1,365 | $1,353 | $12 | $12 | 2024-08-26 | |
| 121.536 DODGE & COX INCOME FUND FD 147 | 2024-09-12 | $1,592 | $1,513 | $79 | $79 | 2024-02-23 | |
| 87.933 DOUBLELINE TOTAL RETURN BOND FUND CLASS R6 | 2024-09-12 | $800 | $776 | $24 | $24 | 2023-05-25 | |
| 25.607 HARBOR MID CAP VALUE | 2024-09-12 | $678 | $647 | $31 | $31 | 2024-06-11 | |
| 4. ISHARES CORE S&P 500 ETF | 2024-09-12 | $2,247 | $1,720 | $527 | $527 | 2023-09-26 | |
| 29. ISHARES CORE S&P 500 ETF | 2024-09-12 | $16,289 | $12,582 | $3,707 | $3,707 | 2022-03-01 | |
| 27. ISHARES U S TREASURY BOND ETF | 2024-09-12 | $635 | $620 | $15 | $15 | 2023-05-25 | |
| 17. ISHARES MSCI USA MIN VOL FACTOR ETF | 2024-09-12 | $1,540 | $1,247 | $293 | $293 | 2023-09-26 | |
| 23.618 PRINCIPAL MIDCAP FUND-R6 | 2024-09-12 | $1,044 | $653 | $391 | $391 | 2018-03-20 | |
| 20.878 TOUCHSTONE SANDS EM GR-R6 | 2024-09-12 | $318 | $407 | -$89 | -$89 | 2021-12-28 | |
| 224.739 ALLSPRING CORE BOND FUND | 2024-09-12 | $2,562 | $2,470 | $92 | $92 | 2023-05-25 | |
| 23. WISDOMTREE U.S. QUALITY DIVI ETF | 2024-09-12 | $1,864 | $1,465 | $399 | $399 | 2023-09-26 | |
| 146.41 PZENA EMERG MKTS VALUE-INST | 2024-10-08 | $2,053 | $1,796 | $257 | $257 | 2024-02-23 | |
| 57.048 PZENA EMERG MKTS VALUE-INST | 2024-10-08 | $800 | $599 | $201 | $201 | 2022-09-15 | |
| 25. DIMENSIONAL INTERNATIONAL VA ETF | 2024-10-08 | $938 | $847 | $91 | $91 | ||
| 3. ISHARES CORE S&P 500 ETF | 2024-10-08 | $1,719 | $1,224 | $495 | $495 | 2023-03-06 | |
| 59.696 LONGLEAF PARTNERS FDS TR INTL FD 4428 | 2024-10-08 | $1,031 | $1,106 | -$75 | -$75 | 2021-03-24 | |
| 40.498 TOUCHSTONE SANDS EM GR-R6 | 2024-10-08 | $647 | $789 | -$142 | -$142 | 2021-12-28 | |
| 538.739 ALLSPRING CORE BOND FUND | 2024-10-08 | $6,034 | $5,921 | $113 | $113 | 2023-05-25 | |
| 2. WISDOMTREE U.S. QUALITY DIVI ETF | 2024-10-08 | $165 | $127 | $38 | $38 | 2023-09-26 | |
| CAPITAL GAIN DIVIDENDS | $3,025 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,025 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,025 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,025 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,025 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,025 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,025 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,025 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,025 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,025 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,025 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,025 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,025 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,025 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,025 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,025 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,025 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,025 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,025 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,025 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,025 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,025 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,025 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,025 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,025 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,025 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,025 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,025 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,025 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,025 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,025 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,025 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,025 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,025 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,025 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,025 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,025 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,025 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,025 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,025 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,025 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,025 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,025 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,025 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,025 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,025 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,025 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,025 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $18,779 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $474 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $474 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $474 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $411 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $411 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $63 | 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 | IN | 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 | 4124671575 | 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 | 3 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $10,802 | 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 | $1,000,581 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,000,581 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,000,581 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,009 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $985,572 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $49,279 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $49,279 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $474 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $474 | TotalTaxAmt |
| Distributable Before Adj | $48,805 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $48,805 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $48,805 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $42,578 | 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 | $42,578 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $48,805 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $37,235 | 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 | $42,578 | QualifyingDistributionsAmt |
| Applied To Year1 | $37,235 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,343 | 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 | $43,462 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PNC CHARITABLE GRANT REVIEW COMMITT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TOWER AT PNC PLAZA 300 FIFTH AVE | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4124671575 | 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 (8 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 |
|---|---|---|---|---|---|---|---|---|
| BLESSINGS IN A BACKPACK INC | ||||||||
| 111 EAST WAYNE STREET STE 555 | FORT WAYNE | IN | 468022600 | NONE | PC | STUDENT SUPPLEMENTAL FOOD | $5,000 | |
| EARLY CHILDHOOD ALLIANCE INC | ||||||||
| 3320 FAIRFIELD AVENUE | FORT WAYNE | IN | 46807 | NONE | PC | TUITION ASSISTANCE | $6,000 | |
| ERIN'S HOUSE FOR GRIEVING CHILDREN INC | ||||||||
| 5670 YMCA PARK DR WEST | FORT WAYNE | IN | 468353280 | NONE | PC | PEER GRIEF SUPPORT | $5,000 | |
| FORT WAYNE ZOOLOGICAL SOCIETY | ||||||||
| 3411 SHERMAN BLVD | FORT WAYNE | IN | 468081522 | NONE | PC | COASTAL COVE PHASE II | $5,000 | |
| AMANI FAMILY SERVICES | ||||||||
| 5104 N CLINTON STREET | FORT WAYNE | IN | 46825 | NONE | PC | MULTICULTURAL FAMILY | $6,000 | |
| WELLSPRING INTERFAITH SOCIAL | ||||||||
| 1316 BROADWAY | FORT WAYNE | IN | 468023306 | NONE | PC | FUNDAMENTAL ASSISTANCE | $6,500 | SERVICES |
| OUT OF A JAM INC | ||||||||
| 322 W WOODLAND AVENUE | FORT WAYNE | IN | 46807 | NONE | PC | ESSENTIALS PROGRAM | $2,000 | |
| HEALTHIER MOMS & BABIES INC | ||||||||
| 215 E BERRY STREET | FORT WAYNE | IN | 46802 | NONE | PC | MOBILE DIAPER PANTRY 2024 | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $37,500 | 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 | $24,145 | 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 | $18,779 | 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 | $42,924 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $42,924 | 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 (30 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 317609295 SEAFARER OVERSEAS GR | AT COST | $25,248 | $23,947 |
| 74256W584 PRINCIPAL MIDCAP FUN | AT COST | $10,209 | $18,274 |
| 552746364 MFS EMERGING MKTS DE | AT COST | $19,987 | $18,091 |
| 461418444 WCM FOCUSED INTL GRO | AT COST | $22,988 | $39,711 |
| 97717X669 WISDOMTREE U.S. QUAL | AT COST | $27,512 | $35,424 |
| 464287200 ISHARES CORE S&P 500 | AT COST | $235,908 | $351,313 |
| 957663669 WESTERN ASSET CORE P | |||
| 74440Y884 PGIM HIGH YIELD FUND | AT COST | $23,876 | $22,745 |
| 936793686 WASATCH INTL OPPORTU | |||
| 413838566 OAKMARK INTL SM CAP- | AT COST | $8,128 | $12,695 |
| 89355J656 TRANSAMERICA SM CAP | |||
| 543069405 LONGLEAF PARTNERS FD | AT COST | $21,041 | $19,455 |
| 89609H704 TRIBUTARY SMALL COMP | |||
| 557492485 MADISON MID CAP FUND | AT COST | $10,283 | $17,844 |
| 00171A852 AMG RR SM CAP VAL-I | AT COST | $16,454 | $18,535 |
| 00770X675 PZENA EMERG MKTS VAL | AT COST | $14,637 | $18,712 |
| 256210105 DODGE & COX INCOME F | AT COST | $60,173 | $63,127 |
| 464288877 ISHARES MSCI EAFE VA | |||
| 89154M702 TOUCHSTONE SANDS EM | AT COST | $18,397 | $20,100 |
| 94987W513 ALLSPRING SPECIAL MI | |||
| 258620566 DOUBLELINE TOTAL RET | AT COST | $33,894 | $33,833 |
| 46429B267 ISHARES U S TREASURY | AT COST | $43,945 | $43,883 |
| 46429B697 ISHARES MSCI USA MIN | AT COST | $20,386 | $25,017 |
| 46434V456 ISHARES MSCI INTL QU | AT COST | $31,608 | $34,421 |
| 94987W794 ALLSPRING CORE BOND | AT COST | $44,856 | $45,077 |
| 04314H576 ARTISAN INTL SM/MID- | AT COST | $12,605 | $12,158 |
| 09252M883 BLACKROCK TOTAL RETU | AT COST | $59,728 | $58,197 |
| 25434V807 DIMENSIONAL INTERNAT | AT COST | $17,555 | $19,643 |
| 411512460 HARBOR MID CAP VALUE | AT COST | $19,332 | $20,825 |
| 589619824 MERIDIAN SMALL CAP G | AT COST | $17,482 | $18,042 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| RETURN OF CAPITAL ADJUSTMENT | $347 |
| 2023 TRANSACTIONS POSTED IN 2024 | $930 |
| ROUNDING | $5 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRANTMAKING FEES | Desc |
| Revenue And Expenses Per Books | $2,918 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,918 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2022 TRANSACTIONS POSTED IN 2023 | Desc |
| Amt | $710 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $99 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $411 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $70 | $70 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $45 | $45 | $0 |