OWEN C & JEAN I PRITCHARD CHARITABLE FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- OWEN C & JEAN I PRITCHARD CHARITABLE FOUNDATION (EIN 35-2016378)
- Tax period
- 2021-04-01 to 2022-03-31
- Filed
- 2022-08-22
- IRS object ID
- 202202349349100950
- Schema version
- 2021v4.1
- 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 | 2022-08-22T10:00:26-05:00 | ReturnTs |
| Tax Period End | 2022-03-31 | 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 | 2021-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 352016378 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OWEN & JEAN PRITCHARD FDN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PRIT | BusinessNameControlTxt |
| Phone | 4127629965 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 116 ALLEGHENY CENTER MALL P8YB3502L | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15212 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PNC BANK N A | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 4127629965 | PhoneNum |
| Signature | 2022-08-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PHYL | PersonFirstNm |
| Person Last | DIVINE | PersonLastNm |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIC W COURSEY | PreparerPersonNm |
| PTIN | P00387963 | PTIN |
| Phone | 8445222059 | PhoneNum |
| Preparation | 2022-08-18 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,308,508 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $53,487 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $53,487 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $149,146 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $598,655 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $149,146 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $202,633 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $202,633 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $26,391 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $13,196 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $13,195 | 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 | $2,706 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $658 | 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 | $7,071 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $7,071 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $36,168 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,854 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $20,266 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $86,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $86,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $122,168 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,854 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $106,266 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $80,465 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $188,779 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $186,588 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $50,807 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $50,807 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $1,868,452 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,087,750 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,257,701 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,055,040 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,138,557 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,308,508 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,055,040 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,138,557 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,055,040 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,138,557 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,055,040 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,138,557 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,055,040 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $80,465 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,097 | OtherIncreasesAmt |
| Subtotal | $2,140,602 | SubtotalAmt |
| Other Decreases | $2,045 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,138,557 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (88 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 184.606 ALLIANCE BERNSTEIN CAP FUND INC CONCENTRATED GROWTH FUND | 2018-03-20 | 2021-08-24 | $11,608 | $6,645 | $4,963 | $4,963 | |
| 94.82 OAKMARK INTL SM CAP-R6 | 2018-03-20 | 2021-08-24 | $1,976 | $1,643 | $333 | $333 | |
| 2. INVESCO QQQ TRUST ETF | 2021-02-23 | 2021-08-24 | $748 | $637 | $111 | $111 | |
| 34. INVESCO QQQ TRUST ETF | 2020-07-01 | 2021-08-24 | $12,722 | $8,479 | $4,243 | $4,243 | |
| 306.891 WCM FOCUSED INTL GROWTH-INS | 2018-10-24 | 2021-08-24 | $8,838 | $4,505 | $4,333 | $4,333 | |
| 1444.524 LAZARD GLOBAL LISTED INFRASTRUCTURE PORTFOLIO | 2021-08-24 | $23,950 | $20,483 | $3,467 | $3,467 | ||
| 7483.737 LAZARD GLOBAL LISTED INFRASTRUCTURE PORTFOLIO | 2021-08-24 | $124,080 | $111,618 | $12,462 | $12,462 | ||
| 319.753 MADISON MID CAP FUND-R6 | 2018-03-20 | 2021-08-24 | $4,726 | $3,256 | $1,470 | $1,470 | |
| 11.837 PRINCIPAL MIDCAP FUND-R6 | 2021-03-24 | 2021-08-24 | $504 | $434 | $70 | $70 | |
| 140.979 PRINCIPAL MIDCAP FUND-R6 | 2018-03-20 | 2021-08-24 | $5,999 | $3,898 | $2,101 | $2,101 | |
| 93.884 TRANSAMERICA SM CAP GROW-I2 | 2021-03-24 | 2021-08-24 | $887 | $786 | $101 | $101 | |
| 32.026 LYRICAL US VALUE EQUITY-INST | 2021-03-24 | 2021-08-24 | $701 | $634 | $67 | $67 | |
| 37. WISDOMTREE U.S. QUALITY DIVI ETF | 2020-07-01 | 2021-08-24 | $2,309 | $1,690 | $619 | $619 | |
| 146. FIDELITY REAL ESTATE ETF ETF | 2021-08-24 | 2021-12-28 | $4,990 | $4,617 | $373 | $373 | |
| 12. INVESCO QQQ TRUST ETF | 2020-07-01 | 2021-12-28 | $4,820 | $2,993 | $1,827 | $1,827 | |
| 6. ISHARES TR S&P 500 INDEX FD | 2021-08-24 | 2021-12-28 | $2,873 | $2,700 | $173 | $173 | |
| 175.917 MADISON MID CAP FUND-R6 | 2018-03-20 | 2021-12-28 | $2,663 | $1,791 | $872 | $872 | |
| 38.752 LYRICAL US VALUE EQUITY-INST | 2021-03-24 | 2021-12-28 | $893 | $767 | $126 | $126 | |
| 6. WISDOMTREE U.S. QUALITY DIVI ETF | 2020-07-01 | 2021-12-28 | $395 | $274 | $121 | $121 | |
| 31.565 CAMBIAR INTL EQUITY FUND-INS | 2021-08-24 | 2022-03-01 | $784 | $907 | -$123 | -$123 | |
| 247.323 BLACKROCK TOTAL RETURN-I | 2022-03-01 | $2,819 | $3,112 | -$293 | -$293 | ||
| 1077. FIDELITY REAL ESTATE ETF ETF | 2021-08-24 | 2022-03-01 | $32,894 | $34,060 | -$1,166 | -$1,166 | |
| 1639. FIDELITY REAL ESTATE ETF ETF | 2022-03-01 | $50,058 | $35,359 | $14,699 | $14,699 | ||
| 917.159 SEAFARER OVERSEAS GROWTH & INCOME INSTL CLASS | 2022-03-01 | $11,740 | $13,760 | -$2,020 | -$2,020 | ||
| 74.846 OAKMARK INTL SM CAP-R6 | 2018-03-20 | 2022-03-01 | $1,320 | $1,297 | $23 | $23 | |
| 288.191 OAKMARK INTL SM CAP-R6 | 2021-12-28 | 2022-03-01 | $5,084 | $5,672 | -$588 | -$588 | |
| 59. INVESCO QQQ TRUST ETF | 2020-07-01 | 2022-03-01 | $20,320 | $14,714 | $5,606 | $5,606 | |
| 99. ISHARES CORE MSCI EAFE ETF ETF | 2021-08-24 | 2022-03-01 | $6,749 | $7,562 | -$813 | -$813 | |
| 49.135 LONGLEAF PARTNERS FDS TR INTL FD 136 | 2021-03-24 | 2022-03-01 | $754 | $910 | -$156 | -$156 | |
| 48.094 MFS EMERGING MKTS DEBT FD-R6 | 2020-11-25 | 2022-03-01 | $632 | $728 | -$96 | -$96 | |
| 1287.156 MADISON MID CAP FUND-R6 | 2018-03-20 | 2022-03-01 | $17,184 | $13,106 | $4,078 | $4,078 | |
| 155.6 METROPOLITAN WEST UNCONSTRAINED BOND FUND CLASS I | 2021-08-24 | 2022-03-01 | $1,779 | $1,866 | -$87 | -$87 | |
| 117.845 METROPOLITAN WEST UNCONSTRAINED BOND FUND CLASS I | 2020-11-25 | 2022-03-01 | $1,347 | $1,418 | -$71 | -$71 | |
| 640.984 PRINCIPAL MIDCAP FUND-R6 | 2018-03-20 | 2022-03-01 | $22,742 | $17,723 | $5,019 | $5,019 | |
| 159.107 PRINCIPAL MIDCAP FUND-R6 | 2021-12-28 | 2022-03-01 | $5,645 | $6,640 | -$995 | -$995 | |
| 909.969 PGIM HIGH YIELD FUND CLASS R6 | 2021-08-24 | 2022-03-01 | $4,786 | $5,059 | -$273 | -$273 | |
| 1124.112 T ROWE PRICE INSTITUTIONAL FLOATING RATE FUND | 2018-03-20 | 2022-03-01 | $10,870 | $11,264 | -$394 | -$394 | |
| 16.924 TOUCHSTONE SANDS EM GR-R6 | 2021-08-24 | 2022-03-01 | $277 | $387 | -$110 | -$110 | |
| 1169.39 TRANSAMERICA SM CAP GROW-I2 | 2022-03-01 | $8,396 | $10,073 | -$1,677 | -$1,677 | ||
| 371.691 TRANSAMERICA SM CAP GROW-I2 | 2019-10-24 | 2022-03-01 | $2,669 | $2,501 | $168 | $168 | |
| 228.344 TRIBUTARY SMALL COMPANY FD INST PLUS FD 1705 | 2022-03-01 | $7,170 | $7,821 | -$651 | -$651 | ||
| 732.105 TRIBUTARY SMALL COMPANY FD INST PLUS FD 1705 | 2018-03-20 | 2022-03-01 | $22,988 | $21,253 | $1,735 | $1,735 | |
| 171.598 WESTERN ASSET CORE PLUS BOND FUND CLASS IS | 2022-03-01 | $1,939 | $2,161 | -$222 | -$222 | ||
| 1145. WISDOMTREE U.S. QUALITY DIVI ETF | 2020-07-01 | 2022-03-01 | $70,413 | $52,306 | $18,107 | $18,107 | |
| CAPITAL GAIN DIVIDENDS | $71,614 | P | |||||
| CAPITAL GAIN DIVIDENDS | $71,614 | P | |||||
| CAPITAL GAIN DIVIDENDS | $71,614 | P | |||||
| CAPITAL GAIN DIVIDENDS | $71,614 | P | |||||
| CAPITAL GAIN DIVIDENDS | $71,614 | P | |||||
| CAPITAL GAIN DIVIDENDS | $71,614 | P | |||||
| CAPITAL GAIN DIVIDENDS | $71,614 | P | |||||
| CAPITAL GAIN DIVIDENDS | $71,614 | P | |||||
| CAPITAL GAIN DIVIDENDS | $71,614 | P | |||||
| CAPITAL GAIN DIVIDENDS | $71,614 | P | |||||
| CAPITAL GAIN DIVIDENDS | $71,614 | P | |||||
| CAPITAL GAIN DIVIDENDS | $71,614 | P | |||||
| CAPITAL GAIN DIVIDENDS | $71,614 | P | |||||
| CAPITAL GAIN DIVIDENDS | $71,614 | P | |||||
| CAPITAL GAIN DIVIDENDS | $71,614 | P | |||||
| CAPITAL GAIN DIVIDENDS | $71,614 | P | |||||
| CAPITAL GAIN DIVIDENDS | $71,614 | P | |||||
| CAPITAL GAIN DIVIDENDS | $71,614 | P | |||||
| CAPITAL GAIN DIVIDENDS | $71,614 | P | |||||
| CAPITAL GAIN DIVIDENDS | $71,614 | P | |||||
| CAPITAL GAIN DIVIDENDS | $71,614 | P | |||||
| CAPITAL GAIN DIVIDENDS | $71,614 | P | |||||
| CAPITAL GAIN DIVIDENDS | $71,614 | P | |||||
| CAPITAL GAIN DIVIDENDS | $71,614 | P | |||||
| CAPITAL GAIN DIVIDENDS | $71,614 | P | |||||
| CAPITAL GAIN DIVIDENDS | $71,614 | P | |||||
| CAPITAL GAIN DIVIDENDS | $71,614 | P | |||||
| CAPITAL GAIN DIVIDENDS | $71,614 | P | |||||
| CAPITAL GAIN DIVIDENDS | $71,614 | P | |||||
| CAPITAL GAIN DIVIDENDS | $71,614 | P | |||||
| CAPITAL GAIN DIVIDENDS | $71,614 | P | |||||
| CAPITAL GAIN DIVIDENDS | $71,614 | P | |||||
| CAPITAL GAIN DIVIDENDS | $71,614 | P | |||||
| CAPITAL GAIN DIVIDENDS | $71,614 | P | |||||
| CAPITAL GAIN DIVIDENDS | $71,614 | P | |||||
| CAPITAL GAIN DIVIDENDS | $71,614 | P | |||||
| CAPITAL GAIN DIVIDENDS | $71,614 | P | |||||
| CAPITAL GAIN DIVIDENDS | $71,614 | P | |||||
| CAPITAL GAIN DIVIDENDS | $71,614 | P | |||||
| CAPITAL GAIN DIVIDENDS | $71,614 | P | |||||
| CAPITAL GAIN DIVIDENDS | $71,614 | P | |||||
| CAPITAL GAIN DIVIDENDS | $71,614 | P | |||||
| CAPITAL GAIN DIVIDENDS | $71,614 | P | |||||
| CAPITAL GAIN DIVIDENDS | $71,614 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $149,146 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,624 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,624 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,624 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,234 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $2,702 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $3,936 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,312 | OverpaymentAmt |
| Applied To ES Tax | $1,312 | 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 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 | 4127629965 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 116 ALLEGHENY CENTER MALL | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15212 | 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 | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 116 Allegheny Center Mall | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 5 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $26,391 | 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 | $2,468,381 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,468,381 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,468,381 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $37,026 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,431,355 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $121,568 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $121,568 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,624 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,624 | TotalTaxAmt |
| Distributable Before Adj | $118,944 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $118,944 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $118,944 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $106,266 | 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 | $106,266 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $118,944 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $85,538 | 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 | $106,266 | QualifyingDistributionsAmt |
| Applied To Year1 | $85,538 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $20,728 | 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 | $98,216 | 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 | 4127625157 | RecipientPhoneNum |
| Form And Info And Materials | PLEASE REFERENCE THE NAME OF THE TRUST IN ALL COMMUNICATIONS SEE FOOTNOTE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | See website: www.pnc.com/en/about-pnc/corporate-responsibility/philant hropy/charitable-trust.html f | SubmissionDeadlinesTxt |
| Restrictions On Awards | See website: www.pnc.com/en/about-pnc/corporate-responsibility/philant hropy/charitable-trust.html for specific information | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 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 |
|---|---|---|---|---|---|---|---|---|
| VISITING NURSE & HOSPICE HOME | ||||||||
| 5910 HOMESTEAD ROAD | FORT WAYNE | IN | 46814 | NONE | PC | GENERAL SUPPORT | $15,000 | |
| Specialty Tutoring | ||||||||
| 12603 COLDWATER RD | Fort Wayne | IN | 46845 | NONE | PC | GENERAL SUPPORT | $15,000 | |
| GiveHear | ||||||||
| 130 W MAIN ST | Fort Wayne | IN | 46802 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| COMMUNITY HARVEST FOOD BANK | ||||||||
| 999 E TILLMAN ROAD | FORT WAYNE | IN | 46816 | NONE | PC | KIDS BACKPACK PROGRAM | $5,000 | OF NORTHEAST INDIANA INC |
| LEAGUE FOR THE BLIND & DISABLED | ||||||||
| 5821 S ANTHONY BLVD | FORT WAYNE | IN | 468163701 | NONE | PC | YOUTH SERVICES PROGRAM | $6,000 | |
| TURNSTONE CENTER FOR CHILDREN AND ADULTS | ||||||||
| 3320 N CLINTON ST | Fort Wayne | IN | 468051918 | NONE | PC | MATCHING GRANT PAYABLE | $20,000 | |
| CANCER SERVICES OF NE INDIANA | ||||||||
| 6316 MUTUAL DR | FORT WAYNE | IN | 46825 | NONE | PC | CHILDREN'S CLIENT ADVOCATE | $5,000 | |
| VINCENT VILLAGE INC | ||||||||
| 2827 HOLTON AVENUE | FT WAYNE | IN | 46806 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| VERA BRADLEY FDN FOR BREAST CANCER | ||||||||
| 12420 SILVERADO DR | ROANOKE | IN | 467839337 | NONE | PC | GIFT - SAPPHIRE LEVEL | $2,500 | |
| INTERFAITH HOSPITALITY NETWORK OF | ||||||||
| 2925 EAST STATE BOULEVARD | FORT WAYNE | IN | 46805 | NONE | PC | PROGRAMMING | $5,000 | GREATER FORT WAYNE INC |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $86,000 | 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 | $53,487 | 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 | $149,146 | 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 | $202,633 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $202,633 | 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 (34 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 00769G543 CAMBIAR INTL EQUITY | AT COST | $58,733 | $57,280 |
| 01878T848 AB CONCENTRATED GROW | |||
| 09252M883 BLACKROCK TOTAL RETU | AT COST | $58,137 | $55,658 |
| 24610C840 DELAWARE VALUE FUND- | AT COST | $127,414 | $128,137 |
| 316092857 FIDELITY REAL ESTATE | AT COST | $44,061 | $66,529 |
| 317609295 SEAFARER OVERSEAS GR | AT COST | $91,105 | $85,124 |
| 413838657 OAKMARK INTL SM CAP- | |||
| 46090E103 INVESCO QQQ TRUST ET | AT COST | $86,535 | $125,801 |
| 461418444 WCM FOCUSED INTL GRO | AT COST | $64,134 | $92,157 |
| 464287200 ISHARES CORE S&P 500 | AT COST | $196,408 | $236,826 |
| 46432F842 ISHARES CORE MSCI EA | AT COST | $91,471 | $91,962 |
| 52106N459 LAZARD GLOBAL LISTED | |||
| 543069405 LONGLEAF PARTNERS FD | AT COST | $66,241 | $54,329 |
| 552746364 MFS EMERGING MKTS DE | AT COST | $152,540 | $136,643 |
| 557492485 MADISON MID CAP FUND | AT COST | $51,371 | $70,509 |
| 592905749 METROPOLITAN WEST UN | AT COST | $47,527 | $44,855 |
| 74256W584 PRINCIPAL MIDCAP FUN | AT COST | $50,813 | $70,662 |
| 74440Y884 PGIM HIGH YIELD FUND | AT COST | $130,266 | $123,718 |
| 77958B105 T ROWE PRICE INSTITU | |||
| 89154Q562 TOUCHSTONE SANDS EM | |||
| 89355J656 TRANSAMERICA SM CAP | AT COST | $47,552 | $50,744 |
| 89609H704 TRIBUTARY SMALL COMP | AT COST | $43,009 | $51,544 |
| 90386H404 LYRICAL US VALUE EQU | AT COST | $63,162 | $69,128 |
| 936793686 WASATCH INTL OPPORTU | AT COST | $53,058 | $50,738 |
| 957663503 WESTERN ASSET CORE P | |||
| 97717X669 WISDOMTREE U.S. QUAL | |||
| 00171A852 AMG RR SM CAP VAL-I | AT COST | $34,395 | $35,861 |
| 01878T855 ALLIANCE BERNSTEIN C | AT COST | $99,267 | $133,837 |
| 413838566 OAKMARK INTL SM CAP- | AT COST | $43,018 | $49,556 |
| 52106N616 LAZARD US CONCENTRAT | AT COST | $68,790 | $71,488 |
| 77958B402 T ROWE PRICE INSTITU | AT COST | $129,488 | $125,594 |
| 89154M702 TOUCHSTONE SANDS EM | AT COST | $78,492 | $70,893 |
| 94987W513 ALLSPRING SPECIAL MI | AT COST | $51,593 | $53,096 |
| 957663669 WESTERN ASSET CORE P | AT COST | $59,170 | $55,032 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| ROUNDING ADJ. FOR SALES AND TRANSACTIONS | $2 |
| 2021 TRANSACTION POSTED IN 2022 | $1,934 |
| COST BASIS ADJUSTMENT | $109 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRANTMAKING FEES | Desc |
| Revenue And Expenses Per Books | $7,071 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,071 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| 2020 TRANSACTION POSTED IN 2021 | $1,825 |
| PRIOR YEAR ADJUSTMENT | $1,883 |
| PRIOR YEAR WASH SALE ADJUSTMENT | $1,389 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $814 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $1,234 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $509 | $509 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $149 | $149 | $0 |