PARROT CHARITABLE FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- PARROT CHARITABLE FOUNDATION (EIN 35-6598565)
- Tax period
- 2019-11-01 to 2020-10-31
- Filed
- 2021-01-21
- IRS object ID
- 202110219349100901
- Schema version
- 2019v5.0
- 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 Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-01-21T15:00:10-06:00 | ReturnTs |
| Tax Period End | 2020-10-31 | 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 | 155 N WACKER DR | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-11-01 | 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 | 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 BY | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 4127629965 | PhoneNum |
| Signature | 2021-01-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JACOB J ZEHNDER | PreparerPersonNm |
| PTIN | P01564049 | PTIN |
| Phone | 8445222059 | PhoneNum |
| Preparation | 2021-01-18 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $916,813 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $21,005 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $21,005 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$21,747 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $195,125 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $3,985 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $3,243 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $21,005 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $10,154 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $5,077 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $5,077 | 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 | $427 | TaxesRevAndExpnssAmt |
| 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 | $5,689 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $5,689 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $16,270 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,077 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,766 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $39,946 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $39,946 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $56,216 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,077 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $50,712 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$52,973 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $15,928 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $46,129 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $34,362 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $34,362 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $901,318 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $859,932 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $882,451 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $947,447 | TotalAssetsBOYAmt |
| Total Assets EOY | $894,294 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $916,813 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $944,763 | CapitalStockBOYAmt |
| Capital Stock EOY | $892,609 | CapitalStockEOYAmt |
| Retained Earning BOY | $2,684 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,685 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $947,447 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $894,294 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $947,447 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $894,294 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $947,447 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$52,973 | ExcessRevenueOverExpensesAmt |
| Other Increases | $592 | OtherIncreasesAmt |
| Subtotal | $895,066 | SubtotalAmt |
| Other Decreases | $772 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $894,294 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (39 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 1413.882 H&W MID CAP VAL OPPORT-Z | 2020-03-12 | $25,280 | $51,428 | -$26,148 | -$26,148 | ||
| 202.917 H&W MID CAP VAL OPPORT-Z | 2020-03-12 | $3,628 | $6,070 | -$2,442 | -$2,442 | ||
| 993. SCHWAB US REIT ETF | 2020-04-24 | $32,649 | $37,611 | -$4,962 | -$4,962 | 2018-03-20 | |
| 98.287 AB CONCENTRATED GROWTH-ADV | 2020-07-01 | $4,181 | $3,531 | $650 | $650 | 2018-03-20 | |
| 34.385 BLACKROCK TOTAL RETURN-I | 2020-07-01 | $426 | $405 | $21 | $21 | 2019-07-05 | |
| 81.813 BLACKROCK TOTAL RETURN-I | 2020-07-01 | $1,014 | $932 | $82 | $82 | 2018-03-20 | |
| 79.702 SEAFARER OVERSEAS GROWTH & INCOME INSTL CLASS | 2020-07-01 | $901 | $1,088 | -$187 | -$187 | 2018-03-20 | |
| 461.839 WCM FOCUSED INTL GROWTH-INS | 2020-07-01 | $9,214 | $6,780 | $2,434 | $2,434 | 2018-10-24 | |
| 9. ISHARES TR S&P 500 INDEX FD | 2020-07-01 | $2,805 | $2,464 | $341 | $341 | 2018-03-20 | |
| 50.485 MFS EMERGING MKTS DEBT FD-R6 | 2020-07-01 | $728 | $749 | -$21 | -$21 | 2019-07-05 | |
| 27.958 METROPOLITAN WEST UNCONSTRAINED BOND FUND CLASS I | 2020-07-01 | $328 | $333 | -$5 | -$5 | 2019-07-05 | |
| 27.475 PRINCIPAL MIDCAP FUND-R6 | 2020-07-01 | $810 | $760 | $50 | $50 | 2018-03-20 | |
| 271.004 TOUCHSTONE SANDS EM GR-INST FUND 565 | 2020-07-01 | $4,206 | $3,794 | $412 | $412 | 2018-03-20 | |
| 5.93 TOUCHSTONE SM CAP VAL-INST | 2020-07-01 | $118 | $143 | -$25 | -$25 | ||
| 1608.339 TOUCHSTONE SM CAP VAL-INST | 2020-07-01 | $32,119 | $41,292 | -$9,173 | -$9,173 | ||
| 85.176 TRANSAMERICA SM CAP GROW-I2 | 2020-07-01 | $573 | $573 | 2019-10-24 | |||
| 910.138 WASATCH INTL OPPORTUNIT-INST | 2020-07-01 | $3,695 | $3,231 | $464 | $464 | 2018-03-20 | |
| 1111.617 WELLS FARGO SPECIAL US MID CAP VALUE I | 2020-07-01 | $37,995 | $32,837 | $5,158 | $5,158 | 2020-03-12 | |
| 74.002 WESTERN ASSET CORE PLUS BOND FD CLASS I FD 287 | 2020-07-01 | $912 | $850 | $62 | $62 | 2018-03-20 | |
| 16.738 WESTERN ASSET CORE PLUS BOND FD CLASS I FD 287 | 2020-07-01 | $206 | $199 | $7 | $7 | 2019-07-05 | |
| 74.168 CAMBIAR INTL EQUITY FUND-INS | 2020-09-18 | $1,800 | $2,103 | -$303 | -$303 | 2018-03-20 | |
| 49.634 AB CONCENTRATED GROWTH-ADV | 2020-09-18 | $2,284 | $1,783 | $501 | $501 | 2018-03-20 | |
| 12.638 DELAWARE VALUE FUND-R6 | 2020-09-18 | $246 | $276 | -$30 | -$30 | 2019-07-05 | |
| 112.449 SEAFARER OVERSEAS GROWTH & INCOME INSTL CLASS | 2020-09-18 | $1,419 | $1,535 | -$116 | -$116 | 2018-03-20 | |
| 126.51 OAKMARK INTL SM CAP-INST 2888 | 2020-09-18 | $1,767 | $2,192 | -$425 | -$425 | 2018-03-20 | |
| 10. INVESCO QQQ TRUST ETF | 2020-09-18 | $2,685 | $2,494 | $191 | $191 | 2020-07-01 | |
| 88.527 WCM FOCUSED INTL GROWTH-INS | 2020-09-18 | $1,889 | $1,300 | $589 | $589 | 2018-10-24 | |
| 4. ISHARES TR S&P 500 INDEX FD | 2020-09-18 | $1,344 | $1,095 | $249 | $249 | 2018-03-20 | |
| 16. ISHARES CORE MSCI EAFE ETF ETF | 2020-09-18 | $990 | $1,005 | -$15 | -$15 | 2019-10-24 | |
| 35.176 MADISON MID CAP FUND-R6 | 2020-09-18 | $397 | $358 | $39 | $39 | 2018-03-20 | |
| 75.907 MADISON MID CAP FUND-R6 | 2020-09-18 | $858 | $799 | $59 | $59 | 2020-07-01 | |
| 60.004 PRINCIPAL MIDCAP FUND-R6 | 2020-09-18 | $1,906 | $1,659 | $247 | $247 | 2018-03-20 | |
| 25.355 PGIM HIGH YIELD FUND CLASS R6 | 2020-09-18 | $136 | $139 | -$3 | -$3 | 2019-07-05 | |
| 117.56 TOUCHSTONE SANDS EM GR-INST FUND 565 | 2020-09-18 | $2,094 | $1,646 | $448 | $448 | 2018-03-20 | |
| 36.007 TRANSAMERICA SM CAP GROW-I2 | 2020-09-18 | $253 | $242 | $11 | $11 | 2019-10-24 | |
| 15.466 TRIBUTARY SMALL COMPANY FD INST PLUS FD 1705 | 2020-09-18 | $363 | $449 | -$86 | -$86 | 2018-03-20 | |
| 459.44 WASATCH INTL OPPORTUNIT-INST | 2020-09-18 | $2,146 | $1,631 | $515 | $515 | 2018-03-20 | |
| 24. WISDOMTREE U.S. QUALITY DIVI ETF | 2020-09-18 | $1,187 | $1,096 | $91 | $91 | 2020-07-01 | |
| CAPITAL GAIN DIVIDENDS | $9,573 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$21,747 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $44,004 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $945,852 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046523 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $44,272 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $968,935 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.045691 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $41,286 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $913,615 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04519 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $43,881 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $870,521 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050408 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $42,849 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $918,165 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046668 | DistributionYr5Rt |
| Total Distribution | 0.23448 | TotalDistributionRt |
| Average Distribution | 0.046896 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $918,460 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $43,072 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $159 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $43,231 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $50,712 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $159 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $159 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $159 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $855 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $855 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $696 | OverpaymentAmt |
| Applied To ES Tax | $160 | AppliedToESTaxAmt |
| Refund | $536 | 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 | 4127629965 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 116 ALLEGHENY CENTER MALL P8-YB35- | 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 | 2 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $10,154 | 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 | $932,447 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $932,447 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $932,447 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,987 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $918,460 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $45,923 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $45,923 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $159 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $159 | TotalTaxAmt |
| Distributable Before Adj | $45,764 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $45,764 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $45,764 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $50,712 | 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 | $50,712 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $159 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $50,553 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $45,764 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $39,946 | 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 | $50,712 | QualifyingDistributionsAmt |
| Applied To Year1 | $39,946 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $10,766 | 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 | $34,998 | 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 | 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/phil- -anthropy/charitable-trusts.htm | SubmissionDeadlinesTxt |
| Restrictions On Awards | See website: www.pnc.com/en/about-pnc/corporate-responsibility/phil- -anthropy/charitable-trusts.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 |
|---|---|---|---|---|---|---|---|
| BLESSINGS IN A BACKPACK INC | |||||||
| 111 EAST WAYNE STREET STE 555 | Fort Wayne | IN | 468022600 | NONE | PC | GENERAL SUPPORT | $3,500 |
| SCAN INC | |||||||
| 500 W MAIN ST | FORT WAYNE | IN | 468021406 | NONE | PC | FAMILY PRESERVATION | $5,000 |
| EARLY CHILDHOOD ALLIANCE INC | |||||||
| 3320 FAIRFIELD AVENUE | FT WAYNE | IN | 46807 | NONE | PC | TUITION ASSISTANCE | $5,000 |
| CANCER SERVICES OF ALLEN COUNTY | |||||||
| 6316 MUTUAL DR | FORT WAYNE | IN | 468254259 | NONE | PC | CHILD CLIENT ADVOCATE | $3,000 |
| HAROLD W MCMILLEN CENTER FOR HEALTH | |||||||
| 600 JIM KELLEY BLVD | FORT WAYNE | IN | 46816 | NONE | PC | PREVENTIVE HEALTH EDUCATION | $3,500 |
| EUELL A WILSON CENTER INC | |||||||
| 1512 OXFORD STREET | FORT WAYNE | IN | 468063612 | NONE | PC | GENERAL OPERATIONS | $2,500 |
| CHILDREN'S HOPE INC | |||||||
| 7922 W JEFFERSON BLVD | FORT WAYNE | IN | 468044140 | NONE | PC | OPERATIONS | $3,000 |
| FORT WAYNE ZOOLOGICAL SOCIETY | |||||||
| 3411 SHERMAN BLVD | FORT WAYNE | IN | 468081522 | NONE | PC | JOURNEY TO THE HEART OF THE | $10,000 |
| Wellspring Interfaith Social Services | |||||||
| 1316 BROADWAY | FORT WAYNE | IN | 468023306 | NONE | PC | AFTER SCHOOL PROGRAM | $3,696 |
| LEXI'S VOICE | |||||||
| 2305 WESTBROOK DR | FORT WAYNE | IN | 468053239 | 2020 OPERATING SUPPORT | $750 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $39,946 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,005 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$21,747 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,985 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,243 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,243 | 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 (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS - FIXED | AT COST | $219,009 | $218,645 |
| MUTUAL FUNDS - EQUITY | AT COST | $640,923 | $663,806 |
| ETF EQUITY |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ADJ. 2019 TRANSACTIONS POSTED TO 2020 | $770 |
| ROUNDING ADJ. | $2 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRANTMAKING FEES | Desc |
| Revenue And Expenses Per Books | $5,689 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,689 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND FROM PRIOR YEAR | Desc |
| Revenue And Expenses Per Books | $3,985 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJ. 2018 TRANSACTIONS POSTED TO 2019 | Desc |
| Amt | $592 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL ESTIMATES - PRINCIPAL | CategoryTxt |
| Amt | $427 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |