KENT FAMILY FOUNDATION 34-A106-00: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- KENT FAMILY FOUNDATION 34-A106-00 (EIN 35-2016376)
- Tax period
- 2020-06-01 to 2021-05-31
- Filed
- 2021-09-10
- IRS object ID
- 202132539349100903
- Schema version
- 2020v4.1
- 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 Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-09-10T08:00:16-05:00 | ReturnTs |
| Tax Period End | 2021-05-31 | 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 | 2020-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 352016376 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KENT FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KENT | BusinessNameControlTxt |
| Phone | 4128076328 | 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 | 4128076328 | PhoneNum |
| Signature | 2021-08-31 | 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 | 2021-08-31 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $584,195 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $9,821 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,644 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,908 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $125,840 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,908 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $56 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $20,785 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $20,552 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $7,188 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $5,750 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,438 | 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 | $210 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $210 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $7,398 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,960 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,438 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $50,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $50,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $57,398 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,960 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $51,438 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$36,613 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $14,592 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $52,885 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,122 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,122 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $461,291 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $469,944 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $577,073 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $514,176 | TotalAssetsBOYAmt |
| Total Assets EOY | $477,066 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $584,195 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $514,176 | CapitalStockBOYAmt |
| Capital Stock EOY | $477,066 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $514,176 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $477,066 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $514,176 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $477,066 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $514,176 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$36,613 | ExcessRevenueOverExpensesAmt |
| Other Increases | $272 | OtherIncreasesAmt |
| Subtotal | $477,835 | SubtotalAmt |
| Other Decreases | $769 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $477,066 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (94 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 53.78 CAMBIAR INTL EQUITY FUND-INS | 2018-03-20 | 2020-07-01 | $1,218 | $1,525 | -$307 | -$307 | |
| 2.675 BLACKROCK TOTAL RETURN-I | 2018-03-20 | 2020-07-01 | $33 | $30 | $3 | $3 | |
| 99. FIDELITY REAL ESTATE ETF ETF | 2020-05-28 | 2020-07-01 | $2,349 | $2,292 | $57 | $57 | |
| 32.164 SEAFARER OVERSEAS GROWTH & INCOME INSTL CLASS | 2018-03-20 | 2020-07-01 | $364 | $439 | -$75 | -$75 | |
| 5.269 OAKMARK INTL SM CAP-INST 2888 | 2018-03-20 | 2020-07-01 | $67 | $91 | -$24 | -$24 | |
| 84.675 WCM FOCUSED INTL GROWTH-INS | 2018-10-24 | 2020-07-01 | $1,689 | $1,243 | $446 | $446 | |
| 4. ISHARES CORE MSCI EAFE ETF ETF | 2019-10-24 | 2020-07-01 | $229 | $251 | -$22 | -$22 | |
| 24.152 MFS EMERGING MKTS DEBT FD-R6 | 2019-07-05 | 2020-07-01 | $348 | $358 | -$10 | -$10 | |
| 3.535 METROPOLITAN WEST UNCONSTRAINED BOND FUND CLASS I | 2019-07-05 | 2020-07-01 | $42 | $42 | |||
| 1.317 PRINCIPAL MIDCAP FUND-R6 | 2018-03-20 | 2020-07-01 | $39 | $36 | $3 | $3 | |
| 76.093 TOUCHSTONE SANDS EM GR-INST FUND 565 | 2018-03-20 | 2020-07-01 | $1,181 | $1,065 | $116 | $116 | |
| 59.967 TOUCHSTONE SM CAP VAL-INST | 2020-05-28 | 2020-07-01 | $1,198 | $1,212 | -$14 | -$14 | |
| 831.251 TOUCHSTONE SM CAP VAL-INST | 2020-07-01 | $16,600 | $21,323 | -$4,723 | -$4,723 | ||
| 78.297 WASATCH INTL OPPORTUNIT-INST | 2018-03-20 | 2020-07-01 | $318 | $278 | $40 | $40 | |
| 662.202 WELLS FARGO SPECIAL US MID CAP VALUE I | 2020-07-01 | $22,634 | $20,240 | $2,394 | $2,394 | ||
| 2.015 WESTERN ASSET CORE PLUS BOND FD CLASS I FD 287 | 2018-03-20 | 2020-07-01 | $25 | $23 | $2 | $2 | |
| 7.006 CAMBIAR INTL EQUITY FUND-INS | 2018-03-20 | 2020-12-29 | $188 | $199 | -$11 | -$11 | |
| 9.574 AB CONCENTRATED GROWTH-ADV | 2020-07-01 | 2020-12-29 | $482 | $407 | $75 | $75 | |
| 1.735 AB CONCENTRATED GROWTH-ADV | 2018-03-20 | 2020-12-29 | $87 | $62 | $25 | $25 | |
| 74.025 SEAFARER OVERSEAS GROWTH & INCOME INSTL CLASS | 2018-03-20 | 2020-12-29 | $1,076 | $1,010 | $66 | $66 | |
| 129.073 OAKMARK INTL SM CAP-INST 2888 | 2018-03-20 | 2020-12-29 | $2,192 | $2,237 | -$45 | -$45 | |
| 9. INVESCO QQQ TRUST ETF | 2020-07-01 | 2020-12-29 | $2,830 | $2,244 | $586 | $586 | |
| 76.835 WCM FOCUSED INTL GROWTH-INS | 2018-10-24 | 2020-12-29 | $1,898 | $1,128 | $770 | $770 | |
| 2. ISHARES TR S&P 500 INDEX FD | 2018-03-20 | 2020-12-29 | $750 | $547 | $203 | $203 | |
| 9. ISHARES CORE MSCI EAFE ETF ETF | 2019-10-24 | 2020-12-29 | $629 | $565 | $64 | $64 | |
| 22.394 MADISON MID CAP FUND-R6 | 2020-12-29 | $279 | $236 | $43 | $43 | ||
| 31.346 PRINCIPAL MIDCAP FUND-R6 | 2018-03-20 | 2020-12-29 | $1,119 | $867 | $252 | $252 | |
| 94.093 TOUCHSTONE SANDS EM GR-INST FUND 565 | 2018-03-20 | 2020-12-29 | $2,015 | $1,317 | $698 | $698 | |
| 107.202 TRANSAMERICA SM CAP GROW-I2 | 2019-10-24 | 2020-12-29 | $872 | $721 | $151 | $151 | |
| 91.421 TRIBUTARY SMALL COMPANY FD INST PLUS FD 1705 | 2018-03-20 | 2020-12-29 | $2,706 | $2,654 | $52 | $52 | |
| 195.134 WASATCH INTL OPPORTUNIT-INST | 2018-03-20 | 2020-12-29 | $1,021 | $693 | $328 | $328 | |
| 4. WISDOMTREE U.S. QUALITY DIVI ETF | 2020-07-01 | 2020-12-29 | $215 | $183 | $32 | $32 | |
| 717.908 CAMBIAR INTL EQUITY FUND-INS | 2018-03-20 | 2021-03-24 | $19,541 | $20,360 | -$819 | -$819 | |
| 16.094 AB CONCENTRATED GROWTH-ADV | 2018-03-20 | 2021-03-24 | $853 | $578 | $275 | $275 | |
| 680.805 DELAWARE VALUE FUND-R6 | 2021-03-24 | $15,788 | $14,623 | $1,165 | $1,165 | ||
| 41. FIDELITY REAL ESTATE ETF ETF | 2020-12-29 | 2021-03-24 | $1,112 | $1,034 | $78 | $78 | |
| 134.678 OAKMARK INTL SM CAP-INST 2888 | 2018-03-20 | 2021-03-24 | $2,482 | $2,334 | $148 | $148 | |
| 245.971 WCM FOCUSED INTL GROWTH-INS | 2018-10-24 | 2021-03-24 | $5,925 | $3,611 | $2,314 | $2,314 | |
| 1. ISHARES TR S&P 500 INDEX FD | 2018-03-20 | 2021-03-24 | $394 | $274 | $120 | $120 | |
| 60. ISHARES CORE MSCI EAFE ETF ETF | 2019-10-24 | 2021-03-24 | $4,297 | $3,770 | $527 | $527 | |
| 19.05 MADISON MID CAP FUND-R6 | 2018-03-20 | 2021-03-24 | $248 | $194 | $54 | $54 | |
| 7.546 MADISON MID CAP FUND-R6 | 2020-07-01 | 2021-03-24 | $98 | $79 | $19 | $19 | |
| 3.207 PRINCIPAL MIDCAP FUND-R6 | 2018-03-20 | 2021-03-24 | $118 | $89 | $29 | $29 | |
| 17.542 TRANSAMERICA SM CAP GROW-I2 | 2019-10-24 | 2021-03-24 | $147 | $118 | $29 | $29 | |
| 46.428 TRIBUTARY SMALL COMPANY FD INST PLUS FD 1705 | 2018-03-20 | 2021-03-24 | $1,531 | $1,348 | $183 | $183 | |
| 218.164 WASATCH INTL OPPORTUNIT-INST | 2018-03-20 | 2021-03-24 | $1,113 | $774 | $339 | $339 | |
| 5. WISDOMTREE U.S. QUALITY DIVI ETF | 2020-07-01 | 2021-03-24 | $281 | $228 | $53 | $53 | |
| CAPITAL GAIN DIVIDENDS | $5,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,219 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,908 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $203 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $203 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $203 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $132 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $132 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $71 | 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 | N/A | 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 | 4128076328 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 609 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152309738 | 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 NA | 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 | $7,188 | 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 | $559,744 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $559,744 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $559,744 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,396 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $551,348 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $27,567 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $27,567 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $203 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $203 | TotalTaxAmt |
| Distributable Before Adj | $27,364 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $27,364 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $27,364 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $51,438 | 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 | $51,438 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $51,438 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $27,364 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $120,779 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $120,779 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $51,438 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $27,364 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $24,074 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $144,853 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $144,853 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $120,779 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $24,074 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | AARON AUNE PNC BANK | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1900 E 9TH STREET MAIL STOP B7-YB | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2162223226 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN REQUESTS SHOULD INCLUDE THE PURPOSE FOR WHICH THE GRANT WILL BE USED AND A COPY OF THE ORGANIZATION'S IRS EXEMPTION LETTER. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PLAYING FIELD INC | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3910 MINERAL POINT RD | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53705 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL SUPPORT | GrantOrContributionPurposeTxt |
| Amt | $50,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $50,000 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,821 | 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 | $10,908 | 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 | $56 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $20,785 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $20,785 | 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 (28 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS - FIXED INCOME | |||
| MUTUAL FUNDS - EQUITY | |||
| 00769G543 CAMBIAR INTL EQUITY | AT COST | $12,932 | $14,972 |
| 01878T848 AB CONCENTRATED GROW | AT COST | $20,660 | $33,106 |
| 09252M883 BLACKROCK TOTAL RETU | AT COST | $13,575 | $14,015 |
| 24610C840 DELAWARE VALUE FUND- | AT COST | $20,386 | $24,039 |
| 316092857 FIDELITY REAL ESTATE | AT COST | $20,167 | $27,738 |
| 317609295 SEAFARER OVERSEAS GR | AT COST | $20,819 | $23,540 |
| 413838657 OAKMARK INTL SM CAP- | AT COST | $11,586 | $15,551 |
| 46090E103 INVESCO QQQ TRUST | AT COST | $28,496 | $38,068 |
| 461418444 WCM FOCUSED INTL GRO | AT COST | $14,270 | $26,110 |
| 464287200 ISHARES CORE S&P 500 | AT COST | $13,413 | $20,661 |
| 46432F842 ISHARES CORE MSCI EA | AT COST | $10,931 | $13,440 |
| 52106N459 LAZARD GLOBAL LISTED | AT COST | $33,440 | $35,599 |
| 543069405 LONGLEAF PARTNERS FD | AT COST | $13,945 | $14,457 |
| 552746364 MFS EMERGING MKTS DE | AT COST | $33,383 | $33,924 |
| 557492485 MADISON MID CAP FUND | AT COST | $17,485 | $24,134 |
| 592905749 METROPOLITAN WEST UN | AT COST | $11,055 | $11,203 |
| 74256W584 PRINCIPAL MIDCAP FUN | AT COST | $18,344 | $27,167 |
| 74440Y884 PGIM HIGH YIELD FUND | AT COST | $30,314 | $31,014 |
| 77958B105 T ROWE PRICE INSTITU | AT COST | $31,332 | $30,742 |
| 89154Q562 TOUCHSTONE SANDS EM | AT COST | $15,462 | $20,371 |
| 89355J656 TRANSAMERICA SM CAP | AT COST | $13,151 | $17,125 |
| 89609H704 TRIBUTARY SMALL COMP | AT COST | $16,172 | $21,121 |
| 90386H404 LYRICAL US VALUE EQU | AT COST | $13,945 | $15,601 |
| 936793686 WASATCH INTL OPPORTU | AT COST | $7,479 | $11,524 |
| 957663503 WESTERN ASSET CORE P | AT COST | $13,589 | $14,132 |
| 97717X669 WISDOMTREE U.S. QUAL | AT COST | $13,613 | $17,719 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| ROUNDING ADJ FOR SALES AND TRANSACTIONS | $8 |
| RETURN OF CAPITAL ADJUSTMENT | $330 |
| 2020 TRANSACTION POSTED IN 2021 | $431 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Revenue And Expenses Per Books | $56 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| COST BASIS ADJUSTMENT - SALES | $86 |
| 2019 SALES POSTED IN 2020 | $186 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES ON QUALIFIED FOR | $129 | $129 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $81 | $81 | $0 |