PARROT CHARITABLE FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- PARROT CHARITABLE FOUNDATION (EIN 35-6598565)
- Tax period
- 2018-11-01 to 2019-10-31
- Filed
- 2019-12-10
- IRS object ID
- 201933449349100103
- Schema version
- 2018v3.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-12-10T09:00:21-06:00 | ReturnTs |
| Tax Period End | 2019-10-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-11-01 | 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 | 4127685892 | 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 | 4127685892 | PhoneNum |
| Signature | 2019-12-04 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | 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 | $978,998 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $23,127 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $23,127 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $26,133 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $157,642 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $26,133 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $49,260 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $49,260 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $12,984 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $6,492 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $6,492 | 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 | $9,765 | 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 |
| Tot Opr Expenses Rev And Expnss | $22,749 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,492 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,492 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $37,512 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $37,512 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $60,261 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,492 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $44,004 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$11,001 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $42,768 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $51,030 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $46,129 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $46,129 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $907,415 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $901,318 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $932,869 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $958,445 | TotalAssetsBOYAmt |
| Total Assets EOY | $947,447 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $978,998 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $952,665 | CapitalStockBOYAmt |
| Capital Stock EOY | $944,763 | CapitalStockEOYAmt |
| Retained Earning BOY | $5,780 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,684 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $958,445 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $947,447 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $958,445 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $947,447 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $958,445 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$11,001 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3 | OtherIncreasesAmt |
| Subtotal | $947,447 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $947,447 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (44 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 174.619 BLACKROCK TOTAL RETURN-I | 2018-03-20 | 2018-12-27 | $1,956 | $1,989 | -$33 | -$33 | |
| 1. ISHARES TR S&P 500 INDEX FD | 2018-03-20 | 2018-12-27 | $243 | $274 | -$31 | -$31 | |
| 150.043 MFS EMERGING MARKETS DEBT FUND CLASS I | 2018-03-20 | 2018-12-27 | $2,045 | $2,189 | -$144 | -$144 | |
| 136.835 METROPOLITAN WEST UNCONSTRAINED BOND FUND CLASS I | 2018-03-20 | 2018-12-27 | $1,590 | $1,617 | -$27 | -$27 | |
| 417.625 PGIM HIGH YIELD FUND CLASS R6 | 2018-03-20 | 2018-12-27 | $2,130 | $2,264 | -$134 | -$134 | |
| 312.525 T ROWE PRICE INSTITUTIONAL FLOATING RATE FUND | 2018-03-20 | 2018-12-27 | $2,985 | $3,128 | -$143 | -$143 | |
| 138. SCHWAB US REIT ETF | 2018-03-20 | 2018-12-27 | $5,154 | $5,227 | -$73 | -$73 | |
| 150.175 WESTERN ASSET CORE PLUS BOND FD CLASS I FD 287 | 2018-03-20 | 2018-12-27 | $1,677 | $1,726 | -$49 | -$49 | |
| 127.771 AMG MANAGERS LMCG SMALL CAP GROWTH FUND | 2018-03-20 | 2019-07-05 | $2,438 | $2,222 | $216 | $216 | |
| 161.696 AB CONCENTRATED GROWTH-ADV | 2018-03-20 | 2019-07-05 | $6,709 | $5,810 | $899 | $899 | |
| 56.401 OAKMARK INTL SM CAP-INST 2888 | 2018-03-20 | 2019-07-05 | $831 | $977 | -$146 | -$146 | |
| 294.531 WCM FOCUSED INTL GROWTH-INS | 2018-10-24 | 2019-07-05 | $5,163 | $4,324 | $839 | $839 | |
| 4. ISHARES TR S&P 500 INDEX FD | 2018-03-20 | 2019-07-05 | $1,198 | $1,095 | $103 | $103 | |
| 313.166 MADISON MID CAP FUND-R6 | 2018-03-20 | 2019-07-05 | $3,620 | $3,189 | $431 | $431 | |
| 229.213 PRINCIPAL MIDCAP FUND-R6 | 2018-03-20 | 2019-07-05 | $6,915 | $6,338 | $577 | $577 | |
| 18. SCHWAB US REIT ETF | 2018-03-20 | 2019-07-05 | $817 | $682 | $135 | $135 | |
| 33.992 TOUCHSTONE SANDS EM GR-INST FUND 565 | 2018-03-20 | 2019-07-05 | $461 | $476 | -$15 | -$15 | |
| 411.352 WASATCH INTL OPPORTUNIT-INST | 2018-03-20 | 2019-07-05 | $1,485 | $1,460 | $25 | $25 | |
| 45.558 AB CONCENTRATED GROWTH-ADV | 2018-03-20 | 2019-08-29 | $1,871 | $1,637 | $234 | $234 | |
| 160.767 BLACKROCK TOTAL RETURN-I | 2019-07-05 | 2019-08-29 | $1,936 | $1,894 | $42 | $42 | |
| 39.546 DELAWARE VALUE FUND-R6 | 2019-07-05 | 2019-08-29 | $832 | $863 | -$31 | -$31 | |
| 40.826 SEAFARER OVERSEAS GROWTH & INCOME INSTL CLASS | 2018-03-20 | 2019-08-29 | $457 | $557 | -$100 | -$100 | |
| 106.484 WCM FOCUSED INTL GROWTH-INS | 2018-10-24 | 2019-08-29 | $1,853 | $1,563 | $290 | $290 | |
| 5. ISHARES TR S&P 500 INDEX FD | 2018-03-20 | 2019-08-29 | $1,472 | $1,369 | $103 | $103 | |
| 6. ISHARES TR MSCI EAFE IDX | 2018-03-20 | 2019-08-29 | $378 | $420 | -$42 | -$42 | |
| 14.451 LAZARD GLOBAL LISTED INFRASTRUCTURE PORTFOLIO | 2019-07-05 | 2019-08-29 | $220 | $225 | -$5 | -$5 | |
| 59.128 LAZARD GLOBAL LISTED INFRASTRUCTURE PORTFOLIO | 2018-03-20 | 2019-08-29 | $900 | $888 | $12 | $12 | |
| 202.802 MFS EMERGING MKTS DEBT FD-R6 | 2019-07-05 | 2019-08-29 | $2,983 | $3,008 | -$25 | -$25 | |
| 96.474 MADISON MID CAP FUND-R6 | 2018-03-20 | 2019-08-29 | $1,093 | $982 | $111 | $111 | |
| 101.851 METROPOLITAN WEST UNCONSTRAINED BOND FUND CLASS I | 2019-07-05 | 2019-08-29 | $1,216 | $1,212 | $4 | $4 | |
| 69.739 PRINCIPAL MIDCAP FUND-R6 | 2018-03-20 | 2019-08-29 | $2,106 | $1,928 | $178 | $178 | |
| 532.141 PGIM HIGH YIELD FUND CLASS R6 | 2019-07-05 | 2019-08-29 | $2,921 | $2,927 | -$6 | -$6 | |
| 314.861 T ROWE PRICE INSTITUTIONAL FLOATING RATE FUND | 2018-03-20 | 2019-08-29 | $3,092 | $3,152 | -$60 | -$60 | |
| 78. SCHWAB US REIT ETF | 2018-03-20 | 2019-08-29 | $3,594 | $2,954 | $640 | $640 | |
| 15.588 TOUCHSTONE SANDS EM GR-INST FUND 565 | 2018-03-20 | 2019-08-29 | $203 | $218 | -$15 | -$15 | |
| 12.283 TRIBUTARY SMALL COMPANY FD INST PLUS FD 1705 | 2018-03-20 | 2019-08-29 | $332 | $357 | -$25 | -$25 | |
| 265.681 WASATCH INTL OPPORTUNIT-INST | 2018-03-20 | 2019-08-29 | $948 | $943 | $5 | $5 | |
| 149.339 WESTERN ASSET CORE PLUS BOND FD CLASS I FD 287 | 2019-07-05 | 2019-08-29 | $1,810 | $1,777 | $33 | $33 | |
| 43. ISHARES TR MSCI EAFE IDX | 2019-10-23 | $2,866 | $2,582 | $284 | $284 | ||
| 393. ISHARES TR MSCI EAFE IDX | 2018-03-20 | 2019-10-23 | $26,196 | $27,482 | -$1,286 | -$1,286 | |
| 94.415 AMG MANAGERS LMCG SMALL CAP GROWTH FUND | 2019-10-24 | $1,638 | $1,507 | $131 | $131 | ||
| 1475.124 AMG MANAGERS LMCG SMALL CAP GROWTH FUND | 2018-03-20 | 2019-10-24 | $25,593 | $25,652 | -$59 | -$59 | |
| 11.353 HOTCHKIS & WILEY M/C VALUE CL I | 2018-03-20 | 2019-10-24 | $353 | $425 | -$72 | -$72 | |
| CAPITAL GAIN DIVIDENDS | $23,362 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $26,133 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $44,272 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $968,935 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.045691 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $41,286 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $913,615 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04519 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $43,881 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $870,521 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050408 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $42,849 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $918,165 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.046668 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $45,008 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $916,137 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.049128 | DistributionYr5Rt |
| Total Distribution | 0.237085 | TotalDistributionRt |
| Average Distribution | 0.047417 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $945,852 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $44,849 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $428 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $45,277 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $44,004 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $855 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $855 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $855 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,268 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $5,268 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,413 | OverpaymentAmt |
| Applied To ES Tax | $428 | AppliedToESTaxAmt |
| Refund | $3,985 | 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 | 4127685892 | 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 | $12,984 | 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 | $960,256 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $960,256 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $960,256 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,404 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $945,852 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $47,293 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $47,293 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $855 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $855 | TotalTaxAmt |
| Distributable Before Adj | $46,438 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $46,438 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $46,438 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $44,004 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $44,004 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $44,004 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $46,438 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $37,512 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $44,004 | QualifyingDistributionsAmt |
| Applied To Year1 | $37,512 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,492 | 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 | $39,946 | 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 |
|---|---|---|---|---|---|---|---|
| SOULMEDIC MEDIA GROUP INC | |||||||
| 6429 OAKBROOK PKWY | FORT WAYNE | IN | 46825 | NONE | PC | GET SCHOOLED TOUR | $4,012 |
| SCAN INC | |||||||
| 500 W MAIN ST | FORT WAYNE | IN | 468021406 | NONE | PC | FAMILY PRESERVATION | $5,000 |
| HAROLD W MCMILLEN CENTER FOR HEALTH | |||||||
| 600 JIM KELLEY BLVD | FORT WAYNE | IN | 46816 | NONE | PC | PREVENTIVE HEALTH EDUCATION | $3,000 |
| 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 |
| FORT WAYNE SOCIETY OF ST VINCENT DEPAUL | |||||||
| 1600 S CALHOUN STREET | FORT WAYNE | IN | 468025254 | NONE | PC | OPERATIONS | $2,000 |
| Erin's House For Grieving Children | |||||||
| 5670 YMCA PARK DR WEST | Fort Wayne | IN | 46835 | NONE | PC | PEER SUPPORT | $5,000 |
| 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 |
| AMANI FAMILY SERVICES | |||||||
| 5104 N CLINTON ST | FORT WAYNE | IN | 46825 | NONE | PC | CAPITAL CAMPAIGN SUPPORT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $37,512 | 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 | $23,127 | 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 | $26,133 | 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 | $49,260 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $49,260 | 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 | $217,339 | $219,525 |
| MUTUAL FUNDS - EQUITY | AT COST | $683,979 | $713,344 |
| ETF EQUITY |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING ADJ FOR SALES AND TRANSACTIONS | Desc |
| Amt | $3 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $4,497 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $5,268 | $0 | $0 |