PARROT CHARITABLE FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- PARROT CHARITABLE FOUNDATION (EIN 35-6598565)
- Tax period
- 2017-11-01 to 2018-10-31
- Filed
- 2019-03-13
- IRS object ID
- 201900729349100020
- Schema version
- 2017v2.2
- 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 | 2019-03-13T19:01:59-05:00 | ReturnTs |
| Tax Period End | 2018-10-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-11-01 | 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 | 4127623792 | 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 | 4127623792 | PhoneNum |
| Signature | 2018-11-06 | SignatureDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 161.150.46.68 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | F3877D7D1EBD0EA400D6E1B6800D50C712CC6CC0 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 3BB8C0E9FEC78F69228AD1801D614A994052CE46 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $932,745 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $19,978 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $19,978 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $248,565 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,009,404 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $248,565 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $268,543 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $268,543 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $10,543 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $5,271 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $5,272 | 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 | $885 | 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 | $11,428 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,271 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,272 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $39,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $39,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $50,428 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,271 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $44,272 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $218,115 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $263,272 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $30,596 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $51,030 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $51,030 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $709,738 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $907,415 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $881,715 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $740,334 | TotalAssetsBOYAmt |
| Total Assets EOY | $958,445 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $932,745 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $736,405 | CapitalStockBOYAmt |
| Capital Stock EOY | $952,665 | CapitalStockEOYAmt |
| Retained Earning BOY | $3,929 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,780 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $740,334 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $958,445 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $740,334 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $958,445 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $740,334 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $218,115 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $958,449 | SubtotalAmt |
| Other Decreases | $4 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $958,445 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (36 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 25.79 BLACKROCK STRATEGIC INCOME EXCH 09/17/18 | 2014-12-23 | 2018-03-13 | $257 | $261 | -$4 | -$4 | |
| 46.429 GOLDMAN SACHS ABSOLUTE RETURN TRACKER FUND CL I | 2018-03-13 | $449 | $427 | $22 | $22 | ||
| 32.685 MFS VALUE FUND CLASS I FUND 893 | 2018-03-13 | $1,350 | $1,088 | $262 | $262 | ||
| 5.32 MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND CLASS I | 2014-12-10 | 2018-03-13 | $104 | $103 | $1 | $1 | |
| 18.397 ROWE T PRICE VALUE FD INC COM | 2018-03-13 | $698 | $607 | $91 | $91 | ||
| 1746.193 ALLIANCEBERNSTEIN GLOBAL BD FD INC ADV FD 456 | 2016-08-03 | 2018-03-20 | $14,476 | $14,965 | -$489 | -$489 | |
| 931.47 BAIRD MIDCAP INST | 2016-03-31 | 2018-03-20 | $19,067 | $14,000 | $5,067 | $5,067 | |
| 2252.792 BLACKROCK STRATEGIC INCOME EXCH 09/17/18 | 2018-03-20 | $22,370 | $23,078 | -$708 | -$708 | ||
| 181. XTRACKERS MSCI JAPAN HEDGED ETF | 2015-05-21 | 2018-03-20 | $7,554 | $7,969 | -$415 | -$415 | |
| 735. XTRACKERS MSCI EUROPE HEDGED ETF | 2015-05-21 | 2018-03-20 | $20,256 | $22,064 | -$1,808 | -$1,808 | |
| 983. XTRACKERS MSCI EUROPE HEDGED ETF | 2017-04-21 | 2018-03-20 | $27,091 | $26,338 | $753 | $753 | |
| 5535.533 DODGE & COX INCOME FUND | 2018-03-20 | $75,173 | $72,826 | $2,347 | $2,347 | ||
| 1195.326 GOLDMAN SACHS ABSOLUTE RETURN TRACKER FUND CL I | 2018-03-20 | $11,511 | $10,804 | $707 | $707 | ||
| 542.738 HARBOR FD INTL FD | 2004-08-18 | 2018-03-20 | $36,640 | $19,984 | $16,656 | $16,656 | |
| 694.806 HARBOR FD CAP APPRECIATION FD | 2016-04-12 | 2018-03-20 | $52,986 | $40,000 | $12,986 | $12,986 | |
| 110. IWP ISHARES RUSSELL MIDCAP GRWTH FD | 2011-10-28 | 2018-03-20 | $13,950 | $6,353 | $7,597 | $7,597 | |
| 70. ISHARES TR S&P SMLCP GROW | 2014-03-10 | 2018-03-20 | $12,483 | $8,499 | $3,984 | $3,984 | |
| 303. ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND | 2018-03-20 | $32,623 | $33,759 | -$1,136 | -$1,136 | ||
| 140. ISHARES INTERMEDIATE-TERM CORPORATE BOND | 2013-08-21 | 2018-03-20 | $14,938 | $14,972 | -$34 | -$34 | |
| 100. ISHARES SHORT-TERM CORPORATE BOND ETF | 2013-09-19 | 2018-03-20 | $10,361 | $10,537 | -$176 | -$176 | |
| 135. ISHARES EDGE MSCI USA QUALITY FACTOR ETF | 2017-08-22 | 2018-03-20 | $11,476 | $10,044 | $1,432 | $1,432 | |
| 135. ISHARES EDGE MSCI USA VALUE FACTOR ETF | 2017-08-22 | 2018-03-20 | $11,415 | $9,951 | $1,464 | $1,464 | |
| 1382.264 LITMAN GREGORY MASTERS INTERNATIONAL FUND CLASS IS | 2018-03-20 | $24,577 | $17,443 | $7,134 | $7,134 | ||
| 3696.698 MFS VALUE FUND CLASS I FUND 893 | 2018-03-20 | $149,790 | $87,822 | $61,968 | $61,968 | ||
| 1300.579 MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND CLASS I | 2013-08-21 | 2018-03-20 | $24,854 | $23,358 | $1,496 | $1,496 | |
| 2059. T ROWE PRICE GROWTH STOCK FUND | 2004-11-19 | 2018-03-20 | $139,868 | $52,957 | $86,911 | $86,911 | |
| 3528.732 PRUDENTIAL TOTAL RETURN BOND CLASS R6 | 2015-07-13 | 2018-03-20 | $50,002 | $50,000 | $2 | $2 | |
| 909.775 ROWE T PRICE VALUE FD INC COM | 2018-03-20 | $33,944 | $29,198 | $4,746 | $4,746 | ||
| 476.963 ROYCE FD TOTAL RETURN | 2018-03-20 | $6,439 | $5,559 | $880 | $880 | ||
| 1006.336 VANGUARD INFLATION PROTECTED SECURITIES FUND ADMIRAL SHS | 2016-09-21 | 2018-03-20 | $25,209 | $27,000 | -$1,791 | -$1,791 | |
| 500. VANGUARD FTSE EMERGING MARKETS ETF | 2011-10-13 | 2018-03-20 | $23,909 | $19,800 | $4,109 | $4,109 | |
| 2330.987 VIRTUS SEIX FLOATING RATE HIGH INCOME FUND CLASS I | 2016-08-03 | 2018-03-20 | $20,350 | $20,023 | $327 | $327 | |
| 577.849 WELLS FARGO SPECIAL US MID CAP VALUE I | 2016-05-13 | 2018-03-20 | $21,848 | $18,000 | $3,848 | $3,848 | |
| 270. WISDOMTREE U.S. QUALITY DIVI ETF | 2017-08-22 | 2018-03-20 | $11,155 | $9,947 | $1,208 | $1,208 | |
| 2751.91 DREYFUS INTERNATIONAL STOCK FUND CL I 6157 | 2018-03-20 | 2018-10-24 | $46,893 | $51,103 | -$4,210 | -$4,210 | |
| CAPITAL GAIN DIVIDENDS | $33,338 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $248,565 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $41,286 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $913,615 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04519 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $43,881 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $870,521 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050408 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $42,849 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $918,165 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046668 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $45,008 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $916,137 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049128 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $40,268 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $844,165 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047702 | DistributionYr5Rt |
| Total Distribution | 0.239096 | TotalDistributionRt |
| Average Distribution | 0.047819 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $968,935 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $46,334 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,633 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $48,967 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $44,272 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,265 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,265 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,265 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $768 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $768 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $4,497 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | SEE FOOTNOTE | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PNC BANK NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4127623792 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PNC BANK NA | BusinessNameLine1Txt |
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 | $10,543 | 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 | $983,690 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $983,690 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $983,690 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,755 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $968,935 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $48,447 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $48,447 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,265 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,265 | TotalTaxAmt |
| Distributable Before Adj | $43,182 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $43,182 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $43,182 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $44,272 | 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 | $44,272 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $44,272 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $43,182 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $38,602 | 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 | $44,272 | QualifyingDistributionsAmt |
| Applied To Year1 | $38,602 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,670 | 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 | $37,512 | 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 | $2,500 |
| SCAN INC | |||||||
| 500 W MAIN ST | FORT WAYNE | IN | 468021406 | NONE | PC | 2017 UNRESTRICTED GIFT | $2,500 |
| SOULMEDIC MEDIA GROUP INC | |||||||
| 6429 OAKBROOK PKWY | FORT WAYNE | IN | 46825 | NONE | PC | GET SCHOOLED TOUR ASSMBLY | $2,000 |
| TURNSTONE CENTER FOR DISABLED | |||||||
| 3320 N CLINTON ST | FORT WAYNE | IN | 468051918 | NONE | PC | TURNSTONE OF TOMORROW CAP | $5,000 |
| EARLY CHILDHOOD ALLIANCE INC | |||||||
| 3320 FAIRFIELD AVENUE | FT WAYNE | IN | 46807 | NONE | PC | LEARNING CENTER SUPPORT | $5,000 |
| CANCER SERVICES OF ALLEN COUNTY | |||||||
| 6316 MUTUAL DR | FORT WAYNE | IN | 468254259 | NONE | PC | KIDS CLIENT ADVOCATE | $3,000 |
| Erin's House For Grieving Children | |||||||
| 5670 YMCA PARK DR WEST | Fort Wayne | IN | 46835 | NONE | PC | GENERAL SUPPORT | $5,000 |
| CHILDREN'S HOPE INC | |||||||
| 7922 W JEFFERSON BLVD | FORT WAYNE | IN | 468044140 | NONE | PC | GIVE A FAMILY HOPE PROJECT | $5,000 |
| FORT WAYNE ZOOLOGICAL SOCIETY | |||||||
| 3411 SHERMAN BLVD | FORT WAYNE | IN | 468081522 | NONE | PC | JOURNEY TO THE HEART OF THE | $5,000 |
| Wellspring Interfaith Social Services | |||||||
| 1316 BROADWAY | FORT WAYNE | IN | 468023306 | NONE | PC | AFTER SCHOOL PROGRAM | $4,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $39,000 | 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 | $19,978 | 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 | $248,565 | 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 | $268,543 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $268,543 | 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 (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS - FIXED | AT COST | $222,995 | $216,428 |
| ETF - EQUITY | AT COST | $106,677 | $106,960 |
| ALTERNATIVE INVESTMENTS | |||
| MUTUAL FUNDS - EQUITY | AT COST | $577,743 | $558,327 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING ADJ FOR SALES AND TRANSACTIONS | Desc |
| Amt | $4 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $117 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $768 | $0 | $0 |