FORSYTHE FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- FORSYTHE FOUNDATION (EIN 25-6072007)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-03
- IRS object ID
- 201931239349102968
- 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 | 2019-05-03T17:00:29-04:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 256072007 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FORSYTHE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FORS | 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 | 2019-04-29 | SignatureDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 161.150.240.4 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 3BB8C0E9FEC78F69228AD1801D614A994052CE46 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 3BB8C0E9FEC78F69228AD1801D614A994052CE46 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization4947a1 Trtd PF | Yes (X) | Organization4947a1TrtdPFInd |
| FMV Assets EOY | $897,622 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $20,593 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,593 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $42,243 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $377,790 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $42,243 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $62,836 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $62,836 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $14,127 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $11,302 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $2,825 | 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 | $4,574 | 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 | $18,701 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,302 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,825 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $42,014 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $42,014 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $60,715 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,302 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $44,839 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,121 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $51,534 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $63,808 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $31,027 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $31,027 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $838,229 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $873,131 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $866,595 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $902,037 | TotalAssetsBOYAmt |
| Total Assets EOY | $904,158 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $897,622 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $898,357 | CapitalStockBOYAmt |
| Capital Stock EOY | $902,294 | CapitalStockEOYAmt |
| Retained Earning BOY | $3,680 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,864 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $902,037 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $904,158 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $902,037 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $904,158 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $902,037 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,121 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $904,158 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $904,158 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (69 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 2369.726 BLACKROCK STRATEGIC INCOME OPPORTUNITIES PORTFOLIO | 2017-04-17 | 2018-04-06 | $23,484 | $23,389 | $95 | $95 | |
| 29.809 TEMPLETON GLOBAL BOND FUND AD FUND | 2017-06-13 | 2018-04-06 | $356 | $365 | -$9 | -$9 | |
| 1510.051 TEMPLETON GLOBAL BOND FUND AD FUND | 2013-01-10 | 2018-04-06 | $18,045 | $20,051 | -$2,006 | -$2,006 | |
| 71. ISHARES MSCI EAFE SMALL-CAP ETF | 2017-11-30 | 2018-04-30 | $4,670 | $4,530 | $140 | $140 | |
| 97. ISHARES MSCI EMERGING MKTS INDEX FUND | 2017-11-30 | 2018-05-31 | $4,424 | $4,496 | -$72 | -$72 | |
| 1. SECTOR SPDR TR SBI INT-TECH | 2017-11-30 | 2018-05-31 | $70 | $64 | $6 | $6 | |
| 5. SECTOR SPDR TR SBI INT-TECH | 2017-04-28 | 2018-05-31 | $350 | $272 | $78 | $78 | |
| 2.946 CAMBIAR INTL EQUITY FUND-INS | 2017-04-17 | 2018-06-19 | $81 | $73 | $8 | $8 | |
| 13.8 ARTISAN INTERNATIONAL FD-ADV | 2009-10-19 | 2018-06-19 | $451 | $290 | $161 | $161 | |
| 125.875 BAIRD MIDCAP INST | 2017-04-17 | 2018-06-19 | $2,667 | $2,145 | $522 | $522 | |
| 7. XTRACKERS MSCI JAPAN HEDGED ETF | 2017-04-17 | 2018-06-19 | $299 | $254 | $45 | $45 | |
| 19.053 HARDING LOEVNER INTERNATIONAL EQUITY PORTFOLIO | 2017-04-17 | 2018-06-19 | $433 | $376 | $57 | $57 | |
| 7. ISHARES TR S&P SMLCP VALU | 2017-04-17 | 2018-06-19 | $1,166 | $943 | $223 | $223 | |
| 8. ISHARES TR S&P SMLCP GROW | 2017-04-17 | 2018-06-19 | $1,541 | $1,192 | $349 | $349 | |
| 44. ISHARES EDGE MSCI USA QUALITY FACTOR ETF | 2017-04-17 | 2018-06-19 | $3,748 | $3,183 | $565 | $565 | |
| 35. ISHARES EDGE MSCI USA VALUE FACTOR ETF | 2017-04-17 | 2018-06-19 | $2,974 | $2,520 | $454 | $454 | |
| 53.921 T ROWE PRICE GROWTH STOCK FUND | 2017-12-29 | 2018-06-19 | $3,805 | $3,378 | $427 | $427 | |
| 52.052 T ROWE PRICE GROWTH STOCK FUND | 2004-12-30 | 2018-06-19 | $3,673 | $1,389 | $2,284 | $2,284 | |
| 2. SECTOR SPDR TR SBI INT-ENERGY | 2018-05-31 | 2018-06-19 | $149 | $153 | -$4 | -$4 | |
| 3. AMEX FINANCIAL SELECT SPDR | 2018-04-30 | 2018-06-19 | $82 | $83 | -$1 | -$1 | |
| 4. SECTOR SPDR TR SBI INT-TECH | 2017-04-28 | 2018-06-19 | $283 | $218 | $65 | $65 | |
| 896.576 TOUCHSTONE SANDS CAPITAL SELECT GROWTH FD CLASS Y | 2017-04-17 | 2018-06-19 | $16,452 | $13,574 | $2,878 | $2,878 | |
| 23.498 WASATCH INTL OPPORTUNIT-INST | 2017-04-17 | 2018-06-19 | $84 | $75 | $9 | $9 | |
| 72. WISDOMTREE U.S. QUALITY DIVI ETF | 2017-04-17 | 2018-06-19 | $3,004 | $2,535 | $469 | $469 | |
| 158. AMEX FINANCIAL SELECT SPDR | 2018-04-30 | 2018-06-29 | $4,250 | $4,392 | -$142 | -$142 | |
| 58. SECTOR SPDR TR SBI INT-ENERGY | 2018-05-31 | 2018-07-31 | $4,479 | $4,428 | $51 | $51 | |
| 61. SECTOR SPDR TR SBI INT-TECH | 2017-04-28 | 2018-08-31 | $4,608 | $3,317 | $1,291 | $1,291 | |
| 232. XTRACKERS MSCI JAPAN HEDGED ETF | 2017-04-17 | 2018-09-25 | $10,278 | $8,417 | $1,861 | $1,861 | |
| 54. XTRACKERS MSCI EUROPE HEDGED ETF | 2018-06-19 | 2018-09-25 | $1,544 | $1,557 | -$13 | -$13 | |
| 1326. XTRACKERS MSCI EUROPE HEDGED ETF | 2017-04-17 | 2018-09-25 | $37,916 | $36,169 | $1,747 | $1,747 | |
| 451.383 ARTISAN INTERNATIONAL FD-ADV | 2009-10-19 | 2018-09-26 | $15,361 | $9,494 | $5,867 | $5,867 | |
| 431.047 HARDING LOEVNER INTERNATIONAL EQUITY PORTFOLIO | 2017-04-17 | 2018-09-26 | $10,035 | $8,500 | $1,535 | $1,535 | |
| 150.649 MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND CLASS I | 2018-06-19 | 2018-09-26 | $2,920 | $2,840 | $80 | $80 | |
| 1948.879 MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND CLASS I | 2013-10-04 | 2018-09-26 | $37,769 | $35,853 | $1,916 | $1,916 | |
| 668.107 TEMPLETON INSTL FDS INC FOREIGN EQUITY SER | 2017-04-17 | 2018-09-26 | $14,465 | $13,222 | $1,243 | $1,243 | |
| 21.558 TEMPLETON INSTL FDS INC FOREIGN EQUITY SER | 2018-06-19 | 2018-09-26 | $467 | $460 | $7 | $7 | |
| 51. ISHARES TR S&P SMLCAP 600 | 2018-06-29 | 2018-09-28 | $4,451 | $4,289 | $162 | $162 | |
| 40. SECTOR SPDR TR SBI CYCL TRANS | 2018-07-31 | 2018-09-28 | $4,697 | $4,450 | $247 | $247 | |
| 61. SECTOR SPDR TR SBI INT-ENERGY | 2018-08-31 | 2018-09-28 | $4,654 | $4,538 | $116 | $116 | |
| 12.63 BAIRD MIDCAP INST | 2017-04-17 | 2018-11-15 | $257 | $215 | $42 | $42 | |
| 11. ISHARES TIPS BOND ETF | 2016-09-12 | 2018-11-15 | $1,197 | $1,267 | -$70 | -$70 | |
| 53. ISHARES CORE US AGGREGATE BOND ETF | 2017-04-17 | 2018-11-15 | $5,533 | $5,796 | -$263 | -$263 | |
| 25. ISHARES EDGE MSCI USA QUALITY FACTOR ETF | 2017-04-17 | 2018-11-15 | $2,070 | $1,808 | $262 | $262 | |
| 8. ISHARES EDGE MSCI USA VALUE FACTOR ETF | 2017-04-17 | 2018-11-15 | $645 | $576 | $69 | $69 | |
| 1. ISHARES EDGE MSCI USA MOMENTUM FACTOR ETF | 2018-09-28 | 2018-11-15 | $106 | $119 | -$13 | -$13 | |
| 200.537 LAZARD GLOBAL LISTED INFRASTRUCTURE PORTFOLIO | 2018-09-26 | 2018-11-15 | $2,982 | $3,068 | -$86 | -$86 | |
| 65.574 MFS VALUE FUND CLASS I FUND 893 | 2018-06-19 | 2018-11-15 | $2,612 | $2,598 | $14 | $14 | |
| 35.52 MFS VALUE FUND CLASS I FUND 893 | 2013-10-04 | 2018-11-15 | $1,415 | $1,098 | $317 | $317 | |
| 41.779 ROWE T PRICE VALUE FD INC COM | 2017-12-29 | 2018-11-15 | $1,517 | $1,559 | -$42 | -$42 | |
| 16.206 ROWE T PRICE VALUE FD INC COM | 2018-06-19 | 2018-11-15 | $588 | $600 | -$12 | -$12 | |
| 6.177 ROWE T PRICE VALUE FD INC COM | 2017-04-17 | 2018-11-15 | $224 | $217 | $7 | $7 | |
| 538.082 VANGUARD TOTL BD MKT IDX-ADM | 2017-04-17 | 2018-11-15 | $5,521 | $5,790 | -$269 | -$269 | |
| 157.272 VIRTUS SEIX FLOATING RATE HIGH INCOME FUND CLASS I | 2018-06-19 | 2018-11-15 | $1,356 | $1,365 | -$9 | -$9 | |
| 14.247 VIRTUS SEIX FLOATING RATE HIGH INCOME FUND CLASS I | 2017-04-17 | 2018-11-15 | $123 | $125 | -$2 | -$2 | |
| 16.852 WELLS FARGO SPECIAL US MID CAP VALUE I | 2018-06-19 | 2018-11-15 | $619 | $638 | -$19 | -$19 | |
| 199.213 WESTERN ASSET CORE PLUS BOND FD CLASS I FD 287 | 2018-04-06 | 2018-11-15 | $2,187 | $2,311 | -$124 | -$124 | |
| 59. WISDOMTREE U.S. QUALITY DIVI ETF | 2017-04-17 | 2018-11-15 | $2,434 | $2,077 | $357 | $357 | |
| 294.628 TOUCHSTONE SANDS CAPITAL SELECT GROWTH FD CLASS Y | 2018-11-15 | 2018-11-28 | $4,858 | $4,755 | $103 | $103 | |
| 2898.227 TOUCHSTONE SANDS CAPITAL SELECT GROWTH FD CLASS Y | 2017-04-17 | 2018-11-28 | $47,792 | $43,879 | $3,913 | $3,913 | |
| 607.456 TOUCHSTONE SANDS CAPITAL SELECT GROWTH FD CLASS Y | 2017-12-29 | 2018-11-28 | $10,017 | $8,845 | $1,172 | $1,172 | |
| 16. ISHARES TIPS BOND ETF | 2016-09-12 | 2018-12-27 | $1,750 | $1,843 | -$93 | -$93 | |
| 62. ISHARES CORE US AGGREGATE BOND ETF | 2017-04-17 | 2018-12-27 | $6,567 | $6,780 | -$213 | -$213 | |
| 2. ISHARES MSCI EMERGING MKTS INDEX FUND | 2017-04-17 | 2018-12-27 | $77 | $79 | -$2 | -$2 | |
| 8. ISHARES MSCI EMERGING MKTS INDEX FUND | 2018-11-15 | 2018-12-27 | $307 | $323 | -$16 | -$16 | |
| 608.669 VANGUARD TOTL BD MKT IDX-ADM | 2017-04-17 | 2018-12-27 | $6,330 | $6,549 | -$219 | -$219 | |
| 9.356 VIRTUS SEIX FLOATING RATE HIGH INCOME FUND CLASS I | 2018-06-19 | 2018-12-27 | $78 | $81 | -$3 | -$3 | |
| 30.086 VIRTUS SEIX FLOATING RATE HIGH INCOME FUND CLASS I | 2016-09-12 | 2018-12-27 | $250 | $260 | -$10 | -$10 | |
| 297.615 WESTERN ASSET CORE PLUS BOND FD CLASS I FD 287 | 2018-04-06 | 2018-12-27 | $3,324 | $3,452 | -$128 | -$128 | |
| CAPITAL GAIN DIVIDENDS | $14,869 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $42,243 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $42,403 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $944,964 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.044873 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $45,142 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $898,944 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050217 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $43,754 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $940,336 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04653 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $47,168 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $940,658 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050144 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $39,996 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $893,838 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.044746 | DistributionYr5Rt |
| Total Distribution | 0.23651 | TotalDistributionRt |
| Average Distribution | 0.047302 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $975,960 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $46,165 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $515 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $46,680 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $44,839 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,031 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,031 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,031 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,491 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,491 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,460 | OverpaymentAmt |
| Applied To ES Tax | $1,032 | AppliedToESTaxAmt |
| Refund | $428 | 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 | PA | 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 TRUSTEE | 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 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| NECT Filing In Lieu OF Form1041 | Yes (X) | NECTFilingInLieuOFForm1041Ind |
| 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
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 | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $14,127 | 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 | $990,822 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $990,822 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $990,822 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,862 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $975,960 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $48,798 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $48,798 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,031 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,031 | TotalTaxAmt |
| Distributable Before Adj | $47,767 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $47,767 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $47,767 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $44,839 | 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 | $44,839 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $44,839 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $47,767 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $42,014 | 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 | $44,839 | QualifyingDistributionsAmt |
| Applied To Year1 | $42,014 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,825 | 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 | $44,942 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PNC CHARITABLE TRUST GRANT REVIEW C | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | The Tower at PNC Plaza 300 Fifth A | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4127625157 | RecipientPhoneNum |
| Form And Info And Materials | Please reference the name of the trust in all communications See footnote | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | See footnote | SubmissionDeadlinesTxt |
| Restrictions On Awards | See footnote | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Washington & Jefferson College | |||||||
| 60 S LINCOLN STREET | Washington | PA | 15301 | NONE | PC | GENERAL SUPPORT | $14,000 |
| Community Health Center | |||||||
| 103 BONNIE DRIVE | Butler | PA | 16002 | NONE | PC | GENERAL SUPPORT | $13,014 |
| THE LIGHTHOUSE FOUNDATION | |||||||
| 1302 E CRUIKSHANK ROAD | BUTLER | PA | 16002 | NONE | PC | GENERAL SUPPORT | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $42,014 | 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 | $20,593 | 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 | $42,243 | 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 | $62,836 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $62,836 | 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 (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS - FIXED | AT COST | $300,231 | $291,142 |
| MUTUAL FUNDS - EQUITY | AT COST | $572,900 | $575,453 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $2,083 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $2,491 | $0 | $0 |