FORSYTHE FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- FORSYTHE FOUNDATION (EIN 25-6072007)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-08
- IRS object ID
- 201801289349100640
- 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
- Form 990-PF
- Investments Other Schedule2
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-08T11:00:34-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | 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 | 2018-05-01 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization4947a1 Trtd PF | Yes (X) | Organization4947a1TrtdPFInd |
| FMV Assets EOY | $997,158 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $18,598 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $18,598 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $116,897 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $754,529 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $116,897 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $1,334 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $136,829 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $135,495 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $13,711 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $10,968 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $2,743 | 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 | $200 | 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 | $13,911 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,968 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,743 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $39,660 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $39,660 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $53,571 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,968 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $42,403 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $83,258 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $124,527 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $33,048 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $63,808 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $63,808 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $785,726 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $838,229 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $933,350 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $818,774 | TotalAssetsBOYAmt |
| Total Assets EOY | $902,037 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $997,158 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $818,774 | CapitalStockBOYAmt |
| Capital Stock EOY | $898,357 | CapitalStockEOYAmt |
| Retained Earning EOY | $3,680 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $818,774 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $902,037 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $818,774 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $902,037 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $818,774 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $83,258 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5 | OtherIncreasesAmt |
| Subtotal | $902,037 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $902,037 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (54 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 405.787 ARTISAN INTERNATIONAL FD-ADV | 2009-10-19 | 2017-04-17 | $11,330 | $10,312 | $1,018 | $1,018 | |
| 8742.658 BAIRD AGGREGATE BOND FUND FD 72 | 2015-07-13 | 2017-04-17 | $94,770 | $93,197 | $1,573 | $1,573 | |
| 610.799 DODGE & COX INTERNATIONAL STOCK FUND | 2013-10-04 | 2017-04-17 | $25,147 | $25,000 | $147 | $147 | |
| 7234.709 DODGE & COX INCOME FUND | 2013-10-04 | 2017-04-17 | $99,260 | $97,814 | $1,446 | $1,446 | |
| 62.46 HARBOR FD INTL FD | 2016-09-12 | 2017-04-17 | $3,972 | $3,900 | $72 | $72 | |
| 37.79 HARBOR FD INTL FD | 2016-11-15 | 2017-04-17 | $2,403 | $2,250 | $153 | $153 | |
| 466.75 HARBOR FD INTL FD | 2009-04-13 | 2017-04-17 | $29,681 | $17,256 | $12,425 | $12,425 | |
| 592. ISHARES TR S&P 500 INDEX FD | 2016-11-15 | 2017-04-17 | $139,200 | $129,264 | $9,936 | $9,936 | |
| 234. IWP ISHARES RUSSELL MIDCAP GRWTH FD | 2016-03-31 | 2017-04-17 | $23,933 | $21,607 | $2,326 | $2,326 | |
| 75. ISHARES TR RUSSELL 2000 VALUE INDEX FD | 2015-07-13 | 2017-04-17 | $8,638 | $7,630 | $1,008 | $1,008 | |
| 62. ISHARES TR RUSSELL 2000 GROWTH ETF | 2014-03-20 | 2017-04-17 | $9,816 | $8,784 | $1,032 | $1,032 | |
| 413. ISHARES CORE MSCI EMERGING MARKETS | 2016-09-12 | 2017-04-17 | $19,786 | $18,564 | $1,222 | $1,222 | |
| 1690.242 MFS VALUE FUND CLASS I FUND 893 | 2013-10-04 | 2017-04-17 | $63,604 | $54,126 | $9,478 | $9,478 | |
| 61.008 MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND CLASS I | 2013-10-04 | 2017-04-17 | $1,130 | $1,173 | -$43 | -$43 | |
| 1940.236 METROPOLITAN WEST UNCONSTRAINED BOND FUND CLASS I | 2015-07-13 | 2017-04-17 | $23,089 | $23,050 | $39 | $39 | |
| 1153.944 T ROWE PRICE GROWTH STOCK FUND | 2004-12-30 | 2017-04-17 | $68,440 | $30,799 | $37,641 | $37,641 | |
| 742.446 ROWE T PRICE MID CAP VALUE F COM | 2004-12-30 | 2017-04-17 | $22,095 | $16,805 | $5,290 | $5,290 | |
| 125.364 TEMPLETON GLOBAL BOND FUND AD FUND | 2013-01-10 | 2017-04-17 | $1,555 | $1,689 | -$134 | -$134 | |
| 16.347 T ROWE PRICE REAL ESTATE FUND FD 122 | 2017-04-17 | 2017-04-27 | $460 | $471 | -$11 | -$11 | |
| 641.459 T ROWE PRICE REAL ESTATE FUND FD 122 | 2016-07-14 | 2017-04-27 | $18,063 | $19,398 | -$1,335 | -$1,335 | |
| 24. ISHARES TR S&P MIDCAP 400 | 2017-04-17 | 2017-04-28 | $4,152 | $4,044 | $108 | $108 | |
| 61. ISHARES TR S&P SMLCAP 600 | 2017-04-17 | 2017-05-31 | $4,146 | $4,102 | $44 | $44 | |
| 18.43 CAMBIAR INTL EQUITY FUND-INS | 2017-04-17 | 2017-06-13 | $485 | $457 | $28 | $28 | |
| 40.203 ARTISAN INTERNATIONAL FD-ADV | 2009-10-19 | 2017-06-13 | $1,223 | $846 | $377 | $377 | |
| 85.774 BAIRD MIDCAP INST | 2017-04-17 | 2017-06-13 | $1,576 | $1,462 | $114 | $114 | |
| 3.596 BLACKROCK STRATEGIC INCOME OPPORTUNITIES PORTFOLIO | 2017-04-17 | 2017-06-13 | $36 | $35 | $1 | $1 | |
| 19. XTRACKERS MSCI JAPAN HEDGED ETF | 2017-04-17 | 2017-06-13 | $746 | $689 | $57 | $57 | |
| 54. XTRACKERS MSCI EUROPE HEDGED ETF | 2017-04-27 | 2017-06-13 | $1,527 | $1,491 | $36 | $36 | |
| 25.045 HARDING LOEVNER INTERNATIONAL EQUITY PORTFOLIO | 2017-04-17 | 2017-06-13 | $527 | $494 | $33 | $33 | |
| 26. ISHARES MSCI EMERGING MKTS INDEX FUND | 2017-05-31 | 2017-06-13 | $1,078 | $1,072 | $6 | $6 | |
| 3. ISHARES TR S&P SMLCP VALU | 2017-04-17 | 2017-06-13 | $427 | $404 | $23 | $23 | |
| 3. ISHARES TR S&P SMLCP GROW | 2017-04-17 | 2017-06-13 | $475 | $447 | $28 | $28 | |
| 27. ISHARES EDGE MSCI USA QUALITY FACTOR ETF | 2017-04-17 | 2017-06-13 | $2,026 | $1,974 | $52 | $52 | |
| 14. ISHARES EDGE MSCI USA VALUE FACTOR ETF | 2017-04-17 | 2017-06-13 | $1,039 | $1,008 | $31 | $31 | |
| 80.352 MFS VALUE FUND CLASS I FUND 893 | 2013-10-04 | 2017-06-13 | $3,158 | $2,484 | $674 | $674 | |
| 85.836 MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND CLASS I | 2013-10-04 | 2017-06-13 | $1,659 | $1,583 | $76 | $76 | |
| 67.304 T ROWE PRICE GROWTH STOCK FUND | 2004-12-30 | 2017-06-13 | $4,291 | $1,796 | $2,495 | $2,495 | |
| 59.191 ROWE T PRICE VALUE FD INC COM | 2017-04-17 | 2017-06-13 | $2,162 | $2,078 | $84 | $84 | |
| 10. AMEX FINANCIAL SELECT SPDR | 2017-04-17 | 2017-06-13 | $244 | $231 | $13 | $13 | |
| 3. SECTOR SPDR TR SBI INT-TECH | 2017-04-28 | 2017-06-13 | $168 | $163 | $5 | $5 | |
| 42.091 TEMPLETON INSTL FDS INC FOREIGN EQUITY SER | 2017-04-17 | 2017-06-13 | $891 | $833 | $58 | $58 | |
| 227.926 TOUCHSTONE SANDS CAPITAL SELECT GROWTH FD CLASS Y | 2017-04-17 | 2017-06-13 | $3,695 | $3,451 | $244 | $244 | |
| 2.328 VANGUARD TOTL BD MKT IDX-ADM | 2017-04-17 | 2017-06-13 | $25 | $25 | |||
| 175.523 WASATCH INTL OPPORTUNIT-INST | 2017-04-17 | 2017-06-13 | $599 | $558 | $41 | $41 | |
| 11.061 WELLS FARGO SPECIAL US MID CAP VALUE I | 2017-04-17 | 2017-06-13 | $417 | $405 | $12 | $12 | |
| 48. WISDOMTREE U.S. QUALITY DIVI ETF | 2017-04-17 | 2017-06-13 | $1,767 | $1,690 | $77 | $77 | |
| 98. ISHARES MSCI EMERGING MKTS INDEX FUND | 2017-04-17 | 2017-07-31 | $4,282 | $3,999 | $283 | $283 | |
| 1. SECTOR SPDR TR SBI INT-TECH | 2017-04-28 | 2017-07-31 | $57 | $54 | $3 | $3 | |
| 60. INDUSTRIAL SELECT SECTOR SPDR ETF LARGE CAP | 2017-07-31 | 2017-08-31 | $4,101 | $4,113 | -$12 | -$12 | |
| 93. ISHARES MSCI EMERGING MKTS INDEX FUND | 2017-08-31 | 2017-10-31 | $4,290 | $4,171 | $119 | $119 | |
| 2. SECTOR SPDR TR SBI INT-TECH | 2017-04-28 | 2017-10-31 | $125 | $109 | $16 | $16 | |
| 59. ISHARES TR S&P SMLCAP 600 | 2017-10-31 | 2017-11-30 | $4,581 | $4,417 | $164 | $164 | |
| 167. AMEX FINANCIAL SELECT SPDR | 2017-04-17 | 2017-11-30 | $4,605 | $3,858 | $747 | $747 | |
| CAPITAL GAIN DIVIDENDS | $27,577 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $116,897 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $45,142 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $898,944 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050217 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $43,754 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $940,336 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04653 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $47,168 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $940,658 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050144 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $39,996 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $893,838 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.044746 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $38,313 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $835,748 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.045843 | DistributionYr5Rt |
| Total Distribution | 0.23748 | TotalDistributionRt |
| Average Distribution | 0.047496 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $944,964 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $44,882 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,245 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $46,127 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $42,403 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,491 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,491 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,491 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $408 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $408 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $2,083 | 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 | 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 |
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 | $13,711 | 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 | $959,738 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | -$384 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $959,354 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $959,354 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,390 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $944,964 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $47,248 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $47,248 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,491 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,491 | TotalTaxAmt |
| Distributable Before Adj | $44,757 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $44,757 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $44,757 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $42,403 | 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 | $42,403 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $42,403 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $44,757 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $39,660 | 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 | $42,403 | QualifyingDistributionsAmt |
| Applied To Year1 | $39,660 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,743 | 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 | $42,014 | 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 (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Butler County Assoc for the Blind | |||||||
| 322 N CEDAR STREET | Butler | PA | 16001 | NONE | PC | GENERAL SUPPORT | $9,660 |
| United Way of Butler County | |||||||
| 184 PITTSBURGH ROAD | Butler | PA | 16001 | NONE | PC | GENERAL SUPPORT | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $39,660 | 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 | $18,598 | 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 | $116,897 | 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 | $1,334 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $136,829 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $136,829 | 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 | $301,471 | $299,337 |
| MUTUAL FUNDS - EQUITY | AT COST | $536,758 | $634,013 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND FROM PRIOR YEAR | Desc |
| Revenue And Expenses Per Books | $1,334 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING ADJUSTMENT SALES AND TRANSACTIO | Desc |
| Amt | $5 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL ESTIMATES - PRINCIPAL | CategoryTxt |
| Amt | $200 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |