OWEN C & JEAN I PRITCHARD CHARITABLE FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- OWEN C & JEAN I PRITCHARD CHARITABLE FOUNDATION (EIN 35-2016378)
- Tax period
- 2016-04-01 to 2017-03-31
- Filed
- 2017-06-13
- IRS object ID
- 201731649349100503
- Schema version
- 2016v3.0
- 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
- Form 990-PF
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-06-13T09:00:18-05:00 | ReturnTs |
| Tax Period End | 2017-03-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 352016378 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OWEN & JEAN PRITCHARD FDN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PRIT | BusinessNameControlTxt |
| Phone | 4127628133 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 620 LIBERTY AVENUE 10TH FLOOR | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152222705 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PNC BANK N A BY | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 4127628133 | PhoneNum |
| Signature | 2017-06-08 | SignatureDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 161.150.176.3 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 1CC7BA5074E8AB1797D9DE59A1DFA746CF600023 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 1CC7BA5074E8AB1797D9DE59A1DFA746CF600023 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2018-03-14 21:41:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,061,047 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $39,986 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $39,986 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $67,251 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $552,864 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $67,251 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $951 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $108,188 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $107,237 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $21,624 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $10,812 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $10,812 | 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 | $887 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $283 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $5,990 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $5,990 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $28,501 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,095 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $16,802 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $82,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $82,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $110,501 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,095 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $98,802 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,313 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $96,142 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $61,477 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $63,822 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $63,822 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $1,601,306 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,596,646 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,997,225 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,662,783 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,660,468 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,061,047 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,635,345 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,660,468 | CapitalStockEOYAmt |
| Retained Earning BOY | $27,438 | RetainedEarningBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,662,783 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,660,468 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,662,783 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,660,468 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,662,783 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,313 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,660,470 | SubtotalAmt |
| Other Decreases | $2 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,660,468 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (23 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 32.175 GOLDMAN SACHS GRTH OPPOR INSTIT CLASS | 2016-04-01 | $747 | $857 | -$110 | -$110 | ||
| 1150.38 GOLDMAN SACHS GRTH OPPOR INSTIT CLASS | 2016-04-01 | $26,723 | $29,567 | -$2,844 | -$2,844 | ||
| 607.956 HARBOR FD CAP APPRECIATION FD | 2016-04-12 | $35,000 | $25,299 | $9,701 | $9,701 | ||
| 891.266 MFS VALUE FUND CLASS I FUND 893 | 2016-04-12 | $30,000 | $24,329 | $5,671 | $5,671 | ||
| 1122.965 MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND CLASS I | 2016-04-12 | $20,000 | $20,168 | -$168 | -$168 | 2013-08-21 | |
| 690.063 T ROWE PRICE GROWTH STOCK FUND | 2016-04-12 | $35,000 | $18,059 | $16,941 | $16,941 | 2010-08-23 | |
| 6342.495 T ROWE PRICE SHORTTERM BD FD INC | 2016-04-12 | $30,000 | $30,702 | -$702 | -$702 | ||
| 698.212 VAN ECK GLOBAL HARD ASSETS FUND CLASS I FD 408 | 2016-04-12 | $22,126 | $35,769 | -$13,643 | -$13,643 | ||
| 4682.293 EATON VANCE FLOATING RATE FUND CLASS I | 2016-08-03 | $40,876 | $40,832 | $44 | $44 | ||
| 21.559 FIDELITY ADVISOR FLOATING HIGH INCOME FUND I | 2016-08-03 | $204 | $213 | -$9 | -$9 | ||
| 2183.929 FIDELITY ADVISOR FLOATING HIGH INCOME FUND I | 2016-08-03 | $20,616 | $21,719 | -$1,103 | -$1,103 | ||
| 977.71 T ROWE PRICE REAL ESTATE FUND FD 122 | 2016-08-03 | $29,840 | $16,515 | $13,325 | $13,325 | ||
| 705.218 T ROWE PRICE REAL ESTATE FUND FD 122 | 2016-08-03 | $21,523 | $20,000 | $1,523 | $1,523 | 2016-04-12 | |
| 10.626 TEMPLETON GLOBAL BOND FUND AD FUND | 2016-08-03 | $119 | $131 | -$12 | -$12 | ||
| 4625.717 TEMPLETON GLOBAL BOND FUND AD FUND | 2016-08-03 | $51,716 | $62,596 | -$10,880 | -$10,880 | ||
| 2341.92 ALLIANCEBERNSTEIN GLOBAL BD FD INC ADV FD 456 | 2016-09-21 | $20,000 | $20,070 | -$70 | -$70 | 2016-08-03 | |
| 54.338 BLACKROCK INFLATION PROTECTED BD PORTFOLIO | 2016-09-21 | $586 | $611 | -$25 | -$25 | ||
| 2604.715 BLACKROCK INFLATION PROTECTED BD PORTFOLIO | 2016-09-21 | $28,079 | $28,120 | -$41 | -$41 | ||
| 1738.123 RIDGEWORTH FDS SEIX FLTG RATE INCOME FD CL I | 2016-09-21 | $15,000 | $14,930 | $70 | $70 | 2016-08-03 | |
| 405.252 HARBOR FD CAP APPRECIATION FD | 2017-02-27 | $25,000 | $12,360 | $12,640 | $12,640 | 2010-08-23 | |
| 522.739 MFS VALUE FUND CLASS I FUND 893 | 2017-02-27 | $20,000 | $12,441 | $7,559 | $7,559 | 2011-02-04 | |
| 1250. POWERSHARES S&P 500 LOW VOLATILITY PORTFOLIO | 2017-02-27 | $54,380 | $50,325 | $4,055 | $4,055 | 2016-04-12 | |
| CAPITAL GAIN DIVIDENDS | $25,329 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $67,251 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $99,618 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,998,948 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049835 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $96,200 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,074,119 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046381 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $93,015 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,979,644 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046986 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $92,032 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,828,397 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050335 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $85,108 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,782,106 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047757 | DistributionYr5Rt |
| Total Distribution | 0.241294 | TotalDistributionRt |
| Average Distribution | 0.048259 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,965,439 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $94,850 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $961 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $95,811 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $98,802 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $961 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $961 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $961 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,208 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $0 | AppliedToEsTaxAmt |
| Total Payments And Credits | $1,208 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $247 | OverpaymentAmt |
| Applied To ES Tax | $247 | 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 | PNCSITES.COM/PNCFOUNDATION/CHARITABLE_TRUSTS. | 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 | 4127628133 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 620 LIBERTY AVENUE | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152222705 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PNC BANK NA | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 620 LIBERTY AVENUE | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 5 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $21,624 | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,995,370 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,995,370 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,995,370 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $29,931 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,965,439 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $98,272 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $98,272 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $961 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $961 | TotalTaxAmt |
| Distributable Before Adj | $97,311 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $97,311 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $97,311 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $98,802 | 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 | $98,802 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $961 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $97,841 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $97,311 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $81,223 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| 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 | $98,802 | QualifyingDistributionsAmt |
| Applied To Year1 | $81,223 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $17,579 | 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 | $79,732 | 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 | PNC BANK 249 FIFTH AVE 20TH FL | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2162223226 | RecipientPhoneNum |
| Form And Info And Materials | PLEASE REFERENCE THE NAME OF THE TRUST IN ALL COMMUNICATIONS SEE FOOTNOTE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | See website: www.pncsites.com/pncfoundation/charitable_trusts.html for specific information | SubmissionDeadlinesTxt |
| Restrictions On Awards | See website: www.pncsites.com/pncfoundation/charitable_trusts.html for specific information | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| TURNSTONE CENTER FOR DISABLED | ||||||||
| CHILDREN/ADULTS INC | 3320 N CLINTON ST | FORT WAYNE | IN | 46805 | NONE | PC | ANNUAL BOARD OF DIRECTORS | $20,000 |
| ERINS HOUSE FOR GRIEVING CHILDREN INC | ||||||||
| 5670 YMCA PARK DR WEST | FORT WAYNE | IN | 46835 | NONE | PC | 2017 GIFT | $5,000 | |
| VERA BRADLEY FDN FOR BREAST CANCER | ||||||||
| 12420 SILVERADO DR | ROANOKE | IN | 46783 | NONE | PC | 2017 GIFT | $2,500 | |
| VISITING NURSE & HOSPICE HOME | ||||||||
| 5910 HOMESTEAD ROAD | FORT WAYNE | IN | 46814 | NONE | PC | 2017 GIFT | $11,000 | |
| FORT WAYNE ZOOLOGICAL SOC INC | ||||||||
| 3411 SHERMAN BLVD | FORT WAYNE | IN | 46808 | NONE | PC | 5TH PMT - 5YR PLEDGE - | $10,000 | |
| MATTHEW 25 INC | ||||||||
| 413 E JEFFERSON BLVD | FORT WAYNE | IN | 46802 | NONE | PC | FREEDOM FROM SMOKING | $7,500 | |
| LEAGUE FOR THE BLIND & DISABLED | ||||||||
| 5821 S ANTHONY BLVD | FT WAYNE | IN | 468163701 | NONE | PC | YOUTH SERVICES PROGRAM | $5,000 | |
| HAROLD W MCMILLEN CENTER | ||||||||
| FOR HEALTH EDUCATION | 600 JIM KELLY BLVD | FT WAYNE | IN | 468161146 | NONE | PC | PREVENTATIVE HEALTH | $2,500 |
| SUPER SHOT INC | ||||||||
| 709 CLAY STREET SUITE 300 | FT WAYNE | IN | 468022019 | NONE | PC | COMMUNITY IMMUNIZATION | $2,500 | |
| WELLSSPRING INTERFAITH SOCIAL | ||||||||
| SERVICES | 1316 BROADWAY | FTWAYNE | IN | 468023306 | NONE | PC | AFTER SCHOOL PROGRAM | $6,000 |
| VINCENT VILLAGE INC | ||||||||
| 2827 HOLTON AVENUE | FT WAYNE | IN | 46806 | NONE | PC | 2017 GIFT | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $82,000 | 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 | $39,986 | 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 | $67,251 | 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 | $951 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $108,188 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $108,188 | 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 | $591,312 | $594,727 |
| MUTUAL FUNDS - EQUITY | AT COST | $972,830 | $1,366,483 |
| ALTERNATIVE INVESTMENTS | AT COST | $32,504 | $36,015 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING ADJ FOR SALES AND TRANSACTIONS | Desc |
| Amt | $2 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRANTMAKING FEES | Desc |
| Revenue And Expenses Per Books | $5,990 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,990 | DisbursementsCharitablePrpsAmt |
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 | $951 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL ESTIMATES - PRINCIPAL | $604 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $191 | $191 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $92 | $92 | $0 |