STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

PARROT CHARITABLE FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
PARROT CHARITABLE FOUNDATION (EIN 35-6598565)
Tax period
2015-11-01 to 2016-10-31
Filed
2017-01-27
IRS object ID
201710279349100001
Schema version
2015v3.0
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

FieldValueIRS element (for citing)
Return2017-01-27T09:00:14-06:00ReturnTs
Tax Period End2016-10-31TaxPeriodEndDt
Return Type990PFReturnTypeCd
Tax Period Begin2015-11-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN356598565EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PARROT CHARITABLE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPARRBusinessNameControlTxt
Phone4127628133PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1620 LIBERTY AVENUE 10TH FLOORAddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP152222705ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPNC BANK N A BYPersonNm
Person TitleVICE PRESIDENTPersonTitleTxt
Phone4127628133PhoneNum
Signature2017-01-23SignatureDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$875,320FMVAssetsEOYAmt

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$16,859DividendsRevAndExpnssAmt
Dividends Net Invst Incm$16,859DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$52,423NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$259,690GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$52,423CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$0NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$69,282TotalRevAndExpnssAmt
Total Net Invst Incm$69,282TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$9,594CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$4,797CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$4,797CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm$0OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$0OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm$0PensionEmplBnftAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$1,839TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm$0TravConfMeetingAdjNetIncmAmt
Printing And Pub Net Invst Incm$0PrintingAndPubNetInvstIncmAmt
Printing And Pub Adj Net Incm$0PrintingAndPubAdjNetIncmAmt
Other Expenses Rev And Expnss$2,729OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$2,729OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$14,162TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,797TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$7,526TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$37,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$37,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$51,162TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,797TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$44,526TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$18,120ExcessRevenueOverExpensesAmt
Net Investment Income$64,485NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$17,479SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$16,837SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$16,837SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl EOY$0AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$0AcctRcvblEOYFMVAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Other Investments BOY$707,790OtherInvestmentsBOYAmt
Other Investments EOY$726,551OtherInvestmentsEOYAmt
Other Investments EOYFMV$858,483OtherInvestmentsEOYFMVAmt
Total Assets BOY$725,269TotalAssetsBOYAmt
Total Assets EOY$743,388TotalAssetsEOYAmt
Total Assets EOYFMV$875,320TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$718,903CapitalStockBOYAmt
Capital Stock EOY$739,426CapitalStockEOYAmt
Retained Earning BOY$6,366RetainedEarningBOYAmt
Retained Earning EOY$3,962RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$725,269TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$743,388TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$725,269TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$743,388TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$725,269TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$18,120ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$743,389SubtotalAmt
Other Decreases$1OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$743,388TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (19 entries)

PropertyPropertyDescSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtAcquiredAcquiredDtHow AcquiredHowAcquiredCd
16.956 GOLDMAN SACHS GRTH OPPOR INSTIT CLASS2016-03-31$394$451-$57-$57
606.217 GOLDMAN SACHS GRTH OPPOR INSTIT CLASS2016-03-31$14,082$15,581-$1,499-$1,499
445.633 MFS VALUE FUND CLASS I FUND 8932016-04-12$15,000$10,606$4,394$4,3942011-02-04
1084.385 T ROWE PRICE GROWTH STOCK FUND2016-04-12$55,000$27,890$27,110$27,1102004-11-19
299.233 VAN ECK GLOBAL HARD ASSETS FUND CLASS I FD 4082016-04-12$9,483$15,330-$5,847-$5,847
24.582 GOLDMAN SACHS MID CAP VALUE FD CL I2016-05-13$821$1,014-$193-$1932014-12-05
535.366 GOLDMAN SACHS MID CAP VALUE FD CL I2016-05-13$17,887$23,073-$5,186-$5,186
1949.931 EATON VANCE FLOATING RATE FUND CLASS I2016-08-03$17,023$16,982$41$41
10.779 FIDELITY ADVISOR FLOATING HIGH INCOME FUND I2016-08-03$102$107-$5-$5
1091.955 FIDELITY ADVISOR FLOATING HIGH INCOME FUND I2016-08-03$10,308$10,860-$552-$552
967.824 T ROWE PRICE REAL ESTATE FUND FD 1222016-08-03$29,538$17,243$12,295$12,295
5.175 TEMPLETON GLOBAL BOND FUND AD FUND2016-08-03$58$64-$6-$6
2273.615 TEMPLETON GLOBAL BOND FUND AD FUND2016-08-03$25,419$30,541-$5,122-$5,122
1170.96 ALLIANCEBERNSTEIN GLOBAL BD FD INC ADV FD 4562016-09-21$10,000$10,035-$35-$352016-08-03
32.627 BLACKROCK INFLATION PROTECTED BD PORTFOLIO2016-09-21$352$367-$15-$15
1563.915 BLACKROCK INFLATION PROTECTED BD PORTFOLIO2016-09-21$16,859$16,870-$11-$11
510.725 BLACKROCK STRATEGIC INCOME OPPORTUNITIES PORTFOLIO2016-09-21$5,000$5,276-$276-$276
579.374 RIDGEWORTH FDS SEIX FLTG RATE INCOME FD CL I2016-09-21$5,000$4,977$23$232016-08-03
CAPITAL GAIN DIVIDENDS$27,364P
FieldValueIRS element (for citing)
Capital Gain Net Income$52,423CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$42,849AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$918,165NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.046668DistributionYr1Rt
Adjusted Qlfy Distri Yr2$45,008AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$916,137NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.049128DistributionYr2Rt
Adjusted Qlfy Distri Yr3$40,268AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$844,165NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.047702DistributionYr3Rt
Adjusted Qlfy Distri Yr4$39,390AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$791,824NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.049746DistributionYr4Rt
Adjusted Qlfy Distri Yr5$36,328AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$791,915NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.045874DistributionYr5Rt
Total Distribution0.239118TotalDistributionRt
Average Distribution0.047824AverageDistributionRt
Net Vl Noncharitable Assets$870,521NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$41,632AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$645NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$42,277AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$44,526QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$645InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$645SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$645TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,256EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax$0AppliedToEsTaxAmt
Total Payments And Credits$1,256TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$611OverpaymentAmt
Applied To ES Tax$324AppliedToESTaxAmt
Refund$287RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateINOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressPNCSITES.COM/PNCFOUNDATION/CHARITABLE_TRUSTS.WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1PNC BANK NABusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4127628133PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1620 LIBERTY AVENUEAddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP152222705ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonPNC BANK NAPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1620 LIBERTY AVENUEAddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15222ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos2AverageHrsPerWkDevotedToPosRt
Compensation$9,594CompensationAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$883,778AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$883,778TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$883,778AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$13,257CashDeemedCharitableAmt
Net Vl Noncharitable Assets$870,521NetVlNoncharitableAssetsAmt
Minimum Investment Return$43,526MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$43,526MinimumInvestmentReturnAmt
Tax Based On Investment Income$645TaxBasedOnInvestmentIncomeAmt
Total Tax$645TotalTaxAmt
Distributable Before Adj$42,881DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$42,881DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$42,881DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$44,526ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$44,526QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$645PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$43,881AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$42,881DistributableAsAdjustedAmt
Undistributed Income PY$36,617UndistributedIncomePYAmt
Prior Year12013PriorYear1Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$0ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$0ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$0ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$0ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$44,526QualifyingDistributionsAmt
Applied To Year1$36,617AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$7,909AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$34,972UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Year4$0ExcessFromYear4Amt
Excess From Year3$0ExcessFromYear3Amt
Excess From Year2$0ExcessFromYear2Amt
Excess From Year1$0ExcessFromYear1Amt
Excess From Current Year$0ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonPNC CHARITABLE GRANT REVIEW COMMITTRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1THE TOWER AT PNC PLAZA 300 FIFTH AAddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15222ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4127625157RecipientPhoneNum
Form And Info And MaterialsPLEASE REFERENCE THE NAME OF THE TRUST IN ALL COMMUNICATIONS SEE FOOTNOTEFormAndInfoAndMaterialsTxt
Submission DeadlinesSee website: www.pncsites.com/pncfoundation/charitable_trusts.html for specific informationSubmissionDeadlinesTxt
Restrictions On AwardsSee website: www.pncsites.com/pncfoundation/charitable_trusts.html for specific informationRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Business Name Line2RecipientBusinessName/BusinessNameLine2TxtAddress Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
COMMUNITY HARVEST FOOD BANK
OF NORTHEAST INDIANA INC999 E TILLMAN ROADFORT WAYNEIN46816NONEPCSUPPORTOF KIDS BACKPACK$5,000
TURNSTONE CENTER FOR DISABLED
3320 N CLINTON STFORT WAYNEIN468051918NONEPCTURNSTONE OF TOMORROW CAP$15,000
EARLY CHILDHOOD ALLIANCE INC
3320 FAIRFIELD AVENUEFT WAYNEIN46807NONEPCLEARNING CENTER SUPPORT$5,000
BOYS AND GIRLS CLUBS OF FORT
WAYNE INDIANA2609 FAIRFIELD AVENUEFORT WAYNEIN46807NONEPCSUPPORT FOR PROJECT LEARN$5,000
FORT WAYNE ZOOLOGICAL SOCIETY
3411 SHERMAN BLVDFORT WAYNEIN468081522NONEPCAUSTRALIAN ADVENTURE$5,000
HEARCARE CONNECTION INC
9604 COLDWATER ROAD STE 109FT WAYNEIN46825NONEPCSUPPORT OF COMMUNITY$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$37,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$16,859ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$52,423ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$69,282ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$69,282TotalIncomeProducingActyAmt
FieldValueIRS element (for citing)
Rln Of Acty To Accom Of Exmpt PrpsRlnOfActyToAccomOfExmptPrpsGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
MUTUAL FUNDS - FIXEDAT COST$267,420$272,847
MUTUAL FUNDS - EQUITYAT COST$459,131$585,636

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescROUNDING ADJ FOR SALES AND TRANSACTIONSDesc
Amt$1Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescGRANTMAKING FEESDesc
Revenue And Expenses Per Books$2,729RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,729DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL TAX PAYMENT - PRIOR YE$583$0$0
FEDERAL ESTIMATES - PRINCIPAL$1,256$0$0