PARROT CHARITABLE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- PARROT CHARITABLE FOUNDATION (EIN 35-6598565)
- Tax period
- 2024-11-01 to 2025-10-31
- Filed
- 2026-03-13
- IRS object ID
- 202610729349101001
- Schema version
- 2024v5.2
- 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 Decreases Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-03-13T10:02:55-05:00 | ReturnTs |
| Tax Period End | 2025-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 920460586 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PWC US TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 GRANT STREET 45TH FLOOR | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 356598565 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PARROT CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PARR | BusinessNameControlTxt |
| Phone | 4124671575 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 FIRST AVE P7-PFSC-03-Z | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PNC BANK N A | PersonNm |
| Person Title | TAX MANAGER | PersonTitleTxt |
| Phone | 4124671575 | PhoneNum |
| Signature | 2026-01-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAWRENCE MCGUIRE | PreparerPersonNm |
| PTIN | P01233953 | PTIN |
| Phone | 4123556000 | PhoneNum |
| Preparation | 2026-01-12 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,127,263 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,663 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $27,297 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $27,297 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $57,504 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $478,682 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $57,504 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $87,464 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $84,801 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $11,437 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $9,149 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $2,287 | 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 Rev And Expnss | $3,105 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,105 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $789 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $252 | 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 |
| Tot Opr Expenses Rev And Expnss | $15,331 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,401 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,392 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $43,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $43,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $58,831 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,401 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $48,892 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $28,633 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $75,400 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $39,842 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $41,735 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $41,735 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $816,232 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $843,044 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,085,528 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $856,074 | TotalAssetsBOYAmt |
| Total Assets EOY | $884,779 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,127,263 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $856,074 | CapitalStockBOYAmt |
| Capital Stock EOY | $884,779 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $856,074 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $884,779 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $856,074 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $884,779 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $856,074 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $28,633 | ExcessRevenueOverExpensesAmt |
| Other Increases | $233 | OtherIncreasesAmt |
| Subtotal | $884,940 | SubtotalAmt |
| Other Decreases | $161 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $884,779 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (94 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 278. ISHARES MSCI USA MIN VOL FACTOR | 2023-09-26 | 2024-11-19 | $25,300 | $20,386 | $4,914 | $4,914 | |
| 281.171 AMG RR SM CAP VAL-I | 2024-06-11 | 2025-03-11 | $4,313 | $4,341 | -$28 | -$28 | |
| 38.435 AMG RR SM CAP VAL-I | 2024-02-23 | 2025-03-11 | $590 | $598 | -$8 | -$8 | |
| 677.704 ARTISAN INTL SM/MID-INST | 2024-08-20 | 2025-03-11 | $11,846 | $12,605 | -$759 | -$759 | |
| 33. DIMENSIONAL INTERNATIONAL VA | 2023-11-14 | 2025-03-11 | $1,291 | $1,079 | $212 | $212 | |
| 503.402 DOUBLELINE TOTAL RETURN BOND | 2023-05-25 | 2025-03-11 | $4,455 | $4,440 | $15 | $15 | |
| 275.206 HARBOR MID CAP VALUE | 2024-06-11 | 2025-03-11 | $6,869 | $6,949 | -$80 | -$80 | |
| 630.954 OAKMARK INTL SM CAP-R6 | 2025-03-11 | $12,405 | $8,128 | $4,277 | $4,277 | ||
| 13. ISHARES MSCI INTL QUALITY | 2023-04-19 | 2025-03-11 | $521 | $468 | $53 | $53 | |
| 57.273 MFS EMERGING MKTS DEBT FD-R6 | 2018-03-20 | 2025-03-11 | $691 | $837 | -$146 | -$146 | |
| 1013.84 MADISON MID CAP FUND-R6 | 2025-03-11 | $16,272 | $10,283 | $5,989 | $5,989 | ||
| 344.587 MERIDIAN SMALL CAP GROW-INSTL | 2024-06-11 | 2025-03-11 | $4,204 | $4,411 | -$207 | -$207 | |
| 1.689 PRINCIPAL MIDCAP FUND-R6 | 2018-03-20 | 2025-03-11 | $73 | $47 | $26 | $26 | |
| 68.127 PGIM HIGH YIELD FUND | 2018-03-20 | 2025-03-11 | $327 | $369 | -$42 | -$42 | |
| 52.602 ALLSPRING CORE BOND FUND | 2023-05-25 | 2025-03-11 | $581 | $578 | $3 | $3 | |
| 8. WISDOMTREE U.S. QUALITY DIVI | 2024-11-19 | 2025-03-11 | $635 | $665 | -$30 | -$30 | |
| 1.648 AMG RR SM CAP VAL-I | 2024-06-11 | 2025-08-26 | $28 | $25 | $3 | $3 | |
| 93.414 PZENA EMERG MKTS VALUE-INST | 2025-03-11 | 2025-08-26 | $1,367 | $1,184 | $183 | $183 | |
| 10. AVANTIS US LARGE CAP VALUE | 2025-03-11 | 2025-08-26 | $712 | $647 | $65 | $65 | |
| 6026.085 BLACKROCK TOTAL RETURN-I | 2025-08-26 | $59,960 | $61,066 | -$1,106 | -$1,106 | ||
| 38. DIMENSIONAL INTERNATIONAL VA | 2023-11-14 | 2025-08-26 | $1,730 | $1,242 | $488 | $488 | |
| 3358.83 DOUBLELINE TOTAL RETURN BOND | 2025-08-26 | $29,860 | $29,454 | $406 | $406 | ||
| 142.534 SEAFARER OVERSEAS GROWTH & | 2025-08-26 | $1,974 | $2,067 | -$93 | -$93 | ||
| 10.339 HARBOR MID CAP VALUE | 2024-06-11 | 2025-08-26 | $292 | $261 | $31 | $31 | |
| 131.169 WCM FOCUSED INTL GROWTH-INS | 2025-03-11 | 2025-08-26 | $3,484 | $3,014 | $470 | $470 | |
| 42. ISHARES CORE S&P 500 | 2025-08-26 | $27,119 | $24,803 | $2,316 | $2,316 | ||
| 3. ISHARES CORE S&P 500 | 2023-03-06 | 2025-08-26 | $1,937 | $1,224 | $713 | $713 | |
| 7. ISHARES MSCI INTL QUALITY | 2023-04-19 | 2025-08-26 | $302 | $252 | $50 | $50 | |
| 21. ISHARES CORE MSCI DEV MKTS | 2025-03-11 | 2025-08-26 | $1,646 | $1,447 | $199 | $199 | |
| 105.78 LONGLEAF PARTNERS FDS TR | 2021-03-24 | 2025-08-26 | $1,901 | $1,959 | -$58 | -$58 | |
| 663.695 MFS EMERGING MKTS DEBT FD-R6 | 2024-08-26 | 2025-08-26 | $8,203 | $8,110 | $93 | $93 | |
| 775.394 MFS EMERGING MKTS DEBT FD-R6 | 2025-08-26 | $9,584 | $11,039 | -$1,455 | -$1,455 | ||
| 6.7 PRINCIPAL MIDCAP FUND-R6 | 2018-03-20 | 2025-08-26 | $322 | $185 | $137 | $137 | |
| 2628.713 PGIM HIGH YIELD FUND | 2024-10-08 | 2025-08-26 | $12,854 | $12,749 | $105 | $105 | |
| 2021.936 PGIM HIGH YIELD FUND | 2025-08-26 | $9,887 | $10,758 | -$871 | -$871 | ||
| 69.013 TOUCHSTONE SANDS EM GR-R6 | 2025-08-26 | $1,146 | $1,305 | -$159 | -$159 | ||
| 4034.197 ALLSPRING CORE BOND FUND | 2025-08-26 | $44,820 | $44,278 | $542 | $542 | ||
| 6. WISDOMTREE U.S. QUALITY DIVI | 2023-09-26 | 2025-08-26 | $522 | $382 | $140 | $140 | |
| 109.854 LONGLEAF PARTNERS FDS TR | 2025-03-11 | 2025-09-03 | $1,974 | $1,704 | $270 | $270 | |
| 1063.368 LONGLEAF PARTNERS FDS TR | 2025-09-03 | $19,109 | $19,082 | $27 | $27 | ||
| 220. AVANTIS US LARGE CAP VALUE | 2025-03-11 | 2025-09-23 | $15,965 | $14,224 | $1,741 | $1,741 | |
| 143.962 SEAFARER OVERSEAS GROWTH & | 2025-03-11 | 2025-09-23 | $2,069 | $1,720 | $349 | $349 | |
| 1791.812 SEAFARER OVERSEAS GROWTH & | 2025-09-23 | $25,748 | $23,181 | $2,567 | $2,567 | ||
| 41.243 WCM FOCUSED INTL GROWTH-INS | 2025-03-11 | 2025-09-23 | $1,136 | $948 | $188 | $188 | |
| 679.316 WCM FOCUSED INTL GROWTH-INS | 2018-10-24 | 2025-09-23 | $18,715 | $9,972 | $8,743 | $8,743 | |
| 861. ISHARES MSCI INTL QUALITY | 2025-09-23 | $38,034 | $30,887 | $7,147 | $7,147 | ||
| 426. WISDOMTREE U.S. QUALITY DIVI | 2023-09-26 | 2025-09-23 | $38,112 | $27,130 | $10,982 | $10,982 | |
| CAPITAL GAIN DIVIDENDS | $8,943 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,943 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,943 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,943 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,943 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,943 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,943 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,943 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,943 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,943 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,943 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,943 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,943 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,943 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,943 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,943 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,943 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,943 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,943 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,943 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,943 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,943 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,943 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,943 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,943 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,943 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,943 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,943 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,943 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,943 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,943 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,943 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,943 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,943 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,943 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,943 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,943 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,943 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,943 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,943 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,943 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,943 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,943 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,943 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,943 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,943 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,943 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $57,504 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,048 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,048 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,048 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $474 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $474 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $574 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | SEE FOOTNOTE | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PNC BANK NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4124671575 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 FIRST AVE P7-PFSC-03-Z | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PNC BANK N A | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 FIRST AVE P7-PFSC-03-Z | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $11,437 | 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 | $1,019,587 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $48,848 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,068,435 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,068,435 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,027 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,052,408 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $52,620 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $52,620 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,048 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,048 | TotalTaxAmt |
| Distributable Before Adj | $51,572 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $51,572 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $51,572 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $48,892 | 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 | $48,892 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $51,572 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $43,462 | 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 | $48,892 | QualifyingDistributionsAmt |
| Applied To Year1 | $43,462 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,430 | 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 | $46,142 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PNC CHARITABLE GRANT REVIEW COMMITT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TOWER AT PNC PLAZA 300 FIFTH AVE | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4124671575 | RecipientPhoneNum |
| Form And Info And Materials | SEE FOOTNOTES | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE FOOTNOTES | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE FOOTNOTES | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BLESSINGS IN A BACKPACK INC | ||||||||
| 111 EAST WAYNE STREET STE 555 | FORT WAYNE | IN | 468022600 | NONE | PC | STUDENT SUPPLEMENTAL FOOD | $5,000 | |
| FORT WAYNE PHILHARMONIC ORCHESTRA INC | ||||||||
| 4901 FULLER DR | FORT WAYNE | IN | 46835 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| EARLY CHILDHOOD ALLIANCE INC | ||||||||
| 3320 FAIRFIELD AVENUE | FORT WAYNE | IN | 46807 | NONE | PC | TUITION ASSISTANCE | $6,000 | |
| ERIN'S HOUSE FOR GRIEVING CHILDREN INC | ||||||||
| 5670 YMCA PARK DR WEST | FORT WAYNE | IN | 468353280 | NONE | PC | PEER GRIEF SUPPORT | $5,000 | |
| CHILDREN'S HOPE INC | ||||||||
| 7922 W JEFFERSON BLVD | FORT WAYNE | IN | 46804 | NONE | PC | GENERAL SUPPORT | $4,500 | |
| INTERFAITH HOSPITALITY NETWORK | ||||||||
| 2925 E STATE BLVD | FORT WAYNE | IN | 46805 | NONE | PC | GENERAL SUPPORT | $3,000 | OF GREATER FORT WAYNE |
| FORT WAYNE ZOOLOGICAL SOCIETY | ||||||||
| 3411 SHERMAN BLVD | FORT WAYNE | IN | 468081522 | NONE | PC | COASTAL COVE PHASE II | $5,000 | |
| VISITING NURSE & HOSPICE HOME FDN INC | ||||||||
| 5910 HOMESTEAD RD | FORT WAYNE | IN | 46814 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| WELLSPRING INTERFAITH SOCIAL | ||||||||
| 1316 BROADWAY | FORT WAYNE | IN | 468023306 | NONE | PC | FUNDAMENTAL ASSISTANCE | $4,000 | SERVICES |
| LEXI'S VOICE | ||||||||
| 2305 WESTBROOK DR | FORT WAYNE | IN | 46805 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $43,500 | 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 |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $27,297 | 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 Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $57,504 | 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 | $84,801 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $84,801 | 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 (38 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 317609295 SEAFARER OVERSEAS GR | |||
| 74256W584 PRINCIPAL MIDCAP FUN | AT COST | $10,150 | $17,962 |
| 552746364 MFS EMERGING MKTS DE | |||
| 461418444 WCM FOCUSED INTL GRO | AT COST | $13,016 | $24,218 |
| 97717X669 WISDOMTREE U.S. QUAL | |||
| 464287200 ISHARES CORE S&P 500 | AT COST | $234,684 | $419,361 |
| 957663669 WESTERN ASSET CORE P | |||
| 74440Y884 PGIM HIGH YIELD FUND | |||
| 936793686 WASATCH INTL OPPORTU | |||
| 413838566 OAKMARK INTL SM CAP- | |||
| 89355J656 TRANSAMERICA SM CAP | |||
| 543069405 LONGLEAF PARTNERS FD | |||
| 89609H704 TRIBUTARY SMALL COMP | |||
| 557492485 MADISON MID CAP FUND | |||
| 00171A852 AMG RR SM CAP VAL-I | AT COST | $11,490 | $12,957 |
| 00770X675 PZENA EMERG MKTS VAL | AT COST | $20,484 | $27,768 |
| 256210105 DODGE & COX INCOME F | AT COST | $87,626 | $92,517 |
| 464288877 ISHARES MSCI EAFE VA | |||
| 89154M702 TOUCHSTONE SANDS EM | AT COST | $22,534 | $27,428 |
| 94987W513 ALLSPRING SPECIAL MI | |||
| 258620566 DOUBLELINE TOTAL RET | |||
| 46429B267 ISHARES U S TREASURY | AT COST | $59,474 | $60,297 |
| 46429B697 ISHARES MSCI USA MIN | |||
| 46434V456 ISHARES MSCI INTL QU | |||
| 94987W794 ALLSPRING CORE BOND | |||
| 04314H576 ARTISAN INTL SM/MID- | |||
| 09252M883 BLACKROCK TOTAL RETU | |||
| 25434V807 DIMENSIONAL INTERNAT | AT COST | $42,395 | $49,295 |
| 411512460 HARBOR MID CAP VALUE | AT COST | $12,122 | $13,649 |
| 589619824 MERIDIAN SMALL CAP G | AT COST | $13,157 | $13,833 |
| 025072349 AVANTIS US LARGE CAP | AT COST | $17,068 | $19,190 |
| 02631W607 AMER FND MULTI-SEC I | AT COST | $47,806 | $47,856 |
| 092528603 ISHARES FLEXIBLE INC | AT COST | $33,437 | $33,554 |
| 37954Y632 GLOBAL X ART INTEL & | AT COST | $50,815 | $54,301 |
| 46138E800 INVESCO CHINA TECHNO | AT COST | $26,700 | $26,428 |
| 46435G326 ISHARES CORE MSCI DE | AT COST | $39,848 | $43,917 |
| 52107V229 LAZARD INTL QLTY GRW | AT COST | $24,547 | $24,506 |
| 74440B884 PRUDENTIAL TOTAL RET | AT COST | $75,691 | $76,491 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| WASH SALES ADJUSTMENT | $159 |
| ROUNDING | $2 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MUTUAL FUND TIMING ADJ | Desc |
| Amt | $233 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GRANTMAKING FEES | CategoryTxt |
| Amt | $3,105 | Amt |
| Disbursements Charitable Prps | $3,105 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $63 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $474 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $195 | $195 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $57 | $57 | $0 |