FORSYTHE FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- FORSYTHE FOUNDATION (EIN 25-6072007)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-08
- IRS object ID
- 202611289349102241
- Schema version
- 2025v4.0
- 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 Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-08T14:01:37-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | 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 | 2025-01-01 | 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 | 4122583051 | 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 | 4122583051 | PhoneNum |
| Signature | 2026-03-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAWRENCE MCGUIRE | PreparerPersonNm |
| PTIN | P01233953 | PTIN |
| Phone | 4123556000 | PhoneNum |
| Preparation | 2026-03-26 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization4947a1 Trtd PF | Yes (X) | Organization4947a1TrtdPFInd |
| FMV Assets EOY | $1,093,215 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $27,428 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $27,327 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $46,758 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $438,545 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $46,758 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $74,186 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $74,085 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $12,727 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $10,182 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $2,545 | 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 | $3,016 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,016 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,312 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $464 | 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 | $17,055 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,646 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,561 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $43,597 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $43,597 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $60,652 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,646 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $49,158 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $13,534 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $63,439 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $40,870 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $28,305 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $28,305 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $818,926 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $845,297 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,064,910 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $859,796 | TotalAssetsBOYAmt |
| Total Assets EOY | $873,602 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,093,215 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $859,796 | CapitalStockBOYAmt |
| Capital Stock EOY | $873,602 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $859,796 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $873,602 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $859,796 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $873,602 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $859,796 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $13,534 | ExcessRevenueOverExpensesAmt |
| Other Increases | $282 | OtherIncreasesAmt |
| Subtotal | $873,612 | SubtotalAmt |
| Other Decreases | $10 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $873,602 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (88 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 317.582 AMG RR SM CAP VAL-I | 2024-06-11 | 2025-03-11 | $4,872 | $4,903 | -$31 | -$31 | |
| 676.977 ARTISAN INTL SM/MID-INST | 2024-08-20 | 2025-03-11 | $11,834 | $12,592 | -$758 | -$758 | |
| 39.37 BAIRD MIDCAP INST | 2024-06-11 | 2025-03-11 | $839 | $934 | -$95 | -$95 | |
| 38. DIMENSIONAL INTERNATIONAL VA | 2023-11-14 | 2025-03-11 | $1,487 | $1,242 | $245 | $245 | |
| 442.04 DOUBLELINE TOTAL RETURN BOND | 2023-05-25 | 2025-03-11 | $3,912 | $3,902 | $10 | $10 | |
| 59.506 HARBOR MID CAP VALUE | 2024-06-11 | 2025-03-11 | $1,485 | $1,503 | -$18 | -$18 | |
| 608.724 OAKMARK INTL SM CAP-R6 | 2019-04-04 | 2025-03-11 | $11,968 | $8,514 | $3,454 | $3,454 | |
| 2. ISHARES CORE S&P 500 | 2024-11-19 | 2025-03-11 | $1,127 | $1,182 | -$55 | -$55 | |
| 7. ISHARES MSCI INTL QUALITY | 2023-04-19 | 2025-03-11 | $280 | $252 | $28 | $28 | |
| 50.656 MFS EMERGING MKTS DEBT FD-R6 | 2019-04-04 | 2025-03-11 | $611 | $728 | -$117 | -$117 | |
| 335.545 MERIDIAN SMALL CAP GROW-INSTL | 2024-06-11 | 2025-03-11 | $4,094 | $4,295 | -$201 | -$201 | |
| 76.369 PGIM HIGH YIELD FUND | 2019-04-04 | 2025-03-11 | $367 | $415 | -$48 | -$48 | |
| 367.231 TOUCHSTONE MID CAP-R6 | 2022-03-01 | 2025-03-11 | $19,236 | $16,430 | $2,806 | $2,806 | |
| 59.849 ALLSPRING CORE BOND FUND | 2023-05-25 | 2025-03-11 | $661 | $658 | $3 | $3 | |
| 8. WISDOMTREE U.S. QUALITY DIVI | 2024-11-19 | 2025-03-11 | $635 | $665 | -$30 | -$30 | |
| 19. ISHARES CORE S&P 500 | 2024-11-19 | 2025-06-12 | $11,519 | $11,233 | $286 | $286 | |
| 81.923 PZENA EMERG MKTS VALUE-INST | 2025-03-11 | 2025-08-26 | $1,199 | $1,038 | $161 | $161 | |
| 7. AVANTIS US LARGE CAP VALUE | 2025-03-11 | 2025-08-26 | $499 | $453 | $46 | $46 | |
| 5842.597 BLACKROCK TOTAL RETURN-I | 2024-08-26 | 2025-08-26 | $58,134 | $59,244 | -$1,110 | -$1,110 | |
| 79.461 BLACKROCK TOTAL RETURN-I | 2025-03-11 | 2025-08-26 | $791 | $783 | $8 | $8 | |
| 35. DIMENSIONAL INTERNATIONAL VA | 2023-11-14 | 2025-08-26 | $1,592 | $1,144 | $448 | $448 | |
| 3300.97 DOUBLELINE TOTAL RETURN BOND | 2023-05-25 | 2025-08-26 | $29,346 | $29,000 | $346 | $346 | |
| 127.266 SEAFARER OVERSEAS GROWTH & | 2021-11-09 | 2025-08-26 | $1,763 | $1,703 | $60 | $60 | |
| 118.245 WCM FOCUSED INTL GROWTH-INS | 2025-03-11 | 2025-08-26 | $3,141 | $2,717 | $424 | $424 | |
| 20. ISHARES CORE S&P 500 | 2024-11-19 | 2025-08-26 | $12,915 | $11,824 | $1,091 | $1,091 | |
| 3. ISHARES MSCI INTL QUALITY | 2023-04-19 | 2025-08-26 | $129 | $108 | $21 | $21 | |
| 18. ISHARES CORE MSCI DEV MKTS | 2025-03-11 | 2025-08-26 | $1,411 | $1,240 | $171 | $171 | |
| 96.265 LONGLEAF PARTNERS FDS TR | 2021-03-24 | 2025-08-26 | $1,730 | $1,783 | -$53 | -$53 | |
| 693.534 MFS EMERGING MKTS DEBT FD-R6 | 2024-08-26 | 2025-08-26 | $8,572 | $8,475 | $97 | $97 | |
| 720.765 MFS EMERGING MKTS DEBT FD-R6 | 2019-04-04 | 2025-08-26 | $8,909 | $9,301 | -$392 | -$392 | |
| 2742.951 PGIM HIGH YIELD FUND | 2024-10-08 | 2025-08-26 | $13,413 | $13,303 | $110 | $110 | |
| 1827.583 PGIM HIGH YIELD FUND | 2019-04-04 | 2025-08-26 | $8,937 | $9,268 | -$331 | -$331 | |
| 58.712 TOUCHSTONE SANDS EM GR-R6 | 2025-03-11 | 2025-08-26 | $975 | $864 | $111 | $111 | |
| 3964.701 ALLSPRING CORE BOND FUND | 2023-05-25 | 2025-08-26 | $44,048 | $43,480 | $568 | $568 | |
| 4. WISDOMTREE U.S. QUALITY DIVI | 2023-09-26 | 2025-08-26 | $348 | $255 | $93 | $93 | |
| 128.704 LONGLEAF PARTNERS FDS TR | 2025-03-11 | 2025-09-03 | $2,313 | $1,996 | $317 | $317 | |
| 1032.054 LONGLEAF PARTNERS FDS TR | 2021-03-24 | 2025-09-03 | $18,546 | $17,847 | $699 | $699 | |
| 218. AVANTIS US LARGE CAP VALUE | 2025-03-11 | 2025-09-23 | $15,819 | $14,094 | $1,725 | $1,725 | |
| 103.183 SEAFARER OVERSEAS GROWTH & | 2025-03-11 | 2025-09-23 | $1,483 | $1,233 | $250 | $250 | |
| 1812.025 SEAFARER OVERSEAS GROWTH & | 2019-04-04 | 2025-09-23 | $26,039 | $21,446 | $4,593 | $4,593 | |
| 57.013 WCM FOCUSED INTL GROWTH-INS | 2025-03-11 | 2025-09-23 | $1,571 | $1,310 | $261 | $261 | |
| 656.305 WCM FOCUSED INTL GROWTH-INS | 2018-09-26 | 2025-09-23 | $18,081 | $11,164 | $6,917 | $6,917 | |
| 850. ISHARES MSCI INTL QUALITY | 2023-04-19 | 2025-09-23 | $37,548 | $30,454 | $7,094 | $7,094 | |
| 421. WISDOMTREE U.S. QUALITY DIVI | 2023-09-26 | 2025-09-23 | $37,664 | $26,812 | $10,852 | $10,852 | |
| CAPITAL GAIN DIVIDENDS | $6,702 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,702 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,702 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,702 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,702 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,702 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,702 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,702 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,702 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,702 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,702 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,702 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,702 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,702 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,702 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,702 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,702 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,702 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,702 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,702 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,702 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,702 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,702 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,702 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,702 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,702 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,702 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,702 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,702 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,702 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,702 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,702 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,702 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,702 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,702 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,702 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,702 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,702 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,702 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,702 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,702 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,702 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,702 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,702 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $46,758 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $882 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $882 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $882 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $517 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $517 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $365 | 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 FOOTNOTES | 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 | 4122583051 | 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) |
|---|---|---|
| NECT Filing In Lieu OF Form1041 | Yes (X) | NECTFilingInLieuOFForm1041Ind |
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| 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 | 3 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $12,727 | 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 | $1,015,383 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $33,734 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,049,117 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,049,117 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,737 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,033,380 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $51,669 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $51,669 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $882 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $882 | TotalTaxAmt |
| Distributable Before Adj | $50,787 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $50,787 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $50,787 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $49,158 | 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 | $49,158 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $50,787 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $43,597 | 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 | $49,158 | QualifyingDistributionsAmt |
| Applied To Year1 | $43,597 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,561 | 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 | $45,226 | 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 | 4122583051 | 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 (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| UNITED WAY WORLDWIDE | |||||||
| 701 N FAIRFAX ST | ALEXANDRIA | VA | 223142058 | NONE | PC | GENERAL SUPPORT | $10,500 |
| EVANS CITY PUBLIC LIBRARY | |||||||
| 204 S JACKSON STREET | EVANS CITY | PA | 16033 | NONE | PC | LIBRARY MAKE-OVER | $12,500 |
| BUTLER MEMORIAL HOSPITAL | |||||||
| 1 HOSPITAL WAY | BUTLER | PA | 160014670 | NONE | PC | GENERAL SUPPORT | $20,597 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $43,597 | 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 | $27,428 | 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 | $46,758 | 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 | $74,186 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $74,186 | 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 (31 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 317609295 SEAFARER OVERSEAS GR | |||
| 461418444 WCM FOCUSED INTL GRO | AT COST | $14,300 | $21,875 |
| 464287200 ISHARES CORE S&P 500 | AT COST | $231,986 | $415,074 |
| 552746364 MFS EMERGING MKTS DE | |||
| 74440Y884 PGIM HIGH YIELD FUND | |||
| 97717X669 WISDOMTREE U.S. QUAL | |||
| 413838566 OAKMARK INTL SM CAP- | |||
| 543069405 LONGLEAF PARTNERS FD | |||
| 00770X675 PZENA EMERG MKTS VAL | AT COST | $20,062 | $27,176 |
| 256210105 DODGE & COX INCOME F | AT COST | $88,220 | $90,995 |
| 89154M702 TOUCHSTONE SANDS EM | AT COST | $21,576 | $26,461 |
| 89155T490 TOUCHSTONE MID CAP-R | |||
| 25434V807 DIMENSIONAL INTERNAT | AT COST | $41,926 | $52,495 |
| 258620566 DOUBLELINE TOTAL RET | |||
| 46429B267 ISHARES U S TREASURY | AT COST | $58,894 | $59,174 |
| 46434V456 ISHARES MSCI INTL QU | |||
| 94987W794 ALLSPRING CORE BOND | |||
| 00171A852 AMG RR SM CAP VAL-I | AT COST | $12,237 | $11,928 |
| 04314H576 ARTISAN INTL SM/MID- | |||
| 057071813 BAIRD MIDCAP INST | AT COST | $16,686 | $13,394 |
| 09252M883 BLACKROCK TOTAL RETU | |||
| 411512460 HARBOR MID CAP VALUE | AT COST | $14,604 | $15,888 |
| 589619824 MERIDIAN SMALL CAP G | AT COST | $12,846 | $12,555 |
| 025072349 AVANTIS US LARGE CAP | AT COST | $16,874 | $19,776 |
| 02631W607 AMER FND MULTI-SEC I | AT COST | $47,298 | $47,298 |
| 092528603 ISHARES FLEXIBLE INC | AT COST | $33,062 | $32,876 |
| 37954Y632 GLOBAL X ART INTEL & | AT COST | $49,772 | $50,962 |
| 46138E800 INVESCO CHINA TECHNO | AT COST | $26,417 | $24,232 |
| 46435G326 ISHARES CORE MSCI DE | AT COST | $39,411 | $44,374 |
| 52107V229 LAZARD INTL QLTY GRW | AT COST | $24,275 | $22,920 |
| 74440B884 PRUDENTIAL TOTAL RET | AT COST | $74,851 | $75,457 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $10 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MUTUAL FUND TIMING ADJ | Desc |
| Amt | $282 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GRANTMAKING FEES | CategoryTxt |
| Amt | $3,016 | Amt |
| Disbursements Charitable Prps | $3,016 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $303 | $303 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $331 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $517 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $161 | $161 | $0 |