Civic Intelligence

Oceana Ball Trust

EIN 25-6056799 • 4947(a)1 • Pittsburgh, PA

Profile

Supporting organization for hospital services, ball pavilion

500 First Ave P7-pfsc-03-zPittsburgh, PA 15219

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

94th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

4947(a)1 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$1M-$5M nonprofits • Source year 2025

Net Margin

22nd percentile

-27%

Higher net margin than 22% of similar nonprofits.

4947(a)1 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

53rd percentile

$17,961

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 29.4% of source-year revenue.

4947(a)1 • $1M-$5M nonprofits • Source year 2025

Asset Growth

21st percentile

-1.2%

Faster asset growth than 21% of similar nonprofits.

4947(a)1 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

68th percentile

26%

Faster revenue growth than 68% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets94th percentile

Assets

Down

$1,271,554

Down $16,037 (-1.2%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$1,271,554

Down $16,037 (-1.2%) from 2024

Operations
Liabilities / Revenue33rd percentileNet Margin22nd percentile

Revenue

Up

$61,127

Up $12,790 (+26%) from 2024

Expenses

Down

$77,685

Down $717 (-0.9%) from 2024

Net Income

Up

-$16,558

Up $13,507 (+45%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth21st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2011: $1,039,356Liabilities 2011: $0Net Assets 2011: $1,039,3562011Assets 2012: $1,035,572Liabilities 2012: $0Net Assets 2012: $1,035,5722012Assets 2013: $1,074,226Liabilities 2013: $0Net Assets 2013: $1,074,2262013Assets 2014: $1,088,055Liabilities 2014: $0Net Assets 2014: $1,088,0552014Assets 2015: $1,130,505Liabilities 2015: $0Net Assets 2015: $1,130,5052015Assets 2016: $1,102,274Liabilities 2016: $0Net Assets 2016: $1,102,2742016Assets 2017: $1,148,364Liabilities 2017: $0Net Assets 2017: $1,148,3642017Assets 2018: $1,142,431Liabilities 2018: $0Net Assets 2018: $1,142,4312018Assets 2019: $1,343,894Liabilities 2019: $0Net Assets 2019: $1,343,8942019Assets 2020: $1,379,474Liabilities 2020: $0Net Assets 2020: $1,379,4742020Assets 2021: $1,374,244Liabilities 2021: $0Net Assets 2021: $1,374,2442021Assets 2022: $1,400,499Liabilities 2022: $0Net Assets 2022: $1,400,4992022Assets 2023: $1,318,002Liabilities 2023: $0Net Assets 2023: $1,318,0022023Assets 2024: $1,287,591Liabilities 2024: $0Net Assets 2024: $1,287,5912024Assets 2025: $1,271,554Liabilities 2025: $0Net Assets 2025: $1,271,5542025

Highlighted filing

2025

Assets$1,271,554
Liabilities$0
Net Assets$1,271,554
Open 2025 Filing

Operations Trend

Revenue Growth68th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KExpenses 2011: $57,1352011Expenses 2012: $56,9292012Expenses 2013: $59,3372013Revenue 2014: $77,511Expenses 2014: $63,682Net Income 2014: $13,8292014Revenue 2015: $116,595Expenses 2015: $70,427Net Income 2015: $46,1682015Revenue 2016: $46,647Expenses 2016: $74,878Net Income 2016: -$28,2312016Revenue 2017: $122,115Expenses 2017: $76,025Net Income 2017: $46,0902017Revenue 2018: $67,447Expenses 2018: $73,380Net Income 2018: -$5,9332018Revenue 2019: $271,380Expenses 2019: $69,918Net Income 2019: $201,4622019Revenue 2020: $106,419Expenses 2020: $70,839Net Income 2020: $35,5802020Revenue 2021: $71,039Expenses 2021: $74,735Net Income 2021: -$3,6962021Revenue 2022: $106,642Expenses 2022: $18,785Net Income 2022: $87,8572022Revenue 2023: -$2,908Expenses 2023: $80,277Net Income 2023: -$83,1852023Revenue 2024: $48,337Expenses 2024: $78,402Net Income 2024: -$30,0652024Revenue 2025: $61,127Expenses 2025: $77,685Net Income 2025: -$16,5582025

Highlighted filing

2025

Revenue$61,127
Expenses$77,685
Net Income-$16,558
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,271,554
Liabilities
$0
Net assets
$1,271,554
Revenue
$61,127
Expenses
$77,685
Net income
-$16,558
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.06$0.08$0.02
2024Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.05$0.08$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.00$0.08$0.08
2022Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.11$0.02$0.09
2021Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.07$0.07$0.00
2020Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.11$0.07$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.27$0.07$0.20
2018Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.07$0.07$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.12$0.08$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.05$0.07$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.12$0.07$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.08$0.06$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.07$0.00$1.07$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.04$0.00$1.04$0.06
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.04$0.00$1.04$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 21, 2025
Return Version
2024v5.2
Gross Receipts
$343,915
Mission and Program Overview

Mission

Supporting organization for hospital services, ball pavilion

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$1,287,591$1,271,554▼ $16,037
Investments in Publicly Traded Securities$1,260,509--
Investments Other Securities-$1,253,711-
Savings and Temporary Cash Investments$27,082$17,843▼ $9,239
Total Assets$1,287,591$1,271,554▼ $16,037
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,287,591$1,271,554▼ $16,037
Total Liabilities and Net Assets / Fund Balance$1,287,591$1,271,554▼ $16,037
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleBaseTotal
Pnc Bank N aTrustee$17,961$17,961
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$61,127
Other Revenue
$0
Change in Net Assets
$-16,558
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$59,344
Salaries, Compensation, and Employee Benefits$17,960
Other Expenses$381
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$59,344--$59,344
Current Officers, Directors, Trustees, and Key Employees$3,592$14,368-$17,960
Other Expenses-$87-$87
Total Functional Expenses$62,936$14,749$0$77,685
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Ball Pavilion IncErie, PA501(c)(3)Unrestricted Grants Per Terms of Trust Instrument$59,344
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

“Oceana ball charitable trust is a trust fund and has no written policy regarding documentation of meetings and written actions of its governing body and committees with authority to act on its behalf.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“Oceana ball charitable trust is a trust fund and has no written policy regarding documentation of meetings and written actions of its governing body and committees with authority to act on its behalf.”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“Pnc bank as sole trustee of the trust prepares the tax returns for this trust, thus form 990 is prepared by the governing body.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C

“The conflict of interest policy of pnc charitable trust requires an annul affirmation that it has been received, read, understood and agreed to be complied with. In addition, the policy requires an annual disclosure of the existence and nature of any affiliation in which a party would be considered an "interested person" under the policy.”

Form 990, Page 6, Part VI, Line 18

“Form 990 and related financial statements are made available through request. .”

Form 990, Page 6, Part VI, Line 19

“Form 990 and related financial statements are made available through request. The governing documents and conflict of interest policy are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Oceana Ball Trust
EIN
25-6056799
Phone
4122094730
Address
500 FIRST AVE P7-PFSC-03-Z, PITTSBURGH, PA 15219

Signing Officer

Name
Pnc Bank N a
Title
Tax Manager
Phone
4122094730
Signed
2025-10-21
Discuss with paid preparer
Yes

Organization Details

Formed
1933
Legal Domicile
Pa
Voting Board Members
0
Independent Board Members
0
Employees
0

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Lawrence Mcguire
Phone
4123556000
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“Mutual fund timing adj: $592, roc on cy sales: ($58), rounding: ($13)”

Raw XML Appendix349 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0SUPPORTING ORGANIZATION FOR HOSPITAL SERVICES, BALL PAVILION
IRS990/AddressChangeInd0X
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0PNC BANK NA
IRS990/BooksInCareOfDetail/PhoneNum04122094730
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0500 FIRST AVE P7-PFSC-03-Z
IRS990/BooksInCareOfDetail/USAddress/CityNm0PITTSBURGH
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd015219
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt01287591
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt01271554
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt014368
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt03592
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt017960
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt059344
IRS990/CYInvestmentIncomeAmt061127
IRS990/CYOtherExpensesAmt0381
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-16558
IRS990/CYSalariesCompEmpBnftPaidAmt017960
IRS990/CYTotalExpensesAmt077685
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt061127
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0UNRESTRICTED GRANTS PER TERMS OF TRUST INSTRUMENT TO BALL PAVILION
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExcsTaxSect4951Or4952Or4953Ind0false
IRS990/ExpenseAmt062936
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.0
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/PersonNm0PNC BANK N A
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt017961
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01933
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt023349
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt00
IRS990/GrantAmt059344
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt059344
IRS990/GrantsToDomesticOrgsGrp/TotalAmt059344
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0306137
IRS990/GrossReceiptsAmt0343915
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt037778
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt037778
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt01253711
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01260509
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0PA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0282788
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0false
IRS990/MissionDesc0SUPPORTING ORGANIZATION FOR HOSPITAL SERVICES, BALL PAVILION
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01287591
IRS990/NetAssetsOrFundBalancesEOYAmt01271554
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt023349
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt023349
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization4947a1NotPFInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0true
IRS990/OtherChangesInNetAssetsAmt0521
IRS990/OtherExpensesGrp/Desc0FOREIGN TAXES QUAL DIV
IRS990/OtherExpensesGrp/Desc1FOREIGN TAXES NON QUAL DIV
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0294
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt187
IRS990/OtherExpensesGrp/TotalAmt0294
IRS990/OtherExpensesGrp/TotalAmt187
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0ALEXANDRA LAUGHLIN CO PNC BANK
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt061644
IRS990/PYInvestmentIncomeAmt048337
IRS990/PYOtherExpensesAmt0170
IRS990/PYRevenuesLessExpensesAmt0-30065
IRS990/PYSalariesCompEmpBnftPaidAmt016588
IRS990/PYTotalExpensesAmt078402
IRS990/PYTotalRevenueAmt048337
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-16558
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt027082
IRS990/SavingsAndTempCashInvstGrp/EOYAmt017843
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt00
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt00
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt00
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE OCEANA BALL TRUST MAINTAINS A CLOSE AND CONTINUOUS WORKING RELATIO NSHIP WITH THE SUPPORTED ORGANIZATION BY HAVING MEETINGS ABOUT INVESTM ENTS AND GENERAL OPERATIONS OF THE TRUST, DISBURSING FUNDS ONLY TO QUA LIFYING CHARITABLE ORGANIZATIONS AS DIRECTED BY THE TRUST'S GOVERNING INSTRUMENT TO BE USED ONLY IN ACCORDANCE WITH THE GOVERNING INSTRUMENT , AND PROVIDING STATEMENTS OF TRUST ACTIVITIES.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1The Trust was established before 11/20/1970 and did not receive any additional contributions, grants, requests, or other transfers on or after that date. The governing instrument requires the trust to distribute all of the net income to a designated public charity and the trustee has not discretion to vary the beneficiaries or the amounts payable to the beneficiaries.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2The trustees, none of which would be disqualified persons to this trust, makes annual written reports to the supported organization with respect to such trust setting forth a description of the assets of the trust including a detailed list of the income produced
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3The Trust is functionally integrated with its supported organization, the Ball Pavilion, which operates an 85 bed skilled nursing facility. Ms. Oceana Ball died in 1933 and left funding under her will to provide for a home for the aged, and under a court order, the Trustee must work closely with the Treasurer of the Ball Pavilion to for various maintenance, loan reduction payments.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt4In addition, the trust reduces the cost of care for the residents. The funding from this trust is critical to the operations of the facility.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt5While the supported organization relies on the experience and expertise of the Institutional Trustee to invest and manage the investments in the Trust, due to the close and continuous relationship, the supported organization has a significant voice in investment decisions
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0LINE 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1SCHEDULE A, PART V
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2SCHEDULE A, PART V CONTINUED
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3LINE 2A AND 2B
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc4LINE 2A AND 2B
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc5Sch A Part IV Sec D line 3
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0251311972
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt059344
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0THE BALL PAVILION INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt059344
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt059344
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0UNRESTRICTED GRANTS PER TERMS OF TRUST INSTRUMENT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0THE BALL PAVILION INC
IRS990ScheduleI/RecipientTable/RecipientEIN0251311972
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt05416 EAST LAKE ROAD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0ERIE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0PA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd016511
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0OCEANA BALL CHRITABLE TRUST, IS A TRUST FUND THAT DISBURSES FUNDS ONLY TO QUALIFYING CHARITABLE ORGANIZATIONS AS DIRECTED BY THE TRUST'S GOVERNING INSTRUMENT TO BE USED ONLY IN ACCORDANCE WITH THE GOVERNING INSTRUMENT.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OCEANA BALL CHARITABLE TRUST IS A TRUST FUND AND HAS NO WRITTEN POLICY REGARDING DOCUMENTATION OF MEETINGS AND WRITTEN ACTIONS OF ITS GOVERNING BODY AND COMMITTEES WITH AUTHORITY TO ACT ON ITS BEHALF.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OCEANA BALL CHARITABLE TRUST IS A TRUST FUND AND HAS NO WRITTEN POLICY REGARDING DOCUMENTATION OF MEETINGS AND WRITTEN ACTIONS OF ITS GOVERNING BODY AND COMMITTEES WITH AUTHORITY TO ACT ON ITS BEHALF.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PNC BANK AS SOLE TRUSTEE OF THE TRUST PREPARES THE TAX RETURNS FOR THIS TRUST, THUS FORM 990 IS PREPARED BY THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE CONFLICT OF INTEREST POLICY OF PNC CHARITABLE TRUST REQUIRES AN ANNUL AFFIRMATION THAT IT HAS BEEN RECEIVED, READ, UNDERSTOOD AND AGREED TO BE COMPLIED WITH. IN ADDITION, THE POLICY REQUIRES AN ANNUAL DISCLOSURE OF THE EXISTENCE AND NATURE OF ANY AFFILIATION IN WHICH A PARTY WOULD BE CONSIDERED AN "INTERESTED PERSON" UNDER THE POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FORM 990 AND RELATED FINANCIAL STATEMENTS ARE MADE AVAILABLE THROUGH REQUEST. .
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5FORM 990 AND RELATED FINANCIAL STATEMENTS ARE MADE AVAILABLE THROUGH REQUEST. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MUTUAL FUND TIMING ADJ: $592, ROC ON CY SALES: ($58), ROUNDING: ($13)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6EXPLANATION FOR FORM 990, PART XI, LINE 9
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IRS990ScheduleR/AssetSaleToOtherOrgInd0false
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0THE BALL PAVILION INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0251311972
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0RETIREMENT COMMUNITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt05416 EAST LAKE ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0ERIE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd016511
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IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
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IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
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IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt059344
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0THE BALL PAVILION INC
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IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01287591
IRS990/TotalAssetsEOYAmt01271554
IRS990/TotalAssetsGrp/BOYAmt01287591
IRS990/TotalAssetsGrp/EOYAmt01271554
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt014749
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt062936
IRS990/TotalFunctionalExpensesGrp/TotalAmt077685
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01287591
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01271554
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt062936
IRS990/TotalReportableCompFromOrgAmt017961
IRS990/TotalRevenueGrp/ExclusionAmt061127
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt061127
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01287591
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01271554
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0116 ALLEGHENY CENTER MALL
IRS990/USAddress/CityNm0PITTSBURGH
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd015212
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PNC BANK N A
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TAX MANAGER
ReturnHeader/BusinessOfficerGrp/PhoneNum04122094730
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OCEANA BALL TRUST
ReturnHeader/Filer/BusinessNameControlTxt0BALL
ReturnHeader/Filer/EIN0256056799
ReturnHeader/Filer/PhoneNum04122094730
ReturnHeader/Filer/USAddress/AddressLine1Txt0500 FIRST AVE P7-PFSC-03-Z
ReturnHeader/Filer/USAddress/CityNm0PITTSBURGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
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ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0920460586
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PWC US TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0301 GRANT STREET 45TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015219
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAWRENCE MCGUIRE
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-11-12T11:01:35-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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