Civic Intelligence

Gradie R Rowntree Tr Agreement Dtd 12161971

990PF • Fiscal year 2022 • EIN 26-6678555

Aug 01, 2021 to Jul 31, 2022 • Filed on Sep 29, 2022

Organization Profile
116 Allegheny Center Mall P8yb3502lPittsburgh, PA 15212

(412) 762-2758

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

61st percentile

11%

Higher net margin than 61% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

84th percentile

$7,340

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 11.5% of source-year revenue.

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

56th percentile

2.1%

Faster asset growth than 56% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

95th percentile

352%

Faster revenue growth than 95% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$394,791

Up $8,010 (+2.1%) from 2021

Net Assets

Up

$394,791

Up $8,010 (+2.1%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin61st percentile

Revenue

Up

$63,969

Up $49,801 (+352%) from 2021

Expenses

Up

$56,916

Up $45,522 (+400%) from 2021

Net Income

Up

$7,053

Up $4,279 (+154%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0Assets 2012: $325,419Liabilities 2012: $0Net Assets 2012: $325,4192012Assets 2013: $350,316Liabilities 2013: $0Net Assets 2013: $350,3162013Assets 2014: $355,331Liabilities 2014: $0Net Assets 2014: $355,3312014Assets 2015: $352,690Liabilities 2015: $0Net Assets 2015: $352,6902015Assets 2017: $356,206Liabilities 2017: $0Net Assets 2017: $356,2062017Assets 2018: $360,237Liabilities 2018: $0Net Assets 2018: $360,2372018Assets 2019: $384,545Liabilities 2019: $0Net Assets 2019: $384,5452019Assets 2021: $386,781Liabilities 2021: $0Net Assets 2021: $386,7812021Assets 2022: $394,791Liabilities 2022: $0Net Assets 2022: $394,7912022Assets 2025: $420,838Liabilities 2025: $0Net Assets 2025: $420,8382025

Highlighted filing

2022

Assets$394,791
Liabilities$0
Net Assets$394,791
Open 2022 Filing

Operations Trend

Revenue Growth95th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$80K$60K$40K$20K$0-$20KExpenses 2012: $23,0672012Expenses 2013: $21,1812013Revenue 2014: $29,758Expenses 2014: $24,743Net Income 2014: $5,0152014Revenue 2015: $26,524Expenses 2015: $26,705Net Income 2015: -$1812015Revenue 2017: $31,035Expenses 2017: $31,278Net Income 2017: -$2432017Revenue 2018: $28,271Expenses 2018: $24,239Net Income 2018: $4,0322018Revenue 2019: $64,256Expenses 2019: $39,947Net Income 2019: $24,3092019Revenue 2021: $14,168Expenses 2021: $11,394Net Income 2021: $2,7742021Revenue 2022: $63,969Expenses 2022: $56,916Net Income 2022: $7,0532022Revenue 2025: $25,063Expenses 2025: $20,840Net Income 2025: $4,2232025

Highlighted filing

2022

Revenue$63,969
Expenses$56,916
Net Income$7,053
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2021 to Jul 31, 2022
Signed
Sep 29, 2022
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PNC BANK NATrustee-$7,340-$7,340
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUNIVERSITY OF LOUISVILLE FOUNDATIONGENERAL SUPPORTPCLOUISVILLE, KY, US$44,661
Filing and Contact Details

Filer

Filer Name
Gradie R Rowntree Md
EIN
26-6678555
Phone
4127622758
Address
116 ALLEGHENY CENTER MALL P8YB3502L, PITTSBURGH, PA 15212

Signing Officer

Name
Pnc Bank N a
Title
Vice President
Phone
4127622758
Signed
2022-09-29
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
2100 ONE PPG PLACE, PITTSBURGH, PA 15222
Preparer
Jason Belot
Phone
3302555814
Raw XML Appendix329 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
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt058194
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1100176
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt226709
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt324729
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt438202
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt544816
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt612509
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt713000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt823841
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt915000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0057071854 BAIRD AGGREGATE BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt124610C840 DELAWARE VALUE FUND-
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt231423A671 FEDERATED HERMES INT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3464287200 ISHARES CORE S&P 500
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt452106N459 LAZARD GLOBAL LISTED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5741479406 T ROWE PR GROWTH STO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt674440B884 PRUDENTIAL TOTAL RET
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7779556406 T ROWE PR MID CAP GR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8922908686 VANGUARD SM-CAP INDX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt994987W513 ALLSPRING SPECIAL MI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1009260B382 BLACKROCK STRATEGIC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt054779
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt191843
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt230919
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt343499
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4115156
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt538801
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt626149
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt715906
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt831132
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt913886
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt015875
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt043266
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0PRIOR YEAR TAX REI
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt04828
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt063969
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt063969
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt043266
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt01468
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt05872
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt07340
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt044661
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt044661
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt015875
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt015875
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt07053
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt064944
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt043266
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt053181
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt04828
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt088
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt04915
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt046129
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt05960
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt056916
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt059141
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt063969
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01468
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt05960
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt012255
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02019-02-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt021678
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt02928
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt140338
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt02928
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt024606
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc01494. LAZARD GLOBAL LISTED INFRASTRUCTURE PORTFOLIO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02021-08-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt043266
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt07053
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0226
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01183
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0395017
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0386781
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0394791
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt027138
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt027138
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt027138
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt027877
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0739
IRS990PF/DistributableAmountGrp/TotalTaxAmt0739
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0108
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0739
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0739
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0739
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0631
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0108
IRS990PF/FMVAssetsEOYAmt0499685
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0386781
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0394791
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0-264
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0363854
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0357176
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0462070
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt023191
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt037615
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt037615
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0386781
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0394791
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0499685
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0386781
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0394791
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0386781
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0394791
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0566026
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0566026
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt08490
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt027877
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0557536
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0566026
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt07340
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0PNC BANK NA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0116 ALLEGHENY CENTER MALL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0PITTSBURGH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd015212
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt046129
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt046129
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt00
IRS990PF/PFQualifyingDistributionsGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0116 ALLEGHENY CENTER MALL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PITTSBURGH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0PA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd015212
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0KY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0PNC BANK N A
IRS990PF/StatementsRegardingActyGrp/PhoneNum04127622758
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt044661
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0UNIVERSITY OF LOUISVILLE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0215 CENTRAL AVENUE SUITE 212
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LOUISVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0402081451
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt044661
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt02638
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt016091
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt027400
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt027138
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt046129
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt016091
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt024500
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt027400
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0226
OtherDecreasesSchedule/OtherDecreasesDetail/Desc02021 TRANSACTIONS POSTED IN 2022
OtherIncomeSchedule2/OtherIncomeDetail/Desc0PRIOR YEAR TAX REIMBURSED
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt04828
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0101
OtherIncreasesSchedule/OtherIncreasesDetail/Amt11081
OtherIncreasesSchedule/OtherIncreasesDetail/Amt21
OtherIncreasesSchedule/OtherIncreasesDetail/Desc02020 TRANSACTIONS POSTED IN 2021
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1PRIOR YEAR ADJUSTMENT
OtherIncreasesSchedule/OtherIncreasesDetail/Desc2ROUNDING
TaxesSchedule/TaxesDetail/Amt04827
TaxesSchedule/TaxesDetail/Amt188
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt188
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PNC BANK N A
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04127622758
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-09-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GRADIE R ROWNTREE MD
ReturnHeader/Filer/BusinessNameControlTxt0ROWN
ReturnHeader/Filer/EIN0266678555
ReturnHeader/Filer/PhoneNum04127622758
ReturnHeader/Filer/USAddress/AddressLine1Txt0116 ALLEGHENY CENTER MALL P8YB3502L
ReturnHeader/Filer/USAddress/CityNm0PITTSBURGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd015212
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02100 ONE PPG PLACE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015222
ReturnHeader/PreparerPersonGrp/PhoneNum03302555814
ReturnHeader/PreparerPersonGrp/PreparationDt02022-09-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JASON BELOT
ReturnHeader/ReturnTs02022-11-10T13:00:21-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PHYL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DIVINE
ReturnHeader/TaxPeriodBeginDt02021-08-01
ReturnHeader/TaxPeriodEndDt02022-07-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$394,791
Liabilities
$0
Net assets
$394,791
Revenue
$63,969
Expenses
$56,916
Net income
$7,053
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.21$0.00$4.21$0.25$0.21$0.04
2022Detailed filing. Detailed filing data is available for this year.$3.95$0.00$3.95$0.64$0.57$0.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.87$0.00$3.87$0.14$0.11$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.85$0.00$3.85$0.64$0.40$0.24
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.60$0.00$3.60$0.28$0.24$0.04
2017Detailed filing. Detailed filing data is available for this year.$3.56$0.00$3.56$0.31$0.31$0.00
2015Detailed filing. Detailed filing data is available for this year.$3.53$0.00$3.53$0.27$0.27$0.00
2014Detailed filing. Detailed filing data is available for this year.$3.55$0.00$3.55$0.30$0.25$0.05
2013Detailed filing. Detailed filing data is available for this year.$3.50$0.00$3.50$0.21
2012Detailed filing. Detailed filing data is available for this year.$3.25$0.00$3.25$0.23