Civic Intelligence

Glenna R Joyce Charitable Trust

EIN 31-6216454 • 501(c)3 • Pittsburgh, PA

Profile

To support the university of notre dame, the ohio state university, fr flanagans boys homes, boys & girls club of columbus, easter seals central & se oh, salvation army of columbus oh, and st vincent family centers

116 Allegheny Center Mall P8yb3502lPittsburgh, PA 15212

www.pnc.com

Siviq Scores

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

Liabilities / Assets

4th percentile

0.00x

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

501(c)3 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

5th percentile

0.00x

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

501(c)3 • $25M-$50M nonprofits • Source year 2024

Net Margin

13th percentile

-15%

Higher net margin than 13% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

50th percentile

$264,119

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 20.3% of source-year revenue.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Asset Growth

27th percentile

-0.7%

Faster asset growth than 27% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

5th percentile

-41%

Faster revenue growth than 5% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Assets

Up

$37,863,936

Up $484,223 (+1.3%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Up

$37,863,936

Up $484,223 (+1.3%) from 2022

Revenue

Up

$1,301,956

Up $779,831 (+149%) from 2022

Expenses

Up

$1,501,814

Up $115,042 (+8.3%) from 2022

Net Income

Up

-$199,858

Up $664,789 (+77%) from 2022

Trend Graphs

Balance Sheet Trend

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

$40M$30M$20M$10M$0Assets 2010: $24,013,402Liabilities 2010: $0Net Assets 2010: $24,013,4022010Assets 2011: $24,200,890Liabilities 2011: $0Net Assets 2011: $24,200,8902011Assets 2012: $23,921,951Liabilities 2012: $0Net Assets 2012: $23,921,9512012Assets 2013: $24,350,569Liabilities 2013: $0Net Assets 2013: $24,350,5692013Assets 2015: $26,460,886Liabilities 2015: $0Net Assets 2015: $26,460,8862015Assets 2016: $28,043,187Liabilities 2016: $0Net Assets 2016: $28,043,1872016Assets 2022: $37,379,713Liabilities 2022: $0Net Assets 2022: $37,379,7132022Assets 2024: $37,863,936Liabilities 2024: $0Net Assets 2024: $37,863,9362024

Highlighted filing

2024

Assets$37,863,936
Liabilities$0
Net Assets$37,863,936

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $1,067,2942010Expenses 2011: $804,8692011Expenses 2012: $1,290,8602012Revenue 2013: $1,570,752Expenses 2013: $1,142,134Net Income 2013: $428,6182013Revenue 2015: $2,508,508Expenses 2015: $1,201,663Net Income 2015: $1,306,8452015Revenue 2016: $2,827,430Expenses 2016: $1,238,337Net Income 2016: $1,589,0932016Revenue 2022: $522,125Expenses 2022: $1,386,772Net Income 2022: -$864,6472022Revenue 2024: $1,301,956Expenses 2024: $1,501,814Net Income 2024: -$199,8582024

Highlighted filing

2024

Revenue$1,301,956
Expenses$1,501,814
Net Income-$199,858

Filings

Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Apr 26, 2023
Return Version
2022v5.0
Gross Receipts
$20,326,118
Mission and Program Overview

Mission

To support the university of notre dame, the ohio state university, fr flanagans boys homes, boys & girls club of columbus, easter seals central & se oh, salvation army of columbus oh, and st vincent family centers

To support the university of notre dame, the ohio state university, fl flanagans boys homes, boys & girls club of columbus, easter seals central & se oh, salvation army of columbus oh, and st vincent family centers.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$38,068,327$37,379,713▼ $688,614
Investments in Publicly Traded Securities$38,003,596$36,713,636▼ $1,289,960
Savings and Temporary Cash Investments$779,025$785,028▲ $6,003
Cash and Non-Interest-Bearing Accounts$-714,294$-118,951▲ $595,343
Total Assets$38,068,327$37,379,713▼ $688,614
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$38,068,327$37,379,713▼ $688,614
Total Liabilities and Net Assets / Fund Balance$38,068,327$37,379,713▼ $688,614
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
-TrusteeFT$244,945$244,945
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$521,844
Other Revenue
$281
Change in Net Assets
$-864,647
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,074,474
Salaries, Compensation, and Employee Benefits$244,945
Other Expenses$67,353
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,074,474--$1,074,474
Current Officers, Directors, Trustees, and Key Employees$48,989$195,956-$244,945
Fees for Services Management-$44,834-$44,834
Other Expenses$200$2,971-$2,971
Total Functional Expenses$1,123,663$263,109$0$1,386,772
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of Notre DameNotre Dame, IN501 C 3Scholarships$762,954
The Ohio State UniversityColumbus, OH501 C 3Scholarships$307,820
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

Glenna r. Joyce 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

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, arranges for the preparation of form 990. Returns are submitted to the trustee for review prior to filing.

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

The conflict of interest policy of pnc charitable trust requires an annual 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 requests.

Form 990, Page 6, Part VI, Line 19

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

Filing and Contact Details

Filer

Filer Name
Glenna R Joyce Trust
EIN
31-6216454
Phone
4124671575
Address
116 ALLEGHENY CENTER MALL P8YB3502L, PITTSBURGH, PA 15212

Signing Officer

Name
Pnc Bank N a
Title
Tax Manager
Phone
4124671575
Signed
2023-04-26
Discuss with paid preparer
Yes

Organization Details

Formed
2007
Legal Domicile
Oh
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Ernst & Young US Llp
Address
2100 ONE PPG PLACE, PITTSBURGH, PA 15222
Preparer
Jason Belot
Phone
3302555814
Supplemental Narrative

Additional Explanations

EXPLANATION FOR FORM 990, PAGE 2, PART III, LINE 4D

Boys & girls club of columbus, easter seals central & se oh, salvation army of columbus oh and st. Vincent family centers

Explanation for Form 990, Part XI, Line 9

2021 transactions posted in 2022 of $7,537, plus 2021 sales settled in 2022 of $178,848, plus 2022 sales settled in 2023 of $450, plus an adjustment to income of $2,080 plus a prior period adjustment of $75, less 2022 transactions posted in 2023 of ( $16,713 ) plus non-cash transactions of $3,643 less rounding adjustment of $39 plus liquidation distributions of $152.

Raw XML AppendixShowing 400 of 575 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.

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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0GLENNA R. JOYCE TRUST MAINTAINS A CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH THE SUPPORTED ORGANIZATIONS BY HOLDING MEETINGS TO DISCUSS INVESTMENTS AND THE GENERAL OPERATION OF THE TRUST, INCLUDING THE DISBURSEMENT OF FUNDS, TIMING OF GRANTS, AND NEEDS OF THE SUPPORTED ORGANIZATIONS WITHIN THE TERMS OF THE TRUST AGREEMENT.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1IN ADDITION GLENNA R. JOYCE TRUST PROVIDES MONTHLY STATEMENTS THAT OUTLINE THE HOLDINGS AND ACTIVITIES OF THE TRUST AND THE INFORMATION REQUIRED AS PART OF THE ANNUAL NOTIFICATION REQUIREMENT.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2THE TRUST MAKES DISTRIBUTIONS TO SUPPORTING ORGANIZATIONS IN ACCORDANCE WITH ITS TRUST DOCUMENT.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3WHILE 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/FormAndLineReferenceDesc0PART IV, SECTION D, LINE 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION D, LINE 2 (CONT)
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2PART V, SECTION D, LINE 8
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3PART IV, LINE 3
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IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt60
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0UNIVERSITY OF NOTRE DAME
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1The Ohio State University
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2The Salvation Army
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt3Boys and Girls Club of Columbus
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt4FATHER FLANAGANS BOYS HOME
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt5St Vincent Family Centers
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt6Easter Seals Central SE OH
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IRS990ScheduleI/RecipientTable/IRCSectionDesc0501 C 3
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501 C 3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SCHOLARSHIPS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1SCHOLARSHIPS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0UNIVERSITY OF NOTRE DAME
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1THE OHIO STATE UNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientEIN0350868188
IRS990ScheduleI/RecipientTable/RecipientEIN1311145986
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0OFFICE OF STUDENT FINANCIAL SERVICE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1SCHOLARSHIPS FUNDS MGMT
IRS990ScheduleI/RecipientTable/USAddress/CityNm0NOTRE DAME
IRS990ScheduleI/RecipientTable/USAddress/CityNm1Columbus
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GLENNA R. JOYCE 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
IRS990ScheduleI/Total501c3OrgCnt02
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOYS & GIRLS CLUB OF COLUMBUS, EASTER SEALS CENTRAL & SE OH, SALVATION ARMY OF COLUMBUS OH AND ST. VINCENT FAMILY CENTERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GLENNA R. JOYCE 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/ExplanationTxt2IS 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/ExplanationTxt3PNC BANK, AS SOLE TRUSTEE, ARRANGES FOR THE PREPARATION OF FORM 990. RETURNS ARE SUBMITTED TO THE TRUSTEE FOR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE CONFLICT OF INTEREST POLICY OF PNC CHARITABLE TRUST REQUIRES AN ANNUAL 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/ExplanationTxt5FORM 990 AND RELATED FINANCIAL STATEMENTS ARE MADE AVAILABLE THROUGH REQUESTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6FORM 990 AND RELATED FINANCIAL STATEMENTS ARE MADE AVAILABLE THROUGH REQUESTS. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt72021 transactions posted in 2022 of $7,537, plus 2021 sales settled in 2022 of $178,848, plus 2022 sales settled in 2023 of $450, plus an adjustment to income of $2,080 plus a prior period adjustment of $75, less 2022 transactions posted in 2023 of ( $16,713 ) plus non-cash transactions of $3,643 less rounding adjustment of $39 plus liquidation distributions of $152.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 2, PART III, LINE 4d
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7EXPLANATION FOR FORM 990, PART XI, LINE 9
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0THE SALVATION ARMY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1EASTER SEALS CENTRAL & SE OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2ST VINCENT FAMILY CENTERS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3BOYS & GIRLS CLUBS OF OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt4THE OHIO STATE UNIVERSITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt5UNIVERSITY OF NOTRE DAME
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt6FATHER FLANAGANS BOYS HOME
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1314379471
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN6470376606

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