Civic Intelligence

St. Francis Charitable Trust

990 • Fiscal year 2024 • EIN 37-6119749

Oct 01, 2023 to Sep 30, 2024 • Filed on Feb 04, 2025

Organization ProfileN/A
500 First Ave P7-pfsc-03-zPittsburgh, PA 15219

(412) 565-4532

Siviq Scores

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

Liabilities / Assets

3rd percentile

0.00x

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

2024 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

3rd percentile

0.00x

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

2024 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2024

Net Margin

96th percentile

74%

Higher net margin than 96% of similar nonprofits.

2024 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2024

Top Officer Pay

9th percentile

$111,033

Higher top officer pay than 9% of similar nonprofits.

Top officer pay equals 3.2% of source-year revenue.

2024 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2024

Asset Growth

41st percentile

4.2%

Faster asset growth than 41% of similar nonprofits.

2024 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

2nd percentile

-64%

Faster revenue growth than 2% of similar nonprofits.

2024 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets3rd percentile

Assets

Up

$62,074,394

Up $2,475,813 (+4.2%) from 2023

Net Assets

Up

$62,074,394

Up $2,475,813 (+4.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue3rd percentileNet Margin96th percentile

Revenue

Down

$3,477,332

Down $6,277,995 (-64%) from 2023

Expenses

Down

$905,703

Down $165,450 (-15%) from 2023

Net Income

Down

$2,571,629

Down $6,112,545 (-70%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$80M$60M$40M$20M$0Assets 2011: $26,076,155Liabilities 2011: $0Net Assets 2011: $26,076,1552011Assets 2012: $27,323,673Liabilities 2012: $0Net Assets 2012: $27,323,6732012Assets 2013: $30,583,004Liabilities 2013: $0Net Assets 2013: $30,583,0042013Assets 2014: $34,498,537Liabilities 2014: $0Net Assets 2014: $34,498,5372014Assets 2015: $36,662,435Liabilities 2015: $0Net Assets 2015: $36,662,4352015Assets 2016: $37,713,526Liabilities 2016: $0Net Assets 2016: $37,713,5262016Assets 2017: $39,059,668Liabilities 2017: $0Net Assets 2017: $39,059,6682017Assets 2018: $42,360,413Liabilities 2018: $0Net Assets 2018: $42,360,4132018Assets 2019: $43,185,315Liabilities 2019: $0Net Assets 2019: $43,185,3152019Assets 2020: $45,401,641Liabilities 2020: $0Net Assets 2020: $45,401,6412020Assets 2021: $49,616,857Liabilities 2021: $0Net Assets 2021: $49,616,8572021Assets 2022: $51,020,333Liabilities 2022: $0Net Assets 2022: $51,020,3332022Assets 2023: $59,598,581Liabilities 2023: $0Net Assets 2023: $59,598,5812023Assets 2024: $62,074,394Liabilities 2024: $0Net Assets 2024: $62,074,3942024

Highlighted filing

2024

Assets$62,074,394
Liabilities$0
Net Assets$62,074,394
Open 2024 Filing

Operations Trend

Revenue Growth2nd percentile

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

$10M$5.0M$0Revenue 2011: $1,967,084Expenses 2011: $696,020Net Income 2011: $1,271,0642011Revenue 2012: $1,975,277Expenses 2012: $729,009Net Income 2012: $1,246,2682012Revenue 2013: $3,988,530Expenses 2013: $730,646Net Income 2013: $3,257,8842013Revenue 2014: $4,551,779Expenses 2014: $635,459Net Income 2014: $3,916,3202014Revenue 2015: $2,945,632Expenses 2015: $767,448Net Income 2015: $2,178,1842015Revenue 2016: $1,945,832Expenses 2016: $887,411Net Income 2016: $1,058,4212016Revenue 2017: $2,265,643Expenses 2017: $868,449Net Income 2017: $1,397,1942017Revenue 2018: $4,236,261Expenses 2018: $935,516Net Income 2018: $3,300,7452018Revenue 2019: $1,795,561Expenses 2019: $970,660Net Income 2019: $824,9012019Revenue 2020: $3,181,931Expenses 2020: $957,090Net Income 2020: $2,224,8412020Revenue 2021: $5,276,976Expenses 2021: $1,030,518Net Income 2021: $4,246,4582021Revenue 2022: $2,537,870Expenses 2022: $1,028,765Net Income 2022: $1,509,1052022Revenue 2023: $9,755,327Expenses 2023: $1,071,153Net Income 2023: $8,684,1742023Revenue 2024: $3,477,332Expenses 2024: $905,703Net Income 2024: $2,571,6292024

Highlighted filing

2024

Revenue$3,477,332
Expenses$905,703
Net Income$2,571,629
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Feb 4, 2025
Return Version
2023v6.0
Gross Receipts
$28,289,115
Mission and Program Overview

Mission

Supporting the third order of st francis

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$59,598,581$62,074,394▲ $2,475,813
Investments in Publicly Traded Securities$58,758,753$61,263,415▲ $2,504,662
Savings and Temporary Cash Investments$840,252$812,548▼ $27,704
Cash and Non-Interest-Bearing Accounts$-424$-1,569▼ $1,145
Total Assets$59,598,581$62,074,394▲ $2,475,813
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$59,598,581$62,074,394▲ $2,475,813
Total Liabilities and Net Assets / Fund Balance$59,598,581$62,074,394▲ $2,475,813
Compensation and Service Providers
Top Officer Pay9th percentile

Employees

NameTitleBaseTotal
-Trustee$111,033$111,033
Revenue and Support

Revenue Composition

Contributions and Grants
$129,780
Program Service Revenue
$0
Investment Income
$3,346,231
Other Revenue
$1,321
All Other Contributions
$129,780
Change in Net Assets
$2,571,629
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$793,419
Salaries, Compensation, and Employee Benefits$111,034
Other Expenses$1,250
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$793,419--$793,419
Current Officers, Directors, Trustees, and Key Employees$22,207$88,827-$111,034
Other Expenses-$320-$320
Total Functional Expenses$815,626$90,077$0$905,703
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Sisters of the Third Order of St FrancisPeoria, IL501c3General Support$793,419
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
Backup withholding compliance
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

“PNC Bank as the trustee, contemporaneously documents all meetings and written actions.”

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

“PNC Bank as the trustee, contemporaneously documents all committee meetings.”

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

“As trustee, PNC Bank NA receives a copy of the annual Form 990.”

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

“PNC Bank as the trustee regularly and consistently monitors and enforces compliance.”

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

“Copies are available upon request”

Filing and Contact Details

Filer

Filer Name
St Francis Charitable
EIN
37-6119749
Phone
4125654532
Address
500 FIRST AVE P7-PFSC-03-Z, PITTSBURGH, PA 15219

Signing Officer

Name
Pnc Bank N a
Title
Tax Manager
Phone
4125654532
Signed
2025-02-04
Discuss with paid preparer
Yes

Organization Details

Formed
1989
Legal Domicile
Il
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, Part XI, Line 9

“Cost Basis Adjustment $(490.27); Return of Capital Adjustment $(7,360.51); 2023 Sales Posted in 2024 $549.65; 2022 Sales Posted in 2023 $(641.95); 2023 Transaction Posted in 2024 $(12,695.09); 2022 Transaction Posted in 2023 $13,048.90; Accrued Interest Paid $(2,219.83): Wash Sales $(85,621.45); Cost Basis Adjustment $(831.32); Rounding Adjustment $(44.40)”

Raw XML Appendix366 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 THE THIRD ORDER OF ST FRANCIS
IRS990/AddressChangeInd0X
IRS990/AllOtherContributionsAmt0129780
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0PNC BANK NA
IRS990/BooksInCareOfDetail/PhoneNum04125654532
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/CashNonInterestBearingGrp/BOYAmt0-424
IRS990/CashNonInterestBearingGrp/EOYAmt0-1569
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt088827
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt022207
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0111034
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0129780
IRS990/CYGrantsAndSimilarPaidAmt0793419
IRS990/CYInvestmentIncomeAmt03346231
IRS990/CYOtherExpensesAmt01250
IRS990/CYOtherRevenueAmt01321
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt02571629
IRS990/CYSalariesCompEmpBnftPaidAmt0111034
IRS990/CYTotalExpensesAmt0905703
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt03477332
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0SUPPORTING THE THIRD ORDER OF ST FRANCIS
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExcsTaxSect4951Or4952Or4953Ind0false
IRS990/ExpenseAmt0815626
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0PNC BANK NA
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0111033
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01989
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt01919833
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantAmt0793418
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0793419
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0793419
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt026731616
IRS990/GrossReceiptsAmt028289115
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt01426398
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01426398
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt058758753
IRS990/InvestmentsPubTradedSecGrp/EOYAmt061263415
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0IL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt024811783
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0SUPPORTING THE THIRD ORDER OF ST FRANCIS
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt059598581
IRS990/NetAssetsOrFundBalancesEOYAmt062074394
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01919833
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01919833
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-95816
IRS990/OtherExpensesGrp/Desc0ADR SERVICE FEES
IRS990/OtherExpensesGrp/Desc1FOREIGN TAXES PAID
IRS990/OtherExpensesGrp/Desc2Other Non Allocable Expense
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0371
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1559
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2320
IRS990/OtherExpensesGrp/TotalAmt0371
IRS990/OtherExpensesGrp/TotalAmt1559
IRS990/OtherExpensesGrp/TotalAmt2320
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0FOREIGN TAX REFUND
IRS990/OtherRevenueMiscGrp/ExclusionAmt01321
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01321
IRS990/OtherRevenueTotalAmt01321
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0PNC BANK NA
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0136935
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0935188
IRS990/PYInvestmentIncomeAmt09618392
IRS990/PYOtherExpensesAmt01571
IRS990/PYRevenuesLessExpensesAmt08684174
IRS990/PYSalariesCompEmpBnftPaidAmt0134394
IRS990/PYTotalExpensesAmt01071153
IRS990/PYTotalRevenueAmt09755327
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt02571629
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt059598581
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt062074394
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0840252
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0812548
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 SISTERS OF THE THIRD ORDER OF ST FRANCIS HAVE ADOPTED VARIOUS BOARD POLICIES AND PROCEDURES TO IMPLEMENT, SUPERVISE, AND APPLY THE DISTRIBUTIONS FROM THIS TRUST FOR THE SPECIFIC PURPOSES SET FORTH IN THE TRUST AGREEMENT. THEY WORK CLOSELY WITH THE TRUSTEE TO MONITOR THE INVESTMENTS AND HOLD MEETINGS TO DISCUSS THE OPERATIONS OF THE TRUST.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE SISTERS OF THE THIRD ORDER OF ST FRANCIS SHALL UTILIZE AND EXPEND FUNDS FOR THE SUPPORT OF THEIR MEMBERS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2FUNDS PROVIDED ARE FOR THE SUPPORT OF THE SISTERS OF THE THIRD ORDER OF ST FRANCIS, SPECIFICALLY IN WAYS THAT ARE NOT PROVIDED FOR IN THEIR BUDGET.
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/FormAndLineReferenceDesc0SECTION D, LINE 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1SECTION E, LINE 2A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2SECTION E, LINE 2B
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3Sch A Part IV Sec D line 3
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0371259286
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd01
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0793419
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0SISTERS OF THE THIRD ORDER OF ST FRANCIS
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt0793419
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0793419
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SISTERS OF THE THIRD ORDER OF ST FRANCIS
IRS990ScheduleI/RecipientTable/RecipientEIN0371259286
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0800 NE GLEN OAK AVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0PEORIA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IL
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd061613
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THIS 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/ExplanationTxt0PNC Bank as the trustee, contemporaneously documents all meetings and written actions.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PNC Bank as the trustee, contemporaneously documents all committee meetings.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2As trustee, PNC Bank NA receives a copy of the annual Form 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PNC Bank as the trustee regularly and consistently monitors and enforces compliance.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FORM 990 AND RELATED FINANCIAL STATEMENTS ARE MADE AVAILABLE THROUGH REQUESTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COPIES ARE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Cost Basis Adjustment $(490.27); Return of Capital Adjustment $(7,360.51); 2023 Sales Posted in 2024 $549.65; 2022 Sales Posted in 2023 $(641.95); 2023 Transaction Posted in 2024 $(12,695.09); 2022 Transaction Posted in 2023 $13,048.90; Accrued Interest Paid $(2,219.83): Wash Sales $(85,621.45); Cost Basis Adjustment $(831.32); Rounding Adjustment $(44.40)
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
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SISTERS OF THE THIRD ORDER OF ST FRANCIS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0371259286
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0CHURCH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0800 NE GLEN OAK AVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0PEORIA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd061613
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0793419
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0SISTERS OF THE THIRD ORDER
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0b
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt059598581
IRS990/TotalAssetsEOYAmt062074394
IRS990/TotalAssetsGrp/BOYAmt059598581
IRS990/TotalAssetsGrp/EOYAmt062074394
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0129780
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt090077
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0815626
IRS990/TotalFunctionalExpensesGrp/TotalAmt0905703
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt059598581
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt062074394
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0815626
IRS990/TotalReportableCompFromOrgAmt0111033
IRS990/TotalRevenueGrp/ExclusionAmt03347552
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03477332
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt059598581
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt062074394
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0500 First Ave P7-PFSC-03-Z
IRS990/USAddress/CityNm0PITTSBURGH
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd015219
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PNC BANK N A
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TAX MANAGER
ReturnHeader/BusinessOfficerGrp/PhoneNum04125654532
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ST FRANCIS CHARITABLE
ReturnHeader/Filer/BusinessNameControlTxt0FRAN
ReturnHeader/Filer/EIN0376119749
ReturnHeader/Filer/PhoneNum04125654532
ReturnHeader/Filer/USAddress/AddressLine1Txt0500 FIRST AVE P7-PFSC-03-Z
ReturnHeader/Filer/USAddress/CityNm0PITTSBURGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd015219
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02025-02-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JASON BELOT
ReturnHeader/ReturnTs02025-02-04T09:01:11-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-10-01
ReturnHeader/TaxPeriodEndDt02024-09-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$62,074,394
Liabilities
$0
Net assets
$62,074,394
Revenue
$3,477,332
Expenses
$905,703
Net income
$2,571,629
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$62.1$0.00$62.1$3.48$0.91$2.57
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$59.6$0.00$59.6$9.76$1.07$8.68
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$51.0$0.00$51.0$2.54$1.03$1.51
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$49.6$0.00$49.6$5.28$1.03$4.25
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$45.4$0.00$45.4$3.18$0.96$2.22
2019Summary only. Only limited summary data is available for this year.$43.2$0.00$43.2$1.80$0.97$0.82
2018Summary only. Only limited summary data is available for this year.$42.4$0.00$42.4$4.24$0.94$3.30
2017Summary only. Only limited summary data is available for this year.$39.1$0.00$39.1$2.27$0.87$1.40
2016Summary only. Only limited summary data is available for this year.$37.7$0.00$37.7$1.95$0.89$1.06
2015Summary only. Only limited summary data is available for this year.$36.7$0.00$36.7$2.95$0.77$2.18
2014Detailed filing. Detailed filing data is available for this year.$34.5$0.00$34.5$4.55$0.64$3.92
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.6$0.00$30.6$3.99$0.73$3.26
2012Summary only. Only limited summary data is available for this year.$27.3$0.00$27.3$1.98$0.73$1.25
2011Summary only. Only limited summary data is available for this year.$26.1$0.00$26.1$1.97$0.70$1.27