2025-11-12T11:01:35-06:00 2025-06-30 920460586 PWC US TAX LLP 301 GRANT STREET 45TH FLOOR PITTSBURGH PA 15219 990 2024-07-01 256056799 OCEANA BALL TRUST BALL 4122094730 500 FIRST AVE P7-PFSC-03-Z PITTSBURGH PA 15219 PNC BANK N A TAX MANAGER 4122094730 2025-10-21 true true LAWRENCE MCGUIRE P01233953 4123556000 2025-10-21 X 2024 2025-03-06 01:10:19Z X ALEXANDRA LAUGHLIN CO PNC BANK 116 ALLEGHENY CENTER MALL PITTSBURGH PA 15212 343915 false X N/A X 1933 PA SUPPORTING ORGANIZATION FOR HOSPITAL SERVICES, BALL PAVILION 0 0 0 0 0 0 0 48337 61127 0 48337 61127 61644 59344 0 16588 17960 0 0 170 381 78402 77685 -30065 -16558 1287591 1271554 0 0 1287591 1271554 SUPPORTING ORGANIZATION FOR HOSPITAL SERVICES, BALL PAVILION false false 62936 59344 UNRESTRICTED GRANTS PER TERMS OF TRUST INSTRUMENT TO BALL PAVILION 62936 true false false false false false false false false false false false false false false false false false false false false false false false false false false true false false false false false false false false false false false false false false false true false false true 0 0 0 false false false false false false false false false true false false false false X 0 0 false false false false false false false false false false false true true true true false true false false false X PNC BANK NA 4122094730 500 FIRST AVE P7-PFSC-03-Z PITTSBURGH PA 15219 PNC BANK N A TRUSTEE 1.0 X 17961 0 0 17961 0 0 false false false 37778 37778 306137 282788 23349 23349 23349 61127 61127 59344 59344 17960 3592 14368 FOREIGN TAXES QUAL DIV 294 294 FOREIGN TAXES NON QUAL DIV 87 87 77685 62936 14749 0 27082 17843 1260509 1253711 1287591 1271554 0 0 X 1287591 1271554 1287591 1271554 1287591 1271554 X -16558 521 X false false false X X 1 THE BALL PAVILION INC 251311972 7 true 59344 0 1 59344 0 true false false false false false false false false false false false false false false true false true X true true 0 0 0 0 0 0 LINE 2 THE 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. SCHEDULE A, PART V The 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. SCHEDULE A, PART V CONTINUED The 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 LINE 2A AND 2B The 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. LINE 2A AND 2B In addition, the trust reduces the cost of care for the residents. The funding from this trust is critical to the operations of the facility. Sch A Part IV Sec D line 3 While 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 true THE BALL PAVILION INC 5416 EAST LAKE ROAD ERIE PA 16511 251311972 501(c)(3) 59344 FMV UNRESTRICTED GRANTS PER TERMS OF TRUST INSTRUMENT EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2 OCEANA 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. 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. EXPLANATION FOR FORM 990, PART XI, LINE 9 MUTUAL FUND TIMING ADJ: $592, ROC ON CY SALES: ($58), ROUNDING: ($13) THE BALL PAVILION INC 5416 EAST LAKE ROAD ERIE PA 16511 251311972 RETIREMENT COMMUNITY PA 501(C)(3) LINE 10 N/A false false true false false false false false false false false false false false false false false false false false THE BALL PAVILION INC 5934424 b 59344 CASH