2024-04-17T08:01:20-05:00 2023-12-31 346565596 ERNST & YOUNG US LLP 2100 ONE PPG PLACE PITTSBURGH PA 15222 990 2023-01-01 046446132 WINSWORTH ROTARY SCHOLARSHIP FD WINS 6022247275 116 ALLEGHENY CENTER MALL P8YB3502L PITTSBURGH PA 15212 PNC BANK N A TAX MANAGER 6022247275 2024-03-28 true true JASON BELOT P00183464 3302555814 2024-03-28 2023 2023-04-26 12:10:37Z DANIEL SCHULTZ CO PNC BANK 116 ALLEGHENY CENTER MALL PITTSBURGH PA 15212 207971 false X N/A X 1994 MA PROVIDE FUNDING FOR SCHOLARSHIPS TO WORTHY STUDENTS FROM MIRA COSTA HIGH SCHOOL - MANHATTAN, CA TO STUDY IN SOME BRANCH OF ENGINEERING. 1 0 0 0 0 0 0 354 6282 0 354 6282 40000 35000 0 4934 4342 0 0 128 97 45062 39439 -44708 -33157 305601 271755 0 0 305601 271755 PROVIDE FUNDING FOR SCHOLARSHIPS TO WORTHY STUDENTS FROM MIRA COSTA HIGH SCHOOL - MANHATTAN, CA TO STUDY IN SOME BRANCH OF ENGINEERING. false false 35903 35000 PROVIDE FUNDING FOR SCHOLARSHIPS TO WORTHY STUDENTS FROM MIRA COSTA HIGH SCHOOL - MANHATTAN, CA TO STUDY IN SOME BRANCH OF ENGINEERING. 35903 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 false true 0 0 true 0 false false false false false false false false false false false false false X 1 0 false false false false false false false false false false false true true true true false true false false false MA X PNC BANK NA 6022247275 116 ALLEGHENY CENTER MALL PITTSBURGH PA 15212 PNC BANK N A TRUSTEE 1.0 X 4342 0 0 4342 0 0 false false false 7731 7731 200240 201689 -1449 -1449 -1449 6282 6282 35000 35000 4342 868 3474 foreign taxes paid 62 62 state filing fee 35 35 39439 35903 3536 0 22832 17554 282769 254201 305601 271755 0 0 X 305601 271755 305601 271755 305601 271755 X -33157 -689 X false false false X X 1 AURHUR G WINSLOW SCHOLARSHIP FUND AT MIRA COSTA HIGH S 941031612 6 true 35000 0 1 35000 0 true false false false false false false false false false false true false false false false true false true 0 0 7402 7731 7402 7731 0 4040 3536 0 3362 4195 344305 308822 0 0 344305 308822 0 0 344305 308822 5165 4632 339140 304190 11870 10647 0 11870 10647 3362 2858 11870 11870 0 11870 35000 0 903 0 0 0 35903 35000 11870 1.0 11870 0 0 22730 42658 43218 41022 149628 0 11870 0 137758 35903 0 35903 0 0 173661 10860 42658 43218 41022 35903 Form 990, Schedule A, Section D, Line 2 Winsworth trust maintains a close and continuous working relationship with the supported organization by holding meetings to discuss investments and the general operation of the trust including the disbursements of funds, timings of grants and needs to the supported organization within the terms of the trust agreement. Schedule A, Section D, Line 3 The trustee holds regular meetings with the supported organization to better understand its needs. Further, the supported organization is provided with the annual statements that contains the investments, income and expense activities of the supporting organization for the given tax year. Moreover, the trustee follows the dictates of the governing instrument, which states that 100% net income of the trust Schedule A, Section D, Line 3 contd. should be distributed to the supported organization. Schedule 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 Schedule A, Part V, Sec. D, Line 8 The organization is a trust fund that disburses funds only to qualifying charitable organizations as directed by the trusts governing instrument to be used only in accordance with the governing instrument. true MIRA COSTA HIGH SCHOOL 701 S PECK AVENUE MANHATTAN BEACH CA 902667157 941301612 501(C)(3) 35000 FMV PROVIDE FUNDING FOR SCHOLARSHIPS TO WORTHY STUDENTS FROM MIRA COSTA HIGH SCHOOL - MANHATTAN, CA 1 EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2 WINSWORTH ROTARY SCHOLARSHIP FD 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 WINSWORTH ROTARY SCHOLARSHIP FD 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 WINSWORTH ROTARY SCHOLARSHIP FD TRUST IS A TRUST FUND AND HAS NO WRTTEN POLICY REGARDING DOCUMENTATION OF MEETING 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 WINSWORTH ROTARY SCHOLARSHIP FD TRUST ARRANGES FOR THE PREPARATION OF THE TAX RETURNS FOR THIS TRUST AND USES A THIRD PARTY FOR THIS PREPARATION.. EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c THE CONFLICT OF INTEREST POLICY OF PNC CHARTIABLE 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 19 Upon Request EXPLANATION FOR FORM 990, PART XI, LINE 9 2022 transactions posted in 2023 of $627, less 2023 transactions posted in 2024 of $340, less return of capital adjustments of $108, less wash sale adjustment of $867 less a rounding adjustment of $1. AUTHUR G WINSLOW SCHOLARSHIP FUND AT MIRA COSTA HIGH SCHOOL 701 S PECK AVENUE MANHATTAN BEACH CA 902667157 941031612 SCHOLARSHIPS TO WORTHY STUDENTS FROM MIRA COS CA 501(C)(3) 6 N/A false false true false false false false false false false false false false false false false false false false false MIRA COSTA HIGH SCHOOL b 35000 FMV