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 526026498 MARY B BARKER TW BARK 4128073204 116 ALLEGHENY CENTER MALL P8YB3502L PITTSBURGH PA 15212 PNC BANK N A TAX MANAGER 4128073204 2024-04-02 true true JASON BELOT P00183464 3302555814 2024-04-02 2023 2023-04-26 12:10:37Z MARICELA SOKOL PNC BANK NA 116 ALLEGHENY CENTER MALL PITTSBURGH PA 15212 6269400 false X N/A X 1959 DC FINANCIAL SUPPORT FOR THE AMERICAN NATIONAL RED CROSS NATIONAL HEADQUARTERS AND SALVATION ARMY OF THE DISTRICT OF COLUMBIA 1 0 0 0 0 0 0 259385 608067 63 0 259448 608067 457156 441217 0 90894 88303 0 0 19830 11108 567880 540628 -308432 67439 8913080 8990317 0 0 8913080 8990317 FINANCIAL SUPPORT FOR THE AMERICAN NATIONAL RED CROSS NATIONAL HEADQUARTERS AND SALVATION ARMY OF THE DISTRICT OF COLUMBIA false false 229439 220608 FINANCIAL SUPPORT FOR THE AMERICAN NATIONAL RED CROSS NATIONAL HEADQUARTERS 229439 220608 FINANCIAL SUPPORT FOR THE SALVATION ARMY OF THE DISTRICT OF COLUMBIA 458878 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 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 X PNC BANK NA 4128073204 116 ALLEGHENY CENTER MALL PITTSBURGH PA 15212 PNC BANK NA TRUSTEE 2.0 X 88303 0 0 88303 0 0 2 false false false 247685 247685 6021715 5661333 360382 360382 360382 608067 608067 441217 441217 88303 17661 70642 7682 7682 221 221 Foreign Taxes on Qualified Dividend 1509 1509 ADR Service Fees 123 123 Foreign Taxes on Non Qualified Div 584 584 Foreign Taxes 989 989 540628 458878 81750 0 531869 277289 8381211 8713028 8913080 8990317 0 0 X 8913080 8990317 8913080 8990317 8913080 8990317 X 67439 9798 X false false false X X 2 AMERICAN NATIONAL RED CROSS 530196605 7 true 220608 0 SALVATION ARMY NATIONAL CAPITAL AREA COMMAND 580660607 1 true 220608 0 2 441216 0 true false false false false false false false false false false true false false false false true false true X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Schedule A, Part IV, Section D, Line 2 THE MARY B BARKER FOUNDATION 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. Schedule A, Part IV, Section D, Line 2 (Continued) IN ADDITION THE MARY B BARKER FOUNDATION PROVIDES MONTHLY STATEMENTS THAT OUTLINE THE HOLDINGS AND ACTIVITIES OF THE TRUST AND THE INFORMATION REQUIRED AS PART OF THE ANNUAL NOTIFICATION REQUIREMENT. Part V, Line 1 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 no discretion to vary the beneficiaries or the amounts payable to the beneficiaries. Part V, Line 1 (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. Schedule A, Part IV, Section D, Line 3 While the supported organizations 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 AMERICAN NATIONAL RED CROSS 2025 E STREET NW WASHINGTON DC 20006 530196605 501(C)(3) 220608 FMV FINANCIAL SUPPORT TO THE AMERICAN NATIONAL RED CROSS SALVATION ARMY NATIONAL CAPITAL AREA COMMAND 2626 PENNSYLVANIA AVE NW WASHINGTON DC 20037 580660607 501(C)(3) 220608 FMV FINANCIAL SUPPORT TO THE SALVATION ARMY OF THE DISTRICT OF COLUMBIA EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2 THE MARY B BARKER 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 MARY A BARKER 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 MARY A BARKER 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, 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 19 FORM 990 AND RELATED FINANCIAL STATEMENTS ARE MADE AVAILABLE BY 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 Return of Capital Adjustment $(930.96); 2022 Transaction Posted in 2023 $15,728.22; 2022 Sales Posted in 2023 (3,922.08); 2023 Transaction Posted in 2024 $(8,340.98); 2023 Sales Posted in 2024 $1,533.99; Adjustment to Income $116.26; PY Wash Sale Adjustment $4,786.15; Cost Basis Adjustment $827.40 AMERICAN NATIONAL RED CROSS 2025 E STREET NW WASHINGTON DC 20006 530196605 RELIEF TO VICTIMS OF DISASTERS DC 501(C)(3) 7 N/A false SALVATION ARMY NATIONAL CAPITAL AREA COMMAND 2626 PENNSYLVANIA AVE NW WASHINGTON DC 20037 580660607 COMMUNITY BASED SPIRITUAL, EDUCATIONAL AND RE DC 501(C)(3) 1 N/A false false true false false false false false false false false false false false false false false false false false AMERICAN NATIONAL RED CROSS b 220608 CASH SALVATION ARMY NATIONAL CAPTIAL AREA COMMAND b 220608 CASH