GRACE I IRWIN TRUST NO 0235948 UW FBO SHADYSIDE HOSPITAL: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- GRACE I IRWIN TRUST NO 0235948 UW FBO SHADYSIDE HOSPITAL (EIN 25-6071986)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-04-10
- IRS object ID
- 202501009349101335
- Schema version
- 2024v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Investments Other Schedule2
- Other Decreases Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-10T15:02:31-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2100 ONE PPG PLACE | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 256071986 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRACE I IRWIN FOR SHADYSIDE HOSPITAL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | IRWI | BusinessNameControlTxt |
| Phone | 4123956964 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 FIRST AVE P7-PFSC-03-Z | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PNC BANK N A | PersonNm |
| Person Title | TAX MANAGER | PersonTitleTxt |
| Phone | 4123956964 | PhoneNum |
| Signature | 2025-03-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JASON BELOT | PreparerPersonNm |
| PTIN | P00183464 | PTIN |
| Phone | 3302555814 | PhoneNum |
| Preparation | 2025-03-18 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization4947a1 Trtd PF | Yes (X) | Organization4947a1TrtdPFInd |
| FMV Assets EOY | $388,218 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $10,063 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,002 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,652 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $93,820 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,652 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $18,715 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $18,654 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $4,840 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $3,872 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $968 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $201 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $125 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $5,041 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,997 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $968 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $17,277 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $17,277 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $22,318 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,997 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $18,245 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,603 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $14,657 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $16,636 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $22,426 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $22,426 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $320,669 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $311,240 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $365,792 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $337,305 | TotalAssetsBOYAmt |
| Total Assets EOY | $333,666 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $388,218 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $337,305 | CapitalStockBOYAmt |
| Capital Stock EOY | $333,666 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $337,305 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $333,666 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $337,305 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $333,666 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $337,305 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,603 | ExcessRevenueOverExpensesAmt |
| Other Increases | $411 | OtherIncreasesAmt |
| Subtotal | $334,113 | SubtotalAmt |
| Other Decreases | $447 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $333,666 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (110 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 1. DIMENSIONAL INTERNATIONAL VA ETF | 2023-11-14 | 2024-03-05 | $35 | $33 | $2 | $2 | |
| 49.933 WCM FOCUSED INTL GROWTH-INS | 2022-06-23 | 2024-03-05 | $1,249 | $919 | $330 | $330 | |
| 1. ISHARES CORE S&P 500 ETF | 2023-09-26 | 2024-03-05 | $510 | $430 | $80 | $80 | |
| 13. ISHARES CORE S&P 500 ETF | 2022-03-01 | 2024-03-05 | $6,624 | $5,635 | $989 | $989 | |
| 8. ISHARES MSCI INTL QUALITY FACTOR ETF | 2023-04-19 | 2024-03-05 | $310 | $288 | $22 | $22 | |
| 46.943 SPYGLASS GROWTH FUND-INST | 2021-03-24 | 2024-03-05 | $735 | $874 | -$139 | -$139 | |
| 8.32 TOUCHSTONE MID CAP-R6 | 2022-03-01 | 2024-03-05 | $463 | $375 | $88 | $88 | |
| 2.899 TRANSAMERICA SM CAP GROW-I2 | 2020-07-01 | 2024-03-05 | $20 | $20 | |||
| .924 TRIBUTARY SMALL COMPANY FD INST PLUS FD 1705 | 2019-04-04 | 2024-03-05 | $28 | $26 | $2 | $2 | |
| 16.949 WASATCH INTL OPPORTUNIT-INST | 2016-05-26 | 2024-03-05 | $53 | $49 | $4 | $4 | |
| 7. WISDOMTREE U.S. QUALITY DIVI ETF | 2023-09-26 | 2024-03-05 | $519 | $446 | $73 | $73 | |
| 2. DIMENSIONAL INTERNATIONAL VA ETF | 2023-11-14 | 2024-06-04 | $75 | $65 | $10 | $10 | |
| 8. ISHARES CORE S&P 500 ETF | 2022-08-17 | 2024-06-04 | $4,244 | $3,285 | $959 | $959 | |
| 1. ISHARES MSCI USA MIN VOL FACTOR ETF | 2023-09-26 | 2024-06-04 | $83 | $73 | $10 | $10 | |
| 2. WISDOMTREE U.S. QUALITY DIVI ETF | 2023-09-26 | 2024-06-04 | $152 | $127 | $25 | $25 | |
| 8.506 LSV SMALL CAP FUND-INST | 2024-03-05 | 2024-06-11 | $151 | $152 | -$1 | -$1 | |
| 246.745 LSV SMALL CAP FUND-INST | 2022-03-01 | 2024-06-11 | $4,395 | $3,964 | $431 | $431 | |
| 2. ISHARES CORE S&P 500 ETF | 2023-03-06 | 2024-06-11 | $1,071 | $816 | $255 | $255 | |
| 18.27 NUANCE MID CAP VALUE-Z | 2024-03-05 | 2024-06-11 | $227 | $223 | $4 | $4 | |
| 503.375 NUANCE MID CAP VALUE-Z | 2022-03-01 | 2024-06-11 | $6,262 | $6,702 | -$440 | -$440 | |
| 401.621 SPYGLASS GROWTH FUND-INST | 2021-12-28 | 2024-06-11 | $6,048 | $5,529 | $519 | $519 | |
| 660.512 TRANSAMERICA SM CAP GROW-I2 | 2020-07-01 | 2024-06-11 | $4,373 | $4,406 | -$33 | -$33 | |
| 121.914 TRIBUTARY SMALL COMPANY FD INST PLUS FD 1705 | 2019-04-04 | 2024-06-11 | $3,673 | $3,239 | $434 | $434 | |
| 2. WISDOMTREE U.S. QUALITY DIVI ETF | 2023-09-26 | 2024-06-11 | $153 | $127 | $26 | $26 | |
| .001 NUANCE MID CAP VALUE-Z | 2022-10-20 | 2024-06-14 | |||||
| 32.663 WASATCH INTL OPPORTUNIT-INST | 2023-09-26 | 2024-08-20 | $106 | $89 | $17 | $17 | |
| 1411.685 WASATCH INTL OPPORTUNIT-INST | 2016-05-26 | 2024-08-20 | $4,560 | $3,984 | $576 | $576 | |
| 10.86 DODGE & COX INCOME FUND FD 147 | 2022-08-17 | 2024-08-26 | $141 | $142 | -$1 | -$1 | |
| 6.092 DOUBLELINE TOTAL RETURN BOND FUND CLASS R6 | 2023-06-05 | 2024-08-26 | $55 | $54 | $1 | $1 | |
| 4. ISHARES MSCI USA MIN VOL FACTOR ETF | 2023-09-26 | 2024-08-26 | $363 | $293 | $70 | $70 | |
| 95.336 ALLSPRING CORE BOND FUND | 2024-03-05 | 2024-08-26 | $1,077 | $1,051 | $26 | $26 | |
| 121.583 ALLSPRING CORE BOND FUND | 2023-05-25 | 2024-08-26 | $1,374 | $1,336 | $38 | $38 | |
| 61.742 WESTERN ASSET CORE PLUS BOND FUND CLASS IS | 2023-09-07 | 2024-08-26 | $588 | $562 | $26 | $26 | |
| 100.65 WESTERN ASSET CORE PLUS BOND FUND CLASS IS | 2024-03-05 | 2024-08-26 | $959 | $941 | $18 | $18 | |
| 2190.116 WESTERN ASSET CORE PLUS BOND FUND CLASS IS | 2018-08-27 | 2024-08-26 | $20,872 | $22,999 | -$2,127 | -$2,127 | |
| 2. WISDOMTREE U.S. QUALITY DIVI ETF | 2023-09-26 | 2024-08-26 | $163 | $127 | $36 | $36 | |
| 9.497 PZENA EMERG MKTS VALUE-INST | 2023-12-04 | 2024-09-04 | $122 | $117 | $5 | $5 | |
| 9.34 PZENA EMERG MKTS VALUE-INST | 2024-03-05 | 2024-09-04 | $120 | $113 | $7 | $7 | |
| 14.704 BLACKROCK TOTAL RETURN-I | 2024-08-26 | 2024-09-04 | $150 | $149 | $1 | $1 | |
| 12.867 DODGE & COX INCOME FUND FD 147 | 2022-08-17 | 2024-09-04 | $167 | $168 | -$1 | -$1 | |
| 6.231 DOUBLELINE TOTAL RETURN BOND FUND CLASS R6 | 2023-06-05 | 2024-09-04 | $56 | $55 | $1 | $1 | |
| 12.21 HARBOR MID CAP VALUE | 2024-06-11 | 2024-09-04 | $329 | $308 | $21 | $21 | |
| 4.879 OAKMARK INTL SM CAP-R6 | 2024-03-05 | 2024-09-04 | $100 | $93 | $7 | $7 | |
| 4. ISHARES CORE S&P 500 ETF | 2023-03-06 | 2024-09-04 | $2,215 | $1,632 | $583 | $583 | |
| 3. ISHARES MSCI USA MIN VOL FACTOR ETF | 2023-09-26 | 2024-09-04 | $272 | $220 | $52 | $52 | |
| 13.535 TOUCHSTONE SANDS EM GR-R6 | 2021-03-24 | 2024-09-04 | $203 | $288 | -$85 | -$85 | |
| 42.006 ALLSPRING CORE BOND FUND | 2023-05-25 | 2024-09-04 | $476 | $462 | $14 | $14 | |
| 3. WISDOMTREE U.S. QUALITY DIVI ETF | 2023-09-26 | 2024-09-04 | $241 | $191 | $50 | $50 | |
| 28.172 PZENA EMERG MKTS VALUE-INST | 2024-03-05 | 2024-10-08 | $395 | $342 | $53 | $53 | |
| 8.281 PZENA EMERG MKTS VALUE-INST | 2022-09-15 | 2024-10-08 | $116 | $87 | $29 | $29 | |
| 30.31 DOUBLELINE TOTAL RETURN BOND FUND CLASS R6 | 2023-06-05 | 2024-10-08 | $270 | $269 | $1 | $1 | |
| 3. ISHARES CORE S&P 500 ETF | 2023-03-06 | 2024-10-08 | $1,719 | $1,224 | $495 | $495 | |
| 210.714 ALLSPRING CORE BOND FUND | 2023-05-25 | 2024-10-08 | $2,360 | $2,316 | $44 | $44 | |
| 2. WISDOMTREE U.S. QUALITY DIVI ETF | 2023-09-26 | 2024-10-08 | $165 | $127 | $38 | $38 | |
| 104. ISHARES MSCI USA MIN VOL FACTOR ETF | 2023-09-26 | 2024-11-19 | $9,465 | $7,626 | $1,839 | $1,839 | |
| CAPITAL GAIN DIVIDENDS | $3,168 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,168 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,168 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,168 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,168 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,168 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,168 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,168 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,168 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,168 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,168 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,168 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,168 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,168 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,168 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,168 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,168 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,168 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,168 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,168 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,168 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,168 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,168 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,168 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,168 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,168 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,168 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,168 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,168 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,168 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,168 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,168 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,168 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,168 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,168 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,168 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,168 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,168 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,168 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,168 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,168 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,168 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,168 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,168 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,168 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,168 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,168 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,168 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,168 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,168 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,168 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,168 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,168 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,168 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,168 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,652 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $204 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $204 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $204 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $68 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $68 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $136 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PNC BANK NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4123956964 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 FIRST AVE P7-PFSC-03-Z | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| NECT Filing In Lieu OF Form1041 | Yes (X) | NECTFilingInLieuOFForm1041Ind |
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PNC BANK N A | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 FIRST AVE P7-PFSC-03-Z | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $4,840 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $387,441 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $387,441 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $387,441 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,812 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $381,629 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $19,081 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $19,081 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $204 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $204 | TotalTaxAmt |
| Distributable Before Adj | $18,877 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $18,877 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $18,877 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $18,245 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $18,245 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $18,877 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $17,277 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $18,245 | QualifyingDistributionsAmt |
| Applied To Year1 | $17,277 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $968 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $17,909 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UPMC SHADYSIDE HOSPITAL | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 LOTHROP STREET SUITE 8058 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15213 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL SUPPORT | GrantOrContributionPurposeTxt |
| Amt | $17,277 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $17,277 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,063 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $8,652 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $18,715 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $18,715 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (31 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 317609295 SEAFARER OVERSEAS GR | AT COST | $8,962 | $8,453 |
| 461418444 WCM FOCUSED INTL GRO | AT COST | $9,604 | $12,567 |
| 464287200 ISHARES CORE S&P 500 | AT COST | $97,001 | $144,227 |
| 552746364 MFS EMERGING MKTS DE | AT COST | $6,783 | $6,568 |
| 936793686 WASATCH INTL OPPORTU | |||
| 74440Y884 PGIM HIGH YIELD FUND | AT COST | $8,600 | $8,420 |
| 89355J656 TRANSAMERICA SM CAP | |||
| 89609H704 TRIBUTARY SMALL COMP | |||
| 97717X669 WISDOMTREE U.S. QUAL | AT COST | $10,503 | $13,273 |
| 413838566 OAKMARK INTL SM CAP- | AT COST | $3,254 | $4,145 |
| 543069405 LONGLEAF PARTNERS FD | AT COST | $7,698 | $6,871 |
| 56170L703 SPYGLASS GROWTH FUND | |||
| 957663669 WESTERN ASSET CORE P | |||
| 00769G535 LSV SMALL CAP FUND-I | |||
| 00770X675 PZENA EMERG MKTS VAL | AT COST | $5,702 | $6,451 |
| 256210105 DODGE & COX INCOME F | AT COST | $23,235 | $23,244 |
| 56167N712 NUANCE MID CAP VALUE | |||
| 89154M702 TOUCHSTONE SANDS EM | AT COST | $7,113 | $7,182 |
| 89155T490 TOUCHSTONE MID CAP-R | AT COST | $5,844 | $7,241 |
| 25434V807 DIMENSIONAL INTERNAT | AT COST | $6,702 | $7,273 |
| 258620566 DOUBLELINE TOTAL RET | AT COST | $12,564 | $12,363 |
| 46429B267 ISHARES U S TREASURY | AT COST | $16,573 | $16,592 |
| 46429B697 ISHARES MSCI USA MIN | |||
| 46434V456 ISHARES MSCI INTL QU | AT COST | $11,818 | $12,212 |
| 94987W794 ALLSPRING CORE BOND | AT COST | $16,791 | $16,648 |
| 00171A852 AMG RR SM CAP VAL-I | AT COST | $6,421 | $6,725 |
| 04314H576 ARTISAN INTL SM/MID- | AT COST | $4,651 | $4,351 |
| 057071813 BAIRD MIDCAP INST | AT COST | $6,421 | $6,372 |
| 09252M883 BLACKROCK TOTAL RETU | AT COST | $22,466 | $21,558 |
| 411512460 HARBOR MID CAP VALUE | AT COST | $6,113 | $6,229 |
| 589619824 MERIDIAN SMALL CAP G | AT COST | $6,421 | $6,827 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (4 entries)
| DescDesc | AmtAmt |
|---|---|
| RETURN OF CAPITAL ADJUSTMENT | $54 |
| 2024 TRANSACTIONS POSTED IN 2025 | $387 |
| ROUNDING | $3 |
| MUTUAL FUND ADJUSTMENT | $3 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2023 TRANSACTIONS POSTED IN 2024 | Desc |
| Amt | $411 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $8 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $68 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $98 | $98 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $27 | $27 | $0 |