UNION MEMORIAL HOSPITAL TRUST U/W LOUISE BOWLES NECT: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- UNION MEMORIAL HOSPITAL TRUST U/W LOUISE BOWLES NECT (EIN 52-6022456)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-04-16
- IRS object ID
- 202411079349101616
- Schema version
- 2023v5.0
- 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 Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-04-16T13:01:45-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | 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 | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 526022456 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNION MEM HOSP ELIZ ANNE BOWLES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIO | BusinessNameControlTxt |
| Phone | 4122094802 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 116 ALLEGHENY CENTER MALL P8YB3502L | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15212 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PNC BANK N A | PersonNm |
| Person Title | TAX MANAGER | PersonTitleTxt |
| Phone | 4122094802 | PhoneNum |
| Signature | 2024-03-15 | 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 | 2024-03-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $789,679 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $19,733 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $19,564 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$22,103 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $331,417 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $1,599 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | -$771 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $19,564 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $10,196 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $8,157 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $2,039 | 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 | $288 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $288 | 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 | $10,484 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,445 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,039 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $45,206 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $45,206 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $55,690 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,445 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $47,245 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$56,461 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $11,119 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $29,915 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $38,140 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $38,140 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $706,081 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $670,886 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $751,539 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $735,996 | TotalAssetsBOYAmt |
| Total Assets EOY | $709,026 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $789,679 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $735,996 | CapitalStockBOYAmt |
| Capital Stock EOY | $709,026 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $735,996 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $709,026 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $735,996 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $709,026 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $735,996 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$56,461 | ExcessRevenueOverExpensesAmt |
| Other Increases | $31,596 | OtherIncreasesAmt |
| Subtotal | $711,131 | SubtotalAmt |
| Other Decreases | $2,105 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $709,026 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (48 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 1115. FIDELITY REAL ESTATE ETF ETF | 2023-03-20 | $26,821 | $26,451 | $370 | $370 | ||
| 280. ISHARES RUSSELL MID-CAP ETF | 2023-03-20 | $18,824 | $16,496 | $2,328 | $2,328 | ||
| 40. ISHARES RUSSELL 1000 VALUE ETF | 2023-03-20 | $5,894 | $6,362 | -$468 | -$468 | 2021-05-03 | |
| 165. ISHARES CORE S&P SMALL CAP ETF | 2023-03-20 | $15,673 | $13,944 | $1,729 | $1,729 | 2018-06-25 | |
| 335.538 MFS EMERGING MKTS DEBT FD-R6 | 2023-03-20 | $3,805 | $5,020 | -$1,215 | -$1,215 | 2020-11-10 | |
| 726.471 T ROWE PRICE INSTITUTIONAL FLOATING RATE FUND | 2023-03-20 | $6,669 | $7,090 | -$421 | -$421 | 2021-09-03 | |
| 2284.127 WESTERN ASSET CORE PLUS BOND FUND CLASS IS | 2023-03-20 | $21,585 | $25,644 | -$4,059 | -$4,059 | 2018-06-25 | |
| 1908.185 T ROWE PRICE INSTITUTIONAL FLOATING RATE FUND | 2023-03-24 | $17,536 | $18,632 | -$1,096 | -$1,096 | ||
| 858.379 ALLIANCE BERNSTEIN CAP FUND INC CONCENTRATED GROWTH FUND | 2023-03-28 | $38,438 | $49,261 | -$10,823 | -$10,823 | 2021-05-04 | |
| 290. ISHARES RUSSELL 1000 VALUE ETF | 2023-03-28 | $42,777 | $46,122 | -$3,345 | -$3,345 | 2021-05-03 | |
| 1080.459 BAIRD INTERMEDIATE BD FD INSTL FD 70 | 2023-08-28 | $10,837 | $11,907 | -$1,070 | -$1,070 | 2015-12-04 | |
| 1079.496 BLACKROCK STRATEGIC INCOME OPPORTUNITIES PORTFOLIO FD 0446 | 2023-08-28 | $9,845 | $10,991 | -$1,146 | -$1,146 | ||
| 275. ISHARES RUSSELL MID-CAP ETF | 2023-08-28 | $19,878 | $22,701 | -$2,823 | -$2,823 | 2021-09-03 | |
| 45. ISHARES CORE S&P SMALL CAP ETF | 2023-08-28 | $4,478 | $3,803 | $675 | $675 | 2018-06-25 | |
| 300. ISHARES CORE MSCI EMERGING MARKETS | 2023-08-28 | $14,743 | $13,332 | $1,411 | $1,411 | 2017-01-18 | |
| 256.83 MFS EMERGING MKTS DEBT FD-R6 | 2023-08-28 | $2,933 | $3,842 | -$909 | -$909 | 2020-11-10 | |
| 108.079 TOUCHSTONE MID CAP-R6 | 2023-08-28 | $5,284 | $4,735 | $549 | $549 | 2022-05-06 | |
| 622.25 VANGUARD INFLATION PROTECTED SECURITIES FUND ADMIRAL SHS | 2023-08-28 | $14,306 | $16,452 | -$2,146 | -$2,146 | 2016-12-08 | |
| 1475.909 WESTERN ASSET CORE PLUS BOND FUND CLASS IS | 2023-08-28 | $13,578 | $17,449 | -$3,871 | -$3,871 | ||
| 287.559 AMG RR SM CAP VAL-I | 2023-11-06 | $4,299 | $3,980 | $319 | $319 | 2023-03-20 | |
| 35. ISHARES CORE S&P SMALL CAP ETF | 2023-11-06 | $3,269 | $2,958 | $311 | $311 | 2018-06-25 | |
| 125. ISHARES MSCI USA QUALITY FACTOR ETF | 2023-11-06 | $16,904 | $14,927 | $1,977 | $1,977 | 2023-03-20 | |
| 321.794 MFS EMERGING MKTS DEBT FD-R6 | 2023-11-06 | $3,588 | $4,814 | -$1,226 | -$1,226 | 2020-11-10 | |
| 150.807 TOUCHSTONE MID CAP-R6 | 2023-11-06 | $7,011 | $6,607 | $404 | $404 | 2022-05-06 | |
| CAPITAL GAIN DIVIDENDS | $2,442 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,442 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,442 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,442 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,442 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,442 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,442 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,442 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,442 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,442 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,442 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,442 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,442 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,442 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,442 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,442 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,442 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,442 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,442 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,442 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,442 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,442 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,442 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,442 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$22,103 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $155 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $155 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $155 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $308 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $308 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $153 | OverpaymentAmt |
| Applied To ES Tax | $153 | 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 | MD | 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 | 4122094802 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 116 ALLEGHENY CENTER MALL | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 NA | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 116 ALLEGHENY CENTER MALL | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 3 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $10,196 | 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 | $740,483 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $740,483 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $740,483 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,107 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $729,376 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $36,469 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $36,469 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $155 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $155 | TotalTaxAmt |
| Distributable Before Adj | $36,314 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $30,290 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $66,604 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $66,604 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $47,245 | 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 | $47,245 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $66,604 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $35,461 | 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 | $47,245 | QualifyingDistributionsAmt |
| Applied To Year1 | $35,461 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $11,784 | 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 | $54,820 | 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 | UNION MEMORIAL HOSPITAL | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 E UNIVERSITY PARKWAY | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 212182829 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL USE AND PURPOSES | GrantOrContributionPurposeTxt |
| Amt | $45,206 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $45,206 | 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 | $19,733 | 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 | -$22,103 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $1,599 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$771 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$771 | 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 (28 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 256210105 DODGE & COX INCOME F | AT COST | $49,546 | $46,432 |
| 316092857 FIDELITY REAL ESTATE | |||
| 464287499 ISHARES RUSSELL MID- | |||
| 464287804 ISHARES CORE S&P SMA | AT COST | $6,761 | $8,660 |
| 552746364 MFS EMERGING MKTS DE | AT COST | $9,789 | $7,820 |
| 922031737 VANGUARD INFLATION P | |||
| 09260B382 BLACKROCK STRATEGIC | AT COST | $16,291 | $15,358 |
| 46432F842 ISHARES CORE MSCI EA | AT COST | $93,081 | $99,545 |
| 46434G103 ISHARES CORE MSCI EM | |||
| 78462F103 SPDR S&P 500 ETF TRU | AT COST | $186,530 | $275,680 |
| 01878T855 ALLIANCE BERNSTEIN C | |||
| 057071805 BAIRD INTERMEDIATE B | AT COST | $41,653 | $38,326 |
| 057071854 BAIRD AGGREGATE BOND | AT COST | $53,699 | $49,447 |
| 317609295 SEAFARER OVERSEAS GR | AT COST | $18,140 | $14,897 |
| 464287598 ISHARES RUSSELL 1000 | |||
| 77957Y403 T ROWE PR MID-CAP VA | AT COST | $17,410 | $15,163 |
| 77958B402 T ROWE PRICE INSTITU | |||
| 89355J656 TRANSAMERICA SM CAP | AT COST | $18,140 | $12,380 |
| 957663669 WESTERN ASSET CORE P | |||
| 89154M702 TOUCHSTONE SANDS EM | AT COST | $15,640 | $11,239 |
| 89155T490 TOUCHSTONE MID CAP-R | AT COST | $17,129 | $20,488 |
| 00171A852 AMG RR SM CAP VAL-I | AT COST | $10,080 | $11,136 |
| 00770X675 PZENA EMERG MKTS VAL | AT COST | $14,880 | $14,699 |
| 46432F339 ISHARES MSCI USA QUA | AT COST | $13,145 | $16,185 |
| 557492485 MADISON MID CAP FUND | AT COST | $14,880 | $16,371 |
| 72201F490 PIMCO INCOME FUND CL | AT COST | $14,880 | $15,268 |
| 921937603 VANGUARD TOTAL BD MK | AT COST | $37,200 | $38,550 |
| 97717X669 WISDOMTREE U.S. QUAL | AT COST | $22,012 | $23,895 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (4 entries)
| DescDesc | AmtAmt |
|---|---|
| 2023 TRANSACTION POSTED IN 2024 | $1,932 |
| ADJUSTMENT TO INCOME | $1 |
| RETURN OF CAPTIAL ADJUSTMENT | $169 |
| ROUNDING | $3 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Revenue And Expenses Per Books | $1,599 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2022 TRANSACTION POSTED IN 2023 | $1,306 |
| RETURN OF GRANTS | $30,290 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES ON QUALIFIED FOR | $222 | $222 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $66 | $66 | $0 |