GRACE I IRWIN TRUST NO 0235948 UW FBO SHADYSIDE HOSPITAL: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- GRACE I IRWIN TRUST NO 0235948 UW FBO SHADYSIDE HOSPITAL (EIN 25-6071986)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-04-20
- IRS object ID
- 202121109349101102
- Schema version
- 2020v4.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-04-20T12:00:36-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 155 N WACKER DR | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | 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 | 4128073335 | 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 BY | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 4128073335 | PhoneNum |
| Signature | 2021-04-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JACOB J ZEHNDER | PreparerPersonNm |
| PTIN | P01564049 | PTIN |
| Phone | 8445222059 | PhoneNum |
| Preparation | 2021-04-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization4947a1 Trtd PF | Yes (X) | Organization4947a1TrtdPFInd |
| FMV Assets EOY | $415,535 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $8,697 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,588 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,049 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $88,084 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,049 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $10,746 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,637 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $4,654 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $4,421 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $233 | 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 | $1,637 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $178 | 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 | $6,291 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,599 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $233 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $17,437 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $17,437 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $23,728 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,599 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $17,670 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$12,982 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,038 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $45,527 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $43,011 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $43,011 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $334,616 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $323,462 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $372,524 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $380,143 | TotalAssetsBOYAmt |
| Total Assets EOY | $366,473 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $415,535 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $378,940 | CapitalStockBOYAmt |
| Capital Stock EOY | $366,473 | CapitalStockEOYAmt |
| Retained Earning BOY | $1,203 | RetainedEarningBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $380,143 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $366,473 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $380,143 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $366,473 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $380,143 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$12,982 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $367,161 | SubtotalAmt |
| Other Decreases | $688 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $366,473 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (142 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 138.407 BLACKROCK TOTAL RETURN-I | 2019-12-19 | 2020-02-28 | $1,701 | $1,650 | $51 | $51 | |
| 59.308 BLACKROCK TOTAL RETURN-I | 2019-04-04 | 2020-02-28 | $729 | $680 | $49 | $49 | |
| 69.449 DOUBLELINE FLEXIBLE INC-I | 2019-10-11 | 2020-02-28 | $676 | $675 | $1 | $1 | |
| 16.279 LAZARD GLOBAL LISTED INFRASTRUCTURE PORTFOLIO | 2018-09-26 | 2020-02-28 | $250 | $249 | $1 | $1 | |
| 12.775 MFS EMERGING MKTS DEBT FD-R6 | 2019-04-04 | 2020-02-28 | $190 | $184 | $6 | $6 | |
| 18.257 MFS EMERGING MKTS DEBT FD-R6 | 2019-12-19 | 2020-02-28 | $272 | $271 | $1 | $1 | |
| 7.019 PRINCIPAL MIDCAP FUND-R6 | 2019-12-19 | 2020-02-28 | $208 | $217 | -$9 | -$9 | |
| .251 PGIM HIGH YIELD FUND CLASS R6 | 2019-04-04 | 2020-02-28 | $1 | $1 | |||
| 48.606 PGIM HIGH YIELD FUND CLASS R6 | 2019-12-19 | 2020-02-28 | $264 | $271 | -$7 | -$7 | |
| 33.269 T ROWE PRICE INSTITUTIONAL FLOATING RATE FUND | 2019-12-19 | 2020-02-28 | $322 | $328 | -$6 | -$6 | |
| 6.002 TOUCHSTONE SANDS EM GR-INST FUND 565 | 2019-04-04 | 2020-02-28 | $84 | $80 | $4 | $4 | |
| 4.109 TOUCHSTONE MID CAP GROW-INST | 2019-12-19 | 2020-02-28 | $133 | $138 | -$5 | -$5 | |
| 1.447 TOUCHSTONE MID CAP GROW-INST | 2019-04-04 | 2020-02-28 | $47 | $45 | $2 | $2 | |
| 176.555 WESTERN ASSET CORE PLUS BOND FD CLASS I FD 287 | 2019-12-19 | 2020-02-28 | $2,154 | $2,106 | $48 | $48 | |
| 6.889 WESTERN ASSET CORE PLUS BOND FD CLASS I FD 287 | 2018-04-06 | 2020-02-28 | $84 | $80 | $4 | $4 | |
| 43. SCHWAB US REIT ETF | 2019-12-19 | 2020-04-24 | $1,414 | $1,915 | -$501 | -$501 | |
| 348. SCHWAB US REIT ETF | 2019-04-04 | 2020-04-24 | $11,442 | $15,526 | -$4,084 | -$4,084 | |
| 85.537 BLACKROCK TOTAL RETURN-I | 2019-04-04 | 2020-07-01 | $1,061 | $980 | $81 | $81 | |
| 7.729 SEAFARER OVERSEAS GROWTH & INCOME INSTL CLASS | 2019-04-04 | 2020-07-01 | $87 | $90 | -$3 | -$3 | |
| 25.426 HARBOR FD VALUE FUND | 2020-02-28 | 2020-07-01 | $404 | $398 | $6 | $6 | |
| 3.584 WCM FOCUSED INTL GROWTH-INS | 2020-02-28 | 2020-07-01 | $72 | $64 | $8 | $8 | |
| 88.309 WCM FOCUSED INTL GROWTH-INS | 2018-09-26 | 2020-07-01 | $1,762 | $1,474 | $288 | $288 | |
| 2. ISHARES TR S&P 500 INDEX FD | 2020-02-28 | 2020-07-01 | $623 | $585 | $38 | $38 | |
| 1. ISHARES TR S&P 500 INDEX FD | 2019-04-04 | 2020-07-01 | $312 | $289 | $23 | $23 | |
| 23. ISHARES TR S&P SMLCAP 600 | 2020-02-28 | 2020-07-01 | $1,556 | $1,660 | -$104 | -$104 | |
| 194. ISHARES TR S&P SMLCAP 600 | 2019-04-04 | 2020-07-01 | $13,126 | $15,212 | -$2,086 | -$2,086 | |
| 2. ISHARES CORE MSCI EAFE ETF ETF | 2019-04-04 | 2020-07-01 | $114 | $124 | -$10 | -$10 | |
| 9.146 JENSEN QUALITY GROWTH-Y | 2019-04-04 | 2020-07-01 | $459 | $460 | -$1 | -$1 | |
| 12.861 JENSEN QUALITY GROWTH-Y | 2019-12-19 | 2020-07-01 | $645 | $660 | -$15 | -$15 | |
| 91.909 NUANCE MID CAP VALUE-Z | 2020-02-28 | 2020-07-01 | $1,125 | $1,137 | -$12 | -$12 | |
| 1146.72 NUANCE MID CAP VALUE-Z | 2019-04-04 | 2020-07-01 | $14,036 | $14,311 | -$275 | -$275 | |
| 50.411 TOUCHSTONE SANDS EM GR-INST FUND 565 | 2019-04-04 | 2020-07-01 | $782 | $673 | $109 | $109 | |
| 17.869 TOUCHSTONE MID CAP GROW-INST | 2019-04-04 | 2020-07-01 | $603 | $558 | $45 | $45 | |
| 148.256 TRIBUTARY SMALL COMPANY FD INST PLUS FD 1705 | 2019-04-04 | 2020-07-01 | $3,282 | $4,144 | -$862 | -$862 | |
| 227.282 WASATCH INTL OPPORTUNIT-INST | 2019-04-04 | 2020-07-01 | $923 | $766 | $157 | $157 | |
| 13.604 WASATCH INTL OPPORTUNIT-INST | 2020-02-28 | 2020-07-01 | $55 | $48 | $7 | $7 | |
| 74.774 WESTERN ASSET CORE PLUS BOND FD CLASS I FD 287 | 2018-04-06 | 2020-07-01 | $921 | $867 | $54 | $54 | |
| 21.59 SEAFARER OVERSEAS GROWTH & INCOME INSTL CLASS | 2019-04-04 | 2020-09-02 | $272 | $253 | $19 | $19 | |
| 7.707 HARBOR FD VALUE FUND | 2019-04-04 | 2020-09-02 | $138 | $116 | $22 | $22 | |
| 26.849 HARBOR FD VALUE FUND | 2020-02-28 | 2020-09-02 | $481 | $421 | $60 | $60 | |
| 23.367 OAKMARK INTL SM CAP-INST 2888 | 2019-04-04 | 2020-09-02 | $332 | $340 | -$8 | -$8 | |
| 8. INVESCO QQQ TRUST ETF | 2020-07-01 | 2020-09-02 | $2,393 | $1,995 | $398 | $398 | |
| 22.523 WCM FOCUSED INTL GROWTH-INS | 2018-09-26 | 2020-09-02 | $501 | $376 | $125 | $125 | |
| 2. ISHARES TR S&P 500 INDEX FD | 2019-04-04 | 2020-09-02 | $712 | $579 | $133 | $133 | |
| 1. ISHARES CORE MSCI EAFE ETF ETF | 2019-04-04 | 2020-09-02 | $62 | $62 | |||
| 13.758 JENSEN QUALITY GROWTH-Y | 2019-04-04 | 2020-09-02 | $788 | $692 | $96 | $96 | |
| .859 PRINCIPAL MIDCAP FUND-R6 | 2020-07-01 | 2020-09-02 | $29 | $25 | $4 | $4 | |
| 6.833 PRINCIPAL MIDCAP FUND-R6 | 2019-04-04 | 2020-09-02 | $228 | $188 | $40 | $40 | |
| 4.795 PRINCIPAL MIDCAP FUND-R6 | 2019-12-19 | 2020-09-02 | $160 | $148 | $12 | $12 | |
| 53.421 TOUCHSTONE SANDS EM GR-INST FUND 565 | 2019-04-04 | 2020-09-02 | $1,003 | $713 | $290 | $290 | |
| 6.857 TOUCHSTONE MID CAP GROW-INST | 2019-04-04 | 2020-09-02 | $256 | $214 | $42 | $42 | |
| 46.796 TRANSAMERICA SM CAP GROW-I2 | 2020-07-01 | 2020-09-02 | $356 | $315 | $41 | $41 | |
| 102.162 WASATCH INTL OPPORTUNIT-INST | 2019-04-04 | 2020-09-02 | $486 | $344 | $142 | $142 | |
| 9. WISDOMTREE U.S. QUALITY DIVI ETF | 2020-07-01 | 2020-09-02 | $462 | $411 | $51 | $51 | |
| 26.135 CAMBIAR INTL EQUITY FUND-INS | 2018-09-26 | 2020-12-01 | $687 | $726 | -$39 | -$39 | |
| 12. FIDELITY REAL ESTATE ETF ETF | 2020-09-02 | 2020-12-01 | $304 | $294 | $10 | $10 | |
| 36.734 SEAFARER OVERSEAS GROWTH & INCOME INSTL CLASS | 2019-04-04 | 2020-12-01 | $514 | $430 | $84 | $84 | |
| 57.361 HARBOR FD VALUE FUND | 2019-04-04 | 2020-12-01 | $1,098 | $865 | $233 | $233 | |
| 78.104 OAKMARK INTL SM CAP-INST 2888 | 2019-04-04 | 2020-12-01 | $1,310 | $1,138 | $172 | $172 | |
| 43.191 WCM FOCUSED INTL GROWTH-INS | 2018-09-26 | 2020-12-01 | $1,040 | $721 | $319 | $319 | |
| 1. ISHARES TR S&P 500 INDEX FD | 2019-04-04 | 2020-12-01 | $368 | $289 | $79 | $79 | |
| 12. ISHARES CORE MSCI EAFE ETF ETF | 2019-04-04 | 2020-12-01 | $813 | $743 | $70 | $70 | |
| 5.52 JENSEN QUALITY GROWTH-Y | 2019-04-04 | 2020-12-01 | $326 | $277 | $49 | $49 | |
| 28.72 LAZARD GLOBAL LISTED INFRASTRUCTURE PORTFOLIO | 2018-09-26 | 2020-12-01 | $427 | $437 | -$10 | -$10 | |
| 23.349 PRINCIPAL MIDCAP FUND-R6 | 2019-04-04 | 2020-12-01 | $825 | $642 | $183 | $183 | |
| 22.823 TOUCHSTONE SANDS EM GR-INST FUND 565 | 2019-04-04 | 2020-12-01 | $472 | $305 | $167 | $167 | |
| 27.559 TOUCHSTONE MID CAP GROW-INST | 2019-04-04 | 2020-12-01 | $1,133 | $861 | $272 | $272 | |
| 46.139 TRANSAMERICA SM CAP GROW-I2 | 2020-07-01 | 2020-12-01 | $371 | $311 | $60 | $60 | |
| 52.987 TRIBUTARY SMALL COMPANY FD INST PLUS FD 1705 | 2019-04-04 | 2020-12-01 | $1,498 | $1,481 | $17 | $17 | |
| 80.195 WASATCH INTL OPPORTUNIT-INST | 2019-04-04 | 2020-12-01 | $411 | $270 | $141 | $141 | |
| 3. WISDOMTREE U.S. QUALITY DIVI ETF | 2020-07-01 | 2020-12-01 | $160 | $137 | $23 | $23 | |
| CAPITAL GAIN DIVIDENDS | $5,749 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,749 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,749 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,749 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,749 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,749 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,749 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,749 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,749 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,749 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,749 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,749 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,749 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,749 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,749 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,749 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,749 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,749 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,749 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,749 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,749 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,749 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,749 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,749 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,749 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,749 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,749 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,749 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,749 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,749 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,749 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,749 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,749 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,749 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,749 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,749 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,749 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,749 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,749 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,749 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,749 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,749 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,749 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,749 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,749 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,749 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,749 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,749 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,749 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,749 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,749 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,749 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,749 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,749 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,749 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,749 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,749 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,749 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,749 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,749 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,749 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,749 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,749 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,749 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,749 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,749 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,749 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,749 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,749 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,749 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,749 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,049 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $84 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $84 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $84 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $962 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $962 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $878 | OverpaymentAmt |
| Applied To ES Tax | $84 | AppliedToESTaxAmt |
| Refund | $794 | 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 |
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 | 4128073335 | 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) |
|---|---|---|
| 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 | 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 | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $4,654 | 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 | $382,146 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $382,146 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $382,146 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,732 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $376,414 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $18,821 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $18,821 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $84 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $84 | TotalTaxAmt |
| Distributable Before Adj | $18,737 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $18,737 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $18,737 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $17,670 | 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 | $17,670 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $17,670 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $18,737 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $17,437 | 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 | $17,670 | QualifyingDistributionsAmt |
| Applied To Year1 | $17,437 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $233 | 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 | $18,504 | 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 | $17,437 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $17,437 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,697 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,049 | 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 | $10,746 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,746 | 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 (26 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS - FIXED | |||
| MUTUAL FUNDS - EQUITY | |||
| 258620798 DOUBLELINE FLEXIBLE | AT COST | $15,286 | $15,240 |
| 316092857 FIDELITY REAL ESTATE | AT COST | $14,551 | $16,954 |
| 317609295 SEAFARER OVERSEAS GR | AT COST | $6,396 | $8,082 |
| 411511603 HARBOR FD LARGE CAP | AT COST | $17,234 | $21,976 |
| 413838657 OAKMARK INTL SM CAP- | AT COST | $8,251 | $9,727 |
| 461418444 WCM FOCUSED INTL GRO | AT COST | $11,781 | $17,632 |
| 464287200 ISHARES CORE S&P 500 | AT COST | $10,124 | $13,139 |
| 476313408 JENSEN QUALITY GROWT | AT COST | $15,335 | $16,959 |
| 552746364 MFS EMERGING MKTS DE | AT COST | $8,956 | $9,577 |
| 936793686 WASATCH INTL OPPORTU | AT COST | $4,534 | $7,877 |
| 957663503 WESTERN ASSET CORE P | AT COST | $34,504 | $37,367 |
| 46090E103 INVESCO QQQ TRUST ET | AT COST | $17,011 | $21,334 |
| 00769G543 CAMBIAR INTL EQUITY | AT COST | $19,242 | $19,196 |
| 09252M883 BLACKROCK TOTAL RETU | AT COST | $34,371 | $36,414 |
| 46432F842 ISHARES CORE MSCI EA | AT COST | $11,149 | $12,505 |
| 52106N459 LAZARD GLOBAL LISTED | AT COST | $15,366 | $14,943 |
| 74256W584 PRINCIPAL MIDCAP FUN | AT COST | $11,818 | $15,538 |
| 74440Y884 PGIM HIGH YIELD FUND | AT COST | $12,163 | $12,375 |
| 77958B105 T ROWE PRICE INSTITU | AT COST | $12,490 | $12,342 |
| 89154Q562 TOUCHSTONE SANDS EM | AT COST | $4,912 | $8,086 |
| 89154X526 TOUCHSTONE MID CAP G | AT COST | $10,075 | $13,059 |
| 89355J656 TRANSAMERICA SM CAP | AT COST | $7,921 | $9,651 |
| 89609H704 TRIBUTARY SMALL COMP | AT COST | $11,130 | $12,083 |
| 97717X669 WISDOMTREE U.S. QUAL | AT COST | $8,862 | $10,468 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| 2020 TRANSACTIONS POSTED IN 2021 | $678 |
| ROUNDING ADJUSTMENTS | $8 |
| RETURN OF CAPITAL | $2 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $497 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $962 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $128 | $128 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $50 | $50 | $0 |