GRACE I IRWIN TRUST NO 0235948 UW FBO SHADYSIDE HOSPITAL: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- GRACE I IRWIN TRUST NO 0235948 UW FBO SHADYSIDE HOSPITAL (EIN 25-6071986)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-03-30
- IRS object ID
- 202000909349100820
- Schema version
- 2019v5.0
- 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 | 2020-03-30T17:01:54-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | 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 | 4127629161 | 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 | 4127629161 | PhoneNum |
| Signature | 2020-03-19 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $400,726 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $9,425 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,425 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $42,989 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $307,429 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $42,989 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $52,414 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $52,414 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $4,554 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $4,327 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $228 | 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 | $8 | TaxesRevAndExpnssAmt |
| 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 | $4,562 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,327 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $228 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $14,565 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $14,565 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $19,127 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,327 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $14,793 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $33,287 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $48,087 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $45,334 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $45,527 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $45,527 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $301,525 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $334,616 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $355,199 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $346,859 | TotalAssetsBOYAmt |
| Total Assets EOY | $380,143 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $400,726 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $345,265 | CapitalStockBOYAmt |
| Capital Stock EOY | $378,940 | CapitalStockEOYAmt |
| Retained Earning BOY | $1,594 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,203 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $346,859 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $380,143 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $346,859 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $380,143 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $346,859 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $33,287 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $380,146 | SubtotalAmt |
| Other Decreases | $3 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $380,143 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (90 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 4. ISHARES TIPS BOND ETF | 2016-08-25 | 2019-01-10 | $441 | $465 | -$24 | -$24 | |
| 17. ISHARES CORE US AGGREGATE BOND ETF | 2014-10-22 | 2019-01-10 | $1,810 | $1,879 | -$69 | -$69 | |
| 3. ISHARES MSCI EMERGING MKTS INDEX FUND | 2018-08-27 | 2019-01-10 | $122 | $132 | -$10 | -$10 | |
| 167.612 VANGUARD TOTL BD MKT IDX-ADM | 2014-10-22 | 2019-01-10 | $1,750 | $1,829 | -$79 | -$79 | |
| 18.021 VIRTUS SEIX FLOATING RATE HIGH INCOME FUND CLASS I | 2018-08-27 | 2019-01-10 | $153 | $157 | -$4 | -$4 | |
| 13.911 VIRTUS SEIX FLOATING RATE HIGH INCOME FUND CLASS I | 2016-08-05 | 2019-01-10 | $118 | $120 | -$2 | -$2 | |
| 99.228 WESTERN ASSET CORE PLUS BOND FD CLASS I FD 287 | 2018-04-06 | 2019-01-10 | $1,120 | $1,151 | -$31 | -$31 | |
| 1.984 CAMBIAR INTL EQUITY FUND-INS | 2018-09-26 | 2019-04-04 | $51 | $55 | -$4 | -$4 | |
| 41.323 BAIRD MIDCAP INST | 2019-01-10 | 2019-04-04 | $880 | $764 | $116 | $116 | |
| 403.822 BAIRD MIDCAP INST | 2016-04-06 | 2019-04-04 | $8,597 | $6,114 | $2,483 | $2,483 | |
| 149.195 WCM FOCUSED INTL GROWTH-INS | 2018-09-26 | 2019-04-04 | $2,380 | $2,490 | -$110 | -$110 | |
| 2. ISHARES TIPS BOND ETF | 2018-08-27 | 2019-04-04 | $225 | $225 | |||
| 102. ISHARES TIPS BOND ETF | 2016-08-25 | 2019-04-04 | $11,467 | $11,840 | -$373 | -$373 | |
| 331. ISHARES CORE US AGGREGATE BOND ETF | 2014-10-22 | 2019-04-04 | $35,816 | $36,461 | -$645 | -$645 | |
| 7. ISHARES CORE US AGGREGATE BOND ETF | 2018-08-27 | 2019-04-04 | $757 | $746 | $11 | $11 | |
| 147. ISHARES MSCI EMERGING MKTS INDEX FUND | 2014-12-30 | 2019-04-04 | $6,456 | $5,320 | $1,136 | $1,136 | |
| 14. ISHARES MSCI EMERGING MKTS INDEX FUND | 2018-08-27 | 2019-04-04 | $615 | $617 | -$2 | -$2 | |
| 137. ISHARES TR S&P 500/BARRA GROWTH INDEX FD | 2018-11-28 | 2019-04-04 | $23,870 | $22,120 | $1,750 | $1,750 | |
| 20. ISHARES TR S&P SMLCP VALU | 2012-04-12 | 2019-04-04 | $3,012 | $1,534 | $1,478 | $1,478 | |
| 3. ISHARES TR S&P SMLCP VALU | 2018-12-04 | 2019-04-04 | $452 | $440 | $12 | $12 | |
| 2. ISHARES TR S&P SMLCP GROW | 2018-12-04 | 2019-04-04 | $362 | $357 | $5 | $5 | |
| 17. ISHARES TR S&P SMLCP GROW | 2014-03-14 | 2019-04-04 | $3,080 | $2,020 | $1,060 | $1,060 | |
| 4. ISHARES EDGE MSCI USA QUALITY FACTOR ETF | 2019-01-10 | 2019-04-04 | $359 | $315 | $44 | $44 | |
| 206. ISHARES EDGE MSCI USA QUALITY FACTOR ETF | 2016-10-03 | 2019-04-04 | $18,466 | $13,849 | $4,617 | $4,617 | |
| 149. ISHARES EDGE MSCI USA VALUE FACTOR ETF | 2016-10-03 | 2019-04-04 | $12,157 | $9,701 | $2,456 | $2,456 | |
| 7. ISHARES EDGE MSCI USA VALUE FACTOR ETF | 2018-12-04 | 2019-04-04 | $571 | $545 | $26 | $26 | |
| 2. ISHARES EDGE MSCI USA MOMENTUM FACTOR ETF | 2018-12-04 | 2019-04-04 | $224 | $210 | $14 | $14 | |
| 40. ISHARES EDGE MSCI USA MOMENTUM FACTOR ETF | 2018-09-28 | 2019-04-04 | $4,473 | $4,770 | -$297 | -$297 | |
| 585.805 MFS VALUE FUND CLASS I FUND 893 | 2010-02-08 | 2019-04-04 | $23,661 | $11,628 | $12,033 | $12,033 | |
| 44.47 MFS VALUE FUND CLASS I FUND 893 | 2019-01-10 | 2019-04-04 | $1,796 | $1,628 | $168 | $168 | |
| 32.004 T ROWE PRICE GROWTH STOCK FUND | 2019-01-10 | 2019-04-04 | $2,159 | $1,924 | $235 | $235 | |
| 296.528 T ROWE PRICE GROWTH STOCK FUND | 2013-10-07 | 2019-04-04 | $20,007 | $13,878 | $6,129 | $6,129 | |
| 637.42 ROWE T PRICE VALUE FD INC COM | 2013-08-01 | 2019-04-04 | $22,157 | $20,445 | $1,712 | $1,712 | |
| 92.952 ROWE T PRICE VALUE FD INC COM | 2019-01-10 | 2019-04-04 | $3,231 | $2,935 | $296 | $296 | |
| 82.243 VANGUARD TOTL BD MKT IDX-ADM | 2018-08-27 | 2019-04-04 | $874 | $860 | $14 | $14 | |
| 3212.997 VANGUARD TOTL BD MKT IDX-ADM | 2014-10-22 | 2019-04-04 | $34,154 | $34,933 | -$779 | -$779 | |
| 963.437 VIRTUS SEIX FLOATING RATE HIGH INCOME FUND CLASS I | 2016-08-05 | 2019-04-04 | $8,247 | $8,276 | -$29 | -$29 | |
| 228.506 WELLS FARGO SPECIAL US MID CAP VALUE I | 2016-05-26 | 2019-04-04 | $8,718 | $7,340 | $1,378 | $1,378 | |
| 14.895 WELLS FARGO SPECIAL US MID CAP VALUE I | 2019-01-10 | 2019-04-04 | $568 | $507 | $61 | $61 | |
| 11. WISDOMTREE U.S. QUALITY DIVI ETF | 2019-01-10 | 2019-04-04 | $480 | $430 | $50 | $50 | |
| 341. WISDOMTREE U.S. QUALITY DIVI ETF | 2016-10-03 | 2019-04-04 | $14,881 | $10,984 | $3,897 | $3,897 | |
| 138.794 BLACKROCK TOTAL RETURN-I | 2019-04-04 | 2019-06-04 | $1,620 | $1,591 | $29 | $29 | |
| 46.434 DOUBLELINE FLEXIBLE INC-I | 2019-04-04 | 2019-06-04 | $451 | $449 | $2 | $2 | |
| 6.782 HARBOR FD VALUE FUND | 2019-04-04 | 2019-06-04 | $102 | $102 | |||
| 50. WCM FOCUSED INTL GROWTH-INS | 2018-09-26 | 2019-06-04 | $824 | $835 | -$11 | -$11 | |
| 31.783 LAZARD GLOBAL LISTED INFRASTRUCTURE PORTFOLIO | 2018-09-26 | 2019-06-04 | $476 | $486 | -$10 | -$10 | |
| 13.937 MFS EMERGING MKTS DEBT FD-R6 | 2019-04-04 | 2019-06-04 | $200 | $200 | |||
| 39.984 NUANCE MID CAP VALUE-Z | 2019-04-04 | 2019-06-04 | $507 | $499 | $8 | $8 | |
| 17.359 PRINCIPAL MIDCAP FUND-R6 | 2019-04-04 | 2019-06-04 | $489 | $477 | $12 | $12 | |
| 37.481 PGIM HIGH YIELD FUND CLASS R6 | 2019-04-04 | 2019-06-04 | $203 | $204 | -$1 | -$1 | |
| 31.238 T ROWE PRICE INSTITUTIONAL FLOATING RATE FUND | 2019-04-04 | 2019-06-04 | $307 | $307 | |||
| 3. SCHWAB US REIT ETF | 2019-04-04 | 2019-06-04 | $132 | $134 | -$2 | -$2 | |
| 108.318 WASATCH INTL OPPORTUNIT-INST | 2019-04-04 | 2019-06-04 | $377 | $365 | $12 | $12 | |
| 3.198 WASATCH INTL OPPORTUNIT-INST | 2018-02-06 | 2019-06-04 | $11 | $11 | |||
| 131.224 WESTERN ASSET CORE PLUS BOND FD CLASS I FD 287 | 2018-04-06 | 2019-06-04 | $1,539 | $1,522 | $17 | $17 | |
| 15.806 CAMBIAR INTL EQUITY FUND-INS | 2018-09-26 | 2019-10-11 | $410 | $439 | -$29 | -$29 | |
| 31.159 BLACKROCK TOTAL RETURN-I | 2019-04-04 | 2019-10-11 | $371 | $357 | $14 | $14 | |
| 18.524 SEAFARER OVERSEAS GROWTH & INCOME INSTL CLASS | 2019-04-04 | 2019-10-11 | $213 | $217 | -$4 | -$4 | |
| 71.12 HARBOR FD VALUE FUND | 2019-04-04 | 2019-10-11 | $1,136 | $1,072 | $64 | $64 | |
| 5.865 OAKMARK INTL SM CAP-INST 2888 | 2019-04-04 | 2019-10-11 | $86 | $85 | $1 | $1 | |
| 26.305 WCM FOCUSED INTL GROWTH-INS | 2018-09-26 | 2019-10-11 | $454 | $439 | $15 | $15 | |
| 2. ISHARES TR S&P 500 INDEX FD | 2019-04-04 | 2019-10-11 | $599 | $579 | $20 | $20 | |
| 4. ISHARES TR S&P SMLCAP 600 | 2019-04-04 | 2019-10-11 | $309 | $314 | -$5 | -$5 | |
| 3. ISHARES CORE MSCI EAFE ETF ETF | 2019-04-04 | 2019-10-11 | $185 | $186 | -$1 | -$1 | |
| 18.467 JENSEN QUALITY GROWTH-Y | 2019-04-04 | 2019-10-11 | $950 | $928 | $22 | $22 | |
| 1.069 LAZARD GLOBAL LISTED INFRASTRUCTURE PORTFOLIO | 2018-09-26 | 2019-10-11 | $16 | $16 | |||
| 7.94 MFS EMERGING MKTS DEBT FD-R6 | 2019-04-04 | 2019-10-11 | $116 | $114 | $2 | $2 | |
| 29.911 NUANCE MID CAP VALUE-Z | 2019-04-04 | 2019-10-11 | $393 | $373 | $20 | $20 | |
| 35.164 PRINCIPAL MIDCAP FUND-R6 | 2019-04-04 | 2019-10-11 | $1,074 | $966 | $108 | $108 | |
| 5.337 PGIM HIGH YIELD FUND CLASS R6 | 2019-04-04 | 2019-10-11 | $29 | $29 | |||
| 22. SCHWAB US REIT ETF | 2019-04-04 | 2019-10-11 | $1,039 | $982 | $57 | $57 | |
| 10.24 TOUCHSTONE SANDS EM GR-INST FUND 565 | 2019-04-04 | 2019-10-11 | $134 | $137 | -$3 | -$3 | |
| 20.983 TOUCHSTONE MID CAP GROW-INST | 2019-04-04 | 2019-10-11 | $686 | $656 | $30 | $30 | |
| 24.785 TRIBUTARY SMALL COMPANY FD INST PLUS FD 1705 | 2019-04-04 | 2019-10-11 | $693 | $693 | |||
| 26.35 WASATCH INTL OPPORTUNIT-INST | 2019-04-04 | 2019-10-11 | $95 | $89 | $6 | $6 | |
| 56.89 WESTERN ASSET CORE PLUS BOND FD CLASS I FD 287 | 2018-04-06 | 2019-10-11 | $688 | $660 | $28 | $28 | |
| 21.8 CAMBIAR INTL EQUITY FUND-INS | 2018-09-26 | 2019-12-19 | $596 | $606 | -$10 | -$10 | |
| 19.24 SEAFARER OVERSEAS GROWTH & INCOME INSTL CLASS | 2019-04-04 | 2019-12-19 | $236 | $225 | $11 | $11 | |
| 57.44 HARBOR FD VALUE FUND | 2019-04-04 | 2019-12-19 | $993 | $866 | $127 | $127 | |
| 49.699 OAKMARK INTL SM CAP-INST 2888 | 2019-04-04 | 2019-12-19 | $802 | $724 | $78 | $78 | |
| 46.791 WCM FOCUSED INTL GROWTH-INS | 2018-09-26 | 2019-12-19 | $878 | $781 | $97 | $97 | |
| 1. ISHARES TR S&P 500 INDEX FD | 2019-04-04 | 2019-12-19 | $321 | $289 | $32 | $32 | |
| 7. ISHARES TR S&P SMLCAP 600 | 2019-04-04 | 2019-12-19 | $586 | $549 | $37 | $37 | |
| 1. ISHARES CORE MSCI EAFE ETF ETF | 2019-04-04 | 2019-12-19 | $65 | $62 | $3 | $3 | |
| 12.844 LAZARD GLOBAL LISTED INFRASTRUCTURE PORTFOLIO | 2018-09-26 | 2019-12-19 | $205 | $197 | $8 | $8 | |
| 53.604 NUANCE MID CAP VALUE-Z | 2019-04-04 | 2019-12-19 | $763 | $669 | $94 | $94 | |
| 33.169 TOUCHSTONE SANDS EM GR-INST FUND 565 | 2019-04-04 | 2019-12-19 | $480 | $443 | $37 | $37 | |
| 13.547 TRIBUTARY SMALL COMPANY FD INST PLUS FD 1705 | 2019-04-04 | 2019-12-19 | $400 | $379 | $21 | $21 | |
| 42.414 WASATCH INTL OPPORTUNIT-INST | 2019-04-04 | 2019-12-19 | $158 | $143 | $15 | $15 | |
| CAPITAL GAIN DIVIDENDS | $3,315 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $42,989 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $14,854 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $378,103 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.039286 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $16,481 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $366,525 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.044966 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $16,981 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $349,621 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04857 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $16,510 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $368,666 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.044783 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $15,489 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $373,185 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.041505 | DistributionYr5Rt |
| Total Distribution | 0.21911 | TotalDistributionRt |
| Average Distribution | 0.043822 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $379,058 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $16,611 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $481 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $17,092 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $14,793 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $962 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $962 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $962 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $465 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $465 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $497 | 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 |
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 | 4127629161 | 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 | $4,554 | 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 | $384,830 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $384,830 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $384,830 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,772 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $379,058 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $18,953 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $18,953 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $962 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $962 | TotalTaxAmt |
| Distributable Before Adj | $17,991 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $17,991 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $17,991 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $14,793 | 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 | $14,793 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $14,793 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $17,991 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $14,239 | 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 | $14,793 | QualifyingDistributionsAmt |
| Applied To Year1 | $14,239 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $554 | 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 | $17,437 | 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 | $14,565 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $14,565 | 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 | $9,425 | 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 | $42,989 | 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 | $52,414 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $52,414 | 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 (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS - FIXED | AT COST | $116,437 | $119,820 |
| MUTUAL FUNDS - EQUITY | AT COST | $218,179 | $235,379 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING ADJ FOR SALES AND TRANSACTIONS | Desc |
| Amt | $3 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL ESTIMATES - PRINCIPAL | CategoryTxt |
| Amt | $8 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |