JOHN S MACK UA CHARITABLE TRUST: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- JOHN S MACK UA CHARITABLE TRUST (EIN 25-6019552)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-04-20
- IRS object ID
- 202011119349100026
- 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 | 2020-04-20T17:00:23-05:00 | 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 | 256019552 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN S MACK UA CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MACK | BusinessNameControlTxt |
| Phone | 4127628133 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 609 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152309738 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PNC BANK N A BY | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 4127628133 | PhoneNum |
| Signature | 2020-04-10 | 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 | $463,140 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $11,116 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,116 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $35,744 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $368,314 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $35,744 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $5 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $46,865 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $46,860 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $5,990 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,995 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $2,995 | 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 Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $5,990 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,995 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,995 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $18,843 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $18,843 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $24,833 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,995 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $21,838 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $22,032 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $43,865 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $18,184 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $19,537 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $19,537 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $253,342 | CorporateStockBOYAmt |
| Corporate Stock EOY | $273,838 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $295,008 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $144,203 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $144,390 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $148,595 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $415,729 | TotalAssetsBOYAmt |
| Total Assets EOY | $437,765 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $463,140 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $415,729 | CapitalStockBOYAmt |
| Capital Stock EOY | $437,765 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $415,729 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $437,765 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $415,729 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $437,765 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $415,729 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $22,032 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4 | OtherIncreasesAmt |
| Subtotal | $437,765 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $437,765 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (57 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 3. ISHARES TIPS BOND ETF | 2016-09-21 | 2019-01-10 | $330 | $345 | -$15 | -$15 | |
| 8. ISHARES CORE US AGGREGATE BOND ETF | 2016-09-21 | 2019-01-10 | $852 | $894 | -$42 | -$42 | |
| 2. ISHARES MSCI EMERGING MKTS INDEX FUND | 2018-12-12 | 2019-01-10 | $81 | $81 | |||
| 75.662 VANGUARD TOTL BD MKT IDX-ADM | 2016-09-21 | 2019-01-10 | $790 | $835 | -$45 | -$45 | |
| 21.642 VIRTUS SEIX FLOATING RATE HIGH INCOME FUND CLASS I | 2017-12-04 | 2019-01-10 | $184 | $188 | -$4 | -$4 | |
| 59.228 WESTERN ASSET CORE PLUS BOND FD CLASS I FD 287 | 2018-04-06 | 2019-01-10 | $669 | $687 | -$18 | -$18 | |
| 18.023 CAMBIAR INTL EQUITY FUND-INS | 2018-09-26 | 2019-04-04 | $467 | $501 | -$34 | -$34 | |
| 30.12 BAIRD MIDCAP INST | 2019-01-10 | 2019-04-04 | $641 | $557 | $84 | $84 | |
| 528.437 BAIRD MIDCAP INST | 2016-09-21 | 2019-04-04 | $11,250 | $8,275 | $2,975 | $2,975 | |
| 219.569 WCM FOCUSED INTL GROWTH-INS | 2018-09-26 | 2019-04-04 | $3,502 | $3,665 | -$163 | -$163 | |
| 130. ISHARES TIPS BOND ETF | 2016-09-21 | 2019-04-04 | $14,614 | $14,927 | -$313 | -$313 | |
| 424. ISHARES CORE US AGGREGATE BOND ETF | 2016-09-21 | 2019-04-04 | $45,880 | $47,263 | -$1,383 | -$1,383 | |
| 10. ISHARES MSCI EMERGING MKTS INDEX FUND | 2018-12-12 | 2019-04-04 | $439 | $407 | $32 | $32 | |
| 192. ISHARES MSCI EMERGING MKTS INDEX FUND | 2016-09-21 | 2019-04-04 | $8,432 | $7,055 | $1,377 | $1,377 | |
| 172. ISHARES TR S&P 500/BARRA GROWTH INDEX FD | 2018-11-28 | 2019-04-04 | $29,968 | $27,749 | $2,219 | $2,219 | |
| 1. ISHARES TR S&P SMLCP VALU | 2018-12-12 | 2019-04-04 | $151 | $143 | $8 | $8 | |
| 28. ISHARES TR S&P SMLCP VALU | 2016-09-21 | 2019-04-04 | $4,216 | $3,430 | $786 | $786 | |
| 23. ISHARES TR S&P SMLCP GROW | 2016-09-21 | 2019-04-04 | $4,167 | $3,131 | $1,036 | $1,036 | |
| 1. ISHARES TR S&P SMLCP GROW | 2019-01-10 | 2019-04-04 | $181 | $169 | $12 | $12 | |
| 257. ISHARES EDGE MSCI USA QUALITY FACTOR ETF | 2016-10-03 | 2019-04-04 | $23,038 | $17,277 | $5,761 | $5,761 | |
| 7. ISHARES EDGE MSCI USA QUALITY FACTOR ETF | 2019-01-10 | 2019-04-04 | $627 | $551 | $76 | $76 | |
| 193. ISHARES EDGE MSCI USA VALUE FACTOR ETF | 2016-10-03 | 2019-04-04 | $15,747 | $12,566 | $3,181 | $3,181 | |
| 2. ISHARES EDGE MSCI USA VALUE FACTOR ETF | 2019-01-10 | 2019-04-04 | $163 | $151 | $12 | $12 | |
| 51. ISHARES EDGE MSCI USA MOMENTUM FACTOR ETF | 2018-09-28 | 2019-04-04 | $5,702 | $6,082 | -$380 | -$380 | |
| 745.122 MFS VALUE FUND CLASS I FUND 893 | 2016-09-21 | 2019-04-04 | $30,095 | $26,556 | $3,539 | $3,539 | |
| 42.693 MFS VALUE FUND CLASS I FUND 893 | 2018-12-12 | 2019-04-04 | $1,724 | $1,583 | $141 | $141 | |
| 3.014 MFS VALUE FUND CLASS I FUND 893 | 2018-04-06 | 2019-04-04 | $122 | $118 | $4 | $4 | |
| 29.973 T ROWE PRICE GROWTH STOCK FUND | 2019-01-10 | 2019-04-04 | $2,022 | $1,802 | $220 | $220 | |
| 382.225 T ROWE PRICE GROWTH STOCK FUND | 2016-09-21 | 2019-04-04 | $25,789 | $20,670 | $5,119 | $5,119 | |
| 822.246 ROWE T PRICE VALUE FD INC COM | 2016-09-21 | 2019-04-04 | $28,581 | $27,477 | $1,104 | $1,104 | |
| 163.302 VANGUARD TOTL BD MKT IDX-ADM | 2018-04-06 | 2019-04-04 | $1,736 | $1,716 | $20 | $20 | |
| 3970.695 VANGUARD TOTL BD MKT IDX-ADM | 2016-09-21 | 2019-04-04 | $42,208 | $43,718 | -$1,510 | -$1,510 | |
| 1208.666 VIRTUS SEIX FLOATING RATE HIGH INCOME FUND CLASS I | 2016-08-01 | 2019-04-04 | $10,346 | $10,400 | -$54 | -$54 | |
| 279.891 WELLS FARGO SPECIAL US MID CAP VALUE I | 2016-09-21 | 2019-04-04 | $10,678 | $9,407 | $1,271 | $1,271 | |
| 25.64 WELLS FARGO SPECIAL US MID CAP VALUE I | 2018-12-12 | 2019-04-04 | $978 | $883 | $95 | $95 | |
| 427. WISDOMTREE U.S. QUALITY DIVI ETF | 2016-10-03 | 2019-04-04 | $18,634 | $13,755 | $4,879 | $4,879 | |
| 14. WISDOMTREE U.S. QUALITY DIVI ETF | 2019-01-10 | 2019-04-04 | $611 | $547 | $64 | $64 | |
| 1.376 CAMBIAR INTL EQUITY FUND-INS | 2018-09-26 | 2019-12-05 | $36 | $38 | -$2 | -$2 | |
| 83.351 BLACKROCK TOTAL RETURN-I | 2019-04-04 | 2019-12-05 | $994 | $955 | $39 | $39 | |
| 154.845 HARBOR FD VALUE FUND | 2019-04-04 | 2019-12-05 | $2,623 | $2,335 | $288 | $288 | |
| 37.086 OAKMARK INTL SM CAP-INST 2888 | 2019-04-04 | 2019-12-05 | $582 | $540 | $42 | $42 | |
| 125.658 WCM FOCUSED INTL GROWTH-INS | 2018-09-26 | 2019-12-05 | $2,283 | $2,097 | $186 | $186 | |
| 3. ISHARES TR S&P 500 INDEX FD | 2019-04-04 | 2019-12-05 | $939 | $868 | $71 | $71 | |
| 7. ISHARES TR S&P SMLCAP 600 | 2019-04-04 | 2019-12-05 | $570 | $549 | $21 | $21 | |
| 3. ISHARES CORE MSCI EAFE ETF ETF | 2019-04-04 | 2019-12-05 | $192 | $186 | $6 | $6 | |
| 18.798 JENSEN QUALITY GROWTH-Y | 2019-04-04 | 2019-12-05 | $1,010 | $945 | $65 | $65 | |
| 18.865 LAZARD GLOBAL LISTED INFRASTRUCTURE PORTFOLIO | 2018-09-26 | 2019-12-05 | $288 | $289 | -$1 | -$1 | |
| .339 MFS EMERGING MKTS DEBT FD-R6 | 2019-04-04 | 2019-12-05 | $5 | $5 | |||
| 146.822 NUANCE MID CAP VALUE-Z | 2019-04-04 | 2019-12-05 | $2,058 | $1,832 | $226 | $226 | |
| 74.674 PRINCIPAL MIDCAP FUND-R6 | 2019-04-04 | 2019-12-05 | $2,374 | $2,052 | $322 | $322 | |
| 11. SCHWAB US REIT ETF | 2019-04-04 | 2019-12-05 | $513 | $491 | $22 | $22 | |
| 10.754 TOUCHSTONE SANDS EM GR-INST FUND 565 | 2019-04-04 | 2019-12-05 | $150 | $144 | $6 | $6 | |
| 42.782 TOUCHSTONE MID CAP GROW-INST | 2019-04-04 | 2019-12-05 | $1,491 | $1,337 | $154 | $154 | |
| 10.028 TRIBUTARY SMALL COMPANY FD INST PLUS FD 1705 | 2019-04-04 | 2019-12-05 | $291 | $280 | $11 | $11 | |
| 251.579 WASATCH INTL OPPORTUNIT-INST | 2019-04-04 | 2019-12-05 | $953 | $848 | $105 | $105 | |
| 104.996 WESTERN ASSET CORE PLUS BOND FD CLASS I FD 287 | 2018-04-06 | 2019-12-05 | $1,268 | $1,218 | $50 | $50 | |
| CAPITAL GAIN DIVIDENDS | $4,079 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $35,744 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $20,979 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $441,333 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047536 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $19,405 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $430,372 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.045089 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $19,555 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $403,702 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048439 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $20,868 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $420,118 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049672 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $18,612 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $424,574 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.043837 | DistributionYr5Rt |
| Total Distribution | 0.234573 | TotalDistributionRt |
| Average Distribution | 0.046915 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $440,542 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $20,668 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $439 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $21,107 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $21,838 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $439 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $439 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $439 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $212 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $212 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $227 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PNC BANK NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4127628133 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 620 LIBERTY AVENUE | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152222705 | 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 NA | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 609 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15230 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $5,990 | 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 | $447,251 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $447,251 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $447,251 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,709 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $440,542 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $22,027 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $22,027 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $439 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $439 | TotalTaxAmt |
| Distributable Before Adj | $21,588 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $21,588 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $21,588 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $21,838 | 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 | $21,838 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $439 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $21,399 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $21,588 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $18,843 | 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 | $21,838 | QualifyingDistributionsAmt |
| Applied To Year1 | $18,843 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,995 | 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 | $18,593 | 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 MCKEESPORT HOSPITAL | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 FIFTH AVENUE | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15213 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PUBLIC CHARITY | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL SUPPORT | GrantOrContributionPurposeTxt |
| Amt | $18,843 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $18,843 | 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 | $11,116 | 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 | $35,744 | 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 | 14 | ExclusionCd |
| Exclusion | $5 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $46,865 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $46,865 | 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 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND FROM PRIOR YEAR | Desc |
| Revenue And Expenses Per Books | $5 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING ADJUSTMENT | Desc |
| Amt | $4 | Amt |