GRACE I IRWIN TRUST NO 0235948 UW FBO SHADYSIDE HOSPITAL: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- GRACE I IRWIN TRUST NO 0235948 UW FBO SHADYSIDE HOSPITAL (EIN 25-6071986)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-04-10
- IRS object ID
- 201901009349101015
- Schema version
- 2018v3.0
- 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 | 2019-04-10T14:16:46-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | 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 | 2019-03-30 | SignatureDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 161.150.46.70 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 3BB8C0E9FEC78F69228AD1801D614A994052CE46 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 3BB8C0E9FEC78F69228AD1801D614A994052CE46 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization4947a1 Trtd PF | Yes (X) | Organization4947a1TrtdPFInd |
| FMV Assets EOY | $352,848 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $7,800 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,800 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $19,714 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $130,020 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $19,714 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $27,514 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $27,514 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $4,509 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $4,284 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $225 | 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 | $1,327 | 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 | $5,836 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,284 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $225 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $14,629 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $14,629 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $20,465 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,284 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $14,854 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $7,049 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $23,230 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $45,303 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $45,334 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $45,334 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $294,510 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $301,525 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $307,514 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $339,813 | TotalAssetsBOYAmt |
| Total Assets EOY | $346,859 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $352,848 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $338,385 | CapitalStockBOYAmt |
| Capital Stock EOY | $345,265 | CapitalStockEOYAmt |
| Retained Earning BOY | $1,428 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,594 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $339,813 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $346,859 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $339,813 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $346,859 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $339,813 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $7,049 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $346,862 | SubtotalAmt |
| Other Decreases | $3 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $346,859 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (79 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| .304 CAMBIAR INTL EQUITY FUND-INS | 2016-12-20 | 2018-02-06 | $9 | $7 | $2 | $2 | |
| 4.097 ARTISAN INTERNATIONAL FD-ADV | 2015-09-10 | 2018-02-06 | $139 | $114 | $25 | $25 | |
| 5.458 BLACKROCK STRATEGIC INCOME OPPORTUNITIES PORTFOLIO | 2014-10-22 | 2018-02-06 | $55 | $56 | -$1 | -$1 | |
| 3. XTRACKERS MSCI JAPAN HEDGED ETF | 2015-04-30 | 2018-02-06 | $129 | $127 | $2 | $2 | |
| .033 HARDING LOEVNER INTERNATIONAL EQUITY PORTFOLIO | 2012-11-01 | 2018-02-06 | $1 | $1 | |||
| 9. ISHARES MSCI EMERGING MKTS INDEX FUND | 2017-11-30 | 2018-02-06 | $437 | $417 | $20 | $20 | |
| 1. ISHARES MSCI EAFE SMALL-CAP ETF | 2017-11-30 | 2018-02-06 | $64 | $64 | |||
| 7. ISHARES EDGE MSCI USA QUALITY FACTOR ETF | 2016-10-03 | 2018-02-06 | $569 | $471 | $98 | $98 | |
| 6. ISHARES EDGE MSCI USA VALUE FACTOR ETF | 2016-10-03 | 2018-02-06 | $490 | $391 | $99 | $99 | |
| 1. SECTOR SPDR TR SBI INT-TECH | 2017-04-28 | 2018-02-06 | $64 | $54 | $10 | $10 | |
| 1. SECTOR SPDR TR SBI INT-TECH | 2017-11-30 | 2018-02-06 | $64 | $64 | |||
| 16. WISDOMTREE U.S. QUALITY DIVI ETF | 2016-10-03 | 2018-02-06 | $648 | $515 | $133 | $133 | |
| 858.315 BLACKROCK STRATEGIC INCOME OPPORTUNITIES PORTFOLIO | 2014-10-22 | 2018-04-06 | $8,506 | $8,717 | -$211 | -$211 | |
| 27.057 BLACKROCK STRATEGIC INCOME OPPORTUNITIES PORTFOLIO | 2017-06-02 | 2018-04-06 | $268 | $269 | -$1 | -$1 | |
| 6.24 BLACKROCK STRATEGIC INCOME OPPORTUNITIES PORTFOLIO | 2017-10-13 | 2018-04-06 | $62 | $62 | |||
| 581.03 TEMPLETON GLOBAL BOND FUND AD FUND | 2012-04-12 | 2018-04-06 | $6,943 | $7,391 | -$448 | -$448 | |
| 21.878 TEMPLETON GLOBAL BOND FUND AD FUND | 2017-10-13 | 2018-04-06 | $261 | $263 | -$2 | -$2 | |
| 24. ISHARES MSCI EAFE SMALL-CAP ETF | 2017-11-30 | 2018-04-30 | $1,579 | $1,531 | $48 | $48 | |
| 32. ISHARES MSCI EMERGING MKTS INDEX FUND | 2017-05-31 | 2018-05-31 | $1,459 | $1,452 | $7 | $7 | |
| 1. SECTOR SPDR TR SBI INT-TECH | 2017-04-28 | 2018-05-31 | $70 | $54 | $16 | $16 | |
| 57. AMEX FINANCIAL SELECT SPDR | 2018-04-30 | 2018-06-29 | $1,533 | $1,584 | -$51 | -$51 | |
| 21. SECTOR SPDR TR SBI INT-ENERGY | 2018-05-31 | 2018-07-31 | $1,622 | $1,603 | $19 | $19 | |
| 4.722 BAIRD MIDCAP INST | 2018-02-06 | 2018-08-27 | $105 | $91 | $14 | $14 | |
| 53.533 BAIRD MIDCAP INST | 2016-04-06 | 2018-08-27 | $1,186 | $810 | $376 | $376 | |
| 21. XTRACKERS MSCI EUROPE HEDGED ETF | 2015-04-30 | 2018-08-27 | $607 | $615 | -$8 | -$8 | |
| .745 HARDING LOEVNER INTERNATIONAL EQUITY PORTFOLIO | 2012-11-01 | 2018-08-27 | $17 | $11 | $6 | $6 | |
| 1. ISHARES TR S&P SMLCAP 600 | 2018-06-29 | 2018-08-27 | $90 | $84 | $6 | $6 | |
| 1. ISHARES TR S&P SMLCP VALU | 2018-02-06 | 2018-08-27 | $173 | $147 | $26 | $26 | |
| 3. ISHARES TR S&P SMLCP VALU | 2012-04-12 | 2018-08-27 | $518 | $230 | $288 | $288 | |
| 4. ISHARES TR S&P SMLCP GROW | 2014-03-14 | 2018-08-27 | $829 | $480 | $349 | $349 | |
| 17. ISHARES EDGE MSCI USA QUALITY FACTOR ETF | 2016-10-03 | 2018-08-27 | $1,519 | $1,143 | $376 | $376 | |
| 10. ISHARES EDGE MSCI USA VALUE FACTOR ETF | 2016-10-03 | 2018-08-27 | $885 | $651 | $234 | $234 | |
| 4.085 MFS VALUE FUND CLASS I FUND 893 | 2018-02-06 | 2018-08-27 | $169 | $166 | $3 | $3 | |
| 7.989 T ROWE PRICE GROWTH STOCK FUND | 2013-10-07 | 2018-08-27 | $577 | $374 | $203 | $203 | |
| 21.526 T ROWE PRICE GROWTH STOCK FUND | 2018-02-06 | 2018-08-27 | $1,554 | $1,413 | $141 | $141 | |
| 11.288 ROWE T PRICE VALUE FD INC COM | 2018-02-06 | 2018-08-27 | $430 | $420 | $10 | $10 | |
| 1. SECTOR SPDR TR SBI CYCL TRANS | 2018-07-31 | 2018-08-27 | $116 | $111 | $5 | $5 | |
| 2. SECTOR SPDR TR SBI INT-TECH | 2017-04-28 | 2018-08-27 | $150 | $109 | $41 | $41 | |
| 20.876 TOUCHSTONE SANDS CAPITAL SELECT GROWTH FD CLASS Y | 2012-04-12 | 2018-08-27 | $387 | $268 | $119 | $119 | |
| 210.006 TOUCHSTONE SANDS CAPITAL SELECT GROWTH FD CLASS Y | 2018-02-06 | 2018-08-27 | $3,891 | $3,285 | $606 | $606 | |
| 11.396 WASATCH INTL OPPORTUNIT-INST | 2018-02-06 | 2018-08-27 | $41 | $40 | $1 | $1 | |
| 6.657 WELLS FARGO SPECIAL US MID CAP VALUE I | 2018-02-06 | 2018-08-27 | $260 | $250 | $10 | $10 | |
| 25. WISDOMTREE U.S. QUALITY DIVI ETF | 2016-10-03 | 2018-08-27 | $1,097 | $805 | $292 | $292 | |
| 21. SECTOR SPDR TR SBI INT-TECH | 2017-04-28 | 2018-08-31 | $1,586 | $1,142 | $444 | $444 | |
| 83. XTRACKERS MSCI JAPAN HEDGED ETF | 2015-04-30 | 2018-09-25 | $3,677 | $3,358 | $319 | $319 | |
| 2. XTRACKERS MSCI JAPAN HEDGED ETF | 2018-08-27 | 2018-09-25 | $89 | $85 | $4 | $4 | |
| 26. XTRACKERS MSCI EUROPE HEDGED ETF | 2017-10-13 | 2018-09-25 | $743 | $717 | $26 | $26 | |
| 475. XTRACKERS MSCI EUROPE HEDGED ETF | 2015-04-30 | 2018-09-25 | $13,582 | $13,326 | $256 | $256 | |
| 4.453 ARTISAN INTERNATIONAL FD-ADV | 2018-08-27 | 2018-09-26 | $152 | $150 | $2 | $2 | |
| 159.459 ARTISAN INTERNATIONAL FD-ADV | 2000-12-20 | 2018-09-26 | $5,426 | $3,095 | $2,331 | $2,331 | |
| 157.659 HARDING LOEVNER INTERNATIONAL EQUITY PORTFOLIO | 2012-11-01 | 2018-09-26 | $3,670 | $2,417 | $1,253 | $1,253 | |
| 12.524 MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND CLASS I | 2018-02-06 | 2018-09-26 | $243 | $244 | -$1 | -$1 | |
| 724.194 MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND CLASS I | 2013-08-28 | 2018-09-26 | $14,035 | $12,857 | $1,178 | $1,178 | |
| 15.383 MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND CLASS I | 2018-08-27 | 2018-09-26 | $298 | $299 | -$1 | -$1 | |
| 239.565 TEMPLETON INSTL FDS INC FOREIGN EQUITY SER | 2015-01-27 | 2018-09-26 | $5,187 | $4,825 | $362 | $362 | |
| 6.438 TEMPLETON INSTL FDS INC FOREIGN EQUITY SER | 2018-02-06 | 2018-09-26 | $139 | $142 | -$3 | -$3 | |
| 9.493 TEMPLETON INSTL FDS INC FOREIGN EQUITY SER | 2018-08-27 | 2018-09-26 | $206 | $204 | $2 | $2 | |
| 18. ISHARES TR S&P SMLCAP 600 | 2018-06-29 | 2018-09-28 | $1,571 | $1,514 | $57 | $57 | |
| 14. SECTOR SPDR TR SBI CYCL TRANS | 2018-07-31 | 2018-09-28 | $1,644 | $1,558 | $86 | $86 | |
| 21. SECTOR SPDR TR SBI INT-ENERGY | 2018-08-31 | 2018-09-28 | $1,602 | $1,562 | $40 | $40 | |
| 1286.99 TOUCHSTONE SANDS CAPITAL SELECT GROWTH FD CLASS Y | 2012-04-12 | 2018-11-28 | $21,222 | $16,551 | $4,671 | $4,671 | |
| 8.225 BAIRD MIDCAP INST | 2016-04-06 | 2018-12-04 | $167 | $125 | $42 | $42 | |
| 5. ISHARES TIPS BOND ETF | 2016-08-25 | 2018-12-04 | $549 | $581 | -$32 | -$32 | |
| 19. ISHARES CORE US AGGREGATE BOND ETF | 2014-10-22 | 2018-12-04 | $1,997 | $2,100 | -$103 | -$103 | |
| 57.549 LAZARD GLOBAL LISTED INFRASTRUCTURE PORTFOLIO | 2018-09-26 | 2018-12-04 | $874 | $881 | -$7 | -$7 | |
| 5.247 MFS VALUE FUND CLASS I FUND 893 | 2018-02-06 | 2018-12-04 | $207 | $213 | -$6 | -$6 | |
| 28.889 MFS VALUE FUND CLASS I FUND 893 | 2010-02-08 | 2018-12-04 | $1,140 | $573 | $567 | $567 | |
| 8.157 T ROWE PRICE GROWTH STOCK FUND | 2013-10-07 | 2018-12-04 | $542 | $382 | $160 | $160 | |
| 17.708 ROWE T PRICE VALUE FD INC COM | 2018-02-06 | 2018-12-04 | $643 | $659 | -$16 | -$16 | |
| 16.434 ROWE T PRICE VALUE FD INC COM | 2013-08-01 | 2018-12-04 | $597 | $547 | $50 | $50 | |
| 176.949 VANGUARD TOTL BD MKT IDX-ADM | 2014-10-22 | 2018-12-04 | $1,828 | $1,931 | -$103 | -$103 | |
| .611 VIRTUS SEIX FLOATING RATE HIGH INCOME FUND CLASS I | 2018-02-06 | 2018-12-04 | $5 | $5 | |||
| .985 VIRTUS SEIX FLOATING RATE HIGH INCOME FUND CLASS I | 2018-08-27 | 2018-12-04 | $8 | $9 | -$1 | -$1 | |
| 47.141 VIRTUS SEIX FLOATING RATE HIGH INCOME FUND CLASS I | 2017-06-02 | 2018-12-04 | $402 | $412 | -$10 | -$10 | |
| 2.321 WELLS FARGO SPECIAL US MID CAP VALUE I | 2018-02-06 | 2018-12-04 | $84 | $87 | -$3 | -$3 | |
| 2.599 WELLS FARGO SPECIAL US MID CAP VALUE I | 2016-05-26 | 2018-12-04 | $94 | $83 | $11 | $11 | |
| 66.334 WESTERN ASSET CORE PLUS BOND FD CLASS I FD 287 | 2018-04-06 | 2018-12-04 | $733 | $769 | -$36 | -$36 | |
| 6. WISDOMTREE U.S. QUALITY DIVI ETF | 2016-10-03 | 2018-12-04 | $251 | $193 | $58 | $58 | |
| CAPITAL GAIN DIVIDENDS | $5,254 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $19,714 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $16,481 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $366,525 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.044966 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $16,981 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $349,621 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04857 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $16,510 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $368,666 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.044783 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $15,489 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $373,185 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.041505 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $14,782 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $349,959 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.042239 | DistributionYr5Rt |
| Total Distribution | 0.222063 | TotalDistributionRt |
| Average Distribution | 0.044413 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $378,103 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $16,793 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $232 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $17,025 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $14,854 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $465 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $465 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $465 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $922 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $922 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $457 | OverpaymentAmt |
| Applied To ES Tax | $457 | 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 | $4,509 | 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 | $383,861 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $383,861 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $383,861 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,758 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $378,103 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $18,905 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $18,905 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $465 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $465 | TotalTaxAmt |
| Distributable Before Adj | $18,440 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $18,440 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $18,440 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $14,854 | 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 | $14,854 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $14,854 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $18,440 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $10,653 | 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 | $14,854 | QualifyingDistributionsAmt |
| Applied To Year1 | $10,653 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,201 | 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 | $14,239 | 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 | $14,629 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $14,629 | 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 | $7,800 | 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 | $19,714 | 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 | $27,514 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $27,514 | 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 | $117,327 | $113,085 |
| MUTUAL FUNDS - EQUITY | AT COST | $184,198 | $194,429 |
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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $405 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $922 | $0 | $0 |