JOHN S MACK UA CHARITABLE TRUST: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- JOHN S MACK UA CHARITABLE TRUST (EIN 25-6019552)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-03-27
- IRS object ID
- 201800869349100700
- Schema version
- 2017v2.2
- 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 | 2018-03-27T09:01:51-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | 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 | 2018-03-26 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $447,362 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $8,373 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,373 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $15,777 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $68,385 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $15,777 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $24,150 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $24,150 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $5,821 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,911 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $2,911 | 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 | $2,522 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $8,343 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,914 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,911 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $16,494 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $16,494 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $24,837 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,914 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $19,405 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$687 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $21,236 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $22,866 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $19,463 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $19,463 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock EOY | $250,771 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $285,533 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $145,168 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $142,366 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $393,222 | OtherInvestmentsBOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $416,088 | TotalAssetsBOYAmt |
| Total Assets EOY | $415,402 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $447,362 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $414,583 | CapitalStockBOYAmt |
| Capital Stock EOY | $415,402 | CapitalStockEOYAmt |
| Retained Earning BOY | $1,505 | RetainedEarningBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $416,088 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $415,402 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $416,088 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $415,402 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $416,088 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$687 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1 | OtherIncreasesAmt |
| Subtotal | $415,402 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $415,402 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (41 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 50. ISHARES MSCI EMERGING MKTS INDEX FUND | 2016-09-21 | 2017-01-01 | $1,753 | $1,860 | -$107 | -$107 | |
| 37. SECTOR SPDR TR SBI INT-TECH | 2016-09-21 | 2017-01-01 | $1,791 | $1,746 | $45 | $45 | |
| 39. SECTOR SPDR TR SHS BEN INT-UTILITIES | 2016-10-31 | 2017-01-01 | $1,902 | $1,925 | -$23 | -$23 | |
| 29. INDUSTRIAL SELECT SECTOR SPDR ETF LARGE CAP | 2016-12-30 | 2017-01-31 | $1,831 | $1,810 | $21 | $21 | |
| 24. SECTOR SPDR TR SBI INT-ENERGY | 2016-12-30 | 2017-03-31 | $1,676 | $1,815 | -$139 | -$139 | |
| 284.897 T ROWE PRICE REAL ESTATE FUND FD 122 | 2016-07-14 | 2017-04-27 | $8,023 | $8,615 | -$592 | -$592 | |
| 6.311 T ROWE PRICE REAL ESTATE FUND FD 122 | 2016-12-05 | 2017-04-27 | $178 | $176 | $2 | $2 | |
| 11. ISHARES TR S&P MIDCAP 400 | 2017-03-31 | 2017-04-28 | $1,903 | $1,888 | $15 | $15 | |
| 27. ISHARES TR S&P SMLCAP 600 | 2016-12-30 | 2017-05-31 | $1,835 | $1,857 | -$22 | -$22 | |
| 46. ISHARES MSCI EMERGING MKTS INDEX FUND | 2017-05-31 | 2017-07-31 | $2,010 | $1,896 | $114 | $114 | |
| 1. SECTOR SPDR TR SBI INT-TECH | 2017-04-28 | 2017-07-31 | $57 | $54 | $3 | $3 | |
| 29. INDUSTRIAL SELECT SECTOR SPDR ETF LARGE CAP | 2017-07-31 | 2017-08-31 | $1,982 | $1,988 | -$6 | -$6 | |
| 44. ISHARES MSCI EMERGING MKTS INDEX FUND | 2017-08-31 | 2017-10-31 | $2,030 | $1,974 | $56 | $56 | |
| 1. SECTOR SPDR TR SBI INT-TECH | 2017-04-28 | 2017-10-31 | $63 | $54 | $9 | $9 | |
| 28. ISHARES TR S&P SMLCAP 600 | 2017-10-31 | 2017-11-30 | $2,174 | $2,096 | $78 | $78 | |
| 79. AMEX FINANCIAL SELECT SPDR | 2017-01-31 | 2017-11-30 | $2,178 | $1,841 | $337 | $337 | |
| 13.792 CAMBIAR INTL EQUITY FUND-INS | 2016-12-20 | 2017-12-04 | $393 | $335 | $58 | $58 | |
| 36.167 ARTISAN INTERNATIONAL FD-ADV | 2016-09-21 | 2017-12-04 | $1,192 | $1,021 | $171 | $171 | |
| 76.618 BAIRD MIDCAP INST | 2016-09-21 | 2017-12-04 | $1,512 | $1,200 | $312 | $312 | |
| 8. DB X-TRACKERS MSCI JAPAN HDG ETF | 2016-09-21 | 2017-12-04 | $347 | $263 | $84 | $84 | |
| 5.051 HARDING LOEVNER INTERNATIONAL EQUITY PORTFOLIO | 2016-12-05 | 2017-12-04 | $115 | $89 | $26 | $26 | |
| 29.826 HARDING LOEVNER INTERNATIONAL EQUITY PORTFOLIO | 2012-11-05 | 2017-12-04 | $677 | $455 | $222 | $222 | |
| 39. ISHARES MSCI EMERGING MKTS INDEX FUND | 2017-11-30 | 2017-12-04 | $1,798 | $1,808 | -$10 | -$10 | |
| 1. ISHARES TR S&P SMLCP VALU | 2016-09-21 | 2017-12-04 | $156 | $123 | $33 | $33 | |
| 2. ISHARES TR S&P SMLCP GROW | 2016-09-21 | 2017-12-04 | $345 | $272 | $73 | $73 | |
| 4. ISHARES MSCI EAFE SMALL-CAP ETF | 2017-11-30 | 2017-12-04 | $253 | $255 | -$2 | -$2 | |
| 10. ISHARES EDGE MSCI USA QUALITY FACTOR ETF | 2017-04-28 | 2017-12-04 | $827 | $733 | $94 | $94 | |
| 19. ISHARES EDGE MSCI USA QUALITY FACTOR ETF | 2016-10-03 | 2017-12-04 | $1,572 | $1,277 | $295 | $295 | |
| 17. ISHARES EDGE MSCI USA VALUE FACTOR ETF | 2016-10-03 | 2017-12-04 | $1,416 | $1,107 | $309 | $309 | |
| 25.016 MFS VALUE FUND CLASS I FUND 893 | 2016-09-21 | 2017-12-04 | $1,047 | $892 | $155 | $155 | |
| 52.41 MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND CLASS I | 2013-10-10 | 2017-12-04 | $1,051 | $973 | $78 | $78 | |
| 74.851 T ROWE PRICE GROWTH STOCK FUND | 2016-09-21 | 2017-12-04 | $5,224 | $4,035 | $1,189 | $1,189 | |
| 51.684 ROWE T PRICE VALUE FD INC COM | 2016-09-21 | 2017-12-04 | $2,064 | $1,715 | $349 | $349 | |
| 2. SECTOR SPDR TR SBI INT-TECH | 2017-04-28 | 2017-12-04 | $126 | $109 | $17 | $17 | |
| 1. SECTOR SPDR TR SBI INT-TECH | 2017-11-30 | 2017-12-04 | $63 | $64 | -$1 | -$1 | |
| 25.55 TEMPLETON INSTL FDS INC FOREIGN EQUITY SER | 2016-09-21 | 2017-12-04 | $574 | $483 | $91 | $91 | |
| 81.44 TOUCHSTONE SANDS CAPITAL SELECT GROWTH FD CLASS Y | 2016-09-21 | 2017-12-04 | $1,417 | $1,359 | $58 | $58 | |
| 157.771 WASATCH INTL OPPORTUNIT-INST | 2016-09-21 | 2017-12-04 | $568 | $500 | $68 | $68 | |
| .371 WELLS FARGO SPECIAL US MID CAP VALUE I | 2016-09-21 | 2017-12-04 | $15 | $12 | $3 | $3 | |
| 60. WISDOMTREE U.S. QUALITY DIVI ETF | 2016-10-03 | 2017-12-04 | $2,468 | $1,933 | $535 | $535 | |
| CAPITAL GAIN DIVIDENDS | $11,779 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $15,777 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $19,555 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $403,702 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048439 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $20,868 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $420,118 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049672 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $18,612 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $424,574 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.043837 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $16,852 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $392,554 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.042929 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $20,042 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $364,598 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05497 | DistributionYr5Rt |
| Total Distribution | 0.239847 | TotalDistributionRt |
| Average Distribution | 0.047969 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $430,372 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $20,645 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $212 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $20,857 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $19,405 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $425 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $425 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $425 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,316 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,316 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $891 | OverpaymentAmt |
| Applied To ES Tax | $428 | AppliedToESTaxAmt |
| Refund | $463 | 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 |
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 | 620 LIBERTY AVENUE | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152222705 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $5,821 | 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 | $436,926 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $436,926 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $436,926 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,554 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $430,372 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $21,519 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $21,519 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $425 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $425 | TotalTaxAmt |
| Distributable Before Adj | $21,094 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $21,094 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $21,094 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $19,405 | 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 | $19,405 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $19,405 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $21,094 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $16,488 | 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 | $19,405 | QualifyingDistributionsAmt |
| Applied To Year1 | $16,488 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,917 | 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 | $18,177 | 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 | $16,494 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $16,494 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,373 | 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 | $15,777 | 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 | $24,150 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $24,150 | 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 |
|---|
| MUTUAL FUNDS - FIXED INCOME |
| MUTUAL FUNDS - EQUITY |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING ADJUSTMENT | Desc |
| Amt | $1 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $1,203 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $1,316 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $3 | $3 | $0 |