GRACE I IRWIN TRUST NO 0235948 UW FBO SHADYSIDE HOSPITAL: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- GRACE I IRWIN TRUST NO 0235948 UW FBO SHADYSIDE HOSPITAL (EIN 25-6071986)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-03-26
- IRS object ID
- 201820859349100707
- 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 | 2018-03-26T20:21:43-05:00 | 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 | 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 | 2018-03-23 | SignatureDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 161.150.240.2 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 1CC7BA5074E8AB1797D9DE59A1DFA746CF600023 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 1CC7BA5074E8AB1797D9DE59A1DFA746CF600023 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization4947a1 Trtd PF | Yes (X) | Organization4947a1TrtdPFInd |
| FMV Assets EOY | $387,123 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $7,058 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,058 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $16,954 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $64,246 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $16,954 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $2,213 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,879 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $26,225 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $25,891 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $2,985 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,836 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $149 | 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 | $30 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2 | 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 | $3,015 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,838 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $149 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $16,332 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $16,332 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $19,347 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,838 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $16,481 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,878 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $23,053 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $25,986 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $45,303 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $45,303 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $306,949 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $294,510 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $341,820 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $332,935 | TotalAssetsBOYAmt |
| Total Assets EOY | $339,813 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $387,123 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $331,472 | CapitalStockBOYAmt |
| Capital Stock EOY | $338,385 | CapitalStockEOYAmt |
| Retained Earning BOY | $1,463 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,428 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $332,935 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $339,813 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $332,935 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $339,813 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $332,935 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,878 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $339,813 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $339,813 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (61 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 43. ISHARES MSCI EMERGING MKTS INDEX FUND | 2012-04-12 | 2017-01-01 | $1,508 | $1,838 | -$330 | -$330 | |
| 32. SECTOR SPDR TR SBI INT-TECH | 2016-08-31 | 2017-01-01 | $1,549 | $1,505 | $44 | $44 | |
| 33. SECTOR SPDR TR SHS BEN INT-UTILITIES | 2016-10-31 | 2017-01-01 | $1,610 | $1,628 | -$18 | -$18 | |
| 25. INDUSTRIAL SELECT SECTOR SPDR ETF LARGE CAP | 2016-12-30 | 2017-01-31 | $1,579 | $1,560 | $19 | $19 | |
| 21. SECTOR SPDR TR SBI INT-ENERGY | 2016-12-30 | 2017-03-31 | $1,466 | $1,588 | -$122 | -$122 | |
| 241.155 T ROWE PRICE REAL ESTATE FUND FD 122 | 2012-04-12 | 2017-04-27 | $6,791 | $4,871 | $1,920 | $1,920 | |
| 10. ISHARES TR S&P MIDCAP 400 | 2017-03-31 | 2017-04-28 | $1,730 | $1,717 | $13 | $13 | |
| 23. ISHARES TR S&P SMLCAP 600 | 2016-12-30 | 2017-05-31 | $1,563 | $1,582 | -$19 | -$19 | |
| 7.265 CAMBIAR INTL EQUITY FUND-INS | 2016-12-20 | 2017-06-02 | $192 | $176 | $16 | $16 | |
| 12.635 ARTISAN INTERNATIONAL FD-ADV | 2015-09-10 | 2017-06-02 | $387 | $367 | $20 | $20 | |
| 70.153 BAIRD MIDCAP INST | 2016-04-06 | 2017-06-02 | $1,299 | $1,062 | $237 | $237 | |
| .056 BAIRD MIDCAP INST | 2016-10-18 | 2017-06-02 | $1 | $1 | |||
| 12. DB X-TRACKERS MSCI JAPAN HDG ETF | 2015-04-30 | 2017-06-02 | $476 | $509 | -$33 | -$33 | |
| 13. DEUTSCHE X-TRACKERS MSCI EUR ETF | 2015-04-30 | 2017-06-02 | $370 | $381 | -$11 | -$11 | |
| 15.771 HARDING LOEVNER INTERNATIONAL EQUITY PORTFOLIO | 2012-11-01 | 2017-06-02 | $336 | $251 | $85 | $85 | |
| 2. ISHARES TR S&P SMLCP VALU | 2012-04-12 | 2017-06-02 | $281 | $153 | $128 | $128 | |
| 3. ISHARES TR S&P SMLCP GROW | 2014-03-14 | 2017-06-02 | $470 | $360 | $110 | $110 | |
| 12. ISHARES EDGE MSCI USA QUALITY FACTOR ETF | 2017-04-28 | 2017-06-02 | $900 | $879 | $21 | $21 | |
| 11. ISHARES EDGE MSCI USA QUALITY FACTOR ETF | 2016-10-03 | 2017-06-02 | $825 | $740 | $85 | $85 | |
| 16. ISHARES EDGE MSCI USA VALUE FACTOR ETF | 2016-10-03 | 2017-06-02 | $1,183 | $1,042 | $141 | $141 | |
| 43.018 MFS VALUE FUND CLASS I FUND 893 | 2010-02-08 | 2017-06-02 | $1,673 | $854 | $819 | $819 | |
| 51.468 MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND CLASS I | 2013-08-28 | 2017-06-02 | $1,002 | $922 | $80 | $80 | |
| 50.492 T ROWE PRICE GROWTH STOCK FUND | 2013-10-07 | 2017-06-02 | $3,260 | $2,363 | $897 | $897 | |
| 43.629 ROWE T PRICE VALUE FD INC COM | 2013-08-01 | 2017-06-02 | $1,583 | $1,453 | $130 | $130 | |
| 3. AMEX FINANCIAL SELECT SPDR | 2017-01-31 | 2017-06-02 | $70 | $71 | -$1 | -$1 | |
| 3. SECTOR SPDR TR SBI INT-TECH | 2017-04-28 | 2017-06-02 | $171 | $163 | $8 | $8 | |
| 11.53 TEMPLETON GLOBAL BOND FUND AD FUND | 2012-04-12 | 2017-06-02 | $139 | $150 | -$11 | -$11 | |
| 20.648 TEMPLETON INSTL FDS INC FOREIGN EQUITY SER | 2015-01-27 | 2017-06-02 | $440 | $421 | $19 | $19 | |
| 25.431 WASATCH INTL OPPORTUNIT-INST | 2016-05-26 | 2017-06-02 | $87 | $73 | $14 | $14 | |
| 16.731 WELLS FARGO SPECIAL US MID CAP VALUE I | 2016-05-26 | 2017-06-02 | $627 | $537 | $90 | $90 | |
| 46. WISDOMTREE U.S. QUALITY DIVI ETF | 2016-10-03 | 2017-06-02 | $1,699 | $1,482 | $217 | $217 | |
| 40. ISHARES MSCI EMERGING MKTS INDEX FUND | 2012-04-12 | 2017-07-31 | $1,748 | $1,710 | $38 | $38 | |
| 23. INDUSTRIAL SELECT SECTOR SPDR ETF LARGE CAP | 2017-07-31 | 2017-08-31 | $1,572 | $1,577 | -$5 | -$5 | |
| 8.333 CAMBIAR INTL EQUITY FUND-INS | 2016-12-20 | 2017-10-13 | $237 | $202 | $35 | $35 | |
| 11.269 ARTISAN INTERNATIONAL FD-ADV | 2015-09-10 | 2017-10-13 | $370 | $319 | $51 | $51 | |
| 16.238 BAIRD MIDCAP INST | 2016-04-06 | 2017-10-13 | $311 | $246 | $65 | $65 | |
| 3. DB X-TRACKERS MSCI JAPAN HDG ETF | 2015-04-30 | 2017-10-13 | $124 | $127 | -$3 | -$3 | |
| 9.104 HARDING LOEVNER INTERNATIONAL EQUITY PORTFOLIO | 2012-11-01 | 2017-10-13 | $207 | $140 | $67 | $67 | |
| 29. ISHARES MSCI EMERGING MKTS INDEX FUND | 2017-08-31 | 2017-10-13 | $1,355 | $1,301 | $54 | $54 | |
| 2. ISHARES TR S&P SMLCP VALU | 2012-04-12 | 2017-10-13 | $299 | $153 | $146 | $146 | |
| 1. ISHARES TR S&P SMLCP GROW | 2014-03-14 | 2017-10-13 | $165 | $120 | $45 | $45 | |
| 10. ISHARES EDGE MSCI USA QUALITY FACTOR ETF | 2016-10-03 | 2017-10-13 | $790 | $672 | $118 | $118 | |
| 9. ISHARES EDGE MSCI USA VALUE FACTOR ETF | 2016-10-03 | 2017-10-13 | $709 | $586 | $123 | $123 | |
| 22.704 MFS VALUE FUND CLASS I FUND 893 | 2010-02-08 | 2017-10-13 | $924 | $451 | $473 | $473 | |
| 6.141 MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND CLASS I | 2013-08-28 | 2017-10-13 | $121 | $110 | $11 | $11 | |
| 18.385 T ROWE PRICE GROWTH STOCK FUND | 2013-10-07 | 2017-10-13 | $1,262 | $860 | $402 | $402 | |
| 30.759 ROWE T PRICE VALUE FD INC COM | 2013-08-01 | 2017-10-13 | $1,175 | $1,024 | $151 | $151 | |
| 7. AMEX FINANCIAL SELECT SPDR | 2017-01-31 | 2017-10-13 | $183 | $163 | $20 | $20 | |
| 1. SECTOR SPDR TR SBI INT-TECH | 2017-04-28 | 2017-10-13 | $60 | $54 | $6 | $6 | |
| 12.104 TEMPLETON INSTL FDS INC FOREIGN EQUITY SER | 2015-01-27 | 2017-10-13 | $272 | $247 | $25 | $25 | |
| 54.62 TOUCHSTONE SANDS CAPITAL SELECT GROWTH FD CLASS Y | 2012-04-12 | 2017-10-13 | $973 | $702 | $271 | $271 | |
| 40.517 TOUCHSTONE SANDS CAPITAL SELECT GROWTH FD CLASS Y | 2017-06-02 | 2017-10-13 | $722 | $669 | $53 | $53 | |
| 36.044 WASATCH INTL OPPORTUNIT-INST | 2016-05-26 | 2017-10-13 | $128 | $104 | $24 | $24 | |
| 4.73 WELLS FARGO SPECIAL US MID CAP VALUE I | 2016-05-26 | 2017-10-13 | $183 | $152 | $31 | $31 | |
| 15. WISDOMTREE U.S. QUALITY DIVI ETF | 2016-10-03 | 2017-10-13 | $581 | $483 | $98 | $98 | |
| 8. ISHARES MSCI EMERGING MKTS INDEX FUND | 2017-05-31 | 2017-10-31 | $369 | $352 | $17 | $17 | |
| 25. ISHARES MSCI EMERGING MKTS INDEX FUND | 2012-04-12 | 2017-10-31 | $1,153 | $1,069 | $84 | $84 | |
| 1. SECTOR SPDR TR SBI INT-TECH | 2017-04-28 | 2017-10-31 | $63 | $54 | $9 | $9 | |
| 21. ISHARES TR S&P SMLCAP 600 | 2017-10-31 | 2017-11-30 | $1,630 | $1,572 | $58 | $58 | |
| 59. AMEX FINANCIAL SELECT SPDR | 2017-01-31 | 2017-11-30 | $1,627 | $1,374 | $253 | $253 | |
| CAPITAL GAIN DIVIDENDS | $9,666 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $16,954 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $16,981 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $349,621 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04857 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $16,510 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $368,666 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.044783 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $15,489 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $373,185 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.041505 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $14,782 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $349,959 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.042239 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $14,920 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $325,126 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04589 | DistributionYr5Rt |
| Total Distribution | 0.222987 | TotalDistributionRt |
| Average Distribution | 0.044597 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $366,525 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $16,346 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $231 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $16,577 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $16,481 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $461 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $461 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $461 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $56 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $56 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $405 | 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 |
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 | $2,985 | 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 | $372,107 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $372,107 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $372,107 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,582 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $366,525 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $18,326 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $18,326 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $461 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $461 | TotalTaxAmt |
| Distributable Before Adj | $17,865 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $17,865 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $17,865 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $16,481 | 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 | $16,481 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $16,481 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $17,865 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $9,269 | 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 | $16,481 | QualifyingDistributionsAmt |
| Applied To Year1 | $9,269 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,212 | 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 | $10,653 | 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 | $16,332 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $16,332 | 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 | $7,058 | 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 | $16,954 | 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 | $334 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $26,225 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $26,225 | 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 | $115,442 | $113,848 |
| MUTUAL FUNDS - EQUITY | AT COST | $179,068 | $227,972 |
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 | $334 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL ESTIMATES - PRINCIPAL | $28 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $2 | $2 | $0 |