JOHN S MACK UA CHARITABLE TRUST: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- JOHN S MACK UA CHARITABLE TRUST (EIN 25-6019552)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-11
- IRS object ID
- 201731319349101113
- Schema version
- 2016v3.0
- 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
- Form 990-PF
- Investments Other Schedule2
- Other Decreases Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-11T09:00:14-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | 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 | 620 LIBERTY AVENUE 10TH FLOOR | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152222705 | 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 | 2017-05-09 | SignatureDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 161.150.176.3 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B62B456F261951C798FA00B8391BA4DFFBFA8205 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 1CC7BA5074E8AB1797D9DE59A1DFA746CF600023 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | 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 | $409,119 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $8,277 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,277 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $125,637 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $474,828 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $125,637 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $71 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $133,985 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $133,914 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $4,764 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,382 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $2,382 | 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 | $108 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $52 | 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 | $4,872 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,434 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,382 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $18,488 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $18,488 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $23,360 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,434 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $20,870 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $110,625 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $131,480 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $7,411 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $22,866 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $22,866 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $298,053 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $393,222 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $386,253 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $305,464 | TotalAssetsBOYAmt |
| Total Assets EOY | $416,088 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $409,119 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $302,909 | CapitalStockBOYAmt |
| Capital Stock EOY | $414,583 | CapitalStockEOYAmt |
| Retained Earning BOY | $2,555 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,505 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $305,464 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $416,088 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $305,464 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $416,088 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $305,464 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $110,625 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $416,089 | SubtotalAmt |
| Other Decreases | $1 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $416,088 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (50 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 451.43 VOYA REAL ESTATE FUND CLASS I | 2012-09-25 | 2016-07-14 | $10,171 | $7,769 | $2,402 | $2,402 | |
| 835.737 EATON VANCE FLOATING RATE FUND CLASS I | 2013-10-07 | 2016-08-01 | $7,296 | $7,647 | -$351 | -$351 | |
| 929.984 BLACKROCK FDS HIGH YIELD BD PORTFOLIO | 2012-10-01 | 2016-09-21 | $7,012 | $7,393 | -$381 | -$381 | |
| 585.705 DODGE & COX INTERNATIONAL STOCK FUND | 2005-04-28 | 2016-09-21 | $22,573 | $18,454 | $4,119 | $4,119 | |
| 6860.889 DODGE & COX INCOME FUND | 2010-02-24 | 2016-09-21 | $95,572 | $93,054 | $2,518 | $2,518 | |
| 524.515 HARBOR FD CAP APPRECIATION FD | 2002-07-25 | 2016-09-21 | $32,048 | $12,161 | $19,887 | $19,887 | |
| 496.221 HARDING LOEVNER INTERNATIONAL EQUITY PORTFOLIO | 2012-11-05 | 2016-09-21 | $9,314 | $7,572 | $1,742 | $1,742 | |
| 180. ISHARES SELECT DIVIDEND ETF | 2010-02-12 | 2016-09-21 | $15,419 | $7,674 | $7,745 | $7,745 | |
| 429. ISHARES TR S&P 500/BARRA GROWTH INDEX FD | 2009-09-10 | 2016-09-21 | $51,767 | $22,974 | $28,793 | $28,793 | |
| 850. ISHARES TR S&P 500/BARRA VALUE INDEX | 2009-09-10 | 2016-09-21 | $80,146 | $43,317 | $36,829 | $36,829 | |
| 129. ISHARES TR RUSSELL MIDCAP INDEX FD | 2009-07-28 | 2016-09-21 | $22,130 | $9,058 | $13,072 | $13,072 | |
| 39. ISHARES TR RUSSELL 2000 | 2014-07-28 | 2016-09-21 | $4,780 | $4,396 | $384 | $384 | |
| 1256.281 METROPOLITAN WEST UNCONSTRAINED BOND FUND CLASS I | 2014-12-05 | 2016-09-21 | $14,925 | $15,000 | -$75 | -$75 | |
| 54.422 T ROWE PRICE REAL ESTATE FUND FD 122 | 2016-07-14 | 2016-09-21 | $1,604 | $1,646 | -$42 | -$42 | |
| 260.305 ROYCE FD TOTAL RETURN | 2008-11-03 | 2016-09-21 | $3,501 | $2,144 | $1,357 | $1,357 | |
| 396.025 TEMPLETON GLOBAL BOND FUND AD FUND | 2013-10-10 | 2016-09-21 | $4,376 | $5,184 | -$808 | -$808 | |
| 200. VANGUARD FTSE EMERGING MARKETS ETF | 2008-11-03 | 2016-09-21 | $7,476 | $5,011 | $2,465 | $2,465 | |
| .001 ROYCE FD TOTAL RETURN | 2009-01-15 | 2016-09-22 | |||||
| 283.835 MFS VALUE FUND CLASS I FUND 893 | 2016-09-21 | 2016-10-03 | $10,070 | $10,116 | -$46 | -$46 | |
| 193.397 T ROWE PRICE GROWTH STOCK FUND | 2016-09-21 | 2016-10-03 | $10,521 | $10,426 | $95 | $95 | |
| 370.738 ROWE T PRICE VALUE FD INC COM | 2016-09-21 | 2016-10-03 | $12,294 | $12,301 | -$7 | -$7 | |
| 101. SECTOR SPDR TR SBI CONS STPLS | 2016-09-21 | 2016-10-03 | $5,335 | $5,317 | $18 | $18 | |
| 75. SECTOR SPDR TR SBI INT-TECH | 2016-09-21 | 2016-10-03 | $3,570 | $3,539 | $31 | $31 | |
| 110. SECTOR SPDR TR SHS BEN INT-UTILITIES | 2016-09-21 | 2016-10-03 | $5,305 | $5,481 | -$176 | -$176 | |
| 611.874 TOUCHSTONE SANDS CAPITAL SELECT GROWTH FD CLASS Y | 2016-09-21 | 2016-10-03 | $10,243 | $10,212 | $31 | $31 | |
| 38. SECTOR SPDR TR SBI BASIC INDS | 2016-10-03 | 2016-10-31 | $1,776 | $1,817 | -$41 | -$41 | |
| 31. INDUSTRIAL SELECT SECTOR SPDR ETF LARGE CAP | 2016-10-03 | 2016-10-31 | $1,776 | $1,810 | -$34 | -$34 | |
| 1. SECTOR SPDR TR SBI INT-TECH | 2016-09-21 | 2016-10-31 | $48 | $47 | $1 | $1 | |
| 15. ISHARES TR S&P SMLCAP 600 | 2016-10-31 | 2016-11-30 | $2,006 | $1,772 | $234 | $234 | |
| .813 AMERICAN BEACON L/C VALU IS | 2016-09-21 | 2016-12-05 | $14 | $14 | |||
| 25.417 BAIRD MIDCAP INST | 2016-09-21 | 2016-12-05 | $405 | $398 | $7 | $7 | |
| 30.748 BLACKROCK STRATEGIC INCOME OPPORTUNITIES PORTFOLIO | 2016-09-21 | 2016-12-05 | $301 | $301 | |||
| 16. DB X-TRACKERS MSCI JAPAN HDG ETF | 2016-09-21 | 2016-12-05 | $580 | $525 | $55 | $55 | |
| 11. DEUTSCHE X-TRACKERS MSCI EUR ETF | 2016-09-21 | 2016-12-05 | $282 | $282 | |||
| 2. ISHARES TIPS BOND ETF | 2016-09-21 | 2016-12-05 | $227 | $230 | -$3 | -$3 | |
| 4. ISHARES TR S&P SMLCP VALU | 2016-09-21 | 2016-12-05 | $553 | $490 | $63 | $63 | |
| 3. ISHARES TR S&P SMLCP GROW | 2016-09-21 | 2016-12-05 | $440 | $408 | $32 | $32 | |
| 10. ISHARES EDGE MSCI USA QUALITY FACTOR ETF | 2016-10-03 | 2016-12-05 | $681 | $672 | $9 | $9 | |
| 19. ISHARES EDGE MSCI USA VALUE FACTOR ETF | 2016-10-03 | 2016-12-05 | $1,317 | $1,237 | $80 | $80 | |
| 52.483 MFS VALUE FUND CLASS I FUND 893 | 2016-09-21 | 2016-12-05 | $1,926 | $1,870 | $56 | $56 | |
| 10.987 T ROWE PRICE GROWTH STOCK FUND | 2016-09-21 | 2016-12-05 | $594 | $592 | $2 | $2 | |
| 47.964 RIDGEWORTH FDS SEIX FLTG RATE INCOME FD CL I | 2016-09-21 | 2016-12-05 | $418 | $414 | $4 | $4 | |
| 52.176 ROWE T PRICE VALUE FD INC COM | 2016-09-21 | 2016-12-05 | $1,782 | $1,731 | $51 | $51 | |
| 2. SECTOR SPDR TR SBI INT-TECH | 2016-11-30 | 2016-12-05 | $94 | $96 | -$2 | -$2 | |
| 48.582 TEMPLETON GLOBAL BOND FUND AD FUND | 2013-10-10 | 2016-12-05 | $560 | $636 | -$76 | -$76 | |
| 7.138 TEMPLETON INSTL FDS INC FOREIGN EQUITY SER | 2016-09-21 | 2016-12-05 | $135 | $135 | |||
| 28.496 WELLS FARGO SPECIAL US MID CAP VALUE I | 2016-09-21 | 2016-12-05 | $1,029 | $958 | $71 | $71 | |
| 24. WISDOMTREE U.S. QUALITY DIVI ETF | 2016-10-03 | 2016-12-05 | $790 | $773 | $17 | $17 | |
| 233.043 AMERICAN BEACON L/C VALU IS | 2016-09-21 | 2016-12-20 | $4,120 | $4,137 | -$17 | -$17 | |
| CAPITAL GAIN DIVIDENDS | $5,526 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $125,637 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $20,868 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $420,118 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049672 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $18,612 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $424,574 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.043837 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $16,852 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $392,554 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.042929 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $20,042 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $364,598 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.05497 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $15,897 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $360,706 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.044072 | DistributionYr5Rt |
| Total Distribution | 0.23548 | TotalDistributionRt |
| Average Distribution | 0.047096 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $403,702 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $19,013 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,315 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $20,328 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $20,870 | 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 | $1,315 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,315 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,315 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $112 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $0 | AppliedToEsTaxAmt |
| Total Payments And Credits | $112 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,203 | 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 |
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 | $4,764 | 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 | $409,850 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $409,850 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $409,850 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,148 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $403,702 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $20,185 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $20,185 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,315 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,315 | TotalTaxAmt |
| Distributable Before Adj | $18,870 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $18,870 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $18,870 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $20,870 | 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 | $20,870 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,315 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $19,555 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $18,870 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $18,488 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| 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 | $20,870 | QualifyingDistributionsAmt |
| Applied To Year1 | $18,488 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,382 | 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 | $16,488 | 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 | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL SUPPORT | GrantOrContributionPurposeTxt |
| Amt | $18,488 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $18,488 | 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 | $8,277 | 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 | $125,637 | 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 | $71 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $133,985 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $133,985 | 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 INCOME | AT COST | $132,869 | $129,021 |
| MUTUAL FUNDS - EQUITY | AT COST | $260,353 | $257,232 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING ADJ FOR SALES AND TRANSACTIONS | Desc |
| Amt | $1 | Amt |
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 | $71 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL ESTIMATES - PRINCIPAL | $56 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $36 | $36 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $16 | $16 | $0 |