GRACE I IRWIN TRUST NO 0235948 UW FBO SHADYSIDE HOSPITAL: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- GRACE I IRWIN TRUST NO 0235948 UW FBO SHADYSIDE HOSPITAL (EIN 25-6071986)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-04-22
- IRS object ID
- 201611139349100211
- Schema version
- 2015v2.0
- 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 Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-04-22T09:00:50-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | 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 | 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 | 4127629161 | PhoneNum |
| Signature | 2016-03-25 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization4947a1 Trtd PF | Yes (X) | Organization4947a1TrtdPFInd |
| FMV Assets EOY | $357,664 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $6,893 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,893 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $17,067 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $106,055 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $17,067 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $71 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $24,031 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $23,960 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $3,442 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $3,270 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $172 | 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 | $495 | 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 | $3,937 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,270 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $172 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $16,338 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $16,338 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $20,275 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,270 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $16,510 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,756 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $20,690 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $32,600 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $25,164 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $25,164 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $308,523 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $319,717 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $332,500 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $341,123 | TotalAssetsBOYAmt |
| Total Assets EOY | $344,881 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $357,664 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $339,010 | CapitalStockBOYAmt |
| Capital Stock EOY | $343,189 | CapitalStockEOYAmt |
| Retained Earning BOY | $2,113 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,692 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $341,123 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $344,881 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $341,123 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $344,881 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $341,123 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,756 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2 | OtherIncreasesAmt |
| Subtotal | $344,881 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $344,881 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (43 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 4. ISHARES TR S&P SMLCP GROW | 2014-03-14 | 2015-01-01 | $493 | $480 | $13 | $13 | |
| 4. HEALTH CARE SELECT SECTOR ETF LARGE CAP | 2014-08-29 | 2015-01-01 | $276 | $255 | $21 | $21 | |
| 6. SECTOR SPDR TR SBI INT-TECH | 2014-07-31 | 2015-01-01 | $251 | $235 | $16 | $16 | |
| 13. SECTOR SPDR TR SHS BEN INT-UTILITIES | 2014-12-01 | 2015-01-01 | $625 | $602 | $23 | $23 | |
| 14.15 DODGE & COX INTERNATIONAL STOCK FUND | 2014-12-30 | 2015-01-27 | $607 | $600 | $7 | $7 | |
| 154.919 DODGE & COX INTERNATIONAL STOCK FUND | 2012-04-12 | 2015-01-27 | $6,649 | $4,939 | $1,710 | $1,710 | |
| 2. HEALTH CARE SELECT SECTOR ETF LARGE CAP | 2014-08-29 | 2015-01-30 | $140 | $128 | $12 | $12 | |
| 109. SECTOR SPDR TR SBI INT-TECH | 2014-07-31 | 2015-01-30 | $4,386 | $4,271 | $115 | $115 | |
| 1. SECTOR SPDR TR SHS BEN INT-UTILITIES | 2014-12-01 | 2015-01-30 | $49 | $46 | $3 | $3 | |
| 2. HEALTH CARE SELECT SECTOR ETF LARGE CAP | 2014-08-29 | 2015-03-31 | $147 | $128 | $19 | $19 | |
| 94. SECTOR SPDR TR SBI CONS STPLS | 2015-01-30 | 2015-03-31 | $4,603 | $4,554 | $49 | $49 | |
| 96. SECTOR SPDR TR SHS BEN INT-UTILITIES | 2014-12-01 | 2015-03-31 | $4,253 | $4,448 | -$195 | -$195 | |
| 30.308 AMERICAN BEACON L/C VALU IS | 2014-12-30 | 2015-04-30 | $613 | $561 | $52 | $52 | |
| 192.055 AMERICAN BEACON L/C VALU IS | 2012-04-12 | 2015-04-30 | $3,885 | $2,925 | $960 | $960 | |
| 77.366 ARTISAN FDS INC INTERNATIONAL | 2000-12-20 | 2015-04-30 | $2,446 | $1,632 | $814 | $814 | |
| 18.416 HARDING LOEVNER INTERNATIONAL EQUITY PORTFOLIO | 2014-12-30 | 2015-04-30 | $354 | $325 | $29 | $29 | |
| 213.781 HARDING LOEVNER INTERNATIONAL EQUITY PORTFOLIO | 2012-11-01 | 2015-04-30 | $4,113 | $3,277 | $836 | $836 | |
| 128.888 TEMPLETON INSTL FDS INC FOREIGN EQUITY SER | 2015-01-27 | 2015-04-30 | $2,861 | $2,629 | $232 | $232 | |
| 1. SECTOR SPDR TR SBI CYCL TRANS | 2015-03-31 | 2015-07-31 | $80 | $76 | $4 | $4 | |
| 108. SECTOR SPDR TR SBI INT-TECH | 2015-03-31 | 2015-07-31 | $4,603 | $4,512 | $91 | $91 | |
| 40. ISHARES TR S&P SMLCAP 600 | 2015-07-31 | 2015-08-31 | $4,432 | $4,692 | -$260 | -$260 | |
| 1. SECTOR SPDR TR SBI CYCL TRANS | 2015-03-31 | 2015-08-31 | $75 | $76 | -$1 | -$1 | |
| 86.289 BLACKROCK STRATEGIC INCOME OPPORTUNITIES PORTFOLIO | 2014-10-30 | 2015-09-10 | $862 | $884 | -$22 | -$22 | |
| 2.983 COLUMBIA ACORN INTL FUND CL Z | 2014-03-14 | 2015-09-10 | $119 | $138 | -$19 | -$19 | |
| 99.165 EATON VANCE FLOATING RATE FUND CLASS I | 2012-04-12 | 2015-09-10 | $872 | $892 | -$20 | -$20 | |
| 10.608 GOLDMAN SACHS GRTH OPPOR INSTIT CLASS | 2014-12-30 | 2015-09-10 | $284 | $297 | -$13 | -$13 | |
| 28. ISHARES CORE US AGGREGATE BOND ETF | 2014-10-22 | 2015-09-10 | $3,049 | $3,095 | -$46 | -$46 | |
| 12.519 MFS VALUE FUND CLASS I FUND 893 | 2010-02-08 | 2015-09-10 | $416 | $249 | $167 | $167 | |
| 23.911 T ROWE PRICE GROWTH STOCK FUND | 2014-12-30 | 2015-09-10 | $1,317 | $1,250 | $67 | $67 | |
| 45.613 T ROWE PRICE GROWTH STOCK FUND | 2013-10-07 | 2015-09-10 | $2,513 | $2,135 | $378 | $378 | |
| 3.452 ROWE T PRICE VALUE FD INC COM | 2014-12-30 | 2015-09-10 | $112 | $121 | -$9 | -$9 | |
| 5. SECTOR SPDR TR SBI CONS STPLS | 2015-08-31 | 2015-09-10 | $234 | $237 | -$3 | -$3 | |
| 10.89 TEMPLETON GLOBAL BOND FUND AD FUND | 2012-04-12 | 2015-09-10 | $125 | $142 | -$17 | -$17 | |
| 33.869 TOUCHSTONE SANDS CAPITAL SELECT GROWTH FD CLASS Y | 2012-04-12 | 2015-09-10 | $600 | $436 | $164 | $164 | |
| 252.644 VANGUARD TOTL BD MKT IDX-ADM | 2014-10-22 | 2015-09-10 | $2,711 | $2,756 | -$45 | -$45 | |
| 1. HEALTH CARE SELECT SECTOR ETF LARGE CAP | 2015-08-31 | 2015-09-30 | $66 | $72 | -$6 | -$6 | |
| 62. HEALTH CARE SELECT SECTOR ETF LARGE CAP | 2014-08-29 | 2015-09-30 | $4,082 | $3,955 | $127 | $127 | |
| 87. SECTOR SPDR TR SBI CONS STPLS | 2015-08-31 | 2015-09-30 | $4,092 | $4,119 | -$27 | -$27 | |
| 58. SECTOR SPDR TR SBI CYCL TRANS | 2015-03-31 | 2015-10-28 | $4,644 | $4,404 | $240 | $240 | |
| 111. SECTOR SPDR TR SBI CYCL TRANS | 2015-09-30 | 2015-10-28 | $8,887 | $8,186 | $701 | $701 | |
| 3.986 T ROWE PRICE REAL ESTATE FUND FD 122 | 2015-09-10 | 2015-11-05 | $111 | $99 | $12 | $12 | |
| 68. SPDR TR UNIT SER 1 | 2015-10-28 | 2015-11-30 | $14,219 | $14,130 | $89 | $89 | |
| CAPITAL GAIN DIVIDENDS | $10,799 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $17,067 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $15,489 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $373,185 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.041505 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $14,782 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $349,959 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.042239 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $14,920 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $325,126 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04589 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $14,325 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $323,114 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.044334 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $15,266 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $310,636 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.049144 | DistributionYr5Rt |
| Total Distribution | 0.223112 | TotalDistributionRt |
| Average Distribution | 0.044622 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $368,666 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $16,451 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $207 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $16,658 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $16,510 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $414 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $414 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $414 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $492 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $0 | AppliedToEsTaxAmt |
| Total Payments And Credits | $492 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $78 | OverpaymentAmt |
| Applied To ES Tax | $78 | 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 | 620 LIBERTY AVENUE 10TH FLOOR | 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 N A | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 620 LIBERTY AVENUE | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $3,442 | 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 | $374,280 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $374,280 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $374,280 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,614 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $368,666 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $18,433 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $18,433 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $414 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $414 | TotalTaxAmt |
| Distributable Before Adj | $18,019 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $18,019 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $18,019 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $16,510 | 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 | $16,510 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $16,510 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $18,019 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $7,368 | UndistributedIncomePYAmt |
| Prior Year1 | 2013 | 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 | $16,510 | QualifyingDistributionsAmt |
| Applied To Year1 | $7,368 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $9,142 | 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 | $8,877 | 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 | $16,338 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $16,338 | 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 | $6,893 | 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 | $17,067 | 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 | $24,031 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $24,031 | 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 | $118,908 | $114,332 |
| MUTUAL FUNDS - EQUITY | AT COST | $200,809 | $218,168 |
Other Income Schedule2 OtherIncomeSchedule2
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING ADJ FOR SALES AND TRANSACTIONS | Desc |
| Amt | $2 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $3 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $492 | $0 | $0 |