GRACE I IRWIN TRUST NO 0235948 UW FBO SHADYSIDE HOSPITAL: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- GRACE I IRWIN TRUST NO 0235948 UW FBO SHADYSIDE HOSPITAL (EIN 25-6071986)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-04-30
- IRS object ID
- 201541209349100904
- Schema version
- 2014v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-04-30T09:00:22-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | 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 | PNC BANK NA 620 LIBERTY AVENUE 10 | 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 | 2015-04-28 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization4947a1 Trtd PF | Yes (X) | Organization4947a1TrtdPFInd |
| FMV Assets EOY | $378,723 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $8,143 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,143 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $19,969 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $191,036 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $19,969 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $28,112 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $28,112 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $3,753 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $3,565 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $188 | 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 | $262 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $18 | 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 | $4,015 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,583 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $188 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $15,301 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $15,301 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $19,316 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,583 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $15,489 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $8,796 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $24,529 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $22,870 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $32,600 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $32,600 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $311,447 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $308,523 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $346,123 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $334,317 | TotalAssetsBOYAmt |
| Total Assets EOY | $341,123 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $378,723 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $332,586 | CapitalStockBOYAmt |
| Capital Stock EOY | $339,010 | CapitalStockEOYAmt |
| Retained Earning BOY | $1,731 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,113 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $334,317 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $341,123 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $334,317 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $341,123 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $334,317 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $8,796 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $343,113 | SubtotalAmt |
| Other Decreases | $1,990 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $341,123 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (53 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 1. ISHARES TR S&P SMLCAP 600 | 2013-10-31 | 2014-01-01 | $109 | $104 | $5 | $5 | |
| 1. SECTOR SPDR TR SBI CYCL TRANS | 2013-10-31 | 2014-01-01 | $67 | $64 | $3 | $3 | |
| 99. INDUSTRIAL SELECT SECTOR SPDR ETF LARGE CAP | 2013-10-31 | 2014-01-01 | $5,159 | $4,831 | $328 | $328 | |
| 95. HEALTH CARE SELECT SECTOR ETF LARGE CAP | 2013-12-31 | 2014-01-31 | $5,319 | $5,272 | $47 | $47 | |
| 3. SECTOR SPDR TR SBI CYCL TRANS | 2013-10-31 | 2014-02-28 | $201 | $191 | $10 | $10 | |
| 100. INDUSTRIAL SELECT SECTOR SPDR ETF LARGE CAP | 2014-01-31 | 2014-02-28 | $5,223 | $5,009 | $214 | $214 | |
| 69.05 EAGLE SMALL CAP GROWTH FUND CL I | 2012-04-12 | 2014-03-14 | $4,102 | $2,978 | $1,124 | $1,124 | |
| 184.538 THIRD AVENUE INTERNATL VALUE FUND 448 | 2012-04-12 | 2014-03-14 | $3,586 | $2,908 | $678 | $678 | |
| 1. ISHARES TR S&P SMLCAP 600 | 2014-01-31 | 2014-04-30 | $106 | $105 | $1 | $1 | |
| 3. HEALTH CARE SELECT SECTOR ETF LARGE CAP | 2014-02-28 | 2014-04-30 | $174 | $180 | -$6 | -$6 | |
| 73. SECTOR SPDR TR SBI CYCL TRANS | 2013-10-31 | 2014-04-30 | $4,639 | $4,645 | -$6 | -$6 | |
| 4. SECTOR SPDR TR SBI CYCL TRANS | 2014-01-31 | 2014-04-30 | $254 | $251 | $3 | $3 | |
| 46. ISHARES TR S&P SMLCAP 600 | 2013-10-31 | 2014-06-30 | $5,137 | $4,779 | $358 | $358 | |
| 87. HEALTH CARE SELECT SECTOR ETF LARGE CAP | 2014-02-28 | 2014-06-30 | $5,299 | $5,211 | $88 | $88 | |
| 3. INDUSTRIAL SELECT SECTOR SPDR ETF LARGE CAP | 2014-04-30 | 2014-06-30 | $162 | $159 | $3 | $3 | |
| 68. ISHARES MSCI EAFE SMALL CAP ETF | 2014-06-30 | 2014-07-31 | $3,485 | $3,601 | -$116 | -$116 | |
| 47. SPDR S&P INTERNATIONAL SMALL CAP | 2014-06-30 | 2014-07-31 | $1,624 | $1,659 | -$35 | -$35 | |
| 95. INDUSTRIAL SELECT SECTOR SPDR ETF LARGE CAP | 2014-04-30 | 2014-07-31 | $4,948 | $5,031 | -$83 | -$83 | |
| 7. SECTOR SPDR TR SBI BASIC INDS | 2014-06-30 | 2014-08-29 | $353 | $347 | $6 | $6 | |
| 51. SECTOR SPDR TR SBI INT-ENERGY | 2014-07-31 | 2014-08-29 | $5,010 | $4,967 | $43 | $43 | |
| 28.478 AMERICAN BEACON L/C VALU IS | 2012-04-12 | 2014-09-05 | $587 | $434 | $153 | $153 | |
| 18.031 ARTISAN FDS INC INTERNATIONAL | 2000-12-20 | 2014-09-05 | $561 | $380 | $181 | $181 | |
| 29.645 DODGE & COX INTERNATIONAL STOCK FUND | 2012-04-12 | 2014-09-05 | $1,405 | $945 | $460 | $460 | |
| 2.988 GOLDMAN SACHS MID CAP VALUE FD CL I | 2013-05-30 | 2014-09-05 | $149 | $139 | $10 | $10 | |
| 32.506 GOLDMAN SACHS GRTH OPPOR INSTIT CLASS | 2012-04-12 | 2014-09-05 | $1,077 | $827 | $250 | $250 | |
| 43.455 HARDING LOEVNER INTERNATIONAL EQUITY PORTFOLIO | 2012-11-01 | 2014-09-05 | $827 | $666 | $161 | $161 | |
| 4. ISHARES TR S&P SMLCP VALU | 2012-04-12 | 2014-09-05 | $457 | $307 | $150 | $150 | |
| 109.553 MFS VALUE FUND CLASS I | 2010-02-08 | 2014-09-05 | $3,840 | $2,671 | $1,169 | $1,169 | |
| 74.728 MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND CLASS I | 2013-08-28 | 2014-09-05 | $1,547 | $1,337 | $210 | $210 | |
| 85.525 T ROWE PRICE GROWTH STOCK FUND | 2013-10-07 | 2014-09-05 | $4,790 | $4,003 | $787 | $787 | |
| 126.107 ROWE T PRICE VALUE FD INC COM | 2013-08-01 | 2014-09-05 | $4,729 | $4,199 | $530 | $530 | |
| 16.218 T ROWE PRICE REAL ESTATE FUND FD 122 | 2012-04-12 | 2014-09-05 | $412 | $328 | $84 | $84 | |
| 9. SECTOR SPDR TR SBI BASIC INDS | 2014-06-30 | 2014-09-05 | $454 | $447 | $7 | $7 | |
| 8. HEALTH CARE SELECT SECTOR ETF LARGE CAP | 2014-08-29 | 2014-09-05 | $511 | $510 | $1 | $1 | |
| 12. SECTOR SPDR TR SBI INT-TECH | 2014-07-31 | 2014-09-05 | $482 | $473 | $9 | $9 | |
| 217.368 TOUCHSTONE SANDS CAPITAL SELECT GROWTH FD CLASS Y | 2012-04-12 | 2014-09-05 | $4,134 | $2,795 | $1,339 | $1,339 | |
| 252.814 DODGE & COX INCOME FUND | 2014-09-05 | 2014-10-22 | $3,522 | $3,522 | |||
| 2382.14 DODGE & COX INCOME FUND | 2012-04-12 | 2014-10-22 | $33,183 | $32,349 | $834 | $834 | |
| 385.766 PIMCO FDS PAC INVT MGMT SER TOTAL RETURN FD INSTL CL | 2014-09-05 | 2014-10-22 | $4,220 | $4,228 | -$8 | -$8 | |
| 3133.531 PIMCO FDS PAC INVT MGMT SER TOTAL RETURN FD INSTL CL | 2012-04-12 | 2014-10-22 | $34,281 | $34,936 | -$655 | -$655 | |
| 568.766 PIMCO UNCONSTRAINED BOND FUND INSTITUTIONAL CLASS | 2013-07-01 | 2014-10-22 | $6,387 | $6,421 | -$34 | -$34 | |
| 79.019 PIMCO UNCONSTRAINED BOND FUND INSTITUTIONAL CLASS | 2014-09-05 | 2014-10-22 | $887 | $897 | -$10 | -$10 | |
| 233.905 EATON VANCE FLOATING RATE FUND CLASS I | 2014-09-05 | 2014-10-30 | $2,105 | $2,129 | -$24 | -$24 | |
| 592.451 EATON VANCE FLOATING RATE FUND CLASS I | 2012-04-12 | 2014-10-30 | $5,332 | $5,385 | -$53 | -$53 | |
| 87.772 TEMPLETON GLOBAL BOND FUND AD FUND | 2014-09-05 | 2014-10-30 | $1,161 | $1,179 | -$18 | -$18 | |
| 58.359 TEMPLETON GLOBAL BOND FUND AD FUND | 2012-04-12 | 2014-10-30 | $772 | $761 | $11 | $11 | |
| 93. SECTOR SPDR TR SBI BASIC INDS | 2014-06-30 | 2014-12-01 | $4,518 | $4,616 | -$98 | -$98 | |
| 3. HEALTH CARE SELECT SECTOR ETF LARGE CAP | 2014-08-29 | 2014-12-01 | $209 | $191 | $18 | $18 | |
| 6. SECTOR SPDR TR SBI INT-TECH | 2014-07-31 | 2014-12-01 | $252 | $235 | $17 | $17 | |
| 36.329 MFS VALUE FUND CLASS I | 2010-02-08 | 2014-12-30 | $1,287 | $721 | $566 | $566 | |
| 28.315 T ROWE PRICE REAL ESTATE FUND FD 122 | 2012-04-12 | 2014-12-30 | $772 | $572 | $200 | $200 | |
| 13.39 TOUCHSTONE SANDS CAPITAL SELECT GROWTH FD CLASS Y | 2012-04-12 | 2014-12-30 | $249 | $172 | $77 | $77 | |
| CAPITAL GAIN DIVIDENDS | $10,980 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $19,969 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $14,782 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $349,959 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.042239 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $14,920 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $325,126 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04589 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $14,325 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $323,114 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.044334 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $15,266 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $310,636 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049144 | DistributionYr4Rt |
| Total Distribution | 0.181607 | TotalDistributionRt |
| Average Distribution | 0.045402 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $373,185 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $16,943 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $245 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $17,188 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $15,489 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $491 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $491 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $491 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $488 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $0 | AppliedToEsTaxAmt |
| Total Payments And Credits | $488 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $3 | 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 | 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 | $3,753 | 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 | $378,868 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $378,868 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $378,868 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,683 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $373,185 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $18,659 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $18,659 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $491 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $491 | TotalTaxAmt |
| Distributable Before Adj | $18,168 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $18,168 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $18,168 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $15,489 | 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 | $15,489 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $15,489 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $18,168 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $4,689 | 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 | $15,489 | QualifyingDistributionsAmt |
| Applied To Year1 | $4,689 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $10,800 | 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 | $7,368 | 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 | $15,301 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $15,301 | 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 | $8,143 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $19,969 | 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 | $28,112 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $28,112 | 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 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIFF BETWEEN TAX COST AND CARRYING VALUE | Desc |
| Amt | $1,990 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL ESTIMATES - PRINCIPAL | $244 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $18 | $18 | $0 |