JOSEPH HORNE FOR EYE AND EAR HOSP: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- JOSEPH HORNE FOR EYE AND EAR HOSP (EIN 25-6021016)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-04-27
- IRS object ID
- 201241189349100804
- Schema version
- 2011v1.2
- 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
- Form 990-PF
- Accounting Fees Schedule
- Other Decreases Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-04-27T09:49:03-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 256021016 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | J HORNE DECD FOR UNIV OF PIT MED CTR | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HORN | NameControl |
| Phone | 8006228036 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O PNC BANK NA PO BOX 94651 | AddressLine1 |
| City | CLEVELAND | City |
| State | OH | State |
| ZIP Code | 44101 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JACKLYNN ANN BARRAS | Name |
| Title | TAX DIRECTOR | Title |
| Phone | 8006228036 | Phone |
| Date Signed | 2012-04-26 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| NECT | X | NECT |
| FMV Assets EOY | 2067631 | FMVAssetsEOY |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 46418 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 46418 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 73848 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 571716 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 73848 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 0 | NetSTCGAdjNetIncm |
| Total Revenue And Expenses | 120266 | TotalRevenueAndExpenses |
| Total Net Investment Income | 120266 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 20902 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 10451 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 10451 | CompOfcrDirTrstDsbrsChrtblPrps |
| Oth Empl Slrs Wgs Net Invst Incm | 0 | OthEmplSlrsWgsNetInvstIncm |
| Oth Empl Slrs Wgs Adj Net Incm | 0 | OthEmplSlrsWgsAdjNetIncm |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 0 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Pension Empl Bnft Net Invst Incm | 0 | PensionEmplBnftNetInvstIncm |
| Pension Empl Bnft Adj Net Incm | 0 | PensionEmplBnftAdjNetIncm |
| Legal Fees Dsbrs Chrtbl Prps | 0 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 700 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 700 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Interest Dsbrs Chrtbl Prps | 0 | InterestDsbrsChrtblPrps |
| Taxes Rev And Expnss | 3535 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 583 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 0 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 0 | DeprecAndDepletionNetInvstIncm |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Adj Net Incm | 0 | TravConfMeetingAdjNetIncm |
| Printing And Pub Net Invst Incm | 0 | PrintingAndPubNetInvstIncm |
| Printing And Pub Adj Net Incm | 0 | PrintingAndPubAdjNetIncm |
| Tot Opr Expenses Rev And Expnss | 25137 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 11034 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 11151 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 90241 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 90241 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 115378 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 11034 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 101392 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 4888 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 109232 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 42738 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 25534 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 25534 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable EOY | 0 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 0 | AccountsReceivableEOYFMV |
| Allwnc For Dbtfl Acct Other Rcvbl | 0 | AllwncForDbtflAcctOtherRcvbl |
| Investments Corp Stock BOY | 1227883 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1206674 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1401729 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 480979 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 526562 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 552245 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 100900 | InvestmentsOtherBOY |
| Investments Other EOY | 100900 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 88123 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 1852500 | TotalAssetsBOY |
| Total Assets EOY | 1859670 | TotalAssetsEOY |
| Total Assets EOYFMV | 2067631 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 1852500 | CapitalStockBOY |
| Capital Stock EOY | 1859670 | CapitalStockEOY |
| Total Net Assets BOY | 1852500 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1859670 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1852500 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1859670 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1852500 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 4888 | ExcessOfRevenueOverExpenses |
| Other Increases | 3071 | OtherIncreases |
| Subtotal | 1860459 | Subtotal |
| Other Decreases | 789 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1859670 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (77 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | How AcquiredHowAcquired |
|---|---|---|---|---|---|---|---|
| 223.613 ASTON TAMRO SMALL CAP FUND CL I | 2007-02-27 | 2011-02-04 | 5000 | 4470 | 530 | 530 | |
| 365. AMERICAN ELEC PWR INC COM | 2009-12-09 | 2011-02-04 | 12916 | 12626 | 290 | 290 | |
| 130. AMGEN INC COM | 2008-12-05 | 2011-02-04 | 7168 | 7291 | -123 | -123 | |
| 120. APACHE CORP COM | 2008-08-19 | 2011-02-04 | 14185 | 12967 | 1218 | 1218 | |
| 30. COACH INC COM | 2010-03-11 | 2011-02-04 | 1626 | 1152 | 474 | 474 | |
| 170. DOLBY LABORATORIES INC CLASS A | 2010-01-14 | 2011-02-04 | 9343 | 8682 | 661 | 661 | |
| 200. EMERSON ELEC CO COM | 2010-03-11 | 2011-02-04 | 12010 | 9570 | 2440 | 2440 | |
| 745. FORD MTR CO DEL COM PAR $0.01 | 2010-01-14 | 2011-02-04 | 11748 | 8687 | 3061 | 3061 | |
| 265. FORD MTR CO DEL COM PAR $0.01 | 2010-08-06 | 2011-02-04 | 4179 | 3456 | 723 | 723 | |
| 225.189 HARBOR FD INTL FD | 2009-11-19 | 2011-02-04 | 14000 | 12471 | 1529 | 1529 | |
| 200. ISHARES TR RUSSELL MIDCAP INDEX FD | 2009-05-01 | 2011-02-04 | 21107 | 12584 | 8523 | 8523 | |
| 200. METLIFE INC COM | 2009-09-22 | 2011-02-04 | 9434 | 7882 | 1552 | 1552 | |
| 228.224 RS EMERGING MARKETS FUND EXCH 05/02/2011 | 2009-11-19 | 2011-02-04 | 6000 | 5245 | 755 | 755 | |
| 148.92 ROYCE FD TOTAL RETURN | 2008-06-04 | 2011-02-04 | 2000 | 1937 | 63 | 63 | |
| 160. 3M COMPANY COM | 2009-08-07 | 2011-02-04 | 14062 | 11960 | 2102 | 2102 | |
| 40. VIACOM INC | 2009-08-07 | 2011-02-04 | 1757 | 996 | 761 | 761 | |
| 30. WAL MART STORES INC COM | 2007-12-27 | 2011-02-04 | 1675 | 1445 | 230 | 230 | |
| 70. WELLS FARGO & CO NEW COM | 2010-03-11 | 2011-02-04 | 2287 | 2077 | 210 | 210 | |
| 35. WISCONSIN ENERGY CORP COM | 2009-09-22 | 2011-02-04 | 2039 | 1574 | 465 | 465 | |
| 155. AT&T INC | 2008-07-25 | 2011-03-29 | 4540 | 4916 | -376 | -376 | |
| 20. ALLERGAN INC COM | 2010-03-11 | 2011-03-29 | 1390 | 1239 | 151 | 151 | |
| 80. AMAZON.COM INC COM | 2010-03-11 | 2011-03-29 | 13687 | 10650 | 3037 | 3037 | |
| 40. AMERISOURCEBERGEN CORP COM | 2010-03-11 | 2011-03-29 | 1574 | 1123 | 451 | 451 | |
| 340. BROADCOM CORP CL A | 2009-06-24 | 2011-03-29 | 13613 | 9422 | 4191 | 4191 | |
| 10. CHEVRONTEXACO CORP COM | 2010-10-28 | 2011-03-29 | 1057 | 846 | 211 | 211 | |
| 670. CISCO SYS INC COM | 2006-01-20 | 2011-03-29 | 11558 | 12969 | -1411 | -1411 | |
| 70. NATIONAL OIL-WELL INC COM | 2010-10-28 | 2011-03-29 | 5630 | 3703 | 1927 | 1927 | |
| 160. NEWFIELD EXPL CO COM | 2011-02-04 | 2011-03-29 | 11833 | 11869 | -36 | -36 | |
| 260. PEPSICO INC COM | 2005-01-10 | 2011-03-29 | 16705 | 14742 | 1963 | 1963 | |
| 10. CORE LABORATORIES N V COM | 2010-06-16 | 2011-03-29 | 1001 | 757 | 244 | 244 | |
| 310. COACH INC COM | 2009-08-07 | 2011-04-11 | 15754 | 9901 | 5853 | 5853 | |
| 410. GENERAL MILLS INC COM | 2009-06-01 | 2011-04-11 | 14981 | 11738 | 3243 | 3243 | |
| 110. CORE LABORATORIES N V COM | 2010-06-16 | 2011-04-11 | 10685 | 8331 | 2354 | 2354 | |
| 10. APACHE CORP COM | 2008-08-19 | 2011-06-24 | 1161 | 1051 | 110 | 110 | |
| 30. BANK OF AMER CORP COM | 2010-03-11 | 2011-06-24 | 315 | 517 | -202 | -202 | |
| 20. CHEVRONTEXACO CORP COM | 2010-10-28 | 2011-06-24 | 1964 | 1693 | 271 | 271 | |
| 11. CITIGROUP INC | 2010-06-16 | 2011-06-24 | 434 | 444 | -10 | -10 | |
| 10. CUMMINS ENGINE INC COM | 2010-01-14 | 2011-06-24 | 970 | 531 | 439 | 439 | |
| 17. DOLLAR TREE INC | 2010-01-14 | 2011-06-24 | 1112 | 560 | 552 | 552 | |
| 20. EXXON MOBIL CORP COM | 2011-03-29 | 2011-06-24 | 1546 | 1660 | -114 | -114 | |
| 230. HEWLETT PACKARD CO COM | 2010-06-16 | 2011-06-24 | 8043 | 11070 | -3027 | -3027 | |
| 20. NATIONAL OIL-WELL INC COM | 2010-08-06 | 2011-06-24 | 1413 | 947 | 466 | 466 | |
| 190. PFIZER INC COM | 2010-01-14 | 2011-06-24 | 3838 | 3601 | 237 | 237 | |
| 200. PRICE T ROWE GROUP INC COM | 2009-08-07 | 2011-06-24 | 11342 | 9682 | 1660 | 1660 | |
| 30. PRICE T ROWE GROUP INC COM | 2011-03-29 | 2011-06-24 | 1701 | 1924 | -223 | -223 | |
| 50. SHIRE PHARMACEUTICAL GROUP SPONSORED ADR | 2011-03-29 | 2011-06-24 | 4483 | 4333 | 150 | 150 | |
| 40. SHIRE PHARMACEUTICAL GROUP SPONSORED ADR | 2010-03-11 | 2011-06-24 | 3587 | 2631 | 956 | 956 | |
| 110. STARBUCKS CORP COM | 2011-02-04 | 2011-06-24 | 4110 | 3542 | 568 | 568 | |
| 360. STARBUCKS CORP COM | 2010-06-16 | 2011-06-24 | 13449 | 10112 | 3337 | 3337 | |
| 10. UNION PAC CORP COM | 2010-06-16 | 2011-06-24 | 1002 | 757 | 245 | 245 | |
| 20. COOPER INDUSTRIES PLC SEDOL B40K911 ISIN IE00B40K9117 | 2010-10-28 | 2011-06-24 | 1165 | 1049 | 116 | 116 | |
| 290. WALGREEN CO COM | 2011-03-29 | 2011-06-30 | 12111 | 11430 | 681 | 681 | |
| 10. APPLE COMPUTER INC COM | 2009-06-01 | 2011-09-09 | 3763 | 1398 | 2365 | 2365 | |
| 100. CELANESE CORP-SERIES A | 2009-06-01 | 2011-09-09 | 4054 | 2519 | 1535 | 1535 | |
| 270. CENTURYTEL INC COM | 2010-06-16 | 2011-09-09 | 8888 | 9423 | -535 | -535 | |
| 160. DEERE & CO COM | 2011-02-04 | 2011-09-09 | 11957 | 14930 | -2973 | -2973 | |
| 120. HESS CORPORATION | 2011-03-29 | 2011-09-09 | 6871 | 9847 | -2976 | -2976 | |
| 180. LIMITED INC COM | 2010-06-16 | 2011-09-09 | 6543 | 4590 | 1953 | 1953 | |
| 140. NATIONAL OIL-WELL INC COM | 2010-08-06 | 2011-09-09 | 8711 | 5849 | 2862 | 2862 | |
| 300. TEXAS INSTRS INC COM | 2011-03-29 | 2011-09-09 | 7812 | 10235 | -2423 | -2423 | |
| 60. TIFFANY & CO NEW COM | 2011-02-04 | 2011-09-09 | 4082 | 3682 | 400 | 400 | |
| 230. COOPER INDUSTRIES PLC SEDOL B40K911 ISIN IE00B40K9117 | 2010-01-14 | 2011-09-09 | 10212 | 9937 | 275 | 275 | |
| 50. COOPER INDUSTRIES PLC SEDOL B40K911 ISIN IE00B40K9117 | 2010-10-28 | 2011-09-09 | 2220 | 2623 | -403 | -403 | |
| 100. AMERISOURCEBERGEN CORP COM | 2010-02-04 | 2011-10-20 | 3819 | 2792 | 1027 | 1027 | |
| 70. APACHE CORP COM | 2008-09-30 | 2011-10-20 | 6312 | 7149 | -837 | -837 | |
| 380. DISNEY WALT CO COM | 2011-04-11 | 2011-10-20 | 12699 | 15892 | -3193 | -3193 | |
| 90. UNITEDHEALTH GROUP INC COM | 2010-03-11 | 2011-10-20 | 4147 | 2985 | 1162 | 1162 | |
| 310. VIACOM INC | 2009-06-29 | 2011-10-20 | 13038 | 7266 | 5772 | 5772 | |
| 20. APPLE COMPUTER INC COM | 2009-06-01 | 2011-11-16 | 7769 | 2796 | 4973 | 4973 | |
| 160. BAKER HUGHES INC COM | 2011-04-11 | 2011-11-16 | 9273 | 11131 | -1858 | -1858 | |
| 110. BAKER HUGHES INC COM | 2011-06-24 | 2011-11-16 | 6375 | 6174 | 201 | 201 | |
| 20. INTERNATIONAL BUSINESS MACHS CORP COM | 2009-06-01 | 2011-11-16 | 3793 | 2360 | 1433 | 1433 | |
| 2299.908 PIMCO FDS PAC INVT MGMT SER TOTAL RETURN FD INSTL CL | 2009-11-25 | 2011-12-21 | 25000 | 25368 | -368 | -368 | |
| 130. PPG INDS INC COM | 2010-03-11 | 2011-12-21 | 10603 | 8221 | 2382 | 2382 | |
| 2582.645 PNC GOVERNMENT MRTG FD CLASS I | 2005-05-18 | 2011-12-21 | 25000 | 24070 | 930 | 930 | |
| 160. TIFFANY & CO NEW COM | 2011-02-04 | 2011-12-21 | 10235 | 9819 | 416 | 416 | |
| CAPITAL GAIN DIVIDENDS | 35 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 73848 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 62891 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1955543 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.03216 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 78007 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1728485 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.04513 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 104206 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 2179238 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.047818 | DistributionRatioYear3 |
| Total Distribution Ratio | 0.125108 | TotalDistributionRatio |
| Average Distribution Ratio | 0.031277 | AverageDistributionRatio |
| Net Noncharitable Assets | 2098728 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 65642 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1092 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 66734 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 101392 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 1092 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1092 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1092 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 2000 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 0 | TaxPaidWithExtension |
| Total Credits And Payments | 2000 | TotalCreditsAndPayments |
| Penalty For Underpayment | 0 | PenaltyForUnderpayment |
| Overpayment | 908 | Overpayment |
| Amount Credited To Next Year | 908 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | PA | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PNC BANK NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 8006228036 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 94651 | AddressLine1 |
| City | CLEVELAND | City |
| State | OH | State |
| ZIP Code | 441014651 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| NECT Filing In Lieu OF Form1041 | X | NECTFilingInLieuOFForm1041 |
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | true | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | true | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | PNC BANK NA | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 94651 | AddressLine1 |
| City | CLEVELAND | City |
| State | OH | State |
| ZIP Code | 441014651 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | Title |
| Avg Hours Per Wk Devoted To Position | 2 | AvgHoursPerWkDevotedToPosition |
| Compensation | 20902 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Charitable Acty | SummaryOfDirectCharitableActy | |
| Sum Of Program Related Investments | SumOfProgramRelatedInvestments |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 2130688 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 0 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2130688 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 2130688 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 31960 | CashDeemedCharitable |
| Net Noncharitable Assets | 2098728 | NetNoncharitableAssets |
| Minimum Investment Return | 104936 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 104936 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1092 | TaxBasedOnInvestmentIncome |
| Total Tax | 1092 | TotalTax |
| Distributable Amount Before Adj | 103844 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 103844 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 103844 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 101392 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 101392 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 1092 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 100300 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 103844 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 44722 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 0 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 0 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 0 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 0 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 0 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 101392 | QualifyingDistributions |
| Applied To Year1 | 44722 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 56670 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 47174 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 0 | ExcessFromYear4 |
| Excess From Year3 | 0 | ExcessFromYear3 |
| Excess From Year2 | 0 | ExcessFromYear2 |
| Excess From Year1 | 0 | ExcessFromYear1 |
| Excess From Current Year | 0 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UPMC | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1650 METROPOLITAN STREET | AddressLine1 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 15233 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationship |
| Recipient Foundation Status | PUBLIC | RecipientFoundationStatus |
| Purpose Of Grant Or Contribution | GENERAL SUPPORT | PurposeOfGrantOrContribution |
| Amount | $90,241 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 90241 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments | |
| Int On Savings And Temp Cash Invst | IntOnSavingsAndTempCashInvst |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $46,418 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty | |
| Other Investment Income Part VII | OtherInvestmentIncomePartVII |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $73,848 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $120,266 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 120266 | TotalPartXVIA |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exempt Prps | RlnOfActyToAccomOfExemptPrps |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PNC BANK, NA | Category |
| Amount | $700 | Amount |
| Disbursements Charitable Prps | 700 | DisbursementsCharitablePrps |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | POSTED SUBSEQ YR TAXED CURR YR | Description |
| Amount | $789 | Amount |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| POSTED CURR YR TAXED PRIOR YR | $1,146 |
| CARRY VALUE ADJUSTMENT | $1,876 |
| BASIS ADJUSTMENT | $49 |
Taxes Schedule TaxesSchedule
Taxes Taxes (4 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FOREIGN TAXES | $5 | 5 | 0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $952 | 0 | 0 |
| FEDERAL ESTIMATES - INCOME | $2,000 | 0 | 0 |
| FOREIGN TAXES ON QUALIFIED FOR | $578 | 578 | 0 |