UNION MEMORIAL HOSPITAL TRUST U/W LOUISE BOWLES NECT: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- UNION MEMORIAL HOSPITAL TRUST U/W LOUISE BOWLES NECT (EIN 52-6022456)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-08
- IRS object ID
- 202631289349103313
- Schema version
- 2025v4.0
- 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 Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-08T16:01:40-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 920460586 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PWC US TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 GRANT STREET 45TH FLOOR | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 526022456 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNION MEM HOSP ELIZ ANNE BOWLES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIO | BusinessNameControlTxt |
| Phone | 4122094802 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 FIRST AVE P7-PFSC-03-Z | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PNC BANK N A | PersonNm |
| Person Title | TAX MANAGER | PersonTitleTxt |
| Phone | 4122094802 | PhoneNum |
| Signature | 2026-03-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAWRENCE MCGUIRE | PreparerPersonNm |
| PTIN | P01233953 | PTIN |
| Phone | 4123556000 | PhoneNum |
| Preparation | 2026-03-28 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $889,128 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $22,127 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $22,104 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $206,449 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,035,339 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $206,449 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $228,576 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $228,553 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $11,885 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $9,508 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $2,377 | 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 | $1,855 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $386 | 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 | $13,740 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,894 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,377 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $42,645 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $42,645 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $56,385 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,894 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $45,022 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $172,191 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $218,659 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $25,771 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $37,999 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $37,999 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $689,754 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $850,420 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $851,129 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $715,525 | TotalAssetsBOYAmt |
| Total Assets EOY | $888,419 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $889,128 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $715,525 | CapitalStockBOYAmt |
| Capital Stock EOY | $888,419 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $715,525 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $888,419 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $715,525 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $888,419 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $715,525 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $172,191 | ExcessRevenueOverExpensesAmt |
| Other Increases | $716 | OtherIncreasesAmt |
| Subtotal | $888,432 | SubtotalAmt |
| Other Decreases | $13 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $888,419 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (74 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 110. ISHARES MSCI USA QUALITY FACTOR | 2025-01-08 | $19,626 | $13,145 | $6,481 | $6,481 | ||
| 531.724 TRIBUTARY SMALL COMPANY FD INST | 2025-01-08 | $16,260 | $17,515 | -$1,255 | -$1,255 | 2024-10-01 | |
| 260. ISHARES MSCI EAFE SMALL-CAP ETF | 2025-04-21 | $16,756 | $17,542 | -$786 | -$786 | 2024-10-01 | |
| 140. ISHARES RUSSELL MID-CAP GROWTH | 2025-05-28 | $18,556 | $18,521 | $35 | $35 | 2024-12-17 | |
| 487.247 T ROWE PR MID-CAP VALUE-I | 2025-05-28 | $14,895 | $17,410 | -$2,515 | -$2,515 | ||
| 3713.728 BAIRD INTERMEDIATE BD FD | 2025-06-03 | $38,623 | $41,653 | -$3,030 | -$3,030 | ||
| 910.711 BAIRD AGGREGATE BOND FUND | 2025-06-03 | $8,843 | $10,728 | -$1,885 | -$1,885 | 2020-11-10 | |
| 1063.128 DODGE & COX INCOME FUND | 2025-06-03 | $13,321 | $14,671 | -$1,350 | -$1,350 | 2012-08-22 | |
| 75. ISHARES CORE S&P 500 | 2025-06-03 | $44,935 | $44,512 | $423 | $423 | ||
| 801.64 TOUCHSTONE SANDS EM GR-R6 | 2025-07-21 | $13,083 | $15,640 | -$2,557 | -$2,557 | 2020-11-10 | |
| 214.817 SEAFARER OVERSEAS GROWTH & | 2025-08-28 | $3,001 | $3,317 | -$316 | -$316 | 2021-09-03 | |
| 190. ISHARES RUSSELL MID-CAP | 2025-08-28 | $18,255 | $16,976 | $1,279 | $1,279 | ||
| 1110. ISHARES U S TREASURY BOND | 2025-08-28 | $25,486 | $25,108 | $378 | $378 | 2025-06-03 | |
| 170. ISHARES CORE MSCI EAFE ETF | 2025-08-28 | $14,630 | $10,950 | $3,680 | $3,680 | 2019-12-09 | |
| 635. ISHARES MSCI INTL QUALITY | 2025-08-28 | $27,540 | $26,229 | $1,311 | $1,311 | 2024-10-01 | |
| 85. WISDOMTREE U.S. QUALITY DIVI | 2025-08-28 | $7,422 | $5,503 | $1,919 | $1,919 | 2023-11-06 | |
| 255. WISDOMTREE U.S. QUALITY DIVI | 2025-09-23 | $22,759 | $16,509 | $6,250 | $6,250 | 2023-11-06 | |
| 960.053 SEAFARER OVERSEAS GROWTH & | 2025-09-25 | $13,604 | $14,823 | -$1,219 | -$1,219 | 2021-09-03 | |
| 759.758 MFS EMERGING MKTS DEBT FD-R6 | 2025-09-25 | $9,505 | $9,421 | $84 | $84 | 2024-10-01 | |
| 654.354 MFS EMERGING MKTS DEBT FD-R6 | 2025-09-25 | $8,186 | $9,789 | -$1,603 | -$1,603 | 2020-11-10 | |
| 3846.154 DOUBLELINE TOTAL RETURN BOND | 2025-10-01 | $34,346 | $33,500 | $846 | $846 | 2025-06-03 | |
| 60. SPDR S&P 500 ETF TRUST | 2025-11-04 | $40,756 | $12,285 | $28,471 | $28,471 | ||
| 5175.074 BAIRD AGGREGATE BOND FUND | 2025-11-13 | $51,647 | $53,767 | -$2,120 | -$2,120 | ||
| 111.064 WCM FOCUSED INTL GROWTH-INS | 2025-11-13 | $2,922 | $2,948 | -$26 | -$26 | 2025-08-28 | |
| 190. ISHARES RUSSELL MID-CAP | 2025-11-13 | $18,169 | $16,951 | $1,218 | $1,218 | 2025-05-28 | |
| 75. ISHARES CORE S&P SMALL CAP ETF | 2025-11-13 | $8,863 | $8,585 | $278 | $278 | 2025-01-08 | |
| 150. ISHARES CORE S&P SMALL CAP ETF | 2025-11-13 | $17,727 | $14,858 | $2,869 | $2,869 | ||
| 220. ISHARES CORE MSCI EAFE ETF | 2025-11-13 | $19,681 | $16,583 | $3,098 | $3,098 | 2025-04-21 | |
| 610. ISHARES CORE MSCI EAFE ETF | 2025-11-13 | $54,571 | $40,710 | $13,861 | $13,861 | ||
| 215. ISHARES CORE MSCI EMERGING | 2025-11-13 | $14,663 | $13,235 | $1,428 | $1,428 | 2025-07-21 | |
| 1018.508 PIMCO INCOME FUND | 2025-11-13 | $11,173 | $11,061 | $112 | $112 | 2025-08-28 | |
| 1437.681 PIMCO INCOME FUND | 2025-11-13 | $15,771 | $14,880 | $891 | $891 | 2023-08-28 | |
| 51.561 PRINCIPAL MIDCAP FUND-R6 | 2025-11-13 | $2,335 | $2,360 | -$25 | -$25 | 2024-10-01 | |
| 60. SPDR S&P 500 ETF TRUST | 2025-11-13 | $40,531 | $35,776 | $4,755 | $4,755 | 2025-06-03 | |
| 440. SPDR S&P 500 ETF TRUST | 2025-11-13 | $297,225 | $157,868 | $139,357 | $139,357 | ||
| 1913.58 VANGUARD TOTAL BD MKT INDX 584 | 2025-11-13 | $18,715 | $18,600 | $115 | $115 | 2025-08-28 | |
| 2663.943 VANGUARD TOTAL BD MKT INDX 584 | 2025-11-13 | $26,053 | $24,961 | $1,092 | $1,092 | 2023-08-28 | |
| CAPITAL GAIN DIVIDENDS | $4,905 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,905 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,905 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,905 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,905 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,905 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,905 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,905 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,905 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,905 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,905 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,905 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,905 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,905 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,905 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,905 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,905 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,905 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,905 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,905 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,905 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,905 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,905 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,905 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,905 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,905 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,905 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,905 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,905 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,905 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,905 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,905 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,905 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,905 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,905 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,905 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,905 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $206,449 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,039 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,039 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,039 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $812 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $812 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $2,227 | 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 | MD | 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 | 4122094802 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 FIRST AVE P7-PFSC-03-Z | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
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 | 500 FIRST AVE P7-PFSC-03-Z | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $11,885 | 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 | $831,452 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $29,208 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $860,660 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $860,660 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,910 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $847,750 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $42,388 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $42,388 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,039 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,039 | TotalTaxAmt |
| Distributable Before Adj | $39,349 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $39,349 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $39,349 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $45,022 | 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 | $45,022 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $39,349 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $42,645 | 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 | $45,022 | QualifyingDistributionsAmt |
| Applied To Year1 | $42,645 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,377 | 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 | $36,972 | 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 | UNION MEMORIAL HOSPITAL | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 E UNIVERSITY PARKWAY | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 212182829 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusCd |
| Grant Or Contribution Purpose | GENERAL SUPPORT | GrantOrContributionPurposeTxt |
| Amt | $42,645 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $42,645 | 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 |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22,127 | 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 Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $206,449 | 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 | $228,576 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $228,576 | 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 (35 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 256210105 DODGE & COX INCOME F | AT COST | $74,675 | $73,228 |
| 464287804 ISHARES CORE S&P SMA | |||
| 552746364 MFS EMERGING MKTS DE | |||
| 46432F842 ISHARES CORE MSCI EA | |||
| 78462F103 SPDR S&P 500 ETF TRU | |||
| 057071805 BAIRD INTERMEDIATE B | |||
| 057071854 BAIRD AGGREGATE BOND | |||
| 317609295 SEAFARER OVERSEAS GR | |||
| 77957Y403 T ROWE PR MID-CAP VA | |||
| 89154M702 TOUCHSTONE SANDS EM | AT COST | $21,720 | $21,620 |
| 00770X675 PZENA EMERG MKTS VAL | AT COST | $17,500 | $21,017 |
| 46432F339 ISHARES MSCI USA QUA | |||
| 72201F490 PIMCO INCOME FUND CL | |||
| 921937603 VANGUARD TOTAL BD MK | |||
| 97717X669 WISDOMTREE U.S. QUAL | |||
| 464287200 ISHARES CORE S&P 500 | AT COST | $322,173 | $325,347 |
| 464287481 ISHARES RUSSELL MID- | |||
| 464288273 ISHARES MSCI EAFE SM | |||
| 46434V456 ISHARES MSCI INTL QU | |||
| 74256W584 PRINCIPAL MIDCAP FUN | AT COST | $15,155 | $14,205 |
| 89609H704 TRIBUTARY SMALL COMP | |||
| 00171A852 AMG RR SM CAP VAL-I | AT COST | $10,860 | $10,171 |
| 025072349 AVANTIS US LARGE CAP | AT COST | $15,090 | $15,609 |
| 02631W607 AMER FND MULTI-SEC I | AT COST | $39,097 | $39,221 |
| 092528603 ISHARES FLEXIBLE INC | AT COST | $26,053 | $25,857 |
| 25434V807 DIMENSIONAL INTERNAT | AT COST | $37,714 | $40,319 |
| 37954Y632 GLOBAL X ART INTEL & | AT COST | $44,060 | $43,434 |
| 411512460 HARBOR MID CAP VALUE | AT COST | $10,860 | $10,312 |
| 46138E800 INVESCO CHINA TECHNO | AT COST | $22,502 | $20,592 |
| 461418444 WCM FOCUSED INTL GRO | AT COST | $19,272 | $18,067 |
| 46429B267 ISHARES U S TREASURY | AT COST | $47,823 | $47,524 |
| 46435G326 ISHARES CORE MSCI DE | AT COST | $34,698 | $34,889 |
| 52107V229 LAZARD INTL QLTY GRW | AT COST | $19,548 | $18,601 |
| 589619824 MERIDIAN SMALL CAP G | AT COST | $10,860 | $10,483 |
| 74440B884 PRUDENTIAL TOTAL RET | AT COST | $60,760 | $60,633 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| ROC ON CY SALES | $2 |
| PY RETURN OF CAPITAL ADJUSTMENT | $7 |
| ROUNDING | $4 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MUTUAL FUND TIMING ADJ | Desc |
| Amt | $716 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $252 | $252 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $657 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $812 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $134 | $134 | $0 |