SHADYSIDE HOSPITAL FOUNDATION: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
SHADYSIDE HOSPITAL FOUNDATION (EIN 25-1290546)
Tax period
2013-07-01 to 2014-06-30
Filed
2014-11-06
IRS object ID
201403109349301020
Schema version
2013v3.0
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

FieldValueIRS element (for citing)
Return2014-11-06T14:40:29-06:00ReturnTs
Tax Period End2014-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN232932984PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PARENTEBEARD LLCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11650 MARKET STREET SUITE 4500AddressLine1
CityPHILADELPHIACity
StatePAState
ZIP Code19103ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN251290546EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SHADYSIDE HOSPITAL FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlSHADBusinessNameControlTxt
Phone4126236603PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1532 SOUTH AIKEN AVENUE NO 302AddressLine1
CityPITTSBURGHCity
StatePAState
ZIP Code15232ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLOUISE R BROWNPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone4126236603PhoneNum
Signature2014-11-06SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJULIUS GREEN CPAPreparerPersonNm
PTINP00350393PTIN
Phone2159720701PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerLOUISE R BROWNPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1532 SOUTH AIKEN AVENUE NO 302AddressLine1
CityPITTSBURGHCity
StatePAState
ZIP Code15232ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$9,691,245GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1975FormationYr
Legal Domicile StatePALegalDomicileStateCd
Activity Or MissionTO RAISE FUNDS FOR UPMC-PRESBYTERIAN/SHADYSIDE-TO IMPROVE AND ADVANCE MEDICINE.ActivityOrMissionDesc
Voting Members Governing Body47VotingMembersGoverningBodyCnt
Voting Members Independent46VotingMembersIndependentCnt
Total Employee3TotalEmployeeCnt
Total Volunteers49TotalVolunteersCnt
Total Gross UBI$273TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$4,830,476PYContributionsGrantsAmt
CY Contributions Grants$732,307CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$2,615,391PYInvestmentIncomeAmt
CY Investment Income$7,115,049CYInvestmentIncomeAmt
PY Other Revenue$327,092PYOtherRevenueAmt
CY Other Revenue$337,784CYOtherRevenueAmt
PY Total Revenue$7,772,959PYTotalRevenueAmt
CY Total Revenue$8,185,140CYTotalRevenueAmt
PY Grants And Similar Paid$1,794,920PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,773,674CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$359,212PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$339,969CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$6,193CYTotalFundraisingExpenseAmt
PY Other Expenses$169,754PYOtherExpensesAmt
CY Other Expenses$155,251CYOtherExpensesAmt
PY Total Expenses$2,323,886PYTotalExpensesAmt
CY Total Expenses$2,268,894CYTotalExpensesAmt
PY Revenues Less Expenses$5,449,073PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$5,916,246CYRevenuesLessExpensesAmt
Total Assets BOY$69,609,814TotalAssetsBOYAmt
Total Assets EOY$77,096,866TotalAssetsEOYAmt
Total Liabilities BOY$1,299,846TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,127,942TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$68,309,968NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$75,968,924NetAssetsOrFundBalancesEOYAmt
MissionTO RAISE FUNDS FOR THE BENEFIT OF UPMC-PRESBYTERIAN/SHADYSIDE. THE FUNDS RAISED ARE USED TO FURTHER IMPROVE AND ADVANCE THE SCIENCE OR ART OF HEALTHCARE DELIVERY AND ASSIST IN THE ADVANCEMENT OF MEDICAL EDUCATION AND RESEARCH.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,773,674ExpenseAmt
Grant$1,773,674GrantAmt
DescPROVIDE FUNDING FOR DEPARTMENT OF MEDICINE (EDUCATION PROGRAMS), VARIOUS LECTURESHIP FUNDS, CANCER CARE AND EDUCATION, QUALITY PROGRAMS, AND OTHER MISCELLANEOUS PROGRAMS.Desc
Total Program Service Expenses$1,773,674TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee3EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Excess Business Holdings0ExcessBusinessHoldingsInd
Taxable Distributions0TaxableDistributionsInd
Distribution To Donor0DistributionToDonorInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members47GoverningBodyVotingMembersCnt
Independent Voting Member46IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonMS MARGARET LAUGHLINPersonNm
Phone4126236603PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1532 SOUTH AIKEN AVENUE SUITE 302AddressLine1
CityPITTSBURGHCity
StatePAState
ZIP Code15232ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (64 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
G NICHOLAS BECKWITH III
BOARD MEMBER1.001.00Yes (X)$0$0$0
H VAUGHAN BLAXTER III
CHAIRMAN1.00Yes (X)$0$0$0Yes (X)
COURTNEY B BORNTRAEGER
BOARD MEMBER1.00Yes (X)$0$0$0
AH BURCHFIELD III
BOARD MEMBER1.00Yes (X)$0$0$0
ROBERT B CHALLINOR MD
BOARD MEMBER1.00Yes (X)$0$0$0
W CRAIG ESTERLY
ASST. SEC/TREASURER1.00Yes (X)$0$0$0
PAUL EUWER JR
BOARD MEMBER1.00Yes (X)$0$0$0
STEVEN EVANS MD
BOARD MEMBER1.00Yes (X)$0$0$0
NANCY C FALES
BOARD MEMBER1.00Yes (X)$0$0$0
SHEILA FINE
BOARD MEMBER1.00Yes (X)$0$0$0
AUDREY HILLMAN FISHER
VICE CHAIR1.00Yes (X)$0$0$0
LOTI G GAFFNEY
BOARD MEMBER1.00Yes (X)$0$0$0
MONA N GENERETT
BOARD MEMBER1.00Yes (X)$0$0$0
LAWRENCE N ADLER MD
BOARD MEMBER1.00Yes (X)$0$0$0
JAMES A GLEASON MD
BOARD MEMBER1.00Yes (X)$0$0$0
JOHN F HENSLER
BOARD MEMBER1.00Yes (X)$0$0$0
JAMES F HILLIARD
BOARD MEMBER1.00Yes (X)$0$0$0
THOMAS J HILLIARD JR
BOARD MEMBER1.00Yes (X)$0$0$0
CAROLE D BARMEN
BOARD MEMBER1.00Yes (X)$0$0$0
TORRENCE M HUNT JR
VICE CHAIR1.00Yes (X)$0$0$0
LEO A KEEVICAN JR
BOARD MEMBER1.00Yes (X)$0$0$0
DONNA L KNUPP MD
BOARD MEMBER1.00Yes (X)$0$0$0
F GORDON KRAFT
VICE CHAIR1.00Yes (X)$0$0$0
MARK J LASKOW
CHAIRMAN1.001.00Yes (X)$0$0$0Yes (X)
KATE W MACVEAN
BOARD MEMBER1.00Yes (X)$0$0$0
CHARLES V MASTERSON III
BOARD MEMBER1.00Yes (X)$0$0$0
RICHARD B MCCOMB DECEASED
BOARD MEMBER1.00Yes (X)$0$0$0
W DUFF MCCRADY
BOARD MEMBER1.00Yes (X)$0$0$0
ANN M METZGER
BOARD MEMBER1.00Yes (X)$0$0$0
COOPER SCHENCK MUNROE
BOARD MEMBER1.00Yes (X)$0$0$0
RICHARD A PAGLIARI
BOARD MEMBER1.00Yes (X)$0$0$0
JOHN M PIERCE DDS
VICE CHAIR1.00Yes (X)$0$0$0
WILLIAM M ROBINSON
BOARD MEMBER1.00Yes (X)$0$0$0
S MURRAY RUST III
BOARD MEMBER1.00Yes (X)$0$0$0
MIKELL COOPER SCHENCK
BOARD MEMBER1.00Yes (X)$0$0$0
NORMAN M STEERE
BOARD MEMBER1.00Yes (X)$0$0$0
MARK A STUDER
BOARD MEMBER1.00Yes (X)$0$0$0
JOEL H WEINBERG MD
BOARD MEMBER1.00Yes (X)$0$0$0
DOROTHY B BECKWITH
ADVISORY BOARD MEMBER (NON1.00Yes (X)$0$0$0
MARY BRIGNANO
ADVISORY BOARD MEMBER (NON1.00Yes (X)$0$0$0
PATRICIA M DUGGAN
ADVISORY BOARD MEMBER (NON1.00Yes (X)$0$0$0
CLARICE K HORNE
ADVISORY BOARD MEMBER (NON1.00Yes (X)$0$0$0
JOHN P INNOCENTI
ADVISORY BOARD MEMBER (NON1.00Yes (X)$0$0$0
ELIZABETH B CONCORDIA
ADVISORY BOARD MEMBER (NON1.00Yes (X)$0$0$0
HENRY A MORDOH
ADVISORY BOARD MEMBER (NON1.00Yes (X)$0$0$0
MURRAY SACHS MD
ADVISORY BOARD MEMBER (NON1.00Yes (X)$0$0$0
WILLIAM M SWARTZ MD
ADVISORY BOARD MEMBER (NON1.00Yes (X)$0$0$0
MICHAEL WATSON
ADVISORY BOARD MEMBER (NON1.00Yes (X)$0$0$0
MARK H WHOLEY MD
ADVISORY BOARD MEMBER (NON1.00Yes (X)$0$0$0
DAVID S ZORUB MD
ADVISORY BOARD MEMBER (NON1.00Yes (X)$0$0$0
JOEL B NELSON MD
BOARD MEMBER1.00Yes (X)$0$0$0
WILLIAM M COOPER III
ADVISORY BOARD MEMBER (NON1.00Yes (X)$0$0$0
ELSIE H HILLMAN
ADVISORY BOARD MEMBER (NON1.00Yes (X)$0$0$0
JOAN KENNEY
ADVISORY BOARD MEMBER (NON1.00Yes (X)$0$0$0
JENNIFER G CALIHAN
BOARD MEMBER1.00Yes (X)$0$0$0
NANCY B FOSTER
TREASURER1.00Yes (X)$0$0$0Yes (X)
CLINTON GUYAUX
BOARD MEMBER1.00Yes (X)$0$0$0
JOHN MCSORLEY III MD
BOARD MEMBER1.00Yes (X)$0$0$0
JENNIFER J MUSE
BOARD MEMBER1.00Yes (X)$0$0$0
DANIEL W PITUCH DMD MD
ADVISORY BOARD MEMBER (NON1.00Yes (X)$0$0$0
JOHN A RUDOLF
BOARD MEMBER1.00Yes (X)$0$0$0
BLAKE L RUTTENBERG
BOARD MEMBER1.00Yes (X)$0$0$0
AURA R HULME
BOARD MEMBER1.00Yes (X)$0$0$0
LOUISE R BROWN
EXEC DIR/SEC/ADVISORY (NONVOTING)39.001.00Yes (X)$0$220,000$32,470Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$220,000TotReportableCompRltdOrgAmt
Total Other Compensation$32,470TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$732,307AllOtherContributionsAmt
Total Contributions$732,307TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$889,236TotalRevenueColumnAmt
Unrelated Business Revenue$273UnrelatedBusinessRevenueAmt
Exclusion$888,963ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$7,731,918SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,506,105SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$6,225,813SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,225,813TotalRevenueColumnAmt
Exclusion$6,225,813ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescBIPT DISTRIBUTIONSDesc
Business900099BusinessCd
Total Revenue Column$337,784TotalRevenueColumnAmt
Exclusion$337,784ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$337,784OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$8,185,140TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$273UnrelatedBusinessRevenueAmt
Exclusion$7,452,560ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,773,674TotalAmt
Program Services$1,773,674ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$339,969TotalAmt
Management And General$339,969ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$35,628TotalAmt
Management And General$35,628ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$15,435TotalAmt
Management And General$15,435ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$21,640TotalAmt
Management And General$21,640ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$34,102TotalAmt
Management And General$30,692ManagementAndGeneralAmt
Fundraising$3,410FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$27,833TotalAmt
Management And General$25,050ManagementAndGeneralAmt
Fundraising$2,783FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$6,182TotalAmt
Management And General$6,182ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$289TotalAmt
Management And General$289ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$12,172TotalAmt
Management And General$12,172ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescDUES & SUBSCRIPTIONSDesc
Total$1,970TotalAmt
Management And General$1,970ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,268,894TotalAmt
Program Services$1,773,674ProgramServicesAmt
Management And General$489,027ManagementAndGeneralAmt
Fundraising$6,193FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$425,922BOYAmt
EOY$631,546EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$206,248BOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,048,595BOYAmt
EOY$8,000EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$8,600BOYAmt
EOY$6,668EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$71,620LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$69,022LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$2,598EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$67,920,449BOYAmt
EOY$76,448,054EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$69,609,814BOYAmt
EOY$77,096,866EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$33,335BOYAmt
EOY$28,686EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$1,184,861BOYAmt
EOY$994,564EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$81,650BOYAmt
EOY$104,692EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,299,846BOYAmt
EOY$1,127,942EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$43,589,626BOYAmt
EOY$49,834,409EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,923,212BOYAmt
EOY$1,785,365EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$21,797,130BOYAmt
EOY$24,349,150EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$68,309,968BOYAmt
EOY$75,968,924EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$69,609,814BOYAmt
EOY$77,096,866EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$5,916,246ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$989,215NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$753,495OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type3 Func IntYes (X)SupportingOrgType3FuncIntInd
CertificationYes (X)CertificationInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1UPMC-PRESBYTERIANSHADYSIDEBusinessNameLine1
FieldValueIRS element (for citing)
EIN250965480EIN
Organization Type3OrganizationTypeDesc
Governing Document ListedYes (1)GoverningDocumentListedInd
Supported Org NotifiedYes (1)SupportedOrgNotifiedInd
US OrganizedYes (1)USOrganizedInd
Support$1,773,674SupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$1,773,674SupportSumAmt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$15,532,088BeginningYearBalanceAmt
Contributions$30,458ContributionsAmt
Investment Earnings Or Losses$2,066,458InvestmentEarningsOrLossesAmt
Grants Or Scholarships$464,864GrantsOrScholarshipsAmt
End Year Balance$17,164,140EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$14,076,743BeginningYearBalanceAmt
Contributions$32,702ContributionsAmt
Investment Earnings Or Losses$1,784,654InvestmentEarningsOrLossesAmt
Grants Or Scholarships$362,011GrantsOrScholarshipsAmt
End Year Balance$15,532,088EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$14,267,888BeginningYearBalanceAmt
Contributions$29,980ContributionsAmt
Investment Earnings Or Losses$148,983InvestmentEarningsOrLossesAmt
Grants Or Scholarships$370,108GrantsOrScholarshipsAmt
End Year Balance$14,076,743EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$12,279,232BeginningYearBalanceAmt
Contributions$13,634ContributionsAmt
Investment Earnings Or Losses$2,401,654InvestmentEarningsOrLossesAmt
Grants Or Scholarships$426,632GrantsOrScholarshipsAmt
End Year Balance$14,267,888EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$10,320,403BeginningYearBalanceAmt
Contributions$735,355ContributionsAmt
Investment Earnings Or Losses$1,733,845InvestmentEarningsOrLossesAmt
Grants Or Scholarships$510,371GrantsOrScholarshipsAmt
End Year Balance$12,279,232EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.00680BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.95330PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.03990TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$71,620OtherCostOrOtherBasisAmt
Depreciation$69,022DepreciationAmt
Book Value$2,598BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$2,598TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (2 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
COMMON FUNDS$68,461,897F
SPLIT INTEREST AGREEMENTS$7,986,157F
FieldValueIRS element (for citing)
Total Book Value Securities$76,448,054TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescRESTRICTED CONTRIBUTION PAYABLEDesc
Amt$104,692Amt
FieldValueIRS element (for citing)
Total Liability$104,692TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$9,927,850TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$989,215NetUnrealizedGainsInvstAmt
Revenue Not Reported$989,215RevenueNotReportedAmt
Revenue Subtotal$8,938,635RevenueSubtotalAmt
Other Revenues Not Included-$753,495OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt-$753,495RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$8,185,140TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$2,268,894TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$2,268,894ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$2,268,894TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:FOR THE BENEFIT OF UPMC-PRESBYTERIAN/SHADYSIDE TO IMPROVE AND ADVANCE HEALTHCARE DELIVERY AND MEDICAL RESEARCH AND EDUCATION.
PART X, LINE 2:THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO PROVISION FOR FEDERAL AND STATE INCOME TAXES IS REQUIRED. THE FOUNDATION IS NOT A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE INTERNAL REVENUE CODE, BECAUSE IT IS AN ORGANIZATION AS DESCRIBED IN SECTION 509(A)(3). THE FOUNDATION ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES USING A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD IS MET. MANAGEMENT DETERMINED THERE WERE NO TAX UNCERTAINTIES THAT MET THE RECOGNITION THRESHOLD IN 2014 AND 2013. THE FOUNDATION'S FEDERAL INCOME TAX RETURNS ARE NO LONGER SUBJECT TO EXAMINATION BY FEDERAL TAXING AUTHORITIES FOR FISCAL YEARS BEFORE JUNE 30, 2011.
PART XI, LINE 4B - OTHER ADJUSTMENTS:DISTRIBUTION FROM SPLIT INTEREST AGREEMENTS -753,495.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1UPMC-PRESBYTERIANSHADYSIDEBusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line15230 CENTRE AVENUEAddressLine1
CityPITTSBURGHCity
StatePAState
ZIP Code15232ZIPCode
FieldValueIRS element (for citing)
Recipient EIN250965480RecipientEIN
IRC Section501(C)(3)IRCSectionDesc
Cash Grant$1,773,674CashGrantAmt
Purpose Of GrantPATIENT CARE, EMPLOYEE EDUCATION AND SUPPORT, OUTREACH, RESEARCH AND OTHER MISCELLANEOUS PROGRAMS.PurposeOfGrantTxt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationGRANTS ARE DISTRIBUTED ANNUALLY TO RELATED, CHARITABLE ORGANIZATIONS IN COMPLIANCE WITH A SPENDING POLICY SET BY THE BOARD OF DIRECTORS. INDIVIDUAL GRANTS ARE TO BE REPORTED ON A 6-MONTH INTERVAL & AT THE END OF THE GRANT YEAR. GRANTEES ARE TO REPORT ON THE USE OF THE FUNDS, PROGRESS OF THE PROJECT & BENEFITS DERIVED. ACCORDING TO FOUNDATION POLICY, UNSPENT MONEYS ARE TO BE RETURNED TO THE FOUNDATION.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonLOUISE R BROWNPersonNm
TitleEXEC DIR/SEC/ADVISORY (NONVOTING)TitleTxt
Base Compensation Filing Org$0BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$220,000CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$0DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$0NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$32,470NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$0TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$252,470TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 3FormAndLineReferenceDesc
ExplanationTHE COMPENSATION COMMITTEE REVIEWS THE COMPENSATION OF THE EXECUTIVE DIRECTOR. THE COMMITTEE COMPARES THE COMPENSATION WITH OTHER ORGANIZATIONS IN THE AREA. THE PROCESS AND APPROVAL IS DOCUMENTED IN THE COMMITTEE MINUTES.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2THE FOLLOWING FAMILY RELATIONSHIPS WERE IDENTIFIED BETWEEN BOARD MEMBERS: -G. NICHOLAS BECKWTIH, III AND DOROTHY BECKWITH -WILLIAM M. COOPER, III, MIKELL COOPER SCHENCK, AND COOPER SCHENCK MUNROE -HENRY L. HILLMAN, THOMAS J. HILLIARD, JR., JAMES F. HILLIARD, AUDREY HILLMAN FISHER, AND PATRICA DUGGAN -MARK H. WHOLEY M.D. AND JAMES A. GLEASON M.D. -W. DUFF MCCRADY AND JOHN A. RUDOLF
FORM 990, PART VI, SECTION B, LINE 11THE FOUNDATION MANAGER REVIEWS THE 990 FOR COMPLETENESS AND ACCURACY AND A COPY IS PROVIDED TO THE BOARD OF DIRECTORS PRIOR TO ISSUANCE.
FORM 990, PART VI, SECTION B, LINE 12CANNUALLY COMPLETED BY BOARD MEMBERS AND RETAINED IN THE FOUNDATION OFFICES. THE EXECUTIVE DIRECTOR MONITORS THE PROCESS. THE EXECUTIVE DIRECTOR AND THE CHAIRMAN REVIEW ANY IDENTIFIED CONFLICTS. IF DURING THE COURSE OF ANY GIVEN YEAR A COVERED PERSON BECOMES AWARE OF A NEW OR POTENTIAL OR OTHERWISE UNDISCLOSED INDIVIDUAL INTEREST, THE COVERED PERSON MUST PROMPTLY AND APPROPRIATELY UPDATE THE CONFLICT OF INTEREST DISCLOSURE STATEMENT. ANY BOARD MEMBER OR OFFICER HAVING AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST SHALL NOT BE PRESENT DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE CONFLICT OF INTEREST.
FORM 990, PART VI, SECTION B, LINE 15THE COMPENSATION PROGRAM FOR ALL EMPLOYEES MEETS THE UNIQUE NEEDS OF THE ORGANIZATION AND HAS THE GOAL OF PROVIDING A COMPENSATION PROGRAM THAT IS MARKET-COMPETITIVE AND EQUITABLE WITH THE PURPOSE OF ATTRACTING AND RETAINING QUALIFIED STAFF MEMBERS AND TO ENSURE THAT COMPENSATION DOES NOT EXCEED FAIR MARKET VALUE. THE COMPENSATION COMMITTEE REVIEWS THE COMPENSATION OF THE EXECUTIVE DIRECTOR. THE COMMITTEE COMPARES THE COMPENSATION WITH OTHER ORGANIZATIONS IN THE AREA. THE PROCESS AND APPROVAL IS DOCUMENTED IN THE COMMITTEE MINUTES. FOR OTHER EMPLOYEES, COMPENSATION IS DOCUMENTED AND DETERMINED BY THE CHIEF OF HUMAN RESOURCES, ADMINISTRATIVE SERVICE OFFICER AND CHAIRPERSON TO THE BOARD OF DIRECTORS OF THE SHADYSIDE HOSPITAL FOUNDATION.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.
FORM 990, PART XI, LINE 9:DISTRIBUTIONS FROM SPLIT INTEREST AGREEMENTS 753,495.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
UPMC-PRESBYTERIANSHADYSIDE
5230 CENTRE AVENUEPITTSBURGHPA15232250965480HOSPITALPA501(C)(3)170(B)(1)(A)(III)N/A0
SHADYSIDE HOSPITAL SUPPORTING FOUNDATION
532 SOUTH AIKEN AVENUEPITTSBURGHPA15232260303394RAISE FUNDS FOR UPMC SHADYSIDEPA501(C)(3)509(A)(3)N/A0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

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