2012-03-12T12:36:31-05:00 2011-06-30 PARENTEBEARD LLC 20 STANWIX ST SUITE 900 PITTSBURGH PA 15222 990 2010-07-01 251290546 SHADYSIDE HOSPITAL FOUNDATION SHAD 4126236603 532 SOUTH AIKEN AVENUE NO 302 PITTSBURGH PA 15232 LOUISE R BROWN 4126236603 2012-03-07 1 PAUL E BLOCK CPA 4122819690 2010 2016-02-24 21:20:13Z LOUISE R BROWN 532 SOUTH AIKEN AVENUE NO 302 PITTSBURGH PA 15232 3820480 0 X N/A X 1975 PA TO RAISE FUNDS FOR UPMC-PRESBYTERIAN/SHADYSIDE-TO IMPROVE AND ADVANCE MEDICINE. 40 40 3 0 0 -1746 2131297 1007508 0 0 534836 2812972 0 0 2666133 3820480 1471772 2133250 0 0 240139 273456 0 0 35946 152110 151977 1864021 2558683 802112 1261797 53076681 61192661 1137303 1276977 51939378 59915684 TO RAISE FUNDS FOR THE BENEFIT OF UPMC-PRESBYTERIAN/SHADYSIDE IN ORDER TO IMPROVE AND ADVANCE HEALTHCARE DELIVERY AND MEDICAL EDUCATION & RESEARCH. 0 0 2133250 2133250 DEPARTMENT OF MEDICINE (EDUCATION PROGRAMS), VARIOUS LECTURESHIP FUNDS, CANCER CARE AND EDUCATION, QUALITY PROGRAMS, AND OTHER MISCELLANEOUS PROGRAMS. 2133250 1 1 0 0 0 0 0 0 1 1 1 1 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 2 0 1 3 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 40 40 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 PA X MS MARGARET LAUGHLIN 4126236603 532 SOUTH AIKEN AVENUE NO 302 PITTSBURGH PA 15232 LOUISE R BROWN 40.00 X X 120000 100000 26328 G NICHOLAS BECKWITH III 1.00 X 0 0 0 H VAUGHAN BLAXTER III 1.00 X 0 0 0 COURTNEY B BORNTRAEGER 1.00 X 0 0 0 AH BURCHFIELD III 1.00 X 0 0 0 ROBERT B CHALLINOR MD 1.00 X 0 0 0 W CRAIG ESTERLY 1.00 X 0 0 0 PAUL EUWER JR 1.00 X 0 0 0 STEVEN EVANS MD 1.00 X 0 0 0 NANCY C FALES 1.00 X 0 0 0 SHEILA FINE 1.00 X 0 0 0 AUDREY HILLMAN FISHER 1.00 X 0 0 0 LOTI G GAFFNEY 1.00 X 0 0 0 MONA N GENERETT 1.00 X 0 0 0 JAMES F GETZ 1.00 X 0 0 0 JAMES A GLEASON MD 1.00 X 0 0 0 JOHN F HENSLER 1.00 X 0 0 0 JAMES F HILLIARD 1.00 X 0 0 0 THOMAS J HILLIARD JR 1.00 X 0 0 0 AURA R HULME 1.00 X 0 0 0 TORRENCE M HUNT JR 1.00 X 0 0 0 LEO A KEEVICAN JR 1.00 X 0 0 0 DONNA L KNUPP MD 1.00 X 0 0 0 F GORDON KRAFT 1.00 X 0 0 0 MARK J LASKOW 1.00 X 0 0 0 KATE W MACVEAN 1.00 X 0 0 0 CHARLES V MASTERSON III 1.00 X 0 0 0 RICHARD B MCCOMB 1.00 X 0 0 0 W DUFF MCCRADY 1.00 X 0 0 0 ANN M METZGER 1.00 X 0 0 0 COOPER SCHENCK MUNROE 1.00 X 0 0 0 RICHARD A PAGLIARI 1.00 X 0 0 0 JOHN M PIERCE DDS 1.00 X 0 0 0 WILLIAM M ROBINSON 1.00 X 0 0 0 S MURRAY RUST III 1.00 X 0 0 0 MIKELL COOPER SCHENCK 1.00 X 0 0 0 IRENE C SHEA 1.00 X 0 0 0 NORMAN M STEERE 1.00 X 0 0 0 MARK A STRUDER 1.00 X 0 0 0 JOEL H WEINBERG MD 1.00 X 0 0 0 DOROTHY B BECKWITH 1.00 X 0 0 0 MARY BRIGNANO 1.00 X 0 0 0 ELIZABETH B CONCORDIA 1.00 X 0 0 0 PATRICIA M DUGGAN 1.00 X 0 0 0 ANN M EGAN 1.00 X 0 0 0 ELSIE H HILLMAN 1.00 X 0 0 0 CLARICE K HORNE 1.00 X 0 0 0 JOHN P INNOCENTI 1.00 X 0 0 0 JOAN KENNEY 1.00 X 0 0 0 DONALD J MCGRAW MD 1.00 X 0 0 0 RALPH S MICHAEL JR 1.00 X 0 0 0 HENRY A MORDOH 1.00 X 0 0 0 JAMES M ROYSTON 1.00 X 0 0 0 MURRAY SACHS MD 1.00 X 0 0 0 WILLIAM M SWARTZ MD 1.00 X 0 0 0 H KNOX WATSON III 1.00 X 0 0 0 MICHEAL WATSON 1.00 X 0 0 0 MARK H WHOLEY MD 1.00 X 0 0 0 S DONALD WILEY 1.00 X 0 0 0 DAVID S ZORUB MD 1.00 X 0 0 0 JOEL B NELSON MD 1.00 X 0 0 0 120000 100000 26328 1 0 1 0 0 1007508 1007508 1245889 1245889 1567083 1567083 1567083 1567083 3820480 0 0 2812972 2133250 2133250 120000 108000 12000 153456 138110 15346 36365 36365 13884 13884 44532 40079 4453 25160 22644 2516 3542 3542 824 824 8940 8940 PURCHASED SERVICES 16311 14680 1631 DUES & SUBSCRIPTIONS 2419 2419 2558683 2133250 389487 35946 406021 471669 48799 156128 447690 84483 4418 4333 68738 67929 1633 809 52168120 60475239 53076681 61192661 16769 1054924 1206193 82379 54015 1137303 1276977 X 31657061 37105067 2928754 2506733 17353563 20303884 51939378 59915684 53076681 61192661 X 1261797 6714509 X X 0 1 1 X 0 X X X 0 0 0 UPMC-PRESBYTERIANSHADYSIDE 250965480 3 1 1 1 2133250 1 2133250 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 12279232 13634 2401654 426632 14267888 10320403 735355 1733845 510371 12279232 12711167 177551 -2157370 410945 10320403 0.00000 1.00000 0.00000 0 0 68738 67929 809 809 COMMON FUNDS 52031020 F INVESTMENT IN LLC 1255955 F SPLIT INTEREST AGREEMENTS 7188264 F 60475239 ANNUITY PAYABLE 346 RESTRICTED CONTRIBUTION PAYABLE 53669 54015 3820480 2558683 1261797 6715764 -1255 6714509 7976306 10534982 6715764 6715764 3819218 1262 1262 3820480 2558676 0 2558676 7 7 2558683 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: TO RAISE FUNDS FOR THE BENEFIT OF UPMC-PRESBYTERIAN/SHADYSIDE TO IMPROVE AND ADVANCE HEALTHCARE DELIVERY AND MEDICAL RESEARCH AND EDUCATION. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: 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 2011 AND 2010. THE FOUNDATION'S FEDERAL INCOME TAX RETURNS FOR THE YEARS ENDED JUNE 30, 2010, 2009, AND 2008 REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. PART XI, LINE 8 - OTHER ADJUSTMENTS: SCHEDULE K-1 GAIN OR (LOSSES) 1 UPMC-PRESBYTERIANSHADYSIDE 5230 CENTRE AVENUE PITTSBURGH PA 15232 250965480 501(C)(3) 2007617 PATIENT CARE, EMPLOYEE EDUCATION AND SUPPORT, OUTREACH, RESEARCH AND OTHER MISCELLANEOUS PROGRAMS. 1 0 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: GRANTS ARE DISTRIBUTED ANNUALLY 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. X 0 0 0 0 0 0 0 0 0 LOUISE R BROWN 120000 100000 0 0 0 0 0 0 26328 0 146328 100000 0 0 FORM 990, PART VI, SECTION A, LINE 2 SEE DETAILED EXPLANATION ON SCHEDULE O FORM 990, PART VI, SECTION B, LINE 11 A SELECTED GROUP OF THE EXECUTIVE COMMITTEE REVIEWS THE 990 FOR COMPLETENESS AND ACCURACY. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY COMPLETED BY BOARD MEMBERS AND RETAINED IN THE FOUNDATION OFFICES. CAN BE REVIEWED UPON REQUEST. 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. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION PROGRAM 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. COMPENSATION IS 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 18 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 6,715,764. SCHEDULE K-1 GAIN OR (LOSSES) THERE WERE NO CHANGES IN THE OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. RESPONSE TO LINE 2 FORM 990, VI-A, 2 BOARD MEMBER RELATED BOARD MEMBER-RELATIONSHIP G. NICHOLAS BECKWITH, III MRS. DOROTHY BECKWITH-WIFE MR. WILLIAM M. COOPER, III MRS. MIKELL COOPER SCHENCK - AUNT MRS. COOPER SCHENCK MUNROE - COUSIN MRS. HENRY L. HILLMAN MR. THOMAS J. HILLIARD,JR.-BROTHER MRS. PATRICIA DUGGAN MR. THOMAS J. HILLIARD,JR.-UNCLE MRS. HENRY L. HILLMAN-AUNT MRS. AUDREY HILLMAN FISHER-NIECE MR. JAMES F. HILLIARD-NEPHEW MRS. AUDREY HILLMAN FISHER MRS. HENRY L. HILLMAN-MOTHER MR. THOMAS J. HILLIARD,JR.-UNCLE MRS. PATRICIA M. DUGGAN-COUSIN MR. JAMES F. HILLIARD-COUSIN MARK H. WHOLEY, M.D. JAMES A. GLEASON, M.D.-NEPHEW MR. JAMES F. HILLIARD MR. THOMAS J. HILLIARD-FATHER MRS. HENRY L. HILLMAN-AUNT MRS. AUDREY HILLMAN FISHER-COUSIN MRS. PATRICIA M. DUGGAN-COUSIN MRS. COOPER SCHENCK MUNROE MRS. MIKELL COOPER SCHENCK-MOTHER UPMC-PRESBYTERIANSHADYSIDE 5230 CENTRE AVENUE PITTSBURGH PA 15232 250965480 HOSPITAL PA 501(C)(3) 170(B)(1)(A)(III) N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 UPMC-PRESBYTERIANSHADYSIDE B 2133250 UPMC-PRESBYTERIANSHADYSIDE O 273456