2024-04-30T09:01:12-05:00 2023-12-31 346565596 ERNST & YOUNG US LLP 99 WOOD AVE SOUTH ISELIN NJ 08830 990 2023-01-01 346866422 EWE RALPH H TEST TRUST XXXXX5001 EWE 8004962583 10 S DEARBORN IL1-0111 CHICAGO IL 60603 KRYSTAL ZEC Vice President 8004962583 2024-04-23 true true HEATHER A HAWES P01379658 7327679100 2024-04-23 2023 2023-04-26 12:10:37Z JP MORGAN CHASE BANK NA 10 S DEARBORN ST MC IL 1-0111 CHICAGO IL 606032300 1043316 false X N/A X 1985 OH SUPPORT THE JEGHERS MEDICAL LIBRARY, ST ELIZABETH HOSPITAL YOUNGSTOWN, OH 1 0 0 0 0 0 0 92257 125488 10 0 92267 125488 63290 42557 0 44255 40217 0 0 2125 5245 109670 88019 -17403 37469 2731939 2769482 0 0 2731939 2769482 SUPPORT THE JEGHERS MEDICAL LIBRARY, ST ELIZABETH HOSPITAL YOUNGSTOWN, OH false false 58844 42557 SUPPORT THE JEGHERS MEDICAL LIBRARY, ST ELIZABETH, YOUNGSTOWN, OH 58844 true false false false false false false false false false false false false false false false false false false false false false false false false false false true false false false false false false false false false false false false false false false true false false false true 0 0 0 false false false false false false false false false false false false false X 1 0 false false false false false false false true true false false true false false false false false false OH X JP MORGAN CHASE BANK NA 8004962583 10 S DEARBORN ST MC IL 1-0111 CHICAGO IL 606032300 X JP MORGAN CHASE BANK NA TRUSTEE 1.0 X 40217 0 0 40217 0 0 false false false 80397 80397 962919 917828 45091 45091 45091 MISC INCOME- FEE ADJ 125488 125488 42557 42557 40217 16087 24130 335 335 3200 3200 OH ATTORNEY GENERAL ANNUAL FEE 200 200 FOREIGN TAXES PAID 1510 1510 88019 58844 29175 0 24605 46074 21075 32299 2686259 2691109 2731939 2769482 0 0 X 2731939 2769482 2731939 2769482 2731939 2769482 X 37469 74 X false false false X X 1 ST ELIZABETH HOSPITAL 340505560 3 true 42557 0 1 42557 0 true false false false false false false false false false false true false false false false false true true 0 772 0 55287 80397 55287 81169 0 28478 29175 0 26809 51994 3014369 3042501 79780 56789 0 3094149 3099290 0 0 3094149 3099290 46412 46489 3047737 3052801 106671 106848 0 106671 106848 26809 22788 106671 106671 0 106671 42557 0 16287 0 0 0 58844 42557 106671 0.399 106671 0 0 0 0 0 78282 78282 0 78282 0 0 58844 0 28389 30455 0 0 30455 0 0 0 0 30455 SCH A PART IV SEC D LINE 1 THIS TRUST HAD A CHANGE IN TRUST OFFICER DURING 2023. THE TRUSTEE FAILED TO SEND THE RETURN BY THE DUE DATE OF MAY 31, BUT DID SEND A COPY OF 990 TO THE SUPPORTING ORGANIZATION. THE TRUSTEE NOW UNDERSTANDS THAT IT MUST BE SENT BY MAY 31 AND WILL IMPROVE COMPLIANCE IN 2024. SCH A PART IV SEC D LINE 3 WHILE THE SUPPORTED ORGANIZATION RELIES ON THE EXPERIENCE AND EXPERTISE OF THE INSTITUTIONAL TRUSTEE TO INVEST AND MANAGE THE INVESTMENTS IN THE TRUST, DUE TO THE CLOSE AND CONTINUOUS RELATIONSHIP, THE SUPPORTED ORGANIZATION HAS A SIGNIFICANT VOICE IN INVESTMENT DECISIONS. SCH A PART V SEC D LINE 8 THE ORGANIZATION IS A TRUST FUND THAT DISBURSES FUNDS ONLY TO QUALIFYING CHARITABLE ORGANIZATIONS AS DIRECTED BY THE TRUST GOVERNING INSTRUMENT TO BE USED ONLY IN ACCORDANCE WITH THE GOVERNING INSTRUMENT. true ST ELIZABETH HOSPITAL 1044 BELMONT AVE YOUNGSTOWN OH 44504 340505560 501C3 42557 GRANT JEGHERS MEDICAL LIBRARY 1 EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2 TRUST ACCOUNTING RECORDS ARE MAINTAINED IN A DEDICATED TRUST ACCOUNTING SYSTEM. REPORTS ARE REGULARLY OBTAINED FROM THIS SYSTEM. THE FIDUCIARY MANAGERS FOLLOW THE RULES AND REGULATIONS GOVERNING CONTINUITY AND MAINTENANCE OF EXEMPT STATUS WHILE ALSO CARRYING OUT THE INTENT OF THE GOVERNING DOCUMENTS. FIDUCIARY DUTIES INCLUDE ANNUAL TRUST REVIEWS, IDENTIFICATION OF CHARITABLE RECIPIENTS,AND DISTRIBUTIONS OF GRANT PAYMENTS FROM THE TRUST. FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW THE TRUSTEE REVIEWS ALL UNDERLYING MONETARY AND FACTUAL INFORMATION PRIOR TO THE IRS FORM 990 BEING FILED. FORM 990, PAGE 6, PART VI, LINE 19 AS TRUSTEE, JPMORGAN CHASE BANK, NA MAINTAINS A CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH THE OFFICERS OF THE SUPPORTED ORGANIZATION. THE GOVERNING DOCUMENTS ARE NOT AVAILABLE TO THE GENERAL PUBLIC, BUT HAVE BEEN GIVEN AND ARE AVAILABLE TO ALL INTERESTED PARTIES SUCH AS BENEFICIAIRIES, TRUSTEES, EXECUTORS, ETC. JPMORGAN CHASE BANK, NA DOES NOT HAVE A PUBLIC CONFLICT OF INTEREST POLICY. THE GOVERNING DOCUMENTS AND STATE LAW IMPOSE LIMITATIONS OF TRUSTEE POWERS THAT JPMORGAN CHASE BANK, NA STRICTLY FOLLOWS. FINANCIAL STATEMENTS ARE SENT TO THE CHARITABLE BENEFICIARY FOR REVIEW AND COMMENT. EXPLANATION FOR FORM 990, PART XI, LINE 9 THE CHANGE IN BEGINNING AND ENDING NET ASSETS IS DUE TO 2022 TRANSACTIONS POSTED IN 2023 IN THE AMOUNT OF $1,960, 2023 TRANSACTIONS POSTED IN 2024 IN THE AMOUNT OF ($2,084), ACCURED INTEREST POSTED BEFORE TAX YEAR OF $409, ACCURED INTEREST EFFECTIVE AFTER TAX YEAR ($42), MUTUAL FUND ADJUSTMENT OF ($9), RETURN OF CAPITAL ADJUSTMENT OF ($36), RETURN OF CAPITAL ADJUSTMENT OF $8, ACCRUED INTEREST PAID OF ($131) AND ROUNDING OF ($1). ST ELIZABETH HOSPITAL 1044 BELMONT AVE YOUNGSTOWN OH 44504 340505560 HOSPITAL OH 501(c)(3) 3 NA false false true false false false false false false false false false false false false false false false false false ST ELIZABETH HOSPITAL b 42557 COST