2025-11-12T12:01:31-06:00 2024-12-31 920460586 PWC US TAX LLP 301 GRANT STREET 45TH FLOOR PITTSBURGH PA 15219 990 2024-01-01 046398210 LESTER I BEAL MEMORIAL HOSPITAL FUND BEAL 4122583051 500 FIRST AVE P7-PFSC-03-Z PITTSBURGH PA 15219 PNC BANK N A TAX MANAGER 4122583051 2025-09-03 true true LAWRENCE MCGUIRE P01233953 4123556000 2025-09-03 X 2024 2025-03-06 01:10:19Z X ROBERT WITTEMANN 500 First Ave PITTSBURGH PA 15219 263364 false X N/A X 1976 MA PROVIDE SUPPORT TO PAY THE NET INCOME TO MERCY HOSPITAL OF PORTLAND, MAINE FOR THE CARE OF INDIGENT PERSONS. 1 0 0 0 0 0 0 21053 49259 0 21053 49259 18316 43112 0 13104 14680 0 0 1168 370 32588 58162 -11535 -8903 896128 886946 0 0 896128 886946 PROVIDE SUPPORT TO PAY THE NET INCOME TO MERCY HOSPITAL OF PORTLAND, MAINE FOR THE CARE OF INDIGENT PERSONS. false false 46083 43112 FINANCIAL SUPPORT FOR MERCY HOSPITAL FOR THE CARE OF INDIGENT PEOPLE 46083 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 false false false false true true true true false true false false false MA X PNC BANK NA 4122583051 500 First Ave P7-PFSC-03-Z Pittsburgh PA 15219 PNC BANK NA TRUSTEE X 14680 0 0 14680 0 0 false false false 26393 26393 236971 214105 22866 22866 22866 49259 49259 43112 43112 14680 2936 11744 Foreign Taxes on Qualified Dividend 263 263 State Filing Fees 35 35 Foreign Taxes on Non Qualified Div 72 72 58162 46083 12079 0 46588 31455 849540 855491 896128 886946 0 0 X 896128 886946 896128 886946 896128 886946 X -8903 -279 X false false false X X 1 MERCY HOSPITAL 010211534 3 true 43112 0 1 43112 0 true false false false false false false false false false false true false false false false true false true 1910 1194 0 25003 35028 26913 36222 0 11617 12079 0 15296 24143 924639 1034821 0 0 924639 1034821 0 0 924639 1034821 13870 15522 910769 1019299 31877 35675 0 31877 35675 15296 13002 31877 31877 0 31877 43112 0 2936 0 0 0 46048 43112 31877 1.0 31877 11235 0 0 0 0 0 0 0 0 0 0 46048 11235 31877 2936 0 0 2936 0 0 0 0 2936 Part IV, Section D, Line 2 LESTER I. BEAL MEMORIAL HOSPITAL FUND IS A TRUST FUND THAT DISBURSES FUNDS TO QUALIFYING CHARITABLE ORGANIZATIONS AS DIRECTED BY THE TRUST'S GOVERNING INSTRUMENT TO BE USED AS DECREED IN THE INSTRUMENT. Part IV, Section D, Line 2 (cont) THE TRUSTEE HOLDS REGULAR MEETINGS WITH THE SUPPORTED ORGANIZATION TO BETTER UNDERSTAND ITS NEEDS. FURTHER THE SUPPORTED ORGANIZATION IS PROVIDED WITH THE ANNUAL STATEMENTS THAT CONTAINS THE INVESTMENTS, INCOME AND EXPENSE ACTIVITIES OF THE SUPPORTING ORGANIZATION FOR THE GIVEN TAX YEAR. Part IV, Section 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. Part V, Line 1 and Part V, Sec E , Line 6 The trustee, PNC Bank, through the use of outside legal counsel has determined the Lester I Beal Memorial Hospital Fund should be following the filing standard of a post Nov. 20, 1970 trust. This determination was based on the information involving the facts surrounding the irrevocable status of which was determined should have been based on the passing of the Grantor's spouse in 1976. false MERCY HOSPITAL 144 STATE STREET PORTLAND ME 04101 010211534 501C3 43112 FMV PROVIDE CARE OF INDIGENT PATIENTS EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2 The Lester I Beal Memorial Hospital Fund 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. EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a THIS TRUST HAS NO WRITTEN POLICY REGARDING DOCUMENTATION OF MEETINGS AND WRITTEN ACTIONS OF ITS GOVERNING BODY. EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b THIS TRUST HAS NO WRITTEN POLICY REGARDING DOCUMENTATION OF MEETINGS AND WRITTEN ACTIONS OF ITS GOVERNING BODY AND COMMITTEES WITH AUTHORITY TO ACT ON ITS BEHALF. FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW PNC BANK, NA AS SOLE TRUSTEE OF THE TRUST ARRANGES FOR THE PREPARATION OF THE TAX RETURNS FOR THE TRUST AND USES A THIRD PARTY FOR THIS PREPARATION. EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c THE CONFLICT OF INTEREST POLICY OF PNC CHARITABLE TRUST REQUIRES AN ANNUAL AFFIRMATION THAT IT HAS BEEN RECEIVED, RAD, UNDERSTOOD AND AGREED TO BE COMPLIED WITH. IN ADDITION, THE POLICY REQUIRES AN ANNUAL DISCLOSURE OF THE EXISTENCE AND NATURE OF ANY AFFILIATION IN WHICH A PARTY WOULD BE CONSIDERED AN INTERESTED PERSON UNDER THE POLICY. FORM 990, PAGE 6, PART VI, LINE 18 FORM 990 AND RELATED FINANCIAL STATEMENTS ARE MADE AVAILABLE THROUGH REQUESTS. FORM 990, PAGE 6, PART VI, LINE 19 FORM 990 AND RELATED FINANCIAL STATEMENTS ARE MADE AVAILABLE THROUGH REQUESTS. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. EXPLANATION FOR FORM 990, PART XI, LINE 9 Cost Basis Adjustment $(281.34); Return of Capital Adjustment $(160.71); 2023 Transaction Posted in 2024 $1095.26; 2024 Transaction Posted in 2025 $(925.74); Adjustment to Income $(6.74) MERCY HOSPITAL 144 STATE STREET PORTLAND ME 04101 010211534 MEDICAL CARE ME 501C3 3 N/A false false true false false false false false false false false false false false false false false false false false MERCY HOSPITAL b 43112 FMV