Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2014
Open to Public Inspection
For calendar year 2014, or tax year beginning 2014, and ending , 20
Name of foundation
RALPH & DOROTHY HARTWELL SCHUGAR CHARITABLE
 

Number and street (or P.O. box number if mail is not delivered to street address)PNC BANK NA 620 LIBERTY AVENUE 10   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH, PA152222705
A Employer identification number

25-6803374
B Telephone number (see instructions)

(412) 762-3792
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$2,075,433J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach
schedule)..............  
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 56,403 56,403  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 128,375
b Gross sales price for all assets on line 6a 503,652
7 Capital gain net income (from Part IV, line 2)... 128,375
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 184,778 184,778  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 24,587 12,839   11,748
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 4,647 266   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 1,558 1,558    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 30,792 14,663 0 11,748
25 Contributions, gifts, grants paid........ 81,000 81,000
26 Total expenses and disbursements. Add lines 24 and 25 111,792 14,663 0 92,748
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 72,986
b Net investment income (if negative, enter -0-) 170,115
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2014)
Form 990-PF (2014)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing...............      
2 Savings and temporary cash investments.......... 130,251 52,194 52,194
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 697,352 Click to see attachment734,517 974,713
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 857,256 Click to see attachment952,017 1,048,526
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,684,859 1,738,728 2,075,433
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable..................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)..........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted...................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 1,681,429 1,731,458
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 3,430 7,270
30 Total net assets or fund balances (see instructions)...... 1,684,859 1,738,728
31 Total liabilities and net assets/fund balances (see instructions).. 1,684,859 1,738,728
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 1,684,859
2 Enter amount from Part I, line 27a..................... 2 72,986
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 1,757,845
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 19,117
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 1,738,728
Form 990-PF (2014)
Form 990-PF (2014)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a 105. BAXTER INTERNATIONAL INC   2013-08-08 2014-01-01
b 198. FORD MTR CO DEL COM PAR $0.01   2013-07-22 2014-01-01
c 427. FORD MTR CO DEL COM PAR $0.01   2013-07-22 2014-01-01
d 3. ALLERGAN INC   2009-12-17 2014-01-06
e 3. CANADIAN PACIFIC RAILWAY LTD SEDOL 2793115   2013-11-07 2014-01-06
3. GOOGLE INC CL A   2013-10-22 2014-01-06
89. ABBVIE INC   2013-02-15 2014-01-07
. WYETH   2000-12-31 2014-01-08
40. BEST BUY INC   2013-09-19 2014-01-17
115. BEST BUY INC   2013-09-19 2014-01-17
135. EBAY INC   2011-02-15 2014-01-28
88. CITIGROUP INC   2010-05-04 2014-02-07
111. CITIGROUP INC   2010-05-12 2014-02-07
120. OMNICARE INC   2013-12-12 2014-02-20
30. JAZZ PHARMACEUTICALS PLC SEDOL B4Q5ZN4   2013-08-29 2014-02-20
68.643 VERIZON COMMUNICATIONS COM   2014-02-24 2014-02-27
1.357 VERIZON COMMUNICATIONS COM   2012-01-18 2014-02-27
.643 VERIZON COMMUNICATIONS COM   2012-01-18 2014-02-28
.363 VODAFONE GROUP PLC-SP ADR ADR SEDOL B59DQN9   2012-01-18 2014-02-28
50. NU SKIN ENTERPRISES INC   2013-12-17 2014-03-05
65. PROCTER & GAMBLE CO   2012-11-14 2014-03-05
40. CELGENE CORP   2013-08-29 2014-03-12
25. PVH CORP   2012-10-17 2014-03-12
35. PVH CORP   2012-10-17 2014-03-13
10. PPG INDS INC COM   2013-10-29 2014-03-19
12. PPG INDS INC COM   2013-10-29 2014-03-19
24. CANADIAN PACIFIC RAILWAY LTD SEDOL 2793115   2013-11-07 2014-03-20
65. CHUBB CORP COM   2009-12-17 2014-03-20
36. PPG INDS INC COM   2013-10-29 2014-03-20
18. ASTRAZENECA PLC SPONS ADR   2012-01-18 2014-03-21
18. CANADIAN PACIFIC RAILWAY LTD SEDOL 2793115   2013-11-07 2014-03-21
40. CHUBB CORP COM   2009-12-17 2014-03-21
36. MERCK & CO INC   2013-02-15 2014-03-21
3. AT&T INC   2013-06-05 2014-03-27
3. ALTRIA GROUP INC   2013-05-06 2014-03-27
3. ASTRAZENECA PLC SPONS ADR   2012-01-18 2014-03-27
3. DUKE ENERGY HOLDING CORP   2012-10-23 2014-03-27
3. GLAXO WELLCOME PLC SPONSORED ADR   2012-01-18 2014-03-27
3. HCP INC REIT   2012-01-18 2014-03-27
3. KIMBERLY-CLARK CORP COM   2012-01-18 2014-03-27
3. LORILLARD INC   2013-06-05 2014-03-27
3. MERCK & CO INC   2012-01-18 2014-03-27
3. NATIONAL GRID PLC SP ADR   2012-01-18 2014-03-27
3. PPL CORPORATION COM   2013-02-15 2014-03-27
3. PEPSICO INC COM   2012-01-18 2014-03-27
3. PHILIP MORRIS INTERNAT-W/I   2013-05-06 2014-03-27
3. PROCTER & GAMBLE CO   2012-01-18 2014-03-27
3. REYNOLDS AMERICAN INC   2012-10-23 2014-03-27
3. ROYAL DUTCH SHELL PLC ADR B   2012-01-18 2014-03-27
3. VERIZON COMMUNICATIONS COM   2012-01-18 2014-03-27
3. VODAFONE GROUP PLC-SP ADR ADR SEDOL B59DQN9   2012-10-23 2014-03-27
3. WILLIAMS COS INC DEL COM   2014-01-07 2014-03-27
145. HALLIBURTON CO   2013-05-01 2014-03-31
105. NIKE INC CL B   2013-03-13 2014-04-02
35. GOLDMAN SACHS GROUP INC COM   2013-01-22 2014-04-10
5. GOLDMAN SACHS GROUP INC COM   2014-01-06 2014-04-10
10. GOLDMAN SACHS GROUP INC COM   2013-01-22 2014-04-10
132. ASTRAZENECA PLC SPONS ADR   2012-01-18 2014-04-28
445. FIFTH THIRD BANCORP   2012-07-26 2014-05-01
70. HERSHEY FOODS CORP COM   2010-05-28 2014-05-06
45. HERSHEY FOODS CORP COM   2010-05-27 2014-05-07
30. ALLERGAN INC   2009-12-17 2014-05-13
35. JAZZ PHARMACEUTICALS PLC SEDOL B4Q5ZN4   2013-08-30 2014-05-13
216. COCACOLA CO   2010-08-13 2014-05-15
72. CHEVRON CORPORATION   2010-07-16 2014-05-22
50. METHANEX CORP SEDOL 2654416   2013-11-18 2014-06-03
50. METHANEX CORP SEDOL 2654416   2013-11-19 2014-06-04
100. B/E AEROSPACE INC   2013-05-01 2014-06-05
7. GOOGLE INC-CL C   2009-12-17 2014-06-05
7. GOOGLE INC-CL C   2013-07-01 2014-06-05
. STEC INC MERGED 9/13/2013 @ $6.85 P/S   2000-12-31 2014-06-23
65. YAHOO! INC COM   2013-07-22 2014-06-25
80. YAHOO! INC COM   2013-07-22 2014-06-25
60. YAHOO! INC COM   2013-07-22 2014-06-25
59. ABBVIE INC   2013-02-15 2014-07-09
15. SHIRE PLC SPONSORED ADR   2013-08-21 2014-07-11
25. SHIRE PLC SPONSORED ADR   2010-03-04 2014-07-11
112. LORILLARD INC   2012-01-18 2014-07-15
49. SHIRE PLC SPONSORED ADR   2010-03-03 2014-07-18
39. ALLERGAN INC   2009-12-17 2014-07-22
. CITIGROUP INC   2000-12-31 2014-07-28
155. FRANKLIN RES INC COM   2013-06-04 2014-08-05
65. ZIMMER HOLDINGS INC   2014-03-12 2014-08-07
85. LAS VEGAS SANDS CORP   2013-10-22 2014-08-12
100. SUNCOR ENERGY INC ISIN CA8672241079 SEDOL B3NB1P2   2014-05-22 2014-08-12
53. SUNCOR ENERGY INC ISIN CA8672241079 SEDOL B3NB1P2   2014-05-22 2014-08-13
22. SUNCOR ENERGY INC ISIN CA8672241079 SEDOL B3NB1P2   2014-05-22 2014-08-13
58. CONOCOPHILLIPS   2012-01-18 2014-08-19
10. HELMERICH & PAYNE INC COM   2013-02-25 2014-08-28
5. HELMERICH & PAYNE INC COM   2013-02-25 2014-08-28
80. MICROSOFT CORP   2014-03-31 2014-08-28
20. MICROSOFT CORP   2014-02-07 2014-08-28
35. MICROSOFT CORP   2014-02-07 2014-08-28
155. DELTA AIR LINES INC   2013-07-25 2014-09-11
6. UNITED TECHNOLOGIES CORP COM   2014-01-06 2014-09-11
81. UNITED TECHNOLOGIES CORP COM   2006-12-06 2014-09-11
3. SUNTRUST BANKS INC COM   2014-02-07 2014-09-12
68. SUNTRUST BANKS INC COM   2014-02-07 2014-09-12
48. SUNTRUST BANKS INC COM   2014-02-07 2014-09-12
11. SUNTRUST BANKS INC COM   2014-02-10 2014-09-15
10. SUNTRUST BANKS INC COM   2014-02-10 2014-09-15
30. SUNTRUST BANKS INC COM   2014-02-10 2014-09-15
30. CROWN HOLDINGS INC   2014-06-09 2014-09-19
115. CROWN HOLDINGS INC   2014-06-05 2014-09-22
25. CBS CORP CLASS B WI   2013-05-15 2014-09-25
105. CBS CORP CLASS B WI   2013-05-15 2014-09-25
120. ORACLE CORP   2013-10-21 2014-09-30
85. ORACLE CORP   2009-12-17 2014-09-30
125. ORACLE CORP   2009-12-17 2014-09-30
29. ALTRIA GROUP INC   2012-01-18 2014-10-02
. DELL COMPUTER CORP NAME CHG 7/22/03 SEE 24702R101   2000-12-31 2014-10-08
70. COCA COLA ENTERPRISES   2014-03-05 2014-10-13
20. EOG RES INC   2014-03-31 2014-10-13
20. EOG RES INC   2013-07-25 2014-10-13
10. MANPOWER GROUP INC   2013-11-04 2014-10-13
25. MANPOWER GROUP INC   2014-07-22 2014-10-13
115. COCA COLA ENTERPRISES   2014-03-05 2014-10-14
85. MANPOWER GROUP INC   2013-11-01 2014-10-14
. SUNPOWER CORP-CLASS A   2000-12-31 2014-10-15
5. APPLE INC   2014-01-06 2014-10-30
5. DISNEY WALT CO   2014-02-20 2014-10-30
25. GENERAL ELEC CO COM   2012-09-21 2014-10-30
5. HOME DEPOT INC COM   2012-01-09 2014-10-30
5. JOHNSON & JOHNSON COM   2011-05-16 2014-10-30
10. SCHLUMBERGER LTD COM   2014-03-31 2014-10-30
5. UNION PAC CORP COM   2010-03-30 2014-10-30
15. WELLS FARGO & CO NEW COM   2014-01-06 2014-10-30
49. BRISTOL MYERS SQUIBB CO   2012-01-18 2014-11-03
25. JOHNSON & JOHNSON COM   2012-01-18 2014-11-03
6. HALYARD HEALTH INC-W/I   2012-01-18 2014-11-13
.625 HALYARD HEALTH INC-W/I   2012-01-18 2014-11-14
90. HELMERICH & PAYNE INC COM   2013-02-25 2014-11-17
42. LILLY ELI & CO   2012-01-18 2014-12-11
181. QUANTA SVCS INC   2014-03-20 2014-12-12
4. QUANTA SVCS INC   2014-03-20 2014-12-12
8. AETNA INC NEW   2013-05-30 2014-12-23
10. ALTRIA GROUP INC   2013-05-13 2014-12-23
8. AMERICAN EXPRESS CO   2010-01-05 2014-12-23
5. AMGEN INC   2014-08-07 2014-12-23
13. APPLE INC   2013-10-21 2014-12-23
2. APPLE INC   2014-01-06 2014-12-23
561.798 BARON SMALL CAP FUND INSTITUTIONAL   2010-12-27 2014-12-23
6. BECTON DICKINSON & CO   2013-03-13 2014-12-23
5. BOEING CO   2012-07-30 2014-12-23
8. CIGNA CORP   2014-07-18 2014-12-23
8. CVS CAREMARK CORP   2013-02-21 2014-12-23
25. CISCO SYS INC COM   2014-06-25 2014-12-23
10. CONOCOPHILLIPS   2014-08-12 2014-12-23
8. CONSTELLATION BRANDS INC CL A   2014-07-22 2014-12-23
10. DELTA AIR LINES INC   2013-07-25 2014-12-23
10. DISNEY WALT CO   2014-02-20 2014-12-23
9. DR PEPPER SNAPPLE GROUP INC   2014-10-14 2014-12-23
10. EASTMAN CHEM CO   2014-06-04 2014-12-23
8. EXXON MOBIL CORP   2014-11-17 2014-12-23
12. FOOT LOCKER INC   2014-04-02 2014-12-23
30. GENERAL ELEC CO COM   2012-09-21 2014-12-23
7. GILEAD SCIENCES INC COM   2014-07-18 2014-12-23
1. GOOGLE INC CL A   2013-10-22 2014-12-23
10. HCA HOLDINGS INC   2014-08-07 2014-12-23
7. HANESBRANDS INC - W/I   2014-03-14 2014-12-23
5. HOME DEPOT INC COM   2012-01-09 2014-12-23
222. ISHARES TR S&P SMLCP VALU   2010-12-27 2014-12-23
15. J P MORGAN CHASE & CO COM   2014-09-30 2014-12-23
5. JOHNSON & JOHNSON COM   2011-05-16 2014-12-23
10. KROGER CO   2014-05-06 2014-12-23
10. L BRANDS INC   2014-09-25 2014-12-23
10. LINCOLN NATIONAL CORP   2014-09-12 2014-12-23
5. MAGNA INTERNATIONAL ISIN CA5592224011   2013-12-31 2014-12-23
5. MCKESSON HBOC INC COMMN   2013-10-29 2014-12-23
9. PACKAGING CORP OF AMERICA COM   2014-03-21 2014-12-23
5. POLARIS INDS INC   2012-05-02 2014-12-23
12. PRINCIPAL FINANCIAL GROUP COM   2014-08-12 2014-12-23
10. SKYWORKS SOLUTIONS INC COM   2014-03-20 2014-12-23
6. SNAP-ON INC COM   2014-12-12 2014-12-23
17. SOUTHWEST AIRLINES COM   2014-06-05 2014-12-23
7. THE TRAVELERS COS INC   2014-05-01 2014-12-23
6. UNION PAC CORP COM   2010-03-30 2014-12-23
3. VISA INC CLASS A SHARES   2014-01-06 2014-12-23
15. WELLS FARGO & CO NEW COM   2012-01-23 2014-12-23
15. INVESCO LTD ISIN BMG491BT1088 SEDOL B28XP76   2014-09-12 2014-12-23
6. ACE LIMITED ISIN CH0044328745 SEDOL B3BQMF6   2014-12-12 2014-12-23
10. TE CONNECTIVITY LTD SEDOL B62B7C3 ISIN CH0102993182   2014-06-25 2014-12-23
8. CHECK POINT SOFTWARE COM   2014-08-29 2014-12-23
CAPITAL GAIN DIVIDENDS P    
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 7,257   7,698 -441
b 3,039   3,373 -334
c 6,524   7,055 -531
d 335   180 155
e 447   437 10
3,340   3,005 335
4,489   3,340 1,149
30   25 5
1,000   1,562 -562
2,875   4,490 -1,615
7,156   4,645 2,511
4,308   3,753 555
5,455   4,368 1,087
7,129   7,079 50
5,112   2,634 2,478
3,227   3,207 20
64   53 11
31   25 6
15   18 -3
3,873   6,668 -2,795
5,053   4,641 412
6,310   5,696 614
3,049   2,449 600
4,080   3,428 652
1,973   1,856 117
2,343   2,210 133
3,631   3,494 137
5,565   3,160 2,405
7,011   6,515 496
1,167   865 302
2,720   2,621 99
3,442   1,931 1,511
2,001   1,487 514
105   106 -1
112   108 4
195   144 51
210   195 15
161   136 25
113   124 -11
333   221 112
160   127 33
167   116 51
204   145 59
98   91 7
249   194 55
240   280 -40
240   198 42
161   125 36
232   218 14
142   116 26
109   154 -45
122   117 5
8,538   6,103 2,435
7,831   5,738 2,093
5,480   5,108 372
783   904 -121
1,566   1,459 107
10,328   6,236 4,092
9,069   6,321 2,748
6,724   3,298 3,426
4,349   2,110 2,239
4,847   1,801 3,046
4,538   3,071 1,467
8,773   6,102 2,671
8,912   5,166 3,746
2,873   3,229 -356
2,857   3,201 -344
9,856   6,314 3,542
3,877   2,084 1,793
3,877   3,227 650
55   25 30
2,159   1,820 339
2,651   2,240 411
1,995   1,680 315
3,246   2,214 1,032
3,724   1,705 2,019
6,207   1,913 4,294
6,784   4,440 2,344
12,614   3,269 9,345
6,675   2,342 4,333
35   25 10
8,258   7,963 295
6,203   6,301 -98
5,768   6,170 -402
3,889   3,904 -15
2,048   2,069 -21
850   859 -9
4,640   3,301 1,339
1,032   645 387
516   323 193
3,583   3,308 275
896   731 165
1,568   1,280 288
6,129   3,340 2,789
651   680 -29
8,786   5,114 3,672
117   114 3
2,660   2,585 75
1,880   1,818 62
431   416 15
390   378 12
1,174   1,134 40
1,398   1,516 -118
5,295   5,753 -458
1,352   1,273 79
5,673   5,274 399
4,590   4,074 516
3,251   2,017 1,234
4,787   2,884 1,903
1,313   1,004 309
97     97
2,863   3,333 -470
1,715   1,961 -246
1,715   1,468 247
614   820 -206
1,535   2,062 -527
4,613   5,452 -839
5,146   6,792 -1,646
14   14  
534   383 151
450   396 54
640   566 74
486   216 270
534   332 202
973   977 -4
573   184 389
784   687 97
2,823   1,651 1,172
2,680   1,627 1,053
227   146 81
23   15 8
7,021   5,787 1,234
3,055   1,670 1,385
4,859   6,654 -1,795
108   146 -38
716   501 215
505   370 135
753   328 425
789   631 158
1,466   969 497
226   153 73
19,000   13,515 5,485
832   544 288
652   374 278
837   770 67
783   415 368
709   619 90
710   804 -94
791   701 90
474   213 261
950   792 158
661   579 82
769   902 -133
759   760 -1
663   577 86
779   679 100
628   622 6
540   500 40
752   676 76
778   523 255
520   216 304
26,262   16,057 10,205
941   906 35
521   332 189
642   464 178
852   679 173
589   548 41
537   410 127
1,046   776 270
711   649 62
750   413 337
641   608 33
735   391 344
836   799 37
700   465 235
750   635 115
726   221 505
798   663 135
832   462 370
610   612 -2
698   683 15
647   610 37
640   566 74
      23,309
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       -441
b       -334
c       -531
d       155
e       10
      335
      1,149
      5
      -562
      -1,615
      2,511
      555
      1,087
      50
      2,478
      20
      11
      6
      -3
      -2,795
      412
      614
      600
      652
      117
      133
      137
      2,405
      496
      302
      99
      1,511
      514
      -1
      4
      51
      15
      25
      -11
      112
      33
      51
      59
      7
      55
      -40
      42
      36
      14
      26
      -45
      5
      2,435
      2,093
      372
      -121
      107
      4,092
      2,748
      3,426
      2,239
      3,046
      1,467
      2,671
      3,746
      -356
      -344
      3,542
      1,793
      650
      30
      339
      411
      315
      1,032
      2,019
      4,294
      2,344
      9,345
      4,333
      10
      295
      -98
      -402
      -15
      -21
      -9
      1,339
      387
      193
      275
      165
      288
      2,789
      -29
      3,672
      3
      75
      62
      15
      12
      40
      -118
      -458
      79
      399
      516
      1,234
      1,903
      309
      97
      -470
      -246
      247
      -206
      -527
      -839
      -1,646
       
      151
      54
      74
      270
      202
      -4
      389
      97
      1,172
      1,053
      81
      8
      1,234
      1,385
      -1,795
      -38
      215
      135
      425
      158
      497
      73
      5,485
      288
      278
      67
      368
      90
      -94
      90
      261
      158
      82
      -133
      -1
      86
      100
      6
      40
      76
      255
      304
      10,205
      35
      189
      178
      173
      41
      127
      270
      62
      337
      33
      344
      37
      235
      115
      505
      135
      370
      -2
      15
      37
      74
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 128,375
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . . 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2013 86,258 1,893,684 0.04555
2012 85,267 1,778,849 0.047934
2011 88,043 1,764,593 0.049894
2010 78,138 1,643,837 0.047534
2009 92,798 1,542,169 0.060174
2 Total of line 1, column (d) ...................... 2 0.251086
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 0.050217
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 2,048,058
5 Multiply line 4 by line 3....................... 5 102,847
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 1,701
7 Add lines 5 and 6......................... 7 104,548
8 Enter qualifying distributions from Part XII, line 4.............. 8 92,748
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2014)
Form 990-PF (2014)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 3,402
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 3,402
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 3,402
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 3,192
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,192
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 210
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet0 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletPA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletPNC BANK NA Telephone no.bullet (412) 762-3792
    Located atbullet620 LIBERTY AVENUEPITTSBURGHPA ZIP+4bullet152222705
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2014, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
    No
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2014?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?........................
    b
    If "Yes," did it have excess business holdings in 2014 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2014.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2014?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)..................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.......................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    HOWARD D DAVIS CO-TRUSTEE
    1     		5,161    
    DAVIS DAVIS ASSOC 429 FORBES AV
    PITTSBURGH,PA15219
    JAMES K GOLDBERG CO-TRUSTEE
    1     		5,161    
    ONE OXFORD CTR 301 GRANT ST 14TH
    PITTSBURGH,PA15219
    PNC BANK NA CO-TRUSTEE
    3     		14,265    
    620 LIBERTY AVENUE
    PITTSBURGH,PA152222705
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 8
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    2,079,247
    b
    Average of monthly cash balances.......................
    1b
    0
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,079,247
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    2,079,247
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    31,189
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    2,048,058
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    102,403
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    102,403
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    3,402
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,402
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    99,001
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    99,001
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    99,001
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    92,748
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    92,748
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    92,748
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2013     		(c)
    2013     		(d)
    2014
    1 Distributable amount for 2014 from Part XI, line 7 99,001
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 80,622
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2014:
    a From 2009....... 0
    b From 2010....... 0
    c From 2011....... 0
    d From 2012....... 0
    e From 2013....... 0
    fTotal of lines 3a through e......... 0
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 92,748
    a Applied to 2013, but not more than line 2a 80,622
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		0
    d Applied to 2014 distributable amount..... 12,126
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2014. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		86,875
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2010.... 0
    b Excess from 2011.... 0
    c Excess from 2012.... 0
    d Excess from 2013.... 0
    e Excess from 2014.... 0
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2014, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2014 (b) 2013 (c) 2012 (d) 2011
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ANIMAL FRIENDS INC
    2643 PENN AVE
    PITTSBURGH,PA15222     		NONE PC GENERAL SUPPORT 5,000
    ANIMAL RESCUE LEAGUE OF WESTERN PA
    6620 HAMILTON AVE
    PITTSBURGH,PA15206     		NONE PC GENERAL SUPPORT 5,000
    CHILDREN'S HOSPITAL OF PITTSBURGH
    3705 FIFTH AVENUE
    PITTSBURGH,PA15213     		NONE PC GENERAL SUPPORT 5,000
    DOLLAR ENERGY FUND INC
    15 TERMINAL WAY
    PITTSBURGH,PA15219     		NONE PC GENERAL SUPPORT 2,000
    JEWISH ASSOCIATION ON AGING
    200 JHF DRIVE
    PITTSBURGH,PA15217     		NONE PC GENERAL SUPPORT 9,500
    JEWISH FAMILY & CHILDREN'S SERV
    5743 BARTLETT STREET
    PITTSBURGH,PA15217     		NONE PC GENERAL SUPPORT 6,000
    JEWISH HOME FOR BABIES AND CHILDREN FUND
    234 MCKEE PLACE
    PITTSBURGH,PA15213     		NONE PC GENERAL SUPPORT 5,000
    MAKE A WISH FOUNDATION
    707 GRANT STREET
    PITTSBURGH,PA15219     		NONE PC GENERAL SUPPORT 2,000
    PITTSBURGH ZOO & AQUARIUM
    ONE WILD PLACE
    PITTSBURGH,PA15206     		NONE PC GENERAL SUPPORT 3,000
    SHRINERS HOSPITAL FOR CHILDREN
    2900 ROCK POINT DRIVE
    TAMPA,FL33607     		NONE PC GENERAL SUPPORT 2,500
    THE GTR PITTSBURGH COMMUNITY FOOD BANK
    1 N LINDEN ST
    DUQUESNE,PA15110     		NONE PC GENERAL SUPPORT 10,000
    UNITED JEWISH FEDERATION
    234 MCKEE PLACE
    PITTSBURGH,PA15213     		NONE PC GENERAL SUPPORT 10,000
    WESTERN PENNSYLVANIA SCHOOL FOR BLIND
    CHILDREN
    201 NORTH BELLEFIELD AVE
    PITTSBURGH,PA15213     		NONE PC GENERAL SUPPORT 7,500
    WOUNDED WARRIOR PROJECT
    301 GRANT STREET STE 900
    PITTSBURGH,PA15219     		NONE PC GENERAL SUPPORT 7,500
    YESHIVA SCHOOL
    2100 WIGHTMAN STREET
    PITTSBURGH,PA15217     		NONE PC GENERAL SUPPORT 1,000
    Total .................................bullet 3a 81,000
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............     		         
    4 Dividends and interest from securities....     14 56,403  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............     		         
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory .............     		    18 128,375  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   184,778  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13184,778
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2014)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    RALPH & DOROTHY HARTWELL SCHUGAR CHARITABLE
    EIN: 25-6803374
    Name of Stock End of Year Book Value End of Year Fair Market Value
    COMMON STOCK 734,517 974,713

    TY 2014 InvestmentsOtherSchedule2
    Name:
    RALPH & DOROTHY HARTWELL SCHUGAR CHARITABLE
    EIN: 25-6803374
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MUTUAL FUNDS - FIXED AT COST 480,593 472,189
    MUTUAL FUNDS - EQUITY AT COST 471,424 576,337

    TY 2014 OtherDecreasesSchedule
    Name:
    RALPH & DOROTHY HARTWELL SCHUGAR CHARITABLE
    EIN: 25-6803374
    Description Amount
       
       


    TY 2014 OtherExpensesSchedule
    Name:
    RALPH & DOROTHY HARTWELL SCHUGAR CHARITABLE
    EIN: 25-6803374
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MAP MANAGEMENT FEES 1,545 1,545   0
    ADR SERVICE FEES 13 13   0


    TY 2014 TaxesSchedule
    Name:
    RALPH & DOROTHY HARTWELL SCHUGAR CHARITABLE
    EIN: 25-6803374
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 266 266   0
    FEDERAL TAX PAYMENT - PRIOR YE 1,189 0   0
    FEDERAL ESTIMATES - PRINCIPAL 3,192 0   0