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
ISAIAH F EVERHART
 

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

24-6021565
B Telephone number (see instructions)

(412) 762-0861
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$640,852
J 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...... 15,774 15,791  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 23,142
b Gross sales price for all assets on line 6a 129,032
7 Capital gain net income (from Part IV, line 2)... 23,142
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)....... 587 526  
12 Total. Add lines 1 through 11........ 39,503 39,459  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 5,994 5,694   300
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)... 1,555 43   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)....... 125 125    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 7,674 5,862 0 300
25 Contributions, gifts, grants paid........ 26,102 26,102
26 Total expenses and disbursements. Add lines 24 and 25 33,776 5,862 0 26,402
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 5,727
b Net investment income (if negative, enter -0-) 33,597
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.......... 9,491 4,012 4,012
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)........ 185,293 187,386 260,655
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)........... 353,238 Click to see attachment352,154 376,185
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) 548,022 543,552 640,852
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......... 547,386 542,878
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 636 674
30 Total net assets or fund balances (see instructions)...... 548,022 543,552
31 Total liabilities and net assets/fund balances (see instructions).. 548,022 543,552
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)............... 1 548,022
2 Enter amount from Part I, line 27a..................... 2 5,727
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 11
4 Add lines 1, 2, and 3.......................... 4 553,760
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 10,208
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 543,552
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 5. AT&T INC   2009-08-10 2014-01-01
b 1. AMGEN INC   2013-12-23 2014-01-01
c 1. APPLE INC   2013-09-24 2014-01-01
d 9. BB&T CORP   2013-07-29 2014-01-01
e 3. BAXTER INTERNATIONAL INC   2013-08-01 2014-01-01
17. BAXTER INTERNATIONAL INC   2013-08-08 2014-01-01
1. BOEING CO   2012-07-26 2014-01-01
5. CA INC   2012-03-28 2014-01-01
4. CAPITAL ONE FINANCIAL CORP   2013-07-22 2014-01-01
2. CHEVRON CORPORATION   2013-03-21 2014-01-01
3. CHEVRON CORPORATION   2009-08-10 2014-01-01
3. CHUBB CORP COM   2012-02-24 2014-01-01
14. CISCO SYS INC COM   2013-04-15 2014-01-01
5. CONOCOPHILLIPS   2013-08-13 2014-01-01
12. CORNING INC   2009-08-10 2014-01-01
5. DISCOVER FINANCIAL W/I   2011-07-07 2014-01-01
2. DU PONT E I DE NEMOURS & CO   2010-08-10 2014-01-01
2. ENTERPRISE PRODS PARTNERS L P COM UNIT   2012-02-02 2014-01-01
4. EXXON MOBIL CORP   2012-06-26 2014-01-01
7. FIDELITY NATIONAL FINANCIAL INC EXCH 6/30/2014 SEE 31620R303 &   2012-12-17 2014-01-01
17. FIRST NIAGARA FINL GROUP INC NEW   2010-10-25 2014-01-01
6. FOOT LOCKER INC   2013-10-29 2014-01-01
8. FORD MTR CO DEL COM PAR $0.01   2013-01-11 2014-01-01
33. FORD MTR CO DEL COM PAR $0.01   2013-07-22 2014-01-01
72. FORD MTR CO DEL COM PAR $0.01   2013-07-22 2014-01-01
2. GENERAL DYNAMICS CORP   2013-08-02 2014-01-01
29. GENERAL ELEC CO COM   2013-01-22 2014-01-01
5. GLAXO WELLCOME PLC SPONSORED ADR   2013-05-20 2014-01-01
2. HELMERICH & PAYNE INC COM   2013-08-30 2014-01-01
2. HOME DEPOT INC COM   2009-08-19 2014-01-01
5. INTEL CORP   2010-01-28 2014-01-01
3. INTERNATIONAL PAPER CO COM   2012-01-12 2014-01-01
7. J P MORGAN CHASE & CO COM   2013-07-29 2014-01-01
5. J P MORGAN CHASE & CO COM   2013-06-11 2014-01-01
2. JOHNSON & JOHNSON COM   2009-08-10 2014-01-01
3. JOHNSON CONTROLS INC   2009-08-10 2014-01-01
1. KIMBERLY-CLARK CORP COM   2009-08-10 2014-01-01
3. L BRANDS INC   2011-02-03 2014-01-01
4. LILLY ELI & CO   2013-08-13 2014-01-01
2. M&T BK CORP   2011-03-15 2014-01-01
1. MARATHON PETROLEUM CORP   2012-05-22 2014-01-01
2. MCDONALDS CORP COM   2013-04-04 2014-01-01
9. MERCK & CO INC   2010-06-25 2014-01-01
4. METLIFE INC COM   2009-08-10 2014-01-01
4. NATIONAL FUEL GAS CO N J COM   2013-05-09 2014-01-01
2. NEXTERA ENERGY INC   2009-08-10 2014-01-01
3. OCCIDENTAL PETE CORP COM   2013-03-05 2014-01-01
2. PEPSICO INC COM   2010-06-29 2014-01-01
17. PFIZER INC COM   2009-08-10 2014-01-01
4. PINNACLE WEST CAPITAL CORP   2013-10-08 2014-01-01
4. PLUM CREEK TIMBER CO INC   2013-09-16 2014-01-01
4. PROCTER & GAMBLE CO   2013-10-29 2014-01-01
2. PROCTER & GAMBLE CO   2013-02-14 2014-01-01
1. QUALCOMM   2009-08-10 2014-01-01
7. ROGERS COMMUNICATIONS INC CL B   2013-10-29 2014-01-01
5. SAFEWAY INC NEW   2013-04-29 2014-01-01
5. TEVA PHARMA INDS ADR 1 ADR REPRESENTS 10 SHS   2013-03-26 2014-01-01
7. US BANCORP DEL COM NEW   2009-08-10 2014-01-01
1. UNITED PARCEL SERVICE INC CL B   2009-11-10 2014-01-01
2. UNITED TECHNOLOGIES CORP COM   2013-04-04 2014-01-01
4. VENTAS INC   2013-08-22 2014-01-01
2. VERIZON COMMUNICATIONS COM   2009-08-10 2014-01-01
3. WALGREEN CO COM   2012-06-27 2014-01-01
11. WELLS FARGO & CO NEW COM   2009-08-10 2014-01-01
3. WISCONSIN ENERGY CORP   2009-08-10 2014-01-01
3. WYNDHAM WORLDWIDE CORP   2013-02-14 2014-01-01
2. EATON CORP PLC SEDOL B8KQN82   2012-12-03 2014-01-01
4. ENSCO PLC CLASS A SEDOL B4VLR19   2012-11-02 2014-01-01
5. INVESCO LTD ISIN BMG491BT1088 SEDOL B28XP76   2013-11-12 2014-01-01
3. LYONDELLBASELL INDUSTRIES N.V. ISIN NL0009434992 SEDOL B3SPXZ3   2013-05-06 2014-01-01
24. L BRANDS INC   2011-02-03 2014-01-09
7. BEST BUY INC   2013-09-19 2014-01-17
19. BEST BUY INC   2013-09-19 2014-01-17
26. PFIZER INC COM   2009-08-10 2014-01-27
22. EBAY INC   2011-02-15 2014-01-28
16. CITIGROUP INC   2010-05-04 2014-02-07
19. CITIGROUP INC   2010-05-12 2014-02-07
20. OMNICARE INC   2013-12-12 2014-02-20
5. PLUM CREEK TIMBER CO INC   2013-09-16 2014-02-20
15. SAFEWAY INC NEW   2013-04-29 2014-02-20
5. JAZZ PHARMACEUTICALS PLC SEDOL B4Q5ZN4   2013-08-29 2014-02-20
25. PLUM CREEK TIMBER CO INC   2013-09-16 2014-02-21
24. JOHNSON CONTROLS INC   2009-08-10 2014-02-25
9. WYNDHAM WORLDWIDE CORP   2011-10-28 2014-02-25
14.451 BLACKROCK FUNDS INTERNATIONAL BOND PORTFOLIO   2013-04-01 2014-03-03
14.676 BLACKROCK FUNDS INTERNATIONAL BOND PORTFOLIO   2013-10-01 2014-03-03
1449.528 BLACKROCK FUNDS INTERNATIONAL BOND PORTFOLIO   2005-07-18 2014-03-03
8. NU SKIN ENTERPRISES INC   2013-12-17 2014-03-05
11. PROCTER & GAMBLE CO   2012-11-14 2014-03-05
2.079 BLACKROCK FUNDS INTERNATIONAL BOND PORTFOLIO   2013-07-01 2014-03-10
17. CORNING INC   2009-08-10 2014-03-11
18. CORNING INC   2013-05-17 2014-03-11
23. SAFEWAY INC NEW   2013-04-29 2014-03-11
7. CELGENE CORP   2013-08-29 2014-03-12
4. PVH CORP   2012-10-17 2014-03-12
6. PVH CORP   2012-10-17 2014-03-13
2. PPG INDS INC COM   2013-10-29 2014-03-19
2. PPG INDS INC COM   2013-10-29 2014-03-19
4. CANADIAN PACIFIC RAILWAY LTD SEDOL 2793115   2013-11-07 2014-03-20
10. CHUBB CORP COM   2009-08-11 2014-03-20
5. PPG INDS INC COM   2013-11-07 2014-03-20
3. CANADIAN PACIFIC RAILWAY LTD SEDOL 2793115   2013-11-07 2014-03-21
7. CHUBB CORP COM   2009-08-11 2014-03-21
25. HALLIBURTON CO   2013-05-01 2014-03-31
7. HELMERICH & PAYNE INC COM   2013-08-30 2014-04-02
17. NIKE INC CL B   2013-03-13 2014-04-02
13. TEVA PHARMA INDS ADR 1 ADR REPRESENTS 10 SHS   2013-03-26 2014-04-02
11. UNITED PARCEL SERVICE INC CL B   2009-11-10 2014-04-02
7. GOLDMAN SACHS GROUP INC COM   2013-01-22 2014-04-10
1. GOLDMAN SACHS GROUP INC COM   2013-01-22 2014-04-10
.309 BLACKROCK FUNDS INTERNATIONAL BOND PORTFOLIO   2014-04-01 2014-04-14
7. ENTERPRISE PRODS PARTNERS L P COM UNIT   2010-03-29 2014-04-17
11. WISCONSIN ENERGY CORP   2009-08-10 2014-04-17
75. FIFTH THIRD BANCORP   2012-07-26 2014-05-01
13. HERSHEY FOODS CORP COM   2010-05-28 2014-05-06
11. HELMERICH & PAYNE INC COM   2013-08-30 2014-05-07
7. HERSHEY FOODS CORP COM   2010-05-27 2014-05-07
5. ALLERGAN INC   2009-08-11 2014-05-13
6. JAZZ PHARMACEUTICALS PLC SEDOL B4Q5ZN4   2013-08-30 2014-05-13
36. COCACOLA CO   2010-08-13 2014-05-15
12. CHEVRON CORPORATION   2010-07-16 2014-05-22
44. FIRST NIAGARA FINL GROUP INC NEW   2013-07-22 2014-05-23
97. FIRST NIAGARA FINL GROUP INC NEW   2010-10-25 2014-05-23
21. WALGREEN CO COM   2012-06-27 2014-05-23
9. METHANEX CORP SEDOL 2654416   2013-11-18 2014-06-03
8. METHANEX CORP SEDOL 2654416   2013-11-19 2014-06-04
16. B/E AEROSPACE INC   2013-05-01 2014-06-05
2. GOOGLE INC-CL C   2009-08-11 2014-06-05
49. CORNING INC   2011-11-07 2014-06-11
15. CORNING INC   2012-06-27 2014-06-11
20. FIDELITY NATIONAL FINANCIAL INC EXCH 6/30/2014 SEE 31620R303 &   2012-12-17 2014-06-11
11. YAHOO! INC COM   2013-07-22 2014-06-25
13. YAHOO! INC COM   2013-07-22 2014-06-25
10. YAHOO! INC COM   2013-07-22 2014-06-25
14. APPLE INC   2013-09-24 2014-07-02
7. APPLE INC   2014-01-09 2014-07-02
10. MARATHON PETROLEUM CORP   2012-05-22 2014-07-02
1. SHIRE PLC SPONSORED ADR   2013-08-21 2014-07-11
6. SHIRE PLC SPONSORED ADR   2010-03-03 2014-07-11
.666 FNFV GROUP-W/I   2012-12-17 2014-07-16
.477 VERITIV CORP-W/I   2012-01-12 2014-07-16
11. FNFV GROUP-W/I   2012-12-17 2014-07-18
8. SHIRE PLC SPONSORED ADR   2010-03-03 2014-07-18
7. ALLERGAN INC   2009-08-11 2014-07-22
32. BB&T CORP   2013-01-28 2014-07-24
2. BB&T CORP   2013-07-29 2014-07-24
10. METLIFE INC COM   2009-08-10 2014-07-24
26. FRANKLIN RES INC COM   2013-06-04 2014-08-05
19. DU PONT E I DE NEMOURS & CO   2010-08-10 2014-08-07
10. L-3 COMMUNICATIONS HLDGS INC COM   2014-04-02 2014-08-07
11. ZIMMER HOLDINGS INC   2014-03-12 2014-08-07
9. APPLE INC   2013-07-10 2014-08-11
5. GENERAL DYNAMICS CORP   2013-08-02 2014-08-11
9. LYONDELLBASELL INDUSTRIES N.V. ISIN NL0009434992 SEDOL B3SPXZ3   2013-05-06 2014-08-11
15. LAS VEGAS SANDS CORP   2013-10-22 2014-08-12
17. SUNCOR ENERGY INC ISIN CA8672241079 SEDOL B3NB1P2   2014-05-22 2014-08-12
9. SUNCOR ENERGY INC ISIN CA8672241079 SEDOL B3NB1P2   2014-05-22 2014-08-13
3. SUNCOR ENERGY INC ISIN CA8672241079 SEDOL B3NB1P2   2014-05-22 2014-08-13
1. HELMERICH & PAYNE INC COM   2013-02-25 2014-08-28
1. HELMERICH & PAYNE INC COM   2013-02-25 2014-08-28
4. MICROSOFT CORP   2014-02-07 2014-08-28
14. MICROSOFT CORP   2014-03-31 2014-08-28
6. MICROSOFT CORP   2014-02-07 2014-08-28
26. DELTA AIR LINES INC   2013-07-25 2014-09-11
14. UNITED TECHNOLOGIES CORP COM   2009-08-11 2014-09-11
1. SUNTRUST BANKS INC COM   2014-02-07 2014-09-12
10. SUNTRUST BANKS INC COM   2014-02-07 2014-09-12
9. SUNTRUST BANKS INC COM   2014-02-07 2014-09-12
1. SUNTRUST BANKS INC COM   2014-02-10 2014-09-15
2. SUNTRUST BANKS INC COM   2014-02-10 2014-09-15
5. SUNTRUST BANKS INC COM   2014-02-10 2014-09-15
5. CROWN HOLDINGS INC   2014-06-09 2014-09-19
19. CROWN HOLDINGS INC   2014-06-05 2014-09-22
4. CBS CORP CLASS B WI   2013-05-15 2014-09-25
18. CBS CORP CLASS B WI   2013-05-15 2014-09-25
16. ORACLE CORP   2013-10-21 2014-09-30
18. ORACLE CORP   2009-08-11 2014-09-30
21. ORACLE CORP   2009-08-11 2014-09-30
11. COCA COLA ENTERPRISES   2014-03-05 2014-10-13
4. EOG RES INC   2014-03-31 2014-10-13
3. EOG RES INC   2013-07-25 2014-10-13
3. MANPOWER GROUP INC   2013-12-17 2014-10-13
3. MANPOWER GROUP INC   2014-07-22 2014-10-13
19. COCA COLA ENTERPRISES   2014-03-05 2014-10-14
13. MANPOWER GROUP INC   2013-11-01 2014-10-14
1. MANPOWER GROUP INC   2014-07-22 2014-10-14
16. EATON CORP PLC SEDOL B8KQN82   2012-12-03 2014-10-14
25. FNF GROUP-W/I   2012-12-17 2014-10-30
10. FNF GROUP-W/I   2012-12-17 2014-10-30
14. M&T BK CORP   2011-03-15 2014-10-30
1. HALYARD HEALTH INC-W/I   2009-08-10 2014-11-07
52. ROGERS COMMUNICATIONS INC CL B   2013-07-10 2014-11-14
15. HELMERICH & PAYNE INC COM   2013-02-25 2014-11-17
7. CAPITAL ONE FINANCIAL CORP   2013-07-22 2014-11-18
10. FOOT LOCKER INC   2013-09-27 2014-11-18
11. GENERAL ELEC CO COM   2014-07-02 2014-11-18
.4 CALIFORNIA RESOURCES CORP   2013-01-07 2014-12-09
34.792 ASTON FAIRPOINTE MID CAP FUND CLASS I FD 232   2013-12-30 2014-12-10
7.581 ASTON FAIRPOINTE MID CAP FUND CLASS I FD 232   2012-12-28 2014-12-10
8.366 ARTISAN FDS INC INTERNATIONAL   2014-11-19 2014-12-10
41.188 ARTISAN FDS INC INTERNATIONAL   2005-07-18 2014-12-10
10. CALIFORNIA RESOURCES CORP   2013-01-07 2014-12-10
7. CAPITAL ONE FINANCIAL CORP   2013-07-22 2014-12-10
12. FOOT LOCKER INC   2013-09-27 2014-12-10
16. ISHARES COHEN & STEERS RLTY FD   2008-02-27 2014-12-10
10. ENSCO PLC CLASS A SEDOL B4VLR19   2014-04-17 2014-12-10
31. ENSCO PLC CLASS A SEDOL B4VLR19   2012-07-16 2014-12-10
29. QUANTA SVCS INC   2014-03-20 2014-12-12
1. QUANTA SVCS INC   2014-03-20 2014-12-12
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 175   128 47
b 115   113 2
c 561   491 70
d 335   319 16
e 208   217 -9
1,175   1,245 -70
138   75 63
167   139 28
303   276 27
250   241 9
375   231 144
288   215 73
307   298 9
352   335 17
214   197 17
273   138 135
128   84 44
129   101 28
406   329 77
230   160 70
179   237 -58
248   210 38
122   112 10
507   562 -55
1,100   1,186 -86
190   175 15
809   673 136
264   262 2
167   126 41
164   54 110
128   103 25
148   95 53
408   389 19
291   269 22
185   125 60
152   78 74
106   58 48
184   93 91
205   223 -18
232   173 59
89   36 53
194   201 -7
449   325 124
216   145 71
285   249 36
170   113 57
282   247 35
166   122 44
521   388 133
213   220 -7
185   187 -2
329   330 -1
165   154 11
74   46 28
309   316 -7
164   117 47
199   201 -2
283   161 122
105   57 48
225   186 39
229   243 -14
98   58 40
174   88 86
500   312 188
124   67 57
220   177 43
154   103 51
225   239 -14
183   166 17
238   186 52
1,381   742 639
175   273 -98
475   742 -267
775   415 360
1,166   757 409
783   683 100
934   758 176
1,188   1,181 7
214   233 -19
528   351 177
852   439 413
1,061   1,166 -105
1,193   627 566
639   435 204
141   137 4
143   141 2
14,162   15,612 -1,450
620   1,068 -448
855   778 77
20   19 1
326   279 47
346   287 59
890   538 352
1,104   997 107
488   392 96
700   588 112
395   368 27
390   368 22
605   582 23
856   474 382
974   902 72
453   437 16
602   332 270
1,472   1,052 420
754   442 312
1,268   929 339
693   522 171
1,077   626 451
1,096   1,022 74
157   146 11
3   3  
510   208 302
524   245 279
1,528   1,066 462
1,249   612 637
1,196   694 502
676   328 348
808   274 534
778   526 252
1,462   1,005 457
1,485   861 624
379   465 -86
835   1,178 -343
1,470   618 852
517   580 -63
457   512 -55
1,577   1,009 568
1,108   454 654
1,052   719 333
324   190 134
660   457 203
365   308 57
431   364 67
332   280 52
1,307   981 326
654   538 116
798   359 439
248   114 134
1,490   449 1,041
10   8 2
18   11 7
176   128 48
2,059   534 1,525
1,198   383 815
1,208   990 218
76   71 5
552   355 197
1,385   1,336 49
1,224   799 425
1,016   1,199 -183
1,050   1,066 -16
862   542 320
590   437 153
974   558 416
1,018   1,089 -71
661   664 -3
348   351 -3
116   117 -1
103   65 38
103   65 38
179   146 33
627   579 48
269   219 50
1,028   559 469
1,519   782 737
39   38 1
391   380 11
353   341 12
39   38 1
78   76 2
196   189 7
233   253 -20
875   951 -76
216   202 14
972   904 68
612   536 76
688   397 291
804   448 356
450   524 -74
343   392 -49
257   220 37
184   251 -67
184   247 -63
762   901 -139
787   1,038 -251
61   82 -21
951   826 125
726   474 252
288   190 98
1,667   1,187 480
37   19 18
1,983   2,090 -107
1,170   964 206
570   484 86
548   346 202
297   293 4
2   3 -1
1,642   1,550 92
358   252 106
253   255 -2
1,247   910 337
56   70 -14
582   484 98
674   410 264
1,556   1,266 290
281   498 -217
871   1,543 -672
779   1,067 -288
27   36 -9
      714
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       47
b       2
c       70
d       16
e       -9
      -70
      63
      28
      27
      9
      144
      73
      9
      17
      17
      135
      44
      28
      77
      70
      -58
      38
      10
      -55
      -86
      15
      136
      2
      41
      110
      25
      53
      19
      22
      60
      74
      48
      91
      -18
      59
      53
      -7
      124
      71
      36
      57
      35
      44
      133
      -7
      -2
      -1
      11
      28
      -7
      47
      -2
      122
      48
      39
      -14
      40
      86
      188
      57
      43
      51
      -14
      17
      52
      639
      -98
      -267
      360
      409
      100
      176
      7
      -19
      177
      413
      -105
      566
      204
      4
      2
      -1,450
      -448
      77
      1
      47
      59
      352
      107
      96
      112
      27
      22
      23
      382
      72
      16
      270
      420
      312
      339
      171
      451
      74
      11
       
      302
      279
      462
      637
      502
      348
      534
      252
      457
      624
      -86
      -343
      852
      -63
      -55
      568
      654
      333
      134
      203
      57
      67
      52
      326
      116
      439
      134
      1,041
      2
      7
      48
      1,525
      815
      218
      5
      197
      49
      425
      -183
      -16
      320
      153
      416
      -71
      -3
      -3
      -1
      38
      38
      33
      48
      50
      469
      737
      1
      11
      12
      1
      2
      7
      -20
      -76
      14
      68
      76
      291
      356
      -74
      -49
      37
      -67
      -63
      -139
      -251
      -21
      125
      252
      98
      480
      18
      -107
      206
      86
      202
      4
      -1
      92
      106
      -2
      337
      -14
      98
      264
      290
      -217
      -672
      -288
      -9
       
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 23,142
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 25,201 593,602 0.042454
2012 27,877 559,048 0.049865
2011 24,098 548,578 0.043928
2010 24,882 513,621 0.048444
2009      
2 Total of line 1, column (d) ...................... 2 0.184691
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 0.046173
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 632,032
5 Multiply line 4 by line 3....................... 5 29,183
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 336
7 Add lines 5 and 6......................... 7 29,519
8 Enter qualifying distributions from Part XII, line 4.............. 8 26,402
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 1 672
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........................... 3 672
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- ..... 5 672
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 916
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.............. 7 916
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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 244
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet244 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 addressbullet  
    14
    The books are in care ofbulletPNC BANK NA Telephone no.bullet (412) 762-0861
    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
    PNC BANK NA TRUSTEE
    1
    5,994    
    620 LIBERTY AVE
    PITTSBURGH,PA15222
    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
    641,657
    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
    641,657
    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
    641,657
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    9,625
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    632,032
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    31,602
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    31,602
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    672
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    672
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    30,930
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    30,930
    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
    30,930
    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
    26,402
    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
    26,402
    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
    26,402
    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 30,930
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 6,202
    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$ 26,402
    a Applied to 2013, but not more than line 2a 6,202
    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..... 20,200
    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 ..........
    10,730
    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
    EVERHART MUSEUM
    1901 MULBERRY STREET
    SCRANTON,PA18510
    NONE PC GENERAL SUPPORT 26,102
    Total .................................bullet 3a 26,102
    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 15,774  
    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 23,142  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aBLACKSTONE GROUP L     14 48  
    bENTERPRISE PRODS P     14 39  
    cMISC INCOME     14 500  
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   39,503  
    13Total. Add line 12, columns (b), (d), and (e)..................
    1339,503
    (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 InvestmentsOtherSchedule2
    Name:
    ISAIAH F EVERHART
    EIN: 24-6021565
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MUTUAL FUNDS - FIXED AT COST 190,288 187,437
    MUTUAL FUNDS - EQUITY AT COST 161,866 188,748

    TY 2014 OtherDecreasesSchedule
    Name:
    ISAIAH F EVERHART
    EIN: 24-6021565
    Description Amount
       
       


    TY 2014 OtherExpensesSchedule
    Name:
    ISAIAH F EVERHART
    EIN: 24-6021565
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNT MAINTENANCE FEES 125 125   0


    TY 2014 OtherIncomeSchedule2
    Name:
    ISAIAH F EVERHART
    EIN: 24-6021565
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    BLACKSTONE GROUP LP THE 48 0  
    ENTERPRISE PRODS PARTNERS L P COM UNIT 39 0  
    MISC INCOME 500 500  
    MULTIPLE PARTNERSHIPS   26  


    TY 2014 OtherIncreasesSchedule
    Name:
    ISAIAH F EVERHART
    EIN: 24-6021565
    Description Amount
       


    TY 2014 TaxesSchedule
    Name:
    ISAIAH F EVERHART
    EIN: 24-6021565
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 43 43   0
    FEDERAL TAX PAYMENT - PRIOR YE 596 0   0
    FEDERAL ESTIMATES - PRINCIPAL 916 0   0