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
2015
Open to Public Inspection
For calendar year 2015, or tax year beginning 01-01-2015 , and ending 12-31-2015
Name of foundation
ISAIAH F EVERHART
 
Number and street (or P.O. box number if mail is not delivered to street address)620 LIBERTY AVENUE 10TH FLOOR
 
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:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$604,919
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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... 16,099 16,115  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 19,570
b Gross sales price for all assets on line 6a 124,533
7 Capital gain net income (from Part IV, line 2)... 19,570
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)....... 154 54  
12 Total. Add lines 1 through 11........ 35,823 35,739  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 5,451 5,179   273
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)... 467 39   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).......   3    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 5,918 5,221 0 273
25 Contributions, gifts, grants paid....... 27,646 27,646
26 Total expenses and disbursements. Add lines 24 and 25 33,564 5,221 0 27,919
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,259
b Net investment income (if negative, enter -0-) 30,518
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2015)
Form 990-PF (2015)
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......... 4,012 7,794 7,794
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)....... 187,386 199,109 256,217
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).......... 352,154 Click to see attachment338,905 340,908
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) 543,552 545,808 604,919
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........ 542,878 544,264
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 674 1,544
30 Total net assets or fund balances (see instructions)..... 543,552 545,808
31 Total liabilities and net assets/fund balances (see instructions). 543,552 545,808
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
543,552
2
Enter amount from Part I, line 27a .....................
2
2,259
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
545,811
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
3
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
545,808
Form 990-PF (2015)
Form 990-PF (2015)
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 14. GENERAL ELEC CO COM   2014-07-02 2015-01-13
b 44. GENERAL ELEC CO COM   2011-05-04 2015-01-13
c 54. GENERAL ELEC CO COM   2011-05-04 2015-01-13
d 3. GENERAL ELEC CO COM   2011-06-29 2015-01-13
e 23. PHILIP MORRIS INTERNAT-W/I   2014-05-23 2015-01-13
11. LYONDELLBASELL INDUSTRIES N.V. ISIN NL0009434992 SEDOL B3SPXZ3   2013-05-06 2015-01-13
1. AMGEN INC   2014-08-07 2015-01-14
1. APPLE INC   2013-10-21 2015-01-14
1. BECTON DICKINSON & CO   2013-03-13 2015-01-14
1. CIGNA CORP   2014-07-18 2015-01-14
1. CONSTELLATION BRANDS INC CL A   2014-07-22 2015-01-14
2. DISNEY WALT CO   2014-02-20 2015-01-14
1. LOCKHEED MARTIN CORP   2013-11-25 2015-01-14
1. POLARIS INDS INC   2012-05-02 2015-01-14
3. WISCONSIN ENERGY CORP   2009-08-11 2015-01-14
2. WYNDHAM WORLDWIDE CORP   2014-01-17 2015-01-14
23. DISCOVER FINANCIAL W/I   2012-07-26 2015-01-23
5. DISCOVER FINANCIAL W/I   2014-09-30 2015-01-23
50. REGIONS FINANCIAL CORP   2013-07-01 2015-01-23
41. REGIONS FINANCIAL CORP   2013-07-01 2015-01-23
7. REGIONS FINANCIAL CORP   2013-07-01 2015-01-23
59. GENERAL ELEC CO COM   2010-01-26 2015-02-02
11. UNITED RENTALS INC COM   2014-09-11 2015-02-02
42. DISCOVER FINANCIAL W/I   2011-07-07 2015-02-03
16. GILEAD SCIENCES INC COM   2014-05-13 2015-02-06
7. GILEAD SCIENCES INC COM   2014-05-13 2015-02-06
18. AMERICAN EXPRESS CO   2009-11-18 2015-02-17
3. BOEING CO   2012-07-30 2015-02-19
1. LOCKHEED MARTIN CORP   2013-11-25 2015-02-19
13. SOUTHWEST AIRLINES COM   2014-06-05 2015-02-19
6. EASTMAN CHEM CO   2014-06-04 2015-02-27
1. LYONDELLBASELL INDUSTRIES N.V. ISIN NL0009434992 SEDOL B3SPXZ3   2014-09-19 2015-02-27
10. LYONDELLBASELL INDUSTRIES N.V. ISIN NL0009434992 SEDOL B3SPXZ3   2014-09-19 2015-02-27
6. EASTMAN CHEM CO   2014-06-03 2015-03-02
65. ISHARES SELECT DIVIDEND ETF   2008-02-27 2015-03-10
3. BAXTER INTERNATIONAL INC   2013-08-01 2015-03-13
21. BAXTER INTERNATIONAL INC   2013-08-01 2015-03-13
28. NATIONAL FUEL GAS CO N J COM   2012-11-07 2015-03-13
13. EOG RES INC   2013-07-25 2015-03-17
7. SKYWORKS SOLUTIONS INC COM   2014-03-20 2015-03-26
6. NXP SEMICONDUCTORS ISIN NL0009538784 SEDOL B505PN7   2013-12-02 2015-03-26
17. MICRON TECHNOLOGY INC   2014-09-30 2015-03-27
17. MICRON TECHNOLOGY INC   2014-09-30 2015-03-27
35. GARMIN LTD ISIN CH0114405324 SEDOL B3Z5T14   2014-02-25 2015-04-10
22. CA INC   2014-07-02 2015-04-17
43. CA INC   2012-03-28 2015-04-17
17. ROYAL CARRIBEAN CRUISES LTD SEDOL 2754907 ISIN LR0008862868   2014-08-12 2015-04-21
4. ROYAL CARRIBEAN CRUISES LTD SEDOL 2754907 ISIN LR0008862868   2014-08-12 2015-04-21
19. PACKAGING CORP OF AMERICA COM   2014-03-19 2015-04-28
6. PACKAGING CORP OF AMERICA COM   2014-03-19 2015-04-29
25. PROCTER & GAMBLE CO   2009-08-11 2015-05-04
49. POTASH CORP SASK INC LESS EXCHANGE RATE OF .6921   2014-08-07 2015-05-06
7. ACE LIMITED NAME CHG 01/15/16 SEE H1467J104   2014-04-10 2015-05-13
3. ACE LIMITED NAME CHG 01/15/16 SEE H1467J104   2014-12-12 2015-05-13
2. ACE LIMITED NAME CHG 01/15/16 SEE H1467J104   2014-04-10 2015-05-14
4. ACE LIMITED NAME CHG 01/15/16 SEE H1467J104   2014-04-10 2015-05-14
20. GLAXO WELLCOME PLC SPONSORED ADR   2013-05-20 2015-05-18
18. GLAXO WELLCOME PLC SPONSORED ADR   2013-05-20 2015-05-19
30. DELTA AIR LINES INC   2013-07-25 2015-05-26
14. UNION PAC CORP COM   2010-03-30 2015-05-27
9. QUALCOMM   2015-03-26 2015-06-01
20. QUALCOMM   2011-01-14 2015-06-01
1. QUALCOMM   2011-01-14 2015-06-01
186.344 MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND CLASS I   2013-12-19 2015-06-09
23.727 MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND CLASS I   2014-06-27 2015-06-09
49.804 MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND CLASS I   2014-12-10 2015-06-09
16. SOUTHWEST AIRLINES COM   2014-06-05 2015-06-10
7. SOUTHWEST AIRLINES COM   2014-06-05 2015-06-10
9. SOUTHWEST AIRLINES COM   2014-06-05 2015-06-10
37. MERCK & CO INC   2010-05-17 2015-06-18
14. MCDONALDS CORP COM   2009-08-10 2015-06-24
1. MCDONALDS CORP COM   2009-08-10 2015-06-24
33. HCP INC REIT   2014-06-11 2015-06-25
29. HCP INC REIT   2014-12-10 2015-06-25
17. LILLY ELI & CO   2009-08-10 2015-07-01
23. PFIZER INC COM   2014-07-02 2015-07-01
3. PFIZER INC COM   2014-07-02 2015-07-01
6. AETNA INC NEW   2013-05-30 2015-07-10
5. CIGNA CORP   2014-07-18 2015-07-10
9. SKYWORKS SOLUTIONS INC COM   2014-03-20 2015-07-13
6. NXP SEMICONDUCTORS ISIN NL0009538784 SEDOL B505PN7   2013-11-26 2015-07-13
7. 3M COMPANY COM   2015-03-17 2015-07-20
10. POLARIS INDS INC   2012-05-02 2015-07-27
26. HANESBRANDS INC - W/I   2014-03-13 2015-08-04
12. HANESBRANDS INC - W/I   2014-03-13 2015-08-04
9. SKYWORKS SOLUTIONS INC COM   2014-03-21 2015-08-04
6. HANESBRANDS INC - W/I   2014-03-13 2015-08-05
8. HANESBRANDS INC - W/I   2014-03-13 2015-08-05
16. HANESBRANDS INC - W/I   2014-03-12 2015-08-05
48. CONOCOPHILLIPS   2009-08-10 2015-08-07
3. CONOCOPHILLIPS   2014-05-22 2015-08-12
4. CONOCOPHILLIPS   2014-08-12 2015-08-12
20. CONOCOPHILLIPS   2013-08-27 2015-08-12
1. ALLSTATE CORP   2014-10-14 2015-08-13
17. ALLSTATE CORP   2014-10-13 2015-08-13
8. ALLSTATE CORP   2014-10-13 2015-08-14
10. BECTON DICKINSON & CO   2013-03-13 2015-08-20
4. CIGNA CORP   2014-07-14 2015-08-21
1. MCKESSON HBOC INC COMMN   2015-01-14 2015-08-21
3. MCKESSON HBOC INC COMMN   2013-10-29 2015-08-21
.5 CARE CAPITAL PROPERTIES INC   2011-04-20 2015-08-24
7. CARE CAPITAL PROPERTIES INC   2011-04-20 2015-08-26
6. BERKSHIRE HATHAWAY INC CLASS B   2015-01-23 2015-09-03
5. BERKSHIRE HATHAWAY INC CLASS B   2015-01-23 2015-09-04
36. CHEVRON CORPORATION   2009-08-10 2015-09-09
7. MCKESSON HBOC INC COMMN   2013-10-28 2015-09-14
6. CONSTELLATION BRANDS INC CL A   2014-05-16 2015-09-15
20. KROGER CO   2014-05-06 2015-09-15
.185 BLACKROCK INFLATION PROTECTED BD PORTFOLIO   2014-01-02 2015-09-16
.001 BLACKROCK INFLATION PROTECTED BD PORTFOLIO   2014-12-23 2015-09-16
525.21 FIDELITY ADVISOR FLOATING HIGH INCOME FUND I   2013-03-14 2015-09-16
.9 PJT PARTNERS INC - A W/I   2014-04-02 2015-10-07
7. VOYA FINL INC COM   2015-02-18 2015-10-14
6. DISNEY WALT CO   2014-02-20 2015-10-15
20. VOYA FINL INC COM   2015-02-17 2015-10-15
4. VOYA FINL INC COM   2015-02-17 2015-10-15
8. WYNDHAM WORLDWIDE CORP   2013-03-18 2015-10-15
9. HCA HOLDINGS INC   2014-08-07 2015-10-26
11. HCA HOLDINGS INC   2014-07-18 2015-10-27
9. HCA HOLDINGS INC   2014-07-18 2015-10-28
18. PROCTER & GAMBLE CO   2010-05-21 2015-10-28
14. NXP SEMICONDUCTORS ISIN NL0009538784 SEDOL B505PN7   2013-11-26 2015-11-02
10. MAGNA INTERNATIONAL ISIN CA5592224011   2013-12-31 2015-11-09
14. MAGNA INTERNATIONAL ISIN CA5592224011   2013-12-30 2015-11-10
9. AETNA INC NEW   2013-05-30 2015-11-11
3. CIGNA CORP   2014-07-14 2015-11-11
14. MAGNA INTERNATIONAL ISIN CA5592224011   2014-01-02 2015-11-11
1. SNAP-ON INC COM   2014-09-12 2015-11-16
2. SNAP-ON INC COM   2015-05-26 2015-11-16
4. SNAP-ON INC COM   2014-12-12 2015-11-16
1. SNAP-ON INC COM   2014-09-12 2015-11-17
17. ST JUDE MEDICAL INC   2014-02-20 2015-11-20
2. ST JUDE MEDICAL INC   2014-02-21 2015-11-20
11. QUALCOMM   2009-08-10 2015-12-02
2. QUALCOMM   2010-08-06 2015-12-02
23. SYMANTEC CORP COM   2014-03-11 2015-12-02
73. SYMANTEC CORP COM   2014-03-11 2015-12-02
276.855 MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND CLASS I   2013-12-19 2015-12-08
1. SIGNET JEWELERS LTD ISIN BMG812761002 SEDOL B3CTNK6   2015-11-10 2015-12-16
5. SIGNET JEWELERS LTD ISIN BMG812761002 SEDOL B3CTNK6   2015-11-10 2015-12-16
1. SIGNET JEWELERS LTD ISIN BMG812761002 SEDOL B3CTNK6   2015-11-09 2015-12-16
2. PINNACLE WEST CAPITAL CORP   2014-11-14 2015-12-17
46. PINNACLE WEST CAPITAL CORP   2013-10-08 2015-12-17
2. SIGNET JEWELERS LTD ISIN BMG812761002 SEDOL B3CTNK6   2015-11-09 2015-12-17
9. GOLDMAN SACHS GROUP INC COM   2015-05-13 2015-12-18
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 332   373 -41
b 1,042   928 114
c 1,278   1,032 246
d 71   56 15
e 1,908   1,995 -87
822   682 140
155   126 29
110   75 35
141   91 50
107   96 11
108   88 20
188   158 30
194   142 52
140   83 57
162   67 95
168   149 19
1,305   814 491
284   322 -38
449   490 -41
371   401 -30
63   68 -5
1,417   1,187 230
923   1,276 -353
2,356   1,076 1,280
1,570   1,320 250
699   563 136
1,419   746 673
461   224 237
201   142 59
570   355 215
449   541 -92
87   114 -27
864   1,133 -269
449   538 -89
5,004   4,078 926
201   217 -16
1,408   1,511 -103
1,628   1,554 74
1,130   954 176
646   274 372
587   256 331
445   585 -140
449   585 -136
1,625   1,826 -201
685   640 45
1,339   1,196 143
1,251   1,048 203
295   244 51
1,300   1,363 -63
408   426 -18
2,010   1,332 678
1,570   1,690 -120
751   694 57
322   342 -20
216   198 18
431   397 34
893   1,047 -154
803   935 -132
1,257   639 618
1,436   516 920
625   605 20
1,389   1,040 349
70   52 18
3,585   3,556 29
457   489 -32
958   966 -8
551   437 114
244   191 53
313   246 67
2,167   1,549 618
1,360   921 439
97   56 41
1,203   1,367 -164
1,057   1,312 -255
1,436   685 751
777   702 75
101   91 10
680   375 305
782   481 301
903   352 551
550   256 294
1,101   1,150 -49
1,364   824 540
759   484 275
351   221 130
791   347 444
174   111 63
233   148 85
463   295 168
2,352   2,125 227
154   236 -82
205   322 -117
1,032   1,338 -306
64   62 2
1,081   1,050 31
509   493 16
1,444   907 537
574   379 195
205   213 -8
615   469 146
16   14 2
219   201 18
794   900 -106
647   747 -100
2,725   2,491 234
1,374   1,073 301
772   515 257
742   464 278
2   2  
       
5,000   5,242 -242
19   24 -5
272   305 -33
641   475 166
778   866 -88
155   172 -17
587   536 51
625   608 17
762   684 78
616   554 62
1,373   1,166 207
1,074   592 482
475   410 65
652   567 85
950   556 394
397   284 113
642   565 77
166   125 41
332   312 20
664   533 131
165   125 40
1,052   1,152 -100
125   135 -10
577   437 140
106   77 29
456   552 -96
1,439   1,493 -54
5,000   5,271 -271
118   149 -31
585   744 -159
118   146 -28
127   122 5
2,931   2,573 358
234   292 -58
1,585   1,811 -226
      4,715
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       -41
b       114
c       246
d       15
e       -87
      140
      29
      35
      50
      11
      20
      30
      52
      57
      95
      19
      491
      -38
      -41
      -30
      -5
      230
      -353
      1,280
      250
      136
      673
      237
      59
      215
      -92
      -27
      -269
      -89
      926
      -16
      -103
      74
      176
      372
      331
      -140
      -136
      -201
      45
      143
      203
      51
      -63
      -18
      678
      -120
      57
      -20
      18
      34
      -154
      -132
      618
      920
      20
      349
      18
      29
      -32
      -8
      114
      53
      67
      618
      439
      41
      -164
      -255
      751
      75
      10
      305
      301
      551
      294
      -49
      540
      275
      130
      444
      63
      85
      168
      227
      -82
      -117
      -306
      2
      31
      16
      537
      195
      -8
      146
      2
      18
      -106
      -100
      234
      301
      257
      278
       
       
      -242
      -5
      -33
      166
      -88
      -17
      51
      17
      78
      62
      207
      482
      65
      85
      394
      113
      77
      41
      20
      131
      40
      -100
      -10
      140
      29
      -96
      -54
      -271
      -31
      -159
      -28
      5
      358
      -58
      -226
       
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 19,570
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))
2014 26,402 632,032 0.041773
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
2
Total of line 1, column (d) .....................
20.226464
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
0.045293
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
621,874
5
Multiply line 4 by line 3......................
5
28,167
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
305
7
Add lines 5 and 6........................
7
28,472
8
Enter qualifying distributions from Part XII, line 4.............
8
27,919
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 (2015)
Form 990-PF (2015)
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 Bullet and enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 610
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........................... 3 610
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- ..... 5 610
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 672
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.............. 7 672
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 62
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet62 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 2015 or the taxable year beginning in 2015 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 2015, 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  
    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 2015?.............
    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 2015, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2015?.............
    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 2015 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 2015.)..................
    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 2015?
    4b
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (Continued)
    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 (2015)
    Form 990-PF (2015)
    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
    5,451    
    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  
    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  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 8
    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
    631,344
    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
    631,344
    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
    631,344
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    9,470
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    621,874
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    31,094
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    31,094
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    610
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    610
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    30,484
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    30,484
    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
    30,484
    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
    27,919
    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
    27,919
    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
    27,919
    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 (2015)
    Form 990-PF (2015)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2014
    (c)
    2014
    (d)
    2015
    1 Distributable amount for 2015 from Part XI, line 7 30,484
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only....... 10,730
    b Total for prior years:2013, 20, 20 0
    3 Excess distributions carryover, if any, to 2015:
    a From 2010...... 0
    b From 2011...... 0
    c From 2012...... 0
    d From 2013...... 0
    e From 2014...... 0
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 27,919
    a Applied to 2014, but not more than line 2a 10,730
    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 2015 distributable amount..... 17,189
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2015. 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 2014. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2016. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........
    13,295
    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 2010 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2011.... 0
    b Excess from 2012.... 0
    c Excess from 2013.... 0
    d Excess from 2014.... 0
    e Excess from 2015.... 0
    Form 990-PF (2015)
    Form 990-PF (2015)
    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 2015, 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) 2015 (b) 2014 (c) 2013 (d) 2012
             
    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 (2015)
    Form 990-PF (2015)
    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 27,646
    Total .................................bullet 3a 27,646
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2015)
    Form 990-PF (2015)
    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 16,099  
    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 19,570  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue:
    aBLACKSTONE GROUP L
        14 104  
    bENTERPRISE PRODS P     14 50  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   35,823  
    13Total. Add line 12, columns (b), (d), and (e)..................
    1335,823
    (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 (2015)
    Form 990-PF (2015)
    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 organizations?
    Yes
    No
    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 name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2015)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2015 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 185,675 177,090
    MUTUAL FUNDS - EQUITY AT COST 153,230 163,818

    TY 2015 OtherDecreasesSchedule
    Name:
    ISAIAH F EVERHART
    EIN:
    24-6021565
    Description Amount
    ROUNDING ADJ FOR TRANSACTIONS AND SALES 3


    TY 2015 OtherExpensesSchedule
    Name:
    ISAIAH F EVERHART
    EIN:
    24-6021565
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PARTNERSHIP - EXPENSE   3   0


    TY 2015 OtherIncomeSchedule2
    Name:
    ISAIAH F EVERHART
    EIN:
    24-6021565
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    BLACKSTONE GROUP LP THE 104 0  
    ENTERPRISE PRODS PARTNERS L P COM UNIT 50 0  
    MULTIPLE PARTNERSHIPS   54  


    TY 2015 TaxesSchedule
    Name:
    ISAIAH F EVERHART
    EIN:
    24-6021565
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 39 39   0
    FEDERAL ESTIMATES - PRINCIPAL 428 0   0