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
ELEANOR HOUCK FBO EVANGELICAL CH
 
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

52-6066209
B Telephone number (see instructions)

(412) 762-9161
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$3,938,562
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... 87,094 87,094  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 265,538
b Gross sales price for all assets on line 6a 2,084,556
7 Capital gain net income (from Part IV, line 2)... 265,538
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 352,632 352,632  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 31,069 24,855   6,214
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)... 16,052 186   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).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 47,121 25,041 0 6,214
25 Contributions, gifts, grants paid....... 209,160 209,160
26 Total expenses and disbursements. Add lines 24 and 25 256,281 25,041 0 215,374
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 96,351
b Net investment income (if negative, enter -0-) 327,591
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............. 209,730 230,271 230,271
2 Savings and temporary cash investments.........      
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).......   1,278,953 1,716,127
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).......... 3,377,940 Click to see attachment2,174,296 1,992,164
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) 3,587,670 3,683,520 3,938,562
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........ 3,567,007 3,672,937
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 20,663 10,583
30 Total net assets or fund balances (see instructions)..... 3,587,670 3,683,520
31 Total liabilities and net assets/fund balances (see instructions). 3,587,670 3,683,520
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
3,587,670
2
Enter amount from Part I, line 27a .....................
2
96,351
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
3,684,021
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
501
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
3,683,520
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 330. DISCOVER FINANCIAL W/I   2011-03-25 2015-01-23
b 78. DISCOVER FINANCIAL W/I   2014-09-30 2015-01-23
c 1440. REGIONS FINANCIAL CORP   2013-04-26 2015-01-23
d 2701.147 DODGE & COX INTERNATIONAL STOCK FUND   2013-11-06 2015-01-26
e 3. HEALTH CARE SELECT SECTOR ETF LARGE CAP   2014-08-29 2015-01-30
1242. SECTOR SPDR TR SBI INT-TECH   2014-07-31 2015-01-30
76. SECTOR SPDR TR SHS BEN INT-UTILITIES   2014-12-01 2015-01-30
815. GENERAL ELEC CO COM     2015-02-03
158. UNITED RENTALS INC COM   2014-09-11 2015-02-03
1. MERCK & CO INC   2001-01-01 2015-02-05
340. GILEAD SCIENCES INC COM     2015-02-06
262. AMERICAN EXPRESS CO     2015-02-18
46. BOEING CO     2015-02-19
22. LOCKHEED MARTIN CORP   2013-11-22 2015-02-19
188. SOUTHWEST AIRLINES COM   2014-06-06 2015-02-19
186. EASTMAN CHEM CO   2014-06-03 2015-03-02
163. LYONDELLBASELL INDUSTRIES N.V. ISIN NL0009434992 SEDOL B3SPXZ3   2014-09-19 2015-03-02
28. AETNA INC NEW   2013-11-06 2015-03-03
20. ALLSTATE CORP   2014-10-14 2015-03-03
39. ALTRIA GROUP INC   2013-05-10 2015-03-03
9. AMERIPRISE FINANCIAL INC   2015-01-23 2015-03-03
19. AMGEN INC   2014-08-08 2015-03-03
60. APPLE INC     2015-03-03
13. BECTON DICKINSON & CO   2013-05-09 2015-03-03
10. BERKSHIRE HATHAWAY INC CLASS B   2015-02-06 2015-03-03
10. BOEING CO   2012-08-22 2015-03-03
23. CIGNA CORP   2014-07-18 2015-03-03
27. CVS CAREMARK CORP   2013-05-14 2015-03-03
99. CISCO SYS INC COM   2014-06-06 2015-03-03
10. CINTAS CORP   2015-02-03 2015-03-03
40. COMCAST CORPORATION CL A   2014-07-23 2015-03-03
27. CONOCOPHILLIPS   2014-08-12 2015-03-03
25. CONSTELLATION BRANDS INC CL A   2014-07-23 2015-03-03
24. DELTA AIR LINES INC   2013-07-02 2015-03-03
34. DISNEY WALT CO   2014-02-20 2015-03-03
19. DR PEPPER SNAPPLE GROUP INC   2014-10-14 2015-03-03
19. EOG RES INC     2015-03-03
13. EDWARDS LIFESCIENCES CORP   2015-02-06 2015-03-03
26. EXXON MOBIL CORP   2014-11-17 2015-03-03
27. FOOT LOCKER INC   2014-04-03 2015-03-03
48. GENERAL ELEC CO COM   2009-05-07 2015-03-03
3. GOOGLE INC CL A   2013-10-18 2015-03-03
26. HCA HOLDINGS INC   2014-08-08 2015-03-03
17. HANESBRANDS INC - W/I   2014-03-13 2015-03-03
19. HOME DEPOT INC COM     2015-03-03
10. HONEYWELL INTL INC   2015-02-03 2015-03-03
47. ISHARES TR S&P SMLCP GROW   2014-03-14 2015-03-03
49. J P MORGAN CHASE & CO COM   2014-09-30 2015-03-03
27. JOHNSON & JOHNSON COM   2011-05-27 2015-03-03
46. KROGER CO   2014-05-06 2015-03-03
14. L BRANDS INC   2014-09-26 2015-03-03
40. LINCOLN NATIONAL CORP   2014-09-12 2015-03-03
7. LOCKHEED MARTIN CORP   2013-11-22 2015-03-03
19. MAGNA INTERNATIONAL ISIN CA5592224011   2013-12-30 2015-03-03
11. MCKESSON HBOC INC COMMN     2015-03-03
31. MICROSOFT CORP   1996-05-22 2015-03-03
40. MICRON TECHNOLOGY INC   2014-09-30 2015-03-03
8. NORTHROP GRUMMAN CORPORATION   2015-02-19 2015-03-03
7. PPG INDS INC COM   2015-03-02 2015-03-03
29. PACKAGING CORP OF AMERICA COM   2014-03-19 2015-03-03
12. POLARIS INDS INC   2011-05-27 2015-03-03
41. PRINCIPAL FINANCIAL GROUP COM   2014-08-12 2015-03-03
27. PROCTER & GAMBLE CO   2013-02-08 2015-03-03
24. QUALCOMM     2015-03-03
581.926 T ROWE PRICE REAL ESTATE FUND FD 122   2013-11-06 2015-03-03
20. ST JUDE MEDICAL INC   2014-02-20 2015-03-03
28. SCHLUMBERGER LTD COM   2014-03-31 2015-03-03
41. SKYWORKS SOLUTIONS INC COM   2014-03-21 2015-03-03
12. SNAP-ON INC COM   2014-12-15 2015-03-03
30. SOUTHWEST AIRLINES COM   2014-06-06 2015-03-03
19. THE TRAVELERS COS INC   2014-05-02 2015-03-03
15. UNION PAC CORP COM   2012-10-24 2015-03-03
32. VERIZON COMMUNICATIONS COM   2013-04-26 2015-03-03
6. VISA INC CLASS A SHARES   2009-03-24 2015-03-03
32. VOYA FINL INC COM   2015-02-18 2015-03-03
58. WELLS FARGO & CO NEW COM   2009-04-22 2015-03-03
44. WISCONSIN ENERGY CORP   2013-11-06 2015-03-03
24. WYNDHAM WORLDWIDE CORP   2014-01-17 2015-03-03
52. INVESCO LTD ISIN BMG491BT1088 SEDOL B28XP76   2014-09-12 2015-03-03
15. ACE LIMITED NAME CHG 01/15/16 SEE H1467J104   2014-12-15 2015-03-03
35. TE CONNECTIVITY LTD SEDOL B62B7C3 ISIN CH0102993182   2014-06-25 2015-03-03
18. CHECK POINT SOFTWARE COM   2014-08-29 2015-03-03
28. NXP SEMICONDUCTORS ISIN NL0009538784 SEDOL B505PN7   2013-11-26 2015-03-03
23. ROYAL CARRIBEAN CRUISES LTD SEDOL 2754907 ISIN LR0008862868   2014-08-12 2015-03-03
173. EOG RES INC   2013-05-28 2015-03-17
474. MICRON TECHNOLOGY INC   2014-09-30 2015-03-27
93. SKYWORKS SOLUTIONS INC COM   2014-03-21 2015-03-27
89. NXP SEMICONDUCTORS ISIN NL0009538784 SEDOL B505PN7   2013-11-26 2015-03-27
1099. SECTOR SPDR TR SBI CONS STPLS     2015-03-31
1281. SECTOR SPDR TR SHS BEN INT-UTILITIES     2015-03-31
295. ROYAL CARRIBEAN CRUISES LTD SEDOL 2754907 ISIN LR0008862868   2014-08-12 2015-04-22
353. PACKAGING CORP OF AMERICA COM   2014-03-19 2015-04-28
1473.494 AMERICAN BEACON L/C VALU IS   2013-11-06 2015-04-30
201.518 ARTISAN FDS INC INTERNATIONAL   2015-03-03 2015-04-30
1393.622 ARTISAN FDS INC INTERNATIONAL   2008-01-22 2015-04-30
320.156 HARDING LOEVNER INTERNATIONAL EQUITY PORTFOLIO   2015-03-03 2015-04-30
1197.279 HARDING LOEVNER INTERNATIONAL EQUITY PORTFOLIO   2013-11-06 2015-04-30
2523.714 TEMPLETON INSTL FDS INC FOREIGN EQUITY SER     2015-04-30
354. PROCTER & GAMBLE CO     2015-05-05
34. ACE LIMITED NAME CHG 01/15/16 SEE H1467J104   2014-12-15 2015-05-13
195. ACE LIMITED NAME CHG 01/15/16 SEE H1467J104   2014-04-10 2015-05-13
429. DELTA AIR LINES INC   2013-07-02 2015-05-27
190. UNION PAC CORP COM     2015-05-27
126. QUALCOMM   2015-03-27 2015-06-02
296. QUALCOMM   2010-11-17 2015-06-02
449. SOUTHWEST AIRLINES COM   2014-06-06 2015-06-10
81. AETNA INC NEW     2015-07-13
58. CIGNA CORP   2014-07-18 2015-07-13
111. SKYWORKS SOLUTIONS INC COM   2014-03-21 2015-07-13
76. NXP SEMICONDUCTORS ISIN NL0009538784 SEDOL B505PN7   2013-11-26 2015-07-13
104. 3M COMPANY COM   2015-03-17 2015-07-20
142. POLARIS INDS INC     2015-07-27
17. SECTOR SPDR TR SBI CYCL TRANS   2015-03-31 2015-07-31
1314. SECTOR SPDR TR SBI INT-TECH   2015-03-31 2015-07-31
916. HANESBRANDS INC - W/I   2014-03-13 2015-08-05
133. SKYWORKS SOLUTIONS INC COM   2014-03-21 2015-08-05
350. CONOCOPHILLIPS     2015-08-12
32. CONOCOPHILLIPS   2014-08-12 2015-08-12
362. ALLSTATE CORP   2014-10-14 2015-08-14
142. BECTON DICKINSON & CO     2015-08-20
73. CIGNA CORP     2015-08-24
44. MCKESSON HBOC INC COMMN   2013-10-22 2015-08-24
488. ISHARES TR S&P SMLCAP 600   2015-07-31 2015-08-31
163. BERKSHIRE HATHAWAY INC CLASS B     2015-09-03
71. CONSTELLATION BRANDS INC CL A     2015-09-15
244. KROGER CO   2014-05-06 2015-09-15
104. MCKESSON HBOC INC COMMN     2015-09-15
754. HEALTH CARE SELECT SECTOR ETF LARGE CAP   2014-08-29 2015-09-30
17. HEALTH CARE SELECT SECTOR ETF LARGE CAP     2015-09-30
1128. SECTOR SPDR TR SBI CONS STPLS   2015-08-31 2015-09-30
13. AETNA INC NEW   2013-05-31 2015-10-02
30. ALTRIA GROUP INC   2013-05-10 2015-10-02
7. AMERIPRISE FINANCIAL INC   2015-01-23 2015-10-02
12. AMGEN INC   2014-08-08 2015-10-02
39. APPLE INC     2015-10-02
804.895 BLACKROCK STRATEGIC INCOME OPPORTUNITIES PORTFOLIO   2014-10-30 2015-10-02
7. BOEING CO   2012-08-22 2015-10-02
4. CIGNA CORP   2014-07-16 2015-10-02
18. CVS CAREMARK CORP   2013-05-14 2015-10-02
14. CELANESE CORP-SERIES A   2015-07-13 2015-10-02
84. CISCO SYS INC COM   2015-03-27 2015-10-02
14. CINTAS CORP   2015-05-27 2015-10-02
18.247 COLUMBIA ACORN INTL FUND CL Z   2014-03-14 2015-10-02
32. COMCAST CORPORATION CL A   2014-07-23 2015-10-02
11. CONSTELLATION BRANDS INC CL A   2014-05-15 2015-10-02
23. DISNEY WALT CO   2014-02-20 2015-10-02
20. DOW CHEMICAL CO   2015-04-28 2015-10-02
18. DR PEPPER SNAPPLE GROUP INC   2015-05-05 2015-10-02
872.355 EATON VANCE FLOATING RATE FUND CLASS I   2013-11-06 2015-10-02
9. EDWARDS LIFESCIENCES CORP   2015-02-06 2015-10-02
18. EXXON MOBIL CORP   2014-11-17 2015-10-02
19. FOOT LOCKER INC   2014-04-03 2015-10-02
8. GENERAL DYNAMICS CORP   2015-05-27 2015-10-02
39. GENERAL ELEC CO COM   2009-05-07 2015-10-02
8. GILEAD SCIENCES INC COM   2015-09-15 2015-10-02
6. GOLDMAN SACHS GROUP INC COM   2015-05-13 2015-10-02
63.688 GOLDMAN SACHS GRTH OPPOR INSTIT CLASS   2013-11-06 2015-10-02
3. GOOGLE INC CL A   2015-08-05 2015-10-02
22. HCA HOLDINGS INC   2014-08-08 2015-10-02
13. HOME DEPOT INC COM   2011-12-02 2015-10-02
13. HONEYWELL INTL INC   2015-07-20 2015-10-02
241. ISHARES CORE US AGGREGATE BOND ETF     2015-10-02
18. ISHARES TR S&P SMLCP GROW   2014-03-14 2015-10-02
31. J P MORGAN CHASE & CO COM   2015-08-14 2015-10-02
17. JOHNSON & JOHNSON COM   2011-05-27 2015-10-02
39. KROGER CO   2014-05-06 2015-10-02
13. L BRANDS INC   2014-09-26 2015-10-02
10. LAM RESEARCH CORP   2015-06-02 2015-10-02
26. LINCOLN NATIONAL CORP   2014-09-12 2015-10-02
5. LOCKHEED MARTIN CORP   2013-11-22 2015-10-02
27. MAGNA INTERNATIONAL ISIN CA5592224011   2013-12-30 2015-10-02
18. MICROSOFT CORP   1996-05-22 2015-10-02
18. MONDELEZ INTERNATIONAL   2015-09-15 2015-10-02
7. NIKE INC CL B   2015-08-05 2015-10-02
9. NORTHROP GRUMMAN CORPORATION   2015-07-20 2015-10-02
4. O REILLY AUTOMOTIVE INC   2015-07-27 2015-10-02
11. PPG INDS INC COM   2015-03-02 2015-10-02
15. PRINCIPAL FINANCIAL GROUP COM   2015-08-14 2015-10-02
4. PUBLIC STORAGE INC   2015-09-03 2015-10-02
42.792 ROWE T PRICE VALUE FD INC COM   2015-03-03 2015-10-02
241.949 T ROWE PRICE REAL ESTATE FUND FD 122   2013-11-06 2015-10-02
13. ST JUDE MEDICAL INC   2014-02-20 2015-10-02
24. SCHLUMBERGER LTD COM   2014-03-31 2015-10-02
174. SECTOR SPDR TR SBI CYCL TRANS   2015-03-31 2015-10-02
17. SKYWORKS SOLUTIONS INC COM   2014-03-21 2015-10-02
10. SNAP-ON INC COM   2015-05-27 2015-10-02
10. STANLEY BLACK & DECKER INC   2015-07-20 2015-10-02
263.717 TEMPLETON GLOBAL BOND FUND AD FUND   2013-05-30 2015-10-02
6. THERMO ELECTRON CORP COM   2015-08-20 2015-10-02
7. TRACTOR SUPPLY CO COM   2015-04-22 2015-10-02
8. THE TRAVELERS COS INC   2015-08-14 2015-10-02
2391.518 VANGUARD TOTL BD MKT IDX-ADM     2015-10-02
36. VERIZON COMMUNICATIONS COM   2013-04-26 2015-10-02
13. VISA INC CLASS A SHARES   2009-03-24 2015-10-02
23. VOYA FINL INC COM   2015-02-18 2015-10-02
30. WEC ENERGY GROUP INC     2015-10-02
41. WELLS FARGO & CO NEW COM   2009-04-22 2015-10-02
17. WYNDHAM WORLDWIDE CORP   2014-01-17 2015-10-02
7. ACCENTURE PLC CLASS A ISIN IE00B4BNMY34 SEDOL B4BNMY3   2015-07-13 2015-10-02
34. INVESCO LTD ISIN BMG491BT1088 SEDOL B28XP76   2014-09-12 2015-10-02
21. TE CONNECTIVITY LTD SEDOL B62B7C3 ISIN CH0102993182   2014-06-25 2015-10-02
13. CHECK POINT SOFTWARE COM   2014-08-29 2015-10-02
9. NXP SEMICONDUCTORS ISIN NL0009538784 SEDOL B505PN7   2013-11-26 2015-10-02
79. DISNEY WALT CO   2014-02-20 2015-10-15
405. VOYA FINL INC COM   2015-02-18 2015-10-15
107. WYNDHAM WORLDWIDE CORP     2015-10-15
379. HCA HOLDINGS INC     2015-10-27
1964. SECTOR SPDR TR SBI CYCL TRANS     2015-10-28
757. SPDR TR UNIT SER 1   2015-10-28 2015-11-30
116. 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 18,883   7,974 10,909
b 4,463   5,033 -570
c 13,048   12,082 966
d 116,122   114,475 1,647
e 210   191 19
49,979   48,667 1,312
3,711   3,521 190
19,869   13,625 6,244
14,046   18,138 -4,092
69   25 44
34,122   28,031 6,091
20,641   13,564 7,077
7,023   3,420 3,603
4,401   3,095 1,306
8,361   5,178 3,183
13,754   16,692 -2,938
13,940   18,578 -4,638
2,798   1,771 1,027
1,412   1,237 175
2,196   1,429 767
1,208   1,166 42
3,010   2,403 607
7,718   4,523 3,195
1,900   1,270 630
1,457   1,513 -56
1,568   728 840
2,801   2,203 598
2,792   1,609 1,183
2,939   2,462 477
837   805 32
2,392   2,185 207
1,744   2,167 -423
2,887   2,197 690
1,096   458 638
3,598   2,693 905
1,495   1,226 269
1,696   1,290 406
1,755   1,759 -4
2,269   2,459 -190
1,523   1,309 214
1,242   671 571
1,720   1,512 208
1,862   1,719 143
2,170   330 1,840
2,191   775 1,416
1,039   1,004 35
5,996   5,638 358
3,028   2,964 64
2,761   1,797 964
3,228   2,139 1,089
1,281   958 323
2,338   2,195 143
1,402   985 417
2,079   1,545 534
2,495   1,727 768
1,338   267 1,071
1,206   1,380 -174
1,312   1,354 -42
1,643   1,658 -15
2,378   2,061 317
1,854   628 1,226
2,123   2,069 54
2,290   2,052 238
1,722   1,194 528
16,212   12,802 3,410
1,355   1,360 -5
2,374   2,736 -362
3,691   1,563 2,128
1,770   1,594 176
1,321   826 495
2,039   1,735 304
1,778   911 867
1,584   1,712 -128
1,649   324 1,325
1,419   1,397 22
3,205   1,143 2,062
2,193   1,858 335
2,230   1,785 445
2,089   2,124 -35
1,704   1,692 12
2,536   2,132 404
1,502   1,262 240
2,752   1,195 1,557
1,825   1,394 431
15,024   11,326 3,698
12,447   16,358 -3,911
8,996   3,546 5,450
8,752   3,797 4,955
53,819   53,257 562
56,747   59,036 -2,289
21,675   17,874 3,801
24,198   25,082 -884
29,809   29,544 265
6,370   6,324 46
44,052   35,719 8,333
6,160   5,948 212
23,036   21,276 1,760
56,026   51,687 4,339
28,422   19,140 9,282
3,655   3,835 -180
20,965   19,383 1,582
18,049   8,192 9,857
19,451   7,834 11,617
8,720   8,489 231
20,486   14,256 6,230
15,717   12,368 3,349
9,230   5,060 4,170
9,041   5,556 3,485
11,171   4,232 6,939
7,037   3,242 3,795
16,328   17,078 -750
19,555   7,365 12,190
1,366   1,291 75
56,006   54,891 1,115
26,580   17,783 8,797
11,574   5,071 6,503
17,879   24,325 -6,446
1,635   2,569 -934
22,957   22,385 572
20,567   12,746 7,821
9,999   6,870 3,129
8,645   6,262 2,383
54,069   57,246 -3,177
21,673   24,452 -2,779
9,111   5,950 3,161
8,994   5,674 3,320
20,454   14,372 6,082
49,638   48,102 1,536
1,119   1,245 -126
53,049   53,403 -354
1,402   798 604
1,616   1,099 517
735   907 -172
1,643   1,518 125
4,199   2,716 1,483
8,001   8,242 -241
901   510 391
535   376 159
1,722   1,072 650
828   964 -136
2,139   2,281 -142
1,175   1,203 -28
725   846 -121
1,812   1,748 64
1,389   876 513
2,301   1,822 479
854   1,029 -175
1,410   1,366 44
7,563   8,008 -445
1,346   1,218 128
1,321   1,702 -381
1,309   921 388
1,086   1,122 -36
972   545 427
760   878 -118
1,020   1,206 -186
1,657   1,992 -335
1,900   1,997 -97
1,648   1,455 193
1,491   521 970
1,212   1,382 -170
26,534   26,602 -68
2,119   2,159 -40
1,814   2,091 -277
1,571   1,132 439
1,394   907 487
1,172   890 282
634   829 -195
1,184   1,427 -243
1,012   703 309
1,284   1,098 186
792   155 637
752   768 -16
853   817 36
1,473   1,529 -56
986   957 29
977   1,303 -326
689   857 -168
843   811 32
1,376   1,508 -132
6,332   5,323 1,009
813   884 -71
1,616   2,345 -729
12,793   13,212 -419
1,382   648 734
1,470   1,566 -96
956   1,079 -123
3,009   3,518 -509
722   797 -75
588   629 -41
778   857 -79
25,876   26,055 -179
1,525   1,926 -401
888   175 713
871   1,004 -133
1,558   870 688
2,029   808 1,221
1,202   1,265 -63
674   701 -27
1,030   1,388 -358
1,233   1,279 -46
1,023   912 111
749   384 365
8,418   6,258 2,160
15,757   17,684 -1,927
7,793   3,589 4,204
26,376   23,714 2,662
157,248   146,004 11,244
158,289   157,211 1,078
20,676   23,311 -2,635
      44,839
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       10,909
b       -570
c       966
d       1,647
e       19
      1,312
      190
      6,244
      -4,092
      44
      6,091
      7,077
      3,603
      1,306
      3,183
      -2,938
      -4,638
      1,027
      175
      767
      42
      607
      3,195
      630
      -56
      840
      598
      1,183
      477
      32
      207
      -423
      690
      638
      905
      269
      406
      -4
      -190
      214
      571
      208
      143
      1,840
      1,416
      35
      358
      64
      964
      1,089
      323
      143
      417
      534
      768
      1,071
      -174
      -42
      -15
      317
      1,226
      54
      238
      528
      3,410
      -5
      -362
      2,128
      176
      495
      304
      867
      -128
      1,325
      22
      2,062
      335
      445
      -35
      12
      404
      240
      1,557
      431
      3,698
      -3,911
      5,450
      4,955
      562
      -2,289
      3,801
      -884
      265
      46
      8,333
      212
      1,760
      4,339
      9,282
      -180
      1,582
      9,857
      11,617
      231
      6,230
      3,349
      4,170
      3,485
      6,939
      3,795
      -750
      12,190
      75
      1,115
      8,797
      6,503
      -6,446
      -934
      572
      7,821
      3,129
      2,383
      -3,177
      -2,779
      3,161
      3,320
      6,082
      1,536
      -126
      -354
      604
      517
      -172
      125
      1,483
      -241
      391
      159
      650
      -136
      -142
      -28
      -121
      64
      513
      479
      -175
      44
      -445
      128
      -381
      388
      -36
      427
      -118
      -186
      -335
      -97
      193
      970
      -170
      -68
      -40
      -277
      439
      487
      282
      -195
      -243
      309
      186
      637
      -16
      36
      -56
      29
      -326
      -168
      32
      -132
      1,009
      -71
      -729
      -419
      734
      -96
      -123
      -509
      -75
      -41
      -79
      -179
      -401
      713
      -133
      688
      1,221
      -63
      -27
      -358
      -46
      111
      365
      2,160
      -1,927
      4,204
      2,662
      11,244
      1,078
      -2,635
       
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 2 265,538
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 186,138 3,834,966 0.048537
2013      
2012      
2011      
2010      
2
Total of line 1, column (d) .....................
20.048537
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
0.048537
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
4,072,501
5
Multiply line 4 by line 3......................
5
197,667
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
3,276
7
Add lines 5 and 6........................
7
200,943
8
Enter qualifying distributions from Part XII, line 4.............
8
215,374
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 3,276
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 3,276
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 3,276
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 8,756
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 8,756
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 5,480
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet1,638 RefundedBullet 11 3,842
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)
    bulletMD
    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) 762-9161

    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
     
    No
    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 N A TRUSTEE
    6
    31,069    
    620 LIBERTY AVENUE
    PITTSBURGH,PA152222705
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    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
    4,134,519
    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
    4,134,519
    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
    4,134,519
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    62,018
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    4,072,501
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    203,625
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    203,625
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    3,276
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,276
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    200,349
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    200,349
    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
    200,349
    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
    215,374
    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
    215,374
    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
    3,276
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    212,098
    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 7 200,349
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only....... 0
    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...... 1,394
    fTotal of lines 3a through e........ 1,394
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 215,374
    a Applied to 2014, but not more than line 2a 0
    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..... 200,349
    e Remaining amount distributed out of corpus 15,025
    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 16,419
    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 ..........
    0
    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 ......
    16,419
    10 Analysis of line 9:
    a Excess from 2011.... 0
    b Excess from 2012.... 0
    c Excess from 2013.... 0
    d Excess from 2014.... 1,394
    e Excess from 2015.... 15,025
    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
    EVANGELICAL REF UN CH-CHRIST
    ATTN REV FREDERICK A WENNER
    15 WEST CHURCH STREET
    FREDERICK,MD217015408
    NONE PC GENERAL SUPPORT 209,160
    Total .................................bullet 3a 209,160
    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 87,094  
    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 ............
        18 265,538  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   352,632  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13352,632
    (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:
    ELEANOR HOUCK FBO EVANGELICAL CH
    EIN:
    52-6066209
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MUTUAL FUNDS - FIXED AT COST 665,074 635,666
    MUTUAL FUNDS - EQUITY AT COST 1,509,222 1,356,498

    TY 2015 OtherDecreasesSchedule
    Name:
    ELEANOR HOUCK FBO EVANGELICAL CH
    EIN:
    52-6066209
    Description Amount
    ROUNDING ADJ FOR SALES AND TRANSACTIONS 1
    ADJUST FMV TO BOOK VALUE 500


    TY 2015 TaxesSchedule
    Name:
    ELEANOR HOUCK FBO EVANGELICAL CH
    EIN:
    52-6066209
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 186 186   0
    FEDERAL TAX PAYMENT - PRIOR YE 7,110 0   0
    FEDERAL ESTIMATES - PRINCIPAL 8,756 0   0