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
W J AND C R WRIGHTON CHARITABLE
 
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

04-6757486
B Telephone number (see instructions)

(412) 762-2950
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$1,865,254J 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... 57,191 57,191  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 22,295
b Gross sales price for all assets on line 6a 1,260,517
7 Capital gain net income (from Part IV, line 2)... 22,295
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).......   -75  
12 Total. Add lines 1 through 11........ 79,486 79,411  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 20,826 16,661   4,165
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 47,807 51   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 28,666 1   70
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 97,299 16,713 0 4,235
25 Contributions, gifts, grants paid....... 237,419 237,419
26 Total expenses and disbursements. Add lines 24 and 25 334,718 16,713 0 241,654
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -255,232
b Net investment income (if negative, enter -0-) 62,698
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......... 86,298 97,570 97,570
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)....... 411,012 Click to see attachment450,986 553,136
c Investments—corporate bonds (attach schedule)....... 354,839 Click to see attachment151,928 161,237
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,211,860 Click to see attachment1,108,102 1,053,311
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) 2,064,009 1,808,586 1,865,254
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........ 2,055,404 1,795,651
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 8,605 12,935
30 Total net assets or fund balances (see instructions)..... 2,064,009 1,808,586
31 Total liabilities and net assets/fund balances (see instructions). 2,064,009 1,808,586
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
2,064,009
2
Enter amount from Part I, line 27a .....................
2
-255,232
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
15
4
Add lines 1, 2, and 3 ..........................
4
1,808,792
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
206
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
1,808,586
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 117. DISCOVER FINANCIAL W/I     2015-01-23
b 405. REGIONS FINANCIAL CORP     2015-01-23
c 662.784 AQR MANAGED FUTURES STRATEGY FUND CLASS I   2014-10-27 2015-01-26
d 233.819 DIAMOND HILL LONG-SHORT FUND CL I   2014-02-28 2015-01-26
e 82.371 DIAMOND HILL LONG-SHORT FUND CL I   2013-09-24 2015-01-26
682.668 DODGE & COX INTERNATIONAL STOCK FUND     2015-01-26
47. POWERSHARES DB AGRICULTURE FUND   2014-10-27 2015-01-26
224.783 T ROWE PRICE REAL ESTATE FUND FD 122   2014-10-27 2015-01-26
467. SECTOR SPDR TR SBI INT-TECH     2015-01-30
23. SECTOR SPDR TR SHS BEN INT-UTILITIES   2014-12-01 2015-01-30
230. GENERAL ELEC CO COM     2015-02-03
46. UNITED RENTALS INC COM     2015-02-03
96. GILEAD SCIENCES INC COM     2015-02-06
69. AMERICAN EXPRESS CO   2012-05-09 2015-02-18
5. AMERICAN EXPRESS CO   2014-12-04 2015-02-18
3. BOEING CO   2014-12-04 2015-02-19
11. BOEING CO   2012-08-21 2015-02-19
6. LOCKHEED MARTIN CORP     2015-02-19
52. SOUTHWEST AIRLINES COM     2015-02-19
53. EASTMAN CHEM CO     2015-03-02
47. LYONDELLBASELL INDUSTRIES N.V. ISIN NL0009434992 SEDOL B3SPXZ3     2015-03-02
1. AMERICAN INTERNATIONAL GROUP INC   2001-01-01 2015-03-13
52. EOG RES INC     2015-03-17
146. MICRON TECHNOLOGY INC     2015-03-27
29. SKYWORKS SOLUTIONS INC COM     2015-03-27
27. NXP SEMICONDUCTORS ISIN NL0009538784 SEDOL B505PN7     2015-03-27
8. HEALTH CARE SELECT SECTOR ETF LARGE CAP   2014-12-04 2015-03-31
406. SECTOR SPDR TR SBI CONS STPLS   2015-01-30 2015-03-31
415. SECTOR SPDR TR SHS BEN INT-UTILITIES     2015-03-31
90. ROYAL CARRIBEAN CRUISES LTD SEDOL 2754907 ISIN LR0008862868     2015-04-22
114.849 AQR MANAGED FUTURES STRATEGY FUND CLASS I   2014-10-27 2015-04-27
259.73 EATON VANCE GLOBAL MACRO ABSOLUTE RETURN FUND   2013-07-09 2015-04-27
353.736 GOLDMAN SACHS ABSOLUTE RETURN TRACKER FUND CL I   2015-01-26 2015-04-27
166.735 JP MORGAN RESEARCH MARKET NEUTRAL FUND INSTITUTIONAL   2015-01-26 2015-04-27
113.272 T ROWE PRICE REAL ESTATE FUND FD 122   2014-10-27 2015-04-27
5. SPDR GOLD TRUST ETF   2015-01-26 2015-04-27
107. PACKAGING CORP OF AMERICA COM     2015-04-28
751.842 AMERICAN BEACON L/C VALU IS     2015-04-30
209.489 ARTISAN FDS INC INTERNATIONAL     2015-04-30
814.037 HARDING LOEVNER INTERNATIONAL EQUITY PORTFOLIO     2015-04-30
300.463 TEMPLETON INSTL FDS INC FOREIGN EQUITY SER   2015-01-26 2015-04-30
6. PROCTER & GAMBLE CO   2014-12-04 2015-05-05
101. PROCTER & GAMBLE CO     2015-05-05
70. ACE LIMITED NAME CHG 01/15/16 SEE H1467J104     2015-05-13
131. DELTA AIR LINES INC     2015-05-27
55. UNION PAC CORP COM   2010-05-27 2015-05-27
4. UNION PAC CORP COM   2014-12-04 2015-05-27
43. QUALCOMM     2015-06-02
85. QUALCOMM     2015-06-02
137. SOUTHWEST AIRLINES COM   2014-10-28 2015-06-10
25. AETNA INC NEW     2015-07-13
18. CIGNA CORP     2015-07-13
34. SKYWORKS SOLUTIONS INC COM   2014-10-28 2015-07-13
23. NXP SEMICONDUCTORS ISIN NL0009538784 SEDOL B505PN7   2014-10-28 2015-07-13
31. 3M COMPANY COM   2015-03-17 2015-07-20
435.806 DRIEHAUS ACTIVE INCOME FUND FUND 640   2015-04-27 2015-07-24
1107.726 GOLDMAN SACHS ABSOLUTE RETURN TRACKER FUND CL I   2015-01-26 2015-07-24
23. ISHARES TIPS BOND ETF   2015-04-27 2015-07-24
261.865 NEUBERGER BERMAN REAL ESTATE FUND CLASS I     2015-07-24
5. SPDR GOLD TRUST ETF   2015-01-26 2015-07-24
44. POLARIS INDS INC     2015-07-27
6. SECTOR SPDR TR SBI CYCL TRANS   2015-03-31 2015-07-31
468. SECTOR SPDR TR SBI INT-TECH   2015-03-31 2015-07-31
276. HANESBRANDS INC - W/I     2015-08-05
40. SKYWORKS SOLUTIONS INC COM   2014-10-28 2015-08-05
7. CONOCOPHILLIPS   2014-12-04 2015-08-12
109. CONOCOPHILLIPS   2012-08-21 2015-08-12
110. ALLSTATE CORP     2015-08-14
44. BECTON DICKINSON & CO     2015-08-20
23. CIGNA CORP   2014-10-28 2015-08-24
15. MCKESSON HBOC INC COMMN     2015-08-24
5523.241 FIDELITY ADVISOR FLOATING HIGH INCOME FUND I     2015-08-26
242. PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND FUND   2013-07-09 2015-08-26
174. ISHARES TR S&P SMLCAP 600   2015-07-31 2015-08-31
15. ISHARES CORE US AGGREGATE BOND ETF   2014-10-28 2015-09-02
4. ISHARES TR S&P SMLCP GROW   2014-12-04 2015-09-02
76.875 VANGUARD TOTL BD MKT IDX-ADM   2014-10-28 2015-09-02
23. CONSTELLATION BRANDS INC CL A     2015-09-15
73. KROGER CO     2015-09-15
31. MCKESSON HBOC INC COMMN   2014-10-28 2015-09-15
290. HEALTH CARE SELECT SECTOR ETF LARGE CAP     2015-09-30
418. SECTOR SPDR TR SBI CONS STPLS     2015-09-30
49. BERKSHIRE HATHAWAY INC CLASS B     2015-10-05
10. DISNEY WALT CO     2015-10-15
16. DISNEY WALT CO   2012-12-07 2015-10-15
25000. TYCO INTERNATIONAL FIN SEDOL B3SLHH1 ISIN US902118BN73   2011-02-15 2015-10-15
134. VOYA FINL INC COM     2015-10-15
27. WYNDHAM WORLDWIDE CORP   2013-03-27 2015-10-15
9. WYNDHAM WORLDWIDE CORP     2015-10-15
3. CVS CAREMARK CORP   2015-09-02 2015-10-16
3. FOOT LOCKER INC   2015-09-02 2015-10-16
19.388 HARDING LOEVNER INTERNATIONAL EQUITY PORTFOLIO   2014-10-28 2015-10-16
54. ISHARES MSCI EMERGING MKTS INDEX FUND   2014-10-28 2015-10-16
45.786 MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND CLASS I   2014-12-04 2015-10-16
2.985 ROWE T PRICE VALUE FD INC COM   2014-12-04 2015-10-16
57.193 T ROWE PRICE REAL ESTATE FUND FD 122   2014-12-04 2015-10-16
6. SECTOR SPDR TR SBI CYCL TRANS   2015-03-31 2015-10-16
157.075 AQR MANAGED FUTURES STRATEGY FUND CLASS I   2015-07-24 2015-10-27
127.127 DIAMOND HILL LONG-SHORT FUND CL I   2015-04-27 2015-10-27
910.429 EATON VANCE GLOBAL MACRO ABSOLUTE RETURN FUND     2015-10-27
532.761 EATON VANCE GLOBAL MACRO ABSOLUTE RETURN FUND   2013-07-09 2015-10-27
125. HCA HOLDINGS INC     2015-10-27
254.703 ASG GLOBAL ALTERNATIVES FUND CL Y     2015-10-27
789. SECTOR SPDR TR SBI CYCL TRANS     2015-10-28
3. NXP SEMICONDUCTORS ISIN NL0009538784 SEDOL B505PN7   2015-09-02 2015-11-02
60. NXP SEMICONDUCTORS ISIN NL0009538784 SEDOL B505PN7   2014-10-28 2015-11-02
9. AETNA INC NEW   2014-10-28 2015-11-06
3. AETNA INC NEW   2015-09-02 2015-11-06
12. ALTRIA GROUP INC     2015-11-06
12. ALTRIA GROUP INC   2014-10-28 2015-11-06
11. AMERICAN ELECTRIC POWER INC   2015-10-15 2015-11-06
7. AMERIPRISE FINANCIAL INC   2015-01-23 2015-11-06
4. AMGEN INC   2014-02-28 2015-11-06
7. AMGEN INC     2015-11-06
18. APPLE INC     2015-11-06
12. APPLE INC   2007-01-24 2015-11-06
4. BOEING CO   2012-08-21 2015-11-06
3. BOEING CO   2015-10-16 2015-11-06
3. CIGNA CORP   2015-09-02 2015-11-06
5. CIGNA CORP   2014-10-28 2015-11-06
7. CVS CAREMARK CORP     2015-11-06
7. CVS CAREMARK CORP   2014-10-28 2015-11-06
14. CELANESE CORP-SERIES A   2015-10-27 2015-11-06
69. CISCO SYS INC COM     2015-11-06
13. CINTAS CORP   2015-05-27 2015-11-06
42.94 COLUMBIA ACORN INTL FUND CL Z   2014-10-28 2015-11-06
10. COMCAST CORPORATION CL A   2011-11-10 2015-11-06
13. COMCAST CORPORATION CL A     2015-11-06
10. CONSTELLATION BRANDS INC CL A   2014-10-28 2015-11-06
62. DB X-TRACKERS MSCI JAPAN HDG ETF   2015-04-30 2015-11-06
24. D R HORTON INC   2015-10-15 2015-11-06
15. DISNEY WALT CO   2012-12-07 2015-11-06
19. DOW CHEMICAL CO   2015-04-28 2015-11-06
18. DR PEPPER SNAPPLE GROUP INC     2015-11-06
11. EDWARDS LIFESCIENCES CORP     2015-11-06
15. EXXON MOBIL CORP   2014-11-17 2015-11-06
9. FOOT LOCKER INC   2014-10-28 2015-11-06
6. FOOT LOCKER INC   2014-12-04 2015-11-06
6. GENERAL DYNAMICS CORP   2015-05-27 2015-11-06
7. GENERAL ELEC CO COM   2015-10-16 2015-11-06
29. GENERAL ELEC CO COM   2014-10-28 2015-11-06
9. GILEAD SCIENCES INC COM   2015-09-15 2015-11-06
4. GOLDMAN SACHS GROUP INC COM   2015-05-13 2015-11-06
116.299 HARDING LOEVNER INTERNATIONAL EQUITY PORTFOLIO   2014-10-28 2015-11-06
4. HOME DEPOT INC COM   2012-02-28 2015-11-06
4. HOME DEPOT INC COM   2014-12-04 2015-11-06
12. HONEYWELL INTL INC   2015-07-20 2015-11-06
66. ISHARES MSCI EMERGING MKTS INDEX FUND   2014-10-28 2015-11-06
4. ISHARES MSCI EMERGING MKTS INDEX FUND   2014-12-04 2015-11-06
9. ISHARES TR S&P SMLCP VALU   2014-12-04 2015-11-06
10. ISHARES TR S&P SMLCP VALU   2014-10-28 2015-11-06
8. ISHARES TR S&P SMLCP GROW     2015-11-06
10. ISHARES TR S&P SMLCP GROW   2014-10-28 2015-11-06
36. J P MORGAN CHASE & CO COM     2015-11-06
9. JOHNSON & JOHNSON COM     2015-11-06
6. JOHNSON & JOHNSON COM   2001-05-16 2015-11-06
38. KROGER CO   2014-10-28 2015-11-06
5. L BRANDS INC   2014-10-28 2015-11-06
6. L BRANDS INC     2015-11-06
10. LAM RESEARCH CORP   2015-06-02 2015-11-06
13. LINCOLN NATIONAL CORP   2014-10-28 2015-11-06
11. LINCOLN NATIONAL CORP   2014-12-04 2015-11-06
3. LOCKHEED MARTIN CORP   2014-10-28 2015-11-06
13. MAGNA INTERNATIONAL ISIN CA5592224011   2014-10-28 2015-11-06
8. MAGNA INTERNATIONAL ISIN CA5592224011   2014-12-04 2015-11-06
140.065 MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND CLASS I     2015-11-06
206.469 MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND CLASS I   2014-12-04 2015-11-06
7. MICROSOFT CORP   1998-01-21 2015-11-06
11. MICROSOFT CORP     2015-11-06
17. MONDELEZ INTERNATIONAL   2015-09-15 2015-11-06
10. NIKE INC CL B   2015-08-05 2015-11-06
9. NORTHROP GRUMMAN CORPORATION   2015-07-20 2015-11-06
4. O REILLY AUTOMOTIVE INC   2015-07-27 2015-11-06
11. PPG INDS INC COM   2015-03-02 2015-11-06
31. PFIZER INC COM   2015-10-27 2015-11-06
26. PRINCIPAL FINANCIAL GROUP COM   2015-08-14 2015-11-06
4. PUBLIC STORAGE INC   2015-10-05 2015-11-06
66.549 ROWE T PRICE VALUE FD INC COM   2014-10-28 2015-11-06
54.23 ROWE T PRICE VALUE FD INC COM   2014-12-04 2015-11-06
39.965 T ROWE PRICE REAL ESTATE FUND FD 122   2014-12-04 2015-11-06
109.27 T ROWE PRICE REAL ESTATE FUND FD 122   2014-10-28 2015-11-06
41. SPDR TR UNIT SER 1   2015-10-28 2015-11-06
8. ST JUDE MEDICAL INC     2015-11-06
4. ST JUDE MEDICAL INC   2014-10-28 2015-11-06
16. SCHLUMBERGER LTD COM   2014-10-28 2015-11-06
8. SKYWORKS SOLUTIONS INC COM   2014-10-28 2015-11-06
10. SNAP-ON INC COM     2015-11-06
10. STANLEY BLACK & DECKER INC   2015-07-20 2015-11-06
123.757 TEMPLETON INSTL FDS INC FOREIGN EQUITY SER     2015-11-06
8. THERMO ELECTRON CORP COM   2015-08-20 2015-11-06
17. TOTAL FINA S A   2015-08-12 2015-11-06
10. TRACTOR SUPPLY CO COM   2015-04-22 2015-11-06
12. THE TRAVELERS COS INC   2015-08-14 2015-11-06
7. UNIVERSAL HEALTH SERVICES INC CLASS B   2015-08-24 2015-11-06
27. VERIZON COMMUNICATIONS COM   2015-05-05 2015-11-06
6. VISA INC CLASS A SHARES   2013-03-27 2015-11-06
6. VISA INC CLASS A SHARES   2015-09-02 2015-11-06
10. WEC ENERGY GROUP INC   2009-03-31 2015-11-06
13. WEC ENERGY GROUP INC     2015-11-06
18. WELLS FARGO & CO NEW COM     2015-11-06
14. WELLS FARGO & CO NEW COM   2010-05-27 2015-11-06
9. WYNDHAM WORLDWIDE CORP   2013-03-27 2015-11-06
7. ACCENTURE PLC CLASS A ISIN IE00B4BNMY34 SEDOL B4BNMY3   2015-07-13 2015-11-06
14. INVESCO LTD ISIN BMG491BT1088 SEDOL B28XP76   2012-05-09 2015-11-06
17. INVESCO LTD ISIN BMG491BT1088 SEDOL B28XP76     2015-11-06
8. TE CONNECTIVITY LTD SEDOL B62B7C3 ISIN CH0102993182   2014-10-28 2015-11-06
11. TE CONNECTIVITY LTD SEDOL B62B7C3 ISIN CH0102993182     2015-11-06
5. CHECK POINT SOFTWARE COM   2014-10-28 2015-11-06
5. CHECK POINT SOFTWARE COM   2014-12-04 2015-11-06
32. AETNA INC NEW   2014-10-28 2015-11-13
85.693 AMERICAN BEACON L/C VALU IS   2014-10-28 2015-11-13
121.959 ARTISAN INTERNATIONAL FD-ADV   2014-10-28 2015-11-13
72.814 BLACKROCK STRATEGIC INCOME OPPORTUNITIES PORTFOLIO   2014-10-28 2015-11-13
592.696 BLACKROCK STRATEGIC INCOME OPPORTUNITIES PORTFOLIO   2014-12-04 2015-11-13
11. CIGNA CORP   2014-10-28 2015-11-13
4. DB X-TRACKERS MSCI JAPAN HDG ETF   2015-04-30 2015-11-13
149. DEUTSCHE X-TRACKERS MSCI EUR ETF   2015-04-30 2015-11-13
736.624 EATON VANCE FLOATING RATE FUND CLASS I   2014-10-28 2015-11-13
113.612 GOLDMAN SACHS MID CAP VALUE FD CL I   2014-10-28 2015-11-13
177.934 GOLDMAN SACHS GRTH OPPOR INSTIT CLASS   2014-10-28 2015-11-13
1.148 HARDING LOEVNER INTERNATIONAL EQUITY PORTFOLIO   2014-10-28 2015-11-13
173. ISHARES CORE US AGGREGATE BOND ETF   2014-10-28 2015-11-13
135. MAGNA INTERNATIONAL ISIN CA5592224011   2014-10-28 2015-11-13
3. MAGNA INTERNATIONAL ISIN CA5592224011   2015-09-02 2015-11-13
619.291 TEMPLETON GLOBAL BOND FUND AD FUND   2014-10-28 2015-11-13
1677.525 VANGUARD TOTL BD MKT IDX-ADM   2014-10-28 2015-11-13
69. ST JUDE MEDICAL INC   2014-10-28 2015-11-20
263. SPDR TR UNIT SER 1   2015-10-28 2015-11-30
75000. CON EDISON CO OF NY SR UNSEC   2009-09-30 2015-12-15
100000. PROCTER & GAMBLE CO BDS   2008-11-26 2015-12-15
33. GOLDMAN SACHS GROUP INC COM   2015-05-13 2015-12-18
52. EDWARDS LIFESCIENCES CORP   2015-02-06 2015-12-21
25. SNAP-ON INC COM     2015-12-21
2. SNAP-ON INC COM   2015-09-02 2015-12-21
2859.372 BLACKROCK STRATEGIC INCOME OPPORTUNITIES PORTFOLIO   2014-10-28 2015-12-24
4826.582 EATON VANCE FLOATING RATE FUND CLASS I   2014-02-28 2015-12-24
61. NIKE INC CL B     2015-12-24
3907.717 TEMPLETON GLOBAL BOND FUND AD FUND     2015-12-24
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 6,695   7,381 -686
b 3,670   3,888 -218
c 7,403   6,893 510
d 5,549   5,280 269
e 1,955   1,760 195
29,348   29,915 -567
1,104   1,093 11
6,561   5,730 831
18,793   18,586 207
1,123   1,066 57
5,607   5,937 -330
4,089   4,979 -890
9,634   10,771 -1,137
5,436   4,117 1,319
394   459 -65
458   396 62
1,679   812 867
1,200   1,117 83
2,313   1,859 454
3,919   4,043 -124
4,019   4,116 -97
28     28
4,516   4,706 -190
3,834   4,776 -942
2,805   1,750 1,055
2,655   1,853 802
587   562 25
19,882   19,668 214
18,384   19,225 -841
6,613   5,918 695
1,331   1,194 137
2,449   2,459 -10
3,332   3,265 67
2,538   2,569 -31
3,130   2,887 243
575   615 -40
7,335   7,525 -190
15,210   14,532 678
6,622   6,347 275
15,662   14,630 1,032
6,670   6,120 550
482   543 -61
8,109   4,302 3,807
7,526   7,682 -156
5,511   5,276 235
5,631   1,956 3,675
410   479 -69
2,976   2,939 37
5,883   3,253 2,630
4,796   4,706 90
2,849   2,002 847
2,806   1,727 1,079
3,422   1,881 1,541
2,130   1,528 602
4,867   5,090 -223
4,511   4,572 -61
10,269   10,224 45
2,577   2,645 -68
3,734   4,032 -298
519   615 -96
6,059   6,559 -500
482   456 26
19,947   19,550 397
8,009   7,597 412
3,481   2,213 1,268
358   491 -133
5,568   6,225 -657
6,976   7,009 -33
6,373   5,590 783
3,150   2,100 1,050
2,947   3,029 -82
52,360   54,950 -2,590
23,483   25,025 -1,542
19,279   20,411 -1,132
1,634   1,653 -19
487   478 9
825   836 -11
2,951   2,197 754
2,691   2,087 604
6,097   6,191 -94
19,092   19,060 32
19,658   19,781 -123
6,460   7,354 -894
1,066   955 111
1,705   788 917
25,000   25,000  
5,213   5,845 -632
1,966   1,730 236
656   734 -78
309   302 7
209   214 -5
339   347 -8
1,950   2,241 -291
863   942 -79
101   114 -13
1,565   1,524 41
468   456 12
1,734   1,695 39
3,055   3,125 -70
8,340   8,529 -189
4,880   5,045 -165
8,699   8,918 -219
2,751   2,946 -195
63,171   58,724 4,447
229   249 -20
4,577   3,985 592
964   690 274
321   338 -17
681   617 64
681   568 113
593   642 -49
837   907 -70
639   503 136
1,118   1,114 4
2,180   2,080 100
1,453   149 1,304
591   295 296
444   412 32
398   415 -17
663   457 206
691   637 54
691   595 96
997   973 24
1,961   1,896 65
1,181   1,117 64
1,782   1,928 -146
610   221 389
793   731 62
1,322   892 430
2,510   2,633 -123
699   700 -1
1,736   739 997
983   977 6
1,555   1,369 186
1,720   1,494 226
1,255   1,418 -163
599   497 102
399   342 57
876   841 35
208   204 4
860   748 112
971   988 -17
792   804 -12
2,068   2,081 -13
503   189 314
503   393 110
1,243   1,276 -33
2,324   2,739 -415
141   164 -23
1,031   1,040 -9
1,145   1,116 29
1,042   976 66
1,303   1,161 142
2,459   2,407 52
914   927 -13
609   300 309
1,421   1,036 385
485   353 132
582   503 79
766   829 -63
740   669 71
626   619 7
650   550 100
628   629 -1
386   446 -60
2,588   2,802 -214
3,816   4,247 -431
384   120 264
603   518 85
759   725 34
1,318   1,168 150
1,652   1,529 123
1,091   957 134
1,128   1,303 -175
1,051   1,086 -35
1,341   1,486 -145
905   881 24
2,298   2,421 -123
1,873   2,074 -201
1,083   1,065 18
2,962   2,794 168
8,593   8,515 78
516   553 -37
258   242 16
1,255   1,532 -277
691   443 248
1,698   1,564 134
1,069   1,079 -10
2,492   2,521 -29
1,072   1,063 9
843   857 -14
933   898 35
1,358   1,285 73
871   965 -94
1,231   1,360 -129
472   253 219
472   415 57
493   208 285
641   637 4
1,002   965 37
779   409 370
733   577 156
742   701 41
476   328 148
578   647 -69
533   459 74
732   692 40
417   368 49
417   385 32
3,276   2,453 823
1,557   1,651 -94
3,517   3,651 -134
725   746 -21
5,897   6,105 -208
1,441   1,004 437
162   170 -8
3,893   4,365 -472
6,342   6,622 -280
4,380   5,416 -1,036
4,625   5,804 -1,179
20   21 -1
18,758   19,065 -307
5,983   6,530 -547
133   143 -10
7,289   8,175 -886
17,933   18,251 -318
4,277   4,178 99
54,993   54,619 374
75,000   75,000  
100,000   100,000  
5,882   6,632 -750
4,090   3,518 572
4,157   3,314 843
333   309 24
27,965   29,280 -1,315
40,543   44,308 -3,765
3,807   3,622 185
45,056   54,338 -9,282
      12,613
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       -686
b       -218
c       510
d       269
e       195
      -567
      11
      831
      207
      57
      -330
      -890
      -1,137
      1,319
      -65
      62
      867
      83
      454
      -124
      -97
      28
      -190
      -942
      1,055
      802
      25
      214
      -841
      695
      137
      -10
      67
      -31
      243
      -40
      -190
      678
      275
      1,032
      550
      -61
      3,807
      -156
      235
      3,675
      -69
      37
      2,630
      90
      847
      1,079
      1,541
      602
      -223
      -61
      45
      -68
      -298
      -96
      -500
      26
      397
      412
      1,268
      -133
      -657
      -33
      783
      1,050
      -82
      -2,590
      -1,542
      -1,132
      -19
      9
      -11
      754
      604
      -94
      32
      -123
      -894
      111
      917
       
      -632
      236
      -78
      7
      -5
      -8
      -291
      -79
      -13
      41
      12
      39
      -70
      -189
      -165
      -219
      -195
      4,447
      -20
      592
      274
      -17
      64
      113
      -49
      -70
      136
      4
      100
      1,304
      296
      32
      -17
      206
      54
      96
      24
      65
      64
      -146
      389
      62
      430
      -123
      -1
      997
      6
      186
      226
      -163
      102
      57
      35
      4
      112
      -17
      -12
      -13
      314
      110
      -33
      -415
      -23
      -9
      29
      66
      142
      52
      -13
      309
      385
      132
      79
      -63
      71
      7
      100
      -1
      -60
      -214
      -431
      264
      85
      34
      150
      123
      134
      -175
      -35
      -145
      24
      -123
      -201
      18
      168
      78
      -37
      16
      -277
      248
      134
      -10
      -29
      9
      -14
      35
      73
      -94
      -129
      219
      57
      285
      4
      37
      370
      156
      41
      148
      -69
      74
      40
      49
      32
      823
      -94
      -134
      -21
      -208
      437
      -8
      -472
      -280
      -1,036
      -1,179
      -1
      -307
      -547
      -10
      -886
      -318
      99
      374
       
       
      -750
      572
      843
      24
      -1,315
      -3,765
      185
      -9,282
       
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 22,295
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      
2013      
2012      
2011      
2010      
2
Total of line 1, column (d) .....................
2  
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
 
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
 
5
Multiply line 4 by line 3......................
5
 
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
 
7
Add lines 5 and 6........................
7
 
8
Enter qualifying distributions from Part XII, line 4.............
8
 
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 1,254
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 1,254
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 1,254
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 8,840
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 8,840
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 7,586
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet628 RefundedBullet 11 6,958
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)
    bulletMA
    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 addressbulletN/A
    14
    The books are in care ofbulletPNC BANK NA Telephone no.bullet (412) 762-2950

    Located atbullet620 LIBERTY AVENUE 10TH FLPITTSBURGHPA ZIP+4bullet15222
    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
    4     		20,826    
    620 LIBERTY AVENUE
    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
    2,159,041
    b
    Average of monthly cash balances.......................
    1b
    0
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,159,041
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    2,159,041
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    32,386
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    2,126,655
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    106,333
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    106,333
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    1,254
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,254
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    105,079
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    105,079
    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
    105,079
    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
    241,654
    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
    241,654
    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
    241,654
    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 7 105,079
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only....... 98,484
    b Total for prior years:2013, 20, 20 38,200
    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$ 241,654
    a Applied to 2014, but not more than line 2a 98,484
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		38,200
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2015 distributable amount..... 104,970
    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 ..........     		109
    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
    HARRINGTON MEMORIAL HOSPITAL
    SOUTH STREET
    SOUTHBRIDGE,MA01550     		NONE PC GENERAL SUPPORT 47,484
    THE SALVATION ARMY
    440 WEST NYACK ROAD
    WEST NYACK,NY109941753     		NONE PC GENERAL SUPPORT 8,903
    AMERICAN CANCER SOCIETY INC
    PO BOX 720366
    OKLAHOMA CITY,OK731720366     		NONE PC GENERAL SUPPORT 8,903
    NORTHFIELD MOUNT HERMON SCHOOL
    ONE LAMPLIGHTER WAY
    MOUNT HERMAN,MA013549637     		NONE PC GENERAL SUPPORT 8,903
    AMERICAN RED CROSS
    2025 E STREET NW
    WASHINGTON,DC20006     		NONE PC GENERAL SUPPORT 23,742
    UNITED WAY SOUTHBRIDGE
    155 MAIN ST 2ND FL
    SOUTHBRIDGE,MA015502524     		NONE PC GENERAL SUPPORT 23,742
    ELM ST CONGREGATIONAL CHURCH
    PO BOX 723
    SOUTHBRIDGE,MA015500723     		NONE PC GENERAL SUPPORT 59,355
    MARCH OF DIMES
    1275 MAMARONECK AVENUE
    WHITE PLAINS,NY10605     		NONE PC GENERAL SUPPORT 8,903
    WOMEN'S FELLOWSHIP OF THE
    ELM STREET CONGREGATIONAL CHURCH
    SOUTHBRIDGE,MA015500723     		NONE PC GENERAL SUPPORT 47,484
    Total .................................bullet 3a 237,419
    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 57,191  
    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 22,295  
    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)..   79,486  
    13Total. Add line 12, columns (b), (d), and (e)..................
    1379,486
    (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 InvestmentsCorpBondsSchedule
    Name:
    W J AND C R WRIGHTON CHARITABLE
    EIN:
    04-6757486
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CORPORATE BONDS 151,928 161,237

    TY 2015 InvestmentsCorpStockSchedule
    Name:
    W J AND C R WRIGHTON CHARITABLE
    EIN:
    04-6757486
    Name of Stock End of Year Book Value End of Year Fair Market Value
    COMMON STOCK 450,986 553,136

    TY 2015 InvestmentsOtherSchedule2
    Name:
    W J AND C R WRIGHTON CHARITABLE
    EIN:
    04-6757486
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MUTUAL FUNDS - FIXED AT COST 533,722 515,209
    MUTUAL FUNDS - EQUITY AT COST 574,380 538,102

    TY 2015 OtherDecreasesSchedule
    Name:
    W J AND C R WRIGHTON CHARITABLE
    EIN:
    04-6757486
    Description Amount
    PARTNERSHIP ADJUSTMENT 113
    COST BASIS ADJUSTMENTS 93


    TY 2015 OtherExpensesSchedule
    Name:
    W J AND C R WRIGHTON CHARITABLE
    EIN:
    04-6757486
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    STATE FILING FEES 70 0   70
    MISCELLANEOUS FEES 28,596 0   0
    PARTNERSHIP - EXPENSE   1   0


    TY 2015 OtherIncomeSchedule2
    Name:
    W J AND C R WRIGHTON CHARITABLE
    EIN:
    04-6757486
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    POWERSHARES DB AGRICULTURE FUND   -75  


    TY 2015 OtherIncreasesSchedule
    Name:
    W J AND C R WRIGHTON CHARITABLE
    EIN:
    04-6757486
    Description Amount
    ROUNDING ADJ FOR SALES AND TRANSACTIONS 2
    PRIOR YEAR AMORTIZATION 13


    TY 2015 TaxesSchedule
    Name:
    W J AND C R WRIGHTON CHARITABLE
    EIN:
    04-6757486
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 51 51   0
    FEDERAL TAX PAYMENT - PRIOR YE 38,916 0   0
    FEDERAL ESTIMATES - PRINCIPAL 8,840 0   0