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.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2019
Open to Public Inspection
For calendar year 2019, or tax year beginning 12-01-2017 , and ending 11-30-2018
Name of foundation
DR LOUIS A AND ANNE B SCHNEIDER FDN
 
Number and street (or P.O. box number if mail is not delivered to street address)116 ALLEGHENY CENTER MALL P8YB3502L
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH, PA15212
A Employer identification number

31-1193706
B Telephone number (see instructions)

(412) 768-9969
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... 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$14,282,850J 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.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 345,155 345,287  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 671,146
b Gross sales price for all assets on line 6a 4,551,246
7 Capital gain net income (from Part IV, line 2)... 671,146
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)....... Click to see attachment 14,344 -59,297  
12 Total. Add lines 1 through 11........ 1,030,645 957,136  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 116,795 58,398   58,398
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 28,369 3,313   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 282 -8,027    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 145,446 53,684 0 58,398
25 Contributions, gifts, grants paid....... 613,737 613,737
26 Total expenses and disbursements. Add lines 24 and 25 759,183 53,684 0 672,135
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 271,462
b Net investment income (if negative, enter -0-) 903,452
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2019)
Form 990-PF (2019)
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......... 441,897 405,714 405,714
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) 268,706 265,800 287,060
b Investments—corporate stock (attach schedule)....... 4,172,037 4,630,600 6,148,169
c Investments—corporate bonds (attach schedule)....... 1,722,264 1,313,290 1,286,548
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 5,542,874 Click to see attachment5,748,807 6,155,359
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) 12,147,778 12,364,211 14,282,850
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 Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 12,147,718 12,364,151
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 60 60
29 Total net assets or fund balances (see instructions)..... 12,147,778 12,364,211
30 Total liabilities and net assets/fund balances (see instructions). 12,147,778 12,364,211
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
12,147,778
2
Enter amount from Part I, line 27a .....................
2
271,462
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
176
4
Add lines 1, 2, and 3 ..........................
4
12,419,416
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
55,205
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
12,364,211
Form 990-PF (2019)
Form 990-PF (2019)
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 100000. AT&T INC SR UNSECD   2013-03-07 2017-12-01
b 100000. BANK OF AMERICA CORP SR UNSEC   2011-04-29 2017-12-01
c 17.786 MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND CLASS I   2014-12-10 2018-01-11
d 6008.725 MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND CLASS I     2018-01-11
e 1218. ABBOTT LABORATORIES INC   2016-06-24 2018-01-12
379. AGILENT TECHNOLOGIES (IPO)     2018-01-12
89. THERMO ELECTRON CORP COM   2015-08-31 2018-01-12
863. WYNDHAM WORLDWIDE CORP     2018-01-12
1193. TRANSCANADA CORP (HOLDING CO)   2017-06-06 2018-02-01
100000. OCCIDENTAL PETROLEUM COR SR UNSEC CALL 11/15/17 @ 100   2012-09-27 2018-02-15
947. CBS CORP CLASS B WI   2016-09-21 2018-02-22
804. PEPSICO INC COM     2018-02-27
243. PROLOGIS INC   2017-06-06 2018-02-27
1462. PROLOGIS INC   2016-10-25 2018-02-27
158. SHERWIN-WILLIAMS CO   2017-06-21 2018-04-05
420. STANLEY BLACK & DECKER INC   2017-11-08 2018-04-05
16929.682 COLUMBIA FLOATING RATE FUND INSTITUTIONAL   2016-08-03 2018-04-06
2762.431 COLUMBIA FLOATING RATE FUND INSTITUTIONAL   2017-11-27 2018-04-06
47. MOHAWK INDS INC     2018-04-06
316. MOHAWK INDS INC   2016-09-21 2018-04-06
1. JPMORGAN CHASE 46625H100   2001-01-01 2018-04-24
357. AETNA INC NEW   2013-05-31 2018-05-02
563. ILLINOIS TOOL WORKS INC COM   2016-02-18 2018-05-03
1559. BERRY GLOBAL GROUP INC     2018-05-22
533. HONEYWELL INTL INC   2015-02-04 2018-05-22
1035. ANALOG DEVICES INC     2018-05-29
936. AGILENT TECHNOLOGIES (IPO)   2017-05-31 2018-06-20
1616. HALLIBURTON CO   2017-02-07 2018-06-20
700. SMUCKER J M CO COM NEW   2018-02-27 2018-06-20
320. CONSTELLATION BRANDS INC CL A   2014-05-16 2018-07-03
399. CUMMINS INC   2017-02-24 2018-07-03
317. CONSTELLATION BRANDS INC CL A   2014-05-16 2018-07-26
380. GENERAL DYNAMICS CORP     2018-07-26
330. THERMO ELECTRON CORP COM   2015-08-31 2018-07-26
451. PARKER HANNIFIN CORP   2017-04-12 2018-08-01
1047. STATE STR CORP COM   2016-09-21 2018-08-01
311. TYSON FDS INC COM   2017-10-02 2018-08-01
809. TYSON FDS INC COM   2016-03-29 2018-08-01
100000. BOEING CAPITAL CORP SR UNSEC CALL 7/15/18 @100   2012-09-27 2018-08-15
410. FACEBOOK INC     2018-08-20
470. JOHNSON & JOHNSON COM   2010-10-29 2018-08-20
828. LAUDER ESTEE COS INC CL A     2018-08-20
960. ROYAL DUTCH SHELL PLC ADR A   2017-10-31 2018-08-27
359. LAM RESEARCH CORP     2018-09-18
620. MARRIOTT INTERNATIONAL INC CL A   2018-01-12 2018-09-18
414. STRYKER CORP   2017-04-12 2018-09-18
1131. XTRACKERS MSCI JAPAN HEDGED ETF   2015-05-27 2018-10-02
3500. XTRACKERS MSCI EUROPE HEDGED ETF   2017-11-27 2018-10-02
5055. XTRACKERS MSCI EUROPE HEDGED ETF   2015-05-27 2018-10-02
4413.424 HARBOR FD INTL FD     2018-10-02
13852.592 LITMAN GREGORY MASTERS INTERNATIONAL FUND CLASS IS     2018-10-02
1851. BORG WARNER INC.     2018-10-16
1945. US FOODS HOLDING CORP   2018-06-20 2018-10-16
1323. APPLIED MATERIALS INC   2016-07-20 2018-10-30
1305. DOWDUPONT INC     2018-10-30
2865. FIRST DATA CORP- CLASS A   2018-08-20 2018-11-06
1174. TEXAS INSTRS INC COM     2018-11-06
731. ROYAL CARRIBEAN CRUISES LTD SEDOL 2754907 ISIN LR0008862868   2017-04-12 2018-11-13
315. FEDEX CORPORATION   2018-05-22 2018-11-20
1. NU SKIN ENTERPRISES 67018T105   2001-01-01 2018-11-23
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 100,000   99,478 522
b 100,000   100,000  
c 360   345 15
d 121,496   108,355 13,141
e 71,739   46,419 25,320
27,124   23,070 4,054
18,679   11,187 7,492
100,925   55,607 45,318
54,076   56,148 -2,072
100,000   100,000  
51,577   47,412 4,165
89,354   84,904 4,450
14,845   13,730 1,115
89,316   77,003 12,313
62,894   56,226 6,668
64,898   69,598 -4,700
154,399   150,336 4,063
25,193   25,000 193
11,234   11,024 210
75,534   65,133 10,401
266   25 241
63,114   22,023 41,091
79,843   53,783 26,060
75,778   70,910 4,868
80,352   53,518 26,834
97,237   83,297 13,940
59,008   56,535 2,473
73,782   89,963 -16,181
73,515   89,890 -16,375
68,811   26,285 42,526
52,997   59,311 -6,314
68,242   26,038 42,204
76,621   53,276 23,345
76,641   41,481 35,160
75,119   72,844 2,275
92,691   74,291 18,400
17,993   22,200 -4,207
46,805   55,004 -8,199
100,000   100,000  
71,136   46,907 24,229
63,402   29,826 33,576
116,904   90,350 26,554
63,342   60,557 2,785
55,146   26,449 28,697
80,474   86,446 -5,972
71,770   54,121 17,649
50,555   50,443 112
99,635   99,855 -220
143,901   151,626 -7,725
281,444   182,367 99,077
231,892   202,119 29,773
70,424   85,205 -14,781
55,825   73,665 -17,840
41,234   35,377 5,857
67,885   66,624 1,261
53,034   71,516 -18,482
113,321   64,638 48,683
77,829   69,947 7,882
69,745   80,388 -10,643
1,114   25 1,089
      58,776
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       522
b        
c       15
d       13,141
e       25,320
      4,054
      7,492
      45,318
      -2,072
       
      4,165
      4,450
      1,115
      12,313
      6,668
      -4,700
      4,063
      193
      210
      10,401
      241
      41,091
      26,060
      4,868
      26,834
      13,940
      2,473
      -16,181
      -16,375
      42,526
      -6,314
      42,204
      23,345
      35,160
      2,275
      18,400
      -4,207
      -8,199
       
      24,229
      33,576
      26,554
      2,785
      28,697
      -5,972
      17,649
      112
      -220
      -7,725
      99,077
      29,773
      -14,781
      -17,840
      5,857
      1,261
      -18,482
      48,683
      7,882
      -10,643
      1,089
       
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 2 671,146
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))
2018 651,835 14,176,537 0.04598
2017 665,167 13,395,317 0.049657
2016 661,222 13,931,601 0.047462
2015 602,065 13,544,116 0.044452
2014 654,193 12,674,212 0.051616
2
Total of line 1, column (d) .....................
2
0.239167
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.047833
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5......
4
14,977,193
5
Multiply line 4 by line 3......................
5
716,404
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
9,035
7
Add lines 5 and 6........................
7
725,439
8
Enter qualifying distributions from Part XII, line 4,.............
8
672,135
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 (2019)
Form 990-PF (2019)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 18,069
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 18,069
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 18,069
6 Credits/Payments:
a 2019 estimated tax payments and 2018 overpayment credited to 2019 6a 19,399
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 19,399
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 24
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 1,306
11 Enter the amount of line 10 to be: Credited to 2020 estimated taxBullet1,306 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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)
    bulletIN
    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 2019 or the taxable year beginning in 2019? See the 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 (2019)
    Form 990-PF (2019)
    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 addressbulletSEE FOOTNOTE
    14
    The books are in care ofbulletPNC BANK N A Telephone no.bullet (412) 768-9969

    Located atbullet116 ALLEGHENY CENTER MALLPITTSBURGHPA ZIP+4bullet15212
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2019, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. 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 2019?.............
    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 2019, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2019?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2019 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 2019.)..................
    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 2019?
    4b
     
    No
    Form 990-PF (2019)
    Form 990-PF (2019)
    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:
    Yes
    No
    (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
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    PNC BANK NA TRUSTEE
    31     		116,795    
    116 ALLEGHENY CENTER MALL
    PITTSBURGH,PA15212
    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
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    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 (2019)
    Form 990-PF (2019)
    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
    15,205,272
    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
    15,205,272
    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
    15,205,272
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    228,079
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    14,977,193
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    748,860
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    748,860
    2a
    Tax on investment income for 2019 from Part VI, line 5......
    2a
    18,069
    b
    Income tax for 2019. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    18,069
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    730,791
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    730,791
    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
    730,791
    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
    672,135
    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
    672,135
    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
    672,135
    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 (2019)
    Form 990-PF (2019)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2018     		(c)
    2018     		(d)
    2019
    1 Distributable amount for 2019 from Part XI, line 7 730,791
    2 Undistributed income, if any, as of the end of 2019:
    a Enter amount for 2018 only....... 613,737
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2019:
    a From 2014...... 0
    b From 2015...... 0
    c From 2016...... 0
    d From 2017...... 0
    e From 2018...... 0
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2019 from Part
    XII, line 4: bullet$ 672,135
    a Applied to 2018, but not more than line 2a 613,737
    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 2019 distributable amount..... 58,398
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2019. 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 2018. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2019. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2020 ..........     		672,393
    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
    8 Excess distributions carryover from 2014 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2020.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2015.... 0
    b Excess from 2016.... 0
    c Excess from 2017.... 0
    d Excess from 2018.... 0
    e Excess from 2019.... 0
    Form 990-PF (2019)
    Form 990-PF (2019)
    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 2019, 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) 2019 (b) 2018 (c) 2017 (d) 2016
             
    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 foundation 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 e-mail address of the person to whom applications should be addressed:
    CHARITABLE TRUST GRANT REVIEW COMMI
    THE TOWER AT PNC PLAZA 300 FIFTH A
    PITTSBURGH,PA15222
    (412) 762-5157
    bThe form in which applications should be submitted and information and materials they should include:
    SEE FOOTNOTE
    cAny submission deadlines:
    SEE FOOTNOTE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    SEE FOOTNOTE
    Form 990-PF (2019)
    Form 990-PF (2019)
    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
    THE JEWISH THEOLOGICAL SEMINARY OF
    AMERICA
    3080 BROADWAY
    NEW YORK,NY100274650     		NONE PC STUDENT SCHOLARSHIPS 15,000
    AMERICAN FRIENDS OF THE HEBREW
    UNIVERSITY
    1 BATTERY PARK PLAZA 35TH FL
    NEW YORK,NY10004     		NONE PC GENERAL 15,000
    FT WAYNE PUBLIC TELEVISION
    2501 EAST COLISEUM BLVD
    FT WAYNE,IN46805     		NONE PC GENERAL 6,000
    EMBASSY THEATRE INC
    125 W JEEFFERSON BLVD
    FORT WAYNE,IN46802     		NONE PC GENERAL 15,000
    BLESSINGS IN BACKPACKS INC
    PO BOX 950291
    LOUISVILLE,KY40295     		NONE PC GENERAL 10,000
    BALTIMORE SQUASHWISE INC
    3600 CLIPPER MILL RD STE 103
    BALTIMORE,MD21211     		NONE PC GENERAL 7,500
    WORLD BASEBALL ACADEMY INC
    170 FREEMAN ST
    FT WAYNE,IN46802     		NONE PC GENERAL 30,000
    SCAN INC
    500 W MAIN
    FT WAYNE,IN46802     		NONE PC GENERAL 5,000
    AUDIENCES UNLIMITED INC
    1005 WEST RUDISILL BLVD STE 304
    F WAYNE,IN46807     		NONE PC GENERAL 10,000
    COMMUNITY HARVEST FOOD BANK OF NORTHEAST
    INDIANA INC
    990 EAST TILLMAN RD
    FT WAYNE,IN46816     		NONE PC GENERAL 30,000
    HONEYWELL FOUNDATION INC
    275 W MARKET ST
    WABASH,IN46992     		NONE PC GENERAL 5,000
    FT WAYNE MEDICAL SOCIETY
    709 CLAY ST STE 101
    FT WAYNE,IN46802     		NONE PC GENERAL 5,000
    YOUNG MENS CHRISTIAN ASSOC
    533 NORTH ST
    AUBURN,IN46706     		NONE PC CAMP CONNECTIONS 20,000
    FORT WAYNE JEWISH FEDERATION
    227 E WASHINGTON BLVD
    FORT WAYNE,IN468023198     		NONE PC PEOPLE OF THE BOOK LECTURE 25,000
    LUTHERAN HOMES INC
    6701 S ANTHONY BLVD
    FT WAYNE,IN46816     		NONE PC GENERAL 18,237
    YMCA OF GREATER FORT WAYNE
    347 W BERRY ST STE 500
    FORT WAYNE,IN468022241     		NONE PC LEHMAN FAMILY YMCA 20,000
    FT WAYNE MUSEUM OF ART
    311 E MAIN ST
    FT WAYNE,IN46802     		NONE PC GENERAL 20,000
    EARLY CHILDHOOD ALLIANCE INC
    3800 N ANTHONY BLVD CC1220
    FT WAYNE,IN46805     		NONE PC GENERAL 50,000
    ALLEN CO FT WAYNE HISTORICAL SOCIETY INC
    302 E BERRY ST
    FORT WAYNE,IN46802     		NONE PC ADMISSION FREE K-12 SCHOOL 7,500
    HOMEBOUND MEALS INC
    611 W BERRY ST
    FORT WAYNE,IN46802     		NONE PC MEAL DELIVERY 6,000
    ARTLINK INC
    300 MAIN ST
    FT WAYNE,IN46802     		NONE PC GENERAL 7,500
    FORT WAYNE YOUTHEATRE ICN
    305 E MAIN ST
    FT WAYNE,IN46802     		NONE PC GENERAL 7,500
    ISSAC KNAPP DENTAL FOUNDAITON INC
    709 CLAY ST STE 101
    FORT WAYNE,IN46802     		NONE PC GENERAL 10,000
    VINCENT VILLAGE INC
    2827 HOLTON AVE
    FORT WAYNE,IN46806     		NONE PC GENERAL 5,000
    INDIANA DENTAL ASSOC FDN
    550 W NORTH ST STE 300
    FT WAYNE,IN46202     		NONE PC GENERAL 5,000
    FRIENDS OF MATEA
    16015 BAYVIEW BLVD
    GABRILL,IN46741     		NONE PC GENERAL 5,000
    ERIN'S HOUSE FOR GRIEVING CHILDREN
    5370 YMCA PARK DRIVE WEST
    FT WAYNE,IN46835     		NONE PC GENERAL 10,000
    FWCS FOUNDATION INC
    1200 S CLINTON ST
    FORT WAYNE,IN46802     		NONE PC GENERAL 10,000
    THE POWER HOUSE ALLIANCE INC
    830 MAIN ST
    NEW HAVEN,IN46774     		NONE PC GENERAL 5,000
    BOYS AND GIRLS CLUB OF HUNTINGTON COUNTY
    PO BOX 673
    HUNTINGTON,IN46750     		NONE PC GENERAL 50,000
    NORTHEST INDIANA INNOVATION CENTER
    3201 STELLHORN RD
    FT WAYNE,IN46815     		NONE PC GENERAL 12,900
    INDIANA UNIVERSITY FOUNDATION
    PO BOX 500
    BLOOMINGTON,IN47102     		NONE PC GENERAL 20,000
    INDIANA UNIVERSITY-PURDUE UNIVERSITY
    FORT WAYNE
    2101 E COLISEUM BLVD
    FORT WAYNE,IN46805     		NONE PC INTERNATIONAL BUSINESS 10,000
    FORT WAYNE TRAILS INC
    300 EAST MAIN ST STE 151
    FORT WAYNE,IN46802     		NONE PC GENERAL 15,000
    HOOSIERS FEEDING THE HUNGRY INC
    4490 A STATE RD 32
    GARRETT,IN46738     		NONE PC GENERAL 3,000
    HEARCARE CONNECTION INC
    130 W MAIN ST STE 150
    FT WAYNE,IN46802     		NONE PC GENERAL 10,000
    YOUNG LEADERS OF NE INDIANA INC
    PO BOX 10774
    FT WAYNE,IN46853     		NONE PC GENERAL 5,000
    VISIT FT WAYNE FOUNDATION
    972 S HARRISON ST
    FT WAYNE,IN46802     		NONE PC GENERAL 5,000
    MANNA HOUSE INC
    435 E 25TH ST
    BALTIMORE,MD21218     		NONE PC GENERAL 7,500
    YOUTH FOR CHRIST
    8900 BELAIR RD
    BALTIMORE,MD21236     		NONE PC GENERAL 5,000
    HIPPODROME FOUNDATION INC
    416 W BALTIMORE ST
    BALTIMORE,MD21201     		NONE PC GENERAL 12,500
    BALTIMORE MUSEUM OF INDUSTRY
    1415 KEY HIGHWAY
    BALTIMORE,MD21230     		NONE PC GENERAL 10,000
    HABITAT FOR HUMANITY OF THE CHESAPEAKE
    3471 COMMERCE DR STE 309
    BALTIMORE,MD21227     		NONE PC GENERAL 5,000
    PAUL'S PLACE INC
    1118 WARD ST
    BALTIMORE,MD21230     		NONE PC GENERAL 10,000
    AMERICAN VISIONARY ART MUSEUM
    800 KEY HWY
    BALTIMORE,MD21230     		NONE PC GENERAL 10,000
    SHEPERDS CLINIC INC
    2800 KIRK AVE
    BALTIMORE,MD21218     		NONE PC GENERAL 5,000
    HEROS HELPING HEROS
    4990 MERCHANTILE RD UNIT 43574
    BALTIMORE,MD21236     		NONE PC GENERAL 7,500
    SHEPHERDS HOUSE INC
    PO BOX 2376
    EAST PEORIA,IL61611     		NONE PC GENERAL 25,100
    Total .................................bullet 3a 613,737
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2019)
    Form 990-PF (2019)
    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....   345,155   0  
    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 ............     		    18 671,146  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aSILVER MOUNTAIN RE     		    14 9,975  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 345,155 681,686 3,804
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,030,645
    (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 (2019)
    Form 990-PF (2019)
    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) (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) (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 (2019)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2017 InvestmentsOtherSchedule2
    Name:
    DR LOUIS A AND ANNE B SCHNEIDER FDN
    EIN:
    31-1193706
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MUTUAL FUNDS - FIXED AT COST 2,772,312 2,691,938
    MUTUAL FUNDS - EQUITY AT COST 2,567,835 3,286,438
    MUTUAL FUNDS - ALTERNATIVE AT COST 167,275 176,983
    PARTNERSHIPS AT COST 241,385  

    TY 2017 OtherDecreasesSchedule
    Name:
    DR LOUIS A AND ANNE B SCHNEIDER FDN
    EIN:
    31-1193706
    Description Amount
    TAX COST ADJUSTMENT FOR PARTNERSHIP 55,205


    TY 2017 OtherExpensesSchedule
    Name:
    DR LOUIS A AND ANNE B SCHNEIDER FDN
    EIN:
    31-1193706
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADR SERVICE FEES 282 282   0
    PARTNERSHIP - EXPENSE   -8,309   0


    TY 2017 OtherIncomeSchedule2
    Name:
    DR LOUIS A AND ANNE B SCHNEIDER FDN
    EIN:
    31-1193706
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER REVENUE 4,369 0  
    SILVER MOUNTAIN REAL ESTATE FUND I-T, L. 9,975 -59,297  


    TY 2017 OtherIncreasesSchedule
    Name:
    DR LOUIS A AND ANNE B SCHNEIDER FDN
    EIN:
    31-1193706
    Description Amount
    PRIOR YEAR AMORTIZATION 131
    PRIOR YEAR AMORTIZATION 45


    TY 2017 TaxesSchedule
    Name:
    DR LOUIS A AND ANNE B SCHNEIDER FDN
    EIN:
    31-1193706
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 2,194 2,194   0
    INCOME TAX WITHHELD 516 0   0
    FEDERAL TAX PAYMENT - PRIOR YE 5,141 0   0
    FEDERAL ESTIMATES - PRINCIPAL 19,399 0   0
    FOREIGN TAXES ON QUALIFIED FOR 1,002 1,002   0
    FOREIGN TAXES ON NONQUALIFIED 117 117   0