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
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
JANET W MCCUNE FOR CHARITIES
 
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

25-6020682
B Telephone number (see instructions)

(412) 762-3792
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$7,736,957
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 176,044 176,044  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 462,517
b Gross sales price for all assets on line 6a 2,807,933
7 Capital gain net income (from Part IV, line 2)... 462,517
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 638,561 638,561  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 74,512 37,256   37,256
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)... 10,043 1,191   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 84,555 38,447 0 37,256
25 Contributions, gifts, grants paid....... 358,134 358,134
26 Total expenses and disbursements. Add lines 24 and 25 442,689 38,447 0 395,390
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 195,872
b Net investment income (if negative, enter -0-) 600,114
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
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......... 96,845 289,481 289,481
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)....... 2,412,395 2,469,253 3,013,469
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 4,330,710 Click to see attachment4,277,090 4,434,007
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) 6,839,950 7,035,824 7,736,957
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 SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 6,802,099 6,991,682
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 37,851 44,142
30 Total net assets or fund balances (see instructions)..... 6,839,950 7,035,824
31 Total liabilities and net assets/fund balances (see instructions). 6,839,950 7,035,824
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
6,839,950
2
Enter amount from Part I, line 27a .....................
2
195,872
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
2
4
Add lines 1, 2, and 3 ..........................
4
7,035,824
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
7,035,824
Form 990-PF (2018)
Form 990-PF (2018)
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 140. AGILENT TECHNOLOGIES (IPO)   2017-08-25 2018-01-10
b 79. AGILENT TECHNOLOGIES (IPO)   2017-04-27 2018-01-10
c 51. THERMO ELECTRON CORP COM   2015-08-21 2018-01-10
d 442. WYNDHAM WORLDWIDE CORP   2013-03-25 2018-01-10
e 687. TRANSCANADA CORP (HOLDING CO)   2017-06-06 2018-01-25
545. CBS CORP CLASS B WI   2016-08-12 2018-02-09
61. HOME DEPOT INC COM   2012-01-11 2018-02-09
12. MOHAWK INDS INC   2017-05-12 2018-02-09
31. MOHAWK INDS INC   2017-08-25 2018-02-09
500. ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND   2008-06-12 2018-02-27
463. PEPSICO INC COM   2016-06-03 2018-03-01
661. PROLOGIS INC   2016-10-28 2018-03-01
321. PROLOGIS INC   2017-06-06 2018-03-01
91. SHERWIN-WILLIAMS CO   2017-06-21 2018-03-06
221. STANLEY BLACK & DECKER INC   2017-11-06 2018-03-13
150. MOHAWK INDS INC   2016-08-12 2018-04-12
16. MOHAWK INDS INC   2017-05-12 2018-04-12
1. JPMORGAN CHASE 46625H100   2001-01-01 2018-04-24
205. AETNA INC NEW   2013-05-31 2018-04-30
324. ILLINOIS TOOL WORKS INC COM   2016-02-18 2018-04-30
80. ISHARES MSCI EAFE SMALL-CAP ETF   2017-11-30 2018-04-30
573. ALTRIA GROUP INC   2013-05-17 2018-05-07
366. COMCAST CORPORATION CL A   2011-10-19 2018-05-07
80. ROYAL CARRIBEAN CRUISES LTD SEDOL 2754907 ISIN LR0008862868   2017-04-13 2018-05-07
4704.162 AQR MANAGED FUTURES STRATEGY FUND CLASS I   2015-06-11 2018-05-14
500. ISHARES SHORT-TERM CORPORATE BOND ETF   2016-12-27 2018-05-14
5793.743 ALLIANCEBERNSTEIN GLOBAL BD FD INC ADV FD 456   2016-08-12 2018-05-21
4081.633 TEMPLETON GLOBAL BOND FUND AD FUND   2017-03-23 2018-05-21
897. BERRY GLOBAL GROUP INC   2016-08-26 2018-05-22
273. HONEYWELL INTL INC   2015-02-05 2018-05-22
109. ISHARES MSCI EMERGING MKTS INDEX FUND   2017-11-30 2018-05-31
4. SECTOR SPDR TR SBI INT-TECH   2017-04-28 2018-05-31
2. SECTOR SPDR TR SBI INT-TECH   2017-11-30 2018-05-31
596. ANALOG DEVICES INC   2017-06-15 2018-06-05
827. HALLIBURTON CO   2017-02-02 2018-06-15
402. SMUCKER J M CO COM NEW   2018-03-01 2018-06-15
538. AGILENT TECHNOLOGIES (IPO)   2017-04-27 2018-06-20
184. AMEX FINANCIAL SELECT SPDR   2018-04-30 2018-06-29
367. CONSTELLATION BRANDS INC CL A   2014-05-28 2018-07-17
203. CUMMINS INC   2017-02-21 2018-07-17
219. GENERAL DYNAMICS CORP   2015-05-29 2018-07-17
190. THERMO ELECTRON CORP COM   2015-08-21 2018-07-17
68. SECTOR SPDR TR SBI INT-ENERGY   2018-05-31 2018-07-31
1. AMERICAN INTERNATIONAL GROUP INC   2001-01-01 2018-08-02
259. PARKER HANNIFIN CORP   2017-04-13 2018-08-08
603. STATE STR CORP COM   2016-09-12 2018-08-08
234. TYSON FDS INC COM   2017-10-02 2018-08-08
411. TYSON FDS INC COM   2016-03-14 2018-08-08
84.601 AQR MULTI STRATEGY ALTERNATIVE FUND   2017-12-20 2018-08-22
5264.095 AQR MULTI STRATEGY ALTERNATIVE FUND   2013-09-11 2018-08-22
9202.454 CULLEN INTERNATIONAL HIGH DIVIDEND FUND CLASS I   2016-08-23 2018-08-22
104.95 DIAMOND HILL LONG-SHORT FUND CL I   2017-12-15 2018-08-22
4972.125 DIAMOND HILL LONG-SHORT FUND CL I   2010-09-15 2018-08-22
7009.346 DRIEHAUS ACTIVE INCOME FUND FUND 640   2013-07-08 2018-08-22
4849.661 EATON VANCE GLOBAL MACRO ABSOLUTE RETURN ADVANTAGE FUND   2016-12-27 2018-08-22
225. FACEBOOK INC   2016-03-03 2018-08-23
271. JOHNSON & JOHNSON COM   2009-06-01 2018-08-23
478. LAUDER ESTEE COS INC CL A   2017-09-08 2018-08-23
74. SECTOR SPDR TR SBI INT-TECH   2017-04-28 2018-08-31
573. ROYAL DUTCH SHELL PLC ADR A   2017-10-30 2018-09-04
206. LAM RESEARCH CORP   2015-06-05 2018-09-20
356. MARRIOTT INTERNATIONAL INC CL A   2018-01-10 2018-09-20
238. STRYKER CORP   2017-03-15 2018-09-20
61. ISHARES TR S&P SMLCAP 600   2018-06-29 2018-09-28
1. NORTEL NETWORK CORPORATION   2001-01-01 2018-09-28
48. SECTOR SPDR TR SBI CYCL TRANS   2018-07-31 2018-09-28
74. SECTOR SPDR TR SBI INT-ENERGY   2018-08-31 2018-09-28
25. ABBVIE INC   2017-12-14 2018-10-02
10. ALPHABET INC/CA-CL A   2015-11-09 2018-10-02
6. AMAZON.COM INC   2018-05-07 2018-10-02
37. AMERICAN WATER WORKS CO INC   2016-02-18 2018-10-02
32. AMGEN INC   2014-01-21 2018-10-02
87. APPLE INC   2017-05-05 2018-10-02
68. APPLIED MATERIALS INC   2016-07-14 2018-10-02
93. ARCHER DANIELS MIDLAND CO   2018-08-23 2018-10-02
42. AUTOMATIC DATA PROCESSING INC   2018-06-05 2018-10-02
71. BANK OF AMERICA CORP   2018-08-08 2018-10-02
57. BANK NEW YORK MELLON CORP COM   2016-05-05 2018-10-02
47. BAXTER INTERNATIONAL INC   2018-01-10 2018-10-02
16. BIOGEN INC   2016-08-04 2018-10-02
14. BOEING CO   2017-10-30 2018-10-02
95. BORG WARNER INC.   2017-10-02 2018-10-02
56. BRISTOL MYERS SQUIBB CO   2018-09-20 2018-10-02
38. BURLINGTON STORES INC   2017-05-12 2018-10-02
48. CBRE GROUP INC   2018-03-01 2018-10-02
65. CSX CORP COM   2018-09-20 2018-10-02
32. CELANESE CORP   2018-05-22 2018-10-02
28. CENTENE CORP   2018-04-30 2018-10-02
46. CHEVRON CORPORATION   2018-06-15 2018-10-02
51. CISCO SYS INC COM   2018-04-30 2018-10-02
52. CITIGROUP INC   2017-08-02 2018-10-02
127. CITIZENS FINANCIAL GROUP   2016-11-21 2018-10-02
113. COMCAST CORPORATION CL A   2011-10-19 2018-10-02
60. CONOCOPHILLIPS   2017-11-06 2018-10-02
66. DOWDUPONT INC   2016-10-18 2018-10-02
7. EASTMAN CHEM CO   2018-03-06 2018-10-02
29. FACEBOOK INC   2016-03-03 2018-10-02
14. FEDEX CORPORATION   2018-05-22 2018-10-02
127. FIRST DATA CORP- CLASS A   2018-08-23 2018-10-02
32. HOME DEPOT INC COM   2012-01-11 2018-10-02
72. INTEL CORP   2016-08-23 2018-10-02
106. J P MORGAN CHASE & CO COM   2009-06-01 2018-10-02
88. KOHLS CORP COM   2018-04-12 2018-10-02
34. LILLY ELI & CO   2018-07-17 2018-10-02
26. MCCORMICK & CO INC COM NON VTG   2018-07-17 2018-10-02
28. MCDONALDS CORP COM   2017-08-02 2018-10-02
105. MICROSOFT CORP   2018-09-20 2018-10-02
90. MORGAN STANLEY   2016-10-28 2018-10-02
14. NORTHROP GRUMMAN CORPORATION   2015-07-22 2018-10-02
126. PFIZER INC COM   2017-11-16 2018-10-02
46. PRICE T ROWE GROUP INC COM   2017-11-16 2018-10-02
18. RAYTHEON COMPANY   2016-02-01 2018-10-02
34. S&P GLOBAL INC   2016-05-26 2018-10-02
37. SUNCOR ENERGY INC ISIN CA8672241079 SEDOL B3NB1P2   2018-09-04 2018-10-02
87. SUNTRUST BANKS INC COM   2016-06-29 2018-10-02
52. T-MOBILE US INC   2017-05-05 2018-10-02
60. TEXAS INSTRS INC COM   2015-11-16 2018-10-02
80. TOTAL FINA S A   2015-08-14 2018-10-02
28. UNITED RENTALS INC COM   2018-09-20 2018-10-02
103. US FOODS HOLDING CORP   2018-06-15 2018-10-02
31. UNITED TECHNOLOGIES CORP COM   2018-07-17 2018-10-02
22. UNITEDHEALTH GROUP INC COM   2016-10-28 2018-10-02
39. VISA INC CLASS A SHARES   2013-02-11 2018-10-02
74. WEC ENERGY GROUP INC   2009-06-24 2018-10-02
10. WELLCARE HEALTH PLANS, INC.   2018-08-23 2018-10-02
60. TE CONNECTIVITY LTD SEDOL B62B7C3 ISIN CH0102993182   2017-06-06 2018-10-02
28. ROYAL CARRIBEAN CRUISES LTD SEDOL 2754907 ISIN LR0008862868   2017-04-13 2018-10-02
971. BORG WARNER INC.   2017-08-25 2018-10-19
956. US FOODS HOLDING CORP   2018-06-15 2018-10-19
694. APPLIED MATERIALS INC   2016-07-14 2018-11-02
685. DOWDUPONT INC   2015-04-29 2018-11-02
151. FEDEX CORPORATION   2018-05-22 2018-11-20
1457. FIRST DATA CORP- CLASS A   2018-08-23 2018-11-20
616. TEXAS INSTRS INC COM   2015-11-16 2018-11-20
313. ROYAL CARRIBEAN CRUISES LTD SEDOL 2754907 ISIN LR0008862868   2017-04-13 2018-11-20
1. NU SKIN ENTERPRISES 67018T105   2001-01-01 2018-11-23
871. SUNCOR ENERGY INC ISIN CA8672241079 SEDOL B3NB1P2   2018-09-04 2018-12-19
356. UNITED TECHNOLOGIES CORP COM   2018-07-17 2018-12-19
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 9,885   8,812 1,073
b 5,578   4,383 1,195
c 10,467   6,639 3,828
d 49,895   28,361 21,534
e 32,415   32,612 -197
28,791   28,512 279
11,239   2,651 8,588
2,966   2,774 192
7,661   7,690 -29
58,739   50,709 8,030
50,513   48,009 2,504
40,222   33,649 6,573
19,533   18,187 1,346
35,692   32,482 3,210
34,965   36,184 -1,219
35,745   31,755 3,990
3,813   3,698 115
155   25 130
36,689   12,660 24,029
46,272   30,863 15,409
5,262   5,104 158
31,966   21,367 10,599
11,732   4,291 7,441
8,386   7,577 809
41,961   50,000 -8,039
51,775   52,354 -579
47,567   50,000 -2,433
47,878   50,000 -2,122
44,005   40,840 3,165
41,340   27,615 13,725
4,971   5,052 -81
280   218 62
140   127 13
59,599   47,749 11,850
38,595   46,302 -7,707
42,252   51,376 -9,124
33,753   29,851 3,902
4,950   5,115 -165
78,569   30,531 48,038
27,514   31,301 -3,787
41,942   30,577 11,365
40,046   24,735 15,311
5,251   5,191 60
100     100
44,654   40,089 4,565
52,294   42,423 9,871
13,985   16,684 -2,699
24,563   27,687 -3,124
690   770 -80
42,955   52,214 -9,259
92,577   90,000 2,577
2,829   2,748 81
134,048   79,636 54,412
68,201   75,000 -6,799
48,060   50,000 -1,940
39,191   25,919 13,272
36,503   15,159 21,344
64,030   51,817 12,213
5,590   4,024 1,566
37,399   35,521 1,878
32,165   16,442 15,723
46,641   48,922 -2,281
41,231   31,338 9,893
5,323   5,130 193
11     11
5,637   5,340 297
5,646   5,505 141
2,355   2,407 -52
12,162   7,577 4,585
12,038   9,590 2,448
3,266   2,447 819
6,650   3,813 2,837
19,987   12,927 7,060
2,664   1,786 878
4,669   4,700 -31
6,335   5,651 684
2,087   2,254 -167
2,930   2,250 680
3,629   3,212 417
5,555   4,662 893
5,423   3,640 1,783
4,114   4,901 -787
3,492   3,421 71
5,945   3,827 2,118
2,128   2,251 -123
4,830   4,798 32
3,624   3,658 -34
4,062   3,040 1,022
5,770   5,733 37
2,492   2,268 224
3,709   3,608 101
4,825   4,068 757
4,024   1,325 2,699
4,724   3,226 1,498
4,292   3,550 742
682   727 -45
4,638   3,171 1,467
3,353   3,562 -209
3,016   3,190 -174
6,608   1,391 5,217
3,514   2,566 948
12,022   5,256 6,766
6,529   5,578 951
3,667   3,052 615
3,507   3,105 402
4,647   4,356 291
12,138   11,881 257
4,161   3,009 1,152
4,454   2,331 2,123
5,577   4,473 1,104
5,061   4,382 679
3,730   2,256 1,474
6,680   3,759 2,921
1,461   1,492 -31
5,715   3,453 2,262
3,652   3,434 218
6,581   3,395 3,186
5,207   3,934 1,273
4,542   4,778 -236
3,115   3,873 -758
4,391   4,049 342
5,931   3,410 2,521
5,854   1,533 4,321
4,991   1,490 3,501
3,153   2,978 175
5,239   4,762 477
3,614   2,652 962
35,632   44,527 -8,895
29,052   35,946 -6,894
24,283   18,223 6,060
39,014   35,534 3,480
33,464   38,423 -4,959
24,746   36,600 -11,854
59,438   34,696 24,742
33,017   29,644 3,373
616   25 591
25,224   35,133 -9,909
41,282   46,501 -5,219
      81,662
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       1,073
b       1,195
c       3,828
d       21,534
e       -197
      279
      8,588
      192
      -29
      8,030
      2,504
      6,573
      1,346
      3,210
      -1,219
      3,990
      115
      130
      24,029
      15,409
      158
      10,599
      7,441
      809
      -8,039
      -579
      -2,433
      -2,122
      3,165
      13,725
      -81
      62
      13
      11,850
      -7,707
      -9,124
      3,902
      -165
      48,038
      -3,787
      11,365
      15,311
      60
      100
      4,565
      9,871
      -2,699
      -3,124
      -80
      -9,259
      2,577
      81
      54,412
      -6,799
      -1,940
      13,272
      21,344
      12,213
      1,566
      1,878
      15,723
      -2,281
      9,893
      193
      11
      297
      141
      -52
      4,585
      2,448
      819
      2,837
      7,060
      878
      -31
      684
      -167
      680
      417
      893
      1,783
      -787
      71
      2,118
      -123
      32
      -34
      1,022
      37
      224
      101
      757
      2,699
      1,498
      742
      -45
      1,467
      -209
      -174
      5,217
      948
      6,766
      951
      615
      402
      291
      257
      1,152
      2,123
      1,104
      679
      1,474
      2,921
      -31
      2,262
      218
      3,186
      1,273
      -236
      -758
      342
      2,521
      4,321
      3,501
      175
      477
      962
      -8,895
      -6,894
      6,060
      3,480
      -4,959
      -11,854
      24,742
      3,373
      591
      -9,909
      -5,219
       
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 2 462,517
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))
2017 392,023 8,195,103 0.047836
2016 396,454 7,702,952 0.051468
2015 385,213 8,091,536 0.047607
2014 400,876 8,015,171 0.050015
2013 326,219 7,499,485 0.043499
2
Total of line 1, column (d) .....................
2
0.240425
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
0.048085
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
8,431,366
5
Multiply line 4 by line 3......................
5
405,422
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
6,001
7
Add lines 5 and 6........................
7
411,423
8
Enter qualifying distributions from Part XII, line 4,.............
8
395,390
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 (2018)
Form 990-PF (2018)
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 12,002
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 12,002
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 12,002
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 5,382
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 5,382
8 Enter any penalty for underpayment of estimated tax. Check here 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 6,620
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet0 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletPA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? 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 (2018)
    Form 990-PF (2018)
    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) 762-3792

    Located atbullet116 ALLEGHENY CENTER MALLPITTSBURGHPA ZIP+4bullet152129938
    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 2018, 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 2018?.............
    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 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    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 2018 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 2018.)..................
    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 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    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
    14
    74,512    
    116 Allegheny Center Mall
    PITTSBURGH,PA152129938
    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 (2018)
    Form 990-PF (2018)
    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 (2018)
    Form 990-PF (2018)
    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
    8,559,762
    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
    8,559,762
    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
    8,559,762
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    128,396
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    8,431,366
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    421,568
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    421,568
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    12,002
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    12,002
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    409,566
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    409,566
    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
    409,566
    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
    395,390
    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
    395,390
    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
    395,390
    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 (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2017
    (c)
    2017
    (d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 409,566
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 0
    b From 2014...... 4,474
    c From 2015...... 0
    d From 2016...... 15,128
    e From 2017...... 0
    fTotal of lines 3a through e........ 19,602
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 395,390
    a Applied to 2017, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2018 distributable amount..... 395,390
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2018. 14,176 14,176
    (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 5,426
    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 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......
    5,426
    10 Analysis of line 9:
    a Excess from 2014.... 0
    b Excess from 2015.... 0
    c Excess from 2016.... 5,426
    d Excess from 2017.... 0
    e Excess from 2018.... 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 2018, 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) 2018 (b) 2017 (c) 2016 (d) 2015
             
    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 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 (2018)
    Form 990-PF (2018)
    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
    YWCA GREATER PITTSBURGH
    305 WOOD STREET
    PITTSBURGH,PA152221982
    NONE PC GENERAL SUPPORT 159,298
    EASTMINSTER PRESBY CHURCH
    MELODY PHELPS TREASURER
    250 N HIGHLAND AVE
    PITTSBURGH,PA15206
    NONE PC GENERAL SUPPORT 7,664
    FORBES REGIONAL HOSPITAL
    ATTN BOB YOUNG CFO
    2570 HAYMAKER RD
    MONROEVILLE,PA151463513
    NONE PC GENERAL SUPPORT 63,712
    EASTMINSTER PRESBYTERIAN
    CHURCH OF PITTSBURGH
    250 N HIGHLAND AVE
    PITTSBURGH,PA15206
    NONE PC GENERAL SUPPORT 127,460
    Total .................................bullet 3a 358,134
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2018)
    Form 990-PF (2018)
    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....     14 176,044  
    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 ............
        18 462,517  
    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)..   638,561  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    638,561
    (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 (2018)
    Form 990-PF (2018)
    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 (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 InvestmentsOtherSchedule2
    Name:
    JANET W MCCUNE FOR CHARITIES
    EIN:
    25-6020682
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MUTUAL FUNDS - FIXED INCOME AT COST 1,841,298 1,786,015
    MUTUAL FUNDS - EQUITY AT COST 1,459,860 1,459,905
    MUTUAL FUNDS - ALT. INVESTMENT      
    ETF - FIXED INCOME AT COST 375,033 369,409
    ETF - EQUITY AT COST 600,899 818,678

    TY 2018 OtherIncreasesSchedule
    Name:
    JANET W MCCUNE FOR CHARITIES
    EIN:
    25-6020682
    Description Amount
    ROUNDING ADJ FOR SALES AND TRANSACTIONS 2


    TY 2018 TaxesSchedule
    Name:
    JANET W MCCUNE FOR CHARITIES
    EIN:
    25-6020682
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 1,191 1,191   0
    FEDERAL TAX PAYMENT - PRIOR YE 3,470 0   0
    FEDERAL ESTIMATES - PRINCIPAL 5,382 0   0