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 07-01-2018 , and ending 06-30-2019
Name of foundation
CLARENCE S & MARGARET F FUGH 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

25-6062524
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$3,374,800
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... 71,821 71,821  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 291,623
b Gross sales price for all assets on line 6a 2,081,196
7 Capital gain net income (from Part IV, line 2)... 291,623
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........ 363,444 363,444  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 34,304 17,152   17,152
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)... 6,155 406   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)....... 5     5
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 40,464 17,558 0 17,157
25 Contributions, gifts, grants paid....... 125,300 125,300
26 Total expenses and disbursements. Add lines 24 and 25 165,764 17,558 0 142,457
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 197,680
b Net investment income (if negative, enter -0-) 345,886
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......... 69,159 69,087 69,087
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 1,094,650 509,981 749,317
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).......... 1,557,013 Click to see attachment2,339,379 2,556,396
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,720,822 2,918,447 3,374,800
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........ 2,690,322 2,918,447
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 30,500  
30 Total net assets or fund balances (see instructions)..... 2,720,822 2,918,447
31 Total liabilities and net assets/fund balances (see instructions). 2,720,822 2,918,447
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
2,720,822
2
Enter amount from Part I, line 27a .....................
2
197,680
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
2,918,502
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
55
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
2,918,447
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 156. CONSTELLATION BRANDS INC CL A   2014-05-28 2018-07-17
b 86. CUMMINS INC   2017-02-21 2018-07-17
c 92. GENERAL DYNAMICS CORP   2015-05-29 2018-07-17
d 80. THERMO ELECTRON CORP COM   2015-08-21 2018-07-17
e 3128.259 CULLEN INTERNATIONAL HIGH DIVIDEND FUND CLASS I   2016-08-05 2018-08-08
859.845 HARDING LOEVNER INTERNATIONAL EQUITY PORTFOLIO   2013-01-15 2018-08-08
500. ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND   2010-01-21 2018-08-08
113. PARKER HANNIFIN CORP   2017-04-13 2018-08-08
256. STATE STR CORP COM   2016-09-12 2018-08-08
3851.984 TEMPLETON GLOBAL BOND FUND AD FUND   2013-12-23 2018-08-08
105. TYSON FDS INC COM   2017-10-02 2018-08-08
162. TYSON FDS INC COM   2016-03-14 2018-08-08
6345.807 VANGUARD TOTL BD MKT IDX-ADM   2015-02-05 2018-08-08
1862.68 VANGUARD INTL VALUE   2006-05-23 2018-08-08
2558.479 AQR MULTI STRATEGY ALTERNATIVE FUND   2013-09-19 2018-08-13
2295.684 AQR MANAGED FUTURES STRATEGY FUND CLASS I   2015-06-11 2018-08-13
1159.555 DIAMOND HILL LONG-SHORT FUND CL I   2013-09-19 2018-08-13
2334.267 DRIEHAUS ACTIVE INCOME FUND FUND 640   2013-09-19 2018-08-13
2639.916 EATON VANCE GLOBAL MACRO ABSOLUTE RETURN FUND   2013-09-19 2018-08-13
94. FACEBOOK INC   2016-03-03 2018-08-23
113. JOHNSON & JOHNSON COM   2009-08-04 2018-08-23
193. LAUDER ESTEE COS INC CL A   2017-09-08 2018-08-23
243. ROYAL DUTCH SHELL PLC ADR A   2017-10-30 2018-09-04
16. KOHLS CORP COM   2018-04-12 2018-09-20
88. LAM RESEARCH CORP   2015-06-05 2018-09-20
151. MARRIOTT INTERNATIONAL INC CL A   2018-01-10 2018-09-20
98. STRYKER CORP   2017-03-15 2018-09-20
464. BORG WARNER INC.   2017-08-25 2018-10-19
455. US FOODS HOLDING CORP   2018-06-15 2018-10-19
323. APPLIED MATERIALS INC   2016-07-14 2018-11-02
321. DOWDUPONT INC REV SPLIT 06/03/19   2015-04-29 2018-11-02
70. FEDEX CORPORATION   2018-05-22 2018-11-20
670. FIRST DATA CORP- CLASS A   2018-08-23 2018-11-20
281. TEXAS INSTRS INC COM   2015-11-16 2018-11-20
144. 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
385. SUNCOR ENERGY INC ISIN CA8672241079 SEDOL B3NB1P2   2018-09-04 2018-12-19
164. UNITED TECHNOLOGIES CORP COM   2018-07-17 2018-12-19
1607.898 T ROWE PRICE REAL ESTATE FUND FD 122   2012-02-06 2019-01-03
197. APPLE INC   2009-08-04 2019-01-09
249. CITIGROUP INC   2017-08-02 2019-01-09
113. CHEVRON CORPORATION   2018-06-15 2019-02-06
136. MCCORMICK & CO INC COM NON VTG   2018-07-17 2019-02-06
34. MCCORMICK & CO INC COM NON VTG   2018-10-19 2019-02-06
441. MORGAN STANLEY   2016-10-28 2019-02-06
220. PRICE T ROWE GROUP INC COM   2017-08-31 2019-02-12
287. TE CONNECTIVITY LTD SEDOL B62B7C3 ISIN CH0102993182   2017-06-06 2019-02-12
1. FEDERAL HOME LOAN MORTGAGE CORP XXX-XX-XXXX   2001-01-01 2019-02-13
488. ARCHER DANIELS MIDLAND CO   2018-08-23 2019-02-20
178. ABBVIE INC   2017-12-14 2019-03-05
180. OCCIDENTAL PETE CORP COM   2018-01-25 2019-03-05
27. ALEXION PHARMACEUTICALS INC   2019-03-05 2019-03-18
13. ALPHABET INC/CA-CL A   2019-01-09 2019-03-18
7. AMAZON.COM INC   2018-05-07 2019-03-18
38. AMERICAN WATER WORKS CO INC   2016-02-18 2019-03-18
35. AMGEN INC   2014-01-21 2019-03-18
39. AMPHENOL CORP NEW CL A   2018-11-20 2019-03-18
48. APPLE INC   2009-08-04 2019-03-18
48. AUTOMATIC DATA PROCESSING INC   2018-06-05 2019-03-18
6. AUTOZONE INC   2018-10-19 2019-03-18
82. BP PLC SPONSORED ADR   2019-03-05 2019-03-18
157. BANK OF AMERICA CORP   2018-08-08 2019-03-18
63. BANK NEW YORK MELLON CORP COM   2016-05-05 2019-03-18
54. BAXTER INTERNATIONAL INC   2018-01-10 2019-03-18
18. BIOGEN INC   2016-08-04 2019-03-18
8. BOEING CO   2017-10-30 2019-03-18
72. BOOZ ALLEN HAMILTON HOLDING   2019-01-09 2019-03-18
67. BRISTOL MYERS SQUIBB CO   2018-09-20 2019-03-18
9. BROADCOM INC   2019-02-12 2019-03-18
113. BURLINGTON STORES INC   2016-09-02 2019-03-18
103. CBRE GROUP INC   2018-03-01 2019-03-18
7. CSX CORP COM   2018-08-08 2019-03-18
70. CSX CORP COM   2018-09-20 2019-03-18
55. CELANESE CORP   2018-05-22 2019-03-18
66. CENTENE CORP   2018-04-30 2019-03-18
30. CHEVRON CORPORATION   2018-06-15 2019-03-18
53. CHURCH & DWIGHT INC   2019-02-06 2019-03-18
40. CISCO SYS INC COM   2018-04-30 2019-03-18
116. CISCO SYS INC COM   2018-11-02 2019-03-18
139. CITIZENS FINANCIAL GROUP   2016-11-21 2019-03-18
185. COMCAST CORPORATION CL A   2018-10-19 2019-03-18
63. CONOCOPHILLIPS   2017-11-06 2019-03-18
3. COSTCO WHSL CORP NEW COM   2018-09-20 2019-03-18
22. DANAHER CORP   2018-06-20 2019-03-18
30. DOLLAR GENERAL CORP   2018-11-20 2019-03-18
41. DUKE ENERGY HOLDING CORP   2018-12-19 2019-03-18
28. EASTMAN CHEM CO   2018-03-06 2019-03-18
35. FACEBOOK INC   2016-03-03 2019-03-18
36. HOME DEPOT INC COM   2012-01-11 2019-03-18
149. INTEL CORP   2018-11-20 2019-03-18
24. INTERNATIONAL FLAVORS & FRAGRANCES INC   2019-02-06 2019-03-18
116. J P MORGAN CHASE & CO COM   2014-10-01 2019-03-18
56. KOHLS CORP COM   2018-04-12 2019-03-18
1. LAUDER ESTEE COS INC CL A   2019-02-20 2019-03-18
40. LILLY ELI & CO   2018-07-17 2019-03-18
4. M&T BK CORP   2019-02-06 2019-03-18
28. MCDONALDS CORP COM   2017-08-02 2019-03-18
146. MICROSOFT CORP   2018-09-20 2019-03-18
31. NORFOLK SOUTHN CORP COM   2018-11-20 2019-03-18
15. NORTHROP GRUMMAN CORPORATION   2015-02-24 2019-03-18
139. PFIZER INC COM   2017-11-17 2019-03-18
39. PROCTER & GAMBLE CO   2019-02-20 2019-03-18
90. PROGRESSIVE CORP OHIO   2019-02-12 2019-03-18
20. RAYTHEON COMPANY   2016-02-01 2019-03-18
36. S&P GLOBAL INC   2016-05-26 2019-03-18
100. SUNTRUST BANKS INC COM   2016-06-29 2019-03-18
57. T-MOBILE US INC   2017-05-05 2019-03-18
91. TOTAL FINA S A   2015-08-14 2019-03-18
28. UNITED RENTALS INC COM   2018-09-20 2019-03-18
6. UNITED RENTALS INC COM   2017-06-06 2019-03-18
26. UNITEDHEALTH GROUP INC COM   2016-10-28 2019-03-18
43. VISA INC CLASS A SHARES   2013-02-11 2019-03-18
97. WEC ENERGY GROUP INC   2010-01-21 2019-03-18
30. WASTE MANAGEMENT INC   2018-09-20 2019-03-18
43. WASTE MANAGEMENT INC   2018-03-13 2019-03-18
56. WELLCARE HEALTH PLANS, INC.   2018-08-23 2019-03-18
58. BIOGEN INC   2016-08-04 2019-03-27
1. BANK OF AMERICA XXX-XX-XXXX   2001-01-01 2019-03-28
38. ALEXION PHARMACEUTICALS INC   2019-03-05 2019-04-18
18. ALPHABET INC/CA-CL A   2015-08-12 2019-04-18
3. AMAZON.COM INC   2018-02-09 2019-04-18
7. AMAZON.COM INC   2018-05-07 2019-04-18
54. AMERICAN WATER WORKS CO INC   2016-02-18 2019-04-18
46. AMGEN INC   2014-01-09 2019-04-18
54. AMPHENOL CORP NEW CL A   2018-11-20 2019-04-18
68. APPLE INC   2009-08-04 2019-04-18
58. AUTOMATIC DATA PROCESSING INC   2018-06-05 2019-04-18
9. AUTOZONE INC   2018-10-19 2019-04-18
115. BP PLC SPONSORED ADR   2019-03-05 2019-04-18
444. BANK OF AMERICA CORP   2018-08-08 2019-04-18
85. BANK NEW YORK MELLON CORP COM   2016-05-05 2019-04-18
72. BAXTER INTERNATIONAL INC   2018-01-10 2019-04-18
61. BOEING CO   2017-10-30 2019-04-18
61. BOOZ ALLEN HAMILTON HOLDING   2019-01-09 2019-04-18
94. BRISTOL MYERS SQUIBB CO   2018-09-20 2019-04-18
26. BROADCOM INC   2019-02-12 2019-04-18
28. BURLINGTON STORES INC   2016-09-02 2019-04-18
178. CBRE GROUP INC   2018-03-01 2019-04-18
107. CSX CORP COM   2018-08-08 2019-04-18
76. CELANESE CORP   2018-05-22 2019-04-18
88. CENTENE CORP   2018-04-30 2019-04-18
41. CHEVRON CORPORATION   2018-07-17 2019-04-18
74. CHURCH & DWIGHT INC   2019-02-06 2019-04-18
185. CISCO SYS INC COM   2018-04-30 2019-04-18
30. CISCO SYS INC COM   2011-11-16 2019-04-18
188. CITIZENS FINANCIAL GROUP   2016-11-21 2019-04-18
43. COMCAST CORPORATION CL A   2018-10-19 2019-04-18
215. COMCAST CORPORATION CL A   2011-10-20 2019-04-18
88. CONOCOPHILLIPS   2017-11-06 2019-04-18
32. COSTCO WHSL CORP NEW COM   2018-08-08 2019-04-18
50. DANAHER CORP   2018-06-20 2019-04-18
43. DOLLAR GENERAL CORP   2018-11-20 2019-04-18
57. DUKE ENERGY HOLDING CORP   2018-12-19 2019-04-18
121. EASTMAN CHEM CO   2018-03-06 2019-04-18
49. FACEBOOK INC   2016-03-03 2019-04-18
50. HCA HEALTHCARE INC   2019-03-27 2019-04-18
49. HOME DEPOT INC COM   2012-01-11 2019-04-18
39. INTEL CORP   2016-08-23 2019-04-18
168. INTEL CORP   2018-11-20 2019-04-18
34. INTERNATIONAL FLAVORS & FRAGRANCES INC   2019-02-06 2019-04-18
158. J P MORGAN CHASE & CO COM   2010-01-21 2019-04-18
78. KOHLS CORP COM   2018-04-12 2019-04-18
40. LAUDER ESTEE COS INC CL A   2019-02-20 2019-04-18
57. LILLY ELI & CO   2018-07-17 2019-04-18
48. M&T BK CORP   2019-01-09 2019-04-18
47. MCDONALDS CORP COM   2017-06-21 2019-04-18
23. MICROSOFT CORP   2018-11-20 2019-04-18
181. MICROSOFT CORP   2018-07-17 2019-04-18
43. NORFOLK SOUTHN CORP COM   2018-11-20 2019-04-18
21. NORTHROP GRUMMAN CORPORATION   2015-07-22 2019-04-18
187. PFIZER INC COM   2017-11-17 2019-04-18
122. PROCTER & GAMBLE CO   2018-12-19 2019-04-18
99. PROGRESSIVE CORP OHIO   2019-02-12 2019-04-18
27. RAYTHEON COMPANY   2016-02-01 2019-04-18
50. S&P GLOBAL INC   2016-05-26 2019-04-18
129. SUNTRUST BANKS INC COM   2016-06-29 2019-04-18
78. T-MOBILE US INC   2017-05-05 2019-04-18
119. TOTAL FINA S A   2015-08-14 2019-04-18
47. UNITED RENTALS INC COM   2017-06-06 2019-04-18
33. UNITEDHEALTH GROUP INC COM   2016-10-28 2019-04-18
57. VISA INC CLASS A SHARES   2013-02-11 2019-04-18
111. WEC ENERGY GROUP INC   2010-01-21 2019-04-18
101. WASTE MANAGEMENT INC   2018-03-13 2019-04-18
1068.254 ROYCE FD TOTAL RETURN   2009-12-11 2019-04-25
1943.821 VANGUARD INFLATION PROTECTED SECURITIES FUND ADMIRAL SHS   2011-12-22 2019-04-25
78. AMPHENOL CORP NEW CL A   2018-11-20 2019-05-13
124. BANK NEW YORK MELLON CORP COM   2016-05-05 2019-05-13
40. RAYTHEON COMPANY   2016-02-01 2019-05-13
113. KOHLS CORP COM   2018-04-12 2019-05-30
8. ALPHABET INC/CA-CL A   2008-12-11 2019-06-19
130. CENTENE CORP   2018-04-30 2019-06-19
84. DUKE ENERGY HOLDING CORP   2018-12-19 2019-06-19
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 33,522   12,982 20,540
b 11,643   13,272 -1,629
c 17,597   12,863 4,734
d 16,860   10,415 6,445
e 32,033   30,000 2,033
20,000   13,861 6,139
57,565   52,916 4,649
19,482   17,490 1,992
22,201   18,010 4,191
45,492   50,108 -4,616
6,275   7,486 -1,211
9,682   10,913 -1,231
66,060   69,517 -3,457
72,868   60,091 12,777
21,056   25,299 -4,243
20,500   25,000 -4,500
30,879   25,000 5,879
22,712   25,000 -2,288
23,178   25,000 -1,822
16,414   11,298 5,116
15,239   6,883 8,356
25,720   20,922 4,798
15,860   15,064 796
1,255   1,014 241
13,686   7,097 6,589
19,793   20,749 -956
16,994   12,904 4,090
17,082   21,615 -4,533
13,850   17,108 -3,258
11,374   8,481 2,893
18,445   16,829 1,616
15,611   17,844 -2,233
11,450   16,925 -5,475
27,326   15,847 11,479
15,283   13,638 1,645
190   25 165
11,133   15,530 -4,397
18,971   21,395 -2,424
38,975   32,303 6,672
30,180   21,163 9,017
14,072   17,278 -3,206
13,443   14,083 -640
16,910   16,217 693
4,228   4,750 -522
18,676   14,744 3,932
21,294   19,047 2,247
23,412   22,788 624
79     79
20,443   24,682 -4,239
14,115   17,135 -3,020
12,072   13,926 -1,854
3,602   3,650 -48
15,463   14,057 1,406
12,246   11,196 1,050
3,973   2,513 1,460
6,692   4,289 2,403
3,716   3,308 408
9,021   1,131 7,890
7,439   6,458 981
5,859   4,410 1,449
3,629   3,500 129
4,670   4,985 -315
3,400   2,486 914
4,144   3,701 443
5,854   5,244 610
2,979   2,080 899
4,085   3,283 802
3,330   4,090 -760
2,655   2,511 144
16,338   10,118 6,220
5,223   4,830 393
517   507 10
5,167   5,203 -36
5,563   6,290 -727
3,903   3,583 320
3,774   3,734 40
3,539   3,282 257
2,139   1,779 360
6,204   5,261 943
5,048   4,631 417
7,386   6,733 653
4,252   3,387 865
707   698 9
2,815   2,186 629
3,479   3,175 304
3,683   3,593 90
2,195   2,908 -713
5,609   3,827 1,782
6,579   2,097 4,482
8,061   7,171 890
2,987   3,433 -446
12,435   7,396 5,039
3,853   3,550 303
163   156 7
4,994   3,589 1,405
698   647 51
5,138   4,356 782
17,115   16,394 721
5,637   5,113 524
4,122   2,547 1,575
5,800   4,918 882
3,960   3,873 87
6,570   6,252 318
3,608   2,902 706
7,390   3,980 3,410
6,433   3,969 2,464
4,193   3,738 455
5,321   4,475 846
3,423   4,791 -1,368
733   639 94
6,611   4,165 2,446
6,674   1,690 4,984
7,589   2,433 5,156
3,038   2,750 288
4,355   3,754 601
13,662   16,717 -3,055
13,417   16,144 -2,727
99     99
4,744   5,136 -392
22,405   13,274 9,131
5,595   3,975 1,620
13,056   11,196 1,860
5,613   3,571 2,042
8,243   5,424 2,819
5,637   4,580 1,057
13,830   1,603 12,227
9,431   7,804 1,627
9,353   6,615 2,738
5,094   4,909 185
13,364   14,097 -733
4,092   3,355 737
5,337   4,934 403
23,220   15,860 7,360
3,469   2,782 687
4,250   5,738 -1,488
8,315   7,254 1,061
4,590   2,371 2,219
8,962   8,347 615
8,436   7,747 689
8,006   8,692 -686
4,102   4,777 -675
4,901   5,038 -137
5,460   4,583 877
10,429   8,228 2,201
1,691   574 1,117
6,721   6,022 699
1,824   1,565 259
9,119   2,547 6,572
5,792   4,731 1,061
7,877   7,211 666
6,423   4,967 1,456
5,330   4,550 780
5,091   4,995 96
10,090   12,566 -2,476
8,712   5,358 3,354
5,690   6,441 -751
10,129   2,130 7,999
2,289   1,390 899
9,859   8,086 1,773
4,595   4,863 -268
18,072   6,876 11,196
5,498   4,944 554
6,821   6,251 570
6,555   5,115 1,440
8,089   7,533 556
9,105   7,238 1,867
2,815   2,357 458
22,155   19,384 2,771
8,570   7,092 1,478
5,911   3,497 2,414
7,303   6,617 686
12,951   11,590 1,361
7,471   6,878 593
4,913   3,384 1,529
10,817   5,528 5,289
8,225   5,120 3,105
5,720   5,115 605
6,725   5,797 928
6,404   5,006 1,398
7,293   4,627 2,666
9,115   2,241 6,874
8,510   2,784 5,726
10,696   8,819 1,877
11,911   11,259 652
49,198   54,822 -5,624
7,182   6,615 567
5,868   4,894 974
7,085   5,013 2,072
5,734   7,163 -1,429
8,770   4,947 3,823
7,187   7,057 130
7,322   7,361 -39
      21,903
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       20,540
b       -1,629
c       4,734
d       6,445
e       2,033
      6,139
      4,649
      1,992
      4,191
      -4,616
      -1,211
      -1,231
      -3,457
      12,777
      -4,243
      -4,500
      5,879
      -2,288
      -1,822
      5,116
      8,356
      4,798
      796
      241
      6,589
      -956
      4,090
      -4,533
      -3,258
      2,893
      1,616
      -2,233
      -5,475
      11,479
      1,645
      165
      -4,397
      -2,424
      6,672
      9,017
      -3,206
      -640
      693
      -522
      3,932
      2,247
      624
      79
      -4,239
      -3,020
      -1,854
      -48
      1,406
      1,050
      1,460
      2,403
      408
      7,890
      981
      1,449
      129
      -315
      914
      443
      610
      899
      802
      -760
      144
      6,220
      393
      10
      -36
      -727
      320
      40
      257
      360
      943
      417
      653
      865
      9
      629
      304
      90
      -713
      1,782
      4,482
      890
      -446
      5,039
      303
      7
      1,405
      51
      782
      721
      524
      1,575
      882
      87
      318
      706
      3,410
      2,464
      455
      846
      -1,368
      94
      2,446
      4,984
      5,156
      288
      601
      -3,055
      -2,727
      99
      -392
      9,131
      1,620
      1,860
      2,042
      2,819
      1,057
      12,227
      1,627
      2,738
      185
      -733
      737
      403
      7,360
      687
      -1,488
      1,061
      2,219
      615
      689
      -686
      -675
      -137
      877
      2,201
      1,117
      699
      259
      6,572
      1,061
      666
      1,456
      780
      96
      -2,476
      3,354
      -751
      7,999
      899
      1,773
      -268
      11,196
      554
      570
      1,440
      556
      1,867
      458
      2,771
      1,478
      2,414
      686
      1,361
      593
      1,529
      5,289
      3,105
      605
      928
      1,398
      2,666
      6,874
      5,726
      1,877
      652
      -5,624
      567
      974
      2,072
      -1,429
      3,823
      130
      -39
       
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 2 291,623
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 148,047 3,264,632 0.045349
2016 143,470 3,039,276 0.047205
2015 142,553 2,978,866 0.047855
2014 140,858 3,122,255 0.045114
2013 151,177 2,961,426 0.051049
2
Total of line 1, column (d) .....................
2
0.236572
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
0.047314
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
3,194,162
5
Multiply line 4 by line 3......................
5
151,129
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
3,459
7
Add lines 5 and 6........................
7
154,588
8
Enter qualifying distributions from Part XII, line 4,.............
8
142,457
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 6,918
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 6,918
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 6,918
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 3,828
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 3,828
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 3,090
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 addressbulletSEE FOOTNOTE
    14
    The books are in care ofbulletPNC BANK NA Telephone no.bullet (412) 768-9969

    Located atbullet116 ALLEGHENY CENTER MALLPITTSURGHPA 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 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
     
    No
    .........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
    7
    34,304    
    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 (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
    3,242,804
    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
    3,242,804
    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
    3,242,804
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    48,642
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    3,194,162
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    159,708
    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
    159,708
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    6,918
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    6,918
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    152,790
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    152,790
    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
    152,790
    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
    142,457
    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
    142,457
    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
    142,457
    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 7 152,790
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 121,576
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 0
    b From 2014...... 0
    c From 2015...... 0
    d From 2016...... 0
    e From 2017...... 0
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 142,457
    a Applied to 2017, but not more than line 2a 121,576
    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..... 20,881
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2018. 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 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 ..........
    131,909
    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 ......
    0
    10 Analysis of line 9:
    a Excess from 2014.... 0
    b Excess from 2015.... 0
    c Excess from 2016.... 0
    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 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,PA15212
    (412) 762-5157
    bThe form in which applications should be submitted and information and materials they should include:
    LETTER STATING FOR WHAT THE FUNDS WILL BE USED
    cAny submission deadlines:
    NO SUBMISSION DEADLINES
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    RESTRICTED FOR LOCAL CHARITIES
    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
    DUQUESNE UNIVERSITY
    600 FORBES AVENUE
    PITTSBURGH,PA15282
    NONE PC SCHOLARSHIPS 7,500
    CHRIST THE DIVINE TEACHER CATHOLIC ACAD
    205 BRILLIANT AVE
    ASPINWALL,PA15215
    NONE PC GENERAL SUPPORT OF VARIOUS 2,500
    SAINT JUAN DIEGO PARISH
    201 9TH ST
    SHARPSBURG,PA15215
    NONE PC GENERAL SUPPORT OF VARIOUS 2,500
    CAMP GUYASUTA
    BOY SCOUTS OF AMERICA
    300 23RD ST EXT
    SHARPSBURG,PA15215
    NONE PC GENERAL SUPPORT OF VARIOUS 5,000
    BREAD OF LIFE FOOD PANTRY
    94 LOCUST STREET
    ETNA,PA15223
    NONE PC GENERAL SUPPORT OF VARIOUS 5,000
    PENNSYLVANIA STATE UNIVERSITY
    ONE OLD MAIN
    UNIVERSITY PARK,PA16802
    NONE PC SCHOLARSHIPS 5,000
    SHALER AREA SCHOOL DISTRICT
    1800 MT ROYAL BLVD
    GLENSHAW,PA15116
    NONE PC GENERAL SUPPORT OF VARIOUS 20,000
    BOROUGH OF ASPINWALL
    217 COMMERCIAL AVENUE
    ASPINWALL,PA15215
    NONE PC GENERAL SUPPORT OF VARIOUS 7,300
    BOROUGH OF ETNA
    437 BUTLER STREET
    PITTSBURGH,PA15223
    NONE PC GENERAL SUPPORT OF VARIOUS 37,500
    BOROUGH OF SHARPSBURG
    1611 MAIN STREET
    PITTSBURGH,PA15215
    NONE PC GENERAL SUPPORT OF VARIOUS 28,000
    FOX CHAPEL AREA SCHOOL DISTRICT
    611 FIELD CLUB ROAD
    PITTSBURGH,PA15238
    NONE PC SUPPORT OF FOX CHAPEL CREW 2,500
    INDIANA UNIVERSITY OF PA
    1011 SOUTH DRIVE
    INDIANA,PA15705
    NONE PC SCHOLARSHIP 2,500
    Total .................................bullet 3a 125,300
    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 71,821  
    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 ............
        18 291,623  
    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)..   363,444  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    363,444
    (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.)
    1A RECOVERY OF PRIOR YEAR GRANT
    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:
    CLARENCE S & MARGARET F FUGH FDN
    EIN:
    25-6062524
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MUTUAL FUNDS - FIXED AT COST 825,196 840,781
    MUTUAL FUNDS - EQUITY AT COST 1,514,183 1,715,615
    ALTERNATIVE INVESTMENTS      

    TY 2018 OtherDecreasesSchedule
    Name:
    CLARENCE S & MARGARET F FUGH FDN
    EIN:
    25-6062524
    Description Amount
    ROUNDING ADJ FOR SALES AND TRANSACTIONS 5
    TAX COST ADJUSTMENTS 50


    TY 2018 OtherExpensesSchedule
    Name:
    CLARENCE S & MARGARET F FUGH FDN
    EIN:
    25-6062524
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER NON-ALLOCABLE EXPENSE - 5 0   5


    TY 2018 TaxesSchedule
    Name:
    CLARENCE S & MARGARET F FUGH FDN
    EIN:
    25-6062524
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 406 406   0
    FEDERAL TAX PAYMENT - PRIOR YE 1,921 0   0
    FEDERAL ESTIMATES - PRINCIPAL 3,828 0   0