TY 2018 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
bullet

Go 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 10-01-2018 , and ending 09-30-2019

Name of foundation
CURTZE ADOLPH TW

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

23-6542122

B Telephone number (see instructions)

(412) 768-5898

C If exemption application is pending, check here bullet

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. bullet

2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... bullet

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... bullet

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) bullet

$3,412,140J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	80,536		80,536
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		336,796
b	Gross sales price for all assets on line 6a 2,959,122
7	Capital gain net income (from Part IV, line 2)...			336,796
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........	417,332		417,332
13	Compensation of officers, directors, trustees, etc.	34,493		32,769		1,724
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)...		7,399	329		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).......		1,037	1,037
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	42,929		34,135	0	1,724
25	Contributions, gifts, grants paid.......	128,044				128,044
26	Total expenses and disbursements. Add lines 24 and 25	170,973		34,135	0	129,768
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	246,359
b	Net investment income (if negative, enter -0-)			383,197
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	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............
	2	Savings and temporary cash investments.........	113,497	29,615	29,615
	3	Accounts receivable
		Less: allowance for doubtful accounts		0	0
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts 0
	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).......	697,589
	c	Investments—corporate bonds (attach schedule).......
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	2,259,254	3,287,083	3,382,525
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	3,070,340	3,316,698	3,412,140
	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 )
	23	Total liabilities (add lines 17 through 22).........		0
		Foundations that follow SFAS 117, check here
		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
		and complete lines 27 through 31.
	27	Capital stock, trust principal, or current funds........	3,069,713	3,314,455
	28	Paid-in or capital surplus, or land, bldg., and equipment fund
	29	Retained earnings, accumulated income, endowment, or other funds	627	2,243
	30	Total net assets or fund balances (see instructions).....	3,070,340	3,316,698
	31	Total liabilities and net assets/fund balances (see instructions).	3,070,340	3,316,698

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

3,070,340

Enter amount from Part I, line 27a .....................

246,359

Other increases not included in line 2 (itemize) bullet

Add lines 1, 2, and 3 ..........................

3,316,699

Decreases not included in line 2 (itemize) bullet

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .

3,316,698

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	165. ISHARES TR S&P SMLCAP 600		2018-06-29	2018-10-02
b	127. SECTOR SPDR TR SBI CYCL TRANS		2018-07-31	2018-10-02
c	202. SECTOR SPDR TR SBI INT-ENERGY		2018-08-31	2018-10-02
d	74. BORG WARNER INC.		2017-08-21	2018-10-10
e	25. BORG WARNER INC.		2017-10-30	2018-10-10
	107. US FOODS HOLDING CORP		2018-07-10	2018-10-10
	98. MICRON TECHNOLOGY INC		2018-03-21	2018-10-18
	1. BP PLC FAIR FUND XXX-XX-XXXX		2001-01-01	2018-10-19
	39. ABBVIE INC		2016-10-03	2018-10-22
	104. APPLIED MATERIALS INC		2016-07-19	2018-10-25
	55. DOWDUPONT INC REV SPLIT 06/03/19		2016-10-03	2018-10-25
	55. ACADIA HEALTH CARE CO INC		2017-08-11	2018-10-30
	82. TWITTER INC		2018-08-30	2018-10-30
	203. FIRST DATA CORP- CLASS A MERGED 07/29/19		2018-09-11	2018-11-06
	68. TEXAS INSTRS INC COM		2016-10-03	2018-11-06
	23. BURLINGTON STORES INC		2016-10-03	2018-11-08
	30. FERRARI NV - W/I SEDOL BZ1GMK5		2018-07-03	2018-11-14
	1. NU SKIN ENTERPRISES 67018T105		2001-01-01	2018-11-23
	23. APPLE INC		2014-05-05	2018-11-30
	15. FEDEX CORPORATION		2018-05-16	2018-11-30
	6. FEDEX CORPORATION		2018-08-09	2018-11-30
	92. JACOBS ENGINEERING GROUP INC		2018-07-10	2018-11-30
	59. TE CONNECTIVITY LTD SEDOL B62B7C3 ISIN CH0102993182		2017-05-26	2018-12-11
	56. EASTMAN CHEM CO		2018-03-06	2019-01-22
	16. BAXTER INTERNATIONAL INC		2017-08-16	2019-01-30
	5. INTUITIVE SURGICAL INC		2018-02-14	2019-01-30
	34. MCCORMICK & CO INC COM NON VTG		2018-07-10	2019-01-30
	98. MORGAN STANLEY		2016-09-30	2019-01-30
	65. OCCIDENTAL PETE CORP COM		2018-06-12	2019-01-30
	52. PRICE T ROWE GROUP INC COM		2017-08-31	2019-02-07
	46. TOTAL SYSTEMS SERVICES INC MERGED 09/17/2019		2017-07-07	2019-02-12
	61. ISHARES TIPS BOND ETF		2018-03-09	2019-03-06
	1005. ISHARES TIPS BOND ETF		2016-08-25	2019-03-06
	499.508 VIRTUS SEIX FLOATING RATE HIGH INCOME FUND CLASS I		2018-03-09	2019-03-07
	9254.43 VIRTUS SEIX FLOATING RATE HIGH INCOME FUND CLASS I		2016-08-05	2019-03-07
	23. WELLCARE HEALTH PLANS, INC.		2018-06-08	2019-03-19
	16. BIOGEN INC		2016-05-18	2019-03-25
	1. BANK OF AMERICA XXX-XX-XXXX		2001-01-01	2019-03-28
	81. ABBVIE INC		2016-10-03	2019-04-04
	48. ACADIA HEALTH CARE CO INC		2018-08-09	2019-04-04
	76. ACADIA HEALTH CARE CO INC		2018-12-19	2019-04-04
	122. ACADIA HEALTH CARE CO INC		2017-08-11	2019-04-04
	82. ADOBE SYSTEMS INC		2016-08-15	2019-04-04
	32. ALEXION PHARMACEUTICALS INC		2019-03-25	2019-04-04
	15. ALPHABET INC/CA-CL A		2014-08-14	2019-04-04
	4. ALPHABET INC/CA-CL A		2018-11-30	2019-04-04
	5. AMAZON.COM INC		2018-05-03	2019-04-04
	9. AMAZON.COM INC		2017-12-08	2019-04-04
	83. AMERIPRISE FINANCIAL INC		2016-08-15	2019-04-04
	93. AMGEN INC		2016-08-15	2019-04-04
	44. AMPHENOL CORP NEW CL A		2018-11-06	2019-04-04
	68. ANSYS INC		2017-06-30	2019-04-04
	1. ANSYS INC		2018-09-10	2019-04-04
	129. APPLE INC		2014-06-17	2019-04-04
	49. AUTOMATIC DATA PROCESSING INC		2018-05-29	2019-04-04
	6. AUTOZONE INC		2018-09-21	2019-04-04
	73. BOK FINL CORP NEW		2016-08-15	2019-04-04
	3814.659 BAIRD MIDCAP INST		2016-04-06	2019-04-04
	1497. BANCO BILBAO VIZCAYA ARGENTARIA S A		2016-08-15	2019-04-04
	7. BANK OF AMERICA CORP		2018-09-10	2019-04-04
	501. BANK OF AMERICA CORP		2016-08-15	2019-04-04
	125. BANK OF AMERICA CORP		2019-01-30	2019-04-04
	50. BAXTER INTERNATIONAL INC		2018-05-31	2019-04-04
	37. BAXTER INTERNATIONAL INC		2017-08-16	2019-04-04
	31. BOEING CO		2017-10-25	2019-04-04
	85. BOOZ ALLEN HAMILTON HOLDING		2018-12-11	2019-04-04
	70. BRISTOL MYERS SQUIBB CO		2018-09-05	2019-04-04
	18. BROADCOM INC		2018-11-06	2019-04-04
	25. BURLINGTON STORES INC		2016-11-14	2019-04-04
	109. CBRE GROUP INC		2018-02-22	2019-04-04
	91. CDW CORP/DE		2014-08-27	2019-04-04
	96. CSX CORP COM		2018-07-25	2019-04-04
	115. CAPITAL ONE FINANCIAL CORP		2017-09-28	2019-04-04
	9. CELANESE CORP		2018-10-25	2019-04-04
	47. CELANESE CORP		2018-05-16	2019-04-04
	60. CENTENE CORP		2018-09-21	2019-04-04
	80. CHURCH & DWIGHT INC		2018-08-09	2019-04-04
	87. CISCO SYS INC COM		2018-10-25	2019-04-04
	186. COCACOLA CO		2016-11-02	2019-04-04
	81. COCACOLA CO		2018-05-22	2019-04-04
	157. COMCAST CORPORATION CL A		2014-07-22	2019-04-04
	6. COSTCO WHSL CORP NEW COM		2019-03-19	2019-04-04
	19. COSTCO WHSL CORP NEW COM		2018-07-25	2019-04-04
	66. CULLEN FROST BANKERS INC		2016-08-15	2019-04-04
	3. CULLEN FROST BANKERS INC		2018-09-10	2019-04-04
	135. DANAHER CORP		2016-08-15	2019-04-04
	146. DISCOVERY INC CLASS A		2018-07-03	2019-04-04
	10. DOLLAR GENERAL CORP		2018-11-14	2019-04-04
	39. DOLLAR GENERAL CORP		2018-09-21	2019-04-04
	67. E*TRADE FINANCIAL CORP		2018-07-11	2019-04-04
	8. EAST WEST BANCORP INC		2018-09-10	2019-04-04
	157. EAST WEST BANCORP INC		2018-03-13	2019-04-04
	62. EQUITY LIFESTYLE PROPERTIES REIT		2018-09-26	2019-04-04
	9. FACEBOOK INC		2018-05-09	2019-04-04
	69. FACEBOOK INC		2016-02-02	2019-04-04
	43. FIVE BELOW		2018-11-08	2019-04-04
	61. GENERAL DYNAMICS CORP		2016-08-15	2019-04-04
	173. HALLIBURTON CO		2015-08-10	2019-04-04
	85. HALLIBURTON CO		2018-05-22	2019-04-04
	121. HOME DEPOT INC COM		2016-01-13	2019-04-04
	122. INTEL CORP		2016-02-02	2019-04-04
	31. INTERNATIONAL FLAVORS & FRAGRANCES INC		2019-01-22	2019-04-04
	24. INTUIT SOFTWARE		2019-02-12	2019-04-04
	8. INTUITIVE SURGICAL INC		2018-02-14	2019-04-04
	844.407 WCM FOCUSED INTL GROWTH-INS		2018-09-26	2019-04-04
	3520. ISHARES CORE US AGGREGATE BOND ETF		2014-10-22	2019-04-04
	1386. ISHARES MSCI EMERGING MKTS INDEX FUND		2016-11-30	2019-04-04
	263. ISHARES MSCI EMERGING MKTS INDEX FUND		2018-09-10	2019-04-04
	199. ISHARES TR S&P SMLCP VALU		2011-05-31	2019-04-04
	163. ISHARES TR S&P SMLCP GROW		2014-03-14	2019-04-04
	1920. ISHARES EDGE MSCI USA QUALITY FACTOR ETF		2016-10-03	2019-04-04
	1407. ISHARES EDGE MSCI USA VALUE FACTOR ETF		2016-10-03	2019-04-04
	375. ISHARES EDGE MSCI USA MOMENTUM FACTOR ETF		2018-09-28	2019-04-04
	1. J P MORGAN CHASE & CO COM		2018-09-10	2019-04-04
	82. J P MORGAN CHASE & CO COM		2016-08-15	2019-04-04
	75. KOHLS CORP COM		2018-10-10	2019-04-04
	312. KROGER CO		2017-06-13	2019-04-04
	71. LAMB WESTON HOLDING INC-W/I		2018-10-10	2019-04-04
	3. LENNAR CORP		2018-09-10	2019-04-04
	222. LENNAR CORP		2016-08-15	2019-04-04
	4. LENNAR CORP CLASS B		2016-08-15	2019-04-04
	47. LILLY ELI & CO		2018-07-10	2019-04-04
	60. MARTIN MARIETTA MATLS INC		2016-08-15	2019-04-04
	35. MASTERCARD INC CL A		2016-11-04	2019-04-04
	39. MCDONALDS CORP COM		2017-05-09	2019-04-04
	330. MICROSOFT CORP		2016-02-01	2019-04-04
	16. MICROSOFT CORP		2018-11-06	2019-04-04
	72. MICROSOFT CORP		2018-05-09	2019-04-04
	151. MICROCHIP TECHNOLOGY INC		2016-08-15	2019-04-04
	13. MICROCHIP TECHNOLOGY INC		2018-09-10	2019-04-04
	1104. MITSUBISHI UFJ FINL GRP ADR		2016-08-15	2019-04-04
	188. MONDELEZ INTERNATIONAL		2014-10-27	2019-04-04
	9. MOTOROLA SOLUTIONS INC		2018-05-09	2019-04-04
	37. MOTOROLA SOLUTIONS INC		2018-03-12	2019-04-04
	172. NATIONAL FUEL GAS CO N J COM		2016-08-15	2019-04-04
	32. NORFOLK SOUTHN CORP COM		2018-11-30	2019-04-04
	14. NORTHROP GRUMMAN CORPORATION		2015-07-16	2019-04-04
	20. NOVARTIS AG SPONSORED ADR		2019-01-30	2019-04-04
	115. NOVARTIS AG SPONSORED ADR		2016-08-15	2019-04-04
	4. OSHKOSH CORPORATION CLASS B		2018-09-10	2019-04-04
	164. OSHKOSH CORPORATION CLASS B		2016-08-15	2019-04-04
	101. PPG INDS INC COM		2016-08-15	2019-04-04
	68. PARKER HANNIFIN CORP		2018-10-22	2019-04-04
	148. PAYPAL HOLDINGS INC-W/I		2016-08-15	2019-04-04
	121. PHILLIPS 66		2016-08-15	2019-04-04
	3. PIONEER NAT RES CO		2018-09-10	2019-04-04
	49. PIONEER NAT RES CO		2016-08-15	2019-04-04
	55. PROCTER & GAMBLE CO		2019-01-30	2019-04-04
	131. PROGRESSIVE CORP OHIO		2019-01-30	2019-04-04
	23. RAYTHEON COMPANY		2016-01-25	2019-04-04
	214. REGIONS FINANCIAL CORP		2018-03-28	2019-04-04
	27. S&P GLOBAL INC		2016-07-29	2019-04-04
	201. SONY CORP AMERICAN SHARE NEW SPONSORED ADR		2018-05-11	2019-04-04
	58. SUN CMNTYS INC		2018-09-13	2019-04-04
	44. TOTAL SYSTEMS SERVICES INC MERGED 09/17/2019		2017-07-07	2019-04-04
	245. TWITTER INC		2018-08-30	2019-04-04
	187. UNILEVER N V N Y SHS NEW		2016-08-15	2019-04-04
	25. UNITED RENTALS INC COM		2018-09-21	2019-04-04
	49. UNITED TECHNOLOGIES CORP COM		2018-04-27	2019-04-04
	46. UNITEDHEALTH GROUP INC COM		2016-10-26	2019-04-04
	34230.791 VANGUARD TOTL BD MKT IDX-ADM		2014-10-22	2019-04-04
	49. VEEVA SYSTEMS INC-CLASS A		2019-01-30	2019-04-04
	131. WALGREENS BOOTS ALLIANCE INC		2016-08-15	2019-04-04
	27. WASTE MANAGEMENT INC		2018-07-11	2019-04-04
	54. WASTE MANAGEMENT INC		2018-03-12	2019-04-04
	15044.53 WELLS FARGO CORE BOND FUND		2019-03-07	2019-04-04
	2187.399 WELLS FARGO SPECIAL US MID CAP VALUE I		2016-05-26	2019-04-04
	3244. WISDOMTREE U.S. QUALITY DIVI ETF		2016-10-03	2019-04-04
	31. ZEBRA TECHNOLOGIES CORP CLASS A		2018-10-18	2019-04-04
	54. INGERSOLL-RAND PLC SEDOL B633030		2018-11-30	2019-04-04
	290. JOHNSON CTLS INTL PLC SEDOL BY7QL61		2018-01-03	2019-04-04
	123. MEDTRONIC PLC SEDOL BTN1Y11		2016-08-15	2019-04-04
	70. CHUBB LTD SEDOL B3BQMF6		2016-08-15	2019-04-04
	1. BP PLC XXX-XX-XXXX		2001-01-01	2019-04-23
	1. AMGEN INC XXX-XX-XXXX		2001-01-01	2019-08-23
	1. LENDINGCLUB CORPORATION 52603A109		2001-01-01	2019-09-30
	CAPITAL GAIN DIVIDENDS	P

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	14,399	13,877	522
b	14,914	14,130	784
c	15,413	15,028	385
d	2,934	3,291	-357
e	991	1,311	-320
	3,147	4,135	-988
	4,057	6,015	-1,958
	893	25	868
	3,353	2,439	914
	3,379	3,072	307
	2,901	2,889	12
	2,244	2,874	-630
	2,741	2,907	-166
	3,735	5,101	-1,366
	6,489	4,762	1,727
	3,948	1,764	2,184
	3,324	4,045	-721
	38	25	13
	4,096	2,037	2,059
	3,403	3,714	-311
	1,361	1,478	-117
	6,021	6,129	-108
	4,446	4,660	-214
	4,409	5,830	-1,421
	1,125	976	149
	2,465	2,013	452
	4,181	4,025	156
	4,133	3,142	991
	4,327	5,537	-1,210
	4,893	4,624	269
	4,224	2,702	1,522
	6,757	6,831	-74
	111,332	116,366	-5,034
	4,271	4,356	-85
	79,125	79,518	-393
	5,676	5,349	327
	3,492	4,472	-980
	50	25	25
	6,733	7,855	-1,122
	1,436	1,899	-463
	2,273	2,115	158
	3,649	6,374	-2,725
	22,097	8,320	13,777
	4,521	4,150	371
	18,288	9,388	8,900
	4,877	4,362	515
	9,122	7,773	1,349
	16,420	13,033	3,387
	11,399	8,133	3,266
	17,996	15,749	2,247
	4,461	3,973	488
	12,772	8,239	4,533
	188	186	2
	25,282	14,034	11,248
	7,865	6,361	1,504
	6,236	4,610	1,626
	6,104	4,947	1,157
	81,214	57,770	23,444
	9,207	9,775	-568
	204	216	-12
	14,569	7,619	6,950
	3,635	3,652	-17
	4,022	3,599	423
	2,977	2,306	671
	12,199	8,246	3,953
	4,953	4,232	721
	3,242	4,278	-1,036
	5,479	4,033	1,446
	3,796	2,066	1,730
	5,542	4,949	593
	9,157	3,440	5,717
	7,197	6,782	415
	9,880	9,675	205
	941	860	81
	4,912	5,209	-297
	3,231	4,320	-1,089
	5,765	4,456	1,309
	4,831	3,952	879
	8,602	7,861	741
	3,746	3,423	323
	6,330	5,068	1,262
	1,457	1,420	37
	4,612	4,166	446
	6,630	4,820	1,810
	301	329	-28
	17,706	10,821	6,885
	4,121	4,029	92
	1,179	1,156	23
	4,596	4,294	302
	3,241	4,115	-874
	409	507	-98
	8,032	10,664	-2,632
	7,183	5,955	1,228
	1,600	1,632	-32
	12,266	7,666	4,600
	5,241	5,280	-39
	10,353	9,372	981
	5,152	7,516	-2,364
	2,531	3,996	-1,465
	24,033	16,205	7,828
	6,820	3,823	2,997
	4,086	4,302	-216
	6,396	5,604	792
	4,573	3,219	1,354
	13,468	14,093	-625
	380,888	387,236	-6,348
	60,871	57,866	3,005
	11,551	10,838	713
	29,965	14,768	15,197
	29,529	19,825	9,704
	172,110	129,167	42,943
	114,796	91,605	23,191
	41,930	44,723	-2,793
	105	114	-9
	8,607	5,408	3,199
	5,350	5,544	-194
	7,378	9,152	-1,774
	5,014	5,342	-328
	151	152	-1
	11,138	9,938	1,200
	161	147	14
	5,942	4,141	1,801
	12,283	11,509	774
	8,306	4,010	4,296
	7,401	5,887	1,514
	39,570	19,245	20,325
	1,919	1,721	198
	8,633	6,967	1,666
	13,778	9,271	4,507
	1,186	1,090	96
	5,619	5,727	-108
	9,311	8,092	1,219
	1,277	958	319
	5,249	4,035	1,214
	10,513	9,589	924
	6,147	5,495	652
	3,797	2,375	1,422
	1,881	1,714	167
	10,817	9,318	1,499
	316	282	34
	12,951	9,151	3,800
	11,697	10,444	1,253
	12,228	10,724	1,504
	15,422	5,810	9,612
	11,513	9,586	1,927
	438	490	-52
	7,153	8,734	-1,581
	5,684	5,273	411
	9,545	8,758	787
	4,129	2,744	1,385
	3,195	3,882	-687
	5,761	3,291	2,470
	8,518	9,615	-1,097
	6,957	5,985	972
	4,259	2,585	1,674
	8,494	8,528	-34
	10,884	8,678	2,206
	3,059	4,244	-1,185
	6,477	6,042	435
	11,424	7,195	4,229
	363,873	371,614	-7,741
	6,385	5,453	932
	7,096	10,797	-3,701
	2,776	2,268	508
	5,553	4,681	872
	191,667	189,862	1,805
	83,449	70,749	12,700
	141,569	104,496	37,073
	6,710	5,197	1,513
	6,041	5,578	463
	10,568	11,285	-717
	10,950	10,725	225
	9,571	8,810	761
	112	25	87
	45	25	20
	5	5
			17,452

Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69			(l) Gains (Col. (h) gain minus col. (k), but not less than -0-) or Losses (from col.(h))
(i) F.M.V. as of 12/31/69	(j) Adjusted basis as of 12/31/69	(k) Excess of col. (i) over col. (j), if any
a			522
b			784
c			385
d			-357
e			-320
			-988
			-1,958
			868
			914
			307
			12
			-630
			-166
			-1,366
			1,727
			2,184
			-721
			13
			2,059
			-311
			-117
			-108
			-214
			-1,421
			149
			452
			156
			991
			-1,210
			269
			1,522
			-74
			-5,034
			-85
			-393
			327
			-980
			25
			-1,122
			-463
			158
			-2,725
			13,777
			371
			8,900
			515
			1,349
			3,387
			3,266
			2,247
			488
			4,533
			2
			11,248
			1,504
			1,626
			1,157
			23,444
			-568
			-12
			6,950
			-17
			423
			671
			3,953
			721
			-1,036
			1,446
			1,730
			593
			5,717
			415
			205
			81
			-297
			-1,089
			1,309
			879
			741
			323
			1,262
			37
			446
			1,810
			-28
			6,885
			92
			23
			302
			-874
			-98
			-2,632
			1,228
			-32
			4,600
			-39
			981
			-2,364
			-1,465
			7,828
			2,997
			-216
			792
			1,354
			-625
			-6,348
			3,005
			713
			15,197
			9,704
			42,943
			23,191
			-2,793
			-9
			3,199
			-194
			-1,774
			-328
			-1
			1,200
			14
			1,801
			774
			4,296
			1,514
			20,325
			198
			1,666
			4,507
			96
			-108
			1,219
			319
			1,214
			924
			652
			1,422
			167
			1,499
			34
			3,800
			1,253
			1,504
			9,612
			1,927
			-52
			-1,581
			411
			787
			1,385
			-687
			2,470
			-1,097
			972
			1,674
			-34
			2,206
			-1,185
			435
			4,229
			-7,741
			932
			-3,701
			508
			872
			1,805
			12,700
			37,073
			1,513
			463
			-717
			225
			761
			87
			20

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	336,796
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 ...................		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? Yes No

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	133,250	3,350,586	0.039769
2016	142,085	3,149,956	0.045107
2015	143,256	3,037,713	0.047159
2014	139,472	3,216,011	0.043368
2013	131,345	3,170,275	0.04143

Total of line 1, column (d) .....................

0.216833

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 ......

0.043367

Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......

3,266,358

Multiply line 4 by line 3......................

141,652

Enter 1% of net investment income (1% of Part I, line 27b)...........

3,832

Add lines 5 and 6........................

145,484

Enter qualifying distributions from Part XII, line 4,.............

129,768

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)

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 and enter “N/A" on line 1.
	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	7,664
	hereand 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	7,664
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	7,664
6	Credits/Payments:

a	2018 estimated tax payments and 2017 overpayment credited to 2018	6a	4,428
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	4,428
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.......		9	3,236
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2019 estimated tax0	Refunded	11	0

Part VII-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions

for definition).................................

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.

Did the foundation file Form 1120-POL for this year?.....................

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

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. bullet

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

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?................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

Form 990-PF (2018)

Page 5

Part VII-A

Statements Regarding Activities (continued)

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address bullet

N/A

The books are in care of bullet

PNC BANK NA Telephone no. bullet

(412) 768-5898

Located at bullet

116 ALLEGHENY CENTER MALLPITTSBURGHPA ZIP+4 bullet

15212

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

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

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? YesNo

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person?......................YesNo

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? YesNo

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? YesNo

(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)?...............YesNo

(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.).......YesNo

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 ........

Organizations relying on a current notice regarding disaster assistance check here........ bullet

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?.............

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)):

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?.............YesNo

If "Yes," list the years bullet

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year?......................YesNo

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.)..................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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?

Form 990-PF (2018)

Page 6

Part VII-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? YesNo

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive?.............YesNo

(3) Provide a grant to an individual for travel, study, or other similar purposes? YesNo

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions................YesNo

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals?.....YesNo

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 ......

Organizations relying on a current notice regarding disaster assistance check here......... bullet

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?..........YesNo

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract?.....................YesNo

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction? YesNo

If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....

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? .................YesNo

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	34,493
116 ALLEGHENY CENTER MALL PITTSBURGH,PA15212	TRUSTEE 7	34,493

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...................				0

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............. bullet

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)

Page 8

Part X

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

3,316,100

Average of monthly cash balances.......................

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

3,316,100

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

3,316,100

Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see

instructions) .............................

49,742

Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4

3,266,358

Minimum investment return. Enter 5% of line 5..................

163,318

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.)

Minimum investment return from Part X, line 6....................

163,318

Tax on investment income for 2018 from Part VI, line 5......

7,664

Income tax for 2018. (This does not include the tax from Part VI.)...

Add lines 2a and 2b............................

7,664

Distributable amount before adjustments. Subtract line 2c from line 1............

155,654

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

155,654

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...

155,654

Part XII

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

129,768

Program-related investments—total from Part IX-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4

129,768

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.................

Adjusted qualifying distributions. Subtract line 5 from line 4..............

129,768

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)

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					155,654
2 Undistributed income, if any, as of the end of 2018:
a Enter amount for 2017 only.......				120,304
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: $ 129,768
a Applied to 2017, but not more than line 2a				120,304
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.....					9,464
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 ..........					146,190
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)

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 section4942(j)(3) or4942(j)(5)

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	(e) Total

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

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

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)

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
HAMOT SECOND CENTURY FOUNDATION 201 STATE STREET ERIE,PA16550	NONE	PC	UNRESTRICTED FINANCIAL	128,044
Total ................................. 3a				128,044

bApproved for future payment

Total ................................. 3b

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	(e) Related or exempt function income (See instructions.)
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	80,536
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	336,796
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)..				417,332

13Total. Add line 12, columns (b), (d), and (e)..................

417,332

(See worksheet in line 13 instructions to verify calculations.)

Part XVI-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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)

Page 13

Part XVII

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below (see instr.)? Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2018)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2018 InvestmentsCorpStockSchedule

Name:

CURTZE ADOLPH TW

EIN:

23-6542122

Name of Stock	End of Year Book Value	End of Year Fair Market Value
COMMON STOCK

- TIN:

TY 2018 InvestmentsOtherSchedule2

Name:

CURTZE ADOLPH TW

EIN:

23-6542122

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
MUTUAL FUNDS - FIXED	AT COST	1,102,501	1,135,837
MUTUAL FUNDS - EQUITY	AT COST	2,184,582	2,246,688

- TIN:

TY 2018 OtherDecreasesSchedule

Name:

CURTZE ADOLPH TW

EIN:

23-6542122

Description	Amount
ROUNDING ADJ FOR SALES AND TRANSACTIONS	1

- TIN:

TY 2018 OtherExpensesSchedule

Name:

CURTZE ADOLPH TW

EIN:

23-6542122

Description	Revenue and Expenses per Books	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
MAP MANAGEMENT FEES	1,016	1,016		0
ADR SERVICE FEES	21	21		0

- TIN:

TY 2018 TaxesSchedule

Name:

CURTZE ADOLPH TW

EIN:

23-6542122

Category	Amount	Net Investment Income
FOREIGN TAXES	329	329
FEDERAL TAX PAYMENT - PRIOR YE	2,642	0
FEDERAL ESTIMATES - PRINCIPAL	4,428	0