Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
STAUNTON FARM FOUNDATION
540-054 DBA STAUNTON FARM FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)650 SMITHFIELD STREET NO 210
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH, PA152223907
A Employer identification number

25-0965573
B Telephone number (see instructions)

(412) 281-8020
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$51,558,278J Accounting method:
Modified Cash
(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... 1,021,216 1,107,772  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 3,284,236
b Gross sales price for all assets on line 6a 5,608,969
7 Capital gain net income (from Part IV, line 2)... 3,103,820
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 41,373 27,929  
12 Total. Add lines 1 through 11........ 4,346,825 4,239,521  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 123,821 0   123,821
14 Other employee salaries and wages...... 86,653 7,799   78,854
15 Pension plans, employee benefits....... 70,083 701   69,382
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 14,480 11,294   3,186
c Other professional fees (attach schedule).... Click to see attachment 92,367 85,367   7,000
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 96,150 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 20,485 0   20,485
21 Travel, conferences, and meetings....... 48,465 0   48,465
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 184,282 294,294   55,366
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 736,786 399,455   406,559
25 Contributions, gifts, grants paid....... 2,332,555 2,332,555
26 Total expenses and disbursements. Add lines 24 and 25 3,069,341 399,455   2,739,114
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,277,484
b Net investment income (if negative, enter -0-) 3,840,066
c Adjusted net income (if negative, enter -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............. 215,616 285,130 285,130
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
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 bullet        
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).......      
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).......... 50,681,379 Click to see attachment43,183,484 43,183,484
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment7,439,170 Click to see attachment8,089,664 Click to see attachment8,089,664
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 58,336,165 51,558,278 51,558,278
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 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........ 58,336,165 51,558,278
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 0 0
30 Total net assets or fund balances (see instructions)..... 58,336,165 51,558,278
31 Total liabilities and net assets/fund balances (see instructions). 58,336,165 51,558,278
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
58,336,165
2
Enter amount from Part I, line 27a .....................
2
1,277,484
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
59,613,649
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
8,055,371
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
51,558,278
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 CAPITAL GAINS FROM PARTNERSHIPS P    
b CAPITAL GAINS FROM TIFF MULTI-ASSET FUND P    
c
d
e
(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 990,785     990,785
b 2,113,035     2,113,035
c
d
e
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       990,785
b       2,113,035
c
d
e
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 3,103,820
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 2,499,800 55,598,392 0.044962
2016 2,580,973 51,555,439 0.050062
2015 2,636,422 54,303,059 0.048550
2014 2,697,009 56,440,071 0.047785
2013 2,409,490 54,778,302 0.043986
2
Total of line 1, column (d) .....................
2
0.235345
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
0.047069
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
56,451,497
5
Multiply line 4 by line 3......................
5
2,657,116
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
38,401
7
Add lines 5 and 6........................
7
2,695,517
8
Enter qualifying distributions from Part XII, line 4,.............
8
2,739,114
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 38,401
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 38,401
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 38,401
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 60,000
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 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 60,000
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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 21,599
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet21,599 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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    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 addressbulletWWW.STAUNTONFARM.ORG
    14
    The books are in care ofbulletSUSAN LUBIC Telephone no.bullet (412) 281-8020

    Located atbullet650 SMITHFIELD STREET SUITE 210PITTSBURGHPA ZIP+4bullet15222
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    MARGARET L WEAVER VICE PRESIDENT
    1.00     		0 0 0
    650 SMITHFIELD STREET SUITE 210
    PITTSBURGH,PA15222
    JOHN AHLSWEDE DIRECTOR
    1.00     		0 0 0
    650 SMITHFIELD STREET SUITE 210
    PITTSBURGH,PA15222
    SUSAN FRIEDBERG KALSON DIRECTOR
    1.00     		0 0 0
    650 SMITHFIELD STREET SUITE 210
    PITTSBURGH,PA15222
    PAUL GRIFFITHS PRESIDENT
    1.00     		0 0 0
    650 SMITHFIELD STREET SUITE 210
    PITTSBURGH,PA15222
    JONI S SCHWAGER EXECUTIVE DIRECTOR
    40.00     		123,821 25,716 0
    650 SMITHFIELD STREET SUITE 210
    PITTSBURGH,PA15222
    ROBERT B FERREE IV PRESIDENT
    1.00     		0 0 0
    650 SMITHFIELD STREET SUITE 210
    PITTSBURGH,PA15222
    SUSAN WEAVER DIRECTOR
    1.00     		0 0 0
    650 SMITHFIELD STREET SUITE 210
    PITTSBURGH,PA15222
    BRADLEY STEIN DIRECTOR
    1.00     		0 0 0
    650 SMITHFIELD STREET SUITE 210
    PITTSBURGH,PA15222
    SUSAN BROWNLEE SECRETARY
    1.00     		0 0 0
    650 SMITHFIELD STREET SUITE 210
    PITTSBURGH,PA15222
    LYNNE LORESH DIRECTOR
    1.00     		0 0 0
    650 SMITHFIELD STREET SUITE 210
    PITTSBURGH,PA15222
    BURCH CRAIG TREASURER
    1.00     		0 0 0
    650 SMITHFIELD STREET SUITE 210
    PITTSBURGH,PA15222
    KATHLEEN C KNIGHT HONORARY DIRECTOR
    1.00     		0 0 0
    650 SMITHFIELD STREET SUITE 210
    PITTSBURGH,PA15222
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    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
    THE INVESTMENT FUND FOR FOUNDATIONS INVESTMENT ADVISORY FEES 85,367
    200 BARR HARBOR DR SUITE 100
    WEST CONSHOHOCKEN,PA19428
    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.........................bullet0
    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
    48,999,772
    b
    Average of monthly cash balances.......................
    1b
    221,728
    c
    Fair market value of all other assets (see instructions)................
    1c
    8,089,664
    d
    Total (add lines 1a, b, and c).........................
    1d
    57,311,164
    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
    57,311,164
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    859,667
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    56,451,497
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    2,822,575
    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
    2,822,575
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    38,401
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    38,401
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    2,784,174
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    2,784,174
    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
    2,784,174
    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
    2,739,114
    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
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    2,739,114
    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
    38,401
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    2,700,713
    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 2,784,174
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 176,961
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016......  
    e From 2017......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 2,739,114
    a Applied to 2017, but not more than line 2a 176,961
    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..... 2,562,153
    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 ..........     		222,021
    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....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017....  
    e Excess from 2018....  
    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:
    JONI S SCHWAGER EXECUTIVE DIRECTOR
    650 SMITHFIELD STREET SUITE 210
    PITTSBURGH,PA15222
    (412) 281-8020
    bThe form in which applications should be submitted and information and materials they should include:
    PROVIDED UPON INITIAL REQUEST
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    GRANTS ARE LIMITED TO NON-PROFIT ORGANIZATIONS PROVIDING MENTAL HEALTH TREATMENT, CARE, AND SUPPORT.
    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
    ADAGIO HEALTH
    TWO GATEWAY CENTER SUITE 500
    PITTSBURGH,PA15222     		  PUBLIC CHARITY INTEGRATION OF BEHAVIORAL HEALTH SERVICES 50,000
    ADELPHOI
    1119 VILLAGE WAY
    LATROBE,PA15650     		  PUBLIC CHARITY FIRSTMATCH 150,000
    ART WITH IMPACT
    3271 20TH STREET
    SAN FRANCISCO,CA94110     		  PUBLIC CHARITY MOVIES FOR MENTAL HEALTH IN SOUTHWEST PA 9,300
    AUBERLE
    1101 HARTMAN STREET
    MCKEESPORT,PA15132     		  PUBLIC CHARITY AUBERLE COA ACCREDITATION AND BEHAVIORAL HEALTH REDESIGN 10,000
    AWAKEN PITTSBURGH
    733 N HIGHLAND AVE
    PITTSBURGH,PA15206     		  PUBLIC CHARITY TRAIN THE TRAINER PROGRAM DEVELOPMENT AND EXPANSION 35,000
    BETHLEHEM HAVEN
    905 WATSON STREET
    PITTSBURGH,PA15219     		  PUBLIC CHARITY DEVELOPMENT OF A DATA MANAGEMENT INFRASTRUCTURE FOR THE NEW BETHLEHEM HAVEN MEDICAL RESPITE PROGRAM 24,700
    CENTER FOR COMMUNITY RESOURCES INC
    212-214 S MAIN STREET
    BUTLER,PA16001     		  PUBLIC CHARITY CRISIS TEXTING AND OUTREACH 32,000
    CHARTIERS CENTER
    437 RAILROAD STREET
    BRIDGEVILLE,PA15017     		  PUBLIC CHARITY OPEN MINDS STRATEGIC PLANNING FACILITATION FOR CHARTIERS CENTER 30,500
    CHARTIERS CENTER
    437 RAILROAD STREET
    BRIDGEVILLE,PA15017     		  PUBLIC CHARITY START -UP COSTS FOR LEVEL OF CARE MOBILE ASSESSMENTS FOR D&A SERVICES IN MCKEES ROCKS 8,000
    CHATHAM UNIVERSITY
    WOODLAND ROAD
    PITTSBURGH,PA15232     		  PUBLIC CHARITY MAENAD MENTORS 5,000
    CHILDREN'S ADVISORY COMMISSION OF INDIANA COUNTY
    C/O ICDHS 300 INDIAN SPRINGS ROAD
    SUITE 203
    INDIANA,PA15701     		  PUBLIC CHARITY IMPROVING CAC MEMBER EXPERIENCE AND CONNECTING WITH LOCAL BUSINESSES 5,000
    CITY MISSION - LIVING STONES INC
    155 NORTH GALLATIN AVENUE
    UNIONTOWN,PA15401     		  PUBLIC CHARITY AGGRESSION REPLACEMENT TRAINING-CITY MISSION 15,000
    COMMUNITIES IN SCHOOLS OF PITTSBURGH-ALLEGHENY COUNTY
    3856 SOUTH WATER STREET
    PITTSBURGH,PA15203     		  PUBLIC CHARITY CIS CAPACITY BUILDING 25,000
    CRAY YOUTH AND FAMILY SERVICES INC
    332 HIGHLAND AVENUE
    NEW CASTLE,PA16101     		  PUBLIC CHARITY COMPEER/ MENTAL HEALTH FIRST AIDE PROGRAMMING 5,000
    DUQUESNE UNIVERSITY OF THE HOLY SPIRIT
    600 FORBES AVENUE
    PITTSBURGH,PA15282     		  PUBLIC CHARITY MCGINLEY-RICE SYMPOSIUM 2018 ON THE FACE OF THE PERSON WHO HAS BEEN TRAFFICKED 1,000
    DUQUESNE UNIVERSITY OF THE HOLY SPIRIT
    600 FORBES AVENUE
    PITTSBURGH,PA15282     		  PUBLIC CHARITY MORAL INJURY AND THE ROLE OF COMMUNITY IN THE TRANSFORMATION AND HOMECOMING FOR VETERANS 5,000
    EVERY CHILD INC
    1425 FORBES AVENUE 3RD FLOOR
    PITTSBURGH,PA15219     		  PUBLIC CHARITY SERVING CHILDREN WITH OBSESSIVE COMPULSIVE DISORDER AND THEIR FAMILIES 15,000
    FAMILY PATHWAYS
    100 BRUGH AVE
    BUTLER,PA16001     		  PUBLIC CHARITY MONARCH TRAINING INSTITUTE: CTR FOR FAMILY AND PROFESSIONAL EXCELLENCE- INFRASTRUCTURE DEVELOPMENT 25,000
    FAYETTE COUNTY COMMUNITY ACTION AGENCY INC
    108 NORTH BEESON AVENUE
    UNIONTOWN,PA15401     		  PUBLIC CHARITY MENTAL HEALTH SERVICES AND EMPLOYMENT PROGRAM 2018 20,000
    FAYETTE COUNTY HUMAN SERVICE COUNCIL
    137 NORTH BEESON AVENUE
    UNIONTOWN,PA15401     		  PUBLIC CHARITY WELLNESS IN THE HELPING PROFESSION 150
    FILM PITTSBURGH
    1789 S BRADDOCK AVENUE
    PITTSBURGH,PA15218     		  PUBLIC CHARITY SUPPORT FOR 3 OR MORE FILM SCREENINGS OCCURRING DURING THE FILM PITTSBURGH 2018-2019 SEASON 15,000
    FIRST STEP RECOVERY HOMES INC
    336 PENNEY STREET
    MCKEESPORT,PA15132     		  PUBLIC CHARITY TECHNOLOGY UPDATES FOR CAPACITY BUILDING 22,848
    FOCUS ON RENEWAL
    420 CHARTIERS AVENUE
    MCKEES ROCKS,PA15136     		  PUBLIC CHARITY XYLO 2,500
    FOUNDATION OF HOPE
    204 37TH STREET SUITE 201
    PITTSBURGH,PA15201     		  PUBLIC CHARITY MENTAL HEALTH SUPPORT SERVICES 25,000
    FRED ROGERS PRODUCTIONS
    2100 WHARTON STREET
    PITTSBURGH,PA15203     		  PUBLIC CHARITY CHILD DEVELOPMENT EXPERTISE IN CHILDREN'S MEDIA 300,000
    FUTURES WITHOUT VIOLENCE
    100 MONTGOMERY ST THE PRESIDIO
    SAN FRANCISCO,CA94129     		  PUBLIC CHARITY TRAINING AND TECHNICAL ASSISTANCE TO SUPPORT TRAUMA-INFORMED SCHOOL ENVIRONMENTS (TISE) 50,000
    GOODWILL OF SOUTHWESTERN PENNSYLVANIA
    118 52ND STREET
    PITTSBURGH,PA15201     		  PUBLIC CHARITY COMMUNITY TO THE CLUBHOUSE 15,000
    GWEN'S GIRLS
    711 WEST COMMONS
    PITTSBURGH,PA15212     		  PUBLIC CHARITY BUILDING A STRONG INFRASTRUCTURE THROUGH IMPLEMENTATION OF THE SANCTUARY MODEL AND STAFF DEVELOPMENT 25,000
    HILLEL JEWISH UNIVERSITY CENTER OF PITTSBURGH
    4607 FORBES AVE
    PITTSBURGH,PA15213     		  PUBLIC CHARITY LUNCHEON FOR VOLUNTEERS AND HILLEL STAFF 500
    INSTITUTE FOR VETERANS AND MILITARY FAMILIES (IVMF) AT SYRACUSE UNIVERSITY
    IVMF AT BARCLAY
    SYRACUSE,NY13244     		  PUBLIC CHARITY PASERVES-GREATER PITTSBURGH 50,000
    IUP RESEARCH INSTITUTE
    1179 GRANT STREET
    INDIANA,PA15701     		  PUBLIC CHARITY MENTAL HEALTH PREVENTION AND INTERVENTION IN INDIANA COUNTY HEAD START 24,972
    JEWISH COMMUNITY CENTER OF GREATER PITTSBURGH
    5738 FORBES AVENUE
    PITTSBURGH,PA15217     		  PUBLIC CHARITY BEYOND AN INCLUSION POLICY: ENSURING CHILDREN AND ADOLESCENTS REACH THEIR DEVELOPMENTAL POTENTIAL 100,000
    JEWISH HEALTHCARE FOUNDATION
    650 SMITHFIELD STREET
    PITTSBURGH,PA15222     		  PUBLIC CHARITY BEHAVIORAL HEALTH AND OLDER ADULTS CHARRETTE 20,000
    LEAD PITTSBURGH
    625 LIBERTY AVE
    PITTSBURGH,PA15222     		  PUBLIC CHARITY FOCUS SPEAKER SERIES 2,000
    LOST DREAMS AWAKENING
    408 8TH STREET
    NEW KENSINGTON,PA15068     		  PUBLIC CHARITY A TRAINING CURRICULUM FOR THE LOST DREAMS AWAKENING RECOVERY COACH PROGRAM 30,700
    MENTAL HEALTH AMERICA OF SOUTHWESTERN PA
    409 COULTER AVE SUITE 4
    GREENSGURG,PA15601     		  PUBLIC CHARITY 2018 INNOVATIONS EVENT ON MAY 3 200
    MENTAL HEALTH ASSOCIATION OF WASHINGTON COUNTY
    575 N MAIN STREET
    WASHINGTON,PA15301     		  PUBLIC CHARITY COVERED BRIDGE FESTIVAL IN MINGO CREEK PARK 75
    MENTAL HEALTH ASSOCIATION OF WASHINGTON COUNTY
    575 N MAIN STREET
    WASHINGTON,PA15301     		  PUBLIC CHARITY MHA'S ELECTCRONIC HEALTH RECORDS PROPOSAL 25,000
    MERAKEY FOUNDATION
    610 E GERMANTOWN PIKE
    LAFAYETTE HILL,PA19444     		  PUBLIC CHARITY BUILDING CAPACITY TO SUPPORT PEOPLE WITH SMI WHO HAVE A HISTORY OF SEXUAL OFFENSE BEHAVIORS 10,000
    METRO COMMUNITY HEALTH CENTER
    1789 S BRADDOCK AVENUE
    S BRADDOCK AVENU,PA15218     		  PUBLIC CHARITY METRO INTEGRATED CARE SERVICES - CAPACITY BUILDING GRANT 25,000
    METRO COMMUNITY HEALTH CENTER
    1789 S BRADDOCK AVENUE
    PITTSBURGH,PA15218     		  PUBLIC CHARITY INTEGRATED CARE SERVICES EXPANSION 79,000
    MY NEW LEAF INC
    3459 STATE ROUTE 981
    SALTSBURG,PA15681     		  PUBLIC CHARITY STUDENTS FOR SENSIBLE DRUG POLICIES SUMMIT 600
    MY NEW LEAF INC
    3459 STATE ROUTE 981
    SALTSBURG,PA15681     		  PUBLIC CHARITY ASSERTIVE COMMUNITY ENGAGEMENT PROGRAM (A.C.E.) FOR RURAL RESIDENTS IN WESTMORELAND/INDIANA COUNTIES 25,000
    NAMI KEYSTONE PA
    105 BRAUNLICH DRIVE
    PITTSBURGH,PA152373415     		  PUBLIC CHARITY 2019 CHILD AND ADOLESCENT CONFERENCE 1,500
    NAMI KEYSTONE PA
    105 BRAUNLICH DRIVE
    PITTSBURGH,PA152373415     		  PUBLIC CHARITY FIRST EPISODE PSYCHOSIS PROGRAM EXPANSION AND SUSTAINABILITY 20,000
    NAMI KEYSTONE PA
    105 BRAUNLICH DRIVE
    PITTSBURGH,PA152373415     		  PUBLIC CHARITY CEOS AGAINST STIGMA 115,866
    NEW SUN RISING
    PO BOX 58005
    PITTSBURGH,PA15209     		  PUBLIC CHARITY ANONYMOUS OPEN MICS 1,000
    NORTH SIDE CHRISTIAN HEALTH CENTER
    816 MIDDLE STREET
    PITTSBURGH,PA15212     		  PUBLIC CHARITY INTEGRATION OF BEHAVIORAL HEALTH 22,050
    PERSAD CENTER INC
    5301 BUTLER ST SUITE 100
    PITTSBURGH,PA15201     		  PUBLIC CHARITY PERSAD CENTER IT SYSTEM AND SOFTWARE UPGRADE 25,000
    PITTSBURGH MERCY HEALTH SYSTEM
    PITTSBURGH MERCY HEALTH SYSTEM
    WEXFORD,PA15090     		  PUBLIC CHARITY OPERATION SAFETY NET 5,000
    PITTSBURGH PENGUINS FOUNDATION
    ONE CHATHAM CENTER SUITE 480
    PITTSBURGH,PA15219     		  PUBLIC CHARITY CHILDREN OVERCOMING OBSTACLES AND LIMITS (COOL ZONE) 160,000
    PLEA
    733 SOUTH AVENUE
    PITTSBURGH,PA15221     		  PUBLIC CHARITY 2018 STAUNTON FARM FOUNDATION CAPACITY BUILDING GRANT 20,000
    PLEA
    733 N HIGHLAND AVE
    PITTSBURGH,PA15221     		  PUBLIC CHARITY COMPEER 900
    POWER
    7501 PENN AVENUE SUITE 8
    PITTSBURGH,PA15208     		  PUBLIC CHARITY DUAL DIAGNOSIS CAPABILITY ENHANCEMENT - YEAR 2 25,000
    PREVENTION POINT PITTSBURGH
    460 MELWOOD ST
    PITTSBURGH,PA15213     		  PUBLIC CHARITY SERVICES FOR HARM REDUCTION SITES 2,500
    PREVENTION POINT PITTSBURGH
    460 MELWOOD ST
    PITTSBURGH,PA15213     		  PUBLIC CHARITY HONORING SURVIVORS AND REVIVERS EVENT 1,000
    PROJECT HEAL
    38-18 WEST DRIVE
    DOUGLASTON,NY11363     		  PUBLIC CHARITY COMMUNITIES OF HEALING 45,475
    SHADY LANE SCHOOL
    100 N BRADDOCK AVE
    PITTSBURGH,PA15208     		  PUBLIC CHARITY BEHAVIORAL HEALTH TRAINING FOR TEACHING STAFF 25,000
    SPECIALTY OUTREACH SERVICES
    301 FIRST STREET
    BUTLER,PA16001     		  PUBLIC CHARITY COMMUNITY WELLNESS CLASSES 10,000
    SQUIRREL HILL HEALTH CENTER
    4516 BROWNSHILL RD
    PITTSBURGH,PA15217     		  PUBLIC CHARITY SHHC STAFF RETREAT 5,000
    STAT INC
    PO BOX 527
    LIGONIER,PA15658     		  PUBLIC CHARITY T180 DEGREES (EQUINE-ASSISTED LEARNING AND PSYCHOTHERAPY FOR AT RISK TEENS USING EAGALA MODEL) 17,000
    STEEL SMILING - STEEL SMILING IS CONSIDERED TO BE PART OF THE THOMAS MERTON
    5129 PENN AVE
    PITTSBURGH,PA15224     		  PUBLIC CHARITY STEEL SMILING 2018-2019 CAPACITY BUILDING 25,000
    TCV COMMUNITY SERVICES
    723 BRADDOCK AVE
    BRADDOCK,PA151040222     		  PUBLIC CHARITY BUILDING FOR THE FUTURE OF TCV 25,000
    THE ALEXIS JOY D'ACHILLE FOUNDATION FOR POSTPARTUM DEPRESSION
    2012 LAKE MARSHALL DRIVE
    GIBSONIA,PA15044     		  PUBLIC CHARITY OPENING OF POSTPARTUM CLINIC AT WEST PENN 5,000
    THE CARE CENTER
    300 CHAMBER PLAZA
    CHARLEROI,PA15022     		  PUBLIC CHARITY THE CARE CENTER COMMUNITY REHABILITATION RESIDENCE (CRR) ELECTRONIC MEDICATION DISPENSING SYSTEM 8,000
    THE NEIGHBORHOOD ACADEMY
    709 N AIKEN AVENUE
    PITTSBURGH,PA15206     		  PUBLIC CHARITY THE NEIGHBORHOOD ACADEMY - COUNSELING & WELLNESS STAFF TRAINING 3,500
    TORRANCE STATE HOSPITAL
    STATE ROUTE 1014--121 LONGVIEW
    DRIVE
    TORRANCE,PA15779     		  PUBLIC CHARITY THERAPEUTIC ART ADVENTURES (TAA) 27,091
    TRANSITIONAL PATHS TO INDEPENDENT LIVING
    69 EAST BEAU STREET
    WASHINGTON,PA15317     		  PUBLIC CHARITY TRPIL'S MENTAL HEALTH FIRST AID PROGRAM 50,000
    UNION MISSION
    PO BOX 271
    LATROBE,PA15650     		  PUBLIC CHARITY UNION MISSION EXPANSION 100,000
    UNITED WAY OF SOUTHWESTERN PA
    1250 PENN AVE
    PITTSBURGH,PA15222     		  PUBLIC CHARITY LET'S TALK ABOUT HEALTHY RELATIONSHIPS: TEXT CAMPAIGN 50,000
    UNIVERSITY OF PITTSBURGH OF THE COMMONWEALTH SYSTEM OF HIGHER EDUCATION
    2006 CATHEDRAL OF LEARNING
    PITTSBURGH,PA15224     		  PUBLIC CHARITY INTEGRATIVE PSYCHOSOCIAL TREATMENT: A HARMS REDUCTION APPROACH TO CHRONIC PAIN AND THE OPIOID CRISIS 30,000
    UNIVERSITY OF PITTSBURGH SCHOOL OF SOCIAL WORK
    2303 CATHEDRAL OF LEARNING
    PITTSBURGH,PA15260     		  PUBLIC CHARITY CHANGE THE CULTURE: PATHWAYS TO RESILIENCY SYMPOSIUM FOR FIRST RESPONDERS 1,000
    WATSON INSTITUTE
    301 CAMP MEETING ROAD
    SEWICKLEY,PA15143     		  PUBLIC CHARITY BEHAVIORAL HEALTH SERVICES EXPANSION 35,000
    WESTMORELAND CASEMANAGEMENT AND SUPPORT INC
    770 EAST PITTSBURGH STREET
    GREENSBURG,PA15601     		  PUBLIC CHARITY TECHNOLOGY UPGRADES TO INCREASE SERVICE CAPACITY FOR WCSI CLIENTS PHASE 2 10,000
    WESLEY FAMILY SERVICES
    3230 WILLIAM PITT WAY
    PITTSBURGH,PA15238     		  PUBLIC CHARITY WESLEY FAMILY SERVICES MERGER FUNDING REQUEST 150,000
    NATIONAL COUNCIL OF JEWISH WOMEN
    1620 MURRAY AVENUE
    PITTSBURGH,PA15217     		  PUBLIC CHARITY STANDING FIRM LUNCHEON 1,000
    WESTERN PSYCHIATRIC INSTITUTE AND CLINIC OFFICE OF GRANTS AND CONTRACTS
    3811 OHARA STREET
    PITTSBURGH,PA15213     		  PUBLIC CHARITY TO UNIVERSITY OF PITTSBURGH FOR SCHOOL AVOIDANCE AND VIRTUAL SCHOOL CONSULTATION 28,583
    GRANT REFUNDS
    VARIOUS
    VARIOUS,PA00000     		  PUBLIC CHARITY VARIOUS GRANT REFUNDS FROM PRIOR YEARS -40,800
    NAMI KEYSTONE PA
    105 BRAUNLICH DRIVE
    PITTSBURGH,PA152373415     		  PUBLIC CHARITY SPONSORSHIP OF ITS ANNUAL CHILD AND ADOLESCENT MENTAL HEALTH CONFERENCE 2,345
    TICKETS FOR KIDS CHARITIES
    700 BLAW AVENUE SUITE 105
    PITTSBURGH,PA15238     		  PUBLIC CHARITY HELPING DISADVANTAGED KIDS EXPERIENCE THE ARTS, CULTURAL, EDUCATION AND ATHLETIC ACTIVITIES AND EVENTS THAT LAY THE FOUNDATION FOR A MORE PROMISING FUTURE 500
    Total .................................bullet 3a 2,332,555
    bApproved for future payment
    NAMI KEYSTONE PA
    105 BRAUNLICH DRIVE
    PITTSBURGH,PA152373415     		  PUBLIC CHARITY CEOS AGAINST STIGMA 111,956
    Total .................................bullet 3b 111,956
    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 1,021,216  
    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.....     41 56,153  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 3,284,236  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aOTHER REVENUE     		    01 3,302  
    bUBI FROM PARTNERSHIPS 525990 -18,082      
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. -18,082 4,364,907 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    4,346,825
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 AccountingFeesSchedule
    Name:
    STAUNTON FARM FOUNDATION
     
    540-054 DBA STAUNTON FARM FOUNDATION
    EIN:
    25-0965573
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    AUDIT & TAX SERVICES 14,480 11,294   3,186

    TY 2018 InvestmentsOtherSchedule2
    Name:
    STAUNTON FARM FOUNDATION
     
    540-054 DBA STAUNTON FARM FOUNDATION
    EIN:
    25-0965573
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    TIFF MULTI ASSET FUND FMV 41,004,318 41,004,318
    TIFF SHORT TERM FUND FMV 2,179,166 2,179,166

    TY 2018 OtherAssetsSchedule
    Name:
    STAUNTON FARM FOUNDATION
     
    540-054 DBA STAUNTON FARM FOUNDATION
    EIN:
    25-0965573
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    FUGIO VC FUND II LP 10,648 0 0
    TIFF REAL ESTATE PARTNERS I 51,722 41,413 41,413
    TIFF REALTY AND RESOURCES I 18,032 3,264 3,264
    TIFF REALTY AND RESOURCES II 143,786 112,246 112,246
    TIFF REALTY AND RESOURCES III 194,393 149,379 149,379
    TIFF REALTY AND RESOURCES 2008 453,341 368,826 368,826
    TIFF PARTNERS III 11,438 10,664 10,664
    TIFF PARTNERS V-INTERNATIONAL 33,675 28,717 28,717
    TIFF PARTNERS V-US 40,641 24,014 24,014
    TIFF PRIVATE EQUITY PARTNERS 2005 258,937 240,519 240,519
    TIFF PRIVATE EQUITY PARTNERS 2006 365,870 302,102 302,102
    TIFF PRIVATE EQUITY PARTNERS 2007 429,757 406,099 406,099
    TIFF PRIVATE EQUITY PARTNERS 2008 2,026,323 1,710,122 1,710,122
    TIFF SPECIAL OPPORTUNITY FUND 853,552 637,817 637,817
    TIFF PRIVATE EQUITY PARTNERS 2014 512,342 700,244 700,244
    TIFF REALTY AND RESOURCES IV 348,538 367,742 367,742
    TIFF PRIVATE EQUITY PARTNERS 2015 760,295 1,253,352 1,253,352
    TIFF PRIVATE EQUITY PARTNERS 2016 427,633 749,503 749,503
    TIFF PRIVATE EQUITY PARTNERS 2017 126,345 323,937 323,937
    TIFF SPECIAL OPPORTUNITY FUND II 371,902 538,857 538,857
    TIFF PRIVATE EQUITY PARTNERS 2018 0 120,847 120,847


    TY 2018 OtherDecreasesSchedule
    Name:
    STAUNTON FARM FOUNDATION
     
    540-054 DBA STAUNTON FARM FOUNDATION
    EIN:
    25-0965573
    Description Amount
    UNREALIZED LOSS ON INVESTMENTS 8,055,371


    TY 2018 OtherExpensesSchedule
    Name:
    STAUNTON FARM FOUNDATION
     
    540-054 DBA STAUNTON FARM FOUNDATION
    EIN:
    25-0965573
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MEMBERSHIP DUES 13,277 0   13,277
    TELEPHONE 4,756 0   4,756
    INSURANCE 4,781 0   4,781
    OFFICE 1,331 0   1,331
    EQUIPMENT 483 0   483
    PARKING 4,076 0   4,076
    GIFTS 5,026 0   5,026
    INFORMATION TECHNOLOGY 8,599 0   8,599
    MISCELLANEOUS 13,037 0   13,037
    TIFF PARTNER INVESTMENTS FEES 128,916 294,294   0


    TY 2018 OtherIncomeSchedule2
    Name:
    STAUNTON FARM FOUNDATION
     
    540-054 DBA STAUNTON FARM FOUNDATION
    EIN:
    25-0965573
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INVESTMENT INCOME 56,153 27,929 56,153
    OTHER REVENUE 3,302   3,302
    UBI FROM PARTNERSHIPS -18,082   -18,082


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    STAUNTON FARM FOUNDATION
     
    540-054 DBA STAUNTON FARM FOUNDATION
    EIN:
    25-0965573
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CONSULTING OTHER 7,000 0   7,000
    INVESTMENT ADVISORY FEES 85,367 85,367   0


    TY 2018 TaxesSchedule
    Name:
    STAUNTON FARM FOUNDATION
     
    540-054 DBA STAUNTON FARM FOUNDATION
    EIN:
    25-0965573
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE AND UNRELATED BUSINESS INCOME TAXES 96,150 0   0