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 11-01-2018 , and ending 10-31-2019
Name of foundation
CRARY CLARE TW THE CRARY HOME
 
Number and street (or P.O. box number if mail is not delivered to street address)116 ALLEGHENY CENTER MALL P8YB3502L
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH, PA15212
A Employer identification number

25-6194014
B Telephone number (see instructions)

(412) 762-9161
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$3,896,416J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 79,783 79,783  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 271,554
b Gross sales price for all assets on line 6a 1,611,727
7 Capital gain net income (from Part IV, line 2)... 271,554
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........ 351,337 351,337  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 38,635 30,908   7,727
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 6,028 157   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 5 5    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 44,668 31,070 0 7,727
25 Contributions, gifts, grants paid....... 150,635 150,635
26 Total expenses and disbursements. Add lines 24 and 25 195,303 31,070 0 158,362
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 156,034
b Net investment income (if negative, enter -0-) 320,267
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 78,967 71,761 71,761
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 612,762    
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).......... 2,636,097 Click to see attachment3,412,627 3,824,655
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,327,826 3,484,388 3,896,416
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 3,326,527 3,483,449
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 1,299 939
30 Total net assets or fund balances (see instructions)..... 3,327,826 3,484,388
31 Total liabilities and net assets/fund balances (see instructions). 3,327,826 3,484,388
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
3,327,826
2
Enter amount from Part I, line 27a .....................
2
156,034
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
548
4
Add lines 1, 2, and 3 ..........................
4
3,484,408
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
20
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
3,484,388
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 252. FIRST DATA CORP- CLASS A MERGED 07/29/19   2018-08-17 2018-11-02
b 7. TEXAS INSTRS INC COM   2015-11-11 2018-11-02
c 142. TEXAS INSTRS INC COM   2015-11-11 2018-11-02
d 42. FIRST DATA CORP- CLASS A MERGED 07/29/19   2018-08-20 2018-11-05
e 4. FIRST DATA CORP- CLASS A MERGED 07/29/19   2018-08-21 2018-11-05
35. FIRST DATA CORP- CLASS A MERGED 07/29/19   2018-08-21 2018-11-06
7. FIRST DATA CORP- CLASS A MERGED 07/29/19   2018-08-21 2018-11-06
27. ROYAL CARRIBEAN CRUISES LTD SEDOL 2754907 ISIN LR0008862868   2017-04-07 2018-11-08
32. ROYAL CARRIBEAN CRUISES LTD SEDOL 2754907 ISIN LR0008862868   2017-04-10 2018-11-09
6. ROYAL CARRIBEAN CRUISES LTD SEDOL 2754907 ISIN LR0008862868   2017-04-10 2018-11-09
5. ROYAL CARRIBEAN CRUISES LTD SEDOL 2754907 ISIN LR0008862868   2017-04-10 2018-11-12
33. FEDEX CORPORATION   2018-05-15 2018-11-16
2. FEDEX CORPORATION   2018-05-15 2018-11-16
1. NU SKIN ENTERPRISES 67018T105   2001-01-01 2018-11-23
120. SUNCOR ENERGY INC ISIN CA8672241079 SEDOL B3NB1P2   2018-08-23 2018-12-13
80. UNITED TECHNOLOGIES CORP COM   2018-07-13 2018-12-13
80. SUNCOR ENERGY INC ISIN CA8672241079 SEDOL B3NB1P2   2018-08-27 2018-12-14
110. APPLE INC   2013-10-09 2019-01-04
135. CITIGROUP INC   2017-07-28 2019-01-04
1. MERCK & CO XXX-XX-XXXX   2001-01-01 2019-01-07
30. ABBVIE INC   2017-12-08 2019-01-09
10. ALPHABET INC/CA-CL A   2013-07-01 2019-01-09
5. AMAZON.COM INC   2018-02-02 2019-01-09
30. AMERICAN WATER WORKS CO INC   2016-02-05 2019-01-09
30. AMGEN INC   2013-12-30 2019-01-09
30. AMPHENOL CORP NEW CL A   2018-11-02 2019-01-09
35. APPLE INC   2013-11-26 2019-01-09
85. ARCHER DANIELS MIDLAND CO   2018-08-16 2019-01-09
35. AUTOMATIC DATA PROCESSING INC   2018-05-23 2019-01-09
5. AUTOZONE INC   2018-10-11 2019-01-09
8262.108 BAIRD AGGREGATE BOND FUND FD 72   2015-03-18 2019-01-09
130. BANK OF AMERICA CORP   2018-07-27 2019-01-09
50. BANK NEW YORK MELLON CORP COM   2016-04-29 2019-01-09
40. BAXTER INTERNATIONAL INC   2018-01-04 2019-01-09
15. BIOGEN INC   2016-08-02 2019-01-09
10. BOEING CO   2017-10-20 2019-01-09
55. BOOZ ALLEN HAMILTON HOLDING   2019-01-04 2019-01-09
55. BRISTOL MYERS SQUIBB CO   2018-09-14 2019-01-09
35. BURLINGTON STORES INC   2016-08-31 2019-01-09
105. CBRE GROUP INC   2018-02-23 2019-01-09
60. CSX CORP COM   2018-07-27 2019-01-09
40. CELANESE CORP   2018-05-15 2019-01-09
25. CENTENE CORP   2018-04-26 2019-01-09
45. CHEVRON CORPORATION   2018-06-13 2019-01-09
125. CISCO SYS INC COM   2014-06-25 2019-01-09
115. CITIZENS FINANCIAL GROUP   2016-11-11 2019-01-09
150. COMCAST CORPORATION CL A   2011-10-12 2019-01-09
50. CONOCOPHILLIPS   2017-11-03 2019-01-09
15. COSTCO WHSL CORP NEW COM   2018-07-27 2019-01-09
30. DANAHER CORP   2018-06-15 2019-01-09
225.394 DODGE & COX INCOME FUND   2013-02-26 2019-01-09
25. DOLLAR GENERAL CORP   2018-11-08 2019-01-09
30. DUKE ENERGY HOLDING CORP   2018-12-13 2019-01-09
30. EASTMAN CHEM CO   2018-03-02 2019-01-09
25. FACEBOOK INC   2016-03-02 2019-01-09
30. HOME DEPOT INC COM   2012-01-09 2019-01-09
120. INTEL CORP   2016-08-19 2019-01-09
15. ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND   2009-02-03 2019-01-09
95. J P MORGAN CHASE & CO COM   2009-04-29 2019-01-09
4037.597 JPMORGAN VALUE ADVANTAGE-INS FD 1400   2015-03-18 2019-01-09
45. KOHLS CORP COM   2018-04-05 2019-01-09
30. LILLY ELI & CO   2018-07-13 2019-01-09
15. M&T BK CORP   2019-01-04 2019-01-09
30. MCCORMICK & CO INC COM NON VTG   2018-07-13 2019-01-09
30. MCDONALDS CORP COM   2017-06-19 2019-01-09
115. MICROSOFT CORP   2014-03-31 2019-01-09
80. MORGAN STANLEY   2016-10-21 2019-01-09
25. NORFOLK SOUTHN CORP COM   2018-11-16 2019-01-09
10. NORTHROP GRUMMAN CORPORATION   2015-03-27 2019-01-09
40. OCCIDENTAL PETE CORP COM   2018-01-19 2019-01-09
4199.463 PNC SMALL CAP FUND CLASS I   2013-07-22 2019-01-09
110. PFIZER INC COM   2017-11-10 2019-01-09
80. PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND FUND   2013-07-22 2019-01-09
40. PRICE T ROWE GROUP INC COM   2017-08-25 2019-01-09
45. PROCTER & GAMBLE CO   2018-10-25 2019-01-09
15. RAYTHEON COMPANY   2016-01-29 2019-01-09
1053.17 T ROWE PRICE INSTITUTIONAL FLOATING RATE FUND   2018-04-02 2019-01-09
30. S&P GLOBAL INC   2016-05-20 2019-01-09
80. SUNTRUST BANKS INC COM   2016-06-23 2019-01-09
45. T-MOBILE US INC   2017-04-28 2019-01-09
70. TOTAL FINA S A   2015-08-12 2019-01-09
25. UNITED RENTALS INC COM   2017-05-25 2019-01-09
20. UNITEDHEALTH GROUP INC COM   2016-10-27 2019-01-09
35. VISA INC CLASS A SHARES   2013-02-08 2019-01-09
65. WEC ENERGY GROUP INC   2009-03-13 2019-01-09
60. WASTE MANAGEMENT INC   2018-03-09 2019-01-09
10. WELLCARE HEALTH PLANS, INC.   2018-08-16 2019-01-09
588.235 WESTERN ASSET TOT RET UN-IN   2015-07-10 2019-01-09
50. TE CONNECTIVITY LTD SEDOL B62B7C3 ISIN CH0102993182   2017-05-25 2019-01-09
3. CHEVRON CORPORATION   2018-06-13 2019-01-31
34. CHEVRON CORPORATION   2018-06-13 2019-01-31
32. MCCORMICK & CO INC COM NON VTG   2018-07-16 2019-01-31
117. MORGAN STANLEY   2016-10-21 2019-01-31
3. MORGAN STANLEY   2016-10-21 2019-01-31
3. MCCORMICK & CO INC COM NON VTG   2018-07-16 2019-02-01
21. MCCORMICK & CO INC COM NON VTG   2018-10-11 2019-02-01
23. MORGAN STANLEY   2016-10-21 2019-02-01
2. MORGAN STANLEY   2016-10-21 2019-02-01
1. MCCORMICK & CO INC COM NON VTG   2018-10-11 2019-02-04
47. PRICE T ROWE GROUP INC COM   2017-08-28 2019-02-08
42. TE CONNECTIVITY LTD SEDOL B62B7C3 ISIN CH0102993182   2017-05-25 2019-02-08
23. TE CONNECTIVITY LTD SEDOL B62B7C3 ISIN CH0102993182   2017-06-19 2019-02-08
1. PRICE T ROWE GROUP INC COM   2017-08-29 2019-02-11
27. PRICE T ROWE GROUP INC COM   2017-08-29 2019-02-11
24. TE CONNECTIVITY LTD SEDOL B62B7C3 ISIN CH0102993182   2017-06-19 2019-02-11
6. TE CONNECTIVITY LTD SEDOL B62B7C3 ISIN CH0102993182   2017-06-20 2019-02-12
1. FEDERAL HOME LOAN MORTGAGE CORP XXX-XX-XXXX   2001-01-01 2019-02-13
42. ARCHER DANIELS MIDLAND CO   2018-08-16 2019-02-15
52. ARCHER DANIELS MIDLAND CO   2018-08-17 2019-02-19
15. ARCHER DANIELS MIDLAND CO   2018-08-20 2019-02-19
51. ARCHER DANIELS MIDLAND CO   2018-08-20 2019-02-20
60. ABBVIE INC   2017-12-08 2019-02-22
58. OCCIDENTAL PETE CORP COM   2018-01-19 2019-02-22
2. OCCIDENTAL PETE CORP COM   2018-01-19 2019-02-22
10. OCCIDENTAL PETE CORP COM   2018-01-19 2019-02-25
28. BURLINGTON STORES INC   2016-09-01 2019-03-08
2. BURLINGTON STORES INC   2016-09-01 2019-03-08
6. WELLCARE HEALTH PLANS, INC.   2018-08-17 2019-03-15
9. WELLCARE HEALTH PLANS, INC.   2018-08-17 2019-03-18
1. PFIZER INC XXX-XX-XXXX   2001-01-01 2019-03-20
23. BIOGEN INC   2016-08-02 2019-03-22
2. BIOGEN INC   2017-02-17 2019-03-22
1. BANK OF AMERICA XXX-XX-XXXX   2001-01-01 2019-03-28
25. BOEING CO   2017-10-20 2019-04-11
5. BOEING CO   2019-03-08 2019-04-11
38. EASTMAN CHEM CO   2018-03-06 2019-04-11
12. EASTMAN CHEM CO   2018-03-06 2019-04-12
92. BANK NEW YORK MELLON CORP COM   2016-04-29 2019-04-24
3. BANK NEW YORK MELLON CORP COM   2016-04-29 2019-04-24
32. RAYTHEON COMPANY   2016-01-29 2019-04-24
29. AMPHENOL CORP NEW CL A   2018-11-02 2019-05-10
2. AMPHENOL CORP NEW CL A   2018-11-02 2019-05-10
17. AMPHENOL CORP NEW CL A   2018-11-02 2019-05-13
7. AMPHENOL CORP NEW CL A   2018-11-02 2019-05-13
60. KOHLS CORP COM   2018-04-05 2019-05-24
1. KOHLS CORP COM   2018-04-06 2019-05-24
19. KOHLS CORP COM   2018-04-06 2019-05-28
4. ALPHABET INC/CA-CL A   2015-08-04 2019-06-12
1. ALPHABET INC/CA-CL A   2015-08-04 2019-06-12
75. CENTENE CORP   2018-04-26 2019-06-12
1. CENTENE CORP   2018-04-27 2019-06-12
3. CENTENE CORP   2018-04-27 2019-06-12
11. CENTENE CORP   2018-04-27 2019-06-13
28. DUKE ENERGY HOLDING CORP   2018-12-13 2019-06-13
32. DUKE ENERGY HOLDING CORP   2018-12-13 2019-06-14
20. WASTE MANAGEMENT INC   2018-03-09 2019-06-28
25. WASTE MANAGEMENT INC   2018-03-09 2019-07-01
13. INTEL CORP   2016-08-22 2019-07-11
147. INTEL CORP   2018-11-02 2019-07-11
52. INTEL CORP   2016-08-22 2019-07-11
8. INTEL CORP   2018-11-02 2019-07-11
20. M&T BK CORP   2019-01-31 2019-07-26
30. M&T BK CORP   2019-01-04 2019-07-26
36. BERRY GLOBAL GROUP INC   2019-04-11 2019-08-02
48. BERRY GLOBAL GROUP INC   2019-04-15 2019-08-02
6. BERRY GLOBAL GROUP INC   2019-04-16 2019-08-02
35. INTERNATIONAL FLAVORS & FRAGRANCES INC   2019-01-31 2019-08-08
15. NORFOLK SOUTHN CORP COM   2018-11-16 2019-08-08
90. PFIZER INC COM   2017-11-10 2019-08-08
20. HOME DEPOT INC COM   2012-05-02 2019-08-22
15. MCDONALDS CORP COM   2017-06-19 2019-08-22
10. NORFOLK SOUTHN CORP COM   2018-11-16 2019-08-22
7. NORFOLK SOUTHN CORP COM   2018-12-13 2019-08-22
70. BANK OF AMERICA CORP   2018-07-27 2019-08-23
19. CBRE GROUP INC   2018-02-27 2019-08-23
3. CBRE GROUP INC   2018-02-27 2019-08-23
5. NORFOLK SOUTHN CORP COM   2018-12-13 2019-08-23
7. NORFOLK SOUTHN CORP COM   2018-12-13 2019-08-23
26. CBRE GROUP INC   2018-02-27 2019-08-26
3. CBRE GROUP INC   2018-02-27 2019-08-27
12. CBRE GROUP INC   2018-02-27 2019-08-27
27. CBRE GROUP INC   2018-02-27 2019-08-28
33. ALEXION PHARMACEUTICALS INC   2019-02-22 2019-09-05
2. ALEXION PHARMACEUTICALS INC   2019-02-25 2019-09-05
15. AUTOMATIC DATA PROCESSING INC   2018-05-24 2019-09-27
55. CISCO SYS INC COM   2015-03-26 2019-09-27
30. UNITED RENTALS INC COM   2017-05-25 2019-09-27
20. UNITED RENTALS INC COM   2017-05-25 2019-09-30
15. AUTOMATIC DATA PROCESSING INC   2018-05-24 2019-10-04
107. CSX CORP COM   2018-07-27 2019-10-04
3. CSX CORP COM   2018-09-14 2019-10-04
69. CISCO SYS INC COM   2018-04-26 2019-10-04
1. CISCO SYS INC COM   2018-04-26 2019-10-04
8. E*TRADE FINANCIAL CORP   2019-04-24 2019-10-04
97. E*TRADE FINANCIAL CORP   2019-04-24 2019-10-04
110. BP PLC SPONSORED ADR   2019-02-22 2019-10-10
25. CELANESE CORP   2018-05-16 2019-10-10
25. HCA HEALTHCARE INC   2019-03-22 2019-10-10
70. PFIZER INC COM   2017-11-10 2019-10-10
5. BP PLC SPONSORED ADR   2019-02-25 2019-10-11
10. HCA HEALTHCARE INC   2019-03-22 2019-10-11
45. PFIZER INC COM   2017-11-10 2019-10-11
20. AIR PRODUCTS & CHEMICALS INC   2019-08-08 2019-10-18
45. ALLSTATE CORP   2019-10-04 2019-10-18
7. ALPHABET INC/CA-CL A   2015-08-04 2019-10-18
5. ALPHABET INC/CA-CL A   2019-01-04 2019-10-18
11. AMAZON.COM INC   2018-02-02 2019-10-18
60. AMERICAN WATER WORKS CO INC   2016-02-08 2019-10-18
49. AMGEN INC   2014-01-17 2019-10-18
71. APPLE INC   2017-03-13 2019-10-18
30. AUTOMATIC DATA PROCESSING INC   2018-05-25 2019-10-18
9. AUTOZONE INC   2018-10-11 2019-10-18
217. BANK OF AMERICA CORP   2019-01-31 2019-10-18
170. BANK OF AMERICA CORP   2018-07-27 2019-10-18
80. BAXTER INTERNATIONAL INC   2018-01-04 2019-10-18
125. BOOZ ALLEN HAMILTON HOLDING   2019-01-07 2019-10-18
95. BRISTOL MYERS SQUIBB CO   2018-09-14 2019-10-18
27. BROADCOM INC   2019-02-08 2019-10-18
30. BURLINGTON STORES INC   2016-09-01 2019-10-18
95. CBRE GROUP INC   2018-02-27 2019-10-18
65. CDW CORP/DE   2019-07-11 2019-10-18
85. CVS CAREMARK CORP   2019-10-10 2019-10-18
40. CELANESE CORP   2018-10-25 2019-10-18
15. CELANESE CORP   2018-05-16 2019-10-18
43. CHEVRON CORPORATION   2018-07-02 2019-10-18
77. CHURCH & DWIGHT INC   2019-01-31 2019-10-18
50. CISCO SYS INC COM   2018-04-26 2019-10-18
50. CISCO SYS INC COM   2018-10-25 2019-10-18
30. CINTAS CORP   2019-04-24 2019-10-18
205. CITIZENS FINANCIAL GROUP   2016-11-14 2019-10-18
271. COMCAST CORPORATION CL A   2011-10-12 2019-10-18
95. CONOCOPHILLIPS   2017-11-03 2019-10-18
5. COSTCO WHSL CORP NEW COM   2019-03-15 2019-10-18
25. COSTCO WHSL CORP NEW COM   2018-07-27 2019-10-18
35. CROWN CASTLE INTL CORP   2019-08-23 2019-10-18
55. DANAHER CORP   2018-06-15 2019-10-18
40. DARDEN RESTAURANTS INC W I   2019-05-24 2019-10-18
90. DISCOVER FINANCIAL W/I   2019-07-26 2019-10-18
40. DOLLAR GENERAL CORP   2018-11-08 2019-10-18
20. EDWARDS LIFESCIENCES CORP   2019-09-05 2019-10-18
52. FACEBOOK INC   2016-05-06 2019-10-18
33. HOME DEPOT INC COM   2012-05-02 2019-10-18
169. J P MORGAN CHASE & CO COM   2009-05-11 2019-10-18
35. L3 HARRIS TECHNOLOGIES INC   2019-08-22 2019-10-18
40. LAUDER ESTEE COS INC CL A   2019-02-15 2019-10-18
60. LILLY ELI & CO   2018-07-13 2019-10-18
10. LOCKHEED MARTIN CORP   2019-06-28 2019-10-18
35. MCDONALDS CORP COM   2017-06-19 2019-10-18
60. MERCK & CO INC   2019-10-10 2019-10-18
166. MICROSOFT CORP   2015-12-18 2019-10-18
45. MICROSOFT CORP   2018-11-02 2019-10-18
25. MICROSOFT CORP   2019-07-11 2019-10-18
30. MOTOROLA SOLUTIONS INC   2019-10-04 2019-10-18
20. NORTHROP GRUMMAN CORPORATION   2015-03-27 2019-10-18
65. OMNICOM GROUP INC   2019-06-12 2019-10-18
50. PHILLIPS 66   2019-10-10 2019-10-18
126. PROCTER & GAMBLE CO   2018-10-25 2019-10-18
102. PROGRESSIVE CORP OHIO   2019-02-08 2019-10-18
50. QUEST DIAGNOSTICS INC   2019-06-12 2019-10-18
54. S&P GLOBAL INC   2016-05-20 2019-10-18
35. SEMPRA ENERGY   2019-06-13 2019-10-18
25. STRYKER CORP   2019-08-08 2019-10-18
142. SUNTRUST BANKS INC COM   2016-06-24 2019-10-18
85. T-MOBILE US INC   2017-05-01 2019-10-18
50. TARGET CORP   2019-08-22 2019-10-18
40. TEXAS INSTRS INC COM   2019-09-27 2019-10-18
130. TOTAL FINA S A   2016-05-05 2019-10-18
75. TRANSUNION   2019-10-04 2019-10-18
35. UNITEDHEALTH GROUP INC COM   2016-10-27 2019-10-18
63. VISA INC CLASS A SHARES   2013-02-08 2019-10-18
120. WEC ENERGY GROUP INC   2009-03-13 2019-10-18
60. WASTE MANAGEMENT INC   2018-04-26 2019-10-18
45. ACCENTURE PLC CLASS A SEDOL B4BNMY3   2019-05-10 2019-10-18
75. INGERSOLL-RAND PLC SEDOL B633030   2019-04-11 2019-10-18
1067.616 BAIRD AGGREGATE BOND FUND FD 72   2015-03-18 2019-10-24
851.064 DODGE & COX INCOME FUND   2013-02-26 2019-10-24
1471.815 AQR LONG-SHORT EQUITY-I   2017-08-04 2019-10-28
937.211 BLACKROCK EVENT DRIVEN EQ-IS   2018-02-06 2019-10-28
2391.011 GOTHAM ABSOLUTE RETURN-INS   2017-08-04 2019-10-28
3798.588 BRANDYWINE GLOBAL ALTERNATIVE CREDIT FUND CLASS I   2017-08-04 2019-10-28
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 4,717   6,293 -1,576
b 666   405 261
c 13,481   8,086 5,395
d 775   1,059 -284
e 74   101 -27
654   886 -232
131   177 -46
2,926   2,636 290
3,444   3,142 302
647   589 58
532   491 41
7,474   8,162 -688
452   495 -43
141   25 116
3,681   4,962 -1,281
9,548   10,360 -812
2,379   3,345 -966
16,248   7,838 8,410
7,443   9,120 -1,677
649   25 624
2,647   2,880 -233
10,829   5,378 5,451
8,308   7,313 995
2,675   1,910 765
6,054   3,466 2,588
2,413   2,705 -292
5,376   2,926 2,450
3,674   4,262 -588
4,592   4,497 95
4,123   3,892 231
87,000   90,387 -3,387
3,346   4,037 -691
2,384   2,006 378
2,695   2,737 -42
4,930   4,427 503
3,448   2,634 814
2,507   2,519 -12
2,581   3,334 -753
5,797   2,833 2,964
4,385   4,899 -514
3,838   4,215 -377
3,763   4,339 -576
2,949   2,710 239
5,114   5,723 -609
5,435   3,245 2,190
3,729   3,438 291
5,366   1,776 3,590
3,314   2,647 667
3,147   3,296 -149
3,136   3,062 74
3,000   3,135 -135
2,898   2,936 -38
2,539   2,729 -190
2,290   3,066 -776
3,599   2,816 783
5,413   1,410 4,003
5,786   4,232 1,554
1,706   1,480 226
9,568   3,257 6,311
127,669   122,907 4,762
3,171   2,993 178
3,535   2,686 849
2,288   2,218 70
4,214   3,566 648
5,408   4,592 816
11,999   5,551 6,448
3,336   2,674 662
3,974   4,319 -345
2,519   1,603 916
2,643   3,018 -375
69,879   79,328 -9,449
4,777   3,855 922
7,813   8,426 -613
3,716   3,361 355
4,104   4,001 103
2,377   1,909 468
10,300   10,542 -242
5,222   3,248 1,974
4,438   3,326 1,112
3,039   3,053 -14
3,876   3,513 363
2,976   2,811 165
4,864   2,842 2,022
4,868   1,379 3,489
4,428   1,230 3,198
5,503   5,208 295
2,442   2,935 -493
6,000   6,106 -106
3,854   3,897 -43
343   382 -39
3,877   4,303 -426
3,958   3,800 158
4,956   3,910 1,046
127   100 27
369   356 13
2,586   2,790 -204
972   769 203
85   67 18
123   133 -10
4,325   3,954 371
3,361   3,285 76
1,838   1,836 2
93   84 9
2,502   2,267 235
1,923   1,916 7
483   479 4
149   25 124
1,760   2,112 -352
2,181   2,629 -448
629   762 -133
2,141   2,591 -450
4,787   5,760 -973
3,827   4,376 -549
132   151 -19
661   755 -94
3,967   2,302 1,665
287   164 123
1,441   1,768 -327
2,191   2,654 -463
52   25 27
5,034   6,180 -1,146
436   582 -146
85   25 60
9,199   6,615 2,584
1,840   2,104 -264
3,104   3,988 -884
1,001   1,259 -258
4,432   3,691 741
144   120 24
5,939   4,073 1,866
2,737   2,617 120
189   181 8
1,568   1,534 34
645   632 13
3,070   3,960 -890
51   65 -14
978   1,228 -250
4,315   2,652 1,663
1,076   663 413
4,009   4,108 -99
53   55 -2
160   165 -5
590   607 -17
2,425   2,547 -122
2,801   2,903 -102
2,312   1,722 590
2,877   2,111 766
632   459 173
7,130   6,939 191
2,522   1,838 684
389   378 11
3,283   3,381 -98
4,925   4,489 436
1,570   2,095 -525
2,099   2,819 -720
263   352 -89
4,280   4,962 -682
2,700   2,591 109
3,311   3,154 157
4,427   1,054 3,373
3,285   2,296 989
1,744   1,647 97
1,221   1,097 124
1,863   2,174 -311
958   895 63
148   141 7
847   784 63
1,186   1,097 89
1,282   1,225 57
149   141 8
596   565 31
1,350   1,272 78
3,322   4,299 -977
203   266 -63
2,406   1,946 460
2,692   1,581 1,111
3,770   3,373 397
2,488   3,082 -594
2,380   1,947 433
7,114   7,659 -545
200   221 -21
3,257   3,051 206
47   44 3
289   400 -111
3,493   4,846 -1,353
4,086   4,673 -587
2,963   2,781 182
2,965   3,383 -418
2,507   2,453 54
187   213 -26
1,209   1,353 -144
1,631   1,577 54
4,304   4,571 -267
4,882   4,852 30
8,736   5,047 3,689
6,240   5,379 861
19,432   16,799 2,633
7,363   3,911 3,452
9,947   5,980 3,967
16,842   10,173 6,669
4,911   3,918 993
10,004   7,006 2,998
6,605   6,168 437
5,175   5,279 -104
7,042   5,473 1,569
8,754   5,937 2,817
5,042   5,805 -763
7,742   7,372 370
6,089   2,702 3,387
4,945   4,481 464
8,057   7,513 544
5,618   5,283 335
4,881   3,845 1,036
1,830   1,668 162
4,946   5,335 -389
5,690   4,964 726
2,347   2,211 136
2,347   2,276 71
8,087   6,735 1,352
7,249   6,289 960
12,380   7,470 4,910
5,140   5,066 74
1,516   1,173 343
7,578   5,493 2,085
5,065   5,129 -64
7,598   5,615 1,983
4,411   4,781 -370
7,121   8,281 -1,160
6,586   4,693 1,893
4,572   4,496 76
9,706   6,199 3,507
7,866   3,524 4,342
20,440   8,693 11,747
6,925   7,387 -462
7,453   6,205 1,248
6,522   5,368 1,154
3,721   3,625 96
7,303   5,424 1,879
5,084   5,046 38
22,941   17,201 5,740
6,219   4,762 1,457
3,455   3,414 41
5,251   5,080 171
6,989   3,351 3,638
4,902   5,190 -288
5,373   5,298 75
14,831   12,003 2,828
7,181   7,012 169
5,128   5,031 97
13,552   5,894 7,658
5,137   4,801 336
5,388   5,426 -38
9,657   5,807 3,850
6,935   5,765 1,170
5,661   5,260 401
5,201   5,123 78
6,701   6,349 352
6,103   5,972 131
8,580   5,287 3,293
11,091   2,482 8,609
11,157   2,270 8,887
7,032   4,916 2,116
8,422   8,201 221
8,803   8,523 280
12,000   11,680 320
12,000   11,838 162
16,102   20,841 -4,739
9,288   8,491 797
36,319   32,685 3,634
39,999   39,847 152
      88,022
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -1,576
b       261
c       5,395
d       -284
e       -27
      -232
      -46
      290
      302
      58
      41
      -688
      -43
      116
      -1,281
      -812
      -966
      8,410
      -1,677
      624
      -233
      5,451
      995
      765
      2,588
      -292
      2,450
      -588
      95
      231
      -3,387
      -691
      378
      -42
      503
      814
      -12
      -753
      2,964
      -514
      -377
      -576
      239
      -609
      2,190
      291
      3,590
      667
      -149
      74
      -135
      -38
      -190
      -776
      783
      4,003
      1,554
      226
      6,311
      4,762
      178
      849
      70
      648
      816
      6,448
      662
      -345
      916
      -375
      -9,449
      922
      -613
      355
      103
      468
      -242
      1,974
      1,112
      -14
      363
      165
      2,022
      3,489
      3,198
      295
      -493
      -106
      -43
      -39
      -426
      158
      1,046
      27
      13
      -204
      203
      18
      -10
      371
      76
      2
      9
      235
      7
      4
      124
      -352
      -448
      -133
      -450
      -973
      -549
      -19
      -94
      1,665
      123
      -327
      -463
      27
      -1,146
      -146
      60
      2,584
      -264
      -884
      -258
      741
      24
      1,866
      120
      8
      34
      13
      -890
      -14
      -250
      1,663
      413
      -99
      -2
      -5
      -17
      -122
      -102
      590
      766
      173
      191
      684
      11
      -98
      436
      -525
      -720
      -89
      -682
      109
      157
      3,373
      989
      97
      124
      -311
      63
      7
      63
      89
      57
      8
      31
      78
      -977
      -63
      460
      1,111
      397
      -594
      433
      -545
      -21
      206
      3
      -111
      -1,353
      -587
      182
      -418
      54
      -26
      -144
      54
      -267
      30
      3,689
      861
      2,633
      3,452
      3,967
      6,669
      993
      2,998
      437
      -104
      1,569
      2,817
      -763
      370
      3,387
      464
      544
      335
      1,036
      162
      -389
      726
      136
      71
      1,352
      960
      4,910
      74
      343
      2,085
      -64
      1,983
      -370
      -1,160
      1,893
      76
      3,507
      4,342
      11,747
      -462
      1,248
      1,154
      96
      1,879
      38
      5,740
      1,457
      41
      171
      3,638
      -288
      75
      2,828
      169
      97
      7,658
      336
      -38
      3,850
      1,170
      401
      78
      352
      131
      3,293
      8,609
      8,887
      2,116
      221
      280
      320
      162
      -4,739
      797
      3,634
      152
       
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 2 271,554
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 170,793 3,870,561 0.044126
2016 160,438 3,640,261 0.044073
2015 152,710 3,443,125 0.044352
2014 144,699 3,476,881 0.041617
2013 137,323 3,123,092 0.04397
2
Total of line 1, column (d) .....................
2
0.218138
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
0.043628
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
3,248,691
5
Multiply line 4 by line 3......................
5
141,734
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
3,203
7
Add lines 5 and 6........................
7
144,937
8
Enter qualifying distributions from Part XII, line 4,.............
8
158,362
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 3,203
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 3,203
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 3,203
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 4,284
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 4,284
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 1,081
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet1,081 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletPA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletPNC BANK NA Telephone no.bullet (412) 762-9161

    Located atbullet116 ALLEGHENY CENTER MALLPITTSBURGHPA ZIP+4bullet152129938
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    PNC BANK N A TRUSTEE
    8     		38,635    
    116 ALLEGHENY CENTER MALL
    PITTSBURGH,PA152129938
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    3,298,163
    b
    Average of monthly cash balances.......................
    1b
    0
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    3,298,163
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    3,298,163
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    49,472
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    3,248,691
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    162,435
    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
    162,435
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    3,203
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,203
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    159,232
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    159,232
    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
    159,232
    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
    158,362
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    158,362
    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
    3,203
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    155,159
    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 7 159,232
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 113,086
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 0
    b From 2014...... 0
    c From 2015...... 0
    d From 2016...... 0
    e From 2017...... 0
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 158,362
    a Applied to 2017, but not more than line 2a 113,086
    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..... 45,276
    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 ..........     		113,956
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2014.... 0
    b Excess from 2015.... 0
    c Excess from 2016.... 0
    d Excess from 2017.... 0
    e Excess from 2018.... 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    THE CRARY HOME
    512 LIBERTY STREET
    WARREN,PA163651729     		NONE PC GENERAL SUPPORT 150,635
    Total .................................bullet 3a 150,635
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 79,783  
    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 ............     		    18 271,554  
    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)..   351,337  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    351,337
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

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

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 InvestmentsOtherSchedule2
    Name:
    CRARY CLARE TW THE CRARY HOME
    EIN:
    25-6194014
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MUTUAL FUNDS - FIXED AT COST 674,664 697,870
    MUTUAL FUNDS - EQUITY AT COST 2,737,963 3,126,785

    TY 2018 OtherDecreasesSchedule
    Name:
    CRARY CLARE TW THE CRARY HOME
    EIN:
    25-6194014
    Description Amount
    ROUNDING ADJ FOR SALES AND TRANSACTIONS 20


    TY 2018 OtherExpensesSchedule
    Name:
    CRARY CLARE TW THE CRARY HOME
    EIN:
    25-6194014
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADR SERVICE FEES 5 5   0


    TY 2018 OtherIncreasesSchedule
    Name:
    CRARY CLARE TW THE CRARY HOME
    EIN:
    25-6194014
    Description Amount
    POSTED CURRENT YEAR FOR PRIOR YEAR 548


    TY 2018 TaxesSchedule
    Name:
    CRARY CLARE TW THE CRARY HOME
    EIN:
    25-6194014
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 157 157   0
    FEDERAL TAX PAYMENT - PRIOR YE 1,587 0   0
    FEDERAL ESTIMATES - PRINCIPAL 4,284 0   0