-
TIN:
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0052
20
18
Open to Public Inspection
For calendar year 2018, or tax year beginning
01-01-2018
, and ending
12-31-2018
Name of foundation
HOWARD G HAMMER JR MEMORIAL FUND
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
,
PA
15212
A Employer identification number
47-3600341
B
Telephone number (see instructions)
(216) 257-6118
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
992,500
J
Accounting method:
Cash
Accrual
Other (specify)
(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)
1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
.............
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities
...
23,798
23,798
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
300,732
b
Gross sales price for all assets on line 6a
1,265,467
7
Capital gain net income (from Part IV, line 2)
...
300,732
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
........
324,530
324,530
13
Compensation of officers, directors, trustees, etc.
12,907
10,326
2,581
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)
...
1,031
75
0
19
Depreciation (attach schedule) and depletion
...
0
0
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
0
0
22
Printing and publications
..........
0
0
23
Other expenses (attach schedule)
.......
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
13,938
10,401
0
2,581
25
Contributions, gifts, grants paid
.......
41,878
41,878
26
Total expenses and disbursements.
Add lines 24 and 25
55,816
10,401
0
44,459
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
268,714
b
Net investment income
(if negative, enter -0-)
314,129
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
1
Cash—non-interest-bearing
.............
2
Savings and temporary cash investments
.........
9,778
43,827
43,827
3
Accounts receivable
Less: allowance for doubtful accounts
0
0
4
Pledges receivable
Less: allowance for doubtful accounts
5
Grants receivable
.................
6
Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)
.....
7
Other notes and loans receivable (attach schedule)
Less: allowance for doubtful accounts
0
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
10a
Investments—U.S. and state government obligations (attach schedule)
b
Investments—corporate stock (attach schedule)
.......
568,270
841,323
717,790
c
Investments—corporate bonds (attach schedule)
.......
277,024
238,634
230,883
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
0
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
855,072
1,123,784
992,500
17
Accounts payable and accrued expenses
..........
18
Grants payable
.................
19
Deferred revenue
.................
20
Loans from officers, directors, trustees, and other disqualified persons
21
Mortgages and other notes payable (attach schedule)
......
22
Other liabilities (describe
)
23
Total liabilities
(add lines 17 through 22)
.........
0
Foundations that follow SFAS 117, check here
and complete lines 24 through 26 and lines 30 and 31.
24
Unrestricted
..................
25
Temporarily restricted
...............
26
Permanently restricted
...............
Foundations that do not follow SFAS 117, check here
and complete lines 27 through 31.
27
Capital stock, trust principal, or current funds
........
855,072
1,123,784
28
Paid-in or capital surplus, or land, bldg., and equipment fund
29
Retained earnings, accumulated income, endowment, or other funds
30
Total net assets or fund balances
(see instructions)
.....
855,072
1,123,784
31
Total liabilities and net assets/fund balances
(see instructions)
.
855,072
1,123,784
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
855,072
2
Enter amount from Part I, line 27a
.....................
2
268,714
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3
..........................
4
1,123,786
5
Decreases not included in line 2 (itemize)
5
2
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30
.
6
1,123,784
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
2. AGILENT TECHNOLOGIES (IPO)
2017-04-24
2018-01-04
b
18. AGILENT TECHNOLOGIES (IPO)
2017-08-18
2018-01-04
c
5. AGILENT TECHNOLOGIES (IPO)
2017-04-24
2018-01-04
d
8. THERMO ELECTRON CORP COM
2015-08-20
2018-01-04
e
17. WYNDHAM WORLDWIDE CORP
2015-04-02
2018-01-04
35. WYNDHAM WORLDWIDE CORP
2015-04-02
2018-01-05
1. TRANSCANADA CORP (HOLDING CO)
2017-06-06
2018-01-19
12. TRANSCANADA CORP (HOLDING CO)
2017-06-06
2018-01-19
16. TRANSCANADA CORP (HOLDING CO)
2017-06-05
2018-01-19
8. TRANSCANADA CORP (HOLDING CO)
2017-06-05
2018-01-22
42. TRANSCANADA CORP (HOLDING CO)
2017-06-02
2018-01-22
1. AMERICAN WATER WORKS CO INC
2016-02-09
2018-01-30
2. AMGEN INC
2015-04-02
2018-01-30
1. APPLE INC
2017-04-28
2018-01-30
2. BANK NEW YORK MELLON CORP COM
2016-04-29
2018-01-30
1. CISCO SYS INC COM
2006-06-21
2018-01-30
1. CITIZENS FINANCIAL GROUP
2016-11-14
2018-01-30
13. COMCAST CORPORATION CL A
2015-04-02
2018-01-30
1. CONSTELLATION BRANDS INC CL A
2015-04-02
2018-01-30
1. CUMMINS INC
2017-02-21
2018-01-30
1. FACEBOOK INC
2016-05-06
2018-01-30
1. HOME DEPOT INC COM
2015-11-09
2018-01-30
1. ILLINOIS TOOL WORKS INC COM
2016-02-17
2018-01-30
2. INTEL CORP
2016-08-22
2018-01-30
3. J P MORGAN CHASE & CO COM
2004-11-18
2018-01-30
1. MICROSOFT CORP
2015-04-02
2018-01-30
1. RAYTHEON COMPANY
2016-01-29
2018-01-30
2. S&P GLOBAL INC
2016-05-24
2018-01-30
3. STATE STR CORP COM
2016-09-08
2018-01-30
4. SUNTRUST BANKS INC COM
2016-06-23
2018-01-30
1. T-MOBILE US INC
2017-05-01
2018-01-30
2. TEXAS INSTRS INC COM
2015-11-11
2018-01-30
3. VISA INC CLASS A SHARES
2015-04-02
2018-01-30
5. WEC ENERGY GROUP INC
2015-04-02
2018-01-30
1. ROYAL CARRIBEAN CRUISES LTD SEDOL 2754907 ISIN LR0008862868
2017-04-10
2018-01-30
63. CBS CORP CLASS B WI
2016-08-05
2018-02-02
8. HOME DEPOT INC COM
2008-11-11
2018-02-02
2. MOHAWK INDS INC
2017-03-13
2018-02-02
4. MOHAWK INDS INC
2017-08-18
2018-02-02
53. PEPSICO INC COM
2016-06-02
2018-02-23
46. PROLOGIS INC
2016-10-24
2018-02-23
39. PROLOGIS INC
2017-06-02
2018-02-23
27. PROLOGIS INC
2016-10-21
2018-02-26
10. SHERWIN-WILLIAMS CO
2017-06-19
2018-03-02
25. STANLEY BLACK & DECKER INC
2017-11-03
2018-03-09
1. ABBVIE INC
2017-12-08
2018-03-16
1. AGILENT TECHNOLOGIES (IPO)
2017-04-24
2018-03-16
1. ALTRIA GROUP INC
2015-04-02
2018-03-16
1. AMERICAN WATER WORKS CO INC
2016-02-09
2018-03-16
1. AMGEN INC
2015-04-02
2018-03-16
1. ANALOG DEVICES INC
2017-09-01
2018-03-16
2. APPLE INC
2017-04-28
2018-03-16
1. APPLIED MATERIALS INC
2016-07-13
2018-03-16
1. BANK NEW YORK MELLON CORP COM
2016-04-29
2018-03-16
1. BAXTER INTERNATIONAL INC
2018-01-04
2018-03-16
2. BERRY GLOBAL GROUP INC
2016-08-25
2018-03-16
2. BIOGEN INC
2016-08-02
2018-03-16
2. BORG WARNER INC.
2017-10-02
2018-03-16
1. BURLINGTON STORES INC
2017-03-13
2018-03-16
2. CBRE GROUP INC
2018-02-28
2018-03-16
1. CISCO SYS INC COM
2006-06-21
2018-03-16
1. CITIGROUP INC
2017-07-28
2018-03-16
3. CITIZENS FINANCIAL GROUP
2016-11-14
2018-03-16
3. COMCAST CORPORATION CL A
2015-04-02
2018-03-16
1. CONOCOPHILLIPS
2017-11-06
2018-03-16
1. CONSTELLATION BRANDS INC CL A
2015-04-02
2018-03-16
1. DOWDUPONT INC
2016-10-14
2018-03-16
1. EASTMAN CHEM CO
2018-03-06
2018-03-16
1. FACEBOOK INC
2016-05-06
2018-03-16
1. HALLIBURTON CO
2017-01-27
2018-03-16
1. HOME DEPOT INC COM
2008-11-11
2018-03-16
1. ILLINOIS TOOL WORKS INC COM
2016-02-17
2018-03-16
1. INTEL CORP
2016-08-22
2018-03-16
2. J P MORGAN CHASE & CO COM
2004-11-18
2018-03-16
1. LAUDER ESTEE COS INC CL A
2017-09-29
2018-03-16
1. MARRIOTT INTERNATIONAL INC CL A
2018-01-04
2018-03-16
1. MCDONALDS CORP COM
2017-07-28
2018-03-16
1. MICROSOFT CORP
2015-04-02
2018-03-16
2. MORGAN STANLEY
2016-10-21
2018-03-16
1. OCCIDENTAL PETE CORP COM
2018-01-19
2018-03-16
3. PFIZER INC COM
2017-11-10
2018-03-16
1. PRICE T ROWE GROUP INC COM
2017-08-28
2018-03-16
1. ROYAL DUTCH SHELL PLC ADR A
2017-10-23
2018-03-16
1. S&P GLOBAL INC
2016-05-23
2018-03-16
1. SMUCKER J M CO COM NEW
2018-02-27
2018-03-16
1. STATE STR CORP COM
2016-09-08
2018-03-16
2. SUNTRUST BANKS INC COM
2016-06-23
2018-03-16
1. T-MOBILE US INC
2017-05-01
2018-03-16
1. TEXAS INSTRS INC COM
2015-11-11
2018-03-16
2. TOTAL FINA S A
2015-08-12
2018-03-16
1. TYSON FDS INC COM
2017-09-29
2018-03-16
1. UNITED RENTALS INC COM
2017-05-25
2018-03-16
1. VISA INC CLASS A SHARES
2015-04-02
2018-03-16
1. WEC ENERGY GROUP INC
2015-04-02
2018-03-16
1. WASTE MANAGEMENT INC
2018-03-09
2018-03-16
1. TE CONNECTIVITY LTD SEDOL B62B7C3 ISIN CH0102993182
2017-06-19
2018-03-16
1. ROYAL CARRIBEAN CRUISES LTD SEDOL 2754907 ISIN LR0008862868
2017-04-10
2018-03-16
18. MOHAWK INDS INC
2016-08-05
2018-04-05
23. AETNA INC NEW
2015-04-02
2018-04-26
12. ILLINOIS TOOL WORKS INC COM
2016-02-17
2018-04-26
24. ILLINOIS TOOL WORKS INC COM
2016-02-16
2018-04-27
65. ALTRIA GROUP INC
2015-04-02
2018-05-04
46. COMCAST CORPORATION CL A
2015-04-02
2018-05-04
10. ROYAL CARRIBEAN CRUISES LTD SEDOL 2754907 ISIN LR0008862868
2017-04-10
2018-05-04
11. BERRY GLOBAL GROUP INC
2016-08-25
2018-05-15
51. BERRY GLOBAL GROUP INC
2016-08-25
2018-05-15
29. HONEYWELL INTL INC
2015-04-02
2018-05-15
2. HONEYWELL INTL INC
2015-04-02
2018-05-15
15. BERRY GLOBAL GROUP INC
2016-10-14
2018-05-16
15. BERRY GLOBAL GROUP INC
2016-08-24
2018-05-16
6. BERRY GLOBAL GROUP INC
2016-08-24
2018-05-16
2. BERRY GLOBAL GROUP INC
2016-08-24
2018-05-17
1. BERRY GLOBAL GROUP INC
2016-08-24
2018-05-17
67. ANALOG DEVICES INC
2017-06-14
2018-05-23
45. ABBVIE INC
2017-12-08
2018-06-04
60. AGILENT TECHNOLOGIES (IPO)
2017-04-21
2018-06-04
12. ALPHABET INC/CA-CL A
2015-04-02
2018-06-04
8. AMAZON.COM INC
2018-02-02
2018-06-04
46. AMERICAN WATER WORKS CO INC
2016-02-05
2018-06-04
40. AMGEN INC
2015-04-02
2018-06-04
110. APPLE INC
2008-11-11
2018-06-04
85. APPLIED MATERIALS INC
2016-07-13
2018-06-04
48. AUTOMATIC DATA PROCESSING INC
2018-05-23
2018-06-04
73. BANK NEW YORK MELLON CORP COM
2016-04-29
2018-06-04
61. BAXTER INTERNATIONAL INC
2018-01-04
2018-06-04
19. BIOGEN INC
2016-08-02
2018-06-04
19. BOEING CO
2017-10-20
2018-06-04
119. BORG WARNER INC.
2017-08-18
2018-06-04
49. BURLINGTON STORES INC
2016-08-31
2018-06-04
148. CBRE GROUP INC
2018-02-23
2018-06-04
42. CELANESE CORP
2018-05-15
2018-06-04
37. CENTENE CORP
2018-04-26
2018-06-04
91. CISCO SYS INC COM
2006-06-21
2018-06-04
63. CISCO SYS INC COM
2018-04-26
2018-06-04
65. CITIGROUP INC
2017-07-28
2018-06-04
161. CITIZENS FINANCIAL GROUP
2016-11-11
2018-06-04
154. COMCAST CORPORATION CL A
2015-04-02
2018-06-04
76. CONOCOPHILLIPS
2017-11-03
2018-06-04
41. CONSTELLATION BRANDS INC CL A
2015-04-02
2018-06-04
23. CUMMINS INC
2017-02-17
2018-06-04
85. DOWDUPONT INC
2015-04-28
2018-06-04
41. EASTMAN CHEM CO
2018-03-02
2018-06-04
67. FACEBOOK INC
2016-03-02
2018-06-04
18. FEDEX CORPORATION
2018-05-15
2018-06-04
25. GENERAL DYNAMICS CORP
2015-05-27
2018-06-04
94. HALLIBURTON CO
2017-01-27
2018-06-04
41. HOME DEPOT INC COM
2008-11-11
2018-06-04
92. INTEL CORP
2016-08-19
2018-06-04
136. J P MORGAN CHASE & CO COM
2004-11-18
2018-06-04
31. JOHNSON & JOHNSON COM
2015-04-02
2018-06-04
65. KOHLS CORP COM
2018-04-05
2018-06-04
23. LAM RESEARCH CORP
2015-06-02
2018-06-04
54. LAUDER ESTEE COS INC CL A
2017-09-01
2018-06-04
39. MARRIOTT INTERNATIONAL INC CL A
2018-01-04
2018-06-04
40. MCDONALDS CORP COM
2017-06-19
2018-06-04
61. MICROSOFT CORP
2015-04-02
2018-06-04
114. MORGAN STANLEY
2016-10-21
2018-06-04
18. NORTHROP GRUMMAN CORPORATION
2015-04-02
2018-06-04
57. OCCIDENTAL PETE CORP COM
2018-01-19
2018-06-04
30. PARKER HANNIFIN CORP
2017-04-07
2018-06-04
160. PFIZER INC COM
2017-11-10
2018-06-04
58. PRICE T ROWE GROUP INC COM
2017-08-25
2018-06-04
24. RAYTHEON COMPANY
2016-01-29
2018-06-04
64. ROYAL DUTCH SHELL PLC ADR A
2017-10-20
2018-06-04
42. S&P GLOBAL INC
2016-05-20
2018-06-04
48. SMUCKER J M CO COM NEW
2018-02-23
2018-06-04
68. STATE STR CORP COM
2016-09-07
2018-06-04
27. STRYKER CORP
2017-03-13
2018-06-04
110. SUNTRUST BANKS INC COM
2016-06-23
2018-06-04
67. T-MOBILE US INC
2017-04-28
2018-06-04
77. TEXAS INSTRS INC COM
2015-11-11
2018-06-04
21. THERMO ELECTRON CORP COM
2015-08-20
2018-06-04
101. TOTAL FINA S A
2015-08-12
2018-06-04
46. TYSON FDS INC COM
2016-03-11
2018-06-04
27. TYSON FDS INC COM
2017-09-29
2018-06-04
32. UNITED RENTALS INC COM
2017-05-25
2018-06-04
29. UNITEDHEALTH GROUP INC COM
2016-10-27
2018-06-04
49. VISA INC CLASS A SHARES
2015-04-02
2018-06-04
95. WEC ENERGY GROUP INC
2015-04-02
2018-06-04
86. WASTE MANAGEMENT INC
2018-03-09
2018-06-04
48. TE CONNECTIVITY LTD SEDOL B62B7C3 ISIN CH0102993182
2017-05-25
2018-06-04
28. TE CONNECTIVITY LTD SEDOL B62B7C3 ISIN CH0102993182
2017-06-19
2018-06-04
37. ROYAL CARRIBEAN CRUISES LTD SEDOL 2754907 ISIN LR0008862868
2017-04-07
2018-06-04
1294.219 AQR MANAGED FUTURES STRATEGY FUND CLASS I
2015-04-08
2018-06-11
1248.26 ARTISAN INTERNATIONAL FD-ADV
2015-04-08
2018-06-11
1762.115 BAIRD INTERMEDIATE BD FD INSTL FD 70
2013-05-03
2018-06-11
4557.885 BAIRD AGGREGATE BOND FUND FD 72
2015-04-08
2018-06-11
212.331 ISHARES S&P 500 INDEX FUND CLASS K
2015-04-23
2018-06-11
2932.551 BLACKROCK STRATEGIC INCOME OPPORTUNITIES PORTFOLIO
2015-04-08
2018-06-11
616.523 DIAMOND HILL LONG-SHORT FUND CL I
2015-04-08
2018-06-11
1434.72 DODGE & COX INCOME FUND
2013-05-03
2018-06-11
1590.668 EATON VANCE GLOBAL MACRO ABSOLUTE RETURN FUND
2015-04-08
2018-06-11
500. ISHARES MSCI EMERGING MKTS INDEX FUND
2004-11-18
2018-06-11
115. ISHARES TR RUSSELL MIDCAP INDEX FD
2009-04-29
2018-06-11
230. ISHARES TR RUSSELL 2000 VALUE INDEX FD
2008-11-11
2018-06-11
215. ISHARES TR RUSSELL 2000 GROWTH ETF
2008-11-11
2018-06-11
180. ISHARES 3 TO 7 YEAR TREASURY BOND ETF
2007-09-14
2018-06-11
1908.833 PNC INTERNATIONAL EQUITY FUND CLASS I FUND 409
2002-12-26
2018-06-11
7699.688 PNC TOTAL RETURN ADVANTAGE FUND CLASS I
1996-07-18
2018-06-11
534.604 ROWE T PRICE MID-CAP GROWTH FD INC
2003-05-02
2018-06-11
8624.23 T ROWE PRICE SHORTTERM BD FD INC
2010-11-24
2018-06-11
758.15 VANGUARD INFLATION PROTECTED SECURITIES FUND ADMIRAL SHS
2015-04-08
2018-06-11
3165.12 DREYFUS INTERNATIONAL STOCK FUND CL I 6157
2018-06-11
2018-10-24
226.167 BLACKROCK TOTAL RETURN-I
2018-06-11
2018-12-27
1. ISHARES TR S&P 500 INDEX FD
2018-06-11
2018-12-27
384.655 MFS EMERGING MARKETS DEBT FUND CLASS I
2018-06-11
2018-12-27
173.487 METROPOLITAN WEST UNCONSTRAINED BOND FUND CLASS I
2018-06-11
2018-12-27
532.75 PGIM HIGH YIELD FUND CLASS R6
2018-06-11
2018-12-27
412.955 T ROWE PRICE INSTITUTIONAL FLOATING RATE FUND
2018-06-11
2018-12-27
37. SCHWAB US REIT ETF
2018-06-27
2018-12-27
224.749 WESTERN ASSET CORE PLUS BOND FD CLASS I FD 287
2018-06-11
2018-12-27
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
138
109
29
b
1,241
1,106
135
c
347
272
75
d
1,592
1,064
528
e
1,973
1,556
417
3,949
2,866
1,083
48
47
1
576
568
8
768
757
11
384
377
7
2,014
1,974
40
84
66
18
387
313
74
167
144
23
114
80
34
42
20
22
47
31
16
545
376
169
220
118
102
188
154
34
185
119
66
202
124
78
175
95
80
99
71
28
346
114
232
93
40
53
208
127
81
364
222
142
332
212
120
283
172
111
64
68
-4
221
116
105
370
196
174
316
249
67
134
98
36
3,525
3,280
245
1,563
369
1,194
543
461
82
1,085
995
90
5,803
5,495
308
2,816
2,432
384
2,388
2,219
169
1,652
1,414
238
3,917
3,564
353
3,997
4,108
-111
114
96
18
70
54
16
63
51
12
82
66
16
189
156
33
94
84
10
357
287
70
59
26
33
55
40
15
68
68
112
91
21
578
590
-12
102
104
-2
127
94
33
95
95
45
20
25
74
68
6
135
92
43
108
87
21
55
54
1
229
118
111
68
54
14
107
105
2
184
119
65
46
58
-12
179
20
159
171
95
76
51
35
16
231
76
155
146
108
38
141
136
5
163
156
7
94
40
54
115
67
48
64
75
-11
110
105
5
116
84
32
62
61
1
192
109
83
126
128
-2
107
71
36
143
86
57
64
68
-4
110
58
52
116
101
15
74
71
3
187
112
75
124
65
59
62
50
12
86
87
-1
104
80
24
124
98
26
4,310
3,871
439
4,118
2,464
1,654
1,726
1,140
586
3,416
2,260
1,156
3,664
3,322
342
1,465
1,331
134
1,071
982
89
526
499
27
2,427
2,301
126
4,269
2,986
1,283
294
206
88
716
669
47
716
654
62
286
260
26
95
87
8
47
43
4
6,327
5,493
834
4,463
4,320
143
3,806
3,198
608
13,840
7,273
6,567
13,310
12,056
1,254
3,751
2,959
792
7,416
6,254
1,162
21,103
5,996
15,107
4,433
2,201
2,232
6,447
6,219
228
4,074
2,929
1,145
4,521
4,173
348
5,680
5,361
319
6,858
5,019
1,839
5,987
5,539
448
7,462
4,101
3,361
6,944
6,926
18
4,847
4,615
232
4,376
4,042
334
3,969
1,819
2,150
2,748
2,785
-37
4,380
4,391
-11
6,759
4,882
1,877
4,822
4,456
366
5,174
4,040
1,134
9,247
4,821
4,426
3,271
3,531
-260
5,711
4,424
1,287
4,351
4,242
109
12,946
7,514
5,432
4,536
4,452
84
5,068
3,511
1,557
4,510
5,424
-914
7,849
822
7,027
5,230
3,246
1,984
14,744
5,171
9,573
3,780
3,095
685
4,636
4,289
347
4,698
1,818
2,880
8,067
5,823
2,244
5,404
5,312
92
6,410
6,145
265
6,200
2,452
3,748
5,873
3,810
2,063
5,991
2,916
3,075
4,872
4,301
571
5,171
4,834
337
5,830
5,607
223
7,129
4,874
2,255
5,097
3,055
2,042
4,438
3,916
522
8,454
4,550
3,904
5,130
6,046
-916
6,702
4,792
1,910
4,767
3,547
1,220
7,615
4,513
3,102
3,824
4,538
-714
8,929
4,387
4,542
4,504
2,793
1,711
6,174
4,974
1,200
3,155
3,106
49
1,852
1,905
-53
5,165
3,598
1,567
7,096
4,267
2,829
6,530
3,199
3,331
5,850
4,736
1,114
7,203
7,274
-71
4,544
3,741
803
2,650
2,234
416
3,942
3,613
329
11,195
15,000
-3,805
41,979
39,500
2,479
18,943
20,000
-1,057
47,903
50,000
-2,097
70,634
54,000
16,634
28,710
30,000
-1,290
16,122
15,000
1,122
19,254
20,000
-746
14,125
15,000
-875
23,140
10,806
12,334
24,935
7,140
17,795
30,840
10,873
19,967
44,743
10,778
33,965
21,490
18,412
3,078
48,694
35,360
13,334
80,077
76,612
3,465
50,205
18,122
32,083
40,103
42,000
-1,897
19,166
20,000
-834
53,934
60,125
-6,191
2,533
2,560
-27
243
281
-38
5,243
5,416
-173
2,016
2,040
-24
2,717
2,888
-171
3,944
4,121
-177
1,382
1,542
-160
2,510
2,542
-32
28,916
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
29
b
135
c
75
d
528
e
417
1,083
1
8
11
7
40
18
74
23
34
22
16
169
102
34
66
78
80
28
232
53
81
142
120
111
-4
105
174
67
36
245
1,194
82
90
308
384
169
238
353
-111
18
16
12
16
33
10
70
33
15
21
-12
-2
33
25
6
43
21
1
111
14
2
65
-12
159
76
16
155
38
5
7
54
48
-11
5
32
1
83
-2
36
57
-4
52
15
3
75
59
12
-1
24
26
439
1,654
586
1,156
342
134
89
27
126
1,283
88
47
62
26
8
4
834
143
608
6,567
1,254
792
1,162
15,107
2,232
228
1,145
348
319
1,839
448
3,361
18
232
334
2,150
-37
-11
1,877
366
1,134
4,426
-260
1,287
109
5,432
84
1,557
-914
7,027
1,984
9,573
685
347
2,880
2,244
92
265
3,748
2,063
3,075
571
337
223
2,255
2,042
522
3,904
-916
1,910
1,220
3,102
-714
4,542
1,711
1,200
49
-53
1,567
2,829
3,331
1,114
-71
803
416
329
-3,805
2,479
-1,057
-2,097
16,634
-1,290
1,122
-746
-875
12,334
17,795
19,967
33,965
3,078
13,334
3,465
32,083
-1,897
-834
-6,191
-27
-38
-173
-24
-171
-177
-160
-32
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
300,732
3
Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8
...................
3
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)
If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
Yes
No
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1
Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2017
47,882
1,044,528
0.045841
2016
49,892
988,549
0.05047
2015
69,126
772,185
0.08952
2014
2013
2
Total
of line 1, column (d)
.....................
2
0.185831
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
0.061944
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5
......
4
1,088,449
5
Multiply line 4 by line 3
......................
5
67,423
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
3,141
7
Add lines 5 and 6
........................
7
70,564
8
Enter qualifying distributions from Part XII, line 4
,.............
8
44,459
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
and enter “N/A" on line 1.
Date of ruling or determination letter:
(attach copy of letter if necessary–see instructions)
b
Domestic foundations that meet the section 4940(e) requirements in Part V, check
1
6,283
here
and enter 1% of Part I, line 27b
...................
c
All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2
Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
2
0
3
Add lines 1 and 2
...........................
3
6,283
4
Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
4
0
5
Tax based on investment income.
Subtract line 4 from line 3. If zero or less, enter -0-
.....
5
6,283
6
Credits/Payments:
a
2018 estimated tax payments and 2017 overpayment credited to 2018
6a
612
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
612
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
0
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
5,671
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
11
Enter the amount of line 10 to be:
Credited to 2019 estimated tax
0
Refunded
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.
$
(2)
On foundation managers.
$
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
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)
PA
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 address
14
The books are in care of
PNC BANK NA
Telephone no.
(216) 257-6118
Located at
PO BOX 609
PITTSBURGH
PA
ZIP+4
15230
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over
Yes
No
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
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?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(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)?
...............
Yes
No
(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.)
.......
Yes
No
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
Organizations relying on a current notice regarding disaster assistance check here
........
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?
.............
Yes
No
If "Yes," list the years
20
,
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.
20
,
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?
......................
Yes
No
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))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
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
Organizations relying on a current notice regarding disaster assistance check here
.........
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?
..........
Yes
No
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?
.....................
Yes
No
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?
Yes
No
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?
.................
Yes
No
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1
List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a)
Name and address
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(If not paid, enter
-0-)
(d)
Contributions to employee benefit plans and deferred compensation
(e)
Expense account,
other allowances
PNC BANK NA
TRUSTEE
2
12,907
PO BOX 609
PIITSBURGH
,
PA
15230
2
Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a)
Name and address of each employee paid more than $50,000
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(d)
Contributions to
employee benefit
plans and deferred
compensation
(e)
Expense account,
other allowances
NONE
Total
number of other employees paid over $50,000
...................
0
Form
990-PF
(2018)
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
.............
0
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
.........................
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
1,105,024
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
1,105,024
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
1,105,024
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
16,575
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
1,088,449
6
Minimum investment return.
Enter 5% of line 5
..................
6
54,422
Part XI
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part X, line 6
....................
1
54,422
2a
Tax on investment income for 2018 from Part VI, line 5
......
2a
6,283
b
Income tax for 2018. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
6,283
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
48,139
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
48,139
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
48,139
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
44,459
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
44,459
5
Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
income. Enter 1% of Part I, line 27b. See instructions
.................
5
0
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
44,459
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
48,139
2
Undistributed income, if any, as of the end of 2018:
a
Enter amount for 2017 only
.......
0
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2018:
a
From 2013
......
0
b
From 2014
......
0
c
From 2015
......
33,062
d
From 2016
......
730
e
From 2017
......
0
f
Total
of lines 3a through e
........
33,792
4
Qualifying distributions for 2018 from Part
XII, line 4:
$
44,459
a
Applied to 2017, but not more than line 2a
0
b
Applied to undistributed income of prior years
(Election required—see instructions)
.....
0
c
Treated as distributions out of corpus (Election
required—see instructions)
........
0
d
Applied to 2018 distributable amount
.....
44,459
e
Remaining amount distributed out of corpus
0
5
Excess distributions carryover applied to 2018.
3,680
3,680
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
30,112
b
Prior years’ undistributed income. Subtract
line 4b from line 2b
..........
0
c
Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed
......
0
d
Subtract line 6c from line 6b. Taxable amount
—see instructions
...........
0
e
Undistributed income for 2017. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
f
Undistributed income for 2018. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2019
..........
0
7
Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions)
.......
0
8
Excess distributions carryover from 2013 not
applied on line 5 or line 7 (see instructions)
...
0
9
Excess distributions carryover to 2019.
Subtract lines 7 and 8 from line 6a
......
30,112
10
Analysis of line 9:
a
Excess from 2014
....
0
b
Excess from 2015
....
29,382
c
Excess from 2016
....
730
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
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
2a
Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part X for each
year listed
..........
Tax year
Prior 3 years
(e) Total
(a)
2018
(b)
2017
(c)
2016
(d)
2015
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.)
1
Information Regarding Foundation Managers:
a
List 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).)
b
List 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.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or email address of the person to whom applications should be addressed:
b
The form in which applications should be submitted and information and materials they should include:
c
Any submission deadlines:
d
Any 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)
a
Paid during the year
SHADYSIDE PRESBYTERIAN CHURCH
5121 WESTMINSTER PLACE
PITTSBURGH
,
PA
152322116
NONE
PUBLIC CHARITY
GENERAL SUPPORT
41,878
Total
.................................
3a
41,878
b
Approved for future payment
Total
.................................
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.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees 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
23,798
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not 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
300,732
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)
..
324,530
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
324,530
(See worksheet in line 13 instructions to verify calculations.)
Part XVI-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form
990-PF
(2018)
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?
...........
Yes
No
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.
May the IRS discuss this return
with the preparer shown below
(see instr.)?
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's Signature
Date
Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-PF
(2018)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description
-
TIN:
TY 2018 OtherDecreasesSchedule
Name:
HOWARD G HAMMER JR MEMORIAL FUND
EIN:
47-3600341
Description
Amount
CARRYING VALUE ADJUSTMENTS
2
-
TIN:
TY 2018 TaxesSchedule
Name:
HOWARD G HAMMER JR MEMORIAL FUND
EIN:
47-3600341
Category
Amount
Net Investment Income
Adjusted Net Income
Disbursements for Charitable Purposes
FOREIGN TAXES
75
75
0
FEDERAL TAX PAYMENT - PRIOR YE
344
0
0
FEDERAL ESTIMATES - PRINCIPAL
612
0
0