Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
SCHULTZ ROBERT
 
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

24-6021696
B Telephone number (see instructions)

(412) 768-5892
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$3,631,907J 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... 92,078 92,078  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 175,269
b Gross sales price for all assets on line 6a 1,324,254
7 Capital gain net income (from Part IV, line 2)... 175,269
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)....... Click to see attachment 100    
12 Total. Add lines 1 through 11........ 267,447 267,347  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 41,660 39,577   2,083
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 7,242 600   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.......... 48,902 40,177 0 2,083
25 Contributions, gifts, grants paid....... 153,908 153,908
26 Total expenses and disbursements. Add lines 24 and 25 202,810 40,177 0 155,991
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 64,637
b Net investment income (if negative, enter -0-) 227,170
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......... 60,699 80,668 80,668
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 1,178,985 1,224,937 1,495,863
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).......... 2,073,111 Click to see attachment2,071,822 2,055,376
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) 3,312,795 3,377,427 3,631,907
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........ 3,299,496 3,359,839
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 13,299 17,588
30 Total net assets or fund balances (see instructions)..... 3,312,795 3,377,427
31 Total liabilities and net assets/fund balances (see instructions). 3,312,795 3,377,427
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
3,312,795
2
Enter amount from Part I, line 27a .....................
2
64,637
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
3,377,432
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
5
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
3,377,427
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 75. AGILENT TECHNOLOGIES (IPO)   2017-08-18 2018-01-04
b 8. AGILENT TECHNOLOGIES (IPO)   2017-04-24 2018-01-04
c 22. AGILENT TECHNOLOGIES (IPO)   2017-04-24 2018-01-04
d 30. THERMO ELECTRON CORP COM   2015-08-20 2018-01-04
e 70. WYNDHAM WORLDWIDE CORP   2013-03-18 2018-01-04
150. WYNDHAM WORLDWIDE CORP   2013-03-18 2018-01-05
3. TRANSCANADA CORP (HOLDING CO)   2017-06-06 2018-01-19
52. TRANSCANADA CORP (HOLDING CO)   2017-06-06 2018-01-19
69. TRANSCANADA CORP (HOLDING CO)   2017-06-05 2018-01-19
35. TRANSCANADA CORP (HOLDING CO)   2017-06-05 2018-01-22
181. TRANSCANADA CORP (HOLDING CO)   2017-06-02 2018-01-22
1. ALTRIA GROUP INC   2013-05-13 2018-02-01
6. AMERICAN WATER WORKS CO INC   2016-02-09 2018-02-01
2. AMGEN INC   2014-01-17 2018-02-01
9. APPLE INC   2017-04-28 2018-02-01
11. BANK NEW YORK MELLON CORP COM   2016-04-29 2018-02-01
18. BERRY GLOBAL GROUP INC   2016-08-25 2018-02-01
3. BIOGEN INC   2016-08-02 2018-02-01
1. BOEING CO   2017-10-20 2018-02-01
5. BURLINGTON STORES INC   2017-03-13 2018-02-01
9. CBS CORP CLASS B WI   2016-08-05 2018-02-01
12. CISCO SYS INC COM   2011-11-11 2018-02-01
13. CITIZENS FINANCIAL GROUP   2016-11-14 2018-02-01
10. COMCAST CORPORATION CL A   2011-10-12 2018-02-01
6. CONSTELLATION BRANDS INC CL A   2014-05-16 2018-02-01
1. CUMMINS INC   2017-02-21 2018-02-01
7. HALLIBURTON CO   2017-01-27 2018-02-01
2. ILLINOIS TOOL WORKS INC COM   2016-02-17 2018-02-01
14. INTEL CORP   2016-08-22 2018-02-01
12. J P MORGAN CHASE & CO COM   2014-09-30 2018-02-01
3. LAUDER ESTEE COS INC CL A   2017-09-29 2018-02-01
1. MCDONALDS CORP COM   2017-07-28 2018-02-01
12. MICROSOFT CORP   2003-11-20 2018-02-01
8. MORGAN STANLEY   2016-10-21 2018-02-01
2. PROLOGIS INC   2017-06-02 2018-02-01
4. RAYTHEON COMPANY   2016-01-29 2018-02-01
6. S&P GLOBAL INC   2016-05-24 2018-02-01
1. SHERWIN-WILLIAMS CO   2017-06-20 2018-02-01
1. STATE STR CORP COM   2016-09-08 2018-02-01
14. SUNTRUST BANKS INC COM   2016-06-23 2018-02-01
3. T-MOBILE US INC   2017-05-01 2018-02-01
11. TEXAS INSTRS INC COM   2015-11-11 2018-02-01
5. UNITED RENTALS INC COM   2017-05-25 2018-02-01
3. UNITEDHEALTH GROUP INC COM   2017-01-27 2018-02-01
4. VISA INC CLASS A SHARES   2013-02-08 2018-02-01
3. WEC ENERGY GROUP INC   2009-02-26 2018-02-01
1. TE CONNECTIVITY LTD SEDOL B62B7C3 ISIN CH0102993182   2017-06-19 2018-02-01
5. ROYAL CARRIBEAN CRUISES LTD SEDOL 2754907 ISIN LR0008862868   2017-04-10 2018-02-01
266. CBS CORP CLASS B WI   2016-08-05 2018-02-02
30. HOME DEPOT INC COM   2012-01-09 2018-02-02
15. MOHAWK INDS INC   2017-08-18 2018-02-02
10. MOHAWK INDS INC   2017-03-13 2018-02-02
225. PEPSICO INC COM   2016-06-02 2018-02-23
224. PROLOGIS INC   2016-10-21 2018-02-23
138. PROLOGIS INC   2017-06-02 2018-02-23
116. PROLOGIS INC   2016-10-21 2018-02-26
43. SHERWIN-WILLIAMS CO   2017-06-19 2018-03-02
1. SHERWIN-WILLIAMS CO   2017-06-19 2018-03-05
105. STANLEY BLACK & DECKER INC   2017-11-03 2018-03-09
75. MOHAWK INDS INC   2016-08-05 2018-04-05
1. JPMORGAN CHASE 46625H100   2001-01-01 2018-04-24
100. AETNA INC NEW   2013-05-30 2018-04-26
54. ILLINOIS TOOL WORKS INC COM   2016-02-17 2018-04-26
104. ILLINOIS TOOL WORKS INC COM   2016-02-16 2018-04-27
279. ALTRIA GROUP INC   2013-05-13 2018-05-04
200. COMCAST CORPORATION CL A   2011-10-12 2018-05-04
45. ROYAL CARRIBEAN CRUISES LTD SEDOL 2754907 ISIN LR0008862868   2017-04-10 2018-05-04
48. BERRY GLOBAL GROUP INC   2016-08-25 2018-05-15
222. BERRY GLOBAL GROUP INC   2016-08-25 2018-05-15
121. HONEYWELL INTL INC   2015-02-02 2018-05-15
9. HONEYWELL INTL INC   2015-02-02 2018-05-15
65. BERRY GLOBAL GROUP INC   2016-10-14 2018-05-16
64. BERRY GLOBAL GROUP INC   2016-08-24 2018-05-16
24. BERRY GLOBAL GROUP INC   2016-08-24 2018-05-16
10. BERRY GLOBAL GROUP INC   2016-08-24 2018-05-17
4. BERRY GLOBAL GROUP INC   2016-08-24 2018-05-17
6580.497 TEMPLETON GLOBAL BOND FUND AD FUND   2013-06-06 2018-05-18
285. ANALOG DEVICES INC   2017-06-14 2018-05-23
10. ABBVIE INC   2017-12-08 2018-06-07
15. AGILENT TECHNOLOGIES (IPO)   2017-04-24 2018-06-07
5. ALPHABET INC/CA-CL A   2015-11-02 2018-06-07
20. AMERICAN WATER WORKS CO INC   2016-02-09 2018-06-07
10. AMGEN INC   2014-01-17 2018-06-07
25. APPLE INC   2017-04-28 2018-06-07
20. APPLIED MATERIALS INC   2016-07-13 2018-06-07
10. AUTOMATIC DATA PROCESSING INC   2018-05-25 2018-06-07
20. BANK NEW YORK MELLON CORP COM   2016-04-29 2018-06-07
20. BAXTER INTERNATIONAL INC   2018-01-04 2018-06-07
5. BIOGEN INC   2016-08-02 2018-06-07
5. BOEING CO   2017-10-20 2018-06-07
30. BORG WARNER INC.   2017-09-29 2018-06-07
10. BURLINGTON STORES INC   2017-03-13 2018-06-07
35. CBRE GROUP INC   2018-02-28 2018-06-07
10. CELANESE CORP   2018-05-16 2018-06-07
10. CENTENE CORP   2018-04-27 2018-06-07
40. CISCO SYS INC COM   2018-04-26 2018-06-07
15. CITIGROUP INC   2017-07-28 2018-06-07
50. CITIZENS FINANCIAL GROUP   2016-11-14 2018-06-07
35. COMCAST CORPORATION CL A   2011-10-12 2018-06-07
20. CONOCOPHILLIPS   2017-11-06 2018-06-07
10. CONSTELLATION BRANDS INC CL A   2014-05-16 2018-06-07
5. CUMMINS INC   2017-02-21 2018-06-07
20. DOWDUPONT INC   2016-10-14 2018-06-07
10. EASTMAN CHEM CO   2018-03-06 2018-06-07
15. FACEBOOK INC   2016-05-06 2018-06-07
5. FEDEX CORPORATION   2018-05-15 2018-06-07
5. GENERAL DYNAMICS CORP   2015-05-27 2018-06-07
25. HALLIBURTON CO   2017-01-27 2018-06-07
10. HOME DEPOT INC COM   2012-01-09 2018-06-07
20. INTEL CORP   2016-08-22 2018-06-07
35. J P MORGAN CHASE & CO COM   2014-09-30 2018-06-07
5. JOHNSON & JOHNSON COM   2002-07-19 2018-06-07
15. KOHLS CORP COM   2018-04-05 2018-06-07
5. LAM RESEARCH CORP   2015-06-02 2018-06-07
15. LAUDER ESTEE COS INC CL A   2017-09-29 2018-06-07
10. MARRIOTT INTERNATIONAL INC CL A   2018-01-04 2018-06-07
10. MCDONALDS CORP COM   2017-07-28 2018-06-07
15. MICROSOFT CORP   2003-11-20 2018-06-07
30. MORGAN STANLEY   2016-10-21 2018-06-07
5. NORTHROP GRUMMAN CORPORATION   2015-02-19 2018-06-07
15. OCCIDENTAL PETE CORP COM   2018-01-19 2018-06-07
5. PARKER HANNIFIN CORP   2017-04-07 2018-06-07
40. PFIZER INC COM   2017-11-10 2018-06-07
15. PRICE T ROWE GROUP INC COM   2017-08-28 2018-06-07
5. RAYTHEON COMPANY   2016-01-29 2018-06-07
15. ROYAL DUTCH SHELL PLC ADR A   2017-10-23 2018-06-07
10. S&P GLOBAL INC   2016-05-23 2018-06-07
10. SMUCKER J M CO COM NEW   2018-02-27 2018-06-07
15. STATE STR CORP COM   2016-09-08 2018-06-07
5. STRYKER CORP   2017-03-15 2018-06-07
25. SUNTRUST BANKS INC COM   2016-06-23 2018-06-07
20. T-MOBILE US INC   2017-05-01 2018-06-07
20. TEXAS INSTRS INC COM   2015-11-11 2018-06-07
5. THERMO ELECTRON CORP COM   2015-08-20 2018-06-07
25. TOTAL FINA S A   2015-08-12 2018-06-07
20. TYSON FDS INC COM   2017-09-29 2018-06-07
15. UNITED RENTALS INC COM   2017-05-25 2018-06-07
5. UNITEDHEALTH GROUP INC COM   2017-01-27 2018-06-07
15. VISA INC CLASS A SHARES   2013-02-08 2018-06-07
35. WEC ENERGY GROUP INC   2009-02-26 2018-06-07
20. WASTE MANAGEMENT INC   2018-03-09 2018-06-07
15. TE CONNECTIVITY LTD SEDOL B62B7C3 ISIN CH0102993182   2017-06-19 2018-06-07
10. ROYAL CARRIBEAN CRUISES LTD SEDOL 2754907 ISIN LR0008862868   2017-04-10 2018-06-07
378. HALLIBURTON CO   2017-01-27 2018-06-13
41. SMUCKER J M CO COM NEW   2018-02-27 2018-06-13
43. SMUCKER J M CO COM NEW   2018-02-26 2018-06-14
48. AGILENT TECHNOLOGIES (IPO)   2017-04-21 2018-06-15
197. AGILENT TECHNOLOGIES (IPO)   2017-04-21 2018-06-15
111. SMUCKER J M CO COM NEW   2018-02-23 2018-06-15
80. CONSTELLATION BRANDS INC CL A   2014-05-15 2018-07-02
58. CUMMINS INC   2017-02-17 2018-07-02
36. CUMMINS INC   2017-02-17 2018-07-03
89. CONSTELLATION BRANDS INC CL A   2014-05-15 2018-07-13
27. GENERAL DYNAMICS CORP   2015-05-27 2018-07-13
12. GENERAL DYNAMICS CORP   2015-05-27 2018-07-13
48. THERMO ELECTRON CORP COM   2015-08-20 2018-07-13
61. GENERAL DYNAMICS CORP   2015-05-27 2018-07-16
37. THERMO ELECTRON CORP COM   2015-08-20 2018-07-16
48. PARKER HANNIFIN CORP   2017-04-07 2018-07-27
67. STATE STR CORP COM   2016-09-08 2018-07-27
201. STATE STR CORP COM   2016-09-07 2018-07-27
11. STATE STR CORP COM   2016-09-09 2018-07-27
82. TYSON FDS INC COM   2017-09-29 2018-07-27
8. TYSON FDS INC COM   2016-03-11 2018-07-27
8. TYSON FDS INC COM   2017-09-29 2018-07-27
72. PARKER HANNIFIN CORP   2017-04-07 2018-07-30
89. TYSON FDS INC COM   2016-03-11 2018-07-30
103. TYSON FDS INC COM   2016-03-11 2018-07-30
125. JOHNSON & JOHNSON COM   2002-07-19 2018-08-16
82. LAUDER ESTEE COS INC CL A   2017-09-01 2018-08-16
47. LAUDER ESTEE COS INC CL A   2017-09-01 2018-08-16
110. FACEBOOK INC   2016-03-02 2018-08-17
5. LAUDER ESTEE COS INC CL A   2017-09-01 2018-08-17
83. LAUDER ESTEE COS INC CL A   2017-09-01 2018-08-17
30. ROYAL DUTCH SHELL PLC ADR A   2017-10-23 2018-08-23
5. ROYAL DUTCH SHELL PLC ADR A   2017-10-23 2018-08-24
119. ROYAL DUTCH SHELL PLC ADR A   2017-10-20 2018-08-24
104. ROYAL DUTCH SHELL PLC ADR A   2017-10-20 2018-08-27
2. ROYAL DUTCH SHELL PLC ADR A   2017-10-20 2018-08-27
95. LAM RESEARCH CORP   2015-06-02 2018-09-14
70. MARRIOTT INTERNATIONAL INC CL A   2018-01-04 2018-09-14
9. MARRIOTT INTERNATIONAL INC CL A   2018-01-04 2018-09-14
110. STRYKER CORP   2017-03-13 2018-09-14
81. MARRIOTT INTERNATIONAL INC CL A   2018-01-04 2018-09-17
1647.302 HARBOR FD INTL FD   2013-10-15 2018-10-01
73.57 HARBOR FD INTL FD   2017-12-18 2018-10-01
8185.54 MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND CLASS I   2013-10-15 2018-10-04
8.651 MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND CLASS I   2017-12-13 2018-10-04
19. BORG WARNER INC.   2017-09-29 2018-10-11
24. BORG WARNER INC.   2017-09-29 2018-10-11
91. BORG WARNER INC.   2017-08-22 2018-10-11
47. US FOODS HOLDING CORP   2018-06-19 2018-10-11
423. US FOODS HOLDING CORP   2018-06-13 2018-10-11
130. BORG WARNER INC.   2017-08-21 2018-10-12
105. BORG WARNER INC.   2017-08-18 2018-10-15
17. BORG WARNER INC.   2017-08-18 2018-10-15
68. BORG WARNER INC.   2017-08-18 2018-10-16
26. BORG WARNER INC.   2017-08-18 2018-10-16
4. APPLIED MATERIALS INC   2016-07-13 2018-10-25
335. APPLIED MATERIALS INC   2016-07-13 2018-10-25
294. DOWDUPONT INC   2015-04-28 2018-10-25
36. DOWDUPONT INC   2015-04-28 2018-10-25
11. APPLIED MATERIALS INC   2016-07-13 2018-10-26
10. DOWDUPONT INC   2015-04-29 2018-10-26
527. FIRST DATA CORP- CLASS A   2018-08-17 2018-11-02
14. TEXAS INSTRS INC COM   2015-11-11 2018-11-02
295. TEXAS INSTRS INC COM   2015-11-11 2018-11-02
87. FIRST DATA CORP- CLASS A   2018-08-17 2018-11-05
9. FIRST DATA CORP- CLASS A   2018-08-17 2018-11-05
73. FIRST DATA CORP- CLASS A   2018-08-17 2018-11-06
14. FIRST DATA CORP- CLASS A   2018-08-17 2018-11-06
57. ROYAL CARRIBEAN CRUISES LTD SEDOL 2754907 ISIN LR0008862868   2017-04-07 2018-11-08
69. ROYAL CARRIBEAN CRUISES LTD SEDOL 2754907 ISIN LR0008862868   2017-04-07 2018-11-09
12. ROYAL CARRIBEAN CRUISES LTD SEDOL 2754907 ISIN LR0008862868   2017-04-07 2018-11-09
12. ROYAL CARRIBEAN CRUISES LTD SEDOL 2754907 ISIN LR0008862868   2017-04-07 2018-11-12
71. FEDEX CORPORATION   2018-05-15 2018-11-16
4. FEDEX CORPORATION   2018-05-15 2018-11-16
1. NU SKIN ENTERPRISES 67018T105   2001-01-01 2018-11-23
252. SUNCOR ENERGY INC ISIN CA8672241079 SEDOL B3NB1P2   2018-08-24 2018-12-13
170. UNITED TECHNOLOGIES CORP COM   2018-07-13 2018-12-13
168. SUNCOR ENERGY INC ISIN CA8672241079 SEDOL B3NB1P2   2018-08-23 2018-12-14
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 5,173   4,610 563
b 552   435 117
c 1,526   1,196 330
d 5,972   3,990 1,982
e 8,122   4,939 3,183
16,925   9,378 7,547
145   142 3
2,495   2,462 33
3,313   3,261 52
1,678   1,648 30
8,680   8,507 173
70   37 33
492   393 99
369   238 131
1,506   1,293 213
629   441 188
1,066   816 250
1,038   885 153
359   265 94
608   470 138
528   469 59
502   229 273
606   399 207
423   118 305
1,324   493 831
189   154 35
377   407 -30
347   190 157
672   495 177
1,398   761 637
405   324 81
173   156 17
1,147   306 841
456   267 189
128   114 14
851   509 342
1,091   667 424
413   359 54
110   71 39
991   602 389
192   204 -12
1,216   637 579
908   562 346
707   489 218
500   158 342
188   62 126
104   80 24
667   491 176
14,883   13,851 1,032
5,861   2,105 3,756
4,070   3,731 339
2,713   2,301 412
24,634   23,261 1,373
13,714   11,844 1,870
8,449   7,850 599
7,096   6,071 1,025
16,841   15,312 1,529
389   356 33
16,788   17,251 -463
17,960   15,988 1,972
74   25 49
17,903   6,159 11,744
7,769   5,128 2,641
14,804   9,788 5,016
15,728   10,317 5,411
6,372   2,369 4,003
4,818   4,418 400
2,293   2,175 118
10,563   10,011 552
17,811   11,884 5,927
1,324   884 440
3,102   2,898 204
3,055   2,792 263
1,144   1,040 104
475   433 42
190   173 17
76,926   86,119 -9,193
26,914   23,370 3,544
999   960 39
988   815 173
5,712   3,720 1,992
1,585   1,312 273
1,838   1,191 647
4,843   3,592 1,251
1,016   518 498
1,351   1,306 45
1,153   802 351
1,504   1,368 136
1,529   1,476 53
1,859   1,323 536
1,522   1,549 -27
1,567   940 627
1,683   1,659 24
1,180   1,112 68
1,191   1,103 88
1,771   1,769 2
1,032   1,013 19
2,131   1,534 597
1,138   414 724
1,377   1,071 306
2,247   822 1,425
721   771 -50
1,397   1,070 327
1,091   1,049 42
2,840   1,788 1,052
1,299   1,237 62
1,013   702 311
1,229   1,455 -226
1,957   432 1,525
1,130   707 423
3,897   2,114 1,783
613   208 405
1,171   998 173
941   417 524
2,232   1,618 614
1,410   1,362 48
1,652   1,558 94
1,533   383 1,150
1,577   1,003 574
1,688   849 839
1,305   1,132 173
876   806 70
1,458   1,402 56
1,898   1,262 636
1,068   636 432
1,051   920 131
2,062   1,091 971
995   1,282 -287
1,511   1,059 452
895   661 234
1,770   1,075 695
1,157   1,359 -202
2,359   1,158 1,201
1,091   665 426
1,555   1,267 288
1,391   1,411 -20
2,511   1,687 824
1,248   815 433
2,025   591 1,434
2,074   722 1,352
1,672   1,737 -65
1,461   1,198 263
1,049   982 67
18,087   21,783 -3,696
4,295   5,256 -961
4,469   5,445 -976
3,155   2,571 584
12,984   10,451 2,533
11,630   13,852 -2,222
17,195   6,508 10,687
7,660   8,941 -1,281
4,755   5,484 -729
19,200   7,084 12,116
5,207   3,793 1,414
2,319   1,686 633
10,143   6,383 3,760
11,688   8,567 3,121
7,752   4,920 2,832
7,901   7,734 167
5,839   4,730 1,109
17,494   14,160 3,334
958   774 184
5,234   5,785 -551
511   540 -29
511   564 -53
11,868   11,601 267
5,207   6,010 -803
6,099   6,956 -857
16,527   5,196 11,331
10,956   8,844 2,112
6,287   5,068 1,219
19,050   12,630 6,420
674   539 135
11,223   8,950 2,273
1,946   1,839 107
330   307 23
7,828   7,290 538
6,866   6,349 517
132   122 10
14,545   7,483 7,062
9,139   9,535 -396
1,171   1,226 -55
18,785   14,437 4,348
10,512   11,034 -522
105,526   114,346 -8,820
4,713   4,938 -225
156,835   151,514 5,321
166   173 -7
741   976 -235
929   1,233 -304
3,468   4,588 -1,120
1,371   1,780 -409
11,999   15,762 -3,763
4,912   5,804 -892
3,997   4,670 -673
649   756 -107
2,595   3,023 -428
992   1,155 -163
130   104 26
10,931   8,674 2,257
15,578   15,272 306
1,919   1,855 64
349   285 64
522   515 7
9,864   13,264 -3,400
1,332   810 522
28,006   16,781 11,225
1,605   2,149 -544
166   222 -56
1,364   1,803 -439
261   346 -85
6,178   5,586 592
7,426   6,717 709
1,294   1,168 126
1,276   1,164 112
16,079   17,560 -1,481
904   989 -85
260   25 235
7,730   10,516 -2,786
20,290   22,015 -1,725
4,996   6,929 -1,933
      21,686
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       563
b       117
c       330
d       1,982
e       3,183
      7,547
      3
      33
      52
      30
      173
      33
      99
      131
      213
      188
      250
      153
      94
      138
      59
      273
      207
      305
      831
      35
      -30
      157
      177
      637
      81
      17
      841
      189
      14
      342
      424
      54
      39
      389
      -12
      579
      346
      218
      342
      126
      24
      176
      1,032
      3,756
      339
      412
      1,373
      1,870
      599
      1,025
      1,529
      33
      -463
      1,972
      49
      11,744
      2,641
      5,016
      5,411
      4,003
      400
      118
      552
      5,927
      440
      204
      263
      104
      42
      17
      -9,193
      3,544
      39
      173
      1,992
      273
      647
      1,251
      498
      45
      351
      136
      53
      536
      -27
      627
      24
      68
      88
      2
      19
      597
      724
      306
      1,425
      -50
      327
      42
      1,052
      62
      311
      -226
      1,525
      423
      1,783
      405
      173
      524
      614
      48
      94
      1,150
      574
      839
      173
      70
      56
      636
      432
      131
      971
      -287
      452
      234
      695
      -202
      1,201
      426
      288
      -20
      824
      433
      1,434
      1,352
      -65
      263
      67
      -3,696
      -961
      -976
      584
      2,533
      -2,222
      10,687
      -1,281
      -729
      12,116
      1,414
      633
      3,760
      3,121
      2,832
      167
      1,109
      3,334
      184
      -551
      -29
      -53
      267
      -803
      -857
      11,331
      2,112
      1,219
      6,420
      135
      2,273
      107
      23
      538
      517
      10
      7,062
      -396
      -55
      4,348
      -522
      -8,820
      -225
      5,321
      -7
      -235
      -304
      -1,120
      -409
      -3,763
      -892
      -673
      -107
      -428
      -163
      26
      2,257
      306
      64
      64
      7
      -3,400
      522
      11,225
      -544
      -56
      -439
      -85
      592
      709
      126
      112
      -1,481
      -85
      235
      -2,786
      -1,725
      -1,933
       
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 2 175,269
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 171,309 3,848,817 0.04451
2016 170,850 3,610,824 0.047316
2015 165,887 3,779,346 0.043893
2014 163,642 3,741,749 0.043734
2013 146,702 3,476,447 0.042199
2
Total of line 1, column (d) .....................
2
0.221652
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
0.04433
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
3,959,312
5
Multiply line 4 by line 3......................
5
175,516
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
2,272
7
Add lines 5 and 6........................
7
177,788
8
Enter qualifying distributions from Part XII, line 4,.............
8
155,991
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 4,543
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 4,543
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 4,543
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 3,675
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,675
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 9 868
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet0 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletPA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletPNC BANK NA Telephone no.bullet (412) 796-2086

    Located atbullet116 ALLEGHENY CENTER MALLPITTSBURGHPA ZIP+4bullet15212
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    PNC BANK NA TRUSTEE
    8     		41,660    
    116 ALLEGHENY CENTER MALL
    PITTSBURGH,PA15212
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    4,019,726
    b
    Average of monthly cash balances.......................
    1b
    -120
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    4,019,606
    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
    4,019,606
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    60,294
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    3,959,312
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    197,966
    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
    197,966
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    4,543
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    4,543
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    193,423
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    193,423
    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
    193,423
    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
    155,991
    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
    155,991
    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
    155,991
    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 7 193,423
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 124,024
    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$ 155,991
    a Applied to 2017, but not more than line 2a 124,024
    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..... 31,967
    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 ..........     		161,456
    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
    MUHLENBERG COLLEGE
    2400 W CHEW STREET
    ALLENTOWN,PA18104     		NONE PC GENERAL SUPPORT 38,202
    ST PETERS LUTHERAN CHURCH
    1000 TAYLOR AVENUE
    SCRANTON,PA18510     		NONE PC GENERAL SUPPORT 38,852
    DIAKON LUTHERAN MINISTRIES
    1022 N UNION STREET
    MIDDLETOWN,PA17057     		NONE PC GENERAL SUPPORT 38,202
    SILVER SPRINGS-MARTIN LUTHER SCHOOL
    512 W TOWNSHIP LINE ROAD
    PLYMOUTH MEETING,PA19462     		NONE PC GENERAL SUPPORT 19,101
    GERMANTOWN HOME
    6970 GERMANTOWN AVENUE
    PHILADELPHIA,PA19119     		NONE PC GENERAL SUPPORT 19,101
    FRIENDSHIP HOUSE
    1509 MAPLE STREET
    SCRANTON,PA18505     		NONE PC GENERAL SUPPORT 450
    Total .................................bullet 3a 153,908
    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
    aRECOVERY OF GRANTS         100
    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 92,078  
    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 ............     		    18 175,269  
    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)..   267,347 100
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    267,447
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    1A RECOVERY OF PRIOR YEAR QUALIFYING DISTRIBUTIONS
    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:
    SCHULTZ ROBERT
    EIN:
    24-6021696
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MUTUAL FUNDS - FIXED AT COST 1,200,439 1,179,266
    MUTUAL FUNDS - EQUITY AT COST 871,383 876,110

    TY 2018 OtherDecreasesSchedule
    Name:
    SCHULTZ ROBERT
    EIN:
    24-6021696
    Description Amount
    ADJ FOR ROUNDING TRANSACTIONS AND SALES 5


    TY 2018 OtherIncomeSchedule2
    Name:
    SCHULTZ ROBERT
    EIN:
    24-6021696
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    RECOVERY OF GRANTS 100 0  


    TY 2018 TaxesSchedule
    Name:
    SCHULTZ ROBERT
    EIN:
    24-6021696
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 600 600   0
    FEDERAL TAX PAYMENT - PRIOR YE 2,967 0   0
    FEDERAL ESTIMATES - PRINCIPAL 3,675 0   0