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
DOROTHY M POTTER IRRV TA 071392
 
Number and street (or P.O. box number if mail is not delivered to street address)116 ALLEGHENY CENTER MALL P8YB3502L
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH, PA15212
A Employer identification number

25-6715126
B Telephone number (see instructions)

(412) 762-3792
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$4,449,038
J 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... 112,837 112,837  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 613,281
b Gross sales price for all assets on line 6a 3,439,825
7 Capital gain net income (from Part IV, line 2)... 613,281
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........ 726,118 726,118  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 49,584 47,105   2,479
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)... 3,590 564   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.......... 53,174 47,669 0 2,479
25 Contributions, gifts, grants paid....... 187,686 187,686
26 Total expenses and disbursements. Add lines 24 and 25 240,860 47,669 0 190,165
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 485,258
b Net investment income (if negative, enter -0-) 678,449
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......... 36,686 111,654 111,654
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)....... 1,451,948 874,239 1,097,185
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).......... 2,501,171 Click to see attachment3,489,172 3,240,199
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) 3,989,805 4,475,065 4,449,038
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........ 3,975,681 4,382,219
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 14,124 92,846
30 Total net assets or fund balances (see instructions)..... 3,989,805 4,475,065
31 Total liabilities and net assets/fund balances (see instructions). 3,989,805 4,475,065
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
3,989,805
2
Enter amount from Part I, line 27a .....................
2
485,258
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
2
4
Add lines 1, 2, and 3 ..........................
4
4,475,065
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
4,475,065
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 90. AGILENT TECHNOLOGIES (IPO)   2017-08-18 2018-01-04
b 13. AGILENT TECHNOLOGIES (IPO)   2017-04-24 2018-01-04
c 27. AGILENT TECHNOLOGIES (IPO)   2017-04-24 2018-01-04
d 40. THERMO ELECTRON CORP COM   2015-08-20 2018-01-04
e 86. WYNDHAM WORLDWIDE CORP   2013-03-18 2018-01-04
184. WYNDHAM WORLDWIDE CORP   2013-03-18 2018-01-05
4. TRANSCANADA CORP (HOLDING CO)   2017-06-06 2018-01-19
64. TRANSCANADA CORP (HOLDING CO)   2017-06-06 2018-01-19
84. TRANSCANADA CORP (HOLDING CO)   2017-06-05 2018-01-19
43. TRANSCANADA CORP (HOLDING CO)   2017-06-05 2018-01-22
220. TRANSCANADA CORP (HOLDING CO)   2017-06-02 2018-01-22
2. ALPHABET INC/CA-CL A   2015-11-02 2018-01-30
1. ALTRIA GROUP INC   2013-05-13 2018-01-30
6. AMGEN INC   2014-01-17 2018-01-30
7. APPLE INC   2017-04-28 2018-01-30
7. BANK NEW YORK MELLON CORP COM   2016-04-29 2018-01-30
11. BERRY GLOBAL GROUP INC   2016-08-25 2018-01-30
2. BIOGEN INC   2016-08-02 2018-01-30
3. BOEING CO   2017-10-20 2018-01-30
1. BURLINGTON STORES INC   2017-03-13 2018-01-30
2. CBS CORP CLASS B WI   2016-08-05 2018-01-30
6. CISCO SYS INC COM   2011-11-11 2018-01-30
10. CITIZENS FINANCIAL GROUP   2016-11-14 2018-01-30
9. COMCAST CORPORATION CL A   2011-10-12 2018-01-30
10. CONSTELLATION BRANDS INC CL A   2014-05-16 2018-01-30
3. CUMMINS INC   2017-02-21 2018-01-30
10. FACEBOOK INC   2016-05-06 2018-01-30
3. HALLIBURTON CO   2017-01-27 2018-01-30
6. HOME DEPOT INC COM   2015-11-09 2018-01-30
5. ILLINOIS TOOL WORKS INC COM   2016-02-17 2018-01-30
16. INTEL CORP   2016-08-22 2018-01-30
14. J P MORGAN CHASE & CO COM   2014-09-30 2018-01-30
3. MICROSOFT CORP   2002-10-02 2018-01-30
3. MORGAN STANLEY   2016-10-21 2018-01-30
2. PEPSICO INC COM   2016-10-19 2018-01-30
6. RAYTHEON COMPANY   2016-01-29 2018-01-30
2. S&P GLOBAL INC   2016-05-24 2018-01-30
18. STATE STR CORP COM   2016-09-08 2018-01-30
2. STRYKER CORP   2017-03-15 2018-01-30
8. SUNTRUST BANKS INC COM   2016-06-23 2018-01-30
6. T-MOBILE US INC   2017-05-01 2018-01-30
4. TEXAS INSTRS INC COM   2015-11-11 2018-01-30
2. UNITED RENTALS INC COM   2017-05-25 2018-01-30
4. UNITEDHEALTH GROUP INC COM   2017-01-27 2018-01-30
25. VISA INC CLASS A SHARES   2013-02-08 2018-01-30
44. WEC ENERGY GROUP INC   2009-02-26 2018-01-30
2. ROYAL CARRIBEAN CRUISES LTD SEDOL 2754907 ISIN LR0008862868   2017-04-10 2018-01-30
328. CBS CORP CLASS B WI   2016-08-05 2018-02-02
40. HOME DEPOT INC COM   2012-01-09 2018-02-02
10. MOHAWK INDS INC   2017-03-13 2018-02-02
20. MOHAWK INDS INC   2017-08-18 2018-02-02
278. PEPSICO INC COM   2016-06-02 2018-02-23
200. PROLOGIS INC   2017-06-02 2018-02-23
243. PROLOGIS INC   2016-10-24 2018-02-23
142. PROLOGIS INC   2016-10-21 2018-02-26
54. SHERWIN-WILLIAMS CO   2017-06-19 2018-03-02
1. SHERWIN-WILLIAMS CO   2017-06-19 2018-03-05
10. ABBVIE INC   2017-12-08 2018-03-07
10. AETNA INC NEW   2013-05-30 2018-03-07
20. AGILENT TECHNOLOGIES (IPO)   2017-04-24 2018-03-07
20. ALTRIA GROUP INC   2013-05-13 2018-03-07
20. AMERICAN WATER WORKS CO INC   2016-02-09 2018-03-07
10. AMGEN INC   2014-01-17 2018-03-07
20. ANALOG DEVICES INC   2017-09-01 2018-03-07
40. APPLE INC   2017-04-28 2018-03-07
30. APPLIED MATERIALS INC   2016-07-13 2018-03-07
20. BANK NEW YORK MELLON CORP COM   2016-04-29 2018-03-07
20. BAXTER INTERNATIONAL INC   2018-01-04 2018-03-07
30. BERRY GLOBAL GROUP INC   2016-08-25 2018-03-07
10. BIOGEN INC   2016-08-02 2018-03-07
10. BOEING CO   2017-10-20 2018-03-07
40. BORG WARNER INC.   2017-09-29 2018-03-07
20. BURLINGTON STORES INC   2017-03-13 2018-03-07
50. CBRE GROUP INC   2018-02-27 2018-03-07
30. CISCO SYS INC COM   2011-11-11 2018-03-07
20. CITIGROUP INC   2017-07-28 2018-03-07
50. CITIZENS FINANCIAL GROUP   2016-11-14 2018-03-07
70. COMCAST CORPORATION CL A   2011-10-12 2018-03-07
20. CONOCOPHILLIPS   2017-11-06 2018-03-07
10. CONSTELLATION BRANDS INC CL A   2014-05-16 2018-03-07
10. CUMMINS INC   2017-02-21 2018-03-07
30. DOWDUPONT INC   2016-10-14 2018-03-07
10. EASTMAN CHEM CO   2018-03-06 2018-03-07
20. FACEBOOK INC   2016-05-06 2018-03-07
10. GENERAL DYNAMICS CORP   2015-05-27 2018-03-07
30. HALLIBURTON CO   2017-01-27 2018-03-07
10. HOME DEPOT INC COM   2012-01-09 2018-03-07
10. HONEYWELL INTL INC   2015-02-02 2018-03-07
10. ILLINOIS TOOL WORKS INC COM   2016-02-17 2018-03-07
30. INTEL CORP   2016-08-22 2018-03-07
40. J P MORGAN CHASE & CO COM   2014-09-30 2018-03-07
10. JOHNSON & JOHNSON COM   2000-07-20 2018-03-07
10. LAM RESEARCH CORP   2015-06-02 2018-03-07
20. LAUDER ESTEE COS INC CL A   2017-09-29 2018-03-07
10. MARRIOTT INTERNATIONAL INC CL A   2018-01-04 2018-03-07
10. MCDONALDS CORP COM   2017-07-28 2018-03-07
20. MICROSOFT CORP   2002-10-02 2018-03-07
5. MOHAWK INDS INC   2016-08-05 2018-03-07
5. MOHAWK INDS INC   2017-03-13 2018-03-07
40. MORGAN STANLEY   2016-10-21 2018-03-07
10. NORTHROP GRUMMAN CORPORATION   2015-02-19 2018-03-07
20. OCCIDENTAL PETE CORP COM   2018-01-19 2018-03-07
10. PARKER HANNIFIN CORP   2017-04-07 2018-03-07
50. PFIZER INC COM   2017-11-10 2018-03-07
20. PRICE T ROWE GROUP INC COM   2017-08-28 2018-03-07
10. RAYTHEON COMPANY   2016-01-29 2018-03-07
20. ROYAL DUTCH SHELL PLC ADR A   2017-10-23 2018-03-07
10. S&P GLOBAL INC   2016-05-23 2018-03-07
20. SMUCKER J M CO COM NEW   2018-02-27 2018-03-07
10. STANLEY BLACK & DECKER INC   2017-11-07 2018-03-07
20. STATE STR CORP COM   2016-09-08 2018-03-07
10. STRYKER CORP   2017-03-15 2018-03-07
40. SUNTRUST BANKS INC COM   2016-06-23 2018-03-07
20. T-MOBILE US INC   2017-05-01 2018-03-07
20. TEXAS INSTRS INC COM   2015-11-11 2018-03-07
10. THERMO ELECTRON CORP COM   2015-08-20 2018-03-07
30. TOTAL FINA S A   2015-08-12 2018-03-07
20. TYSON FDS INC COM   2017-09-29 2018-03-07
10. UNITED RENTALS INC COM   2017-05-25 2018-03-07
10. UNITEDHEALTH GROUP INC COM   2017-01-27 2018-03-07
20. VISA INC CLASS A SHARES   2013-02-08 2018-03-07
30. WEC ENERGY GROUP INC   2009-03-13 2018-03-07
20. TE CONNECTIVITY LTD SEDOL B62B7C3 ISIN CH0102993182   2017-06-19 2018-03-07
20. ROYAL CARRIBEAN CRUISES LTD SEDOL 2754907 ISIN LR0008862868   2017-04-10 2018-03-07
120. STANLEY BLACK & DECKER INC   2017-11-03 2018-03-09
85. MOHAWK INDS INC   2016-08-05 2018-04-05
90. ABBVIE INC   2017-12-08 2018-04-10
40. AETNA INC NEW   2013-05-30 2018-04-10
120. AGILENT TECHNOLOGIES (IPO)   2017-04-21 2018-04-10
30. ALPHABET INC/CA-CL A   2013-07-01 2018-04-10
130. ALTRIA GROUP INC   2013-05-13 2018-04-10
10. AMAZON.COM INC   2018-02-02 2018-04-10
90. AMERICAN WATER WORKS CO INC   2016-02-05 2018-04-10
80. AMGEN INC   2013-12-30 2018-04-10
130. ANALOG DEVICES INC   2017-06-14 2018-04-10
123. APPLE INC   2017-04-28 2018-04-10
97. APPLE INC   2006-08-08 2018-04-10
170. APPLIED MATERIALS INC   2016-07-13 2018-04-10
45330.829 BAIRD AGGREGATE BOND FUND FD 72   2014-12-17 2018-04-10
150. BANK NEW YORK MELLON CORP COM   2016-04-29 2018-04-10
120. BAXTER INTERNATIONAL INC   2018-01-04 2018-04-10
200. BERRY GLOBAL GROUP INC   2016-08-25 2018-04-10
40. BIOGEN INC   2016-08-02 2018-04-10
30. BOEING CO   2017-10-20 2018-04-10
240. BORG WARNER INC.   2017-08-21 2018-04-10
90. BURLINGTON STORES INC   2016-09-01 2018-04-10
290. CBRE GROUP INC   2018-02-27 2018-04-10
180. CISCO SYS INC COM   2011-11-11 2018-04-10
130. CITIGROUP INC   2017-07-28 2018-04-10
320. CITIZENS FINANCIAL GROUP   2016-11-14 2018-04-10
400. COMCAST CORPORATION CL A   2011-10-12 2018-04-10
150. CONOCOPHILLIPS   2017-11-03 2018-04-10
80. CONSTELLATION BRANDS INC CL A   2014-05-15 2018-04-10
40. CUMMINS INC   2017-02-21 2018-04-10
11094.675 DODGE & COX INCOME FUND   2013-01-30 2018-04-10
160. DOWDUPONT INC   2015-04-28 2018-04-10
80. EASTMAN CHEM CO   2018-03-06 2018-04-10
130. FACEBOOK INC   2016-03-02 2018-04-10
50. GENERAL DYNAMICS CORP   2015-05-27 2018-04-10
190. HALLIBURTON CO   2017-01-27 2018-04-10
80. HOME DEPOT INC COM   2012-01-09 2018-04-10
60. HONEYWELL INTL INC   2015-02-02 2018-04-10
70. ILLINOIS TOOL WORKS INC COM   2016-02-17 2018-04-10
180. INTEL CORP   2016-08-19 2018-04-10
1369. ISHARES TIPS BOND ETF   2016-09-14 2018-04-10
270. J P MORGAN CHASE & CO COM   2009-04-29 2018-04-10
60. JOHNSON & JOHNSON COM   2000-07-20 2018-04-10
130. KOHLS CORP COM   2018-04-05 2018-04-10
40. LAM RESEARCH CORP   2015-06-02 2018-04-10
110. LAUDER ESTEE COS INC CL A   2017-09-01 2018-04-10
10924.356 MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND CLASS I   2013-12-12 2018-04-10
11.546 MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND CLASS I   2017-12-13 2018-04-10
80. MARRIOTT INTERNATIONAL INC CL A   2018-01-04 2018-04-10
80. MCDONALDS CORP COM   2017-06-19 2018-04-10
17.364 METROPOLITAN WEST UNCONSTRAINED BOND FUND CLASS I   2017-12-12 2018-04-10
997.006 METROPOLITAN WEST UNCONSTRAINED BOND FUND CLASS I   2014-12-17 2018-04-10
120. MICROSOFT CORP   2002-10-02 2018-04-10
230. MORGAN STANLEY   2016-10-21 2018-04-10
30. NORTHROP GRUMMAN CORPORATION   2015-02-19 2018-04-10
110. OCCIDENTAL PETE CORP COM   2018-01-19 2018-04-10
60. PARKER HANNIFIN CORP   2017-04-07 2018-04-10
320. PFIZER INC COM   2017-11-10 2018-04-10
120. PRICE T ROWE GROUP INC COM   2017-08-28 2018-04-10
50. RAYTHEON COMPANY   2016-01-29 2018-04-10
130. ROYAL DUTCH SHELL PLC ADR A   2017-10-23 2018-04-10
90. S&P GLOBAL INC   2016-05-20 2018-04-10
90. SMUCKER J M CO COM NEW   2018-02-26 2018-04-10
140. STATE STR CORP COM   2016-09-07 2018-04-10
50. STRYKER CORP   2017-03-13 2018-04-10
220. SUNTRUST BANKS INC COM   2016-06-23 2018-04-10
130. T-MOBILE US INC   2017-05-01 2018-04-10
8009.333 TEMPLETON GLOBAL BOND FUND AD FUND   2013-01-30 2018-04-10
150. TEXAS INSTRS INC COM   2015-11-11 2018-04-10
40. THERMO ELECTRON CORP COM   2015-08-20 2018-04-10
200. TOTAL FINA S A   2015-08-12 2018-04-10
20. TYSON FDS INC COM   2016-03-11 2018-04-10
120. TYSON FDS INC COM   2017-09-29 2018-04-10
70. UNITED RENTALS INC COM   2017-05-25 2018-04-10
60. UNITEDHEALTH GROUP INC COM   2016-10-27 2018-04-10
100. VISA INC CLASS A SHARES   2013-02-08 2018-04-10
13018.811 VIRTUS SEIX FLOATING RATE HIGH INCOME FUND CLASS I   2016-08-01 2018-04-10
190. WEC ENERGY GROUP INC   2009-03-13 2018-04-10
100. WASTE MANAGEMENT INC   2018-03-09 2018-04-10
150. TE CONNECTIVITY LTD SEDOL B62B7C3 ISIN CH0102993182   2017-05-25 2018-04-10
90. ROYAL CARRIBEAN CRUISES LTD SEDOL 2754907 ISIN LR0008862868   2017-04-10 2018-04-10
1180. IWP ISHARES RUSSELL MIDCAP GRWTH FD   2016-03-31 2018-04-13
463. ISHARES TR RUSSELL 2000 VALUE INDEX FD   2015-04-22 2018-04-13
325. ISHARES TR RUSSELL 2000 GROWTH ETF   2014-03-19 2018-04-13
1. JPMORGAN CHASE 46625H100   2001-01-01 2018-04-24
70. AETNA INC NEW   2013-05-30 2018-04-26
39. ILLINOIS TOOL WORKS INC COM   2016-02-17 2018-04-26
76. ILLINOIS TOOL WORKS INC COM   2016-02-16 2018-04-27
194. ALTRIA GROUP INC   2013-05-13 2018-05-04
135. COMCAST CORPORATION CL A   2011-10-12 2018-05-04
35. ROYAL CARRIBEAN CRUISES LTD SEDOL 2754907 ISIN LR0008862868   2017-04-07 2018-05-04
34. BERRY GLOBAL GROUP INC   2016-08-25 2018-05-15
157. BERRY GLOBAL GROUP INC   2016-08-25 2018-05-15
84. HONEYWELL INTL INC   2015-02-02 2018-05-15
6. HONEYWELL INTL INC   2015-02-02 2018-05-15
46. BERRY GLOBAL GROUP INC   2016-08-24 2018-05-16
45. BERRY GLOBAL GROUP INC   2016-08-24 2018-05-16
17. BERRY GLOBAL GROUP INC   2016-08-24 2018-05-16
7. BERRY GLOBAL GROUP INC   2016-08-24 2018-05-17
3. BERRY GLOBAL GROUP INC   2016-08-24 2018-05-17
205. ANALOG DEVICES INC   2017-06-14 2018-05-23
277. HALLIBURTON CO   2017-01-27 2018-06-13
29. SMUCKER J M CO COM NEW   2018-02-26 2018-06-13
31. SMUCKER J M CO COM NEW   2018-02-23 2018-06-14
34. AGILENT TECHNOLOGIES (IPO)   2017-04-21 2018-06-15
141. AGILENT TECHNOLOGIES (IPO)   2017-04-21 2018-06-15
80. SMUCKER J M CO COM NEW   2018-02-23 2018-06-15
65. CONSTELLATION BRANDS INC CL A   2014-05-15 2018-07-02
45. CUMMINS INC   2017-02-17 2018-07-02
27. CUMMINS INC   2017-02-17 2018-07-03
65. CONSTELLATION BRANDS INC CL A   2014-05-15 2018-07-13
19. GENERAL DYNAMICS CORP   2015-05-27 2018-07-13
8. GENERAL DYNAMICS CORP   2015-05-27 2018-07-13
34. THERMO ELECTRON CORP COM   2015-08-20 2018-07-13
43. GENERAL DYNAMICS CORP   2015-05-27 2018-07-16
26. THERMO ELECTRON CORP COM   2015-08-20 2018-07-16
34. PARKER HANNIFIN CORP   2017-04-07 2018-07-27
49. STATE STR CORP COM   2016-09-07 2018-07-27
145. STATE STR CORP COM   2016-09-09 2018-07-27
8. STATE STR CORP COM   2016-09-09 2018-07-27
62. TYSON FDS INC COM   2016-03-11 2018-07-27
12. TYSON FDS INC COM   2016-03-11 2018-07-27
51. PARKER HANNIFIN CORP   2017-04-07 2018-07-30
68. TYSON FDS INC COM   2016-03-11 2018-07-30
78. TYSON FDS INC COM   2016-03-11 2018-07-30
1. AMERICAN INTERNATIONAL GROUP INC   2001-01-01 2018-08-10
92. JOHNSON & JOHNSON COM   2000-07-20 2018-08-16
59. LAUDER ESTEE COS INC CL A   2017-09-01 2018-08-16
33. LAUDER ESTEE COS INC CL A   2017-09-01 2018-08-16
90. FACEBOOK INC   2016-03-02 2018-08-17
3. LAUDER ESTEE COS INC CL A   2017-09-01 2018-08-17
60. LAUDER ESTEE COS INC CL A   2017-09-01 2018-08-17
22. ROYAL DUTCH SHELL PLC ADR A   2017-10-23 2018-08-23
3. ROYAL DUTCH SHELL PLC ADR A   2017-10-23 2018-08-24
88. ROYAL DUTCH SHELL PLC ADR A   2017-10-20 2018-08-24
75. 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
70. LAM RESEARCH CORP   2015-12-18 2018-09-14
52. MARRIOTT INTERNATIONAL INC CL A   2018-01-04 2018-09-14
7. MARRIOTT INTERNATIONAL INC CL A   2018-01-04 2018-09-14
83. STRYKER CORP   2017-03-13 2018-09-14
61. MARRIOTT INTERNATIONAL INC CL A   2018-01-04 2018-09-17
2066.118 HARBOR FD INTL FD   2003-03-26 2018-10-01
92.274 HARBOR FD INTL FD   2017-12-18 2018-10-01
657.414 HARBOR FD INTL FD   2018-04-13 2018-10-01
13. BORG WARNER INC.   2017-08-21 2018-10-11
18. BORG WARNER INC.   2017-08-21 2018-10-11
68. BORG WARNER INC.   2017-08-21 2018-10-11
35. US FOODS HOLDING CORP   2018-06-19 2018-10-11
310. US FOODS HOLDING CORP   2018-06-13 2018-10-11
96. BORG WARNER INC.   2017-08-18 2018-10-12
77. BORG WARNER INC.   2017-08-18 2018-10-15
13. BORG WARNER INC.   2017-08-18 2018-10-15
51. BORG WARNER INC.   2017-08-18 2018-10-16
19. BORG WARNER INC.   2017-08-18 2018-10-16
3. APPLIED MATERIALS INC   2016-07-13 2018-10-25
239. APPLIED MATERIALS INC   2016-07-13 2018-10-25
217. DOWDUPONT INC   2015-04-28 2018-10-25
26. DOWDUPONT INC   2015-04-29 2018-10-25
8. APPLIED MATERIALS INC   2016-07-13 2018-10-26
7. DOWDUPONT INC   2015-04-29 2018-10-26
386. FIRST DATA CORP- CLASS A   2018-08-17 2018-11-02
10. TEXAS INSTRS INC COM   2015-11-11 2018-11-02
226. TEXAS INSTRS INC COM   2015-11-11 2018-11-02
63. FIRST DATA CORP- CLASS A   2018-08-17 2018-11-05
7. FIRST DATA CORP- CLASS A   2018-08-17 2018-11-05
53. FIRST DATA CORP- CLASS A   2018-08-17 2018-11-06
11. FIRST DATA CORP- CLASS A   2018-08-17 2018-11-06
41. ROYAL CARRIBEAN CRUISES LTD SEDOL 2754907 ISIN LR0008862868   2017-04-07 2018-11-08
50. ROYAL CARRIBEAN CRUISES LTD SEDOL 2754907 ISIN LR0008862868   2017-04-07 2018-11-09
9. ROYAL CARRIBEAN CRUISES LTD SEDOL 2754907 ISIN LR0008862868   2017-04-07 2018-11-09
8. ROYAL CARRIBEAN CRUISES LTD SEDOL 2754907 ISIN LR0008862868   2017-04-07 2018-11-12
52. FEDEX CORPORATION   2018-05-15 2018-11-16
3. FEDEX CORPORATION   2018-05-15 2018-11-16
1. NU SKIN ENTERPRISES 67018T105   2001-01-01 2018-11-23
186. SUNCOR ENERGY INC ISIN CA8672241079 SEDOL B3NB1P2   2018-08-24 2018-12-13
125. UNITED TECHNOLOGIES CORP COM   2018-07-13 2018-12-13
124. SUNCOR ENERGY INC ISIN CA8672241079 SEDOL B3NB1P2   2018-08-23 2018-12-14
1. WYETH XXX-XX-XXXX   2001-01-01 2018-12-17
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 6,207   5,532 675
b 897   707 190
c 1,873   1,468 405
d 7,962   5,319 2,643
e 9,979   6,108 3,871
20,761   11,504 9,257
193   189 4
3,070   3,030 40
4,033   3,975 58
2,062   2,025 37
10,551   10,342 209
2,358   1,488 870
69   37 32
1,161   715 446
1,166   1,006 160
400   281 119
650   499 151
713   590 123
1,009   794 215
126   94 32
117   104 13
253   114 139
465   307 158
377   107 270
2,203   822 1,381
565   463 102
1,852   1,192 660
160   175 -15
1,210   744 466
875   475 400
794   566 228
1,616   845 771
278   69 209
171   100 71
240   213 27
1,246   764 482
364   222 142
1,995   1,271 724
335   264 71
565   344 221
387   408 -21
443   232 211
358   225 133
948   652 296
3,086   985 2,101
2,782   838 1,944
268   196 72
18,351   17,079 1,272
7,814   2,860 4,954
2,713   2,303 410
5,426   4,975 451
30,437   28,787 1,650
12,244   11,377 867
14,877   12,848 2,029
8,686   7,433 1,253
21,149   19,246 1,903
389   356 33
1,133   960 173
1,779   616 1,163
1,375   1,087 288
1,289   740 549
1,600   1,312 288
1,884   1,191 693
1,824   1,684 140
6,994   5,746 1,248
1,771   777 994
1,131   802 329
1,334   1,368 -34
1,645   1,360 285
2,842   2,951 -109
3,461   2,647 814
1,946   2,065 -119
2,354   1,880 474
2,322   2,369 -47
1,320   572 748
1,470   1,351 119
2,263   1,534 729
2,558   829 1,729
1,079   1,071 8
2,217   822 1,395
1,587   1,543 44
2,101   1,605 496
1,051   1,049 2
3,607   2,385 1,222
2,231   1,405 826
1,363   1,746 -383
1,788   432 1,356
1,477   982 495
1,610   950 660
1,522   1,060 462
4,552   2,416 2,136
1,282   474 808
2,095   833 1,262
2,860   2,157 703
1,378   1,362 16
1,512   1,558 -46
1,857   463 1,394
1,199   1,066 133
1,199   1,149 50
2,248   1,337 911
3,401   1,699 1,702
1,301   1,509 -208
1,761   1,611 150
1,786   1,752 34
2,255   1,683 572
2,114   1,273 841
1,269   1,226 43
1,880   1,106 774
2,580   2,564 16
1,541   1,664 -123
2,100   1,412 688
1,617   1,322 295
2,833   1,720 1,113
1,281   1,359 -78
2,169   1,158 1,011
2,102   1,330 772
1,709   1,520 189
1,487   1,411 76
1,790   1,124 666
2,255   1,630 625
2,413   788 1,625
1,792   568 1,224
2,015   1,597 418
2,456   1,964 492
19,187   19,695 -508
20,355   18,119 2,236
8,419   8,640 -221
6,947   2,464 4,483
7,983   6,425 1,558
31,133   20,507 10,626
8,338   4,808 3,530
14,343   14,626 -283
7,362   5,870 1,492
13,845   9,377 4,468
11,687   10,771 916
21,281   17,669 3,612
16,783   2,296 14,487
9,318   4,402 4,916
481,867   490,906 -9,039
7,718   6,017 1,701
7,946   8,210 -264
11,116   9,062 2,054
10,608   11,805 -1,197
10,031   7,940 2,091
12,713   11,726 987
12,347   7,505 4,842
13,873   13,662 211
7,652   3,428 4,224
9,169   8,783 386
13,660   9,817 3,843
13,524   4,737 8,787
9,357   8,019 1,338
18,101   6,562 11,539
6,471   6,170 301
150,000   153,661 -3,661
10,541   8,394 2,147
8,495   8,395 100
21,492   15,062 6,430
10,727   7,025 3,702
9,286   11,056 -1,770
13,875   3,456 10,419
8,740   5,893 2,847
10,929   6,648 4,281
9,232   6,356 2,876
154,407   157,254 -2,847
30,377   9,843 20,534
7,809   2,843 4,966
8,270   8,646 -376
8,019   3,189 4,830
16,758   11,863 4,895
210,512   204,227 6,285
222   231 -9
10,383   10,897 -514
13,014   12,353 661
205   208 -3
11,795   11,874 -79
11,150   2,363 8,787
12,443   7,686 4,757
10,411   5,096 5,315
7,754   8,300 -546
10,341   9,668 673
11,504   11,213 291
12,807   10,098 2,709
10,904   6,364 4,540
8,876   7,970 906
17,230   9,761 7,469
11,191   11,466 -275
13,994   9,881 4,113
8,022   6,586 1,436
14,993   9,045 5,948
8,198   8,831 -633
95,471   105,311 -9,840
15,345   8,681 6,664
8,609   5,319 3,290
12,068   9,963 2,105
1,415   1,351 64
8,489   8,467 22
12,471   7,871 4,600
13,613   8,860 4,753
12,083   3,939 8,144
113,524   111,936 1,588
11,844   3,595 8,249
8,425   8,686 -261
14,866   11,937 2,929
10,167   8,837 1,330
145,880   108,960 36,920
57,651   47,934 9,717
63,413   46,075 17,338
62   25 37
12,532   4,311 8,221
5,611   3,704 1,907
10,818   7,109 3,709
10,936   7,173 3,763
4,301   1,599 2,702
3,747   3,420 327
1,625   1,532 93
7,470   7,001 469
12,365   8,250 4,115
882   589 293
2,195   2,004 191
2,148   1,950 198
810   737 73
333   303 30
142   130 12
19,359   16,663 2,696
13,255   15,865 -2,610
3,038   3,655 -617
3,222   3,899 -677
2,234   1,807 427
9,293   7,471 1,822
8,382   9,924 -1,542
13,971   5,173 8,798
5,943   6,905 -962
3,566   4,113 -547
14,022   5,173 8,849
3,664   2,669 995
1,546   1,124 422
7,184   4,522 2,662
8,239   6,037 2,202
5,447   3,457 1,990
5,597   5,478 119
4,270   3,453 817
12,620   10,205 2,415
697   562 135
3,957   4,187 -230
766   810 -44
8,406   8,218 188
3,978   4,592 -614
4,619   5,268 -649
18     18
12,164   4,359 7,805
7,883   6,362 1,521
4,414   3,559 855
15,587   9,861 5,726
404   324 80
8,113   6,469 1,644
1,427   1,349 78
198   184 14
5,789   5,374 415
4,951   4,579 372
132   122 10
10,718   5,428 5,290
6,789   7,083 -294
911   954 -43
14,174   10,872 3,302
7,916   8,309 -393
132,356   57,720 74,636
5,911   6,193 -282
42,114   45,000 -2,886
507   579 -72
697   802 -105
2,591   3,029 -438
1,021   1,325 -304
8,794   11,551 -2,757
3,627   4,269 -642
2,931   3,423 -492
497   578 -81
1,946   2,267 -321
725   844 -119
98   78 20
7,798   6,188 1,610
11,498   11,185 313
1,386   1,339 47
254   207 47
365   361 4
7,225   9,715 -2,490
951   579 372
21,455   12,735 8,720
1,162   1,556 -394
129   173 -44
990   1,309 -319
205   272 -67
4,444   3,991 453
5,381   4,867 514
971   873 98
850   776 74
11,777   12,861 -1,084
678   742 -64
314   25 289
5,705   7,762 -2,057
14,919   16,188 -1,269
3,687   5,114 -1,427
11   11  
      90,345
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       675
b       190
c       405
d       2,643
e       3,871
      9,257
      4
      40
      58
      37
      209
      870
      32
      446
      160
      119
      151
      123
      215
      32
      13
      139
      158
      270
      1,381
      102
      660
      -15
      466
      400
      228
      771
      209
      71
      27
      482
      142
      724
      71
      221
      -21
      211
      133
      296
      2,101
      1,944
      72
      1,272
      4,954
      410
      451
      1,650
      867
      2,029
      1,253
      1,903
      33
      173
      1,163
      288
      549
      288
      693
      140
      1,248
      994
      329
      -34
      285
      -109
      814
      -119
      474
      -47
      748
      119
      729
      1,729
      8
      1,395
      44
      496
      2
      1,222
      826
      -383
      1,356
      495
      660
      462
      2,136
      808
      1,262
      703
      16
      -46
      1,394
      133
      50
      911
      1,702
      -208
      150
      34
      572
      841
      43
      774
      16
      -123
      688
      295
      1,113
      -78
      1,011
      772
      189
      76
      666
      625
      1,625
      1,224
      418
      492
      -508
      2,236
      -221
      4,483
      1,558
      10,626
      3,530
      -283
      1,492
      4,468
      916
      3,612
      14,487
      4,916
      -9,039
      1,701
      -264
      2,054
      -1,197
      2,091
      987
      4,842
      211
      4,224
      386
      3,843
      8,787
      1,338
      11,539
      301
      -3,661
      2,147
      100
      6,430
      3,702
      -1,770
      10,419
      2,847
      4,281
      2,876
      -2,847
      20,534
      4,966
      -376
      4,830
      4,895
      6,285
      -9
      -514
      661
      -3
      -79
      8,787
      4,757
      5,315
      -546
      673
      291
      2,709
      4,540
      906
      7,469
      -275
      4,113
      1,436
      5,948
      -633
      -9,840
      6,664
      3,290
      2,105
      64
      22
      4,600
      4,753
      8,144
      1,588
      8,249
      -261
      2,929
      1,330
      36,920
      9,717
      17,338
      37
      8,221
      1,907
      3,709
      3,763
      2,702
      327
      93
      469
      4,115
      293
      191
      198
      73
      30
      12
      2,696
      -2,610
      -617
      -677
      427
      1,822
      -1,542
      8,798
      -962
      -547
      8,849
      995
      422
      2,662
      2,202
      1,990
      119
      817
      2,415
      135
      -230
      -44
      188
      -614
      -649
      18
      7,805
      1,521
      855
      5,726
      80
      1,644
      78
      14
      415
      372
      10
      5,290
      -294
      -43
      3,302
      -393
      74,636
      -282
      -2,886
      -72
      -105
      -438
      -304
      -2,757
      -642
      -492
      -81
      -321
      -119
      20
      1,610
      313
      47
      47
      4
      -2,490
      372
      8,720
      -394
      -44
      -319
      -67
      453
      514
      98
      74
      -1,084
      -64
      289
      -2,057
      -1,269
      -1,427
       
       
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 2 613,281
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 207,607 4,705,545 0.04412
2016 209,514 4,433,439 0.047258
2015 205,109 4,658,012 0.044034
2014 191,943 4,638,962 0.041376
2013 183,373 4,306,308 0.042582
2
Total of line 1, column (d) .....................
2
0.21937
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
0.043874
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
4,382,301
5
Multiply line 4 by line 3......................
5
192,269
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
6,784
7
Add lines 5 and 6........................
7
199,053
8
Enter qualifying distributions from Part XII, line 4,.............
8
190,165
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 13,569
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 13,569
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 13,569
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 2,063
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 2,063
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 11,506
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 addressbulletN/A
    14
    The books are in care ofbulletPNC BANK NA TRUSTEE Telephone no.bullet (412) 762-3792

    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
    10
    49,584    
    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
    4,449,037
    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
    4,449,037
    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
    4,449,037
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    66,736
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    4,382,301
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    219,115
    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
    219,115
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    13,569
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    13,569
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    205,546
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    205,546
    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
    205,546
    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
    190,165
    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
    190,165
    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
    190,165
    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 7 205,546
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 157,044
    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$ 190,165
    a Applied to 2017, but not more than line 2a 157,044
    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..... 33,121
    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 ..........
    172,425
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2014.... 0
    b Excess from 2015.... 0
    c Excess from 2016.... 0
    d Excess from 2017.... 0
    e Excess from 2018.... 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    THE WEST PENN HOSPITAL FDN
    ATTN ARLENE SNYDER PRESIDENT
    4818 LIBERTY AVENUE
    PITTSBURGH,PA152242108
    NONE PC GENERAL SUPPORT 93,843
    SHADYSIDE HOSPITAL FOUNDATION
    532 SOUTH AIKEN AVE
    PITTSBURGH,PA15232
    NONE PC TO PROVIDE ASSISTANCE WITH 93,843
    Total .................................bullet 3a 187,686
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........
             
    4 Dividends and interest from securities....     14 112,837  
    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 ............
        18 613,281  
    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)..   726,118  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    726,118
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

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

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 InvestmentsOtherSchedule2
    Name:
    DOROTHY M POTTER IRRV TA 071392
    EIN:
    25-6715126
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MUTUAL FUNDS - FIXED INCOME AT COST 1,481,864 1,420,627
    MUTUAL FUNDS - EQUITY AT COST 2,007,308 1,819,572

    TY 2018 OtherIncreasesSchedule
    Name:
    DOROTHY M POTTER IRRV TA 071392
    EIN:
    25-6715126
    Description Amount
    ROUNDING ADJ FOR SALES AND TRANSACTIONS 2


    TY 2018 TaxesSchedule
    Name:
    DOROTHY M POTTER IRRV TA 071392
    EIN:
    25-6715126
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 564 564   0
    FEDERAL TAX PAYMENT - PRIOR YE 963 0   0
    FEDERAL ESTIMATES - PRINCIPAL 2,063 0   0