Form990-PF
Click to see attachment

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
FLUHRER R C TW CHARITIES
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 185
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH, PA152300185
A Employer identification number

23-6497916
B Telephone number (see instructions)

(215) 553-3028
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$910,162
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... 17,715 17,545  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 107,856
b Gross sales price for all assets on line 6a 490,516
7 Capital gain net income (from Part IV, line 2)... 107,856
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........ 125,571 125,401  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 21,795 13,077   8,718
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 1,765     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.......... 23,560 13,077 0 8,718
25 Contributions, gifts, grants paid....... 47,337 47,337
26 Total expenses and disbursements. Add lines 24 and 25 70,897 13,077 0 56,055
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 54,674
b Net investment income (if negative, enter -0-) 112,324
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......... 47,278 80,465 80,465
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).......      
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).......... 699,740 Click to see attachment721,379 829,697
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) 747,018 801,844 910,162
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........ 747,018 801,844
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 747,018 801,844
31 Total liabilities and net assets/fund balances (see instructions). 747,018 801,844
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
747,018
2
Enter amount from Part I, line 27a .....................
2
54,674
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
662
4
Add lines 1, 2, and 3 ..........................
4
802,354
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
510
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
801,844
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 7. ANDEAVOR   2017-01-30 2018-01-03
b 20. EXXON MOBIL CORP   2017-10-25 2018-01-03
c 10. HALLIBURTON COMPANY COM   2013-09-11 2018-01-03
d 100. KIMCO RLTY CORP   2017-06-16 2018-01-03
e 20. VALERO ENERGY CORP NEW   2013-09-11 2018-01-03
4. HILL ROM HLDGS   2017-06-02 2018-01-11
1. HILL ROM HLDGS   2017-06-02 2018-01-12
17. HILL ROM HLDGS   2017-06-01 2018-01-12
18. HILL ROM HLDGS   2017-05-24 2018-01-16
71. PEPSICO INC   2000-09-12 2018-01-16
4. ALIGN TECHNOLOGY INC   2017-08-15 2018-01-18
47. CELGENE CORP   2014-10-24 2018-01-18
9. BROADCOM LTD.   2013-09-20 2018-01-24
10. BROADCOM LTD.   2013-09-20 2018-02-01
14. APPLE COMPUTER INC COM   2017-10-17 2018-02-06
10. HOME DEPOT INC USD 0.05   2013-09-11 2018-02-14
11. HOME DEPOT INC USD 0.05   2017-09-14 2018-02-14
30. HARTFORD FINL SVCS GROUP INC COM   2014-10-20 2018-02-16
23. FACEBOOK INC   2014-04-08 2018-03-02
9. FACEBOOK INC   2013-01-31 2018-03-09
8. NVIDIA CORP   2016-10-18 2018-03-09
13. FACEBOOK INC   2013-01-31 2018-03-15
28. INCYTE GENOMICS INC   2016-10-06 2018-03-15
70. SCHWAB CHARLES CORP NEW   2015-05-11 2018-03-21
12. FACEBOOK INC   2013-01-31 2018-03-28
50. ABBOTT LABORATORIES   2017-01-31 2018-03-29
2. JOHNSON & JOHNSON COM   2017-08-11 2018-03-29
80. TARGA RESOURCES INVESTMENTS   2017-03-06 2018-03-29
40. HALLIBURTON COMPANY COM   2013-09-11 2018-04-11
58. SCHLUMBERGER LIMITED COM   2013-02-14 2018-04-11
20. PROCTER & GAMBLE CO COM   2013-09-11 2018-04-17
50. ELI LILLY & CO COM   2016-01-20 2018-04-18
10. TAIWAN SEMICONDUCTOR ADR   2016-06-30 2018-04-19
50. TAIWAN SEMICONDUCTOR ADR   2017-11-20 2018-04-19
150. TAIWAN SEMICONDUCTOR ADR   2016-06-27 2018-04-20
30. STARBUCKS CORP COM   2017-06-05 2018-04-23
40. TWENTY FIRST CENTURY FOX INC   2017-03-17 2018-04-23
60. TWENTY FIRST CENTURY FOX INC   2017-03-16 2018-04-26
18. CONSTELLATION BRANDS INC   2015-08-14 2018-05-04
40. COLGATE PALMOLIVE CO COM   2018-01-16 2018-05-09
6. COSTCO WHSL CORP NEW   2017-06-29 2018-05-09
5. COSTCO WHSL CORP NEW   2017-01-06 2018-05-09
7. SPLUNK INC   2017-03-01 2018-05-14
6. LAM RESH CORP COM   2017-11-07 2018-05-18
20. 3M CO   2015-09-03 2018-05-18
30. AT&T INC   2015-08-04 2018-05-29
10. ABBOTT LABORATORIES   2014-04-08 2018-05-29
12. ABBVIE INC   2017-10-18 2018-05-29
14. ADOBE SYS INC COM   2015-08-04 2018-05-29
10. AGILENT TECHNOLOGIES INC   2017-05-24 2018-05-29
4. ALEXION PHARMACEUTICALS INC   2016-11-04 2018-05-29
5. ALIGN TECHNOLOGY INC   2017-06-19 2018-05-29
70. ALLY FINANCIAL INC   2015-01-07 2018-05-29
3. ALPHABET INC/CA   2015-07-17 2018-05-29
3. AMAZON COM INC   2013-09-11 2018-05-29
11. AMERICAN TOWER CORP-CL A   2017-10-31 2018-05-29
9. ANDEAVOR   2017-05-31 2018-05-29
3. APPLE COMPUTER INC COM   2008-07-28 2018-05-29
7. APPLE COMPUTER INC COM   2017-10-17 2018-05-29
80. BANK AMER CORP   2015-02-25 2018-05-29
1. BOEING COMPANY   2018-05-18 2018-05-29
20. BRISTOL MYERS SQUIBB CO COM   2013-09-11 2018-05-29
3. BROADCOM INC   2018-03-15 2018-05-29
30. CSX CORP COM   2017-01-13 2018-05-29
11. CELANESE CORP DEL   2013-09-11 2018-05-29
9. CHEVRONTEXACO CORP   2013-09-11 2018-05-29
10. COLGATE PALMOLIVE CO COM   2018-01-16 2018-05-29
40. COMCAST CORP NEW CL A   2017-12-21 2018-05-29
4. CONSTELLATION BRANDS INC   2015-08-14 2018-05-29
40. CORNING INC COM   2017-12-14 2018-05-29
4. COSTCO WHSL CORP NEW   2017-06-29 2018-05-29
1. COSTCO WHSL CORP NEW   2016-10-03 2018-05-29
8. DEERE & COMPANY   2017-08-08 2018-05-29
12. DISNEY (WALT) COMPANY HOLDING CO.   2017-12-15 2018-05-29
20. DOWDUPONT INC   2014-10-07 2018-05-29
12. ELECTRONIC ARTS   2017-01-25 2018-05-29
2. EQUINIX INC   2017-09-27 2018-05-29
10. EXACT SCIENCES CORP   2018-01-11 2018-05-29
20. EXELON CORP   2015-08-20 2018-05-29
10. EXELON CORP   2017-05-31 2018-05-29
20. EXXON MOBIL CORP   2017-10-25 2018-05-29
7. FACEBOOK INC   2013-01-31 2018-05-29
10. HALLIBURTON COMPANY COM   2017-09-27 2018-05-29
20. HARTFORD FINL SVCS GROUP INC COM   2014-10-20 2018-05-29
8. HOME DEPOT INC USD 0.05   2013-09-11 2018-05-29
13. HONEYWELL INTL INC   2013-09-11 2018-05-29
13. ILLINOIS TOOL WORKS INC COM   2014-08-15 2018-05-29
12. J P MORGAN CHASE & CO   2018-03-21 2018-05-29
6. J P MORGAN CHASE & CO   2017-11-21 2018-05-29
7. JOHNSON & JOHNSON COM   2017-08-11 2018-05-29
6. LAM RESH CORP COM   2017-10-12 2018-05-29
10. MGM MIRAGE   2018-04-23 2018-05-29
10. MERCK & CO INC   2014-01-14 2018-05-29
10. MONDELEZ INTERNATIONAL INC   2017-05-12 2018-05-29
30. MONDELEZ INTERNATIONAL INC   2017-12-19 2018-05-29
20. MONSTER BEVERAGE CORP   2014-01-13 2018-05-29
4. NEXTERA ENERGY INC   2018-05-09 2018-05-29
10. NIKE INC CL B   2018-02-14 2018-05-29
20. NUCOR CORP   2013-09-11 2018-05-29
13. NVIDIA CORP   2016-10-18 2018-05-29
10. PFIZER INC COM   2017-10-24 2018-05-29
9. PHILIP MORRIS INTERNATIONAL   2017-05-12 2018-05-29
1. PHILIP MORRIS INTERNATIONAL   2018-04-17 2018-05-29
6. PIONEER NAT RES CO   2015-02-17 2018-05-29
10. PROCTER & GAMBLE CO COM   2013-09-11 2018-05-29
4. SVB FINL GROUP   2017-07-13 2018-05-29
11. SALESFORCE COM INC   2017-08-03 2018-05-29
30. SCHWAB CHARLES CORP NEW   2015-05-11 2018-05-29
3. SEMPRA ENERGY   2018-01-03 2018-05-29
15. SPLUNK INC   2017-03-01 2018-05-29
20. STARBUCKS CORP COM   2017-05-25 2018-05-29
5. STRYKER CORP   2018-04-18 2018-05-29
30. SYNCHRONY FINANCIAL   2016-10-06 2018-05-29
20. T -MOBILE US INC   2017-06-08 2018-05-29
2. 3M CO   2015-09-03 2018-05-29
20. TWENTY FIRST CENTURY FOX INC   2017-03-16 2018-05-29
3. UNITED HEALTH GROUP INC   2016-10-19 2018-05-29
9. UNITED HEALTH GROUP INC   2017-06-26 2018-05-29
10. VALERO ENERGY CORP NEW   2013-09-11 2018-05-29
19. VISA INC   2016-07-20 2018-05-29
30. VOYA FINANCIAL INC   2015-10-19 2018-05-29
10. WORLDPAY INC   2017-07-12 2018-05-29
20. YUM BRANDS INC   2014-04-24 2018-05-29
2. ALLERGAN PLC   2017-05-31 2018-05-29
5. ALLERGAN PLC   2016-05-19 2018-05-29
10. ATLASSIAN CORP PLC-CLASS A   2018-03-06 2018-05-29
10. EATON CORP PLC   2015-08-03 2018-05-29
20. INGERSOLL-RAND PLC   2013-09-11 2018-05-29
40. INVESCO LTD   2018-03-21 2018-05-29
60. MARVELL TECHNOLOGY GROUP LTD 0.002   2018-01-24 2018-05-29
48. ABBVIE INC   2017-10-18 2018-05-31
10000. US TREASURY N/B 1% 5/31/18   2013-05-29 2018-05-31
90. TWENTY FIRST CENTURY FOX INC   2017-03-16 2018-06-07
16. STRYKER CORP   2018-04-18 2018-06-12
18. SEMPRA ENERGY   2018-01-03 2018-06-15
15. 3M CO   2015-09-03 2018-06-15
58. AGILENT TECHNOLOGIES INC   2015-12-09 2018-06-20
12. VALERO ENERGY CORP NEW   2013-09-11 2018-06-20
52. AGILENT TECHNOLOGIES INC   2015-12-08 2018-06-21
60. HALLIBURTON COMPANY COM   2017-06-21 2018-06-21
40. HALLIBURTON COMPANY COM   2014-12-31 2018-06-21
42. SEMPRA ENERGY   2018-01-03 2018-06-27
30. MONDELEZ INTERNATIONAL INC   2016-10-03 2018-06-29
10. MONDELEZ INTERNATIONAL INC   2017-12-19 2018-06-29
30. STARBUCKS CORP COM   2017-05-25 2018-06-29
90. STARBUCKS CORP COM   2017-07-20 2018-06-29
6. BROADCOM INC   2018-03-15 2018-07-12
14. BROADCOM INC   2013-09-20 2018-07-12
30. T -MOBILE US INC   2017-06-08 2018-07-13
14. ADOBE SYS INC COM   2013-09-11 2018-07-17
4. ALIGN TECHNOLOGY INC   2017-06-19 2018-07-31
1. AMAZON COM INC   2013-09-11 2018-07-31
24. STRYKER CORP   2018-03-29 2018-07-31
5. UNITED HEALTH GROUP INC   2016-09-14 2018-07-31
100. ALLY FINANCIAL INC   2015-01-07 2018-08-01
9. NVIDIA CORP   2016-10-18 2018-08-01
90. MARVELL TECHNOLOGY GROUP LTD 0.002   2018-01-24 2018-08-01
30. AT&T INC   2017-10-26 2018-08-02
20. AT&T INC   2015-08-04 2018-08-02
130. ALLY FINANCIAL INC   2015-01-26 2018-08-02
20. COMCAST CORP NEW CL A   2017-12-21 2018-08-02
10. ALEXION PHARMACEUTICALS INC   2016-11-04 2018-08-03
130. ALLY FINANCIAL INC   2016-11-15 2018-08-03
12. ALEXION PHARMACEUTICALS INC   2017-12-08 2018-08-06
9. ALEXION PHARMACEUTICALS INC   2016-11-04 2018-08-06
5. FACEBOOK INC   2013-01-31 2018-08-07
2. LAM RESH CORP COM   2017-10-12 2018-08-07
10. MICRON TECHNOLOGY   2018-05-29 2018-08-07
2. NVIDIA CORP   2016-10-18 2018-08-07
30. NUCOR CORP   2013-09-11 2018-08-09
40. PROCTER & GAMBLE CO COM   2013-09-11 2018-08-09
13. LAM RESH CORP COM   2017-07-27 2018-08-15
5. LAM RESH CORP COM   2017-10-12 2018-08-15
40. MICRON TECHNOLOGY   2016-11-11 2018-08-15
80. MICRON TECHNOLOGY   2018-03-09 2018-08-15
20. ATLASSIAN CORP PLC-CLASS A   2018-03-06 2018-08-15
20. EXXON MOBIL CORP   2018-06-27 2018-08-17
10. EXXON MOBIL CORP   2004-03-19 2018-08-17
10. EXXON MOBIL CORP   2017-10-25 2018-08-17
10. EXACT SCIENCES CORP   2018-01-16 2018-08-23
20. COMCAST CORP NEW CL A   2017-05-04 2018-08-24
30. COMCAST CORP NEW CL A   2017-12-21 2018-08-24
21. SPLUNK INC   2017-03-01 2018-08-24
52. EXXON MOBIL CORP   2003-03-17 2018-09-06
30. T -MOBILE US INC   2017-06-08 2018-09-07
50. MICRON TECHNOLOGY   2016-11-11 2018-09-13
20. EXACT SCIENCES CORP   2018-01-12 2018-09-18
9. UNITED HEALTH GROUP INC   2016-09-14 2018-09-18
8. ADOBE SYS INC COM   2013-09-11 2018-09-19
8. SALESFORCE COM INC   2017-08-03 2018-09-19
10. ATLASSIAN CORP PLC-CLASS A   2018-03-05 2018-09-19
7. NVIDIA CORP   2016-10-18 2018-09-20
6. ADOBE SYS INC COM   2013-09-11 2018-09-21
30. CORNING INC COM   2017-12-14 2018-09-21
20. CORNING INC COM   2017-07-25 2018-09-21
5. FACEBOOK INC   2013-01-31 2018-09-21
6. NVIDIA CORP   2016-10-13 2018-09-21
4. SALESFORCE COM INC   2017-08-03 2018-09-21
7. SPLUNK INC   2017-03-01 2018-09-21
10. ATLASSIAN CORP PLC-CLASS A   2018-04-20 2018-09-21
57. ANDEAVOR   2017-02-01 2018-09-27
40. AT&T INC   2017-10-26 2018-09-28
10. T -MOBILE US INC   2017-06-08 2018-09-28
30. COLGATE PALMOLIVE CO COM   2018-01-16 2018-10-02
7. GARRETT MOTION INC-WI   2013-09-11 2018-10-02
30. COLGATE PALMOLIVE CO COM   2018-01-16 2018-10-03
3. ADOBE SYS INC COM   2013-09-11 2018-10-08
3. ALIGN TECHNOLOGY INC   2017-06-19 2018-10-08
1. AMAZON COM INC   2013-09-11 2018-10-08
1. COSTCO WHSL CORP NEW   2016-10-03 2018-10-08
3. COSTCO WHSL CORP NEW   2018-10-02 2018-10-08
2. HOME DEPOT INC USD 0.05   2018-06-29 2018-10-08
9. ILLINOIS TOOL WORKS INC COM   2014-08-15 2018-10-08
2. NVIDIA CORP   2016-10-13 2018-10-08
6. SPLUNK INC   2017-05-30 2018-10-08
10. ATLASSIAN CORP PLC-CLASS A   2018-04-20 2018-10-08
20. INVESCO LTD   2013-09-11 2018-10-08
10. INVESCO LTD   2018-03-21 2018-10-08
200. INVESCO LTD   2013-09-11 2018-10-11
30. INVESCO LTD   2018-08-01 2018-10-12
80. INVESCO LTD   2013-09-11 2018-10-12
1. ALPHABET INC/CA   2018-07-17 2018-10-15
8. ADOBE SYS INC COM   2013-09-11 2018-10-16
1. ALPHABET INC/CA   2015-08-11 2018-10-16
1. ALPHABET INC/CA   2018-07-17 2018-10-16
13. SALESFORCE COM INC   2013-09-11 2018-10-16
50. ABBOTT LABORATORIES   2014-04-08 2018-10-18
3. ADOBE SYS INC COM   2013-09-11 2018-10-19
4. ALIGN TECHNOLOGY INC   2017-06-19 2018-10-19
1. ALPHABET INC/CA   2015-08-19 2018-10-19
10. GILEAD SCIENCES INC   2018-06-21 2018-10-19
4. SALESFORCE COM INC   2013-09-11 2018-10-19
7. SPLUNK INC   2017-05-30 2018-10-19
14. SALESFORCE COM INC   2013-09-11 2018-10-22
10. SPLUNK INC   2017-05-30 2018-10-22
10. ATLASSIAN CORP PLC-CLASS A   2018-04-20 2018-10-22
1. AMAZON COM INC   2011-05-02 2018-10-23
10. NETFLIX COM INC   2018-08-24 2018-10-29
16. NVIDIA CORP   2016-10-13 2018-10-29
2. ADOBE SYS INC COM   2013-09-11 2018-10-30
2. ALPHABET INC/CA   2015-08-19 2018-10-30
5. SALESFORCE COM INC   2013-09-11 2018-10-30
4. ALLERGAN PLC   2016-11-30 2018-10-30
11. ALLERGAN PLC   2018-03-15 2018-10-30
5. ELECTRONIC ARTS   2017-01-25 2018-10-31
15. ELECTRONIC ARTS   2018-09-19 2018-10-31
18. APPLE COMPUTER INC COM   2018-08-15 2018-11-02
110. HARTFORD FINL SVCS GROUP INC COM   2014-10-20 2018-11-02
12. RESIDEO TECHNOLOGIES INC-W/I   2013-09-11 2018-11-02
22. SPLUNK INC   2017-05-30 2018-11-06
90. AT&T INC   2015-08-12 2018-11-08
40. MARVELL TECHNOLOGY GROUP LTD 0.002   2018-02-01 2018-11-08
28. APPLE COMPUTER INC COM   2018-08-15 2018-11-12
.2 GARRETT MOTION INC-WI   2013-09-11 2018-11-13
12. ADOBE SYS INC COM   2013-09-11 2018-11-19
40. NVIDIA CORP   2016-10-13 2018-11-19
20. EXACT SCIENCES CORP   2018-01-12 2018-11-20
5. ILLUMINA INC   2018-07-31 2018-11-20
10. ATLASSIAN CORP PLC-CLASS A   2018-04-20 2018-11-20
40. MARVELL TECHNOLOGY GROUP LTD 0.002   2018-02-01 2018-11-20
11. APPLE COMPUTER INC COM   2018-08-15 2018-11-23
25000. LLOYDS BANK PLC 2.3% 11/27/18   2014-06-06 2018-11-27
70. ELECTRONIC ARTS   2016-10-28 2018-11-30
10. INTERCONTINENTALEXCHANGE GRO   2017-11-13 2018-11-30
20. INTERCONTINENTALEXCHANGE GRO   2018-02-16 2018-11-30
80. MARVELL TECHNOLOGY GROUP LTD 0.002   2018-04-19 2018-11-30
40. COMCAST CORP NEW CL A   2018-11-12 2018-12-03
9. CONSTELLATION BRANDS INC   2018-06-29 2018-12-06
10. MONSTER BEVERAGE CORP   2014-01-13 2018-12-06
20. MONSTER BEVERAGE CORP   2018-10-02 2018-12-06
40. VERIZON COMMUNICATIONS INC   2018-10-29 2018-12-06
18. APPLE COMPUTER INC COM   2018-07-12 2018-12-07
20. COMCAST CORP NEW CL A   2017-04-20 2018-12-12
30. COMCAST CORP NEW CL A   2018-11-12 2018-12-12
30. EXELON CORP   2018-08-17 2018-12-19
7. NEXTERA ENERGY INC   2018-08-17 2018-12-19
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 817   579 238
b 1,710   1,668 42
c 499   497 2
d 1,793   1,829 -36
e 1,860   714 1,146
347   316 31
87   79 8
1,479   1,335 144
1,556   1,377 179
8,370   2,238 6,132
1,076   710 366
4,777   5,072 -295
2,314   379 1,935
2,392   421 1,971
2,195   2,243 -48
1,832   742 1,090
2,015   1,761 254
1,628   1,165 463
4,038   1,479 2,559
1,653   417 1,236
1,951   594 1,357
2,379   408 1,971
2,501   2,709 -208
3,923   2,254 1,669
1,845   376 1,469
2,997   2,077 920
255   268 -13
3,538   4,434 -896
1,978   1,975 3
3,907   4,677 -770
1,564   1,556 8
3,994   3,990 4
393   263 130
1,966   2,110 -144
5,839   3,761 2,078
1,744   1,935 -191
1,456   1,240 216
2,180   1,848 332
3,993   2,363 1,630
2,474   3,022 -548
1,166   955 211
972   813 159
796   445 351
1,170   1,251 -81
3,981   2,851 1,130
966   1,042 -76
611   379 232
1,191   1,149 42
3,380   1,246 2,134
615   592 23
461   546 -85
1,623   836 787
1,818   1,617 201
3,205   2,086 1,119
4,835   897 3,938
1,492   1,574 -82
1,280   743 537
563   68 495
1,313   1,122 191
2,304   1,320 984
353   351 2
1,040   1,056 -16
750   802 -52
1,920   1,160 760
1,259   547 712
1,087   1,109 -22
636   756 -120
1,260   1,638 -378
879   511 368
1,065   1,288 -223
787   637 150
197   151 46
1,237   1,054 183
1,197   1,332 -135
1,277   1,000 277
1,570   977 593
790   881 -91
528   543 -15
811   683 128
405   364 41
1,562   1,666 -104
1,299   220 1,079
496   455 41
1,031   730 301
1,478   594 884
1,926   1,085 841
1,873   1,142 731
1,264   1,383 -119
632   595 37
833   939 -106
1,197   1,189 8
313   362 -49
583   525 58
392   449 -57
1,176   1,307 -131
982   465 517
652   634 18
707   679 28
1,255   962 293
3,229   868 2,361
355   364 -9
713   1,001 -288
79   103 -24
1,146   943 203
740   776 -36
1,228   731 497
1,394   993 401
1,657   963 694
316   322 -6
1,623   954 669
1,144   1,258 -114
860   825 35
1,032   827 205
1,131   1,314 -183
392   285 107
772   614 158
723   437 286
2,169   1,665 504
1,191   357 834
2,470   1,512 958
1,510   1,202 308
778   629 149
1,633   1,196 437
300   447 -147
751   1,137 -386
625   592 33
768   522 246
1,773   1,019 754
1,082   1,333 -251
1,319   1,397 -78
4,747   4,597 150
10,000   9,978 22
3,536   2,763 773
2,626   2,641 -15
1,993   1,934 59
3,009   2,138 871
3,647   2,573 1,074
1,391   428 963
3,257   2,144 1,113
2,696   2,601 95
1,797   1,572 225
4,873   4,513 360
1,234   1,305 -71
411   436 -25
1,463   1,887 -424
4,389   5,119 -730
1,241   1,603 -362
2,896   589 2,307
1,835   1,971 -136
3,585   776 2,809
1,387   602 785
1,767   299 1,468
3,940   3,887 53
1,274   666 608
2,667   2,239 428
2,215   601 1,614
1,910   2,076 -166
955   1,015 -60
637   695 -58
3,414   2,669 745
699   819 -120
1,240   1,366 -126
3,428   2,544 884
1,476   1,378 98
1,107   1,062 45
921   157 764
371   376 -5
532   629 -97
514   134 380
1,914   1,444 470
3,260   3,104 156
2,234   2,171 63
859   940 -81
1,902   704 1,198
3,804   4,387 -583
1,552   1,184 368
1,559   1,644 -85
780   419 361
780   833 -53
705   534 171
729   768 -39
1,093   1,228 -135
2,629   1,336 1,293
4,193   1,908 2,285
1,933   1,971 -38
2,156   880 1,276
1,449   1,060 389
2,370   1,199 1,171
2,117   385 1,732
1,223   722 501
900   583 317
1,863   467 1,396
1,569   289 1,280
1,078   966 112
719   642 77
820   157 663
1,585   398 1,187
623   361 262
819   445 374
909   580 329
8,679   4,615 4,064
1,338   1,354 -16
701   657 44
2,021   2,267 -246
119   62 57
2,020   2,267 -247
758   144 614
1,009   452 557
1,839   299 1,540
222   151 71
666   709 -43
393   393  
1,261   781 480
525   131 394
619   370 249
809   580 229
449   624 -175
224   333 -109
4,036   6,242 -2,206
600   804 -204
1,600   2,370 -770
1,111   1,212 -101
2,045   385 1,660
1,124   694 430
1,124   1,212 -88
1,895   931 964
3,404   1,894 1,510
745   144 601
1,267   602 665
1,108   691 417
736   714 22
572   200 372
686   432 254
1,966   699 1,267
949   617 332
710   580 130
1,725   201 1,524
2,958   3,672 -714
3,171   1,045 2,126
477   96 381
2,077   1,382 695
660   249 411
633   774 -141
1,742   1,822 -80
456   407 49
1,369   1,682 -313
3,717   3,925 -208
4,942   4,013 929
255   179 76
2,085   1,357 728
2,793   2,943 -150
667   915 -248
5,443   5,856 -413
3   2 1
2,656   578 2,078
6,032   2,613 3,419
1,298   1,054 244
1,507   1,596 -89
699   580 119
607   876 -269
1,895   2,301 -406
25,000   25,440 -440
5,890   5,597 293
815   671 144
1,630   1,438 192
1,273   1,726 -453
1,561   1,532 29
1,704   1,990 -286
578   232 346
1,155   1,146 9
2,304   2,322 -18
3,053   3,602 -549
740   760 -20
1,110   1,149 -39
1,374   1,368 6
1,231   1,246 -15
      36
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       238
b       42
c       2
d       -36
e       1,146
      31
      8
      144
      179
      6,132
      366
      -295
      1,935
      1,971
      -48
      1,090
      254
      463
      2,559
      1,236
      1,357
      1,971
      -208
      1,669
      1,469
      920
      -13
      -896
      3
      -770
      8
      4
      130
      -144
      2,078
      -191
      216
      332
      1,630
      -548
      211
      159
      351
      -81
      1,130
      -76
      232
      42
      2,134
      23
      -85
      787
      201
      1,119
      3,938
      -82
      537
      495
      191
      984
      2
      -16
      -52
      760
      712
      -22
      -120
      -378
      368
      -223
      150
      46
      183
      -135
      277
      593
      -91
      -15
      128
      41
      -104
      1,079
      41
      301
      884
      841
      731
      -119
      37
      -106
      8
      -49
      58
      -57
      -131
      517
      18
      28
      293
      2,361
      -9
      -288
      -24
      203
      -36
      497
      401
      694
      -6
      669
      -114
      35
      205
      -183
      107
      158
      286
      504
      834
      958
      308
      149
      437
      -147
      -386
      33
      246
      754
      -251
      -78
      150
      22
      773
      -15
      59
      871
      1,074
      963
      1,113
      95
      225
      360
      -71
      -25
      -424
      -730
      -362
      2,307
      -136
      2,809
      785
      1,468
      53
      608
      428
      1,614
      -166
      -60
      -58
      745
      -120
      -126
      884
      98
      45
      764
      -5
      -97
      380
      470
      156
      63
      -81
      1,198
      -583
      368
      -85
      361
      -53
      171
      -39
      -135
      1,293
      2,285
      -38
      1,276
      389
      1,171
      1,732
      501
      317
      1,396
      1,280
      112
      77
      663
      1,187
      262
      374
      329
      4,064
      -16
      44
      -246
      57
      -247
      614
      557
      1,540
      71
      -43
       
      480
      394
      249
      229
      -175
      -109
      -2,206
      -204
      -770
      -101
      1,660
      430
      -88
      964
      1,510
      601
      665
      417
      22
      372
      254
      1,267
      332
      130
      1,524
      -714
      2,126
      381
      695
      411
      -141
      -80
      49
      -313
      -208
      929
      76
      728
      -150
      -248
      -413
      1
      2,078
      3,419
      244
      -89
      119
      -269
      -406
      -440
      293
      144
      192
      -453
      29
      -286
      346
      9
      -18
      -549
      -20
      -39
      6
      -15
       
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 2 107,856
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 43,449 940,121 0.046216
2016 57,631 861,353 0.066908
2015 44,709 897,725 0.049803
2014 44,958 901,959 0.049845
2013 38,458 829,200 0.04638
2
Total of line 1, column (d) .....................
2
0.259152
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
0.05183
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
988,259
5
Multiply line 4 by line 3......................
5
51,221
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
1,123
7
Add lines 5 and 6........................
7
52,344
8
Enter qualifying distributions from Part XII, line 4,.............
8
56,055
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 1,123
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 1,123
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 1,123
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 1,004
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 1,004
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 9 119
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 ofbulletBNY MELLON NA Telephone no.bullet (215) 553-3028

    Located atbulletPO BOX 185PITTSBURGHPA ZIP+4bullet152300185
    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
    BNY Mellon NA TRUSTEE
    1
    21,795    
    PO BOX 185
    Pittsburgh,PA152300185
    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
    920,542
    b
    Average of monthly cash balances.......................
    1b
    82,767
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,003,309
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    1,003,309
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    15,050
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    988,259
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    49,413
    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
    49,413
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    1,123
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,123
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    48,290
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    48,290
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    48,290
    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
    56,055
    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
    56,055
    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
    1,123
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    54,932
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2017
    (c)
    2017
    (d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 48,290
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 0
    b Total for prior years:2016, 2015, 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...... 6,127
    e From 2017...... 0
    fTotal of lines 3a through e........ 6,127
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 56,055
    a Applied to 2017, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2018 distributable amount..... 48,290
    e Remaining amount distributed out of corpus 7,765
    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 13,892
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......
    13,892
    10 Analysis of line 9:
    a Excess from 2014.... 0
    b Excess from 2015.... 0
    c Excess from 2016.... 6,127
    d Excess from 2017.... 0
    e Excess from 2018.... 7,765
    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).)
    NONE
    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.
    NONE
    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 SALVATION ARMY
    440 WEST NYACK ROAD
    WEST NYACK,NY10994
    NONE PC GENERAL OPERATING PURPOSES 15,779
    YORK COUNTY HERITAGE TRUST
    250 EAST MARKET STREET
    YORK,PA17402
    NONE PC GENERAL OPERATING PURPOSES 15,779
    VISITING NURSE ASSOCIATION
    3350 WHITEFORD ROAD
    YORK,PA17402
    NONE PC GENERAL OPERATING PURPOSES 15,779
    Total .................................bullet 3a 47,337
    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 17,715  
    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 ............
        18 107,856  
    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)..   125,571  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    125,571
    (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 GeneralExplanationAttachment
    Name:
    FLUHRER R C TW CHARITIES
    EIN:
    23-6497916
    Identifier Return Reference Explanation
    Attachment to Form 990PF Part VIII, Column (b) Title and Average Hours Per Week Devoted To Position The compensation reported in column (b) paid to BNY Mellon, N.A. as Corporate Trustee is calculated based on market value and current fee schedule. It is not determined on an hourly basis. Corporate Trustee services include administrativeresponsibilities, grant requirements, recordkeeping, investment management, income collection, statement and accounting services, and regulatory reporting.

    TY 2018 InvestmentsOtherSchedule2
    Name:
    FLUHRER R C TW CHARITIES
    EIN:
    23-6497916
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    G29183103 EATON CORP PLC AT COST 3,422 5,493
    02079K305 ALPHABET INC/CA AT COST 6,544 13,584
    29444U700 EQUINIX INC AT COST 7,299 5,994
    30063P105 EXACT SCIENCES CORP AT COST 1,479 1,893
    30161N101 EXELON CORP AT COST 7,480 9,471
    912828D80 UNITED STATES TREAS AT COST 9,990 9,934
    912828Q52 UNITED STATES TREASU AT COST 9,996 9,956
    988498101 YUM BRANDS INC AT COST 6,704 11,030
    808513105 SCHWAB CHARLES CORP AT COST 5,107 6,645
    929089100 VOYA FINANCIAL INC AT COST 4,135 5,620
    981558109 WORLDPAY INC AT COST 5,654 6,879
    9128284U1 U S TREASURY NOTE AT COST 24,891 25,130
    166764100 CHEVRONTEXACO CORP AT COST 8,367 8,268
    438516106 HONEYWELL INTL INC AT COST 6,057 9,777
    452308109 ILLINOIS TOOL WORKS AT COST 5,728 8,362
    46625HMN7 JPMORGAN CHASE & CO AT COST 26,111 24,773
    79466L302 SALESFORCE COM INC AT COST 2,046 5,616
    060505104 BANK AMER CORP AT COST 7,751 11,581
    09062X103 BIOGEN IDEC INC AT COST 4,124 3,611
    200340107 COMERICA INC COM AT COST 8,539 6,182
    375558103 GILEAD SCIENCES INC AT COST 4,996 4,379
    452327109 ILLUMINA INC AT COST 5,106 4,799
    9128284N7 UNITED STATES TREAS AT COST 24,814 25,384
    9128284T4 U S TREASURY NOTE AT COST 24,972 25,083
    91913Y100 VALERO ENERGY CORP N AT COST 2,070 4,348
    92826C839 VISA INC AT COST 7,732 13,326
    857477103 STATE ST CORP COM AT COST 7,885 6,307
    87165B103 SYNCHRONY FINANCIAL AT COST 8,293 7,038
    91324P102 UNITED HEALTH GROUP AT COST 6,929 12,954
    G47791101 INGERSOLL-RAND PLC AT COST 6,111 10,948
    G5960L103 MEDTRONIC PLC AT COST 8,742 9,096
    219350105 CORNING INC COM AT COST 7,069 6,948
    22160K105 COSTCO WHSL CORP NEW AT COST 4,135 6,722
    478160104 JOHNSON & JOHNSON CO AT COST 9,773 9,163
    872590104 T -MOBILE US INC AT COST 4,576 4,453
    882508104 TEXAS INSTRUMENTS IN AT COST 10,071 8,694
    718172109 PHILIP MORRIS INTERN AT COST 7,927 8,278
    G0177J108 ALLERGAN PLC AT COST 3,831 3,475
    G06242104 ATLASSIAN CORP PLC-C AT COST 3,298 5,339
    G5876H105 MARVELL TECHNOLOGY G AT COST 3,844 3,076
    023135106 AMAZON COM INC AT COST 3,001 22,530
    20030NBD2 COMCAST CORP 3.125% AT COST 26,054 24,934
    26078J100 DOWDUPONT INC AT COST 4,884 5,348
    525ESC2W8 ESC LEHMAN BRTH HLD AT COST   882
    609207105 MONDELEZ INTERNATION AT COST 10,257 10,008
    717081103 PFIZER INC COM AT COST 9,680 10,913
    747525103 QUALCOMM INC AT COST 10,169 10,244
    87612EBE5 TARGET CORP AT COST 28,812 28,008
    912828XU9 UNITED STATES TREAS AT COST 10,000 9,855
    30303M102 FACEBOOK INC AT COST 10,964 13,633
    58933Y105 MERCK & CO INC AT COST 8,149 10,697
    723787107 PIONEER NAT RES CO AT COST 5,233 4,735
    912828XY1 U S TREASURY NOTE AT COST 24,982 24,981
    92343V104 VERIZON COMMUNICATIO AT COST 9,311 9,557
    002824100 ABBOTT LABORATORIES AT COST 2,273 4,340
    00724F101 ADOBE SYS INC COM AT COST 1,300 6,108
    016255101 ALIGN TECHNOLOGY INC AT COST 2,652 3,770
    023135AJ5 AMAZON.COM INC AT COST 39,286 39,122
    026874784 AMERICAN INTERNATION AT COST 2,377 2,365
    244199105 DEERE & COMPANY AT COST 7,073 8,204
    254687106 DISNEY (WALT) COMPAN AT COST 6,386 9,649
    437076102 HOME DEPOT INC USD 0 AT COST 4,300 9,106
    594918104 MICROSOFT CORP COM AT COST 13,602 16,150
    595112103 MICRON TECHNOLOGY AT COST 4,145 3,490
    65339F101 NEXTERA ENERGY INC AT COST 9,616 10,082
    654106103 NIKE INC CL B AT COST 8,479 10,231
    670346105 NUCOR CORP AT COST 2,406 2,591
    848637104 SPLUNK INC AT COST 1,477 2,621
    101137107 BOSTON SCIENTIFIC CO AT COST 3,378 3,181
    110122108 BRISTOL MYERS SQUIBB AT COST 3,004 3,639
    20030N101 COMCAST CORP NEW CL AT COST 8,891 10,215
    21036P108 CONSTELLATION BRANDS AT COST 4,207 4,985
    03027X100 AMERICAN TOWER CORP- AT COST 8,796 11,864
    032511107 ANADARKO PETE CORP AT COST 11,502 7,453
    037833100 APPLE COMPUTER INC C AT COST 4,370 12,777
    097023105 BOEING COMPANY AT COST 6,353 5,805
    126408103 CSX CORP COM AT COST 6,188 9,941
    126650100 CVS CORP AT COST 5,416 4,586
    150870103 CELANESE CORP DEL AT COST 3,925 7,108
    17275R102 CISCO SYS INC AT COST 13,260 12,132
    45866F104 INTERCONTINENTALEXCH AT COST 2,527 6,403
    46625H100 J P MORGAN CHASE & C AT COST 11,299 11,129
    512807108 LAM RESH CORP COM AT COST 5,618 4,902
    552953101 MGM MIRAGE AT COST 8,764 6,550
    56585A102 MARATHON PETROLEUM C AT COST 7,524 5,311
    61174X109 MONSTER BEVERAGE COR AT COST 2,735 5,906
    64110L106 NETFLIX COM INC AT COST 4,254 3,212
    742718109 PROCTER & GAMBLE CO AT COST 2,759 2,758
    78486Q101 SVB FINL GROUP AT COST 6,143 6,077

    TY 2018 OtherDecreasesSchedule
    Name:
    FLUHRER R C TW CHARITIES
    EIN:
    23-6497916
    Description Amount
    PY RETURN OF CAPITAL ADJUSTMENT 434
    ROC ADJUSTMENT ON CY SALES 76


    TY 2018 OtherIncreasesSchedule
    Name:
    FLUHRER R C TW CHARITIES
    EIN:
    23-6497916
    Description Amount
    COST BASIS ADJUSTMENT 662


    TY 2018 TaxesSchedule
    Name:
    FLUHRER R C TW CHARITIES
    EIN:
    23-6497916
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL TAX PAYMENT - PRIOR YE 761 0   0
    FEDERAL ESTIMATES - INCOME 1,004 0   0