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
EMMA R FOX CHAR TRUST MUT FDS
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 609
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH, PA152309738
A Employer identification number

34-6511198
B Telephone number (see instructions)

(216) 257-4701
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$9,222,222
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... 217,011 217,011  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 393,489
b Gross sales price for all assets on line 6a 2,215,573
7 Capital gain net income (from Part IV, line 2)... 393,489
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........ 610,500 610,500  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 60,063 30,032   30,032
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)... 14,507 1,353   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)....... 200     200
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 74,770 31,385 0 30,232
25 Contributions, gifts, grants paid....... 439,850 439,850
26 Total expenses and disbursements. Add lines 24 and 25 514,620 31,385 0 470,082
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 95,880
b Net investment income (if negative, enter -0-) 579,115
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............. 0 0  
2 Savings and temporary cash investments......... 231,221 232,302 232,302
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)....... 4,312,809 4,508,726 5,971,911
c Investments—corporate bonds (attach schedule)....... 3,279,000 3,179,028 3,018,009
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
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) 7,823,030 7,920,056 9,222,222
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........ 7,823,030 7,920,056
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)..... 7,823,030 7,920,056
31 Total liabilities and net assets/fund balances (see instructions). 7,823,030 7,920,056
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
7,823,030
2
Enter amount from Part I, line 27a .....................
2
95,880
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
1,146
4
Add lines 1, 2, and 3 ..........................
4
7,920,056
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
7,920,056
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 183. AGILENT TECHNOLOGIES (IPO)     2018-01-04
b 47. AGILENT TECHNOLOGIES (IPO)   2017-04-24 2018-01-04
c 70. THERMO ELECTRON CORP COM   2015-08-20 2018-01-04
d 156. WYNDHAM WORLDWIDE CORP     2018-01-04
e 334. WYNDHAM WORLDWIDE CORP     2018-01-05
7. TRANSCANADA CORP (HOLDING CO) NAME CHANGE 05/09/2019   2017-06-06 2018-01-19
114. TRANSCANADA CORP (HOLDING CO) NAME CHANGE 05/09/2019   2017-06-06 2018-01-19
150. TRANSCANADA CORP (HOLDING CO) NAME CHANGE 05/09/2019     2018-01-19
77. TRANSCANADA CORP (HOLDING CO) NAME CHANGE 05/09/2019   2017-06-05 2018-01-22
392. TRANSCANADA CORP (HOLDING CO) NAME CHANGE 05/09/2019     2018-01-22
4. ALPHABET INC/CA-CL A   2015-11-02 2018-02-01
6. AMERICAN WATER WORKS CO INC   2016-02-09 2018-02-01
3. AMGEN INC   2014-01-17 2018-02-01
20. APPLE INC   2017-04-28 2018-02-01
9. BANK NEW YORK MELLON CORP COM   2016-04-29 2018-02-01
25. BERRY GLOBAL GROUP INC   2016-08-25 2018-02-01
5. BIOGEN INC   2016-08-02 2018-02-01
5. BOEING CO   2017-10-20 2018-02-01
1. BURLINGTON STORES INC   2017-03-13 2018-02-01
7. CBS CORP CLASS B WI   2016-08-05 2018-02-01
3. CISCO SYS INC COM   2015-10-22 2018-02-01
5. CITIZENS FINANCIAL GROUP   2016-11-14 2018-02-01
92. COMCAST CORPORATION CL A     2018-02-01
11. CONSTELLATION BRANDS INC CL A   2014-05-16 2018-02-01
9. CUMMINS INC   2017-02-21 2018-02-01
3. DOWDUPONT INC REV SPLIT 06/03/19   2016-10-14 2018-02-01
18. FACEBOOK INC   2016-05-06 2018-02-01
2. GENERAL DYNAMICS CORP   2015-05-27 2018-02-01
21. HOME DEPOT INC COM   2012-01-09 2018-02-01
8. ILLINOIS TOOL WORKS INC COM   2016-02-17 2018-02-01
26. INTEL CORP   2016-08-22 2018-02-01
52. J P MORGAN CHASE & CO COM   2015-08-13 2018-02-01
2. LAUDER ESTEE COS INC CL A   2017-09-29 2018-02-01
1. MCDONALDS CORP COM   2017-07-28 2018-02-01
5. MICROSOFT CORP   2015-12-18 2018-02-01
3. MOHAWK INDS INC   2017-08-18 2018-02-01
3. MORGAN STANLEY   2016-10-21 2018-02-01
7. PEPSICO INC COM   2016-10-19 2018-02-01
1. PFIZER INC COM   2017-11-10 2018-02-01
5. RAYTHEON COMPANY   2016-01-29 2018-02-01
8. S&P GLOBAL INC   2016-05-24 2018-02-01
1. SHERWIN-WILLIAMS CO   2017-06-20 2018-02-01
25. STATE STR CORP COM   2016-09-08 2018-02-01
20. SUNTRUST BANKS INC COM   2016-06-23 2018-02-01
10. T-MOBILE US INC   2017-05-01 2018-02-01
15. TEXAS INSTRS INC COM   2015-11-11 2018-02-01
10. VISA INC CLASS A SHARES   2013-02-08 2018-02-01
7. WEC ENERGY GROUP INC   2009-06-04 2018-02-01
3. ROYAL CARRIBEAN CRUISES LTD SEDOL 2754907 ISIN LR0008862868   2017-04-10 2018-02-01
593. CBS CORP CLASS B WI     2018-02-02
70. HOME DEPOT INC COM   2012-01-09 2018-02-02
1. JP MORGAN CHASE & COMPANY FAIR FUND   2001-01-01 2018-02-02
50. MOHAWK INDS INC     2018-02-02
503. PEPSICO INC COM     2018-02-23
483. PROLOGIS INC     2018-02-23
320. PROLOGIS INC   2017-06-02 2018-02-23
257. PROLOGIS INC     2018-02-26
97. SHERWIN-WILLIAMS CO     2018-03-02
2. SHERWIN-WILLIAMS CO   2017-06-19 2018-03-05
240. STANLEY BLACK & DECKER INC     2018-03-09
1. BANK OF AMERICA CORP   2001-01-01 2018-03-12
177. MOHAWK INDS INC     2018-04-05
220. AETNA INC NEW   2013-05-30 2018-04-26
119. ILLINOIS TOOL WORKS INC COM   2016-02-17 2018-04-26
233. ILLINOIS TOOL WORKS INC COM     2018-04-27
620. ALTRIA GROUP INC     2018-05-04
440. COMCAST CORPORATION CL A   2011-10-12 2018-05-04
100. ROYAL CARRIBEAN CRUISES LTD SEDOL 2754907 ISIN LR0008862868   2017-04-10 2018-05-04
108. BERRY GLOBAL GROUP INC   2016-08-25 2018-05-15
495. BERRY GLOBAL GROUP INC     2018-05-15
269. HONEYWELL INTL INC   2015-02-02 2018-05-15
21. HONEYWELL INTL INC   2015-02-02 2018-05-15
145. BERRY GLOBAL GROUP INC     2018-05-16
142. BERRY GLOBAL GROUP INC     2018-05-16
55. BERRY GLOBAL GROUP INC   2016-08-24 2018-05-16
21. BERRY GLOBAL GROUP INC   2016-08-24 2018-05-17
9. BERRY GLOBAL GROUP INC   2016-08-24 2018-05-17
1. JPMORGAN CHASE 46625H100   2001-01-01 2018-05-22
640. ANALOG DEVICES INC     2018-05-23
890. HALLIBURTON CO     2018-06-13
96. SMUCKER J M CO COM NEW   2018-02-27 2018-06-13
103. SMUCKER J M CO COM NEW     2018-06-14
114. AGILENT TECHNOLOGIES (IPO)     2018-06-15
466. AGILENT TECHNOLOGIES (IPO)     2018-06-15
261. SMUCKER J M CO COM NEW     2018-06-15
190. CONSTELLATION BRANDS INC CL A     2018-07-02
137. CUMMINS INC     2018-07-02
84. CUMMINS INC   2017-02-17 2018-07-03
209. CONSTELLATION BRANDS INC CL A   2014-05-15 2018-07-13
65. GENERAL DYNAMICS CORP   2015-05-27 2018-07-13
28. GENERAL DYNAMICS CORP   2015-05-27 2018-07-13
112. THERMO ELECTRON CORP COM   2015-08-20 2018-07-13
145. GENERAL DYNAMICS CORP     2018-07-16
88. THERMO ELECTRON CORP COM     2018-07-16
10. ABBVIE INC   2017-12-08 2018-07-23
3. ALPHABET INC/CA-CL A   2015-11-02 2018-07-23
2. AMAZON.COM INC   2018-05-04 2018-07-23
10. AMERICAN WATER WORKS CO INC   2016-02-09 2018-07-23
9. AMGEN INC   2014-01-17 2018-07-23
24. APPLE INC   2017-04-28 2018-07-23
18. APPLIED MATERIALS INC   2016-07-13 2018-07-23
10. AUTOMATIC DATA PROCESSING INC   2018-05-25 2018-07-23
16. BANK NEW YORK MELLON CORP COM   2016-04-29 2018-07-23
13. BAXTER INTERNATIONAL INC   2018-01-04 2018-07-23
4. BIOGEN INC   2016-08-02 2018-07-23
4. BOEING CO   2017-10-20 2018-07-23
25. BORG WARNER INC.   2017-10-02 2018-07-23
10. BURLINGTON STORES INC   2017-03-13 2018-07-23
31. CBRE GROUP INC   2018-02-28 2018-07-23
9. CELANESE CORP   2018-05-16 2018-07-23
8. CENTENE CORP   2018-04-27 2018-07-23
14. CHEVRON CORPORATION   2018-06-13 2018-07-23
33. CISCO SYS INC COM     2018-07-23
14. CITIGROUP INC   2017-07-28 2018-07-23
35. CITIZENS FINANCIAL GROUP   2016-11-14 2018-07-23
32. COMCAST CORPORATION CL A   2011-10-12 2018-07-23
16. CONOCOPHILLIPS   2017-11-06 2018-07-23
9. DANAHER CORP   2018-06-15 2018-07-23
18. DOWDUPONT INC REV SPLIT 06/03/19   2016-10-14 2018-07-23
9. EASTMAN CHEM CO   2018-03-06 2018-07-23
14. FACEBOOK INC   2016-05-06 2018-07-23
4. FEDEX CORPORATION   2018-05-15 2018-07-23
9. HOME DEPOT INC COM   2012-01-09 2018-07-23
20. INTEL CORP   2016-08-22 2018-07-23
29. J P MORGAN CHASE & CO COM   2015-08-13 2018-07-23
6. JOHNSON & JOHNSON COM   2016-08-02 2018-07-23
14. KOHLS CORP COM   2018-04-05 2018-07-23
5. LAM RESEARCH CORP   2015-06-02 2018-07-23
12. LAUDER ESTEE COS INC CL A   2017-09-29 2018-07-23
10. LILLY ELI & CO   2018-07-13 2018-07-23
8. MARRIOTT INTERNATIONAL INC CL A   2018-01-04 2018-07-23
7. MCCORMICK & CO INC COM NON VTG   2018-07-13 2018-07-23
9. MCDONALDS CORP COM   2017-07-28 2018-07-23
22. MICROSOFT CORP   2018-07-03 2018-07-23
24. MORGAN STANLEY   2016-10-21 2018-07-23
3. NORTHROP GRUMMAN CORPORATION   2015-02-19 2018-07-23
12. OCCIDENTAL PETE CORP COM   2018-01-19 2018-07-23
6. PARKER HANNIFIN CORP   2017-04-07 2018-07-23
34. PFIZER INC COM   2017-11-10 2018-07-23
12. PRICE T ROWE GROUP INC COM   2017-08-28 2018-07-23
5. RAYTHEON COMPANY   2016-01-29 2018-07-23
14. ROYAL DUTCH SHELL PLC ADR A   2017-10-23 2018-07-23
9. S&P GLOBAL INC   2016-05-24 2018-07-23
15. STATE STR CORP COM   2016-09-08 2018-07-23
5. STRYKER CORP   2017-03-15 2018-07-23
24. SUNTRUST BANKS INC COM   2016-06-23 2018-07-23
14. T-MOBILE US INC   2017-05-01 2018-07-23
16. TEXAS INSTRS INC COM   2015-11-11 2018-07-23
22. TOTAL FINA S A   2015-08-12 2018-07-23
16. TYSON FDS INC COM   2017-09-29 2018-07-23
7. UNITED RENTALS INC COM   2017-05-25 2018-07-23
25. US FOODS HOLDING CORP   2018-06-20 2018-07-23
9. UNITED TECHNOLOGIES CORP COM   2018-07-13 2018-07-23
6. UNITEDHEALTH GROUP INC COM   2017-01-27 2018-07-23
10. VISA INC CLASS A SHARES   2013-02-08 2018-07-23
20. WEC ENERGY GROUP INC   2009-06-04 2018-07-23
18. WASTE MANAGEMENT INC   2018-03-09 2018-07-23
16. TE CONNECTIVITY LTD SEDOL B62B7C3 ISIN CH0102993182   2017-06-19 2018-07-23
8. ROYAL CARRIBEAN CRUISES LTD SEDOL 2754907 ISIN LR0008862868   2017-04-10 2018-07-23
109. PARKER HANNIFIN CORP   2017-04-07 2018-07-27
154. STATE STR CORP COM   2016-09-08 2018-07-27
460. STATE STR CORP COM     2018-07-27
26. STATE STR CORP COM     2018-07-27
193. TYSON FDS INC COM   2017-09-29 2018-07-27
38. TYSON FDS INC COM   2017-09-29 2018-07-27
165. PARKER HANNIFIN CORP   2017-04-07 2018-07-30
197. TYSON FDS INC COM   2016-03-11 2018-07-30
13. TYSON FDS INC COM     2018-07-30
243. TYSON FDS INC COM   2016-03-11 2018-07-30
371.195 DODGE & COX INCOME FUND   2014-08-08 2018-08-15
284. JOHNSON & JOHNSON COM     2018-08-16
192. LAUDER ESTEE COS INC CL A     2018-08-16
109. LAUDER ESTEE COS INC CL A   2017-09-01 2018-08-16
260. FACEBOOK INC     2018-08-17
11. LAUDER ESTEE COS INC CL A   2017-09-01 2018-08-17
194. LAUDER ESTEE COS INC CL A     2018-08-17
69. ROYAL DUTCH SHELL PLC ADR A   2017-10-23 2018-08-23
11. ROYAL DUTCH SHELL PLC ADR A   2017-10-23 2018-08-24
278. ROYAL DUTCH SHELL PLC ADR A     2018-08-24
243. ROYAL DUTCH SHELL PLC ADR A   2017-10-20 2018-08-27
5. ROYAL DUTCH SHELL PLC ADR A   2017-10-20 2018-08-27
215. LAM RESEARCH CORP     2018-09-14
162. MARRIOTT INTERNATIONAL INC CL A   2018-01-04 2018-09-14
21. MARRIOTT INTERNATIONAL INC CL A   2018-01-04 2018-09-14
245. STRYKER CORP     2018-09-14
189. MARRIOTT INTERNATIONAL INC CL A   2018-01-04 2018-09-17
43. BORG WARNER INC.     2018-10-11
56. BORG WARNER INC.   2017-09-29 2018-10-11
212. BORG WARNER INC.     2018-10-11
109. US FOODS HOLDING CORP     2018-10-11
976. US FOODS HOLDING CORP     2018-10-11
302. BORG WARNER INC.     2018-10-12
244. BORG WARNER INC.     2018-10-15
40. BORG WARNER INC.   2017-08-18 2018-10-15
158. BORG WARNER INC.     2018-10-16
60. BORG WARNER INC.   2017-08-18 2018-10-16
9. APPLIED MATERIALS INC   2016-07-13 2018-10-25
767. APPLIED MATERIALS INC   2016-07-13 2018-10-25
692. DOWDUPONT INC REV SPLIT 06/03/19     2018-10-25
84. DOWDUPONT INC REV SPLIT 06/03/19   2016-10-14 2018-10-25
26. APPLIED MATERIALS INC   2016-07-13 2018-10-26
22. DOWDUPONT INC REV SPLIT 06/03/19   2016-10-14 2018-10-26
1. DOWDUPONT INC REV SPLIT 06/03/19   2016-10-14 2018-10-26
1224. FIRST DATA CORP- CLASS A     2018-11-02
32. TEXAS INSTRS INC COM   2015-11-11 2018-11-02
687. TEXAS INSTRS INC COM     2018-11-02
201. FIRST DATA CORP- CLASS A   2018-08-17 2018-11-05
21. FIRST DATA CORP- CLASS A   2018-08-17 2018-11-05
170. FIRST DATA CORP- CLASS A   2018-08-17 2018-11-06
34. FIRST DATA CORP- CLASS A   2018-08-17 2018-11-06
133. ROYAL CARRIBEAN CRUISES LTD SEDOL 2754907 ISIN LR0008862868     2018-11-08
161. ROYAL CARRIBEAN CRUISES LTD SEDOL 2754907 ISIN LR0008862868   2017-04-07 2018-11-09
28. ROYAL CARRIBEAN CRUISES LTD SEDOL 2754907 ISIN LR0008862868     2018-11-09
27. ROYAL CARRIBEAN CRUISES LTD SEDOL 2754907 ISIN LR0008862868   2017-04-07 2018-11-12
158. FEDEX CORPORATION   2018-05-15 2018-11-16
8. FEDEX CORPORATION   2018-05-15 2018-11-16
4306.22 BAIRD AGGREGATE BOND FUND FD 72   2016-08-19 2018-12-12
3378.378 DODGE & COX INCOME FUND   2014-08-08 2018-12-12
587. SUNCOR ENERGY INC ISIN CA8672241079 SEDOL B3NB1P2     2018-12-13
401. UNITED TECHNOLOGIES CORP COM   2018-07-13 2018-12-13
393. SUNCOR ENERGY INC ISIN CA8672241079 SEDOL B3NB1P2     2018-12-14
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 12,621   11,156 1,465
b 3,260   2,555 705
c 13,934   9,309 4,625
d 18,101   11,515 6,586
e 37,686   21,377 16,309
338   331 7
5,469   5,397 72
7,202   7,090 112
3,693   3,627 66
18,799   18,425 374
4,717   2,976 1,741
492   393 99
554   357 197
3,346   2,873 473
514   361 153
1,480   1,133 347
1,730   1,476 254
1,794   1,323 471
122   94 28
410   365 45
126   87 39
233   153 80
3,890   1,245 2,645
2,427   904 1,523
1,703   1,388 315
223   161 62
3,503   2,146 1,357
453   281 172
4,236   907 3,329
1,390   760 630
1,247   919 328
6,058   3,519 2,539
270   216 54
173   156 17
478   274 204
832   746 86
171   100 71
844   745 99
37   35 2
1,064   636 428
1,454   889 565
413   359 54
2,760   1,765 995
1,416   860 556
640   680 -40
1,659   868 791
1,250   394 856
439   141 298
400   295 105
33,178   30,880 2,298
13,675   3,024 10,651
322     322
13,566   12,199 1,367
55,072   52,117 2,955
29,570   25,540 4,030
19,591   18,203 1,388
15,721   13,451 2,270
37,991   34,572 3,419
778   712 66
38,373   39,430 -1,057
48     48
42,386   38,016 4,370
39,386   13,550 25,836
17,120   11,301 5,819
33,167   21,907 11,260
34,951   22,927 12,024
14,017   5,211 8,806
10,707   9,819 888
5,160   4,895 265
23,552   22,334 1,218
39,596   26,419 13,177
3,088   2,062 1,026
6,919   6,464 455
6,779   6,201 578
2,622   2,383 239
998   910 88
427   390 37
108     108
60,439   52,487 7,952
42,587   51,332 -8,745
10,056   12,307 -2,251
10,705   13,080 -2,375
7,492   6,162 1,330
30,713   24,728 5,985
27,345   32,586 -5,241
40,839   15,561 25,278
18,093   21,129 -3,036
11,095   12,796 -1,701
45,087   16,634 28,453
12,536   9,132 3,404
5,412   3,934 1,478
23,666   14,894 8,772
27,783   20,364 7,419
18,436   11,639 6,797
893   960 -67
3,628   2,232 1,396
3,611   3,162 449
868   656 212
1,709   1,072 637
4,578   3,448 1,130
831   466 365
1,374   1,306 68
848   642 206
974   889 85
1,428   1,181 247
1,415   1,059 356
1,106   1,294 -188
1,572   940 632
1,525   1,469 56
1,023   1,001 22
1,089   882 207
1,707   1,781 -74
1,383   911 472
982   946 36
1,419   1,074 345
1,090   379 711
1,129   857 272
923   919 4
1,182   963 219
896   944 -48
2,952   1,669 1,283
944   989 -45
1,822   389 1,433
1,044   707 337
3,296   1,962 1,334
757   749 8
1,041   931 110
872   417 455
1,695   1,294 401
889   895 -6
1,059   1,090 -31
819   833 -14
1,423   1,402 21
2,372   2,193 179
1,221   802 419
961   510 451
992   906 86
957   967 -10
1,264   1,191 73
1,454   1,010 444
1,001   636 365
976   858 118
1,914   1,000 914
1,296   1,059 237
870   661 209
1,736   1,032 704
820   951 -131
1,824   926 898
1,353   1,116 237
1,015   1,129 -114
1,048   787 261
1,009   949 60
1,168   1,166 2
1,520   978 542
1,405   394 1,011
1,284   404 880
1,471   1,564 -93
1,463   1,278 185
883   786 97
17,942   17,563 379
13,420   10,873 2,547
40,035   32,410 7,625
2,265   1,829 436
12,318   13,617 -1,299
2,426   2,681 -255
27,197   26,587 610
11,526   13,304 -1,778
761   917 -156
14,389   16,410 -2,021
5,000   5,152 -152
37,548   21,694 15,854
25,652   20,707 4,945
14,580   11,754 2,826
45,028   30,395 14,633
1,482   1,186 296
26,232   20,919 5,313
4,476   4,230 246
726   674 52
18,287   17,032 1,255
16,042   14,835 1,207
330   305 25
32,918   17,455 15,463
21,150   22,067 -917
2,732   2,861 -129
41,840   32,166 9,674
24,527   25,745 -1,218
1,676   2,216 -540
2,167   2,878 -711
8,079   10,765 -2,686
3,180   4,118 -938
27,686   36,363 -8,677
11,411   13,572 -2,161
9,288   10,852 -1,564
1,528   1,778 -250
6,029   7,024 -995
2,289   2,666 -377
293   233 60
25,027   19,859 5,168
36,666   35,740 926
4,478   4,494 -16
825   673 152
1,148   1,177 -29
52   54 -2
22,910   30,806 -7,896
3,044   1,852 1,192
65,220   39,044 26,176
3,708   4,964 -1,256
388   519 -131
3,176   4,199 -1,023
635   840 -205
14,414   13,045 1,369
17,328   15,673 1,655
3,019   2,724 295
2,870   2,620 250
35,782   39,078 -3,296
1,808   1,979 -171
45,000   47,928 -2,928
45,000   46,892 -1,892
18,006   24,496 -6,490
47,862   51,930 -4,068
11,686   16,208 -4,522
      72,790
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       1,465
b       705
c       4,625
d       6,586
e       16,309
      7
      72
      112
      66
      374
      1,741
      99
      197
      473
      153
      347
      254
      471
      28
      45
      39
      80
      2,645
      1,523
      315
      62
      1,357
      172
      3,329
      630
      328
      2,539
      54
      17
      204
      86
      71
      99
      2
      428
      565
      54
      995
      556
      -40
      791
      856
      298
      105
      2,298
      10,651
      322
      1,367
      2,955
      4,030
      1,388
      2,270
      3,419
      66
      -1,057
      48
      4,370
      25,836
      5,819
      11,260
      12,024
      8,806
      888
      265
      1,218
      13,177
      1,026
      455
      578
      239
      88
      37
      108
      7,952
      -8,745
      -2,251
      -2,375
      1,330
      5,985
      -5,241
      25,278
      -3,036
      -1,701
      28,453
      3,404
      1,478
      8,772
      7,419
      6,797
      -67
      1,396
      449
      212
      637
      1,130
      365
      68
      206
      85
      247
      356
      -188
      632
      56
      22
      207
      -74
      472
      36
      345
      711
      272
      4
      219
      -48
      1,283
      -45
      1,433
      337
      1,334
      8
      110
      455
      401
      -6
      -31
      -14
      21
      179
      419
      451
      86
      -10
      73
      444
      365
      118
      914
      237
      209
      704
      -131
      898
      237
      -114
      261
      60
      2
      542
      1,011
      880
      -93
      185
      97
      379
      2,547
      7,625
      436
      -1,299
      -255
      610
      -1,778
      -156
      -2,021
      -152
      15,854
      4,945
      2,826
      14,633
      296
      5,313
      246
      52
      1,255
      1,207
      25
      15,463
      -917
      -129
      9,674
      -1,218
      -540
      -711
      -2,686
      -938
      -8,677
      -2,161
      -1,564
      -250
      -995
      -377
      60
      5,168
      926
      -16
      152
      -29
      -2
      -7,896
      1,192
      26,176
      -1,256
      -131
      -1,023
      -205
      1,369
      1,655
      295
      250
      -3,296
      -171
      -2,928
      -1,892
      -6,490
      -4,068
      -4,522
       
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 2 393,489
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 445,484 9,676,625 0.046037
2016 462,729 9,067,893 0.051029
2015 430,009 9,342,227 0.046029
2014 429,224 9,258,366 0.046361
2013 399,511 8,648,115 0.046196
2
Total of line 1, column (d) .....................
2
0.235652
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
0.04713
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
10,039,638
5
Multiply line 4 by line 3......................
5
473,168
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
5,791
7
Add lines 5 and 6........................
7
478,959
8
Enter qualifying distributions from Part XII, line 4,.............
8
470,082
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 11,582
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 11,582
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 11,582
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 8,297
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 8,500
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 16,797
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 5,215
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet5,215 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)
    bulletOH
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletPNC BANK NA Telephone no.bullet (216) 257-4701

    Located atbulletPO BOX 609PITTSBURGHPA ZIP+4bullet15230
    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 TRUSTEE
    6
    46,251    
    PO BOX 609
    PITTSBURGH,PA15230
    NANCY FRIEDMAND TRUSTEE
    3
    6,906    
    PO BOX 609
    PITTSBURGH,PA15230
    DEBORAH B FRIEDMAND TRUSTEE
    3
    6,906    
    PO BOX 609
    PITTSBURGH,PA15230
    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
    10,192,526
    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
    10,192,526
    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
    10,192,526
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    152,888
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    10,039,638
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    501,982
    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
    501,982
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    11,582
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    11,582
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    490,400
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    490,400
    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
    490,400
    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
    470,082
    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
    470,082
    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
    470,082
    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 7 490,400
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 438,146
    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$ 470,082
    a Applied to 2017, but not more than line 2a 438,146
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2018 distributable amount..... 31,936
    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 ..........
    458,464
    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
    MALTZ MUSEUM OF JEWISH
    HERITAGE
    PO BOX 609
    PITTSBURGH,PA15230
    NONE PUBLIC CHARITY TRANSPORTATION ASSISTANCE 5,000
    MILESTONES ORGANIZATION
    PO BOX 609
    PITTSBURGH,PA15230
    NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 1,000
    PLAYHOUSE SQUARE FOUNDATION
    PO BOX 609
    PITTSBURGH,PA15230
    NONE PUBLIC CHARITY ONGOING SUPPORT 5,000
    SENIOR TRANSPORTATIN CONNECTION
    PO BOX 609
    PITTSBURGH,PA15230
    NONE PUBLIC CHARITY TRANSPORTATION PROGRAM 3,750
    LAW ENFORCEMENT FOUNDATION
    PO BOX 609
    PITTSBURGH,PA15230
    NONE PUBLIC CHARITY POLICE TRAINING SERIES 2,500
    CLEVELAND MUSIC SCHOOL SETTLEMENT
    PO BOX 609
    PITTSBURGH,PA15230
    NONE PUBLIC CHARITY GENERAL OPERATION SUPPORT 2,000
    CLEVELAND'S HOSPITAL MEDICAL
    CENTER
    PO BOX 609
    PITTSBURGH,PA15230
    NONE PUBLIC CHARITY NICU EQUIPMENT IN KAY 1,600
    KARAMU HOUSE OF CLEVELAND
    PO BOX 609
    PITTSBURGH,PA15230
    NONE PUBLIC CHARITY K-12 CULLTURAL ARTS AND 1,000
    MUSICAL ARTS ASSOCIATION
    PO BOX 609
    PITTSBURGH,PA15230
    NONE PUBLIC CHARITY EDUCATIONAL CONCERTS 7,500
    BALDWIN WALLACE UNIVERSITY
    PO BOX 609
    PITTSBURGH,PA15230
    NONE PUBLIC CHARITY CAMPUS KITCHENS PROJECTS 2,500
    ACHIEVEMENT CENTERS FOR
    CHILDREN
    PO BOX 609
    PITTSBURGH,PA15230
    NONE PUBLIC CHARITY CAMP CHEERFUL SUPPORT 2,500
    UNITED CEREBRAL PALSY ASSOCATION
    PO BOX 609
    PITTSBURGH,PA15230
    NONE PUBLIC CHARITY CHILDEN'S SERVICES FOR 5,000
    STAN HYWET HALL AND GARDENS
    PO BOX 609
    PITTSBURGH,PA15230
    NONE PUBLIC CHARITY SUPPORTING THE TEA HOUSES 10,000
    UNIVERSITY CIRCLE
    PO BOX 609
    PITTSBURGH,PA15230
    NONE PUBLIC CHARITY 2016 FUTURE CONNECTIONS 5,000
    MUSEUM OF CONTEMPORARY ART
    CLEVELAND
    PO BOX 609
    PITTSBURGH,PA15230
    NONE PUBLIC CHARITY EDUCATIONAL PROGRAMS 3,000
    CLEVELAND HILLEL FOUNDATION
    PO BOX 609
    PITTSBURGH,PA15230
    NONE PUBLIC CHARITY JCLE PROGRAM SUMMER 10,000
    DOMESTIC VIOLENCE AND CHILDREN
    ADVOCATE
    PO BOX 609
    PITTSBURGH,PA15230
    NONE PUBLIC CHARTY EMERGENCY SHELTER SUPPORT 1,000
    SHAKER SCHOOLS FOUNDATION
    PO BOX 609
    PITTSBURGH,PA15230
    NONE PUBLIC CHARITY SUPPORTING THE SCHOLARSHIP 5,000
    CLEVELAND PUBLIC THEATRE
    PO BOX 609
    PITTSBURGH,PA15230
    NONE PUBLIC CHARITY BRICK CITY THEATRE PROGRAM 1,000
    LAKELAND FOUNDATION
    PO BOX 609
    PITTSBURGH,PA15230
    NONE PUBLIC CHARITY PUBLIC SERVICE CENTER 10,000
    YOUTH CHALLENCE
    PO BOX 609
    PITTSBURGH,PA15230
    NONE PUBLIC CHARITY CHILD SPONORSHIP PROGRAM 1,500
    FRIENDS OF THE CLEVELAND
    SCHOOLS
    PO BOX 609
    PITTSBURGH,PA15230
    NONE PUBLIC CHARITY PRIVATE STUDENT INSTRUCTION 3,500
    ROCK AND ROLL HALL OF FAME
    PO BOX 609
    PITTSBURGH,PA15230
    NONE PUBLIC CHARITY K-12 EDUCATIONAL PROGRAMS 5,000
    PROFESSIONAL FLAIR
    PO BOX 609
    PITTSBURGH,PA15230
    NONE PUBLIC CHARITY RESIDENCY PROGRAMS 1,000
    HOPEWELL
    PO BOX 609
    PITTSBURGH,PA15230
    NONE PUBLIC CHARITY JOB READINESS AND ART 10,000
    GATHERING PLACE
    PO BOX 609
    PITTSBURGH,PA15230
    NONE PUBLIC CHARITY SURVIVORSHIP PROGRAMS 5,000
    UNITED WAY OF GREATER
    CLEVELAND
    PO BOX 609
    PITTSBURHG,PA15230
    NONE PUBLIC CHARITY 211 PROGRAM 13,000
    RAINEY INSTITUTE
    PO BOX 609
    PITTSBURGH,PA15230
    NONE PUBLIC CHARITY SUMMER ARTS CAMP 3,000
    METROHEALTH FOUNDATION
    PO BOX 609
    PITTSBURGH,PA15230
    NONE PUBLIC CHARITY SUPPORTING THE CRITICAL 7,500
    CITY MUSIC CLEVELAND
    PO BOX 609
    PITTSBURGH,PA15230
    NONE PUBLIC CHARITY MUSICAL INSTRUMENT 1,500
    CLEVELAND CLASSICAL BALLET ASSOC
    PO BOX 609
    PITTSBURGH,PA15230
    NONE PUBLIC CHARITY ARTEMOTION SUMMER INTENSIVE 2,500
    CLEVELAND RAPE CRISIS CENTER
    PO BOX 609
    PITTSBURGH,PA15230
    NONE PUBLIC CHARITY GENERAL SUPPORT 2,000
    JENNINGS CENTER FOR OLDER ADULTS
    PO BOX 609
    PITTSBURGH,PA15230
    NONE PUBLIC CHARITY GATEWAY TO CULTURE PROGRAM 3,500
    WESTERN RESERVE HISTORICAL SOCIETY
    PO BOX 609
    PITTSBURGH,PA15230
    NONE PUBLIC CHARITY EDUCATION INITIATIVES 5,000
    ELIZA BRYANT VILLAGE
    PO BOX 609
    PITTSBURGH,PA15230
    NONE PUBLIC CHARITY MUSIC AND ART THERAPY 10,000
    GREAT LAKES THEATER FESTIVAL
    PO BOX 609
    PITTSBURGH,PA15230
    NONE PUBLIC CHARITY SUPPORT THE STUDENT MATINEE 5,000
    DOBAMA THEATRE
    PO BOX 609
    PITTSBURGH,PA15230
    NONE PUBLIC CHARITY SUMMER YOUTH PROGRAMS 2,000
    LANDS STUDIO
    PO BOX 609
    PITTSBURGH,PA15230
    NONE PUBLIC CHARITY SEASON PARK SUMMER PROGRAM 2,000
    CLEVELAND FOOD BANK
    PO BOX 609
    PITTSBURGH,PA15230
    NONE PUBLIC CHARITY HUNGER RELIEF INITIATIVES 5,000
    PROVIDENCE HOUSE
    PO BOX 609
    PITTSBURGH,PA15230
    NONE PUBLIC CHARITY CARE FOR ONE AT RISK CHILD 3,000
    GREATER CLEVELAND VOLUNTEERS
    PO BOX 609
    PITTSBURGH,PA15230
    NONE PUBLIC CHARITY AARP EXPERIENCE CORPS 2,000
    YOUTH OPPORTUNITIES UNLIMITED
    PO BOX 609
    PITTSBURGH,PA15230
    NONE PUBLIC CHARITY YOU PROGRAMS AND SERVICES 2,000
    MALACHI HOUSE
    PO BOX 609
    PITTSBURGH,PA15230
    NONE PUBLIC CHARITY MEDICALLY EQUIPED RMS 3,000
    MONTESSORI DEVELOPMENT PARTNERSHIP
    PO BOX 609
    PITTSBURGH,PA15230
    NONE PUBLIC CHARITY UPDATING AND FURNISHING 10,000
    APOLLOS FIRE THE CLEVELAND
    BAROQ
    PO BOX 609
    PITTSBURGH,PA15230
    NONE PUBLIC CHARITY CONTRYSIDE SUMMER SERIES 3,000
    LIFEACT
    PO BOX 609
    PITTSBURGH,PA15230
    NONE PUBLIC CHARITY GENERAL SUPPORT 1,000
    IDEASTREAM
    PO BOX 609
    PITTSBURGH,PA15230
    NONE PUBLIC CHARITY ENVIRONMENTAL ISSUES 10,000
    CUYAHOGA COUNTY PUBLIC LIBRARY
    PO BOX 609
    PITTSBURGH,PA15230
    NONE PUBLIC CHARITY YOUTH SUMMER CAMP PROGRAMS 5,000
    BECK CENTER FOR THE ARTS
    PO BOX 609
    PITTSBURGH,PA15230
    NONE PUBLIC CHARITY OUTREACH EDUCATION PROGRAMS 5,000
    CLEVELAND PLAYHOUSE
    PO BOX 609
    PITTSBURGH,PA15230
    NONE PUBLIC CHARITY EDUCATIONAL PROGRAMS 5,000
    COLLEGE NOW GREATER CLEVELAND
    PO BOX 609
    PITTSBURGH,PA15230
    NONE PUBLIC CHARITY GENERAL OPERATIONS 3,500
    ART THERAPY STUDIO
    PO BOX 609
    PITTSBURGH,PA15230
    NONE PUBLIC CHARITY GENERAL OPERATION SUPPORT 1,000
    MAGNOLIA CLUBHOUSE
    PO BOX 609
    PIITSBURGH,PA15230
    NONE PUBLIC CHARITY PSYCHOSOCIAL REHABILITATION 2,000
    FACING HISORY AND OURSELVES
    PO BOX 609
    PITTSBURGH,PA15230
    NONE PUBLIC CHARITY NE ONIO SCHOOL NETWORK 3,000
    FOUNDATION CENTER
    PO BOX 609
    PITTSBURGH,PA15230
    NONE PUBLIC CHARITY PROGRAMS AND SERVICES FOR 2,000
    FRIENDS OF BREAKTHROUGH SCHOOL
    PO BOX 609
    PITTSBURGH,PA15230
    NONE PUBLIC CHARITY EXPANSION ACROSS CLEVELAND 5,000
    CITY YEAR
    PO BOX 609
    PITTSBURGH,PA15230
    NONE PUBLIC CHARITY WHOLE SCHOOL WHOLE CHILD 5,000
    CENTER FOR FAMILIES AND CHILDREN
    PO BOX 609
    PITTSBURGH,PA15230
    NONE PUBLIC CHARITY GENERAL SUPPORT 5,000
    BLICK CLINIC
    PO BOX 609
    PITTSBURGH,PA15230
    NONE PUBLIC CHARITY SOCIAL LANGUAGE SKILL 2,500
    DANCING CLASSROOMS NORTHEAST
    OHIO
    PO BOX 609
    PITTSBURGH,PA15230
    NONE PUBLIC CHARITY RESIDENCY PROJECT 1,500
    OHIO FOUNDATION OF INDEPENDENT
    COLLEGE
    PO BOX 609
    PITTSBURGH,PA15230
    NONE PUBLIC CHARITY CLEVELAND SCHOLARSHIPS 5,000
    CLEVELAND MUSEUM OF ART
    PO BOX 609
    PITTSBURGH,PA15230
    NONE PUBLIC CHARITY ANNUAL FUND AND OPERATIONS 6,000
    HIRAM HOUSE
    PO BOX 609
    PITTSBURGH,PA15230
    NONE PUBLIC CHARITY CAMPERSHIP FUND 2,500
    MANDEL JEWISH COMMUNTY CENTER
    PO BOX 609
    PITTSBURGH,PA15230
    NONE PUBLIC CHARITY JEWISH FILM FEST 7,500
    BEECH BROOK
    PO BOX 609
    PITTSBURGH,PA15230
    NONE PUBLIC CHARITY FAMILY HEALTH CENTER 2,500
    CLEVELAND SOCIETY FOR THE BLIND
    PO BOX 609
    PITTSBURGH,PA15230
    NONE PUBLIC CHARITY OPERATION SUPPORT 5,000
    JEWISH FEDERATION OF CLEVELAND
    PO BOX 609
    PITTSBURGH,PA15230
    NONE PUBLIC CHARITY GENERAL PURPOSES 27,000
    HUNGER NETWORK OF GREATER
    CLEVELAND
    PO BOX 609
    PITTSBURGH,PA15230
    NONE PUBLIC CHARITY EQUIPMENT PURCHASE 12,000
    CLEVELAND MUSEUM OF NATURAL
    HISTORY
    PO BOX 609
    PITTSBURGH,PA15230
    NONE PUBLIC CHARITY GENERAL SUPPORT 3,500
    UNIVERSITY HOSPITAL
    HEALTH SYSTEM
    PO BOX 609
    PITTSBURGH,PA15230
    NONE PUBLIC CHARITY GENERAL SUPPORT 5,000
    SENIOR CITIZENS RESOURCES
    PO BOX 609
    PITTSBURGH,PA15230
    NONE PUBLIC CHARITY GENERAL SUPPORT 1,000
    KOL ISRAEL FOUNATION
    PO BOX 609
    PITTSBURGH,PA15230
    NONE PUBLIC CHARITY GENERAL SUPPORT 5,000
    NATIONAL INVENTORS HALL
    OF FAME
    PO BOX 609
    PITTSBURGH,PA15230
    NONE PUBLIC CHARITY GENERAL SUPPORT 2,000
    FAMILY PROMISE OF GREATER
    CLEVELAND
    PO BOX 609
    PITTSBURGH,PA15230
    NONE PUBLIC CHARITY GENERAL SUPPORT 2,000
    CONTEMPORARY YOUTH
    ORCHESTRA
    PO BOX 609
    PITTSBURGH,PA15230
    NONE PUBLIC CHARITY GENERAL SUPPORT 2,500
    SHAKER LAKES REGIONAL NATURE
    CENTER
    PO BOX 609
    PITTSBURGH,PA15230
    NONE PUBLIC CHARITY GENERAL SUPPORT 2,500
    CHAMBERFEST CLEVELAND
    PO BOX 609
    PITTSBURGH,PA15230
    NONE PUBLIC CHARITY GENERAL SUPPORT 2,500
    WELL COMMUNITY DEVELOPMENT
    PO BOX 609
    PITTSBURGH,PA15230
    NONE PUBLIC CHARITY GENERAL SUPPORT 2,000
    INTERNATIONAL ASSOCIATION
    OF JEWISH
    PO BOX 609
    PITTSBURGH,PA15230
    NONE PUBLIC CHARITY GENERAL SUPPORT 5,000
    OHIOGUIDESTONE
    PO BOX 609
    PITTSBURGH,PA15230
    NONE PUBLIC CHARITY GENERAL SUPPORT 5,000
    LAKE ERIE JUNIOR NATURE AND
    SCIENCE CENTER
    PO BOX 609
    PITTSBURGH,PA15230
    NONE PUBLIC CHARITY GENERAL SUPPORT 2,000
    LEGAL AID SOCIETY OF CLEVELAND
    PO BOX 609
    PITTSBURGH,PA15230
    NONE PUBLIC CHARITY GENERAL SUPPORT 2,000
    OPPORTUNITY PARISH ECUMENICAL
    PO BOX 609
    PITTSBURGH,PA15230
    NONE PUBLIC CHARITY GENERAL SUPPORT 2,500
    CHILDRENS MUSEUM OF
    CLEVELAND
    PO BOX 609
    PITTSBURGH,PA15230
    NONE PUBLIC CHARITY GENERAL SUPPORT 5,000
    AKRON CANTON REGIONAL FOODBANK
    PO BOX 609
    PITTSBURGH,PA15230
    NONE PUBLIC CHARITY GENERAL SUPPORT 2,500
    HATTIE LARLHAM FOUNDATION
    PO BOX 609
    PITTSBURGH,PA15230
    NONE PUBLIC CHARITY GENERAL SUPPORT 2,000
    VALUES IN ACTION FOUNDATION
    PO BOX 609
    PITTSBURGH,PA15230
    NONE PUBLIC CHARITY GENERAL SUPPORT 2,500
    CONSERVANCY FOR CUYAHOGA
    VALLEY
    PO BOX 609
    PITTSBURGH,PA15230
    NONE PUBLIC CHARITY GENERAL SUPPORT 2,000
    CLEVELAND INSTITUTE OF MUSIC
    PO BOX 609
    PITTSBURGH,PA15230
    NONE PUBLIC CHARITY GENERAL SUPPORT 5,000
    CASE WESTERN RESERVE
    UNIVERSITY
    PO BOX 609
    PITTSBURGH,PA15230
    NONE PUBLIC CHARITY GENERAL SUPPORT 20,000
    CHILDRENS HOSPITAL OF
    AKRON
    PO BOX 609
    PITTSBURGH,PA15230
    NONE PUBLIC CHARITY GENERAL SUPPORT 7,500
    GREAT LAKES MUSEUM OF SCIENCE
    PO BOX 609
    PITTSBURGH,PA15230
    NONE PUBLIC CHARITY GENERAL SUPPORT 4,000
    HEBREW FREE LOAN ASSOC
    PO BOX 609
    PITTSBURGH,PA15230
    NONE PUBLIC CHARITY GENERAL SUPPORT 3,000
    NORTH COAST COMMUNITY HOMES
    PO BOX 609
    PITTSBURGH,PA15230
    NONE PUBLIC CHARITY GENERAL SUPPORT 3,000
    JEWISH FEDERATION OF CLEVELAND
    PO BOX 609
    PITTSBURGH,PA15230
    NONE PUBLIC CHARITY GENERAL SUPPORT 10,000
    CUYAHOGA COMMUNITY COLLEGE
    PO BOX 609
    PITTSBURGH,PA15230
    NONE PUBLIC CHARITY GENERAL SUPPORT 2,000
    JEWISH FAMILY SERVICES
    PO BOX 609
    PITTSBURGH,PA15230
    NONE PUBLIC CHARITY GENERAL SUPPORT 7,500
    Total .................................bullet 3a 439,850
    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....     14 217,011  
    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 ............
        18 393,489  
    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)..   610,500  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    610,500
    (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 OtherExpensesSchedule
    Name:
    EMMA R FOX CHAR TRUST MUT FDS
    EIN:
    34-6511198
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    STATE FILING FEES 200 0   200


    TY 2018 OtherIncreasesSchedule
    Name:
    EMMA R FOX CHAR TRUST MUT FDS
    EIN:
    34-6511198
    Description Amount
    CARRYING VALUE ADJUSTMENT 1,146


    TY 2018 TaxesSchedule
    Name:
    EMMA R FOX CHAR TRUST MUT FDS
    EIN:
    34-6511198
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 1,353 1,353   0
    FEDERAL TAX PAYMENT - PRIOR YE 4,857 0   0
    FEDERAL ESTIMATES - PRINCIPAL 8,297 0   0