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
GRIFFITH FAMILY CHARITABLE REMAINDER UNITRUST
 
Number and street (or P.O. box number if mail is not delivered to street address)116 ALLEGHENY CENTER MALL P8YB3502L
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH, PA15212
A Employer identification number

22-6881544
B Telephone number (see instructions)

(412) 768-9969
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$1,858,317J 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) 447,791
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 30,631 30,631  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 423,147
b Gross sales price for all assets on line 6a 2,140,421
7 Capital gain net income (from Part IV, line 2)... 423,147
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 32    
12 Total. Add lines 1 through 11........ 901,601 453,778  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 23,789 19,031   4,758
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 2,641 137   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)....... Click to see attachment 795 795    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 27,225 19,963 0 4,758
25 Contributions, gifts, grants paid....... 47,167 47,167
26 Total expenses and disbursements. Add lines 24 and 25 74,392 19,963 0 51,925
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 827,209
b Net investment income (if negative, enter -0-) 433,815
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......... 108,398 99,167 99,167
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).......... 1,130,293 Click to see attachment1,966,733 1,759,150
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) 1,238,691 2,065,900 1,858,317
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........ 1,216,164 2,043,373
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 22,527 22,527
30 Total net assets or fund balances (see instructions)..... 1,238,691 2,065,900
31 Total liabilities and net assets/fund balances (see instructions). 1,238,691 2,065,900
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
1,238,691
2
Enter amount from Part I, line 27a .....................
2
827,209
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
2,065,900
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
2,065,900
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 210.267 BAIRD MIDCAP INST   2016-04-06 2018-04-02
b 144.816 HARDING LOEVNER INTERNATIONAL EQUITY PORTFOLIO   2014-08-05 2018-04-02
c 102. ISHARES MSCI EMERGING MKTS INDEX FUND   2014-08-05 2018-04-02
d 198. ISHARES MSCI EMERGING MKTS INDEX FUND   2017-11-30 2018-04-02
e 3. ISHARES TR S&P SMLCP VALU   2016-10-03 2018-04-02
11. ISHARES TR S&P SMLCP GROW   2016-10-03 2018-04-02
9. ISHARES MSCI EAFE SMALL-CAP ETF   2017-11-30 2018-04-02
34. ISHARES EDGE MSCI USA QUALITY FACTOR ETF   2017-04-28 2018-04-02
51. ISHARES EDGE MSCI USA VALUE FACTOR ETF   2016-10-03 2018-04-02
52.827 T ROWE PRICE GROWTH STOCK FUND   2017-12-29 2018-04-02
54.148 T ROWE PRICE GROWTH STOCK FUND   2014-08-05 2018-04-02
5.071 ROWE T PRICE VALUE FD INC COM   2017-12-29 2018-04-02
8. SECTOR SPDR TR SBI INT-TECH     2018-04-02
872.424 TOUCHSTONE SANDS CAPITAL SELECT GROWTH FD CLASS Y   2014-08-05 2018-04-02
167.703 WASATCH INTL OPPORTUNIT-INST   2016-05-26 2018-04-02
110. WISDOMTREE U.S. QUALITY DIVI ETF   2016-10-03 2018-04-02
1. CROCS INC   2001-01-01 2018-04-27
136. ISHARES MSCI EAFE SMALL-CAP ETF   2017-11-30 2018-04-30
185. ISHARES MSCI EMERGING MKTS INDEX FUND   2014-08-05 2018-05-31
6. SECTOR SPDR TR SBI INT-TECH   2017-04-28 2018-05-31
140. APPLE INC   2008-02-07 2018-06-27
1. OMNIVISION TECHNOLOGIES INC. XXX-XX-XXXX   2001-01-01 2018-07-20
1255.138 CAMBIAR INTL EQUITY FUND-INS     2018-08-29
26.628 CAMBIAR INTL EQUITY FUND-INS   2018-04-02 2018-08-29
1069.527 ARTISAN INTERNATIONAL FD-ADV     2018-08-29
22.933 ARTISAN INTERNATIONAL FD-ADV   2018-04-02 2018-08-29
3757.868 BAIRD MIDCAP INST     2018-08-29
1647.143 HARDING LOEVNER INTERNATIONAL EQUITY PORTFOLIO     2018-08-29
149.232 MFS VALUE FUND CLASS I FUND 893   2018-04-02 2018-08-29
4232.395 MFS VALUE FUND CLASS I FUND 893     2018-08-29
5397.005 MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND CLASS I     2018-08-29
331.029 MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND CLASS I     2018-08-29
2422.154 T ROWE PRICE GROWTH STOCK FUND     2018-08-29
195.633 ROWE T PRICE VALUE FD INC COM   2017-12-29 2018-08-29
4767.527 ROWE T PRICE VALUE FD INC COM     2018-08-29
591.188 T ROWE PRICE REAL ESTATE FUND FD 122     2018-08-29
57.401 TEMPLETON INSTL FDS INC FOREIGN EQUITY SER   2018-04-02 2018-08-29
1609.367 TEMPLETON INSTL FDS INC FOREIGN EQUITY SER     2018-08-29
7191.129 TOUCHSTONE SANDS CAPITAL SELECT GROWTH FD CLASS Y     2018-08-29
2144.218 TOUCHSTONE SANDS CAPITAL SELECT GROWTH FD CLASS Y   2017-12-29 2018-08-29
5199.179 WASATCH INTL OPPORTUNIT-INST     2018-08-29
1955.835 WELLS FARGO SPECIAL US MID CAP VALUE I     2018-08-29
12.984 WELLS FARGO SPECIAL US MID CAP VALUE I   2018-04-02 2018-08-29
25. XTRACKERS MSCI JAPAN HEDGED ETF   2018-04-02 2018-09-06
406. XTRACKERS MSCI JAPAN HEDGED ETF     2018-09-06
144.16 XTRACKERS MSCI EUROPE HEDGED ETF     2018-09-06
1692.84 XTRACKERS MSCI EUROPE HEDGED ETF     2018-09-06
1959.16 XTRACKERS MSCI EUROPE HEDGED ETF     2018-09-06
166.84 XTRACKERS MSCI EUROPE HEDGED ETF     2018-09-06
784. ISHARES MSCI EMERGING MKTS INDEX FUND     2018-09-06
853. ISHARES MSCI EMERGING MKTS INDEX FUND     2018-09-06
133. ISHARES TR S&P SMLCP VALU     2018-09-06
117. ISHARES TR S&P SMLCP VALU     2018-09-06
219. ISHARES TR S&P SMLCP GROW     2018-09-06
522. ISHARES EDGE MSCI USA QUALITY FACTOR ETF     2018-09-06
1162. ISHARES EDGE MSCI USA VALUE FACTOR ETF     2018-09-06
91. ISHARES EDGE MSCI USA VALUE FACTOR ETF     2018-09-06
30. SPDR TR UNIT SER 1   2014-11-17 2018-09-06
50. SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST   2014-11-17 2018-09-06
120. SECTOR SPDR TR SBI INT-ENERGY   2018-05-31 2018-09-06
38. SECTOR SPDR TR SBI INT-ENERGY   2016-12-30 2018-09-06
323. AMEX FINANCIAL SELECT SPDR   2018-04-30 2018-09-06
122. AMEX FINANCIAL SELECT SPDR   2017-01-31 2018-09-06
131. SECTOR SPDR TR SBI INT-TECH   2017-04-28 2018-09-06
2709. WISDOMTREE U.S. QUALITY DIVI ETF     2018-09-06
5. BOSTON PPTYS INC REIT   2018-09-06 2018-09-07
19. SANGAMO THERAPEUTICS INC   2018-09-06 2018-09-07
9. WEIGHT WATCHERS INTL INC   2018-09-06 2018-09-07
60. INVESCO QQQ TRUST ETF   2014-11-17 2018-09-10
1194. ISHARES EDGE MSCI USA QUALITY FACTOR ETF     2018-09-10
3. O REILLY AUTOMOTIVE INC   2018-09-06 2018-09-10
240. WISDOMTREE U.S. QUALITY DIVI ETF     2018-09-10
6. AT HOME GROUP INC   2018-09-06 2018-09-12
3. TACTILE SYSTEMS TECHNOLOGY I   2018-09-06 2018-09-12
4. WEIGHT WATCHERS INTL INC   2018-09-06 2018-09-12
48. XL GROUP LIMITED SEDOL BD95VZ8   2018-09-06 2018-09-12
2. FIVE BELOW   2018-09-06 2018-09-13
9. FRESHPET INC   2018-09-06 2018-09-13
5. BADGER METER INC   2018-09-06 2018-09-14
3. PAYLOCITY HOLDING CORP   2018-09-06 2018-09-17
1. LOXO ONCOLOGY INC MERGED 2/19/19 @ $235.00 P/S   2018-09-14 2018-09-18
1. PENUMBRA INC   2018-09-06 2018-09-18
3. TREX INC COM   2018-09-06 2018-09-18
3. WEIGHT WATCHERS INTL INC   2018-09-06 2018-09-18
34. FAST RETAILING CO ADR UNSPONSORED   2018-09-06 2018-09-20
3. RINGCENTRAL INC-CLASS A   2018-09-06 2018-09-20
2. PAYLOCITY HOLDING CORP   2018-09-06 2018-09-21
9. XILINX INC COM   2018-09-06 2018-09-21
7. BADGER METER INC   2018-09-06 2018-09-24
15. ROCKWELL COLLINS INC COM   2018-09-06 2018-09-26
2. BECTON DICKINSON & CO   2018-09-06 2018-09-27
5. ECOLAB INC   2018-09-06 2018-09-28
4. GTT COMMUNICATIONS INC   2018-09-06 2018-09-28
2. INSPERITY INC   2018-09-06 2018-09-28
5. REALPAGE, INC.   2018-09-06 2018-09-28
10. XILINX INC COM   2018-09-06 2018-09-28
3. TEXAS CAP BANCSHARES INC   2018-09-06 2018-10-01
8. XILINX INC COM   2018-09-06 2018-10-02
5. EURONET SVCS INC COM   2018-09-06 2018-10-03
6. GTT COMMUNICATIONS INC   2018-09-06 2018-10-03
.93 BOK FINL CORP NEW   2018-09-06 2018-10-04
4. BOK FINL CORP NEW   2018-09-06 2018-10-04
3. BECTON DICKINSON & CO   2018-09-06 2018-10-04
51. CANADIAN NATURAL RESOURCES SEDOL 2171573   2018-09-06 2018-10-04
11. CERNER CORP   2018-09-06 2018-10-04
3. CURTISS WRIGHT CORP   2018-09-06 2018-10-05
3. SAREPTA THERAPEUTICS INC   2018-09-06 2018-10-05
14. TJX COS INC NEW COM   2018-09-06 2018-10-05
2. CURTISS WRIGHT CORP   2018-09-06 2018-10-08
2. ALIGN TECHNOLOGY INC   2018-09-06 2018-10-09
3. BADGER METER INC   2018-09-06 2018-10-09
5. EURONET SVCS INC COM   2018-09-06 2018-10-09
12. GTT COMMUNICATIONS INC   2018-09-06 2018-10-09
2. INSPERITY INC   2018-09-06 2018-10-09
4. EVERBRIDGE INC   2018-09-06 2018-10-10
8. WOODWARD INC   2018-09-06 2018-10-10
28. GRAMERCY PROPERTY TRUST MERGED 10/10/18 @ $27.50 P/S   2018-09-06 2018-10-11
8. ALTAIR ENGINEERING INC - A   2018-09-06 2018-10-12
8. AMERICAN WATER WORKS CO INC   2018-09-06 2018-10-12
2. EVERBRIDGE INC   2018-09-06 2018-10-12
9. HOME BANCSHARES INC   2018-09-06 2018-10-12
2. INSPERITY INC   2018-09-06 2018-10-12
6. TEXAS CAP BANCSHARES INC   2018-09-06 2018-10-12
16. PENTAIR PLC SEDOL BLS09M3   2018-09-06 2018-10-12
4. AVALONBAY COMMUNITIES INC REIT   2018-09-06 2018-10-15
18. HOME BANCSHARES INC   2018-09-06 2018-10-15
6. UNIVERSAL HEALTH SERVICES INC CLASS B   2018-09-06 2018-10-16
5. ALTAIR ENGINEERING INC - A   2018-09-06 2018-10-17
20. HOME BANCSHARES INC   2018-09-06 2018-10-17
6. SAIA INC   2018-09-06 2018-10-17
5. WOODWARD INC   2018-09-06 2018-10-17
3. HOME BANCSHARES INC   2018-09-06 2018-10-18
8. INSTRUCTURE INC   2018-09-12 2018-10-18
1. WEIGHT WATCHERS INTL INC   2018-09-06 2018-10-18
7. INTERSECT ENT INC   2018-09-06 2018-10-22
5. TREX INC COM   2018-09-06 2018-10-22
7. DAIMLER AG ORD ISIN DE007100000 SEDOL 5529027   2018-10-18 2018-10-22
7. DAIMLER AG ORD ISIN DE007100000 SEDOL 5529027   2018-10-18 2018-10-23
8. INSTRUCTURE INC     2018-10-24
7. INTERSECT ENT INC   2018-09-06 2018-10-24
14. CANTEL MEDICAL CORP   2018-09-06 2018-10-25
9. INTERSECT ENT INC   2018-09-06 2018-10-25
4. PHILIP MORRIS INTERNAT-W/I   2018-09-06 2018-10-25
6. QUANTA SVCS INC   2018-09-06 2018-10-25
2. SJW GROUP   2018-09-06 2018-10-25
2. WINGSTOP INC   2018-09-06 2018-10-25
1. BLUEBIRD BIO INC   2018-09-06 2018-10-26
5. FRESHPET INC   2018-09-06 2018-10-26
4. INTERSECT ENT INC   2018-09-06 2018-10-26
2. QUANTA SVCS INC   2018-09-06 2018-10-26
6. SAIA INC   2018-09-06 2018-10-26
2. EURONET SVCS INC COM   2018-09-06 2018-10-29
1. HUBSPOT INC   2018-10-18 2018-10-29
8. INSTRUCTURE INC   2018-09-06 2018-10-29
3. SAIA INC   2018-09-06 2018-10-29
7. MELLANOX TECHNOLOGIES LTD ISIN IL0011017329 SEDOL B196S6   2018-09-06 2018-10-29
9. ALTAIR ENGINEERING INC - A   2018-09-06 2018-10-30
1. BLUEBIRD BIO INC   2018-09-06 2018-10-30
2. TREX INC COM   2018-09-06 2018-10-30
9. QUANTA SVCS INC   2018-09-06 2018-10-31
6. TREX INC COM   2018-09-06 2018-10-31
4. WEIGHT WATCHERS INTL INC   2018-09-06 2018-10-31
4. WOODWARD INC   2018-09-06 2018-11-01
7. FRESHPET INC   2018-09-06 2018-11-02
1. INSPERITY INC   2018-09-06 2018-11-02
4. INSTRUCTURE INC   2018-09-06 2018-11-02
1. LOXO ONCOLOGY INC MERGED 2/19/19 @ $235.00 P/S   2018-09-06 2018-11-02
7. MYRIAD GENETICS INC     2018-11-02
13. EQUINOR ASA SPONSORED ADR SEDOL BF4K3J0   2018-10-18 2018-11-05
9. INSTRUCTURE INC   2018-09-06 2018-11-05
2. WEIGHT WATCHERS INTL INC   2018-09-06 2018-11-05
12. EQUINOR ASA SPONSORED ADR SEDOL BF4K3J0   2018-10-18 2018-11-06
15. ALLOGENE THERAPEUTICS INC   2018-10-12 2018-11-07
15. FRESHPET INC   2018-09-06 2018-11-07
3. LINDSAY CORPORATION   2018-09-06 2018-11-07
4. MASTEC INC   2018-09-28 2018-11-08
8. SINCLAIR BROADCAST GROUP INC CL A   2018-09-17 2018-11-08
11. ALTAIR ENGINEERING INC - A   2018-09-06 2018-11-09
1. EURONET SVCS INC COM   2018-09-06 2018-11-09
2. EVERBRIDGE INC   2018-09-06 2018-11-09
123. K2M GROUP HOLDINGS INC MERGED 11/09/18 @ $27.50 P/S     2018-11-09
1. LOXO ONCOLOGY INC MERGED 2/19/19 @ $235.00 P/S   2018-11-06 2018-11-09
8. MASTEC INC     2018-11-09
10. MYRIAD GENETICS INC     2018-11-09
9. SINCLAIR BROADCAST GROUP INC CL A     2018-11-09
1. CLOROX CO   2018-09-06 2018-11-12
4. MASTEC INC   2018-09-06 2018-11-12
6. MYRIAD GENETICS INC   2018-09-06 2018-11-12
9. SINCLAIR BROADCAST GROUP INC CL A   2018-09-06 2018-11-12
4. EURONET SVCS INC COM   2018-09-06 2018-11-13
7. MASTEC INC   2018-09-06 2018-11-13
8. SINCLAIR BROADCAST GROUP INC CL A   2018-09-06 2018-11-13
25. STEELCASE INC CL A   2018-09-06 2018-11-13
147. CK HUTCHISON HOLDIN-UNSP ADR ADR SEDOL BWH65X2   2018-09-06 2018-11-14
6. OLLIE'S BARGAIN OUTLET HOLDI   2018-09-06 2018-11-14
7. SINCLAIR BROADCAST GROUP INC CL A   2018-09-06 2018-11-14
59. CTRIP COM INTL LTD AMERICAN DEP SHS     2018-11-15
4. EVERBRIDGE INC   2018-09-06 2018-11-15
7. GRAY TELEVISION, INC. COM   2018-09-06 2018-11-15
23. LUXOTTICA GROUP S P A SPONSORED ADR   2018-09-06 2018-11-15
10. SINCLAIR BROADCAST GROUP INC CL A   2018-09-06 2018-11-15
34. STARBUCKS CORP COM   2018-09-06 2018-11-15
10. NIKE INC CL B   2018-09-06 2018-11-16
5. LINDSAY CORPORATION   2018-09-06 2018-11-19
5. SINCLAIR BROADCAST GROUP INC CL A   2018-09-06 2018-11-19
.772 BANCO SANTANDER S A ADR   2018-09-06 2018-11-20
4. HUBSPOT INC     2018-11-20
3. TACTILE SYSTEMS TECHNOLOGY I   2018-09-06 2018-11-20
20. TORAY INDUSTRIES - ADR ISIN US8908802064   2018-09-06 2018-11-20
3. TACTILE SYSTEMS TECHNOLOGY I   2018-09-06 2018-11-21
1. NU SKIN ENTERPRISES 67018T105   2001-01-01 2018-11-23
4. CLOROX CO   2018-09-06 2018-11-26
7. AMERICAN WATER WORKS CO INC   2018-09-06 2018-11-27
1. LOXO ONCOLOGY INC MERGED 2/19/19 @ $235.00 P/S   2018-09-06 2018-11-28
1. LOXO ONCOLOGY INC MERGED 2/19/19 @ $235.00 P/S   2018-10-22 2018-11-29
5. BOSTON PPTYS INC REIT   2018-09-06 2018-11-30
1. AVON PRODUCTS, INC SECURITIES LITIGATION XXX-XX-XXXX   2001-01-01 2018-11-30
17. XILINX INC COM   2018-09-06 2018-11-30
15. APPTIO INC - CLASS A   2018-09-06 2018-12-03
10. BADGER METER INC   2018-09-06 2018-12-03
4. KUBOTA CORP SPON ADR   2018-09-06 2018-12-03
3. AGIOS PHARMACEUTICALS INC   2018-09-06 2018-12-04
7. APTARGROUP INC   2018-09-06 2018-12-04
3. BLUEBIRD BIO INC   2018-09-06 2018-12-04
10. CALIFORNIA WTR SVC GROUP   2018-09-06 2018-12-04
5. ECOLAB INC   2018-09-06 2018-12-04
98. FANUC CORP ADR   2018-09-06 2018-12-04
4. LINDSAY CORPORATION   2018-09-06 2018-12-04
3. MIDDLESEX WATER CO   2018-09-06 2018-12-04
8. SYSCO CORP COM   2018-09-06 2018-12-04
4. WATERS CORP   2018-09-06 2018-12-04
7. CALIFORNIA WTR SVC GROUP     2018-12-06
14. CARBONITE INC   2018-09-06 2018-12-06
3. LINDSAY CORPORATION   2018-09-06 2018-12-06
.12 PEBBLEBROOK HOTEL TRUST   2018-09-06 2018-12-06
7. AMERIS BANCORP   2018-09-06 2018-12-07
8. APPIAN CORP   2018-10-30 2018-12-07
31. FOREST CITY REALTY TRUST- A MERGED 12/07/18 @ $25.35 P/S   2018-09-06 2018-12-10
24. IMMUNOMEDICS INC   2018-09-06 2018-12-10
10. MASTEC INC   2018-09-06 2018-12-10
8. AUTOLIV INC   2018-09-06 2018-12-12
20. CDW CORP/DE   2018-09-06 2018-12-12
25. HEALTHCARE REALTY TRUST REIT   2018-09-06 2018-12-12
4. INGEVITY CORP     2018-12-12
8. SMITH & NEPHEW PLC SPDN ADR   2018-09-06 2018-12-12
3. LHC GROUP INC   2018-09-06 2018-12-13
7. UMB FINL CORP   2018-09-06 2018-12-13
1. WHITE MOUNTAINS INSURANCE GRP   2018-09-06 2018-12-13
8. AMERIS BANCORP   2018-09-06 2018-12-14
36. APPTIO INC - CLASS A     2018-12-14
8. GRAY TELEVISION, INC. COM   2018-09-06 2018-12-14
6. INGEVITY CORP     2018-12-17
6. METLIFE INC COM   2018-10-18 2018-12-17
35. SCHLUMBERGER LTD COM     2018-12-17
15. SEVEN & I HOLDINGS UNSPN ADR   2018-09-06 2018-12-17
6. VERIZON COMMUNICATIONS COM   2018-10-18 2018-12-17
12. AMERIS BANCORP     2018-12-18
15. CALIFORNIA WTR SVC GROUP   2018-09-28 2018-12-18
253. LLOYDS TSB GROUP PLC SPONSORED ADR   2018-09-06 2018-12-18
25. PACIFIC GAS & ELEC CO 1ST PFD 6%   2018-09-06 2018-12-18
.4 SPIRIT REALTY CAPITAL INC   2018-09-06 2018-12-18
14. GRAY TELEVISION, INC. COM   2018-09-06 2018-12-19
7. GARTNER INC   2018-09-06 2018-12-20
11. GRAY TELEVISION, INC. COM   2018-09-06 2018-12-20
15. AFLAC INC   2018-09-06 2018-12-21
6. ENVESTNET INC     2018-12-21
32. SYSMEX CORP UNSPONSORED ADR   2018-09-06 2018-12-21
8. WR BERKLEY CORP   2018-09-06 2018-12-24
43. EXPRESS SCRIPTS HLDG CO MERGED 12/21/18 @ $48.75 P/S   2018-09-10 2018-12-24
14. GRAY TELEVISION, INC. COM   2018-09-06 2018-12-24
14. SECOM LTD UNSPON ADR   2018-09-06 2018-12-24
1. WHITE MOUNTAINS INSURANCE GRP   2018-09-06 2018-12-24
17. PHILIP MORRIS INTERNAT-W/I   2018-09-06 2018-12-26
16. PERRIGO CO LTD SEDOL BGH1M56     2018-12-26
56. MAZOR ROBOTICS LTD-SPON ADR MERGED 12/27/18 @ $58.45 P/S     2018-12-27
44. OCEANEERING INTERNATIONAL INC   2018-09-06 2018-12-27
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 4,107   3,183 924
b 3,282   2,666 616
c 4,829   4,475 354
d 9,374   9,177 197
e 444   372 72
1,880   1,500 380
578   574 4
2,747   2,491 256
4,091   3,320 771
3,353   3,310 43
3,437   2,893 544
181   189 -8
512   462 50
13,540   15,904 -2,364
594   483 111
4,336   3,543 793
15   15  
8,945   8,677 268
8,437   8,116 321
420   326 94
25,903   2,400 23,503
24     24
34,454   30,475 3,979
731   740 -9
36,193   29,322 6,871
776   756 20
83,800   56,894 26,906
38,691   27,798 10,893
6,168   5,766 402
174,925   126,759 48,166
104,972   103,347 1,625
6,439   6,452 -13
176,502   121,571 54,931
7,459   7,301 158
181,786   161,859 19,927
17,121   12,399 4,722
1,238   1,223 15
34,714   32,553 2,161
135,265   109,636 25,629
40,333   31,220 9,113
18,925   14,974 3,951
76,630   62,821 13,809
509   475 34
1,026   1,037 -11
16,654   17,026 -372
4,016   4,064 -48
47,162   47,934 -772
54,582   55,475 -893
4,648   4,703 -55
32,622   29,846 2,776
35,493   32,473 3,020
22,700   13,633 9,067
19,969   11,993 7,976
45,248   26,180 19,068
46,724   35,093 11,631
101,790   75,654 26,136
7,972   5,925 2,047
8,640   6,116 2,524
13,017   8,804 4,213
8,754   9,161 -407
2,772   2,874 -102
9,147   8,978 169
3,455   2,841 614
9,647   7,124 2,523
118,896   87,263 31,633
645   652 -7
257   250 7
602   599 3
10,893   6,180 4,713
106,921   80,269 26,652
1,041   1,035 6
10,545   7,731 2,814
197   206 -9
204   207 -3
288   266 22
2,765   2,750 15
264   230 34
332   340 -8
274   279 -5
256   239 17
159   165 -6
152   142 10
251   257 -6
211   200 11
1,717   1,661 56
272   280 -8
163   160 3
712   702 10
376   390 -14
2,108   2,089 19
521   512 9
782   767 15
173   160 13
234   235 -1
329   304 25
802   780 22
248   271 -23
643   624 19
593   490 103
276   240 36
89   96 -7
388   414 -26
771   769 2
1,647   1,675 -28
712   714 -2
403   404 -1
429   428 1
1,541   1,549 -8
263   269 -6
679   741 -62
153   167 -14
575   490 85
517   480 37
226   235 -9
197   240 -43
613   635 -22
770   768 2
274   328 -54
695   716 -21
98   120 -22
189   211 -22
214   235 -21
471   541 -70
632   697 -65
689   737 -48
363   422 -59
735   758 -23
178   205 -27
404   469 -65
388   475 -87
380   397 -17
63   70 -7
259   329 -70
66   67 -1
192   205 -13
304   428 -124
408   419 -11
411   419 -8
262   318 -56
195   205 -10
1,127   1,321 -194
240   263 -23
361   314 47
183   206 -23
126   118 8
133   138 -5
114   154 -40
188   189 -1
106   117 -11
63   69 -6
344   475 -131
223   196 27
130   138 -8
253   317 -64
175   237 -62
581   536 45
326   369 -43
108   154 -46
115   171 -56
285   309 -24
363   513 -150
265   266 -1
296   318 -22
253   264 -11
111   118 -7
149   159 -10
170   163 7
282   330 -48
336   343 -7
319   357 -38
95   133 -38
307   317 -10
499   409 90
507   566 -59
324   269 55
202   180 22
254   226 28
366   451 -85
110   98 12
113   120 -7
3,383   3,362 21
164   174 -10
395   341 54
304   463 -159
286   251 35
161   150 11
198   165 33
185   277 -92
284   248 36
435   392 43
327   288 39
251   221 30
412   372 40
1,486   1,680 -194
546   525 21
219   193 26
1,538   2,097 -559
184   240 -56
131   116 15
1,402   1,465 -63
304   276 28
2,294   1,847 447
742   807 -65
497   449 48
152   138 14
4   4  
436   569 -133
161   207 -46
319   292 27
160   207 -47
35   25 10
651   600 51
644   627 17
147   163 -16
145   161 -16
649   652 -3
25   25  
1,545   1,325 220
571   570 1
567   557 10
350   304 46
173   243 -70
726   767 -41
350   462 -112
451   422 29
797   767 30
1,554   1,865 -311
400   359 41
158   141 17
536   601 -65
805   770 35
310   295 15
395   595 -200
292   269 23
4   4  
271   347 -76
238   201 37
786   780 6
420   597 -177
406   412 -6
623   686 -63
1,837   1,751 86
770   765 5
320   361 -41
311   287 24
307   298 9
439   531 -92
906   925 -19
279   397 -118
1,362   1,357 5
138   132 6
491   537 -46
238   260 -22
1,379   1,978 -599
323   303 20
340   326 14
382   521 -139
711   632 79
636   794 -158
470   643 -173
15   17 -2
230   231 -1
895   1,071 -176
178   182 -4
652   704 -52
285   375 -90
758   1,383 -625
562   632 -70
4,003   3,885 118
201   231 -30
284   284  
833   925 -92
1,103   1,334 -231
602   881 -279
3,273   3,259 14
511   1,162 -651
      13,868
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       924
b       616
c       354
d       197
e       72
      380
      4
      256
      771
      43
      544
      -8
      50
      -2,364
      111
      793
       
      268
      321
      94
      23,503
      24
      3,979
      -9
      6,871
      20
      26,906
      10,893
      402
      48,166
      1,625
      -13
      54,931
      158
      19,927
      4,722
      15
      2,161
      25,629
      9,113
      3,951
      13,809
      34
      -11
      -372
      -48
      -772
      -893
      -55
      2,776
      3,020
      9,067
      7,976
      19,068
      11,631
      26,136
      2,047
      2,524
      4,213
      -407
      -102
      169
      614
      2,523
      31,633
      -7
      7
      3
      4,713
      26,652
      6
      2,814
      -9
      -3
      22
      15
      34
      -8
      -5
      17
      -6
      10
      -6
      11
      56
      -8
      3
      10
      -14
      19
      9
      15
      13
      -1
      25
      22
      -23
      19
      103
      36
      -7
      -26
      2
      -28
      -2
      -1
      1
      -8
      -6
      -62
      -14
      85
      37
      -9
      -43
      -22
      2
      -54
      -21
      -22
      -22
      -21
      -70
      -65
      -48
      -59
      -23
      -27
      -65
      -87
      -17
      -7
      -70
      -1
      -13
      -124
      -11
      -8
      -56
      -10
      -194
      -23
      47
      -23
      8
      -5
      -40
      -1
      -11
      -6
      -131
      27
      -8
      -64
      -62
      45
      -43
      -46
      -56
      -24
      -150
      -1
      -22
      -11
      -7
      -10
      7
      -48
      -7
      -38
      -38
      -10
      90
      -59
      55
      22
      28
      -85
      12
      -7
      21
      -10
      54
      -159
      35
      11
      33
      -92
      36
      43
      39
      30
      40
      -194
      21
      26
      -559
      -56
      15
      -63
      28
      447
      -65
      48
      14
       
      -133
      -46
      27
      -47
      10
      51
      17
      -16
      -16
      -3
       
      220
      1
      10
      46
      -70
      -41
      -112
      29
      30
      -311
      41
      17
      -65
      35
      15
      -200
      23
       
      -76
      37
      6
      -177
      -6
      -63
      86
      5
      -41
      24
      9
      -92
      -19
      -118
      5
      6
      -46
      -22
      -599
      20
      14
      -139
      79
      -158
      -173
      -2
      -1
      -176
      -4
      -52
      -90
      -625
      -70
      118
      -30
       
      -92
      -231
      -279
      14
      -651
       
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 2 423,147
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 21,042 1,241,929 0.016943
2016 21,175 1,131,430 0.018715
2015 65,606 1,191,668 0.055054
2014 64,450 1,210,613 0.053237
2013 60,839 1,086,227 0.056009
2
Total of line 1, column (d) .....................
2
0.199958
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
0.039992
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
1,118,714
5
Multiply line 4 by line 3......................
5
44,740
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
4,338
7
Add lines 5 and 6........................
7
49,078
8
Enter qualifying distributions from Part XII, line 4,.............
8
51,925
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 4,338
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 4,338
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 4,338
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 1,286
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 1,286
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 3,052
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)
    bulletNJ
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletPNC BANK NA Telephone no.bullet (412) 768-9969

    Located atbullet116 ALLEGHENY CENTER MALLPITTSBURGHPA ZIP+4bullet15212
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    PNC BANK N A TRUSTEE
    4     		23,789    
    116 ALLEGHENY CENTER MALL
    PITTSBURGH,PA15212
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    1,135,750
    b
    Average of monthly cash balances.......................
    1b
    0
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,135,750
    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
    1,135,750
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    17,036
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,118,714
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    55,936
    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
    55,936
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    4,338
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    4,338
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    51,598
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    51,598
    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
    51,598
    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
    51,925
    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
    51,925
    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
    4,338
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    47,587
    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 51,598
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 47,167
    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$ 51,925
    a Applied to 2017, but not more than line 2a 47,167
    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..... 4,758
    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 ..........     		46,840
    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
    STEVENS INSTITUTE OF TECHNOLOGY
    CASTEL POINT ON HUDSON 13TH FL
    HOBOKEN,NJ07030     		NONE PC GENERAL SUPPORT 47,167
    Total .................................bullet 3a 47,167
    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 30,631  
    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 ............     		    18 423,147  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aENTERPRISE PRODS P     		    14 19  
    bMAGELLAN MIDSTREAM     14 13  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   453,810  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    453,810
    (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
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2018
    Name of the organization
    GRIFFITH FAMILY CHARITABLE REMAINDER UNITRUST
     
    Employer identification number

    22-6881544
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2
    Name of organization
    GRIFFITH FAMILY CHARITABLE REMAINDER UNITRUST
          		Employer identification number
    22-6881544
    Part I
    Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    GRIFFITH FAMILY CREDIT SHELTER TRUST
     
    GRIFFITH FAMILY CREDIT SHELTER TR
    116 ALLEGHENY CENTER
    PITTSBURGH, PA15222

    		$ 447,791


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 3
    Name of organization
    GRIFFITH FAMILY CHARITABLE REMAINDER UNITRUST
          		Employer identification number

    22-6881544
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 SECURITIES $ 394,004 2018-05-11
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 4
    Name of organization
    GRIFFITH FAMILY CHARITABLE REMAINDER UNITRUST
          		Employer identification number

    22-6881544
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2018 InvestmentsOtherSchedule2
    Name:
    GRIFFITH FAMILY CHARITABLE REMAINDER UNITRUST
    EIN:
    22-6881544
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MUTUAL FUNDS - EQUITY      

    TY 2018 OtherExpensesSchedule
    Name:
    GRIFFITH FAMILY CHARITABLE REMAINDER UNITRUST
    EIN:
    22-6881544
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MAP MANAGEMENT FEES 745 745   0
    ADR SERVICE FEES 50 50   0


    TY 2018 OtherIncomeSchedule2
    Name:
    GRIFFITH FAMILY CHARITABLE REMAINDER UNITRUST
    EIN:
    22-6881544
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    ENTERPRISE PRODS PARTNERS L P COM UNIT 19 0  
    MAGELLAN MIDSTREAM PARTNERS LP 13 0  


    TY 2018 TaxesSchedule
    Name:
    GRIFFITH FAMILY CHARITABLE REMAINDER UNITRUST
    EIN:
    22-6881544
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 137 137   0
    FEDERAL TAX PAYMENT - PRIOR YE 1,218 0   0
    FEDERAL ESTIMATES - PRINCIPAL 1,286 0   0