TY 2018 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
bullet

Go 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
THOMAS LORD CHARITABLE TRUST

Number and street (or P.O. box number if mail is not delivered to street address)116 ALLEGHENY CENTER MALL P8YB3502L
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH, PA15212

A Employer identification number

25-6028793

B Telephone number (see instructions)

(412) 762-3792

C If exemption application is pending, check here bullet

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. bullet

2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... bullet

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... bullet

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) bullet

$2,599,713J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	61,363		61,363
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		277,711
b	Gross sales price for all assets on line 6a 1,263,784
7	Capital gain net income (from Part IV, line 2)...			277,711
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).......		140
12	Total. Add lines 1 through 11........	339,214		339,074
13	Compensation of officers, directors, trustees, etc.	3,073		1,536		1,537
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)...		796	160		0
19	Depreciation (attach schedule) and depletion...		0	0
20	Occupancy..............
21	Travel, conferences, and meetings.......			0	0
22	Printing and publications..........			0	0
23	Other expenses (attach schedule).......
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	3,869		1,696	0	1,537
25	Contributions, gifts, grants paid.......	145,000				145,000
26	Total expenses and disbursements. Add lines 24 and 25	148,869		1,696	0	146,537
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	190,345
b	Net investment income (if negative, enter -0-)			337,378
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	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............
	2	Savings and temporary cash investments.........	165,550	77,485	77,485
	3	Accounts receivable
		Less: allowance for doubtful accounts		0	0
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts 0
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule).......	1,338,167	317,884	392,230
	c	Investments—corporate bonds (attach schedule).......	672,170	0
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........		1,970,857	2,129,998
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	2,175,887	2,366,226	2,599,713
	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 )
	23	Total liabilities (add lines 17 through 22).........		0
		Foundations that follow SFAS 117, check here
		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
		and complete lines 27 through 31.
	27	Capital stock, trust principal, or current funds........	2,175,887	2,303,164
	28	Paid-in or capital surplus, or land, bldg., and equipment fund
	29	Retained earnings, accumulated income, endowment, or other funds		63,062
	30	Total net assets or fund balances (see instructions).....	2,175,887	2,366,226
	31	Total liabilities and net assets/fund balances (see instructions).	2,175,887	2,366,226

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

2,175,887

Enter amount from Part I, line 27a .....................

190,345

Other increases not included in line 2 (itemize) bullet

Add lines 1, 2, and 3 ..........................

2,366,232

Decreases not included in line 2 (itemize) bullet

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .

2,366,226

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	20. AGILENT TECHNOLOGIES (IPO)		2017-08-18	2018-01-04
b	2. AGILENT TECHNOLOGIES (IPO)		2017-04-24	2018-01-04
c	6. AGILENT TECHNOLOGIES (IPO)		2017-04-24	2018-01-04
d	9. THERMO ELECTRON CORP COM		2015-08-20	2018-01-04
e	19. WYNDHAM WORLDWIDE CORP		2013-03-18	2018-01-04
	41. WYNDHAM WORLDWIDE CORP		2013-03-18	2018-01-05
	50000. FEDERAL HOME LOAN MTG CORP NOTES		2016-09-29	2018-01-12
	302.261 ISHARES S&P 500 INDEX FUND CLASS K		2016-09-02	2018-01-16
	2485.03 HARBOR FD INTL FD		2004-03-01	2018-01-16
	816.66 HARBOR FD CAP APPRECIATION FD		2011-01-04	2018-01-16
	3143.336 HARDING LOEVNER INTERNATIONAL EQUITY PORTFOLIO		2011-01-04	2018-01-16
	2370.791 MFS VALUE FUND CLASS I FUND 893		2011-01-04	2018-01-16
	1. TRANSCANADA CORP (HOLDING CO)		2017-06-06	2018-01-19
	13. TRANSCANADA CORP (HOLDING CO)		2017-06-06	2018-01-19
	18. TRANSCANADA CORP (HOLDING CO)		2017-06-05	2018-01-19
	9. TRANSCANADA CORP (HOLDING CO)		2017-06-05	2018-01-22
	47. TRANSCANADA CORP (HOLDING CO)		2017-06-02	2018-01-22
	3. AMERICAN WATER WORKS CO INC		2016-02-05	2018-02-01
	2. APPLE INC		2017-04-28	2018-02-01
	5. BANK NEW YORK MELLON CORP COM		2016-04-29	2018-02-01
	2. BERRY GLOBAL GROUP INC		2016-08-25	2018-02-01
	1. BURLINGTON STORES INC		2017-03-13	2018-02-01
	4. CBS CORP CLASS B WI		2016-08-08	2018-02-01
	2. CITIZENS FINANCIAL GROUP		2016-11-14	2018-02-01
	5. COMCAST CORPORATION CL A		2011-10-12	2018-02-01
	1. CUMMINS INC		2017-02-21	2018-02-01
	3. FACEBOOK INC		2016-03-02	2018-02-01
	2. INTEL CORP		2016-08-19	2018-02-01
	4. J P MORGAN CHASE & CO COM		2003-08-12	2018-02-01
	1. LAUDER ESTEE COS INC CL A		2017-09-29	2018-02-01
	4. MICROSOFT CORP		2006-06-09	2018-02-01
	1. MORGAN STANLEY		2016-10-21	2018-02-01
	1. RAYTHEON COMPANY		2016-01-29	2018-02-01
	2. S&P GLOBAL INC		2016-05-20	2018-02-01
	1. STATE STR CORP COM		2016-09-08	2018-02-01
	3. SUNTRUST BANKS INC COM		2016-06-24	2018-02-01
	1. T-MOBILE US INC		2017-05-01	2018-02-01
	1. TEXAS INSTRS INC COM		2015-11-11	2018-02-01
	1. UNITEDHEALTH GROUP INC COM		2017-01-27	2018-02-01
	4. WEC ENERGY GROUP INC		2010-05-18	2018-02-01
	70. CBS CORP CLASS B WI		2016-08-08	2018-02-02
	10. HOME DEPOT INC COM		2012-01-09	2018-02-02
	1. MOHAWK INDS INC		2017-03-13	2018-02-02
	4. MOHAWK INDS INC		2017-08-18	2018-02-02
	50000. FEDERAL NATL MTG ASSN NTS		2016-09-29	2018-02-08
	60. PEPSICO INC COM		2016-06-02	2018-02-23
	52. PROLOGIS INC		2016-10-24	2018-02-23
	43. PROLOGIS INC		2017-06-02	2018-02-23
	30. PROLOGIS INC		2016-10-21	2018-02-26
	12. SHERWIN-WILLIAMS CO		2017-06-19	2018-03-02
	50000. FEDERAL HOME LOAN BANK BNDS		2016-09-29	2018-03-09
	28. STANLEY BLACK & DECKER INC		2017-11-03	2018-03-09
	10000. GOLDMAN SACHS GROUP INC SR NOTES		2008-05-15	2018-04-01
	21. MOHAWK INDS INC		2016-08-05	2018-04-05
	1. JPMORGAN CHASE 46625H100		2001-01-01	2018-04-24
	26. AETNA INC NEW		2013-05-30	2018-04-26
	14. ILLINOIS TOOL WORKS INC COM		2016-02-17	2018-04-26
	28. ILLINOIS TOOL WORKS INC COM		2016-02-16	2018-04-27
	10000. BANK OF AMERICA NOTES		2008-05-20	2018-05-01
	74. ALTRIA GROUP INC		2013-05-13	2018-05-04
	52. COMCAST CORPORATION CL A		2011-10-12	2018-05-04
	12. ROYAL CARRIBEAN CRUISES LTD SEDOL 2754907 ISIN LR0008862868		2017-04-10	2018-05-04
	13. BERRY GLOBAL GROUP INC		2016-08-25	2018-05-15
	58. BERRY GLOBAL GROUP INC		2016-08-24	2018-05-15
	32. HONEYWELL INTL INC		2015-02-02	2018-05-15
	3. HONEYWELL INTL INC		2015-02-02	2018-05-15
	17. BERRY GLOBAL GROUP INC		2016-08-24	2018-05-16
	17. BERRY GLOBAL GROUP INC		2016-08-24	2018-05-16
	6. BERRY GLOBAL GROUP INC		2016-08-24	2018-05-16
	3. BERRY GLOBAL GROUP INC		2016-08-24	2018-05-17
	1. BERRY GLOBAL GROUP INC		2016-08-24	2018-05-17
	76. ANALOG DEVICES INC		2017-06-14	2018-05-23
	50000. METLIFE INC SR UNSEC SERIES A		2016-09-29	2018-05-30
	50000. PFIZER INC UNSC		2016-09-29	2018-06-01
	106. HALLIBURTON CO		2017-01-27	2018-06-13
	11. SMUCKER J M CO COM NEW		2018-02-27	2018-06-13
	12. SMUCKER J M CO COM NEW		2018-02-26	2018-06-14
	13. AGILENT TECHNOLOGIES (IPO)		2017-04-24	2018-06-15
	55. AGILENT TECHNOLOGIES (IPO)		2017-04-21	2018-06-15
	31. SMUCKER J M CO COM NEW		2018-02-23	2018-06-15
	21. CONSTELLATION BRANDS INC CL A		2014-05-15	2018-07-02
	16. CUMMINS INC		2017-02-21	2018-07-02
	10. CUMMINS INC		2017-02-17	2018-07-03
	25. CONSTELLATION BRANDS INC CL A		2014-05-15	2018-07-13
	50000. JOHN DEERE CAPITAL CORP SER MTN UNSC		2016-09-29	2018-07-13
	8. GENERAL DYNAMICS CORP		2015-05-27	2018-07-13
	3. GENERAL DYNAMICS CORP		2015-05-27	2018-07-13
	13. THERMO ELECTRON CORP COM		2015-08-20	2018-07-13
	17. GENERAL DYNAMICS CORP		2015-05-27	2018-07-16
	11. THERMO ELECTRON CORP COM		2015-08-20	2018-07-16
	13. PARKER HANNIFIN CORP		2017-04-07	2018-07-27
	19. STATE STR CORP COM		2016-09-08	2018-07-27
	56. STATE STR CORP COM		2016-09-07	2018-07-27
	3. STATE STR CORP COM		2016-09-09	2018-07-27
	23. TYSON FDS INC COM		2017-09-29	2018-07-27
	5. TYSON FDS INC COM		2017-09-29	2018-07-27
	20. PARKER HANNIFIN CORP		2017-04-07	2018-07-30
	22. TYSON FDS INC COM		2016-03-11	2018-07-30
	3. TYSON FDS INC COM		2017-09-29	2018-07-30
	29. TYSON FDS INC COM		2016-03-11	2018-07-30
	1. AMERICAN INTERNATIONAL GROUP INC		2001-01-01	2018-08-02
	7606.223 COLUMBIA FLOATING RATE FUND INSTITUTIONAL		2016-09-02	2018-08-07
	34. JOHNSON & JOHNSON COM		2008-10-06	2018-08-16
	23. LAUDER ESTEE COS INC CL A		2017-09-01	2018-08-16
	13. LAUDER ESTEE COS INC CL A		2017-09-01	2018-08-16
	31. FACEBOOK INC		2016-03-02	2018-08-17
	1. LAUDER ESTEE COS INC CL A		2017-09-01	2018-08-17
	24. LAUDER ESTEE COS INC CL A		2017-09-01	2018-08-17
	8. ROYAL DUTCH SHELL PLC ADR A		2017-10-23	2018-08-23
	1. ROYAL DUTCH SHELL PLC ADR A		2017-10-23	2018-08-24
	34. ROYAL DUTCH SHELL PLC ADR A		2017-10-20	2018-08-24
	29. ROYAL DUTCH SHELL PLC ADR A		2017-10-20	2018-08-27
	1. ROYAL DUTCH SHELL PLC ADR A		2017-10-20	2018-08-27
	58000. HOME DEPOT INC CALL 08/10/2018 @ 100.000 UNSC		2016-12-16	2018-09-10
	26. LAM RESEARCH CORP		2015-12-18	2018-09-14
	19. MARRIOTT INTERNATIONAL INC CL A		2018-01-04	2018-09-14
	3. MARRIOTT INTERNATIONAL INC CL A		2018-01-04	2018-09-14
	31. STRYKER CORP		2017-03-13	2018-09-14
	23. MARRIOTT INTERNATIONAL INC CL A		2018-01-04	2018-09-17
	5. BORG WARNER INC.		2017-10-02	2018-10-11
	7. BORG WARNER INC.		2017-09-29	2018-10-11
	26. BORG WARNER INC.		2017-09-29	2018-10-11
	13. US FOODS HOLDING CORP		2018-06-19	2018-10-11
	118. US FOODS HOLDING CORP		2018-06-13	2018-10-11
	36. BORG WARNER INC.		2017-08-21	2018-10-12
	29. BORG WARNER INC.		2017-08-18	2018-10-15
	5. BORG WARNER INC.		2017-08-18	2018-10-15
	20. BORG WARNER INC.		2017-08-18	2018-10-16
	7. BORG WARNER INC.		2017-08-18	2018-10-16
	1. APPLIED MATERIALS INC		2016-07-13	2018-10-25
	93. APPLIED MATERIALS INC		2016-07-13	2018-10-25
	83. DOWDUPONT INC		2015-04-28	2018-10-25
	10. DOWDUPONT INC		2015-04-29	2018-10-25
	3. APPLIED MATERIALS INC		2016-07-13	2018-10-26
	3. DOWDUPONT INC		2015-04-29	2018-10-26
	148. FIRST DATA CORP- CLASS A		2018-08-17	2018-11-02
	4. TEXAS INSTRS INC COM		2015-11-11	2018-11-02
	83. TEXAS INSTRS INC COM		2015-11-11	2018-11-02
	24. FIRST DATA CORP- CLASS A		2018-08-17	2018-11-05
	3. FIRST DATA CORP- CLASS A		2018-08-17	2018-11-05
	21. FIRST DATA CORP- CLASS A		2018-08-17	2018-11-06
	4. FIRST DATA CORP- CLASS A		2018-08-17	2018-11-06
	16. ROYAL CARRIBEAN CRUISES LTD SEDOL 2754907 ISIN LR0008862868		2017-04-10	2018-11-08
	20. ROYAL CARRIBEAN CRUISES LTD SEDOL 2754907 ISIN LR0008862868		2017-04-07	2018-11-09
	3. ROYAL CARRIBEAN CRUISES LTD SEDOL 2754907 ISIN LR0008862868		2017-04-07	2018-11-09
	3. ROYAL CARRIBEAN CRUISES LTD SEDOL 2754907 ISIN LR0008862868		2017-04-07	2018-11-12
	20. FEDEX CORPORATION		2018-05-15	2018-11-16
	1. FEDEX CORPORATION		2018-05-15	2018-11-16
	1. NU SKIN ENTERPRISES 67018T105		2001-01-01	2018-11-23
	71. SUNCOR ENERGY INC ISIN CA8672241079 SEDOL B3NB1P2		2018-08-24	2018-12-13
	49. UNITED TECHNOLOGIES CORP COM		2018-07-13	2018-12-13
	3. ABBVIE INC		2017-12-08	2018-12-14
	1. ALPHABET INC/CA-CL A		2013-07-01	2018-12-14
	1. AMAZON.COM INC		2018-05-04	2018-12-14
	3. AMERICAN WATER WORKS CO INC		2016-02-05	2018-12-14
	3. AMGEN INC		2013-12-30	2018-12-14
	3. AMPHENOL CORP NEW CL A		2018-11-02	2018-12-14
	8. APPLE INC		2017-04-28	2018-12-14
	9. ARCHER DANIELS MIDLAND CO		2018-08-20	2018-12-14
	4. AUTOMATIC DATA PROCESSING INC		2018-05-25	2018-12-14
	14. BANK OF AMERICA CORP		2018-07-27	2018-12-14
	5. BANK NEW YORK MELLON CORP COM		2016-04-29	2018-12-14
	4. BAXTER INTERNATIONAL INC		2018-01-04	2018-12-14
	1. BIOGEN INC		2016-08-02	2018-12-14
	1. BOEING CO		2017-10-20	2018-12-14
	6. BRISTOL MYERS SQUIBB CO		2018-09-17	2018-12-14
	4. BURLINGTON STORES INC		2017-03-13	2018-12-14
	11. CBRE GROUP INC		2018-02-27	2018-12-14
	6. CSX CORP COM		2018-09-14	2018-12-14
	5. CELANESE CORP		2018-05-16	2018-12-14
	3. CENTENE CORP		2018-04-27	2018-12-14
	5. CHEVRON CORPORATION		2018-06-13	2018-12-14
	13. CISCO SYS INC COM		2018-10-25	2018-12-14
	5. CITIGROUP INC		2017-07-28	2018-12-14
	11. CITIZENS FINANCIAL GROUP		2016-11-14	2018-12-14
	16. COMCAST CORPORATION CL A		2018-10-11	2018-12-14
	5. CONOCOPHILLIPS		2017-11-06	2018-12-14
	1. COSTCO WHSL CORP NEW COM		2018-07-27	2018-12-14
	3. DANAHER CORP		2018-06-15	2018-12-14
	2. DOLLAR GENERAL CORP		2018-11-08	2018-12-14
	3. DUKE ENERGY HOLDING CORP		2018-12-13	2018-12-14
	3. EASTMAN CHEM CO		2018-03-06	2018-12-14
	3. FACEBOOK INC		2016-03-02	2018-12-14
	3. HOME DEPOT INC COM		2012-01-09	2018-12-14
	13. INTEL CORP		2018-11-02	2018-12-14
	10. J P MORGAN CHASE & CO COM		2003-08-12	2018-12-14
	5. KOHLS CORP COM		2018-04-05	2018-12-14
	3. LILLY ELI & CO		2018-07-13	2018-12-14
	3. MCCORMICK & CO INC COM NON VTG		2018-10-11	2018-12-14
	3. MCDONALDS CORP COM		2017-07-28	2018-12-14
	12. MICROSOFT CORP		2018-09-14	2018-12-14
	8. MORGAN STANLEY		2016-10-21	2018-12-14
	3. NORFOLK SOUTHN CORP COM		2018-11-16	2018-12-14
	1. NORTHROP GRUMMAN CORPORATION		2015-03-27	2018-12-14
	4. OCCIDENTAL PETE CORP COM		2018-01-19	2018-12-14
	12. PFIZER INC COM		2017-11-10	2018-12-14
	4. PRICE T ROWE GROUP INC COM		2017-08-28	2018-12-14
	5. PROCTER & GAMBLE CO		2018-12-13	2018-12-14
	2. RAYTHEON COMPANY		2016-01-29	2018-12-14
	3. S&P GLOBAL INC		2016-05-20	2018-12-14
	47. SUNCOR ENERGY INC ISIN CA8672241079 SEDOL B3NB1P2		2018-08-23	2018-12-14
	8. SUNTRUST BANKS INC COM		2016-06-24	2018-12-14
	5. T-MOBILE US INC		2017-05-01	2018-12-14
	7. TOTAL FINA S A		2016-05-06	2018-12-14
	3. UNITED RENTALS INC COM		2018-09-14	2018-12-14
	2. UNITEDHEALTH GROUP INC COM		2017-01-27	2018-12-14
	4. VISA INC CLASS A SHARES		2013-02-08	2018-12-14
	7. WEC ENERGY GROUP INC		2010-05-18	2018-12-14
	6. WASTE MANAGEMENT INC		2018-03-09	2018-12-14
	1. WELLCARE HEALTH PLANS, INC.		2018-08-20	2018-12-14
	5. TE CONNECTIVITY LTD SEDOL B62B7C3 ISIN CH0102993182		2017-06-19	2018-12-14
	CAPITAL GAIN DIVIDENDS	P

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	1,379	1,229	150
b	138	109	29
c	416	326	90
d	1,791	1,197	594
e	2,205	1,188	1,017
	4,626	2,563	2,063
	50,000	49,985	15
	100,000	79,081	20,919
	176,139	103,649	72,490
	60,000	30,241	29,759
	75,000	47,496	27,504
	100,000	59,165	40,835
	48	47	1
	624	615	9
	864	852	12
	432	424	8
	2,254	2,209	45
	246	191	55
	335	287	48
	286	201	85
	118	91	27
	122	94	28
	235	208	27
	93	61	32
	211	59	152
	189	154	35
	584	329	255
	96	71	25
	466	134	332
	135	108	27
	382	88	294
	57	33	24
	213	127	86
	364	217	147
	110	71	39
	212	123	89
	64	68	-4
	111	58	53
	236	163	73
	251	103	148
	3,916	3,644	272
	1,954	432	1,522
	271	230	41
	1,085	995	90
	50,000	50,000
	6,569	6,203	366
	3,184	2,749	435
	2,633	2,446	187
	1,835	1,570	265
	4,700	4,278	422
	50,000	50,000
	4,477	4,598	-121
	10,000	10,000
	5,029	4,479	550
	37	25	12
	4,655	1,601	3,054
	2,014	1,330	684
	3,986	2,614	1,372
	10,000	9,952	48
	4,172	2,736	1,436
	1,657	616	1,041
	1,285	1,178	107
	621	589	32
	2,760	2,596	164
	4,710	3,143	1,567
	441	295	146
	811	737	74
	812	737	75
	286	260	26
	143	130	13
	47	43	4
	7,177	6,233	944
	50,505	50,555	-50
	50,000	50,000
	5,072	6,117	-1,045
	1,152	1,410	-258
	1,247	1,525	-278
	854	707	147
	3,625	2,919	706
	3,248	3,871	-623
	4,514	1,671	2,843
	2,113	2,468	-355
	1,321	1,523	-202
	5,393	1,990	3,403
	50,000	50,000
	1,543	1,124	419
	580	421	159
	2,747	1,729	1,018
	3,257	2,387	870
	2,305	1,463	842
	2,140	2,095	45
	1,656	1,341	315
	4,874	3,946	928
	261	211	50
	1,468	1,623	-155
	319	353	-34
	3,297	3,223	74
	1,287	1,486	-199
	176	212	-36
	1,717	1,958	-241
	28		28
	69,521	67,848	1,673
	4,495	2,165	2,330
	3,073	2,481	592
	1,739	1,402	337
	5,369	3,396	1,973
	135	108	27
	3,245	2,588	657
	519	490	29
	66	61	5
	2,237	2,083	154
	1,914	1,770	144
	66	61	5
	58,000	58,000
	3,981	2,016	1,965
	2,481	2,588	-107
	390	409	-19
	5,294	4,073	1,221
	2,985	3,133	-148
	195	259	-64
	271	360	-89
	991	1,322	-331
	379	492	-113
	3,347	4,397	-1,050
	1,360	1,632	-272
	1,104	1,290	-186
	191	222	-31
	763	889	-126
	267	311	-44
	33	26	7
	3,035	2,408	627
	4,398	4,319	79
	533	515	18
	95	78	17
	157	155	2
	2,770	3,725	-955
	381	232	149
	7,880	4,658	3,222
	443	593	-150
	55	74	-19
	392	519	-127
	75	99	-24
	1,734	1,571	163
	2,153	1,947	206
	324	292	32
	319	291	28
	4,529	4,947	-418
	226	247	-21
	141	25	116
	2,178	2,963	-785
	5,848	6,346	-498
	260	288	-28
	1,057	444	613
	1,626	1,581	45
	291	191	100
	583	346	237
	251	271	-20
	1,338	1,149	189
	401	457	-56
	546	522	24
	343	435	-92
	240	201	39
	266	274	-8
	319	295	24
	322	265	57
	316	368	-52
	650	376	274
	453	521	-68
	407	442	-35
	438	556	-118
	392	331	61
	574	636	-62
	600	592	8
	278	338	-60
	339	337	2
	579	547	32
	327	268	59
	215	220	-5
	303	306	-3
	213	235	-22
	272	273	-1
	215	315	-100
	428	329	99
	522	130	392
	625	614	11
	1,008	336	672
	310	333	-23
	342	269	73
	464	399	65
	553	467	86
	1,294	1,359	-65
	322	267	55
	467	518	-51
	265	160	105
	265	302	-37
	528	421	107
	370	337	33
	481	482	-1
	341	255	86
	501	325	176
	1,398	1,938	-540
	423	327	96
	328	340	-12
	384	343	41
	321	504	-183
	538	326	212
	539	158	381
	523	181	342
	547	521	26
	241	295	-54
	365	399	-34
			43,602

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			150
b			29
c			90
d			594
e			1,017
			2,063
			15
			20,919
			72,490
			29,759
			27,504
			40,835
			1
			9
			12
			8
			45
			55
			48
			85
			27
			28
			27
			32
			152
			35
			255
			25
			332
			27
			294
			24
			86
			147
			39
			89
			-4
			53
			73
			148
			272
			1,522
			41
			90

			366
			435
			187
			265
			422

			-121

			550
			12
			3,054
			684
			1,372
			48
			1,436
			1,041
			107
			32
			164
			1,567
			146
			74
			75
			26
			13
			4
			944
			-50

			-1,045
			-258
			-278
			147
			706
			-623
			2,843
			-355
			-202
			3,403

			419
			159
			1,018
			870
			842
			45
			315
			928
			50
			-155
			-34
			74
			-199
			-36
			-241
			28
			1,673
			2,330
			592
			337
			1,973
			27
			657
			29
			5
			154
			144
			5

			1,965
			-107
			-19
			1,221
			-148
			-64
			-89
			-331
			-113
			-1,050
			-272
			-186
			-31
			-126
			-44
			7
			627
			79
			18
			17
			2
			-955
			149
			3,222
			-150
			-19
			-127
			-24
			163
			206
			32
			28
			-418
			-21
			116
			-785
			-498
			-28
			613
			45
			100
			237
			-20
			189
			-56
			24
			-92
			39
			-8
			24
			57
			-52
			274
			-68
			-35
			-118
			61
			-62
			8
			-60
			2
			32
			59
			-5
			-3
			-22
			-1
			-100
			99
			392
			11
			672
			-23
			73
			65
			86
			-65
			55
			-51
			105
			-37
			107
			33
			-1
			86
			176
			-540
			96
			-12
			41
			-183
			212
			381
			342
			26
			-54
			-34

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	277,711
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 ...................		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? Yes No

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	269,920	2,889,406	0.093417
2016	229,365	2,768,509	0.082848
2015	181,344	2,931,217	0.061866
2014	183,125	2,952,467	0.062024
2013	149,513	2,758,270	0.054205

Total of line 1, column (d) .....................

0.35436

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 ......

0.070872

Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......

2,877,375

Multiply line 4 by line 3......................

203,925

Enter 1% of net investment income (1% of Part I, line 27b)...........

3,374

Add lines 5 and 6........................

207,299

Enter qualifying distributions from Part XII, line 4,.............

146,537

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)

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 and enter “N/A" on line 1.
	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	6,748
	hereand 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	6,748
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	6,748
6	Credits/Payments:

a	2018 estimated tax payments and 2017 overpayment credited to 2018	6a	1,274
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	1,274
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.......		9	5,474
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2019 estimated tax0	Refunded	11	0

Part VII-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions

for definition).................................

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.

Did the foundation file Form 1120-POL for this year?.....................

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

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. bullet

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

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?................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

Form 990-PF (2018)

Page 5

Part VII-A

Statements Regarding Activities (continued)

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address bullet

N/A

The books are in care of bullet

PNC BANK NA Telephone no. bullet

(412) 762-3792

Located at bullet

116 ALLEGHENY CENTER MALLPITTSBURGHPA ZIP+4 bullet

15212

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

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

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? YesNo

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person?......................YesNo

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? YesNo

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? YesNo

(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)?...............YesNo

(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.).......YesNo

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 ........

Organizations relying on a current notice regarding disaster assistance check here........ bullet

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?.............

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)):

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?.............YesNo

If "Yes," list the years bullet

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year?......................YesNo

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.)..................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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?

Form 990-PF (2018)

Page 6

Part VII-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? YesNo

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive?.............YesNo

(3) Provide a grant to an individual for travel, study, or other similar purposes? YesNo

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions................YesNo

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals?.....YesNo

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 ......

Organizations relying on a current notice regarding disaster assistance check here......... bullet

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?..........YesNo

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract?.....................YesNo

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction? YesNo

If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....

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? .................YesNo

Part VIII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors

1 List all officers, directors, trustees, foundation managers and their compensation. See instructions

(a) Name and address	(b) Title, and average hours per week devoted to position	(c) Compensation (If not paid, enter -0-)	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
PNC BANK NA	TRUSTEE 1	3,073
116 ALLEGHENY CENTER MALL PITTSBURGH,PA15212	TRUSTEE 1	3,073

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...................				0

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............. bullet

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)

Page 8

Part X

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

2,921,193

Average of monthly cash balances.......................

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

2,921,193

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

2,921,193

Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see

instructions) .............................

43,818

Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4

2,877,375

Minimum investment return. Enter 5% of line 5..................

143,869

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.)

Minimum investment return from Part X, line 6....................

143,869

Tax on investment income for 2018 from Part VI, line 5......

6,748

Income tax for 2018. (This does not include the tax from Part VI.)...

Add lines 2a and 2b............................

6,748

Distributable amount before adjustments. Subtract line 2c from line 1............

137,121

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

137,121

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...

137,121

Part XII

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

146,537

Program-related investments—total from Part IX-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4

146,537

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.................

Adjusted qualifying distributions. Subtract line 5 from line 4..............

146,537

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)

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					137,121
2 Undistributed income, if any, as of the end of 2018:
a Enter amount for 2017 only.......				0
b Total for prior years:20, 20, 20			0
3 Excess distributions carryover, if any, to 2018:
a From 2013......	8,963
b From 2014......	40,416
c From 2015......	38,787
d From 2016......	65,040
e From 2017......	127,998
fTotal of lines 3a through e........		281,204
4Qualifying distributions for 2018 from Part
XII, line 4: $ 146,537
a Applied to 2017, but not more than line 2a				0
b Applied to undistributed income of prior years (Election required—see instructions).....			0
c Treated as distributions out of corpus (Election required—see instructions)........		0
d Applied to 2018 distributable amount.....					137,121
e Remaining amount distributed out of corpus		9,416
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		290,620
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........			0
c Enter the amount of prior years’ undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed......			0
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........			0
e Undistributed income for 2017. Subtract line 4a from line 2a. Taxable amount—see instructions .............				0
f Undistributed income for 2018. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2019 ..........					0
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (Election may be required - see instructions) .......		0
8 Excess distributions carryover from 2013 not applied on line 5 or line 7 (see instructions) ...		8,963
9Excess distributions carryover to 2019. Subtract lines 7 and 8 from line 6a ......		281,657
10 Analysis of line 9:
a Excess from 2014....	40,416
b Excess from 2015....	38,787
c Excess from 2016....	65,040
d Excess from 2017....	127,998
e Excess from 2018....	9,416

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 section4942(j)(3) or4942(j)(5)

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	(e) Total

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

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:

PNC Charitable Trust Grant Review C
THE TOWER AT PNC PLAZA 300 FIFTH AV
PITTSBURGH,PA15222
(412) 762-5157

bThe form in which applications should be submitted and information and materials they should include:

Please reference the name of the trust in all communications See Footnote

cAny submission deadlines:

See website: www.pncsites.com/pncfoundation/charitable_trusts.html for specific information

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

See website: www.pncsites.com/pncfoundation/charitable_trusts.html for specific information

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
EMMAUS MINISTRIES 345 E 9TH ST ERIE,PA16503	NONE	PC	GENERAL SUPPORT	10,000
EXTRA MILE EDUCATION FOUNDATION 111 BLVD OF THE ALLIES PITTSBURGH,PA15222	NONE	PC	GENERAL SUPPORT	25,000
CLEVELAND CLINIC FOUNDATION 9500 EUCLID AVE CLEVELAND,OH44195	NONE	PC	GENERAL SUPPORT	25,000
ALLEGHENY COLLEGE 520 N MAIN ST MEADVILLE,PA46501	NONE	PC	GENERAL SUPPORT	25,000
GETTYSBURG FOUNDATION 1195 BALTIMORE PIKE GETTYSBURG,PA16503	N/A	PC	GENERAL SUPPORT	25,000
MARINE CORPS UNIVERSITY FOUNDATION 909 N WASHINGTON ST STE 400 ALEXANDRIA,VA223141555	NONE	PC	SCHOLARSHIPS F/CLD OF	10,000
VATICAN OBSERVATORY FOUNDATION 2017 E LEE ST TUCSON,AZ857194340	NONE	PC	GENERAL SUPPORT	25,000
Total ................................. 3a				145,000

bApproved for future payment

Total ................................. 3b

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	(e) Related or exempt function income (See instructions.)
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	61,363
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	277,711
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: aFEDERAL TAX REFUND			14	140
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e)..				339,214

13Total. Add line 12, columns (b), (d), and (e)..................

339,214

(See worksheet in line 13 instructions to verify calculations.)

Part XVI-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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)

Page 13

Part XVII

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below (see instr.)? Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2018)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2018 InvestmentsOtherSchedule2

Name:

THOMAS LORD CHARITABLE TRUST

EIN:

25-6028793

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
MUTUAL FUNDS - FIXED INCOME	AT COST	960,790	926,314
MUTUAL FUNDS - EQUITY	AT COST	795,664	1,023,510
ETF - EQUITY	AT COST	214,403	180,174

- TIN:

TY 2018 OtherDecreasesSchedule

Name:

THOMAS LORD CHARITABLE TRUST

EIN:

25-6028793

Description	Amount
ADJ FOR SALES AND TRANACTIONS	6

- TIN:

TY 2018 OtherIncomeSchedule2

Name:

THOMAS LORD CHARITABLE TRUST

EIN:

25-6028793

Description	Revenue And Expenses Per Books	Net Investment Income	Adjusted Net Income
FEDERAL TAX REFUND FROM PRIOR YEAR	140	0

- TIN:

TY 2018 TaxesSchedule

Name:

THOMAS LORD CHARITABLE TRUST

EIN:

25-6028793

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
FOREIGN TAXES	160	160		0
FEDERAL ESTIMATES - PRINCIPAL	636	0		0