Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
WATSON ALBERT TA B
 
Number and street (or P.O. box number if mail is not delivered to street address)BNY MELLON NA PO BOX 185
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH, PA152300185
A Employer identification number

23-6473938
B Telephone number (see instructions)

(412) 234-8833
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$2,365,635
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 56,040 58,766  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 162,583
b Gross sales price for all assets on line 6a 378,302
7 Capital gain net income (from Part IV, line 2)... 162,583
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 218,623 221,349  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
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)... 11,517 1,607   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.......... 11,517 1,607 0 0
25 Contributions, gifts, grants paid....... 152,000 152,000
26 Total expenses and disbursements. Add lines 24 and 25 163,517 1,607 0 152,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 55,106
b Net investment income (if negative, enter -0-) 219,742
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.............   7,670 7,670
2 Savings and temporary cash investments......... 281,051 124,658 124,658
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).......... 2,059,682 Click to see attachment2,263,274 2,233,307
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) 2,340,733 2,395,602 2,365,635
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........ 2,340,733 2,395,602
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 2,340,733 2,395,602
31 Total liabilities and net assets/fund balances (see instructions). 2,340,733 2,395,602
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
2,340,733
2
Enter amount from Part I, line 27a .....................
2
55,106
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
2,395,839
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
237
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
2,395,602
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 4. ANDEAVOR   2017-01-30 2018-01-03
b 10. EXXON MOBIL CORP   2017-10-25 2018-01-03
c 10. HALLIBURTON COMPANY COM   2017-09-27 2018-01-03
d 50. KIMCO RLTY CORP   2017-06-16 2018-01-03
e 10. VALERO ENERGY CORP NEW   2011-08-16 2018-01-03
1. HILL ROM HLDGS   2017-06-02 2018-01-11
1. HILL ROM HLDGS   2017-06-06 2018-01-12
4. HILL ROM HLDGS   2017-05-31 2018-01-12
4. HILL ROM HLDGS   2017-05-24 2018-01-16
36. PEPSICO INC   2009-12-30 2018-01-16
3. ALIGN TECHNOLOGY INC   2017-08-15 2018-01-18
23. CELGENE CORP   2014-10-24 2018-01-18
4. BROADCOM LTD.   2013-09-20 2018-01-24
5. BROADCOM LTD.   2013-09-20 2018-02-01
8. APPLE COMPUTER INC COM   2017-10-17 2018-02-06
2. HOME DEPOT INC USD 0.05   2017-09-14 2018-02-14
8. HOME DEPOT INC USD 0.05   2011-08-16 2018-02-14
20. HARTFORD FINL SVCS GROUP INC COM   2014-10-20 2018-02-16
13. FACEBOOK INC   2014-04-08 2018-03-02
5. FACEBOOK INC   2013-08-15 2018-03-09
4. NVIDIA CORP   2016-10-18 2018-03-09
6. FACEBOOK INC   2013-08-15 2018-03-15
14. INCYTE GENOMICS INC   2016-10-06 2018-03-15
50. SCHWAB CHARLES CORP NEW   2015-05-11 2018-03-21
6. FACEBOOK INC   2013-08-15 2018-03-28
20. ABBOTT LABORATORIES   2017-01-31 2018-03-29
3. JOHNSON & JOHNSON COM   2017-08-11 2018-03-29
40. TARGA RESOURCES INVESTMENTS   2017-03-06 2018-03-29
20. HALLIBURTON COMPANY COM   2017-09-27 2018-04-11
32. SCHLUMBERGER LIMITED COM   2011-10-26 2018-04-11
10. PROCTER & GAMBLE CO COM   2009-12-30 2018-04-17
20. ELI LILLY & CO COM   2016-07-12 2018-04-18
10. TAIWAN SEMICONDUCTOR ADR   2016-06-30 2018-04-19
20. TAIWAN SEMICONDUCTOR ADR   2017-11-20 2018-04-19
70. TAIWAN SEMICONDUCTOR ADR   2016-06-27 2018-04-20
10. STARBUCKS CORP COM   2017-06-05 2018-04-23
20. TWENTY FIRST CENTURY FOX INC   2017-03-17 2018-04-23
30. TWENTY FIRST CENTURY FOX INC   2017-03-16 2018-04-26
10. CONSTELLATION BRANDS INC   2015-08-14 2018-05-04
20. COLGATE PALMOLIVE CO COM   2018-01-16 2018-05-09
3. COSTCO WHSL CORP NEW   2017-01-06 2018-05-09
3. COSTCO WHSL CORP NEW   2017-06-29 2018-05-09
11. 3M CO   2015-09-03 2018-05-18
271. DREYFUS GLOBAL REAL RET -Y   2017-02-10 2018-05-30
154. ADVANTAGE DYN TOTAL RET -Y   2016-07-14 2018-05-30
120. DREYFUS OPPORT SM CAP-Y   2018-02-07 2018-05-30
1081. BNY MELLON INCOME STK FD CL M   2015-02-27 2018-05-30
146. BNY MELLON CORP BOND-M   2018-02-07 2018-05-30
98. BNY MELLON INTL EQUITY INCOME FUND   2018-02-07 2018-05-30
712. BNY MELLON MID CAP STK FD CL M   2018-02-07 2018-05-30
59. BNY MELLON S/T US GVT SECS FD CL M   2015-11-11 2018-05-30
277. BNY MELLON INTERMEDIATE BOND FD CL M   2009-12-29 2018-05-30
455. BNY MELLON BOND FD CL M   2009-12-29 2018-05-30
372. BNY MELLON EMERGING MKTS FD CL M SHS   2018-02-07 2018-05-30
322. BNY MELLON INTL FD CL M SHSS   2018-02-07 2018-05-30
39. DREYFUS FLOATING RATE INC-Y   2014-04-17 2018-05-30
33. DREYFUS GLOBAL REAL ES SEC-Y   2016-11-04 2018-05-30
186. DREYFUS GLOBAL REAL ES SEC-Y   2017-08-28 2018-05-30
202. DREYFUS INTL SMALL CAP-Y   2018-02-07 2018-05-30
58. DREYFUS INTL SMALL CAP-Y   2015-09-22 2018-05-30
40. DREYFUS DIVERSIFIED EM MK-Y   2018-02-07 2018-05-30
63. DREYFUS/NEWTON INTERN EQTY-Y   2018-02-07 2018-05-30
117. DREYFUS SELECT MGER S/C GR-Y   2018-02-07 2018-05-30
79. DREYFUS SELECT MGER S/C GR-Y   2015-02-24 2018-05-30
146. DREYFUS INTERNATIONAL STOCK-Y   2018-02-07 2018-05-30
111. DREYFUS SELECT MGER S/C VL-Y   2018-02-07 2018-05-30
352. VAN ECK CM COMMODITY INDX-I   2015-02-24 2018-05-30
20. ABBVIE INC   2017-10-18 2018-05-31
50. TWENTY FIRST CENTURY FOX INC   2017-03-16 2018-06-07
7. STRYKER CORP   2018-04-18 2018-06-12
11. SEMPRA ENERGY   2018-01-03 2018-06-15
8. 3M CO   2015-09-03 2018-06-15
32. AGILENT TECHNOLOGIES INC   2015-12-09 2018-06-20
8. VALERO ENERGY CORP NEW   2011-08-16 2018-06-20
28. AGILENT TECHNOLOGIES INC   2015-12-08 2018-06-21
10. HALLIBURTON COMPANY COM   2017-06-21 2018-06-21
40. HALLIBURTON COMPANY COM   2009-12-30 2018-06-21
23. SEMPRA ENERGY   2018-01-03 2018-06-27
20. MONDELEZ INTERNATIONAL INC   2016-07-12 2018-06-29
30. STARBUCKS CORP COM   2017-05-25 2018-06-29
40. STARBUCKS CORP COM   2017-07-20 2018-06-29
7. BROADCOM INC   2013-09-20 2018-07-12
4. BROADCOM INC   2018-03-15 2018-07-12
6. ADOBE SYS INC COM   2013-02-04 2018-07-17
1. ALIGN TECHNOLOGY INC   2017-06-19 2018-07-31
1. ALIGN TECHNOLOGY INC   2017-08-15 2018-07-31
2. AMAZON COM INC   2011-05-02 2018-07-31
13. STRYKER CORP   2018-03-29 2018-07-31
5. UNITED HEALTH GROUP INC   2016-10-19 2018-07-31
70. ALLY FINANCIAL INC   2015-01-07 2018-08-01
6. NVIDIA CORP   2016-10-18 2018-08-01
50. MARVELL TECHNOLOGY GROUP LTD 0.002   2018-01-24 2018-08-01
20. AT&T INC   2017-10-26 2018-08-02
70. ALLY FINANCIAL INC   2015-01-26 2018-08-02
6. ALEXION PHARMACEUTICALS INC   2016-11-04 2018-08-03
70. ALLY FINANCIAL INC   2016-11-15 2018-08-03
5. ALEXION PHARMACEUTICALS INC   2016-11-04 2018-08-06
6. ALEXION PHARMACEUTICALS INC   2017-12-08 2018-08-06
3. FACEBOOK INC   2013-08-15 2018-08-07
2. LAM RESH CORP COM   2017-11-07 2018-08-07
2. NVIDIA CORP   2016-10-18 2018-08-07
20. NUCOR CORP   2013-04-24 2018-08-09
20. PROCTER & GAMBLE CO COM   2009-12-30 2018-08-09
4. LAM RESH CORP COM   2017-07-27 2018-08-15
5. LAM RESH CORP COM   2017-10-12 2018-08-15
40. MICRON TECHNOLOGY   2018-03-09 2018-08-15
10. MICRON TECHNOLOGY   2016-11-11 2018-08-15
10. ATLASSIAN CORP PLC-CLASS A   2018-03-06 2018-08-15
10. EXXON MOBIL CORP   2017-10-25 2018-08-17
10. EXXON MOBIL CORP   2018-06-27 2018-08-17
30. COMCAST CORP NEW CL A   2017-12-21 2018-08-24
9. SPLUNK INC   2017-03-01 2018-08-24
32. EXXON MOBIL CORP   2009-12-30 2018-09-06
10. T -MOBILE US INC   2017-06-08 2018-09-07
30. MICRON TECHNOLOGY   2016-11-11 2018-09-13
20. EXACT SCIENCES CORP   2018-01-11 2018-09-18
5. UNITED HEALTH GROUP INC   2016-09-14 2018-09-18
5. ADOBE SYS INC COM   2013-02-04 2018-09-19
4. SALESFORCE COM INC   2017-08-03 2018-09-19
10. ATLASSIAN CORP PLC-CLASS A   2018-03-05 2018-09-19
4. NVIDIA CORP   2016-10-18 2018-09-20
3. ADOBE SYS INC COM   2013-02-04 2018-09-21
20. CORNING INC COM   2017-12-14 2018-09-21
3. FACEBOOK INC   2013-08-15 2018-09-21
3. NVIDIA CORP   2016-10-18 2018-09-21
3. SALESFORCE COM INC   2017-08-03 2018-09-21
3. SPLUNK INC   2017-03-01 2018-09-21
32. ANDEAVOR   2017-01-30 2018-09-27
20. AT&T INC   2015-08-12 2018-09-28
15. COLGATE PALMOLIVE CO COM   2018-01-16 2018-10-02
4. GARRETT MOTION INC-WI   2009-12-30 2018-10-02
4. HONEYWELL INTL INC   2009-12-30 2018-10-02
15. COLGATE PALMOLIVE CO COM   2018-01-16 2018-10-03
2. ADOBE SYS INC COM   2013-02-04 2018-10-08
2. ALIGN TECHNOLOGY INC   2017-06-19 2018-10-08
1. COSTCO WHSL CORP NEW   2017-06-29 2018-10-08
2. COSTCO WHSL CORP NEW   2018-10-02 2018-10-08
3. HOME DEPOT INC USD 0.05   2018-06-29 2018-10-08
11. ILLINOIS TOOL WORKS INC COM   2014-08-15 2018-10-08
1. NVIDIA CORP   2016-10-18 2018-10-08
4. SPLUNK INC   2017-03-01 2018-10-08
10. ATLASSIAN CORP PLC-CLASS A   2018-04-20 2018-10-08
20. INVESCO LTD   2018-03-21 2018-10-08
90. INVESCO LTD   2011-08-16 2018-10-11
20. INVESCO LTD   2018-08-01 2018-10-11
60. INVESCO LTD   2011-08-16 2018-10-12
1. ALPHABET INC/CA   2018-07-17 2018-10-15
5. ADOBE SYS INC COM   2013-02-04 2018-10-16
1. ALPHABET INC/CA   2015-08-19 2018-10-16
7. SALESFORCE COM INC   2011-08-16 2018-10-16
30. ABBOTT LABORATORIES   2014-04-08 2018-10-18
1. ADOBE SYS INC COM   2013-02-04 2018-10-19
3. ALIGN TECHNOLOGY INC   2017-06-19 2018-10-19
1. ALPHABET INC/CA   2015-08-19 2018-10-19
2. SALESFORCE COM INC   2011-08-16 2018-10-19
4. SPLUNK INC   2017-03-01 2018-10-19
8. SALESFORCE COM INC   2011-08-16 2018-10-22
1. AMAZON COM INC   2011-05-02 2018-10-23
2. NETFLIX COM INC   2018-08-24 2018-10-29
9. NVIDIA CORP   2016-10-13 2018-10-29
1. ADOBE SYS INC COM   2013-02-04 2018-10-30
1. ALPHABET INC/CA   2015-07-27 2018-10-30
2. SALESFORCE COM INC   2011-08-16 2018-10-30
3. ALLERGAN PLC   2016-05-19 2018-10-30
4. ALLERGAN PLC   2018-03-15 2018-10-30
4. ELECTRONIC ARTS   2016-11-02 2018-10-31
6. ELECTRONIC ARTS   2018-09-19 2018-10-31
7. APPLE COMPUTER INC COM   2018-08-15 2018-11-02
60. HARTFORD FINL SVCS GROUP INC COM   2014-10-20 2018-11-02
6. RESIDEO TECHNOLOGIES INC-W/I   2009-12-30 2018-11-02
17. SPLUNK INC   2017-03-01 2018-11-06
50. AT&T INC   2009-12-30 2018-11-08
30. MARVELL TECHNOLOGY GROUP LTD 0.002   2018-02-01 2018-11-08
16. APPLE COMPUTER INC COM   2018-08-15 2018-11-12
.3 GARRETT MOTION INC-WI   2009-12-30 2018-11-13
7. ADOBE SYS INC COM   2013-02-04 2018-11-19
21. NVIDIA CORP   2016-10-13 2018-11-19
4. ILLUMINA INC   2018-07-31 2018-11-20
10. ATLASSIAN CORP PLC-CLASS A   2018-04-20 2018-11-20
20. MARVELL TECHNOLOGY GROUP LTD 0.002   2018-02-01 2018-11-20
5. APPLE COMPUTER INC COM   2018-08-15 2018-11-23
.5 RESIDEO TECHNOLOGIES INC-W/I   2009-12-30 2018-11-28
38. ELECTRONIC ARTS   2016-10-28 2018-11-30
10. INTERCONTINENTALEXCHANGE GRO   2018-02-16 2018-11-30
40. MARVELL TECHNOLOGY GROUP LTD 0.002   2018-04-19 2018-11-30
10. COMCAST CORP NEW CL A   2017-12-21 2018-12-03
4. CONSTELLATION BRANDS INC   2018-06-29 2018-12-06
20. MONSTER BEVERAGE CORP   2014-01-13 2018-12-06
20. VERIZON COMMUNICATIONS INC   2018-11-12 2018-12-06
10. APPLE COMPUTER INC COM   2018-07-12 2018-12-07
30. COMCAST CORP NEW CL A   2017-05-04 2018-12-12
10. EXELON CORP   2018-11-12 2018-12-19
3. NEXTERA ENERGY INC   2018-11-12 2018-12-19
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 467   332 135
b 855   835 20
c 499   455 44
d 896   915 -19
e 930   194 736
87   79 8
87   79 8
348   311 37
346   305 41
4,244   2,197 2,047
807   533 274
2,338   2,503 -165
1,029   168 861
1,196   210 986
1,254   1,282 -28
366   320 46
1,466   266 1,200
1,086   801 285
2,282   759 1,523
918   204 714
975   267 708
1,098   218 880
1,251   1,355 -104
2,802   1,604 1,198
923   218 705
1,199   831 368
382   403 -21
1,769   2,213 -444
989   909 80
2,156   2,205 -49
782   615 167
1,598   1,584 14
393   263 130
786   844 -58
2,725   1,783 942
581   645 -64
728   620 108
1,090   924 166
2,218   1,363 855
1,237   1,511 -274
583   488 95
583   477 106
2,190   1,568 622
3,911   3,805 106
2,481   2,464 17
4,696   4,339 357
10,151   10,042 109
1,832   1,863 -31
1,417   1,468 -51
13,015   12,410 605
681   696 -15
3,402   3,540 -138
5,628   5,865 -237
4,311   4,512 -201
4,424   4,466 -42
470   492 -22
295   290 5
1,661   1,678 -17
3,478   3,424 54
999   733 266
981   1,016 -35
1,359   1,381 -22
3,502   3,161 341
2,364   1,958 406
2,716   2,663 53
2,866   2,707 159
1,834   2,105 -271
1,978   1,915 63
1,965   1,535 430
1,149   1,156 -7
1,218   1,182 36
1,605   1,140 465
2,012   1,680 332
928   155 773
1,754   1,155 599
449   423 26
1,797   1,185 612
2,669   2,472 197
823   909 -86
1,463   1,887 -424
1,951   2,252 -301
1,448   294 1,154
827   1,069 -242
1,537   415 1,122
347   152 195
347   178 169
3,534   829 2,705
2,134   2,107 27
1,274   847 427
1,867   1,546 321
1,476   401 1,075
1,061   1,160 -99
637   677 -40
1,838   1,445 393
744   820 -76
1,846   1,373 473
615   599 16
738   689 49
552   109 443
371   417 -46
514   134 380
1,276   871 405
1,630   1,230 400
687   668 19
859   1,001 -142
1,902   2,198 -296
476   176 300
776   592 184
780   833 -53
780   822 -42
1,093   1,228 -135
1,127   572 555
2,580   2,199 381
644   657 -13
1,293   528 765
1,449   1,025 424
1,317   704 613
1,323   191 1,132
611   361 250
900   583 317
1,065   267 798
785   115 670
719   644 75
492   109 383
792   201 591
467   271 196
351   191 160
4,873   2,611 2,262
669   673 -4
1,010   1,133 -123
68   17 51
664   156 508
1,010   1,133 -123
505   77 428
673   301 372
222   159 63
444   473 -29
589   590 -1
1,541   955 586
262   67 195
412   254 158
809   580 229
449   666 -217
1,816   1,830 -14
404   536 -132
1,200   1,088 112
1,111   1,212 -101
1,278   191 1,087
1,124   691 433
1,021   409 612
2,043   1,173 870
248   38 210
950   452 498
1,108   691 417
286   69 217
392   254 138
1,124   276 848
1,725   201 1,524
592   734 -142
1,784   589 1,195
238   38 200
1,038   665 373
264   69 195
475   659 -184
633   662 -29
365   332 33
548   673 -125
1,445   1,553 -108
2,696   2,189 507
127   42 85
1,611   1,068 543
1,550   1,486 64
500   686 -186
3,110   3,346 -236
4   1 3
1,549   268 1,281
3,167   1,374 1,793
1,205   1,276 -71
699   580 119
304   445 -141
861   1,046 -185
10   4 6
3,198   3,036 162
815   719 96
637   863 -226
390   409 -19
757   883 -126
1,155   465 690
1,152   1,183 -31
1,696   1,983 -287
1,110   1,161 -51
458   460 -2
528   538 -10
      110,946
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       135
b       20
c       44
d       -19
e       736
      8
      8
      37
      41
      2,047
      274
      -165
      861
      986
      -28
      46
      1,200
      285
      1,523
      714
      708
      880
      -104
      1,198
      705
      368
      -21
      -444
      80
      -49
      167
      14
      130
      -58
      942
      -64
      108
      166
      855
      -274
      95
      106
      622
      106
      17
      357
      109
      -31
      -51
      605
      -15
      -138
      -237
      -201
      -42
      -22
      5
      -17
      54
      266
      -35
      -22
      341
      406
      53
      159
      -271
      63
      430
      -7
      36
      465
      332
      773
      599
      26
      612
      197
      -86
      -424
      -301
      1,154
      -242
      1,122
      195
      169
      2,705
      27
      427
      321
      1,075
      -99
      -40
      393
      -76
      473
      16
      49
      443
      -46
      380
      405
      400
      19
      -142
      -296
      300
      184
      -53
      -42
      -135
      555
      381
      -13
      765
      424
      613
      1,132
      250
      317
      798
      670
      75
      383
      591
      196
      160
      2,262
      -4
      -123
      51
      508
      -123
      428
      372
      63
      -29
      -1
      586
      195
      158
      229
      -217
      -14
      -132
      112
      -101
      1,087
      433
      612
      870
      210
      498
      417
      217
      138
      848
      1,524
      -142
      1,195
      200
      373
      195
      -184
      -29
      33
      -125
      -108
      507
      85
      543
      64
      -186
      -236
      3
      1,281
      1,793
      -71
      119
      -141
      -185
      6
      162
      96
      -226
      -19
      -126
      690
      -31
      -287
      -51
      -2
      -10
       
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 2 162,583
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 116,000 2,393,760 0.048459
2016 157,562 2,220,223 0.070967
2015 163,593 2,425,922 0.067435
2014 133,038 2,499,632 0.053223
2013 128,148 2,378,671 0.053874
2
Total of line 1, column (d) .....................
2
0.293958
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
0.058792
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
2,622,435
5
Multiply line 4 by line 3......................
5
154,178
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
2,197
7
Add lines 5 and 6........................
7
156,375
8
Enter qualifying distributions from Part XII, line 4,.............
8
152,000
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 4,395
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 4,395
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 4,395
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 5,320
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 5,320
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 925
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet925 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletPA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletBNY MELLON NA Telephone no.bullet (412) 234-8833

    Located atbulletPO BOX 267PITTSBURGHPA ZIP+4bullet152300185
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    BNY Mellon NA TRUSTEE SEE ATTACHED
    0
    0    
    PO BOX 185
    Pittsburgh,PA152300185
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    2,578,768
    b
    Average of monthly cash balances.......................
    1b
    83,603
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,662,371
    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
    2,662,371
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    39,936
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    2,622,435
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    131,122
    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
    131,122
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    4,395
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    4,395
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    126,727
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    126,727
    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
    126,727
    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
    152,000
    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
    152,000
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    152,000
    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 7 126,727
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 17,313
    b Total for prior years:2016, 2015, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 0
    b From 2014...... 0
    c From 2015...... 0
    d From 2016...... 0
    e From 2017...... 0
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 152,000
    a Applied to 2017, but not more than line 2a 17,313
    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..... 126,727
    e Remaining amount distributed out of corpus 7,960
    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 7,960
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......
    7,960
    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.... 7,960
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    NONE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    PARTNERSHIP FOR BETTER HEALTH
    274 WILSON STREET
    CARLISLE,PA17013
    NONE PC GENERAL OPERATING PURPOSES 25,332
    LEBANON VALLEY COLLEGE
    101 NORTH COLLEGE AVENUE
    ANNVILLE,PA17003
    NONE PC GENERAL OPERATING PURPOSES 50,668
    UNITED WAY OF CARLISLE
    145 S HANOVER STREET
    CARLISLE,PA170133437
    NONE PC GENERAL OPERATING PURPOSES 25,332
    CARLISLE UNITED METHODIST CHURCH
    45 SOUTH WEST STREET
    CARLISLE,PA170132837
    NONE PC GENERAL OPERATING PURPOSES 50,668
    Total .................................bullet 3a 152,000
    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 56,040  
    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 ............
        18 162,583  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   218,623  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    218,623
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

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

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 GeneralExplanationAttachment
    Name:
    WATSON ALBERT TA B
    EIN:
    23-6473938
    Identifier Return Reference Explanation
    Attachment to Form 990PF Part VIII, Column (b) Title and Average Hours Per Week Devoted To Position The compensation reported in column (b) paid to BNY Mellon, N.A. as Corporate Trustee is calculated based on market value and current fee schedule. It is not determined on an hourly basis. Corporate Trustee services include administrativeresponsibilities, grant requirements, recordkeeping, investment management, income collection, statement and accounting services, and regulatory reporting.

    TY 2018 InvestmentsOtherSchedule2
    Name:
    WATSON ALBERT TA B
    EIN:
    23-6473938
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    595112103 MICRON TECHNOLOGY AT COST 2,256 1,904
    742718109 PROCTER & GAMBLE CO AT COST 1,839 1,838
    02079K305 ALPHABET INC/CA AT COST 3,016 7,315
    05569M384 BNY MELLON INTL EQUI AT COST 67,575 63,636
    05569M830 BNY MELLON BOND FD C AT COST 133,417 127,398
    05569M855 BNY MELLON EMERGING AT COST 116,640 108,895
    097023105 BOEING COMPANY AT COST 3,177 2,903
    26201F777 DREYFUS INTL SMALL C AT COST 45,275 42,443
    452327109 ILLUMINA INC AT COST 2,872 2,699
    G06242104 ATLASSIAN CORP PLC-C AT COST 1,680 2,669
    007565120 DREYFUS GLOBAL REAL AT COST 73,752 73,700
    007568876 DREYFUS OPPORT SM CA AT COST 38,943 33,762
    060505104 BANK AMER CORP AT COST 4,619 6,899
    101137107 BOSTON SCIENTIFIC CO AT COST 1,877 1,767
    166764100 CHEVRONTEXACO CORP AT COST 4,315 4,569
    26203E646 DREYFUS DIVERSIFIED AT COST 20,675 19,399
    58933Y105 MERCK & CO INC AT COST 3,990 5,349
    609207105 MONDELEZ INTERNATION AT COST 5,854 5,604
    61174X109 MONSTER BEVERAGE COR AT COST 1,321 2,855
    670346105 NUCOR CORP AT COST 1,307 1,554
    79466L302 SALESFORCE COM INC AT COST 758 3,013
    87165B103 SYNCHRONY FINANCIAL AT COST 4,463 3,754
    999Z86567 MELLON OPTIMA L/S ST AT COST 267,901 231,082
    46625H100 J P MORGAN CHASE & C AT COST 6,454 6,150
    747525103 QUALCOMM INC AT COST 5,090 5,122
    718172109 PHILIP MORRIS INTERN AT COST 4,855 4,673
    G47791101 INGERSOLL-RAND PLC AT COST 2,237 6,386
    G5876H105 MARVELL TECHNOLOGY G AT COST 2,016 1,619
    023135106 AMAZON COM INC AT COST 1,608 12,016
    032511107 ANADARKO PETE CORP AT COST 6,100 3,946
    05569M301 BNY MELLON INCOME ST AT COST 134,850 128,628
    05569M509 BNY MELLON MID CAP S AT COST 181,943 223,422
    05569M780 BNY MELLON S/T US GV AT COST 13,395 13,112
    126408103 CSX CORP COM AT COST 3,481 5,592
    20030N101 COMCAST CORP NEW CL AT COST 4,584 5,448
    30063P105 EXACT SCIENCES CORP AT COST 986 1,262
    437076102 HOME DEPOT INC USD 0 AT COST 1,129 4,983
    63872T729 ASG MANAGED FUTURES AT COST 62,777 57,964
    65339F101 NEXTERA ENERGY INC AT COST 5,141 5,388
    002824100 ABBOTT LABORATORIES AT COST 1,136 2,170
    30161N101 EXELON CORP AT COST 4,017 4,961
    30303M102 FACEBOOK INC AT COST 5,733 7,079
    512807108 LAM RESH CORP COM AT COST 2,211 1,906
    91324P102 UNITED HEALTH GROUP AT COST 3,731 6,975
    91913Y100 VALERO ENERGY CORP N AT COST 620 2,399
    21036P108 CONSTELLATION BRANDS AT COST 2,337 2,734
    219350105 CORNING INC COM AT COST 4,017 3,927
    22160K105 COSTCO WHSL CORP NEW AT COST 1,721 3,463
    26203E695 DREYFUS/NEWTON INTER AT COST 30,340 30,081
    56585A102 MARATHON PETROLEUM C AT COST 4,180 2,951
    64110L106 NETFLIX COM INC AT COST 2,130 1,606
    808513105 SCHWAB CHARLES CORP AT COST 2,872 3,738
    848637104 SPLUNK INC AT COST 769 1,363
    86271F560 DREYFUS SELECT MGER AT COST 44,099 41,203
    92343V104 VERIZON COMMUNICATIO AT COST 4,922 5,060
    929089100 VOYA FINANCIAL INC AT COST 2,366 3,211
    999Z86880 COMMIT TO PUR MELLON AT COST 23,472 23,472
    261949739 DREYFUS FLOATING RAT AT COST 85,999 79,815
    037833100 APPLE COMPUTER INC C AT COST 2,891 6,783
    126650100 CVS CORP AT COST 2,331 1,966
    261980759 DREYFUS PREM LT TRM AT COST 52,607 47,300
    45866F104 INTERCONTINENTALEXCH AT COST 1,720 3,767
    478160104 JOHNSON & JOHNSON CO AT COST 4,935 4,646
    552953101 MGM MIRAGE AT COST 4,469 3,396
    857477103 STATE ST CORP COM AT COST 3,999 3,154
    86271F537 DREYFUS INTERNATIONA AT COST 29,687 32,484
    92826C839 VISA INC AT COST 4,681 7,916
    G5960L103 MEDTRONIC PLC AT COST 3,506 3,638
    016255101 ALIGN TECHNOLOGY INC AT COST 1,326 1,885
    026874784 AMERICAN INTERNATION AT COST 792 788
    05569M368 BNY MELLON CORP BOND AT COST 49,619 48,848
    05569M418 BNY MELLON LARGE CAP AT COST 217,922 171,561
    05569M814 BNY MELLON INTERMEDI AT COST 73,062 70,592
    09062X103 BIOGEN IDEC INC AT COST 1,718 1,505
    17275R102 CISCO SYS INC AT COST 6,163 5,633
    007565146 ADVANTAGE DYN TOTAL AT COST 52,649 56,479
    03027X100 AMERICAN TOWER CORP- AT COST 4,657 6,169
    05569M871 BNY MELLON INTL FD C AT COST 89,877 88,694
    110122108 BRISTOL MYERS SQUIBB AT COST 1,885 2,079
    200340107 COMERICA INC COM AT COST 4,609 3,435
    244199105 DEERE & COMPANY AT COST 3,998 4,624
    26078J100 DOWDUPONT INC AT COST 2,976 3,209
    29444U700 EQUINIX INC AT COST 3,445 2,820
    375558103 GILEAD SCIENCES INC AT COST 2,855 2,502
    452308109 ILLINOIS TOOL WORKS AT COST 3,038 4,434
    654106103 NIKE INC CL B AT COST 4,563 5,338
    717081103 PFIZER INC COM AT COST 5,022 5,675
    723787107 PIONEER NAT RES CO AT COST 2,633 2,367
    921075297 VAN ECK CM COMMODITY AT COST 41,034 32,033
    981558109 WORLDPAY INC AT COST 3,143 3,822
    86271F529 DREYFUS SELECT MGER AT COST 36,801 40,769
    872590104 T -MOBILE US INC AT COST 2,671 2,544
    882508104 TEXAS INSTRUMENTS IN AT COST 5,822 5,103
    988498101 YUM BRANDS INC AT COST 2,473 5,515
    78486Q101 SVB FINL GROUP AT COST 3,098 3,039
    G0177J108 ALLERGAN PLC AT COST 2,081 1,871
    G29183103 EATON CORP PLC AT COST 1,657 2,746
    00724F101 ADOBE SYS INC COM AT COST 536 3,167
    150870103 CELANESE CORP DEL AT COST 2,241 4,499
    254687106 DISNEY (WALT) COMPAN AT COST 3,195 5,154
    261986277 DREYFUS GLOBAL REAL AT COST 36,282 37,654
    438516106 HONEYWELL INTL INC AT COST 1,476 5,153
    594918104 MICROSOFT CORP COM AT COST 6,289 7,719

    TY 2018 OtherDecreasesSchedule
    Name:
    WATSON ALBERT TA B
    EIN:
    23-6473938
    Description Amount
    PY RETURN OF CAPITAL ADJUSTMENT 205
    ROC ADJUSTMENT ON CY SALES 32


    TY 2018 TaxesSchedule
    Name:
    WATSON ALBERT TA B
    EIN:
    23-6473938
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 1,493 1,493   0
    FEDERAL TAX PAYMENT - PRIOR YE 4,590 0   0
    FEDERAL ESTIMATES - INCOME 5,320 0   0
    FOREIGN TAXES ON NONQUALIFIED 114 114   0