Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 07-01-2018 , and ending 06-30-2019
Name of foundation
THE DUFFY FAMILY CHRISTIAN FUND
 
Number and street (or P.O. box number if mail is not delivered to street address)300 FIFTH AVE 27TH FLOOR
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH, PA15222
A Employer identification number

25-6887992
B Telephone number (see instructions)

(412) 762-9540
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$2,343,627
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... 50,755 50,755  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 78,572
b Gross sales price for all assets on line 6a 440,264
7 Capital gain net income (from Part IV, line 2)... 78,572
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)....... 5,904    
12 Total. Add lines 1 through 11........ 135,231 129,327  
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).... 24,685 10,518   14,167
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 2,231 1,011   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)....... 2,795 2,795    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 29,711 14,324 0 14,167
25 Contributions, gifts, grants paid....... 85,500 85,500
26 Total expenses and disbursements. Add lines 24 and 25 115,211 14,324 0 99,667
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 20,020
b Net investment income (if negative, enter -0-) 115,003
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 28,422 56,892 56,892
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)....... 335,615 347,886 620,931
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,549,179 Click to see attachment1,526,170 1,665,804
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,913,216 1,930,948 2,343,627
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 1,847,445 1,929,347
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 65,771 1,601
30 Total net assets or fund balances (see instructions)..... 1,913,216 1,930,948
31 Total liabilities and net assets/fund balances (see instructions). 1,913,216 1,930,948
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,913,216
2
Enter amount from Part I, line 27a .....................
2
20,020
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
168
4
Add lines 1, 2, and 3 ..........................
4
1,933,404
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
2,456
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
1,930,948
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 11. VISA INC CLASS A SHARES   2011-12-19 2018-07-12
b 1. BROADCOM INC   2017-03-09 2018-07-17
c 4. BROADCOM INC   2017-11-17 2018-07-17
d 2. FEDEX CORPORATION   2016-11-02 2018-07-17
e 2. FEDEX CORPORATION   2017-10-25 2018-07-17
8. PARKER HANNIFIN CORP   2016-12-05 2018-07-18
4. CONSTELLATION BRANDS INC CL A   2018-04-02 2018-07-27
6. CONSTELLATION BRANDS INC CL A   2018-04-04 2018-07-31
8. MCDONALDS CORP COM   2017-05-26 2018-08-01
1. MCDONALDS CORP COM   2017-10-11 2018-08-01
9. LAUDER ESTEE COS INC CL A   2017-08-22 2018-08-03
1. BOOKING HOLDINGS INC   2011-01-24 2018-08-10
13. SQUARE INC - A   2018-04-27 2018-08-13
5. ALIBABA GROUP HOLDING LTD ADR SEDOL BP41ZD1   2015-11-06 2018-08-14
2. BOOKING HOLDINGS INC   2010-11-17 2018-08-17
7. BROADCOM INC   2017-03-02 2018-08-22
5. FEDEX CORPORATION   2016-11-02 2018-08-23
23. KERING S A ADR   2017-10-27 2018-08-23
366.083 HARBOR FD INTL FD   2007-12-19 2018-08-29
100.631 HARBOR FD INTL FD   2017-12-18 2018-08-29
1227.697 HARBOR FD INTL FD   2006-12-22 2018-08-29
6. FEDEX CORPORATION   2016-10-07 2018-08-30
4. FEDEX CORPORATION   2016-10-24 2018-08-31
4. ADOBE SYSTEMS INC   2013-10-30 2018-09-05
17. MONSTER BEVERAGE CORPORATION   2016-02-09 2018-09-12
13. MONSTER BEVERAGE CORPORATION   2016-02-09 2018-09-14
36. SYSMEX CORP UNSPONSORED ADR   2012-05-18 2018-09-19
12. MONSTER BEVERAGE CORPORATION   2016-02-09 2018-09-20
18. MONSTER BEVERAGE CORPORATION   2016-02-09 2018-09-27
20. PAYPAL HOLDINGS INC-W/I   2017-10-25 2018-09-27
22. KERING S A ADR   2017-10-27 2018-10-01
7. MONSTER BEVERAGE CORPORATION   2016-02-09 2018-10-01
4. MARRIOTT INTERNATIONAL INC CL A   2014-03-28 2018-10-08
1. PAYPAL HOLDINGS INC-W/I   2017-09-28 2018-10-08
12. PAYPAL HOLDINGS INC-W/I   2017-10-25 2018-10-08
8. ALIBABA GROUP HOLDING LTD ADR SEDOL BP41ZD1   2015-11-06 2018-10-11
25. PAYPAL HOLDINGS INC-W/I   2017-08-08 2018-10-11
1. PARKER HANNIFIN CORP   2016-12-19 2018-10-16
5. CONCHO RESOURCES INC   2013-10-02 2018-10-18
5. CONCHO RESOURCES INC   2017-12-21 2018-10-18
12. TEXAS INSTRS INC COM   2017-01-30 2018-10-18
1. BRISTOL MYERS SQUIBB CO   2018-07-12 2018-10-19
11. BRISTOL MYERS SQUIBB CO   2018-07-12 2018-10-22
20. BRISTOL MYERS SQUIBB CO   2018-06-15 2018-10-23
7. PARKER HANNIFIN CORP   2016-12-19 2018-10-24
17. AIA GROUP LTD SPONSORED ADR   2014-10-14 2018-10-25
7. AIR LIQUIDE ADR   2017-09-26 2018-10-25
1. BAIDU INC   2015-02-17 2018-10-25
10. BRISTOL MYERS SQUIBB CO   2011-10-03 2018-10-25
4. BRISTOL MYERS SQUIBB CO   2018-06-15 2018-10-25
2. CANADIAN NATL RAILWAY CO SEDOL 2210959   2011-03-09 2018-10-25
19. CATERPILLAR INC   2017-10-25 2018-10-25
20. CELGENE CORP   2018-07-27 2018-10-25
10. FANUC CORP ADR   2009-04-30 2018-10-25
4. FRESENIUS MED CARE SPONSORED ADR   2016-07-20 2018-10-25
15. ITAU UNIBANCO BANCO HOLDING SPONSERED ADR   2012-12-12 2018-10-25
4. JGC CORP UBSPONSORED ADR   2012-12-05 2018-10-25
5. NESTLE S A SPONSORED ADR REPSTG REG SH   2006-06-23 2018-10-25
5. ROYAL DUTCH SHELL PLC ADR B   2016-03-10 2018-10-25
3. SCHLUMBERGER LTD COM   2008-02-13 2018-10-25
6. SONOVA HLDG AG ADR   2011-03-25 2018-10-25
9. SYMRISE AG UNSPON ADR   2014-06-04 2018-10-25
7. TAIWAN SEMICONDUCTOR MTG CO ADR   2012-12-05 2018-10-25
7. TEXAS INSTRS INC COM   2017-01-23 2018-10-25
4. UNILEVER PLC W/I SPONSORED ADR   2015-06-23 2018-10-25
13. BRISTOL MYERS SQUIBB CO   2011-10-03 2018-10-26
6. PARKER HANNIFIN CORP   2016-12-09 2018-10-26
13. RED HAT INC   2010-10-19 2018-10-29
1. RED HAT INC   2018-04-27 2018-10-29
7. PARKER HANNIFIN CORP   2016-12-06 2018-10-30
19. DASSAULT SYSTEMS SA SPON ADR   2006-06-23 2018-11-12
30. WPP PLC ADR   2008-12-18 2018-11-12
50. DAITO TRUST CONS-SPN ADR ADR SEDOL BHBXYK4   2018-01-10 2018-11-13
8. CATERPILLAR INC   2017-10-25 2018-11-20
5. NVIDIA CORP   2018-06-01 2018-11-21
10. TIFFANY & CO NEW COM   2018-07-23 2018-11-21
9. CATERPILLAR INC   2017-10-25 2018-11-27
4. NVIDIA CORP   2018-06-01 2018-11-29
4. NVIDIA CORP   2018-05-11 2018-11-29
9. TEXAS INSTRS INC COM   2017-01-23 2018-12-10
8. TEXAS INSTRS INC COM   2017-01-20 2018-12-11
8. TEXAS INSTRS INC COM   2017-01-20 2018-12-11
2. CONCHO RESOURCES INC   2013-10-02 2018-12-12
4. MCDONALDS CORP COM   2017-05-24 2018-12-12
146. AIR LIQUIDE ADR   2006-06-23 2018-12-13
67. BBA AVIATION PLC-UNSPON ADR ADR SEDOL B2RB0W1   2016-06-29 2018-12-13
52. CSL LTD-SPONSORED ADR ADR SEDOL BN5TD14   2010-08-24 2018-12-13
10. APPLE INC   2018-08-01 2018-12-14
1. APPLE INC   2006-06-26 2018-12-14
9. CONCHO RESOURCES INC   2013-10-02 2018-12-14
1. ADOBE SYSTEMS INC   2013-10-30 2018-12-17
3. ADOBE SYSTEMS INC   2018-10-25 2018-12-17
16. CONCHO RESOURCES INC   2016-02-26 2018-12-19
8. ALEXION PHARMACEUTICALS INC   2018-09-27 2018-12-21
61. AIA GROUP LTD SPONSORED ADR   2012-03-30 2019-01-03
105. FRESENIUS MED CARE SPONSORED ADR   2006-06-23 2019-01-03
2. ALBEMARLE CORP   2016-07-13 2019-01-09
12. ALBEMARLE CORP   2018-05-18 2019-01-09
3. FLEETCOR TECHNOLOGIES INC   2014-01-22 2019-01-09
5. FLEETCOR TECHNOLOGIES INC   2018-05-04 2019-01-09
9. APPLE INC   2006-06-26 2019-01-14
14. ALBEMARLE CORP   2016-06-29 2019-01-16
11. ALBEMARLE CORP   2016-06-28 2019-01-16
10. CELGENE CORP   2018-07-27 2019-01-18
7. CELGENE CORP   2013-02-05 2019-01-18
43. WEIBO CORP-SPON ADR ADR SEDOL BLLJ4H7   2017-09-26 2019-01-22
13. WEIBO CORP-SPON ADR ADR SEDOL BLLJ4H7   2018-10-08 2019-01-22
12. ALIBABA GROUP HOLDING LTD ADR SEDOL BP41ZD1   2015-11-06 2019-01-23
10. ALIBABA GROUP HOLDING LTD ADR SEDOL BP41ZD1   2015-11-06 2019-01-23
9. CELGENE CORP   2013-02-05 2019-01-23
205. FANUC CORP ADR   2009-04-30 2019-01-23
21. TENCENT HOLDINGS LTD UNSPON ADR   2018-02-20 2019-01-23
18. TENCENT HOLDINGS LTD UNSPON ADR   2018-03-22 2019-01-23
5. MCDONALDS CORP COM   2019-01-24 2019-01-31
82. NASPERS LTD ADR   2015-06-29 2019-02-04
4. MCDONALDS CORP COM   2017-05-24 2019-02-07
4. MCDONALDS CORP COM   2019-01-24 2019-02-07
10. MCDONALDS CORP COM   2017-05-19 2019-02-08
5. UNITEDHEALTH GROUP INC COM   2018-04-27 2019-02-08
26. ACTIVISION BLIZZARD INC   2017-03-13 2019-02-12
11. MCDONALDS CORP COM   2017-05-17 2019-02-13
13. ACTIVISION BLIZZARD INC   2017-03-14 2019-02-20
37. ACTIVISION BLIZZARD INC   2017-03-14 2019-02-21
19. J P MORGAN CHASE & CO COM   2017-04-07 2019-02-22
11. HOME DEPOT INC COM   2016-01-13 2019-02-27
7. J P MORGAN CHASE & CO COM   2017-04-07 2019-02-28
6. UNITEDHEALTH GROUP INC COM   2017-07-20 2019-02-28
13. CANADIAN NATL RAILWAY CO SEDOL 2210959   2011-02-01 2019-03-06
98. GRUPO FIN BANORTE SPON ADR   2017-02-03 2019-03-06
62. LVMH MOET HENNESSY LOUIS ADR   2009-03-18 2019-03-06
51. TENARIS SA ADR   2016-05-25 2019-03-06
11. MARRIOTT INTERNATIONAL INC CL A   2014-03-28 2019-03-11
4. J P MORGAN CHASE & CO COM   2016-12-01 2019-03-12
8. FACEBOOK INC   2018-05-02 2019-03-18
7. GOLDMAN SACHS GROUP INC COM   2016-07-12 2019-03-21
8. GOLDMAN SACHS GROUP INC COM   2016-07-11 2019-03-25
141. AIR LIQUIDE ADR   2006-06-23 2019-03-27
14. DASSAULT SYSTEMS SA SPON ADR   2006-06-23 2019-03-27
156. ITAU UNIBANCO BANCO HOLDING SPONSERED ADR   2012-09-25 2019-03-27
60. ROYAL DUTCH SHELL PLC ADR B   2016-02-25 2019-03-27
8. GOLDMAN SACHS GROUP INC COM   2016-07-11 2019-03-28
172. MONOTARO CO LTD - UNSP ADR ADR SEDOL BCFGY60   2013-11-08 2019-03-28
214.241 AQR EQUITY MARKET NEUTRAL-I   2016-12-20 2019-03-29
22.033 AQR EQUITY MARKET NEUTRAL-I   2018-12-20 2019-03-29
192.77 AQR LONG-SHORT EQUITY-I   2017-12-20 2019-03-29
115.74 AQR LONG-SHORT EQUITY-I   2018-12-20 2019-03-29
5. ADOBE SYSTEMS INC   2013-10-30 2019-03-29
8. AIRBUS SE ADR   2019-02-28 2019-03-29
4. ALIBABA GROUP HOLDING LTD ADR SEDOL BP41ZD1   2015-11-06 2019-03-29
1. ALPHABET INC/CA-CL C   2018-07-20 2019-03-29
1. ALPHABET INC/CA-CL A   2018-07-20 2019-03-29
1. AMAZON.COM INC   2019-02-11 2019-03-29
1. AMERICAN TOWER CORP   2018-12-07 2019-03-29
7. APPLE INC   2006-06-26 2019-03-29
34.68 ISHARES S&P 500 INDEX FUND CLASS K   2016-12-16 2019-03-29
21.955 ISHARES S&P 500 INDEX FUND CLASS K   2018-12-14 2019-03-29
22.625 ISHARES S&P 500 INDEX FUND CLASS K   2018-03-29 2019-03-29
578.411 BLACKROCK STRATEGIC INCOME OPPORTUNITIES PORTFOLIO   2014-05-01 2019-03-29
92.547 BLACKROCK STRATEGIC INCOME OPPORTUNITIES PORTFOLIO   2018-03-31 2019-03-29
88.534 BLACKROCK STRATEGIC INCOME OPPORTUNITIES PORTFOLIO   2018-09-30 2019-03-29
3. BOEING CO   2018-07-25 2019-03-29
1. CHIPOTLE MEXICAN GRIL CL A   2018-06-08 2019-03-29
1. CONSTELLATION BRANDS INC CL A   2019-02-07 2019-03-29
2. COSTCO WHSL CORP NEW COM   2017-12-12 2019-03-29
2. DANAHER CORP   2019-03-21 2019-03-29
159.037 DIAMOND HILL LONG-SHORT FUND CL I   2015-12-18 2019-03-29
145.172 DIAMOND HILL LONG-SHORT FUND CL I   2018-12-14 2019-03-29
290.257 EATON VANCE GLOBAL MACRO ABSOLUTE RETURN FUND   2016-10-28 2019-03-29
103.175 EATON VANCE GLOBAL MACRO ABSOLUTE RETURN FUND   2018-04-27 2019-03-29
98.694 EATON VANCE GLOBAL MACRO ABSOLUTE RETURN FUND   2018-10-30 2019-03-29
8. FACEBOOK INC   2012-11-20 2019-03-29
2. FLEETCOR TECHNOLOGIES INC   2014-01-22 2019-03-29
3. HOME DEPOT INC COM   2016-01-13 2019-03-29
2. ILLUMINA INC COM   2018-08-24 2019-03-29
3. J P MORGAN CHASE & CO COM   2016-12-01 2019-03-29
10. KERING S A ADR   2019-02-12 2019-03-29
3. LOWES COMPANIES INC   2019-02-27 2019-03-29
1. LULULEMON ATHLETICA INC   2019-01-07 2019-03-29
6. MARRIOTT INTERNATIONAL INC CL A   2014-03-28 2019-03-29
8. MASTERCARD INC CL A   2009-02-18 2019-03-29
15. MERCK & CO INC   2018-10-29 2019-03-29
18. MICROSOFT CORP   2016-02-01 2019-03-29
9. MICROSOFT CORP   2018-08-14 2019-03-29
3. NETFLIX.COM INC   2013-06-03 2019-03-29
4. NETFLIX.COM INC   2018-10-29 2019-03-29
9. NIKE INC CL B   2018-08-21 2019-03-29
2. NVIDIA CORP   2018-08-17 2019-03-29
107.608 PNC MULTI-FACT SM CAP-R6   2018-12-21 2019-03-29
7. PAYPAL HOLDINGS INC-W/I   2019-01-25 2019-03-29
284.864 PRINCIPAL MID CAP FUND CLASS INS   2018-12-19 2019-03-29
2. RED HAT INC   2010-10-19 2019-03-29
2. S&P GLOBAL INC   2018-09-19 2019-03-29
2. SAGE THERAPEUTICS INC   2019-02-13 2019-03-29
4. SALESFORCE.COM   2017-02-16 2019-03-29
2. SALESFORCE.COM   2018-04-19 2019-03-29
2. SERVICE NOW INC   2019-02-26 2019-03-29
21.349 TEMPLETON GLOBAL BOND FUND AD FUND   2011-12-19 2019-03-29
28. TENCENT HOLDINGS LTD UNSPON ADR   2018-03-22 2019-03-29
2. TESLA INC   2018-11-20 2019-03-29
4. UNION PAC CORP COM   2019-02-22 2019-03-29
4. UNITEDHEALTH GROUP INC COM   2017-07-19 2019-03-29
10. VISA INC CLASS A SHARES   2011-12-19 2019-03-29
12. MERCK & CO INC   2018-10-29 2019-04-05
10. BRISTOL MYERS SQUIBB CO   2011-10-03 2019-04-09
25. BRISTOL MYERS SQUIBB CO   2018-12-07 2019-04-09
21. BRISTOL MYERS SQUIBB CO   2011-10-04 2019-04-10
16. MERCK & CO INC   2018-10-22 2019-04-10
1. TESLA INC   2018-07-13 2019-04-11
2. TESLA INC   2018-11-20 2019-04-11
8. MERCK & CO INC   2018-10-18 2019-04-15
12. MERCK & CO INC   2018-10-18 2019-04-16
9. MULTICHOICE GROUP LTD - ADR ADR SEDOL BJLKFN9   2019-03-04 2019-04-16
41. AIA GROUP LTD SPONSORED ADR   2012-03-30 2019-04-17
46. ALLIANZ SE SPON ADR   2016-11-16 2019-04-17
338. BAYER A G SPONSORED ADR   2016-06-08 2019-04-17
5. RED HAT INC   2010-10-20 2019-04-17
3. UNITEDHEALTH GROUP INC COM   2017-07-19 2019-04-17
17. KERING S A ADR   2019-02-12 2019-04-18
7. KERING S A ADR   2017-10-25 2019-04-18
4. TESLA INC   2018-07-13 2019-04-22
3. BROADCOM INC   2017-02-16 2019-04-23
6. RED HAT INC   2010-10-07 2019-04-23
6. RED HAT INC   2010-10-07 2019-04-24
7. SQUARE INC - A   2019-01-23 2019-04-24
12. RED HAT INC   2010-10-07 2019-04-25
14. SQUARE INC - A   2019-01-08 2019-04-25
5. MASTERCARD INC CL A   2009-02-18 2019-04-29
15. ASTRAZENECA PLC SPONS ADR   2019-03-29 2019-04-30
1. AMERICAN INTERNATIONAL GROUP, INC., SECURITIES LITIGATION   2001-01-01 2019-05-02
25. ASTRAZENECA PLC SPONS ADR   2018-07-31 2019-05-10
6. ASTRAZENECA PLC SPONS ADR   2019-03-29 2019-05-10
9. CROWN CASTLE INTL CORP   2018-11-28 2019-05-10
5. UNITEDHEALTH GROUP INC COM   2017-06-21 2019-05-15
6. VISA INC CLASS A SHARES   2011-12-19 2019-05-16
23. TAIWAN SEMICONDUCTOR MTG CO ADR   2019-04-18 2019-05-17
3. CROWN CASTLE INTL CORP   2018-11-28 2019-05-21
3. CROWN CASTLE INTL CORP   2018-10-08 2019-05-21
14. LOWES COMPANIES INC   2019-02-27 2019-05-22
3. ALIBABA GROUP HOLDING LTD ADR SEDOL BP41ZD1   2019-04-03 2019-05-23
5. BOEING CO   2010-02-19 2019-05-23
10. TENCENT HOLDINGS LTD UNSPON ADR   2018-03-22 2019-05-23
13. LOWES COMPANIES INC   2019-02-11 2019-05-28
19. TAIWAN SEMICONDUCTOR MTG CO ADR   2019-04-17 2019-05-28
10. LOWES COMPANIES INC   2019-02-07 2019-05-29
20. TAIWAN SEMICONDUCTOR MTG CO ADR   2019-04-17 2019-05-29
1. ALPHABET INC/CA-CL C   2019-02-13 2019-06-05
1. ALPHABET INC/CA-CL A   2019-02-13 2019-06-05
68. JGC CORP UBSPONSORED ADR   2011-05-11 2019-06-06
6. MARRIOTT INTERNATIONAL INC CL A   2014-03-28 2019-06-06
89. PARK24 CO LTD-SPN ADR ADR SEDOL BK3NZ99   2016-02-05 2019-06-06
8. BIOMARIN PHARMACEUTICAL INC   2013-03-13 2019-06-07
3. BIOMARIN PHARMACEUTICAL INC   2019-03-29 2019-06-07
1. ALEXION PHARMACEUTICALS INC   2019-03-29 2019-06-10
7. ALEXION PHARMACEUTICALS INC   2017-07-28 2019-06-10
2. ALEXION PHARMACEUTICALS INC   2018-09-27 2019-06-10
52. TENCENT HOLDINGS LTD UNSPON ADR   2017-12-19 2019-06-10
24. TENCENT HOLDINGS LTD UNSPON ADR   2017-12-06 2019-06-12
3. NETFLIX.COM INC   2013-06-03 2019-06-13
3. UNITEDHEALTH GROUP INC COM   2017-06-19 2019-06-14
3. CONSTELLATION BRANDS INC CL A   2019-04-17 2019-06-24
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 1,533   271 1,262
b 206   222 -16
c 826   1,084 -258
d 461   346 115
e 461   453 8
1,280   1,177 103
859   915 -56
1,258   1,347 -89
1,253   1,210 43
157   163 -6
1,212   982 230
1,906   423 1,483
963   624 339
859   415 444
3,635   804 2,831
1,467   1,546 -79
1,227   865 362
1,209   1,126 83
24,099   21,947 2,152
6,625   6,754 -129
80,819   75,000 5,819
1,480   1,035 445
985   689 296
1,031   217 814
991   677 314
773   518 255
1,585   342 1,243
724   478 246
1,057   717 340
1,792   1,450 342
1,189   1,012 177
402   279 123
482   222 260
81   64 17
973   853 120
1,114   664 450
1,906   1,561 345
165   143 22
742   566 176
742   749 -7
1,198   937 261
55   57 -2
563   624 -61
1,005   1,106 -101
1,043   998 45
515   366 149
170   167 3
190   209 -19
486   316 170
194   218 -24
165   75 90
2,155   2,636 -481
1,506   1,793 -287
163   72 91
157   179 -22
194   164 30
161   272 -111
419   150 269
322   239 83
160   253 -93
185   118 67
182   121 61
259   119 140
640   542 98
217   181 36
659   410 249
879   854 25
2,210   1,244 966
170   163 7
1,040   995 45
2,328   494 1,834
1,646   922 724
1,656   2,417 -761
983   1,096 -113
726   1,283 -557
1,020   1,352 -332
1,113   1,230 -117
629   996 -367
629   1,022 -393
832   675 157
767   598 169
762   597 165
245   226 19
736   597 139
3,537   3,304 233
907   1,000 -93
3,405   726 2,679
1,674   2,005 -331
167   8 159
1,037   919 118
226   54 172
678   747 -69
1,708   1,458 250
774   1,108 -334
1,916   913 1,003
3,303   2,533 770
153   171 -18
916   1,269 -353
569   323 246
948   1,008 -60
1,353   76 1,277
1,043   1,148 -105
814   857 -43
865   873 -8
605   348 257
2,371   4,252 -1,881
717   832 -115
1,827   996 831
1,518   830 688
781   448 333
3,356   1,475 1,881
888   1,133 -245
759   944 -185
897   933 -36
3,609   2,166 1,443
698   594 104
698   746 -48
1,747   1,483 264
1,305   1,208 97
1,073   1,292 -219
1,914   1,619 295
557   641 -84
1,563   1,813 -250
1,998   1,679 319
2,032   1,734 298
731   604 127
1,488   1,163 325
1,116   476 640
2,652   2,461 191
4,294   796 3,498
1,359   1,340 19
1,326   610 716
416   326 90
1,299   1,414 -115
1,351   1,207 144
1,512   1,239 273
3,561   1,699 1,862
2,022   364 1,658
1,301   1,133 168
3,817   2,823 994
1,521   1,216 305
3,719   978 2,741
2,256   2,633 -377
232   235 -3
2,182   2,718 -536
1,310   1,259 51
1,330   272 1,058
264   259 5
727   332 395
1,169   1,194 -25
1,172   1,206 -34
1,780   1,598 182
196   169 27
1,326   59 1,267
11,663   10,302 1,361
7,383   6,978 405
7,609   7,424 185
5,640   5,768 -128
902   908 -6
863   858 5
1,143   1,057 86
708   458 250
175   174 1
483   377 106
263   264 -1
4,040   4,081 -41
3,687   3,477 210
2,490   2,638 -148
885   910 -25
847   845 2
1,330   185 1,145
493   215 278
574   374 200
617   682 -65
303   245 58
572   533 39
328   319 9
164   135 29
750   332 418
1,878   125 1,753
1,246   1,105 141
2,114   986 1,128
1,057   983 74
1,065   96 969
1,421   1,148 273
758   739 19
359   493 -134
2,488   2,215 273
725   658 67
7,703   6,432 1,271
366   78 288
422   426 -4
319   310 9
632   324 308
316   248 68
492   471 21
241   275 -34
1,288   1,468 -180
557   698 -141
668   681 -13
983   762 221
1,554   246 1,308
977   873 104
461   314 147
1,153   1,297 -144
968   659 309
1,295   1,158 137
269   317 -48
538   698 -160
629   576 53
949   864 85
79   60 19
1,668   600 1,068
1,104   1,022 82
5,870   8,999 -3,129
913   194 719
647   567 80
976   906 70
402   321 81
1,052   1,269 -217
949   634 315
1,094   229 865
1,095   229 866
509   501 8
2,188   457 1,731
1,012   932 80
1,236   78 1,158
568   610 -42
57     57
935   975 -40
224   244 -20
1,126   1,005 121
1,185   924 261
990   148 842
931   1,041 -110
375   335 40
375   332 43
1,390   1,523 -133
470   537 -67
1,738   607 1,131
416   524 -108
1,218   1,322 -104
720   855 -135
931   968 -37
751   886 -135
1,035   1,133 -98
1,037   1,141 -104
1,759   3,857 -2,098
763   332 431
1,868   2,439 -571
643   491 152
241   267 -26
118   135 -17
825   966 -141
236   277 -41
2,280   2,705 -425
1,026   1,187 -161
1,025   96 929
736   551 185
546   577 -31
      14,931
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       1,262
b       -16
c       -258
d       115
e       8
      103
      -56
      -89
      43
      -6
      230
      1,483
      339
      444
      2,831
      -79
      362
      83
      2,152
      -129
      5,819
      445
      296
      814
      314
      255
      1,243
      246
      340
      342
      177
      123
      260
      17
      120
      450
      345
      22
      176
      -7
      261
      -2
      -61
      -101
      45
      149
      3
      -19
      170
      -24
      90
      -481
      -287
      91
      -22
      30
      -111
      269
      83
      -93
      67
      61
      140
      98
      36
      249
      25
      966
      7
      45
      1,834
      724
      -761
      -113
      -557
      -332
      -117
      -367
      -393
      157
      169
      165
      19
      139
      233
      -93
      2,679
      -331
      159
      118
      172
      -69
      250
      -334
      1,003
      770
      -18
      -353
      246
      -60
      1,277
      -105
      -43
      -8
      257
      -1,881
      -115
      831
      688
      333
      1,881
      -245
      -185
      -36
      1,443
      104
      -48
      264
      97
      -219
      295
      -84
      -250
      319
      298
      127
      325
      640
      191
      3,498
      19
      716
      90
      -115
      144
      273
      1,862
      1,658
      168
      994
      305
      2,741
      -377
      -3
      -536
      51
      1,058
      5
      395
      -25
      -34
      182
      27
      1,267
      1,361
      405
      185
      -128
      -6
      5
      86
      250
      1
      106
      -1
      -41
      210
      -148
      -25
      2
      1,145
      278
      200
      -65
      58
      39
      9
      29
      418
      1,753
      141
      1,128
      74
      969
      273
      19
      -134
      273
      67
      1,271
      288
      -4
      9
      308
      68
      21
      -34
      -180
      -141
      -13
      221
      1,308
      104
      147
      -144
      309
      137
      -48
      -160
      53
      85
      19
      1,068
      82
      -3,129
      719
      80
      70
      81
      -217
      315
      865
      866
      8
      1,731
      80
      1,158
      -42
      57
      -40
      -20
      121
      261
      842
      -110
      40
      43
      -133
      -67
      1,131
      -108
      -104
      -135
      -37
      -135
      -98
      -104
      -2,098
      431
      -571
      152
      -26
      -17
      -141
      -41
      -425
      -161
      929
      185
      -31
       
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 78,572
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 108,500 2,317,530 0.046817
2016 80,000 2,139,944 0.037384
2015 97,216 1,594,518 0.060969
2014 108,598 2,292,054 0.04738
2013 123,176 2,230,950 0.055212
2
Total of line 1, column (d) .....................
2
0.247762
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
0.049552
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
2,278,790
5
Multiply line 4 by line 3......................
5
112,919
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
1,150
7
Add lines 5 and 6........................
7
114,069
8
Enter qualifying distributions from Part XII, line 4,.............
8
99,667
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 2,300
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 2,300
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 2,300
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 2,440
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 2,440
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 10 140
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet140 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 ofbulletPNC BANK NA Telephone no.bullet (412) 762-9161

    Located atbullet116 ALLEGHENY CENTER MALLPITTSBURGHPA ZIP+4bullet15212
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    DANIEL DUFFY TRUSTEE
    1
    0    
    555 KEYSTONE DRIVE
    WARRENDALE,PA15086
    DAVID DUFFY TRUSTEE
    1
    0    
    555 KEYSTONE DRIVE
    WARRENDALE,PA15086
    DENNIS DUFFY TRUSTEE
    1
    0    
    555 KEYSTONE DRIVE
    WARRENDALE,PA15086
    DOUGLAS DUFFY TRUSTEE
    1
    0    
    555 KEYSTONE DRIVE
    WARRENDALE,PA15086
    DRU DUFFY TRUSTEE
    1
    0    
    555 KEYSTONE DRIVE
    WARRENDALE,PA15086
    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
    2,313,492
    b
    Average of monthly cash balances.......................
    1b
    0
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,313,492
    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
    2,313,492
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    34,702
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    2,278,790
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    113,940
    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
    113,940
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    2,300
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,300
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    111,640
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    111,640
    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
    111,640
    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
    99,667
    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
    99,667
    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
    99,667
    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 7 111,640
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 35,213
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 0
    b From 2014...... 0
    c From 2015...... 0
    d From 2016...... 0
    e From 2017...... 0
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 99,667
    a Applied to 2017, but not more than line 2a 35,213
    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..... 64,454
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2018. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........
    47,186
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2014.... 0
    b Excess from 2015.... 0
    c Excess from 2016.... 0
    d Excess from 2017.... 0
    e Excess from 2018.... 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    KENNETH SPRUILL
    300 FIFTH AVENUE 27TH FL
    PITTSBURGH,PA15222
    (412) 762-9540
    bThe form in which applications should be submitted and information and materials they should include:
    COMPLETE A COMMON GRANT APPLICATION FORM
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    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
    FAMILY GUIDANCE INC
    913 WESTERN AVENUE
    PITTSBURGH,PA15233
    NONE PC GENERAL SUPPORT 7,500
    BEAVER FALLS YOUTH NETWORK INC
    PO BOX 34
    BEAVER FALLS,PA15010
    NONE PC GENERAL SUPPORT 20,000
    ORPHAN'S TREE INC
    PO BOX 62904
    COLORADO SPRINGS,CO80962
    NONE PC GENERAL SUPPORT 25,000
    SO SHINE FOUNDATION
    613 N MAIN STREET
    NEWTON,KS67114
    NONE PC EXPAND THE 15,000
    TIH MINISTRIES INC
    PO BOX 5507
    CANTON,GA30114
    NONE PC GENERAL SUPPORT 18,000
    Total .................................bullet 3a 85,500
    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 50,755  
    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 78,572  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aFEDERAL TAX REFUND
        14 5,904  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   135,231  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    135,231
    (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 InvestmentsOtherSchedule2
    Name:
    THE DUFFY FAMILY CHRISTIAN FUND
    EIN:
    25-6887992
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MUTUAL FUNDS - FIXED AT COST 564,392 549,508
    MUTUAL FUNDS - EQUITY AT COST 961,778 1,116,296

    TY 2018 OtherDecreasesSchedule
    Name:
    THE DUFFY FAMILY CHRISTIAN FUND
    EIN:
    25-6887992
    Description Amount
    ROUNDING ADJ FOR SALES AND TRANSACTIONS 4
    PURC 7.022 SHS THRU REINVEST OF DIVIDEND 2,452


    TY 2018 OtherExpensesSchedule
    Name:
    THE DUFFY FAMILY CHRISTIAN FUND
    EIN:
    25-6887992
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MAP MANAGEMENT FEES 2,079 2,079   0
    ACCOUNT MAINTENANCE FEES 500 500   0
    ADR SERVICE FEES 216 216   0


    TY 2018 OtherIncomeSchedule2
    Name:
    THE DUFFY FAMILY CHRISTIAN FUND
    EIN:
    25-6887992
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    FEDERAL TAX REFUND FROM PRIOR YEAR 5,904 0  


    TY 2018 OtherIncreasesSchedule
    Name:
    THE DUFFY FAMILY CHRISTIAN FUND
    EIN:
    25-6887992
    Description Amount
    POSTED IN CURRENT YR FOR PRIOR YR 108
    DIFF BETWEEN TRADE DATE/SETTLE DATE 60


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    THE DUFFY FAMILY CHRISTIAN FUND
    EIN:
    25-6887992
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PNC AGENT FOR TRUSTEE FEES 10,518 10,518    
    PNC PRIVATE FOUNDATION MANAGEM 14,167     14,167


    TY 2018 TaxesSchedule
    Name:
    THE DUFFY FAMILY CHRISTIAN FUND
    EIN:
    25-6887992
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 1,011 1,011   0
    FEDERAL ESTIMATES - PRINCIPAL 1,220 0   0