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
SEGUI BERNARDO J RES TR UW
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 185
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH, PA152300185
A Employer identification number

23-6494765
B Telephone number (see instructions)

(215) 553-3643
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$5,636,168J 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... 118,154 118,372  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 288,214
b Gross sales price for all assets on line 6a 2,538,752
7 Capital gain net income (from Part IV, line 2)... 288,214
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........ 406,368 406,586  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 53,648 32,189   21,459
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 19,032 4,169   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.......... 72,680 36,358 0 21,459
25 Contributions, gifts, grants paid....... 237,250 237,250
26 Total expenses and disbursements. Add lines 24 and 25 309,930 36,358 0 258,709
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 96,438
b Net investment income (if negative, enter -0-) 370,228
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......... 77,093 113,369 113,369
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).......... 4,898,279 Click to see attachment4,954,465 5,522,799
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) 4,975,372 5,067,834 5,636,168
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........ 4,975,372 5,067,834
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)..... 4,975,372 5,067,834
31 Total liabilities and net assets/fund balances (see instructions). 4,975,372 5,067,834
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
4,975,372
2
Enter amount from Part I, line 27a .....................
2
96,438
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
5,071,810
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
3,976
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
5,067,834
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 24. BROADCOM INC   2017-07-25 2018-07-12
b 25. BROADCOM INC   2018-03-15 2018-07-12
c 15. BROADCOM INC   2016-12-02 2018-07-12
d 90. T -MOBILE US INC   2017-06-08 2018-07-13
e 40. ADOBE SYS INC COM   2013-03-22 2018-07-17
13. ALIGN TECHNOLOGY INC   2017-06-16 2018-07-31
3. AMAZON COM INC   2011-06-01 2018-07-31
71. STRYKER CORP   2018-03-29 2018-07-31
17. UNITED HEALTH GROUP INC   2016-09-14 2018-07-31
310. ALLY FINANCIAL INC   2015-01-07 2018-08-01
26. NVIDIA CORP   2016-10-13 2018-08-01
290. MARVELL TECHNOLOGY GROUP LTD 0.002   2018-01-24 2018-08-01
130. AT&T INC   2016-06-08 2018-08-02
380. ALLY FINANCIAL INC   2015-01-27 2018-08-02
70. COMCAST CORP NEW CL A   2017-03-17 2018-08-02
31. ALEXION PHARMACEUTICALS INC   2016-11-04 2018-08-03
390. ALLY FINANCIAL INC   2016-11-15 2018-08-03
32. ALEXION PHARMACEUTICALS INC   2016-11-04 2018-08-06
31. ALEXION PHARMACEUTICALS INC   2017-12-08 2018-08-06
17. FACEBOOK INC   2015-04-15 2018-08-07
6. LAM RESH CORP COM   2017-07-27 2018-08-07
30. MICRON TECHNOLOGY   2017-01-03 2018-08-07
8. NVIDIA CORP   2016-10-13 2018-08-07
110. NUCOR CORP   2013-04-24 2018-08-09
120. PROCTER & GAMBLE CO COM   2016-01-06 2018-08-09
5. LAM RESH CORP COM   2017-10-12 2018-08-15
48. LAM RESH CORP COM   2017-07-27 2018-08-15
160. MICRON TECHNOLOGY   2018-03-09 2018-08-15
180. MICRON TECHNOLOGY   2017-01-03 2018-08-15
50. ATLASSIAN CORP PLC-CLASS A   2018-03-02 2018-08-15
56. EXXON MOBIL CORP   2015-08-21 2018-08-17
84. EXXON MOBIL CORP   2017-10-25 2018-08-17
40. EXACT SCIENCES CORP   2018-01-12 2018-08-23
140. COMCAST CORP NEW CL A   2017-03-17 2018-08-24
62. SPLUNK INC   2017-03-01 2018-08-24
86. EXXON MOBIL CORP   2017-10-25 2018-09-06
60. EXXON MOBIL CORP   2018-06-27 2018-09-06
80. T -MOBILE US INC   2017-06-08 2018-09-07
160. MICRON TECHNOLOGY   2018-05-14 2018-09-13
60. EXACT SCIENCES CORP   2018-01-12 2018-09-18
24. UNITED HEALTH GROUP INC   2016-09-14 2018-09-18
24. ADOBE SYS INC COM   2014-04-15 2018-09-19
22. SALESFORCE COM INC   2015-07-22 2018-09-19
30. ATLASSIAN CORP PLC-CLASS A   2018-03-02 2018-09-19
20. NVIDIA CORP   2016-10-13 2018-09-20
17. ADOBE SYS INC COM   2014-04-15 2018-09-21
130. CORNING INC COM   2017-06-29 2018-09-21
12. FACEBOOK INC   2015-05-04 2018-09-21
16. NVIDIA CORP   2016-10-13 2018-09-21
14. SALESFORCE COM INC   2015-07-22 2018-09-21
19. SPLUNK INC   2017-03-01 2018-09-21
20. ATLASSIAN CORP PLC-CLASS A   2018-03-05 2018-09-21
39619.651 DREYFUS SELECT MGR L/S EQ-Y   2017-08-01 2018-09-25
373.665 DREYFUS SELECT MGR L/S EQ-Y   2017-12-22 2018-09-25
140. AT&T INC   2016-06-08 2018-09-28
30. T -MOBILE US INC   2017-06-08 2018-09-28
95. COLGATE PALMOLIVE CO COM   2018-01-16 2018-10-02
21. GARRETT MOTION INC-WI   2004-01-14 2018-10-02
5095.109 DREYFUS GLOBAL REAL RET -Y   2016-07-01 2018-10-03
5848.861 BNY MELLON INTERMEDIATE BOND FD CL M   2008-05-19 2018-10-03
33117.505 BNY MELLON INTERMEDIATE BOND FD CL M   2018-09-25 2018-10-03
95. COLGATE PALMOLIVE CO COM   2018-01-16 2018-10-03
545.511 DREYFUS SELECT MGER S/C GR-Y   2015-04-13 2018-10-03
660.377 DREYFUS SELECT MGER S/C VL-Y   2015-04-13 2018-10-03
169. ANDEAVOR   2017-01-30 2018-10-04
8. ADOBE SYS INC COM   2014-04-15 2018-10-08
1375.516 DREYFUS GLOBAL REAL RET -Y   2016-07-01 2018-10-08
9. ALIGN TECHNOLOGY INC   2017-06-19 2018-10-08
2. AMAZON COM INC   2011-06-01 2018-10-08
14. COSTCO WHSL CORP NEW   2015-12-04 2018-10-08
9. HOME DEPOT INC USD 0.05   2011-04-12 2018-10-08
24. ILLINOIS TOOL WORKS INC COM   2014-08-15 2018-10-08
8. NVIDIA CORP   2016-10-13 2018-10-08
19. SPLUNK INC   2017-03-01 2018-10-08
30. ATLASSIAN CORP PLC-CLASS A   2018-03-05 2018-10-08
90. INVESCO LTD   2011-04-12 2018-10-08
610. INVESCO LTD   2011-04-12 2018-10-11
50. INVESCO LTD   2016-07-20 2018-10-12
160. INVESCO LTD   2018-03-21 2018-10-12
110. INVESCO LTD   2018-08-01 2018-10-12
5. ALPHABET INC/CA   2015-07-17 2018-10-15
25. ADOBE SYS INC COM   2014-04-15 2018-10-16
5. ALPHABET INC/CA   2015-07-17 2018-10-16
35. SALESFORCE COM INC   2016-03-30 2018-10-16
140. ABBOTT LABORATORIES   2014-06-19 2018-10-18
8. ADOBE SYS INC COM   2015-08-04 2018-10-19
12. ALIGN TECHNOLOGY INC   2017-06-19 2018-10-19
5. ALPHABET INC/CA   2015-07-17 2018-10-19
50. GILEAD SCIENCES INC   2018-06-20 2018-10-19
14. SALESFORCE COM INC   2016-03-31 2018-10-19
20. SPLUNK INC   2017-03-01 2018-10-19
42. SALESFORCE COM INC   2016-08-19 2018-10-22
20. SPLUNK INC   2017-05-30 2018-10-22
20. ATLASSIAN CORP PLC-CLASS A   2018-03-06 2018-10-22
3. AMAZON COM INC   2011-06-01 2018-10-23
32. NETFLIX COM INC   2018-08-24 2018-10-29
47. NVIDIA CORP   2016-10-13 2018-10-29
8. ADOBE SYS INC COM   2015-08-04 2018-10-30
6. ALPHABET INC/CA   2015-07-27 2018-10-30
14. SALESFORCE COM INC   2016-08-19 2018-10-30
43. ALLERGAN PLC   2013-09-30 2018-10-30
70. ELECTRONIC ARTS   2016-11-02 2018-10-31
50. APPLE COMPUTER INC COM   2015-04-15 2018-11-02
320. HARTFORD FINL SVCS GROUP INC COM   2014-10-20 2018-11-02
35.8333 RESIDEO TECHNOLOGIES INC-W/I   2004-01-14 2018-11-02
.1667 RESIDEO TECHNOLOGIES INC-W/I   2018-10-02 2018-11-02
76. SPLUNK INC   2017-05-30 2018-11-06
260. AT&T INC   2016-06-08 2018-11-08
110. MARVELL TECHNOLOGY GROUP LTD 0.002   2018-02-01 2018-11-08
86. APPLE COMPUTER INC COM   2016-03-31 2018-11-12
.5 GARRETT MOTION INC-WI   2007-01-22 2018-11-14
12530.955 ASG MANAGED FUTURES STRAT-Y   2015-04-16 2018-11-15
36. ADOBE SYS INC COM   2015-08-04 2018-11-19
120. NVIDIA CORP   2016-10-18 2018-11-19
50. EXACT SCIENCES CORP   2018-01-16 2018-11-20
19. ILLUMINA INC   2018-07-31 2018-11-20
30. ATLASSIAN CORP PLC-CLASS A   2018-03-06 2018-11-20
120. MARVELL TECHNOLOGY GROUP LTD 0.002   2018-02-01 2018-11-20
32. APPLE COMPUTER INC COM   2017-10-17 2018-11-23
153. ELECTRONIC ARTS   2016-11-02 2018-11-30
46. ELECTRONIC ARTS   2018-09-19 2018-11-30
60. INTERCONTINENTALEXCHANGE GRO   2013-01-17 2018-11-30
250. MARVELL TECHNOLOGY GROUP LTD 0.002   2018-02-06 2018-11-30
150. COMCAST CORP NEW CL A   2017-04-20 2018-12-03
25. CONSTELLATION BRANDS INC   2015-08-14 2018-12-06
80. MONSTER BEVERAGE CORP   2014-01-13 2018-12-06
160. VERIZON COMMUNICATIONS INC   2018-10-16 2018-12-06
27. APPLE COMPUTER INC COM   2018-07-12 2018-12-07
27. APPLE COMPUTER INC COM   2017-10-17 2018-12-07
150. COMCAST CORP NEW CL A   2017-05-04 2018-12-12
100. EXELON CORP   2015-08-21 2018-12-19
26. NEXTERA ENERGY INC   2018-05-09 2018-12-19
220. ANADARKO PETE CORP   2018-06-15 2019-01-02
37. HOME DEPOT INC USD 0.05   2011-04-12 2019-01-02
90. CORNING INC COM   2017-06-29 2019-01-03
30. ATLASSIAN CORP PLC-CLASS A   2018-03-28 2019-01-07
100. MEDTRONIC PLC   2018-05-31 2019-01-07
50. CISCO SYS INC   2018-09-21 2019-01-09
60. QUALCOMM INC   2018-11-19 2019-01-09
31. AMERICAN TOWER CORP-CL A   2015-06-24 2019-01-15
60. EXELON CORP   2015-08-21 2019-01-15
11. NEXTERA ENERGY INC   2018-05-09 2019-01-15
40. ATLASSIAN CORP PLC-CLASS A   2018-03-28 2019-01-16
160. CISCO SYS INC   2018-09-21 2019-01-17
21. HOME DEPOT INC USD 0.05   2011-04-12 2019-01-17
36. JOHNSON & JOHNSON COM   2017-08-10 2019-01-17
120. PFIZER INC COM   2017-10-24 2019-01-17
200. QUALCOMM INC   2018-11-19 2019-01-17
11. AMERICAN TOWER CORP-CL A   2015-06-26 2019-01-18
70. CISCO SYS INC   2018-09-21 2019-01-18
6. EQUINIX INC   2017-06-21 2019-01-18
40. EXELON CORP   2016-01-06 2019-01-18
10. NEXTERA ENERGY INC   2018-05-09 2019-01-18
20. ATLASSIAN CORP PLC-CLASS A   2018-03-28 2019-01-18
37. APPLE COMPUTER INC COM   2018-07-12 2019-01-24
72. JOHNSON & JOHNSON COM   2017-08-10 2019-01-24
25. LAM RESH CORP COM   2017-10-12 2019-01-24
90. QUALCOMM INC   2018-11-23 2019-01-24
6. AMAZON COM INC   2011-06-01 2019-01-29
190. QUALCOMM INC   2018-11-30 2019-01-31
90. VERIZON COMMUNICATIONS INC   2018-10-16 2019-01-31
46. MICROSOFT CORP COM   2016-01-07 2019-02-08
28. APPLE COMPUTER INC COM   2018-07-12 2019-02-11
45. MICROSOFT CORP COM   2016-04-20 2019-02-11
110. COMCAST CORP NEW CL A   2017-05-11 2019-02-13
70. VERIZON COMMUNICATIONS INC   2018-10-16 2019-02-13
60. CORNING INC COM   2017-06-29 2019-02-19
27. TEXAS INSTRUMENTS INC   2018-08-01 2019-02-19
70. GILEAD SCIENCES INC   2018-06-20 2019-02-20
30. CSX CORP COM   2017-01-13 2019-02-27
140. NUCOR CORP   2013-04-24 2019-02-27
9. ILLUMINA INC   2018-07-31 2019-02-28
27. UNITED HEALTH GROUP INC   2016-09-14 2019-02-28
40. MEDTRONIC PLC   2018-05-31 2019-02-28
270. INTERCONTINENTALEXCHANGE GRO   2013-01-17 2019-03-04
3. AMAZON COM INC   2011-06-01 2019-03-06
29. LAM RESH CORP COM   2017-10-12 2019-03-07
8. ALIGN TECHNOLOGY INC   2017-06-19 2019-03-08
180. PFIZER INC COM   2017-10-25 2019-03-08
80. T -MOBILE US INC   2017-06-08 2019-03-08
50. CISCO SYS INC   2018-09-21 2019-03-14
74. TEXAS INSTRUMENTS INC   2018-08-01 2019-03-14
23. ADOBE SYS INC COM   2016-03-30 2019-03-18
80. MONSTER BEVERAGE CORP   2014-01-13 2019-03-19
100. CISCO SYS INC   2018-09-21 2019-03-20
40. T -MOBILE US INC   2017-09-11 2019-03-20
50. VERIZON COMMUNICATIONS INC   2018-10-19 2019-03-20
35. BIOGEN IDEC INC   2018-01-18 2019-03-21
44. TEXAS INSTRUMENTS INC   2018-08-01 2019-03-25
50. YUM BRANDS INC   2011-10-28 2019-03-28
30. MERCK & CO INC   2014-01-24 2019-04-02
30. MEDTRONIC PLC   2018-05-31 2019-04-02
160. CORNING INC COM   2017-07-05 2019-04-03
18. MICROSOFT CORP COM   2016-04-20 2019-04-03
80. CORNING INC COM   2017-07-25 2019-04-04
134. WORLDPAY INC   2017-07-11 2019-04-10
90. VERIZON COMMUNICATIONS INC   2018-10-19 2019-04-11
136. WORLDPAY INC   2017-07-12 2019-04-11
30. CSX CORP COM   2017-01-13 2019-04-12
19. HONEYWELL INTL INC   2004-01-14 2019-04-12
21. ILLINOIS TOOL WORKS INC COM   2014-08-15 2019-04-17
56. UNITED HEALTH GROUP INC   2016-09-14 2019-04-17
130. CORNING INC COM   2017-07-25 2019-04-18
60. CORNING INC COM   2017-12-14 2019-04-24
370. INTEL CORPORATION   2019-01-24 2019-04-29
110. MONSTER BEVERAGE CORP   2014-01-13 2019-04-30
180. SYNCHRONY FINANCIAL   2016-10-05 2019-05-02
280. ANADARKO PETE CORP   2018-06-21 2019-05-09
130. INTEL CORPORATION   2019-03-14 2019-05-09
280. MARATHON PETROLEUM CORP   2018-10-08 2019-05-09
120. CORNING INC COM   2017-12-14 2019-05-20
23. APPLE COMPUTER INC COM   2018-08-02 2019-05-24
130. WESTERN DIGITAL CORP   2019-04-17 2019-05-24
180. NUTANIX INC   2019-01-18 2019-06-03
150. GILEAD SCIENCES INC   2018-06-20 2019-06-05
73. STATE ST CORP COM   2018-10-11 2019-06-05
237. STATE ST CORP COM   2018-10-11 2019-06-05
100. CORTEVA INC   2014-10-07 2019-06-10
270. WESTERN DIGITAL CORP   2019-04-17 2019-06-13
17. NETFLIX COM INC   2018-08-24 2019-06-14
80. COMERICA INC COM   2018-08-02 2019-06-19
60. MERCK & CO INC   2014-01-24 2019-06-19
200. MICRON TECHNOLOGY   2018-11-19 2019-06-21
5. LAM RESH CORP COM   2017-11-07 2019-06-24
24. LAM RESH CORP COM   2018-11-02 2019-06-24
140. MICRON TECHNOLOGY   2018-11-19 2019-06-24
170. MICRON TECHNOLOGY   2019-01-03 2019-06-24
8. LAM RESH CORP COM   2019-05-20 2019-06-25
21. LAM RESH CORP COM   2018-11-02 2019-06-25
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 4,964   6,101 -1,137
b 5,171   6,680 -1,509
c 3,102   2,461 641
d 5,506   5,914 -408
e 10,243   2,204 8,039
4,507   1,950 2,557
5,301   588 4,713
11,656   11,674 -18
4,332   2,265 2,067
8,267   6,811 1,456
6,398   1,699 4,699
6,154   6,709 -555
4,145   5,182 -1,037
9,979   7,713 2,266
2,448   2,621 -173
3,844   4,234 -390
10,283   7,692 2,591
3,935   3,890 45
3,812   3,560 252
3,130   1,349 1,781
1,114   1,002 112
1,596   672 924
2,056   523 1,533
7,018   4,793 2,225
9,779   9,427 352
859   940 -81
8,250   7,548 702
7,609   8,862 -1,253
8,560   4,031 4,529
3,881   2,881 1,000
4,366   4,142 224
6,549   7,005 -456
2,818   2,109 709
5,101   5,308 -207
7,763   3,944 3,819
6,934   7,163 -229
4,838   4,931 -93
5,155   5,257 -102
6,898   8,587 -1,689
4,347   3,171 1,176
6,320   3,198 3,122
6,350   1,462 4,888
3,363   1,628 1,735
2,700   1,743 957
5,324   1,307 4,017
4,446   1,036 3,410
4,672   3,935 737
1,967   947 1,020
4,226   1,045 3,181
2,180   1,037 1,143
2,222   1,209 1,013
1,817   1,167 650
513,074   500,000 13,074
4,839   4,731 108
4,687   5,580 -893
2,104   1,971 133
6,400   7,178 -778
356   81 275
75,000   76,936 -1,936
71,298   73,111 -1,813
403,702   404,365 -663
6,396   7,178 -782
17,500   13,916 3,584
17,500   15,525 1,975
25,734   13,735 11,999
2,020   487 1,533
20,000   20,770 -770
3,028   1,352 1,676
3,678   392 3,286
3,110   2,161 949
1,767   337 1,430
3,362   2,083 1,279
2,099   523 1,576
1,959   1,209 750
2,427   1,759 668
2,019   2,280 -261
12,309   15,331 -3,022
1,000   1,403 -403
3,199   5,331 -2,132
2,200   2,947 -747
5,556   3,481 2,075
6,392   1,756 4,636
5,618   3,481 2,137
5,103   2,587 2,516
9,532   5,801 3,731
1,986   656 1,330
3,802   1,806 1,996
5,539   3,387 2,152
3,682   3,568 114
2,002   1,034 968
1,961   1,237 724
5,899   3,250 2,649
1,898   1,233 665
1,419   1,184 235
5,174   588 4,586
9,465   11,372 -1,907
9,315   3,100 6,215
1,906   656 1,250
6,230   3,990 2,240
1,848   1,083 765
6,810   11,178 -4,368
6,389   5,602 787
10,324   5,643 4,681
14,377   13,535 842
760   237 523
4   5 -1
7,204   4,686 2,518
8,072   9,219 -1,147
1,834   2,517 -683
16,717   11,818 4,899
7   2 5
110,272   146,906 -36,634
7,968   2,989 4,979
18,095   9,218 8,877
3,245   2,670 575
5,725   6,063 -338
2,097   1,707 390
1,822   2,691 -869
5,512   5,128 384
12,875   12,648 227
3,871   5,159 -1,288
4,890   1,573 3,317
3,979   5,377 -1,398
5,853   5,745 108
4,733   3,192 1,541
4,621   1,858 2,763
9,217   8,581 636
4,580   5,155 -575
4,580   4,327 253
5,551   5,822 -271
4,580   3,308 1,272
4,572   4,123 449
9,729   15,239 -5,510
6,369   1,386 4,983
2,534   2,724 -190
2,816   1,570 1,246
8,245   8,638 -393
2,170   2,424 -254
3,402   3,358 44
5,031   2,941 2,090
2,745   1,936 809
1,917   1,744 173
3,767   2,093 1,674
7,034   7,758 -724
3,637   786 2,851
4,624   4,806 -182
5,083   4,360 723
10,922   11,149 -227
1,807   1,035 772
3,142   3,394 -252
2,255   2,616 -361
1,841   1,128 713
1,758   1,586 172
1,843   1,104 739
5,621   7,064 -1,443
9,112   9,636 -524
3,994   4,700 -706
4,581   5,176 -595
9,605   1,176 8,429
9,425   10,782 -1,357
4,902   4,827 75
4,819   2,518 2,301
4,754   5,713 -959
4,742   2,526 2,216
4,064   4,422 -358
3,809   3,797 12
2,053   1,827 226
2,886   3,009 -123
4,678   4,995 -317
2,175   1,160 1,015
8,503   6,100 2,403
2,816   2,872 -56
6,552   3,598 2,954
3,644   3,455 189
20,556   14,513 6,043
5,047   588 4,459
4,847   5,964 -1,117
1,849   1,204 645
7,327   6,443 884
5,641   5,175 466
2,632   2,424 208
7,864   8,248 -384
5,880   2,159 3,721
4,623   1,858 2,765
5,316   4,849 467
2,886   2,519 367
2,881   2,754 127
7,938   12,027 -4,089
4,703   5,048 -345
4,946   1,936 3,010
2,495   1,559 936
2,706   2,592 114
5,495   4,885 610
2,163   1,010 1,153
2,755   2,567 188
15,164   8,416 6,748
5,255   5,069 186
15,381   8,560 6,821
2,283   1,160 1,123
3,072   654 2,418
3,284   1,823 1,461
12,038   7,462 4,576
4,526   4,173 353
2,084   1,931 153
18,944   18,685 259
6,551   2,498 4,053
6,140   5,038 1,102
20,598   18,541 2,057
6,014   7,012 -998
14,853   23,409 -8,556
3,555   3,863 -308
4,132   4,793 -661
5,330   7,045 -1,715
4,850   9,460 -4,610
9,607   10,708 -1,101
4,097   6,024 -1,927
13,229   18,565 -5,336
2,574   2,635 -61
10,001   14,434 -4,433
5,733   6,014 -281
5,610   7,866 -2,256
5,078   3,188 1,890
6,585   7,615 -1,030
909   1,042 -133
4,363   3,645 718
4,668   5,187 -519
5,668   5,970 -302
1,436   1,503 -67
3,769   3,189 580
      118,930
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       -1,137
b       -1,509
c       641
d       -408
e       8,039
      2,557
      4,713
      -18
      2,067
      1,456
      4,699
      -555
      -1,037
      2,266
      -173
      -390
      2,591
      45
      252
      1,781
      112
      924
      1,533
      2,225
      352
      -81
      702
      -1,253
      4,529
      1,000
      224
      -456
      709
      -207
      3,819
      -229
      -93
      -102
      -1,689
      1,176
      3,122
      4,888
      1,735
      957
      4,017
      3,410
      737
      1,020
      3,181
      1,143
      1,013
      650
      13,074
      108
      -893
      133
      -778
      275
      -1,936
      -1,813
      -663
      -782
      3,584
      1,975
      11,999
      1,533
      -770
      1,676
      3,286
      949
      1,430
      1,279
      1,576
      750
      668
      -261
      -3,022
      -403
      -2,132
      -747
      2,075
      4,636
      2,137
      2,516
      3,731
      1,330
      1,996
      2,152
      114
      968
      724
      2,649
      665
      235
      4,586
      -1,907
      6,215
      1,250
      2,240
      765
      -4,368
      787
      4,681
      842
      523
      -1
      2,518
      -1,147
      -683
      4,899
      5
      -36,634
      4,979
      8,877
      575
      -338
      390
      -869
      384
      227
      -1,288
      3,317
      -1,398
      108
      1,541
      2,763
      636
      -575
      253
      -271
      1,272
      449
      -5,510
      4,983
      -190
      1,246
      -393
      -254
      44
      2,090
      809
      173
      1,674
      -724
      2,851
      -182
      723
      -227
      772
      -252
      -361
      713
      172
      739
      -1,443
      -524
      -706
      -595
      8,429
      -1,357
      75
      2,301
      -959
      2,216
      -358
      12
      226
      -123
      -317
      1,015
      2,403
      -56
      2,954
      189
      6,043
      4,459
      -1,117
      645
      884
      466
      208
      -384
      3,721
      2,765
      467
      367
      127
      -4,089
      -345
      3,010
      936
      114
      610
      1,153
      188
      6,748
      186
      6,821
      1,123
      2,418
      1,461
      4,576
      353
      153
      259
      4,053
      1,102
      2,057
      -998
      -8,556
      -308
      -661
      -1,715
      -4,610
      -1,101
      -1,927
      -5,336
      -61
      -4,433
      -281
      -2,256
      1,890
      -1,030
      -133
      718
      -519
      -302
      -67
      580
       
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 2 288,214
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 272,088 5,634,695 0.048288
2016 263,661 5,122,713 0.051469
2015 187,664 5,043,417 0.03721
2014 296,466 5,458,633 0.054311
2013 298,230 5,436,119 0.054861
2
Total of line 1, column (d) .....................
2
0.246139
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
0.049228
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
5,446,360
5
Multiply line 4 by line 3......................
5
268,113
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
3,702
7
Add lines 5 and 6........................
7
271,815
8
Enter qualifying distributions from Part XII, line 4,.............
8
258,709
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 7,405
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 7,405
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 7,405
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 8,436
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 8,436
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 1,031
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet1,031 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 addressbulletN/A
    14
    The books are in care ofbulletBNY MELLON NA Telephone no.bullet (215) 553-3643

    Located atbulletPO BOX 185PITTSBURGHPA 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
    0     		53,648    
    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
    5,434,210
    b
    Average of monthly cash balances.......................
    1b
    95,090
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    5,529,300
    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
    5,529,300
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    82,940
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    5,446,360
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    272,318
    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
    272,318
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    7,405
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    7,405
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    264,913
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    264,913
    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
    264,913
    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
    258,709
    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
    258,709
    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
    258,709
    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 7 264,913
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 216,593
    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$ 258,709
    a Applied to 2017, but not more than line 2a 216,593
    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..... 42,116
    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 ..........     		222,797
    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).)
    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
    ARCHDIOCESE OF PHILADELPHIA
    222 NORTH 17TH ST
    PHILADELPHIA,PA191031299     		NONE PC GENERAL OPERATING PURPOSES 237,250
    Total .................................bullet 3a 237,250
    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....     14 118,154  
    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 ............     		    18 288,214  
    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)..   406,368  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    406,368
    (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:
    SEGUI BERNARDO J RES TR UW
    EIN:
    23-6494765
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    92532F100 VERTEX PHARMACEUTICA AT COST 14,561 15,221
    00724F101 ADOBE SYS INC COM AT COST 13,537 24,456
    007903107 ADVANCED MICRO DEVIC AT COST 20,392 25,815
    21036P108 CONSTELLATION BRANDS AT COST 15,872 18,512
    254687106 DISNEY (WALT) COMPAN AT COST 22,058 36,725
    452327109 ILLUMINA INC AT COST 12,765 14,726
    65339F101 NEXTERA ENERGY INC AT COST 26,182 31,548
    654106103 NIKE INC CL B AT COST 29,146 36,266
    742718109 PROCTER & GAMBLE CO AT COST 21,899 25,658
    78486Q101 SVB FINL GROUP AT COST 18,494 21,561
    G5960L103 MEDTRONIC PLC AT COST 13,267 14,609
    03027X100 AMERICAN TOWER CORP- AT COST 23,572 37,414
    037833100 APPLE COMPUTER INC C AT COST 33,369 31,073
    040413106 ARISTA NETWORKS INC AT COST 17,354 17,914
    05569M814 BNY MELLON INTERMEDI AT COST 115,635 119,423
    05587K832 BNYM US EQUITY FUND- AT COST 250,000 233,645
    05587K865 BNYM SELECT MGR S/C AT COST 87,333 88,086
    05587N794 BNYM GLBL RL RTRN -Y AT COST 92,294 95,524
    05588F709 BNYM GLBL RL EST SEC AT COST 73,192 81,000
    110122108 BRISTOL MYERS SQUIBB AT COST 12,540 9,977
    126650100 CVS CORP AT COST 25,822 19,072
    437076102 HOME DEPOT INC USD 0 AT COST 10,718 21,213
    438516106 HONEYWELL INTL INC AT COST 7,851 35,267
    452308109 ILLINOIS TOOL WORKS AT COST 15,539 26,844
    46625H100 J P MORGAN CHASE & C AT COST 38,603 42,596
    58933Y105 MERCK & CO INC AT COST 23,083 29,348
    717081103 PFIZER INC COM AT COST 19,110 20,360
    852234103 SQUARE INC - A AT COST 21,145 21,034
    05587K857 BNYM INTL STCK-Y AT COST 178,995 249,839
    05587N505 BNYM DYN TTL RTRN-Y AT COST 192,938 193,427
    05589K400 BNYM FLTNG RT INC-Y AT COST 110,460 103,291
    060505104 BANK AMER CORP AT COST 23,099 40,600
    64110L106 NETFLIX COM INC AT COST 18,266 17,999
    718172109 PHILIP MORRIS INTERN AT COST 34,980 31,333
    808513105 SCHWAB CHARLES CORP AT COST 15,703 19,693
    921075297 VAN ECK CM COMMODITY AT COST 90,957 70,442
    002824100 ABBOTT LABORATORIES AT COST 15,514 24,389
    05569M509 BNY MELLON MID CAP S AT COST 680,695 729,738
    G47791101 INGERSOLL-RAND PLC AT COST 13,587 44,335
    05569M830 BNY MELLON BOND FD C AT COST 152,269 149,935
    05587N737 BNYM OPPORT SM CAP-Y AT COST 146,379 117,067
    09661F701 BNYM INTL SMALL CAP- AT COST 155,032 153,327
    097023105 BOEING COMPANY AT COST 18,708 19,293
    101137107 BOSTON SCIENTIFIC CO AT COST 19,102 22,350
    244199105 DEERE & COMPANY AT COST 21,197 27,176
    29444U700 EQUINIX INC AT COST 18,952 22,189
    30303M102 FACEBOOK INC AT COST 39,773 62,918
    369604103 GENERAL ELECTRIC CO AT COST 10,523 10,290
    478160104 JOHNSON & JOHNSON CO AT COST 24,091 23,817
    594918104 MICROSOFT CORP COM AT COST 60,065 77,027
    87165B103 SYNCHRONY FINANCIAL AT COST 20,041 24,962
    872590104 T -MOBILE US INC AT COST 8,118 8,897
    883556102 THERMO ELECTRON CORP AT COST 21,111 23,494
    92343V104 VERIZON COMMUNICATIO AT COST 11,589 11,426
    G0177J108 ALLERGAN PLC AT COST 14,751 13,227
    G06242104 ATLASSIAN CORP PLC-C AT COST 11,799 19,103
    05569M384 BNY MELLON INTL EQUI AT COST 189,176 180,737
    91913Y100 VALERO ENERGY CORP N AT COST 9,600 14,896
    92826C839 VISA INC AT COST 23,582 52,239
    98138H101 WORKDAY INC AT COST 9,840 9,662
    G1151C101 ACCENTURE PLC IRELAN AT COST 20,401 21,249
    05569M871 BNY MELLON INTL FD C AT COST 125,883 131,794
    05588D753 BNY MELLON INTL EQTY AT COST 113,777 137,685
    126408103 CSX CORP COM AT COST 16,245 32,495
    166764100 CHEVRONTEXACO CORP AT COST 41,908 48,158
    256746108 DOLLAR TREE INC AT COST 24,149 26,096
    30063P105 EXACT SCIENCES CORP AT COST 9,119 16,526
    30161N101 EXELON CORP AT COST 20,301 25,408
    30231G102 EXXON MOBIL CORP AT COST 27,527 27,587
    552953101 MGM MIRAGE AT COST 26,167 22,856
    595112103 MICRON TECHNOLOGY AT COST 13,299 12,735
    848637104 SPLUNK INC AT COST 19,093 24,144
    91324P102 UNITED HEALTH GROUP AT COST 15,873 21,961
    988498101 YUM BRANDS INC AT COST 17,479 33,201
    026874784 AMERICAN INTERNATION AT COST 14,145 18,648
    05569M368 BNY MELLON CORP BOND AT COST 66,152 66,507
    200340107 COMERICA INC COM AT COST 17,752 13,802
    22160K105 COSTCO WHSL CORP NEW AT COST 16,411 25,897
    260557103 DOW INC. AT COST 9,970 9,369
    609207105 MONDELEZ INTERNATION AT COST 31,497 39,886
    70450Y103 PAYPAL HOLDINGS INC AT COST 20,200 21,518
    723787107 PIONEER NAT RES CO AT COST 16,209 16,463
    874039100 TAIWAN SEMICONDUCTOR AT COST 21,650 19,977
    G29183103 EATON CORP PLC AT COST 9,981 19,154
    12572Q105 CME GROUP INC AT COST 25,752 27,952
    150870103 CELANESE CORP DEL AT COST 10,337 24,902
    17275R102 CISCO SYS INC AT COST 20,321 24,081
    61174X109 MONSTER BEVERAGE COR AT COST 5,438 10,532
    79466L302 SALESFORCE COM INC AT COST 20,481 28,222
    929089100 VOYA FINANCIAL INC AT COST 13,137 23,779
    016255101 ALIGN TECHNOLOGY INC AT COST 7,369 12,317
    G5876H105 MARVELL TECHNOLOGY G AT COST 21,280 25,302
    02079K305 ALPHABET INC/CA AT COST 40,618 49,809
    023135106 AMAZON COM INC AT COST 12,439 70,064
    05569M855 BNY MELLON EMERGING AT COST 256,228 265,952
    05587K824 BNYM SEL MGR S/C VAL AT COST 90,285 83,421
    05588D811 BNYM DIV EMG MKTS-Y AT COST 107,529 104,516
    05588E850 BNY MELLON HIGH YIEL AT COST 88,070 85,343
    20030N101 COMCAST CORP NEW CL AT COST 36,186 39,743
    26614N102 DUPONT DE NEMOURS IN AT COST 9,500 9,759
    78409V104 S & P GLOBAL INC AT COST 23,255 23,918
    882508104 TEXAS INSTRUMENTS IN AT COST 14,827 16,066

    TY 2018 OtherDecreasesSchedule
    Name:
    SEGUI BERNARDO J RES TR UW
    EIN:
    23-6494765
    Description Amount
    PY PENDING SALE ADJUSTMENT 3,369
    PY RETURN OF CAPITAL ADJUSTMENT 607


    TY 2018 TaxesSchedule
    Name:
    SEGUI BERNARDO J RES TR UW
    EIN:
    23-6494765
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 3,908 3,908   0
    FEDERAL TAX PAYMENT - PRIOR YE 6,427 0   0
    FEDERAL ESTIMATES - INCOME 8,436 0   0
    FOREIGN TAXES ON NONQUALIFIED 261 261   0