Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
JAMES FRANCES MCCANDLESS TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address)116 ALLEGHENY CENTER MALL P8YB3502L
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH, PA15212
A Employer identification number

25-1347840
B Telephone number (see instructions)

(216) 257-6118
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$5,271,467
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... 119,238 119,238  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 260,100
b Gross sales price for all assets on line 6a 2,405,026
7 Capital gain net income (from Part IV, line 2)... 260,100
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)....... 3,722    
12 Total. Add lines 1 through 11........ 383,060 379,338  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 70,941 60,300   10,641
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)... 3,013 275   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)....... 1,649 1,649    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 75,603 62,224 0 10,641
25 Contributions, gifts, grants paid....... 266,412 266,412
26 Total expenses and disbursements. Add lines 24 and 25 342,015 62,224 0 277,053
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 41,045
b Net investment income (if negative, enter -0-) 317,114
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......... 221,325 249,227 249,227
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)....... 236,660 235,678 447,587
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).......... 4,571,169 Click to see attachment4,585,255 4,574,653
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) 5,029,154 5,070,160 5,271,467
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........ 5,029,154 5,070,160
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)..... 5,029,154 5,070,160
31 Total liabilities and net assets/fund balances (see instructions). 5,029,154 5,070,160
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
5,029,154
2
Enter amount from Part I, line 27a .....................
2
41,045
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
5,070,199
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
39
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
5,070,160
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 10. ADIDAS AG SPONSORED ADR   2016-07-13 2018-01-03
b 16. CROWN CASTLE INTL CORP   2017-04-06 2018-01-05
c 9. FACEBOOK INC   2012-11-20 2018-01-12
d 7. FACEBOOK INC   2012-10-24 2018-01-12
e 14. CROWN CASTLE INTL CORP   2017-04-06 2018-01-16
1. AMAZON.COM INC   2008-12-01 2018-01-17
4. GOLDMAN SACHS GROUP INC COM   2017-12-13 2018-01-18
3. GOLDMAN SACHS GROUP INC COM   2017-09-28 2018-01-18
8. ADOBE SYSTEMS INC   2013-10-29 2018-01-23
11. APPLE INC   2016-10-12 2018-01-24
18. APPLE INC   2016-10-12 2018-01-26
8. NETFLIX.COM INC   2016-12-12 2018-01-30
15. ABBVIE INC   2017-10-20 2018-01-31
11. MASTERCARD INC CL A   2009-03-02 2018-02-01
14. APPLE INC   2016-10-14 2018-02-05
5. COSTCO WHSL CORP NEW COM   2017-12-18 2018-02-05
15. INDUSTRIA DE DISENO TEXTIL IND ADR   2017-12-14 2018-02-07
42. INDUSTRIA DE DISENO TEXTIL IND ADR   2017-12-14 2018-02-13
10. ABBVIE INC   2017-10-20 2018-02-14
28. SCHLUMBERGER LTD COM   2018-01-16 2018-02-14
24. SCHLUMBERGER LTD COM   2018-01-09 2018-02-14
12. MCDONALDS CORP COM   2017-10-11 2018-02-16
11. WAL MART STORES INC COM   2018-01-31 2018-02-20
20. WAL MART STORES INC COM   2018-01-25 2018-02-21
16. ABBVIE INC   2017-09-28 2018-03-22
15. CELGENE CORP   2017-12-13 2018-03-22
1. CELGENE CORP   2017-12-13 2018-03-22
12. CELGENE CORP   2013-02-05 2018-03-22
15. APPLE INC   2004-12-09 2018-04-02
3. LAUDER ESTEE COS INC CL A   2017-10-13 2018-04-02
9. APPLE INC   2004-12-09 2018-04-03
20. MONSTER BEVERAGE CORPORATION   2017-12-08 2018-04-04
9. MONSTER BEVERAGE CORPORATION   2016-02-09 2018-04-04
7. ALBEMARLE CORP   2017-05-16 2018-04-10
8. ALBEMARLE CORP   2016-12-13 2018-04-10
6. AMERICAN TOWER CORP   2018-04-10 2018-04-12
36. BRISTOL MYERS SQUIBB CO   2017-07-25 2018-04-18
10. BRISTOL MYERS SQUIBB CO   2011-10-03 2018-04-18
8. APPLE INC   2004-12-09 2018-04-20
30. BRISTOL MYERS SQUIBB CO   2011-10-03 2018-04-23
6. CHARTER COMMUNICATIONS INC-A   2016-12-20 2018-04-27
5. CHARTER COMMUNICATIONS INC-A   2016-12-12 2018-04-27
1. CROCS INC   2001-01-01 2018-04-27
5. FEDEX CORPORATION   2018-01-05 2018-05-08
15. ABBVIE INC   2017-09-29 2018-05-15
2. GOLDMAN SACHS GROUP INC COM   2018-03-08 2018-05-15
7. FEDEX CORPORATION   2018-01-05 2018-05-16
23. ABBVIE INC   2017-09-08 2018-05-18
5. CHARTER COMMUNICATIONS INC-A   2016-10-07 2018-05-18
20. CELGENE CORP   2013-02-05 2018-05-21
5. CHARTER COMMUNICATIONS INC-A   2016-10-07 2018-05-21
9. HOME DEPOT INC COM   2017-12-08 2018-05-30
15. PAYPAL HOLDINGS INC-W/I   2017-12-11 2018-05-30
10. VISA INC CLASS A SHARES   2011-12-19 2018-06-01
9. NETFLIX.COM INC   2013-06-03 2018-06-15
1. AMAZON.COM INC   2018-02-15 2018-06-27
2. FEDEX CORPORATION   2017-10-05 2018-06-27
5. FEDEX CORPORATION   2018-02-20 2018-06-27
4. NETFLIX.COM INC   2013-06-03 2018-06-27
24. J P MORGAN CHASE & CO COM   2018-01-18 2018-06-28
13. WORKDAY INC CL A   2012-11-30 2018-06-28
9. VISA INC CLASS A SHARES   2011-12-16 2018-07-12
5. BROADCOM INC   2017-11-17 2018-07-17
4. BROADCOM INC   2018-05-25 2018-07-17
4. FEDEX CORPORATION   2017-10-05 2018-07-17
2. FEDEX CORPORATION   2016-09-28 2018-07-17
10. PARKER HANNIFIN CORP   2016-12-16 2018-07-18
1. OMNIVISION TECHNOLOGIES INC. XXX-XX-XXXX   2001-01-01 2018-07-20
6. CONSTELLATION BRANDS INC CL A   2018-04-06 2018-07-27
8. CONSTELLATION BRANDS INC CL A   2018-04-02 2018-07-31
2. HOME DEPOT INC COM   2017-05-10 2018-07-31
4. HOME DEPOT INC COM   2017-12-06 2018-07-31
8. MCDONALDS CORP COM   2017-07-07 2018-08-01
4. MCDONALDS CORP COM   2017-10-11 2018-08-01
12. LAUDER ESTEE COS INC CL A   2017-10-13 2018-08-03
1. AMERICAN INTERNATIONAL GROUP INC   2001-01-01 2018-08-10
1. BOOKING HOLDINGS INC   2018-05-10 2018-08-10
11. ALIBABA GROUP HOLDING LTD ADR SEDOL BP41ZD1   2015-11-06 2018-08-14
3. BOOKING HOLDINGS INC   2010-11-17 2018-08-17
1. BROADCOM INC   2018-05-25 2018-08-22
8. BROADCOM INC   2017-03-09 2018-08-22
6. FEDEX CORPORATION   2016-09-28 2018-08-23
26. KERING S A ADR   2018-02-16 2018-08-23
5. FEDEX CORPORATION   2016-10-26 2018-08-29
4. FEDEX CORPORATION   2016-10-07 2018-08-30
5. FEDEX CORPORATION   2016-10-07 2018-08-31
6. ADOBE SYSTEMS INC   2013-10-25 2018-09-05
23. MONSTER BEVERAGE CORPORATION   2016-02-09 2018-09-12
17. MONSTER BEVERAGE CORPORATION   2016-02-09 2018-09-14
16. MONSTER BEVERAGE CORPORATION   2016-02-09 2018-09-20
24. MONSTER BEVERAGE CORPORATION   2016-02-09 2018-09-27
16. PAYPAL HOLDINGS INC-W/I   2017-10-25 2018-09-27
31. KERING S A ADR   2017-10-26 2018-10-01
10. MONSTER BEVERAGE CORPORATION   2016-02-09 2018-10-01
8. MARRIOTT INTERNATIONAL INC CL A   2014-03-28 2018-10-08
13. PAYPAL HOLDINGS INC-W/I   2017-10-25 2018-10-08
3. PAYPAL HOLDINGS INC-W/I   2017-10-06 2018-10-08
12. ALIBABA GROUP HOLDING LTD ADR SEDOL BP41ZD1   2015-11-06 2018-10-11
34. PAYPAL HOLDINGS INC-W/I   2017-09-26 2018-10-11
3. PARKER HANNIFIN CORP   2016-12-16 2018-10-16
9. CONCHO RESOURCES INC   2017-12-21 2018-10-18
5. CONCHO RESOURCES INC   2017-05-02 2018-10-18
7. FACEBOOK INC   2018-07-11 2018-10-18
12. TEXAS INSTRS INC COM   2018-01-17 2018-10-18
13. TEXAS INSTRS INC COM   2017-03-02 2018-10-18
2. BRISTOL MYERS SQUIBB CO   2018-07-12 2018-10-19
14. BRISTOL MYERS SQUIBB CO   2018-07-12 2018-10-22
27. BRISTOL MYERS SQUIBB CO   2018-06-15 2018-10-23
9. PARKER HANNIFIN CORP   2016-12-05 2018-10-24
5. BRISTOL MYERS SQUIBB CO   2018-06-15 2018-10-25
13. BRISTOL MYERS SQUIBB CO   2011-10-04 2018-10-25
22. CATERPILLAR INC   2017-10-25 2018-10-25
28. CELGENE CORP   2018-07-27 2018-10-25
9. TEXAS INSTRS INC COM   2017-01-30 2018-10-25
18. BRISTOL MYERS SQUIBB CO   2011-10-04 2018-10-26
8. PARKER HANNIFIN CORP   2016-12-05 2018-10-26
14. RED HAT INC   2010-10-07 2018-10-29
9. PARKER HANNIFIN CORP   2016-12-06 2018-10-30
1990.139 JPMORGAN US LARGE CAPITAL CORE PLUS FUND   2017-05-25 2018-11-15
1300.386 ROWE T PRICE VALUE FD INC COM   2015-08-07 2018-11-15
11. CATERPILLAR INC   2017-10-25 2018-11-20
6. NVIDIA CORP   2018-05-17 2018-11-21
13. TIFFANY & CO NEW COM   2018-07-23 2018-11-21
12. CATERPILLAR INC   2017-10-25 2018-11-27
1. NVIDIA CORP   2018-05-17 2018-11-29
9. NVIDIA CORP   2018-08-17 2018-11-29
12. TEXAS INSTRS INC COM   2017-01-23 2018-12-10
11. TEXAS INSTRS INC COM   2017-01-20 2018-12-11
11. TEXAS INSTRS INC COM   2017-01-20 2018-12-11
2. CONCHO RESOURCES INC   2013-10-02 2018-12-12
2. FLEETCOR TECHNOLOGIES INC   2018-06-20 2018-12-12
5. MCDONALDS CORP COM   2017-07-07 2018-12-12
15. ACTIVISION BLIZZARD INC   2018-07-13 2018-12-13
6. ACTIVISION BLIZZARD INC   2017-04-25 2018-12-13
4. ADOBE SYSTEMS INC   2018-10-25 2018-12-13
4. ALEXION PHARMACEUTICALS INC   2017-09-01 2018-12-13
9. ALIBABA GROUP HOLDING LTD ADR SEDOL BP41ZD1   2015-11-06 2018-12-13
2. ALPHABET INC/CA-CL C   2018-07-20 2018-12-13
1. ALPHABET INC/CA-CL A   2018-07-20 2018-12-13
1. AMAZON.COM INC   2018-02-15 2018-12-13
3. APPLE INC   2004-12-09 2018-12-13
14. APPLE INC   2018-08-01 2018-12-13
26153.332 BAIRD AGGREGATE BOND FUND FD 72   2014-10-23 2018-12-13
2. BIOMARIN PHARMACEUTICAL INC   2013-06-14 2018-12-13
4. BOEING CO   2018-02-16 2018-12-13
6. BRISTOL MYERS SQUIBB CO   2018-12-07 2018-12-13
2. BROADCOM INC   2017-03-02 2018-12-13
2. CELGENE CORP   2018-07-27 2018-12-13
2. CHIPOTLE MEXICAN GRIL CL A   2018-06-08 2018-12-13
14. CONCHO RESOURCES INC   2016-02-26 2018-12-13
4. COSTCO WHSL CORP NEW COM   2017-12-18 2018-12-13
1. FACEBOOK INC   2018-07-11 2018-12-13
5. FACEBOOK INC   2012-10-24 2018-12-13
3. FLEETCOR TECHNOLOGIES INC   2018-06-20 2018-12-13
1. GOLDMAN SACHS GROUP INC COM   2018-03-08 2018-12-13
4. HOME DEPOT INC COM   2017-03-02 2018-12-13
3. ILLUMINA INC COM   2018-08-24 2018-12-13
3580. ISHARES TR RUSSELL MIDCAP INDEX FD   2015-10-29 2018-12-13
875. ISHARES TR RUSSELL 1000 GROWTH INDEX FD   2016-04-15 2018-12-13
10. J P MORGAN CHASE & CO COM   2017-07-05 2018-12-13
1. J P MORGAN CHASE & CO COM   2018-01-18 2018-12-13
7407.277 JPMORGAN US LARGE CAPITAL CORE PLUS FUND   2015-08-07 2018-12-13
7. KERING S A ADR   2017-10-26 2018-12-13
11. LAUDER ESTEE COS INC CL A   2017-08-22 2018-12-13
1. LULULEMON ATHLETICA INC   2018-12-12 2018-12-13
4. MARRIOTT INTERNATIONAL INC CL A   2014-03-28 2018-12-13
8. MASTERCARD INC CL A   2018-07-13 2018-12-13
6. MASTERCARD INC CL A   2009-03-02 2018-12-13
2. MCDONALDS CORP COM   2017-07-07 2018-12-13
3. MICROSOFT CORP   2016-10-24 2018-12-13
15. MICROSOFT CORP   2018-08-14 2018-12-13
3. NETFLIX.COM INC   2018-10-29 2018-12-13
8. NIKE INC CL B   2018-08-21 2018-12-13
4. NVIDIA CORP   2018-08-17 2018-12-13
2052.612 PNC INTERNATIONAL EQUITY-R6   2017-05-25 2018-12-13
5168.81 PNC MULTI-FACT SM CAP-R6   2015-02-12 2018-12-13
2. RED HAT INC   2010-10-07 2018-12-13
11533.965 ROWE T PRICE VALUE FD INC COM   2015-08-07 2018-12-13
3. S&P GLOBAL INC   2018-09-19 2018-12-13
1035. SPDR TR UNIT SER 1   2013-03-11 2018-12-13
13. SAFRAN SA UNSPON ADR   2018-09-07 2018-12-13
4. SALESFORCE.COM   2018-04-19 2018-12-13
13568.129 TCW EMERGING MARKETS INCOME FUND CLASS I   2017-09-15 2018-12-13
37. TENCENT HOLDINGS LTD UNSPON ADR   2018-02-20 2018-12-13
2. TESLA INC   2018-11-20 2018-12-13
6. UNITEDHEALTH GROUP INC COM   2018-06-01 2018-12-13
10337.336 VANGUARD TOTL BD MKT IDX-ADM   2009-01-22 2018-12-13
7274.523 VANGUARD INFLATION PROTECTED SECURITIES FUND ADMIRAL SHS   2015-02-12 2018-12-13
10. VISA INC CLASS A SHARES   2011-12-16 2018-12-13
2. WORKDAY INC CL A   2012-12-03 2018-12-13
1. WYETH XXX-XX-XXXX   2001-01-01 2018-12-17
20. CONCHO RESOURCES INC   2016-03-01 2018-12-19
2. ALEXION PHARMACEUTICALS INC   2017-09-01 2018-12-21
8. ALEXION PHARMACEUTICALS INC   2018-09-27 2018-12-21
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 1,005   723 282
b 1,726   1,514 212
c 1,620   208 1,412
d 1,260   161 1,099
e 1,486   1,317 169
1,296   43 1,253
1,003   1,035 -32
755   728 27
1,600   433 1,167
1,931   1,294 637
3,074   2,117 957
2,234   1,055 1,179
1,679   1,432 247
1,914   169 1,745
2,281   1,560 721
953   968 -15
243   272 -29
678   749 -71
1,118   932 186
1,823   2,200 -377
1,582   1,813 -231
1,901   2,026 -125
1,044   1,187 -143
1,837   2,143 -306
1,592   1,457 135
1,324   1,623 -299
88   108 -20
1,057   597 460
2,510   169 2,341
447   334 113
1,501   41 1,460
1,119   1,256 -137
504   358 146
649   759 -110
742   732 10
832   830 2
1,881   2,012 -131
522   448 74
1,342   36 1,306
1,525   945 580
1,604   1,759 -155
1,308   1,402 -94
11     11
1,212   1,326 -114
1,557   1,340 217
485   533 -48
1,734   1,834 -100
2,444   1,986 458
1,345   1,340 5
1,496   995 501
1,340   1,323 17
1,669   1,647 22
1,216   1,097 119
1,313   246 1,067
3,562   379 3,183
1,670   1,458 212
462   443 19
1,155   1,211 -56
1,577   128 1,449
2,512   2,721 -209
1,535   654 881
1,254   221 1,033
1,032   1,355 -323
826   993 -167
921   885 36
461   350 111
1,599   1,517 82
10     10
1,288   1,382 -94
1,677   1,819 -142
395   316 79
789   725 64
1,253   1,247 6
627   651 -24
1,616   1,330 286
125     125
1,906   2,067 -161
1,891   913 978
5,453   1,210 4,243
210   248 -38
1,677   1,784 -107
1,473   1,044 429
1,367   1,276 91
1,239   866 373
985   691 294
1,231   861 370
1,546   325 1,221
1,341   916 425
1,011   677 334
965   637 328
1,409   955 454
1,434   1,152 282
1,676   1,456 220
574   398 176
964   442 522
1,055   925 130
243   198 45
1,671   996 675
2,593   2,163 430
494   430 64
1,336   1,348 -12
742   628 114
1,089   1,426 -337
1,198   1,410 -212
1,298   1,016 282
110   113 -3
716   794 -78
1,356   1,495 -139
1,341   1,290 51
243   273 -30
632   408 224
2,496   3,054 -558
2,108   2,507 -399
823   701 122
913   565 348
1,171   1,142 29
2,380   1,107 1,273
1,338   1,280 58
60,341   61,177 -836
47,217   45,488 1,729
1,352   1,508 -156
871   1,505 -634
1,326   1,759 -433
1,484   1,640 -156
157   251 -94
1,414   2,218 -804
1,110   911 199
1,055   824 231
1,048   821 227
245   206 39
369   440 -71
920   778 142
721   1,211 -490
288   307 -19
986   995 -9
451   574 -123
1,362   747 615
2,113   2,413 -300
1,068   1,206 -138
1,647   1,458 189
511   14 497
2,383   2,807 -424
273,302   283,399 -10,097
186   117 69
1,302   1,434 -132
321   318 3
514   440 74
138   175 -37
945   915 30
1,673   1,306 367
903   755 148
144   204 -60
718   115 603
540   660 -120
176   266 -90
692   615 77
997   1,023 -26
176,971   153,061 23,910
121,399   88,426 32,973
1,009   933 76
101   113 -12
186,219   223,838 -37,619
326   323 3
1,538   1,199 339
119   123 -4
436   221 215
1,577   1,651 -74
1,183   92 1,091
372   311 61
326   191 135
1,632   1,644 -12
822   861 -39
584   657 -73
600   883 -283
45,178   44,970 208
125,809   107,718 18,091
355   76 279
370,586   392,883 -22,297
509   639 -130
274,956   160,818 114,138
398   444 -46
562   497 65
105,560   117,500 -11,940
1,486   2,094 -608
743   698 45
1,625   1,454 171
106,991   104,614 2,377
179,244   191,863 -12,619
1,368   243 1,125
328   100 228
19     19
2,134   1,809 325
194   287 -93
774   1,108 -334
      123,547
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       282
b       212
c       1,412
d       1,099
e       169
      1,253
      -32
      27
      1,167
      637
      957
      1,179
      247
      1,745
      721
      -15
      -29
      -71
      186
      -377
      -231
      -125
      -143
      -306
      135
      -299
      -20
      460
      2,341
      113
      1,460
      -137
      146
      -110
      10
      2
      -131
      74
      1,306
      580
      -155
      -94
      11
      -114
      217
      -48
      -100
      458
      5
      501
      17
      22
      119
      1,067
      3,183
      212
      19
      -56
      1,449
      -209
      881
      1,033
      -323
      -167
      36
      111
      82
      10
      -94
      -142
      79
      64
      6
      -24
      286
      125
      -161
      978
      4,243
      -38
      -107
      429
      91
      373
      294
      370
      1,221
      425
      334
      328
      454
      282
      220
      176
      522
      130
      45
      675
      430
      64
      -12
      114
      -337
      -212
      282
      -3
      -78
      -139
      51
      -30
      224
      -558
      -399
      122
      348
      29
      1,273
      58
      -836
      1,729
      -156
      -634
      -433
      -156
      -94
      -804
      199
      231
      227
      39
      -71
      142
      -490
      -19
      -9
      -123
      615
      -300
      -138
      189
      497
      -424
      -10,097
      69
      -132
      3
      74
      -37
      30
      367
      148
      -60
      603
      -120
      -90
      77
      -26
      23,910
      32,973
      76
      -12
      -37,619
      3
      339
      -4
      215
      -74
      1,091
      61
      135
      -12
      -39
      -73
      -283
      208
      18,091
      279
      -22,297
      -130
      114,138
      -46
      65
      -11,940
      -608
      45
      171
      2,377
      -12,619
      1,125
      228
      19
      325
      -93
      -334
       
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 2 260,100
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 259,506 5,644,581 0.045974
2016 252,107 5,301,529 0.047554
2015 258,128 5,546,711 0.046537
2014 206,845 5,391,039 0.038368
2013 215,929 5,005,006 0.043143
2
Total of line 1, column (d) .....................
2
0.221576
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
0.044315
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
5,798,184
5
Multiply line 4 by line 3......................
5
256,947
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
3,171
7
Add lines 5 and 6........................
7
260,118
8
Enter qualifying distributions from Part XII, line 4,.............
8
277,053
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 3,171
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 3,171
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 3,171
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 5,478
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 5,478
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 2,307
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet1,586 RefundedBullet 11 721
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 addressbulletSEE FOOTNOTE
    14
    The books are in care ofbulletPNC BANK NA Telephone no.bullet (216) 257-6118

    Located atbullet116 ALLEGHENY CENTER MALL P8YB3502LPITTSBURGHPA ZIP+4bullet15212
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    PNC BANK N A TRUSTEE
    14
    70,941    
    620 LIBERTY AVENUE
    PITTSBURGH,PA152222705
    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
    5,886,481
    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
    5,886,481
    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
    5,886,481
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    88,297
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    5,798,184
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    289,909
    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
    289,909
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    3,171
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,171
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    286,738
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    286,738
    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
    286,738
    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
    277,053
    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
    277,053
    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
    3,171
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    273,882
    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 7 286,738
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 266,412
    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$ 277,053
    a Applied to 2017, but not more than line 2a 266,412
    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..... 10,641
    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 ..........
    276,097
    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:
    PNC CHARITABLE TRUST GRANT REVIEW C
    PNC Bank 249 Fifth Avenue 20th Fl
    PITTSBURGH,PA15222
    (412) 762-3413
    bThe form in which applications should be submitted and information and materials they should include:
    www.pncsites.com/pncfoundation/charitable_trusts.html Organizations interested in submitting a grant proposal are urged to contact the Charitable Trust Grant Review Committee
    cAny submission deadlines:
    www.pncsites.com/pncfoundation/charitable_trusts.html for specific information
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    www.pncsites.com/pncfoundation/charitable_trusts.html for specific information
    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
    BUHL PARK CORPORATION
    715 HAZEN RD
    HERMITAGE,PA16148
    NONE PC ENVIRONMENTAL EDUCATION 9,156
    BETHANY CHRISTIAN SERVICES OF WESTERN PA
    10521 PERRY HIGHWAY STE200
    WEXFORD,PA15090
    NONE PC SAFE FAMILIES FOR CHILDREN 14,326
    BUHL COMMUNITY RECREATION CENTER
    28 N PINE AVE
    SHARON,PA16146
    NONE PC CHILDCARE SCHOLARSHIPS 15,000
    COMMUNITY FOOD WAREHOUSE OF MERCER COUNT
    109 S SHARPSVILLE AVE
    SHARON,PA16146
    NONE PC SUMMER MEAL BUS 15,690
    COMMUNITY LIBRARY OF THE SHENANGO VALLEY
    11 N SHARPSVILLE AVE
    SHARON,PA16146
    NONE PC YOUTH MAKERSPACE 7,000
    GEORGE JUNIOR REPUBLIC
    233 GEORGE JUNIOR RD
    GROVE CITY,PA16127
    NONE PC PERFORMING ARTS EXPANSION 20,000
    LUMINARI INC
    PO BOX 81603
    PITTSBURGH,PA15217
    NONE PC NEED BASED SCHOLARSHIPS 15,000
    MAKE-A-WISH FOUNDATION
    OF GREATER PA & WV
    707 GRANT ST STE 3700
    PITTSBURGH,PA15219
    NONE PC ALLEGHENY & MERCER COUNTY 17,600
    MARY & ALEXANDER LAUGHLIN CHILDREN'S CTR
    424 FREDERICK AVE
    SEWICKLEY,PA15143
    NONE PC UNCOMPENSATED CARE FUND 20,000
    MERAKEY ALLEGHENY VALLEY SCHOOL
    1996 EWINGS MILL RD
    CORAOPOLIS,PA15108
    NONE PC PROGRAM & CAREER 25,000
    MERCER COUNTY MENTORING
    12 DAYTON WAY
    SHARON,PA16146
    NONE PC SITE-BASED PROGRAMMING 7,345
    MIRACLE LEAGUE OF SOUTH HILLS
    PO BOX 12614
    PITTSBURGH,PA15241
    NONE PC OFF SEASON TRAINING 10,000
    PITTSBURGH YOUTH LEADERSHIP
    1034 5TH AVE STE 400
    PITTSBURGH,PA15219
    NONE PC 2018 BICYCLE TRIPS 11,085
    PROVIDENCE CONNECTIONS INC
    3113 BRIGHTON ROAD
    PITTSBURGH,PA15212
    NONE PC EARLY CHILDHOOD EDUCATION 17,500
    PINE RICHLAND YOUTH CENTER
    5554 COMMUNITY CENTER DRIVE
    GIBSONIA,PA15044
    NONE PC TECH & CLASSROOM MAT 6,710
    PRESSLEY RIDGE
    5500 CORPORATE DR STE 400
    PITTSBURGH,PA15237
    NONE PC FAMILY COUNSELING CENTER 15,000
    SPECIAL OLYMPICS PENNSYLVANIE INC
    2570 BLVD OF THE GENERALS STE 124
    NORRISTOWN,PA19403
    NONE PC IUS WESTERN PA 20,000
    THE MIRACLE LEAGUE OF MOON TOWNSHIP
    1023 AUTUMN WOODS DR
    CORAOPOLIS,PA15108
    NONE PC MIRACLE LEAGUE FIELD MOON 15,000
    WORLD AFFAIRS COUNCIL OF PITTSBURGH
    2640 BNY MELLON CENTER 500 GRANT S
    PITTSBURGH,PA15219
    NONE PC GLOBAL LEADERSHIP 5,000
    Total .................................bullet 3a 266,412
    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....     14 119,238  
    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 ............
        18 260,100  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aFEDERAL TAX REFUND
        14 3,722  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   383,060  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    383,060
    (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:
    JAMES FRANCES MCCANDLESS TRUST
    EIN:
    25-1347840
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MUTUAL FUNDS - FIXED AT COST 1,441,434 1,406,334
    MUTUAL FUNDS - EQUITY AT COST 3,143,821 3,168,319

    TY 2018 OtherDecreasesSchedule
    Name:
    JAMES FRANCES MCCANDLESS TRUST
    EIN:
    25-1347840
    Description Amount
    ROUNDING ADJUSTMENTS 39


    TY 2018 OtherExpensesSchedule
    Name:
    JAMES FRANCES MCCANDLESS TRUST
    EIN:
    25-1347840
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MAP MANAGEMENT FEES 1,619 1,619   0
    ADR SERVICE FEES 30 30   0


    TY 2018 OtherIncomeSchedule2
    Name:
    JAMES FRANCES MCCANDLESS TRUST
    EIN:
    25-1347840
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    FEDERAL TAX REFUND FROM PRIOR YEAR 3,722 0  


    TY 2018 TaxesSchedule
    Name:
    JAMES FRANCES MCCANDLESS TRUST
    EIN:
    25-1347840
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 275 275   0
    FEDERAL ESTIMATES - PRINCIPAL 2,738 0   0