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
THOMAS A WILSON FOUNDATION
 
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

23-7358862
B Telephone number (see instructions)

(412) 762-9161
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$5,268,533
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... 132,772 132,772  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 569,783
b Gross sales price for all assets on line 6a 3,332,710
7 Capital gain net income (from Part IV, line 2)... 569,783
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........ 702,555 702,555  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 60,993 30,496   30,496
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)... 8,090 1,024   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.......... 69,083 31,520 0 30,496
25 Contributions, gifts, grants paid....... 1,410,000 1,410,000
26 Total expenses and disbursements. Add lines 24 and 25 1,479,083 31,520 0 1,440,496
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -776,528
b Net investment income (if negative, enter -0-) 671,035
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......... 177,423 423,622 423,622
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)....... 2,203,021 1,641,720 2,041,206
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).......... 3,056,879 Click to see attachment2,596,006 2,803,705
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) 5,437,323 4,661,348 5,268,533
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........ 5,333,372 4,572,738
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 103,951 88,610
30 Total net assets or fund balances (see instructions)..... 5,437,323 4,661,348
31 Total liabilities and net assets/fund balances (see instructions). 5,437,323 4,661,348
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
5,437,323
2
Enter amount from Part I, line 27a .....................
2
-776,528
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
559
4
Add lines 1, 2, and 3 ..........................
4
4,661,354
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
6
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
4,661,348
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 14. ABBVIE INC   2017-12-14 2018-01-10
b 10. AETNA INC NEW   2013-05-31 2018-01-10
c 142. AGILENT TECHNOLOGIES (IPO)   2017-08-25 2018-01-10
d 75. AGILENT TECHNOLOGIES (IPO)   2017-04-27 2018-01-10
e 6. ALPHABET INC/CA-CL A   2015-11-09 2018-01-10
32. ALTRIA GROUP INC   2013-05-17 2018-01-10
24. AMERICAN WATER WORKS CO INC   2016-02-18 2018-01-10
20. AMGEN INC   2014-01-21 2018-01-10
41. ANALOG DEVICES INC   2017-09-08 2018-01-10
55. APPLE INC   2017-05-05 2018-01-10
43. APPLIED MATERIALS INC   2016-07-14 2018-01-10
37. BANK NEW YORK MELLON CORP COM   2016-05-05 2018-01-10
52. BERRY GLOBAL GROUP INC   2016-08-26 2018-01-10
10. BIOGEN INC   2016-08-04 2018-01-10
11. BOEING CO   2017-10-30 2018-01-10
64. BORG WARNER INC.   2017-10-02 2018-01-10
24. BURLINGTON STORES INC   2017-05-05 2018-01-10
32. CBS CORP CLASS B WI   2016-08-12 2018-01-10
45. CISCO SYS INC COM   2012-01-11 2018-01-10
21. CITIGROUP INC   2017-08-02 2018-01-10
82. CITIZENS FINANCIAL GROUP   2016-11-21 2018-01-10
101. COMCAST CORPORATION CL A   2011-10-20 2018-01-10
30. CONOCOPHILLIPS   2017-11-06 2018-01-10
21. CONSTELLATION BRANDS INC CL A   2014-05-28 2018-01-10
11. CUMMINS INC   2017-02-21 2018-01-10
43. DOWDUPONT INC   2016-10-18 2018-01-10
34. FACEBOOK INC   2016-05-13 2018-01-10
13. GENERAL DYNAMICS CORP   2015-05-29 2018-01-10
48. HALLIBURTON CO   2017-02-02 2018-01-10
25. HOME DEPOT INC COM   2012-01-11 2018-01-10
16. HONEYWELL INTL INC   2015-02-05 2018-01-10
19. ILLINOIS TOOL WORKS INC COM   2016-02-18 2018-01-10
47. INTEL CORP   2016-08-23 2018-01-10
68. J P MORGAN CHASE & CO COM   2014-10-01 2018-01-10
15. JOHNSON & JOHNSON COM   2009-06-01 2018-01-10
12. LAM RESEARCH CORP   2015-06-05 2018-01-10
25. LAUDER ESTEE COS INC CL A   2017-09-08 2018-01-10
19. MCDONALDS CORP COM   2017-08-02 2018-01-10
31. MICROSOFT CORP   2003-03-04 2018-01-10
12. MOHAWK INDS INC   2017-08-25 2018-01-10
58. MORGAN STANLEY   2016-10-28 2018-01-10
9. NORTHROP GRUMMAN CORPORATION   2015-02-24 2018-01-10
15. PARKER HANNIFIN CORP   2017-04-13 2018-01-10
26. PEPSICO INC COM   2016-10-20 2018-01-10
74. PFIZER INC COM   2017-11-20 2018-01-10
27. PRICE T ROWE GROUP INC COM   2017-11-20 2018-01-10
56. PROLOGIS INC   2017-06-08 2018-01-10
2. RAYTHEON COMPANY   2017-05-05 2018-01-10
10. RAYTHEON COMPANY   2016-02-01 2018-01-10
32. ROYAL DUTCH SHELL PLC ADR A   2017-10-30 2018-01-10
21. S&P GLOBAL INC   2016-05-26 2018-01-10
5. SHERWIN-WILLIAMS CO   2017-06-21 2018-01-10
10. STANLEY BLACK & DECKER INC   2017-11-06 2018-01-10
34. STATE STR CORP COM   2016-09-12 2018-01-10
13. STRYKER CORP   2017-03-15 2018-01-10
56. SUNTRUST BANKS INC COM   2016-06-29 2018-01-10
33. T-MOBILE US INC   2017-05-05 2018-01-10
39. TEXAS INSTRS INC COM   2015-11-16 2018-01-10
57. THERMO ELECTRON CORP COM   2015-08-21 2018-01-10
51. TOTAL FINA S A   2015-08-14 2018-01-10
40. TRANSCANADA CORP (HOLDING CO)   2017-06-08 2018-01-10
30. TYSON FDS INC COM   2017-10-02 2018-01-10
16. UNITED RENTALS INC COM   2017-06-08 2018-01-10
14. UNITEDHEALTH GROUP INC COM   2017-02-02 2018-01-10
25. VISA INC CLASS A SHARES   2013-02-11 2018-01-10
49. WEC ENERGY GROUP INC   2009-06-22 2018-01-10
403. WYNDHAM WORLDWIDE CORP   2013-03-25 2018-01-10
37. TE CONNECTIVITY LTD SEDOL B62B7C3 ISIN CH0102993182   2017-06-08 2018-01-10
24. ROYAL CARRIBEAN CRUISES LTD SEDOL 2754907 ISIN LR0008862868   2017-04-13 2018-01-10
587. TRANSCANADA CORP (HOLDING CO)   2017-06-08 2018-01-25
396. PEPSICO INC COM   2016-06-03 2018-03-01
221. PROLOGIS INC   2017-06-08 2018-03-01
618. PROLOGIS INC   2016-10-28 2018-03-01
78. SHERWIN-WILLIAMS CO   2017-06-21 2018-03-06
189. STANLEY BLACK & DECKER INC   2017-11-06 2018-03-13
2270.663 AQR MANAGED FUTURES STRATEGY FUND CLASS I   2015-06-03 2018-03-27
500. ISHARES SHORT-TERM CORPORATE BOND ETF   2013-09-13 2018-03-27
137. MOHAWK INDS INC   2016-08-12 2018-04-12
42. MOHAWK INDS INC   2017-05-05 2018-04-12
1. JPMORGAN CHASE 46625H100   2001-01-01 2018-04-24
176. AETNA INC NEW   2013-05-31 2018-04-30
277. ILLINOIS TOOL WORKS INC COM   2016-02-18 2018-04-30
490. ALTRIA GROUP INC   2013-05-17 2018-05-07
466. CBS CORP CLASS B WI   2016-08-12 2018-05-07
316. COMCAST CORPORATION CL A   2011-10-20 2018-05-07
54. HOME DEPOT INC COM   2012-01-11 2018-05-07
176. KOHLS CORP COM   2018-04-12 2018-05-07
69. ROYAL CARRIBEAN CRUISES LTD SEDOL 2754907 ISIN LR0008862868   2017-04-13 2018-05-07
10879.025 VANGUARD INTM TERM TREAS FD ADMIRAL SHARES   2016-02-01 2018-05-22
510. ANALOG DEVICES INC   2017-06-15 2018-06-05
707. HALLIBURTON CO   2017-02-02 2018-06-15
344. SMUCKER J M CO COM NEW   2018-03-01 2018-06-15
462. AGILENT TECHNOLOGIES (IPO)   2017-04-27 2018-06-20
767. BERRY GLOBAL GROUP INC   2016-08-26 2018-07-18
314. CONSTELLATION BRANDS INC CL A   2014-05-28 2018-07-18
174. CUMMINS INC   2017-02-21 2018-07-18
187. GENERAL DYNAMICS CORP   2015-05-29 2018-07-18
233. HONEYWELL INTL INC   2015-02-05 2018-07-18
163. THERMO ELECTRON CORP COM   2015-08-21 2018-07-18
5101.483 AQR MULTI STRATEGY ALTERNATIVE FUND   2013-09-13 2018-07-19
4870.13 DIAMOND HILL LONG-SHORT FUND CL I   2010-08-19 2018-07-19
4655.493 DRIEHAUS ACTIVE INCOME FUND FUND 640   2013-09-13 2018-07-19
5058.165 EATON VANCE GLOBAL MACRO ABSOLUTE RETURN FUND   2010-08-19 2018-07-19
500. ISHARES INTERMEDIATE-TERM CORPORATE BOND   2012-10-23 2018-07-19
3892.359 PAYDEN LOW DURATION BOND FUND CL R   2010-12-28 2018-07-19
1. AMERICAN INTERNATIONAL GROUP INC   2001-01-01 2018-08-02
222. PARKER HANNIFIN CORP   2017-04-13 2018-08-08
516. STATE STR CORP COM   2016-09-12 2018-08-08
193. TYSON FDS INC COM   2017-10-02 2018-08-08
358. TYSON FDS INC COM   2016-03-14 2018-08-08
191. FACEBOOK INC   2016-03-03 2018-08-23
232. JOHNSON & JOHNSON COM   2009-06-01 2018-08-23
408. LAUDER ESTEE COS INC CL A   2017-09-08 2018-08-23
490. ROYAL DUTCH SHELL PLC ADR A   2017-10-30 2018-09-04
6. APPLE INC   2017-05-05 2018-09-20
176. LAM RESEARCH CORP   2015-06-05 2018-09-20
306. MARRIOTT INTERNATIONAL INC CL A   2018-01-10 2018-09-20
204. STRYKER CORP   2017-03-15 2018-09-20
74. ABBVIE INC   2017-12-14 2018-09-24
19. ALPHABET INC/CA-CL A   2015-08-12 2018-09-24
13. AMAZON.COM INC   2018-05-07 2018-09-24
74. AMERICAN WATER WORKS CO INC   2016-02-18 2018-09-24
64. AMGEN INC   2014-01-09 2018-09-24
171. APPLE INC   2009-06-01 2018-09-24
138. APPLIED MATERIALS INC   2016-07-14 2018-09-24
204. ARCHER DANIELS MIDLAND CO   2018-08-23 2018-09-24
82. AUTOMATIC DATA PROCESSING INC   2018-06-05 2018-09-24
246. BANK OF AMERICA CORP   2018-08-08 2018-09-24
116. BANK NEW YORK MELLON CORP COM   2016-05-05 2018-09-24
99. BAXTER INTERNATIONAL INC   2018-01-10 2018-09-24
32. BIOGEN INC   2016-08-04 2018-09-24
29. BOEING CO   2017-10-30 2018-09-24
193. BORG WARNER INC.   2017-10-02 2018-09-24
78. BURLINGTON STORES INC   2016-09-02 2018-09-24
182. CBRE GROUP INC   2018-03-01 2018-09-24
66. CELANESE CORP   2018-07-18 2018-09-24
60. CENTENE CORP   2018-04-30 2018-09-24
101. CHEVRON CORPORATION   2018-06-15 2018-09-24
189. CISCO SYS INC COM   2018-04-30 2018-09-24
107. CITIGROUP INC   2017-08-02 2018-09-24
259. CITIZENS FINANCIAL GROUP   2016-11-21 2018-09-24
242. COMCAST CORPORATION CL A   2011-10-20 2018-09-24
121. CONOCOPHILLIPS   2017-11-06 2018-09-24
17. COSTCO WHSL CORP NEW COM   2018-08-08 2018-09-24
38. DANAHER CORP   2018-06-20 2018-09-24
136. DOWDUPONT INC   2015-04-29 2018-09-24
46. EASTMAN CHEM CO   2018-03-06 2018-09-24
65. FACEBOOK INC   2016-03-03 2018-09-24
29. FEDEX CORPORATION   2018-07-18 2018-09-24
280. FIRST DATA CORP- CLASS A   2018-08-23 2018-09-24
64. HOME DEPOT INC COM   2012-01-11 2018-09-24
147. INTEL CORP   2016-08-23 2018-09-24
217. J P MORGAN CHASE & CO COM   2009-06-01 2018-09-24
101. KOHLS CORP COM   2018-04-12 2018-09-24
74. LILLY ELI & CO   2018-07-18 2018-09-24
56. MCCORMICK & CO INC COM NON VTG   2018-07-18 2018-09-24
65. MCDONALDS CORP COM   2017-06-21 2018-09-24
182. MORGAN STANLEY   2016-10-28 2018-09-24
29. NORTHROP GRUMMAN CORPORATION   2015-02-24 2018-09-24
69. OCCIDENTAL PETE CORP COM   2018-07-18 2018-09-24
19. OCCIDENTAL PETE CORP COM   2018-01-25 2018-09-24
256. PFIZER INC COM   2017-11-20 2018-09-24
35. PRICE T ROWE GROUP INC COM   2017-08-31 2018-09-24
59. PRICE T ROWE GROUP INC COM   2017-11-20 2018-09-24
37. RAYTHEON COMPANY   2016-02-01 2018-09-24
12879.78 T ROWE PRICE SHORTTERM BD FD INC   2011-03-25 2018-09-24
69. S&P GLOBAL INC   2016-05-26 2018-09-24
131. SUNCOR ENERGY INC ISIN CA8672241079 SEDOL B3NB1P2   2018-09-04 2018-09-24
177. SUNTRUST BANKS INC COM   2016-06-29 2018-09-24
107. T-MOBILE US INC   2017-05-05 2018-09-24
122. TEXAS INSTRS INC COM   2015-11-16 2018-09-24
164. TOTAL FINA S A   2015-08-14 2018-09-24
197. US FOODS HOLDING CORP   2018-06-15 2018-09-24
68. UNITED TECHNOLOGIES CORP COM   2018-07-18 2018-09-24
15249.444 VANGUARD FIXED INCOME SECS F INT TR CRP ADM   2014-05-29 2018-09-24
78. VISA INC CLASS A SHARES   2013-02-11 2018-09-24
151. WEC ENERGY GROUP INC   2009-06-22 2018-09-24
133. WASTE MANAGEMENT INC   2018-03-13 2018-09-24
24. WELLCARE HEALTH PLANS, INC.   2018-08-23 2018-09-24
122. TE CONNECTIVITY LTD SEDOL B62B7C3 ISIN CH0102993182   2017-06-08 2018-09-24
59. ROYAL CARRIBEAN CRUISES LTD SEDOL 2754907 ISIN LR0008862868   2017-04-13 2018-09-24
1. ALPHABET INC/CA-CL A   2015-08-12 2018-10-19
1. AMAZON.COM INC   2018-05-07 2018-10-19
11. APPLE INC   2009-06-01 2018-10-19
718. BORG WARNER INC.   2017-08-25 2018-10-19
132. BRISTOL MYERS SQUIBB CO   2018-09-20 2018-10-19
152. CSX CORP COM   2018-09-20 2018-10-19
15. J P MORGAN CHASE & CO COM   2009-06-01 2018-10-19
251. MICROSOFT CORP   2018-09-20 2018-10-19
9. UNITED RENTALS INC COM   2017-06-08 2018-10-19
59. UNITED RENTALS INC COM   2018-09-20 2018-10-19
708. US FOODS HOLDING CORP   2018-06-15 2018-10-19
49. UNITEDHEALTH GROUP INC COM   2016-10-28 2018-10-19
24. ABBVIE INC   2017-12-14 2018-11-02
5. ALPHABET INC/CA-CL A   2015-08-12 2018-11-02
3. AMAZON.COM INC   2018-05-07 2018-11-02
23. AMERICAN WATER WORKS CO INC   2016-02-18 2018-11-02
21. AMGEN INC   2014-01-09 2018-11-02
45. APPLE INC   2009-06-01 2018-11-02
513. APPLIED MATERIALS INC   2016-07-14 2018-11-02
68. ARCHER DANIELS MIDLAND CO   2018-08-23 2018-11-02
26. AUTOMATIC DATA PROCESSING INC   2018-06-05 2018-11-02
3. AUTOZONE INC   2018-10-19 2018-11-02
102. BANK OF AMERICA CORP   2018-08-08 2018-11-02
38. BANK NEW YORK MELLON CORP COM   2016-05-05 2018-11-02
32. BAXTER INTERNATIONAL INC   2018-01-10 2018-11-02
11. BIOGEN INC   2016-08-04 2018-11-02
10. BOEING CO   2017-10-30 2018-11-02
33. BRISTOL MYERS SQUIBB CO   2018-09-20 2018-11-02
25. BURLINGTON STORES INC   2016-09-02 2018-11-02
78. CBRE GROUP INC   2018-03-01 2018-11-02
38. CSX CORP COM   2018-08-08 2018-11-02
20. CENTENE CORP   2018-04-30 2018-11-02
34. CHEVRON CORPORATION   2018-06-15 2018-11-02
34. CITIGROUP INC   2017-08-02 2018-11-02
83. CITIZENS FINANCIAL GROUP   2016-11-21 2018-11-02
91. COMCAST CORPORATION CL A   2018-10-19 2018-11-02
39. CONOCOPHILLIPS   2017-11-06 2018-11-02
12. COSTCO WHSL CORP NEW COM   2018-08-08 2018-11-02
22. DANAHER CORP   2018-06-20 2018-11-02
506. DOWDUPONT INC   2015-04-29 2018-11-02
21. EASTMAN CHEM CO   2018-03-06 2018-11-02
21. FACEBOOK INC   2016-03-03 2018-11-02
10. FEDEX CORPORATION   2018-07-18 2018-11-02
93. FIRST DATA CORP- CLASS A   2018-08-23 2018-11-02
22. HOME DEPOT INC COM   2012-01-11 2018-11-02
47. INTEL CORP   2016-08-23 2018-11-02
55. J P MORGAN CHASE & CO COM   2009-06-01 2018-11-02
34. KOHLS CORP COM   2018-04-12 2018-11-02
25. LILLY ELI & CO   2018-07-18 2018-11-02
19. MCCORMICK & CO INC COM NON VTG   2018-10-19 2018-11-02
21. MCDONALDS CORP COM   2017-06-21 2018-11-02
61. MICROSOFT CORP   2018-09-20 2018-11-02
59. MORGAN STANLEY   2016-10-28 2018-11-02
9. NORTHROP GRUMMAN CORPORATION   2015-07-22 2018-11-02
30. OCCIDENTAL PETE CORP COM   2018-01-25 2018-11-02
83. PFIZER INC COM   2017-11-20 2018-11-02
31. PRICE T ROWE GROUP INC COM   2017-08-31 2018-11-02
12. RAYTHEON COMPANY   2016-02-01 2018-11-02
22. S&P GLOBAL INC   2016-05-26 2018-11-02
56. SUNCOR ENERGY INC ISIN CA8672241079 SEDOL B3NB1P2   2018-09-04 2018-11-02
57. SUNTRUST BANKS INC COM   2016-06-29 2018-11-02
34. T-MOBILE US INC   2017-05-05 2018-11-02
40. TEXAS INSTRS INC COM   2015-11-16 2018-11-02
52. TOTAL FINA S A   2015-08-14 2018-11-02
16. UNITED RENTALS INC COM   2017-06-08 2018-11-02
23. UNITED TECHNOLOGIES CORP COM   2018-07-18 2018-11-02
11. UNITEDHEALTH GROUP INC COM   2016-10-28 2018-11-02
26. VISA INC CLASS A SHARES   2013-02-11 2018-11-02
49. WEC ENERGY GROUP INC   2009-06-22 2018-11-02
45. WASTE MANAGEMENT INC   2018-03-13 2018-11-02
7. WELLCARE HEALTH PLANS, INC.   2018-08-23 2018-11-02
40. TE CONNECTIVITY LTD SEDOL B62B7C3 ISIN CH0102993182   2017-06-08 2018-11-02
20. ROYAL CARRIBEAN CRUISES LTD SEDOL 2754907 ISIN LR0008862868   2017-04-13 2018-11-02
102. FEDEX CORPORATION   2018-07-18 2018-11-20
985. FIRST DATA CORP- CLASS A   2018-08-23 2018-11-20
416. TEXAS INSTRS INC COM   2015-11-16 2018-11-20
212. ROYAL CARRIBEAN CRUISES LTD SEDOL 2754907 ISIN LR0008862868   2017-04-13 2018-11-20
1. NU SKIN ENTERPRISES 67018T105   2001-01-01 2018-11-23
589. SUNCOR ENERGY INC ISIN CA8672241079 SEDOL B3NB1P2   2018-09-04 2018-12-19
240. UNITED TECHNOLOGIES CORP COM   2018-07-18 2018-12-19
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,395   1,348 47
b 1,834   618 1,216
c 10,046   8,938 1,108
d 5,306   4,161 1,145
e 6,654   4,546 2,108
2,250   1,193 1,057
2,057   1,587 470
3,660   2,557 1,103
3,705   3,298 407
9,551   8,173 1,378
2,299   1,129 1,170
2,119   1,460 659
3,116   2,383 733
3,372   2,914 458
3,518   2,860 658
3,480   3,302 178
2,914   2,429 485
1,817   1,674 143
1,790   860 930
1,589   1,457 132
3,686   2,626 1,060
4,112   2,231 1,881
1,731   1,613 118
4,620   1,747 2,873
1,988   1,696 292
3,184   2,313 871
6,377   4,095 2,282
2,666   1,820 846
2,514   2,687 -173
4,798   2,909 1,889
2,511   1,629 882
3,181   1,810 1,371
2,005   1,675 330
7,479   4,106 3,373
2,160   839 1,321
2,307   1,003 1,304
3,244   3,032 212
3,300   3,149 151
2,720   719 2,001
3,266   2,977 289
3,133   1,939 1,194
2,774   1,530 1,244
3,100   2,322 778
3,053   2,764 289
2,696   2,620 76
3,029   2,604 425
3,454   3,139 315
387   318 69
1,935   1,253 682
2,207   1,984 223
3,687   2,322 1,365
2,101   1,781 320
1,715   1,637 78
3,558   2,392 1,166
2,069   1,712 357
3,800   2,223 1,577
2,111   2,177 -66
4,274   2,207 2,067
11,749   7,420 4,329
2,935   2,508 427
1,900   1,884 16
2,429   2,139 290
2,768   1,708 1,060
3,133   2,266 867
2,965   983 1,982
3,125   997 2,128
45,437   26,173 19,264
3,641   2,939 702
2,961   2,273 688
27,697   27,654 43
43,204   41,116 2,088
13,448   12,387 1,061
37,605   31,460 6,145
30,593   27,782 2,811
29,903   30,945 -1,042
20,504   25,000 -4,496
51,850   52,384 -534
32,647   29,003 3,644
10,008   10,155 -147
144   25 119
31,499   10,869 20,630
39,560   26,386 13,174
27,407   18,272 9,135
24,083   24,379 -296
10,135   3,734 6,401
9,952   2,348 7,604
10,525   11,157 -632
7,254   6,535 719
116,406   125,000 -8,594
50,999   40,856 10,143
32,995   39,583 -6,588
36,156   43,963 -7,807
28,985   25,634 3,351
36,417   34,933 1,484
67,186   26,125 41,061
23,657   26,830 -3,173
35,945   26,141 9,804
34,689   23,717 10,972
34,386   21,220 13,166
42,138   50,596 -8,458
128,912   75,000 53,912
45,158   50,000 -4,842
44,714   49,707 -4,993
53,211   55,889 -2,678
38,690   39,427 -737
180     180
38,275   34,362 3,913
44,749   36,302 8,447
11,534   13,761 -2,227
21,395   24,116 -2,721
33,188   22,272 10,916
31,274   12,977 18,297
54,508   44,227 10,281
31,982   30,375 1,607
1,327   892 435
27,457   14,092 13,365
39,939   42,099 -2,160
35,216   26,861 8,355
6,878   7,124 -246
22,084   13,812 8,272
24,725   20,844 3,881
6,536   4,894 1,642
13,127   7,589 5,538
37,316   22,839 14,477
5,401   3,624 1,777
10,155   10,297 -142
12,273   11,033 1,240
7,580   7,810 -230
6,110   4,578 1,532
7,670   6,782 888
11,003   9,323 1,680
10,743   7,540 3,203
8,517   9,957 -1,440
12,233   6,804 5,429
8,237   8,535 -298
7,668   7,285 383
8,565   6,514 2,051
12,281   12,588 -307
9,138   8,406 732
7,856   7,425 431
10,515   8,296 2,219
8,489   2,859 5,630
9,295   6,506 2,789
3,963   3,795 168
4,109   3,775 334
9,283   7,221 2,062
4,533   4,777 -244
10,621   7,108 3,513
7,056   6,717 339
7,117   6,997 120
13,439   2,783 10,656
6,858   5,240 1,618
25,499   9,974 15,525
7,573   6,402 1,171
7,832   6,627 1,205
7,286   6,682 604
10,644   10,102 542
8,904   6,085 2,819
8,825   4,860 3,965
5,567   5,670 -103
1,533   1,470 63
11,269   9,065 2,204
3,893   2,944 949
6,562   5,691 871
7,478   4,637 2,841
59,891   62,077 -2,186
14,448   7,629 6,819
5,168   5,284 -116
12,503   7,025 5,478
7,402   7,060 342
13,352   6,903 6,449
10,566   8,064 2,502
6,119   7,407 -1,288
9,541   8,911 630
142,735   150,792 -8,057
11,641   3,066 8,575
10,127   3,074 7,053
12,088   11,613 475
7,346   7,138 208
11,004   9,690 1,314
7,662   5,588 2,074
1,111   685 426
1,800   1,603 197
2,430   220 2,210
26,421   32,185 -5,764
7,228   8,134 -906
10,495   11,227 -732
1,633   550 1,083
27,701   28,547 -846
1,099   961 138
7,203   10,049 -2,846
21,572   26,621 -5,049
13,013   7,152 5,861
1,913   2,310 -397
5,389   3,423 1,966
4,988   4,810 178
2,005   1,521 484
3,925   2,464 1,461
9,300   899 8,401
18,043   13,470 4,573
3,262   3,432 -170
3,653   3,498 155
2,269   2,192 77
2,825   3,238 -413
1,793   1,500 293
1,988   2,192 -204
3,440   3,205 235
3,587   2,600 987
1,669   2,033 -364
4,312   2,117 2,195
3,258   3,658 -400
2,638   2,760 -122
2,580   2,171 409
3,886   4,238 -352
2,245   2,359 -114
3,097   2,658 439
3,420   3,316 104
2,659   2,097 562
2,758   2,679 79
2,220   2,186 34
29,135   26,247 2,888
1,730   2,181 -451
3,165   2,296 869
2,223   2,316 -93
1,739   2,324 -585
3,940   957 2,983
2,217   1,675 542
5,948   2,018 3,930
2,610   2,155 455
2,653   2,239 414
2,714   2,676 38
3,696   3,238 458
6,458   6,938 -480
2,709   1,973 736
2,468   1,499 969
2,046   2,321 -275
3,548   2,939 609
3,006   2,608 398
2,185   1,504 681
4,023   2,432 1,591
1,882   2,259 -377
3,557   2,262 1,295
2,320   2,243 77
3,798   2,263 1,535
2,967   2,544 423
2,000   1,708 292
2,922   3,014 -92
2,868   1,542 1,326
3,622   1,022 2,600
3,274   997 2,277
3,910   3,929 -19
1,815   2,082 -267
3,098   3,177 -79
2,119   1,894 225
22,835   23,625 -790
16,880   24,615 -7,735
40,480   23,412 17,068
22,720   20,078 2,642
498   25 473
17,177   23,758 -6,581
27,928   31,450 -3,522
      73,034
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       47
b       1,216
c       1,108
d       1,145
e       2,108
      1,057
      470
      1,103
      407
      1,378
      1,170
      659
      733
      458
      658
      178
      485
      143
      930
      132
      1,060
      1,881
      118
      2,873
      292
      871
      2,282
      846
      -173
      1,889
      882
      1,371
      330
      3,373
      1,321
      1,304
      212
      151
      2,001
      289
      1,194
      1,244
      778
      289
      76
      425
      315
      69
      682
      223
      1,365
      320
      78
      1,166
      357
      1,577
      -66
      2,067
      4,329
      427
      16
      290
      1,060
      867
      1,982
      2,128
      19,264
      702
      688
      43
      2,088
      1,061
      6,145
      2,811
      -1,042
      -4,496
      -534
      3,644
      -147
      119
      20,630
      13,174
      9,135
      -296
      6,401
      7,604
      -632
      719
      -8,594
      10,143
      -6,588
      -7,807
      3,351
      1,484
      41,061
      -3,173
      9,804
      10,972
      13,166
      -8,458
      53,912
      -4,842
      -4,993
      -2,678
      -737
      180
      3,913
      8,447
      -2,227
      -2,721
      10,916
      18,297
      10,281
      1,607
      435
      13,365
      -2,160
      8,355
      -246
      8,272
      3,881
      1,642
      5,538
      14,477
      1,777
      -142
      1,240
      -230
      1,532
      888
      1,680
      3,203
      -1,440
      5,429
      -298
      383
      2,051
      -307
      732
      431
      2,219
      5,630
      2,789
      168
      334
      2,062
      -244
      3,513
      339
      120
      10,656
      1,618
      15,525
      1,171
      1,205
      604
      542
      2,819
      3,965
      -103
      63
      2,204
      949
      871
      2,841
      -2,186
      6,819
      -116
      5,478
      342
      6,449
      2,502
      -1,288
      630
      -8,057
      8,575
      7,053
      475
      208
      1,314
      2,074
      426
      197
      2,210
      -5,764
      -906
      -732
      1,083
      -846
      138
      -2,846
      -5,049
      5,861
      -397
      1,966
      178
      484
      1,461
      8,401
      4,573
      -170
      155
      77
      -413
      293
      -204
      235
      987
      -364
      2,195
      -400
      -122
      409
      -352
      -114
      439
      104
      562
      79
      34
      2,888
      -451
      869
      -93
      -585
      2,983
      542
      3,930
      455
      414
      38
      458
      -480
      736
      969
      -275
      609
      398
      681
      1,591
      -377
      1,295
      77
      1,535
      423
      292
      -92
      1,326
      2,600
      2,277
      -19
      -267
      -79
      225
      -790
      -7,735
      17,068
      2,642
      473
      -6,581
      -3,522
       
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 2 569,783
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 491,638 6,689,700 0.073492
2016 478,449 6,490,868 0.073711
2015 408,071 6,890,418 0.059223
2014 156,388 6,737,134 0.023213
2013 407,069 6,258,652 0.065041
2
Total of line 1, column (d) .....................
2
0.29468
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
0.058936
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
6,397,954
5
Multiply line 4 by line 3......................
5
377,070
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
6,710
7
Add lines 5 and 6........................
7
383,780
8
Enter qualifying distributions from Part XII, line 4,.............
8
1,440,496
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 6,710
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 6,710
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 6,710
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 4,589
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 4,589
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 2,121
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet0 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 ofbulletPNC BANK NA Telephone no.bullet (412) 762-9161

    Located atbullet116 ALLEGHENY CENTER MALLPITTSBURGHPA ZIP+4bullet15212
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    PNC BANK N A TRUSTEE
    13
    60,993    
    116 ALLEGHENY CENTER MALL
    PITTSBURGH,PA15212
    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
    6,495,385
    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
    6,495,385
    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
    6,495,385
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    97,431
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    6,397,954
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    319,898
    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
    319,898
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    6,710
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    6,710
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    313,188
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    313,188
    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
    313,188
    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
    1,440,496
    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
    1,440,496
    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
    6,710
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,433,786
    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 7 313,188
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 0
    b From 2014...... 0
    c From 2015...... 0
    d From 2016...... 85,039
    e From 2017...... 166,331
    fTotal of lines 3a through e........ 251,370
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 1,440,496
    a Applied to 2017, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2018 distributable amount..... 313,188
    e Remaining amount distributed out of corpus 1,127,308
    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 1,378,678
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......
    1,378,678
    10 Analysis of line 9:
    a Excess from 2014.... 0
    b Excess from 2015.... 0
    c Excess from 2016.... 85,039
    d Excess from 2017.... 166,331
    e Excess from 2018.... 1,127,308
    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:
    RYAN D SMITH PNC BANK N A
    116 ALLEGHENY CENTER MALL
    PITTSBURGH,PA15212
    (412) 768-5097
    bThe form in which applications should be submitted and information and materials they should include:
    WRITTEN REQUEST SHOULD INCLUDE THE PURPOSE FOR WHICH THE GRANT WILL BE USED
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    PREFERENCE IS GIVEN FOR PURPOSES OF CHRISTIAN EDUCATION AND HEALTH CARE
    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
    TRUTH AND TIDINGS
    34742 BRETTON DRIVE
    LIVONIA,MI48152
    NONE PC GENERAL SUPPORT 20,000
    MCKEESPORT GOSPEL HALL
    PRESCOTT BROADWAY
    MCKEESPORT,PA15131
    NONE PC GENERAL SUPPORT 25,000
    WILSON CHRISTIAN ACADEMY
    1900 CLAIRTON ROAD
    WEST MIFFIN,PA15122
    NONE PC GENERAL SUPPORT 720,000
    RIVER VALLEY FELLOWSHIP
    PO BOX 295
    SIMMS,MT59477
    NONE PC GENERAL SUPPORT 595,000
    SEEDS OF FAITH CHRISTIAN ACADEMY
    640 CHURCH STREET
    INDIANA,PA15701
    NONE PC GENERAL SUPPORT 5,000
    HIS STORY INC
    2531 WHITE TAIL LANE
    WHITE OAK,PA15131
    NONE PC GENERAL SUPPORT 45,000
    Total .................................bullet 3a 1,410,000
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........
             
    4 Dividends and interest from securities....     14 132,772  
    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 ............
        18 569,783  
    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)..   702,555  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    702,555
    (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:
    THOMAS A WILSON FOUNDATION
    EIN:
    23-7358862
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MUTUAL FUNDS - FIXED INCOME AT COST 1,437,843 1,413,289
    MUTUAL FUNDS - EQUITIES AT COST 1,158,163 1,390,416

    TY 2018 OtherDecreasesSchedule
    Name:
    THOMAS A WILSON FOUNDATION
    EIN:
    23-7358862
    Description Amount
    ROUNDING ADJ FOR SALES AND TRANSACTIONS 6


    TY 2018 OtherIncreasesSchedule
    Name:
    THOMAS A WILSON FOUNDATION
    EIN:
    23-7358862
    Description Amount
    POSTED CURRENT YEAR FOR PRIOR YEAR 559


    TY 2018 TaxesSchedule
    Name:
    THOMAS A WILSON FOUNDATION
    EIN:
    23-7358862
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 1,024 1,024   0
    FEDERAL TAX PAYMENT - PRIOR YE 2,477 0   0
    FEDERAL ESTIMATES - PRINCIPAL 4,589 0   0