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
KIRBY ANGELINE E HEALTH CENTER TRUST CO PNC
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 609
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH, PA152309738
A Employer identification number

24-6016398
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$9,420,879
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... 206,051 206,051  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 378,373
b Gross sales price for all assets on line 6a 3,356,066
7 Capital gain net income (from Part IV, line 2)... 378,373
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).......   543  
12 Total. Add lines 1 through 11........ 584,424 584,967  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 25,604 23,043   2,560
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)... 20,976 1,778   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.......... 46,580 24,821 0 2,560
25 Contributions, gifts, grants paid....... 508,733 508,733
26 Total expenses and disbursements. Add lines 24 and 25 555,313 24,821 0 511,293
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 29,111
b Net investment income (if negative, enter -0-) 560,146
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......... 516,635 609,075 609,075
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)....... 5,772,144 3,515,927 4,122,306
c Investments—corporate bonds (attach schedule)....... 2,284,205 1,287,674 1,275,104
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........   Click to see attachment3,189,140 3,414,394
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) 8,572,984 8,601,816 9,420,879
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........ 8,572,984 8,601,816
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)..... 8,572,984 8,601,816
31 Total liabilities and net assets/fund balances (see instructions). 8,572,984 8,601,816
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
8,572,984
2
Enter amount from Part I, line 27a .....................
2
29,111
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
8,602,095
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
279
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
8,601,816
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 5.66 FEDERAL NATL MTG ASSN POOL 255813   2005-06-02 2018-01-02
b 1. PRUDENTIAL FINANCIAL XXX-XX-XXXX   2001-01-01 2018-01-05
c 100000. TOYOTA MOTOR CREDIT CORP SER MTN SR UNSECD   2013-06-17 2018-01-10
d 475. ABBOTT LABORATORIES INC   2016-06-08 2018-01-11
e 45. THERMO ELECTRON CORP COM   2016-07-12 2018-01-11
160. DTE ENERGY CO   2016-08-12 2018-01-16
250. TRANSCANADA CORP (HOLDING CO)   2017-01-26 2018-01-16
400. TRANSCANADA CORP (HOLDING CO)   2016-10-10 2018-01-16
100. DTE ENERGY CO   2016-08-16 2018-01-17
40. GENERAL DYNAMICS CORP   2013-08-02 2018-01-19
4.4 FEDERAL NATL MTG ASSN POOL 255813   2005-06-02 2018-01-31
100000. MERCK & CO INC SR UNSECD   2013-06-17 2018-01-31
10. HOME DEPOT INC COM   2017-04-11 2018-02-02
20. HOME DEPOT INC COM   2011-12-02 2018-02-02
30. MOHAWK INDS INC   2016-07-27 2018-02-02
130. THOR INDUSTRIES INC   2017-02-24 2018-02-02
12. J P MORGAN CHASE & CO COM   2013-06-20 2018-02-07
78. J P MORGAN CHASE & CO COM   2012-01-19 2018-02-07
330. BIOVERATIV INC-W/I MERGED 03/09/18 @ $105.00 P/S   2017-10-30 2018-02-14
260. CROWN HOLDINGS INC   2017-06-19 2018-02-15
25. CROWN HOLDINGS INC   2017-06-19 2018-02-15
45. INGREDION INC   2017-10-30 2018-02-20
140. INGREDION INC   2016-10-10 2018-02-20
200. PEPSICO INC COM   2015-08-06 2018-02-20
85. MOHAWK INDS INC   2016-07-27 2018-02-22
285. PROLOGIS INC   2016-09-23 2018-02-22
205. PROLOGIS INC   2017-06-15 2018-02-22
410. PROLOGIS INC   2016-07-29 2018-02-22
110. PROLOGIS INC   2017-07-24 2018-02-23
100. WELLTOWER INC   2014-12-10 2018-02-23
2. WELLTOWER INC   2017-09-28 2018-02-23
18. WELLTOWER INC   2017-09-28 2018-02-23
440. ALLISON TRANSMISSION HOLDING   2017-01-25 2018-02-26
285. ALLISON TRANSMISSION HOLDING   2017-08-03 2018-02-26
35. PROLOGIS INC   2017-07-24 2018-02-26
4.2 FEDERAL NATL MTG ASSN POOL 255813   2005-06-02 2018-02-28
175. PEPSICO INC COM   2015-08-19 2018-03-06
200. PEPSICO INC COM   2016-06-06 2018-03-06
65. SHERWIN-WILLIAMS CO   2017-06-16 2018-03-06
345. ORACLE CORP   2017-08-03 2018-03-12
490. ORACLE CORP   2017-07-25 2018-03-12
175. STANLEY BLACK & DECKER INC   2017-11-01 2018-03-12
130. STANLEY BLACK & DECKER INC   2017-11-03 2018-03-12
55. DOLLAR TREE INC   2017-10-30 2018-03-13
222. DOLLAR TREE INC   2017-08-30 2018-03-13
23. DOLLAR TREE INC   2017-08-30 2018-03-13
260. DOLLAR TREE INC   2017-09-20 2018-03-13
105. MAGELLAN MIDSTREAM PARTNERS LP   2016-01-14 2018-03-13
35. VALERO ENERGY CORP NEW COM   2016-11-14 2018-03-13
100000. COCA-COLA CO/THE SR UNSECD   2012-03-13 2018-03-14
198. AMERICAN ELECTRIC POWER INC   2015-10-14 2018-03-16
27. AMERICAN ELECTRIC POWER INC   2015-10-14 2018-03-16
160. BANK OF AMERICA CORP   2017-10-20 2018-03-16
125. BANK OF AMERICA CORP   2016-12-21 2018-03-16
65. BANK OF AMERICA CORP   2016-12-21 2018-03-16
13. POST HOLDINGS INC-W CLASS I   2017-09-01 2018-03-20
1. POST HOLDINGS INC-W CLASS I   2017-09-01 2018-03-20
181. POST HOLDINGS INC-W CLASS I   2017-08-31 2018-03-20
69. POST HOLDINGS INC-W CLASS I   2017-10-30 2018-03-20
16. POST HOLDINGS INC-W CLASS I   2017-10-30 2018-03-20
115. BROADCOM LTD EXCH 04/05/18   2017-03-23 2018-03-21
10. GENERAL MILLS INC COM   2016-07-14 2018-03-23
130. GENERAL MILLS INC COM   2016-07-14 2018-03-23
30. WYNDHAM WORLDWIDE CORP   2013-06-20 2018-03-23
30. THOR INDUSTRIES INC   2017-02-24 2018-03-26
110. THOR INDUSTRIES INC   2017-04-10 2018-03-26
220. ALTRIA GROUP INC   2013-05-10 2018-03-28
35. STRYKER CORP   2017-10-30 2018-03-28
120. STRYKER CORP   2017-03-14 2018-03-28
.93 FEDERAL NATL MTG ASSN POOL 255813   2005-06-02 2018-03-31
110. MOHAWK INDS INC   2017-08-03 2018-04-05
100. AETNA INC NEW   2017-04-25 2018-04-19
27. ILLINOIS TOOL WORKS INC COM   2016-06-15 2018-04-19
108. ILLINOIS TOOL WORKS INC COM   2016-06-15 2018-04-19
28. ILLINOIS TOOL WORKS INC COM   2016-04-21 2018-04-19
112. ILLINOIS TOOL WORKS INC COM   2016-04-21 2018-04-19
37. OWENS CORNING INC   2017-11-27 2018-04-27
243. OWENS CORNING INC   2017-11-27 2018-04-27
1.17 FEDERAL NATL MTG ASSN POOL 255813   2005-06-02 2018-04-30
80. ANALOG DEVICES INC   2017-06-13 2018-05-03
35. HONEYWELL INTL INC   2016-07-08 2018-05-03
315. UNUMPROVIDENT CORP COM   2018-01-16 2018-05-03
485. YUM CHINA HOLDINGS INC -W/I   2017-04-19 2018-05-03
385. COGNIZANT TECHNOLOGY SOLUTIONS   2017-08-15 2018-05-09
85. UNUMPROVIDENT CORP COM   2017-11-13 2018-05-11
110. VALERO ENERGY CORP NEW COM   2016-11-14 2018-05-11
75. UNUMPROVIDENT CORP COM   2017-11-13 2018-05-14
208. BERRY GLOBAL GROUP INC   2016-08-15 2018-05-16
205. BERRY GLOBAL GROUP INC   2016-08-16 2018-05-16
78. BERRY GLOBAL GROUP INC   2016-08-15 2018-05-16
130. HONEYWELL INTL INC   2016-07-08 2018-05-16
31. BERRY GLOBAL GROUP INC   2016-08-15 2018-05-17
13. BERRY GLOBAL GROUP INC   2016-08-15 2018-05-17
251. BERRY GLOBAL GROUP INC   2016-08-12 2018-05-17
104. BERRY GLOBAL GROUP INC   2016-08-12 2018-05-17
120. HONEYWELL INTL INC   2015-02-05 2018-05-17
40. PRICE T ROWE GROUP INC COM   2017-08-22 2018-05-24
35. PRICE T ROWE GROUP INC COM   2016-05-18 2018-05-24
40. ROYAL DUTCH SHELL PLC ADR A   2017-11-02 2018-05-24
215. ANALOG DEVICES INC   2017-06-13 2018-05-29
200. ANALOG DEVICES INC   2017-06-13 2018-05-29
240. COMCAST CORPORATION CL A   2012-07-23 2018-05-29
105. DOWDUPONT INC   2015-04-28 2018-05-29
101. CITIGROUP INC   2017-07-25 2018-05-31
520. CITIGROUP INC   2017-01-09 2018-05-31
109. CITIGROUP INC   2017-07-25 2018-05-31
2.9 FEDERAL NATL MTG ASSN POOL 255813   2005-06-02 2018-05-31
270. T-MOBILE US INC   2017-08-30 2018-05-31
145. CUMMINS INC   2017-05-30 2018-06-01
220. DIAMOND BACK ENERGY INC   2016-11-28 2018-06-01
75. DIAMOND BACK ENERGY INC   2017-06-01 2018-06-01
79. FIRST AMERICAN FINANCIAL W/I   2017-12-19 2018-06-04
46. FIRST AMERICAN FINANCIAL W/I   2017-12-19 2018-06-05
85. FIRST AMERICAN FINANCIAL W/I   2017-12-19 2018-06-05
41. AGILENT TECHNOLOGIES (IPO)   2017-04-21 2018-06-08
234. AGILENT TECHNOLOGIES (IPO)   2017-04-21 2018-06-08
30. AMGEN INC   2014-03-03 2018-06-08
10. AMGEN INC   2014-03-03 2018-06-08
81. WYNDHAM WORLDWIDE CORP   2010-10-05 2018-06-11
23. SMUCKER J M CO COM NEW   2018-03-06 2018-06-12
127. SMUCKER J M CO COM NEW   2018-03-06 2018-06-12
25. SMUCKER J M CO COM NEW   2018-03-06 2018-06-12
140. SMUCKER J M CO COM NEW   2018-03-06 2018-06-12
70. LAMAR ADVERTISING CO-A   2016-01-22 2018-06-18
55. LAMAR ADVERTISING CO-A   2016-01-25 2018-06-19
1. L3 COMMUNICATIONS XXX-XX-XXXX   2001-01-01 2018-06-27
16. CUMMINS INC   2017-05-24 2018-06-28
34. CUMMINS INC   2017-05-24 2018-06-28
60. 3M COMPANY COM   2015-03-13 2018-06-28
2.46 FEDERAL NATL MTG ASSN POOL 255813   2005-06-02 2018-06-30
450. CARNIVAL CORP SEDOL 2523044   2016-04-13 2018-07-03
40. CONSTELLATION BRANDS INC CL A   2014-05-16 2018-07-03
80. MCDONALDS CORP COM   2017-06-09 2018-07-03
115. TE CONNECTIVITY LTD SEDOL B62B7C3 ISIN CH0102993182   2017-06-09 2018-07-03
50. CDW CORP/DE   2018-05-29 2018-07-05
55. CDW CORP/DE   2014-07-10 2018-07-05
220. CARNIVAL CORP SEDOL 2523044   2015-11-13 2018-07-05
200. CARNIVAL CORP SEDOL 2523044   2016-04-14 2018-07-05
30. CONSTELLATION BRANDS INC CL A   2014-07-09 2018-07-05
55. J P MORGAN CHASE & CO COM   2017-10-20 2018-07-05
40. J P MORGAN CHASE & CO COM   2008-12-04 2018-07-05
90. PRUDENTIAL FINANCIAL INC COM   2017-11-09 2018-07-05
10. PRUDENTIAL FINANCIAL INC COM   2017-05-02 2018-07-05
325. BANK OF AMERICA CORP   2016-12-21 2018-07-09
75. CONSTELLATION BRANDS INC CL A   2014-07-09 2018-07-09
85. GENERAL DYNAMICS CORP   2015-05-21 2018-07-09
85. THERMO ELECTRON CORP COM   2016-07-12 2018-07-09
85. CONSTELLATION BRANDS INC CL A   2014-05-16 2018-07-10
45. HUNTINGTON INGALLS INDS INC   2018-02-26 2018-07-10
60. HUNTINGTON INGALLS INDS INC   2018-02-26 2018-07-10
300. PINNACLE FOODS INC MERGED 10/26/18 @ $43.11 P/S   2016-12-15 2018-07-10
95. THERMO ELECTRON CORP COM   2015-09-17 2018-07-10
105. GENERAL DYNAMICS CORP   2015-05-21 2018-07-11
60. S&P GLOBAL INC   2016-07-29 2018-07-11
40. VAIL RESORTS INC COM   2018-03-26 2018-07-11
160. PARKER HANNIFIN CORP   2017-04-11 2018-07-25
100. PARKER HANNIFIN CORP   2017-03-21 2018-07-25
340. STATE STR CORP COM   2016-08-23 2018-07-25
255. TYSON FDS INC COM   2018-02-20 2018-07-25
100. TYSON FDS INC COM   2017-10-30 2018-07-25
285. TYSON FDS INC COM   2016-02-26 2018-07-25
100000. FEDERAL HOME LOAN MTG CORP NOTES CALL 07/30/14 @100   2012-07-30 2018-07-30
.51 FEDERAL NATL MTG ASSN POOL 255813   2005-06-02 2018-07-31
160. LAUDER ESTEE COS INC CL A   2017-09-27 2018-08-09
395. PINNACLE FOODS INC MERGED 10/26/18 @ $43.11 P/S   2017-05-10 2018-08-09
60. TRANSDIGM GROUP INC   2018-04-19 2018-08-09
65. TRANSDIGM GROUP INC   2018-04-19 2018-08-09
2682.019 HARBOR FD INTL FD   2010-01-27 2018-08-10
60. ILLINOIS TOOL WORKS INC COM   2017-01-30 2018-08-13
100. LAM RESEARCH CORP   2016-01-28 2018-08-13
15. JOHNSON & JOHNSON COM   2016-02-11 2018-08-21
140. JOHNSON & JOHNSON COM   2008-01-23 2018-08-21
1.07 FEDERAL NATL MTG ASSN POOL 255813   2005-06-02 2018-08-31
160. ABBVIE INC   2017-11-27 2018-09-05
30. FACEBOOK INC   2016-02-01 2018-09-05
20. FACEBOOK INC   2018-05-09 2018-09-05
290. ROYAL DUTCH SHELL PLC ADR A   2017-11-03 2018-09-05
40. FACEBOOK INC   2016-02-01 2018-09-11
105. LAM RESEARCH CORP   2015-03-19 2018-09-11
81. WYNDHAM HOTELS & RESORTS I   2010-10-05 2018-09-17
60. WYNDHAM HOTELS & RESORTS I   2018-06-11 2018-09-17
200. ABBVIE INC   2017-11-27 2018-09-21
210. MARRIOTT INTERNATIONAL INC CL A   2018-03-13 2018-09-21
100. S&P GLOBAL INC   2016-05-23 2018-09-21
50. UNITEDHEALTH GROUP INC COM   2017-01-25 2018-09-21
85. VAIL RESORTS INC COM   2018-03-26 2018-09-21
2.48 FEDERAL NATL MTG ASSN POOL 255813   2005-06-02 2018-09-30
70. CONOCOPHILLIPS   2018-05-03 2018-10-03
295. CONOCOPHILLIPS   2017-11-06 2018-10-03
12. GARRETT MOTION INC-WI   2015-01-13 2018-10-05
110. BORG WARNER INC.   2017-10-30 2018-10-10
380. BORG WARNER INC.   2017-08-21 2018-10-10
525. US FOODS HOLDING CORP   2018-07-10 2018-10-10
630. US FOODS HOLDING CORP   2018-03-20 2018-10-10
152. BORG WARNER INC.   2017-11-09 2018-10-12
75. GOLDMAN SACHS GROUP INC COM   2018-07-25 2018-10-12
123. BORG WARNER INC.   2017-11-09 2018-10-15
20. BORG WARNER INC.   2017-11-09 2018-10-15
7. JOHNSON & JOHNSON COM   2017-06-27 2018-10-15
63. JOHNSON & JOHNSON COM   2015-05-18 2018-10-15
22. JOHNSON & JOHNSON COM   2008-01-23 2018-10-15
214. JOHNSON & JOHNSON COM   2008-01-23 2018-10-15
80. BORG WARNER INC.   2017-11-09 2018-10-16
30. BORG WARNER INC.   2017-11-09 2018-10-16
480. MICRON TECHNOLOGY INC   2018-03-21 2018-10-18
5. MICRON TECHNOLOGY INC   2018-10-08 2018-10-18
94. CBRE GROUP INC   2018-02-22 2018-10-22
741. CBRE GROUP INC   2018-02-22 2018-10-22
6. APPLIED MATERIALS INC   2016-07-19 2018-10-25
473. APPLIED MATERIALS INC   2016-07-19 2018-10-25
228. DOWDUPONT INC   2015-04-29 2018-10-25
7. DOWDUPONT INC   2018-10-08 2018-10-25
29. DOWDUPONT INC   2016-02-11 2018-10-25
16. APPLIED MATERIALS INC   2016-07-19 2018-10-26
115. CATERPILLAR INC   2018-06-01 2018-10-26
435. DISCOVERY INC CLASS A   2018-07-05 2018-10-26
231. DOWDUPONT INC   2015-05-06 2018-10-26
9. DOWDUPONT INC   2015-05-06 2018-10-26
8. DOWDUPONT INC   2016-02-11 2018-10-26
309. DOWDUPONT INC   2015-10-14 2018-10-26
11. DOWDUPONT INC   2015-10-14 2018-10-26
325. SYNOVUS FINANCIAL CORP   2018-05-31 2018-10-26
185. TEXAS INSTRS INC COM   2016-05-04 2018-10-26
2.05 FEDERAL NATL MTG ASSN POOL 255813   2005-06-02 2018-10-31
468. FIRST DATA CORP- CLASS A   2018-09-11 2018-11-05
49. FIRST DATA CORP- CLASS A   2018-09-11 2018-11-05
345. FIRST DATA CORP- CLASS A   2018-08-13 2018-11-05
36. FIRST DATA CORP- CLASS A   2018-08-13 2018-11-05
268. TEXAS INSTRS INC COM   2015-12-02 2018-11-05
82. TEXAS INSTRS INC COM   2015-12-02 2018-11-05
396. FIRST DATA CORP- CLASS A   2018-09-11 2018-11-06
78. FIRST DATA CORP- CLASS A   2018-09-11 2018-11-06
292. FIRST DATA CORP- CLASS A   2018-08-13 2018-11-06
57. FIRST DATA CORP- CLASS A   2018-08-13 2018-11-06
20. RESIDEO TECHNOLOGIES INC-W/I   2015-01-13 2018-11-06
379. KELLOGG CO   2018-07-25 2018-11-07
26. KELLOGG CO   2018-10-10 2018-11-07
130. BURLINGTON STORES INC   2015-04-20 2018-11-08
148. FERRARI NV - W/I SEDOL BZ1GMK5   2018-07-03 2018-11-14
45. AT&T INC   2018-02-23 2018-11-19
393. AT&T INC   2012-01-19 2018-11-19
188. WELLS FARGO & CO NEW COM   2012-01-19 2018-11-19
6. WELLS FARGO & CO NEW COM   2012-01-19 2018-11-19
1. NU SKIN ENTERPRISES 67018T105   2001-01-01 2018-11-23
75. MOTOROLA SOLUTIONS INC   2018-03-12 2018-11-28
45. MOTOROLA SOLUTIONS INC   2018-05-29 2018-11-28
128. APPLE INC   2006-07-24 2018-11-30
1.14 FEDERAL NATL MTG ASSN POOL 255813   2005-06-02 2018-11-30
20. FEDEX CORPORATION   2018-08-09 2018-11-30
85. FEDEX CORPORATION   2018-05-16 2018-11-30
70. FEDEX CORPORATION   2018-05-17 2018-11-30
455. JACOBS ENGINEERING GROUP INC   2018-07-10 2018-11-30
325. JACOBS ENGINEERING GROUP INC   2018-08-09 2018-11-30
227. PRINCIPAL FINANCIAL GROUP COM   2014-10-30 2018-12-10
12. PRINCIPAL FINANCIAL GROUP COM   2015-02-03 2018-12-10
35. PRUDENTIAL FINANCIAL INC COM   2017-02-22 2018-12-10
71. UNITED TECHNOLOGIES CORP COM   2011-09-12 2018-12-10
76. PRINCIPAL FINANCIAL GROUP COM   2015-02-03 2018-12-11
625. SUNCOR ENERGY INC ISIN CA8672241079 SEDOL B3NB1P2   2018-06-01 2018-12-11
290. TE CONNECTIVITY LTD SEDOL B62B7C3 ISIN CH0102993182   2017-05-26 2018-12-11
65. JOHNSON & JOHNSON COM   2013-06-20 2018-12-18
60. KIMBERLY-CLARK CORP COM   2017-02-22 2018-12-18
20. ALTRIA GROUP INC   2015-01-13 2018-12-27
145. ALTRIA GROUP INC   2015-01-13 2018-12-27
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 6   6  
b 94     94
c 100,000   99,263 737
d 27,861   18,491 9,370
e 9,311   6,908 2,403
16,625   15,444 1,181
12,024   11,810 214
19,238   18,983 255
10,407   9,379 1,028
8,330   3,492 4,838
4   4  
100,000   98,290 1,710
1,954   1,478 476
3,907   802 3,105
8,140   6,131 2,009
17,338   14,513 2,825
1,353   634 719
8,839   3,644 5,195
34,221   18,432 15,789
13,355   15,120 -1,765
1,275   1,454 -179
5,825   5,640 185
18,122   18,847 -725
21,984   19,849 2,135
21,078   17,371 3,707
17,120   15,553 1,567
12,314   11,979 335
24,628   21,727 2,901
6,734   6,622 112
5,407   7,585 -2,178
108   141 -33
965   1,269 -304
17,275   15,619 1,656
11,190   10,784 406
2,141   2,102 39
4   4  
19,061   17,264 1,797
21,784   20,531 1,253
25,749   22,797 2,952
18,242   17,346 896
25,908   24,681 1,227
27,650   28,242 -592
20,540   21,359 -819
5,236   5,058 178
21,134   17,696 3,438
2,199   1,833 366
24,751   21,718 3,033
6,753   6,560 193
3,284   2,191 1,093
100,000   99,445 555
13,367   11,538 1,829
1,817   1,570 247
5,176   4,346 830
4,043   2,829 1,214
2,102   1,471 631
967   1,118 -151
74   86 -12
13,479   15,386 -1,907
5,138   5,697 -559
1,192   1,321 -129
27,804   25,232 2,572
452   721 -269
5,817   9,372 -3,555
3,443   2,050 1,393
3,285   3,330 -45
12,044   10,630 1,414
13,589   8,059 5,530
5,530   5,480 50
18,962   15,777 3,185
1   1  
26,342   27,552 -1,210
17,664   13,402 4,262
4,275   2,846 1,429
17,106   11,384 5,722
4,434   2,943 1,491
17,739   11,772 5,967
2,461   3,249 -788
16,034   21,341 -5,307
1   1  
6,907   6,488 419
4,956   4,116 840
12,300   17,825 -5,525
17,883   16,008 1,875
28,957   27,908 1,049
3,230   4,500 -1,270
12,599   6,887 5,712
2,850   3,969 -1,119
9,925   9,056 869
9,786   8,921 865
3,718   3,394 324
19,158   15,286 3,872
1,474   1,348 126
617   565 52
11,931   10,849 1,082
4,934   4,426 508
17,647   12,168 5,479
4,840   3,327 1,513
4,235   2,634 1,601
2,789   2,553 236
20,299   17,436 2,863
18,883   16,219 2,664
7,564   6,429 1,135
6,826   5,412 1,414
6,666   7,269 -603
34,553   31,294 3,259
7,243   7,430 -187
3   3  
15,021   17,299 -2,278
20,835   22,825 -1,990
25,516   21,765 3,751
8,699   7,052 1,647
4,088   4,536 -448
2,381   2,625 -244
4,382   4,850 -468
2,692   2,196 496
15,398   12,415 2,983
5,521   3,704 1,817
1,842   1,235 607
3,943   1,153 2,790
2,433   2,967 -534
13,452   16,385 -2,933
2,645   3,225 -580
14,829   18,062 -3,233
4,900   3,887 1,013
3,808   3,043 765
916     916
2,124   2,483 -359
4,514   5,270 -756
11,741   9,698 2,043
2   2  
25,478   23,595 1,883
8,592   3,288 5,304
12,581   12,168 413
10,375   9,146 1,229
4,077   4,061 16
4,485   1,752 2,733
12,507   11,367 1,140
11,351   10,324 1,027
6,438   2,709 3,729
5,719   5,446 273
4,159   1,286 2,873
8,473   10,150 -1,677
941   1,074 -133
9,392   7,357 2,035
16,264   6,771 9,493
16,294   11,948 4,346
17,936   13,049 4,887
18,500   6,986 11,514
10,014   11,969 -1,955
13,473   15,793 -2,320
19,751   15,329 4,422
20,339   12,190 8,149
20,104   14,760 5,344
12,597   7,330 5,267
11,350   9,019 2,331
25,909   25,623 286
16,193   15,767 426
29,571   23,616 5,955
15,913   19,380 -3,467
6,241   7,170 -929
17,786   18,696 -910
100,000   100,000  
1   1  
21,091   17,267 3,824
26,157   22,993 3,164
21,628   19,799 1,829
23,430   21,238 2,192
174,734   148,854 25,880
8,186   7,706 480
17,861   6,955 10,906
2,039   1,515 524
18,973   9,341 9,632
1   1  
15,124   17,196 -2,072
5,051   3,519 1,532
3,367   3,628 -261
18,788   18,596 192
6,636   4,606 2,030
16,293   8,221 8,072
4,503   1,509 2,994
3,335   3,724 -389
18,534   19,038 -504
27,532   30,009 -2,477
21,287   10,939 10,348
13,306   8,601 4,705
24,255   19,112 5,143
2   2  
5,479   4,594 885
23,092   16,648 6,444
190   124 66
4,311   5,782 -1,471
14,892   16,965 -2,073
15,391   20,186 -4,795
18,470   21,755 -3,285
5,743   7,928 -2,185
16,034   17,664 -1,630
4,682   6,382 -1,700
764   1,038 -274
937   954 -17
8,477   7,614 863
2,946   1,401 1,545
28,796   12,513 16,283
3,053   4,151 -1,098
1,145   1,556 -411
19,888   29,559 -9,671
207   214 -7
3,722   4,236 -514
29,131   33,392 -4,261
196   159 37
15,434   12,548 2,886
12,081   10,523 1,558
371   440 -69
1,546   1,305 241
508   424 84
13,140   17,635 -4,495
13,165   12,009 1,156
12,053   11,936 117
468   460 8
417   360 57
16,122   14,613 1,509
572   520 52
11,925   17,669 -5,744
16,832   10,470 6,362
2   2  
8,633   11,875 -3,242
906   1,243 -337
6,364   8,320 -1,956
666   868 -202
25,592   15,492 10,100
7,809   4,740 3,069
7,397   10,041 -2,644
1,456   1,925 -469
5,454   7,042 -1,588
1,064   1,375 -311
472   352 120
24,241   26,762 -2,521
1,662   1,809 -147
22,435   9,452 12,983
16,439   19,873 -3,434
1,365   1,646 -281
11,923   13,699 -1,776
9,978   5,673 4,305
320   181 139
260     260
9,725   8,182 1,543
5,835   4,952 883
22,783   12,658 10,125
1   1  
4,564   4,930 -366
19,395   21,078 -1,683
15,906   17,449 -1,543
29,798   30,598 -800
21,284   23,668 -2,384
9,768   11,605 -1,837
518   585 -67
2,911   3,873 -962
8,429   5,584 2,845
3,232   3,542 -310
19,245   25,235 -5,990
21,695   22,702 -1,007
8,501   5,915 2,586
6,831   8,111 -1,280
953   1,024 -71
6,962   7,423 -461
      75,934
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        
b       94
c       737
d       9,370
e       2,403
      1,181
      214
      255
      1,028
      4,838
       
      1,710
      476
      3,105
      2,009
      2,825
      719
      5,195
      15,789
      -1,765
      -179
      185
      -725
      2,135
      3,707
      1,567
      335
      2,901
      112
      -2,178
      -33
      -304
      1,656
      406
      39
       
      1,797
      1,253
      2,952
      896
      1,227
      -592
      -819
      178
      3,438
      366
      3,033
      193
      1,093
      555
      1,829
      247
      830
      1,214
      631
      -151
      -12
      -1,907
      -559
      -129
      2,572
      -269
      -3,555
      1,393
      -45
      1,414
      5,530
      50
      3,185
       
      -1,210
      4,262
      1,429
      5,722
      1,491
      5,967
      -788
      -5,307
       
      419
      840
      -5,525
      1,875
      1,049
      -1,270
      5,712
      -1,119
      869
      865
      324
      3,872
      126
      52
      1,082
      508
      5,479
      1,513
      1,601
      236
      2,863
      2,664
      1,135
      1,414
      -603
      3,259
      -187
       
      -2,278
      -1,990
      3,751
      1,647
      -448
      -244
      -468
      496
      2,983
      1,817
      607
      2,790
      -534
      -2,933
      -580
      -3,233
      1,013
      765
      916
      -359
      -756
      2,043
       
      1,883
      5,304
      413
      1,229
      16
      2,733
      1,140
      1,027
      3,729
      273
      2,873
      -1,677
      -133
      2,035
      9,493
      4,346
      4,887
      11,514
      -1,955
      -2,320
      4,422
      8,149
      5,344
      5,267
      2,331
      286
      426
      5,955
      -3,467
      -929
      -910
       
       
      3,824
      3,164
      1,829
      2,192
      25,880
      480
      10,906
      524
      9,632
       
      -2,072
      1,532
      -261
      192
      2,030
      8,072
      2,994
      -389
      -504
      -2,477
      10,348
      4,705
      5,143
       
      885
      6,444
      66
      -1,471
      -2,073
      -4,795
      -3,285
      -2,185
      -1,630
      -1,700
      -274
      -17
      863
      1,545
      16,283
      -1,098
      -411
      -9,671
      -7
      -514
      -4,261
      37
      2,886
      1,558
      -69
      241
      84
      -4,495
      1,156
      117
      8
      57
      1,509
      52
      -5,744
      6,362
       
      -3,242
      -337
      -1,956
      -202
      10,100
      3,069
      -2,644
      -469
      -1,588
      -311
      120
      -2,521
      -147
      12,983
      -3,434
      -281
      -1,776
      4,305
      139
      260
      1,543
      883
      10,125
       
      -366
      -1,683
      -1,543
      -800
      -2,384
      -1,837
      -67
      -962
      2,845
      -310
      -5,990
      -1,007
      2,586
      -1,280
      -71
      -461
       
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 2 378,373
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 450,159 9,878,639 0.045569
2016 473,588 9,237,862 0.051266
2015 454,056 9,664,503 0.046982
2014 407,244 9,497,208 0.04288
2013 402,245 8,699,292 0.046239
2
Total of line 1, column (d) .....................
2
0.232936
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
0.046587
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
10,287,367
5
Multiply line 4 by line 3......................
5
479,258
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
5,601
7
Add lines 5 and 6........................
7
484,859
8
Enter qualifying distributions from Part XII, line 4,.............
8
511,293
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 5,601
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 5,601
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 5,601
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 13,666
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 13,666
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 8,065
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet2,802 RefundedBullet 11 5,263
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 Telephone no.bullet (216) 257-6118

    Located atbulletPO BOX 609PITTSBURGHPA ZIP+4bullet152309738
    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
    6
    25,604    
    PO BOX 609
    PITTSBURGH,PA152309738
    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
    10,444,027
    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
    10,444,027
    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
    10,444,027
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    156,660
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    10,287,367
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    514,368
    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
    514,368
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    5,601
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    5,601
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    508,767
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    508,767
    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
    508,767
    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
    511,293
    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
    511,293
    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
    5,601
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    505,692
    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 7 508,767
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 319,954
    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$ 511,293
    a Applied to 2017, but not more than line 2a 319,954
    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..... 191,339
    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 ..........
    317,428
    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 email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    THE ANGELINE ELIZABETH KIRBY
    71 N FRANKLIN STREET
    WILKESBARRE,PA18701
    NONE PC GENERAL SUPPORT 508,733
    Total .................................bullet 3a 508,733
    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....     14 206,051  
    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 ............
        18 378,373  
    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)..   584,424  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    584,424
    (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.)
    7 MAGELLAN MIDSTREAM PARTNERS LP
    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:
    KIRBY ANGELINE E HEALTH CENTER TRUST CO PNC
    EIN:
    24-6016398
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MUTUAL FUNDS - FIXED INCOME AT COST 599,384 584,461
    MUTUAL FUNDS - EQUITIES AT COST 2,589,756 2,829,933

    TY 2018 OtherDecreasesSchedule
    Name:
    KIRBY ANGELINE E HEALTH CENTER TRUST CO PNC
    EIN:
    24-6016398
    Description Amount
    COST BASIS ADJUSTEMENT FOR PARTNERSHIP 279


    TY 2018 OtherIncomeSchedule2
    Name:
    KIRBY ANGELINE E HEALTH CENTER TRUST CO PNC
    EIN:
    24-6016398
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    MAGELLAN MIDSTREAM PARTNERS LP   543  


    TY 2018 TaxesSchedule
    Name:
    KIRBY ANGELINE E HEALTH CENTER TRUST CO PNC
    EIN:
    24-6016398
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 1,778 1,778   0
    FEDERAL TAX PAYMENT - PRIOR YE 5,532 0   0
    FEDERAL ESTIMATES - PRINCIPAL 13,666 0   0