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
MARCIA HYDE CHARITABLE TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1501 NJ2-130-03-31
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PENNINGTON, NJ085341501
A Employer identification number

22-6979693
B Telephone number (see instructions)

(609) 274-6834
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$1,128,736
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... 36,194 35,967  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 35,908
b Gross sales price for all assets on line 6a 205,526
7 Capital gain net income (from Part IV, line 2)... 35,908
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)....... 172    
12 Total. Add lines 1 through 11........ 72,274 71,875  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 17,496 6,998   10,498
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)... 1,582 399   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)....... 51 51    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 19,129 7,448 0 10,498
25 Contributions, gifts, grants paid....... 49,140 49,140
26 Total expenses and disbursements. Add lines 24 and 25 68,269 7,448 0 59,638
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 4,005
b Net investment income (if negative, enter -0-) 64,427
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............. 1,268 1,321 1,321
2 Savings and temporary cash investments......... 16,109 16,538 16,538
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)....... 347,290 Click to see attachment355,239 322,483
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).......... 809,385 Click to see attachment804,879 788,394
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) 1,174,052 1,177,977 1,128,736
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 1,174,052 1,177,977
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)..... 1,174,052 1,177,977
31 Total liabilities and net assets/fund balances (see instructions). 1,174,052 1,177,977
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,174,052
2
Enter amount from Part I, line 27a .....................
2
4,005
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
1,178,057
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
80
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
1,177,977
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 97. VODAFONE GROUP PLC SHS   2016-10-20 2018-01-17
b 27. ABBVIE INC SHS   2016-10-20 2018-01-31
c 34. CONSUMER DISCRETIONARY SEL SECTOR SPDR   2016-10-20 2018-01-31
d 3. ENERGY SELECT SECTOR SPDR FUND   2016-10-20 2018-01-31
e 6. INDUSTRIAL SELECT SECTOR SPDR FUND   2016-10-20 2018-01-31
109. UTILITIES SELECT SECTOR SPDR FUND   2016-10-20 2018-01-31
15. VANGUARD INFORMATION   2016-10-20 2018-01-31
9. ABBVIE INC SHS   2016-10-20 2018-03-02
17. ASTRAZENECA PLC SPONS ADR   2016-10-20 2018-03-02
8. ABBVIE INC SHS   2016-10-20 2018-03-05
34. ASTRAZENECA PLC SPONS ADR   2016-10-20 2018-03-05
90. SPDR KBW INSURANCE   2016-10-20 2018-03-06
181. REAL ESTATE SELECT   2016-10-20 2018-03-06
4. UTILITIES SELECT SECTOR SPDR FUND   2016-10-20 2018-03-06
107. VANGUARD INFORMATION   2016-10-20 2018-03-06
8. ABBVIE INC SHS   2016-10-20 2018-03-22
23. WELLTOWER INC   2016-10-20 2018-03-22
89. MATERIALS SELECT SECTOR SPDR FUND   2016-10-20 2018-03-28
93. CONSUMER DISCRETIONARY SEL SECTOR SPDR   2016-10-20 2018-03-28
14. BCE INC   2016-10-20 2018-04-06
29. MERCK AND CO INC SHS   2016-10-20 2018-04-06
25. BCE INC   2016-10-20 2018-04-09
3. BCE INC   2016-10-20 2018-04-20
17. MERCK AND CO INC SHS   2016-10-20 2018-04-20
19. BCE INC   2016-10-20 2018-04-23
45. ASTRAZENECA PLC SPONS ADR   2016-10-20 2018-05-08
29. MERCK AND CO INC SHS   2016-10-20 2018-05-08
34. MERCK AND CO INC SHS   2016-10-20 2018-06-20
18. OCCIDENTAL PETROLEUM CORPORATION COMMON   2016-10-21 2018-06-20
11. TOTAL FINA ELF S.A. ADR   2016-10-24 2018-06-20
27. MERCK AND CO INC SHS   2016-10-20 2018-06-26
1. MERCK AND CO INC SHS   2017-11-01 2018-06-26
13. TOTAL FINA ELF S.A. ADR   2016-10-24 2018-06-26
2. TOTAL FINA ELF S.A. ADR   2017-02-22 2018-06-26
1. AT& T INC   2016-08-30 2018-07-10
14. AT& T INC   2016-08-30 2018-07-10
2. ABBVIE INC SHS   2016-10-20 2018-07-10
8. ALTRIA GROUP INC   2015-07-09 2018-07-10
2. AMERICAN ELECTRIC POWER CO INC   2016-10-20 2018-07-10
6. ASTRAZENECA PLC SPONS ADR   2016-10-20 2018-07-10
6. BCE INC   2016-10-20 2018-07-10
1. BCE INC   2016-10-20 2018-07-10
8. BP P L C SPONS ADR   2014-10-27 2018-07-10
1. BRITISH AMERICAN TOBACCO   2017-11-16 2018-07-10
2. CANADIAN IMPERIAL BANK OF COMM   2017-07-14 2018-07-10
4. CHEVRONTEXACO CORP   2016-10-20 2018-07-10
10. COCA-COLA CO USD   2016-10-20 2018-07-10
3. CROWN CASTLE REIT INC   2016-10-20 2018-07-10
6. DOMINION RES INC VA NEW   2016-10-20 2018-07-10
5. DUKE ENERGY CORP NEW   2016-10-20 2018-07-10
5. EXXON MOBIL CORP   2012-07-09 2018-07-10
32. FIRST TR EXCHANGE TRADED   2018-03-06 2018-07-10
5. GENERAL MILLS INC COM   2016-10-20 2018-07-10
10. GLAXO SMITHKLINE PLC   2016-10-20 2018-07-10
20. ISHARES NASDAQ BIOTECHNOLOGY ETF   2017-09-25 2018-07-10
66. JPMORGAN CORE BOND FD   2016-10-20 2018-07-10
1. KIMBERLY-CLARK CORP COM   2016-10-20 2018-07-10
5. NATIONAL GRID PLC SHS   2016-10-20 2018-07-10
3. OCCIDENTAL PETROLEUM CORPORATION COMMON   2016-10-21 2018-07-10
1. PPL CORP   2016-10-20 2018-07-10
6. PPL CORP   2016-10-20 2018-07-10
2. PEPSICO INC   2016-10-20 2018-07-10
2. PFIZER INC COM   2018-06-20 2018-07-10
3. PHILIP MORRIS INTL INC   2016-10-20 2018-07-10
4. PROCTER & GAMBLE CO COM   2016-10-20 2018-07-10
4. PUBLIC SERVICE ENTERPRISE GROUP INC   2017-04-07 2018-07-10
1. PUBLIC STORAGE INC COM   2017-05-17 2018-07-10
2. REALTY INCOME CORP   2016-10-20 2018-07-10
16. SPDR KBW INSURANCE   2016-10-20 2018-07-10
4. SANOFI-SYNTHELABO   2016-10-20 2018-07-10
18. MATERIALS SELECT SECTOR SPDR FUND   2016-10-20 2018-07-10
13. MATERIALS SELECT SECTOR SPDR FUND   2017-09-25 2018-07-10
41. HEALTH CARE SELECT SECTOR SPDR FUND   2016-10-20 2018-07-10
29. CONSUMER STAPLES SELECT SECTOR SPDR FUND   2016-10-20 2018-07-10
38. CONSUMER DISCRETIONARY SEL SECTOR SPDR   2016-10-20 2018-07-10
32. ENERGY SELECT SECTOR SPDR FUND   2016-10-20 2018-07-10
31. INDUSTRIAL SELECT SECTOR SPDR FUND   2016-10-20 2018-07-10
86. REAL ESTATE SELECT   2016-10-20 2018-07-10
17. UTILITIES SELECT SECTOR SPDR FUND   2016-10-20 2018-07-10
8. SOUTHERN COMPANY COMMON   2016-10-20 2018-07-10
1. TOTAL FINA ELF S.A. ADR   2017-02-22 2018-07-10
1. UNITED PARCEL SVC INC CL B   2017-07-14 2018-07-10
35. VANGUARD FINANCIALS ETF   2016-10-20 2018-07-10
44. VANGUARD INFORMATION   2016-10-20 2018-07-10
3. VENTAS INC   2016-10-20 2018-07-10
14. VERIZON COMMUNICATIONS INC   2016-10-20 2018-07-10
1. VODAFONE GROUP PLC SHS   2016-10-20 2018-07-10
8. VODAFONE GROUP PLC SHS   2016-10-20 2018-07-10
1. WELLTOWER INC   2016-10-20 2018-07-10
1. INVESCO LTD   2018-06-20 2018-07-10
13. OCCIDENTAL PETROLEUM CORPORATION COMMON   2016-10-21 2018-07-30
4. OCCIDENTAL PETROLEUM CORPORATION COMMON   2016-10-24 2018-07-30
1. OCCIDENTAL PETROLEUM CORPORATION COMMON   2016-11-03 2018-07-30
2. PUBLIC SERVICE ENTERPRISE GROUP INC   2017-04-07 2018-07-30
6. PUBLIC SERVICE ENTERPRISE GROUP INC   2017-04-09 2018-07-30
24. PUBLIC SERVICE ENTERPRISE GROUP INC   2017-04-10 2018-07-30
25. TOTAL FINA ELF S.A. ADR   2017-02-22 2018-07-30
3. TOTAL FINA ELF S.A. ADR   2017-02-23 2018-07-30
67. SANOFI-SYNTHELABO   2016-10-20 2018-08-10
39. ASTRAZENECA PLC SPONS ADR   2016-10-20 2018-08-15
62. SANOFI-SYNTHELABO   2016-10-20 2018-08-15
10. SANOFI-SYNTHELABO   2016-11-03 2018-08-15
1. SANOFI-SYNTHELABO   2017-11-01 2018-08-15
27. VERIZON COMMUNICATIONS INC   2016-10-20 2018-08-15
11. ASTRAZENECA PLC SPONS ADR   2016-10-20 2018-08-17
4. ASTRAZENECA PLC SPONS ADR   2016-11-03 2018-08-17
43. ASTRAZENECA PLC SPONS ADR   2017-02-14 2018-08-17
55. SPDR KBW INSURANCE   2016-10-20 2018-08-29
64. VANGUARD INFORMATION   2016-10-20 2018-08-29
26. VERIZON COMMUNICATIONS INC   2016-10-20 2018-09-19
17. TOTAL FINA ELF S.A. ADR   2017-02-23 2018-09-24
13. TOTAL FINA ELF S.A. ADR   2017-02-23 2018-09-25
59. CONSUMER DISCRETIONARY SEL SECTOR SPDR   2016-10-20 2018-10-18
2. ABBVIE INC SHS   2016-10-20 2018-10-24
7. ALTRIA GROUP INC   2015-07-09 2018-10-24
2. AMERICAN ELECTRIC POWER CO INC   2016-10-20 2018-10-24
1. ASTRAZENECA PLC SPONS ADR   2017-02-14 2018-10-24
6. BCE INC   2016-10-20 2018-10-24
6. BP P L C SPONS ADR   2014-10-27 2018-10-24
1. BRITISH AMERICAN TOBACCO   2017-11-16 2018-10-24
1. BRITISH AMERICAN TOBACCO   2017-11-16 2018-10-24
3. CANADIAN IMPERIAL BANK OF COMM   2017-07-14 2018-10-24
3. CHEVRONTEXACO CORP   2016-10-20 2018-10-24
10. COCA-COLA CO USD   2016-10-20 2018-10-24
3. CROWN CASTLE REIT INC   2016-10-20 2018-10-24
4. DOMINION RES INC VA NEW   2016-10-20 2018-10-24
4. DUKE ENERGY CORP NEW   2016-10-20 2018-10-24
3. EXXON MOBIL CORP   2012-07-09 2018-10-24
4. GENERAL MILLS INC COM   2016-10-20 2018-10-24
6. GLAXO SMITHKLINE PLC   2016-10-20 2018-10-24
85. JPMORGAN CORE BOND FD   2016-10-20 2018-10-24
2. KIMBERLY-CLARK CORP COM   2016-10-20 2018-10-24
2. KRAFT (THE) HEINZ CO SHS   2018-05-08 2018-10-24
3. NATIONAL GRID PLC SHS   2016-10-20 2018-10-24
3. OCCIDENTAL PETROLEUM CORPORATION COMMON   2017-02-22 2018-10-24
7. PPL CORP   2016-10-20 2018-10-24
2. PEPSICO INC   2016-10-20 2018-10-24
3. PFIZER INC COM   2018-06-20 2018-10-24
1. PHILIP MORRIS INTL INC   2016-10-20 2018-10-24
3. PHILIP MORRIS INTL INC   2016-10-20 2018-10-24
3. PROCTER & GAMBLE CO COM   2016-10-20 2018-10-24
2. PUBLIC SERVICE ENTERPRISE GROUP INC   2017-04-10 2018-10-24
1. PUBLIC STORAGE INC COM   2017-05-17 2018-10-24
2. REALTY INCOME CORP   2016-10-20 2018-10-24
20. HEALTH CARE SELECT SECTOR SPDR FUND   2016-10-20 2018-10-24
39. CONSUMER STAPLES SELECT SECTOR SPDR FUND   2016-10-20 2018-10-24
7. UTILITIES SELECT SECTOR SPDR FUND   2016-10-20 2018-10-24
5. SOUTHERN COMPANY COMMON   2016-10-20 2018-10-24
1. TOTAL FINA ELF S.A. ADR   2017-02-23 2018-10-24
3. VENTAS INC   2016-10-20 2018-10-24
5. VERIZON COMMUNICATIONS INC   2016-10-20 2018-10-24
8. VODAFONE GROUP PLC SHS   2016-10-20 2018-10-24
3. WELLTOWER INC   2016-10-20 2018-10-24
1. INVESCO LTD   2018-06-20 2018-10-24
2. INVESCO LTD   2018-06-20 2018-10-24
1. PUBLIC SERVICE ENTERPRISE GROUP INC   2017-04-10 2018-11-08
8. PUBLIC SERVICE ENTERPRISE GROUP INC   2017-04-12 2018-11-08
33. PUBLIC SERVICE ENTERPRISE GROUP INC   2017-04-13 2018-11-08
7. PUBLIC SERVICE ENTERPRISE GROUP INC   2017-07-19 2018-11-08
43. PFIZER INC COM   2018-06-20 2018-11-13
11. PFIZER INC COM   2018-06-26 2018-11-13
16. PUBLIC SERVICE ENTERPRISE GROUP INC   2017-07-19 2018-11-13
8. PUBLIC SERVICE ENTERPRISE GROUP INC   2018-03-02 2018-11-13
13. PUBLIC SERVICE ENTERPRISE GROUP INC   2018-03-05 2018-11-13
37. PFIZER INC COM   2018-06-26 2018-11-15
48. PFIZER INC COM   2018-07-30 2018-11-15
1. PFIZER INC COM   2018-10-01 2018-11-15
19. ASTRAZENECA PLC SPONS ADR   2017-02-14 2018-11-30
14. ASTRAZENECA PLC SPONS ADR   2017-03-24 2018-11-30
1. PUBLIC STORAGE INC COM   2017-05-17 2018-11-30
4. PUBLIC STORAGE INC COM   2017-05-17 2018-11-30
2. PUBLIC STORAGE INC COM   2017-05-28 2018-11-30
4. PUBLIC STORAGE INC COM   2017-06-07 2018-11-30
6. PUBLIC STORAGE INC COM   2017-06-13 2018-11-30
32. VERIZON COMMUNICATIONS INC   2016-10-20 2018-11-30
11. ASTRAZENECA PLC SPONS ADR   2017-03-24 2018-12-03
50. COCA-COLA CO USD   2016-10-20 2018-12-06
3. PUBLIC STORAGE INC COM   2017-06-13 2018-12-06
7. PUBLIC STORAGE INC COM   2017-07-28 2018-12-06
4. PUBLIC STORAGE INC COM   2017-10-13 2018-12-06
1. PUBLIC STORAGE INC COM   2017-10-13 2018-12-12
10. PUBLIC STORAGE INC COM   2018-01-31 2018-12-12
1. PUBLIC STORAGE INC COM   2018-10-01 2018-12-12
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 3,086   2,701 385
b 3,041   1,670 1,371
c 3,671   2,686 985
d 224   211 13
e 478   343 135
5,513   5,295 218
2,651   1,791 860
1,036   557 479
564   529 35
910   495 415
1,142   1,058 84
2,796   2,258 538
5,495   5,744 -249
198   194 4
19,174   12,778 6,396
776   495 281
1,232   1,628 -396
5,020   4,184 836
9,278   7,347 1,931
598   640 -42
1,542   1,804 -262
1,071   1,144 -73
126   137 -11
999   1,057 -58
794   869 -75
1,608   1,400 208
1,652   1,804 -152
2,073   2,115 -42
1,499   1,339 160
653   533 120
1,641   1,679 -38
61   56 5
781   630 151
120   103 17
32   41 -9
455   572 -117
197   124 73
470   412 58
140   127 13
214   187 27
251   274 -23
42   46 -4
377   333 44
52   66 -14
177   171 6
510   407 103
450   421 29
331   272 59
414   440 -26
398   394 4
418   418  
4,564   4,080 484
223   306 -83
414   416 -2
2,333   2,210 123
744   787 -43
105   120 -15
286   359 -73
257   223 34
28   34 -6
170   201 -31
226   212 14
75   73 2
248   289 -41
319   341 -22
208   179 29
231   213 18
111   123 -12
491   401 90
169   153 16
1,070   846 224
772   733 39
3,564   2,885 679
1,526   1,511 15
4,250   3,002 1,248
2,474   2,253 221
2,284   1,774 510
2,847   2,729 118
885   826 59
378   409 -31
64   51 13
108   112 -4
2,417   1,760 657
8,266   5,254 3,012
176   207 -31
719   691 28
25   28 -3
202   223 -21
63   71 -8
27   27  
1,091   967 124
336   299 37
84   67 17
102   89 13
307   273 34
1,226   1,066 160
1,620   1,282 338
194   154 40
2,806   2,563 243
1,497   1,213 284
2,518   2,372 146
406   403 3
41   47 -6
1,421   1,332 89
421   342 79
153   113 40
1,645   1,266 379
1,772   1,380 392
12,908   7,643 5,265
1,390   1,282 108
1,094   874 220
852   669 183
6,348   4,661 1,687
162   124 38
437   360 77
150   127 23
39   29 10
245   274 -29
252   250 2
46   66 -20
46   66 -20
264   256 8
338   305 33
472   421 51
325   271 54
296   293 3
337   316 21
238   251 -13
180   245 -65
242   249 -7
947   1,013 -66
215   239 -24
114   117 -3
164   215 -51
212   199 13
218   235 -17
227   212 15
132   109 23
89   96 -7
266   289 -23
269   256 13
112   89 23
201   213 -12
119   123 -4
1,797   1,407 390
2,159   2,031 128
385   340 45
228   256 -28
58   51 7
170   207 -37
285   247 38
154   223 -69
197   212 -15
21   27 -6
43   54 -11
53   44 9
423   365 58
1,745   1,506 239
370   306 64
1,880   1,567 313
481   402 79
855   700 155
427   382 45
694   617 77
1,590   1,351 239
2,062   1,850 212
43   44 -1
757   560 197
558   437 121
213   212 1
851   851  
426   413 13
851   837 14
1,277   1,244 33
1,912   1,578 334
438   344 94
2,442   2,104 338
633   622 11
1,478   1,407 71
845   875 -30
207   219 -12
2,065   1,953 112
207   200 7
      587
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       385
b       1,371
c       985
d       13
e       135
      218
      860
      479
      35
      415
      84
      538
      -249
      4
      6,396
      281
      -396
      836
      1,931
      -42
      -262
      -73
      -11
      -58
      -75
      208
      -152
      -42
      160
      120
      -38
      5
      151
      17
      -9
      -117
      73
      58
      13
      27
      -23
      -4
      44
      -14
      6
      103
      29
      59
      -26
      4
       
      484
      -83
      -2
      123
      -43
      -15
      -73
      34
      -6
      -31
      14
      2
      -41
      -22
      29
      18
      -12
      90
      16
      224
      39
      679
      15
      1,248
      221
      510
      118
      59
      -31
      13
      -4
      657
      3,012
      -31
      28
      -3
      -21
      -8
       
      124
      37
      17
      13
      34
      160
      338
      40
      243
      284
      146
      3
      -6
      89
      79
      40
      379
      392
      5,265
      108
      220
      183
      1,687
      38
      77
      23
      10
      -29
      2
      -20
      -20
      8
      33
      51
      54
      3
      21
      -13
      -65
      -7
      -66
      -24
      -3
      -51
      13
      -17
      15
      23
      -7
      -23
      13
      23
      -12
      -4
      390
      128
      45
      -28
      7
      -37
      38
      -69
      -15
      -6
      -11
      9
      58
      239
      64
      313
      79
      155
      45
      77
      239
      212
      -1
      197
      121
      1
       
      13
      14
      33
      334
      94
      338
      11
      71
      -30
      -12
      112
      7
       
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 35,908
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 55,030 1,195,830 0.046018
2016 53,289 1,184,779 0.044978
2015 46,530 986,343 0.047174
2014 45,972 957,508 0.048012
2013 46,039 932,628 0.049365
2
Total of line 1, column (d) .....................
2
0.235547
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
0.047109
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
1,184,675
5
Multiply line 4 by line 3......................
5
55,809
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
644
7
Add lines 5 and 6........................
7
56,453
8
Enter qualifying distributions from Part XII, line 4,.............
8
59,638
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 1 644
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........................... 3 644
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- ..... 5 644
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 1,183
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 1,183
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 10 539
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet0 RefundedBullet 11 539
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 ofbulletUST-ML A DIVISION OF BANK OF AMERICA NA Telephone no.bullet (609) 274-6834

    Located atbullet1300 MERRILL LYNCH DRIVEPENNINGTONNJ ZIP+4bullet085341501
    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
    UST-MLT TRUSTEE
    1
    17,496    
    PO Box 1501 NJ2-130-03-31
    Pennington,NJ085341501
    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
    1,184,426
    b
    Average of monthly cash balances.......................
    1b
    18,290
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,202,716
    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
    1,202,716
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    18,041
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,184,675
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    59,234
    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
    59,234
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    644
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    644
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    58,590
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    58,590
    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
    58,590
    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
    59,638
    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
    59,638
    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
    644
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    58,994
    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 58,590
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 49,140
    b Total for prior years:2016, 2015, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 0
    b From 2014...... 0
    c From 2015...... 0
    d From 2016...... 0
    e From 2017...... 0
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 59,638
    a Applied to 2017, but not more than line 2a 49,140
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2018 distributable amount..... 10,498
    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 ..........
    48,092
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2014.... 0
    b Excess from 2015.... 0
    c Excess from 2016.... 0
    d Excess from 2017.... 0
    e Excess from 2018.... 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    NONE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    MEMORIAL PARK PRESBYTERIAN
    8800 PEEBLES RD
    ALLISON PARK,PA151012716
    NONE PC GENERAL OPERATING 49,140
    Total .................................bullet 3a 49,140
    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 36,194  
    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 35,908  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aFED TAX REFUND
        1 172  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   72,274  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    72,274
    (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 InvestmentsCorpStockSchedule
    Name:
    MARCIA HYDE CHARITABLE TRUST
    EIN:
    22-6979693
    Name of Stock End of Year Book Value End of Year Fair Market Value
    911312106 UNITED PARCEL SVC IN 9,239 7,997
    500754106 KRAFT (THE) HEINZ CO 3,621 2,668
    30231G102 EXXON MOBIL CORP 14,929 12,001
    674599105 OCCIDENTAL PETROLEUM 8,700 8,164
    756109104 REALTY INCOME CORP 3,438 3,530
    842587107 SOUTHERN COMPANY COM 9,353 8,520
    00287Y109 ABBVIE INC SHS 12,148 13,644
    046353108 ASTRAZENECA PLC SPON 3,163 3,912
    055622104 BP P L C SPONS ADR 11,203 11,945
    136069101 CANADIAN IMPERIAL BA 9,697 8,125
    166764100 CHEVRONTEXACO CORP 12,750 12,946
    25746U109 DOMINION RES INC VA 12,645 12,148
    446150104 HUNTINGTON BANCSHARE 3,442 2,920
    00206R102 AT& T INC 19,937 15,012
    05534B760 BCE INC 12,340 10,673
    110448107 BRITISH AMERICAN TOB 9,706 5,767
    22822V101 CROWN CASTLE REIT IN 13,250 14,882
    89151E109 TOTAL FINA ELF S.A. 5,482 5,375
    718172109 PHILIP MORRIS INTL I 17,601 12,684
    025537101 AMERICAN ELECTRIC PO 4,031 4,709
    494368103 KIMBERLY-CLARK CORP 7,875 7,634
    742718109 PROCTER & GAMBLE CO 7,323 7,905
    370334104 GENERAL MILLS INC CO 7,320 4,945
    92343V104 VERIZON COMMUNICATIO 14,005 16,248
    92857W308 VODAFONE GROUP PLC S 14,906 10,623
    95040Q104 WELLTOWER INC 6,892 7,149
    02209S103 ALTRIA GROUP INC 16,638 13,829
    26441C204 DUKE ENERGY CORP NEW 12,031 13,118
    37733W105 GLAXO SMITHKLINE PLC 13,260 12,189
    713448108 PEPSICO INC 7,912 7,844
    92276F100 VENTAS INC 9,027 8,261
    G491BT108 INVESCO LTD 3,482 2,159
    191216100 COCA-COLA CO USD 11,872 13,163
    636274409 NATIONAL GRID PLC SH 13,355 9,020
    693475105 PNC FINANCIAL SERVIC 3,527 3,040
    69351T106 PPL CORP 9,139 7,734

    TY 2018 InvestmentsOtherSchedule2
    Name:
    MARCIA HYDE CHARITABLE TRUST
    EIN:
    22-6979693
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    81369Y100 MATERIALS SELECT SEC AT COST 23,505 20,208
    92204A405 VANGUARD FINANCIALS AT COST 46,755 47,488
    92204A702 VANGUARD INFORMATION AT COST 34,832 43,543
    78464A789 SPDR KBW INSURANCE AT COST 5,166 5,475
    464287556 ISHARES NASDAQ BIOTE AT COST 17,228 15,043
    81369Y407 CONSUMER DISCRETIONA AT COST 25,563 27,327
    81369Y886 UTILITIES SELECT SEC AT COST 6,218 6,774
    33733E302 FIRST TR EXCHANGE TR AT COST 20,741 19,132
    4812C0381 JPMORGAN CORE BOND F AT COST 495,084 468,866
    81369Y209 HEALTH CARE SELECT S AT COST 25,866 30,192
    81369Y704 INDUSTRIAL SELECT SE AT COST 39,176 43,799
    81369Y308 CONSUMER STAPLES SEL AT COST 31,360 30,417
    81369Y506 ENERGY SELECT SECTOR AT COST 10,640 8,717
    81369Y852 COMM SERVICES SELECT AT COST 7,005 6,192
    81369Y860 REAL ESTATE SELECT AT COST 15,740 15,221

    TY 2018 OtherDecreasesSchedule
    Name:
    MARCIA HYDE CHARITABLE TRUST
    EIN:
    22-6979693
    Description Amount
    MUTUAL FUND TIMING DIFFERENCE 26
    COST BASIS ADJUSTMENT 54


    TY 2018 OtherExpensesSchedule
    Name:
    MARCIA HYDE CHARITABLE TRUST
    EIN:
    22-6979693
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER INVESTMENT EXPENSES 51 51   0


    TY 2018 OtherIncomeSchedule2
    Name:
    MARCIA HYDE CHARITABLE TRUST
    EIN:
    22-6979693
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    FEDERAL TAX REFUND 172 0  


    TY 2018 TaxesSchedule
    Name:
    MARCIA HYDE CHARITABLE TRUST
    EIN:
    22-6979693
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 399 399   0
    FEDERAL ESTIMATES - PRINCIPAL 1,183 0   0