TY 2018 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
bullet

Go 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
CLARA SHEA DECD-CHARITABLE TR

Number and street (or P.O. box number if mail is not delivered to street address)116 ALLEGHENY CENTER MALL P8YB3502L
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH, PA15212

A Employer identification number

25-6021190

B Telephone number (see instructions)

(412) 762-3792

C If exemption application is pending, check here bullet

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. bullet

2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... bullet

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... bullet

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) bullet

$3,268,277J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	78,535		78,535
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		188,041
b	Gross sales price for all assets on line 6a 1,283,172
7	Capital gain net income (from Part IV, line 2)...			188,041
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).......		1,557
12	Total. Add lines 1 through 11........	268,133		266,576
13	Compensation of officers, directors, trustees, etc.	36,740		18,370		18,370
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)...		1,151	296		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..........	37,891		18,666	0	18,370
25	Contributions, gifts, grants paid.......	137,110				137,110
26	Total expenses and disbursements. Add lines 24 and 25	175,001		18,666	0	155,480
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	93,132
b	Net investment income (if negative, enter -0-)			247,910
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	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............
	2	Savings and temporary cash investments.........	124,289	62,634	62,634
	3	Accounts receivable
		Less: allowance for doubtful accounts		0	0
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts 0
	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).......	1,748,613	610,312	751,608
	c	Investments—corporate bonds (attach schedule).......	1,083,219
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	156,571	2,532,884	2,454,035
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	3,112,692	3,205,830	3,268,277
	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 )
	23	Total liabilities (add lines 17 through 22).........		0
		Foundations that follow SFAS 117, check here
		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
		and complete lines 27 through 31.
	27	Capital stock, trust principal, or current funds........	3,112,692	3,205,830
	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).....	3,112,692	3,205,830
	31	Total liabilities and net assets/fund balances (see instructions).	3,112,692	3,205,830

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

3,112,692

Enter amount from Part I, line 27a .....................

93,132

Other increases not included in line 2 (itemize) bullet

Add lines 1, 2, and 3 ..........................

3,205,830

Decreases not included in line 2 (itemize) bullet

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .

3,205,830

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	19. AGILENT TECHNOLOGIES (IPO)		2017-04-21	2018-01-04
b	36. AGILENT TECHNOLOGIES (IPO)		2017-08-18	2018-01-04
c	13. THERMO ELECTRON CORP COM		2015-08-21	2018-01-04
d	110. WYNDHAM WORLDWIDE CORP		2013-03-25	2018-01-04
e	6. ABBVIE INC		2017-12-08	2018-01-16
	13.062 CAMBIAR INTL EQUITY FUND-INS		2016-12-20	2018-01-16
	3. AETNA INC NEW		2013-05-31	2018-01-16
	9. AGILENT TECHNOLOGIES (IPO)		2017-04-21	2018-01-16
	2. ALPHABET INC/CA-CL A		2013-10-23	2018-01-16
	11. ALTRIA GROUP INC		2013-05-17	2018-01-16
	8. AMERICAN WATER WORKS CO INC		2016-02-18	2018-01-16
	7. AMGEN INC		2014-01-09	2018-01-16
	10. ANALOG DEVICES INC		2017-09-01	2018-01-16
	18. APPLE INC		2017-04-28	2018-01-16
	15. APPLIED MATERIALS INC		2016-07-14	2018-01-16
	36.527 ARTISAN INTERNATIONAL FD-ADV		2012-10-26	2018-01-16
	71.19 BAIRD MIDCAP INST		2016-10-19	2018-01-16
	12. BANK NEW YORK MELLON CORP COM		2016-05-05	2018-01-16
	10. BAXTER INTERNATIONAL INC		2018-01-04	2018-01-16
	17. BERRY GLOBAL GROUP INC		2016-08-26	2018-01-16
	4. BIOGEN INC		2016-08-04	2018-01-16
	3. BOEING CO		2017-10-20	2018-01-16
	16. BORG WARNER INC.		2017-09-29	2018-01-16
	8. BURLINGTON STORES INC		2017-03-13	2018-01-16
	10. CBS CORP CLASS B WI		2016-08-12	2018-01-16
	15. CISCO SYS INC COM		2012-01-11	2018-01-16
	11. CITIGROUP INC		2017-07-28	2018-01-16
	26. CITIZENS FINANCIAL GROUP		2016-11-11	2018-01-16
	32. COMCAST CORPORATION CL A		2011-10-20	2018-01-16
	13. CONOCOPHILLIPS		2017-11-03	2018-01-16
	6. CONSTELLATION BRANDS INC CL A		2014-05-28	2018-01-16
	4. CUMMINS INC		2017-02-17	2018-01-16
	66. XTRACKERS MSCI JAPAN HEDGED ETF		2016-10-19	2018-01-16
	14. DOWDUPONT INC		2015-04-29	2018-01-16
	11. FACEBOOK INC		2016-03-03	2018-01-16
	5. GENERAL DYNAMICS CORP		2015-05-29	2018-01-16
	16. HALLIBURTON CO		2017-01-27	2018-01-16
	18.911 HARDING LOEVNER INTERNATIONAL EQUITY PORTFOLIO		2016-10-19	2018-01-16
	7. HOME DEPOT INC COM		2012-01-11	2018-01-16
	5. HONEYWELL INTL INC		2015-02-05	2018-01-16
	6. ILLINOIS TOOL WORKS INC COM		2016-02-18	2018-01-16
	16. INTEL CORP		2016-08-23	2018-01-16
	74. ISHARES MSCI EMERGING MKTS INDEX FUND		2017-11-30	2018-01-16
	10. ISHARES TR S&P SMLCP VALU		2016-10-19	2018-01-16
	9. ISHARES TR S&P SMLCP GROW		2016-10-19	2018-01-16
	16. ISHARES MSCI EAFE SMALL-CAP ETF		2017-11-30	2018-01-16
	128. ISHARES EDGE MSCI USA QUALITY FACTOR ETF		2016-10-19	2018-01-16
	119. ISHARES EDGE MSCI USA VALUE FACTOR ETF		2016-10-19	2018-01-16
	23. J P MORGAN CHASE & CO COM		2009-07-28	2018-01-16
	4. JOHNSON & JOHNSON COM		2009-07-28	2018-01-16
	3. LAM RESEARCH CORP		2015-12-22	2018-01-16
	8. LAUDER ESTEE COS INC CL A		2017-09-29	2018-01-16
	7. MARRIOTT INTERNATIONAL INC CL A		2018-01-04	2018-01-16
	6. MCDONALDS CORP COM		2017-07-28	2018-01-16
	10. MICROSOFT CORP		2006-07-24	2018-01-16
	4. MOHAWK INDS INC		2017-08-18	2018-01-16
	19. MORGAN STANLEY		2016-10-21	2018-01-16
	3. NORTHROP GRUMMAN CORPORATION		2015-03-30	2018-01-16
	5. PARKER HANNIFIN CORP		2017-04-07	2018-01-16
	8. PEPSICO INC COM		2016-10-20	2018-01-16
	23. PFIZER INC COM		2017-11-10	2018-01-16
	10. PRICE T ROWE GROUP INC COM		2017-08-25	2018-01-16
	19. PROLOGIS INC		2017-06-02	2018-01-16
	4. RAYTHEON COMPANY		2016-02-01	2018-01-16
	9. ROYAL DUTCH SHELL PLC ADR A		2017-10-20	2018-01-16
	7. S&P GLOBAL INC		2016-05-26	2018-01-16
	5. SECTOR SPDR TR SBI INT-TECH		2017-11-30	2018-01-16
	11. SECTOR SPDR TR SBI INT-TECH		2017-04-28	2018-01-16
	2. SHERWIN-WILLIAMS CO		2017-06-19	2018-01-16
	4. STANLEY BLACK & DECKER INC		2017-11-03	2018-01-16
	11. STATE STR CORP COM		2016-09-12	2018-01-16
	4. STRYKER CORP		2017-03-13	2018-01-16
	19. SUNTRUST BANKS INC COM		2016-06-29	2018-01-16
	11. T-MOBILE US INC		2017-04-28	2018-01-16
	13. TEXAS INSTRS INC COM		2015-11-16	2018-01-16
	3. THERMO ELECTRON CORP COM		2015-08-21	2018-01-16
	17. TOTAL FINA S A		2016-05-13	2018-01-16
	12. TRANSCANADA CORP (HOLDING CO)		2017-06-02	2018-01-16
	5. UNITED RENTALS INC COM		2017-05-25	2018-01-16
	5. UNITEDHEALTH GROUP INC COM		2017-01-27	2018-01-16
	8. VISA INC CLASS A SHARES		2013-02-11	2018-01-16
	14. WEC ENERGY GROUP INC		2009-07-28	2018-01-16
	265. WISDOMTREE U.S. QUALITY DIVI ETF		2016-10-19	2018-01-16
	12. TE CONNECTIVITY LTD SEDOL B62B7C3 ISIN CH0102993182		2017-06-19	2018-01-16
	8. ROYAL CARRIBEAN CRUISES LTD SEDOL 2754907 ISIN LR0008862868		2017-04-07	2018-01-16
	159. TRANSCANADA CORP (HOLDING CO)		2017-06-02	2018-01-19
	126. CBS CORP CLASS B WI		2016-08-12	2018-02-02
	14. HOME DEPOT INC COM		2012-01-11	2018-02-02
	4. MOHAWK INDS INC		2017-08-18	2018-02-02
	5. MOHAWK INDS INC		2017-03-13	2018-02-02
	107. PEPSICO INC COM		2016-06-03	2018-02-23
	177. PROLOGIS INC		2016-10-21	2018-02-23
	49. PROLOGIS INC		2017-06-02	2018-02-23
	21. SHERWIN-WILLIAMS CO		2017-06-19	2018-03-02
	51. STANLEY BLACK & DECKER INC		2017-11-03	2018-03-09
	39. MOHAWK INDS INC		2016-08-12	2018-04-05
	422.558 BLACKROCK STRATEGIC INCOME OPPORTUNITIES PORTFOLIO		2018-01-16	2018-04-06
	501.785 BLACKROCK STRATEGIC INCOME OPPORTUNITIES PORTFOLIO		2017-06-20	2018-04-06
	7896.565 BLACKROCK STRATEGIC INCOME OPPORTUNITIES PORTFOLIO		2013-07-25	2018-04-06
	58.263 TEMPLETON GLOBAL BOND FUND AD FUND		2017-06-20	2018-04-06
	5414.369 TEMPLETON GLOBAL BOND FUND AD FUND		2016-10-19	2018-04-06
	433.742 TEMPLETON GLOBAL BOND FUND AD FUND		2018-01-16	2018-04-06
	1. JPMORGAN CHASE 46625H100		2001-01-01	2018-04-24
	47. AETNA INC NEW		2013-05-31	2018-04-26
	75. ILLINOIS TOOL WORKS INC COM		2016-02-18	2018-04-26
	229. ISHARES MSCI EAFE SMALL-CAP ETF		2017-11-30	2018-04-30
	132. ALTRIA GROUP INC		2013-05-17	2018-05-04
	89. COMCAST CORPORATION CL A		2011-10-20	2018-05-04
	18. ROYAL CARRIBEAN CRUISES LTD SEDOL 2754907 ISIN LR0008862868		2017-04-07	2018-05-04
	206. BERRY GLOBAL GROUP INC		2016-08-26	2018-05-15
	63. HONEYWELL INTL INC		2015-02-05	2018-05-15
	138. ANALOG DEVICES INC		2017-06-14	2018-05-23
	50. ISHARES MSCI EMERGING MKTS INDEX FUND		2016-10-19	2018-05-31
	260. ISHARES MSCI EMERGING MKTS INDEX FUND		2017-11-30	2018-05-31
	13. SECTOR SPDR TR SBI INT-TECH		2017-04-28	2018-05-31
	190. HALLIBURTON CO		2017-01-27	2018-06-13
	99. SMUCKER J M CO COM NEW		2018-02-23	2018-06-13
	125. AGILENT TECHNOLOGIES (IPO)		2017-04-21	2018-06-15
	537. AMEX FINANCIAL SELECT SPDR		2018-04-30	2018-06-29
	39. CONSTELLATION BRANDS INC CL A		2014-05-28	2018-07-02
	47. CUMMINS INC		2017-02-17	2018-07-02
	46. CONSTELLATION BRANDS INC CL A		2014-05-28	2018-07-13
	50. GENERAL DYNAMICS CORP		2015-05-29	2018-07-13
	44. THERMO ELECTRON CORP COM		2015-08-21	2018-07-13
	60. PARKER HANNIFIN CORP		2017-04-07	2018-07-27
	139. STATE STR CORP COM		2016-09-12	2018-07-27
	51. TYSON FDS INC COM		2018-01-16	2018-07-27
	98. TYSON FDS INC COM		2016-03-14	2018-07-27
	200. SECTOR SPDR TR SBI INT-ENERGY		2018-05-31	2018-07-31
	1. AMERICAN INTERNATIONAL GROUP INC		2001-01-01	2018-08-02
	63. JOHNSON & JOHNSON COM		2009-07-28	2018-08-16
	110. LAUDER ESTEE COS INC CL A		2017-09-01	2018-08-16
	50. FACEBOOK INC		2016-03-03	2018-08-17
	133. ROYAL DUTCH SHELL PLC ADR A		2017-10-20	2018-08-23
	217. SECTOR SPDR TR SBI INT-TECH		2017-04-28	2018-08-31
	48. LAM RESEARCH CORP		2015-12-22	2018-09-14
	82. MARRIOTT INTERNATIONAL INC CL A		2018-01-04	2018-09-14
	55. STRYKER CORP		2017-03-13	2018-09-14
	768. XTRACKERS MSCI JAPAN HEDGED ETF		2016-10-19	2018-09-25
	4782. XTRACKERS MSCI EUROPE HEDGED ETF		2016-10-19	2018-09-25
	75. XTRACKERS MSCI EUROPE HEDGED ETF		2018-01-16	2018-09-25
	1520.303 ARTISAN INTERNATIONAL FD-ADV		2012-10-26	2018-09-26
	1495.906 HARDING LOEVNER INTERNATIONAL EQUITY PORTFOLIO		2016-10-19	2018-09-26
	120.583 MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND CLASS I		2018-01-16	2018-09-26
	6835.227 MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND CLASS I		2013-09-06	2018-09-26
	44.76 TEMPLETON INSTL FDS INC FOREIGN EQUITY SER		2018-01-16	2018-09-26
	2275.313 TEMPLETON INSTL FDS INC FOREIGN EQUITY SER		2016-10-19	2018-09-26
	179. ISHARES TR S&P SMLCAP 600		2018-06-29	2018-09-28
	140. SECTOR SPDR TR SBI CYCL TRANS		2018-07-31	2018-09-28
	217. SECTOR SPDR TR SBI INT-ENERGY		2018-08-31	2018-09-28
	2. APPLE INC		2017-04-28	2018-10-11
	246. BORG WARNER INC.		2017-08-18	2018-10-11
	4. MICROSOFT CORP		2018-09-14	2018-10-11
	242. US FOODS HOLDING CORP		2018-06-13	2018-10-11
	175. APPLIED MATERIALS INC		2016-07-14	2018-10-25
	173. DOWDUPONT INC		2015-04-29	2018-10-25
	367. FIRST DATA CORP- CLASS A		2018-08-17	2018-11-02
	156. TEXAS INSTRS INC COM		2015-11-16	2018-11-02
	79. ROYAL CARRIBEAN CRUISES LTD SEDOL 2754907 ISIN LR0008862868		2017-04-07	2018-11-08
	39. FEDEX CORPORATION		2018-05-15	2018-11-16
	1. NU SKIN ENTERPRISES 67018T105		2001-01-01	2018-11-23
	219. SUNCOR ENERGY INC ISIN CA8672241079 SEDOL B3NB1P2		2018-08-23	2018-12-13
	89. UNITED TECHNOLOGIES CORP COM		2018-07-13	2018-12-13
	CAPITAL GAIN DIVIDENDS	P

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	1,321	1,013	308
b	2,504	2,186	318
c	2,589	1,692	897
d	12,765	6,913	5,852
e	614	579	35
	393	317	76
	554	185	369
	644	480	164
	2,259	1,023	1,236
	756	410	346
	661	529	132
	1,291	821	470
	930	847	83
	3,187	2,587	600
	818	394	424
	1,284	864	420
	1,412	1,100	312
	696	474	222
	679	683	-4
	1,014	779	235
	1,356	1,165	191
	1,011	783	228
	913	820	93
	979	753	226
	597	523	74
	609	287	322
	850	743	107
	1,180	774	406
	1,341	377	964
	771	686	85
	1,317	498	819
	736	604	132
	3,038	2,206	832
	1,054	726	328
	1,972	1,203	769
	1,045	699	346
	838	929	-91
	451	355	96
	1,384	305	1,079
	793	505	288
	1,026	572	454
	692	570	122
	3,665	3,430	235
	1,587	1,228	359
	1,584	1,208	376
	1,077	1,021	56
	11,044	8,536	2,508
	10,431	7,725	2,706
	2,575	876	1,699
	590	243	347
	577	237	340
	1,035	865	170
	975	952	23
	1,043	934	109
	893	240	653
	1,110	994	116
	1,043	628	415
	948	489	459
	1,057	804	253
	944	849	95
	843	807	36
	1,154	840	314
	1,185	1,080	105
	791	501	290
	631	549	82
	1,237	774	463
	334	318	16
	735	598	137
	859	707	152
	693	652	41
	1,173	774	399
	638	523	115
	1,308	754	554
	690	742	-52
	1,467	736	731
	625	391	234
	999	830	169
	578	563	15
	905	558	347
	1,172	818	354
	971	315	656
	885	299	586
	11,424	8,411	3,013
	1,204	953	251
	1,022	784	238
	7,667	7,457	210
	7,033	6,592	441
	2,746	609	2,137
	1,077	994	83
	1,346	1,152	194
	11,643	11,108	535
	10,832	9,260	1,572
	2,999	2,785	214
	8,274	7,420	854
	8,061	8,313	-252
	9,345	8,275	1,070
	4,188	4,238	-50
	4,973	4,978	-5
	78,255	78,993	-738
	696	712	-16
	64,702	62,374	2,328
	5,183	5,175	8
	49	25	24
	8,380	2,901	5,479
	10,918	7,144	3,774
	15,062	14,611	451
	7,445	4,922	2,523
	2,839	1,050	1,789
	1,926	1,763	163
	9,796	9,442	354
	9,261	6,359	2,902
	13,029	11,322	1,707
	2,280	1,888	392
	11,858	12,050	-192
	910	707	203
	9,131	11,033	-1,902
	10,378	12,127	-1,749
	8,210	6,664	1,546
	14,445	14,927	-482
	8,363	3,240	5,123
	6,185	7,100	-915
	9,989	3,822	6,167
	9,640	6,977	2,663
	9,311	5,728	3,583
	9,893	9,647	246
	12,111	9,779	2,332
	3,258	4,039	-781
	6,261	6,602	-341
	15,443	15,268	175
	52		52
	8,311	3,822	4,489
	14,715	11,840	2,875
	8,642	5,467	3,175
	8,643	8,116	527
	16,392	11,802	4,590
	7,365	3,790	3,575
	10,710	11,157	-447
	9,417	7,197	2,220
	34,057	25,666	8,391
	137,007	128,452	8,555
	2,149	2,189	-40
	51,736	35,948	15,788
	34,825	28,063	6,762
	2,337	2,459	-122
	132,467	120,859	11,608
	969	1,030	-61
	49,261	43,094	6,167
	15,620	15,054	566
	16,440	15,576	864
	16,557	16,144	413
	432	287	145
	9,573	11,360	-1,787
	428	453	-25
	6,945	8,994	-2,049
	5,691	4,595	1,096
	9,154	8,974	180
	6,783	8,977	-2,194
	14,690	8,764	5,926
	8,478	7,737	741
	8,850	9,656	-806
	237	25	212
	6,764	9,001	-2,237
	10,644	11,516	-872
			25,415

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			308
b			318
c			897
d			5,852
e			35
			76
			369
			164
			1,236
			346
			132
			470
			83
			600
			424
			420
			312
			222
			-4
			235
			191
			228
			93
			226
			74
			322
			107
			406
			964
			85
			819
			132
			832
			328
			769
			346
			-91
			96
			1,079
			288
			454
			122
			235
			359
			376
			56
			2,508
			2,706
			1,699
			347
			340
			170
			23
			109
			653
			116
			415
			459
			253
			95
			36
			314
			105
			290
			82
			463
			16
			137
			152
			41
			399
			115
			554
			-52
			731
			234
			169
			15
			347
			354
			656
			586
			3,013
			251
			238
			210
			441
			2,137
			83
			194
			535
			1,572
			214
			854
			-252
			1,070
			-50
			-5
			-738
			-16
			2,328
			8
			24
			5,479
			3,774
			451
			2,523
			1,789
			163
			354
			2,902
			1,707
			392
			-192
			203
			-1,902
			-1,749
			1,546
			-482
			5,123
			-915
			6,167
			2,663
			3,583
			246
			2,332
			-781
			-341
			175
			52
			4,489
			2,875
			3,175
			527
			4,590
			3,575
			-447
			2,220
			8,391
			8,555
			-40
			15,788
			6,762
			-122
			11,608
			-61
			6,167
			566
			864
			413
			145
			-1,787
			-25
			-2,049
			1,096
			180
			-2,194
			5,926
			741
			-806
			212
			-2,237
			-872

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	188,041
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 ...................		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? Yes No

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	167,873	3,442,347	0.048767
2016	165,568	3,256,449	0.050843
2015	164,634	3,403,898	0.048366
2014	154,595	3,378,574	0.045757
2013	147,430	3,153,593	0.04675

Total of line 1, column (d) .....................

0.240483

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 ......

0.048097

Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......

3,522,929

Multiply line 4 by line 3......................

169,442

Enter 1% of net investment income (1% of Part I, line 27b)...........

2,479

Add lines 5 and 6........................

171,921

Enter qualifying distributions from Part XII, line 4,.............

155,480

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)

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 and enter “N/A" on line 1.
	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	4,958
	hereand 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	4,958
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	4,958
6	Credits/Payments:

a	2018 estimated tax payments and 2017 overpayment credited to 2018	6a	1,713
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	1,713
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.......		9	3,245
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2019 estimated tax0	Refunded	11	0

Part VII-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions

for definition).................................

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.

Did the foundation file Form 1120-POL for this year?.....................

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

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. bullet

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

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?................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

Form 990-PF (2018)

Page 5

Part VII-A

Statements Regarding Activities (continued)

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address bullet

The books are in care of bullet

PNC BANK NA Telephone no. bullet

(412) 762-3792

Located at bullet

116 ALLEGHENY CENTER MALLPITTSBURGHPA ZIP+4 bullet

15212

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

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

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? YesNo

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person?......................YesNo

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? YesNo

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? YesNo

(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)?...............YesNo

(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.).......YesNo

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 ........

Organizations relying on a current notice regarding disaster assistance check here........ bullet

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?.............

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)):

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?.............YesNo

If "Yes," list the years bullet

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year?......................YesNo

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.)..................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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?

Form 990-PF (2018)

Page 6

Part VII-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? YesNo

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive?.............YesNo

(3) Provide a grant to an individual for travel, study, or other similar purposes? YesNo

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions................YesNo

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals?.....YesNo

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 ......

Organizations relying on a current notice regarding disaster assistance check here......... bullet

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?..........YesNo

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract?.....................YesNo

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction? YesNo

If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....

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? .................YesNo

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 NA	TRUSTEE 7	36,740
116 ALLEGHENY CENTER MALL PITTSBURGH,PA15212	TRUSTEE 7	36,740

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...................				0

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............. bullet

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)

Page 8

Part X

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

3,576,909

Average of monthly cash balances.......................

-331

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

3,576,578

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

3,576,578

Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see

instructions) .............................

53,649

Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4

3,522,929

Minimum investment return. Enter 5% of line 5..................

176,146

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.)

Minimum investment return from Part X, line 6....................

176,146

Tax on investment income for 2018 from Part VI, line 5......

4,958

Income tax for 2018. (This does not include the tax from Part VI.)...

Add lines 2a and 2b............................

4,958

Distributable amount before adjustments. Subtract line 2c from line 1............

171,188

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

171,188

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...

171,188

Part XII

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

155,480

Program-related investments—total from Part IX-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4

155,480

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.................

Adjusted qualifying distributions. Subtract line 5 from line 4..............

155,480

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)

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					171,188
2 Undistributed income, if any, as of the end of 2018:
a Enter amount for 2017 only.......				89,853
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: $ 155,480
a Applied to 2017, but not more than line 2a				89,853
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.....					65,627
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 ..........					105,561
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)

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 section4942(j)(3) or4942(j)(5)

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	(e) Total

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

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

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)

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
THE CHILDREN'S INSTITUTE HELENE CONWAY-LONG DIR DEV MKT PITTSBURGH,PA152171350	NONE	PUBLIC CHARITY	GENERAL SUPPORT	27,422
FAMILY RESOURCES ATTN AIMEE LEFEVERS 1425 FORBES AVENUE PITTSBURGH,PA152195140	NONE	PUBLIC CHARITY	GENERAL SUPPORT	27,422
CANTERBURY PL C/O UPMC SENIOR COMMUNITIES 200 LOTHROP ST 10097 PITTSBURGH,PA152132536	NONE	PUBLIC CHARITY	GENERAL SUPPORT	27,422
SHADYSIDE HOSPITAL FOUNDATION ATTN LOUISE R BROWN SHADYSIDE HOSPITAL FOUNDATION PITTSBURGH,PA152321521	NONE	PUBLIC CHARITY	GENERAL SUPPORT	27,422
ST BARNABAS NURSING HOME INC ATTN JAMES D TURCO 5827 MERIDIAN ROAD GIBSONIA,PA150449404	NONE	PUBLIC CHARITY	GENERAL SUPPORT	27,422
Total ................................. 3a				137,110

bApproved for future payment

Total ................................. 3b

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	(e) Related or exempt function income (See instructions.)
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	78,535
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	188,041
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: aFEDERAL TAX REFUND			14	1,557
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e)..				268,133

13Total. Add line 12, columns (b), (d), and (e)..................

268,133

(See worksheet in line 13 instructions to verify calculations.)

Part XVI-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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)

Page 13

Part XVII

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below (see instr.)? Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2018)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2018 InvestmentsOtherSchedule2

Name:

CLARA SHEA DECD-CHARITABLE TR

EIN:

25-6021190

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
ETF - FIXED INCOME	AT COST	525,892	501,139
MUTUAL FUNDS - FIXED INCOME	AT COST	646,126	616,964
ETF - EQUITY	AT COST	498,953	556,238
MUTUAL FUNDS - EQUITY	AT COST	702,748	633,734
MUTUAL FUNDS - ALTERNATIVE INV	AT COST	159,165	145,960

- TIN:

TY 2018 OtherIncomeSchedule2

Name:

CLARA SHEA DECD-CHARITABLE TR

EIN:

25-6021190

Description	Revenue And Expenses Per Books	Net Investment Income	Adjusted Net Income
FEDERAL TAX REFUND FROM PRIOR YEAR	1,557	0

- TIN:

TY 2018 OtherIncreasesSchedule

Name:

CLARA SHEA DECD-CHARITABLE TR

EIN:

25-6021190

Description	Amount
ROUNDING ADJUSTMENT	6

- TIN:

TY 2018 TaxesSchedule

Name:

CLARA SHEA DECD-CHARITABLE TR

EIN:

25-6021190

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
FOREIGN TAXES	296	296		0
FEDERAL ESTIMATES - PRINCIPAL	855	0		0