Form990-PF
Click to see attachment

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
LINDSEY E C FOR LINDSEY MEM CH FD-TR
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 185
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH, PA152300185
A Employer identification number

25-6196807
B Telephone number (see instructions)

(412) 236-6086
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$1,536,982
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... 34,418 32,143  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 99,332
b Gross sales price for all assets on line 6a 378,999
7 Capital gain net income (from Part IV, line 2)... 99,332
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 133,750 131,475  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 19,865 11,732   7,946
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)... 4,293 632   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.......... 24,158 12,364 0 7,946
25 Contributions, gifts, grants paid....... 75,522 75,522
26 Total expenses and disbursements. Add lines 24 and 25 99,680 12,364 0 83,468
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 34,070
b Net investment income (if negative, enter -0-) 119,111
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 53,106 31,315 31,315
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).......      
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).......... 1,294,307 Click to see attachment1,349,742 1,505,667
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) 1,347,413 1,381,057 1,536,982
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........ 1,347,413 1,381,057
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)..... 1,347,413 1,381,057
31 Total liabilities and net assets/fund balances (see instructions). 1,347,413 1,381,057
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
1,347,413
2
Enter amount from Part I, line 27a .....................
2
34,070
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
1,381,483
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
426
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
1,381,057
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 7. ANDEAVOR   2017-01-30 2018-01-03
b 20. EXXON MOBIL CORP   2017-10-25 2018-01-03
c 10. HALLIBURTON COMPANY COM   2014-10-20 2018-01-03
d 90. KIMCO RLTY CORP   2017-06-16 2018-01-03
e 10. VALERO ENERGY CORP NEW   2016-02-11 2018-01-03
4. HILL ROM HLDGS   2017-06-02 2018-01-11
1. HILL ROM HLDGS   2017-06-06 2018-01-12
17. HILL ROM HLDGS   2017-05-25 2018-01-12
8. HILL ROM HLDGS   2017-05-24 2018-01-16
10. HILL ROM HLDGS   2017-09-29 2018-01-16
61. PEPSICO INC   2001-06-19 2018-01-16
4. ALIGN TECHNOLOGY INC   2017-08-15 2018-01-18
40. CELGENE CORP   2015-01-12 2018-01-18
7. BROADCOM LTD.   2014-05-09 2018-01-24
9. BROADCOM LTD.   2014-05-09 2018-02-01
13. APPLE COMPUTER INC COM   2017-10-17 2018-02-06
6. HOME DEPOT INC USD 0.05   2017-09-14 2018-02-14
12. HOME DEPOT INC USD 0.05   2014-05-09 2018-02-14
30. HARTFORD FINL SVCS GROUP INC COM   2014-10-20 2018-02-16
19. FACEBOOK INC   2013-01-31 2018-03-02
8. FACEBOOK INC   2013-01-31 2018-03-09
7. NVIDIA CORP   2017-04-27 2018-03-09
11. FACEBOOK INC   2013-01-31 2018-03-15
24. INCYTE GENOMICS INC   2016-10-06 2018-03-15
60. SCHWAB CHARLES CORP NEW   2015-05-11 2018-03-21
10. FACEBOOK INC   2013-01-31 2018-03-28
50. ABBOTT LABORATORIES   2014-05-09 2018-03-29
6. JOHNSON & JOHNSON COM   2017-08-11 2018-03-29
30. TARGA RESOURCES INVESTMENTS   2017-04-27 2018-03-29
40. TARGA RESOURCES INVESTMENTS   2017-03-06 2018-03-29
30. HALLIBURTON COMPANY COM   2014-10-20 2018-04-11
53. SCHLUMBERGER LIMITED COM   2013-02-14 2018-04-11
20. PROCTER & GAMBLE CO COM   2016-01-26 2018-04-17
40. ELI LILLY & CO COM   2016-01-20 2018-04-18
4. ADOBE SYS INC COM   2014-05-09 2018-04-19
1. ALEXION PHARMACEUTICALS INC   2016-11-04 2018-04-19
1. ALIGN TECHNOLOGY INC   2017-08-15 2018-04-19
10. ALLY FINANCIAL INC   2015-01-12 2018-04-19
1. ALPHABET INC/CA   2015-08-19 2018-04-19
1. AMAZON COM INC   2014-05-09 2018-04-19
3. AMERICAN TOWER CORP-CL A   2017-10-31 2018-04-19
2. ANDEAVOR   2017-02-01 2018-04-19
2. APPLE COMPUTER INC COM   2017-10-17 2018-04-19
20. BANK AMER CORP   2015-02-25 2018-04-19
1. BIOGEN IDEC INC   2018-01-18 2018-04-19
10. CSX CORP COM   2017-01-13 2018-04-19
3. CELANESE CORP DEL   2014-05-09 2018-04-19
3. CHEVRONTEXACO CORP   2014-05-09 2018-04-19
10. COMCAST CORP NEW CL A   2017-12-21 2018-04-19
2. CONSTELLATION BRANDS INC   2015-08-14 2018-04-19
10. CORNING INC COM   2017-12-14 2018-04-19
2. COSTCO WHSL CORP NEW   2017-01-06 2018-04-19
2. DEERE & COMPANY   2017-08-08 2018-04-19
3. DISNEY (WALT) COMPANY HOLDING CO.   2017-12-15 2018-04-19
3. ELECTRONIC ARTS   2017-01-25 2018-04-19
10. EXELON CORP   2015-08-20 2018-04-19
10. EXXON MOBIL CORP   2017-10-25 2018-04-19
2. FACEBOOK INC   2013-01-31 2018-04-19
10. HALLIBURTON COMPANY COM   2017-09-27 2018-04-19
10. HARTFORD FINL SVCS GROUP INC COM   2014-10-20 2018-04-19
1. HOME DEPOT INC USD 0.05   2014-05-09 2018-04-19
3. HONEYWELL INTL INC   2014-05-09 2018-04-19
3. ILLINOIS TOOL WORKS INC COM   2015-08-04 2018-04-19
4. J P MORGAN CHASE & CO   2018-03-21 2018-04-19
1. JOHNSON & JOHNSON COM   2017-08-11 2018-04-19
1. LAM RESH CORP COM   2017-11-07 2018-04-19
10. MICROSOFT CORP COM   2015-09-22 2018-04-19
10. NIKE INC CL B   2018-02-14 2018-04-19
1. NVIDIA CORP   2016-11-11 2018-04-19
1. NVIDIA CORP   2017-04-27 2018-04-19
10. PFIZER INC COM   2017-10-24 2018-04-19
3. PHILIP MORRIS INTERNATIONAL   2017-05-12 2018-04-19
2. PIONEER NAT RES CO   2015-02-17 2018-04-19
1. SVB FINL GROUP   2017-07-13 2018-04-19
5. SALESFORCE COM INC   2017-08-03 2018-04-19
3. SPLUNK INC   2017-09-29 2018-04-19
1. STRYKER CORP   2018-04-18 2018-04-19
10. SYNCHRONY FINANCIAL   2016-10-05 2018-04-19
10. T -MOBILE US INC   2017-06-08 2018-04-19
10. TAIWAN SEMICONDUCTOR ADR   2016-06-30 2018-04-19
40. TAIWAN SEMICONDUCTOR ADR   2017-11-20 2018-04-19
1. 3M CO   2015-09-03 2018-04-19
10. TWENTY FIRST CENTURY FOX INC   2017-03-17 2018-04-19
2. UNITED HEALTH GROUP INC   2017-06-26 2018-04-19
3. VALERO ENERGY CORP NEW   2016-02-11 2018-04-19
4. VISA INC   2016-07-20 2018-04-19
10. YUM BRANDS INC   2014-05-09 2018-04-19
2. ALLERGAN PLC   2017-04-27 2018-04-19
10. INGERSOLL-RAND PLC   2014-05-09 2018-04-19
10. INVESCO LTD   2015-01-12 2018-04-19
130. TAIWAN SEMICONDUCTOR ADR   2016-06-27 2018-04-20
30. STARBUCKS CORP COM   2017-05-25 2018-04-23
30. TWENTY FIRST CENTURY FOX INC   2017-03-17 2018-04-23
50. TWENTY FIRST CENTURY FOX INC   2017-03-16 2018-04-26
14. CONSTELLATION BRANDS INC   2015-08-14 2018-05-04
30. COLGATE PALMOLIVE CO COM   2018-01-16 2018-05-09
7. COSTCO WHSL CORP NEW   2017-01-06 2018-05-09
2. COSTCO WHSL CORP NEW   2017-06-29 2018-05-09
7. SPLUNK INC   2017-03-01 2018-05-14
7. SPLUNK INC   2017-09-29 2018-05-14
8. LAM RESH CORP COM   2017-10-12 2018-05-18
16. 3M CO   2015-09-03 2018-05-18
10. ABBVIE INC   2018-04-19 2018-05-31
40. ABBVIE INC   2017-10-18 2018-05-31
90. TWENTY FIRST CENTURY FOX INC   2017-03-16 2018-06-07
15. STRYKER CORP   2018-04-18 2018-06-12
18. SEMPRA ENERGY   2018-01-03 2018-06-15
14. 3M CO   2015-09-03 2018-06-15
53. AGILENT TECHNOLOGIES INC   2015-12-09 2018-06-20
12. VALERO ENERGY CORP NEW   2016-02-11 2018-06-20
47. AGILENT TECHNOLOGIES INC   2015-12-08 2018-06-21
60. HALLIBURTON COMPANY COM   2017-06-21 2018-06-21
30. HALLIBURTON COMPANY COM   2015-01-12 2018-06-21
40. SEMPRA ENERGY   2018-01-03 2018-06-27
10. MONDELEZ INTERNATIONAL INC   2017-12-19 2018-06-29
30. MONDELEZ INTERNATIONAL INC   2017-05-12 2018-06-29
30. STARBUCKS CORP COM   2017-05-25 2018-06-29
90. STARBUCKS CORP COM   2017-07-20 2018-06-29
12. BROADCOM INC   2014-05-09 2018-07-12
7. BROADCOM INC   2018-03-15 2018-07-12
20. T -MOBILE US INC   2017-06-08 2018-07-13
14. ADOBE SYS INC COM   2014-05-09 2018-07-17
4. ALIGN TECHNOLOGY INC   2017-06-19 2018-07-31
1. AMAZON COM INC   2014-05-09 2018-07-31
23. STRYKER CORP   2018-03-29 2018-07-31
6. UNITED HEALTH GROUP INC   2016-09-14 2018-07-31
110. ALLY FINANCIAL INC   2015-01-12 2018-08-01
9. NVIDIA CORP   2016-11-11 2018-08-01
100. MARVELL TECHNOLOGY GROUP LTD 0.002   2018-01-24 2018-08-01
40. AT&T INC   2017-10-26 2018-08-02
120. ALLY FINANCIAL INC   2015-01-26 2018-08-02
10. ALEXION PHARMACEUTICALS INC   2016-11-04 2018-08-03
120. ALLY FINANCIAL INC   2016-11-15 2018-08-03
9. ALEXION PHARMACEUTICALS INC   2016-11-04 2018-08-06
11. ALEXION PHARMACEUTICALS INC   2017-12-08 2018-08-06
5. FACEBOOK INC   2013-01-31 2018-08-07
2. LAM RESH CORP COM   2017-10-12 2018-08-07
10. MICRON TECHNOLOGY   2018-03-09 2018-08-07
3. NVIDIA CORP   2016-11-11 2018-08-07
40. NUCOR CORP   2014-05-09 2018-08-09
40. PROCTER & GAMBLE CO COM   2016-01-06 2018-08-09
10. LAM RESH CORP COM   2017-07-27 2018-08-15
7. LAM RESH CORP COM   2017-10-12 2018-08-15
20. MICRON TECHNOLOGY   2016-11-11 2018-08-15
90. MICRON TECHNOLOGY   2018-03-09 2018-08-15
20. ATLASSIAN CORP PLC-CLASS A   2018-03-06 2018-08-15
10. EXXON MOBIL CORP   2001-12-20 2018-08-17
10. EXXON MOBIL CORP   2017-10-25 2018-08-17
20. EXXON MOBIL CORP   2018-06-27 2018-08-17
20. EXACT SCIENCES CORP   2018-01-11 2018-08-23
50. COMCAST CORP NEW CL A   2017-12-21 2018-08-24
20. SPLUNK INC   2017-03-01 2018-08-24
49. EXXON MOBIL CORP   2001-12-20 2018-09-06
30. T -MOBILE US INC   2017-06-08 2018-09-07
50. MICRON TECHNOLOGY   2016-11-11 2018-09-13
20. EXACT SCIENCES CORP   2018-01-12 2018-09-18
8. UNITED HEALTH GROUP INC   2016-09-14 2018-09-18
8. ADOBE SYS INC COM   2014-05-09 2018-09-19
8. SALESFORCE COM INC   2017-08-03 2018-09-19
10. ATLASSIAN CORP PLC-CLASS A   2018-03-06 2018-09-19
7. NVIDIA CORP   2016-11-11 2018-09-20
5. ADOBE SYS INC COM   2014-05-09 2018-09-21
50. CORNING INC COM   2017-12-14 2018-09-21
4. FACEBOOK INC   2013-01-31 2018-09-21
5. NVIDIA CORP   2016-11-11 2018-09-21
5. SALESFORCE COM INC   2017-08-03 2018-09-21
7. SPLUNK INC   2017-03-01 2018-09-21
10. ATLASSIAN CORP PLC-CLASS A   2018-03-05 2018-09-21
40. AT&T INC   2015-08-12 2018-09-28
10. AT&T INC   2017-10-26 2018-09-28
10. T -MOBILE US INC   2017-06-08 2018-09-28
30. COLGATE PALMOLIVE CO COM   2018-01-16 2018-10-02
6. GARRETT MOTION INC-WI   2014-05-09 2018-10-02
1. HONEYWELL INTL INC   2014-05-09 2018-10-02
30. COLGATE PALMOLIVE CO COM   2018-01-16 2018-10-03
54. ANDEAVOR   2017-02-01 2018-10-04
3. ADOBE SYS INC COM   2014-05-09 2018-10-08
3. ALIGN TECHNOLOGY INC   2017-06-19 2018-10-08
3. COSTCO WHSL CORP NEW   2018-10-02 2018-10-08
1. COSTCO WHSL CORP NEW   2017-06-29 2018-10-08
1. HOME DEPOT INC USD 0.05   2018-06-29 2018-10-08
9. ILLINOIS TOOL WORKS INC COM   2015-08-03 2018-10-08
2. NVIDIA CORP   2016-11-11 2018-10-08
6. SPLUNK INC   2017-03-01 2018-10-08
30. INVESCO LTD   2014-05-09 2018-10-08
170. INVESCO LTD   2014-05-09 2018-10-11
20. INVESCO LTD   2018-03-21 2018-10-11
40. INVESCO LTD   2016-07-20 2018-10-12
30. INVESCO LTD   2018-03-21 2018-10-12
30. INVESCO LTD   2018-08-01 2018-10-12
1. ALPHABET INC/CA   2018-07-17 2018-10-15
7. ADOBE SYS INC COM   2014-05-09 2018-10-16
1. ALPHABET INC/CA   2018-07-17 2018-10-16
1. ALPHABET INC/CA   2015-08-19 2018-10-16
11. SALESFORCE COM INC   2017-08-03 2018-10-16
50. ABBOTT LABORATORIES   2014-05-09 2018-10-18
3. ADOBE SYS INC COM   2014-05-09 2018-10-19
4. ALIGN TECHNOLOGY INC   2017-06-19 2018-10-19
1. ALPHABET INC/CA   2015-08-19 2018-10-19
10. GILEAD SCIENCES INC   2018-06-21 2018-10-19
4. SALESFORCE COM INC   2014-05-09 2018-10-19
6. SPLUNK INC   2017-03-01 2018-10-19
14. SALESFORCE COM INC   2014-05-09 2018-10-22
10. SPLUNK INC   2017-03-01 2018-10-22
10. ATLASSIAN CORP PLC-CLASS A   2018-04-20 2018-10-22
2. AMAZON COM INC   2014-05-09 2018-10-23
10. NETFLIX COM INC   2018-08-24 2018-10-29
16. NVIDIA CORP   2016-10-18 2018-10-29
3. ADOBE SYS INC COM   2014-05-09 2018-10-30
2. ALPHABET INC/CA   2015-07-27 2018-10-30
4. SALESFORCE COM INC   2014-05-09 2018-10-30
14. ALLERGAN PLC   2014-05-09 2018-10-30
7. ELECTRONIC ARTS   2016-11-02 2018-10-31
13. ELECTRONIC ARTS   2018-09-19 2018-10-31
18. APPLE COMPUTER INC COM   2018-08-15 2018-11-02
100. HARTFORD FINL SVCS GROUP INC COM   2014-10-20 2018-11-02
11. RESIDEO TECHNOLOGIES INC-W/I   2014-05-09 2018-11-02
20. SPLUNK INC   2017-05-30 2018-11-06
80. AT&T INC   2008-11-25 2018-11-08
40. MARVELL TECHNOLOGY GROUP LTD 0.002   2018-02-01 2018-11-08
27. APPLE COMPUTER INC COM   2018-08-15 2018-11-12
.9 GARRETT MOTION INC-WI   2014-05-09 2018-11-14
11. ADOBE SYS INC COM   2014-05-09 2018-11-19
37. NVIDIA CORP   2016-10-13 2018-11-19
10. EXACT SCIENCES CORP   2018-01-12 2018-11-20
6. ILLUMINA INC   2018-07-31 2018-11-20
10. ATLASSIAN CORP PLC-CLASS A   2018-04-20 2018-11-20
30. MARVELL TECHNOLOGY GROUP LTD 0.002   2018-02-01 2018-11-20
9. APPLE COMPUTER INC COM   2018-08-15 2018-11-23
.3333 RESIDEO TECHNOLOGIES INC-W/I   2014-05-09 2018-11-28
65. ELECTRONIC ARTS   2016-10-28 2018-11-30
20. INTERCONTINENTALEXCHANGE GRO   2018-02-16 2018-11-30
80. MARVELL TECHNOLOGY GROUP LTD 0.002   2018-04-19 2018-11-30
10. COMCAST CORP NEW CL A   2017-05-04 2018-12-03
20. COMCAST CORP NEW CL A   2017-12-21 2018-12-03
10. COMCAST CORP NEW CL A   2018-11-12 2018-12-03
9. CONSTELLATION BRANDS INC   2018-06-29 2018-12-06
10. MONSTER BEVERAGE CORP   2018-10-02 2018-12-06
20. MONSTER BEVERAGE CORP   2014-05-09 2018-12-06
50. VERIZON COMMUNICATIONS INC   2018-10-29 2018-12-06
18. APPLE COMPUTER INC COM   2018-07-12 2018-12-07
50. COMCAST CORP NEW CL A   2018-11-12 2018-12-12
20. EXELON CORP   2018-08-17 2018-12-19
6. NEXTERA ENERGY INC   2018-08-17 2018-12-19
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 817   572 245
b 1,710   1,668 42
c 499   530 -31
d 1,614   1,646 -32
e 929   547 382
347   316 31
87   79 8
1,479   1,324 155
692   610 82
865   742 123
7,191   2,401 4,790
1,076   710 366
4,065   4,586 -521
1,800   476 1,324
2,153   612 1,541
2,038   2,083 -45
1,099   961 138
2,199   922 1,277
1,628   1,096 532
3,336   596 2,740
1,469   251 1,218
1,707   732 975
2,013   345 1,668
2,144   2,384 -240
3,363   1,925 1,438
1,538   314 1,224
2,997   2,049 948
765   805 -40
1,327   1,691 -364
1,769   2,131 -362
1,484   1,589 -105
3,570   4,269 -699
1,564   1,582 -18
3,195   3,194 1
912   305 607
113   137 -24
254   178 76
275   231 44
1,082   691 391
1,561   285 1,276
415   429 -14
233   162 71
348   321 27
599   330 269
269   344 -75
610   387 223
333   179 154
373   377 -4
336   409 -73
460   255 205
277   322 -45
390   325 65
297   264 33
304   333 -29
376   244 132
388   341 47
795   833 -38
332   63 269
522   455 67
523   365 158
178   77 101
449   287 162
478   266 212
444   461 -17
128   134 -6
194   208 -14
968   436 532
658   679 -21
230   87 143
230   105 125
366   364 2
257   334 -77
390   314 76
248   183 65
619   451 168
318   201 117
164   165 -1
353   280 73
633   657 -24
393   263 130
1,573   1,688 -115
219   143 76
377   310 67
476   370 106
323   164 159
498   318 180
867   543 324
307   481 -174
858   581 277
312   374 -62
5,060   3,264 1,796
1,744   1,903 -159
1,092   930 162
1,817   1,535 282
3,105   1,787 1,318
1,855   2,267 -412
1,361   1,138 223
389   318 71
796   445 351
796   470 326
1,560   1,647 -87
3,185   2,281 904
989   926 63
3,956   3,831 125
3,536   2,763 773
2,462   2,476 -14
1,993   1,956 37
2,808   1,995 813
3,333   2,546 787
1,391   648 743
2,944   1,938 1,006
2,696   2,632 64
1,348   1,156 192
4,641   4,298 343
411   436 -25
1,234   1,348 -114
1,463   1,887 -424
4,389   5,119 -730
2,482   816 1,666
1,448   1,870 -422
1,224   1,314 -90
3,585   820 2,765
1,387   604 783
1,767   285 1,482
3,776   3,726 50
1,529   916 613
2,933   2,469 464
2,215   783 1,432
2,122   2,317 -195
1,275   1,354 -79
3,151   2,463 688
1,240   1,366 -126
3,164   2,326 838
1,107   1,083 24
1,353   1,263 90
921   157 764
371   376 -5
532   555 -23
771   261 510
2,552   2,063 489
3,260   3,121 139
1,719   1,670 49
1,203   1,316 -113
951   352 599
4,280   4,901 -621
1,552   1,184 368
780   386 394
780   833 -53
1,559   1,644 -85
1,409   1,077 332
1,822   2,047 -225
2,504   1,272 1,232
3,951   1,800 2,151
1,933   1,972 -39
2,156   880 1,276
1,449   1,060 389
2,107   1,066 1,041
2,117   469 1,648
1,223   722 501
900   592 308
1,863   609 1,254
1,308   293 1,015
1,797   1,609 188
656   125 531
1,320   435 885
779   451 328
819   445 374
909   583 326
1,339   1,329 10
335   338 -3
701   657 44
2,021   2,267 -246
102   58 44
166   91 75
2,020   2,267 -247
8,223   4,344 3,879
758   176 582
1,009   452 557
666   709 -43
222   159 63
196   197 -1
1,261   797 464
525   174 351
619   382 237
673   1,069 -396
3,430   6,058 -2,628
404   666 -262
800   1,122 -322
600   1,000 -400
600   804 -204
1,111   1,212 -101
1,790   410 1,380
1,124   1,212 -88
1,124   691 433
1,604   993 611
3,404   1,937 1,467
745   176 569
1,267   602 665
1,108   691 417
736   714 22
572   239 333
588   382 206
1,966   694 1,272
949   624 325
710   580 130
3,450   571 2,879
2,958   3,672 -714
3,171   1,331 1,840
715   176 539
2,077   1,330 747
528   198 330
2,217   2,901 -684
639   563 76
1,187   1,458 -271
3,717   3,925 -208
4,493   3,652 841
233   181 52
1,896   1,233 663
2,484   2,340 144
667   915 -248
5,248   5,647 -399
13   9 4
2,435   645 1,790
5,579   2,445 3,134
649   527 122
1,808   1,915 -107
699   580 119
456   673 -217
1,550   1,882 -332
7   5 2
5,470   5,197 273
1,630   1,438 192
1,273   1,726 -453
390   384 6
780   819 -39
390   383 7
1,704   1,979 -275
578   573 5
1,155   426 729
2,880   2,936 -56
3,053   3,609 -556
1,851   1,915 -64
916   908 8
1,055   1,059 -4
      20,751
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       245
b       42
c       -31
d       -32
e       382
      31
      8
      155
      82
      123
      4,790
      366
      -521
      1,324
      1,541
      -45
      138
      1,277
      532
      2,740
      1,218
      975
      1,668
      -240
      1,438
      1,224
      948
      -40
      -364
      -362
      -105
      -699
      -18
      1
      607
      -24
      76
      44
      391
      1,276
      -14
      71
      27
      269
      -75
      223
      154
      -4
      -73
      205
      -45
      65
      33
      -29
      132
      47
      -38
      269
      67
      158
      101
      162
      212
      -17
      -6
      -14
      532
      -21
      143
      125
      2
      -77
      76
      65
      168
      117
      -1
      73
      -24
      130
      -115
      76
      67
      106
      159
      180
      324
      -174
      277
      -62
      1,796
      -159
      162
      282
      1,318
      -412
      223
      71
      351
      326
      -87
      904
      63
      125
      773
      -14
      37
      813
      787
      743
      1,006
      64
      192
      343
      -25
      -114
      -424
      -730
      1,666
      -422
      -90
      2,765
      783
      1,482
      50
      613
      464
      1,432
      -195
      -79
      688
      -126
      838
      24
      90
      764
      -5
      -23
      510
      489
      139
      49
      -113
      599
      -621
      368
      394
      -53
      -85
      332
      -225
      1,232
      2,151
      -39
      1,276
      389
      1,041
      1,648
      501
      308
      1,254
      1,015
      188
      531
      885
      328
      374
      326
      10
      -3
      44
      -246
      44
      75
      -247
      3,879
      582
      557
      -43
      63
      -1
      464
      351
      237
      -396
      -2,628
      -262
      -322
      -400
      -204
      -101
      1,380
      -88
      433
      611
      1,467
      569
      665
      417
      22
      333
      206
      1,272
      325
      130
      2,879
      -714
      1,840
      539
      747
      330
      -684
      76
      -271
      -208
      841
      52
      663
      144
      -248
      -399
      4
      1,790
      3,134
      122
      -107
      119
      -217
      -332
      2
      273
      192
      -453
      6
      -39
      7
      -275
      5
      729
      -56
      -556
      -64
      8
      -4
       
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 99,332
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 79,084 1,624,316 0.048688
2016 78,827 1,497,930 0.052624
2015 83,700 1,576,771 0.053083
2014 89,880 1,627,283 0.055233
2013 83,933 1,567,140 0.053558
2
Total of line 1, column (d) .....................
2
0.263186
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
0.052637
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
1,680,144
5
Multiply line 4 by line 3......................
5
88,438
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
1,191
7
Add lines 5 and 6........................
7
89,629
8
Enter qualifying distributions from Part XII, line 4,.............
8
83,468
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 2,382
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 2,382
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 2,382
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 2,020
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 2,020
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 9 362
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet0 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletPA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletBNY MELLON NA Telephone no.bullet (412) 236-6086

    Located atbulletPO BOX 185PITTSBURGHPA ZIP+4bullet152300185
    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
    BNY Mellon NA TRUSTEE
    0
    19,865    
    PO BOX 185
    Pittsburgh,PA152300185
    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
    1,657,000
    b
    Average of monthly cash balances.......................
    1b
    48,730
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,705,730
    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
    1,705,730
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    25,586
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,680,144
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    84,007
    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
    84,007
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    2,382
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,382
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    81,625
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    81,625
    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
    81,625
    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
    83,468
    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
    83,468
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    83,468
    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 81,625
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 0
    b Total for prior years:2016, 2015, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 6,710
    b From 2014...... 11,794
    c From 2015...... 6,298
    d From 2016...... 4,307
    e From 2017...... 0
    fTotal of lines 3a through e........ 29,109
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 83,468
    a Applied to 2017, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2018 distributable amount..... 81,625
    e Remaining amount distributed out of corpus 1,843
    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 30,952
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...
    6,710
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......
    24,242
    10 Analysis of line 9:
    a Excess from 2014.... 11,794
    b Excess from 2015.... 6,298
    c Excess from 2016.... 4,307
    d Excess from 2017.... 0
    e Excess from 2018.... 1,843
    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
    BETHANY PRESBYTERIAN CHURCH
    100 VENANGO STREET
    MERCER,PA16137
    NONE PC GENERAL OPERATING 75,522
    Total .................................bullet 3a 75,522
    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 34,418  
    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 99,332  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   133,750  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    133,750
    (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 GeneralExplanationAttachment
    Name:
    LINDSEY E C FOR LINDSEY MEM CH FD-TR
    EIN:
    25-6196807
    Identifier Return Reference Explanation
    Attachment to Form 990PF Part VIII, Column (b) Title and Average Hours Per Week Devoted To Position The compensation reported in column (b) paid to BNY Mellon, N.A. as Corporate Trustee is calculated based on market value and current fee schedule. It is not determined on an hourly basis. Corporate Trustee services include administrativeresponsibilities, grant requirements, recordkeeping, investment management, income collection, statement and accounting services, and regulatory reporting.

    TY 2018 InvestmentsOtherSchedule2
    Name:
    LINDSEY E C FOR LINDSEY MEM CH FD-TR
    EIN:
    25-6196807
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    30161N101 EXELON CORP AT COST 7,080 9,020
    86271F537 DREYFUS INTERNATIONA AT COST 130,000 151,697
    91324P102 UNITED HEALTH GROUP AT COST 6,662 12,456
    92343V104 VERIZON COMMUNICATIO AT COST 8,756 8,995
    09062X103 BIOGEN IDEC INC AT COST 3,780 3,310
    26188X817 DREYFUS YIELD ENH ST AT COST 175,000 169,210
    26188X858 DREYFUS ALTERN DIVER AT COST 80,000 75,509
    552953101 MGM MIRAGE AT COST 8,151 6,065
    61174X109 MONSTER BEVERAGE COR AT COST 2,298 5,316
    747525103 QUALCOMM INC AT COST 9,637 9,675
    848637104 SPLUNK INC AT COST 1,415 2,516
    872590104 T -MOBILE US INC AT COST 4,603 4,453
    20030N101 COMCAST CORP NEW CL AT COST 8,441 9,534
    30303M102 FACEBOOK INC AT COST 10,507 13,109
    452327109 ILLUMINA INC AT COST 4,787 4,499
    478160104 JOHNSON & JOHNSON CO AT COST 9,074 8,517
    56585A102 MARATHON PETROLEUM C AT COST 5,852 4,131
    742718109 PROCTER & GAMBLE CO AT COST 2,759 2,758
    G0177J108 ALLERGAN PLC AT COST 4,487 3,342
    026874784 AMERICAN INTERNATION AT COST 1,981 1,971
    060505104 BANK AMER CORP AT COST 7,422 11,088
    101137107 BOSTON SCIENTIFIC CO AT COST 3,003 2,827
    166764100 CHEVRONTEXACO CORP AT COST 7,551 7,833
    64110L106 NETFLIX COM INC AT COST 3,901 2,944
    670346105 NUCOR CORP AT COST 1,899 2,072
    718172109 PHILIP MORRIS INTERN AT COST 7,710 7,811
    097023105 BOEING COMPANY AT COST 5,647 5,160
    126650100 CVS CORP AT COST 4,662 3,931
    21036P108 CONSTELLATION BRANDS AT COST 3,867 4,664
    219350105 CORNING INC COM AT COST 6,781 6,646
    29444U700 EQUINIX INC AT COST 6,925 5,641
    594918104 MICROSOFT CORP COM AT COST 13,159 15,032
    595112103 MICRON TECHNOLOGY AT COST 3,765 3,173
    723787107 PIONEER NAT RES CO AT COST 4,969 4,472
    857477103 STATE ST CORP COM AT COST 7,885 6,307
    05569M830 BNY MELLON BOND FD C AT COST 161,058 159,566
    G47791101 INGERSOLL-RAND PLC AT COST 6,389 10,035
    023135106 AMAZON COM INC AT COST 2,899 21,028
    05569M442 BNY MELLON SMALL/MID AT COST 18,313 14,297
    05569M806 BNY MELLON SMALL CAP AT COST 58,302 69,966
    05569M855 BNY MELLON EMERGING AT COST 60,000 58,535
    988498101 YUM BRANDS INC AT COST 6,456 10,111
    G29183103 EATON CORP PLC AT COST 3,353 5,150
    032511107 ANADARKO PETE CORP AT COST 10,107 6,576
    05569M509 BNY MELLON MID CAP S AT COST 100,038 138,585
    150870103 CELANESE CORP DEL AT COST 4,496 6,838
    200340107 COMERICA INC COM AT COST 7,557 5,495
    375558103 GILEAD SCIENCES INC AT COST 4,996 4,379
    45866F104 INTERCONTINENTALEXCH AT COST 2,952 6,403
    512807108 LAM RESH CORP COM AT COST 5,322 4,630
    609207105 MONDELEZ INTERNATION AT COST 9,889 9,607
    65339F101 NEXTERA ENERGY INC AT COST 8,939 9,386
    654106103 NIKE INC CL B AT COST 8,880 10,380
    717081103 PFIZER INC COM AT COST 9,327 10,476
    808513105 SCHWAB CHARLES CORP AT COST 5,107 6,645
    882508104 TEXAS INSTRUMENTS IN AT COST 9,543 8,222
    92826C839 VISA INC AT COST 7,445 12,798
    00724F101 ADOBE SYS INC COM AT COST 1,465 5,656
    02079K305 ALPHABET INC/CA AT COST 7,543 13,584
    22160K105 COSTCO WHSL CORP NEW AT COST 3,926 6,315
    244199105 DEERE & COMPANY AT COST 6,828 7,906
    254687106 DISNEY (WALT) COMPAN AT COST 6,012 9,211
    438516106 HONEYWELL INTL INC AT COST 6,144 9,116
    58933Y105 MERCK & CO INC AT COST 5,212 10,621
    110122108 BRISTOL MYERS SQUIBB AT COST 3,536 3,639
    452308109 ILLINOIS TOOL WORKS AT COST 5,541 7,981
    78486Q101 SVB FINL GROUP AT COST 5,452 5,508
    G5876H105 MARVELL TECHNOLOGY G AT COST 3,629 2,914
    016255101 ALIGN TECHNOLOGY INC AT COST 2,507 3,560
    037833100 APPLE COMPUTER INC C AT COST 3,902 11,988
    05569M814 BNY MELLON INTERMEDI AT COST 118,427 118,752
    17275R102 CISCO SYS INC AT COST 12,311 11,266
    26078J100 DOWDUPONT INC AT COST 4,515 5,348
    46625H100 J P MORGAN CHASE & C AT COST 10,950 10,641
    79466L302 SALESFORCE COM INC AT COST 1,934 5,342
    87165B103 SYNCHRONY FINANCIAL AT COST 7,818 6,569
    929089100 VOYA FINANCIAL INC AT COST 4,527 5,620
    981558109 WORLDPAY INC AT COST 5,654 6,879
    30063P105 EXACT SCIENCES CORP AT COST 1,513 1,893
    91913Y100 VALERO ENERGY CORP N AT COST 2,887 4,123
    437076102 HOME DEPOT INC USD 0 AT COST 4,082 8,591
    G5960L103 MEDTRONIC PLC AT COST 7,876 8,186
    002824100 ABBOTT LABORATORIES AT COST 1,937 3,617
    03027X100 AMERICAN TOWER CORP- AT COST 8,668 11,390
    G06242104 ATLASSIAN CORP PLC-C AT COST 3,360 5,339
    126408103 CSX CORP COM AT COST 5,802 9,320

    TY 2018 OtherDecreasesSchedule
    Name:
    LINDSEY E C FOR LINDSEY MEM CH FD-TR
    EIN:
    25-6196807
    Description Amount
    PY RETURN OF CAPITAL ADJUSTMENT 371
    ROC ADJUSTMENT ON CY SALES 55


    TY 2018 TaxesSchedule
    Name:
    LINDSEY E C FOR LINDSEY MEM CH FD-TR
    EIN:
    25-6196807
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 632 632   0
    FEDERAL TAX PAYMENT - PRIOR YE 1,641 0   0
    FEDERAL ESTIMATES - INCOME 2,020 0   0