Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 06-01-2018 , and ending 05-31-2019
Name of foundation
ELIZABETH SHIRAS TW
 
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

25-6347429
B Telephone number (see instructions)

(412) 768-5892
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$1,538,488J 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... 40,886 40,886  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 278,332
b Gross sales price for all assets on line 6a 1,487,119
7 Capital gain net income (from Part IV, line 2)... 278,332
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........ 319,218 319,218  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 18,305 16,475   1,830
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)... Click to see attachment 1,386 413   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)....... Click to see attachment 4,898 664   4,234
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 24,589 17,552 0 6,064
25 Contributions, gifts, grants paid....... 70,307 70,307
26 Total expenses and disbursements. Add lines 24 and 25 94,896 17,552 0 76,371
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 224,322
b Net investment income (if negative, enter -0-) 301,666
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......... 38,007 30,937 30,937
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)....... 212,363    
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).......... 1,023,419 Click to see attachment1,467,170 1,507,551
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) 1,273,789 1,498,107 1,538,488
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........ 1,269,678 1,495,937
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 4,111 2,170
30 Total net assets or fund balances (see instructions)..... 1,273,789 1,498,107
31 Total liabilities and net assets/fund balances (see instructions). 1,273,789 1,498,107
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
1,273,789
2
Enter amount from Part I, line 27a .....................
2
224,322
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
1,498,111
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
4
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
1,498,107
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 4. HOME DEPOT INC COM   2017-12-08 2018-06-01
b 6. PAYPAL HOLDINGS INC-W/I   2017-12-11 2018-06-01
c 63. TESCO PLC SPON ADR   2011-01-12 2018-06-04
d 16. CANON INC SPONS ADR   2004-05-24 2018-06-05
e 5. SAP SE SPONSORED ADR   2013-10-16 2018-06-06
4. NETFLIX.COM INC   2013-06-03 2018-06-15
1. FEDEX CORPORATION   2017-10-05 2018-06-22
2. FEDEX CORPORATION   2018-02-20 2018-06-22
7. KONINKLIJKE AHOLD DELHAIZE ADR SEDOL BD9FL92   2017-06-28 2018-06-25
1. AMAZON.COM INC   2018-02-15 2018-06-27
19. KONINKLIJKE AHOLD DELHAIZE ADR SEDOL BD9FL92   2017-06-28 2018-06-27
2. NETFLIX.COM INC   2013-06-03 2018-06-27
2. FEDEX CORPORATION   2017-10-05 2018-06-28
1. FEDEX CORPORATION   2016-11-14 2018-06-28
11. J P MORGAN CHASE & CO COM   2018-01-18 2018-06-28
6. WORKDAY INC CL A   2013-03-04 2018-06-28
5. SAP SE SPONSORED ADR   2014-10-08 2018-07-09
6. VISA INC CLASS A SHARES   2011-12-19 2018-07-12
3. BROADCOM INC   2017-11-17 2018-07-17
1. BROADCOM INC   2018-05-25 2018-07-17
4. PARKER HANNIFIN CORP   2017-01-19 2018-07-18
18. CANON INC SPONS ADR   2004-05-24 2018-07-25
4. CONSTELLATION BRANDS INC CL A   2018-04-02 2018-07-27
4. CONSTELLATION BRANDS INC CL A   2018-04-04 2018-07-31
5. MCDONALDS CORP COM   2017-07-07 2018-08-01
5. SAP SE SPONSORED ADR   2014-10-08 2018-08-02
5. LAUDER ESTEE COS INC CL A   2017-09-26 2018-08-03
.943 IBERDROLA SA SPON ADR   2008-10-24 2018-08-09
1. AMERICAN INTERNATIONAL GROUP INC   2001-01-01 2018-08-10
1. BOOKING HOLDINGS INC   2011-01-24 2018-08-10
4. ALIBABA GROUP HOLDING LTD ADR SEDOL BP41ZD1   2015-06-26 2018-08-14
5. SAP SE SPONSORED ADR   2015-03-12 2018-08-15
1. BOOKING HOLDINGS INC   2010-11-30 2018-08-17
3. BROADCOM INC   2017-03-09 2018-08-22
1. BROADCOM INC   2018-05-25 2018-08-22
3. FEDEX CORPORATION   2016-09-28 2018-08-22
11. KERING S A ADR   2018-02-14 2018-08-23
2. FEDEX CORPORATION   2016-09-28 2018-08-27
5. FEDEX CORPORATION   2016-09-28 2018-08-31
3. ADOBE SYSTEMS INC   2013-11-06 2018-09-05
5. GLAXO WELLCOME PLC SPONSORED ADR   2013-12-04 2018-09-05
6. SINGAPORE TELECOMMUNICATION ADR ISIN US82929R3049   2014-01-15 2018-09-05
5. ZURICH INS GROUP LTD ADR   2015-12-07 2018-09-05
10. MONSTER BEVERAGE CORPORATION   2015-05-12 2018-09-12
8. MONSTER BEVERAGE CORPORATION   2016-02-09 2018-09-14
7. MONSTER BEVERAGE CORPORATION   2016-02-09 2018-09-20
11. MONSTER BEVERAGE CORPORATION   2016-02-09 2018-09-27
7. PAYPAL HOLDINGS INC-W/I   2017-10-25 2018-09-27
7. ABB LTD SPONSORED ADR   2014-06-12 2018-10-01
14. KERING S A ADR   2018-02-14 2018-10-01
4. MONSTER BEVERAGE CORPORATION   2016-02-09 2018-10-01
4. BP PLC SPONSORED ADR   2004-05-24 2018-10-03
5. ENI S P A SPONSORED ADR   2013-07-23 2018-10-03
60. LLOYDS TSB GROUP PLC SPONSORED ADR   2015-12-07 2018-10-03
20. TELIA COMPANY AB   2015-01-27 2018-10-03
3331.39 MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND CLASS I   2013-10-04 2018-10-04
3. MARRIOTT INTERNATIONAL INC CL A   2014-04-08 2018-10-08
2. PAYPAL HOLDINGS INC-W/I   2017-10-25 2018-10-08
6. PAYPAL HOLDINGS INC-W/I   2017-09-28 2018-10-08
128. ISHARES TR S&P 500 INDEX FD   2016-10-13 2018-10-10
15. PAYPAL HOLDINGS INC-W/I   2017-09-26 2018-10-11
18. CANON INC SPONS ADR   2004-05-24 2018-10-16
1. PARKER HANNIFIN CORP   2016-12-16 2018-10-16
9. CANON INC SPONS ADR   2012-10-12 2018-10-18
2. CONCHO RESOURCES INC   2017-05-02 2018-10-18
4. CONCHO RESOURCES INC   2017-12-21 2018-10-18
9. TEXAS INSTRS INC COM   2017-01-26 2018-10-18
7. BRISTOL MYERS SQUIBB CO   2018-07-12 2018-10-22
12. BRISTOL MYERS SQUIBB CO   2018-06-15 2018-10-23
4. PARKER HANNIFIN CORP   2016-12-05 2018-10-24
2. BRISTOL MYERS SQUIBB CO   2018-06-15 2018-10-25
6. BRISTOL MYERS SQUIBB CO   2011-10-03 2018-10-25
8. CATERPILLAR INC   2017-10-25 2018-10-25
12. CELGENE CORP   2018-07-27 2018-10-25
4. TEXAS INSTRS INC COM   2017-01-30 2018-10-25
8. BRISTOL MYERS SQUIBB CO   2011-10-03 2018-10-26
4. PARKER HANNIFIN CORP   2016-12-05 2018-10-26
7. RED HAT INC   2010-10-19 2018-10-29
4. PARKER HANNIFIN CORP   2016-12-06 2018-10-30
11. SANOFI SPONSORED ADR   2014-12-12 2018-11-05
2. SANOFI SPONSORED ADR   2018-03-12 2018-11-05
11.101 IBERDROLA SA SPON ADR   2008-10-24 2018-11-09
2.956 IBERDROLA SA SPON ADR   2018-02-14 2018-11-09
3.943 IBERDROLA SA SPON ADR   2018-08-08 2018-11-09
11. SANOFI SPONSORED ADR   2018-03-12 2018-11-12
1. SANOFI SPONSORED ADR   2016-08-30 2018-11-12
27. KONINKLIJKE AHOLD DELHAIZE ADR SEDOL BD9FL92   2010-11-03 2018-11-13
1127.168 BAIRD AGGREGATE BOND FUND FD 72   2015-03-26 2018-11-15
.219 BANCO SANTANDER S A ADR   2004-05-24 2018-11-20
5. CATERPILLAR INC   2017-10-25 2018-11-20
2. NVIDIA CORP   2018-06-01 2018-11-21
6. TIFFANY & CO NEW COM   2018-07-23 2018-11-21
5. CATERPILLAR INC   2017-10-25 2018-11-27
2. NVIDIA CORP   2018-06-01 2018-11-29
3. NVIDIA CORP   2018-05-11 2018-11-29
70. TELEFONICA S.A. SPONSORED ADR   2004-05-24 2018-12-03
136. ABB LTD SPONSORED ADR   2012-03-30 2018-12-04
43. ACTIVISION BLIZZARD INC   2017-03-13 2018-12-04
7. ACTIVISION BLIZZARD INC   2018-07-13 2018-12-04
27. ADOBE SYSTEMS INC   2013-10-25 2018-12-04
2. ADOBE SYSTEMS INC   2018-10-25 2018-12-04
7. ALBEMARLE CORP   2018-05-18 2018-12-04
16. ALBEMARLE CORP   2016-06-28 2018-12-04
10. ALEXION PHARMACEUTICALS INC   2017-07-27 2018-12-04
8. ALEXION PHARMACEUTICALS INC   2018-01-03 2018-12-04
10. ALEXION PHARMACEUTICALS INC   2018-07-20 2018-12-04
54. ALIBABA GROUP HOLDING LTD ADR SEDOL BP41ZD1   2015-11-06 2018-12-04
126. ALLIANZ SE SPON ADR   2015-07-29 2018-12-04
1. ALPHABET INC/CA-CL C   2018-05-04 2018-12-04
4. ALPHABET INC/CA-CL C   2004-09-09 2018-12-04
1. ALPHABET INC/CA-CL C   2018-07-20 2018-12-04
4. ALPHABET INC/CA-CL A   2004-09-09 2018-12-04
1. ALPHABET INC/CA-CL A   2018-07-20 2018-12-04
1. ALPHABET INC/CA-CL A   2018-05-04 2018-12-04
8. AMAZON.COM INC   2008-12-01 2018-12-04
44. APPLE INC   2004-12-09 2018-12-04
6. APPLE INC   2018-08-01 2018-12-04
51. ASTRAZENECA PLC SPONS ADR   2018-07-12 2018-12-04
49. ASTRAZENECA PLC SPONS ADR   2018-05-15 2018-12-04
91. BP PLC SPONSORED ADR   2004-05-24 2018-12-04
195.219 BANCO SANTANDER S A ADR   2018-07-26 2018-12-04
312.781 BANCO SANTANDER S A ADR   2004-05-24 2018-12-04
27. BIOMARIN PHARMACEUTICAL INC   2013-03-13 2018-12-04
19. BOEING CO   2010-02-17 2018-12-04
4. BOEING CO   2018-07-16 2018-12-04
18. BRISTOL MYERS SQUIBB CO   2011-10-04 2018-12-04
12. BROADCOM INC   2017-01-26 2018-12-04
217. CK HUTCHISON HOLDIN-UNSP ADR ADR SEDOL BWH65X2   2017-07-14 2018-12-04
142. CK HUTCHISON HOLDIN-UNSP ADR ADR SEDOL BWH65X2   2018-01-04 2018-12-04
5. CELGENE CORP   2018-07-27 2018-12-04
10. CELGENE CORP   2013-02-05 2018-12-04
69. CHINA MOBILE HK LTD SPON ADR   2013-05-09 2018-12-04
3. CHIPOTLE MEXICAN GRIL CL A   2018-06-08 2018-12-04
212. COMPAGNIE DE SAINT-UNSP ADR ADR SEDOL B3K9YH2   2018-08-03 2018-12-04
16. CONCHO RESOURCES INC   2013-10-02 2018-12-04
2. COSTCO WHSL CORP NEW COM   2017-12-18 2018-12-04
18. COSTCO WHSL CORP NEW COM   2007-05-24 2018-12-04
18. CROWN CASTLE INTL CORP   2018-10-08 2018-12-04
196. DAIMLER AG-UNSPONSORED ADR SEDOL BYVH331   2013-02-22 2018-12-04
26. DAIMLER AG-UNSPONSORED ADR SEDOL BYVH331   2018-06-22 2018-12-04
136. DEUTSCHE TELEKOM AG SPONSORED ADR   2006-10-16 2018-12-04
107. ENI S P A SPONSORED ADR   2010-08-24 2018-12-04
8. EDWARDS LIFESCIENCES CORP   2018-10-15 2018-12-04
698. ENEL SPA ADR   2016-10-11 2018-12-04
45. FACEBOOK INC   2012-10-24 2018-12-04
3. FACEBOOK INC   2018-05-02 2018-12-04
14. FLEETCOR TECHNOLOGIES INC   2014-01-22 2018-12-04
3. FLEETCOR TECHNOLOGIES INC   2018-06-20 2018-12-04
14. FUJI FILM HOLDINGS CORP - ADR ISIN US35958N1072   2017-12-26 2018-12-04
27. FUJI FILM HOLDINGS CORP - ADR ISIN US35958N1072   2018-06-14 2018-12-04
81. GLAXO WELLCOME PLC SPONSORED ADR   2004-05-24 2018-12-04
2. GOLDMAN SACHS GROUP INC COM   2018-03-08 2018-12-04
12. GOLDMAN SACHS GROUP INC COM   2016-07-11 2018-12-04
4. HOME DEPOT INC COM   2017-12-06 2018-12-04
18. HOME DEPOT INC COM   2016-01-13 2018-12-04
129. HONDA MOTOR CO LTD AMERICAN SHARES   2014-08-13 2018-12-04
123. IBERDROLA SA SPON ADR   2008-10-24 2018-12-04
12. ILLUMINA INC COM   2011-12-01 2018-12-04
3. ILLUMINA INC COM   2018-10-08 2018-12-04
5. INTUITIVE SURGICAL INC   2018-07-11 2018-12-04
44. ISUZU MTRS LTD ADR   2017-08-17 2018-12-04
40. J P MORGAN CHASE & CO COM   2016-11-28 2018-12-04
1. J P MORGAN CHASE & CO COM   2018-01-18 2018-12-04
46. KERING S A ADR   2017-10-20 2018-12-04
2. KERING S A ADR   2018-02-14 2018-12-04
447. KINGFISHER PLC SPONSORED ADR   2016-10-07 2018-12-04
131. KONINKLIJKE AHOLD DELHAIZE ADR SEDOL BD9FL92   2010-11-18 2018-12-04
22. LAUDER ESTEE COS INC CL A   2017-07-25 2018-12-04
1117. LLOYDS TSB GROUP PLC SPONSORED ADR   2015-11-20 2018-12-04
31. MARRIOTT INTERNATIONAL INC CL A   2014-03-28 2018-12-04
43. MASTERCARD INC CL A   2009-03-02 2018-12-04
4. MASTERCARD INC CL A   2018-07-13 2018-12-04
17. MCDONALDS CORP COM   2017-05-17 2018-12-04
29. MERCK & CO INC   2018-10-18 2018-12-04
102. MICROSOFT CORP   2015-10-26 2018-12-04
5. MICROSOFT CORP   2018-08-14 2018-12-04
62. MITSUBISHI ELEC CORP UNSPON ADR   2018-07-10 2018-12-04
20. MITSUBISHI ELEC CORP UNSPON ADR   2018-05-29 2018-12-04
44. NTT DOCOMO INC SPON ADR   2013-11-26 2018-12-04
.627 NATIONAL GRID GROUP PLC SEDOL BZ8FYV0   2018-01-10 2018-12-04
35.373 NATIONAL GRID GROUP PLC SEDOL BZ8FYV0   2004-05-24 2018-12-04
2. NETFLIX.COM INC   2018-10-29 2018-12-04
25. NETFLIX.COM INC   2013-06-03 2018-12-04
7. NIKE INC CL B   2018-08-21 2018-12-04
42. NIKE INC CL B   2018-02-05 2018-12-04
35. NOVARTIS AG SPONSORED ADR   2007-10-22 2018-12-04
5. NVIDIA CORP   2018-08-17 2018-12-04
20. NVIDIA CORP   2016-01-28 2018-12-04
7. PAYPAL HOLDINGS INC-W/I   2018-10-30 2018-12-04
15. PAYPAL HOLDINGS INC-W/I   2017-08-08 2018-12-04
260. QBE INSURANCE GROUP-SPN ADR ADR   2011-11-28 2018-12-04
38. RWE AG SPONSORED ADR REPSTG ORD PAR   2015-04-28 2018-12-04
19. RED HAT INC   2010-10-07 2018-12-04
49. ROYAL DUTCH SHELL PLC ADR B   2016-01-20 2018-12-04
13. S&P GLOBAL INC   2018-09-17 2018-12-04
35. SSE PLC SPN ADR   2018-10-24 2018-12-04
95. SSE PLC SPN ADR   2018-03-27 2018-12-04
75. SAFRAN SA UNSPON ADR   2018-08-22 2018-12-04
5. SALESFORCE.COM   2018-04-19 2018-12-04
52. SALESFORCE.COM   2009-06-18 2018-12-04
77. SANOFI SPONSORED ADR   2010-02-11 2018-12-04
8. SERVICE NOW INC   2018-10-19 2018-12-04
78. SINGAPORE TELECOMMUNICATION ADR ISIN US82929R3049   2008-08-18 2018-12-04
23. SPLUNK INC   2012-10-10 2018-12-04
17. SQUARE INC - A   2018-01-05 2018-12-04
86. TAIWAN SEMICONDUCTOR MTG CO ADR   2008-01-16 2018-12-04
164. TAKEDA PHARMACEUTIC SPON ADR   2008-09-17 2018-12-04
31. TAKEDA PHARMACEUTIC SPON ADR   2018-05-10 2018-12-04
53. TELEFONICA S.A. SPONSORED ADR   2018-06-06 2018-12-04
198. TELEFONICA S.A. SPONSORED ADR   2004-05-24 2018-12-04
377. TELIA COMPANY AB   2015-01-27 2018-12-04
40. TENCENT HOLDINGS LTD UNSPON ADR   2018-10-11 2018-12-04
110. TENCENT HOLDINGS LTD UNSPON ADR   2017-12-06 2018-12-04
47. TENCENT HOLDINGS LTD UNSPON ADR   2017-08-23 2018-12-04
428. TESCO PLC SPON ADR   2011-01-25 2018-12-04
5. TESLA INC   2018-07-13 2018-12-04
11. TESLA INC   2013-11-06 2018-12-04
15. TEXAS INSTRS INC COM   2017-01-20 2018-12-04
71. TOKIO MARINE HOLDINGS ADR   2004-05-24 2018-12-04
14. UNION PAC CORP COM   2018-10-18 2018-12-04
85. UNITED OVERSEAS BK LTD SPONSORED ADR   2006-09-26 2018-12-04
16. UNITEDHEALTH GROUP INC COM   2017-06-19 2018-12-04
3. VERTEX PHARMACEUTICALS INC   2018-03-08 2018-12-04
14. VERTEX PHARMACEUTICALS INC   2017-04-06 2018-12-04
54. VISA INC CLASS A SHARES   2011-12-19 2018-12-04
72. WH GROUP LTD - SPON ADR SEDOL BDRKGX8   2018-08-31 2018-12-04
21. WPP PLC ADR   2018-01-25 2018-12-04
9. WPP PLC ADR   2018-11-06 2018-12-04
13. WPP PLC ADR   2017-10-23 2018-12-04
20. WORKDAY INC CL A   2012-11-30 2018-12-04
86. ZURICH INS GROUP LTD ADR   2009-09-23 2018-12-04
1508.868 ARTISAN INTERNATIONAL FD-ADV   2009-10-27 2018-12-10
12615.816 BAIRD AGGREGATE BOND FUND FD 72   2015-03-26 2018-12-10
10562.979 DODGE & COX INCOME FUND   2013-02-12 2018-12-10
449. ISHARES TIPS BOND ETF   2016-10-06 2018-12-10
616. ISHARES TR S&P 500 INDEX FD   2016-10-13 2018-12-10
472. ISHARES MSCI EMERGING MKTS INDEX FUND   2013-01-10 2018-12-10
363. IWP ISHARES RUSSELL MIDCAP GRWTH FD   2016-03-31 2018-12-10
92. ISHARES TR RUSSELL 2000 GROWTH ETF   2014-03-21 2018-12-10
634.633 JANUS HENDERSON SMALL CAP VALUE FUND I SHARES FUND 1165   2009-08-07 2018-12-10
5390.709 MFS VALUE FUND CLASS I FUND 893   2013-02-12 2018-12-10
1162.699 ROWE T PRICE MID CAP VALUE F COM   2004-05-10 2018-12-10
1021.197 T ROWE PRICE REAL ESTATE FUND FD 122   2016-07-14 2018-12-10
4211.777 VIRTUS SEIX FLOATING RATE HIGH INCOME FUND CLASS I   2016-08-01 2018-12-10
205.8 AMG MANAGERS LMCG SMALL CAP GROWTH FUND   2018-12-10 2019-03-12
152.823 CAMBIAR INTL EQUITY FUND-INS   2018-12-10 2019-03-12
26.984 AB CONCENTRATED GROWTH-ADV   2018-12-10 2019-03-12
15.018 BLACKROCK TOTAL RETURN-I   2018-12-10 2019-03-12
51.476 HOTCHKIS & WILEY M/C VALUE CL I   2018-12-10 2019-03-12
466.538 WCM FOCUSED INTL GROWTH-INS   2018-12-10 2019-03-12
7. ISHARES TR S&P 500 INDEX FD   2016-10-13 2019-03-12
53. ISHARES CORE MSCI EAFE ETF ETF   2018-12-10 2019-03-12
51. ISHARES CORE MSCI EMERGING MARKETS   2018-12-10 2019-03-12
163.759 MFS EMERGING MARKETS DEBT FUND CLASS I   2018-05-18 2019-03-12
100.932 PGIM HIGH YIELD FUND CLASS R6   2018-10-10 2019-03-12
12. SCHWAB US REIT ETF   2018-12-10 2019-03-12
178.318 WESTERN ASSET CORE PLUS BOND FD CLASS I FD 287   2018-12-10 2019-03-12
1. PFIZER INC XXX-XX-XXXX   2001-01-01 2019-03-20
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 742   733 9
b 487   439 48
c 621   1,247 -626
d 546   521 25
e 583   363 220
1,583   128 1,455
242   221 21
485   485  
166   136 30
1,670   1,458 212
447   369 78
788   64 724
452   443 9
226   186 40
1,151   1,247 -96
708   365 343
596   341 255
836   148 688
619   813 -194
206   248 -42
640   608 32
575   586 -11
859   907 -48
839   899 -60
783   779 4
577   341 236
673   543 130
29   25 4
38     38
1,906   423 1,483
692   334 358
564   339 225
1,818   398 1,420
629   675 -46
210   248 -38
742   547 195
578   539 39
498   350 148
1,231   871 360
773   164 609
201   261 -60
137   167 -30
152   130 22
583   415 168
476   318 158
422   279 143
646   438 208
627   500 127
164   163 1
757   675 82
230   159 71
188   209 -21
189   222 -33
179   268 -89
180   260 -80
63,829   61,220 2,609
362   168 194
162   142 20
487   389 98
36,412   27,310 9,102
1,144   950 194
567   585 -18
165   143 22
283   282 1
297   251 46
594   599 -5
899   706 193
358   397 -39
603   663 -60
596   573 23
97   109 -12
292   189 103
908   1,100 -192
904   1,075 -171
366   312 54
406   252 154
586   571 15
1,190   434 756
595   569 26
491   499 -8
89   81 8
330   293 37
88   98 -10
117   120 -3
491   448 43
45   39 6
691   459 232
11,700   12,275 -575
1   2 -1
614   685 -71
290   513 -223
612   814 -202
618   683 -65
314   503 -189
471   767 -296
632   1,260 -628
2,692   2,604 88
2,054   2,129 -75
334   565 -231
6,860   1,459 5,401
508   498 10
684   740 -56
1,564   1,327 237
1,290   1,375 -85
1,032   993 39
1,290   1,372 -82
8,726   4,132 4,594
2,648   2,050 598
1,095   1,037 58
4,379   203 4,176
1,095   1,194 -99
4,417   203 4,214
1,104   1,206 -102
1,104   1,040 64
14,096   343 13,753
7,999   200 7,799
1,091   1,203 -112
2,039   1,930 109
1,960   1,790 170
3,737   4,112 -375
905   993 -88
1,451   2,804 -1,353
2,655   1,625 1,030
6,761   1,380 5,381
1,423   1,414 9
962   565 397
2,867   2,488 379
2,226   2,779 -553
1,457   1,755 -298
371   436 -65
741   497 244
3,324   3,651 -327
1,426   1,400 26
1,515   1,691 -176
2,130   1,607 523
462   381 81
4,159   1,501 2,658
2,066   1,998 68
2,749   3,123 -374
365   435 -70
2,350   1,991 359
3,472   3,861 -389
1,297   1,157 140
3,729   3,114 615
6,432   991 5,441
429   530 -101
2,745   1,487 1,258
588   660 -72
547   577 -30
1,055   1,116 -61
3,109   3,586 -477
377   533 -156
2,264   1,851 413
720   719 1
3,242   2,327 915
3,577   4,101 -524
3,638   2,620 1,018
4,269   1,127 3,142
1,067   970 97
2,676   2,586 90
628   569 59
4,418   3,391 1,027
110   113 -3
2,121   2,026 95
92   96 -4
2,636   3,758 -1,122
3,348   1,907 1,441
3,267   2,229 1,038
3,069   4,182 -1,113
3,687   1,718 1,969
8,965   660 8,305
834   825 9
3,169   2,522 647
2,310   2,097 213
11,444   5,589 5,855
561   546 15
1,548   1,639 -91
499   579 -80
985   678 307
33   37 -4
1,879   1,977 -98
589   574 15
7,367   798 6,569
545   575 -30
3,270   2,792 478
3,186   1,861 1,325
830   1,078 -248
3,319   560 2,759
618   567 51
1,325   884 441
2,144   2,362 -218
819   929 -110
3,382   726 2,656
3,083   2,031 1,052
2,391   2,730 -339
477   522 -45
1,295   1,764 -469
2,380   2,489 -109
725   621 104
7,538   1,118 6,420
3,400   2,606 794
1,498   1,440 58
1,731   1,462 269
2,524   682 1,842
1,176   694 482
3,245   730 2,515
2,958   3,860 -902
559   651 -92
466   482 -16
1,742   2,454 -712
3,445   4,034 -589
1,658   1,459 199
4,558   5,704 -1,146
1,948   1,987 -39
3,153   4,461 -1,308
1,840   1,649 191
4,048   1,976 2,072
1,496   1,129 367
3,428   1,874 1,554
2,172   2,088 84
3,174   1,972 1,202
4,574   3,035 1,539
557   513 44
2,601   1,715 886
7,773   1,329 6,444
1,142   1,079 63
1,119   1,790 -671
479   518 -39
692   1,136 -444
3,450   1,008 2,442
2,674   2,074 600
41,328   30,406 10,922
132,088   137,386 -5,298
140,699   146,348 -5,649
49,273   51,976 -2,703
163,429   131,430 31,999
18,682   21,122 -2,440
43,044   33,553 9,491
16,487   13,067 3,420
13,353   12,203 1,150
207,111   147,705 59,406
33,707   23,280 10,427
28,532   30,881 -2,349
35,632   36,260 -628
3,783   3,422 361
3,844   3,639 205
1,002   972 30
171   168 3
1,780   1,714 66
7,213   6,588 625
1,965   1,494 471
3,177   3,006 171
2,618   2,439 179
2,324   2,311 13
541   542 -1
524   514 10
2,042   1,976 66
20   20  
      32,553
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       9
b       48
c       -626
d       25
e       220
      1,455
      21
       
      30
      212
      78
      724
      9
      40
      -96
      343
      255
      688
      -194
      -42
      32
      -11
      -48
      -60
      4
      236
      130
      4
      38
      1,483
      358
      225
      1,420
      -46
      -38
      195
      39
      148
      360
      609
      -60
      -30
      22
      168
      158
      143
      208
      127
      1
      82
      71
      -21
      -33
      -89
      -80
      2,609
      194
      20
      98
      9,102
      194
      -18
      22
      1
      46
      -5
      193
      -39
      -60
      23
      -12
      103
      -192
      -171
      54
      154
      15
      756
      26
      -8
      8
      37
      -10
      -3
      43
      6
      232
      -575
      -1
      -71
      -223
      -202
      -65
      -189
      -296
      -628
      88
      -75
      -231
      5,401
      10
      -56
      237
      -85
      39
      -82
      4,594
      598
      58
      4,176
      -99
      4,214
      -102
      64
      13,753
      7,799
      -112
      109
      170
      -375
      -88
      -1,353
      1,030
      5,381
      9
      397
      379
      -553
      -298
      -65
      244
      -327
      26
      -176
      523
      81
      2,658
      68
      -374
      -70
      359
      -389
      140
      615
      5,441
      -101
      1,258
      -72
      -30
      -61
      -477
      -156
      413
      1
      915
      -524
      1,018
      3,142
      97
      90
      59
      1,027
      -3
      95
      -4
      -1,122
      1,441
      1,038
      -1,113
      1,969
      8,305
      9
      647
      213
      5,855
      15
      -91
      -80
      307
      -4
      -98
      15
      6,569
      -30
      478
      1,325
      -248
      2,759
      51
      441
      -218
      -110
      2,656
      1,052
      -339
      -45
      -469
      -109
      104
      6,420
      794
      58
      269
      1,842
      482
      2,515
      -902
      -92
      -16
      -712
      -589
      199
      -1,146
      -39
      -1,308
      191
      2,072
      367
      1,554
      84
      1,202
      1,539
      44
      886
      6,444
      63
      -671
      -39
      -444
      2,442
      600
      10,922
      -5,298
      -5,649
      -2,703
      31,999
      -2,440
      9,491
      3,420
      1,150
      59,406
      10,427
      -2,349
      -628
      361
      205
      30
      3
      66
      625
      471
      171
      179
      13
      -1
      10
      66
       
       
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 2 278,332
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 65,402 1,548,900 0.042225
2016 76,748 1,440,541 0.053277
2015 89,729 1,463,672 0.061304
2014 64,104 1,836,532 0.034905
2013 72,208 1,436,263 0.050275
2
Total of line 1, column (d) .....................
2
0.241986
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
0.048397
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
1,549,512
5
Multiply line 4 by line 3......................
5
74,992
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
3,017
7
Add lines 5 and 6........................
7
78,009
8
Enter qualifying distributions from Part XII, line 4,.............
8
76,371
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 6,033
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 6,033
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 6,033
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 1,072
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 1,072
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 4,961
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 addressbulletSEE FOOTNOTE
    14
    The books are in care ofbulletPNC BANK NA Telephone no.bullet (412) 768-5892

    Located atbullet116 ALLEGHENY CENTER MALLPITTSBURGHPA ZIP+4bullet15212
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    PNC BANK NA TRUSTEE
    4     		18,305    
    116 ALLEGHENY CENTER MALL
    PITTSBURGH,PA15212
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    1,573,228
    b
    Average of monthly cash balances.......................
    1b
    -119
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,573,109
    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
    1,573,109
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    23,597
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,549,512
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    77,476
    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
    77,476
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    6,033
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    6,033
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    71,443
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    71,443
    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
    71,443
    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
    76,371
    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
    76,371
    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
    76,371
    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 71,443
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 70,307
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 0
    b From 2014...... 0
    c From 2015...... 0
    d From 2016...... 0
    e From 2017...... 0
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 76,371
    a Applied to 2017, but not more than line 2a 70,307
    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..... 6,064
    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 ..........     		65,379
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2014.... 0
    b Excess from 2015.... 0
    c Excess from 2016.... 0
    d Excess from 2017.... 0
    e Excess from 2018.... 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    PNC CHARITABLE TRUST GRANT REVIEW C
    300 FIFTH AVE PTPTWR292
    PITTSBURGH,PA15222
    (412) 762-5157
    bThe form in which applications should be submitted and information and materials they should include:
    PLEASE REFERENCE THE NAME OF THE TRUST IN ALL COMMUNICATIONS SEE FOOTNOTE
    cAny submission deadlines:
    SEE WEBSITE: www.pnc.com/en/about-pnc/corporate-responsibility/ philanthropy/charitable-trusts.html
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    SEE WEBSITE: www.pnc.com/en/about-pnc/corporate-responsibility/ philanthropy/charitable-trusts.html FOR SPECIFIC INFORMATION
    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
    NATIONAL COUNCIL OF JEWISH WOMEN INC
    1620 MURRAY AVENUE
    PITTSBUGH,PA15217     		NONE PC CENTER FOR WOMEN 12,500
    SOUTH HILLS INTERFAITH MINISTRIES
    5301 PARK AVENUE
    BETHEL PARK,PA15102     		NONE PC EMPOWERING ENVIRONMENT:SHIM 12,807
    URBAN IMPACT FOUNDATION
    801 UNION AVENUE 4TH FLOOR
    PITTSBURGH,PA15212     		NONE PC OPTIONS DIRECTOR 20,000
    ALLEGHENY COUNTY COURT OF COMMON PLEAS
    440 ROSS ST SUITE 5032
    PITTSBURGH,PA15222     		NONE PC FAMILY LAW CENTER OUTDOOR 25,000
    Total .................................bullet 3a 70,307
    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 40,886  
    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 ............     		    18 278,332  
    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)..   319,218  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    319,218
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 InvestmentsOtherSchedule2
    Name:
    ELIZABETH SHIRAS TW
    EIN:
    25-6347429
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MUTUAL FUNDS - FIXED AT COST 455,325 469,558
    MUTUAL FUNDS - EQUITY AT COST 1,011,845 1,037,993

    TY 2018 OtherDecreasesSchedule
    Name:
    ELIZABETH SHIRAS TW
    EIN:
    25-6347429
    Description Amount
    ADJ FOR ROUNDING TRANSACTIONS AND SALES 4


    TY 2018 OtherExpensesSchedule
    Name:
    ELIZABETH SHIRAS TW
    EIN:
    25-6347429
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MAP MANAGEMENT FEES 539 539   0
    GRANTMAKING FEES 4,234 0   4,234
    ADR SERVICE FEES 125 125   0


    TY 2018 TaxesSchedule
    Name:
    ELIZABETH SHIRAS TW
    EIN:
    25-6347429
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 413 413   0
    FEDERAL ESTIMATES - PRINCIPAL 973 0   0