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TIN:
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0052
20
19
Open to Public Inspection
For calendar year 2019, or tax year beginning
01-01-2019
, and ending
12-31-2019
Name of foundation
SALVITTI FAMILY FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)
750 EAST BEAU STREET
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WASHINGTON
,
PA
15301
A Employer identification number
25-1755617
B
Telephone number (see instructions)
(412) 768-9969
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
10,351,199
J
Accounting method:
Cash
Accrual
Other (specify)
(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)
1
Contributions, gifts, grants, etc., received (attach schedule)
275,000
2
Check
.............
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities
...
207,456
207,456
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
505,138
b
Gross sales price for all assets on line 6a
6,916,915
7
Capital gain net income (from Part IV, line 2)
...
505,138
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)
.......
2,132
12
Total.
Add lines 1 through 11
........
989,726
712,594
13
Compensation of officers, directors, trustees, etc.
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)
....
49,579
49,579
0
17
Interest
...............
0
18
Taxes (attach schedule) (see instructions)
...
499
499
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
..........
50,078
50,078
0
0
25
Contributions, gifts, grants paid
.......
2,703,300
2,703,300
26
Total expenses and disbursements.
Add lines 24 and 25
2,753,378
50,078
0
2,703,300
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-1,763,652
b
Net investment income
(if negative, enter -0-)
662,516
c
Adjusted net income
(if negative, enter -0-)
...
0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2019)
Form 990-PF (2019)
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
1
Cash—non-interest-bearing
.............
2
Savings and temporary cash investments
.........
1,106,300
419,982
419,982
3
Accounts receivable
Less: allowance for doubtful accounts
0
0
4
Pledges receivable
Less: allowance for doubtful accounts
5
Grants receivable
.................
6
Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)
.....
7
Other notes and loans receivable (attach schedule)
Less: allowance for doubtful accounts
0
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
10a
Investments—U.S. and state government obligations (attach schedule)
b
Investments—corporate stock (attach schedule)
.......
4,371,923
2,904,977
4,671,435
c
Investments—corporate bonds (attach schedule)
.......
3,019,073
3,349,022
3,559,353
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
1,682,257
1,449,634
1,700,429
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
10,179,553
8,123,615
10,351,199
17
Accounts payable and accrued expenses
..........
18
Grants payable
.................
19
Deferred revenue
.................
20
Loans from officers, directors, trustees, and other disqualified persons
21
Mortgages and other notes payable (attach schedule)
......
22
Other liabilities (describe
)
23
Total liabilities
(add lines 17 through 22)
.........
0
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
25
Net assets with donor restrictions
............
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
10,179,553
8,123,615
27
Paid-in or capital surplus, or land, bldg., and equipment fund
28
Retained earnings, accumulated income, endowment, or other funds
29
Total net assets or fund balances
(see instructions)
.....
10,179,553
8,123,615
30
Total liabilities and net assets/fund balances
(see instructions)
.
10,179,553
8,123,615
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 29 (must agree with end-of-year figure reported on prior year’s return)
...............
1
10,179,553
2
Enter amount from Part I, line 27a
.....................
2
-1,763,652
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3
..........................
4
8,415,901
5
Decreases not included in line 2 (itemize)
5
292,286
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
8,123,615
Form
990-PF
(2019)
Form 990-PF (2019)
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
4000. CAMPBELL SOUP CO
2018-11-12
2019-01-11
b
2286. CVS CAREMARK CORP
2018-11-29
2019-01-15
c
250. HOME DEPOT INC COM
2013-01-08
2019-01-17
d
800. MCCORMICK & CO INC COM NON VTG
2018-10-19
2019-01-24
e
350000. USA TREASURY NOTE VAR% DUE 01/31/2019
2018-02-23
2019-01-31
400. J P MORGAN CHASE & CO COM
2018-08-23
2019-02-05
200. S&P GLOBAL INC
2017-01-26
2019-02-05
200. VISA INC CLASS A SHARES
2011-12-21
2019-02-05
1750. ABBVIE INC
2019-01-15
2019-02-06
4800. NATIONAL OIL-WELL INC COM
2019-01-11
2019-03-11
37787.34 METROPOLITAN WEST UNCONSTRAINED BOND FUND CLASS I
2016-08-08
2019-03-18
300. BURLINGTON STORES INC
2018-03-13
2019-03-19
2300. DELTA AIR LINES INC
2018-08-23
2019-03-19
700. DELTA AIR LINES INC
2018-10-01
2019-03-19
50. ESSEX PPTY TR INC REIT
2018-04-04
2019-03-19
150. EXTRA SPACE STORAGE INC
2018-04-04
2019-03-19
900. NORFOLK SOUTHN CORP COM
2019-01-15
2019-03-19
1700. OCCIDENTAL PETE CORP COM
2018-03-26
2019-03-19
1. PFIZER INC XXX-XX-XXXX
2001-01-01
2019-03-20
2482. CENTENE CORP
2018-04-13
2019-03-29
600. CITIGROUP INC
2018-10-01
2019-03-29
2100. CITIGROUP INC
2017-06-01
2019-03-29
650. GENERAL DYNAMICS CORP
2016-08-08
2019-03-29
200. HOME DEPOT INC COM
2013-01-08
2019-03-29
150. UNITEDHEALTH GROUP INC COM
2016-12-01
2019-03-29
600. ABBOTT LABORATORIES INC
2017-01-26
2019-04-05
50. APPLE INC
2011-06-02
2019-04-05
500. BANK OF AMERICA CORP
2017-01-09
2019-04-05
100. BOEING CO
2018-08-23
2019-04-05
300. BURLINGTON STORES INC
2018-03-13
2019-04-05
200. CDW CORP/DE
2019-02-06
2019-04-05
200. CISCO SYS INC COM
2018-08-23
2019-04-05
50. COSTCO WHSL CORP NEW COM
2019-02-19
2019-04-05
9842.52 EATON VANCE GLOBAL MACRO ABSOLUTE RETURN ADVANTAGE FUND
2018-05-30
2019-04-05
400. JACOBS ENGINEERING GROUP INC
2018-03-13
2019-04-05
100. MCDONALDS CORP COM
2018-10-15
2019-04-05
200. MICROSOFT CORP
2018-08-23
2019-04-05
200. PAYPAL HOLDINGS INC-W/I
2018-10-23
2019-04-05
100. S&P GLOBAL INC
2017-01-26
2019-04-05
100. THERMO ELECTRON CORP COM
2018-03-13
2019-04-05
200. VISA INC CLASS A SHARES
2011-12-21
2019-04-05
100. BOEING CO
2018-08-23
2019-04-08
50. BOEING CO
2017-12-14
2019-04-08
150. UNITEDHEALTH GROUP INC COM
2016-12-01
2019-04-11
100. UNITEDHEALTH GROUP INC COM
2016-12-01
2019-04-16
350000. USA TREASURY NOTES VAR% DUE 04/30/2019
2018-02-23
2019-04-30
125000. CATERPILLAR FINL SERVICE SER MTN UNSC
2016-12-05
2019-05-18
1300. CSX CORP COM
2019-04-18
2019-05-20
500. AT&T INC
2019-03-11
2019-05-21
150. AMERICAN WATER WORKS CO INC
2019-03-19
2019-05-21
100. CHEVRON CORPORATION
2016-12-01
2019-05-21
1000. DISCOVERY INC CLASS A
2019-04-02
2019-05-21
100. JOHNSON & JOHNSON COM
2018-12-10
2019-05-21
50. NEXTERA ENERGY INC
2018-11-13
2019-05-21
250. TC ENERGY CORPORATION SEDOL BJMY6F9
2019-04-16
2019-05-21
400. VERIZON COMMUNICATIONS COM
2019-03-19
2019-05-21
1600. VALERO ENERGY CORP NEW COM
2017-05-26
2019-05-24
600. AT&T INC
2019-03-11
2019-05-29
200. BURLINGTON STORES INC
2018-03-13
2019-05-29
150. CHEVRON CORPORATION
2016-12-01
2019-05-29
1000. DISCOVERY INC CLASS A
2019-04-02
2019-05-29
1300. ISHARES CORE MSCI EAFE ETF ETF
2017-06-02
2019-05-29
2000. ISHARES CORE MSCI EMERGING MARKETS
2017-06-26
2019-05-29
400. JACOBS ENGINEERING GROUP INC
2018-03-13
2019-05-29
200. JOHNSON & JOHNSON COM
2018-12-10
2019-05-29
100. PROCTER & GAMBLE CO
2018-10-29
2019-05-29
400. VERIZON COMMUNICATIONS COM
2019-03-19
2019-05-29
800. CISCO SYS INC COM
2018-08-23
2019-06-03
200000. USA TREASURY NOTES TREASURY INLATION PROTECTN SECS
2018-02-23
2019-07-15
150. ESSEX PPTY TR INC REIT
2018-04-04
2019-07-22
250. EXTRA SPACE STORAGE INC
2018-04-04
2019-07-22
350000. USA TREASURY NOTES VAR% DUE 07/31/2019
2018-02-23
2019-07-31
1000. AMPHENOL CORP NEW CL A
2019-07-22
2019-08-01
900. ALEXION PHARMACEUTICALS INC
2019-07-22
2019-08-05
1000. VEEVA SYSTEMS INC-CLASS A
2019-03-19
2019-08-05
300. ABBOTT LABORATORIES INC
2017-01-26
2019-09-09
116. APPLE INC
2011-06-02
2019-09-09
3000. BERRY GLOBAL GROUP INC
2019-08-08
2019-09-09
200. MICROSOFT CORP
2018-08-23
2019-09-09
200. S&P GLOBAL INC
2017-01-26
2019-09-09
300. VISA INC CLASS A SHARES
2011-12-21
2019-09-09
500. AMGEN INC
2019-08-12
2019-09-17
300. CISCO SYS INC COM
2018-08-17
2019-09-17
50. COSTCO WHSL CORP NEW COM
2019-02-19
2019-09-17
100. DIAMOND BACK ENERGY INC
2017-08-02
2019-09-17
200. DISNEY WALT CO
2019-04-09
2019-09-17
100. MCDONALDS CORP COM
2018-10-15
2019-09-17
200. MERCK & CO INC
2019-08-14
2019-09-17
100. PAYPAL HOLDINGS INC-W/I
2018-10-23
2019-09-17
100. S&P GLOBAL INC
2017-01-26
2019-09-17
250. AMERICAN TOWER CORP
2019-07-22
2019-09-26
100. DISNEY WALT CO
2019-04-09
2019-09-26
50. FACEBOOK INC
2019-02-05
2019-09-26
200. AMERICAN WATER WORKS CO INC
2019-03-19
2019-10-03
700. CISCO SYS INC COM
2018-08-17
2019-10-03
900. DIAMOND BACK ENERGY INC
2017-08-02
2019-10-03
2000. DISCOVERY INC CLASS A
2019-04-02
2019-10-03
300. PAYPAL HOLDINGS INC-W/I
2018-10-23
2019-10-03
90. UNITED TECHNOLOGIES CORP COM
2016-09-09
2019-10-03
100. VISA INC CLASS A SHARES
2011-12-21
2019-10-03
350. BOEING CO
2017-12-14
2019-10-21
150000. HONEYWELL INTERNATIONAL UNSC
2016-12-05
2019-10-30
50000. GOLDMAN SACHS SPX NOTE 125% PART 27.75% CAP 35%
2018-10-09
2019-12-03
100000. BB&T CORPORATION CALL 12/15/2019 @ 100.
2019-02-20
2019-12-16
100000. BB&T CORPORATION CALL 12/15/2019 @ 100.
2019-10-30
2019-12-16
150. APPLE INC
2011-06-02
2019-12-17
50. BURLINGTON STORES INC
2018-03-13
2019-12-17
100. MICROSOFT CORP
2017-02-28
2019-12-17
100. S&P GLOBAL INC
2017-01-26
2019-12-17
100. VISA INC CLASS A SHARES
2011-12-21
2019-12-17
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
140,064
160,047
-19,983
b
146,329
182,942
-36,613
c
43,273
15,822
27,451
d
97,249
112,424
-15,175
e
350,000
350,000
41,431
45,900
-4,469
38,881
24,368
14,513
28,437
5,036
23,401
138,018
148,468
-10,450
127,098
140,114
-13,016
444,379
450,000
-5,621
43,917
38,249
5,668
117,844
130,934
-13,090
35,866
40,544
-4,678
14,255
12,098
2,157
14,823
12,921
1,902
164,290
146,397
17,893
114,893
112,980
1,913
668
25
643
130,291
131,794
-1,503
37,259
43,692
-6,433
130,407
127,974
2,433
109,706
96,249
13,457
38,320
12,658
25,662
36,845
24,124
12,721
47,327
24,506
22,821
9,827
2,510
7,317
14,642
11,343
3,299
39,504
34,808
4,696
46,877
38,249
8,628
20,136
17,074
3,062
11,080
9,204
1,876
12,322
10,950
1,372
96,260
100,000
-3,740
30,558
24,030
6,528
19,047
16,407
2,640
23,974
21,542
2,432
21,002
16,986
4,016
21,480
12,184
9,296
27,571
21,512
6,059
31,600
5,009
26,591
37,392
34,808
2,584
18,696
14,791
3,905
36,245
24,124
12,121
22,179
16,082
6,097
350,000
350,000
125,000
123,495
1,505
101,762
103,137
-1,375
16,221
15,128
1,093
16,837
15,694
1,143
12,165
11,475
690
27,574
27,503
71
13,887
14,399
-512
10,016
8,893
1,123
12,197
11,635
562
23,714
23,204
510
121,038
101,600
19,438
19,149
18,153
996
29,036
25,499
3,537
17,400
17,213
187
27,329
27,503
-174
77,248
81,425
-4,177
96,543
101,197
-4,654
29,571
24,030
5,541
25,882
28,798
-2,916
10,444
8,893
1,551
23,280
23,204
76
41,635
36,814
4,821
239,598
200,000
39,598
44,219
36,295
7,924
27,134
21,535
5,599
350,000
350,000
92,868
97,026
-4,158
98,207
110,457
-12,250
157,448
121,179
36,269
25,222
12,253
12,969
24,917
5,736
19,181
114,652
127,950
-13,298
27,347
21,542
5,805
52,204
24,368
27,836
54,131
7,514
46,617
97,003
103,353
-6,350
14,985
13,735
1,250
14,476
10,950
3,526
10,472
9,583
889
27,163
23,356
3,807
20,797
16,407
4,390
16,448
16,875
-427
10,678
8,493
2,185
24,996
12,184
12,812
55,906
51,552
4,354
13,040
11,678
1,362
8,932
8,572
360
24,695
20,926
3,769
32,353
32,049
304
74,059
86,247
-12,188
52,699
55,005
-2,306
29,852
25,479
4,373
11,773
9,283
2,490
16,997
2,505
14,492
115,941
103,534
12,407
150,000
148,842
1,158
56,830
50,000
6,830
100,000
99,672
328
100,000
100,000
41,968
7,417
34,551
11,238
6,375
4,863
15,553
6,390
9,163
27,399
12,184
15,215
18,647
2,505
16,142
13,878
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
-19,983
b
-36,613
c
27,451
d
-15,175
e
-4,469
14,513
23,401
-10,450
-13,016
-5,621
5,668
-13,090
-4,678
2,157
1,902
17,893
1,913
643
-1,503
-6,433
2,433
13,457
25,662
12,721
22,821
7,317
3,299
4,696
8,628
3,062
1,876
1,372
-3,740
6,528
2,640
2,432
4,016
9,296
6,059
26,591
2,584
3,905
12,121
6,097
1,505
-1,375
1,093
1,143
690
71
-512
1,123
562
510
19,438
996
3,537
187
-174
-4,177
-4,654
5,541
-2,916
1,551
76
4,821
39,598
7,924
5,599
-4,158
-12,250
36,269
12,969
19,181
-13,298
5,805
27,836
46,617
-6,350
1,250
3,526
889
3,807
4,390
-427
2,185
12,812
4,354
1,362
360
3,769
304
-12,188
-2,306
4,373
2,490
14,492
12,407
1,158
6,830
328
34,551
4,863
9,163
15,215
16,142
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
505,138
3
Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8
...................
3
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)
If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
Yes
No
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1
Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2018
635,014
12,246,309
0.051854
2017
453,100
11,563,680
0.039183
2016
419,500
10,682,732
0.039269
2015
249,150
10,435,401
0.023875
2014
722,481
9,524,490
0.075855
2
Total
of line 1, column (d)
.....................
2
0.230036
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
0.046007
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
10,941,756
5
Multiply line 4 by line 3
......................
5
503,397
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
6,625
7
Add lines 5 and 6
........................
7
510,022
8
Enter qualifying distributions from Part XII, line 4
,.............
8
2,703,300
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
(2019)
Form 990-PF (2019)
Page
4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a
Exempt operating foundations described in section 4940(d)(2), check here
and enter “N/A" on line 1.
Date of ruling or determination letter:
(attach copy of letter if necessary–see instructions)
b
Domestic foundations that meet the section 4940(e) requirements in Part V, check
1
6,625
here
and 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
6,625
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
6,625
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
5,988
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
5,988
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
0
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
637
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
0
Refunded
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.
$
(2)
On foundation managers.
$
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
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)
PA
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 2019 or the taxable year beginning in 2019? 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
Yes
Form
990-PF
(2019)
Form 990-PF (2019)
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 address
N/A
14
The books are in care of
PNC BANK NA AGENT
Telephone no.
(412) 768-9969
Located at
116 ALLEGHENY CENTER MALL
PITTSBURGH
PA
ZIP+4
15212
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over
Yes
No
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
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?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(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)?
...............
Yes
No
(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.)
.......
Yes
No
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
Organizations relying on a current notice regarding disaster assistance check here
........
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 2019?
.............
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 2019, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2019?
.............
Yes
No
If "Yes," list the years
20
,
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.
20
,
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?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2019 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 2019.)
..................
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 2019?
4b
No
Form
990-PF
(2019)
Form 990-PF (2019)
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))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
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
Organizations relying on a current notice regarding disaster assistance check here
.........
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?
..........
Yes
No
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?
.....................
Yes
No
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?
Yes
No
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?
.................
Yes
No
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
DIANE C GARDNER
SECRETARY
1
0
TOWNHOUSE SQUARE E-109 1101 S COL
MARCO ISLAND
,
FL
34145
E RONALD SALVITTI II
VICE PRESIDENT
1
0
600 LEMOYNE AVENUE EXT
WASHINGTON
,
PA
15301
E RONALD SALVITTI MD
PRESIDENT
1
0
600 LEMOYNE AVENUE EXT
WASHINGTON
,
PA
15301
RAYMOND J POPECK
TREASURER
1
0
96 NORTH MAIN STREET
WASHINGTON
,
PA
15301
2
Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a)
Name and address of each employee paid more than $50,000
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(d)
Contributions to
employee benefit
plans and deferred
compensation
(e)
Expense account,
other allowances
NONE
Total
number of other employees paid over $50,000
...................
0
Form
990-PF
(2019)
Form 990-PF (2019)
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
.............
0
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
.........................
Form
990-PF
(2019)
Form 990-PF (2019)
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
11,108,382
b
Average of monthly cash balances
.......................
1b
0
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
11,108,382
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
11,108,382
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
166,626
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
10,941,756
6
Minimum investment return.
Enter 5% of line 5
..................
6
547,088
Part XI
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part X, line 6
....................
1
547,088
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
6,625
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
6,625
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
540,463
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
540,463
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
540,463
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
2,703,300
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
2,703,300
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
6,625
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
2,696,675
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
(2019)
Form 990-PF (2019)
Page
9
Part XIII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2018
(c)
2018
(d)
2019
1
Distributable amount for 2019 from Part XI, line 7
540,463
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
492,621
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
0
b
From 2015
......
0
c
From 2016
......
0
d
From 2017
......
0
e
From 2018
......
0
f
Total
of lines 3a through e
........
0
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
2,703,300
a
Applied to 2018, but not more than line 2a
492,621
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 2019 distributable amount
.....
540,463
e
Remaining amount distributed out of corpus
1,670,216
5
Excess distributions carryover applied to 2019.
0
0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
1,670,216
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 2018. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
f
Undistributed income for 2019. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2020
..........
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 2014 not
applied on line 5 or line 7 (see instructions)
...
0
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
1,670,216
10
Analysis of line 9:
a
Excess from 2015
....
0
b
Excess from 2016
....
0
c
Excess from 2017
....
0
d
Excess from 2018
....
0
e
Excess from 2019
....
1,670,216
Form
990-PF
(2019)
Form 990-PF (2019)
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 2019, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
2a
Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part X for each
year listed
..........
Tax year
Prior 3 years
(e) Total
(a)
2019
(b)
2018
(c)
2017
(d)
2016
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.)
1
Information Regarding Foundation Managers:
a
List 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).)
E RONALD SALVITTI MD
b
List 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.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or email address of the person to whom applications should be addressed:
b
The form in which applications should be submitted and information and materials they should include:
c
Any submission deadlines:
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form
990-PF
(2019)
Form 990-PF (2019)
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)
a
Paid during the year
CITY MISSION
84 W WHEELING STREET
WASHINGTON
,
PA
15301
NONE
PC
GENERAL SUPPORT
2,500
ORCHARDVIEW STABLES
5179 WEXFORD RUN ROAD
WEXFORD
,
PA
15090
NONE
PC
GENERAL SUPPORT
1,000
PRESBYTERIAN SENIOR CARE FOUNDATION
1215 HULTON ROAD
OAKMONT
,
PA
15139
NONE
PC
GENERAL SUPPORT
35,000
WASHINGTON CHRISTIAN OUTREACH
119 HIGHLAND AVENUE
WASHINGTON
,
PA
15301
NONE
PC
GENERAL SUPPORT
10,000
AMERICAN SOCIETY OF CATARACT
AND REFRACTIVE SURGERY
4000 LEGATO ROAD 700
FAIRFAX
,
VA
22033
NONE
PC
GENERAL SUPPORT
5,000
ST BENEDICT THE ABBOT CHURCH
120 ABINGTON DRIVE
MCMURRAY
,
PA
15317
NONE
PC
GENERAL SUPPORT
10,000
SOUTH STRABANE FIRE DEPARTMENT
550 WASHINGTON ROAD
WASHINGTON
,
PA
15301
NONE
PC
GENERAL SUPPORT
10,000
EYE AND EAR FOUNDATION
203 LOTHROP ST
PITTSBURGH
,
PA
15213
NONE
PC
GENERAL SUPPORT
150,000
THE PENNINGTON SCHOOL
3500 N BROAD ST
PHILADELPHIA
,
PA
19140
NONE
PC
GENERAL SUPPORT
10,000
ST LOUISE DEMARILLAC SCHOOL
312 MCMURRAY ROAD
PITTSBURGH
,
PA
15241
NONE
PC
GENERAL SUPPORT
20,000
BRONSON HOUSE-THE NEIGHBORHOOD
308 EAST MAIDEN STREET
WASHINGTON
,
PA
15301
NONE
PC
GENERAL SUPPORT
5,000
WASHINGTON SYMPHONY ORCHESTRA
1225 I STREET NW SUITE 110
WASHINGTON
,
DC
20005
NONE
PC
GENERAL SUPPORT
1,000
PITTSBURGH SYMPHONY ORCHESTRA
600 PENN AVENUE
PITTSBURGH
,
PA
15222
NONE
PC
2014-2015 EDUCATION
1,000
WASHINGTON CITY MISSION
84 WEST WHEELING ST
WASHINGTON
,
PA
15301
NONE
PC
GENERAL SUPPORT
7,500
WASHINGTON AND JEFFERSON COLLEGE
60 S LINCOLN STREET
WASHINGTON
,
PA
15301
NONE
PC
GENERAL SUPPORT
2,035,000
THE FOUNDATION OF THE AMERICAN ACACDEMY
OF OPHTHALMOLOGY
655 BEACH STREET
SAN FRANCISCO
,
CA
941091336
NONE
PC
GENERAL SUPPORT
2,500
CENTRAL CATHOLIC HIGH SCHOOL
320 BILMAR DRIVE
PITTSBURGH
,
PA
15212
NONE
PC
GENERAL SUPPORT
15,000
AMERICAN HEART ASSOCIATION
777 PENN CENTER BLVD STE 20
PITTSBURGH
,
PA
15235
NONE
PC
GENERAL SUPPORT
1,000
ARC WASHINGTON FOUNDATION
201 S JOHNSON ROAD
HOUSTON
,
PA
15342
NONE
PC
GENERAL SUPPORT
2,500
DOMESTIC VIOLENCE SERVICES OF
SOUTH WESTERN PA
308 EAST MAIDEN STREET
WASHINGTON
,
PA
15301
NONE
PC
GENERAL SUPPORT
10,000
BENTLEYVILLE PUBLIC LIBRARY
931 MAIN STREET
BENTLEYVILLE
,
PA
15314
NONE
PC
GENERAL SUPPORT
15,000
BIG BROTHERS & BIG SISTERS OF GTR PITTSB
58 E CHEERY AVE
WASHINGTON
,
PA
15301
NONE
PC
GENERAL SUPPORT
2,000
THE BRADFORD HOUSE HISTORICAL
1415 JEFFERSON AVE
WASHINGTON
,
PA
15301
NONE
PC
GENERAL SUPPORT
2,500
CASA FOR KIDS INC
30 EAST BEAU STREET
WASHINGTON
,
PA
15301
NONE
PC
GENERAL SUPPORT
2,000
CATHOLIC CHARITIES OF WASHINGTON COUNTY
331 S MAIN STREET
WASHINGTON
,
PA
15301
NONE
PC
GENERAL SUPPORT
5,000
CITIZEN'S LIBRARY
55 SOUTH COLLEGE STREET
WASHINGTON
,
PA
15301
NONE
PC
GENERAL SUPPORT
2,000
CLELIAN HEIGHTS
135 CLELIAN HEIGHTS LN
GREENSBURG
,
PA
15601
NONE
PC
GENERAL SUPPORT
2,000
EXTRA MILE EDUCATION FOUNDATION
111 BLVD OF THE ALLIES
PITTSBURGH
,
PA
152221618
NONE
PC
GENERAL SUPPORT
2,500
BLIND AND VISION REHABILITATION
1800 WEST ST
HOMESTEAD
,
PA
15120
NONE
PC
GENERAL SUPPORT
2,500
JOHN F KENNEDY SCHOOL
111 W SPRUCE STREET
WASHINGTON
,
PA
15301
NONE
PC
GENERAL SUPPORT
5,000
JUNIOR ACHIEVEMENT
120 MARSHALL DRIVE
WARRENDALE
,
PA
15086
NONE
PC
GENERAL SUPPORT
3,000
JUVENILE DIABETES FOUNDATION
960 PENN AVENUE
PITTSBURGH
,
PA
15222
NONE
PC
GENERAL SUPPORT
2,000
MARIO LEMIEUX FOUNDATION
1010 NEVELLEWOOD DRIVE
PRESTO
,
PA
15142
NONE
PC
GENERAL SUPPORT
5,000
MAKE A WISH
707 GRANT STREET 37TH FLOOR
PITTSBURGH
,
PA
15219
NONE
PC
GENERAL SUPPORT
8,800
MEALS ON WHEELS WASHINGTON
5901 E CAPITOL ST SE
WASHINGTON
,
DC
20019
NONE
PC
GENERAL SUPPORT
2,000
PITTSBURGH OPERA
801 PENN AVENUE
PITTSBURGH
,
PA
15222
NONE
PC
GENERAL SUPPORT
5,000
THE SALVATION ARMY
PO BOX 246
WASHINGTON
,
PA
15301
NONE
PC
GENERAL SUPPORT
1,000
SETON HILL UNIVERSITY
SETON HILL DRIVE
GREENSBURG
,
PA
15601
NONE
PC
GENERAL SUPPORT
20,000
SETON HILL SISTERS OF CHARITY
SETON HILL DRIVE
GREENSBURG
,
PA
15601
NONE
PC
GENERAL SUPPORT
5,000
SHADYSIDE ACADEMY
423 FOX CHAPEL ROAD
PITTSBURGH
,
PA
15238
NONE
PC
GENERAL SUPPORT
30,500
UNITED CEREBRAL PALSY OF SW PA
655 JEFFERSON AVENUE
WASHINGTON
,
PA
15301
NONE
PC
GENERAL SUPPORT
2,000
WASHINGTON GREATER COUNTY FOOD BANK
1020 ROUTE 519
EIGHTY FOUR
,
PA
15330
NONE
PC
GENERAL SUPPORT
7,000
WASHINGTON CHRISTIAN OUTREACH
440 FIRST STREET NW SUITE 600
WASHINGTON
,
DC
20001
NONE
PC
GENERAL SUPPORT
47,500
BOY SCOUTS OF AMERICA
1325 WEST WALNUT HILL LANE
IRVING
,
TX
750152079
NONE
PC
GENERAL SUPPORT
1,500
UNIVERSITY OF PITTSBURGH
4200 5TH STREET
PITTSBURGH
,
PA
15213
NONE
PC
GENERAL SUPPORT
30,000
WATCHFUL SHEPHERD USA
600 WATERDAM PLAZA STE 240
MCMURRAY
,
PA
15317
NONE
PC
GENERAL SUPPORT
2,000
OAKLAND CATHOLIC HIGH SCHOOL
144 N CRAIG ST
PITTSBURGH
,
PA
15213
NONE
PC
GENERAL SUPPORT
10,000
TEMPLE UNIVERSITY MEDICAL FUND
PO BOX 827651
PHILADELPHIA
,
PA
191827651
NONE
PC
GENERAL SUPPORT
115,000
ITAM
493 CHARLES STREET
CHARLEROI
,
PA
15022
NONE
PC
GENERAL SUPPORT
1,500
WAYNESBURG COLLEGE
51 W COLLEGE STREET
WAYNESBURG
,
PA
15370
NONE
PC
GENERAL SUPPORT
5,000
WASHINGTON PROF FIREFIGHTERS
ASSN
45 WEST WHEELING STREET
WASHINGTON
,
PA
15301
NONE
PC
GENERAL SUPPORT
2,500
COLUMBIA UNIVERSITY
116TH STREET BROADWAY
NEW YORK
,
NY
10027
NONE
PC
GENERAL SUPPORT
12,500
WASHINGTON COUNTY HISTORICAL
SOCIETY
49 E MAIDEN STREET
WASHINGTON
,
PA
15301
NONE
PC
GENERAL SUPPORT
5,000
WASHINGTON HEALTH SYSTEM
155 WILSON AVENUE
WASHINGTON
,
PA
15301
NONE
PC
GENERAL SUPPORT
5,000
Total
.................................
3a
2,703,300
b
Approved for future payment
Total
.................................
3b
Form
990-PF
(2019)
Form 990-PF (2019)
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.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees 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
207,456
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not 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
505,138
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
FEDERAL TAX REFUND
14
2,132
b
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
714,726
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
714,726
(See worksheet in line 13 instructions to verify calculations.)
Part XVI-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form
990-PF
(2019)
Form 990-PF (2019)
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?
...........
Yes
No
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.
May the IRS discuss this return
with the preparer shown below
(see instr.)
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's Signature
Date
Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-PF
(2019)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description