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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
10-01-2019
, and ending
09-30-2020
Name of foundation
WILLIAM B MCLAUGHLIN CHARITABLE TRUST
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
,
PA
15212
A Employer identification number
25-6842434
B
Telephone number (see instructions)
(412) 807-3309
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)
$
2,837,302
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)
2
Check
.............
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities
...
49,539
49,539
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
199,167
b
Gross sales price for all assets on line 6a
801,593
7
Capital gain net income (from Part IV, line 2)
...
199,167
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)
.......
5,000
12
Total.
Add lines 1 through 11
........
253,706
248,706
13
Compensation of officers, directors, trustees, etc.
29,663
20,764
8,899
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)
...
2,701
98
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)
.......
4,441
2,441
2,000
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
36,805
23,303
0
10,899
25
Contributions, gifts, grants paid
.......
109,900
109,900
26
Total expenses and disbursements.
Add lines 24 and 25
146,705
23,303
0
120,799
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
107,001
b
Net investment income
(if negative, enter -0-)
225,403
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
.........
116,580
127,516
127,516
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)
.......
776,320
707,785
1,015,191
c
Investments—corporate bonds (attach schedule)
.......
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
1,304,782
1,469,373
1,694,595
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)
2,197,682
2,304,674
2,837,302
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
........
2,193,387
2,302,859
27
Paid-in or capital surplus, or land, bldg., and equipment fund
28
Retained earnings, accumulated income, endowment, or other funds
4,295
1,815
29
Total net assets or fund balances
(see instructions)
.....
2,197,682
2,304,674
30
Total liabilities and net assets/fund balances
(see instructions)
.
2,197,682
2,304,674
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
2,197,682
2
Enter amount from Part I, line 27a
.....................
2
107,001
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3
..........................
4
2,304,683
5
Decreases not included in line 2 (itemize)
5
9
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
2,304,674
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
26. BIOMARIN PHARMACEUTICAL INC
2014-12-11
2019-10-01
b
32. BIOMARIN PHARMACEUTICAL INC
2015-10-01
2019-10-01
c
7. PAYPAL HOLDINGS INC-W/I
2017-12-11
2019-10-01
d
7. PAYPAL HOLDINGS INC-W/I
2018-10-30
2019-10-01
e
21. CSX CORP COM
2018-07-25
2019-10-03
20. CSX CORP COM
2018-10-26
2019-10-03
20. UNITED RENTALS INC COM
2017-02-03
2019-10-03
40. BP PLC SPONSORED ADR
2019-02-21
2019-10-10
65. PFIZER INC COM
2015-11-30
2019-10-10
63. TENCENT HOLDINGS LTD UNSPON ADR
2018-03-22
2019-10-10
2. BP PLC SPONSORED ADR
2019-03-01
2019-10-11
42. PFIZER INC COM
2017-11-16
2019-10-11
40. TENCENT HOLDINGS LTD UNSPON ADR
2018-03-22
2019-10-11
42. TENCENT HOLDINGS LTD UNSPON ADR
2018-03-22
2019-10-16
7. BOEING CO
2011-04-19
2019-10-21
24. PAYPAL HOLDINGS INC-W/I
2018-10-30
2019-10-23
23. TENCENT HOLDINGS LTD UNSPON ADR
2018-11-08
2019-10-25
16. TENCENT HOLDINGS LTD UNSPON ADR
2018-10-11
2019-10-25
28. TENCENT HOLDINGS LTD UNSPON ADR
2018-11-08
2019-10-28
6. CROWN CASTLE INTL CORP
2018-10-08
2019-10-30
25. SQUARE INC - A
2018-12-24
2019-11-01
25. CELANESE CORP
2018-05-17
2019-11-04
2. CELANESE CORP
2019-02-04
2019-11-04
48. CISCO SYS INC COM
2014-04-11
2019-11-04
3. CISCO SYS INC COM
2019-07-19
2019-11-04
15. CROWN CASTLE INTL CORP
2018-11-28
2019-11-05
1. CROWN CASTLE INTL CORP
2018-10-08
2019-11-05
5. ILLUMINA INC COM
2015-04-22
2019-11-07
11. AMERICAN TOWER CORP
2018-12-07
2019-11-08
4. AMERICAN TOWER CORP
2018-12-17
2019-11-22
2. AMERICAN TOWER CORP
2019-08-02
2019-11-22
11. AMERICAN TOWER CORP
2019-08-02
2019-11-27
21. SAGE THERAPEUTICS INC
2019-02-13
2019-12-05
9. EDWARDS LIFESCIENCES CORP
2018-10-15
2019-12-12
13. HOME DEPOT INC COM
2017-03-02
2019-12-12
23. MARSH & MCLENNAN COS INC COM
2016-09-06
2019-12-13
41. PROGRESSIVE CORP OHIO
2019-01-29
2019-12-13
.635 TRUIST FINANCIAL CORP
2016-05-23
2019-12-19
3. TESLA INC
2017-04-25
2019-12-31
6. FLEETCOR TECHNOLOGIES INC
2014-09-16
2020-01-07
6. BOEING CO
2014-06-05
2020-01-09
11. DISNEY WALT CO
2019-05-15
2020-01-13
4. FLEETCOR TECHNOLOGIES INC
2014-10-14
2020-01-13
5. QUALCOMM
2019-04-17
2020-01-13
5. COSTCO WHSL CORP NEW COM
2014-12-10
2020-01-15
5. ADOBE SYSTEMS INC
2014-11-06
2020-01-22
13. DISNEY WALT CO
2019-05-15
2020-01-22
7. SERVICE NOW INC
2018-10-19
2020-01-22
20. NOVARTIS AG SPONSORED ADR
2019-12-09
2020-01-24
20. QUALCOMM
2019-04-17
2020-01-24
21. DANAHER CORP
2018-08-21
2020-01-28
2. DANAHER CORP
2019-02-04
2020-01-28
4. DANAHER CORP
2018-10-15
2020-01-28
8. DISCOVER FINANCIAL W/I
2019-07-29
2020-01-28
27. DISCOVER FINANCIAL W/I
2019-07-29
2020-01-28
7. ILLUMINA INC COM
2017-02-01
2020-01-28
18. LOWES COMPANIES INC
2016-09-06
2020-01-28
6. ADIDAS AG SPONSORED ADR
2019-08-01
2020-01-29
11. ADOBE SYSTEMS INC
2014-11-06
2020-01-29
40. AIRBUS SE ADR
2019-02-21
2020-01-29
16. ALIBABA GROUP HOLDING LTD ADR SEDOL BP41ZD1
2016-05-02
2020-01-29
3. ALPHABET INC/CA-CL C
2015-07-14
2020-01-29
3. ALPHABET INC/CA-CL A
2015-07-14
2020-01-29
4. AMAZON.COM INC
2015-10-06
2020-01-29
23. APPLE INC
2014-08-14
2020-01-29
31. ASTRAZENECA PLC SPONS ADR
2018-05-16
2020-01-29
6. BOEING CO
2014-06-05
2020-01-29
13. BOSTON SCIENTIFIC CORP
2019-12-12
2020-01-29
2. BROADCOM INC
2017-03-09
2020-01-29
1. CHIPOTLE MEXICAN GRIL CL A
2018-06-08
2020-01-29
4. CONSTELLATION BRANDS INC CL A
2019-04-05
2020-01-29
7. COSTCO WHSL CORP NEW COM
2016-01-13
2020-01-29
5. COUPA SOFTWARE INC
2019-10-08
2020-01-29
8. DANAHER CORP
2019-02-27
2020-01-29
3. DEXCOM INC
2019-08-16
2020-01-29
8. DISNEY WALT CO
2019-05-31
2020-01-29
4. EDWARDS LIFESCIENCES CORP
2018-10-18
2020-01-29
27. FACEBOOK INC
2014-06-19
2020-01-29
5. FLEETCOR TECHNOLOGIES INC
2014-12-17
2020-01-29
5. GUARDANT HEALTH INC
2019-05-28
2020-01-29
5. HOME DEPOT INC COM
2017-05-16
2020-01-29
4. ILLUMINA INC COM
2017-03-14
2020-01-29
5. INTUITIVE SURGICAL INC
2018-07-11
2020-01-29
7. J P MORGAN CHASE & CO COM
2017-07-05
2020-01-29
31. KERING S A ADR
2017-10-30
2020-01-29
10. LAUDER ESTEE COS INC CL A
2017-07-27
2020-01-29
8. LILLY ELI & CO
2019-12-09
2020-01-29
12. LULULEMON ATHLETICA INC
2018-12-17
2020-01-29
11. MARRIOTT INTERNATIONAL INC CL A
2016-01-20
2020-01-29
18. MASTERCARD INC CL A
2012-03-09
2020-01-29
33. MICROSOFT CORP
2016-01-04
2020-01-29
7. NETFLIX.COM INC
2016-04-29
2020-01-29
27. NIKE INC CL B
2018-02-05
2020-01-29
13. NVIDIA CORP
2017-04-13
2020-01-29
2. PAYPAL HOLDINGS INC-W/I
2019-01-25
2020-01-29
14. QUALCOMM
2019-04-17
2020-01-29
5. S&P GLOBAL INC
2018-09-17
2020-01-29
42. SAFRAN SA UNSPON ADR
2018-08-22
2020-01-29
39. SALESFORCE.COM
2014-01-13
2020-01-29
6. SERVICE NOW INC
2018-10-19
2020-01-29
3. SHOPIFY INC - A W/I SEDOL BXDZ9Z0
2019-09-12
2020-01-29
4. SPLUNK INC
2013-07-16
2020-01-29
7. SQUARE INC - A
2019-03-18
2020-01-29
2. SQUARE INC - A
2019-01-23
2020-01-29
6. TESLA INC
2017-05-04
2020-01-29
5. TWILIO INC - A
2019-06-05
2020-01-29
2. UNION PAC CORP COM
2018-10-19
2020-01-29
8. VERTEX PHARMACEUTICALS INC
2017-04-06
2020-01-29
22. VISA INC CLASS A SHARES
2013-09-17
2020-01-29
6. WORKDAY INC CL A
2014-08-21
2020-01-29
8. XILINX INC COM
2019-05-17
2020-01-29
8. RAYTHEON COMPANY
2016-09-06
2020-01-31
6. UNIVERSAL DISPLAY CORP
2019-07-10
2020-01-31
1. UNIVERSAL DISPLAY CORP
2020-01-29
2020-01-31
13. WASTE MANAGEMENT INC
2016-09-06
2020-01-31
11. DISNEY WALT CO
2019-05-31
2020-02-03
4. ILLUMINA INC COM
2017-03-17
2020-02-03
13536.389 T ROWE PRICE SHORTTERM BD FD INC
2009-12-29
2020-02-03
7. DANAHER CORP
2019-02-27
2020-02-04
3. TESLA INC
2017-11-08
2020-02-04
26. ASTRAZENECA PLC SPONS ADR
2018-05-21
2020-02-07
25. AGCO CORP
2019-10-03
2020-02-10
8. ALIBABA GROUP HOLDING LTD ADR SEDOL BP41ZD1
2016-06-14
2020-02-11
11. DISNEY WALT CO
2019-06-07
2020-02-12
22. QUALCOMM
2019-04-18
2020-02-13
42. REALTY INCOME CORP COM
2019-06-04
2020-02-13
18. T-MOBILE US INC
2019-06-10
2020-02-13
20. T-MOBILE US INC
2017-05-12
2020-02-13
6. DISNEY WALT CO
2019-06-13
2020-02-14
10. DISNEY WALT CO
2019-12-13
2020-02-14
12. MARRIOTT INTERNATIONAL INC CL A
2016-01-20
2020-02-14
9. DANAHER CORP
2019-02-28
2020-02-20
19. MARRIOTT INTERNATIONAL INC CL A
2016-01-20
2020-02-20
27. NIKE INC CL B
2018-02-08
2020-02-21
5. EDWARDS LIFESCIENCES CORP
2018-10-18
2020-02-27
2. AIRBUS SE ADR
2019-02-26
2020-02-28
43. AIRBUS SE ADR
2019-02-28
2020-02-28
12. EDWARDS LIFESCIENCES CORP
2019-01-22
2020-02-28
48. AIRBUS SE ADR
2019-03-06
2020-03-02
18. DANAHER CORP
2019-03-21
2020-03-02
8. J P MORGAN CHASE & CO COM
2017-07-05
2020-03-02
75. AIRBUS SE ADR
2019-10-22
2020-03-04
10. AIRBUS SE ADR
2019-04-09
2020-03-04
17. EXACT SCIENCES CORP
2019-05-29
2020-03-04
23. PHILLIPS 66
2019-10-10
2020-03-04
16. UNION PAC CORP COM
2018-10-19
2020-03-04
19. LVMH MOET HENNESSY LOUIS ADR
2020-01-13
2020-03-05
4. EXACT SCIENCES CORP
2020-01-29
2020-03-06
10. EXACT SCIENCES CORP
2019-07-29
2020-03-06
5. HOME DEPOT INC COM
2016-05-13
2020-03-06
4.882 INGERSOLL RAND INC
2019-10-03
2020-03-06
14.118 INGERSOLL RAND INC
2019-04-15
2020-03-06
21. J P MORGAN CHASE & CO COM
2018-01-18
2020-03-06
15. LVMH MOET HENNESSY LOUIS ADR
2020-01-13
2020-03-06
11. TARGET CORP
2019-05-23
2020-03-06
16. TRANE TECHNOLOGIES PLC SEDOL BK9ZQ96
2019-04-15
2020-03-06
6. TRANE TECHNOLOGIES PLC SEDOL BK9ZQ96
2019-10-03
2020-03-06
.412 INGERSOLL RAND INC
2019-10-03
2020-03-11
10. ADIDAS AG SPONSORED ADR
2019-09-26
2020-03-12
12. ADIDAS AG SPONSORED ADR
2019-08-01
2020-03-12
4. ILLUMINA INC COM
2017-04-06
2020-03-12
59. SAFRAN SA UNSPON ADR
2018-08-30
2020-03-12
15. ADIDAS AG SPONSORED ADR
2019-09-26
2020-03-13
29. ABBOTT LABORATORIES INC
2016-09-06
2020-03-16
17. BOEING CO
2015-12-02
2020-03-16
11. EQUITY RESIDENTIAL PPTYS TR SBI
2017-01-10
2020-03-16
111. HALLIBURTON CO
2019-06-03
2020-03-16
241. HALLIBURTON CO
2016-09-06
2020-03-16
13. NIKE INC CL B
2018-04-03
2020-03-16
26. SAFRAN SA UNSPON ADR
2018-09-07
2020-03-16
20. SQUARE INC - A
2019-03-18
2020-03-16
7. WASTE MANAGEMENT INC
2016-09-06
2020-03-16
28. ROYAL DUTCH SHELL PLC ADR A
2017-11-03
2020-03-17
11. ROYAL DUTCH SHELL PLC ADR A
2019-05-09
2020-03-17
34. SAFRAN SA UNSPON ADR
2018-09-11
2020-03-17
11. SAFRAN SA UNSPON ADR
2019-04-08
2020-03-17
25. SEMPRA ENERGY
2019-06-11
2020-03-17
17. SQUARE INC - A
2019-06-13
2020-03-17
9. BROADCOM INC
2017-03-09
2020-03-19
3. CHIPOTLE MEXICAN GRIL CL A
2018-06-08
2020-03-19
4. INTUITIVE SURGICAL INC
2018-08-17
2020-03-19
53. SAFRAN SA UNSPON ADR
2019-04-08
2020-03-19
1. ALPHABET INC/CA-CL C
2015-07-14
2020-03-23
1. ALPHABET INC/CA-CL A
2015-07-14
2020-03-23
6. FLEETCOR TECHNOLOGIES INC
2016-09-20
2020-03-23
18. XILINX INC COM
2019-05-17
2020-03-23
5. FLEETCOR TECHNOLOGIES INC
2018-05-04
2020-03-24
1. FLEETCOR TECHNOLOGIES INC
2019-06-06
2020-03-24
1. XILINX INC COM
2019-05-21
2020-03-24
4. XILINX INC COM
2019-11-07
2020-03-24
11. XILINX INC COM
2019-11-07
2020-03-25
7. CONSTELLATION BRANDS INC CL A
2019-04-08
2020-03-27
53. KERING S A ADR
2017-12-13
2020-03-27
5. JAZZ PHARMACEUTICALS PLC SEDOL B4Q5ZN4
2020-01-28
2020-03-27
7. JAZZ PHARMACEUTICALS PLC SEDOL B4Q5ZN4
2020-01-29
2020-03-30
5. JAZZ PHARMACEUTICALS PLC SEDOL B4Q5ZN4
2020-01-30
2020-03-31
4. JAZZ PHARMACEUTICALS PLC SEDOL B4Q5ZN4
2020-01-31
2020-04-01
37. QUALCOMM
2019-04-23
2020-04-02
2. TESLA INC
2017-11-08
2020-04-02
10. WORKDAY INC CL A
2014-11-25
2020-04-03
65. CONAGRA FOODS INC
2019-09-12
2020-04-07
39. INTEL CORP
2016-09-06
2020-04-07
500. MARATHON OIL CORP COM
2016-09-19
2020-04-07
217. MARATHON OIL CORP COM
2020-01-28
2020-04-07
25. MERCK & CO INC
2016-09-06
2020-04-07
61. WASTE MANAGEMENT INC
2016-09-06
2020-04-07
3. HOME DEPOT INC COM
2016-05-13
2020-04-13
2. LOCKHEED MARTIN CORP
2018-11-30
2020-04-13
10. MCDONALDS CORP COM
2018-10-26
2020-04-13
2. NORTHROP GRUMMAN CORPORATION
2015-05-18
2020-04-13
14. TEXAS INSTRS INC COM
2019-07-31
2020-04-13
61. ADYEN NV-UNSPON ADR SEDOL BJXK4M9
2020-01-23
2020-04-14
10. PAYPAL HOLDINGS INC-W/I
2019-01-25
2020-04-16
5. MASTERCARD INC CL A
2012-03-09
2020-04-17
1. AMAZON.COM INC
2016-01-13
2020-04-20
11. BROADCOM INC
2017-05-23
2020-04-22
53. OCCIDENTAL PETE CORP COM
2019-08-08
2020-04-23
117. OCCIDENTAL PETE CORP COM
2016-09-06
2020-04-23
.722 RAYTHEON TECHNOLOGIES CORP COM
2016-09-06
2020-04-30
14. ALIBABA GROUP HOLDING LTD ADR SEDOL BP41ZD1
2016-06-14
2020-05-04
4. SERVICE NOW INC
2018-10-25
2020-05-06
9. AMERICAN TOWER CORP
2020-03-03
2020-05-07
5. BROADCOM INC
2019-01-29
2020-05-08
11. JOHNSON & JOHNSON COM
2016-09-06
2020-05-08
24. VERIZON COMMUNICATIONS COM
2016-09-06
2020-05-08
22. BOSTON SCIENTIFIC CORP
2019-12-12
2020-05-11
15. HUMANA INC
2020-03-04
2020-05-11
1. AUTOZONE INC
2018-10-12
2020-05-12
4. DOLLAR GENERAL CORP
2019-09-25
2020-05-12
9. SALESFORCE.COM
2015-07-27
2020-05-15
16. ALIBABA GROUP HOLDING LTD ADR SEDOL BP41ZD1
2016-09-14
2020-05-22
23. AT&T INC
2016-09-06
2020-05-26
30. ADVANCED MICRO DEVICES INC
2020-03-20
2020-05-26
4. CIGNA CORP
2018-12-24
2020-05-26
22. CARDINAL HEALTH INC
2016-09-06
2020-05-26
16. CISCO SYS INC COM
2016-09-06
2020-05-26
37. CITIGROUP INC
2019-12-13
2020-05-26
23. CONOCOPHILLIPS
2016-09-06
2020-05-26
7. DISNEY WALT CO
2020-04-07
2020-05-26
24. DUPONT DE NEMOURS INC-WI
2016-09-06
2020-05-26
3. HERSHEY FOODS CORP COM
2020-03-27
2020-05-26
14. HERSHEY FOODS CORP COM
2019-06-10
2020-05-26
3. L3 HARRIS TECHNOLOGIES INC
2019-08-27
2020-05-26
14. LOWES COMPANIES INC
2016-09-06
2020-05-26
9. MARSH & MCLENNAN COS INC COM
2016-09-06
2020-05-26
3. NVIDIA CORP
2017-05-24
2020-05-26
30. PFIZER INC COM
2016-09-06
2020-05-26
24. WASTE MANAGEMENT INC
2018-03-12
2020-05-26
9. LILLY ELI & CO
2019-12-09
2020-05-27
1. NVIDIA CORP
2017-05-24
2020-05-27
2. NVIDIA CORP
2017-05-24
2020-05-27
2. CONSTELLATION BRANDS INC CL A
2019-04-17
2020-06-01
8. CONSTELLATION BRANDS INC CL A
2020-02-20
2020-06-02
5. CONSTELLATION BRANDS INC CL A
2019-04-17
2020-06-02
11. FLEETCOR TECHNOLOGIES INC
2019-06-06
2020-06-03
10. MICROSOFT CORP
2016-02-01
2020-06-08
3. NVIDIA CORP
2017-09-08
2020-06-08
11. SALESFORCE.COM
2015-07-28
2020-06-08
8. LILLY ELI & CO
2019-12-09
2020-06-09
2. LILLY ELI & CO
2020-01-13
2020-06-09
10. MICROSOFT CORP
2016-02-01
2020-06-09
34. CITIZENS FINANCIAL GROUP
2016-10-04
2020-06-11
25. US BANCORP DEL COM NEW
2019-07-23
2020-06-11
4. BOEING CO
2018-03-06
2020-06-15
62. CITIZENS FINANCIAL GROUP
2016-10-04
2020-06-17
19. J P MORGAN CHASE & CO COM
2013-05-31
2020-06-17
10. ASTRAZENECA PLC SPONS ADR
2018-07-12
2020-06-19
9. LILLY ELI & CO
2020-01-13
2020-06-19
9. MICROSOFT CORP
2016-02-01
2020-06-19
4. SALESFORCE.COM
2015-10-01
2020-06-19
5. ADOBE SYSTEMS INC
2015-01-29
2020-06-22
33. BOSTON SCIENTIFIC CORP
2019-12-13
2020-06-26
38. BOSTON SCIENTIFIC CORP
2020-03-02
2020-06-26
2. NIKE INC CL B
2018-04-18
2020-06-26
4. AIR PRODUCTS & CHEMICALS INC
2019-08-07
2020-06-29
10. AMERICAN WATER WORKS CO INC
2014-08-14
2020-06-29
11. MICROSOFT CORP
2018-07-05
2020-07-06
4. BOEING CO
2018-07-25
2020-07-07
9. BOEING CO
2020-02-11
2020-07-07
10. LILLY ELI & CO
2018-07-09
2020-07-08
49. ASTRAZENECA PLC SPONS ADR
2018-07-12
2020-07-10
9. LILLY ELI & CO
2020-01-13
2020-07-10
18. BOEING CO
2020-04-17
2020-07-14
7. LULULEMON ATHLETICA INC
2018-12-17
2020-07-15
13. ARCHER DANIELS MIDLAND CO
2016-09-06
2020-07-16
8. CATERPILLAR INC
2020-04-07
2020-07-16
15. CONAGRA FOODS INC
2019-09-12
2020-07-16
11. DOLLAR TREE INC
2017-09-05
2020-07-16
6. LOWES COMPANIES INC
2016-09-06
2020-07-16
16. MONDELEZ INTERNATIONAL
2016-09-06
2020-07-16
14. NIKE INC CL B
2018-04-18
2020-07-28
4. VERTEX PHARMACEUTICALS INC
2017-04-20
2020-07-28
84. BANK OF AMERICA CORP
2016-12-01
2020-07-29
4. LAUDER ESTEE COS INC CL A
2017-08-17
2020-07-29
27. OMNICOM GROUP INC
2019-05-09
2020-07-29
10. LAUDER ESTEE COS INC CL A
2017-08-17
2020-07-30
8. MICROSOFT CORP
2016-08-08
2020-07-30
11. SALESFORCE.COM
2015-10-01
2020-07-30
35. BAXTER INTERNATIONAL INC
2018-01-11
2020-08-06
15. ALIBABA GROUP HOLDING LTD ADR SEDOL BP41ZD1
2017-03-16
2020-08-07
32. TENCENT HOLDINGS LTD UNSPON ADR
2020-03-23
2020-08-07
5. TRADE DESK INC/THE -CLASS A
2020-02-28
2020-08-11
11. ALIBABA GROUP HOLDING LTD ADR SEDOL BP41ZD1
2019-04-03
2020-08-12
3. ALIBABA GROUP HOLDING LTD ADR SEDOL BP41ZD1
2019-09-19
2020-08-18
39. UBER TECHNOLOGIES INC
2019-05-10
2020-08-18
9. BIOMARIN PHARMACEUTICAL INC
2020-03-06
2020-08-19
4. MASTERCARD INC CL A
2012-03-09
2020-08-19
18. BIOMARIN PHARMACEUTICAL INC
2020-03-06
2020-08-20
16. UBER TECHNOLOGIES INC
2019-07-22
2020-08-20
1. ALPHABET INC/CA-CL C
2015-07-14
2020-08-26
1. ALPHABET INC/CA-CL A
2015-07-22
2020-08-26
2. LILLY ELI & CO
2020-01-13
2020-08-26
14. LILLY ELI & CO
2020-03-03
2020-08-26
10. SALESFORCE.COM
2015-10-01
2020-08-26
5. ADOBE SYSTEMS INC
2015-01-29
2020-08-27
39. ADYEN NV-UNSPON ADR SEDOL BJXK4M9
2020-01-23
2020-08-27
3. ALIBABA GROUP HOLDING LTD ADR SEDOL BP41ZD1
2019-09-19
2020-08-27
1. ALPHABET INC/CA-CL C
2015-07-22
2020-08-27
1. ALPHABET INC/CA-CL A
2015-07-22
2020-08-27
3. AMAZON.COM INC
2016-01-29
2020-08-27
3. AMERICAN TOWER CORP
2020-03-13
2020-08-27
14. APPLE INC
2016-10-12
2020-08-27
24. ASTRAZENECA PLC SPONS ADR
2018-09-12
2020-08-27
1914.241 BAIRD MIDCAP INST
2014-06-18
2020-08-27
3. CARVANA CO
2020-06-19
2020-08-27
8. CHEWY INC - CLASS A
2020-07-30
2020-08-27
1. CHIPOTLE MEXICAN GRIL CL A
2018-07-31
2020-08-27
4. COSTCO WHSL CORP NEW COM
2016-01-13
2020-08-27
4. COUPA SOFTWARE INC
2019-10-08
2020-08-27
9. CROWDSTRIKE HOLDINGS INC - A
2020-04-02
2020-08-27
2. DANAHER CORP
2020-04-22
2020-08-27
3. DEXCOM INC
2019-08-16
2020-08-27
15. FACEBOOK INC
2014-07-30
2020-08-27
5. GOLDMAN SACHS GROUP INC COM
2020-01-30
2020-08-27
3. GUARDANT HEALTH INC
2019-05-28
2020-08-27
6. HOME DEPOT INC COM
2017-12-06
2020-08-27
1. HUMANA INC
2020-06-26
2020-08-27
1. ILLUMINA INC COM
2018-08-24
2020-08-27
1. INTUITIVE SURGICAL INC
2019-01-18
2020-08-27
18. KERING S A ADR
2019-09-13
2020-08-27
23. KERING S A ADR
2019-02-12
2020-08-27
5. LAUDER ESTEE COS INC CL A
2017-08-22
2020-08-27
3. LILLY ELI & CO
2020-03-17
2020-08-27
7. LULULEMON ATHLETICA INC
2018-12-17
2020-08-27
8. MASTERCARD INC CL A
2012-03-09
2020-08-27
13. MATCH GROUP INC
2020-07-07
2020-08-27
20. MICROSOFT CORP
2016-08-08
2020-08-27
6. NETFLIX.COM INC
2016-12-12
2020-08-27
9. NIKE INC CL B
2018-04-18
2020-08-27
8. NVIDIA CORP
2017-09-08
2020-08-27
10. PAYPAL HOLDINGS INC-W/I
2019-01-29
2020-08-27
4. RINGCENTRAL INC-CLASS A
2020-03-26
2020-08-27
1. S&P GLOBAL INC
2018-09-19
2020-08-27
12. SALESFORCE.COM
2017-02-17
2020-08-27
1. SAREPTA THERAPEUTICS INC
2020-08-07
2020-08-27
2. SERVICE NOW INC
2019-02-26
2020-08-27
2. SHOPIFY INC - A W/I SEDOL BXDZ9Z0
2019-09-12
2020-08-27
7. SPLUNK INC
2013-07-16
2020-08-27
3. TELADOC HEALTH INC
2020-06-10
2020-08-27
14. TENCENT HOLDINGS LTD UNSPON ADR
2020-03-23
2020-08-27
4. TESLA INC
2017-11-08
2020-08-27
1. TRADE DESK INC/THE -CLASS A
2020-02-28
2020-08-27
7. TWILIO INC - A
2019-06-05
2020-08-27
19. UBER TECHNOLOGIES INC
2019-11-19
2020-08-27
12. UBER TECHNOLOGIES INC
2019-07-22
2020-08-27
5. UNION PAC CORP COM
2019-02-13
2020-08-27
4. VERTEX PHARMACEUTICALS INC
2017-05-01
2020-08-27
13. VISA INC CLASS A SHARES
2013-12-13
2020-08-27
1347.346 WELLS FARGO SPECIAL US MID CAP VALUE I
2016-09-01
2020-08-27
4. WORKDAY INC CL A
2015-06-11
2020-08-27
6. ATLASSIAN CORP PLC-CLASS A SEDOL BZ09BD1
2020-03-09
2020-08-27
3. SPOTIFY TECHNOLOGY SA SEDOL BFZ1K46
2020-06-02
2020-08-27
12. CIGNA CORP
2020-03-27
2020-08-31
6. ESSEX PPTY TR INC REIT
2019-08-07
2020-08-31
1. ESSEX PPTY TR INC REIT
2019-09-18
2020-08-31
13. GENERAL DYNAMICS CORP
2019-10-03
2020-08-31
7. LULULEMON ATHLETICA INC
2019-01-07
2020-09-04
8. MASTERCARD INC CL A
2012-03-09
2020-09-04
2. NETFLIX.COM INC
2017-01-06
2020-09-04
4. S&P GLOBAL INC
2018-09-19
2020-09-04
4. SPLUNK INC
2013-07-29
2020-09-04
52. CONOCOPHILLIPS
2017-11-06
2020-09-15
5. VERTEX PHARMACEUTICALS INC
2017-05-19
2020-09-15
9. GOLDMAN SACHS GROUP INC COM
2020-01-30
2020-09-17
8. ILLUMINA INC COM
2018-08-24
2020-09-17
24. ARCHER DANIELS MIDLAND CO
2016-09-06
2020-09-18
4. BROADCOM INC
2019-01-29
2020-09-18
14. COGNIZANT TECHNOLOGY SOLUTIONS
2020-05-08
2020-09-18
5. LOWES COMPANIES INC
2016-09-06
2020-09-18
47. CVS CAREMARK CORP
2019-10-10
2020-09-24
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
1,820
2,912
-1,092
b
2,076
2,600
-524
c
729
512
217
d
729
567
162
e
1,400
1,465
-65
1,334
1,316
18
2,277
2,536
-259
1,486
1,697
-211
2,328
2,182
146
2,579
3,303
-724
75
85
-10
1,522
1,620
-98
1,667
2,094
-427
1,764
1,896
-132
2,332
833
1,499
2,307
2,164
143
926
852
74
644
570
74
1,151
1,037
114
836
663
173
1,557
1,625
-68
3,094
2,626
468
248
198
50
2,281
1,935
346
143
173
-30
1,961
1,675
286
131
111
20
1,476
922
554
2,285
1,848
437
845
662
183
422
431
-9
2,352
2,373
-21
1,289
3,203
-1,914
2,061
1,280
781
2,754
2,007
747
2,542
1,568
974
2,967
2,693
274
36
21
15
1,248
914
334
1,760
770
990
1,998
823
1,175
1,587
1,467
120
1,202
532
670
456
388
68
1,503
723
780
1,757
361
1,396
1,874
1,752
122
2,214
1,306
908
1,887
1,854
33
1,819
1,551
268
3,431
2,128
1,303
327
219
108
654
409
245
601
735
-134
2,030
2,472
-442
2,207
1,149
1,058
2,182
1,368
814
978
989
-11
3,888
784
3,104
1,507
1,276
231
3,412
1,238
2,174
4,392
1,689
2,703
4,388
1,767
2,621
7,470
2,351
5,119
7,517
2,630
4,887
1,546
1,140
406
1,947
873
1,074
573
582
-9
640
444
196
881
458
423
774
764
10
2,183
1,088
1,095
833
729
104
1,327
1,020
307
718
492
226
1,093
1,056
37
939
587
352
6,025
1,900
4,125
1,609
725
884
403
393
10
1,178
764
414
1,262
651
611
2,882
2,574
308
944
653
291
1,939
1,423
516
1,995
995
1,000
1,127
965
162
2,921
1,452
1,469
1,572
625
947
5,832
757
5,075
5,557
1,807
3,750
2,376
657
1,719
2,712
1,768
944
3,209
1,686
1,523
234
188
46
1,237
1,110
127
1,502
1,065
437
1,732
1,337
395
7,162
2,345
4,817
1,885
1,054
831
1,433
1,068
365
624
199
425
537
522
15
153
138
15
3,486
1,973
1,513
624
655
-31
367
297
70
1,860
903
957
4,521
1,048
3,473
1,117
527
590
712
850
-138
1,754
1,128
626
1,061
1,165
-104
177
190
-13
1,583
838
745
1,551
1,470
81
1,175
655
520
64,298
65,387
-1,089
1,142
888
254
2,740
909
1,831
1,290
955
335
1,658
1,797
-139
1,747
622
1,125
1,560
1,525
35
1,988
1,781
207
3,312
2,980
332
1,718
1,391
327
1,909
1,316
593
842
835
7
1,403
1,473
-70
1,735
682
1,053
1,464
1,153
311
2,822
1,397
1,425
2,708
1,819
889
1,088
755
333
59
64
-5
1,259
1,387
-128
2,418
2,012
406
1,438
1,588
-150
2,644
2,370
274
948
807
141
2,307
2,550
-243
308
336
-28
1,264
1,721
-457
1,688
2,437
-749
2,568
2,467
101
1,589
1,822
-233
260
368
-108
651
1,080
-429
1,129
670
459
134
146
-12
387
415
-28
2,258
2,380
-122
1,221
1,450
-229
1,152
871
281
1,752
1,420
332
657
543
114
10
12
-2
955
1,525
-570
1,146
1,904
-758
905
687
218
1,378
1,931
-553
1,421
2,357
-936
2,271
1,224
1,047
2,407
3,115
-708
742
703
39
713
2,394
-1,681
1,549
9,656
-8,107
917
851
66
536
888
-352
970
1,462
-492
716
451
265
721
1,794
-1,073
283
695
-412
644
1,152
-508
208
382
-174
2,425
3,360
-935
752
1,226
-474
1,732
2,086
-354
1,615
1,373
242
1,619
2,106
-487
758
1,840
-1,082
1,042
565
477
1,037
589
448
1,056
1,109
-53
1,315
1,892
-577
961
1,008
-47
192
246
-54
76
104
-28
305
388
-83
818
1,067
-249
1,013
1,337
-324
2,779
2,644
135
490
730
-240
702
1,027
-325
506
722
-216
386
576
-190
2,446
3,145
-699
904
606
298
1,193
826
367
1,973
1,935
38
2,316
1,420
896
1,819
7,292
-5,473
790
2,554
-1,764
1,977
1,585
392
5,646
3,934
1,712
594
402
192
738
598
140
1,785
1,735
50
675
316
359
1,505
1,782
-277
1,042
1,100
-58
1,085
924
161
1,283
210
1,073
2,418
601
1,817
2,830
2,746
84
728
2,449
-1,721
1,607
8,722
-7,115
47
44
3
2,675
1,403
1,272
1,498
694
804
2,127
2,131
-4
1,368
1,328
40
1,636
1,318
318
1,354
1,290
64
835
987
-152
5,699
5,087
612
1,056
771
285
732
638
94
1,510
650
860
3,244
1,648
1,596
713
951
-238
1,626
1,249
377
788
729
59
1,169
1,766
-597
722
509
213
1,773
2,843
-1,070
1,018
942
76
854
711
143
1,222
1,944
-722
387
396
-9
1,805
1,923
-118
554
633
-79
1,734
1,064
670
955
614
341
1,056
417
639
1,133
1,049
84
2,438
2,083
355
1,300
1,085
215
343
139
204
663
278
385
349
385
-36
1,380
1,651
-271
863
962
-99
2,798
2,910
-112
1,851
547
1,304
1,050
491
559
1,917
788
1,129
1,199
965
234
300
278
22
1,887
547
1,340
850
851
-1
917
1,398
-481
751
1,406
-655
1,653
1,781
-128
1,913
1,032
881
528
367
161
1,428
1,250
178
1,777
495
1,282
758
284
474
2,168
353
1,815
1,098
1,484
-386
1,264
1,421
-157
190
134
56
955
888
67
1,242
627
615
2,311
1,093
1,218
724
1,409
-685
1,628
2,514
-886
1,685
880
805
2,623
1,883
740
1,468
1,250
218
3,201
2,708
493
2,135
847
1,288
528
571
-43
1,109
994
115
547
446
101
1,058
904
154
855
456
399
845
709
136
1,354
940
414
1,124
470
654
2,080
1,862
218
767
401
366
1,470
2,145
-675
1,921
1,051
870
1,620
464
1,156
2,095
796
1,299
2,787
2,410
377
3,721
1,788
1,933
2,141
1,483
658
2,263
1,385
878
2,795
1,970
825
775
548
227
1,156
1,710
-554
695
837
-142
1,327
168
1,159
1,354
1,673
-319
474
697
-223
1,611
565
1,046
1,607
708
899
297
278
19
2,076
1,874
202
2,729
794
1,935
2,552
353
2,199
1,350
702
648
855
548
307
1,643
674
969
1,637
708
929
10,311
1,748
8,563
743
672
71
7,059
412
6,647
1,345
909
436
50,000
29,518
20,482
622
381
241
457
392
65
1,285
432
853
1,380
634
746
1,310
573
737
1,052
519
533
406
315
91
1,277
492
785
4,464
1,122
3,342
1,056
1,200
-144
286
236
50
1,731
1,075
656
409
375
34
351
341
10
707
539
168
1,100
942
158
1,405
1,225
180
1,083
544
539
450
419
31
2,677
929
1,748
2,846
337
2,509
1,468
1,211
257
4,565
1,160
3,405
3,204
789
2,415
1,007
618
389
4,086
1,586
2,500
2,044
902
1,142
1,156
814
342
366
213
153
3,213
1,075
2,138
151
158
-7
964
471
493
2,146
712
1,434
1,506
348
1,158
639
518
121
996
658
338
8,949
242
8,707
474
277
197
1,859
982
877
622
514
108
393
523
-130
973
840
133
1,097
474
623
2,738
668
2,070
50,000
45,419
4,581
867
320
547
1,112
802
310
822
567
255
2,178
1,961
217
1,298
1,803
-505
216
327
-111
1,945
2,266
-321
2,529
930
1,599
2,724
337
2,387
1,025
266
759
1,398
852
546
804
199
605
1,758
3,051
-1,293
1,334
644
690
1,763
2,173
-410
2,396
2,657
-261
1,149
1,055
94
1,442
1,062
380
963
797
166
809
380
429
2,671
2,967
-296
18,710
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
-1,092
b
-524
c
217
d
162
e
-65
18
-259
-211
146
-724
-10
-98
-427
-132
1,499
143
74
74
114
173
-68
468
50
346
-30
286
20
554
437
183
-9
-21
-1,914
781
747
974
274
15
334
990
1,175
120
670
68
780
1,396
122
908
33
268
1,303
108
245
-134
-442
1,058
814
-11
3,104
231
2,174
2,703
2,621
5,119
4,887
406
1,074
-9
196
423
10
1,095
104
307
226
37
352
4,125
884
10
414
611
308
291
516
1,000
162
1,469
947
5,075
3,750
1,719
944
1,523
46
127
437
395
4,817
831
365
425
15
15
1,513
-31
70
957
3,473
590
-138
626
-104
-13
745
81
520
-1,089
254
1,831
335
-139
1,125
35
207
332
327
593
7
-70
1,053
311
1,425
889
333
-5
-128
406
-150
274
141
-243
-28
-457
-749
101
-233
-108
-429
459
-12
-28
-122
-229
281
332
114
-2
-570
-758
218
-553
-936
1,047
-708
39
-1,681
-8,107
66
-352
-492
265
-1,073
-412
-508
-174
-935
-474
-354
242
-487
-1,082
477
448
-53
-577
-47
-54
-28
-83
-249
-324
135
-240
-325
-216
-190
-699
298
367
38
896
-5,473
-1,764
392
1,712
192
140
50
359
-277
-58
161
1,073
1,817
84
-1,721
-7,115
3
1,272
804
-4
40
318
64
-152
612
285
94
860
1,596
-238
377
59
-597
213
-1,070
76
143
-722
-9
-118
-79
670
341
639
84
355
215
204
385
-36
-271
-99
-112
1,304
559
1,129
234
22
1,340
-1
-481
-655
-128
881
161
178
1,282
474
1,815
-386
-157
56
67
615
1,218
-685
-886
805
740
218
493
1,288
-43
115
101
154
399
136
414
654
218
366
-675
870
1,156
1,299
377
1,933
658
878
825
227
-554
-142
1,159
-319
-223
1,046
899
19
202
1,935
2,199
648
307
969
929
8,563
71
6,647
436
20,482
241
65
853
746
737
533
91
785
3,342
-144
50
656
34
10
168
158
180
539
31
1,748
2,509
257
3,405
2,415
389
2,500
1,142
342
153
2,138
-7
493
1,434
1,158
121
338
8,707
197
877
108
-130
133
623
2,070
4,581
547
310
255
217
-505
-111
-321
1,599
2,387
759
546
605
-1,293
690
-410
-261
94
380
166
429
-296
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
199,167
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
110,749
2,553,060
0.043379
2017
107,615
2,620,576
0.041065
2016
118,061
2,420,594
0.048774
2015
117,319
2,353,943
0.049839
2014
111,262
2,526,323
0.044041
2
Total
of line 1, column (d)
.....................
2
0.227098
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
0.04542
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
2,676,042
5
Multiply line 4 by line 3
......................
5
121,546
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
2,254
7
Add lines 5 and 6
........................
7
123,800
8
Enter qualifying distributions from Part XII, line 4
,.............
8
120,799
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
4,508
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
4,508
4
Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
4
0
5
Tax based on investment income.
Subtract line 4 from line 3. If zero or less, enter -0-
.....
5
4,508
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
2,448
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
0
d
Backup withholding erroneously withheld
...........
6d
7
Total credits and payments. Add lines 6a through 6d
..............
7
2,448
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
2,060
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
No
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
Telephone no.
(412) 807-3309
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
PNC BANK N A
TRUSTEE
6
29,663
116 ALLEGHENY CENTER MALL
PITTSBURGH
,
PA
15212
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
2,716,794
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
2,716,794
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
2,716,794
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
40,752
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
2,676,042
6
Minimum investment return.
Enter 5% of line 5
..................
6
133,802
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
133,802
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
4,508
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
4,508
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
129,294
4
Recoveries of amounts treated as qualifying distributions
................
4
5,000
5
Add lines 3 and 4
............................
5
134,294
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
134,294
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
120,799
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
120,799
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
120,799
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
134,294
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
31,964
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:
$
120,799
a
Applied to 2018, but not more than line 2a
31,964
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
.....
88,835
e
Remaining amount distributed out of corpus
0
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
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 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
..........
45,459
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
......
0
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
....
0
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).)
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
ANGELS' PLACE INC
2615 NORWOOD AVENUE
PITTSBURGH
,
PA
15214
NONE
PC
SUPPORT OF SHOWCASE OF
5,000
EAST END COOPERATIVE MINISTRY
6140 STATION STREET
PITTSBURGH
,
PA
15206
NONE
PC
CHILDREN AND YOUTH PROGRAM
5,000
ANCHORPOINT COUNSELING MINISTRY
800 MCKNIGHT PARK DRIVE
PITTSBURGH
,
PA
15237
NONE
PC
SUPPORT OF YOUTH
5,000
ALS ASSOCIATION
416 LINCOLN AVENUE
PITTSBURGH
,
PA
15209
NONE
PC
WHEELCHAIR AND WHEELCHAIR
5,000
BLIND AND VISION REHABILITATION
SERVICES OF PITTSBURGH
1800 WEST STREET
HOMESTEAD
,
PA
15120
NONE
PC
SUPPORT OF ROOFTOP SENSORY
5,000
LITTLE SISTERS OF THE POOR OF PGH
1028 BENTON AVENUE
PITTSBURGH
,
PA
15212
NONE
PC
GENERAL SUPPORT
5,500
DEPAUL SCHOOL FOR HEARING AND SPEECH
6202 ALDER STREET
PITTSBURGH
,
PA
15206
NONE
PC
SUPPORT OF ONLINE PARENT
5,500
JUBILEE ASSOCIATION
2005 WYANDOTTE STREET
PITTSBURGH
,
PA
15219
NONE
PC
JOHN HEINZ CHILD
6,500
GREATER PITTSBURGH COMMUNITY
FOOD BANK
ONE NORTH LINDEN STREET
DUQUESNE
,
PA
15110
NONE
PC
NORTHSIDE BACKPACK
7,500
VINTAGE
401 NORTH HIGHLAND
PITTSBURGH
,
PA
15206
NONE
PC
REPLACE REFRIGERATOR,
5,000
ANGEL FLIGHT SOARS INC
2000 AIRPORT ROAD
ATLANTA
,
GA
30341
NONE
PC
SUPPORT OF FLY A CHILD
6,000
BEREA COLLEGE
101 CHESTNUT STREET
BEREA
,
KY
40404
NONE
PC
SUPPORT OF FULL-TUITION
6,000
PARKINSONS FOUNDATION OF
WESTERN PA
575 LINCOLN AVENUE
PITTSBURGH
,
PA
15202
NONE
PC
GENERAL SUPPORT
5,000
MILITARY ORDER OF THE WORLD WARS
5308 CASTE DRIVE
PITTSBURGH
,
PA
15236
NONE
PC
SUPPORT OF MOWW YOUTH
5,000
OUR MILITARY KIDS
6861 ELM STREET
MCLEAN
,
VA
22101
NONE
PC
SUPPORT OF ONE CHILD AT A
5,000
NORTHSIDE COMMON MINISTRIES
118 52ND STREET
PITTSBURGH
,
PA
15201
NONE
PC
SUPPORT OF FINANCIAL
5,000
RIDING FOR THE HANDICAPPED OF
WESTERN PA
PO BOX 23
ALLISON PARK
,
PA
15101
NONE
PC
ENHANCE CHILDREN THRU
5,000
VARIETY THE CHILDRENS CHARITY
3 PENN CENTER WEST
PITTSBURGH
,
PA
15276
NONE
PC
PURCHASE OF ADAPTIVE BIKES,
4,000
WESTERN PA SCHOOL FOR BLIND
CHILDREN
201 NORTH BELLEFIELD AVENUE
PITTSBURGH
,
PA
15213
NONE
PC
SUPPORT OF MEADOW
5,000
GLOBAL LINKS
700 TRUMBULL DRIVE
PITTSBURGH
,
PA
15205
NONE
PC
GENERAL SUPPORT
4,500
MAKE-A-WISH FOUNDATION OF
GREATER PA
THE GULF TOWER
PITTSBURGH
,
PA
15219
NONE
PC
WISHMAKERS - FULFILL WISH
4,400
Total
.................................
3a
109,900
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
RECOVERY OF GRANTS
5,000
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
49,539
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
199,167
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)
..
248,706
5,000
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
253,706
(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.)
1A
STOP PAYMENT, CHECK #1479, DATED 8/27/2020
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