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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
EMMA R FOX CHAR TRUST MUT FDS
Number and street (or P.O. box number if mail is not delivered to street address)
PO BOX 609
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH
,
PA
152309738
A Employer identification number
34-6511198
B
Telephone number (see instructions)
(216) 257-4701
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)
$
10,504,543
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
...
232,626
232,626
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
310,050
b
Gross sales price for all assets on line 6a
2,559,543
7
Capital gain net income (from Part IV, line 2)
...
310,050
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)
.......
228
12
Total.
Add lines 1 through 11
........
542,904
542,676
13
Compensation of officers, directors, trustees, etc.
59,348
29,674
29,674
14
Other employee salaries and wages
......
0
0
0
15
Pension plans, employee benefits
.......
0
0
16a
Legal fees (attach schedule)
.........
591
0
0
591
b
Accounting fees (attach schedule)
.......
c
Other professional fees (attach schedule)
....
0
17
Interest
...............
0
18
Taxes (attach schedule) (see instructions)
...
15,865
998
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)
.......
10,735
35
10,700
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
86,539
30,707
0
40,965
25
Contributions, gifts, grants paid
.......
458,500
458,500
26
Total expenses and disbursements.
Add lines 24 and 25
545,039
30,707
0
499,465
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-2,135
b
Net investment income
(if negative, enter -0-)
511,969
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
.............
0
2
Savings and temporary cash investments
.........
232,302
234,908
234,908
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)
.......
4,508,726
4,600,381
7,212,454
c
Investments—corporate bonds (attach schedule)
.......
3,179,028
3,081,825
3,057,181
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
0
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)
7,920,056
7,917,114
10,504,543
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
........
7,920,056
7,917,114
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)
.....
7,920,056
7,917,114
30
Total liabilities and net assets/fund balances
(see instructions)
.
7,920,056
7,917,114
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
7,920,056
2
Enter amount from Part I, line 27a
.....................
2
-2,135
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3
..........................
4
7,917,921
5
Decreases not included in line 2 (itemize)
5
807
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
7,917,114
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
530. APPLE INC
2019-01-04
b
626. CITIGROUP INC
2019-01-04
c
7003.012 DODGE & COX INCOME FUND
2014-08-08
2019-01-08
d
1. NU SKIN ENTERPRISES 67018T105
2001-01-01
2019-01-22
e
20. CHEVRON CORPORATION
2018-06-13
2019-01-31
270. CHEVRON CORPORATION
2018-06-13
2019-01-31
240. MCCORMICK & CO INC COM NON VTG
2019-01-31
864. MORGAN STANLEY
2016-10-21
2019-01-31
22. MORGAN STANLEY
2016-10-21
2019-01-31
181. MCCORMICK & CO INC COM NON VTG
2019-02-01
174. MORGAN STANLEY
2016-10-21
2019-02-01
13. MORGAN STANLEY
2016-10-21
2019-02-01
3. MCCORMICK & CO INC COM NON VTG
2018-10-11
2019-02-04
341. PRICE T ROWE GROUP INC COM
2019-02-08
309. TE CONNECTIVITY LTD SEDOL B62B7C3 ISIN CH0102993182
2019-02-08
173. TE CONNECTIVITY LTD SEDOL B62B7C3 ISIN CH0102993182
2017-05-25
2019-02-08
3. PRICE T ROWE GROUP INC COM
2017-08-29
2019-02-11
204. PRICE T ROWE GROUP INC COM
2019-02-11
178. TE CONNECTIVITY LTD SEDOL B62B7C3 ISIN CH0102993182
2017-05-25
2019-02-11
44. TE CONNECTIVITY LTD SEDOL B62B7C3 ISIN CH0102993182
2017-05-25
2019-02-12
315. ARCHER DANIELS MIDLAND CO
2019-02-15
501. ARCHER DANIELS MIDLAND CO
2019-02-19
384. ARCHER DANIELS MIDLAND CO
2019-02-20
430. ABBVIE INC
2017-12-08
2019-02-22
442. OCCIDENTAL PETE CORP COM
2019-02-22
16. OCCIDENTAL PETE CORP COM
2018-01-19
2019-02-22
80. OCCIDENTAL PETE CORP COM
2018-01-19
2019-02-25
230. BURLINGTON STORES INC
2019-03-08
20. BURLINGTON STORES INC
2016-09-01
2019-03-08
1. JPMORGAN CHASE 46625H100
2001-01-01
2019-03-11
49. WELLCARE HEALTH PLANS, INC. MERGED 1/23/20 @ $120.00 P/S
2019-03-15
81. WELLCARE HEALTH PLANS, INC. MERGED 1/23/20 @ $120.00 P/S
2019-03-18
179. BIOGEN INC
2019-03-22
12. BIOGEN INC
2017-01-27
2019-03-22
171. BOEING CO
2019-04-11
30. BOEING CO
2019-03-08
2019-04-11
289. EASTMAN CHEM CO
2019-04-11
92. EASTMAN CHEM CO
2019-04-12
663. BANK NEW YORK MELLON CORP COM
2016-04-29
2019-04-24
22. BANK NEW YORK MELLON CORP COM
2016-04-29
2019-04-24
220. RAYTHEON COMPANY
2019-04-24
217. AMPHENOL CORP NEW CL A
2018-11-02
2019-05-10
18. AMPHENOL CORP NEW CL A
2018-11-02
2019-05-10
133. AMPHENOL CORP NEW CL A
2018-11-02
2019-05-13
52. AMPHENOL CORP NEW CL A
2019-05-13
451. KOHLS CORP COM
2019-05-24
8. KOHLS CORP COM
2018-04-06
2019-05-24
147. KOHLS CORP COM
2018-04-06
2019-05-28
30. ALPHABET INC/CA-CL A
2019-01-04
2019-06-12
10. ALPHABET INC/CA-CL A
2019-06-12
567. CENTENE CORP
2019-06-12
10. CENTENE CORP
2018-04-26
2019-06-12
20. CENTENE CORP
2018-04-26
2019-06-12
87. CENTENE CORP
2018-04-26
2019-06-13
205. DUKE ENERGY HOLDING CORP
2018-12-13
2019-06-13
235. DUKE ENERGY HOLDING CORP
2019-06-14
159. WASTE MANAGEMENT INC
2018-03-09
2019-06-28
201. WASTE MANAGEMENT INC
2019-07-01
20. ALEXION PHARMACEUTICALS INC
2019-02-22
2019-07-05
10. ALPHABET INC/CA-CL A
2015-08-04
2019-07-05
20. AMERICAN WATER WORKS CO INC
2016-02-09
2019-07-05
20. AMGEN INC
2014-01-17
2019-07-05
40. APPLE INC
2009-03-05
2019-07-05
30. AUTOMATIC DATA PROCESSING INC
2018-05-25
2019-07-05
60. BP PLC SPONSORED ADR
2019-02-25
2019-07-05
220. BANK OF AMERICA CORP
2019-02-01
2019-07-05
30. BAXTER INTERNATIONAL INC
2018-01-04
2019-07-05
50. BERRY GLOBAL GROUP INC
2019-04-16
2019-07-05
50. BOOZ ALLEN HAMILTON HOLDING
2019-03-22
2019-07-05
40. BRISTOL MYERS SQUIBB CO
2018-09-17
2019-07-05
10. BROADCOM INC
2019-02-11
2019-07-05
10. BURLINGTON STORES INC
2019-07-05
80. CBRE GROUP INC
2019-07-05
50. CSX CORP COM
2018-09-14
2019-07-05
30. CELANESE CORP
2018-10-25
2019-07-05
20. CHEVRON CORPORATION
2018-06-13
2019-07-05
30. CHURCH & DWIGHT INC
2019-02-01
2019-07-05
120. CISCO SYS INC COM
2018-10-25
2019-07-05
10. CINTAS CORP
2019-05-01
2019-07-05
90. CITIZENS FINANCIAL GROUP
2016-11-14
2019-07-05
140. COMCAST CORPORATION CL A
2018-10-11
2019-07-05
50. CONOCOPHILLIPS
2017-11-06
2019-07-05
10. COSTCO WHSL CORP NEW COM
2019-03-15
2019-07-05
20. DANAHER CORP
2018-06-15
2019-07-05
20. DARDEN RESTAURANTS INC W I
2019-05-24
2019-07-05
20. DOLLAR GENERAL CORP
2018-11-08
2019-07-05
50. E*TRADE FINANCIAL CORP
2019-07-05
20. FACEBOOK INC
2016-03-03
2019-07-05
20. HCA HEALTHCARE INC
2019-03-22
2019-07-05
20. HOME DEPOT INC COM
2012-01-09
2019-07-05
110. INTEL CORP
2018-11-02
2019-07-05
10. INTERNATIONAL FLAVORS & FRAGRANCES INC
2019-02-04
2019-07-05
70. J P MORGAN CHASE & CO COM
2019-07-05
20. LAUDER ESTEE COS INC CL A
2019-03-08
2019-07-05
20. LILLY ELI & CO
2018-07-13
2019-07-05
10. LOCKHEED MARTIN CORP
2019-07-01
2019-07-05
20. M&T BK CORP
2019-03-15
2019-07-05
20. MCDONALDS CORP COM
2017-07-28
2019-07-05
100. MICROSOFT CORP
2018-09-14
2019-07-05
20. NORFOLK SOUTHN CORP COM
2019-07-05
10. NORTHROP GRUMMAN CORPORATION
2015-02-19
2019-07-05
40. OMNICOM GROUP INC
2019-06-12
2019-07-05
100. PFIZER INC COM
2017-11-10
2019-07-05
60. PROCTER & GAMBLE CO
2019-03-15
2019-07-05
40. PROGRESSIVE CORP OHIO
2019-02-12
2019-07-05
20. QUEST DIAGNOSTICS INC
2019-06-17
2019-07-05
20. S&P GLOBAL INC
2016-05-24
2019-07-05
20. SEMPRA ENERGY
2019-06-17
2019-07-05
50. SUNTRUST BANKS INC COM
2016-06-23
2019-07-05
40. T-MOBILE US INC
2017-05-01
2019-07-05
50. TOTAL FINA S A
2015-08-12
2019-07-05
20. UNITED RENTALS INC COM
2017-05-25
2019-07-05
10. UNITEDHEALTH GROUP INC COM
2017-01-27
2019-07-05
30. VISA INC CLASS A SHARES
2013-02-08
2019-07-05
60. WEC ENERGY GROUP INC
2009-06-04
2019-07-05
30. WASTE MANAGEMENT INC
2018-03-09
2019-07-05
10. ACCENTURE PLC CLASS A SEDOL B4BNMY3
2019-05-10
2019-07-05
30. INGERSOLL-RAND PLC EXCHANGE 3/02/2020
2019-04-12
2019-07-05
88. INTEL CORP
2018-11-02
2019-07-11
805. INTEL CORP
2019-07-11
592. INTEL CORP
2018-11-02
2019-07-11
59. INTEL CORP
2016-08-19
2019-07-11
1. BANK OF AMERICA XXX-XX-XXXX
2001-01-01
2019-07-11
1. PFIZER INC XXX-XX-XXXX
2001-01-01
2019-07-11
30. ALEXION PHARMACEUTICALS INC
2019-02-25
2019-07-18
10. ALPHABET INC/CA-CL A
2015-08-04
2019-07-18
10. AMAZON.COM INC
2018-05-04
2019-07-18
50. AMERICAN WATER WORKS CO INC
2016-02-09
2019-07-18
50. AMGEN INC
2014-01-17
2019-07-18
60. APPLE INC
2019-07-18
60. AUTOMATIC DATA PROCESSING INC
2018-05-25
2019-07-18
10. AUTOZONE INC
2018-10-11
2019-07-18
110. BP PLC SPONSORED ADR
2019-02-25
2019-07-18
420. BANK OF AMERICA CORP
2019-07-18
70. BAXTER INTERNATIONAL INC
2018-01-04
2019-07-18
80. BERRY GLOBAL GROUP INC
2019-04-16
2019-07-18
120. BOOZ ALLEN HAMILTON HOLDING
2019-03-22
2019-07-18
90. BRISTOL MYERS SQUIBB CO
2018-09-17
2019-07-18
20. BROADCOM INC
2019-02-11
2019-07-18
30. BURLINGTON STORES INC
2016-08-31
2019-07-18
170. CBRE GROUP INC
2018-02-27
2019-07-18
40. CDW CORP/DE
2019-07-18
100. CSX CORP COM
2019-07-18
70. CELANESE CORP
2018-10-25
2019-07-18
40. CHEVRON CORPORATION
2018-07-02
2019-07-18
70. CHURCH & DWIGHT INC
2019-02-01
2019-07-18
140. CISCO SYS INC COM
2018-10-25
2019-07-18
60. CISCO SYS INC COM
2018-04-26
2019-07-18
20. CINTAS CORP
2019-07-18
180. CITIZENS FINANCIAL GROUP
2016-11-14
2019-07-18
250. COMCAST CORPORATION CL A
2018-10-11
2019-07-18
90. CONOCOPHILLIPS
2017-11-06
2019-07-18
30. COSTCO WHSL CORP NEW COM
2019-03-15
2019-07-18
50. DANAHER CORP
2018-06-15
2019-07-18
40. DARDEN RESTAURANTS INC W I
2019-05-24
2019-07-18
40. DOLLAR GENERAL CORP
2018-11-08
2019-07-18
100. E*TRADE FINANCIAL CORP
2019-07-18
40. FACEBOOK INC
2016-03-03
2019-07-18
30. HCA HEALTHCARE INC
2019-03-22
2019-07-18
50. HOME DEPOT INC COM
2012-01-09
2019-07-18
30. INTERNATIONAL FLAVORS & FRAGRANCES INC
2019-02-04
2019-07-18
160. J P MORGAN CHASE & CO COM
2019-07-18
40. LAUDER ESTEE COS INC CL A
2019-03-08
2019-07-18
50. LILLY ELI & CO
2018-07-13
2019-07-18
10. LOCKHEED MARTIN CORP
2019-07-01
2019-07-18
50. M&T BK CORP
2019-07-18
50. MCDONALDS CORP COM
2017-07-28
2019-07-18
200. MICROSOFT CORP
2018-09-14
2019-07-18
40. NORFOLK SOUTHN CORP COM
2018-11-16
2019-07-18
20. NORTHROP GRUMMAN CORPORATION
2015-02-19
2019-07-18
60. OMNICOM GROUP INC
2019-06-12
2019-07-18
180. PFIZER INC COM
2017-11-10
2019-07-18
120. PROCTER & GAMBLE CO
2019-07-18
90. PROGRESSIVE CORP OHIO
2019-02-12
2019-07-18
50. QUEST DIAGNOSTICS INC
2019-06-13
2019-07-18
50. S&P GLOBAL INC
2019-07-18
30. SEMPRA ENERGY
2019-06-17
2019-07-18
130. SUNTRUST BANKS INC COM
2019-07-18
80. T-MOBILE US INC
2019-07-18
120. TOTAL FINA S A
2015-08-12
2019-07-18
40. UNITED RENTALS INC COM
2017-05-25
2019-07-18
30. UNITEDHEALTH GROUP INC COM
2017-01-27
2019-07-18
60. VISA INC CLASS A SHARES
2013-02-08
2019-07-18
110. WEC ENERGY GROUP INC
2009-06-04
2019-07-18
50. WASTE MANAGEMENT INC
2019-07-18
40. ACCENTURE PLC CLASS A SEDOL B4BNMY3
2019-07-11
2019-07-18
70. INGERSOLL-RAND PLC EXCHANGE 3/02/2020
2019-04-12
2019-07-18
310. M&T BK CORP
2019-07-26
220. BERRY GLOBAL GROUP INC
2019-08-02
292. BERRY GLOBAL GROUP INC
2019-08-02
38. BERRY GLOBAL GROUP INC
2019-04-11
2019-08-02
220. INTERNATIONAL FLAVORS & FRAGRANCES INC
2019-08-08
90. NORFOLK SOUTHN CORP COM
2018-11-16
2019-08-08
500. PFIZER INC COM
2017-11-10
2019-08-08
90. HOME DEPOT INC COM
2012-01-09
2019-08-22
90. MCDONALDS CORP COM
2019-08-22
64. NORFOLK SOUTHN CORP COM
2018-11-16
2019-08-22
46. NORFOLK SOUTHN CORP COM
2019-08-22
350. BANK OF AMERICA CORP
2018-07-27
2019-08-23
107. CBRE GROUP INC
2018-02-27
2019-08-23
15. CBRE GROUP INC
2018-02-27
2019-08-23
33. NORFOLK SOUTHN CORP COM
2018-12-13
2019-08-23
42. NORFOLK SOUTHN CORP COM
2018-12-13
2019-08-23
148. CBRE GROUP INC
2018-02-27
2019-08-26
15. CBRE GROUP INC
2018-02-27
2019-08-27
69. CBRE GROUP INC
2018-02-27
2019-08-27
156. CBRE GROUP INC
2018-02-27
2019-08-28
227. ALEXION PHARMACEUTICALS INC
2019-09-05
13. ALEXION PHARMACEUTICALS INC
2019-09-05
90. AUTOMATIC DATA PROCESSING INC
2019-09-27
290. CISCO SYS INC COM
2018-04-26
2019-09-27
10. CISCO SYS INC COM
2018-04-26
2019-09-27
182. UNITED RENTALS INC COM
2017-05-25
2019-09-27
121. UNITED RENTALS INC COM
2019-09-30
80. AUTOMATIC DATA PROCESSING INC
2018-05-24
2019-10-04
664. CSX CORP COM
2019-10-04
16. CSX CORP COM
2018-07-27
2019-10-04
424. CISCO SYS INC COM
2019-10-04
6. CISCO SYS INC COM
2011-11-11
2019-10-04
53. E*TRADE FINANCIAL CORP
2019-04-25
2019-10-04
617. E*TRADE FINANCIAL CORP
2019-10-04
690. BP PLC SPONSORED ADR
2019-10-10
150. CELANESE CORP
2018-05-16
2019-10-10
173. HCA HEALTHCARE INC
2019-03-22
2019-10-10
440. PFIZER INC COM
2017-11-10
2019-10-10
30. BP PLC SPONSORED ADR
2019-02-22
2019-10-11
67. HCA HEALTHCARE INC
2019-03-22
2019-10-11
285. PFIZER INC COM
2017-11-10
2019-10-11
341. CELANESE CORP
2019-11-01
50. MCDONALDS CORP COM
2017-06-19
2019-11-08
292. WEC ENERGY GROUP INC
2009-06-04
2019-11-08
8. WEC ENERGY GROUP INC
2009-06-04
2019-11-08
613. CISCO SYS INC COM
2019-12-04
31. CISCO SYS INC COM
2011-12-01
2019-12-04
.7 TRUIST FINANCIAL CORP
2016-06-24
2019-12-19
CAPITAL GAIN DIVIDENDS
P
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a
78,285
43,880
34,405
b
34,514
42,290
-7,776
c
93,000
97,202
-4,202
d
516
516
e
2,286
2,544
-258
30,787
34,341
-3,554
29,683
28,517
1,166
36,601
28,874
7,727
933
735
198
22,291
22,738
-447
7,350
5,815
1,535
553
434
119
368
398
-30
31,376
28,680
2,696
24,731
24,490
241
13,827
13,484
343
279
252
27
18,902
17,120
1,782
14,259
13,874
385
3,542
3,430
112
13,201
16,003
-2,802
21,014
25,268
-4,254
16,119
19,251
-3,132
34,305
41,279
-6,974
29,166
33,351
-4,185
1,057
1,207
-150
5,289
6,036
-747
32,589
19,723
12,866
2,870
1,644
1,226
16
16
11,769
14,451
-2,682
19,717
23,812
-4,095
39,174
51,237
-12,063
2,617
3,065
-448
62,919
45,166
17,753
11,038
12,624
-1,586
23,608
30,127
-6,519
7,671
9,301
-1,630
31,939
26,597
5,342
1,055
883
172
40,831
28,002
12,829
20,478
19,584
894
1,699
1,624
75
12,271
12,003
268
4,794
4,680
114
23,076
29,952
-6,876
408
517
-109
7,568
9,498
-1,930
32,364
32,275
89
10,760
6,874
3,886
30,306
31,004
-698
535
542
-7
1,068
1,084
-16
4,668
4,716
-48
17,757
18,649
-892
20,566
21,341
-775
18,379
13,811
4,568
23,134
17,407
5,727
2,612
2,578
34
11,327
6,631
4,696
2,359
1,312
1,047
3,725
2,382
1,343
8,195
510
7,685
4,950
3,918
1,032
2,459
2,552
-93
6,438
6,295
143
2,461
2,052
409
2,708
2,937
-229
3,395
2,869
526
1,845
2,453
-608
2,834
2,745
89
1,757
815
942
4,221
3,784
437
3,921
3,686
235
3,166
2,896
270
2,471
2,544
-73
2,231
1,942
289
6,800
5,462
1,338
2,394
2,176
218
3,233
2,761
472
6,058
4,790
1,268
2,993
2,678
315
2,684
2,346
338
2,889
2,042
847
2,471
2,402
69
2,800
2,349
451
2,306
2,510
-204
3,937
2,191
1,746
2,764
2,706
58
4,232
864
3,368
5,288
5,192
96
1,450
1,420
30
7,941
4,158
3,783
3,702
3,118
584
2,267
1,791
476
3,698
3,647
51
3,482
3,474
8
4,232
3,115
1,117
13,721
11,324
2,397
4,026
3,457
569
3,242
1,699
1,543
3,378
3,194
184
4,414
3,504
910
6,798
6,147
651
3,364
2,785
579
2,067
2,036
31
4,740
2,222
2,518
2,768
2,757
11
3,191
2,151
1,040
3,052
2,718
334
2,770
2,535
235
2,660
2,249
411
2,475
1,630
845
5,306
1,182
4,124
5,102
1,212
3,890
3,498
2,583
915
1,916
1,739
177
3,737
3,424
313
4,278
4,154
124
39,048
28,406
10,642
28,716
27,943
773
2,869
2,080
789
118
118
152
152
3,688
3,984
-296
11,464
6,631
4,833
19,771
15,810
3,961
5,858
3,279
2,579
8,967
5,954
3,013
12,317
764
11,553
10,064
7,836
2,228
11,611
7,784
3,827
4,265
4,678
-413
12,359
12,007
352
5,811
4,789
1,022
4,356
4,699
-343
8,089
6,884
1,205
3,960
5,519
-1,559
5,787
5,491
296
5,357
2,421
2,936
8,877
8,009
868
4,490
4,624
-134
7,180
7,033
147
7,425
6,756
669
4,985
4,962
23
5,364
4,532
832
8,074
6,373
1,701
3,460
2,653
807
5,213
4,344
869
6,235
5,522
713
11,123
8,554
2,569
5,426
4,820
606
8,480
7,037
1,443
7,144
5,104
2,040
4,954
4,805
149
5,709
4,697
1,012
4,644
5,015
-371
8,023
4,382
3,641
4,233
4,060
173
10,720
2,160
8,560
4,289
4,259
30
18,337
5,450
12,887
7,606
6,236
1,370
5,419
4,477
942
3,554
3,647
-93
8,110
7,505
605
10,787
7,788
2,999
27,198
22,648
4,550
7,841
6,910
931
6,413
3,398
3,015
4,876
4,791
85
7,740
6,308
1,432
13,851
12,143
1,708
7,295
6,267
1,028
5,035
5,011
24
12,043
5,438
6,605
4,234
4,135
99
8,528
5,519
3,009
6,236
5,435
801
6,525
6,085
440
4,836
4,497
339
7,807
4,889
2,918
10,825
2,363
8,462
9,653
2,222
7,431
5,889
4,305
1,584
7,792
7,753
39
8,749
7,990
759
50,893
48,557
2,336
9,596
12,918
-3,322
12,767
17,043
-4,276
1,663
2,187
-524
26,904
31,185
-4,281
16,201
15,548
653
18,394
17,521
873
19,924
3,888
16,036
19,711
13,830
5,881
11,159
11,056
103
8,023
7,306
717
9,313
10,869
-1,556
5,397
5,041
356
741
707
34
5,593
5,173
420
7,117
6,583
534
7,298
6,972
326
747
707
40
3,428
3,251
177
7,802
7,349
453
22,853
29,610
-6,757
1,319
1,662
-343
14,436
11,726
2,710
14,194
12,822
1,372
493
442
51
22,870
20,463
2,407
15,054
16,935
-1,881
12,691
10,381
2,310
44,144
47,173
-3,029
1,067
1,123
-56
20,015
14,559
5,456
283
114
169
1,912
2,654
-742
22,215
30,788
-8,573
25,628
29,310
-3,682
17,777
16,683
1,094
20,520
23,411
-2,891
15,758
15,419
339
1,124
1,272
-148
8,104
9,067
-963
10,330
9,987
343
41,719
35,973
5,746
9,692
7,653
2,039
25,670
5,897
19,773
706
162
544
27,025
11,567
15,458
1,370
576
794
39
22
17
30,933
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
34,405
b
-7,776
c
-4,202
d
516
e
-258
-3,554
1,166
7,727
198
-447
1,535
119
-30
2,696
241
343
27
1,782
385
112
-2,802
-4,254
-3,132
-6,974
-4,185
-150
-747
12,866
1,226
16
-2,682
-4,095
-12,063
-448
17,753
-1,586
-6,519
-1,630
5,342
172
12,829
894
75
268
114
-6,876
-109
-1,930
89
3,886
-698
-7
-16
-48
-892
-775
4,568
5,727
34
4,696
1,047
1,343
7,685
1,032
-93
143
409
-229
526
-608
89
942
437
235
270
-73
289
1,338
218
472
1,268
315
338
847
69
451
-204
1,746
58
3,368
96
30
3,783
584
476
51
8
1,117
2,397
569
1,543
184
910
651
579
31
2,518
11
1,040
334
235
411
845
4,124
3,890
915
177
313
124
10,642
773
789
118
152
-296
4,833
3,961
2,579
3,013
11,553
2,228
3,827
-413
352
1,022
-343
1,205
-1,559
296
2,936
868
-134
147
669
23
832
1,701
807
869
713
2,569
606
1,443
2,040
149
1,012
-371
3,641
173
8,560
30
12,887
1,370
942
-93
605
2,999
4,550
931
3,015
85
1,432
1,708
1,028
24
6,605
99
3,009
801
440
339
2,918
8,462
7,431
1,584
39
759
2,336
-3,322
-4,276
-524
-4,281
653
873
16,036
5,881
103
717
-1,556
356
34
420
534
326
40
177
453
-6,757
-343
2,710
1,372
51
2,407
-1,881
2,310
-3,029
-56
5,456
169
-742
-8,573
-3,682
1,094
-2,891
339
-148
-963
343
5,746
2,039
19,773
544
15,458
794
17
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
310,050
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
470,082
10,039,638
0.046823
2017
445,484
9,676,625
0.046037
2016
462,729
9,067,893
0.051029
2015
430,009
9,342,227
0.046029
2014
429,224
9,258,366
0.046361
2
Total
of line 1, column (d)
.....................
2
0.236279
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
0.047256
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
9,821,147
5
Multiply line 4 by line 3
......................
5
464,108
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
5,120
7
Add lines 5 and 6
........................
7
469,228
8
Enter qualifying distributions from Part XII, line 4
,.............
8
499,465
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
5,120
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
5,120
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
5,120
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
11,582
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
11,582
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
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
6,462
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
2,560
Refunded
11
3,902
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)
OH
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
14
The books are in care of
PNC BANK NA
Telephone no.
(216) 257-4701
Located at
PO BOX 609
PITTSBURGH
PA
ZIP+4
15230
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
TRUSTEE
6
59,348
PO BOX 609
PITTSBURGH
,
PA
15230
NANCY FRIEDMAND
TRUSTEE
3
0
PO BOX 609
PITTSBURGH
,
PA
15230
DEBORAH B FRIEDMAND
TRUSTEE
3
0
PO BOX 609
PITTSBURGH
,
PA
15230
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
9,970,708
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
9,970,708
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
9,970,708
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
149,561
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
9,821,147
6
Minimum investment return.
Enter 5% of line 5
..................
6
491,057
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
491,057
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
5,120
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
5,120
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
485,937
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
485,937
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
485,937
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
499,465
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
499,465
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
5,120
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
494,345
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
485,937
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
458,464
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:
$
499,465
a
Applied to 2018, but not more than line 2a
458,464
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
.....
41,001
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
..........
444,936
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
MALTZ MUSEUM OF JEWISH
HERITAGE
PO BOX 609
PITTSBURGH
,
PA
15230
NONE
PUBLIC CHARITY
TRANSPORTATION ASSISTANCE
5,000
MILESTONES ORGANIZATION
PO BOX 609
PITTSBURGH
,
PA
15230
NONE
PUBLIC CHARITY
GENERAL OPERATING SUPPORT
1,500
FRIENDS OF HISTORIC GLENDALE
CEMETERY
PO BOX 609
PITTSBURGH
,
PA
15230
NONE
PUBLIC CHARITY
BELL TOWER RESTORATION
2,000
PLAYHOUSE SQUARE FOUNDATION
PO BOX 609
PITTSBURGH
,
PA
15230
NONE
PUBLIC CHARITY
ONGOING SUPPORT
5,000
SENIOR TRANSPORTATIN CONNECTION
PO BOX 609
PITTSBURGH
,
PA
15230
NONE
PUBLIC CHARITY
TRANSPORTATION PROGRAM
4,000
LAW ENFORCEMENT FOUNDATION
PO BOX 609
PITTSBURGH
,
PA
15230
NONE
PUBLIC CHARITY
POLICE TRAINING SERIES
2,500
KARAMU HOUSE OF CLEVELAND
PO BOX 609
PITTSBURGH
,
PA
15230
NONE
PUBLIC CHARITY
K-12 CULLTURAL ARTS AND
1,000
MUSICAL ARTS ASSOCIATION
PO BOX 609
PITTSBURGH
,
PA
15230
NONE
PUBLIC CHARITY
EDUCATIONAL CONCERTS
7,500
BALDWIN WALLACE UNIVERSITY
PO BOX 609
PITTSBURGH
,
PA
15230
NONE
PUBLIC CHARITY
CAMPUS KITCHENS PROJECTS
3,000
ACHIEVEMENT CENTERS FOR
CHILDREN
PO BOX 609
PITTSBURGH
,
PA
15230
NONE
PUBLIC CHARITY
CAMP CHEERFUL SUPPORT
2,500
BOYS AND GIRLS CLUBS
PO BOX 609
PITTSBURGH
,
PA
15230
NONE
PUBLIC CHARITY
PROGRAM SUPPORT
3,000
STAN HYWET HALL AND GARDENS
PO BOX 609
PITTSBURGH
,
PA
15230
NONE
PUBLIC CHARITY
SUPPORTING THE TEA HOUSES
10,000
UNIVERSITY CIRCLE
PO BOX 609
PITTSBURGH
,
PA
15230
NONE
PUBLIC CHARITY
2016 FUTURE CONNECTIONS
5,000
MUSEUM OF CONTEMPORARY ART
CLEVELAND
PO BOX 609
PITTSBURGH
,
PA
15230
NONE
PUBLIC CHARITY
EDUCATIONAL PROGRAMS
3,000
DOMESTIC VIOLENCE AND CHILDREN
ADVOCATE
PO BOX 609
PITTSBURGH
,
PA
15230
NONE
PUBLIC CHARTY
EMERGENCY SHELTER SUPPORT
1,000
SHAKER SCHOOLS FOUNDATION
PO BOX 609
PITTSBURGH
,
PA
15230
NONE
PUBLIC CHARITY
SUPPORTING THE SCHOLARSHIP
5,000
CLEVELAND PUBLIC THEATRE
PO BOX 609
PITTSBURGH
,
PA
15230
NONE
PUBLIC CHARITY
BRICK CITY THEATRE PROGRAM
1,000
LAKELAND FOUNDATION
PO BOX 609
PITTSBURGH
,
PA
15230
NONE
PUBLIC CHARITY
PUBLIC SERVICE CENTER
10,000
YOUTH CHALLENCE
PO BOX 609
PITTSBURGH
,
PA
15230
NONE
PUBLIC CHARITY
CHILD SPONORSHIP PROGRAM
1,500
ROCK AND ROLL HALL OF FAME
PO BOX 609
PITTSBURGH
,
PA
15230
NONE
PUBLIC CHARITY
K-12 EDUCATIONAL PROGRAMS
5,000
PROFESSIONAL FLAIR
PO BOX 609
PITTSBURGH
,
PA
15230
NONE
PUBLIC CHARITY
RESIDENCY PROGRAMS
1,000
HOPEWELL
PO BOX 609
PITTSBURGH
,
PA
15230
NONE
PUBLIC CHARITY
JOB READINESS AND ART
10,000
GATHERING PLACE
PO BOX 609
PITTSBURGH
,
PA
15230
NONE
PUBLIC CHARITY
SURVIVORSHIP PROGRAMS
5,000
UNITED WAY OF GREATER
CLEVELAND
PO BOX 609
PITTSBURHG
,
PA
15230
NONE
PUBLIC CHARITY
211 PROGRAM
13,500
RAINEY INSTITUTE
PO BOX 609
PITTSBURGH
,
PA
15230
NONE
PUBLIC CHARITY
SUMMER ARTS CAMP
3,000
CITY MUSIC CLEVELAND
PO BOX 609
PITTSBURGH
,
PA
15230
NONE
PUBLIC CHARITY
MUSICAL INSTRUMENT
5,000
CLEVELAND CLASSICAL BALLET ASSOC
PO BOX 609
PITTSBURGH
,
PA
15230
NONE
PUBLIC CHARITY
ARTEMOTION SUMMER INTENSIVE
2,000
CLEVELAND RAPE CRISIS CENTER
PO BOX 609
PITTSBURGH
,
PA
15230
NONE
PUBLIC CHARITY
GENERAL SUPPORT
2,000
WESTERN RESERVE HISTORICAL SOCIETY
PO BOX 609
PITTSBURGH
,
PA
15230
NONE
PUBLIC CHARITY
EDUCATION INITIATIVES
5,000
ELIZA BRYANT VILLAGE
PO BOX 609
PITTSBURGH
,
PA
15230
NONE
PUBLIC CHARITY
MUSIC AND ART THERAPY
10,000
GREAT LAKES THEATER FESTIVAL
PO BOX 609
PITTSBURGH
,
PA
15230
NONE
PUBLIC CHARITY
SUPPORT THE STUDENT MATINEE
5,000
DOBAMA THEATRE
PO BOX 609
PITTSBURGH
,
PA
15230
NONE
PUBLIC CHARITY
SUMMER YOUTH PROGRAMS
2,000
LANDS STUDIO
PO BOX 609
PITTSBURGH
,
PA
15230
NONE
PUBLIC CHARITY
SEASON PARK SUMMER PROGRAM
2,000
CLEVELAND FOOD BANK
PO BOX 609
PITTSBURGH
,
PA
15230
NONE
PUBLIC CHARITY
HUNGER RELIEF INITIATIVES
5,000
PROVIDENCE HOUSE
PO BOX 609
PITTSBURGH
,
PA
15230
NONE
PUBLIC CHARITY
CARE FOR ONE AT RISK CHILD
3,000
YOUTH OPPORTUNITIES UNLIMITED
PO BOX 609
PITTSBURGH
,
PA
15230
NONE
PUBLIC CHARITY
YOU PROGRAMS AND SERVICES
2,000
MALACHI HOUSE
PO BOX 609
PITTSBURGH
,
PA
15230
NONE
PUBLIC CHARITY
MEDICALLY EQUIPED RMS
3,000
MONTESSORI DEVELOPMENT PARTNERSHIP
PO BOX 609
PITTSBURGH
,
PA
15230
NONE
PUBLIC CHARITY
UPDATING AND FURNISHING
10,000
APOLLOS FIRE THE CLEVELAND
BAROQ
PO BOX 609
PITTSBURGH
,
PA
15230
NONE
PUBLIC CHARITY
CONTRYSIDE SUMMER SERIES
3,000
LIFEACT
PO BOX 609
PITTSBURGH
,
PA
15230
NONE
PUBLIC CHARITY
GENERAL SUPPORT
1,000
IDEASTREAM
PO BOX 609
PITTSBURGH
,
PA
15230
NONE
PUBLIC CHARITY
ENVIRONMENTAL ISSUES
10,000
CUYAHOGA COUNTY PUBLIC LIBRARY
PO BOX 609
PITTSBURGH
,
PA
15230
NONE
PUBLIC CHARITY
YOUTH SUMMER CAMP PROGRAMS
5,000
BECK CENTER FOR THE ARTS
PO BOX 609
PITTSBURGH
,
PA
15230
NONE
PUBLIC CHARITY
OUTREACH EDUCATION PROGRAMS
5,000
CLEVELAND PLAYHOUSE
PO BOX 609
PITTSBURGH
,
PA
15230
NONE
PUBLIC CHARITY
EDUCATIONAL PROGRAMS
5,000
COLLEGE NOW GREATER CLEVELAND
PO BOX 609
PITTSBURGH
,
PA
15230
NONE
PUBLIC CHARITY
GENERAL OPERATIONS
3,000
ART THERAPY STUDIO
PO BOX 609
PITTSBURGH
,
PA
15230
NONE
PUBLIC CHARITY
GENERAL OPERATION SUPPORT
1,000
FOUNDATION CENTER
PO BOX 609
PITTSBURGH
,
PA
15230
NONE
PUBLIC CHARITY
PROGRAMS AND SERVICES FOR
2,000
DIVERSITY CENTER OF
NORTHEAST OHIO
PO BOX 609
PITTSBURGH
,
PA
15230
NONE
PUBLIC CHARITY
GENERAL SUPPORT
3,000
FRIENDS OF BREAKTHROUGH SCHOOL
PO BOX 609
PITTSBURGH
,
PA
15230
NONE
PUBLIC CHARITY
EXPANSION ACROSS CLEVELAND
5,000
CITY YEAR
PO BOX 609
PITTSBURGH
,
PA
15230
NONE
PUBLIC CHARITY
WHOLE SCHOOL WHOLE CHILD
5,000
EDWINS LEADERSHIP
PO BOX 609
PITTSBURGH
,
PA
15230
NONE
PUBLIC CHARITY
EDUCATION RE ENTRY PROGRAM
4,000
DANCING CLASSROOMS NORTHEAST
OHIO
PO BOX 609
PITTSBURGH
,
PA
15230
NONE
PUBLIC CHARITY
RESIDENCY PROJECT
2,000
OHIO FOUNDATION OF INDEPENDENT
COLLEGE
PO BOX 609
PITTSBURGH
,
PA
15230
NONE
PUBLIC CHARITY
CLEVELAND SCHOLARSHIPS
5,000
CLEVELAND BOTANICAL GARDEN
PO BOX 609
PITTSBURGH
,
PA
15230
NONE
PUBLIC CHARITY
GREEN CORPS URBAN FARM
3,000
CLEVELAND MUSEUM OF ART
PO BOX 609
PITTSBURGH
,
PA
15230
NONE
PUBLIC CHARITY
ANNUAL FUND AND OPERATIONS
6,000
HIRAM HOUSE
PO BOX 609
PITTSBURGH
,
PA
15230
NONE
PUBLIC CHARITY
CAMPERSHIP FUND
2,000
MANDEL JEWISH COMMUNTY CENTER
PO BOX 609
PITTSBURGH
,
PA
15230
NONE
PUBLIC CHARITY
JEWISH FILM FEST
7,500
VOCATIONAL GUIDANCE SERVICES
PO BOX 609
PITTSBURGH
,
PA
15230
NONE
PUBLIC CHARITY
OPERATION SUPPORT
5,000
CLEVELAND SOCIETY FOR THE BLIND
PO BOX 609
PITTSBURGH
,
PA
15230
NONE
PUBLIC CHARITY
OPERATION SUPPORT
5,000
MALTZ MUSEUM
PO BOX 609
PITTSBURGH
,
PA
15230
NONE
PUBLIC CHARITY
ADMISSION ASSISTANCE
5,000
JEWISH FEDERATION OF CLEVELAND
PO BOX 609
PITTSBURGH
,
PA
15230
NONE
PUBLIC CHARITY
GENERAL PURPOSES
27,000
BELLEFAIRE JEWISH CHILDRENS
BUREAU
PO BOX 609
PITTSBURGH
,
PA
15230
NONE
PUBLIC CHARITY
2017 SAY LEADERSHIP
5,000
HUNGER NETWORK OF GREATER
CLEVELAND
PO BOX 609
PITTSBURGH
,
PA
15230
NONE
PUBLIC CHARITY
EQUIPMENT PURCHASE
12,000
METROHEALTH FOUNDATION
PO BOX 609
PITTSBURGH
,
PA
15230
NONE
PUBLIC CHARITY
ELDER CARE LAW PROJECT
7,500
CUYAHOGA COMMUNITY COLLEGE
PO BOX 609
PITTSBURGH
,
PA
15230
NONE
PUBLIC CHARTY
GENERAL SUPPORT
2,000
CLEVELAND MUSEUM OF NATURAL
HISTORY
PO BOX 609
PITTSBURGH
,
PA
15230
NONE
PUBLIC CHARITY
GENERAL SUPPORT
4,000
UNIVERSITY HOSPITAL
HEALTH SYSTEM
PO BOX 609
PITTSBURGH
,
PA
15230
NONE
PUBLIC CHARITY
GENERAL SUPPORT
2,500
NATIONAL INVENTORS HALL
OF FAME
PO BOX 609
PITTSBURGH
,
PA
15230
NONE
PUBLIC CHARITY
GENERAL SUPPORT
2,500
FAMILY PROMISE OF GREATER
CLEVELAND
PO BOX 609
PITTSBURGH
,
PA
15230
NONE
PUBLIC CHARITY
GENERAL SUPPORT
2,000
CONTEMPORARY YOUTH
ORCHESTRA
PO BOX 609
PITTSBURGH
,
PA
15230
NONE
PUBLIC CHARITY
GENERAL SUPPORT
2,500
SHAKER LAKES REGIONAL NATURE
CENTER
PO BOX 609
PITTSBURGH
,
PA
15230
NONE
PUBLIC CHARITY
GENERAL SUPPORT
2,500
CHAMBERFEST CLEVELAND
PO BOX 609
PITTSBURGH
,
PA
15230
NONE
PUBLIC CHARITY
GENERAL SUPPORT
2,500
WELL COMMUNITY DEVELOPMENT
PO BOX 609
PITTSBURGH
,
PA
15230
NONE
PUBLIC CHARITY
GENERAL SUPPORT
2,500
OHIOGUIDESTONE
PO BOX 609
PITTSBURGH
,
PA
15230
NONE
PUBLIC CHARITY
GENERAL SUPPORT
5,000
LAKE ERIE JUNIOR NATURE AND
SCIENCE CENTER
PO BOX 609
PITTSBURGH
,
PA
15230
NONE
PUBLIC CHARITY
GENERAL SUPPORT
2,000
LEGAL AID SOCIETY OF CLEVELAND
PO BOX 609
PITTSBURGH
,
PA
15230
NONE
PUBLIC CHARITY
GENERAL SUPPORT
2,000
CHILDRENS MUSEUM OF
CLEVELAND
PO BOX 609
PITTSBURGH
,
PA
15230
NONE
PUBLIC CHARITY
GENERAL SUPPORT
5,000
AKRON CANTON REGIONAL FOODBANK
PO BOX 609
PITTSBURGH
,
PA
15230
NONE
PUBLIC CHARITY
GENERAL SUPPORT
2,500
CONSERVANCY FOR CUYAHOGA
VALLEY
PO BOX 609
PITTSBURGH
,
PA
15230
NONE
PUBLIC CHARITY
GENERAL SUPPORT
2,000
CLEVELAND INSTITUTE OF MUSIC
PO BOX 609
PITTSBURGH
,
PA
15230
NONE
PUBLIC CHARITY
GENERAL SUPPORT
5,000
CASE WESTERN RESERVE
UNIVERSITY
PO BOX 609
PITTSBURGH
,
PA
15230
NONE
PUBLIC CHARITY
GENERAL SUPPORT
20,000
GREAT LAKES MUSEUM OF SCIENCE
PO BOX 609
PITTSBURGH
,
PA
15230
NONE
PUBLIC CHARITY
GENERAL SUPPORT
4,000
HEBREW FREE LOAN ASSOC
PO BOX 609
PITTSBURGH
,
PA
15230
NONE
PUBLIC CHARITY
GENERAL SUPPORT
3,000
NORTH COAST COMMUNITY HOMES
PO BOX 609
PITTSBURGH
,
PA
15230
NONE
PUBLIC CHARITY
GENERAL SUPPORT
3,000
JEWISH FAMILY SERVICES
PO BOX 609
PITTSBURGH
,
PA
15230
NONE
PUBLIC CHARITY
GENERAL SUPPORT
7,500
ENSEMBLE THEATER
PO BOX 609
PITTSBURGH
,
PA
15230
NONE
PUBLIC CHARITY
GENERAL SUPPORT
5,000
MOBLEMED FOUNDATION
PO BOX 609
PITTSBURGH
,
PA
15230
NONE
PUBLIC CHARITY
GENERAL SUPPORT
5,000
MENORAH PARK
PO BOX 609
PITTSBURGH
,
PA
15230
NONE
PUBLIC CHARITY
GENERAL SUPPORT
10,000
NORTHCOAST FARMERS MARKET
PO BOX 609
PITTSBURGH
,
PA
15230
NONE
PUBLIC CHARITY
GENERAL SUPPORT
2,000
NEAR WEST THEATRE
PO BOX 609
PITTSBURGH
,
PA
15230
NONE
PUBLIC CHARITY
GENERAL SUPPORT
1,000
CLEVELAND KIDS
PO BOX 609
PITTSBURGH
,
PA
15230
NONE
PUBLIC CHARITY
GENERAL SUPPORT
3,000
US CONF OF CATHOLIC
PO BOX 609
PITTSBURGH
,
PA
15230
NONE
PUBLIC CHARITY
GENERAL SUPPORT
3,500
GOODWILL
PO BOX 609
PITTSBURGH
,
PA
15230
NONE
PUBLIC CHARITY
GENERAL SUPORT
2,500
JCC OF AKRON
PO BOX 609
PITTSBURGH
,
PA
15230
NONE
PUBLIC CHARITY
GENERAL SUPPORT
5,000
INSTITUE OF ART
PO BOX 609
PITTSBURGH
,
PR
15230
NONE
PUBLIC CHARITY
GENERAL SUPPORT
3,000
GREAT CLEVELAND SPORTS
COMMISION
PO BOX 609
PITTSBURGH
,
PA
15230
NONE
PUBLIC CHARITY
GENERAL SUPPORT
5,000
CLEVELAND CULTURAL GARDEN
PO BOX 609
PITTSBURGH
,
PA
15230
NONE
PUBLIC CHARITY
GENERAL SUPPORT
2,000
AKRON MARATHON
PO BOX 609
PITTSBURGH
,
PA
15230
NONE
PUBLIC CHARITY
GENERAL SUPPORT
3,000
FIELDSTONE FARMS
PO BOX 609
PITTSBURGH
,
PA
15230
NONE
PUBLIC CHARITY
GENERAL SUPPORT
5,000
SHAKER HEIGHTS DEVELOPEMENT
PO BOX 609
PITTSBURGH
,
PA
15230
NONE
PUBLIC CHARITY
GENERAL SUPPORT
5,000
CLEVELAND SCHOOL OF THE ARTS
PO BOX 609
PITTSBURGH
,
PA
15230
NONE
PUBLIC CHARITY
GENERAL SUPPORT
3,500
Total
.................................
3a
458,500
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
232,626
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
310,050
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)
..
542,904
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
542,904
(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