-
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
THE RUTH DANLEY AND WILLIAM ENOCH MOORE FUND
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
25-6399593
B
Telephone number (see instructions)
(412) 762-3792
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)
$
19,924,346
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
...
413,818
413,818
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
398,933
b
Gross sales price for all assets on line 6a
5,241,232
7
Capital gain net income (from Part IV, line 2)
...
398,933
8
Net short-term capital gain
.........
0
9
Income modifications
...........
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
....
c
Gross profit or (loss) (attach schedule)
.....
11
Other income (attach schedule)
.......
2,252
2,252
12
Total.
Add lines 1 through 11
........
815,003
815,003
13
Compensation of officers, directors, trustees, etc.
113,492
102,142
11,350
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)
....
51,243
51,243
17
Interest
...............
0
18
Taxes (attach schedule) (see instructions)
...
22,666
10,786
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)
.......
14,355
14,315
40
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
201,756
127,243
0
62,633
25
Contributions, gifts, grants paid
.......
870,338
870,338
26
Total expenses and disbursements.
Add lines 24 and 25
1,072,094
127,243
0
932,971
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-257,091
b
Net investment income
(if negative, enter -0-)
687,760
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
.........
907,344
206,748
206,748
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)
.......
9,119,819
9,567,315
13,478,837
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)
..........
4,602,487
4,602,487
6,238,761
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)
14,629,650
14,376,550
19,924,346
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
........
14,378,715
14,317,825
27
Paid-in or capital surplus, or land, bldg., and equipment fund
28
Retained earnings, accumulated income, endowment, or other funds
250,935
58,725
29
Total net assets or fund balances
(see instructions)
.....
14,629,650
14,376,550
30
Total liabilities and net assets/fund balances
(see instructions)
.
14,629,650
14,376,550
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
14,629,650
2
Enter amount from Part I, line 27a
.....................
2
-257,091
3
Other increases not included in line 2 (itemize)
3
3,998
4
Add lines 1, 2, and 3
..........................
4
14,376,557
5
Decreases not included in line 2 (itemize)
5
7
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
14,376,550
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
225. KONINKLIJKE AHOLD DELHAIZE ADR SEDOL BD9FL92
2010-11-03
2019-01-02
b
314. AIA GROUP LTD SPONSORED ADR
2016-11-16
2019-01-03
c
562. FRESENIUS MED CARE SPONSORED ADR
2016-11-16
2019-01-03
d
1310. APPLE INC
2006-09-07
2019-01-04
e
1520. CITIGROUP INC
2017-07-28
2019-01-04
1. JPMORGAN CHASE 46625H100
2001-01-01
2019-01-16
1186. ENEL SPA ADR
2017-05-30
2019-01-22
65. WEIBO CORP-SPON ADR ADR SEDOL BLLJ4H7
2018-10-08
2019-01-22
223. WEIBO CORP-SPON ADR ADR SEDOL BLLJ4H7
2017-09-26
2019-01-22
1057. FANUC CORP ADR
2016-11-16
2019-01-23
187. IBERDROLA SA SPON ADR
2008-10-24
2019-01-30
48. CHEVRON CORPORATION
2018-06-13
2019-01-31
652. CHEVRON CORPORATION
2018-06-13
2019-01-31
127. MCCORMICK & CO INC COM NON VTG
2018-10-11
2019-01-31
466. MCCORMICK & CO INC COM NON VTG
2018-07-13
2019-01-31
2119. MORGAN STANLEY
2016-10-21
2019-01-31
53. MORGAN STANLEY
2016-10-21
2019-01-31
447. MCCORMICK & CO INC COM NON VTG
2018-07-16
2019-02-01
427. MORGAN STANLEY
2016-10-21
2019-02-01
31. MORGAN STANLEY
2016-10-21
2019-02-01
7. MCCORMICK & CO INC COM NON VTG
2018-07-16
2019-02-04
424. NASPERS LTD ADR
2016-11-16
2019-02-04
255. NTT DOCOMO INC SPON ADR
2013-11-26
2019-02-06
828. PRICE T ROWE GROUP INC COM
2017-08-28
2019-02-08
759. TE CONNECTIVITY LTD SEDOL B62B7C3 ISIN CH0102993182
2017-05-25
2019-02-08
426. TE CONNECTIVITY LTD SEDOL B62B7C3 ISIN CH0102993182
2017-05-25
2019-02-08
7. PRICE T ROWE GROUP INC COM
2017-08-29
2019-02-11
495. PRICE T ROWE GROUP INC COM
2017-08-25
2019-02-11
437. TE CONNECTIVITY LTD SEDOL B62B7C3 ISIN CH0102993182
2017-05-25
2019-02-11
108. TE CONNECTIVITY LTD SEDOL B62B7C3 ISIN CH0102993182
2017-05-25
2019-02-12
782. ARCHER DANIELS MIDLAND CO
2018-08-17
2019-02-15
.222 IBERDROLA SA SPON ADR
2008-10-24
2019-02-15
1243. ARCHER DANIELS MIDLAND CO
2018-08-16
2019-02-19
955. ARCHER DANIELS MIDLAND CO
2018-08-16
2019-02-20
233. KONINKLIJKE AHOLD DELHAIZE ADR SEDOL BD9FL92
2010-11-18
2019-02-20
1050. ABBVIE INC
2017-12-08
2019-02-22
1086. OCCIDENTAL PETE CORP COM
2018-01-19
2019-02-22
39. OCCIDENTAL PETE CORP COM
2018-01-19
2019-02-22
195. OCCIDENTAL PETE CORP COM
2018-01-19
2019-02-25
194.778 IBERDROLA SA SPON ADR
2008-10-24
2019-02-26
30.222 IBERDROLA SA SPON ADR
2019-02-14
2019-02-26
.2 MULTICHOICE GROUP LTD - ADR ADR SEDOL BJLKFN9
2019-03-04
2019-03-05
65. CANADIAN NATL RAILWAY CO SEDOL 2210959
2016-11-16
2019-03-06
508. GRUPO FIN BANORTE SPON ADR
2017-02-03
2019-03-06
331. LVMH MOET HENNESSY LOUIS ADR
2016-11-16
2019-03-06
264. TENARIS SA ADR
2016-11-16
2019-03-06
560. BURLINGTON STORES INC
2016-08-31
2019-03-08
50. BURLINGTON STORES INC
2016-08-31
2019-03-08
129. WELLCARE HEALTH PLANS, INC. MERGED 1/23/20 @ $120.00 P/S
2018-08-17
2019-03-15
211. WELLCARE HEALTH PLANS, INC. MERGED 1/23/20 @ $120.00 P/S
2018-08-16
2019-03-18
1. PFIZER INC XXX-XX-XXXX
2001-01-01
2019-03-20
441. BIOGEN INC
2016-08-02
2019-03-22
29. BIOGEN INC
2017-01-27
2019-03-22
726. AIR LIQUIDE ADR
2016-11-16
2019-03-27
76. DASSAULT SYSTEMS SA SPON ADR
2016-11-16
2019-03-27
893. ITAU UNIBANCO BANCO HOLDING SPONSERED ADR
2016-11-16
2019-03-27
308. ROYAL DUTCH SHELL PLC ADR B
2016-11-16
2019-03-27
1. BANK OF AMERICA XXX-XX-XXXX
2001-01-01
2019-03-28
850. MONOTARO CO LTD - UNSP ADR ADR SEDOL BCFGY60
2016-11-16
2019-03-28
704. TELEFONICA S.A. SPONSORED ADR
2004-08-12
2019-03-28
.656 BP PLC SPONSORED ADR
2004-08-12
2019-04-03
440. BOEING CO
2017-10-20
2019-04-11
90. BOEING CO
2019-03-08
2019-04-11
728. EASTMAN CHEM CO
2018-03-05
2019-04-11
232. EASTMAN CHEM CO
2018-03-02
2019-04-12
.6 ALCON INC SEDOL BJXBP41
2007-04-12
2019-04-12
46. MULTICHOICE GROUP LTD - ADR ADR SEDOL BJLKFN9
2019-03-04
2019-04-16
213. AIA GROUP LTD SPONSORED ADR
2016-11-16
2019-04-17
239. ALLIANZ SE SPON ADR
2016-11-16
2019-04-17
1743. BAYER A G SPONSORED ADR
2016-11-16
2019-04-17
1636. BANK NEW YORK MELLON CORP COM
2016-04-29
2019-04-24
54. BANK NEW YORK MELLON CORP COM
2016-04-29
2019-04-24
550. RAYTHEON COMPANY
2016-01-29
2019-04-24
788. TELEFONICA S.A. SPONSORED ADR
2004-08-12
2019-04-26
1. AMERICAN INTERNATIONAL GROUP, INC., SECURITIES LITIGATION
2001-01-01
2019-05-02
181. IBERDROLA SA SPON ADR
2012-03-23
2019-05-09
543. AMPHENOL CORP NEW CL A
2018-11-02
2019-05-10
45. AMPHENOL CORP NEW CL A
2018-11-02
2019-05-10
331. AMPHENOL CORP NEW CL A
2018-11-02
2019-05-13
131. AMPHENOL CORP NEW CL A
2018-11-02
2019-05-13
714. TESCO PLC SPON ADR
2011-01-25
2019-05-13
1132. KOHLS CORP COM
2018-04-05
2019-05-24
19. KOHLS CORP COM
2018-04-06
2019-05-24
369. KOHLS CORP COM
2018-04-06
2019-05-28
70. TELEFONICA S.A. SPONSORED ADR
2018-06-06
2019-05-30
684. TELEFONICA S.A. SPONSORED ADR
2012-07-20
2019-05-30
365. JGC CORP UBSPONSORED ADR
2016-11-16
2019-06-06
453. PARK24 CO LTD-SPN ADR ADR SEDOL BK3NZ99
2016-11-16
2019-06-06
518. TELEFONICA S.A. SPONSORED ADR
2018-06-06
2019-06-07
83. ALPHABET INC/CA-CL A
2019-01-04
2019-06-12
20. ALPHABET INC/CA-CL A
2015-08-04
2019-06-12
7. ALPHABET INC/CA-CL A
2019-01-04
2019-06-12
1424. CENTENE CORP
2018-04-26
2019-06-12
26. CENTENE CORP
2018-04-26
2019-06-12
50. CENTENE CORP
2018-04-26
2019-06-12
220. CENTENE CORP
2018-04-26
2019-06-13
512. DUKE ENERGY HOLDING CORP
2018-12-13
2019-06-13
588. DUKE ENERGY HOLDING CORP
2018-12-13
2019-06-14
114. DEUTSCHE TELEKOM AG SPONSORED ADR
2007-03-09
2019-06-19
81. HONDA MOTOR CO LTD AMERICAN SHARES
2014-08-13
2019-06-19
24. NOVARTIS AG SPONSORED ADR
2007-04-12
2019-06-19
55. TAIWAN SEMICONDUCTOR MTG CO ADR
2008-01-02
2019-06-19
.044 BP PLC SPONSORED ADR
2004-08-12
2019-06-26
188. IBERDROLA SA SPON ADR
2013-01-31
2019-06-27
145. ZURICH INS GROUP LTD ADR
2009-10-12
2019-06-27
394. WASTE MANAGEMENT INC
2018-03-09
2019-06-28
496. WASTE MANAGEMENT INC
2018-03-09
2019-07-01
40. AMGEN INC
2013-12-30
2019-07-03
40. DANAHER CORP
2018-06-15
2019-07-03
70. J P MORGAN CHASE & CO COM
2004-10-07
2019-07-03
40. LAUDER ESTEE COS INC CL A
2019-03-08
2019-07-03
20. LOCKHEED MARTIN CORP
2019-07-01
2019-07-03
90. PROCTER & GAMBLE CO
2019-03-15
2019-07-03
90. VISA INC CLASS A SHARES
2013-02-08
2019-07-03
130. WEC ENERGY GROUP INC
2009-02-26
2019-07-03
972. ENEL SPA ADR
2017-05-30
2019-07-08
236. INTEL CORP
2018-11-02
2019-07-11
1474. INTEL CORP
2018-11-02
2019-07-11
2253. INTEL CORP
2016-08-19
2019-07-11
157. INTEL CORP
2016-08-19
2019-07-11
460. BAYERISCHE MOTOREN-SPON ADR SEDOL BD6KTC9
2016-11-16
2019-07-19
113. TEMENOS AG ADR SEDOL B96QTM9
2018-06-01
2019-07-19
600. M&T BK CORP
2019-01-04
2019-07-26
360. M&T BK CORP
2019-01-31
2019-07-26
679. BERRY GLOBAL GROUP INC
2019-04-15
2019-08-02
903. BERRY GLOBAL GROUP INC
2019-04-11
2019-08-02
118. BERRY GLOBAL GROUP INC
2019-04-11
2019-08-02
195. ZURICH INS GROUP LTD ADR
2009-10-12
2019-08-06
650. INTERNATIONAL FLAVORS & FRAGRANCES INC
2019-01-31
2019-08-08
270. NORFOLK SOUTHN CORP COM
2018-11-16
2019-08-08
1460. PFIZER INC COM
2017-11-10
2019-08-08
76. ALCON INC SEDOL BJXBP41
2007-04-12
2019-08-09
.162 IBERDROLA SA SPON ADR
2012-04-13
2019-08-13
676. ASPEN PHARMACARE HL-UNSP ADR ADR SEDOL B3L9ZP6
2016-11-16
2019-08-15
.695 NATIONAL GRID GROUP PLC SEDOL BZ8FYV0
2004-08-12
2019-08-15
28. L OREAL CO UNSPONSORED ADR
2016-11-16
2019-08-16
35. LONZA GROUP AG UNSPON ADR
2018-05-18
2019-08-16
13. NESTLE S A SPONSORED ADR REPSTG REG SH
2016-11-16
2019-08-16
50. SYMRISE AG UNSPON ADR
2016-11-16
2019-08-16
14.162 IBERDROLA SA SPON ADR
2019-08-12
2019-08-20
129.838 IBERDROLA SA SPON ADR
2012-04-13
2019-08-20
902. ENEL SPA ADR
2016-11-01
2019-08-21
270. HOME DEPOT INC COM
2012-01-09
2019-08-22
270. MCDONALDS CORP COM
2017-06-19
2019-08-22
196. NORFOLK SOUTHN CORP COM
2018-11-16
2019-08-22
139. NORFOLK SOUTHN CORP COM
2018-11-16
2019-08-22
1180. BANK OF AMERICA CORP
2018-07-27
2019-08-23
323. CBRE GROUP INC
2018-02-27
2019-08-23
46. CBRE GROUP INC
2018-02-27
2019-08-23
101. NORFOLK SOUTHN CORP COM
2018-12-13
2019-08-23
128. NORFOLK SOUTHN CORP COM
2018-12-13
2019-08-23
446. CBRE GROUP INC
2018-02-27
2019-08-26
46. CBRE GROUP INC
2018-02-27
2019-08-27
209. CBRE GROUP INC
2018-02-27
2019-08-27
470. CBRE GROUP INC
2018-02-27
2019-08-28
699. ALEXION PHARMACEUTICALS INC
2019-02-22
2019-09-05
41. ALEXION PHARMACEUTICALS INC
2019-02-22
2019-09-05
290. AUTOMATIC DATA PROCESSING INC
2018-05-25
2019-09-27
220. CISCO SYS INC COM
2018-10-25
2019-09-27
720. CISCO SYS INC COM
2018-04-26
2019-09-27
20. CISCO SYS INC COM
2018-04-26
2019-09-27
542. UNITED RENTALS INC COM
2017-05-25
2019-09-27
358. UNITED RENTALS INC COM
2017-05-25
2019-09-30
98. TAIWAN SEMICONDUCTOR MTG CO ADR
2019-04-17
2019-10-02
20. TAIWAN SEMICONDUCTOR MTG CO ADR
2016-11-16
2019-10-02
107. TAIWAN SEMICONDUCTOR MTG CO ADR
2008-01-07
2019-10-02
240. AUTOMATIC DATA PROCESSING INC
2018-05-24
2019-10-04
2022. CSX CORP COM
2018-07-27
2019-10-04
48. CSX CORP COM
2018-07-27
2019-10-04
1273. CISCO SYS INC COM
2011-11-11
2019-10-04
17. CISCO SYS INC COM
2012-01-09
2019-10-04
164. E*TRADE FINANCIAL CORP
2019-04-25
2019-10-04
1896. E*TRADE FINANCIAL CORP
2019-04-24
2019-10-04
148. IBERDROLA SA SPON ADR
2012-04-13
2019-10-08
36. TOKIO MARINE HOLDINGS ADR
2004-08-12
2019-10-09
2148. BP PLC SPONSORED ADR
2019-02-22
2019-10-10
420. CELANESE CORP
2018-05-16
2019-10-10
525. HCA HEALTHCARE INC
2019-03-22
2019-10-10
1342. PFIZER INC COM
2017-11-10
2019-10-10
92. BP PLC SPONSORED ADR
2019-02-22
2019-10-11
205. HCA HEALTHCARE INC
2019-03-22
2019-10-11
868. PFIZER INC COM
2017-11-10
2019-10-11
162. IBERDROLA SA SPON ADR
2012-04-26
2019-10-15
.7 AIR LIQUIDE ADR
2016-11-16
2019-10-18
71. TAIWAN SEMICONDUCTOR MTG CO ADR
2016-11-16
2019-10-18
169. IBERDROLA SA SPON ADR
2012-06-13
2019-10-24
1050. CELANESE CORP
2018-05-15
2019-11-01
1. JP MORGAN CHASE & COMPANY FAIR FUND
2001-01-01
2019-11-01
160. MCDONALDS CORP COM
2017-06-19
2019-11-08
846. WEC ENERGY GROUP INC
2009-02-26
2019-11-08
24. WEC ENERGY GROUP INC
2009-03-13
2019-11-08
174. ZURICH INS GROUP LTD ADR
2009-10-26
2019-11-18
1860. CISCO SYS INC COM
2011-12-01
2019-12-04
100. CISCO SYS INC COM
2011-12-01
2019-12-04
250. KONINKLIJKE AHOLD DELHAIZE ADR SEDOL BD9FL92
2010-11-18
2019-12-06
576. GRIFOLS S A ADR
2016-11-16
2019-12-12
130. LONZA GROUP AG UNSPON ADR
2018-05-18
2019-12-12
231. NASPERS LTD ADR
2016-11-16
2019-12-12
231. PROSUS NV -SPON ADR SEDOL BKT6LC7
2019-09-18
2019-12-12
127. ROCHE HOLDINGS LTD ADR
2019-02-01
2019-12-12
135. ROCHE HOLDINGS LTD ADR
2019-08-15
2019-12-12
92. UNILEVER PLC W/I SPONSORED ADR
2016-11-16
2019-12-12
255. KONINKLIJKE AHOLD DELHAIZE ADR SEDOL BD9FL92
2010-11-18
2019-12-18
66. TAIWAN SEMICONDUCTOR MTG CO ADR
2016-11-16
2019-12-18
.97 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
5,669
3,583
2,086
b
9,863
7,649
2,214
c
17,678
21,822
-4,144
d
193,497
92,774
100,723
e
83,804
102,684
-18,880
46
46
6,906
6,373
533
3,584
4,161
-577
12,297
22,047
-9,750
17,304
19,005
-1,701
6,059
4,939
1,120
5,485
6,105
-620
74,345
82,927
-8,582
15,707
16,865
-1,158
57,634
55,387
2,247
89,765
70,816
18,949
2,248
1,771
477
55,051
53,085
1,966
18,037
14,270
3,767
1,319
1,036
283
858
831
27
18,661
12,652
6,009
5,972
3,965
2,007
76,187
69,617
6,570
60,747
59,978
769
34,048
33,204
844
651
588
63
45,866
41,540
4,326
35,008
34,061
947
8,693
8,418
275
32,773
39,669
-6,896
7
6
1
52,135
62,620
-10,485
40,087
47,877
-7,790
6,044
3,649
2,395
83,769
100,797
-17,028
71,661
81,943
-10,282
2,576
2,943
-367
12,891
14,713
-1,822
6,468
4,789
1,679
1,004
937
67
1
1
5,582
4,151
1,431
13,746
12,756
990
22,923
11,545
11,378
7,036
8,237
-1,201
79,348
46,293
33,055
7,176
4,035
3,141
30,984
38,032
-7,048
51,362
62,007
-10,645
409
25
384
96,514
125,184
-28,670
6,325
7,407
-1,082
18,335
13,235
5,100
10,976
5,679
5,297
7,445
6,239
1,206
19,596
16,081
3,515
625
25
600
18,378
9,261
9,117
5,889
9,237
-3,348
29
36
-7
161,897
116,193
45,704
33,115
37,871
-4,756
59,470
75,787
-16,317
19,343
23,431
-4,088
33
20
13
406
304
102
8,663
5,189
3,474
5,739
5,258
481
30,269
43,854
-13,585
78,811
65,631
13,180
2,591
2,166
425
102,077
70,002
32,075
6,538
10,162
-3,624
40
40
6,395
4,155
2,240
51,241
49,005
2,236
4,249
4,061
188
30,538
29,873
665
12,077
11,787
290
6,687
12,304
-5,617
57,920
75,102
-17,182
969
1,228
-259
18,996
23,842
-4,846
557
637
-80
5,441
7,237
-1,796
9,444
12,775
-3,331
9,509
13,350
-3,841
4,340
4,714
-374
89,539
89,294
245
21,521
13,262
8,259
7,532
7,531
1
76,112
77,758
-1,646
1,391
1,409
-18
2,669
2,710
-41
11,804
11,925
-121
44,349
46,577
-2,228
51,460
53,396
-1,936
1,975
1,893
82
2,091
2,770
-679
2,188
1,469
719
2,168
528
1,640
2
2
7,462
3,959
3,503
5,020
3,759
1,261
45,543
34,224
11,319
57,086
42,862
14,224
7,503
4,690
2,813
5,787
4,083
1,704
7,933
2,772
5,161
7,359
6,236
1,123
7,358
7,294
64
10,079
9,221
858
15,839
3,545
12,294
10,961
2,682
8,279
6,932
5,089
1,843
11,473
11,140
333
71,498
69,575
1,923
109,285
79,464
29,821
7,635
5,535
2,100
11,405
13,248
-1,843
19,738
16,793
2,945
98,502
89,442
9,060
59,101
61,134
-2,033
29,618
39,878
-10,260
39,480
52,792
-13,312
5,163
6,792
-1,629
6,626
4,832
1,794
79,489
92,160
-12,671
48,604
46,648
1,956
53,711
51,161
2,550
4,541
2,548
1,993
7
3
4
2,961
14,548
-11,587
36
36
1,444
945
499
1,221
934
287
1,431
897
534
1,119
749
370
583
538
45
5,346
2,647
2,699
6,260
3,994
2,266
59,771
11,664
48,107
59,132
41,623
17,509
34,175
33,860
315
24,242
22,972
1,270
31,399
36,644
-5,245
16,291
15,216
1,075
2,272
2,167
105
17,118
15,831
1,287
21,691
20,063
1,628
21,991
21,011
980
2,290
2,167
123
10,383
9,846
537
23,506
22,141
1,365
70,370
91,289
-20,919
4,160
5,250
-1,090
46,515
37,875
8,640
10,768
10,014
754
35,239
31,834
3,405
985
884
101
68,107
63,702
4,405
44,539
40,252
4,287
4,555
4,334
221
930
590
340
4,970
910
4,060
38,073
31,143
6,930
134,426
143,205
-8,779
3,200
3,369
-169
60,091
47,653
12,438
801
323
478
5,917
8,231
-2,314
68,266
94,683
-26,417
6,060
2,818
3,242
1,889
1,033
856
79,781
91,268
-11,487
49,777
46,713
3,064
62,272
71,045
-8,773
48,063
47,027
1,036
3,448
3,900
-452
24,795
27,741
-2,946
31,461
30,417
1,044
6,536
3,021
3,515
18
12
6
3,516
2,095
1,421
6,897
2,685
4,212
128,459
107,137
21,322
12
12
31,013
24,491
6,522
74,371
16,710
57,661
2,119
454
1,665
6,855
4,233
2,622
82,002
35,067
46,935
4,420
1,857
2,563
6,531
3,759
2,772
13,071
8,957
4,114
4,430
3,469
961
6,543
6,893
-350
3,068
3,693
-625
4,863
4,204
659
5,169
4,670
499
5,490
3,592
1,898
6,381
3,741
2,640
3,889
1,947
1,942
54
31
23
13,428
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
2,086
b
2,214
c
-4,144
d
100,723
e
-18,880
46
533
-577
-9,750
-1,701
1,120
-620
-8,582
-1,158
2,247
18,949
477
1,966
3,767
283
27
6,009
2,007
6,570
769
844
63
4,326
947
275
-6,896
1
-10,485
-7,790
2,395
-17,028
-10,282
-367
-1,822
1,679
67
1,431
990
11,378
-1,201
33,055
3,141
-7,048
-10,645
384
-28,670
-1,082
5,100
5,297
1,206
3,515
600
9,117
-3,348
-7
45,704
-4,756
-16,317
-4,088
13
102
3,474
481
-13,585
13,180
425
32,075
-3,624
40
2,240
2,236
188
665
290
-5,617
-17,182
-259
-4,846
-80
-1,796
-3,331
-3,841
-374
245
8,259
1
-1,646
-18
-41
-121
-2,228
-1,936
82
-679
719
1,640
3,503
1,261
11,319
14,224
2,813
1,704
5,161
1,123
64
858
12,294
8,279
1,843
333
1,923
29,821
2,100
-1,843
2,945
9,060
-2,033
-10,260
-13,312
-1,629
1,794
-12,671
1,956
2,550
1,993
4
-11,587
499
287
534
370
45
2,699
2,266
48,107
17,509
315
1,270
-5,245
1,075
105
1,287
1,628
980
123
537
1,365
-20,919
-1,090
8,640
754
3,405
101
4,405
4,287
221
340
4,060
6,930
-8,779
-169
12,438
478
-2,314
-26,417
3,242
856
-11,487
3,064
-8,773
1,036
-452
-2,946
1,044
3,515
6
1,421
4,212
21,322
12
6,522
57,661
1,665
2,622
46,935
2,563
2,772
4,114
961
-350
-625
659
499
1,898
2,640
1,942
23
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
398,933
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
899,593
19,266,022
0.046693
2017
834,180
18,302,729
0.045577
2016
852,234
16,829,198
0.05064
2015
793,418
17,543,940
0.045225
2014
782,419
16,832,535
0.046483
2
Total
of line 1, column (d)
.....................
2
0.234618
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
0.046924
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
18,759,720
5
Multiply line 4 by line 3
......................
5
880,281
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
6,878
7
Add lines 5 and 6
........................
7
887,159
8
Enter qualifying distributions from Part XII, line 4
,.............
8
932,971
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a
Exempt operating foundations described in section 4940(d)(2), check here
and enter “N/A" on line 1.
Date of ruling or determination letter:
(attach copy of letter if necessary–see instructions)
b
Domestic foundations that meet the section 4940(e) requirements in Part V, check
1
6,878
here
and enter 1% of Part I, line 27b
...................
c
All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2
Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
2
0
3
Add lines 1 and 2
...........................
3
6,878
4
Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
4
0
5
Tax based on investment income.
Subtract line 4 from line 3. If zero or less, enter -0-
.....
5
6,878
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
11,009
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
11,009
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
11
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
4,120
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
3,440
Refunded
11
680
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) 762-3792
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 NA
TRUSTEE
23
113,492
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
19,045,453
b
Average of monthly cash balances
.......................
1b
-52
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
19,045,401
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
19,045,401
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
285,681
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
18,759,720
6
Minimum investment return.
Enter 5% of line 5
..................
6
937,986
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
937,986
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
6,878
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
6,878
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
931,108
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
931,108
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
931,108
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
932,971
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
932,971
5
Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
income. Enter 1% of Part I, line 27b. See instructions
.................
5
6,878
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
926,093
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
931,108
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
870,338
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:
$
932,971
a
Applied to 2018, but not more than line 2a
870,338
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
.....
62,633
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
..........
868,475
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 e-mail address of the person to whom applications should be addressed:
Mr KENNETH SPRUILL CO PNC BANK NA
300 FIFTH AVENUE
PITTSBURGH
,
PA
15222
(412) 762-9540
b
The form in which applications should be submitted and information and materials they should include:
NO FORMAL APPLICATION
c
Any submission deadlines:
NONE
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
RESTRICTED TO SCHOOLS EDUCATING INDIAN YOUTH FROM INDIAN RESERVATIONS, THE MAKE A WISH FOUNDATION AND THE SALVATION ARMY.
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
LILLIAN VALLELY SCHOOL
PO BOX 790
BLACKFOOT
,
ID
83221
NONE
PC
SALARIES
45,000
MENAUL SCHOOL
301 MENAUL BLVD NE
ALBUQUERQUE
,
NM
87107
NONE
PC
SCHOLARSHIPS
100,000
RED CLOUD INDIAN SCHOOL INC
100 MISSION DRIVE
PINE RIDGE
,
SD
57770
NONE
PC
SPIRITUAL AND STRENGTHENING
75,000
ST LABRE INDIAN SCHOOL
PO BOX 77
ASHLAND
,
MT
59003
NONE
PC
CAPITAL - POOL AIR EXCHANGE
150,000
UNITED INDIAN MISSIONS INC
PO BOX 6429
GLENDALE
,
AZ
85312
NONE
PC
CAMPER SCHOLARSHIPS
30,000
LAKOTA WALDORF SOCIETY
PO BOX 527
KYLE
,
SD
57752
NONE
PC
CAPITAL - NEW
82,000
RED WILLOW CENTER INC
PO BOX 2063
TAOS
,
NM
87571
NONE
PC
SUSTAINABLE AGRICULTURE
63,338
ST MICHAEL INDIAN SCHOOL
PO BOX 650
ST MICHAEL
,
AZ
86511
NONE
PC
NAVAJO LANGUAG & CULTURE,
62,000
OYATE CONCENR INC
PO BOX 148
OGLALA
,
SD
577640148
NONE
PC
2017 GRANT DISTRIBUTION
88,000
SUNSHINE BIBLE ACADEMY
400 SUNSHINE DR
MILLER
,
SD
57362
NONE
PC
SCHOLARSHIPS
50,000
MICA GROUP INC
5301 SPRINGLAKE WAY
BALTIMORE
,
MD
212123413
NONE
PC
2017 GRANT DISTRIBUTION
75,000
Bundled Arrows Inc
333 FIRST STREET
Niagara Falls
,
NY
143031109
NONE
PC
TUSCARORA LANGUAGE
50,000
Total
.................................
3a
870,338
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
413,818
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
398,933
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
ENI S P A SPONSORE
14
124
b
ENEL SPA ADR
14
228
c
GRIFOLS S A ADR
14
5
d
NOVARTIS AG SPONSO
14
217
e
ROCHE HOLDINGS LTD
14
290
f
ROYAL DUTCH SHELL
14
781
g
SAP SE SPONSORED A
14
87
h
TOTAL FINA S A
14
204
i
PNC COMP FOR ALLOC
14
199
12
Subtotal. Add columns (b), (d), and (e)
..
815,003
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
815,003
(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