Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 09-01-2018 , and ending 08-31-2019
Name of foundation
DEAN WELFARE TRUST-TR
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 185
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH, PA152300185
A Employer identification number

04-6046890
B Telephone number (see instructions)

(617) 722-6922
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$1,100,520J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 26,330 26,496  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 58,920
b Gross sales price for all assets on line 6a 279,325
7 Capital gain net income (from Part IV, line 2)... 58,920
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 85,250 85,416  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 7,573 4,544   3,029
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 2,702 433   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 35     35
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 10,310 4,977 0 3,064
25 Contributions, gifts, grants paid....... 60,000 60,000
26 Total expenses and disbursements. Add lines 24 and 25 70,310 4,977 0 63,064
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 14,940
b Net investment income (if negative, enter -0-) 80,439
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 9,497 22,563 22,563
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 861,695 Click to see attachment863,442 1,077,957
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 871,192 886,005 1,100,520
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 871,192 886,005
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 871,192 886,005
31 Total liabilities and net assets/fund balances (see instructions). 871,192 886,005
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
871,192
2
Enter amount from Part I, line 27a .....................
2
14,940
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
886,132
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
127
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
886,005
Form 990-PF (2018)
Form 990-PF (2018)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 30. EXXON MOBIL CORP     2018-09-06
b 30. MICRON TECHNOLOGY   2016-11-11 2018-09-13
c 10. EXACT SCIENCES CORP     2018-09-18
d 5. UNITED HEALTH GROUP INC     2018-09-18
e 5. ADOBE SYS INC COM     2018-09-19
4. NVIDIA CORP   2016-10-18 2018-09-20
4. ADOBE SYS INC COM   2013-03-26 2018-09-21
30. CORNING INC COM   2017-12-14 2018-09-21
3. FACEBOOK INC   2013-08-15 2018-09-21
4. NVIDIA CORP   2016-10-18 2018-09-21
4. SPLUNK INC   2017-03-01 2018-09-21
10. ATLASSIAN CORP PLC-CLASS A   2018-03-05 2018-09-21
5. ANDEAVOR   2017-09-27 2018-09-27
30. ANDEAVOR     2018-09-27
20. AT&T INC     2018-09-28
10. AT&T INC   2017-10-26 2018-09-28
10. T -MOBILE US INC   2017-06-08 2018-09-28
20. COLGATE PALMOLIVE CO COM   2018-01-16 2018-10-02
4. GARRETT MOTION INC-WI   2013-03-26 2018-10-02
6. HONEYWELL INTL INC   2013-03-26 2018-10-02
10. MONSTER BEVERAGE CORP   2014-01-13 2018-10-02
20. COLGATE PALMOLIVE CO COM   2018-01-16 2018-10-03
1. ADOBE SYS INC COM   2013-03-26 2018-10-08
2. ALIGN TECHNOLOGY INC   2017-06-19 2018-10-08
2. COSTCO WHSL CORP NEW   2018-10-02 2018-10-08
1. COSTCO WHSL CORP NEW   2017-06-29 2018-10-08
3. HOME DEPOT INC USD 0.05   2018-06-29 2018-10-08
11. ILLINOIS TOOL WORKS INC COM     2018-10-08
1. NVIDIA CORP   2016-10-18 2018-10-08
4. SPLUNK INC   2017-03-01 2018-10-08
20. INVESCO LTD   2018-03-21 2018-10-08
120. INVESCO LTD   2013-03-26 2018-10-11
10. INVESCO LTD   2018-08-01 2018-10-12
50. INVESCO LTD     2018-10-12
1. ALPHABET INC/CA   2018-07-17 2018-10-15
5. ADOBE SYS INC COM   2013-03-26 2018-10-16
4. SALESFORCE COM INC   2017-08-03 2018-10-16
3. SALESFORCE COM INC     2018-10-16
30. ABBOTT LABORATORIES   2014-04-08 2018-10-18
2. ADOBE SYS INC COM   2013-03-26 2018-10-19
3. ALIGN TECHNOLOGY INC   2017-06-19 2018-10-19
1. ALPHABET INC/CA   2015-08-19 2018-10-19
3. SALESFORCE COM INC   2017-08-03 2018-10-19
4. SPLUNK INC   2017-03-01 2018-10-19
8. SALESFORCE COM INC     2018-10-22
10. ATLASSIAN CORP PLC-CLASS A   2018-04-20 2018-10-22
1. AMAZON COM INC   2011-05-02 2018-10-23
10. NVIDIA CORP     2018-10-29
1. ADOBE SYS INC COM   2013-03-26 2018-10-30
2. ALPHABET INC/CA     2018-10-30
3. SALESFORCE COM INC   2013-03-26 2018-10-30
7. ALLERGAN PLC     2018-10-30
3. ALLERGAN PLC   2018-03-15 2018-10-30
4. ELECTRONIC ARTS   2018-09-19 2018-10-31
6. ELECTRONIC ARTS     2018-10-31
9. APPLE COMPUTER INC COM     2018-11-02
70. HARTFORD FINL SVCS GROUP INC COM   2014-10-20 2018-11-02
7. RESIDEO TECHNOLOGIES INC-W/I   2013-03-26 2018-11-02
18. SPLUNK INC     2018-11-06
50. AT&T INC     2018-11-08
20. MARVELL TECHNOLOGY GROUP LTD 0.002   2018-01-24 2018-11-08
994.734 BNY MELLON FOCUSED EQUITY OPP-M     2018-11-09
491.525 BNY MELLON MID CAP STK FD CL M   2015-02-19 2018-11-09
1060.359 DREYFUS DIVERSIFIED INTL-Y   2014-02-11 2018-11-09
325.733 DREYFUS SELECT MGER S/C VL-Y     2018-11-09
17. APPLE COMPUTER INC COM   2018-08-15 2018-11-12
.8 GARRETT MOTION INC-WI   2013-03-26 2018-11-14
8. ADOBE SYS INC COM   2013-03-26 2018-11-19
23. NVIDIA CORP   2016-10-13 2018-11-19
10. EXACT SCIENCES CORP     2018-11-20
5. ILLUMINA INC   2018-07-31 2018-11-20
20. MARVELL TECHNOLOGY GROUP LTD 0.002   2018-01-24 2018-11-20
6. APPLE COMPUTER INC COM   2018-08-15 2018-11-23
37. ELECTRONIC ARTS     2018-11-30
50. MARVELL TECHNOLOGY GROUP LTD 0.002   2018-02-01 2018-11-30
20. COMCAST CORP NEW CL A   2017-12-21 2018-12-03
5. CONSTELLATION BRANDS INC     2018-12-06
10. MONSTER BEVERAGE CORP   2014-01-13 2018-12-06
10. VERIZON COMMUNICATIONS INC   2018-11-12 2018-12-06
11. APPLE COMPUTER INC COM     2018-12-07
10. COMCAST CORP NEW CL A   2017-12-21 2018-12-12
20. COMCAST CORP NEW CL A   2017-05-04 2018-12-12
20. EXELON CORP     2018-12-19
5. NEXTERA ENERGY INC     2018-12-19
30. ANADARKO PETE CORP     2019-01-02
1. HOME DEPOT INC USD 0.05   2018-06-29 2019-01-02
6. HOME DEPOT INC USD 0.05   2013-03-26 2019-01-02
20. CORNING INC COM     2019-01-03
10. ATLASSIAN CORP PLC-CLASS A   2018-04-20 2019-01-07
10. MEDTRONIC PLC   2018-08-09 2019-01-07
10. CISCO SYS INC   2018-09-21 2019-01-09
1. AMERICAN TOWER CORP-CL A   2017-10-31 2019-01-15
10. EXELON CORP   2018-08-17 2019-01-15
2. NEXTERA ENERGY INC   2018-08-17 2019-01-15
10. ATLASSIAN CORP PLC-CLASS A   2018-04-20 2019-01-16
30. CISCO SYS INC   2018-09-21 2019-01-17
4. HOME DEPOT INC USD 0.05   2013-03-26 2019-01-17
7. JOHNSON & JOHNSON COM   2018-11-20 2019-01-17
10. PFIZER INC COM   2018-08-09 2019-01-17
40. QUALCOMM INC     2019-01-17
1. AMERICAN TOWER CORP-CL A   2018-04-11 2019-01-18
1. AMERICAN TOWER CORP-CL A   2017-11-01 2019-01-18
20. CISCO SYS INC   2018-09-21 2019-01-18
10. EXELON CORP   2018-10-30 2019-01-18
2. NEXTERA ENERGY INC   2018-10-30 2019-01-18
7. APPLE COMPUTER INC COM   2018-07-12 2019-01-24
7. JOHNSON & JOHNSON COM     2019-01-24
7. JOHNSON & JOHNSON COM   2017-08-11 2019-01-24
5. LAM RESH CORP COM   2017-07-27 2019-01-24
10. QUALCOMM INC   2018-12-07 2019-01-24
1. AMAZON COM INC   2011-05-02 2019-01-29
40. QUALCOMM INC     2019-01-31
20. VERIZON COMMUNICATIONS INC   2018-11-12 2019-01-31
6. APPLE COMPUTER INC COM     2019-02-11
9. MICROSOFT CORP COM   2018-11-08 2019-02-11
20. COMCAST CORP NEW CL A   2018-11-12 2019-02-13
10. VERIZON COMMUNICATIONS INC   2018-10-29 2019-02-13
20. CORNING INC COM   2017-07-25 2019-02-19
10. GILEAD SCIENCES INC   2018-06-21 2019-02-20
10. CSX CORP COM   2017-01-13 2019-02-27
30. NUCOR CORP   2013-04-24 2019-02-27
1. ILLUMINA INC   2018-07-31 2019-02-28
1. UNITED HEALTH GROUP INC   2019-01-17 2019-02-28
3. UNITED HEALTH GROUP INC   2016-09-14 2019-02-28
10. MEDTRONIC PLC   2018-08-09 2019-02-28
50. INTERCONTINENTALEXCHANGE GRO     2019-03-04
1. AMAZON COM INC   2011-05-02 2019-03-06
6. LAM RESH CORP COM   2017-08-07 2019-03-07
2. ALIGN TECHNOLOGY INC   2017-06-19 2019-03-08
30. PFIZER INC COM   2018-08-09 2019-03-08
10. T -MOBILE US INC   2018-10-19 2019-03-08
10. CISCO SYS INC   2018-09-21 2019-03-14
12. TEXAS INSTRUMENTS INC     2019-03-14
4. ADOBE SYS INC COM     2019-03-18
20. MONSTER BEVERAGE CORP   2014-01-13 2019-03-19
20. CISCO SYS INC   2018-09-21 2019-03-20
10. T -MOBILE US INC   2017-06-08 2019-03-20
20. VERIZON COMMUNICATIONS INC     2019-03-20
6. BIOGEN IDEC INC   2018-01-18 2019-03-21
9. TEXAS INSTRUMENTS INC   2018-08-01 2019-03-25
10. YUM BRANDS INC   2018-06-29 2019-03-28
30. CORNING INC COM   2017-07-05 2019-04-03
4. MICROSOFT CORP COM   2018-11-08 2019-04-03
10. CORNING INC COM   2017-07-05 2019-04-04
30. WORLDPAY INC   2017-07-12 2019-04-10
10. VERIZON COMMUNICATIONS INC   2018-10-19 2019-04-11
30. WORLDPAY INC     2019-04-11
10. CSX CORP COM   2017-01-13 2019-04-12
1. HONEYWELL INTL INC   2018-11-02 2019-04-12
4. HONEYWELL INTL INC   2013-03-26 2019-04-12
.3333 DOW INC.   2019-04-12 2019-04-15
6. ILLINOIS TOOL WORKS INC COM   2014-08-15 2019-04-17
11. UNITED HEALTH GROUP INC   2016-09-14 2019-04-17
30. CORNING INC COM   2017-06-29 2019-04-18
10. CORNING INC COM   2017-06-29 2019-04-24
60. INTEL CORPORATION     2019-04-29
20. MONSTER BEVERAGE CORP   2014-01-13 2019-04-30
30. SYNCHRONY FINANCIAL   2018-08-01 2019-05-02
10. SYNCHRONY FINANCIAL   2016-10-06 2019-05-02
50. ANADARKO PETE CORP     2019-05-09
20. INTEL CORPORATION   2019-01-24 2019-05-09
50. MARATHON PETROLEUM CORP   2018-10-08 2019-05-09
20. CORNING INC COM   2017-06-29 2019-05-20
5. APPLE COMPUTER INC COM   2009-06-05 2019-05-24
10. WESTERN DIGITAL CORP   2019-04-18 2019-05-24
10. NUTANIX INC   2019-01-18 2019-06-03
30. GILEAD SCIENCES INC     2019-06-05
12. STATE ST CORP COM   2018-10-11 2019-06-05
38. STATE ST CORP COM     2019-06-05
23. CORTEVA INC     2019-06-10
.333 DUPONT DE NEMOURS INC   2014-10-07 2019-06-12
.3333 CORTEVA INC   2014-11-04 2019-06-13
50. WESTERN DIGITAL CORP     2019-06-13
2. NETFLIX COM INC   2018-09-28 2019-06-14
10. COMERICA INC COM   2018-08-02 2019-06-19
20. MERCK & CO INC     2019-06-19
401.284 BNY MELLON ABS INSIGHT M/S-Y   2016-07-08 2019-06-20
10. MICRON TECHNOLOGY   2019-02-13 2019-06-21
4. LAM RESH CORP COM     2019-06-24
1. LAM RESH CORP COM   2017-08-07 2019-06-24
60. MICRON TECHNOLOGY     2019-06-24
5. LAM RESH CORP COM   2018-11-02 2019-06-25
10. TAIWAN SEMICONDUCTOR ADR   2019-04-29 2019-07-08
40. COMERICA INC COM     2019-07-18
5. JOHNSON & JOHNSON COM   2019-04-17 2019-07-25
10. PFIZER INC COM   2018-08-09 2019-07-25
2. EQUINIX INC   2017-09-27 2019-07-29
7. SALESFORCE COM INC     2019-08-01
4. SPLUNK INC   2019-03-18 2019-08-01
1. NETFLIX COM INC   2018-09-28 2019-08-07
32. INGERSOLL-RAND PLC   2013-03-26 2019-08-07
33. MONSTER BEVERAGE CORP     2019-08-08
1. ARISTA NETWORKS INC   2019-05-24 2019-08-15
10. CISCO SYS INC   2018-11-06 2019-08-15
4. COSTCO WHSL CORP NEW   2016-10-03 2019-08-15
30. MONDELEZ INTERNATIONAL INC     2019-08-15
10. ABBOTT LABORATORIES   2019-01-24 2019-08-16
8. ILLUMINA INC   2018-07-31 2019-08-16
30. PFIZER INC COM     2019-08-16
10. SPLUNK INC     2019-08-16
4. NETFLIX COM INC     2019-08-20
8. CHEVRONTEXACO CORP   2013-03-26 2019-08-27
190. GENERAL ELECTRIC CO   2019-02-27 2019-08-27
2. SPLUNK INC     2019-08-27
15. SPLUNK INC   2017-05-30 2019-08-27
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 2,419   1,092 1,327
b 1,293   528 765
c 725   530 195
d 1,317   704 613
e 1,323   253 1,070
1,065   267 798
1,046   171 875
1,078   966 112
492   109 383
1,056   267 789
468   254 214
909   583 326
761   510 251
4,568   2,445 2,123
670   684 -14
335   338 -3
701   657 44
1,347   1,511 -164
68   32 36
996   444 552
572   232 340
1,346   1,511 -165
253   43 210
673   301 372
444   473 -29
222   159 63
589   590 -1
1,541   973 568
262   67 195
412   254 158
449   666 -217
2,421   3,415 -994
200   268 -68
1,000   1,419 -419
1,111   1,212 -101
1,278   213 1,065
583   361 222
437   466 -29
2,043   1,136 907
497   85 412
950   452 498
1,108   691 417
429   271 158
392   254 138
1,124   488 636
710   580 130
1,725   201 1,524
1,982   659 1,323
238   43 195
2,077   1,356 721
396   130 266
1,109   1,491 -382
475   497 -22
365   449 -84
548   591 -43
1,858   1,971 -113
3,145   2,554 591
149   94 55
1,706   1,135 571
1,552   1,517 35
333   466 -133
17,000   13,291 3,709
8,700   7,599 1,101
13,000   12,076 924
8,000   7,298 702
3,304   3,555 -251
11   6 5
1,771   341 1,430
3,468   1,505 1,963
649   527 122
1,507   1,596 -89
304   466 -162
1,034   1,255 -221
3,113   2,966 147
796   1,144 -348
780   819 -39
947   1,096 -149
578   232 346
576   592 -16
1,866   2,188 -322
370   409 -39
740   768 -28
916   908 8
879   884 -5
1,327   2,094 -767
172   197 -25
1,033   418 615
563   643 -80
939   580 359
825   913 -88
434   485 -51
162   143 19
457   448 9
349   350 -1
942   580 362
1,319   1,455 -136
693   278 415
899   1,028 -129
424   411 13
2,184   2,292 -108
164   141 23
164   143 21
898   970 -72
460   441 19
352   344 8
1,063   1,336 -273
886   999 -113
886   939 -53
799   835 -36
509   565 -56
1,601   201 1,400
1,984   2,232 -248
1,089   1,183 -94
1,019   661 358
948   1,004 -56
739   766 -27
544   569 -25
684   642 42
668   714 -46
725   387 338
1,822   1,307 515
313   319 -6
243   260 -17
728   400 328
911   913 -2
3,807   1,661 2,146
1,682   201 1,481
1,003   932 71
462   301 161
1,221   1,234 -13
705   700 5
526   485 41
1,275   1,367 -92
1,023   1,019 4
1,156   465 691
1,063   970 93
721   657 64
1,152   1,120 32
1,361   2,062 -701
962   1,003 -41
989   786 203
1,030   916 114
481   446 35
344   305 39
3,395   1,888 1,507
584   551 33
3,393   1,881 1,512
761   387 374
162   145 17
647   287 360
19   19  
938   521 417
2,365   1,466 899
1,045   908 137
347   303 44
3,072   3,113 -41
1,191   465 726
1,023   881 142
341   276 65
3,678   3,322 356
925   997 -72
2,652   4,180 -1,528
593   605 -12
898   103 795
410   553 -143
269   520 -251
1,921   2,140 -219
674   990 -316
2,121   3,008 -887
592   610 -18
25   25  
8   9 -1
1,852   2,681 -829
674   758 -84
701   983 -282
1,693   1,416 277
4,835   5,000 -165
329   417 -88
727   644 83
182   155 27
2,001   2,369 -368
897   759 138
393   438 -45
2,773   3,626 -853
654   698 -44
428   411 17
973   881 92
1,094   1,100 -6
543   513 30
300   379 -79
3,791   1,415 2,376
1,882   740 1,142
216   256 -40
467   464 3
1,084   604 480
1,600   1,306 294
848   704 144
2,292   2,553 -261
1,045   1,223 -178
1,252   1,260 -8
1,200   1,502 -302
925   967 -42
1,504   2,040 -536
224   249 -25
1,683   925 758
      18,680
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       1,327
b       765
c       195
d       613
e       1,070
      798
      875
      112
      383
      789
      214
      326
      251
      2,123
      -14
      -3
      44
      -164
      36
      552
      340
      -165
      210
      372
      -29
      63
      -1
      568
      195
      158
      -217
      -994
      -68
      -419
      -101
      1,065
      222
      -29
      907
      412
      498
      417
      158
      138
      636
      130
      1,524
      1,323
      195
      721
      266
      -382
      -22
      -84
      -43
      -113
      591
      55
      571
      35
      -133
      3,709
      1,101
      924
      702
      -251
      5
      1,430
      1,963
      122
      -89
      -162
      -221
      147
      -348
      -39
      -149
      346
      -16
      -322
      -39
      -28
      8
      -5
      -767
      -25
      615
      -80
      359
      -88
      -51
      19
      9
      -1
      362
      -136
      415
      -129
      13
      -108
      23
      21
      -72
      19
      8
      -273
      -113
      -53
      -36
      -56
      1,400
      -248
      -94
      358
      -56
      -27
      -25
      42
      -46
      338
      515
      -6
      -17
      328
      -2
      2,146
      1,481
      71
      161
      -13
      5
      41
      -92
      4
      691
      93
      64
      32
      -701
      -41
      203
      114
      35
      39
      1,507
      33
      1,512
      374
      17
      360
       
      417
      899
      137
      44
      -41
      726
      142
      65
      356
      -72
      -1,528
      -12
      795
      -143
      -251
      -219
      -316
      -887
      -18
       
      -1
      -829
      -84
      -282
      277
      -165
      -88
      83
      27
      -368
      138
      -45
      -853
      -44
      17
      92
      -6
      30
      -79
      2,376
      1,142
      -40
      3
      480
      294
      144
      -261
      -178
      -8
      -302
      -42
      -536
      -25
      758
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 58,920
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2017 63,069 1,159,699 0.054384
2016 62,473 1,066,993 0.058551
2015 56,686 1,012,084 0.056009
2014 56,868 1,088,464 0.052246
2013 53,707 1,079,330 0.04976
2
Total of line 1, column (d) .....................
2
0.27095
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
0.05419
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
1,105,950
5
Multiply line 4 by line 3......................
5
59,931
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
804
7
Add lines 5 and 6........................
7
60,735
8
Enter qualifying distributions from Part XII, line 4,.............
8
63,064
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 804
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 804
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- ..... 5 804
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 1,376
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,376
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 572
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet572 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletBNY MELLON NA Telephone no.bullet (617) 722-6922

    Located atbulletPO BOX 185PITTSBURGHPA ZIP+4bullet152300185
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    BNY Mellon NA TRUSTEE
    1     		7,573    
    PO BOX 185
    PITTSBURGH,PA152300185
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    1,067,745
    b
    Average of monthly cash balances.......................
    1b
    55,047
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,122,792
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    1,122,792
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    16,842
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,105,950
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    55,298
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    55,298
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    804
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    804
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    54,494
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    54,494
    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
    54,494
    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
    63,064
    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
    63,064
    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
    804
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    62,260
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 54,494
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 0
    b Total for prior years:2016, 2015, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 988
    b From 2014...... 3,709
    c From 2015...... 6,586
    d From 2016...... 10,087
    e From 2017...... 6,459
    fTotal of lines 3a through e........ 27,829
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 63,064
    a Applied to 2017, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2018 distributable amount..... 54,494
    e Remaining amount distributed out of corpus 8,570
    5 Excess distributions carryover applied to 2018. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 36,399
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		988
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		35,411
    10 Analysis of line 9:
    a Excess from 2014.... 3,709
    b Excess from 2015.... 6,586
    c Excess from 2016.... 10,087
    d Excess from 2017.... 6,459
    e Excess from 2018.... 8,570
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    NONE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    TENACITY
    38 EVERETT STREET
    BOSTON,MA02134     		NONE PC GENERAL OPERATING PURPOSES 15,000
    BIG SISTERS ASSOCIATION OF GREATER BOSTO
    161 MASSACHUSETTS AVE
    BOSTON,MA02115     		NONE PC GENERAL OPERATING PURPOSES 10,000
    TRINITY BOSTON FOUNDATION
    206 CLARENDON ST
    BOSTON,MA02116     		NONE PC GENERAL OPERATING PURPOSES 10,000
    STEPPINGSTONE FOUNDATION
    ONE APPLETON STREET 4TH FLOOR
    BOSTON,MA02116     		NONE PC GENERAL OPERATING PURPOSES 15,000
    NEW BEDFORD WHALING MUSEUM
    18 JOHNNY CAKE HILL
    NEW BEDFORD,MA02740     		NONE PC GENERAL OPERATING PURPOSES 10,000
    Total .................................bullet 3a 60,000
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 26,330  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 58,920  
    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)..   85,250  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    85,250
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

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

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 InvestmentsOtherSchedule2
    Name:
    DEAN WELFARE TRUST-TR
    EIN:
    04-6046890
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    91913Y100 VALERO ENERGY CORP N AT COST 1,354 2,635
    87165B103 SYNCHRONY FINANCIAL AT COST 3,562 4,167
    874039100 TAIWAN SEMICONDUCTOR AT COST 2,943 2,984
    882508104 TEXAS INSTRUMENTS IN AT COST 4,146 4,703
    G1151C101 ACCENTURE PLC IRELAN AT COST 3,182 3,567
    G29183103 EATON CORP PLC AT COST 1,905 3,875
    00206R102 AT&T INC AT COST 2,087 2,116
    031162100 AMGEN INC AT COST 3,062 3,129
    060505104 BANK AMER CORP AT COST 4,949 8,253
    110122108 BRISTOL MYERS SQUIBB AT COST 2,965 2,884
    126650100 CVS CORP AT COST 5,979 5,483
    256746108 DOLLAR TREE INC AT COST 4,014 4,061
    30161N101 EXELON CORP AT COST 4,820 6,144
    30303M102 FACEBOOK INC AT COST 5,462 9,841
    438516106 HONEYWELL INTL INC AT COST 2,725 6,256
    594918104 MICROSOFT CORP COM AT COST 9,522 14,751
    64110L106 NETFLIX COM INC AT COST 1,432 1,175
    78409V104 S & P GLOBAL INC AT COST 3,758 4,423
    92343V104 VERIZON COMMUNICATIO AT COST 2,145 2,326
    92532F100 VERTEX PHARMACEUTICA AT COST 2,811 2,880
    101137107 BOSTON SCIENTIFIC CO AT COST 3,332 3,846
    191216100 COCA-COLA CO USD AT COST 3,221 3,302
    22160K105 COSTCO WHSL CORP NEW AT COST 1,721 4,421
    26614N102 DUPONT DE NEMOURS IN AT COST 1,680 1,562
    478160104 JOHNSON & JOHNSON CO AT COST 3,634 3,466
    G0177J108 ALLERGAN PLC AT COST 2,247 2,396
    007903107 ADVANCED MICRO DEVIC AT COST 3,566 4,403
    023135106 AMAZON COM INC AT COST 1,407 12,434
    037833100 APPLE COMPUTER INC C AT COST 1,902 7,306
    05587K865 BNYM SELECT MGR S/C AT COST 25,974 33,069
    150870103 CELANESE CORP DEL AT COST 2,562 6,802
    552953101 MGM MIRAGE AT COST 5,214 4,490
    929089100 VOYA FINANCIAL INC AT COST 2,972 4,439
    G5876H105 MARVELL TECHNOLOGY G AT COST 4,027 4,794
    G5960L103 MEDTRONIC PLC AT COST 3,415 4,100
    05569M814 BNY MELLON INTERMEDI AT COST 25,268 24,716
    05569M830 BNY MELLON BOND FD C AT COST 179,219 196,575
    05588F600 BNYM DIVERSIFIED INT AT COST 96,625 115,903
    12572Q105 CME GROUP INC AT COST 4,655 5,650
    126408103 CSX CORP COM AT COST 3,094 5,362
    254687106 DISNEY (WALT) COMPAN AT COST 3,759 7,138
    30231G102 EXXON MOBIL CORP AT COST 4,588 4,109
    452308109 ILLINOIS TOOL WORKS AT COST 2,864 4,945
    63872T729 ASG MANAGED FUTURES AT COST 12,000 11,678
    723787107 PIONEER NAT RES CO AT COST 2,494 2,098
    05569M475 BNY MELLON FOCUSED E AT COST 7,863 9,188
    097023105 BOEING COMPANY AT COST 3,883 4,005
    21036P108 CONSTELLATION BRANDS AT COST 2,381 3,678
    G06242104 ATLASSIAN CORP PLC-C AT COST 2,012 3,632
    002824100 ABBOTT LABORATORIES AT COST 1,841 3,413
    026874784 AMERICAN INTERNATION AT COST 3,541 4,163
    040413106 ARISTA NETWORKS INC AT COST 1,749 1,586
    05569M301 BNY MELLON INCOME ST AT COST 6,172 7,771
    05588F709 BNYM GLBL RL EST SEC AT COST 15,669 19,552
    17275R102 CISCO SYS INC AT COST 3,223 3,277
    20030N101 COMCAST CORP NEW CL AT COST 4,671 7,082
    244199105 DEERE & COMPANY AT COST 4,385 5,267
    437076102 HOME DEPOT INC USD 0 AT COST 1,392 4,558
    46625H100 J P MORGAN CHASE & C AT COST 8,235 8,789
    58933Y105 MERCK & CO INC AT COST 3,119 5,188
    654106103 NIKE INC CL B AT COST 5,033 6,929
    70450Y103 PAYPAL HOLDINGS INC AT COST 4,656 4,689
    717081103 PFIZER INC COM AT COST 1,798 1,778
    79466L302 SALESFORCE COM INC AT COST 1,538 4,370
    233203421 DFA EMERG MKTS CORE AT COST 53,497 54,738
    595112103 MICRON TECHNOLOGY AT COST 5,695 6,338
    65339F101 NEXTERA ENERGY INC AT COST 5,426 7,011
    742718109 PROCTER & GAMBLE CO AT COST 3,906 4,929
    808513105 SCHWAB CHARLES CORP AT COST 3,195 3,827
    91324P102 UNITED HEALTH GROUP AT COST 2,265 3,978
    92826C839 VISA INC AT COST 5,452 12,657
    98138H101 WORKDAY INC AT COST 1,884 1,596
    988498101 YUM BRANDS INC AT COST 3,087 7,007
    00724F101 ADOBE SYS INC COM AT COST 881 4,552
    02079K305 ALPHABET INC/CA AT COST 3,288 8,334
    05588E850 BNY MELLON HIGH YIEL AT COST 13,402 12,613
    166764100 CHEVRONTEXACO CORP AT COST 7,017 7,181
    260557103 DOW INC. AT COST 1,677 1,407
    609207105 MONDELEZ INTERNATION AT COST 4,950 6,626
    718172109 PHILIP MORRIS INTERN AT COST 5,034 5,407
    G47791101 INGERSOLL-RAND PLC AT COST 2,566 7,023
    016255101 ALIGN TECHNOLOGY INC AT COST 1,176 1,465
    03027X100 AMERICAN TOWER CORP- AT COST 3,987 8,057
    05569M509 BNY MELLON MID CAP S AT COST 68,505 119,171
    05569M731 BNY MELLON NATL S/T AT COST 4,800 4,826
    05587K824 BNYM SEL MGR S/C VAL AT COST 27,853 29,161
    05589K400 BNYM FLTNG RT INC-Y AT COST 29,200 27,069
    09661F701 BNYM INTL SMALL CAP- AT COST 31,749 31,607
    29444U700 EQUINIX INC AT COST 2,563 3,338
    30063P105 EXACT SCIENCES CORP AT COST 986 2,384
    78486Q101 SVB FINL GROUP AT COST 3,545 3,698
    852234103 SQUARE INC - A AT COST 3,686 3,092
    872590104 T -MOBILE US INC AT COST 1,314 1,561
    883556102 THERMO ELECTRON CORP AT COST 3,432 3,732

    TY 2018 OtherDecreasesSchedule
    Name:
    DEAN WELFARE TRUST-TR
    EIN:
    04-6046890
    Description Amount
    PY RETURN OF CAPITAL ADJUSTMENT 127


    TY 2018 OtherExpensesSchedule
    Name:
    DEAN WELFARE TRUST-TR
    EIN:
    04-6046890
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    STATE INCOME TAXES - INCOME 35 0   35


    TY 2018 TaxesSchedule
    Name:
    DEAN WELFARE TRUST-TR
    EIN:
    04-6046890
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 352 352   0
    FEDERAL TAX PAYMENT - PRIOR YE 893 0   0
    FEDERAL ESTIMATES - INCOME 1,376 0   0
    FOREIGN TAXES ON NONQUALIFIED 81 81   0