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 11-01-2018 , and ending 10-31-2019
Name of foundation
ROBERT S ANDERSON CHARITABLE TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address)116 ALLEGHENY CENTER MALL P8YB3502L
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH, PA15212
A Employer identification number

26-6561966
B Telephone number (see instructions)

(412) 768-5898
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$2,102,773J 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... 47,978 47,978  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 93,463
b Gross sales price for all assets on line 6a 637,464
7 Capital gain net income (from Part IV, line 2)... 93,463
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........ 141,441 141,441  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 23,197 20,877   2,320
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 6,253 170   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 3 3    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 29,453 21,050 0 2,320
25 Contributions, gifts, grants paid....... 99,591 99,591
26 Total expenses and disbursements. Add lines 24 and 25 129,044 21,050 0 101,911
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 12,397
b Net investment income (if negative, enter -0-) 120,391
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......... 46,205 46,923 46,923
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)....... 422,437 Click to see attachment282,024 425,634
c Investments—corporate bonds (attach schedule)....... 247,357 Click to see attachment197,387 201,303
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 996,166 Click to see attachment1,198,496 1,428,913
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) 1,712,165 1,724,830 2,102,773
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........ 1,710,683 1,724,016
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 1,482 814
30 Total net assets or fund balances (see instructions)..... 1,712,165 1,724,830
31 Total liabilities and net assets/fund balances (see instructions). 1,712,165 1,724,830
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
1,712,165
2
Enter amount from Part I, line 27a .....................
2
12,397
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
268
4
Add lines 1, 2, and 3 ..........................
4
1,724,830
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
1,724,830
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 .166 RESIDEO TECHNOLOGIES INC-W/I   2015-01-13 2018-11-01
b 65. FIRST DATA CORP- CLASS A MERGED 07/29/19   2018-08-17 2018-11-02
c 2. TEXAS INSTRS INC COM   2015-11-11 2018-11-02
d 36. TEXAS INSTRS INC COM   2015-11-11 2018-11-02
e 11. FIRST DATA CORP- CLASS A MERGED 07/29/19   2018-08-17 2018-11-05
1. FIRST DATA CORP- CLASS A MERGED 07/29/19   2018-08-17 2018-11-05
58. FIRST DATA CORP- CLASS A MERGED 07/29/19   2018-09-11 2018-11-05
6. FIRST DATA CORP- CLASS A MERGED 07/29/19   2018-09-11 2018-11-05
34. TEXAS INSTRS INC COM   2015-12-02 2018-11-05
10. TEXAS INSTRS INC COM   2015-12-02 2018-11-05
9. FIRST DATA CORP- CLASS A MERGED 07/29/19   2018-08-17 2018-11-06
2. FIRST DATA CORP- CLASS A MERGED 07/29/19   2018-08-17 2018-11-06
49. FIRST DATA CORP- CLASS A MERGED 07/29/19   2018-09-11 2018-11-06
10. FIRST DATA CORP- CLASS A MERGED 07/29/19   2018-09-11 2018-11-06
3. RESIDEO TECHNOLOGIES INC-W/I   2015-01-13 2018-11-06
16. BURLINGTON STORES INC   2015-04-20 2018-11-08
7. ROYAL CARRIBEAN CRUISES LTD SEDOL 2754907 ISIN LR0008862868   2017-04-07 2018-11-08
8. ROYAL CARRIBEAN CRUISES LTD SEDOL 2754907 ISIN LR0008862868   2017-04-07 2018-11-09
2. ROYAL CARRIBEAN CRUISES LTD SEDOL 2754907 ISIN LR0008862868   2017-04-07 2018-11-09
2. ROYAL CARRIBEAN CRUISES LTD SEDOL 2754907 ISIN LR0008862868   2017-04-07 2018-11-12
18. FERRARI NV - W/I SEDOL BZ1GMK5   2018-07-03 2018-11-14
9. FEDEX CORPORATION   2018-05-15 2018-11-16
7. AT&T INC   2018-02-23 2018-11-19
65. AT&T INC   2012-03-13 2018-11-19
31. WELLS FARGO & CO NEW COM   2012-01-23 2018-11-19
1. WELLS FARGO & CO NEW COM   2012-01-23 2018-11-19
1. NU SKIN ENTERPRISES 67018T105   2001-01-01 2018-11-23
18. APPLE INC   2009-01-22 2018-11-30
3. FEDEX CORPORATION   2018-08-09 2018-11-30
10. FEDEX CORPORATION   2018-05-16 2018-11-30
58. JACOBS ENGINEERING GROUP INC   2018-07-10 2018-11-30
38. PRINCIPAL FINANCIAL GROUP COM   2014-10-30 2018-12-10
2. PRINCIPAL FINANCIAL GROUP COM   2015-02-03 2018-12-10
6. PRUDENTIAL FINANCIAL INC COM   2017-02-22 2018-12-10
12. UNITED TECHNOLOGIES CORP COM   2008-03-12 2018-12-10
13. PRINCIPAL FINANCIAL GROUP COM   2015-02-03 2018-12-11
37. TE CONNECTIVITY LTD SEDOL B62B7C3 ISIN CH0102993182   2017-05-26 2018-12-11
31. SUNCOR ENERGY INC ISIN CA8672241079 SEDOL B3NB1P2   2018-08-24 2018-12-13
21. UNITED TECHNOLOGIES CORP COM   2018-07-13 2018-12-13
21. SUNCOR ENERGY INC ISIN CA8672241079 SEDOL B3NB1P2   2018-08-23 2018-12-14
10. JOHNSON & JOHNSON COM   2011-05-16 2018-12-18
11. KIMBERLY-CLARK CORP COM   2017-02-22 2018-12-18
4. ALTRIA GROUP INC   2015-01-13 2018-12-27
25. ALTRIA GROUP INC   2015-01-13 2018-12-27
28. APPLE INC   2009-01-23 2019-01-04
34. CITIGROUP INC   2017-07-28 2019-01-04
8. APPLE INC   2013-07-10 2019-01-09
1. CATERPILLAR INC   2018-01-19 2019-01-09
8. CATERPILLAR INC   2018-01-19 2019-01-09
25000. PHILIP MORRIS INTL INC UNSC   2014-11-18 2019-01-15
34. EASTMAN CHEM CO   2018-03-06 2019-01-22
12. BAXTER INTERNATIONAL INC   2018-05-31 2019-01-30
3. INTUITIVE SURGICAL INC   2018-02-14 2019-01-30
21. MCCORMICK & CO INC COM NON VTG   2018-07-10 2019-01-30
60. MORGAN STANLEY   2016-09-30 2019-01-30
39. OCCIDENTAL PETE CORP COM   2018-06-12 2019-01-30
1. CHEVRON CORPORATION   2018-06-13 2019-01-31
14. CHEVRON CORPORATION   2018-06-13 2019-01-31
5. MCCORMICK & CO INC COM NON VTG   2018-10-11 2019-01-31
7. MCCORMICK & CO INC COM NON VTG   2018-07-16 2019-01-31
46. MORGAN STANLEY   2016-10-21 2019-01-31
1. MORGAN STANLEY   2016-10-21 2019-01-31
10. MCCORMICK & CO INC COM NON VTG   2018-07-16 2019-02-01
9. MORGAN STANLEY   2016-10-21 2019-02-01
1. MORGAN STANLEY   2016-10-21 2019-02-01
33. PRICE T ROWE GROUP INC COM   2017-08-30 2019-02-07
18. PRICE T ROWE GROUP INC COM   2017-08-25 2019-02-08
17. TE CONNECTIVITY LTD SEDOL B62B7C3 ISIN CH0102993182   2017-05-25 2019-02-08
9. TE CONNECTIVITY LTD SEDOL B62B7C3 ISIN CH0102993182   2017-05-25 2019-02-08
11. PRICE T ROWE GROUP INC COM   2017-08-25 2019-02-11
10. TE CONNECTIVITY LTD SEDOL B62B7C3 ISIN CH0102993182   2017-05-25 2019-02-11
29. TOTAL SYSTEMS SERVICES INC MERGED 09/17/2019   2017-07-07 2019-02-12
2. TE CONNECTIVITY LTD SEDOL B62B7C3 ISIN CH0102993182   2017-05-25 2019-02-12
17. ARCHER DANIELS MIDLAND CO   2018-08-17 2019-02-15
27. ARCHER DANIELS MIDLAND CO   2018-08-16 2019-02-19
20. ARCHER DANIELS MIDLAND CO   2018-08-16 2019-02-20
23. ABBVIE INC   2017-12-08 2019-02-22
23. OCCIDENTAL PETE CORP COM   2018-01-19 2019-02-22
1. OCCIDENTAL PETE CORP COM   2018-01-19 2019-02-22
38. MORGAN STANLEY   2016-10-03 2019-02-25
4. OCCIDENTAL PETE CORP COM   2018-01-19 2019-02-25
10. PRICE T ROWE GROUP INC COM   2016-05-18 2019-02-25
1. PRICE T ROWE GROUP INC COM   2016-05-18 2019-02-25
4. PRUDENTIAL FINANCIAL INC COM   2016-11-28 2019-02-25
12. BURLINGTON STORES INC   2016-08-31 2019-03-08
1. BURLINGTON STORES INC   2016-08-31 2019-03-08
22. OCCIDENTAL PETE CORP COM   2018-01-17 2019-03-12
3. WELLCARE HEALTH PLANS, INC.   2018-08-17 2019-03-15
4. WELLCARE HEALTH PLANS, INC.   2018-08-16 2019-03-18
15. WELLCARE HEALTH PLANS, INC.   2018-06-08 2019-03-19
9. BIOGEN INC   2016-08-02 2019-03-22
1. BIOGEN INC   2017-01-27 2019-03-22
9. BIOGEN INC   2016-05-17 2019-03-25
1. BANK OF AMERICA XXX-XX-XXXX   2001-01-01 2019-03-28
32. CISCO SYS INC COM   2013-04-15 2019-04-05
25000. MEDTRONIC INC COGT   2018-10-04 2019-04-06
1. BOEING CO   2019-03-08 2019-04-11
9. BOEING CO   2017-10-20 2019-04-11
16. EASTMAN CHEM CO   2018-03-05 2019-04-11
5. EASTMAN CHEM CO   2018-03-02 2019-04-12
20. BOEING CO   2017-10-24 2019-04-15
36. TRANSCANADA CORP (HOLDING CO) NAME CHANGE 05/09/2019   2016-09-15 2019-04-16
14. LYONDELLBASELL INDUSTRIES N.V. ISIN NL0009434992 SEDOL B3SPXZ3   2018-05-11 2019-04-16
4. BOEING CO   2017-12-19 2019-04-17
1. BOEING CO   2017-12-19 2019-04-17
1. INTUITIVE SURGICAL INC   2019-02-04 2019-04-23
4. INTUITIVE SURGICAL INC   2018-02-14 2019-04-23
15. RAYTHEON COMPANY   2016-01-25 2019-04-23
35. BANK NEW YORK MELLON CORP COM   2016-04-29 2019-04-24
1. BANK NEW YORK MELLON CORP COM   2016-04-29 2019-04-24
13. RAYTHEON COMPANY   2016-01-29 2019-04-24
11. AMPHENOL CORP NEW CL A   2018-11-02 2019-05-10
1. AMPHENOL CORP NEW CL A   2018-11-02 2019-05-10
26. AMPHENOL CORP NEW CL A   2018-11-05 2019-05-10
1. AMPHENOL CORP NEW CL A   2019-02-04 2019-05-10
7. AMPHENOL CORP NEW CL A   2018-11-02 2019-05-13
3. AMPHENOL CORP NEW CL A   2018-11-02 2019-05-13
25000. FEDERAL FARM CREDIT BANK BNDS CALL 05/16/2017 @ 100   2016-05-13 2019-05-16
15. ALEXION PHARMACEUTICALS INC   2019-02-22 2019-05-20
6. ALPHABET INC/CA-CL A   2009-01-27 2019-05-20
1. ALPHABET INC/CA-CL A   2019-01-04 2019-05-20
4. AMAZON.COM INC   2018-02-02 2019-05-20
24. AMERICAN WATER WORKS CO INC   2016-02-05 2019-05-20
20. AMGEN INC   2013-12-30 2019-05-20
28. APPLE INC   2009-01-23 2019-05-20
24. AUTOMATIC DATA PROCESSING INC   2018-05-23 2019-05-20
3. AUTOZONE INC   2018-10-11 2019-05-20
47. BP PLC SPONSORED ADR   2019-02-22 2019-05-20
85. BANK OF AMERICA CORP   2019-01-31 2019-05-20
97. BANK OF AMERICA CORP   2018-07-27 2019-05-20
31. BAXTER INTERNATIONAL INC   2018-01-04 2019-05-20
35. BERRY GLOBAL GROUP INC   2019-04-11 2019-05-20
3076.923 BLACKROCK STRATEGIC INCOME OPPORTUNITIES PORTFOLIO   2018-02-06 2019-05-20
50. BOOZ ALLEN HAMILTON HOLDING   2019-01-04 2019-05-20
38. BRISTOL MYERS SQUIBB CO   2018-09-14 2019-05-20
10. BROADCOM INC   2019-02-08 2019-05-20
12. BURLINGTON STORES INC   2016-08-31 2019-05-20
75. CBRE GROUP INC   2018-02-23 2019-05-20
44. CSX CORP COM   2018-07-27 2019-05-20
21. CELANESE CORP   2018-05-15 2019-05-20
10. CELANESE CORP   2018-10-25 2019-05-20
36. CENTENE CORP   2018-04-26 2019-05-20
17. CHEVRON CORPORATION   2018-06-13 2019-05-20
30. CHURCH & DWIGHT INC   2019-01-31 2019-05-20
77. CISCO SYS INC COM   2011-12-01 2019-05-20
13. CISCO SYS INC COM   2018-10-25 2019-05-20
10. CINTAS CORP   2019-04-24 2019-05-20
82. CITIZENS FINANCIAL GROUP   2016-11-11 2019-05-20
30. COMCAST CORPORATION CL A   2018-10-11 2019-05-20
78. COMCAST CORPORATION CL A   2011-10-12 2019-05-20
38. CONOCOPHILLIPS   2017-11-03 2019-05-20
2. COSTCO WHSL CORP NEW COM   2019-03-15 2019-05-20
10. COSTCO WHSL CORP NEW COM   2018-07-27 2019-05-20
21. DANAHER CORP   2018-06-15 2019-05-20
17. DOLLAR GENERAL CORP   2018-11-08 2019-05-20
23. DUKE ENERGY HOLDING CORP   2018-12-13 2019-05-20
43. E*TRADE FINANCIAL CORP   2019-04-24 2019-05-20
20. FACEBOOK INC   2016-03-02 2019-05-20
15. HCA HEALTHCARE INC   2019-03-22 2019-05-20
21. HOME DEPOT INC COM   2012-01-09 2019-05-20
41. INTEL CORP   2018-11-02 2019-05-20
47. INTEL CORP   2016-08-19 2019-05-20
13. INTERNATIONAL FLAVORS & FRAGRANCES INC   2019-01-31 2019-05-20
363. ISHARES INTERMEDIATE-TERM CORPORATE BOND   2010-09-28 2019-05-20
68. J P MORGAN CHASE & CO COM   2008-10-28 2019-05-20
33. KOHLS CORP COM   2018-04-05 2019-05-20
16. LAUDER ESTEE COS INC CL A   2019-02-15 2019-05-20
24. LILLY ELI & CO   2018-07-13 2019-05-20
20. M&T BK CORP   2019-01-04 2019-05-20
20. MCDONALDS CORP COM   2017-06-19 2019-05-20
44. MICROSOFT CORP   2018-07-02 2019-05-20
41. MICROSOFT CORP   2009-01-23 2019-05-20
11. NORFOLK SOUTHN CORP COM   2018-11-16 2019-05-20
6. NORFOLK SOUTHN CORP COM   2018-12-13 2019-05-20
9. NORTHROP GRUMMAN CORPORATION   2015-03-27 2019-05-20
81. PFIZER INC COM   2017-11-10 2019-05-20
21. PROCTER & GAMBLE CO   2018-10-25 2019-05-20
30. PROCTER & GAMBLE CO   2018-12-13 2019-05-20
40. PROGRESSIVE CORP OHIO   2019-02-08 2019-05-20
21. S&P GLOBAL INC   2016-05-20 2019-05-20
57. SUNTRUST BANKS INC COM   2016-06-24 2019-05-20
34. T-MOBILE US INC   2017-04-28 2019-05-20
51. TOTAL FINA S A   2016-05-05 2019-05-20
19. UNITED RENTALS INC COM   2017-05-25 2019-05-20
15. UNITEDHEALTH GROUP INC COM   2016-10-27 2019-05-20
24. VISA INC CLASS A SHARES   2013-02-08 2019-05-20
47. WEC ENERGY GROUP INC   2009-03-13 2019-05-20
43. WASTE MANAGEMENT INC   2018-03-09 2019-05-20
11. ACCENTURE PLC CLASS A SEDOL B4BNMY3   2019-05-10 2019-05-20
29. INGERSOLL-RAND PLC SEDOL B633030   2019-04-11 2019-05-20
7. KOHLS CORP COM   2018-05-24 2019-05-23
22. KOHLS CORP COM   2018-03-23 2019-05-23
45. KOHLS CORP COM   2018-10-10 2019-05-23
1. KOHLS CORP COM   2019-02-04 2019-05-23
41. LAMB WESTON HOLDING INC-W/I   2018-10-10 2019-05-28
1. LAMB WESTON HOLDING INC-W/I   2019-02-04 2019-05-28
36. CENTENE CORP   2018-09-21 2019-06-06
16. PROGRESSIVE CORP OHIO   2019-02-07 2019-06-06
131. REGIONS FINANCIAL CORP   2018-03-28 2019-06-06
6. UNITED TECHNOLOGIES CORP COM   2018-07-11 2019-06-06
4. UNITED TECHNOLOGIES CORP COM   2018-04-27 2019-06-06
23. WASTE MANAGEMENT INC   2018-03-12 2019-06-06
27. BRISTOL MYERS SQUIBB CO   2018-10-26 2019-06-11
35. INTEL CORP   2011-06-03 2019-06-11
3. INTEL CORP   2011-06-03 2019-06-11
12. TEXAS INSTRS INC COM   2015-04-17 2019-06-11
20. UNITED TECHNOLOGIES CORP COM   2018-04-27 2019-06-17
5. BROADCOM INC   2017-12-11 2019-06-21
7. CISCO SYS INC COM   2013-04-15 2019-06-21
3. JOHNSON & JOHNSON COM   2011-05-16 2019-06-21
13. MERCK & CO INC   2017-01-17 2019-06-21
1. CHURCH & DWIGHT INC   2019-02-04 2019-06-28
11. CHURCH & DWIGHT INC   2018-08-09 2019-06-28
19. INTERNATIONAL FLAVORS & FRAGRANCES INC   2019-01-22 2019-06-28
10. PROCTER & GAMBLE CO   2019-02-04 2019-06-28
37. CARNIVAL CORP SEDOL 2523044   2016-05-10 2019-07-08
18. CISCO SYS INC COM   2012-03-13 2019-07-08
15. DUKE ENERGY HOLDING CORP   2018-12-10 2019-07-08
12. CARNIVAL CORP SEDOL 2523044   2016-07-14 2019-07-09
11. CISCO SYS INC COM   2012-03-13 2019-07-09
69. INTEL CORP   2016-02-01 2019-07-17
8. INTEL CORP   2016-02-01 2019-07-17
80. BANK OF AMERICA CORP   2019-01-30 2019-08-26
7. HOME DEPOT INC COM   2011-12-02 2019-08-26
6. MCDONALDS CORP COM   2017-05-09 2019-08-26
20. NORFOLK SOUTHN CORP COM   2018-11-30 2019-08-27
1. VEEVA SYSTEMS INC-CLASS A   2019-02-04 2019-08-30
15. VEEVA SYSTEMS INC-CLASS A   2019-03-19 2019-08-30
19. ALEXION PHARMACEUTICALS INC   2019-03-25 2019-09-04
19. PRUDENTIAL FINANCIAL INC COM   2016-11-28 2019-09-06
8. SIMON PROPERTY GROUP INC   2018-06-18 2019-09-06
5. PRUDENTIAL FINANCIAL INC COM   2016-11-28 2019-09-09
.062 GLOBAL PAYMENTS INC-W/I   2017-07-07 2019-09-24
23. ALTRIA GROUP INC   2015-01-13 2019-09-30
8. NORFOLK SOUTHN CORP COM   2018-12-10 2019-09-30
2. NORFOLK SOUTHN CORP COM   2019-04-17 2019-09-30
9. AUTOMATIC DATA PROCESSING INC   2018-05-29 2019-10-03
59. CSX CORP COM   2018-07-25 2019-10-03
30. CISCO SYS INC COM   2019-07-17 2019-10-03
25. E*TRADE FINANCIAL CORP   2019-04-23 2019-10-03
42. E*TRADE FINANCIAL CORP   2018-07-11 2019-10-03
15. UNITED RENTALS INC COM   2018-09-21 2019-10-03
1062.323 DODGE & COX INCOME FUND   2013-05-23 2019-10-09
79. ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND   2010-09-28 2019-10-09
96. ISHARES TR RUSSELL 1000 GROWTH INDEX FD   2017-03-21 2019-10-09
431. ISHARES INTERMEDIATE-TERM CORPORATE BOND   2010-09-28 2019-10-09
279. ISHARES SHORT-TERM CORPORATE BOND ETF   2010-09-28 2019-10-09
22. SYNOVUS FINANCIAL CORP   2018-06-04 2019-10-24
12. SYNOVUS FINANCIAL CORP   2018-06-04 2019-10-25
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 4   3 1
b 1,217   1,630 -413
c 190   116 74
d 3,418   2,017 1,401
e 203   272 -69
18   25 -7
1,070   1,472 -402
111   152 -41
3,247   1,965 1,282
952   578 374
168   222 -54
37   49 -12
915   1,242 -327
187   252 -65
71   53 18
2,761   891 1,870
759   681 78
861   779 82
216   194 22
213   194 19
1,999   2,419 -420
2,038   2,226 -188
212   256 -44
1,972   2,204 -232
1,645   955 690
53   31 22
109   25 84
3,204   231 2,973
685   740 -55
2,282   2,480 -198
3,798   3,844 -46
1,635   1,933 -298
86   97 -11
499   664 -165
1,425   885 540
553   614 -61
2,768   2,894 -126
951   1,290 -339
2,506   2,720 -214
624   866 -242
1,308   758 550
1,252   1,487 -235
191   205 -14
1,200   1,280 -80
4,136   352 3,784
1,875   2,297 -422
1,228   482 746
132   169 -37
1,048   1,351 -303
25,000   24,934 66
2,684   3,568 -884
848   858 -10
1,490   1,211 279
2,580   2,482 98
2,547   1,919 628
2,606   3,319 -713
114   127 -13
1,596   1,781 -185
618   664 -46
866   831 35
1,949   1,537 412
42   33 9
1,232   1,188 44
380   301 79
43   33 10
3,087   2,770 317
1,656   1,512 144
1,361   1,325 36
719   701 18
1,019   923 96
801   779 22
2,656   1,704 952
161   156 5
712   861 -149
1,132   1,358 -226
840   1,003 -163
1,835   2,208 -373
1,518   1,735 -217
66   75 -9
1,614   1,210 404
264   302 -38
986   744 242
99   74 25
384   400 -16
1,700   973 727
144   81 63
1,413   1,667 -254
721   884 -163
974   1,175 -201
3,708   3,498 210
1,970   2,489 -519
218   255 -37
1,956   2,185 -229
35   25 10
1,767   697 1,070
25,000   24,819 181
368   421 -53
3,312   2,374 938
1,307   1,663 -356
417   503 -86
7,521   5,298 2,223
1,674   1,700 -26
1,281   1,578 -297
1,519   1,186 333
380   297 83
498   521 -23
1,990   1,614 376
2,807   1,783 1,024
1,686   1,404 282
48   40 8
2,413   1,654 759
1,038   993 45
94   90 4
2,452   2,329 123
94   88 6
646   632 14
277   270 7
25,000   25,000  
1,921   1,957 -36
6,861   1,537 5,324
1,144   1,076 68
7,448   5,969 1,479
2,678   1,528 1,150
3,382   2,309 1,073
5,116   349 4,767
3,879   3,103 776
2,953   2,335 618
1,998   1,997 1
2,417   2,416 1
2,759   3,012 -253
2,336   2,121 215
1,692   2,048 -356
30,000   30,831 -831
3,065   2,401 664
1,761   2,311 -550
2,723   2,730 -7
1,974   968 1,006
3,514   3,503 11
3,439   3,097 342
2,098   2,299 -201
999   961 38
2,015   1,961 54
2,054   2,112 -58
2,221   1,934 287
4,307   1,878 2,429
727   592 135
2,239   2,160 79
2,863   2,450 413
1,285   1,027 258
3,342   924 2,418
2,367   2,011 356
500   469 31
2,498   2,197 301
2,739   2,144 595
2,038   1,996 42
2,003   2,090 -87
2,077   2,148 -71
3,656   2,191 1,465
1,887   2,030 -143
4,034   907 3,127
1,789   1,935 -146
2,051   1,657 394
1,754   1,843 -89
20,005   19,691 314
7,578   1,886 5,692
2,076   2,172 -96
2,686   2,482 204
2,779   2,148 631
3,312   3,141 171
3,976   3,060 916
5,564   4,566 998
5,184   699 4,485
2,247   1,900 347
1,226   940 286
2,823   1,443 1,380
3,359   2,838 521
2,258   1,864 394
3,226   2,949 277
3,113   2,750 363
4,451   2,273 2,178
3,564   2,331 1,233
2,704   2,299 405
2,797   2,485 312
2,372   2,136 236
3,690   2,132 1,558
3,929   945 2,984
3,821   889 2,932
4,673   3,613 1,060
1,963   1,902 61
3,513   3,295 218
358   447 -89
1,124   1,384 -260
2,299   3,348 -1,049
51   67 -16
2,513   3,083 -570
61   71 -10
1,943   2,589 -646
1,334   1,079 255
1,828   2,390 -562
788   751 37
525   488 37
2,595   1,996 599
1,264   1,362 -98
1,637   784 853
140   66 74
1,351   690 661
2,490   2,438 52
1,383   1,305 78
403   149 254
424   199 225
1,095   819 276
73   66 7
806   614 192
2,711   2,641 70
1,103   1,013 90
1,718   1,777 -59
1,012   379 633
1,340   1,349 -9
552   558 -6
620   222 398
3,415   2,129 1,286
396   247 149
2,131   2,341 -210
1,527   281 1,246
1,294   867 427
3,407   3,425 -18
165   115 50
2,472   1,945 527
1,865   2,469 -604
1,563   1,897 -334
1,207   1,319 -112
419   499 -80
10   5 5
939   1,177 -238
1,443   1,239 204
361   394 -33
1,402   1,165 237
3,934   4,149 -215
1,386   1,725 -339
883   1,267 -384
1,484   2,575 -1,091
1,707   2,564 -857
15,000   14,745 255
10,063   8,935 1,128
15,190   10,863 4,327
24,999   23,304 1,695
14,985   14,648 337
749   1,224 -475
410   667 -257
      11,660
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
b       -413
c       74
d       1,401
e       -69
      -7
      -402
      -41
      1,282
      374
      -54
      -12
      -327
      -65
      18
      1,870
      78
      82
      22
      19
      -420
      -188
      -44
      -232
      690
      22
      84
      2,973
      -55
      -198
      -46
      -298
      -11
      -165
      540
      -61
      -126
      -339
      -214
      -242
      550
      -235
      -14
      -80
      3,784
      -422
      746
      -37
      -303
      66
      -884
      -10
      279
      98
      628
      -713
      -13
      -185
      -46
      35
      412
      9
      44
      79
      10
      317
      144
      36
      18
      96
      22
      952
      5
      -149
      -226
      -163
      -373
      -217
      -9
      404
      -38
      242
      25
      -16
      727
      63
      -254
      -163
      -201
      210
      -519
      -37
      -229
      10
      1,070
      181
      -53
      938
      -356
      -86
      2,223
      -26
      -297
      333
      83
      -23
      376
      1,024
      282
      8
      759
      45
      4
      123
      6
      14
      7
       
      -36
      5,324
      68
      1,479
      1,150
      1,073
      4,767
      776
      618
      1
      1
      -253
      215
      -356
      -831
      664
      -550
      -7
      1,006
      11
      342
      -201
      38
      54
      -58
      287
      2,429
      135
      79
      413
      258
      2,418
      356
      31
      301
      595
      42
      -87
      -71
      1,465
      -143
      3,127
      -146
      394
      -89
      314
      5,692
      -96
      204
      631
      171
      916
      998
      4,485
      347
      286
      1,380
      521
      394
      277
      363
      2,178
      1,233
      405
      312
      236
      1,558
      2,984
      2,932
      1,060
      61
      218
      -89
      -260
      -1,049
      -16
      -570
      -10
      -646
      255
      -562
      37
      37
      599
      -98
      853
      74
      661
      52
      78
      254
      225
      276
      7
      192
      70
      90
      -59
      633
      -9
      -6
      398
      1,286
      149
      -210
      1,246
      427
      -18
      50
      527
      -604
      -334
      -112
      -80
      5
      -238
      204
      -33
      237
      -215
      -339
      -384
      -1,091
      -857
      255
      1,128
      4,327
      1,695
      337
      -475
      -257
       
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 93,463
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 97,095 2,122,812 0.045739
2016 94,588 1,983,454 0.047689
2015 98,593 1,905,148 0.051751
2014 95,038 2,006,080 0.047375
2013 86,314 1,949,097 0.044284
2
Total of line 1, column (d) .....................
2
0.236838
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
0.047368
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
2,055,081
5
Multiply line 4 by line 3......................
5
97,345
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
1,204
7
Add lines 5 and 6........................
7
98,549
8
Enter qualifying distributions from Part XII, line 4,.............
8
101,911
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 1,204
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 1,204
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 1,204
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 4,136
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 4,136
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 2,932
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet602 RefundedBullet 11 2,330
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)
    bulletPA
    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 ofbulletPNC BANK NA Telephone no.bullet (412) 768-5898

    Located atbullet116 ALLEGHENY CENTER MALLPITTSBURGHPA ZIP+4bullet15212
    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
    PNC BANK NA TRUSTEE
    5     		23,197    
    116 ALLEGHENY CENTER MALL
    PITTSBURGH,PA15212
    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
    2,086,377
    b
    Average of monthly cash balances.......................
    1b
    0
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,086,377
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    2,086,377
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    31,296
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    2,055,081
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    102,754
    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
    102,754
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    1,204
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,204
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    101,550
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    101,550
    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
    101,550
    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
    101,911
    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
    101,911
    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
    1,204
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    100,707
    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 7 101,550
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 99,591
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 0
    b From 2014...... 0
    c From 2015...... 0
    d From 2016...... 0
    e From 2017...... 0
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 101,911
    a Applied to 2017, but not more than line 2a 99,591
    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..... 2,320
    e Remaining amount distributed out of corpus 0
    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 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 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 ..........     		99,230
    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) ...     		0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2014.... 0
    b Excess from 2015.... 0
    c Excess from 2016.... 0
    d Excess from 2017.... 0
    e Excess from 2018.... 0
    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).)
    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.
    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
    MISERICORDIA UNIVERSITY
    301 LAKE STREET
    DALLAS,PA186121008     		NONE PC FUND THE R S ANDERSON 99,591
    Total .................................bullet 3a 99,591
    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 47,978  
    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 93,463  
    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)..   141,441  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    141,441
    (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 InvestmentsCorpBondsSchedule
    Name:
    ROBERT S ANDERSON CHARITABLE TRUST
    EIN:
    26-6561966
    Name of Bond End of Year Book Value End of Year Fair Market Value
    BONDS 197,387 201,303

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    ROBERT S ANDERSON CHARITABLE TRUST
    EIN:
    26-6561966
    Name of Stock End of Year Book Value End of Year Fair Market Value
    COMMON STOCK 282,024 425,634

    TY 2018 InvestmentsOtherSchedule2
    Name:
    ROBERT S ANDERSON CHARITABLE TRUST
    EIN:
    26-6561966
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MUTUAL FUNDS - FIXED AT COST 348,523 366,876
    MUTUAL FUNDS - EQUITY AT COST 849,973 1,062,037

    TY 2018 OtherExpensesSchedule
    Name:
    ROBERT S ANDERSON CHARITABLE TRUST
    EIN:
    26-6561966
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADR SERVICE FEES 3 3   0


    TY 2018 OtherIncreasesSchedule
    Name:
    ROBERT S ANDERSON CHARITABLE TRUST
    EIN:
    26-6561966
    Description Amount
    ORDINARY INCOME FROM PARTNERSHIP 237
    DIVIDEND REVERSED IN SUBSEQUENT YEAR 25
    ROUNDING FOR SALES/TRANSACTIONS 6


    TY 2018 TaxesSchedule
    Name:
    ROBERT S ANDERSON CHARITABLE TRUST
    EIN:
    26-6561966
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 170 170   0
    FEDERAL TAX PAYMENT - PRIOR YE 1,947 0   0
    FEDERAL ESTIMATES - PRINCIPAL 4,136 0   0