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TIN:
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0052
20
19
Open to Public Inspection
For calendar year 2019, or tax year beginning
05-01-2019
, and ending
04-30-2020
Name of foundation
EDITH J GOODE RESIDUARY TRUST PNC BANK N A
Number and street (or P.O. box number if mail is not delivered to street address)
116 ALLEGHENY CENTER MALL P8YB3502L
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH
,
PA
15212
A Employer identification number
52-0950506
B
Telephone number (see instructions)
(412) 768-5898
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
2,526,908
J
Accounting method:
Cash
Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)
Part I
Analysis of Revenue and Expenses
(The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)
(a)
Revenue and
expenses per
books
(b)
Net investment
income
(c)
Adjusted net
income
(d)
Disbursements
for charitable
purposes
(cash basis only)
1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
.............
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities
...
65,403
65,403
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
758,868
b
Gross sales price for all assets on line 6a
2,450,151
7
Capital gain net income (from Part IV, line 2)
...
758,868
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)
.......
39
39
12
Total.
Add lines 1 through 11
........
824,310
824,310
13
Compensation of officers, directors, trustees, etc.
33,846
30,462
3,384
14
Other employee salaries and wages
......
0
0
0
15
Pension plans, employee benefits
.......
0
0
16a
Legal fees (attach schedule)
.........
3,750
0
0
3,750
b
Accounting fees (attach schedule)
.......
c
Other professional fees (attach schedule)
....
1,000
1,000
17
Interest
...............
0
18
Taxes (attach schedule) (see instructions)
...
1,751
402
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)
.......
9,153
1,018
8,135
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
49,500
31,882
0
16,269
25
Contributions, gifts, grants paid
.......
120,997
120,997
26
Total expenses and disbursements.
Add lines 24 and 25
170,497
31,882
0
137,266
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
653,813
b
Net investment income
(if negative, enter -0-)
792,428
c
Adjusted net income
(if negative, enter -0-)
...
0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2019)
Form 990-PF (2019)
Page
2
Part II
Balance Sheets
Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year
End of year
(a)
Book Value
(b)
Book Value
(c)
Fair Market Value
1
Cash—non-interest-bearing
.............
2
Savings and temporary cash investments
.........
58,230
118,748
118,748
3
Accounts receivable
Less: allowance for doubtful accounts
0
0
4
Pledges receivable
Less: allowance for doubtful accounts
5
Grants receivable
.................
6
Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)
.....
7
Other notes and loans receivable (attach schedule)
Less: allowance for doubtful accounts
0
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
10a
Investments—U.S. and state government obligations (attach schedule)
b
Investments—corporate stock (attach schedule)
.......
477,864
c
Investments—corporate bonds (attach schedule)
.......
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
1,579,065
2,650,721
2,408,160
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
2,115,159
2,769,469
2,526,908
17
Accounts payable and accrued expenses
..........
18
Grants payable
.................
19
Deferred revenue
.................
20
Loans from officers, directors, trustees, and other disqualified persons
21
Mortgages and other notes payable (attach schedule)
......
22
Other liabilities (describe
)
23
Total liabilities
(add lines 17 through 22)
.........
0
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
25
Net assets with donor restrictions
............
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
2,106,619
2,749,574
27
Paid-in or capital surplus, or land, bldg., and equipment fund
28
Retained earnings, accumulated income, endowment, or other funds
8,540
19,895
29
Total net assets or fund balances
(see instructions)
.....
2,115,159
2,769,469
30
Total liabilities and net assets/fund balances
(see instructions)
.
2,115,159
2,769,469
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return)
...............
1
2,115,159
2
Enter amount from Part I, line 27a
.....................
2
653,813
3
Other increases not included in line 2 (itemize)
3
497
4
Add lines 1, 2, and 3
..........................
4
2,769,469
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
2,769,469
Form
990-PF
(2019)
Form 990-PF (2019)
Page
3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a)
List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a
8. MASTERCARD INC CL A
2009-02-12
2019-05-01
b
7. MASTERCARD INC CL A
2018-07-13
2019-05-01
c
9. CROWN CASTLE INTL CORP
2018-11-28
2019-05-10
d
31. ASTRAZENECA PLC SPONS ADR
2018-05-21
2019-05-13
e
6. UNITEDHEALTH GROUP INC COM
2017-07-18
2019-05-15
10. VISA INC CLASS A SHARES
2011-12-19
2019-05-16
33. TAIWAN SEMICONDUCTOR MTG CO ADR
2019-04-18
2019-05-17
2. CROWN CASTLE INTL CORP
2018-10-08
2019-05-20
7. CROWN CASTLE INTL CORP
2018-11-28
2019-05-20
19. LOWES COMPANIES INC
2019-02-07
2019-05-22
6. ALIBABA GROUP HOLDING LTD ADR SEDOL BP41ZD1
2015-11-06
2019-05-23
7. BOEING CO
2014-06-05
2019-05-23
15. TENCENT HOLDINGS LTD UNSPON ADR
2018-11-08
2019-05-23
19. LOWES COMPANIES INC
2019-02-27
2019-05-28
26. TAIWAN SEMICONDUCTOR MTG CO ADR
2019-04-17
2019-05-28
14. LOWES COMPANIES INC
2019-02-13
2019-05-29
29. TAIWAN SEMICONDUCTOR MTG CO ADR
2019-04-17
2019-05-29
48. JGC CORP UBSPONSORED ADR
2011-05-11
2019-06-06
11. MARRIOTT INTERNATIONAL INC CL A
2014-04-04
2019-06-06
64. PARK24 CO LTD-SPN ADR ADR SEDOL BK3NZ99
2016-02-05
2019-06-06
15. ALEXION PHARMACEUTICALS INC
2019-01-18
2019-06-10
64. TENCENT HOLDINGS LTD UNSPON ADR
2017-08-23
2019-06-10
10. TENCENT HOLDINGS LTD UNSPON ADR
2018-11-08
2019-06-10
34. TENCENT HOLDINGS LTD UNSPON ADR
2018-10-11
2019-06-12
5. NETFLIX.COM INC
2018-10-29
2019-06-13
4. NETFLIX.COM INC
2016-04-29
2019-06-13
5. UNITEDHEALTH GROUP INC COM
2017-06-21
2019-06-13
4. CONSTELLATION BRANDS INC CL A
2019-02-07
2019-06-24
23. TOTAL SYSTEMS SERVICES INC MERGED 09/17/2019
2016-04-22
2019-06-27
7. UNITEDHEALTH GROUP INC COM
2017-06-19
2019-07-03
63. BAYERISCHE MOTOREN-SPON ADR SEDOL BD6KTC9
2013-02-12
2019-07-19
15. TEMENOS AG ADR SEDOL B96QTM9
2018-06-01
2019-07-19
2. DBS GROUP HLDGS LTD SPONSORED ADR
2018-10-09
2019-07-22
7. LONZA GROUP AG UNSPON ADR
2018-05-18
2019-07-22
3. NESTLE S A SPONSORED ADR REPSTG REG SH
2006-02-08
2019-07-22
12. PAYPAL HOLDINGS INC-W/I
2019-01-25
2019-07-22
1. UNILEVER PLC W/I SPONSORED ADR
2015-06-23
2019-07-22
7. UNION PAC CORP COM
2019-02-22
2019-07-22
5. ALEXION PHARMACEUTICALS INC
2018-09-26
2019-07-25
12. ALEXION PHARMACEUTICALS INC
2017-07-28
2019-07-25
9. ALEXION PHARMACEUTICALS INC
2018-09-26
2019-07-29
3. ADOBE SYSTEMS INC
2018-10-25
2019-07-30
2. ADOBE SYSTEMS INC
2013-11-05
2019-07-30
19. ALEXION PHARMACEUTICALS INC
2017-07-27
2019-08-01
1. ALEXION PHARMACEUTICALS INC
2018-09-26
2019-08-01
3. ADOBE SYSTEMS INC
2013-10-29
2019-08-02
10. ALEXION PHARMACEUTICALS INC
2018-01-03
2019-08-02
10. ALIBABA GROUP HOLDING LTD ADR SEDOL BP41ZD1
2015-11-06
2019-08-02
14. PAYPAL HOLDINGS INC-W/I
2019-01-25
2019-08-02
30. TENCENT HOLDINGS LTD UNSPON ADR
2018-02-20
2019-08-02
15. TENCENT HOLDINGS LTD UNSPON ADR
2018-10-11
2019-08-02
3. L OREAL CO UNSPONSORED ADR
2008-03-10
2019-08-06
4. SONOVA HLDG AG ADR
2011-03-25
2019-08-06
21. SQUARE INC - A
2018-12-24
2019-08-12
1. SQUARE INC - A
2018-01-09
2019-08-12
92. ASPEN PHARMACARE HL-UNSP ADR ADR SEDOL B3L9ZP6
2016-10-12
2019-08-15
1. CHUGAI PHARMACEUTIC-UNSP ADR SEDOL B39GHN1
2019-03-07
2019-08-16
3. GRIFOLS S A ADR
2015-12-31
2019-08-16
1. HDFC BANK LTD SPON - ADR
2017-06-30
2019-08-16
8. SYMRISE AG UNSPON ADR
2014-06-04
2019-08-16
16. J P MORGAN CHASE & CO COM
2016-11-29
2019-08-19
7. CONSTELLATION BRANDS INC CL A
2019-04-17
2019-09-11
4. INTUIT SOFTWARE
2009-09-10
2019-09-11
24. MICROSOFT CORP
2016-08-08
2019-09-11
18. ADIDAS AG SPONSORED ADR
2019-08-01
2019-09-13
50. ADOBE SYSTEMS INC
2013-10-25
2019-09-13
42. AIRBUS SE ADR
2019-04-09
2019-09-13
101. AIRBUS SE ADR
2019-02-21
2019-09-13
66. ALIBABA GROUP HOLDING LTD ADR SEDOL BP41ZD1
2015-11-06
2019-09-13
13. ALIBABA GROUP HOLDING LTD ADR SEDOL BP41ZD1
2019-04-03
2019-09-13
1. ALPHABET INC/CA-CL C
2019-02-13
2019-09-13
13. ALPHABET INC/CA-CL C
2008-11-25
2019-09-13
13. ALPHABET INC/CA-CL A
2008-11-25
2019-09-13
1. ALPHABET INC/CA-CL A
2019-02-13
2019-09-13
17. AMAZON.COM INC
2008-04-21
2019-09-13
2. AMAZON.COM INC
2019-05-23
2019-09-13
13. AMERICAN TOWER CORP
2019-08-02
2019-09-13
15. AMERICAN TOWER CORP
2018-12-07
2019-09-13
82. APPLE INC
2008-11-25
2019-09-13
189. ASTRAZENECA PLC SPONS ADR
2018-05-15
2019-09-13
60. BIOMARIN PHARMACEUTICAL INC
2013-03-13
2019-09-13
43. BOEING CO
2010-02-19
2019-09-13
26. BROADCOM INC
2017-01-26
2019-09-13
7. CHIPOTLE MEXICAN GRIL CL A
2018-06-08
2019-09-13
2. CHIPOTLE MEXICAN GRIL CL A
2019-04-30
2019-09-13
13. CONSTELLATION BRANDS INC CL A
2019-04-05
2019-09-13
5. CONSTELLATION BRANDS INC CL A
2019-02-07
2019-09-13
44. COSTCO WHSL CORP NEW COM
2007-05-24
2019-09-13
22. CROWN CASTLE INTL CORP
2018-10-08
2019-09-13
21. DANAHER CORP
2019-03-21
2019-09-13
21. DANAHER CORP
2019-02-27
2019-09-13
13. DEXCOM INC
2019-08-16
2019-09-13
59. DISNEY WALT CO
2019-05-15
2019-09-13
30. EDWARDS LIFESCIENCES CORP
2018-10-15
2019-09-13
27. EXACT SCIENCES CORP
2019-05-29
2019-09-13
101. FACEBOOK INC
2012-07-19
2019-09-13
15. FACEBOOK INC
2019-04-25
2019-09-13
12. FLEETCOR TECHNOLOGIES INC
2019-06-06
2019-09-13
26. FLEETCOR TECHNOLOGIES INC
2014-01-22
2019-09-13
14. GUARDANT HEALTH INC
2019-05-28
2019-09-13
6. HOME DEPOT INC COM
2019-08-15
2019-09-13
35. HOME DEPOT INC COM
2015-11-23
2019-09-13
7. ILLUMINA INC COM
2018-10-08
2019-09-13
26. ILLUMINA INC COM
2011-12-01
2019-09-13
6. INTUITIVE SURGICAL INC
2018-10-11
2019-09-13
7. INTUITIVE SURGICAL INC
2018-07-11
2019-09-13
36. J P MORGAN CHASE & CO COM
2016-11-28
2019-09-13
106. KERING S A ADR
2017-10-20
2019-09-13
1. KERING S A ADR
2019-02-12
2019-09-13
23. KERING S A ADR
2019-09-13
2019-09-13
48. LAUDER ESTEE COS INC CL A
2017-07-25
2019-09-13
17. LULULEMON ATHLETICA INC
2019-04-23
2019-09-13
38. LULULEMON ATHLETICA INC
2018-12-12
2019-09-13
42. MARRIOTT INTERNATIONAL INC CL A
2014-03-28
2019-09-13
88. MASTERCARD INC CL A
2009-02-12
2019-09-13
199. MICROSOFT CORP
2015-10-26
2019-09-13
51. NETFLIX.COM INC
2013-06-03
2019-09-13
107. NIKE INC CL B
2018-02-05
2019-09-13
19. NIKE INC CL B
2019-04-24
2019-09-13
23. NIKE INC CL B
2019-01-23
2019-09-13
8. NVIDIA CORP
2018-10-25
2019-09-13
11. NVIDIA CORP
2019-04-24
2019-09-13
47. NVIDIA CORP
2016-01-13
2019-09-13
39. PAYPAL HOLDINGS INC-W/I
2018-10-30
2019-09-13
34. PAYPAL HOLDINGS INC-W/I
2017-08-08
2019-09-13
98. QUALCOMM
2019-04-17
2019-09-13
28. S&P GLOBAL INC
2018-09-17
2019-09-13
165. SAFRAN SA UNSPON ADR
2018-08-22
2019-09-13
60. SAFRAN SA UNSPON ADR
2019-04-08
2019-09-13
21. SAGE THERAPEUTICS INC
2019-02-13
2019-09-13
11. SALESFORCE.COM
2018-10-11
2019-09-13
118. SALESFORCE.COM
2009-06-15
2019-09-13
28. SALESFORCE.COM
2019-06-10
2019-09-13
41. SAP SE SPONSORED ADR
2019-06-26
2019-09-13
23. SERVICE NOW INC
2018-10-19
2019-09-13
7. SERVICE NOW INC
2019-04-30
2019-09-13
6. SHOPIFY INC - A W/I SEDOL BXDZ9Z0
2019-09-12
2019-09-13
51. SPLUNK INC
2012-10-10
2019-09-13
37. SQUARE INC - A
2018-01-05
2019-09-13
29. SQUARE INC - A
2019-06-13
2019-09-13
4. SQUARE INC - A
2019-01-23
2019-09-13
211. TENCENT HOLDINGS LTD UNSPON ADR
2017-12-06
2019-09-13
5. TESLA INC
2018-11-20
2019-09-13
7. TESLA INC
2019-08-09
2019-09-13
21. TESLA INC
2013-11-06
2019-09-13
19. TWILIO INC - A
2019-06-05
2019-09-13
67. UBER TECHNOLOGIES INC
2019-05-10
2019-09-13
43. UNION PAC CORP COM
2018-10-18
2019-09-13
6. UNIVERSAL DISPLAY CORP
2019-07-10
2019-09-13
31. VERTEX PHARMACEUTICALS INC
2017-04-06
2019-09-13
109. VISA INC CLASS A SHARES
2011-12-16
2019-09-13
45. WORKDAY INC CL A
2012-11-30
2019-09-13
27. XILINX INC COM
2019-05-17
2019-09-13
.523 BLACKROCK FUNDS EQUITY DIVIDEND INSTITUTIONAL
2014-12-15
2019-09-19
1121. WISDOMTREE US LARGE CAP DIVIDEND FUND ETF
2016-07-07
2019-09-19
.391 GLOBAL PAYMENTS INC-W/I
2009-09-10
2019-09-24
1. LENDINGCLUB CORPORATION 52603A109
2001-01-01
2019-09-30
6. TAIWAN SEMICONDUCTOR MTG CO ADR
2012-07-31
2019-10-02
11. TAIWAN SEMICONDUCTOR MTG CO ADR
2019-04-17
2019-10-02
137. AIA GROUP LTD SPONSORED ADR
2012-02-10
2019-10-04
20. ADIDAS AG SPONSORED ADR
2018-11-12
2019-10-04
57. AIR LIQUIDE ADR
2006-02-08
2019-10-04
88. ALFA LAVAL AB-UNSPON ADR ADR SEDOL B3F2F06
2016-02-12
2019-10-04
215. ALLIANZ SE SPON ADR
2008-06-24
2019-10-04
31. AMADEUS IT GROUP S A ADR
2019-07-19
2019-10-04
228. AMBEV SA-SPN ADR ADR SEDOL BG804F6
2019-03-27
2019-10-04
345. AMBEV SA-SPN ADR ADR SEDOL BG804F6
2018-08-20
2019-10-04
70. ATLAS COPCO AB SPONSORED ADR NEW REPSTG COM
2019-01-03
2019-10-04
63. ATLAS COPCO AB SPONSORED ADR NEW REPSTG COM
2006-02-08
2019-10-04
26. BAIDU INC
2013-06-20
2019-10-04
26887. BAIRD AGGREGATE BOND FUND FD 72
2007-02-08
2019-10-04
544. BANCO BILBAO VIZCAYA ARGENTARIA S A
2013-02-21
2019-10-04
127. BANCO BILBAO VIZCAYA ARGENTARIA S A
2019-04-17
2019-10-04
2.436 BLACKROCK FUNDS EQUITY DIVIDEND INSTITUTIONAL
2014-12-15
2019-10-04
28565. BLACKROCK CORE BOND PORTFOLIO CL INSTL FUND 332
2007-02-08
2019-10-04
38. CANADIAN NATL RAILWAY CO SEDOL 2210959
2011-02-01
2019-10-04
57. CHINA MOBILE HK LTD SPON ADR
2019-03-28
2019-10-04
17. CHUGAI PHARMACEUTIC-UNSP ADR SEDOL B39GHN1
2019-03-07
2019-10-04
53. DBS GROUP HLDGS LTD SPONSORED ADR
2007-12-11
2019-10-04
6. DBS GROUP HLDGS LTD SPONSORED ADR
2018-10-09
2019-10-04
18. DASSAULT SYSTEMS SA SPON ADR
2007-04-02
2019-10-04
32. DENTSU GROUP INC ADR SEDOL B2RB0M1
2019-01-23
2019-10-04
14. DENTSU GROUP INC ADR SEDOL B2RB0M1
2019-07-22
2019-10-04
19. DIAGEO P L C SPNSRD ADR NEW
2019-03-06
2019-10-04
169. EPIROC AKTIEBOLAG-UNSP ADR ADR SEDOL BD0F6S5
2019-01-03
2019-10-04
84. FANUC CORP ADR
2009-04-30
2019-10-04
17. FOMENTO ECONOMICO MEXICANO SAB DE CV SPONSORED ADR
2018-12-13
2019-10-04
11. FOMENTO ECONOMICO MEXICANO SAB DE CV SPONSORED ADR
2019-04-17
2019-10-04
155. FUCHS PETROLUB SE-PREF ADR ADR SEDOL B70BT82
2014-02-28
2019-10-04
72. GRIFOLS S A ADR
2015-12-31
2019-10-04
34. HDFC BANK LTD SPON - ADR
2017-06-30
2019-10-04
44. HSBC HLDGS PLC SPONSORED ADR NEW
2016-12-13
2019-10-04
216. ICICI BANK LTD SPON ADR
2016-12-14
2019-10-04
83. INFINEON TECHNOLOGIES ADR
2019-01-03
2019-10-04
73. INFINEON TECHNOLOGIES ADR
2019-07-19
2019-10-04
107. INFINEON TECHNOLOGIES ADR
2017-06-06
2019-10-04
213. ITAU UNIBANCO BANCO HOLDING SPONSERED ADR
2010-05-27
2019-10-04
57. KOMATSU LTD SPON ADR
2018-11-13
2019-10-04
19. KUBOTA CORP SPON ADR
2016-05-26
2019-10-04
14. KUBOTA CORP SPON ADR
2019-01-23
2019-10-04
81. L OREAL CO UNSPONSORED ADR
2006-02-08
2019-10-04
102. LONZA GROUP AG UNSPON ADR
2018-05-18
2019-10-04
31. NASPERS LTD ADR
2016-02-10
2019-10-04
66. NESTLE S A SPONSORED ADR REPSTG REG SH
2006-02-08
2019-10-04
32. NOVOZYMES A/S UNSPONSORED ADR
2018-03-27
2019-10-04
23. LUKOIL PJSC-SPON ADR ADR SEDOL BYZF386
2019-03-27
2019-10-04
8. LUKOIL PJSC-SPON ADR ADR SEDOL BYZF386
2019-07-19
2019-10-04
129. PING AN INSURANCE (GROUP) CO OF CHINA
2019-03-28
2019-10-04
31. PROSUS NV -SPON ADR SEDOL BKT6LC7
2019-09-18
2019-10-04
28. RIO TINTO PLC
2019-04-17
2019-10-04
154. ROCHE HOLDINGS LTD ADR
2006-02-08
2019-10-04
17. ROCHE HOLDINGS LTD ADR
2019-08-15
2019-10-04
28. ROCHE HOLDINGS LTD ADR
2019-02-01
2019-10-04
3629. T ROWE PRICE SHORTTERM BD FD INC
2009-02-11
2019-10-04
40. ROYAL DUTCH SHELL PLC ADR B
2016-02-25
2019-10-04
8. SAP SE SPONSORED ADR
2019-04-17
2019-10-04
45. SAP SE SPONSORED ADR
2006-02-08
2019-10-04
44. SASOL LTD SPONSORED ADR
2006-02-08
2019-10-04
40. SCHLUMBERGER LTD COM
2008-02-13
2019-10-04
18. SCHLUMBERGER LTD COM
2019-07-19
2019-10-04
65. SGS S.A. UNSPONSORED ADR
2019-04-17
2019-10-04
55. SONOVA HLDG AG ADR
2011-03-25
2019-10-04
101. SYMRISE AG UNSPON ADR
2014-06-04
2019-10-04
65. SYSMEX CORP UNSPONSORED ADR
2012-05-17
2019-10-04
156. TAIWAN SEMICONDUCTOR MTG CO ADR
2006-02-08
2019-10-04
40. TENCENT HOLDINGS LTD UNSPON ADR
2019-02-01
2019-10-04
243. UNI CHARM CORP SPON ADR
2019-03-06
2019-10-04
50. UNILEVER PLC W/I SPONSORED ADR
2006-02-08
2019-10-04
1681. VANGUARD INFLATION PROTECTED SECURITIES FUND ADMIRAL SHS
2018-05-18
2019-10-04
1728. WESTERN ASSET INTERMEDIATE BOND FUND CLASS I FD 224
2009-02-13
2019-10-04
17. LINDE PLC SEDOL BZ12WP8
2018-12-13
2019-10-04
40. CHECK POINT SOFTWARE COM
2016-09-12
2019-10-04
6. CHECK POINT SOFTWARE COM
2019-01-03
2019-10-04
52. YANDEX INV A ISIN NL0009805522 SEDOL B5BSZB3
2018-10-25
2019-10-04
10. GLOBAL PAYMENTS INC-W/I
2016-04-22
2019-11-13
.011 MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND CLASS I
2014-12-10
2019-11-19
1. ACTIVISION BLIZZARD INC
2012-03-28
2019-11-21
1. AGILENT TECHNOLOGIES (IPO)
2016-12-08
2019-11-21
1. AKAMAI TECHNOLOGIES
2009-09-10
2019-11-21
2. AMERICOLD REALTY TRUST
2019-06-06
2019-11-21
1. ANSYS INC
2009-09-10
2019-11-21
1. APPLIED MATERIALS INC
2019-02-08
2019-11-21
1. BIO RAD LABORATORIES INC CLASS A
2009-09-10
2019-11-21
2. BLACK KNIGHT INC-WHEN ISSUED
2016-09-19
2019-11-21
1. D R HORTON INC
2011-04-04
2019-11-21
1. DENTSPLY SIRONA INC
2015-03-02
2019-11-21
1. INTERCONTINENTAL EXCHANGE INC
2009-09-10
2019-11-21
1. KEYSIGHT TECHNOLOGIES IN-W/I
2016-12-15
2019-11-21
2. REPUBLIC SVCS INC
2009-09-10
2019-11-21
1. SCOTTS CO CL A COM
2009-09-10
2019-11-21
1. STIFEL FINL CORP
2013-11-07
2019-11-21
1. SYNOPSYS INC
2012-11-14
2019-11-21
1. TJX COS INC NEW COM
2009-09-10
2019-11-21
2. WEC ENERGY GROUP INC
2018-01-10
2019-11-21
1. WOODWARD GOVERNOR COMPANY
2017-11-29
2019-11-21
1. RENAISSANCE HOLDINGS LTD ISIN BMG7496G1033 SEDOL 2728429
2013-10-24
2019-11-21
16. AMERICAN TOWER CORP
2009-09-10
2020-01-06
30. ACTIVISION BLIZZARD INC
2012-03-28
2020-02-04
37. AGILENT TECHNOLOGIES (IPO)
2010-02-23
2020-02-04
53. AIR LEASE CORP
2018-06-22
2020-02-04
35. AKAMAI TECHNOLOGIES
2009-09-10
2020-02-04
25. ALBEMARLE CORP
2018-08-17
2020-02-04
86. ALLEGHENY TECHNOLOGIES INC
2013-01-14
2020-02-04
99. AMERICOLD REALTY TRUST
2019-06-06
2020-02-04
23. AMERISOURCEBERGEN CORP
2013-03-08
2020-02-04
17. ANSYS INC
2009-09-10
2020-02-04
45. APERGY CORP
2014-07-29
2020-02-04
68. APPLIED MATERIALS INC
2019-02-08
2020-02-04
24. ARROW ELECTRONICS INC
2017-08-07
2020-02-04
26. AUTODESK INC
2009-09-10
2020-02-04
7. BIO RAD LABORATORIES INC CLASS A
2009-09-10
2020-02-04
45. BLACK KNIGHT INC-WHEN ISSUED
2016-08-23
2020-02-04
45. BORG WARNER INC.
2009-09-10
2020-02-04
11. BOSTON PPTYS INC REIT
2009-09-10
2020-02-04
75. CBRE GROUP INC
2012-03-15
2020-02-04
40. CSX CORP COM
2009-09-10
2020-02-04
20. CABOT CORP
2013-10-08
2020-02-04
21. CIMAREX ENERGY CO
2016-04-11
2020-02-04
56. CONTINENTAL RESOURCES INC/OK
2016-04-11
2020-02-04
16. CUMMINS INC
2009-09-10
2020-02-04
79. D R HORTON INC
2011-04-04
2020-02-04
24. DARDEN RESTAURANTS INC W I
2009-09-10
2020-02-04
29. DENTSPLY SIRONA INC
2015-03-02
2020-02-04
24. DOVER CORP COM
2014-07-29
2020-02-04
28. EASTMAN CHEM CO
2009-09-10
2020-02-04
44. EATON VANCE CORP COM NON VTG
2009-09-10
2020-02-04
31. GATX CORP
2009-09-10
2020-02-04
13. GENERAL DYNAMICS CORP
2009-09-10
2020-02-04
40. GLOBAL PAYMENTS INC-W/I
2009-09-10
2020-02-04
46. HOULIHAN LOKEY INC
2018-06-19
2020-02-04
53. INTERCONTINENTAL EXCHANGE INC
2009-09-10
2020-02-04
11. INTUIT SOFTWARE
2009-09-10
2020-02-04
122. KEYCORP NEW
2012-01-26
2020-02-04
50. KEYSIGHT TECHNOLOGIES IN-W/I
2010-02-23
2020-02-04
13. LABORATORY CORP OF AMERICA HLDG
2015-02-20
2020-02-04
75. MASCO CORP COM
2013-10-21
2020-02-04
21. PACKAGING CORP OF AMERICA COM
2015-09-02
2020-02-04
50. PROGRESSIVE CORP OHIO
2010-05-18
2020-02-04
36. RAYMOND JAMES FINANCIAL INC
2009-09-10
2020-02-04
19. REINSURANCE GROUP OF AMERICA
2009-12-14
2020-02-04
54. REPUBLIC SVCS INC
2009-09-10
2020-02-04
15. SBA COMMUNICATIONS CORP
2020-01-07
2020-02-04
19. SCOTTS CO CL A COM
2009-09-10
2020-02-04
52. SEALED AIR CORP
2012-11-06
2020-02-04
39. SKYWORKS SOLUTIONS INC COM
2019-11-20
2020-02-04
19. SNAP-ON INC COM
2009-09-10
2020-02-04
20. STERICYCLE INC
2019-09-11
2020-02-04
35. STERICYCLE INC
2018-07-20
2020-02-04
34. STIFEL FINL CORP
2013-11-07
2020-02-04
31. SYNOPSYS INC
2012-11-14
2020-02-04
31. SYNEOS HEALTH INC
2018-02-09
2020-02-04
13. SYNEOS HEALTH INC
2019-05-17
2020-02-04
75. TJX COS INC NEW COM
2009-09-10
2020-02-04
35. WEC ENERGY GROUP INC
2015-06-30
2020-02-04
32. WOODWARD GOVERNOR COMPANY
2016-01-07
2020-02-04
39. XILINX INC COM
2010-02-17
2020-02-04
13. RENAISSANCE HOLDINGS LTD ISIN BMG7496G1033 SEDOL 2728429
2013-10-24
2020-02-04
70. SENSATA TECHNOLOGIES HOLDING SEDOL BFMBMT8
2019-07-31
2020-02-04
383.766 CAMBIAR INTL EQUITY FUND-INS
2019-04-12
2020-02-10
1617.23 BLACKROCK TOTAL RETURN-I
2019-10-04
2020-02-10
825.128 DOUBLELINE FLEXIBLE INC-I
2019-10-04
2020-02-10
180.232 SEAFARER OVERSEAS GROWTH & INCOME INSTL CLASS
2019-04-12
2020-02-10
643.841 HARBOR FD VALUE FUND
2019-04-12
2020-02-10
2130.793 WCM FOCUSED INTL GROWTH-INS
2019-10-04
2020-02-10
45. ISHARES TR MSCI EAFE IDX
2019-04-12
2020-02-10
187. ISHARES TR MSCI EAFE IDX
2009-02-11
2020-02-10
225. ISHARES TR RUSSELL MIDCAP VALUE INDEX FD
2019-04-12
2020-02-10
966. ISHARES TR RUSSELL MIDCAP VALUE INDEX FD
2009-08-28
2020-02-10
645. IWP ISHARES RUSSELL MIDCAP GRWTH FD
2009-08-28
2020-02-10
1006. ISHARES TR RUSSELL 2000
2001-10-30
2020-02-10
1374. ISHARES EDGE MSCI MIN VOL USA ETF
2016-06-29
2020-02-10
344.192 JENSEN QUALITY GROWTH-Y
2019-09-19
2020-02-10
1850.843 LAZARD GLOBAL LISTED INFRASTRUCTURE PORTFOLIO
2019-10-04
2020-02-10
762.765 MFS EMERGING MKTS DEBT FD-R6
2019-10-04
2020-02-10
3598.198 PGIM HIGH YIELD FUND CLASS R6
2019-10-04
2020-02-10
394.886 TOUCHSTONE SANDS EM GR-INST FUND 565
2019-04-12
2020-02-10
1310.846 WESTERN ASSET CORE PLUS BOND FD CLASS I FD 287
2019-10-04
2020-02-10
CAPITAL GAIN DIVIDENDS
P
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a
1,978
125
1,853
b
1,731
1,444
287
c
1,126
1,005
121
d
1,154
1,142
12
e
1,422
1,122
300
1,651
247
1,404
1,336
1,494
-158
246
221
25
862
782
80
1,886
1,879
7
941
498
443
2,433
991
1,442
624
556
68
1,780
2,052
-272
985
1,169
-184
1,304
1,437
-133
1,089
1,285
-196
1,242
2,622
-1,380
1,399
615
784
1,343
1,754
-411
1,767
1,758
9
2,806
2,709
97
438
370
68
1,453
1,234
219
1,708
1,435
273
1,366
356
1,010
1,223
923
300
728
698
30
2,951
1,168
1,783
1,716
1,272
444
1,562
2,058
-496
2,620
2,229
391
156
147
9
243
187
56
314
87
227
1,420
1,127
293
63
45
18
1,209
1,191
18
593
643
-50
1,423
1,673
-250
1,006
1,227
-221
911
747
164
607
110
497
2,208
2,461
-253
116
136
-20
871
165
706
1,111
1,237
-126
1,617
830
787
1,486
1,306
180
1,343
1,721
-378
671
534
137
154
71
83
182
79
103
1,301
1,082
219
62
41
21
403
2,038
-1,635
142
140
2
66
49
17
110
86
24
179
107
72
1,736
1,285
451
1,450
1,347
103
1,074
112
962
3,253
2,063
1,190
2,715
2,893
-178
13,918
2,712
11,206
1,453
1,409
44
3,494
3,242
252
11,830
4,925
6,905
2,330
2,328
2
1,232
1,133
99
16,016
5,880
10,136
16,019
5,944
10,075
1,232
1,141
91
31,242
801
30,441
3,675
3,656
19
2,786
2,805
-19
3,214
2,515
699
17,860
3,464
14,396
8,093
7,039
1,054
4,407
4,583
-176
16,335
5,582
10,753
7,598
5,839
1,759
5,565
3,127
2,438
1,590
1,345
245
2,654
2,483
171
1,021
872
149
12,790
4,689
8,101
3,007
2,433
574
2,961
2,765
196
2,961
2,665
296
1,876
2,195
-319
8,121
7,965
156
6,562
4,617
1,945
2,911
2,801
110
18,930
3,848
15,082
2,811
2,997
-186
3,507
3,156
351
7,598
3,562
4,036
1,081
1,101
-20
1,402
1,207
195
8,177
4,624
3,553
2,102
2,262
-160
7,806
2,203
5,603
3,148
3,091
57
3,673
3,611
62
4,329
3,697
632
5,476
4,736
740
52
53
-1
1,188
1,203
-15
9,403
4,852
4,551
3,346
3,000
346
7,479
4,825
2,654
5,636
2,325
3,311
24,370
1,365
23,005
27,309
10,988
16,321
15,056
1,689
13,367
9,441
7,552
1,889
1,676
1,678
-2
2,029
1,860
169
1,457
1,560
-103
2,003
2,099
-96
8,559
4,850
3,709
4,133
3,376
757
3,603
2,003
1,600
7,693
7,974
-281
7,023
5,879
1,144
6,539
5,439
1,100
2,378
2,083
295
3,368
3,203
165
1,694
1,547
147
18,174
3,611
14,563
4,312
4,369
-57
4,876
5,630
-754
5,811
4,405
1,406
1,769
1,896
-127
2,068
2,135
-67
5,825
1,672
4,153
2,163
1,511
652
1,696
2,091
-395
234
277
-43
9,381
10,779
-1,398
1,228
1,744
-516
1,720
1,652
68
5,159
4,739
420
2,110
2,668
-558
2,208
2,929
-721
7,369
6,644
725
1,106
1,165
-59
5,418
4,097
1,321
19,268
2,671
16,597
7,630
2,741
4,889
2,860
2,847
13
11
13
-2
111,851
84,591
27,260
63
8
55
5
5
279
84
195
511
486
25
5,107
1,862
3,245
2,976
2,276
700
1,581
669
912
1,680
1,375
305
4,848
3,824
1,024
2,156
2,504
-348
1,050
970
80
1,589
1,692
-103
2,086
1,599
487
1,877
761
1,116
2,721
4,442
-1,721
304,899
284,734
20,165
2,682
4,169
-1,487
626
820
-194
48
59
-11
285,364
271,671
13,693
3,227
1,310
1,917
2,367
2,929
-562
2,580
2,372
208
3,776
2,810
966
427
442
-15
2,592
488
2,104
1,113
1,530
-417
487
477
10
3,080
2,989
91
1,820
1,624
196
1,506
604
902
1,573
1,443
130
1,018
1,068
-50
1,367
1,875
-508
1,431
1,171
260
1,864
1,468
396
1,625
1,851
-226
2,494
1,520
974
1,457
1,574
-117
1,282
1,372
-90
1,879
2,620
-741
1,713
1,584
129
1,271
1,526
-255
1,382
1,411
-29
1,018
1,098
-80
4,371
1,324
3,047
3,345
2,722
623
925
694
231
7,094
1,922
5,172
1,326
1,664
-338
1,892
2,071
-179
658
661
-3
2,964
2,831
133
442
496
-54
1,392
1,682
-290
5,539
3,611
1,928
611
588
23
1,007
927
80
17,238
16,875
363
2,294
1,778
516
923
900
23
5,190
2,251
2,939
743
1,671
-928
1,270
3,049
-1,779
572
688
-116
1,555
1,701
-146
2,526
925
1,601
2,383
1,354
1,029
2,094
615
1,479
7,329
1,632
5,697
1,651
1,775
-124
1,507
1,587
-80
2,967
1,403
1,564
44,160
42,176
1,984
19,457
16,288
3,169
3,160
2,694
466
4,381
3,453
928
657
620
37
1,828
1,399
429
1,728
627
1,101
54
13
41
78
45
33
87
18
69
74
63
11
245
37
208
57
40
17
358
93
265
122
82
40
54
11
43
57
53
4
94
17
77
106
37
69
173
53
120
104
43
61
61
42
19
139
32
107
59
9
50
176
127
49
111
77
34
185
91
94
3,659
548
3,111
1,775
366
1,409
3,094
1,121
1,973
2,357
2,259
98
3,328
625
2,703
2,267
2,373
-106
1,711
1,936
-225
3,435
3,114
321
2,024
1,110
914
4,911
621
4,290
1,183
1,436
-253
4,298
2,701
1,597
1,843
1,904
-61
5,269
610
4,659
2,534
649
1,885
3,095
1,796
1,299
1,554
1,025
529
1,598
685
913
4,772
1,546
3,226
3,106
641
2,465
855
848
7
890
2,327
-1,437
1,490
1,981
-491
2,618
747
1,871
4,572
907
3,665
2,796
739
2,057
1,644
1,546
98
2,811
1,601
1,210
2,050
722
1,328
2,127
1,188
939
2,422
900
1,522
2,338
806
1,532
8,130
1,077
7,053
2,566
2,385
181
5,159
927
4,232
3,212
308
2,904
2,373
965
1,408
4,751
1,614
3,137
2,365
1,523
842
3,678
1,295
2,383
2,089
1,366
723
4,057
1,033
3,024
3,400
824
2,576
2,852
903
1,949
5,224
1,432
3,792
3,806
3,561
245
2,344
817
1,527
1,898
876
1,022
4,602
3,754
848
3,086
700
2,386
1,278
1,003
275
2,237
2,396
-159
2,288
1,411
877
4,800
977
3,823
1,954
1,055
899
819
547
272
4,601
680
3,921
3,507
1,716
1,791
3,714
1,696
2,018
3,357
974
2,383
2,527
1,184
1,343
3,403
3,310
93
10,047
9,989
58
19,617
19,471
146
8,078
8,004
74
2,179
2,100
79
11,499
9,864
1,635
41,380
36,543
4,837
3,106
2,988
118
12,907
7,227
5,680
21,375
20,069
1,306
91,769
32,840
58,929
101,964
26,355
75,609
165,918
74,164
91,754
94,160
62,323
31,837
18,163
17,771
392
30,724
27,874
2,850
11,533
11,228
305
19,970
19,682
288
5,868
5,335
533
15,953
16,019
-66
11,828
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
1,853
b
287
c
121
d
12
e
300
1,404
-158
25
80
7
443
1,442
68
-272
-184
-133
-196
-1,380
784
-411
9
97
68
219
273
1,010
300
30
1,783
444
-496
391
9
56
227
293
18
18
-50
-250
-221
164
497
-253
-20
706
-126
787
180
-378
137
83
103
219
21
-1,635
2
17
24
72
451
103
962
1,190
-178
11,206
44
252
6,905
2
99
10,136
10,075
91
30,441
19
-19
699
14,396
1,054
-176
10,753
1,759
2,438
245
171
149
8,101
574
196
296
-319
156
1,945
110
15,082
-186
351
4,036
-20
195
3,553
-160
5,603
57
62
632
740
-1
-15
4,551
346
2,654
3,311
23,005
16,321
13,367
1,889
-2
169
-103
-96
3,709
757
1,600
-281
1,144
1,100
295
165
147
14,563
-57
-754
1,406
-127
-67
4,153
652
-395
-43
-1,398
-516
68
420
-558
-721
725
-59
1,321
16,597
4,889
13
-2
27,260
55
195
25
3,245
700
912
305
1,024
-348
80
-103
487
1,116
-1,721
20,165
-1,487
-194
-11
13,693
1,917
-562
208
966
-15
2,104
-417
10
91
196
902
130
-50
-508
260
396
-226
974
-117
-90
-741
129
-255
-29
-80
3,047
623
231
5,172
-338
-179
-3
133
-54
-290
1,928
23
80
363
516
23
2,939
-928
-1,779
-116
-146
1,601
1,029
1,479
5,697
-124
-80
1,564
1,984
3,169
466
928
37
429
1,101
41
33
69
11
208
17
265
40
43
4
77
69
120
61
19
107
50
49
34
94
3,111
1,409
1,973
98
2,703
-106
-225
321
914
4,290
-253
1,597
-61
4,659
1,885
1,299
529
913
3,226
2,465
7
-1,437
-491
1,871
3,665
2,057
98
1,210
1,328
939
1,522
1,532
7,053
181
4,232
2,904
1,408
3,137
842
2,383
723
3,024
2,576
1,949
3,792
245
1,527
1,022
848
2,386
275
-159
877
3,823
899
272
3,921
1,791
2,018
2,383
1,343
93
58
146
74
79
1,635
4,837
118
5,680
1,306
58,929
75,609
91,754
31,837
392
2,850
305
288
533
-66
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
758,868
3
Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8
...................
3
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)
If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
Yes
No
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1
Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2018
144,551
2,726,677
0.053014
2017
128,333
2,757,117
0.046546
2016
120,350
2,539,330
0.047394
2015
134,512
2,545,597
0.052841
2014
133,255
2,690,136
0.049535
2
Total
of line 1, column (d)
.....................
2
0.24933
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
0.049866
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
2,712,440
5
Multiply line 4 by line 3
......................
5
135,259
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
7,924
7
Add lines 5 and 6
........................
7
143,183
8
Enter qualifying distributions from Part XII, line 4
,.............
8
137,266
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a
Exempt operating foundations described in section 4940(d)(2), check here
and enter “N/A" on line 1.
Date of ruling or determination letter:
(attach copy of letter if necessary–see instructions)
b
Domestic foundations that meet the section 4940(e) requirements in Part V, check
1
15,849
here
and enter 1% of Part I, line 27b
...................
c
All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2
Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
2
0
3
Add lines 1 and 2
...........................
3
15,849
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
15,849
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
1,545
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
1,545
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
0
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
14,304
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
0
Refunded
11
0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign?
....................
1a
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition)
.................................
1b
No
If the answer is "Yes" to
1a
or
1b,
attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file
Form 1120-POL
for this year?
.....................
1c
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1)
On the foundation.
$
(2)
On foundation managers.
$
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?
.......
2
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments?
If "Yes," attach a conformed copy of the changes
....
3
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?
........
4a
No
b
If "Yes," has it filed a tax return on
Form 990-T
for this year?
...................
4b
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?
.........
5
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
By language in the governing instrument, or
By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument?
................
6
Yes
7
Did the foundation have at least $5,000 in assets at any time during the year?
If "Yes," complete Part II, col. (c),
and Part XV.
.................................
7
Yes
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
DC
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
No
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2019 or the taxable year beginning in 2019? See the instructions for Part XIV.
If "Yes," complete Part XIV
.............................
9
No
10
Did any persons become substantial contributors during the tax year?
If "Yes," attach a schedule listing their names
and addresses.
...............................
10
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
5
Part VII-A
Statements Regarding Activities
(continued)
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions
.............
11
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions
.................
12
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
Website address
SEE FOOTNOTE
14
The books are in care of
PNC BANK N A
Telephone no.
(412) 768-5898
Located at
116 ALLEGHENY CENTER MALL
PITTSBURGH
PA
ZIP+4
15212
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over
Yes
No
a bank, securities, or other financial account in a foreign country?
.................
16
No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1)
Engage in the sale or exchange, or leasing of property with a disqualified person?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(5)
Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)?
...............
Yes
No
(6)
Agree to pay money or property to a government official? (
Exception.
Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.)
.......
Yes
No
b
If any answer is "Yes" to 1a(1)–(6), did
any
of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions
........
1b
No
Organizations relying on a current notice regarding disaster assistance check here
........
c
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2019?
.............
1c
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2019, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2019?
.............
Yes
No
If "Yes," list the years
20
,
20
,
20
,
20
b
Are there any years listed in 2a for which the foundation is
not
applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to
all
years listed, answer "No" and attach statement—see instructions.)
..............
2b
c
If the provisions of section 4942(a)(2) are being applied to
any
of the years listed in 2a, list the years here.
20
,
20
,
20
,
20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2019 as a result of
(1)
any purchase by the foundation
or disqualified persons after May 26, 1969;
(2)
the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or
(3)
the lapse of the 10-, 15-, or 20-year first phase holding period?
(Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2019.)
..................
3b
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2019?
4b
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
6
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
(continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1)
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
b
If any answer is "Yes" to 5a(1)–(5), did
any
of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions
......
5b
Organizations relying on a current notice regarding disaster assistance check here
.........
c
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant?
..........
Yes
No
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract?
.....................
Yes
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?
....
6b
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
Yes
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction?
....
7b
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year?
.................
Yes
No
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1
List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a)
Name and address
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(If not paid, enter
-0-)
(d)
Contributions to employee benefit plans and deferred compensation
(e)
Expense account,
other allowances
PNC BANK N A
TRUSTEE
7
33,846
116 ALLEGHENY CENTER MALL
PITTSBURGH
,
PA
15212
2
Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a)
Name and address of each employee paid more than $50,000
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(d)
Contributions to
employee benefit
plans and deferred
compensation
(e)
Expense account,
other allowances
NONE
Total
number of other employees paid over $50,000
...................
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
7
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
(continued)
3
Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a)
Name and address of each person paid more than $50,000
(b)
Type of service
(c)
Compensation
NONE
Total
number of others receiving over $50,000 for professional services
.............
0
Part IX-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.
Expenses
1
2
3
4
Part IX-B
Summary of Program-Related Investments
(see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.
Amount
1
2
All other program-related investments. See instructions.
3
Total.
Add lines 1 through 3
.........................
Form
990-PF
(2019)
Form 990-PF (2019)
Page
8
Part X
Minimum Investment Return
(All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities
...................
1a
2,753,746
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
2,753,746
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
2,753,746
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
41,306
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
2,712,440
6
Minimum investment return.
Enter 5% of line 5
..................
6
135,622
Part XI
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part X, line 6
....................
1
135,622
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
15,849
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
15,849
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
119,773
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
119,773
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
119,773
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
137,266
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
137,266
5
Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
income. Enter 1% of Part I, line 27b. See instructions
.................
5
0
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
137,266
Note:
The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
the section 4940(e) reduction of tax in those years.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
9
Part XIII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2018
(c)
2018
(d)
2019
1
Distributable amount for 2019 from Part XI, line 7
119,773
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
120,997
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
0
b
From 2015
......
0
c
From 2016
......
0
d
From 2017
......
0
e
From 2018
......
0
f
Total
of lines 3a through e
........
0
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
137,266
a
Applied to 2018, but not more than line 2a
120,997
b
Applied to undistributed income of prior years
(Election required—see instructions)
.....
0
c
Treated as distributions out of corpus (Election
required—see instructions)
........
0
d
Applied to 2019 distributable amount
.....
16,269
e
Remaining amount distributed out of corpus
0
5
Excess distributions carryover applied to 2019.
0
0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
0
b
Prior years’ undistributed income. Subtract
line 4b from line 2b
..........
0
c
Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed
......
0
d
Subtract line 6c from line 6b. Taxable amount
—see instructions
...........
0
e
Undistributed income for 2018. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
f
Undistributed income for 2019. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2020
..........
103,504
7
Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions)
.......
0
8
Excess distributions carryover from 2014 not
applied on line 5 or line 7 (see instructions)
...
0
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
0
10
Analysis of line 9:
a
Excess from 2015
....
0
b
Excess from 2016
....
0
c
Excess from 2017
....
0
d
Excess from 2018
....
0
e
Excess from 2019
....
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
10
Part XIV
Private Operating Foundations
(see instructions and Part VII-A, question 9)
1a
If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2019, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
2a
Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part X for each
year listed
..........
Tax year
Prior 3 years
(e) Total
(a)
2019
(b)
2018
(c)
2017
(d)
2016
b
85% of line 2a
.........
c
Qualifying distributions from Part XII,
line 4 for each year listed
.....
d
Amounts included in line 2c not used directly
for active conduct of exempt activities
..........
e
Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c
....
3
Complete 3a, b, or c for the
alternative test relied upon:
a
“Assets" alternative test—enter:
(1)
Value of all assets
......
(2)
Value of assets qualifying
under section 4942(j)(3)(B)(i)
b
“Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part X, line 6 for each year listed
...
c
“Support" alternative test—enter:
(1)
Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties)
....
(2)
Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)
....
(3)
Largest amount of support
from an exempt organization
(4)
Gross investment income
Part XV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1
Information Regarding Foundation Managers:
a
List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
b
List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
PNC Bank Charitable Grant Committee
The Tower at PNC Plaza 300 5th Ave
Pittsburgh
,
PA
15222
(412) 762-5157
www.goodetrust.org
b
The form in which applications should be submitted and information and materials they should include:
Please reference the name of the trust in all communications
c
Any submission deadlines:
see website: www.pncsites.com/pncfoundation/charitable_trusts.html for specific information.
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
see website: www.pncsites.com/pncfoundation/charitable_trusts.html for specific information.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
11
Part XV
Supplementary Information
(continued)
3
Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient
If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
a
Paid during the year
TWO BY TWO RESCUE
PO BOX 708
HELENA
,
AL
35080
NONE
PC
BEST DOG EVER!
10,000
THE RAPTOR TRUST
1390 WHITE BRIDGE ROAD
MILLINGTON
,
NJ
07946
NONE
PC
REHABILITATION CARE PROGRAM
11,000
THE HUMANE SOCIETY VETERINARY
MEDICAL ASSOCIATION INC
231 G STREET SUITE 22
DAVIS
,
CA
95616
NONE
PC
STREET DOG MEDICINE
12,500
PAWS ANIMAL ADOPTION CENTER
123 JOHN STREET
CAMDEN
,
ME
04843
NONE
PC
PAWS CARES
5,000
BEAVER COUNTY HUMANE SOCIETY
3394 BRODHEAD ROAD
ALIQUIPPA
,
PA
15001
NONE
PC
HUMANE INVESTIGATIONS
3,000
KEYSTONE HUMAN SERVICES
INTERNATIONAL
4391 STURBRIDGE DRIVE
HARRISBURG
,
PA
17110
NONE
PC
VET CARE FOR SERVICE DOGS
10,000
AHIMSA HOUSE
2088 IDLEWOOD ROAD
TUCKER
,
GA
30085
NONE
PC
VETERINARY EXPENSES
8,000
FRANKLIN COUNTY HUMANE SOCIETY
OF MISSOURI
PO BOX 400
UNION
,
MO
63084
NONE
PC
TNR PROGRAM
3,500
CHARLESTON ANIMAL SOCIETY
2455 REMOUNT ROAD
N CHARLESTON
,
SC
29406
NONE
PC
PETS FOR LIFE OUTREACH
10,000
ST FRANCIS SOCIETY INC
PO BOX 261614
TAMPA
,
FL
33685
NONE
PC
FEREL CAT EXPANSION PROGRAM
2,750
OPERATION CATNIP OF GAINESVILLE INC
4111-C N W 6TH STREET
GAINESVILLE
,
FL
32609
NONE
PC
COMMUNITY CAT OUTREACH
10,000
HOUSTON SOCIETY FOR THE PREVENTION
OF CRUELTY TO ANIMALS
7007 OLD KATY ROAD
HOUSTON
,
TX
77024
NONE
PC
HUMANE EDUCATION
3,000
JUNGLE FRIENDS PRIMATE
SANCTUARY INC
13915 N STATE ROAD 121
GAINESVILLE
,
FL
32653
NONE
PC
HABITAT CONTRUCTION
10,247
FRIENDS OF THE SHELTER
870 KOOTENAI CUT OFF ROAD
PONDERAY
,
ID
83852
NONE
PC
TECHNOLOGY GRANT
7,000
STRAY CAT ALLIANCE
PO BOX 661277
LOS ANGELES
,
CA
90066
NONE
PC
EQUIPMENT KITTY LCU
15,000
Total
.................................
3a
120,997
b
Approved for future payment
Total
.................................
3b
Form
990-PF
(2019)
Form 990-PF (2019)
Page
12
Part XVI-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated.
Unrelated business income
Excluded by section 512, 513, or 514
(e)
Related or exempt
function income
(See instructions.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
4
Dividends and interest from securities
....
14
65,403
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not debt-financed property
.....
6
Net rental income or (loss) from personal property
7
Other investment income
.....
8
Gain or (loss) from sales of assets other than
inventory
............
18
758,868
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
ROCHE HOLDINGS LTD
14
39
b
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
824,310
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
824,310
(See worksheet in line 13 instructions to verify calculations.)
Part XVI-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form
990-PF
(2019)
Form 990-PF (2019)
Page
13
Part XVII
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1)
Cash
...................................
1a(1)
No
(2)
Other assets
.................................
1a(2)
No
b
Other transactions:
(1)
Sales of assets to a noncharitable exempt organization
....................
1b(1)
No
(2)
Purchases of assets from a noncharitable exempt organization
..................
1b(2)
No
(3)
Rental of facilities, equipment, or other assets
.......................
1b(3)
No
(4)
Reimbursement arrangements
...........................
1b(4)
No
(5)
Loans or loan guarantees
.............................
1b(5)
No
(6)
Performance of services or membership or fundraising solicitations
................
1b(6)
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees
..............
1c
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column
(b)
should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column
(d)
the value of the goods, other assets, or services received.
(a)
Line No.
(b)
Amount involved
(c)
Name of noncharitable exempt organization
(d)
Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527?
...........
Yes
No
b
If "Yes," complete the following schedule.
(a)
Name of organization
(b)
Type of organization
(c)
Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
May the IRS discuss this return
with the preparer shown below
(see instr.)
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's Signature
Date
Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-PF
(2019)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description