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TIN:
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0052
20
19
Open to Public Inspection
For calendar year 2019, or tax year beginning
01-01-2019
, and ending
12-31-2019
Name of foundation
IRENE W CRAMER FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)
116 ALLEGHENY CENTER MALL P8YB3502L
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH
,
PA
15212
A Employer identification number
25-6903624
B
Telephone number (see instructions)
(412) 768-5892
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)
$
1,360,863
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
...
30,335
30,335
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
90,800
b
Gross sales price for all assets on line 6a
655,506
7
Capital gain net income (from Part IV, line 2)
...
90,800
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
........
121,135
121,135
13
Compensation of officers, directors, trustees, etc.
14,900
11,920
2,980
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)
...
1,567
222
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)
.......
3
3
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
16,470
12,145
0
2,980
25
Contributions, gifts, grants paid
.......
60,976
60,976
26
Total expenses and disbursements.
Add lines 24 and 25
77,446
12,145
0
63,956
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
43,689
b
Net investment income
(if negative, enter -0-)
108,990
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
.........
91,010
55,919
55,919
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)
.......
373,684
132,427
196,879
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)
..........
682,911
1,002,953
1,108,065
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)
1,147,605
1,191,299
1,360,863
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
........
1,143,761
1,187,734
27
Paid-in or capital surplus, or land, bldg., and equipment fund
28
Retained earnings, accumulated income, endowment, or other funds
3,844
3,565
29
Total net assets or fund balances
(see instructions)
.....
1,147,605
1,191,299
30
Total liabilities and net assets/fund balances
(see instructions)
.
1,147,605
1,191,299
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
1,147,605
2
Enter amount from Part I, line 27a
.....................
2
43,689
3
Other increases not included in line 2 (itemize)
3
5
4
Add lines 1, 2, and 3
..........................
4
1,191,299
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
1,191,299
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
31. APPLE INC
2010-03-02
2019-01-04
b
37. CITIGROUP INC
2017-07-28
2019-01-04
c
25. ABBVIE INC
2017-12-08
2019-01-09
d
1. ALPHABET INC/CA-CL A
2019-01-04
2019-01-09
e
7. ALPHABET INC/CA-CL A
2010-03-02
2019-01-09
4. AMAZON.COM INC
2018-02-02
2019-01-09
27. AMERICAN WATER WORKS CO INC
2016-02-05
2019-01-09
23. AMGEN INC
2013-12-30
2019-01-09
24. AMPHENOL CORP NEW CL A
2018-11-02
2019-01-09
17. APPLE INC
2013-07-10
2019-01-09
31. APPLE INC
2010-03-02
2019-01-09
71. ARCHER DANIELS MIDLAND CO
2018-08-16
2019-01-09
27. AUTOMATIC DATA PROCESSING INC
2018-05-23
2019-01-09
4. AUTOZONE INC
2018-10-11
2019-01-09
107. BANK OF AMERICA CORP
2018-07-27
2019-01-09
40. BANK NEW YORK MELLON CORP COM
2016-04-29
2019-01-09
34. BAXTER INTERNATIONAL INC
2018-01-04
2019-01-09
11. BIOGEN INC
2016-08-02
2019-01-09
10. BOEING CO
2017-10-20
2019-01-09
44. BOOZ ALLEN HAMILTON HOLDING
2019-01-04
2019-01-09
43. BRISTOL MYERS SQUIBB CO
2018-09-14
2019-01-09
1998.401 BROOKFIELD GLOBAL LISTED INFRASTRUCTURE FUND
2017-10-25
2019-01-09
27. BURLINGTON STORES INC
2016-08-31
2019-01-09
82. CBRE GROUP INC
2018-02-23
2019-01-09
49. CSX CORP COM
2018-07-27
2019-01-09
1. CATERPILLAR INC
2018-01-19
2019-01-09
16. CATERPILLAR INC
2018-01-19
2019-01-09
23. CELANESE CORP
2018-05-15
2019-01-09
11. CELANESE CORP
2018-10-25
2019-01-09
20. CENTENE CORP
2018-04-26
2019-01-09
35. CHEVRON CORPORATION
2018-06-13
2019-01-09
15. CISCO SYS INC COM
2018-10-25
2019-01-09
52. CISCO SYS INC COM
2011-11-11
2019-01-09
33. CISCO SYS INC COM
2018-04-26
2019-01-09
91. CITIZENS FINANCIAL GROUP
2016-11-11
2019-01-09
85. COMCAST CORPORATION CL A
2011-10-12
2019-01-09
35. COMCAST CORPORATION CL A
2018-10-11
2019-01-09
42. CONOCOPHILLIPS
2017-11-03
2019-01-09
11. COSTCO WHSL CORP NEW COM
2018-07-27
2019-01-09
24. DANAHER CORP
2018-06-15
2019-01-09
19. DOLLAR GENERAL CORP
2018-11-08
2019-01-09
26. DUKE ENERGY HOLDING CORP
2018-12-13
2019-01-09
23. EASTMAN CHEM CO
2018-03-02
2019-01-09
22. FACEBOOK INC
2016-03-02
2019-01-09
23. HOME DEPOT INC COM
2012-01-09
2019-01-09
52. INTEL CORP
2016-08-19
2019-01-09
45. INTEL CORP
2018-11-02
2019-01-09
76. J P MORGAN CHASE & CO COM
2010-03-02
2019-01-09
36. KOHLS CORP COM
2018-04-05
2019-01-09
26. LILLY ELI & CO
2018-07-13
2019-01-09
13. M&T BK CORP
2019-01-04
2019-01-09
25. MCCORMICK & CO INC COM NON VTG
2018-07-13
2019-01-09
22. MCDONALDS CORP COM
2017-06-19
2019-01-09
22. MICROSOFT CORP
2018-07-02
2019-01-09
35. MICROSOFT CORP
2010-03-02
2019-01-09
37. MICROSOFT CORP
2018-09-14
2019-01-09
64. MORGAN STANLEY
2016-10-21
2019-01-09
19. NORFOLK SOUTHN CORP COM
2018-11-16
2019-01-09
10. NORTHROP GRUMMAN CORPORATION
2015-02-19
2019-01-09
31. OCCIDENTAL PETE CORP COM
2018-01-19
2019-01-09
89. PFIZER INC COM
2017-11-10
2019-01-09
32. PRICE T ROWE GROUP INC COM
2017-08-25
2019-01-09
35. PROCTER & GAMBLE CO
2018-10-25
2019-01-09
13. RAYTHEON COMPANY
2016-01-29
2019-01-09
24. S&P GLOBAL INC
2016-05-20
2019-01-09
63. SUNTRUST BANKS INC COM
2016-06-23
2019-01-09
38. T-MOBILE US INC
2017-04-28
2019-01-09
57. TOTAL FINA S A
2015-08-12
2019-01-09
3. UNITED RENTALS INC COM
2018-09-14
2019-01-09
18. UNITED RENTALS INC COM
2017-05-25
2019-01-09
16. UNITEDHEALTH GROUP INC COM
2016-10-27
2019-01-09
28. VISA INC CLASS A SHARES
2013-02-08
2019-01-09
53. WEC ENERGY GROUP INC
2010-03-02
2019-01-09
47. WASTE MANAGEMENT INC
2018-03-09
2019-01-09
8. WELLCARE HEALTH PLANS, INC. MERGED 1/23/20 @ $120.00 P/S
2018-08-16
2019-01-09
42. TE CONNECTIVITY LTD SEDOL B62B7C3 ISIN CH0102993182
2017-05-25
2019-01-09
73. MORGAN STANLEY
2016-10-03
2019-02-25
18. PRICE T ROWE GROUP INC COM
2016-05-18
2019-02-25
2. PRICE T ROWE GROUP INC COM
2016-05-18
2019-02-25
8. PRUDENTIAL FINANCIAL INC COM
2016-11-28
2019-02-25
43. OCCIDENTAL PETE CORP COM
2018-01-17
2019-03-12
1. BANK OF AMERICA XXX-XX-XXXX
2001-01-01
2019-03-28
60. CISCO SYS INC COM
2011-06-27
2019-04-05
68. TRANSCANADA CORP (HOLDING CO) NAME CHANGE 05/09/2019
2016-09-15
2019-04-16
26. LYONDELLBASELL INDUSTRIES N.V. ISIN NL0009434992 SEDOL B3SPXZ3
2018-05-11
2019-04-16
8. BOEING CO
2017-12-19
2019-04-17
2. BOEING CO
2017-12-19
2019-04-17
1. TRANSCANADA CORP (HOLDING CO) NAME CHANGE 05/09/2019
2016-09-15
2019-04-17
19. ABBOTT LABORATORIES INC
2016-06-07
2019-04-18
13. ABBVIE INC
2017-06-20
2019-04-18
8. AIR PRODUCTS & CHEMICALS INC
2018-10-26
2019-04-18
10. ALLSTATE CORP
2019-02-25
2019-04-18
16. ALTRIA GROUP INC
2015-01-13
2019-04-18
14. AMERICAN ELECTRIC POWER INC
2015-12-17
2019-04-18
16. AMERICAN WATER WORKS CO INC
2015-12-17
2019-04-18
8. AMERIPRISE FINANCIAL INC
2017-03-31
2019-04-18
10. AMGEN INC
2013-12-23
2019-04-18
23. BB&T CORP
2018-02-07
2019-04-18
23. BP PLC SPONSORED ADR
2019-03-12
2019-04-18
96. BANK OF AMERICA CORP
2017-08-22
2019-04-18
9996.002 BLACKROCK TEMP INV FD TEMPFUND SHS
2018-08-02
2019-04-18
5000. BLACKROCK LIQ FDS FEDFUND-IN
2018-08-02
2019-04-18
4387.58 BLACKROCK GLOBAL DIVIDEND PORTFOLIO INSTL CLASS
2014-04-28
2019-04-18
157.417 BLACKROCK GLOBAL DIVIDEND PORTFOLIO INSTL CLASS
2018-12-06
2019-04-18
19. BRISTOL MYERS SQUIBB CO
2018-10-26
2019-04-18
4. BROADCOM INC
2017-12-11
2019-04-18
33. CARNIVAL CORP SEDOL 2523044
2016-05-10
2019-04-18
13. CELANESE CORP
2018-06-28
2019-04-18
9. CHEVRON CORPORATION
2018-06-28
2019-04-18
59. CISCO SYS INC COM
2011-06-27
2019-04-18
50. COMCAST CORPORATION CL A
2018-11-19
2019-04-18
20. CONOCOPHILLIPS
2018-05-11
2019-04-18
10. CULLEN FROST BANKERS INC
2017-05-24
2019-04-18
10. DUKE ENERGY HOLDING CORP
2018-12-10
2019-04-18
4. ESSEX PPTY TR INC REIT
2018-02-23
2019-04-18
14. EXTRA SPACE STORAGE INC
2014-11-18
2019-04-18
12. FMC CORPORATION NEW
2019-04-17
2019-04-18
9. HOME DEPOT INC COM
2010-08-31
2019-04-18
13. HONEYWELL INTL INC
2015-01-13
2019-04-18
135. HUNTINGTON BANCSHARES INC
2014-07-24
2019-04-18
24. INTEL CORP
2010-03-02
2019-04-18
600. ISHARES TR MSCI EAFE IDX
2010-02-05
2019-04-18
34. J P MORGAN CHASE & CO COM
2011-09-09
2019-04-18
10. JOHNSON & JOHNSON COM
2010-06-29
2019-04-18
11. KIMBERLY-CLARK CORP COM
2017-02-22
2019-04-18
2. KOHLS CORP COM
2018-05-24
2019-04-18
18. KOHLS CORP COM
2018-03-23
2019-04-18
8. LILLY ELI & CO
2018-10-15
2019-04-18
5. LOCKHEED MARTIN CORP
2014-10-14
2019-04-18
6. M&T BK CORP
2019-01-09
2019-04-18
11. MARSH & MCLENNAN COS INC COM
2019-02-25
2019-04-18
1. MCDONALDS CORP COM
2018-05-24
2019-04-18
8. MCDONALDS CORP COM
2015-10-28
2019-04-18
34. MERCK & CO INC
2010-08-31
2019-04-18
11. NASDAQ INC
2018-12-11
2019-04-18
10. NEXTERA ENERGY INC
2010-03-02
2019-04-18
7. NORFOLK SOUTHN CORP COM
2018-12-10
2019-04-18
14. OMNICOM GROUP INC
2017-06-27
2019-04-18
14. PAYCHEX INC COM
2015-12-02
2019-04-18
18. PEPSICO INC COM
2010-06-29
2019-04-18
65. PFIZER INC COM
2010-08-31
2019-04-18
10. PRICE T ROWE GROUP INC COM
2017-01-17
2019-04-18
28. PROCTER & GAMBLE CO
2018-12-18
2019-04-18
16. PRUDENTIAL FINANCIAL INC COM
2016-11-28
2019-04-18
35. ROYAL DUTCH SHELL PLC ADR A
2017-11-02
2019-04-18
6. SIMON PROPERTY GROUP INC
2018-06-18
2019-04-18
31. SUNCOR ENERGY INC ISIN CA8672241079 SEDOL B3NB1P2
2018-03-13
2019-04-18
38. SUNTRUST BANKS INC COM
2016-07-26
2019-04-18
23. SYNOVUS FINANCIAL CORP
2018-06-04
2019-04-18
18. TEXAS INSTRS INC COM
2015-04-17
2019-04-18
38. TOTAL FINA S A
2015-08-07
2019-04-18
22. TRANSCANADA CORP (HOLDING CO) NAME CHANGE 05/09/2019
2016-09-15
2019-04-18
34. US BANCORP DEL COM NEW
2011-09-09
2019-04-18
3. UNITEDHEALTH GROUP INC COM
2018-12-27
2019-04-18
30. VERIZON COMMUNICATIONS COM
2018-11-19
2019-04-18
4. WASTE MANAGEMENT INC
2018-08-13
2019-04-18
10. WASTE MANAGEMENT INC
2019-04-17
2019-04-18
29. XCEL ENERGY INC COM
2015-03-13
2019-04-18
24. ZIONS BANCORP
2018-11-19
2019-04-18
5. ACCENTURE PLC CLASS A SEDOL B4BNMY3
2019-04-05
2019-04-18
13. INGERSOLL-RAND PLC SEDOL B633030
2019-01-09
2019-04-18
4.6 AB CONCENTRATED GROWTH-ADV
2018-09-17
2019-04-25
22.512 PRINCIPAL MIDCAP FUND-R6
2018-09-17
2019-04-25
36. KOHLS CORP COM
2018-03-23
2019-05-23
34. BRISTOL MYERS SQUIBB CO
2018-10-26
2019-06-11
41. INTEL CORP
2010-08-31
2019-06-11
3. INTEL CORP
2010-08-31
2019-06-11
16. TEXAS INSTRS INC COM
2015-04-17
2019-06-11
7. BROADCOM INC
2017-12-11
2019-06-21
9. CISCO SYS INC COM
2011-06-27
2019-06-21
3. JOHNSON & JOHNSON COM
2010-08-31
2019-06-21
17. MERCK & CO INC
2010-08-31
2019-06-21
46. CARNIVAL CORP SEDOL 2523044
2016-07-14
2019-07-08
21. CISCO SYS INC COM
2011-06-27
2019-07-08
19. DUKE ENERGY HOLDING CORP
2018-12-10
2019-07-08
15. CARNIVAL CORP SEDOL 2523044
2016-07-14
2019-07-09
13. CISCO SYS INC COM
2011-06-27
2019-07-09
29.636 AB CONCENTRATED GROWTH-ADV
2018-09-17
2019-08-14
67.883 BLACKROCK LOW DURATION BOND PORTFOLIO CL INSTL
2019-04-25
2019-08-14
25.32 WCM FOCUSED INTL GROWTH-INS
2019-04-25
2019-08-14
67.776 WCM FOCUSED INTL GROWTH-INS
2018-10-24
2019-08-14
59.333 LAZARD GLOBAL LISTED INFRASTRUCTURE PORTFOLIO
2018-09-17
2019-08-14
78.543 MADISON MID CAP FUND-R6
2018-09-17
2019-08-14
63.881 PAYDEN LOW DURATION BOND FUND CL R
2019-04-25
2019-08-14
68.259 PRINCIPAL MIDCAP FUND-R6
2018-09-17
2019-08-14
14. SCHWAB US REIT ETF
2019-04-25
2019-08-14
146.429 WASATCH INTL OPPORTUNIT-INST
2018-09-17
2019-08-14
24. PRUDENTIAL FINANCIAL INC COM
2016-11-28
2019-09-06
11. SIMON PROPERTY GROUP INC
2018-06-18
2019-09-06
6. PRUDENTIAL FINANCIAL INC COM
2016-11-28
2019-09-09
30. ALTRIA GROUP INC
2015-01-13
2019-09-30
14. NORFOLK SOUTHN CORP COM
2018-12-10
2019-09-30
10. ISHARES TR MSCI EAFE IDX
2019-04-25
2019-10-23
21. ISHARES TR MSCI EAFE IDX
2018-09-17
2019-10-23
55. ISHARES TR MSCI EAFE IDX
2019-01-17
2019-10-23
39.252 AMG MANAGERS LMCG SMALL CAP GROWTH FUND
2019-04-25
2019-10-24
406.298 AMG MANAGERS LMCG SMALL CAP GROWTH FUND
2018-12-27
2019-10-24
148.34 AMG MANAGERS LMCG SMALL CAP GROWTH FUND
2018-09-17
2019-10-24
15.975 HOTCHKIS & WILEY M/C VALUE CL I
2018-09-17
2019-10-24
27. SYNOVUS FINANCIAL CORP
2018-06-04
2019-10-24
15. SYNOVUS FINANCIAL CORP
2018-06-04
2019-10-25
4672.897 EATON VANCE GLOBAL MACRO ABSOLUTE RETURN ADVANTAGE FUND
2017-10-25
2019-11-25
23.644 T ROWE PRICE REAL ESTATE FUND FD 122
2018-12-13
2019-11-25
891.052 T ROWE PRICE REAL ESTATE FUND FD 122
2017-10-25
2019-11-25
42. BP PLC SPONSORED ADR
2019-03-12
2019-12-03
10. CELANESE CORP
2018-06-28
2019-12-03
29. SUNTRUST BANKS INC COM
2016-07-26
2019-12-03
5. INGERSOLL-RAND PLC SEDOL B633030
2019-06-21
2019-12-03
1. INGERSOLL-RAND PLC SEDOL B633030
2019-01-09
2019-12-03
9. CELANESE CORP
2018-06-28
2019-12-04
6. CELANESE CORP
2018-10-26
2019-12-05
119. ISHARES EDGE MSCI USA QUALITY FACTOR ETF
2018-09-26
2019-12-10
88. ISHARES EDGE MSCI USA VALUE FACTOR ETF
2018-09-26
2019-12-10
23. ISHARES EDGE MSCI USA MOMENTUM FACTOR ETF
2018-09-28
2019-12-10
202. WISDOMTREE U.S. QUALITY DIVI ETF
2018-09-26
2019-12-10
.095 TRUIST FINANCIAL CORP
2016-07-26
2019-12-19
CAPITAL GAIN DIVIDENDS
P
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a
4,579
3,190
1,389
b
2,040
2,500
-460
c
2,272
2,400
-128
d
1,088
1,076
12
e
7,618
3,799
3,819
6,624
6,087
537
2,419
1,744
675
4,621
2,717
1,904
1,926
2,165
-239
2,609
1,024
1,585
4,699
930
3,769
3,057
3,581
-524
3,526
3,498
28
3,283
3,114
169
2,744
3,323
-579
1,916
1,605
311
2,271
2,326
-55
3,613
3,123
490
3,469
2,641
828
2,017
2,010
7
2,036
2,620
-584
23,801
25,000
-1,199
4,499
2,262
2,237
3,382
3,839
-457
3,113
3,486
-373
132
169
-37
2,097
2,702
-605
2,171
2,528
-357
1,038
1,057
-19
2,352
2,183
169
3,985
4,411
-426
655
683
-28
2,269
986
1,283
1,440
1,459
-19
2,947
2,760
187
3,055
1,007
2,048
1,258
1,198
60
2,748
2,232
516
2,302
2,417
-115
2,505
2,450
55
2,176
2,230
-54
2,212
2,363
-151
1,754
2,381
-627
3,145
2,410
735
4,112
994
3,118
2,513
1,835
678
2,175
2,124
51
7,680
3,579
4,101
2,530
2,375
155
3,053
2,327
726
1,979
1,939
40
3,512
3,055
457
3,963
3,380
583
2,289
2,191
98
3,641
1,002
2,639
3,849
4,094
-245
2,679
2,139
540
3,001
3,187
-186
2,515
1,651
864
2,044
2,339
-295
3,877
3,119
758
2,955
2,689
266
3,245
3,191
54
2,053
1,655
398
4,215
2,608
1,607
3,471
2,606
865
2,587
2,574
13
3,145
2,817
328
350
504
-154
2,099
2,024
75
3,931
2,357
1,574
3,898
1,103
2,795
3,630
1,320
2,310
4,319
3,977
342
1,943
2,354
-411
3,226
3,303
-77
3,100
2,324
776
1,775
1,339
436
197
149
48
767
799
-32
2,762
3,259
-497
45
25
20
3,314
1,210
2,104
3,163
3,201
-38
2,379
2,930
-551
3,038
2,372
666
760
593
167
47
47
1,396
745
651
1,011
932
79
1,579
1,197
382
973
951
22
877
819
58
1,166
806
360
1,670
952
718
1,150
1,042
108
1,787
1,130
657
1,147
1,242
-95
1,019
977
42
2,891
2,291
600
10,002
10,000
2
5,000
5,000
55,196
54,192
1,004
1,980
1,859
121
864
958
-94
1,278
1,044
234
1,764
1,596
168
1,366
1,436
-70
1,077
1,132
-55
3,322
891
2,431
2,124
1,916
208
1,320
1,390
-70
1,033
941
92
893
899
-6
1,111
905
206
1,411
814
597
956
972
-16
1,861
252
1,609
2,187
1,227
960
1,847
1,347
500
1,403
435
968
39,966
33,247
6,719
3,883
1,128
2,755
1,368
578
790
1,371
1,476
-105
141
128
13
1,272
1,134
138
921
888
33
1,567
884
683
1,007
913
94
1,031
1,022
9
194
162
32
1,552
899
653
2,483
1,983
500
995
975
20
1,903
487
1,416
1,391
1,294
97
1,170
1,165
5
1,141
757
384
2,296
1,378
918
2,545
1,254
1,291
1,061
731
330
2,974
2,945
29
1,668
1,597
71
2,247
2,234
13
1,074
989
85
1,030
1,012
18
2,434
1,612
822
838
1,280
-442
2,075
1,036
1,039
2,150
1,840
310
1,025
1,031
-6
1,747
766
981
663
722
-59
1,743
1,822
-79
422
360
62
1,056
1,053
3
1,596
980
616
1,150
1,167
-17
891
890
1
1,468
1,402
66
183
178
5
633
664
-31
1,839
2,265
-426
1,592
1,715
-123
1,918
734
1,184
140
54
86
1,801
920
881
1,936
1,827
109
518
136
382
424
171
253
1,432
593
839
2,136
2,150
-14
1,181
317
864
1,698
1,709
-11
690
698
-8
733
196
537
1,180
1,145
35
655
648
7
426
414
12
1,141
995
146
884
923
-39
867
879
-12
645
639
6
2,005
2,013
-8
632
617
15
504
524
-20
1,974
2,396
-422
1,659
1,813
-154
503
599
-96
1,225
1,536
-311
2,526
2,168
358
667
638
29
1,400
1,409
-9
3,666
3,358
308
681
702
-21
7,049
6,840
209
2,574
2,860
-286
497
650
-153
919
1,501
-582
512
834
-322
49,533
50,000
-467
698
624
74
26,322
25,230
1,092
1,545
1,784
-239
1,225
1,104
121
1,991
1,231
760
641
628
13
128
94
34
1,108
891
217
736
569
167
11,755
10,778
977
7,680
7,755
-75
2,836
2,743
93
9,583
8,987
596
5
3
2
8,616
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
1,389
b
-460
c
-128
d
12
e
3,819
537
675
1,904
-239
1,585
3,769
-524
28
169
-579
311
-55
490
828
7
-584
-1,199
2,237
-457
-373
-37
-605
-357
-19
169
-426
-28
1,283
-19
187
2,048
60
516
-115
55
-54
-151
-627
735
3,118
678
51
4,101
155
726
40
457
583
98
2,639
-245
540
-186
864
-295
758
266
54
398
1,607
865
13
328
-154
75
1,574
2,795
2,310
342
-411
-77
776
436
48
-32
-497
20
2,104
-38
-551
666
167
651
79
382
22
58
360
718
108
657
-95
42
600
2
1,004
121
-94
234
168
-70
-55
2,431
208
-70
92
-6
206
597
-16
1,609
960
500
968
6,719
2,755
790
-105
13
138
33
683
94
9
32
653
500
20
1,416
97
5
384
918
1,291
330
29
71
13
85
18
822
-442
1,039
310
-6
981
-59
-79
62
3
616
-17
1
66
5
-31
-426
-123
1,184
86
881
109
382
253
839
-14
864
-11
-8
537
35
7
12
146
-39
-12
6
-8
15
-20
-422
-154
-96
-311
358
29
-9
308
-21
209
-286
-153
-582
-322
-467
74
1,092
-239
121
760
13
34
217
167
977
-75
93
596
2
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
90,800
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
56,485
1,307,115
0.043213
2017
59,243
1,288,335
0.045984
2016
63,335
1,213,011
0.052213
2015
63,091
1,257,369
0.050177
2014
57,588
1,285,237
0.044807
2
Total
of line 1, column (d)
.....................
2
0.236394
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
0.047279
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
1,292,234
5
Multiply line 4 by line 3
......................
5
61,096
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
1,090
7
Add lines 5 and 6
........................
7
62,186
8
Enter qualifying distributions from Part XII, line 4
,.............
8
63,956
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
1,090
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
1,090
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
1,090
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
1,370
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
1,370
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
0
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
280
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
280
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)
PA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G?
If "No," attach explanation
.
8b
Yes
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2019 or the taxable year beginning in 2019? See the instructions for Part XIV.
If "Yes," complete Part XIV
.............................
9
No
10
Did any persons become substantial contributors during the tax year?
If "Yes," attach a schedule listing their names
and addresses.
...............................
10
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
5
Part VII-A
Statements Regarding Activities
(continued)
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions
.............
11
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions
.................
12
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
Website address
N/A
14
The books are in care of
PNC BANK NA
Telephone no.
(412) 768-5892
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
BERNARD M BILLICK ESQUIRE
CO-TRUSTEE
1
0
24 N 7TH STREET
STROUDSBURG
,
PA
18360
PNC BANK N A
CO-TRUSTEE
3
14,900
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
1,311,913
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
1,311,913
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation)
.............
1e
0
2
Acquisition indebtedness applicable to line 1 assets
..................
2
0
3
Subtract line 2 from line 1d
.........................
3
1,311,913
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
19,679
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
1,292,234
6
Minimum investment return.
Enter 5% of line 5
..................
6
64,612
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
64,612
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
1,090
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
1,090
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
63,522
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
63,522
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
63,522
Part XII
Qualifying Distributions
(see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26
..........
1a
63,956
b
Program-related investments—total from Part IX-B
..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes
...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)
....................
3a
0
b
Cash distribution test (attach the required schedule)
.................
3b
0
4
Qualifying distributions.
Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
4
63,956
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
1,090
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
62,866
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
63,522
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
60,976
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:
$
63,956
a
Applied to 2018, but not more than line 2a
60,976
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
.....
2,980
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
..........
60,542
7
Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions)
.......
0
8
Excess distributions carryover from 2014 not
applied on line 5 or line 7 (see instructions)
...
0
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
0
10
Analysis of line 9:
a
Excess from 2015
....
0
b
Excess from 2016
....
0
c
Excess from 2017
....
0
d
Excess from 2018
....
0
e
Excess from 2019
....
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
10
Part XIV
Private Operating Foundations
(see instructions and Part VII-A, question 9)
1a
If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2019, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
2a
Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part X for each
year listed
..........
Tax year
Prior 3 years
(e) Total
(a)
2019
(b)
2018
(c)
2017
(d)
2016
b
85% of line 2a
.........
c
Qualifying distributions from Part XII,
line 4 for each year listed
.....
d
Amounts included in line 2c not used directly
for active conduct of exempt activities
..........
e
Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c
....
3
Complete 3a, b, or c for the
alternative test relied upon:
a
“Assets" alternative test—enter:
(1)
Value of all assets
......
(2)
Value of assets qualifying
under section 4942(j)(3)(B)(i)
b
“Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part X, line 6 for each year listed
...
c
“Support" alternative test—enter:
(1)
Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties)
....
(2)
Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)
....
(3)
Largest amount of support
from an exempt organization
(4)
Gross investment income
Part XV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1
Information Regarding Foundation Managers:
a
List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
b
List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or email address of the person to whom applications should be addressed:
b
The form in which applications should be submitted and information and materials they should include:
c
Any submission deadlines:
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form
990-PF
(2019)
Form 990-PF (2019)
Page
11
Part XV
Supplementary Information
(continued)
3
Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient
If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
a
Paid during the year
SALVATION ARMY
FBO EAST STROUDSBURG PA
WEST NYACK
,
NY
109941715
NONE
PC
GENERAL SUPPORT
60,976
Total
.................................
3a
60,976
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
30,335
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
90,800
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)
..
121,135
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
121,135
(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