Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
THE ROBERT AND ESTHER BLACK FAMILY 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, PA15212
A Employer identification number

61-6433804
B Telephone number (see instructions)

(412) 442-8772
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$20,681,440
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 8,000
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 395,097 363,216  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -208,936
b Gross sales price for all assets on line 6a 2,123,667
7 Capital gain net income (from Part IV, line 2)... 0
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)....... 9,944    
12 Total. Add lines 1 through 11........ 204,105 363,216  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 77,002 16,124   60,878
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... 765 0 0 765
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... 30,000     30,000
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 15,591 10,306   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)....... 5,818 5,618   200
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 129,176 32,048 0 91,843
25 Contributions, gifts, grants paid....... 1,123,984 1,123,984
26 Total expenses and disbursements. Add lines 24 and 25 1,253,160 32,048 0 1,215,827
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,049,055
b Net investment income (if negative, enter -0-) 331,168
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 864,814 252,618 252,618
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 12,410,946 Click to see attachment1,318,969 1,670,746
c Investments—corporate bonds (attach schedule)....... 2,953,508    
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........   Click to see attachment15,495,004 18,758,076
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) 1,943,237    
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 18,172,505 17,066,591 20,681,440
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
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 bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 18,172,505 17,066,591
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 18,172,505 17,066,591
30 Total liabilities and net assets/fund balances (see instructions). 18,172,505 17,066,591
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
18,172,505
2
Enter amount from Part I, line 27a .....................
2
-1,049,055
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
7
4
Add lines 1, 2, and 3 ..........................
4
17,123,457
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
56,866
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
17,066,591
Form 990-PF (2020)
Form 990-PF (2020)
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 52. FASTENAL CO   2016-11-18 2020-01-13
b 8. NVIDIA CORP   2019-10-17 2020-01-13
c 36. CANTEL MEDICAL CORP   2019-09-24 2020-01-15
d 66. CATALENT INC   2019-09-24 2020-02-04
e 274. WRIGHT MEDICAL GROUP N V ORD SEDOL BZ2JCC5   2019-09-24 2020-02-04
14. PAYLOCITY HOLDING CORP   2019-09-24 2020-02-06
167. UNITED BANKSHARES INC WEST V COM   2019-09-24 2020-02-06
62. ATRICURE INC   2019-11-05 2020-02-18
22. PAYLOCITY HOLDING CORP   2019-09-24 2020-02-18
10. RBC BEARINGS INC   2019-09-24 2020-02-18
41. SITEONE LANDSCAPE SUPPLY INC   2019-09-24 2020-02-18
30. LHC GROUP INC   2019-09-24 2020-02-28
3. ROSS STORES INC   2019-05-31 2020-02-28
2. ROSS STORES INC   2016-06-22 2020-02-28
4. VISA INC CLASS A SHARES   2019-03-29 2020-02-28
1. VISA INC CLASS A SHARES   2014-02-05 2020-02-28
30. ROSS STORES INC   2016-06-22 2020-03-03
123. PPG INDS INC COM     2020-03-05
36. JOHN BEAN TECHNOLOGY   2019-09-24 2020-03-06
33. JOHN BEAN TECHNOLOGY     2020-03-06
190. PEBBLEBROOK HOTEL TRUST   2019-09-24 2020-03-06
23. GLOBANT SA SEDOL BP40HF4   2019-09-24 2020-03-06
1. BOOKING HOLDINGS INC   2019-11-13 2020-03-12
1. BOOKING HOLDINGS INC   2018-07-17 2020-03-12
22. ADOBE SYSTEMS INC     2020-03-17
31. MICROSOFT CORP     2020-03-17
217. AAR CORP   2019-09-24 2020-03-27
16. ALLEGIANT TRAVEL CO   2019-09-24 2020-03-27
124. EXLSERVICE HOLDINGS INC   2019-09-24 2020-03-27
76. GLOBUS MEDICAL INC A   2019-09-24 2020-03-27
631. MATADOR RESOURCES CO   2019-09-24 2020-03-27
65. WEBSTER FINANCIAL CORP   2019-09-24 2020-03-27
27. GLOBANT SA SEDOL BP40HF4   2019-09-24 2020-03-27
126. FASTENAL CO     2020-03-31
34. CHURCHILL DOWNS INC COM   2019-09-24 2020-04-03
42. HALLIBURTON CO   2019-06-28 2020-04-14
268. HALLIBURTON CO   2019-04-01 2020-04-14
9. PAYPAL HOLDINGS INC-W/I   2019-04-01 2020-04-14
24. PAYPAL HOLDINGS INC-W/I   2019-06-28 2020-04-14
9. NVIDIA CORP     2020-04-16
79. ENTEGRIS, INC   2019-09-24 2020-04-21
71. SILGAN HLDGS INC   2019-09-24 2020-04-21
3. BOOKING HOLDINGS INC     2020-05-04
79. CANTEL MEDICAL CORP   2019-09-24 2020-05-06
20. UNILEVER N V N Y SHS NEW   2019-06-28 2020-05-12
198. UNILEVER N V N Y SHS NEW   2019-04-01 2020-05-12
74. CENTRAL GARDEN & PET CO   2019-09-24 2020-05-13
9. FLEETCOR TECHNOLOGIES INC   2019-10-17 2020-05-13
14. HUBSPOT INC   2019-09-24 2020-05-13
49. PRA GROUP INC     2020-05-13
33. ICF INTERNATIONAL INC   2019-09-24 2020-05-14
90. CATALENT INC   2019-09-24 2020-05-19
12. OLLIE'S BARGAIN OUTLET HOLDI   2019-10-21 2020-05-19
12. QUIDEL CORP   2020-03-06 2020-05-19
66075.325 AQR LONG-SHORT EQUITY-I     2020-05-28
35. CATALENT INC   2019-09-24 2020-05-28
72. GLOBUS MEDICAL INC A   2019-09-24 2020-05-28
4. QUIDEL CORP   2020-03-06 2020-05-28
6. ALPHABET INC/CA-CL A     2020-05-29
3. ALPHABET INC/CA-CL A   2019-07-30 2020-05-29
43. APPLE INC   2014-02-05 2020-05-29
92. BRISTOL MYERS SQUIBB CO     2020-05-29
34. BRISTOL-MYERS SQUIBB COMPANY RTS EXP 03/31/2021   2019-11-21 2020-05-29
43. CDW CORP/DE     2020-05-29
45. COPART INC     2020-05-29
54. EDWARDS LIFESCIENCES CORP     2020-05-29
32. ELECTRONIC ART   2019-05-15 2020-05-29
31. ELECTRONIC ART     2020-05-29
6. FACEBOOK INC   2020-03-12 2020-05-29
59. FACEBOOK INC     2020-05-29
48. KEYSIGHT TECHNOLOGIES IN-W/I     2020-05-29
24. MICROSOFT CORP   2020-03-31 2020-05-29
21. MOTOROLA SOLUTIONS INC     2020-05-29
24. MOTOROLA SOLUTIONS INC   2019-05-23 2020-05-29
9. NVIDIA CORP   2019-07-30 2020-05-29
58. PAYPAL HOLDINGS INC-W/I     2020-05-29
13. S&P GLOBAL INC   2019-11-22 2020-05-29
66. STARBUCKS CORP COM     2020-05-29
18. STARBUCKS CORP COM   2020-03-03 2020-05-29
12. TRACTOR SUPPLY CO COM   2019-10-17 2020-05-29
78. TRACTOR SUPPLY CO COM     2020-05-29
52. VISA INC CLASS A SHARES     2020-05-29
76. ALCON INC SEDOL BJXBP41     2020-05-29
12. EQUITY LIFESTYLE PROPERTIES REIT   2019-06-28 2020-06-04
11. EQUITY LIFESTYLE PROPERTIES REIT   2019-04-01 2020-06-04
5. HOME DEPOT INC COM   2019-06-28 2020-06-04
64. HOME DEPOT INC COM   2019-04-01 2020-06-04
8. SUN CMNTYS INC   2019-04-01 2020-06-04
5. SUN CMNTYS INC   2019-06-28 2020-06-04
31. BANK OF AMERICA CORP   2019-06-28 2020-06-10
287. BANK OF AMERICA CORP   2019-04-01 2020-06-10
29. BOK FINL CORP NEW   2019-04-01 2020-06-17
20. CATALENT INC   2019-09-24 2020-06-17
72. SILGAN HLDGS INC   2019-09-24 2020-06-17
40. ENTEGRIS, INC   2019-09-24 2020-06-26
26. FIVE BELOW   2019-09-24 2020-06-26
18. HUBSPOT INC   2019-09-24 2020-06-26
14. SITEONE LANDSCAPE SUPPLY INC   2019-09-24 2020-06-26
69.109 AMG MANAGERS FAIRPOINT MID CAP FUND   2014-12-30 2020-06-29
6842.996 AMG MANAGERS FAIRPOINT MID CAP FUND     2020-06-29
24. MICROSOFT CORP   2019-04-01 2020-06-29
11. ADOBE SYSTEMS INC   2019-04-01 2020-06-30
14. QUIDEL CORP   2020-03-06 2020-07-09
.795 WILLSCOT MOBILE MINI HLDGS CORP CLASS A   2019-09-24 2020-07-09
58. ENTEGRIS, INC   2019-09-24 2020-07-15
35. QTS REALTY TRUST INC-CL A   2019-09-24 2020-07-28
7. QUIDEL CORP   2020-03-06 2020-07-28
31. W D-40 CO   2019-09-24 2020-07-28
90. ENTEGRIS, INC   2019-09-24 2020-08-10
22. HUBSPOT INC   2019-09-24 2020-08-10
30. LITHIA MTRS INC CL A   2019-09-24 2020-08-10
29. CATALENT INC   2019-09-24 2020-08-13
9. HUBSPOT INC   2019-09-24 2020-08-13
53. PAYPAL HOLDINGS INC-W/I   2019-04-01 2020-08-13
146. ELANCO ANIMAL HEALTH INC   2020-05-12 2020-08-24
34. CATALENT INC   2019-09-24 2020-08-31
126. POWER INTEGRATIONS INC   2019-09-24 2020-08-31
44. RITCHIE BROS AUCTIONEERS INC SEDOL 2202729   2019-09-24 2020-08-31
65. CATALENT INC   2019-09-24 2020-09-25
32. HUBSPOT INC   2019-09-24 2020-09-25
134. PRA GROUP INC     2020-10-15
71. SILGAN HLDGS INC   2019-09-24 2020-10-20
264. WILLSCOT MOBILE MINI HLDGS CORP CLASS A   2019-09-24 2020-10-20
10. LHC GROUP INC   2019-09-24 2020-10-27
18. SITEONE LANDSCAPE SUPPLY INC   2019-09-24 2020-10-27
47. VERACYTE INC   2020-01-15 2020-10-27
143. WEBSTER FINANCIAL CORP   2019-09-24 2020-10-27
75. DRILL-QUIP INC   2019-09-24 2020-10-30
19. DRILL-QUIP INC   2020-10-07 2020-10-30
29. ROGERS CORP   2019-09-24 2020-10-30
55. SYNEOS HEALTH INC   2019-09-24 2020-10-30
25. FIVE BELOW   2019-09-24 2020-11-11
33. QUIDEL CORP   2020-03-06 2020-11-11
53. RITCHIE BROS AUCTIONEERS INC SEDOL 2202729   2019-09-24 2020-11-11
137. VIRTUSA CORP   2019-09-24 2020-11-11
57. CRYOPORT INC   2020-01-15 2020-11-20
22. PAYLOCITY HOLDING CORP   2019-09-24 2020-11-20
126. VIRTUSA CORP   2019-09-24 2020-11-20
6. HELEN OF TROY LIMITED SEDOL 2419530   2020-03-06 2020-11-20
9. HELEN OF TROY LIMITED SEDOL 2419530   2019-09-24 2020-11-20
44. CMC MATERIALS INC   2020-08-10 2020-12-03
29. SITEONE LANDSCAPE SUPPLY INC   2019-09-24 2020-12-03
57. VERACYTE INC     2020-12-08
20. ICU MED INC   2019-09-24 2020-12-21
49. PHREESIA INC   2020-10-27 2020-12-21
19. VERACYTE INC   2019-12-20 2020-12-21
290. BANK OF AMERICA CORP   2019-04-01 2020-12-22
.4 COMMERCE BANCSHARES INC   2019-10-18 2020-12-24
1421.983 SEAFARER OVERSEAS GROWTH & INCOME INSTL CLASS   2018-01-12 2020-12-28
817.91 HARDING LOEVNER INSTITUTIONAL EMERGING MARKETS FD 203   2019-09-20 2020-12-28
2797.34 LAZARD GLOBAL LISTED INFRASTRUCTURE PORTFOLIO   2019-06-25 2020-12-28
171. VANGUARD FTSE ALL WORLD EX-US SMALL -CAP   2018-06-29 2020-12-28
357. VANGUARD FTSE ALL WORLD EX-US INDEX FUND   2018-01-12 2020-12-28
245. VANGUARD REAL ESTATE ETF     2020-12-28
991. VANGUARD MID CAP ETF   2018-07-11 2020-12-28
3518. VANGUARD FTSE ALL WORLD EX-US INDEX FUND     2020-12-30
491. VANGUARD REAL ESTATE ETF   2019-04-26 2020-12-30
702. VANGUARD MID CAP ETF   2018-07-11 2020-12-30
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(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 1,900   1,167 733
b 1,993   1,554 439
c 2,191   2,803 -612
d 3,881   3,369 512
e 8,305   5,564 2,741
1,884   1,371 513
5,852   6,341 -489
2,724   1,806 918
3,222   2,155 1,067
1,783   1,662 121
4,503   2,947 1,556
3,816   3,498 318
326   278 48
217   110 107
713   622 91
178   54 124
3,327   1,648 1,679
12,831   14,117 -1,286
3,156   3,546 -390
2,893   2,869 24
3,346   5,251 -1,905
2,565   2,078 487
1,308   1,870 -562
1,308   2,043 -735
6,405   6,070 335
4,374   3,922 452
3,952   9,483 -5,531
1,381   2,360 -979
6,292   8,137 -1,845
3,085   3,918 -833
1,525   10,891 -9,366
1,344   3,078 -1,734
2,322   2,439 -117
3,995   2,771 1,224
2,672   4,155 -1,483
322   961 -639
2,057   8,023 -5,966
974   946 28
2,597   2,730 -133
2,628   1,635 993
3,930   3,739 191
2,293   2,125 168
4,294   3,360 934
2,574   6,151 -3,577
987   1,209 -222
9,768   11,478 -1,710
2,612   2,084 528
1,942   2,647 -705
2,493   2,175 318
1,603   2,003 -400
1,717   2,637 -920
6,865   4,594 2,271
923   764 159
2,168   969 1,199
605,250   909,539 -304,289
2,654   1,787 867
3,979   3,712 267
641   323 318
8,545   4,038 4,507
4,273   3,691 582
13,686   3,157 10,529
5,504   5,425 79
102   72 30
4,682   5,264 -582
4,004   3,970 34
11,844   5,623 6,221
3,848   3,090 758
3,727   2,911 816
1,347   957 390
13,248   9,564 3,684
5,103   4,759 344
4,347   3,947 400
2,820   3,205 -385
3,223   3,614 -391
3,090   1,578 1,512
8,710   2,460 6,250
4,170   3,444 726
5,121   4,744 377
1,397   1,438 -41
1,445   1,114 331
9,392   5,138 4,254
10,083   2,670 7,413
4,870   4,523 347
753   720 33
690   624 66
1,244   1,044 200
15,922   12,471 3,451
1,103   942 161
689   635 54
827   897 -70
7,658   8,205 -547
1,759   2,420 -661
1,433   1,021 412
2,270   2,155 115
2,348   1,893 455
2,736   3,291 -555
4,004   2,797 1,207
1,485   1,006 479
1,999   2,896 -897
197,968   305,615 -107,647
4,667   2,852 1,815
4,760   2,980 1,780
3,339   1,130 2,209
11   11  
3,333   2,745 588
2,393   1,778 615
1,805   565 1,240
5,759   5,569 190
6,224   4,260 1,964
5,699   3,419 2,280
7,177   3,896 3,281
2,532   1,480 1,052
2,320   1,399 921
10,213   5,573 4,640
3,998   2,989 1,009
3,088   1,736 1,352
7,026   5,717 1,309
2,611   1,726 885
5,200   3,318 1,882
9,090   4,972 4,118
5,181   4,671 510
2,745   2,125 620
4,516   3,698 818
2,213   1,166 1,047
2,227   1,294 933
1,740   1,382 358
4,653   6,771 -2,118
1,911   4,076 -2,165
484   460 24
3,152   4,027 -875
3,030   2,993 37
3,560   3,164 396
6,547   2,664 3,883
3,576   2,079 1,497
6,846   5,137 1,709
2,645   1,097 1,548
4,234   2,155 2,079
6,288   4,724 1,564
1,169   935 234
1,753   1,410 343
6,493   7,248 -755
3,818   2,084 1,734
3,496   1,668 1,828
4,096   3,202 894
2,603   1,860 743
924   554 370
8,469   8,291 178
26   23 3
20,505   19,581 924
20,505   16,931 3,574
41,009   42,883 -1,874
20,654   19,748 906
20,660   20,285 375
20,585   20,956 -371
204,276   159,417 44,859
207,035   198,323 8,712
41,322   41,913 -591
144,824   112,927 31,897
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
      32,343
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       733
b       439
c       -612
d       512
e       2,741
      513
      -489
      918
      1,067
      121
      1,556
      318
      48
      107
      91
      124
      1,679
      -1,286
      -390
      24
      -1,905
      487
      -562
      -735
      335
      452
      -5,531
      -979
      -1,845
      -833
      -9,366
      -1,734
      -117
      1,224
      -1,483
      -639
      -5,966
      28
      -133
      993
      191
      168
      934
      -3,577
      -222
      -1,710
      528
      -705
      318
      -400
      -920
      2,271
      159
      1,199
      -304,289
      867
      267
      318
      4,507
      582
      10,529
      79
      30
      -582
      34
      6,221
      758
      816
      390
      3,684
      344
      400
      -385
      -391
      1,512
      6,250
      726
      377
      -41
      331
      4,254
      7,413
      347
      33
      66
      200
      3,451
      161
      54
      -70
      -547
      -661
      412
      115
      455
      -555
      1,207
      479
      -897
      -107,647
      1,815
      1,780
      2,209
       
      588
      615
      1,240
      190
      1,964
      2,280
      3,281
      1,052
      921
      4,640
      1,009
      1,352
      1,309
      885
      1,882
      4,118
      510
      620
      818
      1,047
      933
      358
      -2,118
      -2,165
      24
      -875
      37
      396
      3,883
      1,497
      1,709
      1,548
      2,079
      1,564
      234
      343
      -755
      1,734
      1,828
      894
      743
      370
      178
      3
      924
      3,574
      -1,874
      906
      375
      -371
      44,859
      8,712
      -591
      31,897
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 -208,936
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved
(b)
Reserved
(c)
Reserved
(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 4,603
c All other domestic foundations enter 1.39% 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 4,603
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 4,603
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 15,857
b Exempt foreign organizations—tax withheld at source...... 6b 0
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 15,857
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 11,254
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet2,302 RefundedBullet 11 8,952
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 the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletOH
    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 .Click to see attachment
    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 2020 or the taxable year beginning in 2020? 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 (2020)
    Form 990-PF (2020)
    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 addressbullet  
    14
    The books are in care ofbulletPNC BANK NA Telephone no.bullet (412) 442-8772

    Located atbullet116 ALLEGHENY CENTER MALLPITTSBURGHPA ZIP+4bullet15212
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    PNC BANK NA TRUSTEE
    12
    77,002    
    PO BOX 609
    PITTSBURGH,PA15230
    KENNETH G HOCHMAN DISTRIBUTION TRUSTEE
    4
    0    
    PO BOX 609
    PITTSBURGH,PA15230
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    18,454,286
    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
    18,454,286
    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
    18,454,286
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    276,814
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    18,177,472
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    908,874
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    908,874
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    4,603
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    4,603
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    904,271
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    904,271
    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
    904,271
    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
    1,215,827
    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
    1,215,827
    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
    1,215,827
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2019
    (c)
    2019
    (d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 904,271
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 0
    b From 2016...... 108,181
    c From 2017...... 74,229
    d From 2018...... 118,402
    e From 2019...... 289,626
    fTotal of lines 3a through e........ 590,438
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 1,215,827
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2020 distributable amount..... 904,271
    e Remaining amount distributed out of corpus 311,556
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 901,994
    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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
    901,994
    10 Analysis of line 9:
    a Excess from 2016.... 108,181
    b Excess from 2017.... 74,229
    c Excess from 2018.... 118,402
    d Excess from 2019.... 289,626
    e Excess from 2020.... 311,556
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    PUTNEY SCHOOL
    ELM LEA FARM ROAD
    PUTNEY,VT05346
    NONE PUBLIC CHARITY GENERAL SUPPORT 3,000
    SALVATION ARMY MANSFIELD
    47 SOUTH MAIN STREET
    MANSFIELD,OH44902
    NONE PUBLIC CHARITY GENERAL SUPPORT 3,000
    HARTWICK COLLEGE
    ONE HARTWICK DRIVE
    ONEONTA,NY13820
    NONE PUBLIC CHARITY GENERAL SUPPORT 18,334
    FAMILY SERVICE ASSOCIATION
    FOR EMERGENCY SERVICE
    277 CHESTNUT STREET
    ONEONTA,NY13820
    NONE PUBLIC CHARITY GENERAL SUPPORT 3,333
    FENIMORE ART MUSEUM
    5798 NY 80
    COOPERSTOWN,NY13326
    NONE PUBLIC CHARITY GENERAL SUPPORT 33,333
    FIRST PRESBYTERIAN CHURCH
    399 SOUTH TRIMBLE ROAD
    MANSFIELD,OH44906
    NONE PUBLIC CHARITY COOPERTOWN FOOD PANTRY 2,000
    FAMILY PLANNING OF SOUTH
    CENTRAL NEW YORK
    117 HAWLEY STREET
    BIRGHAMTON,NY13901
    NONE PUBLIC CHARITY GENERAL SUPPORT 10,000
    GLIMMERGLASS OPERA THEATRE
    7300 STATE HIGHWAY 80
    COOPERSTOWN,NY13326
    NONE PUBLIC CHARITY GENERAL SUPPORT 20,000
    BROOKWOOD SCHOOL
    687 COUNTY HWY 59
    COOPERSTOWN,NY13326
    NONE PUBLIC CHARITY GENERAL SUPPORT 3,702
    AVITA HEALTH FOUNDATION
    269 PORTLAND WAY S
    GALION,OH44833
    NONE I SCHOLARSHIP 13,333
    PATHFINDER VILLAGE FOUNDATION
    3 CHENANGO ROAD
    EDMESTON,NY13335
    NONE PUBLIC CHARITY GENERAL SUPPORT 6,667
    UPSTATE HOME FOR CHILDREN FD
    105 CAMPUS DRIVE
    ONEONTA,NY13820
    NONE PC SCHOLARSHIP 13,333
    ACLU OF OHIO FOUNDATION
    4506 CHESTER AVENUE
    CLEVELAND,ND44103
    NONE PUBLIC CHARITY OPERATING SUPPORT 15,000
    NUHOP CENTER EXPERIENTIAL LEARN
    1077 TOWNSHIP ROAD
    PERRYSVILLE,OH44864
    NONE PUBLIC CHARITY GENERAL SUPPORT 2,000
    NORTH CENTRAL STATE COLLEGE
    2441 KENNWOOD CIRCLE
    MANSFIELD,OH44906
    NONE PUBLIC CHARITY GENERAL SUPPORT 33,333
    UNITED WAY OF
    NC OHIO-CRAWFORD CITY
    138 HARDING WAY W
    GALION,OH44833
    NONE PUBLIC CHARITY GENERAL SUPPORT 10,000
    CLEVELAND MUSEUM OF ART
    11150 EUCLID AVENUE
    CLEVELAND,OH44106
    NONE PUBLIC CHARITY GENERAL SUPPORT 5,000
    WESTERN RESERVE ACADEMY
    115 COLLEGE STREET
    HUDSON,OH44236
    NONE PUBLIC CHARITY ANNUAL FUND 5,000
    UNITED WAY OF RICHLAND COUNTY
    35 NORTH PARK STREET
    MANSFIELD,OH44902
    NONE PUBLIC CHARITY GENERAL SUPPORT 43,333
    FRIENDLY HOUSE
    380 NORTH MULBERRY STREET
    MANSFIELD,OH44902
    NONE PUBLIC CHARITY GENERAL SUPPORT 2,000
    MANSFIELD AREA YMCA
    750 SCHOLL ROAD
    MANSFIELD,OH44907
    NONE PUBLIC CHARITY GENERAL SUPPORT 70,000
    SHELBY FAMILY YMCA
    111 W SMILEY AVE
    SHELBY,OH44875
    NONE PC SCHOLARSHIP 10,000
    MANSFIELD ART CENTER
    700 MARION AVENUE
    MANSFIELD,OH44906
    NONE PUBLIC CHARITY GENERAL SUPPORT 103,000
    FIRST CONGRESSIONAL CHURCH
    640 MILLSBORO ROAD
    MANSFIELD,OH44903
    NONE PUBLIC CHARITY GENERAL SUPPORT 33,334
    VOLUNTEERS OF AMERICA
    OF CENTRAL OHIO
    280 NORTH MAIN STREET
    MANSFIELD,OH44902
    NONE PUBLIC CHARITY GENERAL SUPPORT 3,000
    RICHLAND COUNTY FOUNDATION
    24 WEST THIRD STREET
    MANSFIELD,OH44902
    NONE PUBLIC CHARITY GENERAL SUPPORT 110,000
    PLANNED PARENTHOOD OF GREATER OHIO
    384 PARK AVENUE WEST
    MANSFIELD,OH44906
    NONE PUBLIC CHARITY GENERAL SUPPORT 40,833
    MANSFIELD COMMUNITY PLAYHOUSE
    FOR COVID-19 RESPONSE NEEDS
    95 EAST THIRD STREET
    MANSFIELD,OH44902
    NONE PC GENERAL PURPOSE 10,000
    DISCOVERY SCHOOL
    855 MILLSBORO ROAD
    MANSFIELD,OH44903
    NONE PUBLIC CHARITY GENERAL SUPPORT 16,333
    CATALYST LIFE SERVICES
    741 SCHOLL ROAD
    MANSFIELD,OH44907
    NONE PC GENERAL PURPOSE 31,667
    CENTER FOR INDIVIDUAL
    FAMILY SERVICES
    741 SCHOLL ROAD
    MANSFIELD,OH44907
    NONE PUBLIC CHARITY GENERAL SUPPORT 3,000
    DOMESTIC VIOLENCE SHELTER INC
    P O BOX 1524
    MANSFIELD,OH44901
    NONE I GENERAL PURPOSE 33,334
    GREATER CLEVELAND FOOD BANK INC
    15500 S WATERLOO RD
    CLEVELAND,OH44110
    NONE PC GENERAL PURPOSE 33,333
    RENAISSANCE PERFORMING ARTS
    138 PARK AVENUE
    MANSFIELD,OH44901
    NONE PUBLIC CHARITY GENERAL SUPPORT 53,000
    COMMUNITY ACTION FOR CAPABLE
    1495 EAST LONGVIEW AVENUE
    MANSFIELD,OH44906
    NONE PUBLIC CHARITY GENERAL SUPPORT 16,333
    RICHLAND COUNTY CARROUSEL PARK
    34 SOUTH PARK STREET
    MANSFIELD,OH44902
    NONE PUBLIC CHARITY GENERAL SUPPORT 5,000
    OHIO DISTRIC 5 AREA FOR COVID-19
    2131 PARK AVE W
    ONTARIO,OH15212
    NONE PC GENERAL PURPOSE 20,000
    RICHLAND ACADEMY
    75 NORTH WALNUT STREET
    MANSFIELD,OH44902
    NONE PUBLIC CHARITY GENERAL SUPPORT 3,000
    NORTHERN OHIO LAND CONSERVANCY
    3850 CHAGRIN RIVER ROAD
    MORELAND HILLS,OH44022
    NONE PUBLIC CHARITY GENERAL SUPPORT 40,000
    THIRD STREET COMMUNITY CLINIC
    600 WEST THIRD STREET
    MANSFIELD,OH44906
    NONE PUBLIC CHARITY GENERAL SUPPORT 5,000
    RAEMELTON THERAPEUTIC
    569 SOUTH TRIMBLE ROAD
    MANSFIELD,OH44906
    NONE NONE GENERAL SUPPORT 2,000
    MANSFIELD REFORMATORY
    100 REFORMATORY BLVD
    MANSFIELD,OH44905
    NONE PUBLIC CHARITY GENERAL SUPPORT 31,167
    ASHLAND COUNTY COMMUNITY FD
    300 COLLEGE AVE
    ASHLAND,OH44805
    NONE PC GENERAL PURPOSE 10,000
    RAILS TO TRAILS OF WYNE COUNTY
    P O BOX 1566
    WOOSTER,OH44691
    NONE PC GENERAL PURPOSE 16,667
    COMMUNITY HEALTH ACCESS PROJECT
    FOR COVID -19
    1 MARION AVE STE 304
    MANSFIELD,OH44903
    NONE PC GENERAL PURPOSE 725
    VISTING NURSE ASSOCIATION
    105 NORTH MAIN STREET
    MANSFIELD,OH44902
    NONE PUBLIC CHARITY GENERAL SUPPORT 4,000
    WAYNE CENTER FOR THE ARTS
    237 SOUTH WALNUT STREET
    WOOSTER,OH44691
    NONE PUBLIC CHARITY GENERAL SUPPORT 3,334
    KINGWOOD CENTER GARDENS
    50 TRIMBLE ROAD
    MANSFIELD,OH44906
    NONE PUBLIC CHARITY GENERAL SUPPORT 88,889
    GALION HISTORICAL SOCIETY INC
    P O BOX 125
    GALION,OH44833
    NONE PC GENERAL PURPOSE 2,667
    HUMANE SOCIETY OF RICHLAND COUNTY
    3025 PARK AVE W
    MANSFIELD,OH44139
    NONE PC SCHOLARSHIP 6,667
    HABITAT FOR HUMANITY OF
    RICHLAND & CRAWFORD
    201 EAST TH ST STE 200
    MANSFIELD,OH44902
    NONE PUBLIC CHARITY GENERAL SUPPORT 28,667
    NORTH CENTRAL OHIO
    INDUSTRIAL MUSEUM
    100 REFORMATORY RD
    MANDSFIELD,OH44905
    NONE PUBLIC CHARITY GENERAL SUPPORT 13,333
    ASHLAND SCHINE'S THEATER
    212-214 CENTER ST
    ASHLAND,OH44805
    NONE PUBLIC CHARITY GENERAL SUPPORT 13,333
    COMMUNITY FOUNDATION
    2ND INSTALLMENT FOR A 4 YR GRANT
    P O BOX 55
    SPRINGFIELD CENTER,NY13468
    NONE PC GENERAL PURPOSE 16,667
    Total .................................bullet 3a 1,123,984
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........
             
    4 Dividends and interest from securities....     14 395,097  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 -208,936  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aFEDERAL TAX REFUND
        14 9,944  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   196,105  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    196,105
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


    Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    THE ROBERT AND ESTHER BLACK FAMILY FOUNDATION
     
    Employer identification number

    61-6433804
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    THE ROBERT AND ESTHER BLACK FAMILY FOUNDATION
     
    Employer identification number
    61-6433804
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    1
    JOHN BAXTER BLACK TRUST
    116 ALLEGHENY CENTER MALL
     
    PITTSBURGH, PA15212

    $ 8,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    THE ROBERT AND ESTHER BLACK FAMILY FOUNDATION
     
    Employer identification number

    61-6433804
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    THE ROBERT AND ESTHER BLACK FAMILY FOUNDATION
     
    Employer identification number

    61-6433804
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 ExplnOfNonFilingWithAGStmt
    Name:
    THE ROBERT AND ESTHER BLACK FAMILY FOUNDATION
    EIN:
    61-6433804
    Statement:
    The Ohio Attorney General requires that charitable organizations operating or organized within the State submit an annual registration through an online portal that highlights key information from the Form 990-PF for public disclosure purposes. The Trust completes this registration as required in lieu of furnishing a copy of its Form 990-PF to comply with the specific reporting instructions of the State of Ohio.

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    THE ROBERT AND ESTHER BLACK FAMILY FOUNDATION
    EIN:
    61-6433804
    Name of Stock End of Year Book Value End of Year Fair Market Value
    8492100 AGREE RLTY CORP REIT 7,629 7,856
    11311107 ALAMO GROUP INC 9,340 12,278
    31162100 AMGEN INC 16,081 19,313
    57665200 BALCHEM CORP CL B 7,575 11,407
    99406100 BOOT BARN HOLDINGS IN 6,095 8,108
    114340102 BROOKS AUTOMATION IN 9,708 8,956
    127097103 CABOT OIL & GAS CORP 13,686 12,243
    127190304 CACI INTL INC CL A 7,368 8,727
    149150104 CATHAY GENERAL BANCO 12,378 11,492
    153527106 CENTRAL GARDEN & PET 1,943 2,664
    153527205 CENTRAL GARDEN AND P 8,940 12,207
    156727109 CERENCE INC-WI 6,590 8,340
    171484108 CHURCHILL DOWNS INC 6,355 10,129
    171604101 CHUY'S HOLDINGS INC 4,218 4,715
    172062101 CINCINNATI FINANCIAL 12,424 12,931
    191216100 COCA COLA CO 14,239 16,617
    200525103 COMMERCE BANCSHARES 8,813 10,184
    228903100 CRYOLIFE INC 9,653 9,444
    229050307 CRYOPORT INC 3,542 8,162
    229899109 CULLEN FROST BANKERS 8,377 7,415
    235851102 DANAHER CORP 19,922 33,321
    249906108 DESCARTES SYS GROUP 3,654 6,667
    369550108 GENERAL DYNAMICS COR 12,758 11,013
    379577208 GLOBUS MEDICAL INC A 13,147 16,631
    405024100 HAEMONETICS CORP 8,682 9,619
    422347104 HEARTLAND EXPRESS IN 7,964 6,842
    438516106 HONEYWELL INTL INC 13,228 18,080
    440327104 HORACE MANN EDUCATOR 13,103 12,864
    441593100 HOULIHAN LOKEY INC 7,895 11,765
    451107106 IDACORP INC 12,073 10,659
    457985208 INTEGRA LIFESCIENCES 8,893 9,868
    526057104 LENNAR CORP CLASS A 12,603 19,744
    536797103 LITHIA MTRS INC CL A 8,064 21,365
    573284106 MARTIN MARIETTA MATL 12,604 17,322
    594918104 MICROSOFT CORP 15,328 28,692
    595017104 MICROCHIP TECHNOLOGY 15,255 24,307
    603158106 MINERALS TECHNOLOGIE 8,246 9,566
    606822104 MITSUBISHI UFJ FINL 7,308 6,406
    668074305 NORTHWESTERN CORPORA 14,830 12,012
    675234108 OCEANFIRST FINANCIAL 5,043 6,129
    681116109 OLLIE'S BARGAIN OUTL 7,257 9,322
    688239201 OSHKOSH CORPORATION 13,892 15,493
    691497309 OXFORD INDUSTRIES IN 6,418 6,027
    701094104 PARKER HANNIFIN CORP 13,532 20,976
    703343103 PATRICK INDUSTRIES I 9,308 14,490
    718546104 PHILLIPS 66 13,544 9,931
    723787107 PIONEER NAT RES CO 9,166 6,833
    742718109 PROCTER & GAMBLE CO 15,566 15,723
    743424103 PROOFPOINT INC 9,804 10,640
    747525103 QUALCOMM 11,420 22,699
    749685103 RPM INTERNATIONAL IN 13,428 15,887
    753422104 RAPID7 INC 9,842 16,048
    767744105 RITCHIE BROS AUCTION 9,491 16,831
    775133101 ROGERS CORP 4,305 4,814
    811707801 SEACOAST BANKING COR 12,769 14,519
    825698103 SHYFT GROUP INC/THE 3,967 4,484
    826919102 SILICON LABORATORIES 13,547 15,663
    827048109 SILGAN HLDGS INC 4,789 5,933
    830830105 SKYLINE CHAMPION COR 13,270 14,201
    835699307 SONY CORP AMERICAN S 10,281 24,264
    860630102 STIFEL FINL CORP 9,939 13,321
    866674104 SUN CMNTYS INC 6,500 8,357
    868459108 SUPERNUS PHARMACEUTI 8,341 8,479
    882681109 TEXAS ROADHOUSE INC 13,070 19,774
    902494103 TYSON FOODS INC CLAS 14,155 11,084
    925550105 VIAVI SOLUTIONS INC 9,796 11,980
    931427108 WALGREENS BOOTS ALLI 10,036 6,341
    971378104 WILLSCOT MOBILE MINI 4,343 7,183
    978097103 WOLVERINE WORLD WIDE 6,357 7,125
    74340E103 PROGYNY INC 6,645 10,725
    00724F101 ADOBE INC 16,255 30,007
    01748X102 ALLEGIANT TRAVEL CO 8,701 11,165
    03071H100 AMERISAFE INC 10,564 9,246
    03076C106 AMERIPRISE FINANCIAL 13,013 19,044
    03076K108 AMERIS BANCORP 13,379 13,629
    03662Q105 ANSYS INC 15,423 29,832
    04963C209 ATRICURE INC 6,207 13,750
    05368V106 AVIENT CORPORATION 13,641 18,045
    05561Q201 BOK FINL CORP NEW 6,302 5,273
    14040H105 CAPITAL ONE FINANCIA 11,856 13,839
    14843C105 CASTLE BIOSCIENCES I 5,416 5,238
    19247A100 COHEN & STEERS INC 9,572 12,854
    20451N101 COMPASS MINERALS INT 6,120 6,789
    22052L104 CORTEVA INC-W/I 14,842 20,405
    22304C100 COVETRUS INC-WHEN IS 12,084 14,169
    27579R104 EAST WEST BANCORP IN 9,610 9,838
    28414H103 ELANCO ANIMAL HEALTH 8,804 13,188
    29089Q105 EMERGENT BIOSOLUTION 12,268 14,067
    29260V105 ENDAVA PLC- SPON ADR 14,658 17,346
    29472R108 EQUITY LIFESTYLE PRO 6,867 7,667
    33829M101 FIVE BELOW 8,154 11,549
    37637Q105 GLACIER BANCORP INC 12,503 14,585
    38526M106 GRAND CANYON EDUCATI 20,540 16,853
    40637H109 HALOZYME THERAPEUTIC 6,657 9,396
    42226A107 HEALTHEQUITY INC 9,552 12,757
    42328H109 HELIOS TECHNOLOGIES 9,418 12,523
    44925C103 ICF INTERNATIONAL IN 10,428 10,183
    44930G107 ICU MED INC 4,964 6,649
    46625H100 JPMORGAN CHASE & CO 12,774 15,884
    50187A107 LHC GROUP INC 6,413 11,733
    55405Y100 MACOM TECHNOLOGY SOL 7,660 17,172
    58506Q109 MEDPACE HOLDINGS INC 10,515 12,110
    58958U103 MERIDIAN BANCORP INC 5,955 5,204
    63633D104 NATIONAL HEALTH INVS 11,133 10,168
    66987V109 NOVARTIS AG SPONSORE 11,930 13,315
    67000B104 NOVANTA INC SEDOL BD 8,797 12,177
    69478X105 PACIFIC PREMIER BANC 12,704 12,407
    70438V106 PAYLOCITY HOLDING CO 7,738 16,267
    70450Y103 PAYPAL HOLDINGS INC- 8,517 18,970
    71377A103 PERFORMANCE FOOD GRO 18,157 18,473
    71944F106 PHREESIA INC 7,579 13,836
    74164F103 PRIMORIS SERVICES CO 8,342 11,872
    74736A103 QTS REALTY TRUST INC 10,253 12,438
    75524B104 RBC BEARINGS INC 13,791 14,860
    78377T107 RYMAN HOSPITALITY PP 7,737 6,098
    82982L103 SITEONE LANDSCAPE SU 3,568 8,249
    85254J102 STAG INDUSTRIES INC 14,565 15,785
    87166B102 SYNEOS HEALTH INC 13,276 16,624
    90184L102 TWITTER INC 11,674 18,898
    90278Q108 UFP INDUSTRIES INC 10,317 15,610
    91734M103 US ECOLOGY INC 11,651 6,830
    92337F107 VERACYTE INC 6,648 11,158
    98212B103 WPX ENERGY INC 7,212 8,069
    98419M100 XYLEM INC 13,336 16,388
    G0176J109 ALLEGION PLC SEDOL B 13,850 15,246
    G4388N106 HELEN OF TROY LIMITE 4,273 8,888
    G51502105 JOHNSON CTLS INTL PL 12,082 15,095
    G5960L103 MEDTRONIC PLC SEDOL 13,959 17,922
    H01301128 ALCON INC SEDOL BJXB 13,381 15,901
    H1467J104 CHUBB LTD SEDOL B3BQ 11,052 12,006

    TY 2020 InvestmentsOtherSchedule2
    Name:
    THE ROBERT AND ESTHER BLACK FAMILY FOUNDATION
    EIN:
    61-6433804
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    256210105 DODGE & COX INCOME F AT COST 1,746,619 1,854,151
    317609295 SEAFARER OVERSEAS GR AT COST 609,478 738,781
    412295701 HARDING LOEVNER INST AT COST 575,903 712,506
    464287200 ISHARES CORE S&P 500 AT COST 3,161,055 4,340,259
    592905749 METROPOLITAN WEST UN AT COST 523,293 532,586
    880208772 TEMPLETON GLOBAL BON AT COST 566,060 455,343
    922042718 VANGUARD FTSE ALL WO AT COST 392,245 414,743
    922042775 VANGUARD FTSE ALL WO AT COST 824,955 907,206
    922908553 VANGUARD REAL ESTATE AT COST 432,405 458,367
    922908629 VANGUARD MID CAP ETF AT COST 1,527,890 2,220,917
    922908736 VANGUARD GROWTH ETF AT COST 592,898 1,033,881
    922908744 VANGUARD VALUE ETF AT COST 212,092 247,556
    922908751 VANGUARD SMALL CAP E AT COST 785,129 979,630
    31423A671 FEDERATED HERMES INT AT COST 1,050,868 1,345,790
    38145N220 GOLDMAN SACHS ABSOLU AT COST 801,061 847,415
    52106N459 LAZARD GLOBAL LISTED AT COST 426,501 411,736
    63872T885 ALPHASIMPLEX GLOBAL AT COST 495,771 499,434
    77957P105 T ROWE PRICE SHORT T AT COST 390,111 390,111
    77958B105 T ROWE PRICE INSTITU AT COST 380,670 367,664

    TY 2020 LegalFeesSchedule
    Name:
    THE ROBERT AND ESTHER BLACK FAMILY FOUNDATION
    EIN:
    61-6433804
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES - INCOME (ALLOCABLE 765     765


    TY 2020 OtherDecreasesSchedule
    Name:
    THE ROBERT AND ESTHER BLACK FAMILY FOUNDATION
    EIN:
    61-6433804
    Description Amount
    2020 TRANSACTION POSTED IN 2021 14,722
    SALES FUND UPDATES 39,337
    ADJ DUE TO ROC 2,807


    TY 2020 OtherExpensesSchedule
    Name:
    THE ROBERT AND ESTHER BLACK FAMILY FOUNDATION
    EIN:
    61-6433804
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    STATE FILING FEES 200 0   200
    MAP MANAGEMENT FEES 5,586 5,586   0
    ADR SERVICE FEES 32 32   0


    TY 2020 OtherIncomeSchedule2
    Name:
    THE ROBERT AND ESTHER BLACK FAMILY FOUNDATION
    EIN:
    61-6433804
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    FEDERAL TAX REFUND 9,944 0  


    TY 2020 OtherIncreasesSchedule
    Name:
    THE ROBERT AND ESTHER BLACK FAMILY FOUNDATION
    EIN:
    61-6433804
    Description Amount
    ROUNDING ADJ 7


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    THE ROBERT AND ESTHER BLACK FAMILY FOUNDATION
    EIN:
    61-6433804
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    NON-PNC CONSULTING FEES 30,000     30,000


    TY 2020 TaxesSchedule
    Name:
    THE ROBERT AND ESTHER BLACK FAMILY FOUNDATION
    EIN:
    61-6433804
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 514 514   0
    FEDERAL ESTIMATES - PRINCIPAL 5,285 0   0
    FOREIGN TAXES ON QUALIFIED FOR 5,276 5,276   0
    FOREIGN TAXES ON NONQUALIFIED 4,516 4,516   0