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
ANSORGE PRIVATE 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

30-0532062
B Telephone number (see instructions)

(216) 257-9834
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$3,209,630J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 50,230 49,400  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 68,204
b Gross sales price for all assets on line 6a 381,085
7 Capital gain net income (from Part IV, line 2)... 68,204
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)....... Click to see attachment 1,585    
12 Total. Add lines 1 through 11........ 120,019 117,604  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 35,460 17,730   17,730
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 2,049 1,224   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 1,688 1,484   204
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 39,197 20,438 0 17,934
25 Contributions, gifts, grants paid....... 142,732 142,732
26 Total expenses and disbursements. Add lines 24 and 25 181,929 20,438 0 160,666
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -61,910
b Net investment income (if negative, enter -0-) 97,166
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......... 96,925 52,937 52,937
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)....... 276,616 Click to see attachment266,933 348,004
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,116,561 Click to see attachment2,106,868 2,808,689
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,490,102 2,426,738 3,209,630
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........ 2,478,293 2,426,738
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 11,809  
29 Total net assets or fund balances (see instructions)..... 2,490,102 2,426,738
30 Total liabilities and net assets/fund balances (see instructions). 2,490,102 2,426,738
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
2,490,102
2
Enter amount from Part I, line 27a .....................
2
-61,910
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
2,428,192
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
1,454
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,426,738
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 46. ROYAL DSM N V SPONSORED ADR   2019-10-10 2020-01-15
b 10. AIA GROUP LTD SPONSORED ADR   2019-10-10 2020-01-17
c 15. COMPASS GROUP PLC-SPON ADR SEDOL BZBY5H7   2019-10-10 2020-01-17
d 9. DSV PANALPINA A/S ADR SEDOL B3FP4L9   2019-10-10 2020-01-17
e 5. ESSILOR INTL ADR   2019-10-10 2020-01-17
13. EXPERIAN PLC SPON ADR   2019-10-10 2020-01-17
1. SHOPIFY INC - A W/I SEDOL BXDZ9Z0   2019-10-10 2020-01-17
9. TENCENT HOLDINGS LTD UNSPON ADR   2019-10-10 2020-01-17
3. CHUBB LTD SEDOL B3BQMF6   2019-10-10 2020-01-17
11. RWE AG SPONSORED ADR REPSTG ORD PAR   2019-10-10 2020-01-31
39. ESSILOR INTL ADR   2019-10-10 2020-02-03
5. NXP SEMICONDUCTORS ISIN NL0009538784 SEDOL B505PN7   2019-10-10 2020-02-13
7. SHOPIFY INC - A W/I SEDOL BXDZ9Z0   2019-10-10 2020-02-14
57. E.ON SE ADR   2019-10-10 2020-02-18
69. NORDEA BANK ABP - SPON ADR ADR SEDOL BGT1Q96   2019-10-10 2020-02-20
51. ROYAL DUTCH SHELL PLC ADR A   2019-10-10 2020-02-21
20. BAE SYSYTEMS PLC SPONSORED ADR   2019-10-10 2020-02-24
115. AXA SPONSORED ADR   2019-10-10 2020-02-28
183. REPSOL SA SPONSORED ADR   2019-10-10 2020-02-28
102. ROYAL DSM N V SPONSORED ADR   2019-10-10 2020-02-28
11. ADIDAS AG SPONSORED ADR   2019-10-10 2020-03-02
16. ROCHE HOLDINGS LTD ADR   2019-10-10 2020-03-04
167. BASF SE SPONSORED ADR   2019-10-10 2020-03-11
179. EQUINOR ASA SPONSORED ADR SEDOL BF4K3J0   2020-02-25 2020-03-12
930. LLOYDS TSB GROUP PLC SPONSORED ADR   2019-10-10 2020-03-18
147. OTSUKA HOLDINGS LTD ADR SEDOL B76XH88   2019-10-10 2020-03-18
14. ADIDAS AG SPONSORED ADR   2019-10-10 2020-03-19
3. CSL LTD-SPONSORED ADR ADR SEDOL BN5TD14   2019-10-10 2020-03-19
2. NESTLE S A SPONSORED ADR REPSTG REG SH   2019-10-10 2020-03-19
2. RESMED INC   2019-10-10 2020-03-19
4. TAIWAN SEMICONDUCTOR MTG CO ADR   2019-10-10 2020-03-19
10. WAL-MART DE MEXICO S A DE C V SPONSORED ADR REPSTG SER V SHS   2019-10-10 2020-03-19
54. AERCAP HOLDINGS NV ISIN NL0000687663 SEDOL B1HHKD3   2019-10-10 2020-03-20
2. AIA GROUP LTD SPONSORED ADR   2019-10-10 2020-03-25
3. AMADEUS IT GROUP S A ADR   2019-10-10 2020-03-25
2. ATLAS COPCO AB SPONSORED ADR NEW REPSTG COM   2019-10-10 2020-03-25
2. CSL LTD-SPONSORED ADR ADR SEDOL BN5TD14   2019-10-10 2020-03-25
1. CANADIAN PACIFIC RAILWAY LTD SEDOL 2793115   2019-10-10 2020-03-25
1. ESSILOR INTL ADR   2019-10-10 2020-03-25
2. HDFC BANK LTD SPON - ADR   2019-10-10 2020-03-25
2. LVMH MOET HENNESSY LOUIS ADR   2019-10-10 2020-03-25
1. NESTLE S A SPONSORED ADR REPSTG REG SH   2019-10-10 2020-03-25
3. PERNOD RICARD SA UNSPONSORED ADR   2019-10-10 2020-03-25
5. SIKA AG-BR-ADR ADR SEDOL B98D285   2020-01-17 2020-03-25
3. TAIWAN SEMICONDUCTOR MTG CO ADR   2019-10-10 2020-03-25
1. TENCENT HOLDINGS LTD UNSPON ADR   2019-10-10 2020-03-25
2. ACCENTURE PLC CLASS A SEDOL B4BNMY3   2019-10-10 2020-03-25
1. ICON PLC SEDOL B94G471   2019-10-10 2020-03-25
1. STERIS PLC SEDOL BFY8C75   2019-10-10 2020-03-25
1. ALCON INC SEDOL BJXBP41   2019-10-10 2020-03-25
178. ENGIE ADR SEDOL BYY9W15   2019-10-10 2020-04-01
9. PERNOD RICARD SA UNSPONSORED ADR   2019-10-10 2020-04-02
1. ICON PLC SEDOL B94G471   2019-10-10 2020-04-02
.611 ACS ACTIVIDADES CONS-UNS ADR ADR SEDOL B3F8LH3   2019-10-10 2020-04-06
24. ESSILOR INTL ADR   2019-10-10 2020-04-08
318. ROLLS-ROYCE HOLDINGS PLC SPONSORED ADR   2019-10-10 2020-04-08
194. COMPASS GROUP PLC-SPON ADR SEDOL BZBY5H7   2019-10-10 2020-04-14
9. NXP SEMICONDUCTORS ISIN NL0009538784 SEDOL B505PN7   2019-10-10 2020-04-17
67. GEBERIT AG-UNSP ADR ADR SEDOL B608VP7   2019-10-10 2020-04-28
13. NXP SEMICONDUCTORS ISIN NL0009538784 SEDOL B505PN7   2019-10-10 2020-04-28
3. ASML HOLDING NV-NY SEDOL B908F01   2019-10-10 2020-04-29
177. PROSUS NV -SPON ADR SEDOL BKT6LC7   2019-10-11 2020-05-07
789. ISHARES MSCI USA QUALITY FACTOR ETF   2016-10-03 2020-05-14
33. CHUBB LTD SEDOL B3BQMF6   2019-10-10 2020-05-19
33. AIA GROUP LTD SPONSORED ADR     2020-05-27
34. DEUTSCHE BOERSE AG UNSPN ADR   2019-10-10 2020-05-29
27. SIEMENS HEALTHINEE-UNSP ADR SEDOL BG0KD79   2019-10-10 2020-06-02
78. HSBC HLDGS PLC SPONSORED ADR NEW   2019-10-10 2020-06-08
200. JAPAN AIRLINES CO-UNP ADR ADR SEDOL BFZB9N8   2020-01-14 2020-06-18
24. ACS ACTIVIDADES CONS-UNS ADR ADR SEDOL B3F8LH3   2019-10-10 2020-06-23
3. AIA GROUP LTD SPONSORED ADR   2019-10-10 2020-06-23
31. ACCOR SAF UNSPON ADR   2019-10-10 2020-06-23
2. ADECCO GROUP SA   2019-11-27 2020-06-23
6. AIRBUS SE ADR   2019-10-10 2020-06-23
3. DANONE SPONS ADR   2019-10-10 2020-06-23
4. DEUTSCHE BOERSE AG UNSPN ADR   2019-10-10 2020-06-23
1. DEUTSCHE POST AG SPON ADR   2019-10-10 2020-06-23
11. FANUC CORP ADR   2019-10-10 2020-06-23
5. INDUSTRIA DE DISENO TEXTIL IND ADR   2019-10-10 2020-06-23
34. JULIS BAER GROUP LTD UN SPON ADR   2019-10-10 2020-06-23
2. KBC GROEP NV UNSP ADR   2020-03-10 2020-06-23
2. KONINKLIJKE AHOLD DELHAIZE ADR SEDOL BD9FL92   2020-03-24 2020-06-23
4. MERCK KGAA-SPONSORED ADR SEDOL   2020-02-24 2020-06-23
3. MURATA MFG CO LTD ADR UNSPON ADR   2019-10-10 2020-06-23
6. NOVOZYMES A/S UNSPONSORED ADR   2020-03-25 2020-06-23
22. NUTRIEN LTD SEDOL BDRJLN0   2019-10-10 2020-06-23
1. PERNOD RICARD SA UNSPONSORED ADR   2020-03-18 2020-06-23
2. RWE AG SPONSORED ADR REPSTG ORD PAR   2019-10-10 2020-06-23
3. RECKITT BENCKISER-SPON ADR ADR SEDOL B93K0B0   2020-04-29 2020-06-23
4. SAP SE SPONSORED ADR   2019-10-10 2020-06-23
5. SIEMENS HEALTHINEE-UNSP ADR SEDOL BG0KD79   2019-10-10 2020-06-23
419. FIDELITY REAL ESTATE ETF ETF   2020-05-14 2020-07-06
176. ISHARES TR S&P SMLCP VALU   2011-01-25 2020-07-06
1902.939 WELLS FARGO SPECIAL US MID CAP VALUE I     2020-07-06
2. SHOPIFY INC - A W/I SEDOL BXDZ9Z0   2019-10-10 2020-07-09
20. DEUTSCHE POST AG SPON ADR   2019-10-10 2020-07-13
7. SAP SE SPONSORED ADR   2019-10-10 2020-07-13
5. LULULEMON ATHLETICA INC   2020-04-17 2020-07-14
2. SHOPIFY INC - A W/I SEDOL BXDZ9Z0   2019-10-10 2020-07-22
8. TAIWAN SEMICONDUCTOR MTG CO ADR   2020-04-17 2020-07-24
15. DBS GROUP HLDGS LTD SPONSORED ADR   2019-10-10 2020-07-27
51. NUTRIEN LTD SEDOL BDRJLN0     2020-07-27
21. ROCHE HOLDINGS LTD ADR     2020-07-29
.125 ACS ACTIVIDADES CONS-UNS ADR ADR SEDOL B3F8LH3   2019-10-10 2020-07-30
42. DANONE SPONS ADR   2019-10-10 2020-08-04
13. RWE AG SPONSORED ADR REPSTG ORD PAR   2019-10-10 2020-08-12
46. SHISEIDO LTD SPON ADR     2020-08-13
92. SIEMENS HEALTHINEE-UNSP ADR SEDOL BG0KD79   2019-10-10 2020-08-21
363.108 MFS VALUE FUND CLASS I FUND 893   2010-03-31 2020-09-04
1287.554 VANGUARD TOTL BD MKT IDX-ADM   2014-10-22 2020-09-04
2. SHOPIFY INC - A W/I SEDOL BXDZ9Z0   2019-10-10 2020-09-22
6. LULULEMON ATHLETICA INC     2020-09-25
113. WAL-MART DE MEXICO S A DE C V SPONSORED ADR REPSTG SER V SHS   2019-10-10 2020-10-14
73. RECKITT BENCKISER-SPON ADR ADR SEDOL B93K0B0     2020-10-21
5. TAIWAN SEMICONDUCTOR MTG CO ADR   2020-04-17 2020-10-21
1. ASML HOLDING NV-NY SEDOL B908F01   2019-10-10 2020-10-21
99. ACS ACTIVIDADES CONS-UNS ADR ADR SEDOL B3F8LH3   2020-03-04 2020-10-27
379. ACS ACTIVIDADES CONS-UNS ADR ADR SEDOL B3F8LH3   2019-10-10 2020-10-27
28. TOTAL FINA S A   2020-07-27 2020-10-30
10. E.ON SE ADR   2020-06-23 2020-11-04
245. E.ON SE ADR   2019-10-10 2020-11-04
43. TOTAL FINA S A   2020-07-27 2020-11-04
323. ACCOR SAF UNSPON ADR   2019-10-10 2020-11-09
45. ESSILOR INTL ADR   2019-10-10 2020-11-19
32. TENCENT HOLDINGS LTD UNSPON ADR   2019-10-10 2020-11-20
3. TAIWAN SEMICONDUCTOR MTG CO ADR   2019-10-10 2020-11-23
24. MURATA MFG CO LTD ADR UNSPON ADR   2020-10-21 2020-11-24
103. LONDON STOCK EXCHG-UNSP ADR ADR SEDOL BY7RGX6     2020-11-30
4. MURATA MFG CO LTD ADR UNSPON ADR   2020-10-21 2020-12-01
8. MURATA MFG CO LTD ADR UNSPON ADR   2019-10-10 2020-12-01
49. ANGLO AMERICAN PLC-SPONS ADR ADR SEDOL BYYWFP9   2019-10-28 2020-12-02
33. FANUC CORP ADR   2019-10-10 2020-12-02
64. MURATA MFG CO LTD ADR UNSPON ADR   2019-10-10 2020-12-04
43. JULIS BAER GROUP LTD UN SPON ADR   2019-10-10 2020-12-07
331.272 MFS VALUE FUND CLASS I FUND 893   2010-03-31 2020-12-08
362.056 ROWE T PRICE VALUE FD INC COM     2020-12-08
45. NOVOZYMES A/S UNSPONSORED ADR   2020-03-25 2020-12-11
29. DSV PANALPINA A/S ADR SEDOL B3FP4L9   2019-10-10 2020-12-15
1. ASML HOLDING NV-NY SEDOL B908F01   2019-10-10 2020-12-21
21. CAPGEMINI SE - UNSPONSOR ADR SEDOL BF0ZJQ8   2019-10-10 2020-12-22
45. IHS MARKIT LTD SEDOL BD0Q558   2020-11-23 2020-12-23
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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 1,388   1,347 41
b 445   370 75
c 381   378 3
d 513   420 93
e 400   366 34
447   404 43
452   325 127
462   370 92
459   471 -12
382   330 52
2,919   2,858 61
693   534 159
3,787   2,276 1,511
699   545 154
600   482 118
2,487   2,915 -428
678   551 127
2,646   2,888 -242
2,027   2,882 -855
2,820   2,988 -168
1,508   1,690 -182
693   578 115
2,199   2,892 -693
1,777   2,857 -1,080
1,373   2,418 -1,045
2,274   2,881 -607
1,333   2,151 -818
254   245 9
201   216 -15
281   259 22
177   196 -19
219   286 -67
1,026   2,892 -1,866
69   74 -5
142   218 -76
59   60 -1
169   163 6
207   213 -6
58   73 -15
70   112 -42
147   166 -19
96   108 -12
84   113 -29
77   94 -17
144   147 -3
49   41 8
297   369 -72
126   142 -16
115   140 -25
46   56 -10
1,744   2,892 -1,148
250   339 -89
131   142 -11
2   5 -3
1,373   1,759 -386
1,238   2,903 -1,665
3,107   4,883 -1,776
807   960 -153
2,885   3,141 -256
1,307   1,387 -80
906   758 148
2,666   2,596 70
68,768   53,042 15,726
3,407   5,182 -1,775
1,095   1,373 -278
558   528 30
684   514 170
2,067   2,878 -811
1,930   3,130 -1,200
124   183 -59
116   111 5
176   256 -80
47   63 -16
112   195 -83
44   52 -8
73   62 11
36   32 4
200   196 4
69   78 -9
293   288 5
59   62 -3
54   44 10
92   104 -12
45   40 5
350   253 97
780   1,094 -314
32   27 5
72   60 12
54   49 5
566   462 104
122   95 27
10,022   8,264 1,758
21,069   12,651 8,418
65,861   61,593 4,268
2,052   650 1,402
775   640 135
1,060   808 252
1,495   1,129 366
1,933   650 1,283
603   425 178
894   1,087 -193
1,699   2,412 -713
941   922 19
1   1  
553   732 -179
509   389 120
2,457   2,865 -408
2,114   1,751 363
15,000   7,890 7,110
15,000   14,047 953
1,837   650 1,187
1,876   1,336 540
2,690   3,234 -544
1,346   1,160 186
440   266 174
386   253 133
488   554 -66
1,868   2,715 -847
842   1,079 -237
107   114 -7
2,624   2,342 282
1,402   1,656 -254
2,110   2,666 -556
3,047   3,298 -251
2,449   1,315 1,134
294   147 147
486   417 69
2,773   2,309 464
86   69 17
172   106 66
765   657 108
824   587 237
1,374   849 525
486   364 122
15,000   7,199 7,801
15,000   13,476 1,524
2,470   1,898 572
2,322   1,354 968
470   253 217
609   497 112
3,890   4,175 -285
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
      28,744
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       41
b       75
c       3
d       93
e       34
      43
      127
      92
      -12
      52
      61
      159
      1,511
      154
      118
      -428
      127
      -242
      -855
      -168
      -182
      115
      -693
      -1,080
      -1,045
      -607
      -818
      9
      -15
      22
      -19
      -67
      -1,866
      -5
      -76
      -1
      6
      -6
      -15
      -42
      -19
      -12
      -29
      -17
      -3
      8
      -72
      -16
      -25
      -10
      -1,148
      -89
      -11
      -3
      -386
      -1,665
      -1,776
      -153
      -256
      -80
      148
      70
      15,726
      -1,775
      -278
      30
      170
      -811
      -1,200
      -59
      5
      -80
      -16
      -83
      -8
      11
      4
      4
      -9
      5
      -3
      10
      -12
      5
      97
      -314
      5
      12
      5
      104
      27
      1,758
      8,418
      4,268
      1,402
      135
      252
      366
      1,283
      178
      -193
      -713
      19
       
      -179
      120
      -408
      363
      7,110
      953
      1,187
      540
      -544
      186
      174
      133
      -66
      -847
      -237
      -7
      282
      -254
      -556
      -251
      1,134
      147
      69
      464
      17
      66
      108
      237
      525
      122
      7,801
      1,524
      572
      968
      217
      112
      -285
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 68,204
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 1,351
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 1,351
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 1,351
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 1,651
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 1,651
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 10 300
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet300 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See 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 addressbulletN/A
    14
    The books are in care ofbulletPNC BANK NA Telephone no.bullet (216) 257-9834

    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
    7     		35,460    
    116 ALLEGHENY CENTER MALL
    PITTSBURGH,PA15212
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (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
    2,893,401
    b
    Average of monthly cash balances.......................
    1b
    0
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,893,401
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    2,893,401
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    43,401
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    2,850,000
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    142,500
    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
    142,500
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    1,351
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,351
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    141,149
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    141,149
    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
    141,149
    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
    160,666
    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
    160,666
    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
    160,666
    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 7 141,149
    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...... 0
    c From 2017...... 90,612
    d From 2018...... 30,429
    e From 2019...... 21,620
    fTotal of lines 3a through e........ 142,661
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 160,666
    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..... 141,149
    e Remaining amount distributed out of corpus 19,517
    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 5 162,178
    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 ......     		162,178
    10 Analysis of line 9:
    a Excess from 2016.... 0
    b Excess from 2017.... 90,612
    c Excess from 2018.... 30,429
    d Excess from 2019.... 21,620
    e Excess from 2020.... 19,517
    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
    SALVATION ARMY
    RICHARD D ALLEN ASST CORP SEC
    WEST NYACK,NY109941753     		NONE PC GENERAL SUPPORT 35,683
    UNIVERSITY OF MICHIGAN
    ATTN PLANNED GIVING
    3003 S STATE ST STE 9000
    ANN ARBOR,MI481091276     		NONE PC GENERAL SUPPORT 35,683
    AMERICAN RED CROSS
    ATTN TRUSTS & ESTATES
    431 18TH STREET NW
    WASHINGTON,DC200065310     		NONE PC GENERAL SUPPORT 35,683
    FOUNDATION DELTA DELTA DELTA
    14951 NORTH DALLAS PARKWAY
    DALLAS,TX752547892     		NONE PC GENERAL SUPPORT 35,683
    Total .................................bullet 3a 142,732
    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 50,230  
    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 68,204  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aFEDERAL TAX REFUND     		    14 1,585  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   120,019  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    120,019
    (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

    TY 2020 ExplnOfNonFilingWithAGStmt
    Name:
    ANSORGE PRIVATE FOUNDATION
    EIN:
    30-0532062
    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:
    ANSORGE PRIVATE FOUNDATION
    EIN:
    30-0532062
    Name of Stock End of Year Book Value End of Year Fair Market Value
    1317205 AIA GROUP LTD SPONSORE 10,493 13,609
    6754204 ADECCO GROUP SA 2,963 3,127
    9126202 AIR LIQUIDE ADR 2,574 2,796
    9279100 AIRBUS SE ADR 3,556 3,224
    49255706 ATLAS COPCO AB SPONSO 3,307 5,619
    105105209 BRAMBLES LTD-SPONSOR 2,628 2,893
    142795202 CARLSBERG AS SPON AD 3,138 3,438
    204280309 COMPAGNIE DE SAINT-U 3,028 3,290
    251542106 DEUTSCHE BOERSE AG U 2,789 2,991
    307305102 FANUC CORP ADR 2,099 2,913
    433578507 HITACHI LTD ADR 10 C 2,936 3,176
    455793109 INDUSTRIA DE DISENO 4,352 4,620
    500458401 KOMATSU LTD SPON ADR 3,047 3,211
    500467501 KONINKLIJKE AHOLD DE 2,048 2,625
    500472303 KONINKLIJKE PHILLIPS 2,715 2,925
    502441306 LVMH MOET HENNESSY L 5,655 8,482
    550021109 LULULEMON ATHLETICA 3,901 6,265
    589339209 MERCK KGAA-SPONSORED 3,635 4,743
    592688105 METTLER TOLEDO INTL 3,353 5,698
    626425102 MURATA MFG CO LTD AD 1,831 3,126
    641069406 NESTLE S.A. SPONSORE 5,503 6,008
    654106103 NIKE INC CLASS B 4,028 4,103
    714264207 PERNOD RICARD SA UNS 7,431 8,590
    756255204 RECKITT BENCKISER-SP 2,299 2,664
    761152107 RESMED INC 4,538 7,440
    771195104 ROCHE HOLDING LTD SP 2,204 2,674
    803054204 SAP SE SPONSORED ADR 3,001 3,390
    826197501 SIEMENS AG SPON ADR 4,562 4,738
    874039100 TAIWAN SEMICONDUCTOR 7,044 15,375
    903480101 UCB SA - UNSPONSORED 3,088 2,688
    989825104 ZURICH INS GROUP LTD 2,757 3,040
    23328E106 DNB ASA-SPONSOR ADR 3,059 3,491
    74975E303 RWE AG SPONSORED ADR 2,127 3,013
    00783V104 ADYEN NV-UNSPON ADR 4,185 4,965
    01609W102 ALIBABA GROUP HOLDIN 3,685 3,956
    02263T104 AMADEUS IT GROUP S A 6,946 7,138
    03485P300 ANGLO AMERICAN PLC-S 3,707 4,822
    05523R107 BAE SYSYTEMS PLC SPO 2,392 2,362
    12637N204 CSL LTD-SPONSORED AD 6,534 8,812
    13645T100 CANADIAN PACIFIC RAI 5,322 8,667
    13961R100 CAPGEMINI SE - UNSPO 2,414 3,145
    23304Y100 DBS GROUP HLDGS LTD 3,207 3,498
    23636T100 DANONE SPONS ADR 3,556 2,672
    25157Y202 DEUTSCHE POST AG SPO 3,290 4,535
    26251A108 DSV PANALPINA A/S AD 4,061 7,310
    29265W207 ENEL SPA ADR 2,255 3,248
    30215C101 EXPERIAN PLC SPON AD 6,782 8,275
    40415F101 HDFC BANK LTD SPON - 6,676 8,310
    48137C108 JULIS BAER GROUP LTD 2,245 3,063
    48241F104 KBC GROEP NV UNSP AD 2,527 2,826
    54338V101 LONZA GROUP AG UNSPO 5,515 5,703
    58733R102 MERCADOLIBRE INC 4,277 11,727
    65558R109 NORDEA BANK ABP - SP 2,484 2,896
    74365P108 PROSUS NV -SPON ADR 3,036 4,381
    80007R105 SANDS CHINA LTD UNSP 4,893 4,668
    80105N105 SANOFI SPONSORED ADR 3,042 2,915
    82509L107 SHOPIFY INC - A W/I 1,626 5,660
    82674R103 SIKA AG-BR-ADR ADR S 3,557 5,174
    83175M205 SMITH & NEPHEW P/C S 8,679 7,801
    87974R208 TEMENOS AG ADR SEDOL 3,378 3,257
    88032Q109 TENCENT HOLDINGS LTD 3,246 5,679
    98850P109 YUM CHINA HOLDINGS I 2,589 2,740
    G0403H108 AON PLC/IRELAND-A SE 3,490 3,592
    G1151C101 ACCENTURE PLC CLASS 5,537 7,836
    G4705A100 ICON PLC SEDOL B94G4 2,132 2,925
    G8473T100 STERIS PLC SEDOL BFY 3,962 5,307
    H01301128 ALCON INC SEDOL BJXB 4,167 4,883
    N07059210 ASML HOLDING NV-NY S 6,857 12,681
    N3167Y103 FERRARI NV - W/I SED 2,993 4,590

    TY 2020 InvestmentsOtherSchedule2
    Name:
    ANSORGE PRIVATE FOUNDATION
    EIN:
    30-0532062
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MUTUAL FUNDS - FIXED      
    MUTUAL FUNDS - EQUITY      
    ETF FIXED      
    ETF EQUITY      
    57071813 BAIRD MIDCAP INST AT COST 52,954 98,528
    316092857 FIDELITY REAL ESTATE AT COST 69,118 88,602
    317609295 SEAFARER OVERSEAS GR AT COST 56,584 73,142
    413838657 OAKMARK INTL SM CAP- AT COST 56,584 66,995
    464287226 ISHARES CORE US AGGR AT COST 329,617 353,034
    464287309 ISHARE S&P 500 GROWT AT COST 167,835 265,236
    464287887 ISHARES S&P SMALL CA AT COST 28,576 48,641
    552983694 MFS VALUE FUND CLASS AT COST 83,746 173,851
    741479109 T ROWE PRICE GROWTH AT COST 113,198 234,475
    779578103 T ROWE PRICE VALUE F AT COST 163,888 205,947
    921937603 VANGUARD TOTAL BD MK AT COST 301,963 322,143
    936793686 WASATCH INTL OPPORTU AT COST 51,035 83,494
    957663503 WESTERN ASSET CORE P AT COST 161,285 174,787
    46090E103 INVESCO QQQ TRUST ET AT COST 60,982 74,356
    46432F339 ISHARES MSCI USA QUA AT COST 53,580 92,619
    52106N459 LAZARD GLOBAL LISTED AT COST 115,604 110,693
    89154Q562 TOUCHSTONE SANDS EM AT COST 56,584 95,556
    89355J656 TRANSAMERICA SM CAP AT COST 20,000 23,942
    92837F763 VIRTUS SEIX FLOATING AT COST 70,384 66,272
    97717X669 WISDOMTREE U.S. QUAL AT COST 93,351 156,376

    TY 2020 OtherDecreasesSchedule
    Name:
    ANSORGE PRIVATE FOUNDATION
    EIN:
    30-0532062
    Description Amount
    2020 TRANSACTIONS POSTED IN 2021 1,251
    TAX COST ADJ FOR WASH SALES 161
    RETURN OF CAPITAL ADJUSTMENT 32
    ROUNDING 10


    TY 2020 OtherExpensesSchedule
    Name:
    ANSORGE PRIVATE FOUNDATION
    EIN:
    30-0532062
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER NON-ALLOCABLE EXPENSE - 4 0   4
    STATE FILING FEES 200 0   200
    MAP MANAGEMENT FEES 1,251 1,251   0
    ADR SERVICE FEES 233 233   0


    TY 2020 OtherIncomeSchedule2
    Name:
    ANSORGE PRIVATE FOUNDATION
    EIN:
    30-0532062
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    FEDERAL TAX REFUND 1,585 0  


    TY 2020 TaxesSchedule
    Name:
    ANSORGE PRIVATE FOUNDATION
    EIN:
    30-0532062
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 738 738   0
    FEDERAL ESTIMATES - PRINCIPAL 825 0   0
    FOREIGN TAXES ON QUALIFIED FOR 120 120   0
    FOREIGN TAXES ON NONQUALIFIED 366 366   0