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
FOSTER I KING TUW XXX-XX-XXXX
 
Number and street (or P.O. box number if mail is not delivered to street address)654 PHILADELPHIA STREET
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
INDIANA, PA15701
A Employer identification number

23-6279999
B Telephone number (see instructions)

(800) 459-3282
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$1,589,388
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)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 35,829 35,779  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -13,991
b Gross sales price for all assets on line 6a 892,597
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).......      
12 Total. Add lines 1 through 11........ 21,838 35,779  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 14,116 8,469   5,646
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)....... 1,262 1,262 0 0
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 735 381   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)....... 100      
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 16,213 10,112 0 5,646
25 Contributions, gifts, grants paid....... 85,000 85,000
26 Total expenses and disbursements. Add lines 24 and 25 101,213 10,112 0 90,646
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -79,375
b Net investment income (if negative, enter -0-) 25,667
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......... 39,139 51,749 51,749
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).......      
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).......... 1,369,752 Click to see attachment1,278,052 1,537,639
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,408,891 1,329,801 1,589,388
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........ 1,408,891 1,329,801
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)..... 1,408,891 1,329,801
30 Total liabilities and net assets/fund balances (see instructions). 1,408,891 1,329,801
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,408,891
2
Enter amount from Part I, line 27a .....................
2
-79,375
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
1,017
4
Add lines 1, 2, and 3 ..........................
4
1,330,533
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
732
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,329,801
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 50000. MORGAN STANLEY 3.000% VARIABLE DUE 02/11/20   2011-02-08 2020-02-11
b 9. AT&T INC   2012-04-18 2020-02-18
c 3. APPLE INC   2016-03-09 2020-02-18
d 16. ARCHER DANIELS MIDLAND CO   2017-11-16 2020-02-18
e 3. BERKSHIRE HATHAWAY INC-CL B   2019-08-23 2020-02-18
26. BERKSHIRE HATHAWAY INC-CL B   2019-06-26 2020-02-18
50. BRISTOL MYERS SQUIBB   2019-04-26 2020-02-18
26. CSX CORPORATION   2018-07-18 2020-02-18
85. CARDINAL HEALTH INC COM   2019-04-26 2020-02-18
1. COMCAST CORP NEW   2018-08-15 2020-02-18
10. CUMMINS ENGINE INC   2018-06-26 2020-02-18
22. DOVER CORP COM   2018-01-17 2020-02-18
9. EDISON INTL   2019-08-23 2020-02-18
50. J P MORGAN CHASE & CO   2019-01-23 2020-02-18
1. J P MORGAN CHASE & CO   2019-08-23 2020-02-18
5. JOHNSON & JOHNSON   2017-11-16 2020-02-18
10. LOCKHEED MARTIN   2018-06-26 2020-02-18
1. MASTERCARD INC CLASS A   2019-08-23 2020-02-18
1. MASTERCARD INC CLASS A   2019-06-26 2020-02-18
18. MASTERCARD INC CLASS A   2018-03-23 2020-02-18
15. MCDONALDS CORP   2019-01-18 2020-02-18
18. METLIFE INC   2018-02-06 2020-02-18
18. MICROSOFT CORP   2014-11-26 2020-02-18
10. PNC BANK CORP   2016-03-09 2020-02-18
37. P P G INDUSTRIES INC   2019-04-26 2020-02-18
2. PEPSICO INCORPORATED   2019-04-26 2020-02-18
11. PRUDENTIAL FINL INC   2018-02-06 2020-02-18
16. REPUBLIC SERVICES INC   2018-01-17 2020-02-18
12. STANLEY BLACK & DECKER, INC.   2019-04-26 2020-02-18
78. TJX COMPANIES INC   2019-06-26 2020-02-18
38. TARGET CORP   2019-01-18 2020-02-18
1. UNITED TECH CORP   2019-08-23 2020-02-18
8. UNITEDHEALTH GROUP INC   2019-06-26 2020-02-18
7. XCEL ENERGY INC COM   2019-08-23 2020-02-18
100. XCEL ENERGY INC COM   2019-01-18 2020-02-18
81. BUNGE LTD   2019-01-18 2020-02-18
16. BUNGE LTD   2019-04-26 2020-02-18
9. BUNGE LTD   2019-08-23 2020-02-18
10. EVEREST RE GROUP LTD COM   2019-01-18 2020-02-18
5. EVEREST RE GROUP LTD COM   2019-04-26 2020-02-18
4542.085 AMER CENTURY SM CAP VALUE FD-I   2019-06-03 2020-03-23
1878.388 HARDING LOEVNER INST EMER MARKETS - CL INST   2018-06-27 2020-03-23
696. JP MORGAN DIV RTN INT ETF   2018-06-26 2020-03-23
713.44 JP MORGAN SM-CAP EQUITY SEL #367 - CL I   2018-08-15 2020-03-23
353.045 NEUBERGER BERMAN GENESIS FD #493 - CL INV   2019-04-05 2020-03-23
106.724 VANGUARD INTL GROWTH FUND #581 - CL ADM   2019-04-05 2020-03-23
167. VANGUARD EXTENDED MARKET ETF   2019-08-08 2020-03-23
1486.833 MUNDER VICTORY TRIVALENT INTL SMALL CAP FD #174 - CL Y   2017-10-25 2020-03-23
354. ISHARES MSCI EAFE INDEX FUND ETF   2018-06-26 2020-03-24
28. CARRIER GLOBAL CORP   2019-08-23 2020-04-30
1375.574 DFA US LARGE COMPANY PORTFOLIO #5127   2020-03-23 2020-04-30
990.225 FIDELITY ADVISOR INTL DISCOV #1402 - CL I   2018-06-27 2020-04-30
153. ISHARES S&P 500 INDEX FUND ETF   2020-03-23 2020-04-30
227. ISHARES S&P 500 INDEX FUND ETF   2019-02-04 2020-04-30
2588.198 NEUBERGER BERMAN RISK BAL COMMOD STRAT FD #1831 - CL INST   2019-02-05 2020-04-30
14. OTIS WORLDWIDE CORP   2019-08-23 2020-04-30
302.928 T ROWE PRICE GROWTH STOCK FD #540 - CL I   2020-03-23 2020-04-30
91. PROSHARES S&P 500 DIVIDEND A ETF   2020-03-23 2020-04-30
998.289 VANGUARD DIVIDEND GROWTH FUND #57 - CL INV   2020-03-23 2020-04-30
163.874 VANGUARD PRIMECAP FD #559 - CL ADM   2020-03-23 2020-04-30
100. WALGREENS BOOTS ALLIANCE INC   2019-04-26 2020-04-30
14. WALGREENS BOOTS ALLIANCE INC   2019-08-23 2020-04-30
2. WALGREENS BOOTS ALLIANCE INC   2020-02-18 2020-04-30
155. INVESCO LTD   2020-02-18 2020-04-30
239. INVESCO LTD   2019-08-23 2020-04-30
.172 FIDELITY NEW MARKETS INC I   2019-02-06 2020-05-22
3502.035 FEDERATED #221 INSTL HI YIELD BD - CL R6   2019-02-05 2020-05-26
51.029 FEDERATED #221 INSTL HI YIELD BD - CL R6   2019-08-09 2020-05-26
44. FIDELITY TOTAL BOND ETF   2019-02-04 2020-05-26
.172 FIDELITY NEW MARKETS INC I   2020-05-26 2020-05-26
48.596 FIDELITY NEW MARKETS INC I   2019-08-09 2020-05-26
2692.267 FIDELITY NEW MARKETS INC I   2019-02-06 2020-05-26
1152.074 JPMORGAN HEDGED EQUITY I   2020-04-30 2020-05-26
82. VANGUARD S/T CORP BOND ETF   2018-01-12 2020-05-26
52. AT&T INC   2018-03-23 2020-07-21
42. ALBEMARLE CORPORATION   2019-07-10 2020-07-21
1. ALPHABET INC - CL A   2019-06-26 2020-07-21
3. ANALOG DEVICES INC   2019-04-26 2020-07-21
8. APPLE INC   2016-03-09 2020-07-21
30. ARCHER DANIELS MIDLAND CO   2018-01-17 2020-07-21
19. ATMOS ENERGY CORPORATION   2020-02-18 2020-07-21
4. BROADCOM INC   2015-09-08 2020-07-21
37. CHEVRON CORPORATION   2018-02-06 2020-07-21
77. COMCAST CORP NEW   2018-08-15 2020-07-21
2. CUMMINS ENGINE INC   2018-06-26 2020-07-21
1. DOVER CORP COM   2018-01-17 2020-07-21
30. EDISON INTL   2019-08-23 2020-07-21
5. FACEBOOK INC A   2019-06-26 2020-07-21
29. INTERCONTINENTAL EXCHANGE IN   2020-04-30 2020-07-21
28. ISHARES MSCI EMERGING MKT ETF   2020-03-23 2020-07-21
33. ISHARES MSCI EAFE INDEX FUND ETF   2018-06-26 2020-07-21
35. ISHARES RUSSELL MID-CAP ETF   2020-03-23 2020-07-21
40. I SHARES INTERNATIONAL SELECT ETF   2020-03-23 2020-07-21
23. J P MORGAN CHASE & CO   2019-08-23 2020-07-21
542.419 JPMORGAN HEDGED EQUITY I   2020-04-30 2020-07-21
3. JOHNSON & JOHNSON   2017-11-16 2020-07-21
6. LAM RESEARCH CORP   2020-02-18 2020-07-21
62. LINCOLN NATIONAL CORP   2019-04-26 2020-07-21
2. MASTERCARD INC CLASS A   2019-08-23 2020-07-21
64. METLIFE INC   2019-04-26 2020-07-21
14. MICROCHIP TECHNOLOGY INC   2018-01-17 2020-07-21
5. ORACLE CORP   2018-01-17 2020-07-21
16. PNC BANK CORP   2018-10-26 2020-07-21
21. P P G INDUSTRIES INC   2019-04-26 2020-07-21
6. PEPSICO INCORPORATED   2019-04-26 2020-07-21
8. PHILIP MORRIS INTERNATIONAL, INC   2020-02-18 2020-07-21
11. PROCTER & GAMBLE CO   2020-04-30 2020-07-21
34. PRUDENTIAL FINL INC   2019-01-18 2020-07-21
17. QUALCOMM INC   2018-03-23 2020-07-21
22. REALTY INCOME CORP REIT   2019-01-18 2020-07-21
1. REPUBLIC SERVICES INC   2018-01-17 2020-07-21
95. REAL ESTATE SELECT SECTOR SPDR ETF   2018-06-26 2020-07-21
134. REAL ESTATE SELECT SECTOR SPDR ETF   2020-04-30 2020-07-21
19. SKYWORKS SOLUTIONS INC   2020-02-18 2020-07-21
7. STANLEY BLACK & DECKER, INC.   2019-04-26 2020-07-21
29. STATE STREET CORP COM   2020-02-18 2020-07-21
2. STRYKER CORPORATION   2020-02-18 2020-07-21
44. TRUIST FINANCIAL CORPORATION   2020-02-18 2020-07-21
5. UNITEDHEALTH GROUP INC   2019-06-26 2020-07-21
112.389 MUNDER VICTORY TRIVALENT INTL SMALL CAP FD #174 - CL Y   2017-10-25 2020-07-21
10. WAL-MART STORES INC   2017-05-23 2020-07-21
8. ACCENTURE, PLC   2019-01-18 2020-07-21
2. EATON CORP PLC   2020-02-18 2020-07-21
15. AT&T INC   2018-10-26 2020-10-08
5. ACTIVISION BLIZZARD INC   2020-07-21 2020-10-08
5. ALBEMARLE CORPORATION   2020-02-18 2020-10-08
16. ALBEMARLE CORPORATION   2019-07-10 2020-10-08
42. ALBEMARLE CORPORATION   2020-04-30 2020-10-08
5. ARCHER DANIELS MIDLAND CO   2018-01-17 2020-10-08
4. BRISTOL MYERS SQUIBB   2019-04-26 2020-10-08
1. BROADCOM INC   2015-09-08 2020-10-08
2. CSX CORPORATION   2018-07-18 2020-10-08
36. COMCAST CORP NEW   2018-08-15 2020-10-08
24. CUMMINS ENGINE INC   2019-08-23 2020-10-08
6. CUMMINS ENGINE INC   2020-04-30 2020-10-08
1. DOVER CORP COM   2018-01-17 2020-10-08
5. ISHARES RUSSELL MID-CAP ETF   2020-03-23 2020-10-08
7. ISHARES RUSSELL 2000 INDEX FD ETF   2020-03-23 2020-10-08
116. LINCOLN NATIONAL CORP   2020-04-30 2020-10-08
47. LINCOLN NATIONAL CORP   2020-02-18 2020-10-08
6. LINCOLN NATIONAL CORP   2019-04-26 2020-10-08
13. MCDONALDS CORP   2019-08-23 2020-10-08
1. MICROSOFT CORP   2014-11-26 2020-10-08
3. MOTOROLA SOLUTIONS INC   2018-07-18 2020-10-08
36. NIKE INC   2020-02-18 2020-10-08
3. NVIDIA CORP   2020-07-21 2020-10-08
31. PNC BANK CORP   2020-04-30 2020-10-08
29. PNC BANK CORP   2019-08-23 2020-10-08
40. PRUDENTIAL FINL INC   2019-08-23 2020-10-08
57. PRUDENTIAL FINL INC   2020-04-30 2020-10-08
14. QUALCOMM INC   2018-03-23 2020-10-08
3. REALTY INCOME CORP REIT   2019-01-18 2020-10-08
1. REPUBLIC SERVICES INC   2018-01-17 2020-10-08
2. STANLEY BLACK & DECKER, INC.   2019-04-26 2020-10-08
1. STATE STREET CORP COM   2020-02-18 2020-10-08
9. STRYKER CORPORATION   2020-02-18 2020-10-08
42. TJX COMPANIES INC   2019-08-23 2020-10-08
27. TARGET CORP   2019-01-18 2020-10-08
16. TRUIST FINANCIAL CORPORATION   2020-02-18 2020-10-08
3. UNITEDHEALTH GROUP INC   2019-06-26 2020-10-08
9.106 VANGUARD SM CAP GROW INDEX FD #5861 - CL ADM   2020-03-23 2020-10-08
12.571 MUNDER VICTORY TRIVALENT INTL SMALL CAP FD #174 - CL Y   2017-10-25 2020-10-08
5. EATON CORP PLC   2020-02-18 2020-10-08
14. MEDTRONIC PLC   2017-11-16 2020-10-08
40000. COCA-COLA CO 3.300% DUE 09/01/21   2012-06-07 2020-10-20
9. LAM RESEARCH CORP   2020-02-18 2020-12-11
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 50,000   50,000  
b 344   256 88
c 958   302 656
d 711   629 82
e 681   593 88
5,899   5,452 447
3,304   2,291 1,013
2,071   1,788 283
5,026   4,053 973
46   35 11
1,660   1,352 308
2,642   1,865 777
693   650 43
6,794   4,931 1,863
136   106 30
748   695 53
4,354   3,021 1,333
342   272 70
342   263 79
6,149   3,013 3,136
3,245   2,525 720
933   813 120
3,376   864 2,512
1,515   796 719
4,414   4,354 60
292   253 39
1,026   1,207 -181
1,604   1,096 508
1,981   1,755 226
4,948   4,152 796
4,474   2,699 1,775
151   124 27
2,418   1,959 459
499   439 60
7,121   3,660 3,461
4,334   5,109 -775
856   786 70
482   481 1
2,888   2,167 721
1,444   1,155 289
20,757   32,385 -11,628
28,007   35,353 -7,346
26,458   40,882 -14,424
25,948   40,900 -14,952
14,111   20,000 -5,889
8,284   10,000 -1,716
12,959   19,699 -6,740
12,802   18,517 -5,715
16,634   24,402 -7,768
487   577 -90
30,730   23,715 7,015
38,906   42,535 -3,629
44,400   34,622 9,778
65,874   60,794 5,080
11,052   14,975 -3,923
708   880 -172
21,702   16,600 5,102
5,784   4,576 1,208
27,443   21,343 6,100
20,622   16,600 4,022
4,343   6,436 -2,093
608   700 -92
87   104 -17
1,321   2,737 -1,416
2,036   3,759 -1,723
2   3 -1
32,394   35,100 -2,706
472   496 -24
2,348   2,164 184
2   2  
675   744 -69
37,369   42,330 -4,961
25,000   22,224 2,776
6,702   6,503 199
1,570   1,650 -80
3,659   2,942 717
1,559   1,085 474
343   344 -1
3,106   806 2,300
1,223   1,205 18
1,933   2,291 -358
1,253   515 738
3,344   4,319 -975
3,272   2,690 582
372   270 102
103   85 18
1,670   2,168 -498
1,205   947 258
2,751   2,600 151
1,225   861 364
2,110   2,215 -105
1,962   1,311 651
1,046   804 242
2,283   2,436 -153
12,112   11,554 558
450   417 33
2,133   1,950 183
2,323   4,636 -2,313
615   544 71
2,458   2,840 -382
1,493   1,345 148
279   254 25
1,716   1,539 177
2,311   2,471 -160
804   759 45
608   702 -94
1,377   1,290 87
2,215   3,619 -1,404
1,563   1,139 424
1,260   1,417 -157
85   69 16
3,290   3,202 88
4,640   5,001 -361
2,608   2,218 390
1,072   1,024 48
1,789   2,245 -456
386   443 -57
1,636   2,379 -743
1,519   1,224 295
1,535   1,585 -50
1,321   796 525
1,782   1,206 576
187   209 -22
428   482 -54
388   404 -16
485   442 43
1,551   1,121 430
4,071   2,586 1,485
244   209 35
247   183 64
373   129 244
155   138 17
1,626   1,258 368
5,307   3,447 1,860
1,327   979 348
112   85 27
303   187 116
1,134   698 436
4,112   4,102 10
1,666   2,838 -1,172
213   396 -183
2,933   2,404 529
210   48 162
488   370 118
4,671   3,679 992
1,655   1,237 418
3,614   3,303 311
3,381   3,662 -281
2,731   3,411 -680
3,892   3,536 356
1,711   771 940
191   191  
93   69 24
348   293 55
65   77 -12
1,973   1,996 -23
2,447   2,234 213
4,375   1,911 2,464
687   865 -178
969   735 234
731   415 316
187   177 10
536   523 13
1,512   1,111 401
40,652   40,722 -70
4,394   2,925 1,469
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
      4,925
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        
b       88
c       656
d       82
e       88
      447
      1,013
      283
      973
      11
      308
      777
      43
      1,863
      30
      53
      1,333
      70
      79
      3,136
      720
      120
      2,512
      719
      60
      39
      -181
      508
      226
      796
      1,775
      27
      459
      60
      3,461
      -775
      70
      1
      721
      289
      -11,628
      -7,346
      -14,424
      -14,952
      -5,889
      -1,716
      -6,740
      -5,715
      -7,768
      -90
      7,015
      -3,629
      9,778
      5,080
      -3,923
      -172
      5,102
      1,208
      6,100
      4,022
      -2,093
      -92
      -17
      -1,416
      -1,723
      -1
      -2,706
      -24
      184
       
      -69
      -4,961
      2,776
      199
      -80
      717
      474
      -1
      2,300
      18
      -358
      738
      -975
      582
      102
      18
      -498
      258
      151
      364
      -105
      651
      242
      -153
      558
      33
      183
      -2,313
      71
      -382
      148
      25
      177
      -160
      45
      -94
      87
      -1,404
      424
      -157
      16
      88
      -361
      390
      48
      -456
      -57
      -743
      295
      -50
      525
      576
      -22
      -54
      -16
      43
      430
      1,485
      35
      64
      244
      17
      368
      1,860
      348
      27
      116
      436
      10
      -1,172
      -183
      529
      162
      118
      992
      418
      311
      -281
      -680
      356
      940
       
      24
      55
      -12
      -23
      213
      2,464
      -178
      234
      316
      10
      13
      401
      -70
      1,469
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 -13,991
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................................ 1 357
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........................... 3 357
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- ..... 5 357
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a  
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 0
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 9 357
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet0 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)
    bulletPA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 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 ofbulletFIRST COMMONWEALTH BANK - TRUST Telephone no.bullet (800) 459-3282

    Located atbullet654 PHILADELPHIA STREETINDIANAPA ZIP+4bullet15701
    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
    First CommonwealthClick to see attachment TRUSTEE
    1
    14,116    
    654 PHILADELPHIA STREET
    INDIANA,PA15701
    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
    1,439,307
    b
    Average of monthly cash balances.......................
    1b
    30,572
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,469,879
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    1,469,879
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    22,048
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,447,831
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    72,392
    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
    72,392
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    357
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    357
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    72,035
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    72,035
    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
    72,035
    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
    90,646
    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
    90,646
    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
    90,646
    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 72,035
    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...... 2,504
    b From 2016...... 8,481
    c From 2017...... 13,136
    d From 2018...... 6,834
    e From 2019...... 18,208
    fTotal of lines 3a through e........ 49,163
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 90,646
    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..... 72,035
    e Remaining amount distributed out of corpus 18,611
    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 67,774
    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) ...
    2,504
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
    65,270
    10 Analysis of line 9:
    a Excess from 2016.... 8,481
    b Excess from 2017.... 13,136
    c Excess from 2018.... 6,834
    d Excess from 2019.... 18,208
    e Excess from 2020.... 18,611
    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).)
    NONE
    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.
    NONE
    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
    FIRST UNITED METHODIST CH TRUSTEES
    MR RONALD MCGLAUGHLIN TREASURER
    427 MIFFLIN STREET
    HUNTINGDON,PA166521593
    NONE PC GENERAL OPERATING PURPOSES 85,000
    Total .................................bullet 3a 85,000
    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 35,829  
    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 -13,991  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   21,838  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    21,838
    (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 AccountingFeesSchedule
    Name:
    FOSTER I KING TUW XXX-XX-XXXX
    EIN:
    23-6279999
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 1,262 1,262    

    TY 2020 CompensationExplanation
    Name:
    FOSTER I KING TUW XXX-XX-XXXX
    EIN:
    23-6279999
    Person Name Explanation
    First Commonwealth Trustee Fees

    TY 2020 InvestmentsOtherSchedule2
    Name:
    FOSTER I KING TUW XXX-XX-XXXX
    EIN:
    23-6279999
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    744320102 PRUDENTIAL FINANCIAL      
    92647K507 VICTORY MUNDER INT'L AT COST 10,074 13,350
    037833100 APPLE COMPUTER INC      
    412295701 HARDING LOEVNER INST      
    L3 HARRIS TECHNOLOGIES INC AT COST 6,917 6,238
    67066G104 NVIDIA CORP AT COST 7,010 8,877
    68389X105 ORACLE SYSTEMS CORP AT COST 7,845 9,898
    931142103 WAL MART STORES INC      
    98389B100 XCEL ENERGY INC      
    20030N101 COMCAST CORPORATION AT COST 8,449 11,947
    57636Q104 MASTERCARD INC CLASS AT COST 7,379 9,637
    747525103 QUALCOMM INC AT COST 5,366 11,426
    81369Y860 REAL ESTATE SELECT S      
    012653101 ALBEMARLE CORPORATIO      
    46625H100 J P MORGAN CHASE & C AT COST 6,597 8,387
    580135101 MC DONALDS CORP AT COST 7,083 7,510
    G5960L103 MEDTRONIC PLC AT COST 12,411 15,580
    00206R102 AT&T INC AT COST 10,662 10,239
    039483102 ARCHER DANIELS MIDLA AT COST 6,278 7,914
    BEST BUY CO INC AT COST 8,054 6,985
    126408103 CSX CORP AT COST 5,086 6,716
    31641Q763 FIDELITY NEW MARKETS      
    478160104 JOHNSON & JOHNSON AT COST 12,948 14,951
    539830109 LOCKHEED MARTIN CORP AT COST 5,479 5,325
    61745E3X7 MORGAN STANLEY 3.000      
    87612E106 TARGET CORP AT COST 5,293 8,827
    191216AV2 COCA-COLA CO 3.300%      
    36962G6F6 GENERAL ELECTRIC 3.1 AT COST 50,127 52,230
    4812A1373 JP MORGAN SM-CAP EQU      
    92206C409 VANGUARD SHORT TERM      
    166764100 CHEVRONTEXACO CORPOR      
    260003108 DOVER CORP AT COST 4,581 6,565
    315910620 FIDELITY ADV INTL DI      
    534187109 LINCOLN NATL CORP IN      
    620076307 MOTOROLA SOLUTIONS I AT COST 8,096 9,863
    G16962105 BUNGE LIMITED      
    31420B847 FEDERATED #221 INSTL      
    464287465 ISHARES MSCI EAFE IN AT COST 37,902 45,527
    59156R108 METLIFE INC AT COST 6,462 7,606
    594918104 MICROSOFT CORP AT COST 16,336 31,584
    00507V109 ACTIVISION BLIZZARD AT COST 10,572 12,163
    693475105 PNC BANK CORPORATION      
    760759100 REPUBLIC SERVICES IN AT COST 4,725 6,067
    931427108 WALLGREENS BOOTS ALL      
    11135F101 BROADCOM INC AT COST 5,882 10,946
    231021106 CUMMINS ENGINE INC      
    595017104 MICROCHIP TECHNOLOGY AT COST 7,934 11,739
    91159JAA4 US BANCORP 2.95% DUE AT COST 50,000 51,958
    316188309 FIDELITY TOTAL BOND AT COST 103,892 113,057
    4812C0381 JP MORGAN CORE BOND AT COST 125,262 132,784
    921937835 VANGUARD TOTAL BOND AT COST 123,382 133,255
    957663669 WESTERN ASSET CORE P AT COST 127,692 137,633
    023135106 AMAZON COM INC COM AT COST 19,774 29,312
    872540109 TJX COMPANIES INC AT COST 7,072 9,356
    713448108 PEPSICO INCORPORATED AT COST 7,105 8,157
    G3223R108 EVEREST RE GROUP LTD      
    G491BT108 INVESCO LTD      
    084670702 BERKSHIRE HATHAWAY I      
    110122108 BRISTOL MYERS SQUBB AT COST 11,554 14,453
    14149Y108 CARDINAL HEALTH INC      
    91324P102 UNITEDHEALTH GROUP I AT COST 10,770 15,079
    854502101 STANLEY BLACK & DECK AT COST 4,320 6,071
    913017109 UNITED TECH CORP      
    G1151C101 ACCENTURE, PLC AT COST 7,548 10,971
    032654105 ANALOG DEVICES INC AT COST 8,875 11,523
    693506107 PPG INDUSTRIES INC AT COST 5,960 8,076
    02079K305 ALPHABET INC-CL A AT COST 15,881 22,784
    30303M102 FACEBOOK INC A AT COST 10,733 14,751
    281020107 EDISON INTL AT COST 6,918 6,659
    464287200 ISHARES S&P 500 INDE      
    46641Q209 JP MORGAN DIV RTN IN      
    025076845 AMER CENTURY SM CAP      
    641224100 NEUBERGER BERMAN GEN      
    64128R889 NEUBERGER BERMAN RIS      
    921910501 VANGUARD INTL GROWTH      
    922908652 VANGUARD EXTENDED MA      
    756109104 REALTY INCOME CORP R AT COST 7,364 7,212
    ISHARES TIPS BOND ETF AT COST 10,562 11,106
    VANGUARD SHORT-TERM TIPS AT COST 10,611 10,884
    NIKE INC AT COST 5,811 8,630
    PHILIP MORRIS INTERNATIONAL AT COST 7,987 7,948
    PROCTER & GAMBLE CO AT COST 6,384 7,514
    WAL-MART STORES INC AT COST 5,279 7,784
    CHEVRON CORPORATION AT COST 15,794 13,343
    BLACKROCK INC AT COST 6,663 7,937
    FIFTH THIRD BANCORP AT COST 6,446 7,471
    GOLDMAN SACHS GROUP INC AT COST 6,640 8,439
    INTERCONTINENTAL EXCHANGE INC AT COST 5,827 7,494
    STATE STREET CORP COM AT COST 7,225 7,351
    TRUST FINANCIAL CORPORATION AT COST 6,971 7,477
    AMERISOURCEBERGEN INC AT COST 15,164 14,371
    STRYKER CORPORATION AT COST 13,656 15,928
    EATON CORP PLC AT COST 5,255 6,488
    RAYTHEON TECH CORP AT COST 6,438 6,936
    UNITED PARCEL SERVICE INC AT COST 5,758 5,557
    APPLE INC AT COST 16,191 42,593
    LAM RESEARCH CORP AT COST 5,272 8,501
    SKYWORKS SOLUTIONS INC AT COST 7,042 9,479
    SHERWIN-WILLIAMS CO AT COST 6,885 7,349
    ATMOS ENERGY CORPORATION AT COST 6,950 5,726
    ISHARES MSCI EMERGING MKT ETF AT COST 9,354 13,848
    ISHARES RUSSELL MID-CAP ETF AT COST 30,066 46,203
    SHARES RUSSELL 2000 INDEX FD E AT COST 33,513 49,407
    ISHARES INTERNATIONAL SELECT E AT COST 35,836 46,356
    VANGUARD SM CAP GROW INDEX FD AT COST 31,933 47,635
    DIGITAL REALTY TRUST INC REIT AT COST 6,889 6,696

    TY 2020 OtherDecreasesSchedule
    Name:
    FOSTER I KING TUW XXX-XX-XXXX
    EIN:
    23-6279999
    Description Amount
    2020 INCOME POSTED IN 2021 551
    MUTUAL FD INCOME ALLOC TO TC 924 2
    FLOWERS FOR GRAVESITE 155
    NET ROC ADJUSTMENT 24


    TY 2020 OtherExpensesSchedule
    Name:
    FOSTER I KING TUW XXX-XX-XXXX
    EIN:
    23-6279999
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER ALLOCABLE EXPENSE-PRINCI 100 0   0


    TY 2020 OtherIncreasesSchedule
    Name:
    FOSTER I KING TUW XXX-XX-XXXX
    EIN:
    23-6279999
    Description Amount
    2019 INCOME POSTED IN 2020 895
    DELAYED MUTUAL FUND INCOME TC 900 48
    ROUNDING 1
    2020 FIFTH THIRD DIV REVERSED 2021 73


    TY 2020 TaxesSchedule
    Name:
    FOSTER I KING TUW XXX-XX-XXXX
    EIN:
    23-6279999
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 140 140   0
    FEDERAL TAX PAYMENT - PRIOR YE 354 0   0
    FOREIGN TAXES ON QUALIFIED FOR 226 226   0
    FOREIGN TAXES ON NONQUALIFIED 15 15   0