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
SIMON B K TTEE B K SIMON ED FDN-TR
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 185
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH, PA152300185
A Employer identification number

25-1880653
B Telephone number (see instructions)

(412) 234-1584
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$1,021,689J 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... 16,423 15,556  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 10,516
b Gross sales price for all assets on line 6a 164,408
7 Capital gain net income (from Part IV, line 2)... 10,516
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........ 26,939 26,072  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 3,273 1,964   1,309
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 859 436   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).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 4,132 2,400 0 1,309
25 Contributions, gifts, grants paid....... 81,971 81,971
26 Total expenses and disbursements. Add lines 24 and 25 86,103 2,400 0 83,280
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -59,164
b Net investment income (if negative, enter -0-) 23,672
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............. 1,274 1,813 1,813
2 Savings and temporary cash investments......... 108,280 86,751 86,751
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).......... 719,907 Click to see attachment681,650 933,125
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) 829,461 770,214 1,021,689
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........ 829,461 770,214
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)..... 829,461 770,214
30 Total liabilities and net assets/fund balances (see instructions). 829,461 770,214
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
829,461
2
Enter amount from Part I, line 27a .....................
2
-59,164
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
2
4
Add lines 1, 2, and 3 ..........................
4
770,299
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
85
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
770,214
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 .75 TRUIST FINL CORP   2019-11-06 2020-01-02
b 20. CISCO SYS INC   2018-10-11 2020-01-09
c 10. NVIDIA CORP   2016-10-13 2020-01-09
d 40. MARVELL TECHNOLOGY GROUP LTD 0.002   2018-10-11 2020-01-09
e 13. DUPONT DE NEMOURS INC   2015-05-13 2020-01-10
10. DOLLAR TREE INC   2019-03-19 2020-01-13
6. ALIGN TECHNOLOGY INC   2018-10-11 2020-01-23
20. BOSTON SCIENTIFIC CORP COM   2018-10-18 2020-01-23
20. TAIWAN SEMICONDUCTOR ADR   2019-04-04 2020-01-23
3. UNITED HEALTH GROUP INC   2019-11-18 2020-01-23
10. CVS CORP   2018-10-11 2020-01-31
30. EXELON CORP   2019-08-27 2020-01-31
10. EXELON CORP   2015-08-20 2020-01-31
3. VERTEX PHARMACEUTICALS INC   2019-06-19 2020-01-31
50. AT&T INC   2019-09-11 2020-02-03
20. COMCAST CORP NEW CL A   2017-03-17 2020-02-03
40. MARVELL TECHNOLOGY GROUP LTD 0.002   2018-10-11 2020-02-03
4. DOLLAR TREE INC   2019-03-19 2020-02-10
10. DOLLAR TREE INC   2019-01-29 2020-02-10
20. AT&T INC   2019-09-11 2020-02-12
1. AMGEN INC   2019-08-16 2020-02-14
30. CISCO SYS INC   2018-10-11 2020-02-19
1. KLA TENCOR CORP   2019-10-28 2020-02-24
10. ABBOTT LABORATORIES   2020-01-23 2020-02-28
20. COMCAST CORP NEW CL A   2015-05-13 2020-03-03
40. MGM MIRAGE   2018-10-11 2020-03-04
.296 INGERSOLL RAND INC   2018-10-11 2020-03-09
2. S & P GLOBAL INC   2019-06-19 2020-03-09
2. S & P GLOBAL INC   2019-09-17 2020-03-09
4. ACCENTURE PLC IRELAND SHS CL A   2019-05-09 2020-03-09
1. ACCENTURE PLC IRELAND SHS CL A   2019-05-09 2020-03-11
1. KLA TENCOR CORP   2019-10-28 2020-03-12
20. NIKE INC CL B   2018-10-11 2020-03-13
11. ADOBE SYS INC COM   2018-10-11 2020-03-16
5917.16 BNY MELLON S/T US GVT SECS FD CL M   2016-08-09 2020-03-16
10. NXP SEMICONDUCTORS N V   2019-09-11 2020-03-16
10. EXACT SCIENCES CORP   2018-10-11 2020-03-17
20. MGM MIRAGE   2020-03-16 2020-03-19
80. MGM MIRAGE   2018-10-11 2020-03-19
20. PHILIP MORRIS INTERNATIONAL   2015-05-13 2020-03-19
8. HOME DEPOT INC USD 0.05   2020-01-13 2020-03-20
10. SYNCHRONY FINANCIAL   2019-11-08 2020-03-24
30. SYNCHRONY FINANCIAL   2016-10-05 2020-03-24
4. VISA INC   2016-07-20 2020-03-24
13.3333 DOW INC.   2015-05-13 2020-03-25
9.6667 DOW INC.   2019-04-12 2020-03-25
10. DISNEY (WALT) COMPANY HOLDING CO.   2015-05-13 2020-03-30
20. EXXON MOBIL CORP   2019-05-09 2020-03-30
30. AT&T INC   2019-08-27 2020-04-03
5. CONSTELLATION BRANDS INC   2015-08-13 2020-04-03
20. CARRIER GLOBAL CORP   2019-10-21 2020-04-08
10. INGERSOLL RAND INC   2020-03-16 2020-04-08
35. INGERSOLL RAND INC   2015-05-13 2020-04-08
20. EXELON CORP   2015-08-21 2020-04-15
2. NEXTERA ENERGY INC   2020-03-16 2020-04-15
4. SEMPRA ENERGY   2020-01-31 2020-04-15
10. MERCK & CO INC   2020-03-16 2020-05-04
10. MERCK & CO INC   2015-05-13 2020-05-04
2. THERMO ELECTRON CORP   2020-03-16 2020-05-06
4. SALESFORCE COM INC   2020-03-16 2020-05-14
10. TAIWAN SEMICONDUCTOR ADR   2019-04-04 2020-05-19
10. TAIWAN SEMICONDUCTOR ADR   2020-03-16 2020-05-19
20. TAIWAN SEMICONDUCTOR ADR   2019-04-03 2020-05-26
4. JOHNSON & JOHNSON COM   2019-03-08 2020-06-03
1. VERTEX PHARMACEUTICALS INC   2019-06-19 2020-06-03
2. VERTEX PHARMACEUTICALS INC   2020-03-16 2020-06-03
2. ADOBE SYS INC COM   2018-10-11 2020-06-04
5. MICROSOFT CORP COM   2019-11-15 2020-06-04
3. ATLASSIAN CORP PLC-CLASS A   2019-06-24 2020-06-04
2. ATLASSIAN CORP PLC-CLASS A   2020-03-16 2020-06-04
2. AMGEN INC   2019-08-16 2020-06-10
2. JOHNSON & JOHNSON COM   2017-08-10 2020-06-10
10. MERCK & CO INC   2015-05-13 2020-06-10
10. SQUARE INC - A   2019-04-11 2020-06-11
20. TRUIST FINL CORP   2019-11-06 2020-06-11
1. BIOGEN IDEC INC   2020-03-17 2020-06-16
20. CVS CORP   2019-01-07 2020-06-23
20. MERCK & CO INC   2015-06-09 2020-06-23
1. UNITED HEALTH GROUP INC   2019-11-18 2020-06-23
3. JOHNSON & JOHNSON COM   2020-03-16 2020-06-25
13. JOHNSON & JOHNSON COM   2017-08-10 2020-06-25
20. T-MOBILES US INC- RIGHTS 12/25/50   2020-06-26 2020-06-30
10. AT&T INC   2019-08-27 2020-07-06
10. AT&T INC   2020-03-16 2020-07-06
3. SQUARE INC - A   2019-04-11 2020-07-13
7. PAYPAL HOLDINGS INC   2019-07-29 2020-07-15
1. TRADE DESK INC/THE   2020-03-09 2020-07-15
2. ADOBE SYS INC COM   2015-05-13 2020-07-16
5. SALESFORCE COM INC   2020-03-16 2020-07-16
2. UNITED HEALTH GROUP INC   2019-11-18 2020-07-17
1. VERTEX PHARMACEUTICALS INC   2019-06-05 2020-07-17
5. PROCTER & GAMBLE CO COM   2020-03-19 2020-07-27
10. ADVANCED MICRO DEVICES INC   2020-03-16 2020-08-03
10. ADVANCED MICRO DEVICES INC   2019-01-31 2020-08-03
10. EXELON CORP   2020-03-16 2020-08-03
1. NEXTERA ENERGY INC   2020-03-16 2020-08-03
1. NEXTERA ENERGY INC   2018-10-11 2020-08-03
2. PAYPAL HOLDINGS INC   2019-10-28 2020-08-03
8. PAYPAL HOLDINGS INC   2019-04-10 2020-08-03
1. S & P GLOBAL INC   2019-06-19 2020-08-07
2. S & P GLOBAL INC   2020-03-16 2020-08-07
13. BIOMARIN PHARMACEUTICAL INC   2020-06-25 2020-08-24
1. ALPHABET INC/CA   2020-03-16 2020-09-01
1. KLA TENCOR CORP   2019-10-28 2020-09-01
1. PAYPAL HOLDINGS INC   2019-04-10 2020-09-01
1. SQUARE INC - A   2019-04-11 2020-09-01
1. CONSTELLATION BRANDS INC   2020-03-16 2020-09-02
8. CONSTELLATION BRANDS INC   2015-08-13 2020-09-02
2. NVIDIA CORP   2020-01-23 2020-09-04
1. COSTCO WHSL CORP NEW   2020-03-16 2020-09-17
9. NIKE INC CL B   2018-10-11 2020-09-17
10. YUM BRANDS INC   2020-02-10 2020-09-29
30. EXXON MOBIL CORP   2019-05-09 2020-10-07
7. ELI LILLY & CO COM   2020-06-23 2020-10-28
6. VERTEX PHARMACEUTICALS INC   2019-06-05 2020-10-30
7. DISNEY (WALT) COMPANY HOLDING CO.   2015-05-13 2020-11-02
1. AMGEN INC   2020-03-16 2020-11-11
5. AMGEN INC   2019-08-16 2020-11-11
2. AMGEN INC   2020-06-25 2020-11-11
3. COSTCO WHSL CORP NEW   2015-05-13 2020-11-11
5. DOLLAR GENERAL CORP   2020-03-30 2020-11-11
4.3144 VIATRIS INC   2020-03-16 2020-11-20
4.9632 VIATRIS INC   2020-06-03 2020-11-20
3.7224 VIATRIS INC   2017-10-25 2020-11-20
.6487 VIATRIS INC   2020-03-16 2020-11-25
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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 42   41 1
b 944   908 36
c 2,445   1,911 534
d 1,042   700 342
e 781   930 -149
908   1,039 -131
1,627   1,885 -258
868   751 117
1,140   858 282
895   822 73
679   760 -81
1,422   1,387 35
474   341 133
674   541 133
1,851   1,927 -76
858   729 129
969   700 269
348   408 -60
870   958 -88
764   771 -7
223   204 19
1,380   1,362 18
155   174 -19
760   906 -146
845   627 218
917   1,056 -139
7   7  
490   459 31
490   511 -21
659   693 -34
164   173 -9
133   174 -41
1,494   1,507 -13
3,295   2,630 665
69,882   70,000 -118
787   1,100 -313
425   672 -247
159   228 -69
637   2,112 -1,475
1,299   1,877 -578
1,296   1,676 -380
145   369 -224
436   840 -404
604   318 286
400   626 -226
290   560 -270
974   1,091 -117
752   1,529 -777
825   1,044 -219
656   637 19
280   451 -171
249   210 39
872   605 267
741   662 79
475   415 60
486   641 -155
766   719 47
766   591 175
673   566 107
665   520 145
511   420 91
511   462 49
1,025   808 217
591   550 41
277   180 97
554   421 133
771   478 293
919   748 171
516   390 126
344   247 97
453   408 45
294   270 24
812   591 221
868   756 112
756   1,098 -342
283   306 -23
1,292   1,378 -86
1,545   1,182 363
298   274 24
418   392 26
1,813   1,736 77
3     3
303   348 -45
303   326 -23
376   227 149
1,191   784 407
427   222 205
844   154 690
916   650 266
616   548 68
293   174 119
632   576 56
780   412 368
780   245 535
380   313 67
278   208 70
278   172 106
393   216 177
1,574   864 710
345   229 116
689   445 244
950   1,607 -657
1,636   1,103 533
206   174 32
208   107 101
168   76 92
187   122 65
1,499   1,013 486
976   503 473
338   288 50
1,049   678 371
908   826 82
1,001   2,294 -1,293
927   1,124 -197
1,247   1,038 209
845   761 84
241   196 45
1,205   1,021 184
482   468 14
1,117   429 688
1,072   739 333
74   67 7
86   77 9
64   56 8
11   8 3
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      5,506
      5,506
      5,506
      5,506
      5,506
      5,506
      5,506
      5,506
      5,506
      5,506
      5,506
      5,506
      5,506
      5,506
      5,506
      5,506
      5,506
      5,506
      5,506
      5,506
      5,506
      5,506
      5,506
      5,506
      5,506
      5,506
      5,506
      5,506
      5,506
      5,506
      5,506
      5,506
      5,506
      5,506
      5,506
      5,506
      5,506
      5,506
      5,506
      5,506
      5,506
      5,506
      5,506
      5,506
      5,506
      5,506
      5,506
      5,506
      5,506
      5,506
      5,506
      5,506
      5,506
      5,506
      5,506
      5,506
      5,506
      5,506
      5,506
      5,506
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       1
b       36
c       534
d       342
e       -149
      -131
      -258
      117
      282
      73
      -81
      35
      133
      133
      -76
      129
      269
      -60
      -88
      -7
      19
      18
      -19
      -146
      218
      -139
       
      31
      -21
      -34
      -9
      -41
      -13
      665
      -118
      -313
      -247
      -69
      -1,475
      -578
      -380
      -224
      -404
      286
      -226
      -270
      -117
      -777
      -219
      19
      -171
      39
      267
      79
      60
      -155
      47
      175
      107
      145
      91
      49
      217
      41
      97
      133
      293
      171
      126
      97
      45
      24
      221
      112
      -342
      -23
      -86
      363
      24
      26
      77
      3
      -45
      -23
      149
      407
      205
      690
      266
      68
      119
      56
      368
      535
      67
      70
      106
      177
      710
      116
      244
      -657
      533
      32
      101
      92
      65
      486
      473
      50
      371
      82
      -1,293
      -197
      209
      84
      45
      184
      14
      688
      333
      7
      9
      8
      3
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 10,516
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................................ 1 329
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........................... 3 329
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- ..... 5 329
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 595
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.............. 7 595
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 10 266
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet266 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 ofbulletBNY MELLON NA Telephone no.bullet (412) 234-1584

    Located atbulletPO BOX 185PITTSBURGHPA ZIP+4bullet152300185
    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
     
    No
    .........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
    BNY MELLON N A TRUSTEE
    0     		3,273    
    PO BOX 185
    PITTSBURGH,PA152300185
    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
    822,284
    b
    Average of monthly cash balances.......................
    1b
    94,105
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    916,389
    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
    916,389
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    13,746
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    902,643
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    45,132
    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
    45,132
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    329
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    329
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    44,803
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    44,803
    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
    44,803
    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
    83,280
    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
    83,280
    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
    83,280
    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 44,803
    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...... 42,035
    b From 2016...... 37,218
    c From 2017...... 35,757
    d From 2018...... 40,054
    e From 2019...... 33,144
    fTotal of lines 3a through e........ 188,208
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 83,280
    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..... 44,803
    e Remaining amount distributed out of corpus 38,477
    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 5 226,685
    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) ...     		42,035
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		184,650
    10 Analysis of line 9:
    a Excess from 2016.... 37,218
    b Excess from 2017.... 35,757
    c Excess from 2018.... 40,054
    d Excess from 2019.... 33,144
    e Excess from 2020.... 38,477
    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
    ROBERT MORRIS UNIVERSITY
    6001 UNIVERSITY BLVD
    MOON TOWNSHIP,PA151081189     		NONE PC GENERAL OPERATING 81,971
    Total .................................bullet 3a 81,971
    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 16,423  
    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 10,516  
    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)..   26,939  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    26,939
    (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 InvestmentsOtherSchedule2
    Name:
    SIMON B K TTEE B K SIMON ED FDN-TR
    EIN:
    25-1880653
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    166764100 CHEVRONTEXACO CORP AT COST 5,024 4,391
    29444U700 EQUINIX INC AT COST 2,902 4,285
    30161N101 EXELON CORP AT COST 1,461 2,111
    65339F101 NEXTERA ENERGY INC AT COST 2,239 4,012
    67066G104 NVIDIA CORP AT COST 2,818 8,877
    808513105 SCHWAB CHARLES CORP AT COST 1,544 2,652
    21036P108 CONSTELLATION BRANDS      
    254687106 DISNEY (WALT) COMPAN AT COST 2,205 3,986
    87165B103 SYNCHRONY FINANCIAL AT COST 3,844 5,554
    30063P105 EXACT SCIENCES CORP      
    464288448 ISHARES DJ EPAC SEL AT COST 33,680 29,470
    58933Y105 MERCK & CO INC      
    654106103 NIKE INC CL B AT COST 2,405 6,083
    882508104 TEXAS INSTRUMENTS IN AT COST 4,209 5,909
    91913Y100 VALERO ENERGY CORP N AT COST 1,351 1,414
    594918104 MICROSOFT CORP COM AT COST 10,168 22,909
    595112103 MICRON TECHNOLOGY AT COST 4,415 8,270
    717081103 PFIZER INC COM AT COST 3,777 4,049
    718172109 PHILIP MORRIS INTERN AT COST 4,100 4,305
    723787107 PIONEER NAT RES CO AT COST 2,271 1,822
    742718109 PROCTER & GAMBLE CO AT COST 3,868 5,566
    91324P102 UNITED HEALTH GROUP AT COST 3,914 7,014
    922042858 VANGUARD INTL EQUITY AT COST 32,502 50,110
    464287465 ISHARES MSCI EAFE IN AT COST 20,915 25,536
    701765505 PARNASSUS MID CAP FU AT COST 27,183 40,809
    872590104 T -MOBILE US INC AT COST 1,314 2,697
    G5876H105 MARVELL TECHNOLOGY G      
    03027X100 AMERICAN TOWER CORP- AT COST 1,569 2,694
    110122108 BRISTOL MYERS SQUIBB AT COST 3,417 3,722
    244199105 DEERE & COMPANY AT COST 3,079 6,457
    002824100 ABBOTT LABORATORIES AT COST 2,274 4,380
    126408103 CSX CORP COM AT COST 2,321 5,445
    17275R102 CISCO SYS INC      
    92826C839 VISA INC AT COST 4,586 10,499
    64110L106 NETFLIX COM INC AT COST 1,491 2,163
    988498101 YUM BRANDS INC AT COST 1,631 2,714
    609207105 MONDELEZ INTERNATION AT COST 2,916 4,093
    02079K305 ALPHABET INC/CA AT COST 4,434 12,268
    20030N101 COMCAST CORP NEW CL AT COST 2,142 3,668
    30303M102 FACEBOOK INC AT COST 5,507 11,746
    00724F101 ADOBE SYS INC COM AT COST 618 4,001
    05569M814 BNY MELLON INTERMEDI AT COST 51,037 52,437
    05569M830 BNY MELLON BOND FD C AT COST 25,000 26,279
    464287176 ISHARES BARCLAYS TIP AT COST 55,074 63,825
    G5960L103 MEDTRONIC PLC AT COST 3,854 4,686
    016255101 ALIGN TECHNOLOGY INC      
    023135106 AMAZON COM INC AT COST 9,106 19,542
    101137107 BOSTON SCIENTIFIC CO AT COST 3,928 3,955
    150870103 CELANESE CORP DEL AT COST 3,904 5,457
    438516106 HONEYWELL INTL INC AT COST 3,102 6,381
    G06242104 ATLASSIAN CORP PLC-C AT COST 783 2,339
    G29183103 EATON CORP PLC AT COST 2,354 4,685
    G47791101 INGERSOLL-RAND PLC      
    037833100 APPLE COMPUTER INC C AT COST 11,162 29,192
    060505104 BANK AMER CORP AT COST 2,527 4,547
    126650100 CVS CORP AT COST 1,771 2,049
    437076102 HOME DEPOT INC USD 0 AT COST 2,048 4,516
    452308109 ILLINOIS TOOL WORKS AT COST 2,558 5,301
    46625H100 J P MORGAN CHASE & C AT COST 6,438 8,132
    552953101 MGM MIRAGE      
    478160104 JOHNSON & JOHNSON CO      
    78463X749 SPDR DJ GLOBAL REAL AT COST 14,598 13,338
    929089100 VOYA FINANCIAL INC AT COST 2,005 4,117
    05569M780 BNY MELLON S/T US GV      
    05569M509 BNY MELLON MID CAP S AT COST 16,172 25,080
    22160K105 COSTCO WHSL CORP NEW AT COST 1,117 3,014
    N6596X109 NXP SEMICONDUCTORS N      
    G1151C101 ACCENTURE PLC IRELAN      
    00287Y109 ABBVIE INC AT COST 4,717 6,429
    12572Q105 CME GROUP INC AT COST 4,267 4,369
    031162100 AMGEN INC      
    44134R735 HOTCHKIS & WILEY HIG AT COST 12,000 11,659
    880208400 TEMPLETON GLOBAL BD AT COST 17,625 15,275
    913017109 UNITED TECHNOLOGIES      
    00206R102 AT&T INC      
    05587N737 BNYM OPPORT SM CAP-Y AT COST 19,059 26,641
    05588M100 BNYM MIDCAP INDEX FU AT COST 10,154 19,799
    461202103 INTUIT INC COM AT COST 1,738 2,659
    852234103 SQUARE INC - A AT COST 1,879 5,659
    05587K824 BNYM SEL MGR S/C VAL AT COST 19,027 27,926
    05588D753 BNY MELLON INTL EQTY AT COST 23,898 30,992
    260557103 DOW INC.      
    482480100 KLA TENCOR CORP AT COST 1,787 2,848
    874039100 TAIWAN SEMICONDUCTOR      
    30231G102 EXXON MOBIL CORP      
    89832Q109 TRUIST FINL CORP AT COST 3,979 4,505
    05587N794 BNYM GLBL RL RTRN -Y AT COST 29,507 33,323
    883556102 THERMO ELECTRON CORP AT COST 2,360 4,192
    921075297 VAN ECK CM COMMODITY AT COST 12,000 12,579
    007903107 ADVANCED MICRO DEVIC AT COST 1,220 4,586
    256746108 DOLLAR TREE INC      
    70450Y103 PAYPAL HOLDINGS INC AT COST 3,329 7,494
    026874784 AMERICAN INTERNATION AT COST 5,578 5,300
    78409V104 S & P GLOBAL INC AT COST 2,635 3,945
    92532F100 VERTEX PHARMACEUTICA      
    05589K400 BNYM FLTNG RT INC-Y AT COST 12,000 11,620
    09661F701 BNYM INTL SMALL CAP- AT COST 19,240 21,547
    191216100 COCA-COLA CO USD AT COST 5,278 5,484
    26614N102 DUPONT DE NEMOURS IN      
    009158106 AIR PRODUCTS AND CHE AT COST 2,704 3,552
    15135B101 CENTENE CORP DEL AT COST 1,901 1,801
    83088M102 SKYWORKS SOLUTIONS I AT COST 1,709 1,987
    517834107 LAS VEGAS SANDS CORP AT COST 2,991 3,576
    G8994E103 TRANE TECHNOLOGIES P AT COST 2,681 6,677
    816851109 SEMPRA ENERGY AT COST 2,444 2,166
    55024U109 LUMENTUM HOLDINGS IN AT COST 2,076 2,844
    16119P108 CHARTER COMMUNICATIO AT COST 3,862 5,292
    22788C105 CROWDSTRIKE HOLDINGS AT COST 1,094 2,754
    75513E101 RAYTHEON TECHNOLOGIE AT COST 1,505 1,430
    302491303 F M C CORP COM NEW AT COST 1,286 1,379
    79466L302 SALESFORCE COM INC AT COST 1,171 2,003
    67103H107 O'REILLY AUTOMOTIVE AT COST 1,860 1,810
    G46188101 HORIZON THERAPEUTICS AT COST 1,500 1,463
    256677105 DOLLAR GENERAL CORP AT COST 1,261 1,893
    68902V107 OTIS WORLDWIDE CORP AT COST 1,974 2,702
    532457108 ELI LILLY & CO COM AT COST 3,001 3,208
    88339J105 TRADE DESK INC/THE AT COST 721 3,204

    TY 2020 OtherDecreasesSchedule
    Name:
    SIMON B K TTEE B K SIMON ED FDN-TR
    EIN:
    25-1880653
    Description Amount
    PY RETURN OF CAPITAL ADJ 85


    TY 2020 OtherIncreasesSchedule
    Name:
    SIMON B K TTEE B K SIMON ED FDN-TR
    EIN:
    25-1880653
    Description Amount
    ROUNDING 2


    TY 2020 TaxesSchedule
    Name:
    SIMON B K TTEE B K SIMON ED FDN-TR
    EIN:
    25-1880653
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 324 324   0
    FEDERAL ESTIMATES - INCOME 423 0   0
    FOREIGN TAXES ON NONQUALIFIED 112 112   0