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
PHILIP & PATRICIA MUCK CHARITABLE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)C/O SMITHFIELD TRUST CO 20 STANWI
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH, PA152224801
A Employer identification number

38-7097514
B Telephone number (see instructions)

(412) 261-0779
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$19,593,630J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 447,605 409,946  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 773,995
b Gross sales price for all assets on line 6a 7,462,424
7 Capital gain net income (from Part IV, line 2)... 773,995
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........ 1,221,600 1,183,941  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... Click to see attachment 16,940 16,940 0 0
b Accounting fees (attach schedule)....... Click to see attachment 2,150 2,150 0 0
c Other professional fees (attach schedule).... Click to see attachment 72,998 70,748   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 22,725 7,916   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings....... 531 531 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 8,599 7,020    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 123,943 105,305 0 0
25 Contributions, gifts, grants paid....... 663,000 663,000
26 Total expenses and disbursements. Add lines 24 and 25 786,943 105,305 0 663,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 434,657
b Net investment income (if negative, enter -0-) 1,078,636
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............. 48,294 0  
2 Savings and temporary cash investments......... 7,615,929 194,801 194,801
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) 3,933,779    
b Investments—corporate stock (attach schedule)....... 4,913,648 12,293,592 14,053,486
c Investments—corporate bonds (attach schedule)....... 444,415 4,897,027 5,032,499
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 216,680 216,680 312,844
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) 17,172,745 17,602,100 19,593,630
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment5,000  
23 Total liabilities (add lines 17 through 22)......... 5,000 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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 17,167,745 17,602,100
29 Total net assets or fund balances (see instructions)..... 17,167,745 17,602,100
30 Total liabilities and net assets/fund balances (see instructions). 17,172,745 17,602,100
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
17,167,745
2
Enter amount from Part I, line 27a .....................
2
434,657
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
3
4
Add lines 1, 2, and 3 ..........................
4
17,602,405
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
305
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
17,602,100
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 1325. AAON INC COM PAR $0.004   2019-03-20 2020-01-02
b 200. AT&T INC COM   2014-09-30 2020-01-09
c 215. ABBOTT LABS COM   2003-01-03 2020-01-09
d 217. ABBVIE INC COM   2003-01-03 2020-01-06
e 200. ALTRIA GROUP INC COM   2014-09-30 2020-01-02
631. AMERISOURCEBERGEN CORP COM   2019-03-20 2020-01-02
51. AMGEN INC COM   2003-11-05 2020-01-06
35000. BARCLAYS BK PLC 0.00% DUE 02/03/2020   2019-03-20 2020-02-03
1166. CDW CORP COM   2019-03-20 2020-01-02
222. CVS HEALTH CORP   2019-03-20 2020-01-09
380. CAPITAL ONE FINL CORP COM   2019-03-20 2020-01-09
100000. CENTRAL VALLEY SCH DIST PA 3.125% DUE 12/1/2035   2019-03-20 2020-01-07
168. COCA COLA CO COM   2003-11-05 2020-01-09
195. CUMMINS INC COM   2019-02-27 2020-01-02
540. DISCOVER FINL SVCS COM   2019-03-20 2020-01-09
277. DUKE ENERGY CORP NEW COM NEW   2003-11-05 2020-01-09
800. EBAY INC COM   2019-03-20 2020-01-24
200000. ERIE PA PKG AUTH 3.125% DUE 09/01/2035   2019-03-20 2020-01-07
452. FACTSET RESH SYS INC COM   2019-03-20 2020-01-02
100000. FLORIDA STATE BRD ED PUB 3.00% DUE 06/01/2029   2019-03-20 2020-01-07
100. FORTUNE BRANDS HOME & SEC IN COM   2019-03-20 2020-01-02
2000. FREEPORT-MCMORAN COPPER & GO CL B   2019-03-20 2020-01-09
600. GENERAL ELEC CO COM   2019-03-20 2020-01-02
100000. GROVE CITY PA 3.35% DUE 12/01/2036   2019-03-20 2020-01-07
40000. GS FIN GROUP 0.00% DUE 02/03/2020   2019-03-20 2020-02-03
100000. HAMPTON TWP PA SCH DIST 3.00% DUE 08/15/2031   2019-03-20 2020-01-07
100000. HARRIS CNTY TEX MUN UTIL 3.20% DUE 03/01/2028   2019-03-20 2020-01-07
100000. HERNANDO CNTY FL SCH BRD 3.00% DUE 07/01/2035   2019-03-20 2020-01-07
521. ISHARES TR RUSSELL MIDCAP   2019-03-20 2020-10-05
47. SMALL CAP (IWM)   2006-02-16 2020-08-31
55. ULTRA SHORT TERM (NEAR)   2020-01-14 2020-03-27
259. ULTRA SHORT TERM (NEAR)   2020-01-02 2020-03-27
16. ULTRA SHORT TERM (NEAR)   2020-01-02 2020-08-11
4. ULTRA SHORT TERM (NEAR)   2019-12-20 2020-08-11
160. ULTRA SHORT TERM (NEAR)   2019-12-20 2020-08-11
319. ULTRA SHORT TERM (NEAR)   2020-01-24 2020-08-13
663. ULTRA SHORT TERM (NEAR)   2020-01-24 2020-12-04
482. ULTRA SHORT TERM (NEAR)   2020-01-08 2020-12-04
240. JOHNSON & JOHNSON COM   2003-01-03 2020-01-02
175. JOHNSON & JOHNSON COM   2019-03-20 2020-01-02
100000. JOHNSTOWN PA REDEV SWR 3.25% DUE 08/15/2034   2019-03-20 2020-01-07
252. JONES LANG LASALLE INC COM   2019-03-20 2020-01-09
100. KIMBERLY-CLARK CORP COM   2016-09-12 2020-01-02
170. KIMBERLY-CLARK CORP COM   2019-02-27 2020-01-02
200000. KINGSTON PA 3.50% DUE 12/15/2036   2019-03-20 2020-01-07
120000. LANCASTER PA 3.25% DUE 11/01/2035   2019-03-20 2020-01-07
100000. LANCASTER PA 4.00% DUE 11/01/2040   2019-03-20 2020-01-07
97. LOCKHEED MARTIN CORP COM   2019-02-27 2020-01-02
200000. MARYSVILLE BORO PA 3.125% DUE 07/15/2036   2019-03-20 2020-01-07
150. MCCORMICK & CO INC COM NON VTG   2019-03-20 2020-01-09
100000. MONTGOMERY CNTY PA 3.00% DUE 07/01/2036   2019-03-20 2020-01-07
393. MORNINGSTAR INC COM   2019-03-20 2020-01-09
200000. OHIO TWP PA SAN AUTH SWR 3.125% DUE 8/15/2034   2019-03-20 2020-01-07
200. OLD REP INTL CORP COM   2014-09-30 2020-01-02
400. PACKAGING CORP AMER COM   2019-03-20 2020-01-09
389. PAYCOM SOFTWARE INC COM   2019-03-20 2020-01-27
400. PAYPAL HLDGS INC COM   2019-03-20 2020-01-27
200000. PA ECONOMIC DEV FING 4.00% DUE 11/15/2037   2019-03-20 2020-01-07
100000. PA HSG FIN AGY 3.50% DUE 10/01/2034   2019-03-20 2020-01-07
300000. PENNSYLVANIA ST 3.00% DUE 02/01/2035   2019-03-20 2020-01-07
100000. PENNSYLVANIA ST 3.00% DUE 09/15/2036   2019-03-20 2020-01-07
200000. PA ST TPK COM 4.00% DUE 12/01/2035   2019-03-20 2020-01-07
200000. PENNSYLVANIA ST TPK COMMN 3.00% DUE 06/01/2032   2019-03-20 2020-01-07
309. PFIZER INC COM   2003-01-03 2020-01-09
100. PHILIP MORRIS INTL INC COM   2014-09-30 2020-01-02
100000. PITTSBURGH PA 3.50% DUE 09/01/2039   2019-03-20 2020-01-07
100000. PITTSBURGH PA WTR & SWR 3.00% DUE 09/01/2031   2019-03-20 2020-01-07
1179. PRICESMART INC COM   2019-03-20 2020-01-09
1022. PRIMERICA INC COM   2019-03-20 2020-01-02
262. PROCTER AND GAMBLE CO COM   2003-01-03 2020-01-09
500. QUALCOMM INCORPORATED   2019-03-20 2020-02-14
369. RLI CORP COM   2019-03-20 2020-01-02
940. RESMED INC COM   2019-03-20 2020-01-02
1200. ROSS STORES INC COM   2019-03-20 2020-01-09
800. S&P GLOBAL INC COM   2019-03-20 2020-01-09
3665. SPDR SERIES TRUST S&P HOMEBUILD   2019-03-20 2020-01-24
250. SCHLUMBERGER LTD COM   2019-03-20 2020-01-24
100000. STATE COLLEGE PA AREA SD 3.125% DUE 5/15/2035   2019-03-20 2020-01-07
430. TELEDYNE TECHNOLOGIES INC COM   2019-03-20 2020-01-02
275. THERMO FISHER SCIENTIFIC INC COM   2019-03-20 2020-01-09
100000. UNIONTOWN PA AREA SCH DIST 3.25% DUE 10/01/2028   2019-03-20 2020-01-07
200000. UNIONTOWN AREA PA SCH DIST 3.50% DUE 10/01/2030   2019-03-20 2020-01-07
389.871 VANGUARD SPECIALIZED FUNDS REAL EST IDX ADM   2020-01-27 2020-11-03
908.15 VANGUARD SPECIALIZED FUNDS REAL EST IDX ADM   2019-03-20 2020-11-03
14. INTERMEDIATE GOV/CORP (BIV)   2020-01-14 2020-03-27
80. INTERMEDIATE GOV/CORP (BIV)   2020-01-02 2020-03-27
76. INTERMEDIATE GOV/CORP (BIV)   2019-12-27 2020-03-27
94. HIGH DIVIDEND YIELD (VYM)   2019-12-27 2020-11-03
1153. EMERGING MARKETS (VWO)   2020-01-14 2020-08-31
97. EMERGING MARKETS (VWO)   2020-01-14 2020-08-31
24. EMERGING MARKETS (VWO)   2020-01-02 2020-08-31
296. EMERGING MARKETS (VWO)   2020-01-02 2020-11-03
23. ASIA PACIFIC MARKETS (VPL)   2020-01-14 2020-08-31
616. ASIA PACIFIC MARKETS (VPL)   2020-01-14 2020-10-05
49. ASIA PACIFIC MARKETS (VPL)   2020-01-14 2020-11-03
200. ASIA PACIFIC MARKETS (VPL)   2020-01-02 2020-11-03
134. EUROPEAN MARKETS (VGK)   2020-01-02 2020-08-31
45. EUROPEAN MARKETS (VGK)   2020-01-02 2020-08-31
73. EUROPEAN MARKETS (VGK)   2020-01-02 2020-10-05
12. S&P 500 (VOO)   2020-01-14 2020-08-31
25. S&P 500 (VOO)   2020-01-14 2020-11-03
146. SMALL CAP GROWTH (VBK)   2019-03-20 2020-08-31
31. U.S. MID CAP (VO)   2020-01-14 2020-11-03
12. U.S. MID CAP (VO)   2020-08-31 2020-11-03
22. U.S. MID CAP (VO)   2020-01-02 2020-11-03
58. U.S. SMALL CAP (VB)   2020-01-21 2020-08-31
811. U.S. SMALL CAP (VB)   2020-01-21 2020-08-31
227. U.S. SMALL CAP (VB)   2020-01-24 2020-08-31
18. U.S. SMALL CAP (VB)   2020-01-14 2020-08-31
180. U.S. SMALL CAP (VB)   2020-01-24 2020-10-05
20. U.S. SMALL CAP (VB)   2020-01-14 2020-11-03
95. U.S. SMALL CAP (VB)   2019-12-24 2020-11-03
258. VERIZON COMMUNICATIONS   2003-01-03 2020-01-09
200000. WEST WESTMORELAND MUN 3.15% DUE 10/15/2031   2019-03-20 2020-01-07
100000. WESTMORELAND CNTY PA 3.125% DUE 08/15/2033   2019-03-20 2020-01-07
100000. YOUGH SCH DIST PA 3.30% DUE 10/01/2034   2019-03-20 2020-01-07
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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 64,926   57,002 7,924
b 7,768   7,153 615
c 18,544   3,868 14,676
d 19,202   4,236 14,966
e 9,956   9,328 628
53,932   50,527 3,405
12,117   3,180 8,937
51,761   50,187 1,574
166,700   113,306 53,394
16,215   12,510 3,705
38,912   31,736 7,176
103,368   97,212 6,156
9,293   4,016 5,277
34,934   30,545 4,389
44,954   39,131 5,823
25,110   11,246 13,864
28,504   29,390 -886
202,016   192,314 9,702
121,975   107,282 14,693
105,951   102,903 3,048
6,530   4,548 1,982
25,921   25,290 631
6,804   6,135 669
103,109   100,196 2,913
70,233   59,188 11,045
102,308   100,623 1,685
102,849   101,401 1,448
103,743   97,928 5,815
30,712   27,954 2,758
7,345   3,436 3,909
2,638   2,767 -129
12,423   13,016 -593
801   804 -3
200   201 -1
8,010   8,038 -28
15,976   16,057 -81
33,250   33,372 -122
24,172   24,239 -67
34,951   13,459 21,492
25,485   24,077 1,408
102,530   100,144 2,386
43,464   39,558 3,906
13,608   12,520 1,088
23,133   20,000 3,133
202,574   201,905 669
126,246   120,689 5,557
113,067   104,095 8,972
38,015   30,102 7,913
205,116   200,282 4,834
24,353   20,968 3,385
103,863   97,315 6,548
60,672   47,997 12,675
205,158   198,876 6,282
4,461   2,976 1,485
42,179   38,900 3,279
121,679   71,131 50,548
46,305   40,776 5,529
222,828   208,815 14,013
106,753   101,863 4,890
309,804   294,158 15,646
102,982   96,682 6,300
218,912   207,870 11,042
206,600   195,384 11,216
11,998   9,534 2,464
8,533   8,316 217
106,394   100,733 5,661
105,685   100,183 5,502
80,486   72,939 7,547
133,651   126,764 6,887
32,372   11,498 20,874
44,768   28,608 16,160
33,095   25,823 7,272
146,242   93,680 52,562
146,124   109,914 36,210
231,856   165,188 66,668
177,976   137,492 40,484
8,940   10,961 -2,021
105,325   99,218 6,107
150,829   100,564 50,265
90,666   72,981 17,685
106,455   103,548 2,907
214,160   207,913 6,247
44,207   51,949 -7,742
102,975   108,540 -5,565
1,241   1,228 13
7,090   7,006 84
6,735   6,636 99
7,783   8,828 -1,045
50,892   52,549 -1,657
4,281   4,421 -140
1,059   1,086 -27
13,161   13,391 -230
1,561   1,623 -62
42,306   43,472 -1,166
3,411   3,458 -47
13,922   14,019 -97
7,342   7,896 -554
2,466   2,652 -186
3,906   4,301 -395
3,864   3,612 252
7,757   7,526 231
31,862   26,225 5,637
5,674   5,598 76
2,196   2,162 34
4,026   3,930 96
9,222   9,783 -561
128,946   136,799 -7,853
36,092   38,151 -2,059
2,862   3,002 -140
28,656   30,252 -1,596
3,254   3,335 -81
15,458   15,752 -294
15,201   9,258 5,943
202,838   201,047 1,791
105,560   99,828 5,732
102,708   100,450 2,258
      8,455
      8,455
      8,455
      8,455
      8,455
      8,455
      8,455
      8,455
      8,455
      8,455
      8,455
      8,455
      8,455
      8,455
      8,455
      8,455
      8,455
      8,455
      8,455
      8,455
      8,455
      8,455
      8,455
      8,455
      8,455
      8,455
      8,455
      8,455
      8,455
      8,455
      8,455
      8,455
      8,455
      8,455
      8,455
      8,455
      8,455
      8,455
      8,455
      8,455
      8,455
      8,455
      8,455
      8,455
      8,455
      8,455
      8,455
      8,455
      8,455
      8,455
      8,455
      8,455
      8,455
      8,455
      8,455
      8,455
      8,455
      8,455
      8,455
      8,455
      8,455
      8,455
      8,455
      8,455
      8,455
      8,455
      8,455
      8,455
      8,455
      8,455
      8,455
      8,455
      8,455
      8,455
      8,455
      8,455
      8,455
      8,455
      8,455
      8,455
      8,455
      8,455
      8,455
      8,455
      8,455
      8,455
      8,455
      8,455
      8,455
      8,455
      8,455
      8,455
      8,455
      8,455
      8,455
      8,455
      8,455
      8,455
      8,455
      8,455
      8,455
      8,455
      8,455
      8,455
      8,455
      8,455
      8,455
      8,455
      8,455
      8,455
      8,455
      8,455
      8,455
      8,455
      8,455
      8,455
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       7,924
b       615
c       14,676
d       14,966
e       628
      3,405
      8,937
      1,574
      53,394
      3,705
      7,176
      6,156
      5,277
      4,389
      5,823
      13,864
      -886
      9,702
      14,693
      3,048
      1,982
      631
      669
      2,913
      11,045
      1,685
      1,448
      5,815
      2,758
      3,909
      -129
      -593
      -3
      -1
      -28
      -81
      -122
      -67
      21,492
      1,408
      2,386
      3,906
      1,088
      3,133
      669
      5,557
      8,972
      7,913
      4,834
      3,385
      6,548
      12,675
      6,282
      1,485
      3,279
      50,548
      5,529
      14,013
      4,890
      15,646
      6,300
      11,042
      11,216
      2,464
      217
      5,661
      5,502
      7,547
      6,887
      20,874
      16,160
      7,272
      52,562
      36,210
      66,668
      40,484
      -2,021
      6,107
      50,265
      17,685
      2,907
      6,247
      -7,742
      -5,565
      13
      84
      99
      -1,045
      -1,657
      -140
      -27
      -230
      -62
      -1,166
      -47
      -97
      -554
      -186
      -395
      252
      231
      5,637
      76
      34
      96
      -561
      -7,853
      -2,059
      -140
      -1,596
      -81
      -294
      5,943
      1,791
      5,732
      2,258
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 773,995
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 14,993
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 14,993
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 14,993
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 7,500
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 7,500
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 7,493
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 addressbullet  
    14
    The books are in care ofbulletSMITHFIELD TRUST COMPANY Telephone no.bullet (412) 261-0779

    Located atbullet20 STANWIX STREET SUITE 650PITTSBURGHPA ZIP+4bullet152224801
    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
     
     
    ........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
    PATRICIA S MUCK DISTRIBUTION COMMITTEE MEMBER
    1     		0    
    9731 HARMONY DRIVE
    PITTSBURGH,PA15237
    CHRISTINE A ROTELLA TRUSTEE, DISTRIBUTION COMMITTEE MEMBER
    1     		0    
    327 MAPLEWOOD DRIVE
    MCMURRAY,PA15317
    MICHAEL A MUCK TRUSTEE, DISTRIBUTION COMMITTEE MEMBER
    1     		0    
    1103 EDINGTON PLACE
    MARCO ISLAND,FL34145
    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
    16,822,328
    b
    Average of monthly cash balances.......................
    1b
    979,841
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    17,802,169
    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
    17,802,169
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    267,033
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    17,535,136
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    876,757
    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
    876,757
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    14,993
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    14,993
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    861,764
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    861,764
    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
    861,764
    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
    663,000
    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
    663,000
    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
    663,000
    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 7 861,764
    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...... 19,742
    b From 2016...... 26,144
    c From 2017...... 30,128
    d From 2018...... 48,763
    e From 2019...... 121,851
    fTotal of lines 3a through e........ 246,628
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 663,000
    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..... 663,000
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 198,764 198,764
    (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 47,864
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		47,864
    10 Analysis of line 9:
    a Excess from 2016.... 0
    b Excess from 2017.... 0
    c Excess from 2018.... 0
    d Excess from 2019.... 47,864
    e Excess from 2020....  
    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).)
    PATRICIA MUCK9731 HARMONY DRIVEPI
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    MR JAMES A ZERN SMITHFIELD TRUST
    20 STANWIX STREET SUITE 650
    PITTSBURGH,PA152224801
    (412) 261-0779
    bThe form in which applications should be submitted and information and materials they should include:
    THERE ARE NO REQUIRED FORMAL FORMS BUT MUST SUBMIT DOCUMENTATION OF CHARITABLE PURPOSES OF GRANT AND TAX-EXEMPT STATUS OF THE ORGANIZATION.
    cAny submission deadlines:
    THERE ARE NO SUBMISSION DEADLINES.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    THERE ARE NO RESTRICTIONS ON AWARDS.
    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
    HOMELESS CHILDREN'S EDUCATION FUND
    1901 CENTRE AVENUE SUITE 301
    PITTSBURGH,PA15219     		NONE 501(C)(3) GENERAL 5,000
    YOUNG WRITERS PROJECT
    47 MAPLE STREET
    BURLINGTON,VT05401     		NONE 501(C)(3) GENERAL 10,000
    SALVATION ARMY FAMILY CARING CENTER
    6017 BROAD STREET
    PITTSBURGH,PA15206     		NONE 501(C)(3) GENERAL 7,500
    AMERICAN WHITEWATER
    629 W MAIN STREET
    SYLVA,NC28779     		NONE 501(C)(3) GENERAL 15,000
    HEALTHNETWORK FOUNDATION
    33 RIVER ST 3
    CHAGRIN FALLS,OH44022     		NONE 501(C)(3) GENERAL 20,000
    BUTLER YMCA
    339 N WASHINGTON ST
    BUTLER,PA16001     		NONE 501(C)(3) GENERAL 5,000
    WOMEN'S CENTER & SHELTER
    PO BOX 9024
    PITTSBURGH,PA15224     		NONE 501(C)(3) GENERAL 7,500
    GUADALUPE SOCIAL SERVICES
    211 S 9TH STREET
    IMMOKALEE,FL34142     		NONE 501(C)(3) RELIGIOUS 15,000
    JUDICIAL WATCH
    425 THIRD STREET STE 800
    WASHINGTON,DC20024     		NONE 501(C)(3) ENTERPRISE 6,000
    HOLY SPIRIT PARISH
    910 S MERCER STREET
    NEW CASTLE,PA16101     		NONE 501(C)(3) RELIGIOUS 100,000
    HERITAGE FOUNDATION
    214 MASSACHUSETTS AVE NE
    WASHINGTON,DC20002     		NONE 501(C)(3) ENTERPRISE 5,000
    LITTLE SISTERS OF THE POOR
    1028 BENTON AVENUE
    PITTSBURGH,PA15212     		NONE 501(C)(3) RELIGIOUS 15,000
    YOUNG AMERICAN'S FOUNDATION
    217 STATE STREET
    SANTA BARBARA,CA93101     		NONE 501(C)(3) ENTERPRISE 10,000
    PROVIDENCE HEIGHTS ALPHA SCHOOL
    9000 BABCOCK BLVD
    ALLISON PARK,PA15101     		NONE 501(C)(3) GENERAL 5,000
    GREATER PITTSBURGH COMMUNITY FOOD BANK
    1 N LINDEN STREET
    DUQUESNE,PA15110     		NONE 501(C)(3) GENERAL 5,000
    KC PET PROJECT
    7077 ELMWOOD AVENUE
    KANSAS CITY,MO64132     		NONE 501(C)(3) GENERAL 1,000
    CENTER OF LIFE
    161 HAZELWOOD AVENUE
    PITTSBURGH,PA15207     		NONE 501(C)(3) GENERAL 5,000
    OUTRIGHT VERMONT
    PO BOX 5235
    BURLINGTON,VT05402     		NONE 501(C)(3) GENERAL 7,500
    PARTNERS IN HEALTH
    PO BOX 996
    FREDERICK,MD21705     		NONE 501(C)(3) GENERAL 5,000
    COVENANT HOUSE
    5 PENN PLAZA
    NEW YORK,NY100011810     		NONE 501(C)(3) RELIGIOUS 20,000
    HEALTHWELL IN BETHESDA
    20440 CENTURY BLVD SUITE 250
    GERMANTOWN,MD20874     		NONE 501(C)(3) GENERAL 7,500
    YOUTH EMPOWERMENT SISKIYOU
    PO BOX 1337
    YREKA,CA96097     		NONE 501(C)(3) GENERAL 7,500
    YORK STREET PROJECT
    89 YORK STREET
    JERSEY CITY,NJ07302     		NONE 501(C)(3) RELIGIOUS 5,000
    SISTERS OF ST JOSEPH
    1020 STATE STREET
    BADEN,PA15005     		NONE 501(C)(3) ELDERLY SISTERS SUPPORT 10,000
    GLADE RUN
    30 GLADE RUN DRIVE
    ZELIENOPLE,PA16003     		NONE 501(C)(3) GENERAL 7,500
    CLASS
    1400 S BRADDOCK AVENUE
    PITTSBURGH,PA15218     		NONE 501(C)(3) GENERAL 15,000
    PITTSBURGH MERCY FOUNDATION
    1200 REEDSDALE STREET
    PITTSBURGH,PA15233     		NONE 501(C)(3) RELIGIOUS 15,000
    THE OHIO UNIVERSITY FOUNDATION
    PO BOX 869
    ATHENS,OH45701     		NONE 501(C)(3) COLLEGE OF BUSINESS FUND 237,500
    MERCY HOME FOR BOYS AND GIRLS
    1140 W JACKSON BLVD
    CHICAGO,IL60607     		NONE 501(C)(3) RELIGIOUS 16,000
    HILLSDALE COLLEGE
    33 E COLLEGE STREET
    HILLSDALE,MI49242     		NONE 501(C)(3) ENTERPRISE 5,000
    KC PET PROJECT
    7077 ELMWOOD AVENUE
    KANSAS CITY,MO64132     		NONE 501(C)(3) GENERAL 10,000
    ST JOSEPH'S INDIAN SCHOOL
    1301 N MAIN STREET
    CHAMBERLAIN,SD57325     		NONE 501(C)(3) RELIGIOUS 2,500
    GROOMING PROJECT
    5829 TROOST AVE SUITE B
    KANSAS CITY,MO64110     		NONE 501(C)(3) GENERAL 7,500
    ST JOHN NEUMANN
    501 E CARTER ROAD
    LAKELAND,FL33813     		NONE 501(C)(3) RELIGIOUS 15,000
    ST LABRE INDIAN SCHOOL
    112 ST LABRE CAMPUS DRIVE
    ASHLAND,MT59003     		NONE 501(C)(3) RELIGIOUS 2,500
    ABIDING MISSIONS
    731 EXCELSIOR STREET
    PITTSBURGH,PA15210     		NONE 501(C)(3) GENERAL 20,000
    ADDISON CENTRAL TEENS AND FRIENDS INC
    PO BOX 1115
    MIDDLEBURY,VT05753     		NONE 501(C)(3) GENERAL 5,000
    IMMACULATE HEART COMMUNITY
    5515 FRANKLIN AVENUE
    LOS ANGELES,CA90028     		NONE 501(C)(3) RELIGIOUS 5,000
    Total .................................bullet 3a 663,000
    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....     14 447,605  
    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 ............     		    18 773,995  
    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)..   1,221,600  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,221,600
    (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:
    PHILIP & PATRICIA MUCK CHARITABLE FOUNDATION
    EIN:
    38-7097514
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEES 2,150 2,150    

    TY 2020 LegalFeesSchedule
    Name:
    PHILIP & PATRICIA MUCK CHARITABLE FOUNDATION
    EIN:
    38-7097514
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 16,940 16,940    


    TY 2020 OtherDecreasesSchedule
    Name:
    PHILIP & PATRICIA MUCK CHARITABLE FOUNDATION
    EIN:
    38-7097514
    Description Amount
    RETURN OF CAPITAL ADJUSTMENT 305


    TY 2020 OtherExpensesSchedule
    Name:
    PHILIP & PATRICIA MUCK CHARITABLE FOUNDATION
    EIN:
    38-7097514
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FILING FEES 7,020 7,020   0
    MISCELLANEOUS 1,579 0   0


    TY 2020 OtherIncreasesSchedule
    Name:
    PHILIP & PATRICIA MUCK CHARITABLE FOUNDATION
    EIN:
    38-7097514
    Description Amount
    ROUNDING ADJUSTMENT 3


    TY 2020 OtherLiabilitiesSchedule
    Name:
    PHILIP & PATRICIA MUCK CHARITABLE FOUNDATION
    EIN:
    38-7097514
    Description Beginning of Year - Book Value End of Year - Book Value
    DISTRIBUTION PAYABLE 5,000  


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    PHILIP & PATRICIA MUCK CHARITABLE FOUNDATION
    EIN:
    38-7097514
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MNGMNT FEES (DEDUCT 72,998 70,748    


    TY 2020 TaxesSchedule
    Name:
    PHILIP & PATRICIA MUCK CHARITABLE FOUNDATION
    EIN:
    38-7097514
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 17 17   0
    FEDERAL TAX PAYMENT - PRIOR YE 7,309 0   0
    FEDERAL ESTIMATES - PRINCIPAL 7,500 0   0
    FOREIGN TAXES ON QUALIFIED FOR 5,400 5,400   0
    FOREIGN TAXES ON NONQUALIFIED 2,499 2,499   0