-
TIN:
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0052
20
19
Open to Public Inspection
For calendar year 2019, or tax year beginning
11-01-2019
, and ending
10-31-2020
Name of foundation
SCOTT ELECTRIC FOUNDATION INC
Number and street (or P.O. box number if mail is not delivered to street address)
1000 S MAIN STREET
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
GREENSBURG
,
PA
156014868
A Employer identification number
45-4330408
B
Telephone number (see instructions)
(724) 834-4321
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
36,574,046
J
Accounting method:
Cash
Accrual
Other (specify)
(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)
1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
.............
3
Interest on savings and temporary cash investments
3,520
3,520
4
Dividends and interest from securities
...
26
26
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
b
Gross sales price for all assets on line 6a
7
Capital gain net income (from Part IV, line 2)
...
0
8
Net short-term capital gain
.........
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)
.......
1,196,717
0
12
Total.
Add lines 1 through 11
........
1,200,263
3,546
13
Compensation of officers, directors, trustees, etc.
0
0
0
14
Other employee salaries and wages
......
15
Pension plans, employee benefits
.......
16a
Legal fees (attach schedule)
.........
b
Accounting fees (attach schedule)
.......
2,880
1,440
1,440
c
Other professional fees (attach schedule)
....
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
187,368
0
0
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
190,248
1,440
1,440
25
Contributions, gifts, grants paid
.......
1,665,280
1,665,280
26
Total expenses and disbursements.
Add lines 24 and 25
1,855,528
1,440
1,666,720
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-655,265
b
Net investment income
(if negative, enter -0-)
2,106
c
Adjusted net income
(if negative, enter -0-)
...
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2019)
Form 990-PF (2019)
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
1
Cash—non-interest-bearing
.............
2
Savings and temporary cash investments
.........
34,607
192,454
192,454
3
Accounts receivable
Less: allowance for doubtful accounts
4
Pledges receivable
Less: allowance for doubtful accounts
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)
Less: allowance for doubtful accounts
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
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
37,184,875
36,381,592
36,381,592
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
37,219,482
36,574,046
36,574,046
17
Accounts payable and accrued expenses
..........
25
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
)
23
Total liabilities
(add lines 17 through 22)
.........
0
25
Foundations that follow FASB ASC 958, check here
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
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
0
0
27
Paid-in or capital surplus, or land, bldg., and equipment fund
0
0
28
Retained earnings, accumulated income, endowment, or other funds
37,219,482
36,574,021
29
Total net assets or fund balances
(see instructions)
.....
37,219,482
36,574,021
30
Total liabilities and net assets/fund balances
(see instructions)
.
37,219,482
36,574,046
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
37,219,482
2
Enter amount from Part I, line 27a
.....................
2
-655,265
3
Other increases not included in line 2 (itemize)
3
10,000
4
Add lines 1, 2, and 3
..........................
4
36,574,217
5
Decreases not included in line 2 (itemize)
5
196
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
36,574,021
Form
990-PF
(2019)
Form 990-PF (2019)
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.)
1a
b
c
d
e
(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
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69
(l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-)
or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
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
...................
3
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)
If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
Yes
No
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1
Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2018
1,686,957
37,080,289
0.045495
2017
1,653,855
37,424,986
0.044191
2016
1,784,825
38,250,274
0.046662
2015
2,094,788
40,649,442
0.051533
2014
2,223,358
44,382,606
0.050095
2
Total
of line 1, column (d)
.....................
2
0.237976
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years
......
3
0.047595
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
36,369,512
5
Multiply line 4 by line 3
......................
5
1,731,007
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
21
7
Add lines 5 and 6
........................
7
1,731,028
8
Enter qualifying distributions from Part XII, line 4
,.............
8
1,666,720
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form
990-PF
(2019)
Form 990-PF (2019)
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
and enter “N/A" on line 1.
Date of ruling or determination letter:
(attach copy of letter if necessary–see instructions)
b
Domestic foundations that meet the section 4940(e) requirements in Part V, check
1
42
here
and enter 1% of Part I, line 27b
...................
c
All other domestic foundations enter 2% 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
42
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
42
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
28,786
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
0
d
Backup withholding erroneously withheld
...........
6d
0
7
Total credits and payments. Add lines 6a through 6d
..............
7
28,786
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
.......
9
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
28,744
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
28,744
Refunded
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 Instructions
for 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.
$
0
(2)
On foundation managers.
$
0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
0
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
Yes
b
If "Yes," has it filed a tax return on
Form 990-T
for this year?
...................
4b
Yes
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)
PA
,
DE
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 2019 or the taxable year beginning in 2019? 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
(2019)
Form 990-PF (2019)
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
Yes
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 address
N/A
14
The books are in care of
DANIEL L BARKEY
Telephone no.
(724) 261-5164
Located at
1000 S MAIN STREET
GREENSBURG
PA
ZIP+4
15601
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over
Yes
No
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
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?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(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)?
...............
Yes
No
(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.)
.......
Yes
No
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
Organizations relying on a current notice regarding disaster assistance check here
........
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 2019?
.............
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 2019, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2019?
.............
Yes
No
If "Yes," list the years
20
,
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.
20
,
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?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2019 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 2019.)
..................
3b
No
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 2019?
4b
No
Form
990-PF
(2019)
Form 990-PF (2019)
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))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
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
Organizations relying on a current notice regarding disaster assistance check here
.........
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?
..........
Yes
No
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?
.....................
Yes
No
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?
Yes
No
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?
.................
Yes
No
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
SAMUEL Z SCOTT
PRESIDENT
2.00
0
0
0
1000 SOUTH MAIN STREET
GREENSBURG
,
PA
15601
JOHN FORISH
SECRETARY
2.00
0
0
0
1000 SOUTH MAIN STREET
GREENSBURG
,
PA
15601
JOSEPH D'ASTOLFO
TREASURER
2.00
0
0
0
1000 SOUTH MAIN STREET
GREENSBURG
,
PA
15601
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
...................
0
Form
990-PF
(2019)
Form 990-PF (2019)
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
.............
0
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
.........................
0
Form
990-PF
(2019)
Form 990-PF (2019)
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
0
b
Average of monthly cash balances
.......................
1b
541,769
c
Fair market value of all other assets (see instructions)
................
1c
36,381,593
d
Total
(add lines 1a, b, and c)
.........................
1d
36,923,362
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
36,923,362
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
553,850
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
36,369,512
6
Minimum investment return.
Enter 5% of line 5
..................
6
1,818,476
Part XI
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part X, line 6
....................
1
1,818,476
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
42
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
225,990
c
Add lines 2a and 2b
............................
2c
226,032
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
1,592,444
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
1,592,444
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
1,592,444
Part XII
Qualifying Distributions
(see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26
..........
1a
1,666,720
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
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)
....................
3a
b
Cash distribution test (attach the required schedule)
.................
3b
4
Qualifying distributions.
Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
4
1,666,720
5
Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
income. Enter 1% of Part I, line 27b. See instructions
.................
5
0
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
1,666,720
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
(2019)
Form 990-PF (2019)
Page
9
Part XIII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2018
(c)
2018
(d)
2019
1
Distributable amount for 2019 from Part XI, line 7
1,592,444
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
1,665,280
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
b
From 2015
......
c
From 2016
......
d
From 2017
......
e
From 2018
......
f
Total
of lines 3a through e
........
0
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
1,666,720
a
Applied to 2018, but not more than line 2a
1,665,280
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 2019 distributable amount
.....
1,440
e
Remaining amount distributed out of corpus
0
5
Excess distributions carryover applied to 2019.
0
0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
0
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 2018. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
f
Undistributed income for 2019. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2020
..........
1,591,004
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 2014 not
applied on line 5 or line 7 (see instructions)
...
0
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
0
10
Analysis of line 9:
a
Excess from 2015
....
b
Excess from 2016
....
c
Excess from 2017
....
d
Excess from 2018
....
e
Excess from 2019
....
Form
990-PF
(2019)
Form 990-PF (2019)
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 2019, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
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)
2019
(b)
2018
(c)
2017
(d)
2016
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.)
1
Information Regarding Foundation Managers:
a
List 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).)
SAMUEL Z SCOTT
b
List 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.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or email address of the person to whom applications should be addressed:
b
The form in which applications should be submitted and information and materials they should include:
c
Any submission deadlines:
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form
990-PF
(2019)
Form 990-PF (2019)
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)
a
Paid during the year
ACADEMY OF NOTRE DAME DE NAMUR
560 SPROUL RD
VILLANOVA
,
PA
19085
ENERGY/ENVIRONMENTAL CONSERVATION
20,000
ALLEGHENY CHRISTIAN MINISTRIES INC
2000 CAMBRIDGE DRIVE
DAVIDSVILLE
,
PA
15928
ENERGY EFFICIENCY
25,000
ALLEGHENY HEALTH NETWORK
4818 LIBERTY AVE
PITTSBURGH
,
PA
15224
ENVIRONMENTAL STEWARDSHIP
150,000
BADEN YOUTH ASSOCIATION
PO BOX 25
BADEN
,
PA
15005
BASEBALL FIELD MAINTENANCE
2,000
BEDFORD COUNTY CHAMBER FOUNDATION
203 S JULIANA STREET
BEDFORD
,
PA
15522
DRIVE-IN MOVIE PROJECT
5,000
BELPRE VOLUNTEER FIRE DEPT INC
133 STONE ROAD
BELPRE
,
OH
45714
EMERGENCY EQUIPMENT
40,000
BETH EL CONGREGATION OF THE SOUTH HILLS
1900 COCHRAN ROAD
PITTSBURGH
,
PA
15220
ENERGY EFFICIENCY
5,000
BIG BROTHERS BIG SISTERS OF THE LAUREL REGION
106 NORTH MAIN ST
GREENSBURG
,
PA
15601
COVID-19 CRISIS FUNDING
500
BLENNERHASSETT VOLUNTEER FIRE DEPARTMENT
PO BOX 33
WASHINGTON
,
WV
26181
EQUIPMENT UPGRADE
15,000
BOYS SCOUTS OF AMERICA
830 MORTON AVE
BUTLER
,
PA
16001
ELECTRONICS MERIT BADGE CLASS
2,500
BRIGHT SIDE OPPORTUNITIES CENTER
515 HERSHEY AVE
LANCASTER
,
PA
17603
ENERGY EFFICIENCY
17,000
CARBON VOLUNTEER FIRE DEPT
421 JUNIPER STREET
GREENSBURG
,
PA
15601
ENERGY EFFICIENCY
6,000
CARNEGIE INSTITUTE
4400 FORBES AVE
PITTSBURGH
,
PA
15213
ENERGY EFFICIENCY
10,000
CARROLLTOWN FIRE ENGINE CO
PO BOX 147
CARROLLTOWN
,
PA
15722
EQUIPMENT UPGRADE
10,000
CENTRAL PENNSYLVANIA FOOD BANK
3908 COREY RD
HARRISSBURG
,
PA
17109
ENERGY EFFICIENCY
5,000
CENTRAL VALLEY HABITAT FOR HUMANITY
PO BOX 245
BRIDGEWATER
,
VA
22812
DUPLEX PROJECT
500
CHURCH OF JESUS CHRIST
233 MILLERTOWN RD
NORMALVILLE
,
PA
15469
SCHOLARSHIP MEMORIAL FUND
500
CLARIDGE VOLUNTEER FIRE DEPARTMENT
PO BOX 400
CLARIDGE
,
PA
15623
EQUIPMENT UPGRADE
12,500
CLARIDGE VOLUNTEER FIRE DEPARTMENT
PO BOX 400
CLARIDGE
,
PA
15623
EQUIPMENT UPGRADE
12,500
CLARKS SUMMIT UNIVERSITY
538 VENARD RD
CLARKS SUMMIT
,
PA
18411
ENERGY EFFICIENCY
7,500
COUNCIL OF SENIOR CITIZENS OF GILMER COUNTY
720 NORTH LEWIS STREET
GLENVILLE
,
WV
26351
ENERGY EFFICIENCY
5,000
DAVIS & ELKINS COLLEGE
100 CAMPUS DRIVE
ELKINS
,
WV
26241
FACILITIES MAINTENANCE
5,000
DOVE MISSION INTERNATIONAL
11 TOLL GATE ROAD
LITITZ
,
PA
17543
INTERNATIONAL MISSIONS
500
DUNCANNON EMS INC
16 SHERMANTA DR
DUNCANNON
,
PA
17020
ENERGY EFFICIENCY
10,000
EASTER SEAL REHABILITATION CENTER INC
113 SEVENTEENTH ST
WHEELING
,
WV
26003
EASTER SEALS TELETHON
1,000
EDINBORO UNIVERSITY FOUNDATION
210 MEADVILLE ST
EDINBORO
,
PA
16444
ENERGY EFFICIENCY
25,000
ELIZABETHTOWN COLLEGE
ONE ALPHA DR
ELIZABETHTOWN
,
PA
17603
FACILITIES RENOVATION
20,000
ELLERSLIE VOLUNTEER FIRE CO INC
PO BOX 237
ELLERSLIE
,
MD
21529
EQUIPMENT UPGRADE
12,000
ERIE ZOOLOGICAL SOCIETY
PO BOX 3268
ERIE
,
PA
16508
SAFETY / ENERGY EFFICIENCY
5,000
EXPERIENCE INCORPORATED OF WARREN PA
905 4TH AVE
WARREN
,
PA
16365
ENERGY EFFICIENCY
1,500
FALLOWFIELD TOWNSHIP VFC
1660 ROUTE 481
CHARLEROI
,
PA
15022
SAFETY GEAR
2,500
FAYETTEVILLE FIRST CHURCH OF GOD
PO BOX 126
FAYETTEVILLE
,
WV
25840
EMERGENCY EQUIPMENT
12,000
FOUNDATION FOR CALIFORNIA UNIVERSITY OF PENNSYLVANIA
PO BOX 668
CALIFORNIA
,
PA
15419
FACILITIES MAINTENANCE
25,000
FOUNDATION FOR INDIANA UNIVERSITY OF PA
G-1 SUTTON HALL SUITE 301 1011
SOUTH DRIVE
INDIANA
,
PA
15705
PANDEMIC RESPONSE
25,000
FRANKLIN COMMUNITY VOLUNTEER FIRE DEPT
PO BOX 472
WELLSBURG
,
WV
26070
EQUIPMENT UPGRADE
12,000
GARDEN SPOT VILLAGE
433 SOUTH KINZER AVE
NEW HOLLAND
,
PA
17557
ENERGY EFFICIENCY
25,000
GARRETT COLLEGE FOUNDATION
687 MOSSER RD
MCHENRY
,
MD
21541
ENERGY/ENVIRONMENTAL CONSERVATION
65,000
GEISINGER HEALTH SYSTEM FOUNDATION
100 N ACADEMY AVE
DANVILLE
,
PA
178222570
ENERGY EFFICIENCY - GEISINGER CLINIC
20,000
GEISINGER HEALTH SYSTEM FOUNDATION
100 N ACADEMY AVE
DANVILLE
,
PA
178222570
ENERGY EFFICIENCY
15,000
GEORGE G MCMURTRY VANDERGRIFT FIRE DEPT #1
PO BOX 6
VANDERGRIFT
,
PA
15690
ENERGY/EQUIPMENT UPGRADE
9,000
GEORGE JUNIOR REPUBLIC
PO BOX 1058
GROVE CITY
,
PA
16127
WELLNESS CENTER
10,000
GILMER COUNTY PARKS & REC BOARD INC
PO BOX 306
GLENVILLE
,
WV
26351
ENERGY EFFICIENCY
20,000
GLENDALE VOLUNTEER FIRE DEPARTMENT
946 WATER STREET PO BOX 179
COALPORT
,
PA
16627
SAFETY / ENERGY EFFICIENCY
7,000
GRANDVIEW VOLUNTEER FIRE DEPARTMENT
1655 RIDGE ROAD
JEANNETTE
,
PA
15644
ENERGY EFFICIENCY
12,000
GREATER PITTSBURGH COMMUNITY FOOD BANK
3300 PREBLE AVE
PITTSBURGH
,
PA
15233
ALCOSAN SHIRT OFF YOUR BACK
5,000
GREENSBURG VOLUNTEER FIRE DEPT
416 SOUTH MAIN STREET
GREENSBURG
,
PA
15601
EQUIPMENT UPGRADE
40,000
GREENWOOD VOLUNTEER FIRE COMPANY
1500 EAST PLEASANT VALLEY BLVD
ALTOONA
,
PA
16602
ENERGY EFFICIENCY
2,500
GROVE CITY COLLEGE
100 CAMPUS DR
GROVE CITY
,
PA
16127
SCHOLARSHIPS/FACILITIES MAINTENANCE
25,000
HABITAT FOR HUMANITY OF FREDERICK COUNTY
24 S WISNER STREET SUITE 130
FREDERICK
,
MD
21701
TEI SUPPORT
695
HARRISON CITY FIRE PROTECTIVE ASSOCIATION
PO BOX 419 1005 MILL STREET
HARRISON CITY
,
PA
15636
EQUIPMENT UPGRADE
12,000
HARTFORD HEIGHTS VOLUNTEER FIRE COMPANY
14335 RT 30
NORTH HUNTINGDON
,
PA
15642
EQUIPMENT UPGRADE
12,000
HOOVERSON HEIGHTS VFD INC
PO BOX 305
FOLLANSBEE
,
WV
260370305
EMERGENCY EQUIPMENT
10,000
IRWIN VOLUNTEER FIRE DEPT
518 WESTERN AVE
IRWIN
,
PA
15642
EQUIPMENT UPGRADE
2,500
JACKSON'S MILL VOLUNTEER FIRE DEPARTMENT
PO BOX 103
WESTON
,
WV
26452
ENERGY EFFICIENCY
2,000
JEANNETTE AMERICAN LEGION
109 SOUTH 5TH STREET
JEANNETTE
,
PA
15644
FACILITIES MAINTENANCE
5,000
JEANNETTE EMS INC
225 SOUTH 6TH ST
JEANNETTE
,
PA
15644
ENERGY EFFICIENCY
5,000
JUNIATA COLLEGE
1700 MOORE ST
HUNTINGDON
,
PA
16652
ENERGY EFFICIENCY
20,000
LANDER VOLUNTEER FIRE DEPARTMENT
4400 MILLER HILL ROAD
RUSSELL
,
PA
16345
FACILITIES RENOVATION
5,000
LAURELVILLE MENNONITE CHURCH CENTER
941 LAURELVILLE LANE
MT PLEASANT
,
PA
15666
ENERGY EFFICIENCY
10,000
LEBANON VALLEY COLLEGE
101 NORTH COLLEGE AVE
ANNVILLE
,
PA
17003
ENERGY CONSERVATION
7,000
LEHIGH UNIVERSITY
681 TAYLOR ST
BETHLEHEM
,
PA
18015
ENERGY/ENVIRONMENTAL CONSERVATION
90,000
LEVEL GREEN VOLUNTEER FIRE DEPARTMENT
536 ROUTE 130
TRAFFORD
,
PA
15085
EQUIPMENT UPGRADE
6,000
MAGEE-WOMENS RESEARCH INSTITUTE
3339 WARD STREET
PITTSBURGH
,
PA
15213
POSTPARTUM DEPRESSION
5,000
MAKE A WISH FOUNDATION
707 GRANT ST GULF TOWER 37 FLR
PITTSBURGH
,
PA
15219
KAYLEIGH'S WISH
500
MANOR VOLUNTEER FIRE DEPARTMENT
PO BOX 485
MANOR
,
PA
15665
FACILITIES/EQUIPMENT UPGRADE
10,000
MARY S BIESECKER PUBLIC LIBRARY
230 SOUTH ROSINA AVE
SOMERSET
,
PA
15501
ENERGY EFFICIENCY
7,500
MASONIC CHARITIES FUND
ONE NORTH BROAD STREET
PHILADELPHIA
,
PA
19107
ENERGY EFFICIENCY
5,000
MCKINLEYVILLE VOLUNTEER FIRE DEPARTMENT
237 CHERRY DR
WELLSBURG
,
WV
26070
EQUIPMENT UPGRADE
5,000
MERCY HEALTH FOUNDATION MAHONING VALLEY
1701 MERCY HEALTH PLACE
CINCINNATI
,
OH
452379800
JOANIE'S PROMISE - BREAST CANCER CTR
5,000
MFC MINISTRIES INC
300 HIGHLAND AVE
MORGANTOWN
,
WV
26505
EMERGENCY EQUIPMENT
15,000
MILITARY WARRIORS SUPPORT FOUNDATION
211 N 1604 EAST SUITE 250
SAN ANTONIO
,
TX
78232
H.O.P.E. 4 HEROES
500
MONESSEN FIRE DEPT NO 1
239 DONNER AVE SUITE B
MONESSEN
,
PA
15602
FACILITIES MAINTENANCE
1,500
MUNHALL VOLUNTEER FIRE COMPANY #1
1300 MARTHA STREET
MUNHALL
,
PA
15120
FACILITIES MAINTENANCE
12,000
MUTUAL AID AMBULANCE SERVICE INC
561 WEST OTTERMAN STREET
GREENSBURG
,
PA
15601
EQUIPMENT UPGRADE
4,000
NFS MINISTRIES DBA LATROBE STREET MISSION
1725 LATROBE STREET
PARKERSBURG
,
WV
26101
EQUIPMENT UPGRADE
30,000
NORMANTOWN HISTORICAL COMMUNITY CENTER
32 CROOKED FORK RD
ROSEDALE
,
WV
26636
ENERGY EFFICIENCY
10,000
NORTH BESSEMER COMMUNITY VFD
1701 LEECHBURG RD
PITTSBURGH
,
PA
15235
ENERGY EFFICIENCY
5,000
NORTHERN PENNSYLVANIA REGIONAL COLLEGE
300 2ND AVE
WARREN
,
PA
16365
APPLIED TECHNOLOGY CAPITAL EQUIPMENT
25,000
OHIO TR-COUNTY FOOD ALLIANCE
20 N MURRAY ST
SPRINGFIELD
,
OH
45503
ENERGY EFFICIENCY
5,000
PA ELITE INC
1331 MT PLEASANT RD
WEST NEWTON
,
PA
15089
YOUTH DEVELOPMENT PROGRAM
5,000
PAINTERTOWN VOLUNTEER FIRE COMPANY
1010 TRAY RD
IRWIN
,
PA
15642
EQUIPMENT UPGRADE
5,000
PATTON FIRE COMPANY NO 1
PO BOX 243
PATTON
,
PA
16668
SAFETY / ENERGY EFFICIENCY
2,500
PENN STATE FAYETTE
2201 UNIVERSITY DR
LEMONT FURNANCE
,
PA
15456
ENERGY CONSERVATION
10,000
PHELPS VOLUNTEER FIRE DEPARTMENT
PO BOX 911
PHELPS
,
KY
41553
EQUIPMENT UPGRADE
12,000
PIRATES CHARITIES
115 FEDERAL ST
PITTSBURGH
,
PA
15212
UNRESTRICTED CHARITABLE SPONSORSHIP
2,000
PLEASANT UNITY VOLUNTEER FIRE DEPT
P O BOX 197
PLEASANT UNITY
,
PA
15676
EQUIPMENT UPGRADE/SMOKE DETECTORS
6,000
PLEASANT VOLUNTEER FIRE DEPT
539 PLEASANT DRIVE
WARREN
,
PA
16365
ENERGY EFFICIENCY
5,000
POINT BREEZE VOLUNTEER FIRE ASSOCIATION
1002 CENTER AVE
VERONA
,
PA
15147
FACILITIES MAINTENANCE
20,000
RICHIE COUNTY INTEGRATED FAMILY SERVICES INC
PO BOX 195
HARRISVILLE
,
WV
26362
EQUIPMENT UPGRADE
25,385
RICHLAND TOWNSHIP VOLUNTEER FIRE COMPANY
PO BOX 101
GIBSONIA
,
PA
15044
EQUIPMENT UPGRADE
20,000
RITCHIE COUNTY PRIMARY CARE ASSOC INC
135 S PENN AVE
HARRISVILLE
,
WV
26362
FACILITIES UPGRADE
80,000
RV SPORTS BOOSTERS
131 WOOD ST
NEW BETHLEHEM
,
PA
16242
SCHOLARSHIP FUND
500
SCOTTDALE VOLUNTEER FIRE DEPT
PO BOX 73
SCOTTDALE
,
PA
15683
EQUIPMENT UPGRADE
5,000
SETON HILL UNIVERSITY
ONE SETON HILL DRIVE BOX 190K
GREENSBURG
,
PA
15601
NURSING SKILLS LAB RENOVATION
10,000
SEWICKLEY ACADEMY
315 ACADEMY AVE
SEWICKLEY
,
PA
15143
FINANCIAL AID PROGRAM
10,000
SEWICKLEY TWP #2 - LOWBER VFD
386 LOWBER RD
LOWBER
,
PA
15660
FACILITIES/EQUIPMENT UPGRADE
2,500
SGR FOUNDATION
1515 POPLAR STREET
GREENSBURG
,
PA
15601
POLICE RADIOS
500
SHERRARD VOLUNTEER FIRE DEPARTMENT
511 SUNSET LANE
GLEN DALE
,
WV
26038
EQUIPMENT UPGRADE
10,000
SKILLSUSA PENNSYLVANIA DISTRICT 7
152 NBC DRIVE
LOYSBURG
,
PA
16659
VOTECH SKILLS COMPETITION
4,000
SLIPPERY ROCK UNIVERSITY FOUNDATION INC
PO BOX 233
SLIPPERY ROCK
,
PA
16057
SCHOLARSHIP PROGRAM
10,000
SOUTH SIDE LITTLE RAMS
114 ROGERS DRIVE
CLINTON
,
PA
15026
FACILITIES MAINTENANCE
5,000
SOUTHMORELAND YOUTH ATHLETIC ASSOCIATION
PO BOX 41
TARRS
,
PA
15688
ENERGY EFFICIENCY
30,000
SOUTHWINDS INC
2101 GREENTREE RD SUITE 201A
PITTSBURGH
,
PA
15220
ANNUAL CHARITY EVENT
3,000
SPECIAL OLYMPICS
1133 19TH STREET NW 12TH FLOOR
WASHINGTON
,
DC
200363604
KRISTEN JO OSWALD MEMORIAL
500
SUTERSVILLE VOLUNTEER FIRE DEPARTMENT
320 MUNICIPAL AVE
SUTERSVILLE
,
PA
15083
EQUIPMENT UPGRADE
5,000
THE GIORGIO FOUNDATION
118 MCDONALD DRIVE
DUNCANSVILLE
,
PA
16635
OFFICE MADNESS FOR NF1
500
THE MENNONITE HOME
1520 HARRISBURG PIKE
LANCASTER
,
PA
17601
FACILITIES MAINTENANCE
5,000
THE ROCK FULL GOSPEL CHURCH
1305 37TH STREET
PARKERSBURG
,
WV
26101
EQUIPMENT UPGRADE
30,000
THOMAS & SANDRA USHER YOUTH CAMP - SB2W CITIKIDZ
421 WAEVER MILL RD
RECTOR
,
PA
15677
NEW CONSTRUCTION POWER
20,000
TIMBER RIDGE SCHOOL
1463 NEW HOPE RD
CROSS JUNCTION
,
VA
22625
CAREER/TECH ED CTR
5,000
TOUCHSTONE CENTER FOR CRAFTS
1049 WHARTON FURNACE RD
FARMINGTON
,
PA
15437
FACILITIES MAINTENANCE
5,000
UNITARIAN UNIVERSALIST CONGREGATION OF FAIRFAX
2709 HUNTER MILL RD
OCKTON
,
VA
22124
ENERGY EFFICIENCY
5,000
UNIVERSITY OF PITTSBURGH
128 NORTH CRAIG ST
PITTSBURGH
,
PA
15260
ENERGY CONSERVATION
50,000
VOLUNTEER FIRE COMPANY OF MT LEBANON
555 WASHINGTON RD
PITTSBURGH
,
PA
15228
EQUIPMENT UPGRADE
5,000
WARREN COUNTY FAIR
371 BARTON RUN RD
PITTSFIELD
,
PA
16340
UNDERGROUND INFRASTRUCTURE
20,000
WARREN GENERAL HOSPITAL
TWO CRESCENT PARK
WARREN
,
PA
16365
PEDIATRICS REHAB EXPANSION
25,000
WARREN LIBRARY ASSOCIATION
205 MARKET STREET
WARREN
,
PA
16365
FACILITIES UPGRADE
25,000
WASHINGTON BOTTOM COMMUNITY BLDG ASSOC
PO BOX 14
WASHINGTON
,
WV
26181
EQUIPMENT UPGRADE
12,000
WCVWOT
12111 LONGVIEW DRIVE
NORTH HUNTINGDON
,
PA
15642
WARRIORS' OPEN
200
WESTERN PA APPRENTICESHIP TRAINING TRUST FUND
2360 VENTURE DRIVE
GIBSONIA
,
PA
15044
APPRENTICESHIP TRAINING
3,500
WESTMORELAND HOMESTEAD VOL FIRE DEPT
PO BOX 173
NORVELT
,
PA
15674
ENERGY EFFICIENCY
7,500
WESTMORELAND-FAYETTE COUNCIL BSA
20 GARDEN CENTER DRIVE
GREENSBURG
,
PA
15601
ENERGY EFFICIENCY
1,000
WINCHESTER MEDICAL CENTER FOUNDATION
220 CAMPUS BLVD SUITE 402A
WINCHESTER
,
VA
22601
FACILITIES MAINTENANCE
5,000
YOUNGSTOWN VOLUNTEER FIRE DEPARTMENT
PO BOX 283
YOUNGSTOWN
,
PA
15696
FACILITIES UPGRADE
10,000
YOUNGWOOD AREA PARK AND POOL ENTERPRISE LLC
801 S 10TH STREET
YOUNGWOOD
,
PA
15697
ENERGY EFFICIENCY
20,000
YOUNGWOOD VOLUNTEER HOSE CO #1
PO BOX 1013
YOUNGWOOD
,
PA
15697
EQUIPMENT/ENERGY UPGRADE
15,000
ZOOLOGICAL SOCIETY OF PITTSBURGH
ONE WILD PLACE
PITTSBURGH
,
PA
15206
PENGUIN EXHIBIT MAINTENANCE
10,000
Total
.................................
3a
1,665,280
b
Approved for future payment
Total
.................................
3b
0
Form
990-PF
(2019)
Form 990-PF (2019)
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.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
14
3,520
4
Dividends and interest from securities
....
14
26
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not 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
............
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
PASSTHROUGH INCOME
900099
1,196,717
b
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
1,196,717
3,546
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
1,200,263
(See worksheet in line 13 instructions to verify calculations.)
Part XVI-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
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
(2019)
Form 990-PF (2019)
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?
...........
Yes
No
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.
May the IRS discuss this return
with the preparer shown below
(see instr.)
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's Signature
Date
Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-PF
(2019)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description