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 06-01-2020 , and ending 05-31-2021
Name of foundation
BENZ WILLIAM L & MARGARET L FDN
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 185
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH, PA152300185
A Employer identification number

25-6276186
B Telephone number (see instructions)

(412) 234-0023
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$4,203,646J 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... 67,725 67,647  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 667,031
b Gross sales price for all assets on line 6a 3,377,900
7 Capital gain net income (from Part IV, line 2)... 667,031
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........ 734,756 734,678  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 15,936 9,561   6,374
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 4,309 0 0 4,309
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....       0
17 Interest............... 13 13   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 2,131 719   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 455 455    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 22,844 10,748 0 10,683
25 Contributions, gifts, grants paid....... 158,300 158,300
26 Total expenses and disbursements. Add lines 24 and 25 181,144 10,748 0 168,983
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 553,612
b Net investment income (if negative, enter -0-) 723,930
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 48,001 53,374 53,374
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 3,200,649 Click to see attachment3,749,157 4,150,272
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) 3,248,650 3,802,531 4,203,646
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 3,248,650 3,802,531
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 3,248,650 3,802,531
30 Total liabilities and net assets/fund balances (see instructions). 3,248,650 3,802,531
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
3,248,650
2
Enter amount from Part I, line 27a .....................
2
553,612
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
269
4
Add lines 1, 2, and 3 ..........................
4
3,802,531
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,802,531
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 7319.078 BNY MELLON INTL EQUITY INCOME FUND   2012-12-12 2020-08-12
b 202.808 BNY MELLON INTL EQUITY INCOME FUND   2019-09-03 2020-08-12
c 89.144 BNY MELLON INTL EQUITY INCOME FUND   2020-03-02 2020-08-12
d 50.964 BNYM DYN TTL RTRN-Y   2019-12-23 2020-08-12
e 1504.029 BNYM DYN TTL RTRN-Y   2012-08-06 2020-08-12
1969.403 ASG MANAGED FUTURES STRAT-Y   2012-08-06 2020-08-12
96.074 ASG MANAGED FUTURES STRAT-Y   2019-12-30 2020-08-12
2169.6728 MELLON OPTIMA L/S STRATEGY FD LLC   2006-03-30 2020-08-27
14164.997 BNY MELLON CORP BOND-M   2012-12-12 2020-12-28
298.368 BNY MELLON CORP BOND-M   2020-06-30 2020-12-28
207.299 BNY MELLON CORP BOND-M   2020-01-31 2020-12-28
1194.477 BNY MELLON MID CAP STK FD CL M   2020-12-16 2020-12-28
3902.523 BNY MELLON MID CAP STK FD CL M   2012-12-12 2020-12-28
4160.393 BNY MELLON S/T US GVT SECS FD CL M   2015-12-10 2020-12-28
47.595 BNY MELLON S/T US GVT SECS FD CL M   2020-06-30 2020-12-28
32.917 BNY MELLON S/T US GVT SECS FD CL M   2020-01-31 2020-12-28
3763. BNY MELLON EMERGING MKTS FD CL M SHS   2017-08-02 2020-12-28
40.036 BNYM SEL MGR S/C VAL-Y   2019-12-31 2020-12-28
1991.666 BNYM SEL MGR S/C VAL-Y   2010-08-06 2020-12-28
6182.21 BNYM US EQUITY FUND-Y   2014-11-05 2020-12-28
89.107 BNYM US EQUITY FUND-Y   2019-12-31 2020-12-28
77.278 BNYM US EQUITY FUND-Y   2020-12-14 2020-12-28
135.049 BNYM SELECT MGR S/C GRW-Y   2020-12-17 2020-12-28
1746.904 BNYM SELECT MGR S/C GRW-Y   2012-12-12 2020-12-28
2579.725 BNY MELLON DYNAMIC VALUE FUND - CLASS Y   2014-11-05 2020-12-28
453.927 BNY MELLON DYNAMIC VALUE FUND - CLASS Y   2020-03-23 2020-12-28
89.311 BNY MELLON DYNAMIC VALUE FUND - CLASS Y   2020-12-08 2020-12-28
1642.403 BNYM OPPORT SM CAP-Y   2010-08-06 2020-12-28
1675.653 BNYM GLBL RL RTRN -Y   2016-12-29 2020-12-28
40.251 BNYM GLBL RL RTRN -Y   2019-12-30 2020-12-28
101.698 BNYM GLBL DYN BND INC-Y   2020-08-03 2020-12-28
78.987 BNYM GLBL DYN BND INC-Y   2019-12-30 2020-12-28
3124.722 BNYM GLBL DYN BND INC-Y   2018-11-28 2020-12-28
1371.782 BNYM DIV EMG MKTS-Y   2014-11-05 2020-12-28
376.213 BNYM DIVERSIFIED INTL-Y   2019-12-31 2020-12-28
17194.315 BNYM DIVERSIFIED INTL-Y   2012-12-27 2020-12-28
1875. BNYM GLBL RL EST SEC-Y   2012-08-06 2020-12-28
5791.017 BNYM RESEARCH GROWTH-Y   2014-11-05 2020-12-28
161.096 BNYM RESEARCH GROWTH-Y   2020-06-23 2020-12-28
349.709 BNYM RESEARCH GROWTH-Y   2020-12-10 2020-12-28
26.701 ASG GLOBAL ALTERNATIVES FUND-Y   2019-12-30 2020-12-28
2310.133 ASG GLOBAL ALTERNATIVES FUND-Y   2016-12-30 2020-12-28
443.077 BNY MELLON INCOME STK FD CL M   2020-06-30 2020-12-29
7291.223 BNY MELLON INCOME STK FD CL M   2020-01-31 2020-12-29
21822.825 BNY MELLON INCOME STK FD CL M   2012-08-06 2020-12-29
20561.52 BNY MELLON INTERMEDIATE BOND FD CL M   2006-03-30 2020-12-29
11792.828 BNYM LARGE CAP GROWTH-Y   2012-12-27 2020-12-30
500.272 BNYM LARGE CAP GROWTH-Y   2020-12-17 2020-12-30
3174.804 BNYM LARGE CAP GROWTH-Y   2020-03-23 2020-12-30
384.3723 MELLON OPTIMA L/S STRATEGY FD LLC   2019-12-31 2020-12-30
888.5803 MELLON OPTIMA L/S STRATEGY FD LLC   2006-03-30 2020-12-30
9256.658 BNYM LARGE CAP GROWTH-Y   2012-12-27 2020-12-31
907.3228 MOLSSF LIQUIDATING TRUST   2020-12-30 2021-01-29
315. ISHARES S&P 500 INDEX FUND   2020-12-29 2021-02-12
155. ISHARES S&P 500 INDEX FUND   2020-12-29 2021-04-01
5706.522 BNYM INTL SMALL CAP-Y   2015-07-27 2021-04-05
1233.647 BNYM INTL SMALL CAP-Y   2020-12-21 2021-04-05
229.6085 MOLSSF LIQUIDATING TRUST   2020-12-30 2021-05-27
1. PARTNERSHIP CAPITAL GAINS   2019-12-31 2021-05-31
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 82,925   95,819 -12,894
b 2,298   2,586 -288
c 1,010   942 68
d 843   839 4
e 24,892   19,019 5,873
19,694   18,788 906
961   900 61
158,368   195,994 -37,626
197,177   182,525 14,652
4,153   4,089 64
2,886   2,721 165
24,833   24,499 334
81,133   51,427 29,706
48,801   48,821 -20
558   560 -2
386   388 -2
47,000   40,199 6,801
1,063   865 198
52,879   35,843 17,036
151,711   118,562 33,149
2,187   1,884 303
1,896   1,840 56
4,419   4,363 56
57,159   33,530 23,629
97,178   101,496 -4,318
17,099   10,000 7,099
3,364   3,350 14
55,037   41,175 13,862
27,983   23,811 4,172
672   617 55
1,271   1,263 8
987   961 26
39,059   37,349 1,710
40,303   29,740 10,563
5,617   5,083 534
256,711   182,615 74,096
16,163   15,730 433
118,716   82,317 36,399
3,302   2,747 555
7,169   6,987 182
296   303 -7
25,642   24,154 1,488
3,709   3,344 365
61,028   37,048 23,980
182,657   180,459 2,198
269,356   253,632 15,724
304,963   146,701 158,262
12,937   12,897 40
82,100   49,743 32,357
29,325   29,147 178
67,792   75,089 -7,297
240,766   109,877 130,889
70,390   69,222 1,168
123,526   117,854 5,672
62,094   57,991 4,103
90,620   76,221 14,399
19,590   17,426 2,164
17,460   17,517 -57
197     197
      53,589
      53,589
      53,589
      53,589
      53,589
      53,589
      53,589
      53,589
      53,589
      53,589
      53,589
      53,589
      53,589
      53,589
      53,589
      53,589
      53,589
      53,589
      53,589
      53,589
      53,589
      53,589
      53,589
      53,589
      53,589
      53,589
      53,589
      53,589
      53,589
      53,589
      53,589
      53,589
      53,589
      53,589
      53,589
      53,589
      53,589
      53,589
      53,589
      53,589
      53,589
      53,589
      53,589
      53,589
      53,589
      53,589
      53,589
      53,589
      53,589
      53,589
      53,589
      53,589
      53,589
      53,589
      53,589
      53,589
      53,589
      53,589
      53,589
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       -12,894
b       -288
c       68
d       4
e       5,873
      906
      61
      -37,626
      14,652
      64
      165
      334
      29,706
      -20
      -2
      -2
      6,801
      198
      17,036
      33,149
      303
      56
      56
      23,629
      -4,318
      7,099
      14
      13,862
      4,172
      55
      8
      26
      1,710
      10,563
      534
      74,096
      433
      36,399
      555
      182
      -7
      1,488
      365
      23,980
      2,198
      15,724
      158,262
      40
      32,357
      178
      -7,297
      130,889
      1,168
      5,672
      4,103
      14,399
      2,164
      -57
      197
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 667,031
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 10,063
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 10,063
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 10,063
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 1,613
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,613
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 8,450
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet0 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletPA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletBNY MELLON NA Telephone no.bullet (412) 234-0023

    Located atbulletPO BOX 185PITTSBURGHPA ZIP+4bullet152300185
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
    No
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    BNY MELLON NA TRUSTEE
    0     		15,936    
    PO Box 185
    Pittsburgh,PA152300185
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    3,789,842
    b
    Average of monthly cash balances.......................
    1b
    95,334
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    3,885,176
    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
    3,885,176
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    58,278
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    3,826,898
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    191,345
    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
    191,345
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    10,063
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    10,063
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    181,282
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    181,282
    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
    181,282
    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
    168,983
    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
    168,983
    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
    168,983
    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 7 181,282
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 0
    b From 2016...... 0
    c From 2017...... 0
    d From 2018...... 0
    e From 2019...... 8,511
    fTotal of lines 3a through e........ 8,511
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 168,983
    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..... 168,983
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 8,511 8,511
    (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 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 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 ..........     		3,788
    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 ......     		0
    10 Analysis of line 9:
    a Excess from 2016.... 0
    b Excess from 2017.... 0
    c Excess from 2018.... 0
    d Excess from 2019.... 0
    e Excess from 2020.... 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    NONE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    LAURIE MORITZ - BNY MELLON N A
    PO BOX 185
    PITTSBURGH,PA15230
    (412) 234-0023
    bThe form in which applications should be submitted and information and materials they should include:
    AVAILABLE UPON REQUEST
    cAny submission deadlines:
    N/A
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    N/A
    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
    GROVE CITY COLLEGE
    100 CAMPUS DRIVE
    GROVE CITY,PA16127     		NONE I EDUCATIONAL SCHOLARSHIPS 2,600
    FRANKLIN AND MARSHALL COLLEGE
    637 COLLEGE AVENUE
    LANCASTER,PA17603     		NONE I EDUCATIONAL SCHOLARSHIPS 3,000
    GARRETT COLLEGE
    687 MOSSER ROAD
    MCHENRY,MD21541     		NONE I EDUCATIONAL SCHOLARSHIPS 2,100
    DAVIS & ELKINS COLLEGE
    100 CAMPUS DRIVE
    ELKINS,WV26241     		NONE I EDUCATIONAL SCHOLARSHIPS 3,100
    CITIZENS SCHOOL OF NURSING
    539 PITTSBURGH MILLS CIR
    Tarentum,PA15084     		NONE I SCHOLARSHIPS 2,000
    FAIRMONT STATE UNIVERSITY
    1201 LOCUST AVE
    FAIRMONT,WV26554     		NONE I SCHOLARSHIPS 1,500
    UNIVERSITY OF ALABAMA
    500 UNIVERSITY BOULEVARD
    Tuscaloosa,AL35487     		NONE I SCHOLARSHIPS 1,000
    CARLOW UNIVERSITY
    3333 FIFTH AVE
    PITTSBURGH,PA15213     		NONE I SCHOLARSHIPS 3,100
    MARYWOOD UNIVERSITY
    2300 ADAMS AVE
    Scranton,PA18509     		NONE I SCHOLARSHIPS 3,000
    SHIPPENSBURG UNIVERSITY
    1871 OLD MAIN DR
    Shippensburg,PA17257     		NONE I SCHOLARSHIPS 1,600
    WESTMORELAND COUNTY COMMUNITY COLLEGE
    145 PAVILION LANE
    YOUNGWOOD,PA15697     		NONE I EDUCATIONAL SCHOLARSHIPS 4,900
    WEST VIRGINIA UNIVERSITY
    PO BOX 6201
    MORGANTOWN,WV26506     		NONE I EDUCATIONAL SCHOLARSHIPS 3,100
    WASHINGTON & JEFFERSON COLLEGE
    60 S LINCOLN STREET
    WASHINGTON,PA15301     		NONE I EDUCATIONAL SCHOLARSHIPS 6,500
    UNIVERSITY OF PITTSBURGH-JOHNSTOWN
    450 SCHOOLHOUSE ROAD
    JOHNSTOWN,PA15904     		NONE I EDUCATIONAL SCHOLARSHIPS 7,800
    UNIVERSITY OF PITTSBURGH
    4200 FIFTH AVENUE
    Pittsburgh,PA15260     		NONE I EDUCATIONAL SCHOLARSHIPS 15,300
    ST GEORGE'S UNIVERSITY GRENADA
    3500 SUNRISE HIGHWAY BUILDING 300
    GREAT RIVER,NY11739     		NONE I EDUCATIONAL SCHOLARSHIPS 4,200
    SLIPPERY ROCK UNIVERSITY
    1 MORROW WAY
    SLIPPERY ROCK,PA16057     		NONE I EDUCATIONAL SCHOLARSHIPS 3,400
    SETON HILL UNIVERSITY
    1 SETON HILL DRIVE
    GREENSBURG,PA15601     		NONE I EDUCATIONAL SCHOLARSHIPS 6,700
    SAINT VINCENT COLLEGE
    300 FRASER PURCHASE ROAD
    LATROBE,PA15650     		NONE I EDUCATIONAL SCHOLARSHIPS 3,200
    SAINT FRANCIS UNIVERSITY
    117 EVERGREEN DRIVE
    Loretto,PA15940     		NONE I EDUCATIONAL SCHOLARSHIPS 9,600
    POINT PARK UNIVERSITY
    201 WOOD ST
    PITTSBURGH,PA15222     		NONE I EDUCATIONAL SCHOLARSHIPS 3,600
    PHILADELPHIA COLLEGE OF
    OSTEOPATHIC MEDICINE
    4170 CITY AVE
    PHILADELPHIA,PA19131     		NONE I EDUCATIONAL SCHOLARSHIPS 4,700
    OHIO STATE UNIVERSITY
    281 W LANE AVE
    Columbus,OH43210     		NONE I EDUCATIONAL SCHOLARSHIPS 3,100
    FLORIDA GULF COAST UNIVERSITY
    10501 FGCU BLVD S
    FORT MEYERS,FL33965     		NONE I EDUCATIONAL SCHOLARSHIPS 3,300
    DUQUESNE UNIVERSITY
    600 FORBES AVENUE
    PITTSBURGH,PA15282     		NONE I EDUCATIONAL SCHOLARSHIP 14,200
    CLARION UNIVERSITY
    840 WOOD ST
    CLARION,PA16214     		NONE I EDUCATIONAL SCHOLARSHIPS 1,700
    CHATHAM UNIVERSITY
    1 WOODLAND ROAD
    PTTTSBURGH,PA15232     		NONE I EDUCATIONAL SCHOLARSHIPS 3,100
    CALIFORNIA UNIVERSITY OF PENNSYLVANIA
    250 UNIVERSITY AVENUE
    CALIFORNIA,PA15419     		NONE PC EDUCATIONAL SCHOLARSHIPS 1,600
    INDIANA UNIVERSITY OF PENNSYLVANIA
    1011 SOUTH DRIVE
    INDIANA,PA15705     		NONE I EDUCATIONAL SCHOLARSHIPS 17,700
    BLAIRSVILLE PUBLIC LIBRARY
    113 N WALNUT STREET
    BLAIRSVILLE,PA15717     		NONE I GENERAL OPERATING PURPOSES 17,600
    Total .................................bullet 3a 158,300
    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 67,725  
    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 ............     		    18 667,031  
    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)..   734,756  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    734,756
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 InvestmentsOtherSchedule2
    Name:
    BENZ WILLIAM L & MARGARET L FDN
    EIN:
    25-6276186
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    05569M509 BNY MELLON MID CAP S AT COST 124,540 266,646
    261949739 DREYFUS FLOATING RAT      
    261986210 DREYFUS L/C EQUITY F      
    999Z86567 MELLON OPTIMA L/S ST      
    007565146 ADVANTAGE DYN TOTAL      
    05569M855 BNY MELLON EMERGING AT COST 190,365 280,195
    05580W403 BNY MELLON ABS INSIG      
    05569M814 BNY MELLON INTERMEDI      
    261986228 DREYFUS DIVERSIFIED      
    26203H508 DREYFUS RESEARCH GRO      
    007568876 DREYFUS OPPORT SM CA      
    05569M384 BNY MELLON INTL EQUI      
    05569M780 BNY MELLON S/T US GV      
    261986277 DREYFUS GLOBAL REAL      
    63872T729 ASG MANAGED FUTURES      
    86271F560 DREYFUS SELECT MGER      
    26203E646 DREYFUS DIVERSIFIED      
    05569M301 BNY MELLON INCOME ST      
    26201F777 DREYFUS INTL SMALL C      
    86271F552 DREYFUS US EQUITY FU      
    007568405 DREYFUS STRATEGIC VA      
    05569M830 BNY MELLON BOND FD C AT COST 1,211,658 1,188,384
    86271F529 DREYFUS SELECT MGER      
    007565120 DREYFUS GLOBAL REAL      
    261980759 DREYFUS PREM LT TRM      
    63872T885 ASG GLOBAL ALTERNATI      
    007568108 DREYFUS GLOBAL DYNAM      
    05569M368 BNY MELLON CORP BOND      
    05587K824 BNYM SEL MGR S/C VAL      
    05588F709 BNYM GLBL RL EST SEC AT COST 37,050 46,007
    05588F600 BNYM DIVERSIFIED INT      
    05587K865 BNYM SELECT MGR S/C      
    05587N794 BNYM GLBL RL RTRN -Y      
    05587N851 BNYM GLBL DYN BND IN      
    05587N703 BNY MELLON DYNAMIC V      
    05589K400 BNYM FLTNG RT INC-Y AT COST 175,818 173,032
    05587K832 BNYM US EQUITY FUND-      
    05588F501 BNYM LARGE CAP GROWT      
    05587N505 BNYM DYN TTL RTRN-Y      
    05588D811 BNYM DIV EMG MKTS-Y      
    05587N737 BNYM OPPORT SM CAP-Y      
    05588E850 BNY MELLON HIGH YIEL AT COST 174,203 172,097
    05588Q507 BNYM RESEARCH GROWTH      
    09661F701 BNYM INTL SMALL CAP-      
    921075297 VAN ECK CM COMMODITY AT COST 38,949 48,274
    05569M806 BNY MELLON SMALL CAP AT COST 246,000 260,976
    87234N765 TCW EMERGING MARKETS AT COST 143,472 140,555
    464288273 ISHARES MSCI EAFE SM AT COST 102,532 106,049
    9DDI00547 MOLSSF LIQUIDATING T AT COST 10,377 10,344
    464287200 ISHARES S&P 500 INDE AT COST 1,078,945 1,218,569
    05569M871 BNY MELLON INTL FD C AT COST 215,248 239,144

    TY 2020 LegalFeesSchedule
    Name:
    BENZ WILLIAM L & MARGARET L FDN
    EIN:
    25-6276186
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    NON-ALLOCABLE LEGAL FEES 4,309     4,309


    TY 2020 OtherExpensesSchedule
    Name:
    BENZ WILLIAM L & MARGARET L FDN
    EIN:
    25-6276186
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FROM PARTNERSHIP/S-CORP 455 455   0


    TY 2020 OtherIncreasesSchedule
    Name:
    BENZ WILLIAM L & MARGARET L FDN
    EIN:
    25-6276186
    Description Amount
    MOLSSF PARTNERHSIP ADJUSTMENT 269


    TY 2020 TaxesSchedule
    Name:
    BENZ WILLIAM L & MARGARET L FDN
    EIN:
    25-6276186
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 646 646   0
    FEDERAL TAX PAYMENT - PRIOR YE 607 0   0
    FEDERAL ESTIMATES - PRINCIPAL 805 0   0
    FOREIGN TAXES ON NONQUALIFIED 73 73   0