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 07-01-2020 , and ending 06-30-2021
Name of foundation
MUSSER CUSTER MEMORIAL FUND - UD
 
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

23-6226957
B Telephone number (see instructions)

(212) 922-6585
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$19,799,899J 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... 295,240 296,268  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 839,034
b Gross sales price for all assets on line 6a 3,566,534
7 Capital gain net income (from Part IV, line 2)... 839,034
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)....... Click to see attachment 6,667    
12 Total. Add lines 1 through 11........ 1,140,941 1,135,302  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 11,368 6,821   4,547
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 17,375 7,645   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 28,743 14,466 0 4,547
25 Contributions, gifts, grants paid....... 847,169 847,169
26 Total expenses and disbursements. Add lines 24 and 25 875,912 14,466 0 851,716
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 265,029
b Net investment income (if negative, enter -0-) 1,120,836
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......... 78,133 258,095 258,095
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).......... 13,685,910 Click to see attachment13,771,016 19,541,804
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) 13,764,043 14,029,111 19,799,899
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........ 13,764,043 14,029,111
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)..... 13,764,043 14,029,111
30 Total liabilities and net assets/fund balances (see instructions). 13,764,043 14,029,111
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
13,764,043
2
Enter amount from Part I, line 27a .....................
2
265,029
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
39
4
Add lines 1, 2, and 3 ..........................
4
14,029,111
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
14,029,111
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 320. AT&T INC   2019-08-27 2020-07-06
b 92. SQUARE INC - A   2019-04-10 2020-07-13
c 62. CROWDSTRIKE HOLDINGS INC - A   2020-05-19 2020-07-15
d 77. PAYPAL HOLDINGS INC   2019-07-29 2020-07-15
e 15. TRADE DESK INC/THE   2020-03-09 2020-07-15
9. ADOBE SYS INC COM   2020-02-28 2020-07-16
17. ADOBE SYS INC COM   2013-02-04 2020-07-16
61. SALESFORCE COM INC   2010-06-28 2020-07-16
22. UNITED HEALTH GROUP INC   2019-11-18 2020-07-17
16. VERTEX PHARMACEUTICALS INC   2019-06-05 2020-07-17
5000. BNY MELLON INTL FD CL M SHSS   2018-10-03 2020-07-20
485.488 BNYM INTL STCK-Y   2019-12-31 2020-07-20
2514.512 BNYM INTL STCK-Y   2018-10-03 2020-07-20
4440.685 BNY MELLON INTL EQTY-Y   2018-10-03 2020-07-20
3344. BNYM MIDCAP INDEX FUND, INC.-I   2015-04-21 2020-07-20
90. PROCTER & GAMBLE CO COM   2020-03-19 2020-07-27
10001.337 BNY MELLON INTERMEDIATE BOND FD CL M   2009-02-24 2020-07-31
15860.428 BNY MELLON BOND FD CL M   2019-05-13 2020-07-31
3701.877 BNY MELLON INTL EQTY-Y   2015-08-14 2020-07-31
190. ADVANCED MICRO DEVICES INC   2019-02-19 2020-08-03
180. EXELON CORP   2018-02-22 2020-08-03
25. NEXTERA ENERGY INC   2018-06-27 2020-08-03
108. PAYPAL HOLDINGS INC   2019-05-09 2020-08-03
36. PAYPAL HOLDINGS INC   2019-10-28 2020-08-03
34. S & P GLOBAL INC   2019-06-19 2020-08-07
180. BIOMARIN PHARMACEUTICAL INC   2020-06-25 2020-08-24
20. ADVANCED MICRO DEVICES INC   2019-02-19 2020-09-01
2. ALPHABET INC/CA   2019-11-25 2020-09-01
13. KLA TENCOR CORP   2019-10-28 2020-09-01
13. PAYPAL HOLDINGS INC   2019-10-28 2020-09-01
15. SQUARE INC - A   2019-04-10 2020-09-01
117. CONSTELLATION BRANDS INC   2015-08-13 2020-09-02
29. NVIDIA CORP   2020-01-23 2020-09-04
6. ALPHABET INC/CA   2019-11-25 2020-09-09
21. CROWDSTRIKE HOLDINGS INC - A   2020-05-19 2020-09-09
14. COSTCO WHSL CORP NEW   2018-02-22 2020-09-17
61. NIKE INC CL B   2018-02-14 2020-09-17
8. YUM BRANDS INC   2018-02-22 2020-09-29
42. YUM BRANDS INC   2020-02-10 2020-09-29
120. YUM BRANDS INC   2020-06-03 2020-09-29
470. EXXON MOBIL CORP   2019-05-09 2020-10-07
95. ELI LILLY & CO COM   2020-06-23 2020-10-28
82. VERTEX PHARMACEUTICALS INC   2019-06-05 2020-10-30
96. DISNEY (WALT) COMPANY HOLDING CO.   2017-12-15 2020-11-02
88. AMGEN INC   2019-08-16 2020-11-11
35. AMGEN INC   2020-06-25 2020-11-11
42. COSTCO WHSL CORP NEW   2017-01-06 2020-11-11
61. DOLLAR GENERAL CORP   2020-03-30 2020-11-11
64.9212 VIATRIS INC   2017-10-25 2020-11-20
52.1131 VIATRIS INC   2020-05-04 2020-11-20
71.9657 VIATRIS INC   2020-06-03 2020-11-20
.8407 VIATRIS INC   2017-10-30 2020-11-25
66. J P MORGAN CHASE & CO   2018-02-22 2021-01-07
160. TRUIST FINL CORP   2019-11-06 2021-01-07
97. DISNEY (WALT) COMPANY HOLDING CO.   2018-02-22 2021-01-15
15. NVIDIA CORP   2020-01-23 2021-01-21
25. SQUARE INC - A   2019-04-10 2021-01-21
220. BRISTOL MYERS SQUIBB CO COM   2016-01-20 2021-01-27
280. COMCAST CORP NEW CL A   2018-07-13 2021-01-27
170. COCA-COLA CO USD   2019-09-11 2021-02-03
130. PFIZER INC COM   2017-10-25 2021-02-03
420. PFIZER INC COM   2020-05-04 2021-02-03
260. PFIZER INC COM   2020-08-24 2021-02-03
45. PROCTER & GAMBLE CO COM   2020-03-19 2021-02-03
42. APPLE COMPUTER INC COM   2020-02-19 2021-02-04
109. CELANESE CORP DEL   2020-09-01 2021-02-04
12. MICROSOFT CORP COM   2019-11-15 2021-02-04
36. SQUARE INC - A   2019-04-10 2021-02-04
59. DEERE & COMPANY   2018-02-22 2021-02-05
115. TRANE TECHNOLOGIES PLC   2018-02-22 2021-02-05
36. MICROSOFT CORP COM   2019-06-24 2021-02-08
35. SQUARE INC - A   2019-04-10 2021-02-08
410. PFIZER INC COM   2020-06-03 2021-02-09
400. PFIZER INC COM   2017-10-30 2021-02-09
62. APPLE COMPUTER INC COM   2020-02-19 2021-02-11
46. APPLE COMPUTER INC COM   2019-10-28 2021-02-11
710. SCHWAB CHARLES CORP NEW   2015-05-11 2021-02-19
135. APPLE COMPUTER INC COM   2019-10-28 2021-02-23
94. APPLE COMPUTER INC COM   2019-10-28 2021-02-25
44. PAYPAL HOLDINGS INC   2019-04-10 2021-02-25
128. DOLLAR GENERAL CORP   2020-03-20 2021-03-01
26. NVIDIA CORP   2020-01-15 2021-03-01
24. CHARTER COMMUNICATIONS INC-A   2020-02-03 2021-03-04
23. CHARTER COMMUNICATIONS INC-A   2020-02-03 2021-03-05
44. COSTCO WHSL CORP NEW   2016-10-03 2021-03-05
55. NVIDIA CORP   2020-01-09 2021-03-05
3. O'REILLY AUTOMOTIVE INC   2020-04-29 2021-03-05
29. O'REILLY AUTOMOTIVE INC   2020-11-11 2021-03-05
233. APPLE COMPUTER INC COM   2019-10-10 2021-03-08
66. PROCTER & GAMBLE CO COM   2018-12-06 2021-03-11
44. PROCTER & GAMBLE CO COM   2020-04-03 2021-03-11
38. AMERICAN TOWER CORP-CL A   2020-04-03 2021-03-15
15. AMERICAN TOWER CORP-CL A   2015-07-06 2021-03-15
42. EQUINIX INC   2017-06-21 2021-03-15
310. NEXTERA ENERGY INC   2018-05-09 2021-03-16
35. O'REILLY AUTOMOTIVE INC   2020-04-24 2021-03-16
131. OTIS WORLDWIDE CORP   2019-10-21 2021-03-25
129. OTIS WORLDWIDE CORP   2020-04-08 2021-03-25
380. BANK AMER CORP   2018-02-22 2021-04-06
6222. BNY MELLON INCOME STK FD CL M   2018-11-07 2021-04-13
13333.334 BNY MELLON INTL FD CL M SHSS   2008-12-04 2021-04-13
434.633 BNYM US EQUITY FUND-Y   2020-12-14 2021-04-13
26232.034 BNYM US EQUITY FUND-Y   2010-08-05 2021-04-13
14518.002 BNYM DYN TTL RTRN-Y   2015-04-21 2021-04-13
24. CHARTER COMMUNICATIONS INC-A   2020-02-03 2021-04-16
130. MONDELEZ INTERNATIONAL INC   2020-11-11 2021-04-16
540. MONDELEZ INTERNATIONAL INC   2016-03-22 2021-04-16
44. PROCTER & GAMBLE CO COM   2018-12-06 2021-04-16
261. OTIS WORLDWIDE CORP   2020-04-08 2021-04-20
131. YUM BRANDS INC   2014-04-24 2021-04-26
130. AMERICAN INTERNATIONAL GROUP   2019-09-17 2021-04-29
210. SYNCHRONY FINANCIAL   2018-08-01 2021-04-29
110. PROCTER & GAMBLE CO COM   2018-12-06 2021-05-04
116. NIKE INC CL B   2018-02-14 2021-05-07
39. THERMO ELECTRON CORP   2019-02-28 2021-05-14
312. APPLE COMPUTER INC COM   2019-08-01 2021-05-26
42. DEERE & COMPANY   2018-02-22 2021-05-27
49. O'REILLY AUTOMOTIVE INC   2020-04-24 2021-05-27
211. ABBOTT LABORATORIES   2014-04-08 2021-06-01
243. APPLE COMPUTER INC COM   2019-08-01 2021-06-14
82. ELI LILLY & CO COM   2020-06-23 2021-06-14
82. TEXAS INSTRUMENTS INC   2021-03-05 2021-06-14
227. YUM BRANDS INC   2010-03-26 2021-06-14
330. LAS VEGAS SANDS CORP   2020-09-02 2021-06-15
580. LAS VEGAS SANDS CORP   2020-09-02 2021-06-23
60. LUMENTUM HOLDINGS INC   2020-02-24 2021-06-24
60. LUMENTUM HOLDINGS INC   2020-07-06 2021-06-24
25. TEXAS INSTRUMENTS INC   2020-09-09 2021-06-24
8. TEXAS INSTRUMENTS INC   2021-03-05 2021-06-24
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(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 9,705   11,133 -1,428
b 11,532   6,956 4,576
c 6,273   4,892 1,381
d 13,104   8,621 4,483
e 6,409   3,333 3,076
3,798   3,035 763
7,174   650 6,524
11,180   1,397 9,783
6,771   6,032 739
4,688   2,776 1,912
62,800   67,600 -4,800
10,637   10,147 490
55,093   47,575 7,518
91,034   95,253 -4,219
96,708   132,625 -35,917
11,381   10,374 1,007
131,218   124,851 6,367
217,922   200,000 17,922
74,149   75,000 -851
14,822   4,628 10,194
6,847   6,718 129
6,947   4,201 2,746
21,245   11,837 9,408
7,082   3,889 3,193
11,714   7,796 3,918
13,157   22,250 -9,093
1,818   487 1,331
3,273   2,609 664
2,677   2,266 411
2,699   1,404 1,295
2,514   1,122 1,392
21,924   14,923 7,001
14,156   7,300 6,856
9,252   7,828 1,424
2,674   1,657 1,017
4,729   2,624 2,105
7,107   4,293 2,814
727   627 100
3,815   4,298 -483
10,900   11,410 -510
15,684   35,938 -20,254
12,582   15,253 -2,671
17,041   14,172 2,869
11,583   10,137 1,446
21,209   17,965 3,244
8,435   8,187 248
15,644   7,058 8,586
13,073   9,015 4,058
1,120   979 141
899   829 70
1,241   1,119 122
14   13 1
9,010   7,645 1,365
8,248   8,787 -539
16,576   10,231 6,345
8,149   3,776 4,373
5,477   1,870 3,607
13,690   14,499 -809
13,669   9,885 3,784
8,300   9,308 -1,008
4,529   4,464 65
14,631   15,036 -405
9,057   9,556 -499
5,781   5,172 609
5,683   3,402 2,281
13,722   11,295 2,427
2,888   1,796 1,092
8,464   2,692 5,772
18,258   9,725 8,533
17,204   8,096 9,108
8,694   5,214 3,480
9,037   2,618 6,419
14,269   14,035 234
13,921   13,515 406
8,317   5,022 3,295
6,171   2,858 3,313
43,830   22,728 21,102
16,696   8,387 8,309
11,520   5,840 5,680
11,230   4,753 6,477
24,459   18,026 6,433
14,215   6,447 7,768
14,735   12,854 1,881
14,180   12,318 1,862
13,574   6,732 6,842
26,228   13,462 12,766
1,361   1,176 185
13,155   13,482 -327
27,402   14,180 13,222
8,397   6,816 1,581
5,598   5,047 551
8,209   8,272 -63
3,240   1,784 1,456
28,156   21,147 7,009
23,419   12,649 10,770
16,897   13,702 3,195
8,806   9,316 -510
8,671   5,580 3,091
15,073   12,121 2,952
60,291   59,233 1,058
200,000   157,768 42,232
11,409   10,478 931
688,591   509,228 179,363
250,000   240,667 9,333
15,391   12,854 2,537
7,638   7,526 112
31,725   22,801 8,924
6,039   4,046 1,993
18,466   11,291 7,175
15,183   8,628 6,555
6,338   7,390 -1,052
9,246   6,165 3,081
14,858   10,116 4,742
15,975   7,866 8,109
17,925   10,384 7,541
39,626   17,723 21,903
15,114   6,923 8,191
26,009   18,847 7,162
22,526   16,034 6,492
31,434   13,193 18,241
18,452   13,165 5,287
15,469   13,340 2,129
26,727   7,406 19,321
17,767   16,714 1,053
30,852   28,612 2,240
4,906   4,825 81
4,906   5,093 -187
4,697   3,485 1,212
1,503   1,301 202
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
      214,495
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -1,428
b       4,576
c       1,381
d       4,483
e       3,076
      763
      6,524
      9,783
      739
      1,912
      -4,800
      490
      7,518
      -4,219
      -35,917
      1,007
      6,367
      17,922
      -851
      10,194
      129
      2,746
      9,408
      3,193
      3,918
      -9,093
      1,331
      664
      411
      1,295
      1,392
      7,001
      6,856
      1,424
      1,017
      2,105
      2,814
      100
      -483
      -510
      -20,254
      -2,671
      2,869
      1,446
      3,244
      248
      8,586
      4,058
      141
      70
      122
      1
      1,365
      -539
      6,345
      4,373
      3,607
      -809
      3,784
      -1,008
      65
      -405
      -499
      609
      2,281
      2,427
      1,092
      5,772
      8,533
      9,108
      3,480
      6,419
      234
      406
      3,295
      3,313
      21,102
      8,309
      5,680
      6,477
      6,433
      7,768
      1,881
      1,862
      6,842
      12,766
      185
      -327
      13,222
      1,581
      551
      -63
      1,456
      7,009
      10,770
      3,195
      -510
      3,091
      2,952
      1,058
      42,232
      931
      179,363
      9,333
      2,537
      112
      8,924
      1,993
      7,175
      6,555
      -1,052
      3,081
      4,742
      8,109
      7,541
      21,903
      8,191
      7,162
      6,492
      18,241
      5,287
      2,129
      19,321
      1,053
      2,240
      81
      -187
      1,212
      202
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 839,034
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 15,580
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 15,580
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 15,580
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 12,600
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 12,600
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 2,980
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 (212) 922-6585

    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
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    BNY MELLON N A TRUSTEE
    0     		11,368    
    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
    17,765,042
    b
    Average of monthly cash balances.......................
    1b
    214,909
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    17,979,951
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    17,979,951
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    269,699
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    17,710,252
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    885,513
    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
    885,513
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    15,580
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    15,580
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    869,933
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    869,933
    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
    869,933
    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
    851,716
    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
    851,716
    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
    851,716
    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 7 869,933
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 190,034
    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...... 0
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 851,716
    a Applied to 2019, but not more than line 2a 190,034
    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..... 661,682
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 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 ..........     		208,251
    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 email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    YMCA OF READING
    ATTN ACCOUNTING DEPARTMENT
    READING,PA19601     		NONE PC GENERAL OPERATING PURPOSES 25,415
    AMERICAN NATIONAL RED CROSS
    BERKS COUNTY CHAPTER
    READING,PA19601     		NONE PC GENERAL OPERATING PURPOSES 25,415
    THE CHILDRENS HOME OF READING
    1010 CENTER AVENUE
    READING,PA19601     		NONE PC GENERAL OPERATING PURPOSES 110,132
    ST JOSEPH MEDICAL CENTER FDN
    ATTN FDN DEPT
    READING,PA19603     		NONE PC GENERAL OPERATING PURPOSES 46,594
    MEMORIAL CHURCH OF THE HOLY CROSS
    ATTN LARRY KITTERMAN
    READING,PA19601     		NONE PC GENERAL OPERATING PURPOSES 33,887
    BERKS COUNTY ASSN FOR THE BLIND
    ATTN DONALD J GEMMITI CEO
    READING,PA19604     		NONE PC GENERAL OPERATING PURPOSES 25,415
    BERKS CO TUBERCULOSIS SOCIETY
    12 WINDING BROOK DR
    READING,PA196089618     		NONE PC GENERAL OPERATING PURPOSES 50,830
    VISITING NURSE ASSOCIATION
    OF READING AND BERKS COUNTY
    READING,PA19610     		NONE PC GENERAL OPERATING PURPOSES 25,415
    EMANUEL EVANGELICAL
    CONGREGATIONAL CHURCH
    ADAMSTOWN,PA19501     		NONE PC GENERAL OPERATING PURPOSES 25,415
    TOWER HEALTH SYSTEM
    739 READING AVE
    WEST READING,PA19611     		NONE PC GENERAL OPERATING PURPOSES 139,783
    THE LUTHERAN HOME
    ATTN THE OFFICE OF DEVELOPMENT
    TOPTON,PA19562     		NONE PC GENERAL OPERATING PURPOSES 110,132
    HISTORICAL SOCIETY OF BERKS CO
    940 CENTER AVE
    READING,PA19601     		NONE PC GENERAL OPERATING PURPOSES 8,472
    OLIVET BOYS AND GIRLS CLUB
    1161 PERSHING BLVD
    READING,PA19611     		NONE PC GENERAL OPERATING PURPOSES 25,415
    SALVATION ARMY
    ATTN RICHARD D ALLEN
    WEST NYACK,NY10994     		NONE PC GENERAL OPERATING PURPOSES 16,943
    UNIVERSITY OF PENNA TRUSTEES
    ATTN MARGARET HEER ASSOC TREAS
    PHILADELPHIA,PA191045099     		NONE PC GENERAL OPERATING PURPOSES 177,906
    Total .................................bullet 3a 847,169
    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....     14 295,240  
    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 ............     		    18 839,034  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aFEDERAL TAX REFUND     		    1 6,667  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   1,140,941  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,140,941
    (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:
    MUSSER CUSTER MEMORIAL FUND - UD
    EIN:
    23-6226957
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    126408103 CSX CORP COM AT COST 37,408 79,879
    595112103 MICRON TECHNOLOGY AT COST 64,655 132,569
    G06242104 ATLASSIAN CORP PLC-C AT COST 38,627 69,866
    G5960L103 MEDTRONIC PLC AT COST 88,157 107,124
    05569M301 BNY MELLON INCOME ST AT COST 780,767 855,946
    05569M871 BNY MELLON INTL FD C AT COST 205,619 404,061
    05588E850 BNY MELLON HIGH YIEL AT COST 345,207 346,395
    166764100 CHEVRONTEXACO CORP AT COST 76,335 77,089
    22160K105 COSTCO WHSL CORP NEW AT COST 34,573 55,789
    254687106 DISNEY (WALT) COMPAN AT COST 12,354 37,615
    594918104 MICROSOFT CORP COM AT COST 139,786 367,611
    91913Y100 VALERO ENERGY CORP N AT COST 44,075 59,497
    G29183103 EATON CORP PLC AT COST 40,175 88,315
    002824100 ABBOTT LABORATORIES AT COST 11,704 35,822
    007903107 ADVANCED MICRO DEVIC AT COST 15,617 67,630
    05587K865 BNYM SELECT MGR S/C AT COST 237,900 411,972
    05587N794 BNYM GLBL RL RTRN -Y AT COST 186,407 218,001
    12572Q105 CME GROUP INC AT COST 59,269 69,546
    29444U700 EQUINIX INC AT COST 14,485 29,696
    30303M102 FACEBOOK INC AT COST 61,158 201,672
    65339F101 NEXTERA ENERGY INC AT COST 15,145 27,993
    717081103 PFIZER INC COM      
    92826C839 VISA INC AT COST 75,349 155,256
    929089100 VOYA FINANCIAL INC AT COST 38,811 60,270
    70450Y103 PAYPAL HOLDINGS INC AT COST 56,617 130,875
    723787107 PIONEER NAT RES CO AT COST 71,336 76,709
    742718109 PROCTER & GAMBLE CO AT COST 22,130 32,788
    79466L302 SALESFORCE COM INC AT COST 2,817 30,045
    87165B103 SYNCHRONY FINANCIAL AT COST 49,374 95,584
    882508104 TEXAS INSTRUMENTS IN AT COST 60,702 99,035
    30231G102 EXXON MOBIL CORP      
    437076102 HOME DEPOT INC USD 0 AT COST 51,952 111,293
    438516106 HONEYWELL INTL INC AT COST 34,833 87,521
    654106103 NIKE INC CL B AT COST 28,492 73,074
    988498101 YUM BRANDS INC      
    05588F709 BNYM GLBL RL EST SEC AT COST 228,722 298,020
    20030N101 COMCAST CORP NEW CL AT COST 53,973 76,407
    244199105 DEERE & COMPANY AT COST 30,118 77,949
    46625H100 J P MORGAN CHASE & C AT COST 85,050 123,188
    609207105 MONDELEZ INTERNATION AT COST 32,887 41,210
    872590104 T -MOBILE US INC AT COST 13,567 33,311
    91324P102 UNITED HEALTH GROUP AT COST 85,196 142,957
    92532F100 VERTEX PHARMACEUTICA      
    02079K305 ALPHABET INC/CA AT COST 75,676 231,970
    05587K832 BNYM US EQUITY FUND- AT COST 187,649 434,084
    00724F101 ADOBE SYS INC COM AT COST 20,057 84,332
    026874784 AMERICAN INTERNATION AT COST 71,850 87,584
    03027X100 AMERICAN TOWER CORP- AT COST 17,707 37,009
    05569M368 BNY MELLON CORP BOND AT COST 674,716 740,090
    05569M830 BNY MELLON BOND FD C AT COST 1,069,214 1,117,319
    05588M100 BNYM MIDCAP INDEX FU AT COST 825,246 895,321
    05589K400 BNYM FLTNG RT INC-Y AT COST 340,281 319,245
    150870103 CELANESE CORP DEL AT COST 31,545 71,707
    023135106 AMAZON COM INC AT COST 65,765 288,973
    05587K824 BNYM SEL MGR S/C VAL AT COST 234,659 369,809
    05587N737 BNYM OPPORT SM CAP-Y AT COST 212,658 278,831
    060505104 BANK AMER CORP AT COST 28,723 66,793
    452308109 ILLINOIS TOOL WORKS AT COST 39,521 78,693
    64110L106 NETFLIX COM INC AT COST 73,590 81,873
    037833100 APPLE COMPUTER INC C AT COST 54,498 242,282
    05569M814 BNY MELLON INTERMEDI AT COST 843,014 881,732
    101137107 BOSTON SCIENTIFIC CO AT COST 72,956 83,382
    110122108 BRISTOL MYERS SQUIBB AT COST 28,994 40,092
    05569M855 BNY MELLON EMERGING AT COST 559,804 1,077,300
    05587K857 BNYM INTL STCK-Y AT COST 441,098 761,005
    05587N505 BNYM DYN TTL RTRN-Y AT COST 186,097 281,293
    126650100 CVS CORP AT COST 40,727 50,064
    21036P108 CONSTELLATION BRANDS      
    30161N101 EXELON CORP AT COST 33,992 41,651
    718172109 PHILIP MORRIS INTERN AT COST 56,478 71,458
    78409V104 S & P GLOBAL INC AT COST 53,264 89,478
    808513105 SCHWAB CHARLES CORP      
    852234103 SQUARE INC - A AT COST 17,948 62,657
    883556102 THERMO ELECTRON CORP AT COST 22,338 43,384
    921075297 VAN ECK CM COMMODITY AT COST 179,950 208,026
    05569M509 BNY MELLON MID CAP S AT COST 618,887 1,211,446
    05588D753 BNY MELLON INTL EQTY AT COST 418,703 567,133
    09661F701 BNYM INTL SMALL CAP- AT COST 442,952 540,860
    256677105 DOLLAR GENERAL CORP      
    16119P108 CHARTER COMMUNICATIO AT COST 15,684 22,365
    461202103 INTUIT INC COM AT COST 26,429 45,586
    68902V107 OTIS WORLDWIDE CORP      
    G8994E103 TRANE TECHNOLOGIES P AT COST 18,532 91,702
    00206R102 AT&T INC      
    09061G101 BIOMARIN PHARMACEUTI      
    22788C105 CROWDSTRIKE HOLDINGS AT COST 27,370 61,571
    88339J105 TRADE DESK INC/THE AT COST 39,331 78,907
    031162100 AMGEN INC      
    75513E101 RAYTHEON TECHNOLOGIE AT COST 70,037 76,950
    816851109 SEMPRA ENERGY AT COST 48,111 41,864
    15135B101 CENTENE CORP DEL AT COST 51,976 59,073
    191216100 COCA-COLA CO USD AT COST 67,746 69,261
    482480100 KLA TENCOR CORP AT COST 55,333 80,080
    67066G104 NVIDIA CORP AT COST 32,535 107,213
    67103H107 O'REILLY AUTOMOTIVE      
    00287Y109 ABBVIE INC AT COST 67,122 92,365
    532457108 ELI LILLY & CO COM AT COST 28,397 41,543
    55024U109 LUMENTUM HOLDINGS IN AT COST 24,736 26,250
    009158106 AIR PRODUCTS AND CHE AT COST 62,933 77,098
    89832Q109 TRUIST FINL CORP AT COST 49,895 65,046
    235851102 DANAHER CORP COMMON AT COST 70,067 78,629
    00771X419 G Q G PART EMERG MKT AT COST 250,000 264,298
    464288273 ISHARES MSCI EAFE SM AT COST 204,256 203,940
    87234N765 TCW EMERGING MARKETS AT COST 302,250 306,110
    37045V100 GENERAL MOTORS CO AT COST 64,045 67,454
    83088M102 SKYWORKS SOLUTIONS I AT COST 27,542 39,884
    518439104 ESTEE LAUDER COMPANI AT COST 61,672 63,616
    09857L108 BOOKING HOLDINGS INC AT COST 68,112 63,455
    03076C106 AMERIPRISE FINL INC AT COST 45,795 51,020
    538034109 LIVE NATION INC AT COST 28,713 27,153
    828806109 SIMON PPTY GROUP INC AT COST 59,054 62,630
    G46188101 HORIZON THERAPEUTICS AT COST 33,004 41,202
    922908751 VANGUARD INDEX TR AT COST 271,213 281,600
    302491303 F M C CORP COM NEW AT COST 27,220 27,483

    TY 2020 OtherIncomeSchedule2
    Name:
    MUSSER CUSTER MEMORIAL FUND - UD
    EIN:
    23-6226957
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    FEDERAL TAX REFUND 6,667 0  


    TY 2020 OtherIncreasesSchedule
    Name:
    MUSSER CUSTER MEMORIAL FUND - UD
    EIN:
    23-6226957
    Description Amount
    PY PENDING SALES ADJ 39


    TY 2020 TaxesSchedule
    Name:
    MUSSER CUSTER MEMORIAL FUND - UD
    EIN:
    23-6226957
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 7,241 7,241   0
    FEDERAL ESTIMATES - INCOME 1,620 0   0
    FEDERAL ESTIMATES - PRINCIPAL 8,110 0   0
    FOREIGN TAXES ON NONQUALIFIED 404 404   0