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
STEWART ALEXANDER MD FDN TR UDEED
 
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

23-6732616
B Telephone number (see instructions)

(215) 553-1152
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$11,389,634J 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... 166,985 169,867  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 895,414
b Gross sales price for all assets on line 6a 3,571,295
7 Capital gain net income (from Part IV, line 2)... 895,414
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 1,631    
12 Total. Add lines 1 through 11........ 1,064,030 1,065,281  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 48,719 29,231   19,488
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 437 0 0 437
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 5,974 2,828   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.......... 55,130 32,059 0 19,925
25 Contributions, gifts, grants paid....... 423,203 423,203
26 Total expenses and disbursements. Add lines 24 and 25 478,333 32,059 0 443,128
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 585,697
b Net investment income (if negative, enter -0-) 1,033,222
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......... 103,890 243,874 243,874
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).......... 7,041,095 Click to see attachment7,486,838 11,145,760
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) 7,144,985 7,730,712 11,389,634
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........ 7,144,985 7,730,712
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)..... 7,144,985 7,730,712
30 Total liabilities and net assets/fund balances (see instructions). 7,144,985 7,730,712
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
7,144,985
2
Enter amount from Part I, line 27a .....................
2
585,697
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
30
4
Add lines 1, 2, and 3 ..........................
4
7,730,712
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
7,730,712
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 240. AT&T INC   2019-08-27 2020-07-06
b 72. SQUARE INC - A   2019-04-10 2020-07-13
c 53. CROWDSTRIKE HOLDINGS INC - A   2020-05-19 2020-07-15
d 57. PAYPAL HOLDINGS INC   2019-07-29 2020-07-15
e 11. TRADE DESK INC/THE   2020-03-09 2020-07-15
13. ADOBE SYS INC COM   2013-02-04 2020-07-16
7. ADOBE SYS INC COM   2020-02-28 2020-07-16
46. SALESFORCE COM INC   2011-07-15 2020-07-16
17. UNITED HEALTH GROUP INC   2019-11-18 2020-07-17
12. VERTEX PHARMACEUTICALS INC   2019-06-05 2020-07-17
69. PROCTER & GAMBLE CO COM   2020-03-19 2020-07-27
140. ADVANCED MICRO DEVICES INC   2019-02-19 2020-08-03
140. EXELON CORP   2015-08-20 2020-08-03
19. NEXTERA ENERGY INC   2018-06-27 2020-08-03
30. PAYPAL HOLDINGS INC   2019-10-28 2020-08-03
80. PAYPAL HOLDINGS INC   2019-05-09 2020-08-03
11633.81 BNY MELLON MID CAP STK FD CL M   2014-12-15 2020-08-04
1692.417 BNY MELLON MID CAP STK FD CL M   2019-12-18 2020-08-04
18327.661 BNY MELLON INTL FD CL M SHSS   2014-02-03 2020-08-04
13799.229 BNYM DYN TTL RTRN-Y   2011-06-17 2020-08-04
16064.257 WSC GOV REALLOCATION   2019-08-02 2020-08-04
9713.453 BNY MELLON INTL EQTY-Y   2011-06-09 2020-08-04
25. S & P GLOBAL INC   2019-06-19 2020-08-07
136. BIOMARIN PHARMACEUTICAL INC   2020-06-25 2020-08-24
20. ADVANCED MICRO DEVICES INC   2019-02-19 2020-09-01
1. ALPHABET INC/CA   2019-11-25 2020-09-01
10. KLA TENCOR CORP   2019-10-28 2020-09-01
9. PAYPAL HOLDINGS INC   2019-10-28 2020-09-01
11. SQUARE INC - A   2019-04-10 2020-09-01
89. CONSTELLATION BRANDS INC   2015-08-13 2020-09-02
22. NVIDIA CORP   2020-01-23 2020-09-04
5. ALPHABET INC/CA   2019-11-25 2020-09-09
15. CROWDSTRIKE HOLDINGS INC - A   2020-05-19 2020-09-09
11. COSTCO WHSL CORP NEW   2016-10-03 2020-09-17
54. NIKE INC CL B   2018-02-14 2020-09-17
11. YUM BRANDS INC   2013-05-02 2020-09-29
29. YUM BRANDS INC   2020-02-10 2020-09-29
80. YUM BRANDS INC   2020-06-03 2020-09-29
350. EXXON MOBIL CORP   2019-05-09 2020-10-07
72. ELI LILLY & CO COM   2020-06-23 2020-10-28
62. VERTEX PHARMACEUTICALS INC   2019-06-05 2020-10-30
73. DISNEY (WALT) COMPANY HOLDING CO.   2016-12-06 2020-11-02
67. AMGEN INC   2019-08-16 2020-11-11
26. AMGEN INC   2020-06-25 2020-11-11
32. COSTCO WHSL CORP NEW   2011-07-15 2020-11-11
46. DOLLAR GENERAL CORP   2020-03-30 2020-11-11
48.7001 VIATRIS INC   2017-10-24 2020-11-20
38.4645 VIATRIS INC   2020-05-04 2020-11-20
55.8354 VIATRIS INC   2020-06-03 2020-11-20
.9315 VIATRIS INC   2017-10-30 2020-11-25
51. J P MORGAN CHASE & CO   2018-03-21 2021-01-07
120. TRUIST FINL CORP   2019-11-06 2021-01-07
73. DISNEY (WALT) COMPANY HOLDING CO.   2011-07-15 2021-01-15
12. NVIDIA CORP   2020-01-23 2021-01-21
19. SQUARE INC - A   2019-04-10 2021-01-21
7812.501 BNYM US EQUITY FUND-Y   2019-08-05 2021-01-22
14123.713 BNYM US EQUITY FUND-Y   2020-04-06 2021-01-22
110. BRISTOL MYERS SQUIBB CO COM   2013-05-24 2021-01-27
60. BRISTOL MYERS SQUIBB CO COM   2020-05-04 2021-01-27
210. COMCAST CORP NEW CL A   2012-05-01 2021-01-27
130. COCA-COLA CO USD   2019-09-11 2021-02-03
310. PFIZER INC COM   2020-05-04 2021-02-03
200. PFIZER INC COM   2020-08-24 2021-02-03
100. PFIZER INC COM   2017-10-24 2021-02-03
33. PROCTER & GAMBLE CO COM   2020-03-19 2021-02-03
33. APPLE COMPUTER INC COM   2020-02-19 2021-02-04
81. CELANESE CORP DEL   2020-09-01 2021-02-04
10. MICROSOFT CORP COM   2019-11-15 2021-02-04
28. SQUARE INC - A   2019-04-10 2021-02-04
45. DEERE & COMPANY   2017-08-08 2021-02-05
88. TRANE TECHNOLOGIES PLC   2013-05-02 2021-02-05
28. MICROSOFT CORP COM   2019-06-24 2021-02-08
26. SQUARE INC - A   2019-04-10 2021-02-08
300. PFIZER INC COM   2017-10-25 2021-02-09
320. PFIZER INC COM   2020-06-03 2021-02-09
31. APPLE COMPUTER INC COM   2019-10-28 2021-02-11
51. APPLE COMPUTER INC COM   2020-02-19 2021-02-11
540. SCHWAB CHARLES CORP NEW   2015-05-11 2021-02-19
102. APPLE COMPUTER INC COM   2019-10-28 2021-02-23
71. APPLE COMPUTER INC COM   2019-10-28 2021-02-25
34. PAYPAL HOLDINGS INC   2019-04-10 2021-02-25
97. DOLLAR GENERAL CORP   2020-03-20 2021-03-01
19. NVIDIA CORP   2020-01-15 2021-03-01
18. CHARTER COMMUNICATIONS INC-A   2020-02-03 2021-03-04
17. CHARTER COMMUNICATIONS INC-A   2020-02-03 2021-03-05
33. COSTCO WHSL CORP NEW   2011-07-15 2021-03-05
42. NVIDIA CORP   2020-01-09 2021-03-05
20. O'REILLY AUTOMOTIVE INC   2020-11-11 2021-03-05
3. O'REILLY AUTOMOTIVE INC   2020-04-29 2021-03-05
177. APPLE COMPUTER INC COM   2019-10-10 2021-03-08
34. PROCTER & GAMBLE CO COM   2020-04-03 2021-03-11
50. PROCTER & GAMBLE CO COM   2018-12-06 2021-03-11
11. AMERICAN TOWER CORP-CL A   2015-06-11 2021-03-15
29. AMERICAN TOWER CORP-CL A   2020-04-03 2021-03-15
33. EQUINIX INC   2017-06-21 2021-03-15
230. NEXTERA ENERGY INC   2018-05-09 2021-03-16
27. O'REILLY AUTOMOTIVE INC   2020-04-24 2021-03-16
99. OTIS WORLDWIDE CORP   2019-10-21 2021-03-25
91. OTIS WORLDWIDE CORP   2020-04-08 2021-03-25
280. BANK AMER CORP   2015-02-25 2021-04-06
20193.861 BNYM INTL SMALL CAP-Y   2020-08-04 2021-04-16
18. CHARTER COMMUNICATIONS INC-A   2020-02-03 2021-04-16
110. MONDELEZ INTERNATIONAL INC   2020-11-11 2021-04-16
400. MONDELEZ INTERNATIONAL INC   2016-03-22 2021-04-16
33. PROCTER & GAMBLE CO COM   2018-12-06 2021-04-16
199. OTIS WORLDWIDE CORP   2020-04-08 2021-04-20
98. YUM BRANDS INC   2013-05-02 2021-04-26
100. AMERICAN INTERNATIONAL GROUP   2019-09-17 2021-04-29
160. SYNCHRONY FINANCIAL   2016-10-06 2021-04-29
84. PROCTER & GAMBLE CO COM   2018-12-06 2021-05-04
89. NIKE INC CL B   2018-02-14 2021-05-07
29. THERMO ELECTRON CORP   2019-02-28 2021-05-14
236. APPLE COMPUTER INC COM   2019-08-01 2021-05-26
32. DEERE & COMPANY   2017-06-16 2021-05-27
37. O'REILLY AUTOMOTIVE INC   2020-04-24 2021-05-27
157. ABBOTT LABORATORIES   2014-04-08 2021-06-01
15. ABBOTT LABORATORIES   2014-04-08 2021-06-08
28. ABBVIE INC   2020-06-10 2021-06-08
6. ADOBE SYS INC COM   2013-02-04 2021-06-08
40. ADVANCED MICRO DEVICES INC   2019-02-19 2021-06-08
12. AIR PRODUCTS AND CHEMICALS INC COMMON   2021-03-11 2021-06-08
4. ALPHABET INC/CA   2019-03-08 2021-06-08
1. AMAZON COM INC   2020-09-29 2021-06-08
3. AMAZON COM INC   2021-01-21 2021-06-08
90. AMERICAN INTERNATIONAL GROUP   2019-09-17 2021-06-08
7. AMERICAN TOWER CORP-CL A   2021-05-27 2021-06-08
11. AMERIPRISE FINL INC   2021-02-19 2021-06-08
98. APPLE COMPUTER INC COM   2019-08-01 2021-06-08
2146.566 BNY MELLON MID CAP STK FD CL M   2014-10-17 2021-06-08
3092.327 BNY MELLON MID CAP STK FD CL M   2020-12-16 2021-06-08
80. BANK AMER CORP   2015-02-25 2021-06-08
90. BOSTON SCIENTIFIC CORP COM   2021-06-01 2021-06-08
30. BRISTOL MYERS SQUIBB CO COM   2013-05-24 2021-06-08
19. CME GROUP INC   2019-11-08 2021-06-08
50. CSX CORP COM   2017-01-13 2021-06-08
20. CVS CORP   2019-01-07 2021-06-08
16. CELANESE CORP DEL   2011-07-15 2021-06-08
8. CELANESE CORP DEL   2020-09-01 2021-06-08
40. CENTENE CORP DEL   2020-01-23 2021-06-08
2. CHARTER COMMUNICATIONS INC-A   2020-02-03 2021-06-08
35. CHEVRONTEXACO CORP   2018-03-29 2021-06-08
70. COCA-COLA CO USD   2019-09-11 2021-06-08
70. COMCAST CORP NEW CL A   2021-03-08 2021-06-08
3. COSTCO WHSL CORP NEW   2011-07-15 2021-06-08
12. CROWDSTRIKE HOLDINGS INC - A   2021-05-26 2021-06-08
14. DANAHER CORP COMMON   2021-02-03 2021-06-08
11. DEERE & COMPANY   2017-06-16 2021-06-08
11. DISNEY (WALT) COMPANY HOLDING CO.   2011-07-15 2021-06-08
2. EQUINIX INC   2017-06-21 2021-06-08
50. EXELON CORP   2021-03-16 2021-06-08
8. F M C CORP COM NEW   2020-07-15 2021-06-08
31. FACEBOOK INC   2018-12-03 2021-06-08
50. GENERAL MOTORS CO   2021-05-07 2021-06-08
18. HOME DEPOT INC USD 0.05   2021-01-15 2021-06-08
22. HONEYWELL INTL INC   2013-05-02 2021-06-08
20. ILLINOIS TOOL WORKS INC COM   2014-08-15 2021-06-08
1. INTUIT INC COM   2020-02-19 2021-06-08
40. J P MORGAN CHASE & CO   2019-07-18 2021-06-08
12. KLA TENCOR CORP   2021-02-23 2021-06-08
40. LAS VEGAS SANDS CORP   2020-09-02 2021-06-08
9. ESTEE LAUDER COMPANIES INC CL A   2021-04-16 2021-06-08
14. ELI LILLY & CO COM   2020-06-23 2021-06-08
10. LIVE NATION INC   2021-03-01 2021-06-08
10. LUMENTUM HOLDINGS INC   2020-07-06 2021-06-08
68. MICROSOFT CORP COM   2019-06-24 2021-06-08
80. MICRON TECHNOLOGY   2020-02-03 2021-06-08
20. MONDELEZ INTERNATIONAL INC   2016-03-22 2021-06-08
5. NETFLIX COM INC   2021-04-16 2021-06-08
20. NEXTERA ENERGY INC   2018-05-09 2021-06-08
23. NIKE INC CL B   2018-02-14 2021-06-08
7. NVIDIA CORP   2020-01-09 2021-06-08
23. PAYPAL HOLDINGS INC   2021-04-06 2021-06-08
40. PHILIP MORRIS INTERNATIONAL   2018-10-02 2021-06-08
20. PIONEER NAT RES CO   2015-02-17 2021-06-08
12. PROCTER & GAMBLE CO COM   2018-12-06 2021-06-08
40. RAYTHEON TECHNOLOGIES CORP   2021-05-27 2021-06-08
11. S & P GLOBAL INC   2021-01-07 2021-06-08
7. SALESFORCE COM INC   2011-07-15 2021-06-08
16. SEMPRA ENERGY   2020-01-31 2021-06-08
24. SIMON PPTY GROUP INC NEW   2021-05-27 2021-06-08
11. SKYWORKS SOLUTIONS INC   2020-09-09 2021-06-08
12. SQUARE INC - A   2019-04-10 2021-06-08
90. SYNCHRONY FINANCIAL   2016-10-06 2021-06-08
16. T -MOBILE US INC   2017-06-08 2021-06-08
30. TEXAS INSTRUMENTS INC   2021-03-05 2021-06-08
4. TRADE DESK INC/THE   2021-05-26 2021-06-08
4. THERMO ELECTRON CORP   2019-02-28 2021-06-08
60. TRUIST FINL CORP   2019-11-06 2021-06-08
16. UNITED HEALTH GROUP INC   2021-06-01 2021-06-08
40. VALERO ENERGY CORP NEW   2021-02-25 2021-06-08
34. VISA INC   2020-06-11 2021-06-08
50. VOYA FINANCIAL INC   2015-10-20 2021-06-08
11. YUM BRANDS INC   2013-05-02 2021-06-08
10. ATLASSIAN CORP PLC-CLASS A   2021-05-26 2021-06-08
31. EATON CORP PLC   2020-10-07 2021-06-08
20. HORIZON THERAPEUTICS PUB LTD CO   2020-11-11 2021-06-08
40. MEDTRONIC PLC   2021-05-14 2021-06-08
25. TRANE TECHNOLOGIES PLC   2013-05-02 2021-06-08
172. APPLE COMPUTER INC COM   2019-08-01 2021-06-14
57. ELI LILLY & CO COM   2020-06-23 2021-06-14
25. TEXAS INSTRUMENTS INC   2020-09-09 2021-06-14
33. TEXAS INSTRUMENTS INC   2021-03-05 2021-06-14
160. YUM BRANDS INC   2011-07-15 2021-06-14
240. LAS VEGAS SANDS CORP   2020-09-02 2021-06-15
410. LAS VEGAS SANDS CORP   2020-09-02 2021-06-23
40. LUMENTUM HOLDINGS INC   2020-02-24 2021-06-24
40. LUMENTUM HOLDINGS INC   2020-07-06 2021-06-24
24. TEXAS INSTRUMENTS INC   2020-07-06 2021-06-24
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    
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    
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    
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 7,279   8,350 -1,071
b 9,025   5,443 3,582
c 5,362   4,182 1,180
d 9,700   6,382 3,318
e 4,700   2,444 2,256
5,486   497 4,989
2,954   2,361 593
8,431   1,746 6,685
5,232   4,661 571
3,516   2,082 1,434
8,726   7,953 773
10,922   3,410 7,512
5,326   4,720 606
5,279   3,193 2,086
5,901   3,241 2,660
15,737   8,766 6,971
218,250   169,098 49,152
31,750   30,734 1,016
229,096   216,816 12,280
226,445   190,000 36,445
199,197   200,000 -803
200,000   183,463 16,537
8,613   5,732 2,881
9,941   16,811 -6,870
1,818   487 1,331
1,636   1,305 331
2,059   1,743 316
1,868   972 896
1,844   823 1,021
16,677   11,344 5,333
10,739   5,538 5,201
7,710   6,523 1,187
1,910   1,184 726
3,716   1,661 2,055
6,292   3,818 2,474
999   536 463
2,634   2,968 -334
7,266   7,607 -341
11,680   26,762 -15,082
9,536   11,560 -2,024
12,884   10,715 2,169
8,808   7,519 1,289
16,147   13,678 2,469
6,266   6,082 184
11,919   4,689 7,230
9,858   6,798 3,060
840   737 103
663   612 51
963   868 95
16   14 2
6,962   5,868 1,094
6,186   6,590 -404
12,475   6,236 6,239
6,519   3,021 3,498
4,163   1,421 2,742
193,125   150,000 43,125
349,138   250,000 99,138
6,845   6,150 695
3,734   3,596 138
10,252   5,396 4,856
6,347   7,118 -771
10,799   11,098 -299
6,967   7,350 -383
3,484   3,441 43
4,239   3,793 446
4,465   2,673 1,792
10,197   8,393 1,804
2,407   1,497 910
6,583   2,094 4,489
13,926   5,930 7,996
13,165   2,825 10,340
6,762   4,051 2,711
6,713   1,945 4,768
10,441   10,169 272
11,137   10,954 183
4,159   1,926 2,233
6,842   4,131 2,711
33,335   17,227 16,108
12,614   6,337 6,277
8,702   4,411 4,291
8,678   3,670 5,008
18,535   13,667 4,868
10,388   4,711 5,677
11,051   9,641 1,410
10,481   9,105 1,376
10,180   2,652 7,528
20,028   10,279 9,749
9,072   9,298 -226
1,361   1,176 185
20,816   10,789 10,027
4,326   3,900 426
6,361   5,161 1,200
2,376   1,028 1,348
6,265   6,313 -48
22,123   17,001 5,122
17,375   9,374 8,001
13,035   10,574 2,461
6,655   7,040 -385
6,117   3,937 2,180
11,107   4,620 6,487
329,564   250,000 79,564
11,543   9,641 1,902
6,463   6,368 95
23,500   16,246 7,254
4,529   3,035 1,494
14,079   8,609 5,470
11,359   4,773 6,586
4,875   5,684 -809
7,045   4,410 2,635
11,346   7,725 3,621
12,257   6,039 6,218
13,329   7,687 5,642
29,974   13,401 16,573
11,515   4,133 7,382
19,640   14,231 5,409
16,761   11,920 4,841
1,618   568 1,050
3,141   2,742 399
3,056   230 2,826
3,231   974 2,257
3,591   3,305 286
9,610   4,737 4,873
3,272   3,161 111
9,817   9,962 -145
4,791   5,096 -305
1,860   1,785 75
2,904   2,457 447
12,441   5,320 7,121
51,217   30,907 20,310
73,783   63,424 10,359
3,438   1,320 2,118
3,779   3,874 -95
1,909   1,414 495
4,135   3,771 364
4,904   1,934 2,970
1,719   1,378 341
2,645   858 1,787
1,323   829 494
2,870   2,694 176
1,359   1,071 288
3,806   3,993 -187
3,896   3,817 79
3,950   3,861 89
1,139   241 898
2,596   2,659 -63
3,372   3,362 10
3,929   1,408 2,521
1,941   437 1,504
1,631   872 759
2,290   2,172 118
953   857 96
10,340   4,460 5,880
3,193   2,944 249
5,608   4,937 671
5,067   1,535 3,532
4,658   1,736 2,922
465   306 159
6,606   4,593 2,013
3,757   3,801 -44
2,236   2,026 210
2,706   2,811 -105
3,081   2,248 833
892   932 -40
813   849 -36
17,209   9,369 7,840
6,410   4,307 2,103
1,266   805 461
2,460   2,725 -265
1,441   793 648
3,066   1,561 1,505
4,884   1,707 3,177
6,060   5,833 227
3,851   3,341 510
3,385   3,145 240
1,620   1,104 516
3,586   3,532 54
4,223   3,622 601
1,653   266 1,387
2,165   2,562 -397
3,264   3,076 188
1,848   1,509 339
2,578   897 1,681
4,559   2,480 2,079
2,323   1,051 1,272
5,597   4,881 716
2,420   2,316 104
1,762   1,039 723
3,584   3,295 289
6,437   6,560 -123
3,326   3,135 191
7,901   6,507 1,394
3,280   2,006 1,274
1,312   536 776
2,280   2,308 -28
4,566   3,306 1,260
1,780   1,507 273
4,874   5,015 -141
4,596   803 3,793
22,250   9,338 12,912
12,826   9,152 3,674
4,716   3,485 1,231
6,225   5,369 856
18,838   6,646 12,192
12,921   12,155 766
21,809   20,193 1,616
3,271   3,217 54
3,271   3,395 -124
4,509   3,257 1,252
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
      117,347
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       -1,071
b       3,582
c       1,180
d       3,318
e       2,256
      4,989
      593
      6,685
      571
      1,434
      773
      7,512
      606
      2,086
      2,660
      6,971
      49,152
      1,016
      12,280
      36,445
      -803
      16,537
      2,881
      -6,870
      1,331
      331
      316
      896
      1,021
      5,333
      5,201
      1,187
      726
      2,055
      2,474
      463
      -334
      -341
      -15,082
      -2,024
      2,169
      1,289
      2,469
      184
      7,230
      3,060
      103
      51
      95
      2
      1,094
      -404
      6,239
      3,498
      2,742
      43,125
      99,138
      695
      138
      4,856
      -771
      -299
      -383
      43
      446
      1,792
      1,804
      910
      4,489
      7,996
      10,340
      2,711
      4,768
      272
      183
      2,233
      2,711
      16,108
      6,277
      4,291
      5,008
      4,868
      5,677
      1,410
      1,376
      7,528
      9,749
      -226
      185
      10,027
      426
      1,200
      1,348
      -48
      5,122
      8,001
      2,461
      -385
      2,180
      6,487
      79,564
      1,902
      95
      7,254
      1,494
      5,470
      6,586
      -809
      2,635
      3,621
      6,218
      5,642
      16,573
      7,382
      5,409
      4,841
      1,050
      399
      2,826
      2,257
      286
      4,873
      111
      -145
      -305
      75
      447
      7,121
      20,310
      10,359
      2,118
      -95
      495
      364
      2,970
      341
      1,787
      494
      176
      288
      -187
      79
      89
      898
      -63
      10
      2,521
      1,504
      759
      118
      96
      5,880
      249
      671
      3,532
      2,922
      159
      2,013
      -44
      210
      -105
      833
      -40
      -36
      7,840
      2,103
      461
      -265
      648
      1,505
      3,177
      227
      510
      240
      516
      54
      601
      1,387
      -397
      188
      339
      1,681
      2,079
      1,272
      716
      104
      723
      289
      -123
      191
      1,394
      1,274
      776
      -28
      1,260
      273
      -141
      3,793
      12,912
      3,674
      1,231
      856
      12,192
      766
      1,616
      54
      -124
      1,252
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 895,414
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 14,362
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 14,362
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 14,362
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 3,130
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 3,130
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 11,232
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 (215) 553-1152

    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     		48,719    
    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
    10,423,604
    b
    Average of monthly cash balances.......................
    1b
    169,908
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    10,593,512
    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
    10,593,512
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    158,903
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    10,434,609
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    521,730
    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
    521,730
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    14,362
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    14,362
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    507,368
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    507,368
    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
    507,368
    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
    443,128
    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
    443,128
    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
    443,128
    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 7 507,368
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 414,971
    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$ 443,128
    a Applied to 2019, but not more than line 2a 414,971
    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..... 28,157
    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 ..........     		479,211
    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:
    CO ARNOLD W JOHNSEN - 193-0370
    1735 Market St 8th Floor
    Philadelphia,PA19103
    (000) 000-0000
    bThe form in which applications should be submitted and information and materials they should include:
    SEE ATTACHED
    cAny submission deadlines:
    SEE ATTACHED
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    SEE ATTACHED
    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
    NEWS-CHRONICLE COMPANY
    825 W KING ST FRNT
    SHIPPENSBURG,PA17257     		NONE PC GENERAL OPERATING 576
    BETTER DAYS ANIMAL LEAGUE
    PO BOX 57
    SHIPPENSBURG,PA17257     		NONE PC GENERAL OPERATING 5,000
    CHRISTIAN RESIDENTIAL OPPORTUNITIES AND
    SOCIAL SERVICES
    712 PINOLA RD
    SHIPPENSBURG,PA17257     		NONE PC GENERAL OPERATING 8,000
    DOMESTIC VIOLENCE SERVICES OF CUMBERLAND
    COUNTY
    PO BOX 1039
    CARLISLE,PA17013     		NONE PC GENERAL OPERATING 13,000
    FULTON COUNTY MEDICAL CENTER
    214 PEACH ORCHARD RD
    MCCONNELLSBURG,PA17233     		NONE PC GENERAL OPERATING 4,000
    LEAHS LEGACY
    10631 GRANT SHOOK RD
    GREENCASTLE,PA17225     		NONE PC GENERAL OPERATING 3,500
    ANTIETAM HUMANE SOCIETY
    8513 LYONS RD
    WAYNESBORO,PA172689502     		NONE PC GENERAL OPERATING 7,000
    CUMBERLAND VALLEY ANIMAL SHELTER
    5051 LETTERKENNY ROAD WEST
    CHAMBERSBURG,PA172018706     		NONE PC GENERAL OPERATING PURPOSES 4,000
    SHIPPENSBURG EMS
    711 E ORANGE ST
    SHIPPENSBURG,PA172572145     		NONE PC GENERAL OPERATING 5,000
    KATE'S PLACE OF SHIPPENSBURG
    130 S PENN ST
    SHIPPENSBURG,PA172571916     		NONE PC GENERAL OPERATING 10,000
    BOYS & GIRLS CLUB OF CHAMBERSBURG
    73 W BURD ST
    SHIPPENSBURG,PA172571259     		NONE PC GENERAL OPERATING PURPOSES 10,000
    DILLSBURG ARTS AND REVITALIZATION
    18 AUTUMN DR
    DILLSBURG,PA170199549     		NONE PC GENERAL OPERATING 1,000
    SHIPPENSBURG HISTORICAL SOCIETY
    52 WEST KING STREET
    SHIPPENSBURG,PA17257     		NONE PC GENERAL OPERATING PURPOSES 20,000
    BUCHANAN VALLEY VOLUNTEER FIRE DEPT
    1799 BUCHANAN VALLEY ROAD
    ORRTANNA,PA17353     		NONE PC GENERAL OPERATING PURPOSES 12,500
    CUMBERLAND VALLEY HOSE CO NO2
    62 WEST KING STREET
    SHIPPENSBURG,PA17257     		NONE PC GENERAL OPERATING PURPOSES 4,000
    PLEASANT HALL VOLUNTEER FIRE COMPANY
    9722 CUMBERLAND HIGHWAY
    PLEASANT HALL,PA17246     		NONE PC GENERAL OPERATING PURPOSES 7,000
    THE SALVATION ARMY
    159 LINCOLN WAY WEST
    CHAMBERSBURG,PA17201     		NONE PC GENERAL OPERATING PURPOSES 26,000
    YMCA
    570 EAST MCKINLEY STREET
    CHAMBERSBURG,PA17201     		NONE PC GENERAL OPERATING PURPOSES 10,000
    WAYNESBORO NEW HOPE SHELTER
    25 SOUTH POTOMAC STREET
    WAYNESBORO,PA17268     		NONE PC GENERAL OPERATING PURPOSES 12,000
    THE SHOOK HOME
    55 SOUTH SECOND STREET
    CHAMBERSBURG,PA17201     		NONE PC GENERAL OPERATING PURPOSES 20,000
    THE HARBOR
    55 W KING STREET
    SHIPPENSBURG,PA17257     		NONE PC GENERAL OPERATING PURPOSES 10,000
    SHIPPENSBURG PRODUCE AND OUTREACH
    962 BARD DRIVE
    CHAMBERSBURG,PA17201     		NONE PC GENERAL OPERATING PURPOSES 10,000
    SHIPPENSBURG AREA LITTLE LEAGUE
    295 S FAYETTE STREET
    SHIPPENSBURG,PA17257     		NONE PC GENERAL OPERATING 500
    SHIPPENSBURG PUBLIC LIBRARY
    73 W KING STREET
    SHIPPENSBURG,PA17257     		NONE PC GENERAL OPERATING PURPOSES 7,900
    NEIGHBORS IN CHRIST
    PO BOX 71
    NEWVILLE,PA17241     		NONE PC GENERAL OPERATING PURPOSES 3,000
    MIDPENN LEGAL SERVICES
    213 A-NORTH FRONT STREET
    HARRISBURG,PA17101     		NONE PC GENERAL OPERATING PURPOSES 18,000
    MEDARD'S HOUSE
    1120 DREXEL HILLS BLVD
    CUMBERLAND,PA17070     		NONE PC GENERAL OPERATING PURPOSES 10,000
    SPIRITRUST LUTHERAN HOME CARE
    2700 LUTHER DRIVE
    CHAMBERSBURG,PA17202     		NONE PC GENERAL OPERATING PURPOSES 20,000
    THE KING'S KETTLE
    30 N FAYETTE STREET
    SHIPPENSBURG,PA17257     		NONE PC GENERAL OPERATING PURPOSES 55,000
    FULTON COUNTY LIBRARY
    227 NORTH FIRST STREET
    MCCONNELLSBURG,PA17233     		NONE PC GENERAL OPERATING PURPOSES 5,000
    FRANKLIN COUNTY LEGAL SERVICES
    FRANKLIN COUNTY LEGAL SERVICES
    CHAMBERSBURG,PA17201     		NONE PC GENERAL OPERATING PURPOSES 20,000
    DIAKON WILDERNESS CENTER
    1022 NORTH UNION STREET
    MIDDLETOWN,PA17057     		NONE PC GENERAL OPERATING PURPOSES 5,000
    CHRIST AMONG NEIGHBORS
    130 S PENN STREET
    SHIPPENSBURG,PA17257     		NONE PC GENERAL OPERATING PURPOSES 6,000
    CHAMBERSBURG AREA COUNCIL FOR THE ARTS
    81 N MAIN STREET
    CHAMBERSBURG,PA17201     		NONE PC GENERAL OPERATING PURPOSES 5,000
    CAPITAL THEATRE FOUNDATION
    159 S MAIN STREET
    CHAMBERSBURG,PA17201     		NONE PC GENERAL OPERATING PURPOSES 5,000
    BOPIC INC
    530 S MAIN STREET
    CHAMBERSBURG,PA17201     		NONE PC GENERAL OPERATING PURPOSES 12,000
    NEW FRANKLIN VOLUNTEER FIRE COMPANY
    3444 WAYNE ROAD
    CHAMBERSBURG,PA172018706     		NONE PC GENERAL OPERATING PURPOSES 8,000
    BENDERSVILLE COMMUNITY FIRE CO INC
    98 SCARLET WAY
    BIGLERVILLE,PA17307     		NONE PC GENERAL OPERATING PURPOSES 8,184
    WEST END FIRE & RESCUE CO NO 3
    48 LURGAN AVENUE
    SHIPPENSBURG,PA17257     		NONE PC GENERAL OPERATING PURPOSES 5,958
    VIGILANT HOSE COMPANY NO 1
    20 WALNUT BOTTOM ROAD
    SHIPPENSBURG,PA17257     		NONE PC GENERAL OPERATING PURPOSES 5,800
    SCPRA
    667 ORRSTOWN RD
    SHIPPENSBURG,PA17257     		NONE PC GENERAL OPERATING 2,660
    WAYNESBORO COMMUNITY AND
    123 WALNUT STREET
    WAYNESBORO,PA17268     		NONE PC GENERAL OPERATING 17,625
    Total .................................bullet 3a 423,203
    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....     14 166,985  
    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 ............     		    18 895,414  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aFEDERAL TAX REFUND     		    1 1,631  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   1,064,030  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,064,030
    (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:
    STEWART ALEXANDER MD FDN TR UDEED
    EIN:
    23-6732616
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    05569M830 BNY MELLON BOND FD C AT COST 529,389 534,610
    05569M855 BNY MELLON EMERGING AT COST 326,944 444,395
    05588D811 BNYM DIV EMG MKTS-Y AT COST 250,000 318,298
    126408103 CSX CORP COM AT COST 22,433 55,819
    20030N101 COMCAST CORP NEW CL AT COST 34,530 54,169
    244199105 DEERE & COMPANY AT COST 19,964 55,023
    437076102 HOME DEPOT INC USD 0 AT COST 29,735 78,447
    438516106 HONEYWELL INTL INC AT COST 11,547 61,418
    46625H100 J P MORGAN CHASE & C AT COST 55,820 86,947
    595112103 MICRON TECHNOLOGY AT COST 44,588 93,478
    723787107 PIONEER NAT RES CO AT COST 48,087 54,282
    92828W361 VIRTUS EMERGING MKTS AT COST 68,749 99,438
    988498101 YUM BRANDS INC      
    G29183103 EATON CORP PLC AT COST 21,919 62,087
    023135106 AMAZON COM INC AT COST 21,212 206,410
    05569M368 BNY MELLON CORP BOND AT COST 350,000 383,953
    05587K865 BNYM SELECT MGR S/C AT COST 109,004 192,808
    12572Q105 CME GROUP INC AT COST 41,176 48,704
    21036P108 CONSTELLATION BRANDS      
    254687106 DISNEY (WALT) COMPAN AT COST 6,000 26,541
    29444U700 EQUINIX INC AT COST 10,810 20,868
    30231G102 EXXON MOBIL CORP      
    452308109 ILLINOIS TOOL WORKS AT COST 21,438 55,219
    609207105 MONDELEZ INTERNATION AT COST 23,390 29,347
    79466L302 SALESFORCE COM INC AT COST 3,166 21,007
    87165B103 SYNCHRONY FINANCIAL AT COST 34,434 67,443
    882508104 TEXAS INSTRUMENTS IN AT COST 42,271 69,805
    92826C839 VISA INC AT COST 43,252 109,428
    03027X100 AMERICAN TOWER CORP- AT COST 11,907 26,474
    05569M509 BNY MELLON MID CAP S AT COST 414,485 940,849
    05588D753 BNY MELLON INTL EQTY AT COST 192,809 271,672
    060505104 BANK AMER CORP AT COST 18,963 47,415
    101137107 BOSTON SCIENTIFIC CO AT COST 51,223 59,009
    166764100 CHEVRONTEXACO CORP AT COST 54,275 54,465
    654106103 NIKE INC CL B AT COST 17,511 51,600
    808513105 SCHWAB CHARLES CORP      
    718172109 PHILIP MORRIS INTERN AT COST 37,239 50,546
    92532F100 VERTEX PHARMACEUTICA      
    002824100 ABBOTT LABORATORIES AT COST 8,257 25,273
    05587K824 BNYM SEL MGR S/C VAL AT COST 116,392 171,353
    05587K840 BNYM GLOBAL STOCK-Y AT COST 347,152 607,776
    05587N505 BNYM DYN TTL RTRN-Y      
    22160K105 COSTCO WHSL CORP NEW AT COST 25,511 39,567
    00724F101 ADOBE SYS INC COM AT COST 14,293 59,735
    026874784 AMERICAN INTERNATION AT COST 49,230 61,880
    126650100 CVS CORP AT COST 28,233 35,045
    233203421 DFA EMERG MKTS CORE AT COST 82,098 122,377
    30303M102 FACEBOOK INC AT COST 41,259 141,866
    65339F101 NEXTERA ENERGY INC AT COST 10,863 20,079
    929089100 VOYA FINANCIAL INC AT COST 21,898 42,435
    02079K305 ALPHABET INC/CA AT COST 40,300 163,600
    05569M806 BNY MELLON SMALL CAP AT COST 409,592 554,538
    30161N101 EXELON CORP AT COST 22,371 29,245
    594918104 MICROSOFT CORP COM AT COST 90,316 259,251
    717081103 PFIZER INC COM      
    91913Y100 VALERO ENERGY CORP N AT COST 24,666 42,085
    G06242104 ATLASSIAN CORP PLC-C AT COST 26,063 49,317
    05587N794 BNYM GLBL RL RTRN -Y AT COST 535,756 610,780
    150870103 CELANESE CORP DEL AT COST 16,849 50,634
    64110L106 NETFLIX COM INC AT COST 51,785 58,103
    70450Y103 PAYPAL HOLDINGS INC AT COST 36,944 92,108
    742718109 PROCTER & GAMBLE CO AT COST 15,565 23,073
    852234103 SQUARE INC - A AT COST 12,622 44,372
    78409V104 S & P GLOBAL INC AT COST 36,680 63,209
    G5960L103 MEDTRONIC PLC AT COST 61,039 75,595
    05569M814 BNY MELLON INTERMEDI AT COST 359,232 369,909
    05569M871 BNY MELLON INTL FD C      
    110122108 BRISTOL MYERS SQUIBB AT COST 19,472 28,064
    872590104 T -MOBILE US INC AT COST 10,421 23,752
    883556102 THERMO ELECTRON CORP AT COST 15,844 30,773
    91324P102 UNITED HEALTH GROUP AT COST 57,028 100,911
    007903107 ADVANCED MICRO DEVIC AT COST 10,820 46,965
    037833100 APPLE COMPUTER INC C AT COST 20,099 171,063
    00206R102 AT&T INC      
    031162100 AMGEN INC      
    00287Y109 ABBVIE INC AT COST 46,365 64,430
    009158106 AIR PRODUCTS AND CHE AT COST 44,144 54,659
    67066G104 NVIDIA CORP AT COST 22,814 75,209
    67103H107 O'REILLY AUTOMOTIVE      
    88339J105 TRADE DESK INC/THE AT COST 26,873 55,699
    75513E101 RAYTHEON TECHNOLOGIE AT COST 49,232 54,513
    816851109 SEMPRA ENERGY AT COST 33,827 29,543
    191216100 COCA-COLA CO USD AT COST 47,547 48,699
    461202103 INTUIT INC COM AT COST 18,972 32,841
    09061G101 BIOMARIN PHARMACEUTI      
    68902V107 OTIS WORLDWIDE CORP      
    532457108 ELI LILLY & CO COM AT COST 20,052 29,379
    55024U109 LUMENTUM HOLDINGS IN AT COST 17,777 18,867
    89832Q109 TRUIST FINL CORP AT COST 34,892 46,176
    05587K832 BNYM US EQUITY FUND-      
    05587N851 BNYM GLBL DYN BND IN      
    15135B101 CENTENE CORP DEL AT COST 36,413 41,570
    482480100 KLA TENCOR CORP AT COST 37,867 56,413
    16119P108 CHARTER COMMUNICATIO AT COST 11,121 15,872
    22788C105 CROWDSTRIKE HOLDINGS AT COST 17,891 43,477
    256677105 DOLLAR GENERAL CORP      
    G8994E103 TRANE TECHNOLOGIES P AT COST 9,471 64,633
    828806109 SIMON PPTY GROUP INC AT COST 41,928 44,624
    05588E850 BNY MELLON HIGH YIEL AT COST 250,000 258,333
    87234N765 TCW EMERGING MARKETS AT COST 250,000 251,843
    03076C106 AMERIPRISE FINL INC AT COST 32,392 36,088
    518439104 ESTEE LAUDER COMPANI AT COST 43,431 44,849
    05589K400 BNYM FLTNG RT INC-Y AT COST 250,000 261,126
    83088M102 SKYWORKS SOLUTIONS I AT COST 19,826 28,763
    235851102 DANAHER CORP COMMON AT COST 49,484 55,551
    302491303 F M C CORP COM NEW AT COST 20,040 20,233
    464288273 ISHARES MSCI EAFE SM AT COST 329,903 324,079
    09857L108 BOOKING HOLDINGS INC AT COST 49,200 45,950
    538034109 LIVE NATION INC AT COST 20,373 19,270
    G46188101 HORIZON THERAPEUTICS AT COST 23,244 29,028
    37045V100 GENERAL MOTORS CO AT COST 44,839 47,336

    TY 2020 LegalFeesSchedule
    Name:
    STEWART ALEXANDER MD FDN TR UDEED
    EIN:
    23-6732616
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    NON-ALLOCABLE LEGAL FEES 437     437


    TY 2020 OtherIncomeSchedule2
    Name:
    STEWART ALEXANDER MD FDN TR UDEED
    EIN:
    23-6732616
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    FEDERAL TAX REFUND 1,631 0  


    TY 2020 OtherIncreasesSchedule
    Name:
    STEWART ALEXANDER MD FDN TR UDEED
    EIN:
    23-6732616
    Description Amount
    PY PENDING SALES ADJ 30


    TY 2020 TaxesSchedule
    Name:
    STEWART ALEXANDER MD FDN TR UDEED
    EIN:
    23-6732616
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 2,513 2,513   0
    FEDERAL TAX PAYMENT - PRIOR YE 1,582 0   0
    FEDERAL ESTIMATES - PRINCIPAL 1,564 0   0
    FOREIGN TAXES ON NONQUALIFIED 315 315   0