Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
TA JA JR & WF VAN WYNEN TRUST A
 
Number and street (or P.O. box number if mail is not delivered to street address)116 ALLEGHENY CENTER MALL P8YB3502L
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH, PA15212
A Employer identification number

22-6502704
B Telephone number (see instructions)

(412) 762-3818
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$1,205,653J 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... 27,112 26,205  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 46,688
b Gross sales price for all assets on line 6a 370,919
7 Capital gain net income (from Part IV, line 2)... 46,688
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 73,800 72,893  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 11,791 6,721   5,070
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 920 633   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 4 4    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 12,715 7,358 0 5,070
25 Contributions, gifts, grants paid....... 45,452 45,452
26 Total expenses and disbursements. Add lines 24 and 25 58,167 7,358 0 50,522
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 15,633
b Net investment income (if negative, enter -0-) 65,535
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......... 44,219 30,407 30,407
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)....... 196,577 Click to see attachment189,854 298,733
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).......... 722,164 Click to see attachment756,984 876,513
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) 962,960 977,245 1,205,653
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........ 957,855 977,245
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 5,105  
29 Total net assets or fund balances (see instructions)..... 962,960 977,245
30 Total liabilities and net assets/fund balances (see instructions). 962,960 977,245
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
962,960
2
Enter amount from Part I, line 27a .....................
2
15,633
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
978,593
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
1,348
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
977,245
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 4. AMERICAN WATER WORKS CO INC   2018-05-24 2020-01-17
b 21. CHEVRON CORPORATION     2020-01-17
c 48. PROGRESSIVE CORP OHIO   2019-02-08 2020-01-17
d 25. DANAHER CORP     2020-01-27
e 43. DISCOVER FINANCIAL W/I   2019-07-26 2020-01-27
6. AMGEN INC     2020-02-12
7. LAUDER ESTEE COS INC CL A     2020-02-12
7. PROCTER & GAMBLE CO   2019-02-15 2020-02-12
38. T-MOBILE US INC     2020-02-12
5. UNITEDHEALTH GROUP INC COM     2020-02-12
56. BP PLC SPONSORED ADR   2019-02-22 2020-02-28
18. HCA HEALTHCARE INC   2019-03-22 2020-02-28
53. PFIZER INC COM   2017-11-10 2020-02-28
31. INGERSOLL RAND INC   2019-04-11 2020-03-05
36. TRANE TECHNOLOGIES PLC SEDOL BK9ZQ96   2019-04-11 2020-03-05
.766 INGERSOLL RAND INC   2019-04-11 2020-03-11
18. SEMPRA ENERGY   2019-06-13 2020-03-13
20. DARDEN RESTAURANTS INC W I   2019-05-24 2020-03-18
25. JAZZ PHARMACEUTICALS PLC SEDOL B4Q5ZN4   2020-01-27 2020-03-26
13. LAUDER ESTEE COS INC CL A   2019-02-15 2020-04-02
4. CINTAS CORP     2020-04-13
20. TEXAS INSTRS INC COM   2019-09-27 2020-04-13
7. DOLLAR GENERAL CORP   2020-03-18 2020-04-14
7. DOLLAR GENERAL CORP   2018-11-08 2020-04-14
1. AMGEN INC   2013-12-30 2020-04-27
1. APPLE INC   2020-04-13 2020-04-27
550.737 BAIRD AGGREGATE BOND FUND FD 72   2019-08-29 2020-04-27
2. BANK OF AMERICA CORP   2018-07-27 2020-04-27
1. BRISTOL MYERS SQUIBB CO   2018-09-14 2020-04-27
1. CBRE GROUP INC   2018-02-23 2020-04-27
2. CITIZENS FINANCIAL GROUP   2018-05-24 2020-04-27
1. COMCAST CORPORATION CL A   2018-10-11 2020-04-27
703.077 WCM FOCUSED INTL GROWTH-INS   2018-09-26 2020-04-27
89. ISHARES BARCLAYS 7-10 YEAR TREASURY   2019-08-29 2020-04-27
62. ISHARES TR S&P SMLCP VALU   2012-12-19 2020-04-27
6. ISHARES TR S&P SMLCP VALU   2019-12-18 2020-04-27
4. ISHARES TR S&P SMLCP GROW   2019-12-18 2020-04-27
53. ISHARES TR S&P SMLCP GROW     2020-04-27
345. ISHARES MSCI USA QUALITY FACTOR ETF   2016-09-30 2020-04-27
278. ISHARES MSCI USA VALUE FACTOR ETF   2016-09-30 2020-04-27
71. ISHARES MSCI USA MOMENTUM FACTOR ETF   2018-09-28 2020-04-27
1. J P MORGAN CHASE & CO COM   2018-05-24 2020-04-27
1. MICROSOFT CORP   2019-08-02 2020-04-27
1. MONDELEZ INTERNATIONAL   2020-02-12 2020-04-27
1. MORGAN STANLEY   2020-01-27 2020-04-27
2. MOTOROLA SOLUTIONS INC   2019-10-04 2020-04-27
37.686 PIMCO INCOME FUND CLASS INS   2019-12-18 2020-04-27
1. PROCTER & GAMBLE CO   2019-02-15 2020-04-27
1. TRANSUNION   2019-10-04 2020-04-27
993.02 WELLS FARGO CORE BOND FUND   2019-08-29 2020-04-27
679.962 WESTERN ASSET CORE PLUS BOND FD CLASS I FD 287   2019-08-29 2020-04-27
592. WISDOMTREE U.S. QUALITY DIVI ETF   2016-09-30 2020-04-27
25. QUEST DIAGNOSTICS INC   2019-06-12 2020-04-30
47. CBRE GROUP INC   2018-02-23 2020-05-01
2. AUTOZONE INC   2018-10-11 2020-05-12
48. COMCAST CORPORATION CL A     2020-05-12
31. OMNICOM GROUP INC   2019-06-12 2020-05-12
28. WASTE MANAGEMENT INC     2020-05-12
46. CITIGROUP INC   2020-01-17 2020-05-13
7. S&P GLOBAL INC     2020-05-13
16. AUTOMATIC DATA PROCESSING INC   2018-05-23 2020-06-26
14. BURLINGTON STORES INC   2016-09-01 2020-06-26
14. BOOZ ALLEN HAMILTON HOLDING     2020-07-08
5. ACCENTURE PLC CLASS A SEDOL B4BNMY3   2019-07-11 2020-07-08
35. BAXTER INTERNATIONAL INC     2020-08-07
92. CITIZENS FINANCIAL GROUP     2020-08-07
13. MCDONALDS CORP COM   2017-06-19 2020-08-19
5. ABBVIE INC   2020-02-12 2020-08-26
165.93 CAMBIAR INTL EQUITY FUND-INS     2020-08-26
1. AIR PRODUCTS & CHEMICALS INC   2019-08-08 2020-08-26
1. AKAMAI TECHNOLOGIES   2020-06-26 2020-08-26
2. ALLSTATE CORP   2019-10-04 2020-08-26
1. ALPHABET INC/CA-CL A   2019-01-04 2020-08-26
1. AMAZON.COM INC   2018-05-24 2020-08-26
1. AMERICAN WATER WORKS CO INC   2018-05-24 2020-08-26
1. AMERISOURCEBERGEN CORP   2020-04-30 2020-08-26
111.344 BAIRD MIDCAP INST   2018-05-24 2020-08-26
11.425 BAIRD MIDCAP INST   2020-04-27 2020-08-26
10. BANK OF AMERICA CORP   2018-07-27 2020-08-26
3. BOOZ ALLEN HAMILTON HOLDING   2019-01-04 2020-08-26
1. BROADCOM INC   2019-02-08 2020-08-26
2. CDW CORP/DE   2019-12-04 2020-08-26
1. CIGNA CORP   2020-03-26 2020-08-26
3. CVS CAREMARK CORP     2020-08-26
1. CHARTER COMMUNICATIONS INC-A   2020-02-12 2020-08-26
2. CHURCH & DWIGHT INC   2019-01-31 2020-08-26
1. CHURCH & DWIGHT INC   2020-04-27 2020-08-26
2. CIENA CORP   2020-07-08 2020-08-26
1. CINTAS CORP   2019-04-24 2020-08-26
1. CLOROX CO   2020-04-02 2020-08-26
5. COMCAST CORPORATION CL A   2018-05-24 2020-08-26
2. CONOCOPHILLIPS   2018-05-24 2020-08-26
1. CROWN CASTLE INTL CORP   2019-08-23 2020-08-26
2. D R HORTON INC   2020-08-19 2020-08-26
1. DOLLAR GENERAL CORP   2018-11-08 2020-08-26
3. EDWARDS LIFESCIENCES CORP   2019-09-05 2020-08-26
2. EVERSOURCE ENERGY   2020-03-13 2020-08-26
2. FMC CORPORATION NEW   2019-11-01 2020-08-26
2. FACEBOOK INC   2016-03-28 2020-08-26
146.577 SEAFARER OVERSEAS GROWTH & INCOME INSTL CLASS   2019-05-29 2020-08-26
280.142 OAKMARK INTL SM CAP-INST 2888   2019-05-29 2020-08-26
1. HOME DEPOT INC COM   2012-12-19 2020-08-26
2. INTEL CORP   2020-04-13 2020-08-26
246.566 WCM FOCUSED INTL GROWTH-INS   2018-09-26 2020-08-26
34. ISHARES TR S&P 500 INDEX FD   2020-04-27 2020-08-26
36. ISHARES TR S&P SMLCAP 600   2020-04-27 2020-08-26
27. ISHARES CORE MSCI EAFE ETF ETF   2020-04-27 2020-08-26
4. J P MORGAN CHASE & CO COM   2018-05-24 2020-08-26
1. JOHNSON & JOHNSON COM   2020-06-26 2020-08-26
1. KANSAS CITY SOUTHERN   2020-03-05 2020-08-26
1. L3 HARRIS TECHNOLOGIES INC   2019-08-22 2020-08-26
1. LAM RESEARCH CORP   2020-01-17 2020-08-26
1. LILLY ELI & CO   2020-04-27 2020-08-26
1. LILLY ELI & CO   2018-07-13 2020-08-26
1. MERCK & CO INC   2020-02-28 2020-08-26
5. MICROSOFT CORP   2019-08-02 2020-08-26
2. MONDELEZ INTERNATIONAL   2020-02-12 2020-08-26
3. MORGAN STANLEY   2020-01-27 2020-08-26
1. MOTOROLA SOLUTIONS INC   2019-10-04 2020-08-26
1. PAYPAL HOLDINGS INC-W/I   2020-05-13 2020-08-26
2. PROCTER & GAMBLE CO     2020-08-26
430.513 ROWE T PRICE VALUE FD INC COM     2020-08-26
61.135 ROWE T PRICE VALUE FD INC COM     2020-08-26
1. STRYKER CORP   2019-08-08 2020-08-26
1. TARGET CORP   2019-08-22 2020-08-26
1. TARGET CORP   2020-04-27 2020-08-26
1. TELEDYNE TECHNOLOGIES INC   2019-11-08 2020-08-26
1. THERMO ELECTRON CORP COM   2020-08-07 2020-08-26
3. TOTAL FINA S A   2018-05-24 2020-08-26
93.712 TOUCHSTONE SANDS EM GR-INST FUND 565   2020-04-27 2020-08-26
287.585 TOUCHSTONE SANDS EM GR-INST FUND 565   2019-05-29 2020-08-26
2. TRANSUNION   2019-10-04 2020-08-26
4. TRUIST FINANCIAL CORP   2018-05-24 2020-08-26
1. UNITEDHEALTH GROUP INC COM   2016-10-28 2020-08-26
2. VISA INC CLASS A SHARES   2018-05-24 2020-08-26
3. WEC ENERGY GROUP INC   2012-12-19 2020-08-26
884.742 WASATCH INTL OPPORTUNIT-INST     2020-08-26
654.764 WELLS FARGO SPECIAL US MID CAP VALUE I     2020-08-26
147.286 WELLS FARGO SPECIAL US MID CAP VALUE I   2020-04-27 2020-08-26
1. ACCENTURE PLC CLASS A SEDOL B4BNMY3   2019-07-11 2020-08-26
17. CIGNA CORP   2020-03-26 2020-09-01
22. EVERSOURCE ENERGY   2020-03-13 2020-09-01
39. CVS CAREMARK CORP   2020-02-28 2020-09-24
6. AMERICAN WATER WORKS CO INC     2020-11-20
41. CONOCOPHILLIPS     2020-11-20
7. VISA INC CLASS A SHARES     2020-11-20
34. CHURCH & DWIGHT INC   2019-01-31 2020-12-09
47. CIENA CORP   2020-07-08 2020-12-09
41. INTEL CORP   2020-04-13 2020-12-09
10. AMERISOURCEBERGEN CORP   2020-04-30 2020-12-23
16. CROWN CASTLE INTL CORP   2019-08-23 2020-12-23
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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 517   328 189
b 2,439   2,618 -179
c 3,665   3,253 412
d 4,019   2,539 1,480
e 3,186   3,968 -782
1,355   1,007 348
1,498   1,084 414
860   693 167
3,652   2,440 1,212
1,504   1,035 469
1,665   2,370 -705
2,231   2,453 -222
1,737   1,859 -122
915   894 21
4,100   3,135 965
18   22 -4
1,814   2,443 -629
744   2,396 -1,652
2,523   3,601 -1,078
1,991   2,005 -14
780   1,024 -244
2,136   2,589 -453
1,237   1,025 212
1,237   823 414
237   115 122
282   269 13
6,361   6,240 121
45   62 -17
62   61 1
40   45 -5
42   82 -40
38   35 3
12,079   11,734 345
10,839   10,137 702
6,670   5,031 1,639
645   966 -321
597   769 -172
7,915   6,288 1,627
30,851   23,275 7,576
18,889   18,130 759
8,423   8,468 -45
92   111 -19
177   136 41
52   59 -7
39   53 -14
307   333 -26
418   453 -35
119   99 20
73   79 -6
13,594   13,287 307
8,071   8,241 -170
25,229   19,108 6,121
2,788   2,473 315
1,924   2,130 -206
2,125   1,578 547
1,718   1,607 111
1,607   2,479 -872
2,769   2,296 473
1,864   3,736 -1,872
2,098   1,218 880
2,351   2,042 309
2,884   1,147 1,737
1,037   736 301
1,085   970 115
2,813   2,424 389
2,260   2,977 -717
2,729   1,980 749
465   483 -18
4,097   4,614 -517
288   229 59
112   103 9
186   215 -29
1,609   1,072 537
3,361   1,604 1,757
142   82 60
97   89 8
2,909   2,276 633
299   240 59
257   309 -52
259   138 121
335   271 64
223   271 -48
176   164 12
188   179 9
609   535 74
191   129 62
96   72 24
115   113 2
323   215 108
218   178 40
216   158 58
77   137 -60
160   147 13
151   146 5
200   118 82
241   224 17
168   166 2
215   185 30
579   227 352
1,834   1,571 263
3,970   3,914 56
288   62 226
99   116 -17
5,420   4,115 1,305
11,800   9,748 2,052
2,681   2,184 497
1,669   1,403 266
399   445 -46
151   139 12
183   156 27
179   212 -33
354   306 48
148   164 -16
148   89 59
85   75 10
1,092   680 412
116   118 -2
155   160 -5
154   166 -12
202   143 59
277   196 81
15,503   14,416 1,087
2,201   1,933 268
188   217 -29
153   104 49
153   109 44
317   342 -25
421   415 6
119   184 -65
1,733   1,173 560
5,317   3,583 1,734
171   159 12
153   213 -60
308   142 166
418   263 155
277   114 163
4,105   3,326 779
24,095   21,687 2,408
5,420   4,697 723
238   194 44
3,009   2,795 214
1,848   1,829 19
2,225   2,253 -28
949   401 548
1,625   2,289 -664
1,443   644 799
2,942   2,185 757
2,268   2,645 -377
2,068   2,375 -307
970   893 77
2,471   2,337 134
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
      7,784
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       189
b       -179
c       412
d       1,480
e       -782
      348
      414
      167
      1,212
      469
      -705
      -222
      -122
      21
      965
      -4
      -629
      -1,652
      -1,078
      -14
      -244
      -453
      212
      414
      122
      13
      121
      -17
      1
      -5
      -40
      3
      345
      702
      1,639
      -321
      -172
      1,627
      7,576
      759
      -45
      -19
      41
      -7
      -14
      -26
      -35
      20
      -6
      307
      -170
      6,121
      315
      -206
      547
      111
      -872
      473
      -1,872
      880
      309
      1,737
      301
      115
      389
      -717
      749
      -18
      -517
      59
      9
      -29
      537
      1,757
      60
      8
      633
      59
      -52
      121
      64
      -48
      12
      9
      74
      62
      24
      2
      108
      40
      58
      -60
      13
      5
      82
      17
      2
      30
      352
      263
      56
      226
      -17
      1,305
      2,052
      497
      266
      -46
      12
      27
      -33
      48
      -16
      59
      10
      412
      -2
      -5
      -12
      59
      81
      1,087
      268
      -29
      49
      44
      -25
      6
      -65
      560
      1,734
      12
      -60
      166
      155
      163
      779
      2,408
      723
      44
      214
      19
      -28
      548
      -664
      799
      757
      -377
      -307
      77
      134
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 46,688
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................................ 1 911
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........................... 3 911
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- ..... 5 911
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 398
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.............. 7 398
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 9 513
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)
    bulletNJ
    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 .Click to see attachment
    8b
     
    No
    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 ofbulletPNC BANK N A Telephone no.bullet (412) 762-3818

    Located atbullet116 ALLEGHENY CENTER MALLPITTSBURGHPA ZIP+4bullet15212
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
    No
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    GLORIA E GRIECO ESQUIRE CO-TRUSTEE
    1     		3,411    
    31 PARK STREET
    MONTCLAIR,NJ07042
    PNC BANK N A CO-TRUSTEE
    2     		8,380    
    116 ALLEGHENY CENTER MALL
    PITTSBURGH,PA15212
    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
    1,098,308
    b
    Average of monthly cash balances.......................
    1b
    0
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,098,308
    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
    1,098,308
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    16,475
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,081,833
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    54,092
    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
    54,092
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    911
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    911
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    53,181
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    53,181
    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
    53,181
    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
    50,522
    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
    50,522
    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
    50,522
    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 53,181
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 45,452
    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$ 50,522
    a Applied to 2019, but not more than line 2a 45,452
    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..... 5,070
    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 ..........     		48,111
    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).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or 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
    JUSTIN CRUZ
    116 ALLEGHENY CENTER MALL
    PITTSBURGH,PA15212     		NONE I SCHOLARSHIP 4,000
    CLAIRE MCMAHON
    116 ALLEGHENY CENTER MALL
    PITTSBURGH,PA15212     		NONE I SCHOLARSHIP 3,000
    TYDAI SINGLETON
    116 ALLEGHENY CENTER MALL
    PITTSBURGH,PA15212     		NONE I SCHOLARSHIP 3,000
    ANGEL CLAVIJO
    116 ALLEGHENY CENTER MALL
    PITTSBURGH,PA15212     		NONE I SCHOLARSHIP 2,000
    ALYSSA SMOLEN
    116 ALLEGHENY CENTER MALL
    PITTSBURGH,PA15212     		NONE I SCHOLARHIP 4,500
    ASHELY MEDINA
    116 ALLEGHENY CENTER MALL
    PITTSBURGH,PA15212     		NONE I SCHOLARSHIP 2,000
    CAROLYN SALVATELLI
    116 ALLEGHENY CENTER MALL
    PITTSBURGH,PA15212     		NONE I SCHOLARSHIP 1,500
    MARCO OLIVERI
    116 ALLEGHENY CENTER MALL
    PITTSBURGH,PA15212     		NONE I SCHOLARSHIP 2,500
    ABIGAIL ROBIK
    116 ALLEGHENY CENTER MALL
    PITTSBURGH,PA15212     		NONE I SCHOLARSHIP 1,500
    LAURA ROSE WAY-LORY
    116 ALLEGHENY CENTER MALL
    PITTSBURGH,PA15212     		NONE I SCHOLARSHIP 1,500
    CAROLINE LIDDY
    116 ALLEGHENY CENTER MALL
    PITTSBURGH,PA15212     		NONE I SCHOLARSHIP 3,000
    ROSARY HILL HOME
    600 LINDA AVE
    HAWTHORNE,NY105321362     		NONE PC GENERAL SUPPORT 8,476
    ST JOSEPHS HOME FOR THE ELDERLY
    140 SHEPHERD LN
    TOTOWA,NJ075122188     		NONE PC GENERAL SUPPORT 8,476
    Total .................................bullet 3a 45,452
    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 27,112  
    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 46,688  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   73,800  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    73,800
    (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 ExplnOfNonFilingWithAGStmt
    Name:
    TA JA JR & WF VAN WYNEN TRUST A
    EIN:
    22-6502704
    Statement:
    The New Jersey Office of the Attorney General has indicated that no Forms 990-PF should be filed with the State unless a charitable organization has pre-registered with the office. Although the situs of this trust is New Jersey, it does not solicit contributions from the public and therefore it does not meet the registration requirements of the State of New Jersey. As a result, the Trust does not furnish a copy of its Form 990-PF to the State.

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    TA JA JR & WF VAN WYNEN TRUST A
    EIN:
    22-6502704
    Name of Stock End of Year Book Value End of Year Fair Market Value
    COMMON STOCK    
    9158106 AIR PRODUCTS & CHEMICA 2,286 2,732
    20002101 ALLSTATE CORP 2,367 2,418
    23135106 AMAZON COM INC 6,075 13,028
    30420103 AMERICAN WATER WORKS 956 2,302
    31162100 AMGEN INC 1,846 3,679
    37833100 APPLE INC 5,167 22,292
    53332102 AUTOZONE INC 1,578 2,371
    60505104 BANK OF AMERICA CORP 5,189 5,395
    99502106 BOOZ ALLEN HAMILTON H 1,976 3,749
    110122108 BRISTOL MYERS SQUIBB 3,751 3,846
    172908105 CINTAS CORP 2,363 3,888
    189054109 CLOROX CO 2,318 2,625
    256677105 DOLLAR GENERAL CORP 1,529 2,734
    302491303 FMC CORPORATION NEW 3,148 3,908
    437076102 HOME DEPOT INC 1,061 4,516
    460690100 INTERPUBLIC GROUP CO 2,906 3,199
    478160104 JOHNSON & JOHNSON 2,509 2,833
    485170302 KANSAS CITY SOUTHERN 2,810 3,674
    502431109 L3 HARRIS TECHNOLOGI 3,603 3,213
    512807108 LAM RESEARCH CORP 3,969 6,140
    532457108 LILLY ELI & CO 2,325 4,390
    539830109 LOCKHEED MARTIN CORP 2,528 2,485
    594918104 MICROSOFT CORP 9,149 23,799
    609207105 MONDELEZ INTERNATION 2,768 2,748
    617446448 MORGAN STANLEY 4,637 5,619
    620076307 MOTOROLA SOLUTIONS I 3,991 4,081
    666807102 NORTHROP GRUMMAN COR 1,952 3,047
    742718109 PROCTER & GAMBLE CO 4,409 6,679
    747525103 QUALCOMM 3,022 2,894
    863667101 STRYKER CORP 2,391 2,695
    874039100 TAIWAN SEMICONDUCTOR 2,969 3,053
    879360105 TELEDYNE TECHNOLOGIE 2,392 2,744
    883556102 THERMO FISHER SCIENT 4,652 5,124
    74762E102 QUANTA SVCS INC 3,830 4,897
    03073E105 AMERISOURCEBERGEN CO 2,321 2,542
    87612E106 TARGET CORP 2,390 4,060
    28176E108 EDWARDS LIFESCIENCES 2,466 3,011
    34959E109 FORTINET INC 2,636 2,822
    89151E109 TOTAL S E 4,937 4,484
    00287Y109 ABBVIE INC 3,798 4,500
    00507V109 ACTIVISION BLIZZARD 2,623 3,157
    00971T101 AKAMAI TECHNOLOGIES 2,585 2,625
    02079K305 ALPHABET INC/CA-CL A 3,170 10,516
    03027X100 AMERICAN TOWER CORP 2,349 2,245
    09247X101 BLACKROCK INC 3,609 4,329
    11135F101 BROADCOM INC 3,254 5,254
    12514G108 CDW CORP/DE 3,995 4,613
    16119P108 CHARTER COMMUNICATIO 3,617 4,631
    20030N101 COMCAST CORPORATION 1,442 3,825
    22160K105 COSTCO WHOLESALE COR 3,333 5,652
    23331A109 D R HORTON INC 2,706 2,550
    30303M102 FACEBOOK INC 2,502 6,010
    46625H100 JPMORGAN CHASE & CO 4,944 10,166
    58933Y105 MERCK & CO INC 4,316 4,499
    64110L106 NETFLIX INC 2,642 3,244
    70450Y103 PAYPAL HOLDINGS INC- 2,291 3,747
    78409V104 S&P GLOBAL INC 1,844 5,588
    89400J107 TRANSUNION 2,856 3,572
    89832Q109 TRUIST FINANCIAL COR 2,737 3,691
    91324P102 UNITEDHEALTH GROUP I 1,418 3,507
    92826C839 VISA INC CLASS A SHA 750 4,156
    92939U106 WEC ENERGY GROUP INC 1,136 2,761
    G1151C101 ACCENTURE PLC CLASS 2,765 4,179

    TY 2020 InvestmentsOtherSchedule2
    Name:
    TA JA JR & WF VAN WYNEN TRUST A
    EIN:
    22-6502704
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MUTUAL FUNDS - FIXED      
    MUTUAL FUNDS - EQUITY      
    57071813 BAIRD MIDCAP INST AT COST 16,958 30,813
    57071854 BAIRD AGGREGATE BOND AT COST 51,809 53,583
    316092857 FIDELITY REAL ESTATE AT COST 31,228 35,634
    317609295 SEAFARER OVERSEAS GR AT COST 19,466 26,838
    413838657 OAKMARK INTL SM CAP- AT COST 26,392 34,151
    461418444 WCM FOCUSED INTL GRO AT COST 32,719 48,520
    464287200 ISHARES CORE S&P 500 AT COST 32,973 43,170
    464287440 ISHARES BARCLAYS 7-1 AT COST 53,532 56,017
    464287804 ISHARES CORE S&P SMA AT COST 18,386 27,846
    936793686 WASATCH INTL OPPORTU AT COST 17,510 25,903
    957663503 WESTERN ASSET CORE P AT COST 107,073 114,128
    00769G543 CAMBIAR INTL EQUITY AT COST 57,164 58,140
    46432F842 ISHARES CORE MSCI EA AT COST 31,185 41,454
    52106N459 LAZARD GLOBAL LISTED AT COST 48,108 46,606
    72201F490 PIMCO INCOME FUND CL AT COST 40,418 41,207
    74256W584 PRINCIPAL MIDCAP FUN AT COST 28,439 31,655
    89154Q562 TOUCHSTONE SANDS EM AT COST 15,415 27,119
    94987W794 WELLS FARGO CORE BON AT COST 102,637 106,263
    97717X669 WISDOMTREE U.S. QUAL AT COST 25,572 27,466

    TY 2020 OtherDecreasesSchedule
    Name:
    TA JA JR & WF VAN WYNEN TRUST A
    EIN:
    22-6502704
    Description Amount
    ROUNDING ADJUSTMENT FOR SALES AND TRANS. 3
    2020 TRANSACTIONS POSTED IN 2021 1,317
    ROC ADJUSTMENT 28


    TY 2020 OtherExpensesSchedule
    Name:
    TA JA JR & WF VAN WYNEN TRUST A
    EIN:
    22-6502704
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADR SERVICE FEES 4 4   0


    TY 2020 TaxesSchedule
    Name:
    TA JA JR & WF VAN WYNEN TRUST A
    EIN:
    22-6502704
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 80 80   0
    FEDERAL ESTIMATES - INCOME 287 0   0
    FOREIGN TAXES ON QUALIFIED FOR 397 397   0
    FOREIGN TAXES ON NONQUALIFIED 156 156   0