TY 2020 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
bullet

Go 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
ESTATE OF EDGAR F JOBE IN TRUST

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

21-6011101

B Telephone number (see instructions)

(216) 257-9834

C If exemption application is pending, check here bullet

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. bullet

2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... bullet

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... bullet

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) bullet

$2,243,399J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)	(a) Revenue and expenses per books		(b) Net investment income	(c) Adjusted net income	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	50,551		48,836
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		78,978
b	Gross sales price for all assets on line 6a 699,203
7	Capital gain net income (from Part IV, line 2)...			78,978
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........	129,529		127,814
13	Compensation of officers, directors, trustees, etc.	27,118		21,694		5,424
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)...		849	849		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).......		9			9
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	27,976		22,543	0	5,433
25	Contributions, gifts, grants paid.......	84,089				84,089
26	Total expenses and disbursements. Add lines 24 and 25	112,065		22,543	0	89,522
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	17,464
b	Net investment income (if negative, enter -0-)			105,271
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	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............		-115	-115
	2	Savings and temporary cash investments.........	60,161	58,433	58,433
	3	Accounts receivable
		Less: allowance for doubtful accounts		0	0
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts 0
	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).......	0	542,459	877,701
	c	Investments—corporate bonds (attach schedule).......
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	1,682,244	1,157,104	1,307,380
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	1,742,405	1,757,881	2,243,399
	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 )
	23	Total liabilities (add lines 17 through 22).........		0
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	1,742,405	1,757,881
	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).....	1,742,405	1,757,881
	30	Total liabilities and net assets/fund balances (see instructions).	1,742,405	1,757,881

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

1,742,405

Enter amount from Part I, line 27a .....................

17,464

Other increases not included in line 2 (itemize) bullet

Add lines 1, 2, and 3 ..........................

1,759,870

Decreases not included in line 2 (itemize) bullet

1,989

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

1,757,881

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	25. AMERICAN WATER WORKS CO INC		2016-02-09	2020-01-17
b	55. CHEVRON CORPORATION		2018-06-13	2020-01-17
c	120. PROGRESSIVE CORP OHIO		2019-02-08	2020-01-17
d	20. PROGRESSIVE CORP OHIO		2019-02-08	2020-01-21
e	72. DANAHER CORP		2018-06-15	2020-01-27
	3. DANAHER CORP		2018-06-15	2020-01-27
	45. DISCOVER FINANCIAL W/I		2019-07-26	2020-01-27
	75. DISCOVER FINANCIAL W/I		2019-07-29	2020-01-27
	25. AMGEN INC		2013-12-30	2020-02-12
	12. LAUDER ESTEE COS INC CL A		2019-02-15	2020-02-12
	1. LAUDER ESTEE COS INC CL A		2019-02-15	2020-02-12
	2. LAUDER ESTEE COS INC CL A		2019-02-15	2020-02-12
	1. MERCK & CO XXX-XX-XXXX		2001-01-01	2020-02-12
	40. PROCTER & GAMBLE CO		2019-02-15	2020-02-12
	89. T-MOBILE US INC		2017-05-01	2020-02-12
	12. T-MOBILE US INC		2017-04-28	2020-02-12
	19. T-MOBILE US INC		2017-04-28	2020-02-12
	5. UNITEDHEALTH GROUP INC COM		2017-01-27	2020-02-12
	15. UNITEDHEALTH GROUP INC COM		2016-10-27	2020-02-12
	5. PHILLIPS 66		2019-10-10	2020-02-28
	65. PHILLIPS 66		2019-10-10	2020-02-28
	80. INGERSOLL RAND INC		2019-04-11	2020-03-05
	54. TRANE TECHNOLOGIES PLC SEDOL BK9ZQ96		2019-04-12	2020-03-05
	8. INGERSOLL RAND INC		2019-04-11	2020-03-06
	45. TRANE TECHNOLOGIES PLC SEDOL BK9ZQ96		2019-04-11	2020-03-06
	1. TRANE TECHNOLOGIES PLC SEDOL BK9ZQ96		2019-04-11	2020-03-06
	.239 INGERSOLL RAND INC		2019-04-11	2020-03-11
	50. SEMPRA ENERGY		2019-06-13	2020-03-13
	55. DARDEN RESTAURANTS INC W I		2019-05-24	2020-03-18
	19. JAZZ PHARMACEUTICALS PLC SEDOL B4Q5ZN4		2020-01-28	2020-03-26
	12. JAZZ PHARMACEUTICALS PLC SEDOL B4Q5ZN4		2020-01-28	2020-03-27
	16. JAZZ PHARMACEUTICALS PLC SEDOL B4Q5ZN4		2020-01-27	2020-03-30
	13. JAZZ PHARMACEUTICALS PLC SEDOL B4Q5ZN4		2020-01-27	2020-03-31
	10. JAZZ PHARMACEUTICALS PLC SEDOL B4Q5ZN4		2020-01-31	2020-04-01
	35. LAUDER ESTEE COS INC CL A		2019-02-15	2020-04-02
	10. CINTAS CORP		2019-04-29	2020-04-13
	55. TEXAS INSTRS INC COM		2019-09-27	2020-04-13
	20. DOLLAR GENERAL CORP		2020-03-18	2020-04-14
	25. DOLLAR GENERAL CORP		2018-11-08	2020-04-14
	966.173 CAMBIAR INTL EQUITY FUND-INS		2018-09-26	2020-04-27
	933.766 BAIRD AGGREGATE BOND FUND FD 72		2019-08-29	2020-04-27
	1560.427 WCM FOCUSED INTL GROWTH-INS		2018-09-26	2020-04-27
	157. ISHARES BARCLAYS 7-10 YEAR TREASURY		2019-08-29	2020-04-27
	157. ISHARES TR S&P SMLCP VALU		2012-09-05	2020-04-27
	132. ISHARES TR S&P SMLCP GROW		2014-03-14	2020-04-27
	1618.887 WELLS FARGO CORE BOND FUND		2019-08-29	2020-04-27
	990.564 WESTERN ASSET CORE PLUS BOND FD CLASS I FD 287		2019-08-29	2020-04-27
	29. QUEST DIAGNOSTICS INC		2019-06-14	2020-04-30
	32. CBRE GROUP INC		2018-02-27	2020-05-01
	41. QUEST DIAGNOSTICS INC		2019-06-12	2020-05-01
	60. CBRE GROUP INC		2018-02-26	2020-05-04
	43. CBRE GROUP INC		2018-02-23	2020-05-05
	170. COMCAST CORPORATION CL A		2011-10-12	2020-05-11
	90. OMNICOM GROUP INC		2019-06-12	2020-05-11
	10. AUTOZONE INC		2018-10-11	2020-05-12
	22. WASTE MANAGEMENT INC		2018-03-09	2020-05-12
	130. CITIGROUP INC		2020-01-17	2020-05-13
	30. S&P GLOBAL INC		2016-05-20	2020-05-13
	53. WASTE MANAGEMENT INC		2018-04-26	2020-05-13
	40. AUTOMATIC DATA PROCESSING INC		2018-05-23	2020-06-26
	20. BURLINGTON STORES INC		2016-08-31	2020-06-26
	18. BURLINGTON STORES INC		2016-08-31	2020-06-29
	2. BURLINGTON STORES INC		2016-08-31	2020-06-29
	36. BOOZ ALLEN HAMILTON HOLDING		2019-01-04	2020-07-07
	15. ACCENTURE PLC CLASS A SEDOL B4BNMY3		2019-07-11	2020-07-07
	14. BOOZ ALLEN HAMILTON HOLDING		2019-01-04	2020-07-08
	105. BAXTER INTERNATIONAL INC		2018-01-04	2020-08-07
	290. CITIZENS FINANCIAL GROUP		2016-11-11	2020-08-07
	35. MCDONALDS CORP COM		2017-06-19	2020-08-19
	189.735 CAMBIAR INTL EQUITY FUND-INS		2018-09-26	2020-08-26
	147.736 BAIRD MIDCAP INST		2020-04-27	2020-08-26
	652.773 BAIRD MIDCAP INST		2016-04-06	2020-08-26
	566. FIDELITY REAL ESTATE ETF ETF		2020-04-27	2020-08-26
	348.464 SEAFARER OVERSEAS GROWTH & INCOME INSTL CLASS		2019-05-29	2020-08-26
	545.657 OAKMARK INTL SM CAP-INST 2888		2019-05-29	2020-08-26
	226.151 WCM FOCUSED INTL GROWTH-INS		2018-09-26	2020-08-26
	154. ISHARES TR S&P SMLCAP 600		2020-04-27	2020-08-26
	2410.791 LAZARD GLOBAL LISTED INFRASTRUCTURE PORTFOLIO		2018-09-26	2020-08-26
	53.9 LAZARD GLOBAL LISTED INFRASTRUCTURE PORTFOLIO		2019-12-06	2020-08-26
	130.527 TOUCHSTONE SANDS EM GR-INST FUND 565		2020-04-27	2020-08-26
	561.876 TOUCHSTONE SANDS EM GR-INST FUND 565		2019-05-29	2020-08-26
	237.948 WASATCH INTL OPPORTUNIT-INST		2020-04-27	2020-08-26
	731.538 WASATCH INTL OPPORTUNIT-INST		2018-12-18	2020-08-26
	602.84 WASATCH INTL OPPORTUNIT-INST		2019-12-06	2020-08-26
	1183.153 WELLS FARGO SPECIAL US MID CAP VALUE I		2016-05-26	2020-08-26
	324.484 WELLS FARGO SPECIAL US MID CAP VALUE I		2020-04-27	2020-08-26
	50. CIGNA CORP		2020-03-26	2020-09-01
	34. EVERSOURCE ENERGY		2020-03-13	2020-09-01
	31. EVERSOURCE ENERGY		2020-03-13	2020-09-02
	115. CVS CAREMARK CORP		2019-10-10	2020-09-24
	10. MICROSOFT CORP		2019-07-11	2020-11-05
	15. VISA INC CLASS A SHARES		2013-02-08	2020-11-05
	20. AMERICAN WATER WORKS CO INC		2016-02-05	2020-11-20
	130. CONOCOPHILLIPS		2017-11-03	2020-11-20
	25. VISA INC CLASS A SHARES		2013-02-08	2020-11-20
	3. ABBVIE INC		2020-02-12	2020-12-07
	2. ACTIVISION BLIZZARD INC		2020-05-11	2020-12-07
	1. AIR PRODUCTS & CHEMICALS INC		2019-08-09	2020-12-07
	2. AKAMAI TECHNOLOGIES		2020-06-26	2020-12-07
	1. ALLSTATE CORP		2019-10-07	2020-12-07
	1. AMERICAN TOWER CORP		2020-05-01	2020-12-07
	1. AMERICAN WATER WORKS CO INC		2016-02-05	2020-12-07
	2. AMERISOURCEBERGEN CORP		2020-04-30	2020-12-07
	1. AMGEN INC		2013-12-30	2020-12-07
	11. APPLE INC		2020-05-20	2020-12-07
	12. BANK OF AMERICA CORP		2018-07-27	2020-12-07
	3. BOOZ ALLEN HAMILTON HOLDING		2019-01-04	2020-12-07
	4. BRISTOL MYERS SQUIBB CO		2018-09-17	2020-12-07
	1. BROADCOM INC		2019-02-11	2020-12-07
	2. CDW CORP/DE		2019-12-04	2020-12-07
	2. CHURCH & DWIGHT INC		2019-02-01	2020-12-07
	3. CIENA CORP		2020-07-07	2020-12-07
	1. CINTAS CORP		2019-04-29	2020-12-07
	1. CLOROX CO		2020-05-20	2020-12-07
	5. COMCAST CORPORATION CL A		2011-10-12	2020-12-07
	1. COSTCO WHSL CORP NEW COM		2020-05-20	2020-12-07
	1. CROWN CASTLE INTL CORP		2019-08-23	2020-12-07
	2. D R HORTON INC		2020-08-20	2020-12-07
	1. DOLLAR GENERAL CORP		2018-11-08	2020-12-07
	2. EDWARDS LIFESCIENCES CORP		2019-09-06	2020-12-07
	2. FMC CORPORATION NEW		2019-11-06	2020-12-07
	2. FACEBOOK INC		2016-03-02	2020-12-07
	1. FORTINET INC		2020-05-12	2020-12-07
	1. HOME DEPOT INC COM		2012-01-09	2020-12-07
	3. INTEL CORP		2020-04-13	2020-12-07
	9. INTERPUBLIC GROUP COS INC COM		2020-11-24	2020-12-07
	5. J P MORGAN CHASE & CO COM		2015-08-13	2020-12-07
	1. JOHNSON & JOHNSON COM		2020-06-26	2020-12-07
	1. KANSAS CITY SOUTHERN		2020-03-05	2020-12-07
	1. L3 HARRIS TECHNOLOGIES INC		2019-08-22	2020-12-07
	1. LAM RESEARCH CORP		2020-01-17	2020-12-07
	2. LILLY ELI & CO		2018-07-13	2020-12-07
	4. MERCK & CO INC		2019-10-10	2020-12-07
	7. MICROSOFT CORP		2019-08-02	2020-12-07
	3. MONDELEZ INTERNATIONAL		2020-02-12	2020-12-07
	4. MORGAN STANLEY		2020-01-27	2020-12-07
	2. MOTOROLA SOLUTIONS INC		2019-10-08	2020-12-07
	1. NORTHROP GRUMMAN CORPORATION		2015-02-19	2020-12-07
	1. PAYPAL HOLDINGS INC-W/I		2020-05-13	2020-12-07
	3. PROCTER & GAMBLE CO		2019-02-15	2020-12-07
	4. QUANTA SVCS INC		2020-09-02	2020-12-07
	1. S&P GLOBAL INC		2020-05-20	2020-12-07
	1. STRYKER CORP		2019-08-08	2020-12-07
	2. TARGET CORP		2019-08-22	2020-12-07
	1. THERMO ELECTRON CORP COM		2020-09-01	2020-12-07
	7. TOTAL FINA S A		2015-08-12	2020-12-07
	2. TRANSUNION		2019-10-07	2020-12-07
	6. TRUIST FINANCIAL CORP		2016-06-23	2020-12-07
	1. UNITEDHEALTH GROUP INC COM		2016-10-27	2020-12-07
	1. VISA INC CLASS A SHARES		2013-02-08	2020-12-07
	2. WEC ENERGY GROUP INC		2009-03-13	2020-12-07
	1. ACCENTURE PLC CLASS A SEDOL B4BNMY3		2019-07-11	2020-12-07
	26. CHURCH & DWIGHT INC		2019-02-01	2020-12-09
	95. CIENA CORP		2020-07-07	2020-12-09
	112. INTEL CORP		2020-04-13	2020-12-09
	25. CHURCH & DWIGHT INC		2019-01-31	2020-12-10
	31. CIENA CORP		2020-07-08	2020-12-10
	16. CIENA CORP		2020-07-08	2020-12-10
	34. CHURCH & DWIGHT INC		2019-01-31	2020-12-11
	18. CHURCH & DWIGHT INC		2019-01-31	2020-12-14
	25.443 CAMBIAR INTL EQUITY FUND-INS		2018-09-26	2020-12-21
	78.466 CAMBIAR INTL EQUITY FUND-INS		2018-09-26	2020-12-21
	72.242 BAIRD MIDCAP INST		2016-04-06	2020-12-21
	343.547 SEAFARER OVERSEAS GROWTH & INCOME INSTL CLASS		2019-05-29	2020-12-21
	435.474 OAKMARK INTL SM CAP-INST 2888		2019-05-29	2020-12-21
	9. INVESCO QQQ TRUST ETF		2020-08-26	2020-12-21
	133.541 WCM FOCUSED INTL GROWTH-INS		2018-09-26	2020-12-21
	97. ISHARES TR S&P SMLCAP 600		2020-04-27	2020-12-21
	36. ISHARES CORE MSCI EAFE ETF ETF		2020-08-26	2020-12-21
	13.994 LAZARD GLOBAL LISTED INFRASTRUCTURE PORTFOLIO		2018-09-26	2020-12-21
	116.683 PIMCO INCOME FUND CLASS INS		2019-12-06	2020-12-21
	77.455 PRINCIPAL MIDCAP FUND-R6		2020-08-26	2020-12-21
	263.759 TOUCHSTONE SANDS EM GR-INST FUND 565		2019-05-29	2020-12-21
	522.871 WASATCH INTL OPPORTUNIT-INST		2016-05-26	2020-12-21
	15. WISDOMTREE U.S. QUALITY DIVI ETF		2020-08-26	2020-12-21
	24. AMERISOURCEBERGEN CORP		2020-04-30	2020-12-23
	44. CROWN CASTLE INTL CORP		2019-08-23	2020-12-23
	4. FIDELITY REAL ESTATE ETF ETF		2020-12-21	2020-12-29
	7. FIDELITY REAL ESTATE ETF ETF		2020-04-27	2020-12-29
	2. INVESCO QQQ TRUST ETF		2020-08-26	2020-12-29
	8. ISHARES TR S&P SMLCAP 600		2020-04-27	2020-12-29
	6. ISHARES CORE MSCI EAFE ETF ETF		2020-08-26	2020-12-29
	2. WISDOMTREE U.S. QUALITY DIVI ETF		2020-08-26	2020-12-29
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	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		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	3,251	1,639	1,612
b	6,375	6,870	-495
c	9,151	8,265	886
d	1,527	1,359	168
e	11,620	7,350	4,270
	485	306	179
	3,334	4,161	-827
	5,556	6,879	-1,323
	5,671	2,886	2,785
	2,569	1,869	700
	213	155	58
	426	310	116
	27		27
	4,930	4,041	889
	8,509	6,042	2,467
	1,148	811	337
	1,807	1,277	530
	1,515	815	700
	4,528	2,340	2,188
	367	530	-163
	4,809	6,887	-2,078
	2,206	2,332	-126
	6,099	4,768	1,331
	219	231	-12
	4,928	3,938	990
	109	87	22
	6	7	-1
	5,110	6,861	-1,751
	1,839	6,573	-4,734
	1,907	2,789	-882
	1,175	1,750	-575
	1,605	2,316	-711
	1,315	1,873	-558
	966	1,440	-474
	5,249	5,421	-172
	1,947	2,418	-471
	5,914	7,043	-1,129
	3,551	2,957	594
	4,439	2,936	1,503
	19,536	26,840	-7,304
	10,785	10,580	205
	26,808	26,044	764
	19,120	17,883	1,237
	16,889	12,845	4,044
	19,712	16,365	3,347
	22,163	21,661	502
	11,758	12,006	-248
	3,210	2,941	269
	1,282	1,507	-225
	4,410	4,102	308
	2,356	2,808	-452
	1,726	1,964	-238
	6,124	4,564	1,560
	4,822	7,186	-2,364
	10,557	7,784	2,773
	2,170	1,865	305
	5,288	10,543	-5,255
	8,892	3,274	5,618
	5,129	4,343	786
	5,815	5,151	664
	3,936	1,623	2,313
	3,552	1,452	2,100
	395	161	234
	2,722	2,054	668
	3,264	2,907	357
	1,052	641	411
	8,448	7,183	1,265
	7,290	8,796	-1,506
	7,334	5,355	1,979
	4,685	5,271	-586
	3,860	3,102	758
	17,057	9,883	7,174
	13,600	12,530	1,070
	4,359	3,736	623
	7,732	7,623	109
	4,971	3,774	1,197
	11,470	9,345	2,125
	34,281	36,721	-2,440
	766	825	-59
	2,413	1,634	779
	10,389	7,001	3,388
	1,104	823	281
	3,394	2,209	1,185
	2,797	2,297	500
	43,540	38,003	5,537
	11,941	10,348	1,593
	8,799	8,314	485
	2,848	2,871	-23
	2,648	2,618	30
	6,536	7,147	-611
	2,227	1,373	854
	2,969	839	2,130
	3,170	1,300	1,870
	5,151	6,911	-1,760
	5,125	1,399	3,726
	317	291	26
	166	151	15
	270	229	41
	206	209	-3
	103	108	-5
	225	234	-9
	149	64	85
	201	180	21
	226	115	111
	1,365	875	490
	349	373	-24
	266	137	129
	247	245	2
	422	275	147
	266	271	-5
	173	129	44
	144	169	-25
	356	217	139
	199	205	-6
	258	59	199
	373	304	69
	163	146	17
	145	149	-4
	213	117	96
	172	152	20
	238	195	43
	573	219	354
	129	141	-12
	262	43	219
	149	174	-25
	214	208	6
	609	338	271
	150	138	12
	195	154	41
	191	213	-22
	505	306	199
	294	179	115
	331	336	-5
	1,496	953	543
	175	177	-2
	259	213	46
	342	343	-1
	299	170	129
	217	142	75
	412	296	116
	283	212	71
	335	314	21
	237	217	20
	344	211	133
	474	433	41
	315	355	-40
	189	160	29
	288	199	89
	346	142	204
	213	56	157
	187	38	149
	250	194	56
	2,248	1,683	565
	4,501	5,331	-830
	5,635	6,508	-873
	2,141	1,611	530
	1,412	1,727	-315
	730	891	-161
	2,919	2,188	731
	1,551	1,158	393
	666	707	-41
	2,053	2,180	-127
	2,001	1,094	907
	4,896	3,683	1,213
	7,177	6,084	1,093
	2,743	2,602	141
	3,245	2,229	1,016
	8,728	5,886	2,842
	2,422	2,227	195
	201	213	-12
	1,407	1,379	28
	2,762	2,514	248
	5,660	3,286	2,374
	2,635	1,521	1,114
	791	754	37
	2,337	2,154	183
	6,775	6,372	403
	101	99	2
	177	155	22
	629	578	51
	733	485	248
	419	371	48
	108	100	8
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
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			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328
			12,328

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			1,612
b			-495
c			886
d			168
e			4,270
			179
			-827
			-1,323
			2,785
			700
			58
			116
			27
			889
			2,467
			337
			530
			700
			2,188
			-163
			-2,078
			-126
			1,331
			-12
			990
			22
			-1
			-1,751
			-4,734
			-882
			-575
			-711
			-558
			-474
			-172
			-471
			-1,129
			594
			1,503
			-7,304
			205
			764
			1,237
			4,044
			3,347
			502
			-248
			269
			-225
			308
			-452
			-238
			1,560
			-2,364
			2,773
			305
			-5,255
			5,618
			786
			664
			2,313
			2,100
			234
			668
			357
			411
			1,265
			-1,506
			1,979
			-586
			758
			7,174
			1,070
			623
			109
			1,197
			2,125
			-2,440
			-59
			779
			3,388
			281
			1,185
			500
			5,537
			1,593
			485
			-23
			30
			-611
			854
			2,130
			1,870
			-1,760
			3,726
			26
			15
			41
			-3
			-5
			-9
			85
			21
			111
			490
			-24
			129
			2
			147
			-5
			44
			-25
			139
			-6
			199
			69
			17
			-4
			96
			20
			43
			354
			-12
			219
			-25
			6
			271
			12
			41
			-22
			199
			115
			-5
			543
			-2
			46
			-1
			129
			75
			116
			71
			21
			20
			133
			41
			-40
			29
			89
			204
			157
			149
			56
			565
			-830
			-873
			530
			-315
			-161
			731
			393
			-41
			-127
			907
			1,213
			1,093
			141
			1,016
			2,842
			195
			-12
			28
			248
			2,374
			1,114
			37
			183
			403
			2
			22
			51
			248
			48
			8

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	78,978
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 ...................		3

Part V

Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income

SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE

1 Reserved

(a) Reserved	(b) Reserved	(c) Reserved	(d) Reserved

Reserved...........................

Reserved,..........................

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 and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)
b	Reserved................................	1	1,463
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	1,463
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	1,463
6	Credits/Payments:

a	2020 estimated tax payments and 2019 overpayment credited to 2020	6a
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	0
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8	29
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9	1,492
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2021 estimated tax0	Refunded	11	0

Part VII-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

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

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. bullet

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

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?................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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

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 .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

Form 990-PF (2020)

Page 5

Part VII-A

Statements Regarding Activities (continued)

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address bullet

N/A

The books are in care of bullet

PNC BANK NA Telephone no. bullet

(216) 257-9834

Located at bullet

116 ALLEGHENY CENTER MALLPITTSBURGHPA ZIP+4 bullet

15212

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

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

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? YesNo

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person?......................YesNo

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? YesNo

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? YesNo

(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)?...............YesNo

(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.).......YesNo

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 ........

Organizations relying on a current notice regarding disaster assistance check here........ bullet

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?.............

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)):

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?.............YesNo

If "Yes," list the years bullet

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year?......................YesNo

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.)..................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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?

Form 990-PF (2020)

Page 6

Part VII-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? YesNo

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive?.............YesNo

(3) Provide a grant to an individual for travel, study, or other similar purposes? YesNo

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions................YesNo

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals?.....YesNo

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 ......

Organizations relying on a current notice regarding disaster assistance check here......... bullet

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?..........YesNo

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract?.....................YesNo

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction? YesNo

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....

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? .................YesNo

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
PNC BANK NA	TRUSTEE 6	27,118
116 ALLEGHENY CENTER PITTSBURGH,PA15212	TRUSTEE 6	27,118

2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."


(a) Name and address of each employee paid more than $50,000	(b) Title, and average hours per week devoted to position	(c) Compensation	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
NONE









Total number of other employees paid over $50,000...................				0

Form 990-PF (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............. bullet

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)

Page 8

Part X

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

2,056,070

Average of monthly cash balances.......................

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

2,056,070

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

2,056,070

Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see

instructions) .............................

30,841

Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4

2,025,229

Minimum investment return. Enter 5% of line 5..................

101,261

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.)

Minimum investment return from Part X, line 6....................

101,261

Tax on investment income for 2020 from Part VI, line 5......

1,463

Income tax for 2020. (This does not include the tax from Part VI.)...

Add lines 2a and 2b............................

1,463

Distributable amount before adjustments. Subtract line 2c from line 1............

99,798

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

99,798

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...

99,798

Part XII

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

89,522

Program-related investments—total from Part IX-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4

89,522

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.................

Adjusted qualifying distributions. Subtract line 5 from line 4..............

89,522

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)

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					99,798
2 Undistributed income, if any, as of the end of 2020:
a Enter amount for 2019 only.......				0
b Total for prior years:20, 20, 20			0
3 Excess distributions carryover, if any, to 2020:
a From 2015......	0
b From 2016......	0
c From 2017......	0
d From 2018......	0
e From 2019......	0
fTotal of lines 3a through e........		0
4Qualifying distributions for 2020 from Part
XII, line 4: $ 89,522
a Applied to 2019, but not more than line 2a				0
b Applied to undistributed income of prior years (Election required—see instructions).....			0
c Treated as distributions out of corpus (Election required—see instructions)........		0
d Applied to 2020 distributable amount.....					89,522
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 ..........					10,276
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)

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 section4942(j)(3) or4942(j)(5)

2a Enter the lesser of the adjusted net income from Part I or the minimum investment return from Part X for each year listed ..........	Tax year	Prior 3 years			(e) Total
	(a) 2020	(b) 2019	(c) 2018	(d) 2017	(e) Total

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

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

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)

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
UNITED WAY OF GREATER PHILA ATTN FINANCE 3RD FL AND SOUTHERN NEW JERSEY PHILADELPHIA,PA191031294	NONE	PC	GENERAL SUPPORT	84,089
Total ................................. 3a				84,089

bApproved for future payment

Total ................................. 3b

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	(e) Related or exempt function income (See instructions.)
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	50,551
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	78,978
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)..				129,529

13Total. Add line 12, columns (b), (d), and (e)..................

129,529

(See worksheet in line 13 instructions to verify calculations.)

Part XVI-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See instructions.)

Form 990-PF (2020)

Page 13

Part XVII

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........Yes No

If "Yes," complete the following schedule.

(a) Name of organization	(b) Type of organization	(c) Description of relationship

Sign Here

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2020)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

Name of Stock	End of Year Book Value	End of Year Fair Market Value
9158106 AIR PRODUCTS & CHEMICA	6,627	7,923
20002101 ALLSTATE CORP	6,901	7,036
23135106 AMAZON COM INC	21,542	45,597
30420103 AMERICAN WATER WORKS	2,483	5,985
31162100 AMGEN INC	5,079	10,116
37833100 APPLE INC	9,366	65,416
53332102 AUTOZONE INC	7,120	8,298
60505104 BANK OF AMERICA CORP	15,608	16,004
99502106 BOOZ ALLEN HAMILTON H	5,571	10,636
110122108 BRISTOL MYERS SQUIBB	11,315	11,538
172908105 CINTAS CORP	6,258	10,250
189054109 CLOROX CO	7,092	7,875
256677105 DOLLAR GENERAL CORP	3,989	7,150
302491303 FMC CORPORATION NEW	9,414	11,263
437076102 HOME DEPOT INC	2,117	13,015
460690100 INTERPUBLIC GROUP CO	8,862	9,196
478160104 JOHNSON & JOHNSON	7,448	8,499
485170302 KANSAS CITY SOUTHERN	8,341	11,023
502431109 L3 HARRIS TECHNOLOGI	10,344	9,262
512807108 LAM RESEARCH CORP	11,879	18,419
532457108 LILLY ELI & CO	6,981	13,170
539830109 LOCKHEED MARTIN CORP	7,254	7,100
594918104 MICROSOFT CORP	24,279	68,728
609207105 MONDELEZ INTERNATION	8,075	8,010
617446448 MORGAN STANLEY	13,307	16,173
620076307 MOTOROLA SOLUTIONS I	11,394	11,564
666807102 NORTHROP GRUMMAN COR	4,783	8,837
742718109 PROCTER & GAMBLE CO	12,555	18,923
747525103 QUALCOMM	7,921	7,617
863667101 STRYKER CORP	7,380	8,331
874039100 TAIWAN SEMICONDUCTOR	8,450	8,723
879360105 TELEDYNE TECHNOLOGIE	6,847	7,840
883556102 THERMO FISHER SCIENT	14,429	15,837
74762E102 QUANTA SVCS INC	10,683	13,756
03073E105 AMERISOURCEBERGEN CO	6,528	7,234
87612E106 TARGET CORP	7,153	12,004
28176E108 EDWARDS LIFESCIENCES	6,589	8,028
34959E109 FORTINET INC	6,929	7,278
89151E109 TOTAL S E	13,915	12,657
00287Y109 ABBVIE INC	11,652	13,608
00507V109 ACTIVISION BLIZZARD	7,014	8,635
00971T101 AKAMAI TECHNOLOGIES	7,114	7,139
02079K305 ALPHABET INC/CA-CL A	13,269	36,805
03027X100 AMERICAN TOWER CORP	5,619	5,387
09247X101 BLACKROCK INC	11,494	12,988
11135F101 BROADCOM INC	9,283	14,887
12514G108 CDW CORP/DE	11,483	12,915
16119P108 CHARTER COMMUNICATIO	10,470	13,231
20030N101 COMCAST CORPORATION	2,416	10,690
22160K105 COSTCO WHOLESALE COR	10,078	16,578
23331A109 D R HORTON INC	7,984	7,443
30303M102 FACEBOOK INC	7,122	17,755
46625H100 JPMORGAN CHASE & CO	7,310	29,480
58933Y105 MERCK & CO INC	13,445	13,170
64110L106 NETFLIX INC	8,845	10,815
70450Y103 PAYPAL HOLDINGS INC-	6,235	10,305
78409V104 S&P GLOBAL INC	6,128	16,108
89400J107 TRANSUNION	8,200	10,220
89832Q109 TRUIST FINANCIAL COR	8,137	12,222
91324P102 UNITEDHEALTH GROUP I	4,121	10,170
92826C839 VISA INC CLASS A SHA	2,854	11,155
92939U106 WEC ENERGY GROUP INC	1,684	8,191
G1151C101 ACCENTURE PLC CLASS	7,694	11,493

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
57071813 BAIRD MIDCAP INST	AT COST	21,696	40,114
57071854 BAIRD AGGREGATE BOND	AT COST	109,547	113,291
316092857 FIDELITY REAL ESTATE	AT COST	23,391	26,725
317609295 SEAFARER OVERSEAS GR	AT COST	27,186	37,291
413838657 OAKMARK INTL SM CAP-	AT COST	33,135	43,281
461418444 WCM FOCUSED INTL GRO	AT COST	18,417	30,178
464287440 ISHARES BARCLAYS 7-1	AT COST	114,526	119,710
464287804 ISHARES CORE S&P SMA	AT COST	32,706	49,534
936793686 WASATCH INTL OPPORTU	AT COST	18,674	34,011
957663503 WESTERN ASSET CORE P	AT COST	220,890	233,399
46090E103 INVESCO QQQ TRUST ET	AT COST	52,047	56,473
00769G543 CAMBIAR INTL EQUITY	AT COST	37,670	39,489
46432F842 ISHARES CORE MSCI EA	AT COST	25,205	33,163
52106N459 LAZARD GLOBAL LISTED	AT COST	48,142	46,497
72201F490 PIMCO INCOME FUND CL	AT COST	78,399	79,900
74256W584 PRINCIPAL MIDCAP FUN	AT COST	30,156	33,517
89154Q562 TOUCHSTONE SANDS EM	AT COST	22,007	37,754
94987W794 WELLS FARGO CORE BON	AT COST	218,441	226,343
97717X669 WISDOMTREE U.S. QUAL	AT COST	24,869	26,710

Category	Amount	Net Investment Income
FOREIGN TAXES	230	230
FOREIGN TAXES ON QUALIFIED FOR	424	424
FOREIGN TAXES ON NONQUALIFIED	195	195

Description	Amount
RETURN OF CAPITAL ADJUSTMENT	307
2020 TRANSACTION POSTED IN 2021	1,589
WASH SALES ADJUSTMENT	93