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
JACOB L REISS FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 185
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH, PA152300185
A Employer identification number

13-6064123
B Telephone number (see instructions)

(212) 922-6636
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$7,121,099J 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... 109,727 107,887  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -113,367
b Gross sales price for all assets on line 6a 2,447,482
7 Capital gain net income (from Part IV, line 2)... 0
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........ -3,640 107,887  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 20,299 12,081   8,120
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 9,633 1,788   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 29,932 13,869 0 8,120
25 Contributions, gifts, grants paid....... 288,000 288,000
26 Total expenses and disbursements. Add lines 24 and 25 317,932 13,869 0 296,120
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -321,572
b Net investment income (if negative, enter -0-) 94,018
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......... 178,244 210,967 210,967
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 5,109,664 Click to see attachment4,754,715 6,910,132
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) 5,287,908 4,965,682 7,121,099
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........ 5,287,908 4,965,682
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)..... 5,287,908 4,965,682
30 Total liabilities and net assets/fund balances (see instructions). 5,287,908 4,965,682
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
5,287,908
2
Enter amount from Part I, line 27a .....................
2
-321,572
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
4,966,336
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
654
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,965,682
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 .15 TRUIST FINL CORP   2019-11-06 2020-01-02
b 150. CISCO SYS INC   2018-10-24 2020-01-09
c 260. MARVELL TECHNOLOGY GROUP LTD 0.002   2018-10-24 2020-01-09
d 93. DUPONT DE NEMOURS INC   2018-10-24 2020-01-10
e 40. DUPONT DE NEMOURS INC   2019-06-10 2020-01-10
100. DOLLAR TREE INC   2019-03-06 2020-01-13
110. TAIWAN SEMICONDUCTOR ADR   2019-04-29 2020-01-15
10. TAIWAN SEMICONDUCTOR ADR   2019-10-21 2020-01-15
45. ALIGN TECHNOLOGY INC   2018-10-24 2020-01-23
100. BOSTON SCIENTIFIC CORP COM   2018-10-24 2020-01-23
40. CVS CORP   2018-10-24 2020-01-23
120. TAIWAN SEMICONDUCTOR ADR   2019-04-04 2020-01-23
24. UNITED HEALTH GROUP INC   2019-11-18 2020-01-23
70. DOLLAR TREE INC   2019-01-29 2020-01-24
70. CVS CORP   2018-10-24 2020-01-31
130. EXELON CORP   2018-10-24 2020-01-31
160. EXELON CORP   2019-08-27 2020-01-31
20. VERTEX PHARMACEUTICALS INC   2019-06-05 2020-01-31
430. AT&T INC   2019-09-11 2020-02-03
110. COMCAST CORP NEW CL A   2018-10-24 2020-02-03
360. MARVELL TECHNOLOGY GROUP LTD 0.002   2018-10-24 2020-02-03
76. DOLLAR TREE INC   2019-01-29 2020-02-10
150. AT&T INC   2019-08-27 2020-02-12
27. AMGEN INC   2019-08-16 2020-02-14
240. CISCO SYS INC   2018-10-24 2020-02-19
38. KLA TENCOR CORP   2019-10-28 2020-02-24
60. ABBOTT LABORATORIES   2020-01-23 2020-02-28
78. NXP SEMICONDUCTORS N V   2019-09-11 2020-02-28
160. COMCAST CORP NEW CL A   2018-10-24 2020-03-03
280. MGM MIRAGE   2018-06-29 2020-03-04
.1912 INGERSOLL RAND INC   2018-10-24 2020-03-09
20. S & P GLOBAL INC   2019-06-19 2020-03-09
30. ACCENTURE PLC IRELAND SHS CL A   2019-05-09 2020-03-09
12. ACCENTURE PLC IRELAND SHS CL A   2019-05-09 2020-03-11
13. KLA TENCOR CORP   2019-10-28 2020-03-12
100. NIKE INC CL B   2018-06-29 2020-03-13
94. EXACT SCIENCES CORP   2018-02-08 2020-03-17
20. MEDTRONIC PLC   2020-01-23 2020-03-17
3820.207 BNYM SEL MGR S/C VAL-Y   2012-03-29 2020-03-18
1900. ISHARES MSCI EAFE INDEX FD   2019-11-27 2020-03-18
2650. ISHARES MSCI EAFE INDEX FD   2018-10-31 2020-03-18
700. MGM MIRAGE   2018-06-29 2020-03-19
100. PHILIP MORRIS INTERNATIONAL   2018-10-24 2020-03-19
53. HOME DEPOT INC USD 0.05   2020-01-13 2020-03-20
260. SYNCHRONY FINANCIAL   2018-10-24 2020-03-24
27. VISA INC   2018-10-24 2020-03-24
123.3333 DOW INC.   2018-10-24 2020-03-25
69.6667 DOW INC.   2019-04-12 2020-03-25
12617.159 BNY MELLON NTL INTER MUN BD FD CL M   2019-11-29 2020-03-26
8481.764 BNY MELLON S/T US GVT SECS FD CL M   2013-12-19 2020-03-26
3954.677 BNYM SELECT MGR S/C GRW-Y   2012-03-29 2020-03-26
6134.108 BNY MELLON INTL EQTY-Y   2012-03-29 2020-03-26
15000. BNYM FLTNG RT INC-Y   2018-10-31 2020-03-26
1000. ISHARES MSCI EAFE SMALL CAP   2019-11-27 2020-03-26
39. DISNEY (WALT) COMPANY HOLDING CO.   2009-12-31 2020-03-30
21. DISNEY (WALT) COMPANY HOLDING CO.   2020-03-26 2020-03-30
130. EXXON MOBIL CORP   2019-05-09 2020-03-30
160. AT&T INC   2019-08-27 2020-04-03
37. CONSTELLATION BRANDS INC   2018-10-24 2020-04-03
18574.297 VIRTUS EMERGING MKTS OPPOR-I   2018-10-31 2020-04-07
144. CARRIER GLOBAL CORP   2019-10-21 2020-04-08
276. INGERSOLL RAND INC   2018-10-24 2020-04-08
20. INGERSOLL RAND INC   2020-03-26 2020-04-08
100. EXELON CORP   2018-10-24 2020-04-15
5. NEXTERA ENERGY INC   2018-10-24 2020-04-15
9. NEXTERA ENERGY INC   2020-03-26 2020-04-15
29. SEMPRA ENERGY   2020-01-31 2020-04-15
4. AMAZON COM INC   2020-02-10 2020-04-24
3. AMAZON COM INC   2020-03-19 2020-04-29
110. MERCK & CO INC   2017-07-27 2020-05-04
30. MERCK & CO INC   2020-03-26 2020-05-04
30. MERCK & CO INC   2017-07-27 2020-05-06
4. THERMO ELECTRON CORP   2019-03-21 2020-05-06
6. THERMO ELECTRON CORP   2020-03-26 2020-05-06
30083.714 BNY MELLON INCOME STK FD CL M   2011-08-10 2020-05-08
4593.111 BNYM GLBL RL EST SEC-Y   2007-04-24 2020-05-08
327.505 BNYM GLBL RL EST SEC-Y   2019-12-26 2020-05-08
4132.231 BNYM INTL SMALL CAP-Y   2020-03-26 2020-05-08
6129.571 BNYM INTL SMALL CAP-Y   2017-04-28 2020-05-08
5019.236 DFA EMERG MKTS CORE EQUITY   2017-04-28 2020-05-08
580. ISHARES TR S & P SMALL CAP 600   2020-03-26 2020-05-08
1250. ISHARES TR S & P SMALL CAP 600   2018-10-31 2020-05-08
10. SALESFORCE COM INC   2020-03-26 2020-05-14
22. SALESFORCE COM INC   2018-10-24 2020-05-14
90. TAIWAN SEMICONDUCTOR ADR   2019-04-03 2020-05-19
30. TAIWAN SEMICONDUCTOR ADR   2020-03-26 2020-05-19
160. TAIWAN SEMICONDUCTOR ADR   2019-04-03 2020-05-26
3. AMAZON COM INC   2020-01-13 2020-06-03
10. JOHNSON & JOHNSON COM   2020-03-26 2020-06-03
13. JOHNSON & JOHNSON COM   2019-03-08 2020-06-03
5. VERTEX PHARMACEUTICALS INC   2020-03-26 2020-06-03
12. VERTEX PHARMACEUTICALS INC   2019-06-05 2020-06-03
6. ADOBE SYS INC COM   2020-02-28 2020-06-04
19. MICROSOFT CORP COM   2020-03-26 2020-06-04
25. ATLASSIAN CORP PLC-CLASS A   2018-10-24 2020-06-04
8. ATLASSIAN CORP PLC-CLASS A   2020-03-26 2020-06-04
10. AMGEN INC   2019-08-16 2020-06-10
1. JOHNSON & JOHNSON COM   2020-03-26 2020-06-10
16. JOHNSON & JOHNSON COM   2002-12-31 2020-06-10
30. MERCK & CO INC   2017-07-27 2020-06-10
70. SQUARE INC - A   2019-04-11 2020-06-11
160. TRUIST FINL CORP   2019-11-06 2020-06-11
21. BIOGEN IDEC INC   2020-03-17 2020-06-16
120. CVS CORP   2018-10-24 2020-06-23
180. MERCK & CO INC   2017-07-27 2020-06-23
9. UNITED HEALTH GROUP INC   2019-11-18 2020-06-23
118. JOHNSON & JOHNSON COM   2002-12-31 2020-06-25
130. T-MOBILES US INC- RIGHTS 12/25/50   2020-06-26 2020-06-30
160. AT&T INC   2019-08-27 2020-07-06
20. AT&T INC   2020-03-26 2020-07-06
47. SQUARE INC - A   2019-04-10 2020-07-13
35. CROWDSTRIKE HOLDINGS INC - A   2020-05-19 2020-07-15
35. PAYPAL HOLDINGS INC   2019-05-09 2020-07-15
11. PAYPAL HOLDINGS INC   2019-10-28 2020-07-15
8. TRADE DESK INC/THE   2020-03-09 2020-07-15
4. ADOBE SYS INC COM   2017-04-28 2020-07-16
11. ADOBE SYS INC COM   2020-02-28 2020-07-16
34. SALESFORCE COM INC   2018-10-24 2020-07-16
13. UNITED HEALTH GROUP INC   2019-11-18 2020-07-17
9. VERTEX PHARMACEUTICALS INC   2019-06-05 2020-07-17
50. PROCTER & GAMBLE CO COM   2020-03-19 2020-07-27
60. ADVANCED MICRO DEVICES INC   2019-02-19 2020-08-03
40. ADVANCED MICRO DEVICES INC   2020-03-26 2020-08-03
100. EXELON CORP   2018-10-24 2020-08-03
14. NEXTERA ENERGY INC   2018-10-24 2020-08-03
33. PAYPAL HOLDINGS INC   2019-04-10 2020-08-03
47. PAYPAL HOLDINGS INC   2019-10-28 2020-08-03
6610.26 BNY MELLON MID CAP STK FD CL M   2010-12-29 2020-08-05
9. S & P GLOBAL INC   2020-03-26 2020-08-07
10. S & P GLOBAL INC   2019-06-05 2020-08-07
99. BIOMARIN PHARMACEUTICAL INC   2020-06-25 2020-08-24
10. ADVANCED MICRO DEVICES INC   2019-02-19 2020-09-01
1. ALPHABET INC/CA   2020-03-26 2020-09-01
7. KLA TENCOR CORP   2019-10-24 2020-09-01
7. PAYPAL HOLDINGS INC   2019-04-10 2020-09-01
8. SQUARE INC - A   2019-04-10 2020-09-01
58. CONSTELLATION BRANDS INC   2018-10-24 2020-09-02
7. CONSTELLATION BRANDS INC   2020-03-26 2020-09-02
5. NVIDIA CORP   2020-01-23 2020-09-04
11. NVIDIA CORP   2020-03-26 2020-09-04
4. ALPHABET INC/CA   2020-03-26 2020-09-09
12. CROWDSTRIKE HOLDINGS INC - A   2020-05-19 2020-09-09
1. COSTCO WHSL CORP NEW   2009-12-31 2020-09-17
7. COSTCO WHSL CORP NEW   2020-03-26 2020-09-17
5. NIKE INC CL B   2018-10-24 2020-09-17
30. NIKE INC CL B   2020-03-26 2020-09-17
30. YUM BRANDS INC   2020-02-10 2020-09-29
70. YUM BRANDS INC   2020-06-03 2020-09-29
230. EXXON MOBIL CORP   2019-05-09 2020-10-07
30. EXXON MOBIL CORP   2020-03-26 2020-10-07
53. ELI LILLY & CO COM   2020-06-23 2020-10-28
45. VERTEX PHARMACEUTICALS INC   2019-06-05 2020-10-30
56. DISNEY (WALT) COMPANY HOLDING CO.   2009-12-31 2020-11-02
45. AMGEN INC   2019-08-16 2020-11-11
4. AMGEN INC   2020-03-26 2020-11-11
19. AMGEN INC   2020-06-25 2020-11-11
24. COSTCO WHSL CORP NEW   2009-12-31 2020-11-11
33. DOLLAR GENERAL CORP   2020-03-30 2020-11-11
33.275 VIATRIS INC   1969-12-31 2020-11-20
31.0197 VIATRIS INC   2020-03-26 2020-11-20
39.7053 VIATRIS INC   2020-06-03 2020-11-20
.2263 VIATRIS INC   1969-12-31 2020-11-25
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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 8   8  
b 7,081   6,826 255
c 6,770   4,477 2,293
d 5,587   7,537 -1,950
e 2,403   2,983 -580
9,076   10,208 -1,132
6,418   4,819 1,599
583   501 82
12,203   13,999 -1,796
4,338   3,622 716
2,915   2,886 29
6,838   5,079 1,759
7,159   6,580 579
6,185   6,847 -662
4,752   5,050 -298
6,162   5,705 457
7,584   7,307 277
4,492   3,583 909
15,920   16,574 -654
4,717   3,960 757
8,722   6,198 2,524
6,610   7,283 -673
5,729   5,406 323
6,022   5,512 510
11,038   10,922 116
5,895   6,623 -728
4,563   5,439 -876
8,761   8,581 180
6,756   5,760 996
6,420   8,165 -1,745
4   5 -1
4,903   4,586 317
4,941   5,198 -257
1,971   2,079 -108
1,723   2,266 -543
7,468   7,736 -268
3,997   4,363 -366
1,553   2,408 -855
53,903   75,000 -21,097
87,985   130,454 -42,469
122,716   166,222 -43,506
5,574   18,238 -12,664
6,494   8,874 -2,380
8,588   12,419 -3,831
3,780   7,714 -3,934
4,078   3,772 306
3,699   6,550 -2,851
2,089   4,033 -1,944
172,224   175,000 -2,776
100,000   101,951 -1,951
78,263   75,000 3,263
102,317   100,000 2,317
145,650   180,000 -34,350
44,529   61,410 -16,881
3,797   1,267 2,530
2,044   2,183 -139
4,889   9,940 -5,051
4,402   5,566 -1,164
4,857   7,934 -3,077
168,097   185,000 -16,903
2,016   3,352 -1,336
6,878   6,628 250
498   467 31
3,707   4,389 -682
1,187   857 330
2,136   2,056 80
3,521   4,644 -1,123
9,612   8,105 1,507
7,078   5,760 1,318
8,425   7,065 1,360
2,298   2,158 140
2,330   1,927 403
1,347   1,083 264
2,020   1,690 330
198,252   186,800 11,452
33,116   43,984 -10,868
2,361   2,850 -489
44,587   40,000 4,587
66,138   92,600 -26,462
86,130   100,000 -13,870
35,884   32,602 3,282
77,336   98,742 -21,406
1,662   1,526 136
3,657   3,109 548
4,601   3,773 828
1,534   1,487 47
8,202   6,550 1,652
7,406   5,707 1,699
1,478   1,239 239
1,922   1,780 142
1,385   1,104 281
3,323   2,082 1,241
2,313   2,023 290
3,493   2,907 586
4,304   1,802 2,502
1,377   1,165 212
2,264   2,042 222
147   124 23
2,353   865 1,488
2,437   1,927 510
6,073   5,294 779
6,050   8,787 -2,737
5,944   6,420 -476
7,753   8,326 -573
13,904   11,561 2,343
2,682   2,467 215
16,458   6,380 10,078
22     22
4,852   5,566 -714
607   603 4
5,891   3,515 2,376
3,541   2,762 779
5,956   3,801 2,155
1,872   1,188 684
3,418   1,778 1,640
1,688   536 1,152
4,642   3,574 1,068
6,231   4,804 1,427
4,001   3,564 437
2,637   1,562 1,075
6,323   5,763 560
4,681   1,461 3,220
3,120   1,877 1,243
3,804   4,389 -585
3,890   2,399 1,491
6,492   3,541 2,951
9,246   5,078 4,168
125,000   92,844 32,156
3,101   2,165 936
3,445   2,199 1,246
7,236   12,238 -5,002
909   244 665
1,636   1,143 493
1,441   1,181 260
1,453   751 702
1,341   598 743
10,868   12,437 -1,569
1,312   971 341
2,441   1,259 1,182
5,370   2,801 2,569
6,168   4,574 1,594
1,528   947 581
338   60 278
2,365   2,027 338
583   368 215
3,495   2,524 971
2,725   2,634 91
6,358   6,656 -298
7,675   17,586 -9,911
1,001   1,143 -142
7,019   8,509 -1,490
9,352   7,772 1,580
6,757   1,820 4,937
10,845   9,187 1,658
964   781 183
4,579   4,444 135
8,939   1,428 7,511
7,072   4,877 2,195
574   1 573
535   487 48
685   618 67
4     4
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
      51,633
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        
b       255
c       2,293
d       -1,950
e       -580
      -1,132
      1,599
      82
      -1,796
      716
      29
      1,759
      579
      -662
      -298
      457
      277
      909
      -654
      757
      2,524
      -673
      323
      510
      116
      -728
      -876
      180
      996
      -1,745
      -1
      317
      -257
      -108
      -543
      -268
      -366
      -855
      -21,097
      -42,469
      -43,506
      -12,664
      -2,380
      -3,831
      -3,934
      306
      -2,851
      -1,944
      -2,776
      -1,951
      3,263
      2,317
      -34,350
      -16,881
      2,530
      -139
      -5,051
      -1,164
      -3,077
      -16,903
      -1,336
      250
      31
      -682
      330
      80
      -1,123
      1,507
      1,318
      1,360
      140
      403
      264
      330
      11,452
      -10,868
      -489
      4,587
      -26,462
      -13,870
      3,282
      -21,406
      136
      548
      828
      47
      1,652
      1,699
      239
      142
      281
      1,241
      290
      586
      2,502
      212
      222
      23
      1,488
      510
      779
      -2,737
      -476
      -573
      2,343
      215
      10,078
      22
      -714
      4
      2,376
      779
      2,155
      684
      1,640
      1,152
      1,068
      1,427
      437
      1,075
      560
      3,220
      1,243
      -585
      1,491
      2,951
      4,168
      32,156
      936
      1,246
      -5,002
      665
      493
      260
      702
      743
      -1,569
      341
      1,182
      2,569
      1,594
      581
      278
      338
      215
      971
      91
      -298
      -9,911
      -142
      -1,490
      1,580
      4,937
      1,658
      183
      135
      7,511
      2,195
      573
      48
      67
      4
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 -113,367
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 1,307
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 1,307
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 1,307
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 4,782
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 4,782
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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 3,475
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet654 RefundedBullet 11 2,821
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 .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletBNY MELLON NA Telephone no.bullet (212) 922-6636

    Located atbulletPO BOX 185PITTSBURGHPA ZIP+4bullet152300185
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    BNY MELLON N A TRUSTEE
    0     		20,299    
    PO BOX 185
    PITTSBURGH,PA152300185
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    6,053,662
    b
    Average of monthly cash balances.......................
    1b
    320,584
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    6,374,246
    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
    6,374,246
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    95,614
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    6,278,632
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    313,932
    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
    313,932
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    1,307
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,307
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    312,625
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    312,625
    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
    312,625
    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
    296,120
    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
    296,120
    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
    296,120
    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 7 312,625
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 286,639
    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$ 296,120
    a Applied to 2019, but not more than line 2a 286,639
    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..... 9,481
    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 ..........     		303,144
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016.... 0
    b Excess from 2017.... 0
    c Excess from 2018.... 0
    d Excess from 2019.... 0
    e Excess from 2020.... 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    NONE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    LACORDAIRE ACADEMY
    C/O BNY MELLON NA
    MONTCLAIR,NJ07043     		NONE PC GENERAL OPERATING 2,000
    ST JOSEPHS ROMAN CATHOLIC CHURCH
    43-19 30TH AVENUE
    ASTORIA,NY111030000     		NONE PC GENERAL OPERATING 8,000
    WEILL CORNELL MEDICAL CENTER
    1300 YORK AVENUE
    NEW YORK,NY10065     		NONE PC GENERAL OPERATING 5,000
    ST JOSEPHS HEALTHCARE SYSTEM
    703 MAIN ST
    PATERSON,NJ075032621     		NONE PC GENERAL OPERATING 5,000
    CROSSROADS MINISTRY OF ESTES PARK INC
    PO BOX 3616
    ESTES PARK,CO805173616     		NONE PC GENERAL OPERATING 5,000
    LOYOLA SCHOOL
    980 PARK AVE
    NEW YORK,NY10028     		NONE PC GENERAL OPERATING 5,000
    OCEANIC PUBLIC LIBRARY TRUST
    109 AVENUE OF TWO RIVERS
    RUMSON,NJ07760     		NONE PC GENERAL OPERATING 5,000
    COMMUNITY SOLUTIONS
    60 BROAD ST SUITE 2510A
    NEW YORK,NY10004     		NONE PC GENERAL OPERATING 5,000
    RUMSON COUNTRY DAY SCHOOL
    35 BELLEVUE AVE
    RUMSON,NJ07760     		NONE PC GENERAL OPERATING 15,000
    GEORGETOWN UNIVERSITY
    37TH AND O STREETS NW
    WASHINGTON,DC20057     		NONE PC GENERAL OPERATING 25,000
    HOSPITAL FOR SPECIAL SURGERY
    535 E 70TH ST
    NEW YORK,NY10021     		NONE PC GENERAL OPERATING 10,000
    MONMOUTH MEDICAL CENTER FOUNDATION
    300 SECOND AVENUE
    LONG BRANCH,NJ07740     		NONE PC GENERAL OPERATING 26,000
    ST JOSEPH'S ADDICTION
    159 GLENWOOD DRIVE
    SARANAC LAKE,NY12983     		NONE PC GENERAL OPERATING 35,000
    MERCY CARE FOR THE ADIRONDACKS
    185 OLD MILITARY RD
    LAKE PLACID,NY12946     		NONE PC GENERAL OPERATING 35,000
    ALZHEIMER'S ASSOCIATION
    1100 LIBERTY AVE SUITE E 201
    PITTSBURGH,PA15222     		NONE PC GENERAL OPERATING 6,000
    THE JULIAN REISS FOUNDATION
    24 ROCK MAPLE AVE
    SOUTH HAMILTON,MA01982     		NONE PC GENERAL OPERATING 15,000
    BLINKNOW FOUNDATION
    35 KNOX HILL ROAD
    MORRISTOWN,NJ07960     		NONE PC GENERAL OPERATING 7,000
    FAIRFIELD UNIVERSITY
    1073 N BENSON RD
    FAIRFIELD,CT06824     		NONE PC GENERAL OPERATING 6,000
    STUART COUNTRY DAY SCHOOL OF THE
    1200 STUART RD
    PRINCETON,NJ08540     		NONE PC GENERAL OPERATING 10,000
    CAPE COD HEALTHCARE FOUNDATION
    32 MAIN ST
    HYANNIS,MA02601     		NONE PC GENERAL OPERATING 10,000
    WINCHESTER YOUTH SERVICE BUREAU
    259 PROSPECT ST
    TORRINGTON,CT06790     		NONE PC GENERAL OPERATING 6,000
    ST VINCENT'S NURSING HOME
    111 PERRYMONT RD
    PITTSBURGH,PA15237     		NONE PC GENERAL OPERATING 2,000
    SOCIETY OF THE HOLY CHILD JESUS
    1341 MONTGOMERY AVE
    BRYN MAWR,PA19010     		NONE PC GENERAL OPERATING 5,000
    BASCOM PALMER EYE INSTITUTE
    7101 FAIRWAY DR
    PALM BEACH GARDENS,FL33418     		NONE PC GENERAL OPERATING 5,000
    CALIFORNIA SCHOOL FOR THE DEAF
    3044 HORACE ST
    RIVERSIDE,CA92506     		NONE PC GENERAL OPERATING 10,000
    ALISA ANN RUCH BURN FOUNDATION
    50 N HILL AVE 305
    PASADENA,CA91106     		NONE PC GENERAL OPERATING 5,000
    MARYKNOLL FATHERS
    C/O BNY MELLON NA
    CLEVELAND,OH44102     		NONE PC GENERAL OPERATING 5,000
    MARYKNOLL SISTERS
    10 PINESBRIDGE RD
    OSSINING,NY10562     		NONE PC GENERAL OPERATING 5,000
    CATHOLIC CHARITIES
    212 9TH ST
    PITTSBURGH,PA15222     		NONE PC GENERAL OPERATING 5,000
    Total .................................bullet 3a 288,000
    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....     14 109,727  
    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 -113,367  
    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)..   -3,640  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    -3,640
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 InvestmentsOtherSchedule2
    Name:
    JACOB L REISS FOUNDATION
    EIN:
    13-6064123
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    64110L106 NETFLIX COM INC AT COST 15,842 21,629
    654106103 NIKE INC CL B AT COST 23,910 45,978
    742718109 PROCTER & GAMBLE CO AT COST 29,194 42,438
    87165B103 SYNCHRONY FINANCIAL AT COST 30,723 41,652
    882508104 TEXAS INSTRUMENTS IN AT COST 35,251 49,567
    G5876H105 MARVELL TECHNOLOGY G      
    002824100 ABBOTT LABORATORIES AT COST 21,165 31,752
    110122108 BRISTOL MYERS SQUIBB AT COST 22,347 27,914
    22160K105 COSTCO WHSL CORP NEW AT COST 3,452 21,853
    244199105 DEERE & COMPANY AT COST 22,841 47,353
    478160104 JOHNSON & JOHNSON CO      
    03027X100 AMERICAN TOWER CORP- AT COST 14,678 19,528
    46625H100 J P MORGAN CHASE & C AT COST 18,330 59,469
    91913Y100 VALERO ENERGY CORP N AT COST 16,374 10,409
    92826C839 VISA INC AT COST 55,573 80,274
    126650100 CVS CORP AT COST 14,330 16,392
    594918104 MICROSOFT CORP COM AT COST 86,612 172,820
    79466L302 SALESFORCE COM INC AT COST 9,608 15,132
    929089100 VOYA FINANCIAL INC AT COST 23,120 31,757
    037833100 APPLE COMPUTER INC C AT COST 50,673 215,489
    05569M780 BNY MELLON S/T US GV AT COST 97,548 95,194
    150870103 CELANESE CORP DEL AT COST 31,748 41,581
    437076102 HOME DEPOT INC USD 0 AT COST 8,177 34,531
    452308109 ILLINOIS TOOL WORKS AT COST 24,771 39,553
    G29183103 EATON CORP PLC AT COST 25,973 39,406
    G5960L103 MEDTRONIC PLC AT COST 30,101 38,539
    023135106 AMAZON COM INC AT COST 72,748 143,305
    05569M814 BNY MELLON INTERMEDI AT COST 350,000 377,034
    05569M830 BNY MELLON BOND FD C AT COST 510,000 550,811
    101137107 BOSTON SCIENTIFIC CO AT COST 32,949 33,074
    21036P108 CONSTELLATION BRANDS      
    438516106 HONEYWELL INTL INC AT COST 31,470 46,794
    464287465 ISHARES MSCI EAFE IN      
    58933Y105 MERCK & CO INC      
    63872T885 ASG GLOBAL ALTERNATI AT COST 40,000 39,490
    65339F101 NEXTERA ENERGY INC AT COST 16,450 29,626
    92828W361 VIRTUS EMERGING MKTS      
    05569M509 BNY MELLON MID CAP S AT COST 222,156 452,025
    060505104 BANK AMER CORP AT COST 29,210 33,341
    17275R102 CISCO SYS INC      
    20030N101 COMCAST CORP NEW CL AT COST 17,278 25,152
    254687106 DISNEY (WALT) COMPAN AT COST 5,590 31,163
    30161N101 EXELON CORP AT COST 15,932 15,621
    30303M102 FACEBOOK INC AT COST 45,948 87,411
    464287507 ISHARES TR S&P MIDCA AT COST 111,028 156,284
    464287804 ISHARES TR S & P SMA AT COST 33,088 41,355
    63872T729 ASG MANAGED FUTURES AT COST 40,000 45,588
    872590104 T -MOBILE US INC AT COST 8,098 17,531
    G47791101 INGERSOLL-RAND PLC      
    00724F101 ADOBE SYS INC COM AT COST 8,572 32,008
    026874784 AMERICAN INTERNATION AT COST 41,464 41,267
    05569M368 BNY MELLON CORP BOND AT COST 168,917 180,269
    29444U700 EQUINIX INC AT COST 20,907 31,424
    595112103 MICRON TECHNOLOGY AT COST 35,208 64,655
    64128R608 NEUBERGER BERMAN LON AT COST 40,000 45,695
    808513105 SCHWAB CHARLES CORP AT COST 17,495 21,216
    91324P102 UNITED HEALTH GROUP AT COST 37,181 56,459
    05569M301 BNY MELLON INCOME ST      
    126408103 CSX CORP COM AT COST 24,417 41,291
    233203421 DFA EMERG MKTS CORE      
    717081103 PFIZER INC COM AT COST 21,895 32,761
    718172109 PHILIP MORRIS INTERN AT COST 34,194 33,116
    723787107 PIONEER NAT RES CO AT COST 16,212 13,211
    988498101 YUM BRANDS INC AT COST 7,613 21,278
    166764100 CHEVRONTEXACO CORP AT COST 39,916 30,740
    30063P105 EXACT SCIENCES CORP      
    552953101 MGM MIRAGE      
    609207105 MONDELEZ INTERNATION AT COST 25,425 33,913
    016255101 ALIGN TECHNOLOGY INC      
    G06242104 ATLASSIAN CORP PLC-C AT COST 5,622 18,242
    02079K305 ALPHABET INC/CA AT COST 19,170 91,137
    461202103 INTUIT INC COM AT COST 14,619 19,752
    78409V104 S & P GLOBAL INC AT COST 20,388 30,572
    05587K857 BNYM INTL STCK-Y AT COST 234,912 343,333
    482480100 KLA TENCOR CORP AT COST 13,435 20,972
    464288273 ISHARES MSCI EAFE SM      
    00206R102 AT&T INC      
    00287Y109 ABBVIE INC AT COST 36,319 48,218
    031162100 AMGEN INC      
    852234103 SQUARE INC - A AT COST 13,419 42,440
    874039100 TAIWAN SEMICONDUCTOR      
    05587K865 BNYM SELECT MGR S/C      
    191216100 COCA-COLA CO USD AT COST 41,417 43,324
    G1151C101 ACCENTURE PLC IRELAN      
    883556102 THERMO ELECTRON CORP AT COST 17,978 32,139
    05587K824 BNYM SEL MGR S/C VAL      
    260557103 DOW INC.      
    30231G102 EXXON MOBIL CORP      
    92532F100 VERTEX PHARMACEUTICA      
    12572Q105 CME GROUP INC AT COST 32,060 32,769
    05569M764 BNY MELLON NTL INTER      
    05588F709 BNYM GLBL RL EST SEC      
    26614N102 DUPONT DE NEMOURS IN      
    N6596X109 NXP SEMICONDUCTORS N      
    913017109 UNITED TECHNOLOGIES      
    05588E850 BNY MELLON HIGH YIEL AT COST 88,109 91,846
    05589K400 BNYM FLTNG RT INC-Y      
    256746108 DOLLAR TREE INC      
    007903107 ADVANCED MICRO DEVIC AT COST 8,483 36,684
    89832Q109 TRUIST FINL CORP AT COST 31,709 35,420
    70450Y103 PAYPAL HOLDINGS INC AT COST 25,478 56,208
    05587N794 BNYM GLBL RL RTRN -Y AT COST 40,000 46,115
    05588D753 BNY MELLON INTL EQTY      
    09661F701 BNYM INTL SMALL CAP-      
    75513E101 RAYTHEON TECHNOLOGIE AT COST 11,183 10,297
    256677105 DOLLAR GENERAL CORP AT COST 9,997 14,931
    05569M806 BNY MELLON SMALL CAP AT COST 115,284 210,364
    68902V107 OTIS WORLDWIDE CORP AT COST 14,110 19,049
    517834107 LAS VEGAS SANDS CORP AT COST 25,401 30,396
    464287655 ISHARES RUSSELL 2000 AT COST 113,229 171,160
    15135B101 CENTENE CORP DEL AT COST 21,059 19,210
    009158106 AIR PRODUCTS AND CHE AT COST 19,703 25,136
    00771X419 G Q G PART EMERG MKT AT COST 167,070 268,478
    G8994E103 TRANE TECHNOLOGIES P AT COST 25,387 49,790
    302491303 F M C CORP COM NEW AT COST 15,539 16,665
    532457108 ELI LILLY & CO COM AT COST 22,909 24,482
    464287200 ISHARES S&P 500 INDE AT COST 189,534 244,004
    67066G104 NVIDIA CORP AT COST 31,112 66,319
    922908553 VANGUARD INDEX TR AT COST 34,964 39,917
    G46188101 HORIZON THERAPEUTICS AT COST 17,252 16,825
    88339J105 TRADE DESK INC/THE AT COST 6,628 24,831
    46432F842 ISHARES CORE MSCI EA AT COST 235,569 359,268
    67103H107 O'REILLY AUTOMOTIVE AT COST 25,503 28,059
    83088M102 SKYWORKS SOLUTIONS I AT COST 15,494 17,887
    16119P108 CHARTER COMMUNICATIO AT COST 29,196 37,047
    816851109 SEMPRA ENERGY AT COST 19,893 16,181
    55024U109 LUMENTUM HOLDINGS IN AT COST 18,763 22,752
    46434G103 ISHARES CORE MSCI EM AT COST 85,117 120,978
    22788C105 CROWDSTRIKE HOLDINGS AT COST 7,999 21,817

    TY 2020 OtherDecreasesSchedule
    Name:
    JACOB L REISS FOUNDATION
    EIN:
    13-6064123
    Description Amount
    PY RETURN OF CAPITAL ADJ 653
    ROUNDING 1


    TY 2020 TaxesSchedule
    Name:
    JACOB L REISS FOUNDATION
    EIN:
    13-6064123
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 1,613 1,613   0
    FEDERAL TAX PAYMENT - PRIOR YE 3,063 0   0
    FEDERAL ESTIMATES - INCOME 4,782 0   0
    FOREIGN TAXES ON NONQUALIFIED 175 175   0