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
CURTIS I & PAUL KOSSMAN CHAR FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)ELEVEN PARKWAY CENTER SUITE 300
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH, PA152203622
A Employer identification number

30-0106868
B Telephone number (see instructions)

(412) 921-6100
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$3,044,990
J 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... 58,720 57,671  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 76,012
b Gross sales price for all assets on line 6a 1,032,044
7 Capital gain net income (from Part IV, line 2)... 76,012
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........ 134,732 133,683  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
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).... 18,997 18,997   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 2,638 1,223   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)....... 11 11    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 21,646 20,231 0 0
25 Contributions, gifts, grants paid....... 135,150 135,150
26 Total expenses and disbursements. Add lines 24 and 25 156,796 20,231 0 135,150
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -22,064
b Net investment income (if negative, enter -0-) 113,452
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......... 37,968 48,604 48,604
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)....... 657,338 Click to see attachment679,974 1,115,987
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).......... 1,684,097 Click to see attachment1,626,393 1,880,399
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) 2,379,403 2,354,971 3,044,990
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........ 2,369,636 2,354,971
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 9,767  
29 Total net assets or fund balances (see instructions)..... 2,379,403 2,354,971
30 Total liabilities and net assets/fund balances (see instructions). 2,379,403 2,354,971
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
2,379,403
2
Enter amount from Part I, line 27a .....................
2
-22,064
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
2,357,339
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
2,368
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,354,971
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. AMERICAN WATER WORKS CO INC   2016-02-18 2020-01-22
b 71. CHEVRON CORPORATION   2018-07-17 2020-01-22
c 556.793 DIAMOND HILL LONG-SHORT FUND CL I   2014-05-01 2020-01-22
d 1495.513 DRIEHAUS ACTIVE INCOME FUND FUND 640   2017-03-30 2020-01-22
e 168. PROGRESSIVE CORP OHIO   2019-02-12 2020-01-22
85. DANAHER CORP   2018-06-20 2020-01-29
148. DISCOVER FINANCIAL W/I   2019-07-31 2020-01-29
22. AMGEN INC   2014-07-01 2020-02-19
23. LAUDER ESTEE COS INC CL A   2019-02-20 2020-02-19
30. PROCTER & GAMBLE CO   2018-12-19 2020-02-19
133. T-MOBILE US INC   2017-05-05 2020-02-19
18. UNITEDHEALTH GROUP INC COM   2016-10-28 2020-02-19
.3 INGERSOLL RAND INC   2019-04-18 2020-03-11
1043.96 DIAMOND HILL LONG-SHORT FUND CL I   2014-05-01 2020-03-13
1150. SCHWAB US REIT ETF   2019-03-19 2020-03-19
65. DARDEN RESTAURANTS INC W I   2019-05-30 2020-03-25
110. INGERSOLL RAND INC   2019-04-18 2020-03-25
87. PHILLIPS 66   2019-10-17 2020-03-25
70. SEMPRA ENERGY   2019-06-19 2020-03-25
125. TRANE TECHNOLOGIES PLC SEDOL BK9ZQ96   2019-04-18 2020-03-25
95. JAZZ PHARMACEUTICALS PLC SEDOL B4Q5ZN4   2020-01-29 2020-03-30
47. LAUDER ESTEE COS INC CL A   2019-02-20 2020-04-08
13. CINTAS CORP   2019-05-13 2020-04-21
26. DOLLAR GENERAL CORP   2020-03-25 2020-04-21
24. DOLLAR GENERAL CORP   2018-11-20 2020-04-21
71. TEXAS INSTRS INC COM   2019-10-09 2020-04-21
1189.597 CAMBIAR INTL EQUITY FUND-INS   2018-09-26 2020-04-27
101.343 BAIRD MIDCAP INST   2016-04-06 2020-04-27
30.422 SEAFARER OVERSEAS GROWTH & INCOME INSTL CLASS   2019-05-29 2020-04-27
3156.055 WCM FOCUSED INTL GROWTH-INS   2018-09-26 2020-04-27
3. ISHARES TR S&P SMLCP VALU   2019-12-04 2020-04-27
191. ISHARES TR S&P SMLCP VALU   2013-01-03 2020-04-27
159. ISHARES TR S&P SMLCP GROW   2014-03-14 2020-04-27
3. ISHARES TR S&P SMLCP GROW   2019-12-04 2020-04-27
359.312 LAZARD GLOBAL LISTED INFRASTRUCTURE PORTFOLIO   2018-09-26 2020-04-27
119.693 TOUCHSTONE SANDS EM GR-INST FUND 565   2019-05-29 2020-04-27
529.918 WASATCH INTL OPPORTUNIT-INST   2019-12-04 2020-04-27
1431.298 SEMPER MBS TOTAL RETURN FUND   2020-01-22 2020-05-01
1425.856 BRANDYWINE GLOBAL ALTERNATIVE CREDIT FUND CLASS I   2020-01-22 2020-05-01
94. QUEST DIAGNOSTICS INC   2019-06-19 2020-05-01
186. CBRE GROUP INC   2018-03-01 2020-05-04
6. BROADCOM INC   2019-02-12 2020-05-12
171. COMCAST CORPORATION CL A   2012-02-07 2020-05-12
7. CROWN CASTLE INTL CORP   2019-09-10 2020-05-12
110. OMNICOM GROUP INC   2019-06-19 2020-05-12
8. AUTOZONE INC   2018-10-19 2020-05-21
162. CITIGROUP INC   2020-01-22 2020-05-21
23. S&P GLOBAL INC   2016-05-26 2020-05-21
99. WASTE MANAGEMENT INC   2019-10-09 2020-05-21
56. AUTOMATIC DATA PROCESSING INC   2018-06-05 2020-06-29
48. BURLINGTON STORES INC   2016-09-02 2020-06-29
24. BOOZ ALLEN HAMILTON HOLDING   2019-10-17 2020-07-15
31. BOOZ ALLEN HAMILTON HOLDING   2019-01-09 2020-07-15
18. ACCENTURE PLC CLASS A SEDOL B4BNMY3   2019-07-19 2020-07-15
123. BAXTER INTERNATIONAL INC   2018-01-10 2020-08-12
323. CITIZENS FINANCIAL GROUP   2016-11-21 2020-08-12
5659.634 BLACKROCK CORE BOND PORTFOLIO CL INSTL FUND 332   2015-03-26 2020-08-14
5071.13 LAZARD GLOBAL LISTED INFRASTRUCTURE PORTFOLIO   2018-01-22 2020-08-14
574. REAL ESTATE SELECT SECT SPDR ETF   2020-03-19 2020-08-14
268. VANGUARD REAL ESTATE ETF   2020-03-19 2020-08-14
46. MCDONALDS CORP COM   2017-06-21 2020-08-21
25.843 CAMBIAR INTL EQUITY FUND-INS   2018-09-26 2020-08-26
758.105 BAIRD MIDCAP INST   2016-04-06 2020-08-26
137. FIDELITY REAL ESTATE ETF ETF   2020-04-27 2020-08-26
180.68 OAKMARK INTL SM CAP-INST 2888   2019-05-29 2020-08-26
124.887 WCM FOCUSED INTL GROWTH-INS   2018-09-26 2020-08-26
80. ISHARES TR S&P SMLCAP 600   2020-04-27 2020-08-26
209. ISHARES CORE MSCI EAFE ETF ETF   2020-04-27 2020-08-26
1732.065 LAZARD GLOBAL LISTED INFRASTRUCTURE PORTFOLIO   2018-09-26 2020-08-26
279.588 TOUCHSTONE SANDS EM GR-INST FUND 565   2019-05-29 2020-08-26
396.027 WASATCH INTL OPPORTUNIT-INST   2019-12-04 2020-08-26
240.966 WASATCH INTL OPPORTUNIT-INST   2019-05-29 2020-08-26
201.871 WELLS FARGO SPECIAL US MID CAP VALUE I   2020-04-27 2020-08-26
1442.968 WELLS FARGO SPECIAL US MID CAP VALUE I   2016-05-26 2020-08-26
63. CIGNA CORP   2020-03-30 2020-09-16
84. EVERSOURCE ENERGY   2020-03-25 2020-09-16
147. CVS CAREMARK CORP   2019-10-17 2020-09-29
150. ISHARES TR S&P 500 INDEX FD   2015-05-18 2020-10-19
325. ISHARES TR RUSSELL 1000 GROWTH INDEX FD   2019-03-19 2020-10-19
22. AMERICAN WATER WORKS CO INC   2016-02-18 2020-12-03
152. CONOCOPHILLIPS   2017-11-06 2020-12-03
28. VISA INC CLASS A SHARES   2014-07-01 2020-12-03
127. CHURCH & DWIGHT INC   2019-02-06 2020-12-14
174. CIENA CORP   2020-07-15 2020-12-14
151. INTEL CORP   2020-04-21 2020-12-14
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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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    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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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    
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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 2,012   992 1,020
b 8,041   8,686 -645
c 15,000   12,978 2,022
d 14,088   15,000 -912
e 12,894   11,671 1,223
13,968   8,444 5,524
11,221   13,374 -2,153
4,904   2,631 2,273
4,878   3,594 1,284
3,782   2,792 990
13,355   8,783 4,572
5,487   2,524 2,963
7   9 -2
22,758   24,022 -1,264
34,179   50,152 -15,973
4,015   7,568 -3,553
2,641   3,185 -544
4,476   9,281 -4,805
8,113   9,674 -1,561
10,741   10,932 -191
9,505   14,014 -4,509
7,757   7,344 413
2,462   3,245 -783
4,659   3,654 1,005
4,301   2,532 1,769
7,605   9,084 -1,479
24,054   33,047 -8,993
2,128   1,534 594
311   326 -15
54,221   52,675 1,546
323   470 -147
20,546   18,422 2,124
23,744   19,733 4,011
448   561 -113
4,941   5,486 -545
1,499   1,491 8
1,834   2,014 -180
11,479   15,000 -3,521
12,605   15,000 -2,395
9,914   9,576 338
7,298   8,722 -1,424
1,649   1,674 -25
6,103   2,315 3,788
1,088   969 119
5,802   8,883 -3,081
8,842   5,817 3,025
7,385   12,966 -5,581
7,248   2,543 4,705
9,845   11,454 -1,609
8,181   7,535 646
9,573   4,065 5,508
1,744   1,704 40
2,253   1,419 834
3,965   3,522 443
10,259   8,419 1,840
8,452   10,346 -1,894
59,200   55,260 3,940
72,720   80,431 -7,711
20,549   16,614 3,935
21,713   16,752 4,961
9,689   7,079 2,610
638   718 -80
19,809   11,478 8,331
3,292   3,033 259
2,560   2,524 36
2,745   2,084 661
5,958   4,854 1,104
12,917   10,863 2,054
24,630   26,382 -1,752
5,170   3,484 1,686
1,838   1,505 333
1,118   839 279
7,429   6,438 991
53,101   46,404 6,697
10,721   11,167 -446
7,083   6,227 856
8,467   9,702 -1,235
51,912   32,160 19,752
72,707   49,303 23,404
3,391   1,455 1,936
6,252   8,172 -1,920
5,850   1,503 4,347
10,913   7,887 3,026
8,336   9,275 -939
7,657   8,586 -929
      13,096
      13,096
      13,096
      13,096
      13,096
      13,096
      13,096
      13,096
      13,096
      13,096
      13,096
      13,096
      13,096
      13,096
      13,096
      13,096
      13,096
      13,096
      13,096
      13,096
      13,096
      13,096
      13,096
      13,096
      13,096
      13,096
      13,096
      13,096
      13,096
      13,096
      13,096
      13,096
      13,096
      13,096
      13,096
      13,096
      13,096
      13,096
      13,096
      13,096
      13,096
      13,096
      13,096
      13,096
      13,096
      13,096
      13,096
      13,096
      13,096
      13,096
      13,096
      13,096
      13,096
      13,096
      13,096
      13,096
      13,096
      13,096
      13,096
      13,096
      13,096
      13,096
      13,096
      13,096
      13,096
      13,096
      13,096
      13,096
      13,096
      13,096
      13,096
      13,096
      13,096
      13,096
      13,096
      13,096
      13,096
      13,096
      13,096
      13,096
      13,096
      13,096
      13,096
      13,096
      13,096
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       1,020
b       -645
c       2,022
d       -912
e       1,223
      5,524
      -2,153
      2,273
      1,284
      990
      4,572
      2,963
      -2
      -1,264
      -15,973
      -3,553
      -544
      -4,805
      -1,561
      -191
      -4,509
      413
      -783
      1,005
      1,769
      -1,479
      -8,993
      594
      -15
      1,546
      -147
      2,124
      4,011
      -113
      -545
      8
      -180
      -3,521
      -2,395
      338
      -1,424
      -25
      3,788
      119
      -3,081
      3,025
      -5,581
      4,705
      -1,609
      646
      5,508
      40
      834
      443
      1,840
      -1,894
      3,940
      -7,711
      3,935
      4,961
      2,610
      -80
      8,331
      259
      36
      661
      1,104
      2,054
      -1,752
      1,686
      333
      279
      991
      6,697
      -446
      856
      -1,235
      19,752
      23,404
      1,936
      -1,920
      4,347
      3,026
      -939
      -929
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 76,012
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 1,577
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 1,577
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 1,577
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 1,880
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 1,880
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 10 303
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet303 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletPA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletPNC BANK NA Telephone no.bullet (412) 762-9161

    Located atbullet116 ALLEGHENY CENTER MALLPITTSBURGHPA ZIP+4bullet15212
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........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
    AGNES KOSSMAN SECRETARY
    0
    0    
    11 PARKWAY CENTER SUITE 300
    PITTSBURGH,PA15220
    CURTIS KOSSMAN TREASURER
    0
    0    
    11 PARKWAY CENTER SUITE 300
    pITTSBURGH,PA15220
    MARC KOSSMAN VICE PRES.
    0
    0    
    11 PARKWAY CENTER SUITE 300
    PITTSBURGH,PA15220
    PAUL KOSSMAN PRESIDENT
    0
    0    
    11 PARKWAY CENTER SUITE 300
    PITTSBURGH,PA15220
    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
    2,222,676
    b
    Average of monthly cash balances.......................
    1b
    0
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,222,676
    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
    2,222,676
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    33,340
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    2,189,336
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    109,467
    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
    109,467
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    1,577
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,577
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    107,890
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    107,890
    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
    107,890
    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
    135,150
    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
    135,150
    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
    135,150
    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 7 107,890
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 131,243
    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$ 135,150
    a Applied to 2019, but not more than line 2a 131,243
    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..... 3,907
    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 ..........
    103,983
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2016.... 0
    b Excess from 2017.... 0
    c Excess from 2018.... 0
    d Excess from 2019.... 0
    e Excess from 2020.... 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    MARC KOSSMAN
    11 PARKWAY CENTER STE 300
    PITTSBURGH,PA15220
    (412) 921-6100
    bThe form in which applications should be submitted and information and materials they should include:
    WRITTEN REQUEST SHOULD INCLUDE THE PURPOSE FOR WHICH THE GRANT WILL BE USED AND A COPY OF THE ORGANIZATION'S IRS EXEMPTION LETT
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    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
    EPILEPSY ASSOCIATION OF WESTERN
    AND CENTRAL PA
    1501 REEDSDALE STREET
    PITTSBURGH,PA15233
    NONE PC GENERAL SUPPORT 500
    AMERICAN RED CROSS
    2801 LIBERTY AVENUE
    PITTSBURGH,PA15222
    NONE PC GENERAL SUPPORT 10,000
    PLANNED PARENTHOOD
    933 LIBERTY AVENUE
    PITTSBURGH,PA15222
    NONE PC GENERAL SUPPORT 2,000
    DOCTORS WITHOUT BORDERS
    333 7TH AVE FL 2
    NEW YORK,NY10001
    NONE PC GENERAL SUPPORT 2,000
    GREATER PITTSBURGH FOOD BANK
    1 NORTH LINDEN STREET
    DUQUESNE,PA15110
    NONE PC GENERAL SUPPORT 10,500
    PITTSBURGH HABITAT FOR HUMANITY
    212 YOST BOULEVARD SUITE A
    PITTSBURGH,PA15221
    NONE PC GENERAL SUPPORT 5,000
    SALVATION ARMY
    424 3RD AVE
    PITTSBURGH,PA15219
    NONE PC GENERAL SUPPORT 1,000
    LIFE'S WORK
    1323 FORBES AVE
    PITTSBURGH,PA15219
    NONE PC GENERAL SUPPORT 1,500
    SIMON WIESENTHAL CENTER
    1399 SOUTH ROXBURY DRIVE
    LOS ANGELES,CA90035
    NONE PC GENERAL SUPPORT 1,500
    BRADY CENTER
    1225 I ST NW STE 1100
    WASHINGTON,DC20005
    NONE PC GENERAL SUPPORT 1,500
    ANIMAL RESCUE LEAGUE
    6620 HAMILTON AVE
    PITTSBURGH,PA15206
    NONE PC GENERAL SUPPORT 1,000
    PITTSBURGH ACTION AGAINST RAPE
    81 S 19TH ST
    PITTSBURGH,PA15203
    NONE PC GENERAL SUPPORT 1,500
    UNICEF
    125 MAIDEN LANE
    NEW YORK,NY10038
    NONE PC GENERAL SUPPORT 1,000
    IT'S ABOUT THE WARRIOR
    2025 E STREET NW
    WASHINGTON,DC20006
    NONE PC GENERAL SUPPORT 250
    SEBASTIAN STRONG FOUNDATION
    41 MADISON AVENUE
    NEW YORK,NY10010
    NONE PC GENERAL SUPPORT 500
    WQED
    4802 FIFTH AVENUE
    PITTSBURGH,PA15213
    NONE PC GENERAL SUPPORT 250
    ALZHEIMERS FOUNDATION OF
    AMERICA
    322 EIGHTH AVENUE
    NEW YORK,NY10001
    NONE PC GENERAL SUPPORT 500
    CURE ALZHEIMERS
    34 WASHINGTON STREET
    WELLESLEY,MA02481
    NONE PC GENERAL SUPPORT 500
    CITY OF HOPE
    1500 EAST DUARTE
    DUARTE,CA91010
    NONE PC GENERAL SUPPORT 1,000
    MAP INTERNATIONAL
    4700 GLYNCO PARKWAY
    BRUNSWICK,GA31525
    NONE PC GENERAL SUPPORT 500
    CARNEGIE MUSEUMS OF PITTSBURGH
    4400 FORBES AVENUE
    PITTSBURGH,PA15213
    NONE PC GENERAL SUPPORT 500
    AMERICARES
    88 HAMILTON AVENUE
    STAMFORD,CT06902
    NONE PC GENERAL SUPPORT 500
    SPECTRUM CHARTER SCHOOL
    4369 NORTHERN PIKE
    MONROEVILLE,PA15146
    NONE PC GENERAL SUPPORT 250
    PUPPIES BEHIND BARS
    263 WEST 38TH STREET
    NEW YORK,NY10018
    NONE PC GENERAL SUPPORT 500
    PAWS 4 PEOPLE
    1121C-324 MILITARY CUTOFF ROAD
    WILMINGTON,NC28405
    NONE PC GENERAL SUPPORT 500
    PRISON PET PARTNERSHIP
    9601 BUJACICH ROAD NW
    GIG HARBOR,WA98332
    NONE PC GENERAL SUPPORT 900
    AMAZON CONSERVATION ASSOCIATION
    1012 14TH STREET NW
    WASHINGTON,DC20005
    NONE PC GENERAL SUPPORT 500
    MULTIPLE MYELOMA RESEARCH FUND
    383 MAIN AVENUE
    NORWALK,CT06851
    NONE PC GENERAL SUPPORT 500
    ANIMAL FRIENDS
    562 CAMP HORNE ROAD
    PITTSBURGH,PA15237
    NONE PC GENERAL SUPPORT 250
    BIG BROTHERS BIG SISTERS OF
    PITTSBURGH
    5989 CENTRE AVENUE
    PITTSBURGH,PA15206
    NONE PC GENERAL SUPPORT 250
    NPR-WESA PITTSBURGH
    67 BEDFORD SQUARE
    PITTSBURGH,PA15203
    NONE PC GENERAL SUPPORT 250
    AMERICAN INDIAN COLLEGE FUND
    8333 GREENWOOD BLVD
    DENVER,CO80221
    NONE PC GENERAL SUPPORT 250
    CYSTIC FIBROSIS FOUNDATION
    6931 ARLINGTON ROAD
    BETHESDA,MD20814
    NONE PC GENERAL SUPPORT 500
    RONALD MCDONALD HOUSE
    451 44TH STREET
    PITTSBURGH,PA15201
    NONE PC GENERAL SUPPORT 250
    PROJECT SUNSHINE
    211 EAST 43RD STREET STE 401
    NEW YORK,NY10017
    NONE PC GENERAL SUPPORT 250
    INTERNATIONAL RESCUE COMMITTEE
    122 EAST 42ND STREET
    NEW YORK,NY101681289
    NONE PC GENERAL SUPPORT 500
    WESTERN PENNSYLVANIA CONSERVANCY
    800 WATERFRONT DRIVE
    PITTSBURGH,PA15222
    NONE PC GENERAL SUPPORT 250
    THE NAVY SEAL FOUNDATION
    1619 D STREET
    VIRGINIA BEACH,VA23459
    NONE PC GENERAL SUPPORT 250
    THE PITTSBURGH PROJECT
    2801 NORTH CHARLES STREET
    PITTSBURGH,PA15214
    NONE PC GENERAL SUPPORT 500
    NATURAL RESOURCE DEFENSE
    COUNCEL
    40 WEST 20TH STREET
    NEW YORK,NY10011
    NONE PC GENERAL SUPPORT 250
    NEADS
    PO BOX 1100
    PRINCETON,MA01541
    NONE PC GENERAL SUPPORT 250
    BRAIN & BEHAVIOR RESEARCH
    FOUNDATION
    90 PARK AVENUE
    NEW YORK,NY10016
    NONE PC GENERAL SUPPORT 500
    BOCA HELPING HANDS
    1500 NW 1ST COURT
    BOCA RATON,FL33432
    NONE PC GENERAL SUPPORT 500
    CHILDREN'S MUSEUM OF PITTSBURGH
    10 CHILDRENS WAY ALLEGHENY SQ
    PITTSBURGH,PA15212
    NONE PC GENERAL SUPPORT 500
    AMNESTY INTERNATIONAL
    5 PENN PLAZA 16TH FLOOR
    NEW YORK,NY10001
    NONE PC GENERAL SUPPORT 500
    CHILDREN'S HOSPITAL
    FEE CARE FUND
    4401 PENN AVENUE
    PITTSBURGH,PA15224
    NONE PC GENERAL SUPPORT 5,000
    WOMEN'S CENTER AND SHELTER
    OF GREATER PITTSBURGH
    PO BOX 9024
    PITTSBURGH,PA15224
    NONE PC GENERAL SUPPORT 1,500
    THE CHILDREN'S INSTITUTE
    1405 SHADY AVENUE
    PITTSBURGH,PA15217
    NONE PC GENERAL SUPPORT 1,500
    HELEN KELLER SERVICES
    DEVELOPMENT DEPARTMENT
    141 MIDDLE NECK ROAD
    SANDS POINT,NY11150
    NONE PC GENERAL SUPPORT 500
    CROSSROADS FDN OF PITTSBURGH
    6901 LYNN WAY
    PITTSBURGH,PA15208
    NONE PC GENERAL SUPPORT 500
    AMERICAN HUMANIST ASSOCIATION
    1821 JEFFERSON PLACE NW
    WASHINGTON,DC20036
    NONE PC GENERAL SUPPORT 1,000
    SECULAR COALITION OF AMERICAN
    EDUCATION FUND
    1012 14TH STREET NW STE 205
    WASHINGTON,DC20005
    NONE PC GENERAL SUPPORT 1,000
    SECULAR STUDENT ALLIANCE
    PO BOX 2371
    COLUMBUS,OH43216
    NONE PC GENERAL SUPPORT 1,000
    PLACE OF HOPE
    9078 ISAIAH LANE
    PALM BEACH GARDENS,FL33418
    NONE PC GENERAL SUPPORT 250
    HOLY GROUND
    200 W 20TH STREET
    RIVIERA BEACH,FL33404
    NONE PC GENERAL SUPPORT 250
    PENNSYLVANIA STATE UNIVERSITY
    OLD MAIN
    STATE COLLEGE,PA16801
    NONE PC GENERAL SUPPORT 20,000
    PROVIDENT CHARTER SCHOOL
    ELEVEN PARKWAY CENTER STE 300
    PITTSBURGH,PA15220
    NONE PC GENERAL SUPPORT 50,000
    Total .................................bullet 3a 135,150
    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 58,720  
    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 76,012  
    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)..   134,732  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    134,732
    (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 InvestmentsCorpStockSchedule
    Name:
    CURTIS I & PAUL KOSSMAN CHAR FOUNDATION
    EIN:
    30-0106868
    Name of Stock End of Year Book Value End of Year Fair Market Value
    9158106 AIR PRODUCTS & CHEMICA 8,752 10,656
    20002101 ALLSTATE CORP 8,982 9,234
    23135106 AMAZON COM INC 23,594 55,368
    30420103 AMERICAN WATER WORKS 3,638 8,441
    31162100 AMGEN INC 6,936 13,335
    37833100 APPLE INC 18,357 82,268
    53332102 AUTOZONE INC 5,090 8,298
    60505104 BANK OF AMERICA CORP 19,574 20,035
    99502106 BOOZ ALLEN HAMILTON H 7,325 13,949
    110122108 BRISTOL MYERS SQUIBB 14,066 14,329
    172908105 CINTAS CORP 9,114 14,845
    189054109 CLOROX CO 8,973 9,894
    256677105 DOLLAR GENERAL CORP 5,170 10,305
    302491303 FMC CORPORATION NEW 11,643 13,677
    437076102 HOME DEPOT INC 2,916 17,000
    460690100 INTERPUBLIC GROUP CO 11,748 11,713
    478160104 JOHNSON & JOHNSON 9,428 10,702
    485170302 KANSAS CITY SOUTHERN 8,942 13,677
    502431109 L3 HARRIS TECHNOLOGI 13,366 11,908
    512807108 LAM RESEARCH CORP 14,568 23,614
    532457108 LILLY ELI & CO 8,707 16,377
    539830109 LOCKHEED MARTIN CORP 9,129 8,875
    594918104 MICROSOFT CORP 25,330 87,633
    609207105 MONDELEZ INTERNATION 10,458 10,232
    617446448 MORGAN STANLEY 11,173 14,117
    620076307 MOTOROLA SOLUTIONS I 14,596 14,795
    666807102 NORTHROP GRUMMAN COR 5,897 10,970
    742718109 PROCTER & GAMBLE CO 16,076 24,767
    747525103 QUALCOMM 10,114 10,664
    863667101 STRYKER CORP 9,822 11,027
    874039100 TAIWAN SEMICONDUCTOR 10,985 11,449
    879360105 TELEDYNE TECHNOLOGIE 9,821 10,975
    883556102 THERMO FISHER SCIENT 17,374 19,097
    74762E102 QUANTA SVCS INC 14,109 18,077
    03073E105 AMERISOURCEBERGEN CO 11,368 12,904
    87612E106 TARGET CORP 9,138 15,358
    28176E108 EDWARDS LIFESCIENCES 8,870 11,221
    34959E109 FORTINET INC 9,252 9,506
    89151E109 TOTAL S E 17,452 16,429
    00287Y109 ABBVIE INC 14,090 16,823
    00507V109 ACTIVISION BLIZZARD 9,225 11,421
    00971T101 AKAMAI TECHNOLOGIES 9,600 9,659
    02079K305 ALPHABET INC/CA-CL A 7,383 40,311
    03027X100 AMERICAN TOWER CORP 7,546 7,183
    09247X101 BLACKROCK INC 10,251 12,266
    11135F101 BROADCOM INC 12,555 19,703
    12514G108 CDW CORP/DE 15,290 17,133
    16119P108 CHARTER COMMUNICATIO 13,809 17,862
    20030N101 COMCAST CORPORATION 3,683 14,253
    22160K105 COSTCO WHOLESALE COR 12,055 20,346
    22822V101 CROWN CASTLE INTL CO 8,469 9,711
    23331A109 D R HORTON INC 9,815 8,891
    30303M102 FACEBOOK INC 9,076 22,672
    46625H100 JPMORGAN CHASE & CO 9,813 34,309
    58933Y105 MERCK & CO INC 17,481 17,096
    64110L106 NETFLIX INC 9,542 11,896
    70450Y103 PAYPAL HOLDINGS INC- 8,799 13,818
    78409V104 S&P GLOBAL INC 6,855 20,381
    89400J107 TRANSUNION 10,793 13,395
    89832Q109 TRUIST FINANCIAL COR 8,766 13,708
    91324P102 UNITEDHEALTH GROUP I 5,469 13,677
    92826C839 VISA INC CLASS A SHA 3,757 15,311
    92939U106 WEC ENERGY GROUP INC 3,616 10,768
    G1151C101 ACCENTURE PLC CLASS 10,383 15,673

    TY 2020 InvestmentsOtherSchedule2
    Name:
    CURTIS I & PAUL KOSSMAN CHAR FOUNDATION
    EIN:
    30-0106868
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MUTUAL FUNDS - FIXED      
    MUTUAL FUNDS - EQUITY      
    57071813 BAIRD MIDCAP INST AT COST 26,230 48,804
    57071854 BAIRD AGGREGATE BOND AT COST 136,783 147,461
    277923728 EATON VANCE GLOBAL M AT COST 58,421 51,665
    316092857 FIDELITY REAL ESTATE AT COST 28,389 32,436
    317609295 SEAFARER OVERSEAS GR AT COST 26,869 36,641
    413838657 OAKMARK INTL SM CAP- AT COST 35,644 44,765
    461418444 WCM FOCUSED INTL GRO AT COST 37,575 56,534
    464287226 ISHARES CORE US AGGR AT COST 44,424 47,276
    464287598 ISHARES RUSSELL 1000 AT COST 150,822 164,076
    464287614 ISHARES RUSSELL 1000 AT COST 102,399 162,770
    464287804 ISHARES CORE S&P SMA AT COST 47,816 72,417
    552746364 MFS EMERGING MKTS DE AT COST 50,000 51,609
    592905749 METROPOLITAN WEST UN AT COST 40,527 40,850
    922031737 VANGUARD INFLATION P AT COST 50,000 52,391
    922031810 VANGUARD INTM TERM I AT COST 105,590 111,271
    936793686 WASATCH INTL OPPORTU AT COST 18,646 31,832
    957663503 WESTERN ASSET CORE P AT COST 103,203 109,669
    46090E103 INVESCO QQQ TRUST ET AT COST 116,420 129,575
    00203H859 AQR MANAGED FUTURES AT COST 25,000 23,143
    00769G543 CAMBIAR INTL EQUITY AT COST 67,332 68,522
    09250J734 BLACKROCK EVENT DRIV AT COST 42,450 44,745
    38145N220 GOLDMAN SACHS ABSOLU AT COST 25,703 26,202
    46432F842 ISHARES CORE MSCI EA AT COST 34,044 45,254
    52106N459 LAZARD GLOBAL LISTED AT COST 59,170 57,246
    74256W584 PRINCIPAL MIDCAP FUN AT COST 40,384 44,950
    89154Q562 TOUCHSTONE SANDS EM AT COST 21,048 37,028
    97717X669 WISDOMTREE U.S. QUAL AT COST 131,504 141,267

    TY 2020 OtherDecreasesSchedule
    Name:
    CURTIS I & PAUL KOSSMAN CHAR FOUNDATION
    EIN:
    30-0106868
    Description Amount
    ROUNDING ADJ FOR SALES AND TRANSACTION 6
    POSTED CURRENT YEAR FOR PRIOR YEAR 1,789
    RETURN OF CAPITAL ADJUSTMENT 573


    TY 2020 OtherExpensesSchedule
    Name:
    CURTIS I & PAUL KOSSMAN CHAR FOUNDATION
    EIN:
    30-0106868
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADR SERVICE FEES 11 11   0


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    CURTIS I & PAUL KOSSMAN CHAR FOUNDATION
    EIN:
    30-0106868
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PNC AGENT FOR TRUSTEE FEES 18,997 18,997    


    TY 2020 TaxesSchedule
    Name:
    CURTIS I & PAUL KOSSMAN CHAR FOUNDATION
    EIN:
    30-0106868
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 308 308   0
    FEDERAL ESTIMATES - PRINCIPAL 1,415 0   0
    FOREIGN TAXES ON QUALIFIED FOR 588 588   0
    FOREIGN TAXES ON NONQUALIFIED 327 327   0