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
C GLENN BARBER FDN IR
 
Number and street (or P.O. box number if mail is not delivered to street address)116 ALLEGHENY CENTER MALL P8YB3502L
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH, PA15212
A Employer identification number

34-6765153
B Telephone number (see instructions)

(412) 807-6299
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$4,176,362
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... 93,280 92,583  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 574,078
b Gross sales price for all assets on line 6a 1,369,162
7 Capital gain net income (from Part IV, line 2)... 574,078
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)....... 75    
12 Total. Add lines 1 through 11........ 667,433 666,661  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 30,646 15,323   15,323
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)... 3,114 1,561   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)....... 1,183 982   201
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 34,943 17,866 0 15,524
25 Contributions, gifts, grants paid....... 164,945 164,945
26 Total expenses and disbursements. Add lines 24 and 25 199,888 17,866 0 180,469
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 467,545
b Net investment income (if negative, enter -0-) 648,795
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......... 421,269 153,749 153,749
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)....... 1,051,699 Click to see attachment300,478 360,333
c Investments—corporate bonds (attach schedule)....... 1,063,466    
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........   Click to see attachment2,530,075 3,662,280
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) 2,536,434 2,984,302 4,176,362
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........ 2,536,434 2,984,302
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)..... 2,536,434 2,984,302
30 Total liabilities and net assets/fund balances (see instructions). 2,536,434 2,984,302
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
2,536,434
2
Enter amount from Part I, line 27a .....................
2
467,545
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
3,003,979
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
19,677
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,984,302
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 5690.633 FEDERATED MDT SM CAP CORE-IS     2020-01-06
b 3714.628 FEDERATED MDT SM CAP CORE-IS     2020-01-07
c 8. AXON ENTERPRISE INC   2020-01-06 2020-01-08
d 3380.3 FEDERATED HERMES MDT LARGE CAP GROWTH FUND   2002-10-31 2020-01-14
e 68. LANTHEUS HOLDINGS INC   2020-01-06 2020-01-14
4060.771 FEDERATED HERMES MDT LARGE CAP VALUE FUND     2020-01-16
22. NEOGENOMICS INC COM NEW   2020-01-06 2020-01-21
76. SELECT ENERGY SERVICES INC-A   2020-01-06 2020-01-22
2. CACI INTL INC CL A   2020-01-06 2020-01-23
1. AIR PRODUCTS & CHEMICALS INC   2020-01-16 2020-01-29
8. CAROLINA FINANCIAL CORP MERGED 05/01/20   2020-01-06 2020-01-29
1. MARTIN MARIETTA MATLS INC   2020-01-16 2020-01-29
42. KRATOS DEFENSE SECURITY SOLUTIONS INC   2020-01-06 2020-01-30
33. UNITED BANKSHARES INC WEST V COM   2020-01-06 2020-01-31
4. WNS HOLDINGS LTD ADR   2020-01-06 2020-02-06
4. QUALYS INC   2020-01-06 2020-02-13
1. CACI INTL INC CL A   2020-01-06 2020-02-19
5. AXON ENTERPRISE INC   2020-01-06 2020-02-24
6. BROOKFIELD ASSET MANAGEMENT CL A ISIN CA1125851040 SEDOL 2092555   2020-01-16 2020-02-25
4. COGENT COMMUNICATIONS HOLDINGS INC   2020-01-06 2020-02-25
26. SENSIENT TECHNOLOGIES CORP   2020-01-06 2020-02-25
12. TABULA RASA HEALTHCARE INC   2020-01-06 2020-02-26
3. APPFOLIO INC - A   2020-01-06 2020-03-02
11. CALAVO GROWERS INC   2020-01-06 2020-03-03
6. ENDAVA PLC- SPON ADR SEDOL BZ0WK66   2020-01-06 2020-03-03
1. DOMINO'S PIZZA, INC.   2020-02-18 2020-03-04
4. WAYFAIR INC- CLASS A   2020-01-16 2020-03-04
6. MAXIMUS INC   2020-01-06 2020-03-05
11. AMBARELLA INC SEDOL B7KH3G6   2020-01-06 2020-03-05
2. LENDINGTREE INC   2020-01-06 2020-03-12
4. AMN HEALTHCARE SERVICES   2020-01-06 2020-03-13
3. EXLSERVICE HOLDINGS INC   2020-01-06 2020-03-13
44. GRANITE CONSTRUCTION INC   2020-01-06 2020-03-13
3. TETRA TECH INC NEW COM   2020-01-06 2020-03-13
2. REPLIGEN CORP   2020-01-06 2020-03-16
3. WNS HOLDINGS LTD ADR   2020-01-06 2020-03-17
1. DOMINO'S PIZZA, INC.   2020-01-16 2020-03-19
11. I3 VERTICALS INC-CLASS A   2020-01-06 2020-03-19
4. REPLIGEN CORP   2020-01-06 2020-03-19
6. WAYFAIR INC- CLASS A   2020-01-16 2020-03-19
468. CALLON PETE CO DEL REV SPLIT 08/07/20     2020-03-20
10. KENNEDY WILSON HOLDINGS INC   2020-01-16 2020-03-20
98. MATADOR RESOURCES CO   2020-01-06 2020-03-20
3. QUAKER CHEMICAL CORPORATION   2020-01-06 2020-03-20
8282.973 FEDERATED HERMES TOTAL RETURN BOND FUND     2020-03-24
1. J & J SNACK FOODS CORP   2020-01-06 2020-03-24
46. BIG LOTS INC   2020-01-06 2020-03-26
38. BJ'S RESTAURANTS, INC     2020-03-26
37. LTC PPTYS INC COM   2020-01-06 2020-03-26
9. MAXIMUS INC   2020-01-06 2020-03-30
1. MSCI INC   2020-01-16 2020-03-31
2. SHOPIFY INC - A W/I SEDOL BXDZ9Z0     2020-03-31
7. TETRA TECH INC NEW COM   2020-01-06 2020-04-02
25. ARGO GROUP INTERNATIONAL ISIN BMG0464B1072 SEDOL 2499543   2020-01-06 2020-04-02
7. FORWARD AIR CORP COM   2020-01-06 2020-04-03
7. PEGASYSTEMS INC   2020-01-06 2020-04-06
80. CALAMP CORP   2020-01-06 2020-04-08
11. SITEONE LANDSCAPE SUPPLY INC   2020-01-06 2020-04-08
2. SBA COMMUNICATIONS CORP   2020-01-16 2020-04-09
.5 BROOKFIELD ASSET MANAGEMENT CL A ISIN CA1125851040 SEDOL 2092555   2020-01-16 2020-04-13
11. INTER PARFUMS INC   2020-01-06 2020-04-14
47. GREAT WESTERN BANCORP INC   2020-01-06 2020-04-15
9. BIOTELEMETRY INC   2020-01-06 2020-04-16
7. CONMED CORP   2020-01-06 2020-04-16
5. REPLIGEN CORP   2020-01-06 2020-04-16
11. PRA HEALTH SCIENCES INC   2020-01-06 2020-04-17
6. TABULA RASA HEALTHCARE INC   2020-03-05 2020-04-17
34. MADDEN STEVEN LTD   2020-01-06 2020-04-21
8. BARNES GROUP INC   2020-01-06 2020-04-24
8. J & J SNACK FOODS CORP   2020-01-06 2020-04-28
2. DOLLAR GENERAL CORP   2020-01-16 2020-04-30
2. FIRST REPUBLIC BANK/FRAN   2020-01-16 2020-04-30
2. SBA COMMUNICATIONS CORP   2020-01-16 2020-04-30
3. VERISK ANALYTICS INC   2020-01-16 2020-04-30
4. IHS MARKIT LTD SEDOL BD0Q558   2020-01-16 2020-04-30
6. MEDPACE HOLDINGS INC   2020-02-04 2020-05-01
3. QUALYS INC   2020-01-06 2020-05-01
.68 UNITED BANKSHARES INC WEST V COM   2020-01-06 2020-05-07
18. CHEGG INC   2020-01-06 2020-05-13
6. LIBERTY GLOBAL PLC SERIES C SEDOL B8W67B1   2020-01-16 2020-05-13
14. ARMSTRONG WORLD INDUSTRIE - WI   2020-01-30 2020-05-14
5. AXON ENTERPRISE INC   2020-01-06 2020-05-14
2. PEGASYSTEMS INC   2020-01-06 2020-05-14
3. QUIDEL CORP   2020-04-23 2020-05-14
5. SILICON LABORATORIES INC   2020-01-06 2020-05-15
1. CACI INTL INC CL A   2020-01-06 2020-05-19
4. LHC GROUP INC   2020-01-06 2020-05-19
14. METHODE ELECTRS INC CL A   2020-01-06 2020-05-19
19. SYKES ENTERPRISES INC COM   2020-01-06 2020-05-19
21. GOOSEHEAD INSURANCE INC -A   2020-01-06 2020-05-20
13. INTER PARFUMS INC   2020-01-06 2020-05-20
11. LEMAITRE VASCULAR INC   2020-01-06 2020-05-22
4. FIRST REPUBLIC BANK/FRAN   2020-01-16 2020-05-29
6. LIBERTY GLOBAL PLC SEDOL B8W6766   2020-01-16 2020-05-29
9. LIBERTY GLOBAL PLC SERIES C SEDOL B8W67B1   2020-01-16 2020-05-29
2. AMERCO   2020-01-16 2020-06-02
2. BLACK KNIGHT INC-WHEN ISSUED   2020-01-16 2020-06-02
11. EASTERLY GOVERNMENT PROPERTI   2020-01-06 2020-06-02
3. LHC GROUP INC   2020-01-06 2020-06-02
3. OLLIE'S BARGAIN OUTLET HOLDI   2020-04-16 2020-06-02
2. TRANSUNION   2020-01-16 2020-06-02
2. APPFOLIO INC - A   2020-01-06 2020-06-04
7. CHARLES RIV LABORATORIES INTL INC   2020-04-16 2020-06-05
.207 SOUTH STATE CORP   2020-01-06 2020-06-11
14. CHEGG INC   2020-01-06 2020-06-23
6. FRANKLIN ELECTRIC INC   2020-01-06 2020-06-24
2. CHEGG INC   2020-01-06 2020-06-25
5. ELANCO ANIMAL HEALTH INC   2020-01-16 2020-06-25
3. PEGASYSTEMS INC   2020-01-06 2020-06-25
3. PROGRESSIVE CORP OHIO   2020-01-16 2020-06-25
1. SBA COMMUNICATIONS CORP   2020-01-16 2020-06-25
7. LIBERTY GLOBAL PLC SEDOL B8W6766   2020-01-16 2020-06-25
10. LIBERTY GLOBAL PLC SERIES C SEDOL B8W67B1   2020-01-16 2020-06-25
6. PRA HEALTH SCIENCES INC   2020-01-06 2020-06-26
5. QUIDEL CORP   2020-04-23 2020-06-26
29. METHODE ELECTRS INC CL A   2020-01-06 2020-07-07
16. PC CONNECTION INC   2020-01-06 2020-07-13
9. CHEGG INC   2020-01-06 2020-07-23
1. DOLLAR GENERAL CORP   2020-01-16 2020-07-24
1. LHC GROUP INC   2020-01-06 2020-08-04
5. J & J SNACK FOODS CORP   2020-01-06 2020-08-06
2. J & J SNACK FOODS CORP   2020-01-06 2020-08-06
4. CHEGG INC   2020-01-06 2020-08-07
59. ANGIODYNAMICS INC   2020-01-06 2020-08-10
3. REPLIGEN CORP   2020-01-06 2020-08-10
12. K.FORCE INC   2020-01-06 2020-08-13
.5 MARTEN TRANSPORT LTD   2020-01-06 2020-08-19
12. CHEGG INC   2020-01-06 2020-08-21
17. COGENT COMMUNICATIONS HOLDINGS INC     2020-08-26
32. COLUMBIA BKG SYS INC   2020-01-06 2020-08-27
17. TACTILE SYSTEMS TECHNOLOGY I   2020-05-05 2020-08-27
17. UNITED BANKSHARES INC WEST V COM   2020-01-06 2020-08-27
36. VAREX IMAGING CORP -W/I   2020-01-06 2020-08-27
5. OLLIE'S BARGAIN OUTLET HOLDI     2020-08-28
21. INTER PARFUMS INC   2020-01-06 2020-09-03
15. NLIGHT INC     2020-09-08
18. EASTERLY GOVERNMENT PROPERTI   2020-01-06 2020-09-14
2. LHC GROUP INC   2020-01-06 2020-09-14
17. PC CONNECTION INC   2020-01-06 2020-09-14
6. COLFAX CORP   2020-01-16 2020-09-21
4. EXLSERVICE HOLDINGS INC   2020-01-06 2020-09-23
1. LITTELFUSE INC   2020-01-06 2020-09-23
5. LHC GROUP INC   2020-01-06 2020-10-19
9. LEMAITRE VASCULAR INC   2020-01-06 2020-10-20
30. CARPENTER TECHNOLOGY CORP   2020-01-06 2020-10-21
5. TOPBUILD CORP   2020-01-06 2020-10-29
8. AMN HEALTHCARE SERVICES   2020-01-06 2020-10-30
10. AXON ENTERPRISE INC   2020-01-06 2020-10-30
5997.601 FEDERATED HERMES MDT LARGE CAP VALUE FUND   2002-10-31 2020-10-30
11406.844 FEDERATED HERMES MDT LARGE CAP GROWTH FUND   2002-10-31 2020-10-30
2709. SCHWAB US REIT ETF   2020-03-24 2020-10-30
22. SOUTH STATE CORP   2020-01-06 2020-10-30
4. CARMAX INC   2020-01-16 2020-11-03
13. COLFAX CORP   2020-01-16 2020-11-03
4. FIRST REPUBLIC BANK/FRAN   2020-01-16 2020-11-03
3. GARTNER INC   2020-01-16 2020-11-03
3473.428 FEDERATED HERMES MDT LARGE CAP GROWTH FUND   2002-10-31 2020-11-05
47. NLIGHT INC   2020-01-07 2020-11-05
10. QUALYS INC   2020-01-06 2020-11-05
21. INTEGER HOLDINGS CORPORATION     2020-11-10
2. REPLIGEN CORP   2020-01-06 2020-11-13
8. TEXAS ROADHOUSE INC   2020-08-25 2020-11-16
2. EQUIFAX INC   2020-11-03 2020-11-18
1. LHC GROUP INC   2020-01-06 2020-11-18
7. TETRA TECH INC NEW COM   2020-01-06 2020-11-18
48. I3 VERTICALS INC-CLASS A     2020-11-23
14. TABULA RASA HEALTHCARE INC     2020-11-23
2633.427 FEDERATED HERMES MDT LARGE CAP VALUE FUND   2002-10-31 2020-11-25
2625.131 FEDERATED HERMES MDT LARGE CAP GROWTH FUND   2002-10-31 2020-11-25
4. PEGASYSTEMS INC   2020-01-06 2020-12-07
5. TETRA TECH INC NEW COM   2020-01-06 2020-12-07
2. CBRE GROUP INC   2020-01-16 2020-12-09
1. TRANSDIGM GROUP INC   2020-01-16 2020-12-09
7. OMNICELL INC   2020-01-06 2020-12-10
6. SKYLINE CHAMPION CORP   2020-01-06 2020-12-15
19. NEOGENOMICS INC COM NEW   2020-01-06 2020-12-18
50. ONESPAN INC     2020-12-18
.7 LIBERTY BROADBAND-C   2020-01-16 2020-12-24
21. MTS SYSTEMS CORP   2020-01-06 2020-12-29
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(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 113,983   81,123 32,860
b 74,144   52,954 21,190
c 570   558 12
d 76,530   36,059 40,471
e 1,246   1,325 -79
115,691   54,770 60,921
705   639 66
608   718 -110
542   514 28
237   236 1
311   339 -28
263   263  
782   845 -63
1,147   1,255 -108
292   263 29
359   336 23
287   257 30
411   349 62
389   368 21
296   270 26
1,399   1,684 -285
776   571 205
361   340 21
612   951 -339
319   286 33
339   295 44
245   425 -180
386   451 -65
593   687 -94
460   603 -143
266   247 19
169   209 -40
515   1,235 -720
223   261 -38
178   187 -9
165   197 -32
317   288 29
150   320 -170
374   374  
137   637 -500
216   2,131 -1,915
138   228 -90
159   1,920 -1,761
416   501 -85
88,048   87,798 250
110   185 -75
628   1,311 -683
524   1,339 -815
1,110   1,668 -558
507   676 -169
297   275 22
876   943 -67
460   609 -149
850   1,688 -838
316   477 -161
443   560 -117
350   731 -381
784   965 -181
607   499 108
17   20 -3
526   790 -264
844   1,613 -769
387   428 -41
463   785 -322
520   468 52
975   1,193 -218
336   319 17
714   1,473 -759
294   500 -206
969   1,476 -507
353   316 37
207   236 -29
578   499 79
457   480 -23
269   312 -43
456   533 -77
301   252 49
18   26 -8
1,173   702 471
126   124 2
953   1,417 -464
377   349 28
165   160 5
541   385 156
450   578 -128
240   257 -17
648   552 96
409   551 -142
483   682 -199
1,222   948 274
552   934 -382
270   398 -128
429   472 -43
128   129 -1
187   186 1
645   764 -119
154   132 22
286   256 30
493   414 79
277   165 112
178   184 -6
338   227 111
1,264   982 282
11   17 -6
979   546 433
292   351 -59
129   78 51
106   151 -45
286   240 46
238   226 12
284   250 34
152   151 1
212   206 6
565   651 -86
1,047   642 405
833   1,141 -308
722   802 -80
668   351 317
193   158 35
201   138 63
628   923 -295
251   369 -118
348   156 192
528   988 -460
448   281 167
442   474 -32
9   7 2
939   468 471
1,119   1,199 -80
910   1,283 -373
606   843 -237
452   647 -195
406   1,083 -677
511   255 256
945   1,508 -563
314   329 -15
428   417 11
404   276 128
712   852 -140
183   229 -46
254   278 -24
170   189 -19
1,120   690 430
288   325 -37
515   1,473 -958
806   522 284
521   495 26
993   697 296
150,000   83,292 66,708
300,000   121,681 178,319
92,565   77,911 14,654
1,323   1,810 -487
372   377 -5
377   496 -119
521   472 49
423   478 -55
100,000   37,052 62,948
1,084   962 122
939   839 100
1,412   1,666 -254
415   187 228
600   503 97
345   300 45
204   138 66
871   609 262
1,252   1,405 -153
480   824 -344
75,000   36,572 38,428
75,000   28,003 46,997
510   320 190
598   435 163
134   121 13
598   625 -27
801   579 222
181   192 -11
1,016   552 464
1,025   1,303 -278
112   91 21
1,226   997 229
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
      23,950
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       32,860
b       21,190
c       12
d       40,471
e       -79
      60,921
      66
      -110
      28
      1
      -28
       
      -63
      -108
      29
      23
      30
      62
      21
      26
      -285
      205
      21
      -339
      33
      44
      -180
      -65
      -94
      -143
      19
      -40
      -720
      -38
      -9
      -32
      29
      -170
       
      -500
      -1,915
      -90
      -1,761
      -85
      250
      -75
      -683
      -815
      -558
      -169
      22
      -67
      -149
      -838
      -161
      -117
      -381
      -181
      108
      -3
      -264
      -769
      -41
      -322
      52
      -218
      17
      -759
      -206
      -507
      37
      -29
      79
      -23
      -43
      -77
      49
      -8
      471
      2
      -464
      28
      5
      156
      -128
      -17
      96
      -142
      -199
      274
      -382
      -128
      -43
      -1
      1
      -119
      22
      30
      79
      112
      -6
      111
      282
      -6
      433
      -59
      51
      -45
      46
      12
      34
      1
      6
      -86
      405
      -308
      -80
      317
      35
      63
      -295
      -118
      192
      -460
      167
      -32
      2
      471
      -80
      -373
      -237
      -195
      -677
      256
      -563
      -15
      11
      128
      -140
      -46
      -24
      -19
      430
      -37
      -958
      284
      26
      296
      66,708
      178,319
      14,654
      -487
      -5
      -119
      49
      -55
      62,948
      122
      100
      -254
      228
      97
      45
      66
      262
      -153
      -344
      38,428
      46,997
      190
      163
      13
      -27
      222
      -11
      464
      -278
      21
      229
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 574,078
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 9,018
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 9,018
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 9,018
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 3,109
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,109
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 5,909
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet0 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletOH
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .Click to see attachment
    8b
     
    No
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletPNC BANK NA Telephone no.bullet (412) 807-6299

    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
    PNC BANK NA TRUSTEE
    6
    30,646    
    116 ALLEGHENY CENTER
    PITTSBURGH,PA15212
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    3,776,232
    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
    3,776,232
    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
    3,776,232
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    56,643
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    3,719,589
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    185,979
    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
    185,979
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    9,018
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    9,018
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    176,961
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    176,961
    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
    176,961
    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
    180,469
    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
    180,469
    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
    180,469
    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 7 176,961
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 164,945
    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$ 180,469
    a Applied to 2019, but not more than line 2a 164,945
    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..... 15,524
    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 ..........
    161,437
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2016.... 0
    b Excess from 2017.... 0
    c Excess from 2018.... 0
    d Excess from 2019.... 0
    e Excess from 2020.... 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    BAILEY MCKENNA
    C/O PNC BANK NA
    116 ALLEGHENY CENTER MALL
    PITTSBURGH,PA15212
    NONE I SCHOLARSHIP 15,645
    THE OHIO STATE UNIVERSITY
    COLLEGE OF VETERINARY MEDICINE
    DR PATRICK GREEN
    COLUMBUS,OH432101006
    NONE PUBLIC CHARITY GENERAL SUPPORT 149,300
    Total .................................bullet 3a 164,945
    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 93,280  
    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 ............
        18 574,078  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aFEDERAL TAX REFUND
        14 75  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   667,433  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    667,433
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 ExplnOfNonFilingWithAGStmt
    Name:
    C GLENN BARBER FDN IR
    EIN:
    34-6765153
    Statement:
    The Ohio Attorney General requires that charitable organizations operating or organized within the State submit an annual registration through an online portal that highlights key information from the Form 990-PF for public disclosure purposes. The Trust completes this registration as required in lieu of furnishing a copy of its Form 990-PF to comply with the specific reporting instructions of the State of Ohio.

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    C GLENN BARBER FDN IR
    EIN:
    34-6765153
    Name of Stock End of Year Book Value End of Year Fair Market Value
    1744101 AMN HEALTHCARE SERVICE 2,460 2,935
    8492100 AGREE RLTY CORP REIT 1,402 1,332
    9158106 AIR PRODUCTS & CHEMICA 708 820
    30506109 AMERICAN WOODMARK COR 2,315 2,065
    52769106 AUTODESK INC 2,305 3,664
    57665200 BALCHEM CORP CL B 1,969 2,189
    67806109 BARNES GROUP INC 1,713 1,521
    90672106 BIOTELEMETRY INC 1,616 2,451
    99406100 BOOT BARN HOLDINGS IN 2,998 3,469
    109194100 BRIGHT HORIZONS FAMI 549 692
    109641100 BRINKER INTERNATIONA 1,167 1,301
    112585104 BROOKFIELD ASSET MAN 5,188 5,241
    115236101 BROWN & BROWN INC 1,681 1,944
    115637209 BROWN FORMAN CORP CL 776 874
    126402106 CSW INDUSTRIALS INC 979 1,567
    126501105 CTS CORP 1,428 1,682
    127190304 CACI INTL INC CL A 1,748 1,745
    143130102 CARMAX INC 3,366 3,495
    156727109 CERENCE INC-WI 1,002 2,010
    165303108 CHESAPEAKE UTILITIES 1,126 1,299
    191098102 COCA COLA CONSOLIDAT 1,617 1,598
    192422103 COGNEX CORP 229 321
    194014106 COLFAX CORP 458 459
    199908104 COMFORT SYS USA INC 839 1,317
    207410101 CONMED CORP 2,147 2,352
    217204106 COPART INC 2,805 3,690
    225310101 CREDIT ACCEPTANCE CO 1,938 1,731
    254543101 DIODES INC 876 1,269
    256677105 DOLLAR GENERAL CORP 473 631
    258278100 DORMAN PRODUCTS INC 2,171 2,518
    302081104 EXLSERVICE HOLDINGS 1,669 2,043
    311900104 FASTENAL CO 1,405 1,856
    349853101 FORWARD AIR CORP 2,046 2,305
    353514102 FRANKLIN ELECTRIC IN 1,811 2,146
    366651107 GARTNER INC 2,072 2,082
    374297109 GETTY RLTY CORP NEW 1,394 1,267
    422806208 HEICO CORP NEW CL A 1,166 1,639
    436893200 HOME BANCSHARES INC 2,197 2,416
    448579102 HYATT HOTELS CORP CL 961 817
    451107106 IDACORP INC 2,539 2,305
    457985208 INTEGRA LIFESCIENCES 2,879 3,246
    466032109 J & J SNACK FOODS CO 924 1,088
    483007704 KAISER ALUMINUM CORP 2,057 2,275
    489398107 KENNEDY WILSON HOLDI 763 644
    493732101 K.FORCE INC 1,436 1,599
    500643200 KORN FERRY 1,420 1,479
    505336107 LA Z BOY INC 1,560 2,191
    525558201 LEMAITRE VASCULAR IN 1,132 1,296
    526057104 LENNAR CORP CLASS A 1,312 1,601
    530307107 LIBERTY BROADBAND-A 644 788
    530307305 LIBERTY BROADBAND-C 2,565 3,167
    531229409 LIBERTY SIRIUSXM SER 391 346
    531229607 LIBERTY SIRIUSXM SER 915 870
    531229854 LIBERTY FORMULA ONE 1,433 1,278
    531229870 LIBERTY FORMULA ONE 91 76
    537008104 LITTELFUSE INC 1,515 2,037
    538034109 LIVE NATION ENTERTAI 1,178 1,764
    553777103 MTS SYSTEMS CORP 821 1,105
    566324109 MARCUS & MILLICHAP I 2,133 2,085
    570535104 MARKEL CORP (HOLDING 3,554 3,100
    573075108 MARTEN TRANSPORT LTD 1,774 2,033
    573284106 MARTIN MARIETTA MATL 1,578 1,704
    577933104 MAXIMUS INC 1,954 1,903
    587376104 MERCANTILE BANK CORP 1,403 1,168
    589378108 MERCURY SYSTEMS INC 2,293 2,730
    592688105 METTLER TOLEDO INTL 1,649 2,279
    595017104 MICROCHIP TECHNOLOGY 1,835 2,348
    615369105 MOODY'S CORP 1,276 1,451
    620076307 MOTOROLA SOLUTIONS I 1,035 1,020
    624580106 MOVADO GROUP INC 1,534 1,396
    640491106 NEOGEN CORP 2,828 3,331
    680033107 OLD NATIONAL BANCORP 2,464 2,285
    681116109 OLLIE'S BARGAIN OUTL 769 1,390
    683344105 ONTO INNOVATION INC 1,532 2,092
    695127100 PACIRA BIOSCIENCES I 839 838
    701877102 PARSLEY ENERGY INC-C 701 1,605
    705573103 PEGASYSTEMS INC 2,798 4,664
    743315103 PROGRESSIVE CORP OHI 754 989
    747316107 QUAKER CHEMICAL CORP 1,747 2,534
    759916109 REPLIGEN CORP 2,225 4,599
    776696106 ROPER TECHNOLOGIES I 1,865 2,155
    778296103 ROSS STORES INC 637 860
    816300107 SELECTIVE INSURANCE 2,829 2,880
    826919102 SILICON LABORATORIES 1,040 1,146
    829214105 SIMULATIONS PLUS INC 2,521 2,877
    830830105 SKYLINE CHAMPION COR 3,066 3,001
    840441109 SOUTH STATE CORP 2,755 2,458
    852234103 SQUARE INC - A 347 1,088
    853666105 STANDARD MOTOR PRODU 1,974 1,497
    860372101 STEWART INFORMATION 1,347 1,548
    860630102 STIFEL FINL CORP 2,538 3,179
    871237103 SYKES ENTERPRISES IN 1,184 1,243
    873379101 TABULA RASA HEALTHCA 1,534 1,371
    882681109 TEXAS ROADHOUSE INC 1,694 2,579
    893641100 TRANSDIGM GROUP INC 5,172 5,570
    902252105 TYLER TECHNOLOGIES I 677 873
    902788108 UMB FINL CORP 1,415 1,518
    909907107 UNITED BANKSHARES IN 2,031 1,750
    913259107 UNITIL CORPORATION 1,412 1,107
    929042109 VORNADO REALTY TRUST 378 261
    929160109 VULCAN MATERIALS CO 2,510 2,670
    92343E102 VERISIGN INC 2,336 2,380
    26927E104 EVO PAYMENTS INC-CLA 3,342 3,808
    00846U101 AGILENT TECHNOLOGIES 346 355
    03662Q105 ANSYS INC 2,126 2,910
    03783C100 APPFOLIO INC - A 1,524 1,980
    04911A107 ATLANTIC UNION BANKS 2,445 2,174
    05990K106 BANC OF CALIFORNIA I 2,036 1,868
    08160H101 BENCHMARK ELECT 2,259 1,972
    09062W204 BIOLIFE SOLUTIONS IN 955 1,915
    09215C105 BLACK KNIGHT INC-WHE 2,567 3,446
    10316T104 BOX INC - CLASS A 2,275 2,347
    11275Q107 BROOKFIELD INFRASTRU 952 1,663
    11282X103 BROOKFIELD PPTY REIT 324 254
    11284V105 BROOKFIELD RENEWABLE 100 175
    12504L109 CBRE GROUP INC 2,425 2,509
    12571T100 CMC MATERIALS INC 1,010 1,059
    13765N107 CANNAE HOLDINGS INC 212 266
    14808P109 CASS INFORMATION SYS 835 934
    22160N109 COSTAR GROUP INC 2,097 2,773
    25754A201 DOMINO'S PIZZA, INC. 1,439 1,917
    26856L103 ELF BEAUTY INC 1,796 2,418
    27616P103 EASTERLY GOVERNMENT 1,951 1,880
    29260V105 ENDAVA PLC- SPON ADR 1,239 1,996
    29275Y102 ENERSYS 903 1,661
    29444U700 EQUINIX INC 1,188 1,428
    31620R303 FNF GROUP-W/I 2,253 1,876
    33616C100 FIRST REPUBLIC BANK/ 827 1,029
    36237H101 G-III APPAREL GROUP 2,038 1,567
    39874R101 GROCERY OUTLET HOLDI 2,559 3,022
    40171V100 GUIDEWIRE SOFTWARE I 1,672 1,931
    40425J101 HMS HLDGS CORP 1,231 1,433
    42805E306 HESKA CORP 1,915 2,622
    43300A203 HILTON WORLDWIDE HLD 2,990 3,004
    44267D107 HOWARD HUGHES CORP T 1,375 868
    44925C103 ICF INTERNATIONAL IN 2,714 2,379
    45168D104 IDEXX LABS INC 1,159 1,999
    48251W104 KKR & CO INC CLASS A 2,642 3,523
    50077B207 KRATOS DEFENSE SECUR 2,400 3,538
    50187A107 LHC GROUP INC 2,712 4,266
    52603B107 LENDINGTREE INC 1,372 1,369
    55261F104 M&T BK CORP 492 382
    55354G100 MSCI INC 825 1,340
    55955D100 MAGNITE INC 1,476 4,914
    58506Q109 MEDPACE HOLDINGS INC 3,763 6,264
    59064R109 MESA LABS INC 2,490 2,866
    60786M105 MOELIS & CO 1,149 1,683
    64049M209 NEOGENOMICS INC COM 1,911 3,661
    65336K103 NEXSTAR MEDIA GROUP 2,849 2,730
    67103H107 O REILLY AUTOMOTIVE 3,086 3,168
    68213N109 OMNICELL INC 1,743 2,640
    69354M108 PRA HEALTH SCIENCES 1,301 1,505
    74758T303 QUALYS INC 1,174 1,706
    75606N109 REALPAGE, INC. 1,206 1,832
    76029L100 REPAY HOLDINGS CORP 1,766 2,289
    76131D103 RESTAURANT BRANDS IN 2,604 2,506
    78409V104 S&P GLOBAL INC 593 657
    78410G104 SBA COMMUNICATIONS C 2,994 3,386
    78463M107 SPS COMMERCE INC 559 977
    78709Y105 SAIA INC 1,380 2,712
    81617J301 SELECT ENERGY SERVIC 1,426 730
    82706C108 SILICON MOTION TECHN 1,563 1,541
    82982L103 SITEONE LANDSCAPE SU 1,385 2,538
    83088V102 SLACK TECHNOLOGIES I 506 929
    86614U100 SUMMIT MATERIALS INC 601 522
    88162G103 TETRA TECH INC NEW 1,217 1,621
    89055F103 TOPBUILD CORP 1,343 2,577
    89400J107 TRANSUNION 2,027 2,183
    91879Q109 VAIL RESORTS INC 1,739 1,953
    92345Y106 VERISK ANALYTICS INC 1,439 1,868
    92932M101 WNS HOLDINGS LTD ADR 4,145 4,539
    98139A105 WORKIVA INC 2,426 5,131
    G037AX101 AMBARELLA INC SEDOL 1,000 1,469
    G0403H108 AON PLC/IRELAND-A SE 1,049 1,056
    G0450A105 ARCH CAPITAL GROUP L 2,170 1,840
    G14838109 MIMECAST LTD SEDOL B 3,020 3,865
    G47567105 IHS MARKIT LTD SEDOL 1,871 2,156
    M98068105 WIX.COM LTD SEDOL BF 1,703 3,000

    TY 2020 InvestmentsOtherSchedule2
    Name:
    C GLENN BARBER FDN IR
    EIN:
    34-6765153
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    314209701 FEDERATED HERMES MDT AT COST 229,234 504,097
    316092857 FIDELITY REAL ESTATE AT COST 118,675 131,976
    317609295 SEAFARER OVERSEAS GR AT COST 76,530 89,204
    464287200 ISHARES CORE S&P 500 AT COST 116,032 133,263
    552746364 MFS EMERGING MKTS DE AT COST 161,224 176,651
    592905749 METROPOLITAN WEST UN AT COST 171,577 172,568
    46090E103 INVESCO QQQ TRUST ET AT COST 195,612 227,462
    31421R882 FEDERATED HERMES MDT AT COST 130,107 357,227
    31423A671 FEDERATED HERMES INT AT COST 160,853 579,338
    31428Q101 FEDERATED HERMES TOT AT COST 669,672 749,272
    52106N459 LAZARD GLOBAL LISTED AT COST 110,338 104,875
    74440Y884 PGIM HIGH YIELD FUND AT COST 100,000 101,101
    77958B105 T ROWE PRICE INSTITU AT COST 114,819 111,666
    89154Q562 TOUCHSTONE SANDS EM AT COST 76,530 111,613
    97717X669 WISDOMTREE U.S. QUAL AT COST 98,872 111,967

    TY 2020 OtherDecreasesSchedule
    Name:
    C GLENN BARBER FDN IR
    EIN:
    34-6765153
    Description Amount
    2020 TRANSACTION POSTED IN 2021 19,379
    WASH SALE ADJ 295
    ROUNDING ADJ 3


    TY 2020 OtherExpensesSchedule
    Name:
    C GLENN BARBER FDN IR
    EIN:
    34-6765153
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER EXPENSE (NON-DEDUCTIBLE 1 0   1
    STATE FILING FEES 200 0   200
    MAP MANAGEMENT FEES 982 982   0


    TY 2020 OtherIncomeSchedule2
    Name:
    C GLENN BARBER FDN IR
    EIN:
    34-6765153
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    FEDERAL TAX REFUND 75 0  


    TY 2020 TaxesSchedule
    Name:
    C GLENN BARBER FDN IR
    EIN:
    34-6765153
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 42 42   0
    FEDERAL ESTIMATES - PRINCIPAL 1,553 0   0
    FOREIGN TAXES ON QUALIFIED FOR 1,126 1,126   0
    FOREIGN TAXES ON NONQUALIFIED 393 393   0