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
LEO & KATHRYNE E FRIEDMAN MEMORIAL
 
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

23-7904320
B Telephone number (see instructions)

(412) 762-0861
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$1,236,439J 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... 23,750 23,598  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 36,866
b Gross sales price for all assets on line 6a 314,616
7 Capital gain net income (from Part IV, line 2)... 36,866
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........ 60,616 60,464  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 5,484 4,936   548
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 450 338   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 8     8
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 5,942 5,274 0 556
25 Contributions, gifts, grants paid....... 52,860 52,860
26 Total expenses and disbursements. Add lines 24 and 25 58,802 5,274 0 53,416
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,814
b Net investment income (if negative, enter -0-) 55,190
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......... 19,731 47,125 47,125
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)....... 492,535 Click to see attachment466,338 771,437
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).......... 357,223 Click to see attachment357,222 417,877
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) 869,489 870,685 1,236,439
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........ 869,489 870,685
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)..... 869,489 870,685
30 Total liabilities and net assets/fund balances (see instructions). 869,489 870,685
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
869,489
2
Enter amount from Part I, line 27a .....................
2
1,814
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
871,303
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
618
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
870,685
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 25. AMERICAN WATER WORKS CO INC   2016-02-09 2020-01-17
b 55. CHEVRON CORPORATION   2018-06-13 2020-01-17
c 103. PROGRESSIVE CORP OHIO   2019-02-08 2020-01-17
d 17. PROGRESSIVE CORP OHIO   2019-02-08 2020-01-21
e 67. DANAHER CORP   2018-06-15 2020-01-27
3. DANAHER CORP   2018-06-15 2020-01-27
75. DISCOVER FINANCIAL W/I   2019-07-29 2020-01-27
30. DISCOVER FINANCIAL W/I   2019-07-26 2020-01-27
20. AMGEN INC   2014-01-17 2020-02-12
12. LAUDER ESTEE COS INC CL A   2019-02-15 2020-02-12
1. LAUDER ESTEE COS INC CL A   2019-02-15 2020-02-12
2. LAUDER ESTEE COS INC CL A   2019-02-15 2020-02-12
20. PROCTER & GAMBLE CO   2019-02-15 2020-02-12
78. T-MOBILE US INC   2017-05-01 2020-02-12
10. T-MOBILE US INC   2017-04-28 2020-02-12
17. T-MOBILE US INC   2017-04-28 2020-02-12
5. UNITEDHEALTH GROUP INC COM   2017-01-27 2020-02-12
15. UNITEDHEALTH GROUP INC COM   2016-10-27 2020-02-12
4. PHILLIPS 66   2019-10-10 2020-02-28
61. PHILLIPS 66   2019-10-10 2020-02-28
76. INGERSOLL RAND INC   2019-04-11 2020-03-05
51. TRANE TECHNOLOGIES PLC SEDOL BK9ZQ96   2019-04-12 2020-03-05
7. INGERSOLL RAND INC   2019-04-11 2020-03-06
43. TRANE TECHNOLOGIES PLC SEDOL BK9ZQ96   2019-04-11 2020-03-06
1. TRANE TECHNOLOGIES PLC SEDOL BK9ZQ96   2019-04-11 2020-03-06
.827 INGERSOLL RAND INC   2019-04-11 2020-03-11
50. SEMPRA ENERGY   2019-06-13 2020-03-13
55. DARDEN RESTAURANTS INC W I   2019-05-24 2020-03-18
17. JAZZ PHARMACEUTICALS PLC SEDOL B4Q5ZN4   2020-01-28 2020-03-26
11. JAZZ PHARMACEUTICALS PLC SEDOL B4Q5ZN4   2020-01-28 2020-03-27
15. JAZZ PHARMACEUTICALS PLC SEDOL B4Q5ZN4   2020-01-27 2020-03-30
12. JAZZ PHARMACEUTICALS PLC SEDOL B4Q5ZN4   2020-01-27 2020-03-31
10. JAZZ PHARMACEUTICALS PLC SEDOL B4Q5ZN4   2020-01-31 2020-04-01
35. LAUDER ESTEE COS INC CL A   2019-02-15 2020-04-02
10. CINTAS CORP   2019-09-27 2020-04-13
50. TEXAS INSTRS INC COM   2019-09-27 2020-04-13
15. DOLLAR GENERAL CORP   2020-03-18 2020-04-14
20. DOLLAR GENERAL CORP   2018-11-08 2020-04-14
27. QUEST DIAGNOSTICS INC   2019-06-14 2020-04-30
28. CBRE GROUP INC   2018-02-27 2020-05-01
38. QUEST DIAGNOSTICS INC   2019-06-12 2020-05-01
54. CBRE GROUP INC   2018-02-26 2020-05-04
38. CBRE GROUP INC   2018-02-23 2020-05-05
135. COMCAST CORPORATION CL A   2011-10-12 2020-05-11
85. OMNICOM GROUP INC   2019-06-12 2020-05-11
10. AUTOZONE INC   2018-10-11 2020-05-12
22. WASTE MANAGEMENT INC   2018-03-09 2020-05-12
125. CITIGROUP INC   2020-01-17 2020-05-13
30. S&P GLOBAL INC   2016-05-20 2020-05-13
53. WASTE MANAGEMENT INC   2018-04-26 2020-05-13
40. AUTOMATIC DATA PROCESSING INC   2018-05-23 2020-06-26
20. BURLINGTON STORES INC   2016-08-31 2020-06-26
18. BURLINGTON STORES INC   2016-08-31 2020-06-29
2. BURLINGTON STORES INC   2016-08-31 2020-06-29
29. BOOZ ALLEN HAMILTON HOLDING   2019-01-04 2020-07-07
15. ACCENTURE PLC CLASS A SEDOL B4BNMY3   2019-07-11 2020-07-07
11. BOOZ ALLEN HAMILTON HOLDING   2019-01-04 2020-07-08
95. BAXTER INTERNATIONAL INC   2018-01-04 2020-08-07
260. CITIZENS FINANCIAL GROUP   2016-11-11 2020-08-07
35. MCDONALDS CORP COM   2017-06-19 2020-08-19
45. CIGNA CORP   2020-03-26 2020-09-01
31. EVERSOURCE ENERGY   2020-03-13 2020-09-01
29. EVERSOURCE ENERGY   2020-03-13 2020-09-02
105. CVS CAREMARK CORP   2019-10-10 2020-09-24
7. ABBVIE INC   2020-02-12 2020-11-04
5. ACTIVISION BLIZZARD INC   2020-05-11 2020-11-04
2. AIR PRODUCTS & CHEMICALS INC   2019-08-09 2020-11-04
3. AKAMAI TECHNOLOGIES   2020-06-26 2020-11-04
3. ALLSTATE CORP   2019-10-07 2020-11-04
1. ALPHABET INC/CA-CL A   2015-08-04 2020-11-04
1. AMAZON.COM INC   2018-05-04 2020-11-04
1. AMERICAN TOWER CORP   2020-05-01 2020-11-04
2. AMERICAN WATER WORKS CO INC   2016-02-09 2020-11-04
5. AMERISOURCEBERGEN CORP   2020-04-30 2020-11-04
3. AMGEN INC   2013-12-30 2020-11-04
26. APPLE INC   2020-05-13 2020-11-04
27. BANK OF AMERICA CORP   2018-07-27 2020-11-04
1. BLACKROCK INC   2020-08-07 2020-11-04
6. BOOZ ALLEN HAMILTON HOLDING   2019-01-04 2020-11-04
9. BRISTOL MYERS SQUIBB CO   2018-09-17 2020-11-04
2. BROADCOM INC   2019-02-11 2020-11-04
5. CDW CORP/DE   2019-12-04 2020-11-04
1. CHARTER COMMUNICATIONS INC-A   2020-02-12 2020-11-04
5. CHURCH & DWIGHT INC   2019-02-01 2020-11-04
7. CIENA CORP   2020-07-07 2020-11-04
2. CINTAS CORP   2019-05-01 2020-11-04
2. CLOROX CO   2020-04-02 2020-11-04
11. COMCAST CORPORATION CL A   2011-10-12 2020-11-04
6. CONOCOPHILLIPS   2017-11-06 2020-11-04
3. COSTCO WHSL CORP NEW COM   2019-03-15 2020-11-04
2. CROWN CASTLE INTL CORP   2019-08-23 2020-11-04
5. D R HORTON INC   2020-08-20 2020-11-04
2. DOLLAR GENERAL CORP   2018-11-08 2020-11-04
5. EDWARDS LIFESCIENCES CORP   2019-09-06 2020-11-04
5. FMC CORPORATION NEW   2019-11-06 2020-11-04
3. FACEBOOK INC   2016-03-02 2020-11-04
2. FORTINET INC   2020-05-12 2020-11-04
2. HOME DEPOT INC COM   2012-01-09 2020-11-04
6. INTEL CORP   2020-04-13 2020-11-04
13. J P MORGAN CHASE & CO COM   2014-09-30 2020-11-04
2. JOHNSON & JOHNSON COM   2020-06-26 2020-11-04
2. KANSAS CITY SOUTHERN   2020-03-05 2020-11-04
3. L3 HARRIS TECHNOLOGIES INC   2019-08-22 2020-11-04
2. LAM RESEARCH CORP   2020-01-17 2020-11-04
4. LILLY ELI & CO   2018-07-13 2020-11-04
1. LOCKHEED MARTIN CORP   2019-07-01 2020-11-04
9. MERCK & CO INC   2019-10-10 2020-11-04
17. MICROSOFT CORP   2018-09-14 2020-11-04
7. MONDELEZ INTERNATIONAL   2020-02-12 2020-11-04
10. MORGAN STANLEY   2020-01-27 2020-11-04
3. MOTOROLA SOLUTIONS INC   2019-10-08 2020-11-04
1. NETFLIX.COM INC   2020-05-12 2020-11-04
2. NORTHROP GRUMMAN CORPORATION   2015-02-19 2020-11-04
3. PAYPAL HOLDINGS INC-W/I   2020-05-13 2020-11-04
7. PROCTER & GAMBLE CO   2019-02-15 2020-11-04
8. QUANTA SVCS INC   2020-09-02 2020-11-04
3. S&P GLOBAL INC   2016-05-20 2020-11-04
2. STRYKER CORP   2019-08-08 2020-11-04
3. TARGET CORP   2019-08-22 2020-11-04
1. TELEDYNE TECHNOLOGIES INC   2019-11-08 2020-11-04
2. THERMO ELECTRON CORP COM   2020-09-01 2020-11-04
12. TOTAL FINA S A   2015-08-12 2020-11-04
5. TRANSUNION   2019-10-07 2020-11-04
12. TRUIST FINANCIAL CORP   2016-06-23 2020-11-04
2. UNITEDHEALTH GROUP INC COM   2016-10-27 2020-11-04
5. VISA INC CLASS A SHARES   2013-02-08 2020-11-04
5. WEC ENERGY GROUP INC   2009-02-26 2020-11-04
3. ACCENTURE PLC CLASS A SEDOL B4BNMY3   2019-07-11 2020-11-04
15. AMERICAN WATER WORKS CO INC   2016-02-05 2020-11-20
109. CONOCOPHILLIPS   2017-11-03 2020-11-20
25. VISA INC CLASS A SHARES   2013-02-08 2020-11-20
23. CHURCH & DWIGHT INC   2019-01-31 2020-12-09
79. CIENA CORP   2020-07-07 2020-12-09
104. INTEL CORP   2020-04-13 2020-12-09
22. CHURCH & DWIGHT INC   2019-01-31 2020-12-10
25. CIENA CORP   2020-07-08 2020-12-10
14. CIENA CORP   2020-07-08 2020-12-10
30. CHURCH & DWIGHT INC   2019-01-31 2020-12-11
15. CHURCH & DWIGHT INC   2019-01-31 2020-12-14
25. AMERISOURCEBERGEN CORP   2020-04-30 2020-12-23
43. CROWN CASTLE INTL CORP   2019-08-23 2020-12-23
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(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 3,251   1,639 1,612
b 6,375   6,855 -480
c 7,854   7,085 769
d 1,298   1,155 143
e 10,813   6,840 3,973
485   306 179
5,556   6,879 -1,323
2,222   2,774 -552
4,537   2,382 2,155
2,569   1,869 700
213   155 58
426   310 116
2,465   1,992 473
7,457   5,294 2,163
957   676 281
1,617   1,142 475
1,515   815 700
4,528   2,340 2,188
293   424 -131
4,513   6,464 -1,951
2,095   2,215 -120
5,760   4,504 1,256
192   202 -10
4,709   3,763 946
109   87 22
19   24 -5
5,110   6,861 -1,751
1,839   6,573 -4,734
1,707   2,495 -788
1,077   1,603 -526
1,504   2,170 -666
1,213   1,729 -516
966   1,440 -474
5,249   5,421 -172
1,947   2,664 -717
5,376   6,403 -1,027
2,663   2,218 445
3,551   2,349 1,202
2,988   2,738 250
1,121   1,319 -198
4,087   3,801 286
2,120   2,521 -401
1,525   1,733 -208
4,863   3,165 1,698
4,554   6,786 -2,232
10,557   7,784 2,773
2,170   1,865 305
5,084   10,137 -5,053
8,892   3,273 5,619
5,129   4,343 786
5,815   5,153 662
3,936   1,623 2,313
3,552   1,452 2,100
395   161 234
2,192   1,560 632
3,264   2,907 357
827   504 323
7,644   6,499 1,145
6,536   7,877 -1,341
7,334   5,355 1,979
7,919   7,483 436
2,597   2,618 -21
2,477   2,449 28
5,968   6,526 -558
669   679 -10
396   377 19
579   458 121
298   314 -16
281   324 -43
1,751   663 1,088
3,224   1,581 1,643
242   234 8
314   131 183
529   449 80
694   346 348
2,979   2,015 964
645   838 -193
655   585 70
525   275 250
589   552 37
730   549 181
671   676 -5
642   534 108
452   324 128
280   393 -113
676   435 241
428   358 70
483   130 353
181   321 -140
1,133   704 429
330   291 39
375   374 1
437   235 202
383   379 4
528   488 40
861   329 532
233   283 -50
571   86 485
274   349 -75
1,312   785 527
280   276 4
361   309 52
557   639 -82
763   613 150
605   358 247
377   365 12
733   757 -24
3,677   2,154 1,523
384   413 -29
518   532 -14
486   514 -28
497   441 56
637   340 297
575   425 150
993   691 302
506   423 83
1,071   325 746
419   434 -15
475   317 158
334   342 -8
1,026   865 161
389   608 -219
438   401 37
520   399 121
715   284 431
980   197 783
519   103 416
685   581 104
2,378   969 1,409
4,319   5,786 -1,467
5,125   985 4,140
1,989   1,489 500
3,743   4,432 -689
5,233   6,044 -811
1,884   1,416 468
1,139   1,392 -253
639   780 -141
2,575   1,930 645
1,293   965 328
2,435   2,244 191
6,621   6,227 394
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
      3,186
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       1,612
b       -480
c       769
d       143
e       3,973
      179
      -1,323
      -552
      2,155
      700
      58
      116
      473
      2,163
      281
      475
      700
      2,188
      -131
      -1,951
      -120
      1,256
      -10
      946
      22
      -5
      -1,751
      -4,734
      -788
      -526
      -666
      -516
      -474
      -172
      -717
      -1,027
      445
      1,202
      250
      -198
      286
      -401
      -208
      1,698
      -2,232
      2,773
      305
      -5,053
      5,619
      786
      662
      2,313
      2,100
      234
      632
      357
      323
      1,145
      -1,341
      1,979
      436
      -21
      28
      -558
      -10
      19
      121
      -16
      -43
      1,088
      1,643
      8
      183
      80
      348
      964
      -193
      70
      250
      37
      181
      -5
      108
      128
      -113
      241
      70
      353
      -140
      429
      39
      1
      202
      4
      40
      532
      -50
      485
      -75
      527
      4
      52
      -82
      150
      247
      12
      -24
      1,523
      -29
      -14
      -28
      56
      297
      150
      302
      83
      746
      -15
      158
      -8
      161
      -219
      37
      121
      431
      783
      416
      104
      1,409
      -1,467
      4,140
      500
      -689
      -811
      468
      -253
      -141
      645
      328
      191
      394
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 36,866
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................................ 1 767
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........................... 3 767
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- ..... 5 767
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 490
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.............. 7 490
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 9 277
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)
    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 addressbulletN/A
    14
    The books are in care ofbulletPNC BANK NA Telephone no.bullet (412) 762-0861

    Located atbullet116 ALLEGHENY CENTER MALLPITTSBURGHPA ZIP+4bullet15212
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
    No
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    PNC BANK N A TRUSTEE
    1     		5,484    
    116 ALLEGHENY CENTER MALL
    PITTSBURGH,PA15212
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    1,138,279
    b
    Average of monthly cash balances.......................
    1b
    0
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,138,279
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    1,138,279
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    17,074
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,121,205
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    56,060
    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
    56,060
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    767
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    767
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    55,293
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    55,293
    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
    55,293
    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
    53,416
    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
    53,416
    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
    53,416
    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 55,293
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 52,861
    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$ 53,416
    a Applied to 2019, but not more than line 2a 52,861
    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..... 555
    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 ..........     		54,738
    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
    WHARTON SCHOOL UNIV OF PA
    3451 WALNUT STREET
    PHILADELPHIA,PA19104     		NONE PC GENERAL SUPPORT 15,858
    SUSQUEHANNA UNIVERSITY
    514 UNIVERSITY AVENUE
    SELINSGROVE,PA17870     		NONE PC GENERAL SUPPORT 21,144
    BUCKNELL UNIVERSITY
    122 MARTS HALL
    LEWISBURG,PA17837     		NONE PC GENERAL SUPPORT 15,858
    Total .................................bullet 3a 52,860
    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 23,750  
    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 36,866  
    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)..   60,616  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    60,616
    (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:
    LEO & KATHRYNE E FRIEDMAN MEMORIAL
    EIN:
    23-7904320
    Name of Stock End of Year Book Value End of Year Fair Market Value
    9158106 AIR PRODUCTS & CHEMICA 6,398 7,650
    20002101 ALLSTATE CORP 6,146 6,266
    23135106 AMAZON COM INC 19,961 42,340
    30420103 AMERICAN WATER WORKS 2,419 5,832
    31162100 AMGEN INC 4,848 9,657
    37833100 APPLE INC 6,587 56,526
    53332102 AUTOZONE INC 1,557 2,371
    60505104 BANK OF AMERICA CORP 13,318 13,730
    99502106 BOOZ ALLEN HAMILTON H 4,747 9,067
    110122108 BRISTOL MYERS SQUIBB 9,159 9,367
    172908105 CINTAS CORP 6,047 9,897
    189054109 CLOROX CO 5,915 6,663
    256677105 DOLLAR GENERAL CORP 3,872 6,940
    302491303 FMC CORPORATION NEW 8,642 10,344
    437076102 HOME DEPOT INC 1,858 11,422
    460690100 INTERPUBLIC GROUP CO 7,711 7,997
    478160104 JOHNSON & JOHNSON 6,621 7,554
    485170302 KANSAS CITY SOUTHERN 7,414 9,798
    502431109 L3 HARRIS TECHNOLOGI 8,870 7,939
    512807108 LAM RESEARCH CORP 10,065 15,585
    532457108 LILLY ELI & CO 6,354 11,988
    539830109 LOCKHEED MARTIN CORP 5,075 4,970
    594918104 MICROSOFT CORP 17,564 60,943
    609207105 MONDELEZ INTERNATION 7,249 7,192
    617446448 MORGAN STANLEY 11,643 14,186
    620076307 MOTOROLA SOLUTIONS I 10,395 10,544
    666807102 NORTHROP GRUMMAN COR 4,613 8,532
    742718109 PROCTER & GAMBLE CO 11,519 17,393
    747525103 QUALCOMM 7,129 6,855
    863667101 STRYKER CORP 6,078 6,861
    874039100 TAIWAN SEMICONDUCTOR 7,393 7,633
    879360105 TELEDYNE TECHNOLOGIE 6,505 7,448
    883556102 THERMO FISHER SCIENT 11,833 13,042
    74762E102 QUANTA SVCS INC 9,324 12,027
    03073E105 AMERISOURCEBERGEN CO 5,721 6,354
    87612E106 TARGET CORP 6,522 10,945
    28176E108 EDWARDS LIFESCIENCES 6,362 7,755
    34959E109 FORTINET INC 6,081 6,387
    89151E109 TOTAL S E 12,476 11,441
    00287Y109 ABBVIE INC 10,368 12,108
    00507V109 ACTIVISION BLIZZARD 6,411 7,892
    00971T101 AKAMAI TECHNOLOGIES 6,486 6,509
    02079K305 ALPHABET INC/CA-CL A 5,966 26,290
    03027X100 AMERICAN TOWER CORP 5,619 5,387
    09247X101 BLACKROCK INC 10,204 11,545
    11135F101 BROADCOM INC 9,008 14,449
    12514G108 CDW CORP/DE 10,502 11,861
    16119P108 CHARTER COMMUNICATIO 9,935 12,569
    20030N101 COMCAST CORPORATION 2,226 9,851
    22160K105 COSTCO WHOLESALE COR 8,159 13,941
    23331A109 D R HORTON INC 7,021 6,547
    30303M102 FACEBOOK INC 6,245 15,570
    46625H100 JPMORGAN CHASE & CO 9,206 26,558
    58933Y105 MERCK & CO INC 11,775 11,534
    64110L106 NETFLIX INC 6,176 7,570
    70450Y103 PAYPAL HOLDINGS INC- 5,952 9,836
    78409V104 S&P GLOBAL INC 4,005 12,163
    89400J107 TRANSUNION 7,161 8,930
    89832Q109 TRUIST FINANCIAL COR 6,746 10,209
    91324P102 UNITEDHEALTH GROUP I 3,979 9,819
    92826C839 VISA INC CLASS A SHA 2,206 12,249
    92939U106 WEC ENERGY GROUP INC 1,582 7,638
    G1151C101 ACCENTURE PLC CLASS 7,409 10,971

    TY 2020 InvestmentsOtherSchedule2
    Name:
    LEO & KATHRYNE E FRIEDMAN MEMORIAL
    EIN:
    23-7904320
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MUTUAL FUNDS - FIXED      
    MUTUAL FUNDS - EQUITY      
    68278803 BARON SMALL CAP FUND AT COST 5,000 8,581
    256210105 DODGE & COX INCOME F AT COST 151,000 160,797
    464287176 ISHARES TIPS BOND ET AT COST 14,993 16,850
    464287242 ISHARES IBOXX $ INVE AT COST 37,224 48,346
    464287481 ISHARES RUSSELL MID- AT COST 6,262 13,960
    464287630 ISHARES RUSSELL 2000 AT COST 2,887 4,084
    741479109 T ROWE PRICE GROWTH AT COST 3,628 11,151
    921937603 VANGUARD TOTAL BD MK AT COST 83,167 94,733
    00769G543 CAMBIAR INTL EQUITY AT COST 11,235 12,194
    24610C840 DELAWARE VALUE FUND- AT COST 6,000 6,469
    31423A671 FEDERATED HERMES INT AT COST 14,826 20,242
    44134R495 H&W MID CAP VAL OPPO AT COST 6,000 4,523
    52106N459 LAZARD GLOBAL LISTED AT COST 15,000 15,947

    TY 2020 OtherDecreasesSchedule
    Name:
    LEO & KATHRYNE E FRIEDMAN MEMORIAL
    EIN:
    23-7904320
    Description Amount
    ROUNDING ADJ FOR SALES AND TRANSACTIONS 2
    2020 TRANSACTION POSTED IN 2021 322
    WASH SALES ADJUSTMENT 219
    RETURN OF CAPITAL ADJUSTMENT 75


    TY 2020 OtherExpensesSchedule
    Name:
    LEO & KATHRYNE E FRIEDMAN MEMORIAL
    EIN:
    23-7904320
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER EXPENSE (NON-DEDUCTIBLE 8 0   8


    TY 2020 TaxesSchedule
    Name:
    LEO & KATHRYNE E FRIEDMAN MEMORIAL
    EIN:
    23-7904320
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 216 216   0
    FEDERAL ESTIMATES - PRINCIPAL 112 0   0
    FOREIGN TAXES ON QUALIFIED FOR 92 92   0
    FOREIGN TAXES ON NONQUALIFIED 30 30   0