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
GEORGE H MORRISON TRUST UWILL FBO MORRISON
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 185
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH, PA152300185
A Employer identification number

04-6013075
B Telephone number (see instructions)

(617) 722-7574
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$1,960,223
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... 40,330 39,385  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 664
b Gross sales price for all assets on line 6a 469,455
7 Capital gain net income (from Part IV, line 2)... 664
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........ 40,994 40,049  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 22,418 13,196   8,967
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)... 1,731 426   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)....... 2,920     2,920
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 27,069 13,622 0 11,887
25 Contributions, gifts, grants paid....... 92,383 92,383
26 Total expenses and disbursements. Add lines 24 and 25 119,452 13,622 0 104,270
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -78,458
b Net investment income (if negative, enter -0-) 26,427
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......... 71,968 79,768 79,768
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,586,242 Click to see attachment1,499,982 1,880,455
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) 1,658,210 1,579,750 1,960,223
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........ 1,658,210 1,579,750
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 1,658,210 1,579,750
30 Total liabilities and net assets/fund balances (see instructions). 1,658,210 1,579,750
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
1,658,210
2
Enter amount from Part I, line 27a .....................
2
-78,458
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
1,579,752
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
2
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,579,750
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 .45 TRUIST FINL CORP   2019-11-20 2020-01-02
b 40. CISCO SYS INC   2019-05-17 2020-01-09
c 80. MARVELL TECHNOLOGY GROUP LTD 0.002   2019-11-20 2020-01-09
d 40. DUPONT DE NEMOURS INC     2020-01-10
e 30. DOLLAR TREE INC     2020-01-13
30. TAIWAN SEMICONDUCTOR ADR   2019-11-20 2020-01-15
13. ALIGN TECHNOLOGY INC     2020-01-23
30. BOSTON SCIENTIFIC CORP COM   2019-11-20 2020-01-23
20. CVS CORP   2019-11-20 2020-01-23
40. TAIWAN SEMICONDUCTOR ADR   2019-11-20 2020-01-23
7. UNITED HEALTH GROUP INC   2019-11-20 2020-01-23
20. DOLLAR TREE INC   2019-11-20 2020-01-24
20. CVS CORP   2019-11-20 2020-01-31
80. EXELON CORP   2019-11-20 2020-01-31
5. VERTEX PHARMACEUTICALS INC   2019-11-20 2020-01-31
130. AT&T INC     2020-02-03
30. COMCAST CORP NEW CL A     2020-02-03
100. MARVELL TECHNOLOGY GROUP LTD 0.002   2019-11-20 2020-02-03
20. DOLLAR TREE INC   2019-11-20 2020-02-10
40. AT&T INC   2019-05-17 2020-02-12
8. AMGEN INC   2015-05-01 2020-02-14
70. CISCO SYS INC     2020-02-19
11. KLA TENCOR CORP   2019-11-20 2020-02-24
20. ABBOTT LABORATORIES   2020-01-23 2020-02-28
22. NXP SEMICONDUCTORS N V   2019-11-20 2020-02-28
50. COMCAST CORP NEW CL A   2019-11-20 2020-03-03
80. MGM MIRAGE   2019-11-20 2020-03-04
.5336 INGERSOLL RAND INC   2019-11-20 2020-03-09
6. S & P GLOBAL INC   2019-11-20 2020-03-09
9. ACCENTURE PLC IRELAND SHS CL A   2017-01-26 2020-03-09
416.667 BNYM INTL STCK-Y   2015-05-05 2020-03-11
388.121 BNY MELLON INTL EQTY-Y   2015-10-09 2020-03-11
466.853 BNYM INTL SMALL CAP-Y   2015-05-01 2020-03-11
3. ACCENTURE PLC IRELAND SHS CL A   2017-01-26 2020-03-11
4. KLA TENCOR CORP   2019-11-20 2020-03-12
30. NIKE INC CL B   2019-11-20 2020-03-13
30. EXACT SCIENCES CORP   2019-11-20 2020-03-17
10. MEDTRONIC PLC     2020-03-17
617.665 BNYM INTL STCK-Y   2015-05-05 2020-03-18
5813.954 BNY MELLON HIGH YIELD-I     2020-03-18
1204.819 BNYM INTL SMALL CAP-Y     2020-03-18
200. MGM MIRAGE     2020-03-19
40. PHILIP MORRIS INTERNATIONAL   2019-11-20 2020-03-19
14. HOME DEPOT INC USD 0.05     2020-03-20
80. SYNCHRONY FINANCIAL   2019-11-20 2020-03-24
10. VISA INC   2019-11-20 2020-03-24
50. DOW INC.     2020-03-25
20. DISNEY (WALT) COMPANY HOLDING CO.   2019-11-20 2020-03-30
30. EXXON MOBIL CORP   2006-08-18 2020-03-30
40. AT&T INC   2019-05-17 2020-04-03
10. CONSTELLATION BRANDS INC     2020-04-03
38. CARRIER GLOBAL CORP     2020-04-08
78. INGERSOLL RAND INC     2020-04-08
20. EXELON CORP   2019-11-20 2020-04-15
10. EXELON CORP   2018-03-20 2020-04-15
5. NEXTERA ENERGY INC   2019-11-20 2020-04-15
6. SEMPRA ENERGY   2020-01-31 2020-04-15
175. SPDR TR UTS     2020-04-20
1. AMAZON COM INC   2020-03-19 2020-04-29
40. MERCK & CO INC   2019-11-20 2020-05-04
10. MERCK & CO INC   2019-11-20 2020-05-06
3. THERMO ELECTRON CORP   2019-11-20 2020-05-06
10. SALESFORCE COM INC   2019-11-20 2020-05-14
30. TAIWAN SEMICONDUCTOR ADR   2019-11-20 2020-05-19
40. TAIWAN SEMICONDUCTOR ADR   2019-11-20 2020-05-26
7. JOHNSON & JOHNSON COM   2015-05-01 2020-06-03
5. VERTEX PHARMACEUTICALS INC   2019-11-20 2020-06-03
2. ADOBE SYS INC COM   2020-02-28 2020-06-04
5. MICROSOFT CORP COM   2019-11-20 2020-06-04
6. MICROSOFT CORP COM   2019-04-23 2020-06-04
9. ATLASSIAN CORP PLC-CLASS A   2019-11-20 2020-06-04
3. AMGEN INC   2015-05-01 2020-06-10
5. JOHNSON & JOHNSON COM   2015-05-01 2020-06-10
20. SQUARE INC - A   2019-11-20 2020-06-11
40. TRUIST FINL CORP   2019-11-20 2020-06-11
6. BIOGEN IDEC INC   2020-03-17 2020-06-16
30. CVS CORP   2019-11-20 2020-06-23
50. MERCK & CO INC   2018-12-12 2020-06-23
3. UNITED HEALTH GROUP INC   2019-11-20 2020-06-23
30. JOHNSON & JOHNSON COM   2015-05-01 2020-06-25
10000. AT&T INC     2020-06-29
30. T-MOBILES US INC- RIGHTS 12/25/50   2020-06-26 2020-06-30
50. AT&T INC   2019-05-17 2020-07-06
8. SQUARE INC - A   2019-11-20 2020-07-13
11. CROWDSTRIKE HOLDINGS INC - A   2020-05-19 2020-07-15
14. PAYPAL HOLDINGS INC   2019-07-17 2020-07-15
2. TRADE DESK INC/THE   2020-03-09 2020-07-15
4. ADOBE SYS INC COM     2020-07-16
9. SALESFORCE COM INC   2019-11-20 2020-07-16
3. UNITED HEALTH GROUP INC   2019-11-20 2020-07-17
2. VERTEX PHARMACEUTICALS INC   2019-11-20 2020-07-17
9. PROCTER & GAMBLE CO COM   2019-11-20 2020-07-27
30. ADVANCED MICRO DEVICES INC   2019-11-20 2020-08-03
20. EXELON CORP   2018-03-20 2020-08-03
4. NEXTERA ENERGY INC   2019-11-20 2020-08-03
4. PAYPAL HOLDINGS INC   2019-07-17 2020-08-03
17. PAYPAL HOLDINGS INC   2019-11-20 2020-08-03
4. S & P GLOBAL INC   2019-11-20 2020-08-07
1. S & P GLOBAL INC   2016-11-22 2020-08-07
40000. U.S. TREASURY NOTE 2.625% 8/15/20     2020-08-15
25. BIOMARIN PHARMACEUTICAL INC   2020-06-25 2020-08-24
10. ADVANCED MICRO DEVICES INC   2019-11-20 2020-09-01
1. ALPHABET INC/CA   2019-11-20 2020-09-01
2. KLA TENCOR CORP   2019-11-20 2020-09-01
1. PAYPAL HOLDINGS INC   2019-11-20 2020-09-01
2. SQUARE INC - A   2019-11-20 2020-09-01
17. CONSTELLATION BRANDS INC   2019-11-20 2020-09-02
6. NVIDIA CORP   2020-01-23 2020-09-04
1. ALPHABET INC/CA   2019-11-20 2020-09-09
3. CROWDSTRIKE HOLDINGS INC - A   2020-05-19 2020-09-09
10000. COMCAST CORP 2.85% 1/15/23     2020-09-10
1. ABBOTT LABORATORIES   2020-01-23 2020-09-16
1. ADOBE SYS INC COM   2019-11-20 2020-09-16
1. AIR PRODUCTS AND CHEMICALS INC COMMON   2020-01-10 2020-09-16
1. AMAZON COM INC   2020-03-13 2020-09-16
10. AMERICAN INTERNATIONAL GROUP   2019-10-16 2020-09-16
2. AMERICAN TOWER CORP-CL A   2019-08-20 2020-09-16
1. AMGEN INC   2020-06-25 2020-09-16
23. APPLE COMPUTER INC COM   2013-07-01 2020-09-16
8. APPLE COMPUTER INC COM   2020-02-19 2020-09-16
347.947 BNY MELLON MID CAP STK FD CL M   2018-12-28 2020-09-16
20. BANK AMER CORP   2015-05-01 2020-09-16
10. BOSTON SCIENTIFIC CORP COM   2019-11-20 2020-09-16
10. BRISTOL MYERS SQUIBB CO COM   2020-05-04 2020-09-16
5. CME GROUP INC   2019-10-16 2020-09-16
10. CSX CORP COM   2019-11-20 2020-09-16
4. CELANESE CORP DEL   2019-11-20 2020-09-16
1. CHARTER COMMUNICATIONS INC-A   2020-02-03 2020-09-16
10. CHEVRONTEXACO CORP   2019-11-20 2020-09-16
10. COCA-COLA CO USD   2019-11-20 2020-09-16
10. COMCAST CORP NEW CL A   2019-11-20 2020-09-16
2. COSTCO WHSL CORP NEW   2019-11-20 2020-09-16
1. CROWDSTRIKE HOLDINGS INC - A   2020-05-19 2020-09-16
4. DEERE & COMPANY   2019-11-20 2020-09-16
1. DISNEY (WALT) COMPANY HOLDING CO.   2019-11-20 2020-09-16
2. DOLLAR GENERAL CORP   2020-03-30 2020-09-16
10. EXELON CORP   2018-03-20 2020-09-16
10. EXXON MOBIL CORP   2006-08-18 2020-09-16
3. F M C CORP COM NEW   2020-07-15 2020-09-16
8. FACEBOOK INC   2019-11-20 2020-09-16
3. HOME DEPOT INC USD 0.05   2020-03-04 2020-09-16
5. HONEYWELL INTL INC   2019-11-20 2020-09-16
4. ILLINOIS TOOL WORKS INC COM   2019-11-20 2020-09-16
1. INTUIT INC COM   2020-02-19 2020-09-16
200. ISHARES MSCI EAFE INDEX FD   2018-11-20 2020-09-16
200. ISHARES TR S&P MIDCAP 400 INDEX FD   2018-11-20 2020-09-16
180. ISHARES CORE MSCI EMERGING   2017-06-16 2020-09-16
10. J P MORGAN CHASE & CO   2015-05-01 2020-09-16
1. KLA TENCOR CORP   2019-11-20 2020-09-16
2. ELI LILLY & CO COM   2020-06-23 2020-09-16
12. MICROSOFT CORP COM   2019-04-23 2020-09-16
10. MICRON TECHNOLOGY   2020-02-03 2020-09-16
10. MONDELEZ INTERNATIONAL INC   2019-10-16 2020-09-16
1. NEXTERA ENERGY INC   2019-11-20 2020-09-16
3. NIKE INC CL B   2019-11-20 2020-09-16
1. NVIDIA CORP   2020-01-23 2020-09-16
4. PAYPAL HOLDINGS INC   2019-11-20 2020-09-16
10. PFIZER INC COM   2020-08-24 2020-09-16
1. PROCTER & GAMBLE CO COM   2019-11-20 2020-09-16
3. PROCTER & GAMBLE CO COM   2019-07-17 2020-09-16
1. S & P GLOBAL INC   2016-11-22 2020-09-16
1. SALESFORCE COM INC   2019-06-11 2020-09-16
2. SEMPRA ENERGY   2020-01-31 2020-09-16
2. SKYWORKS SOLUTIONS INC   2020-09-09 2020-09-16
3. SQUARE INC - A   2019-11-20 2020-09-16
20. SYNCHRONY FINANCIAL   2019-11-20 2020-09-16
4. TEXAS INSTRUMENTS INC   2020-09-09 2020-09-16
1. TRADE DESK INC/THE   2020-03-09 2020-09-16
1. THERMO ELECTRON CORP   2016-09-26 2020-09-16
10. TRUIST FINL CORP   2019-11-20 2020-09-16
2. UNITED HEALTH GROUP INC   2019-11-20 2020-09-16
1. VERTEX PHARMACEUTICALS INC   2019-11-20 2020-09-16
5. VISA INC   2020-06-11 2020-09-16
10. VOYA FINANCIAL INC   2019-11-20 2020-09-16
1. ATLASSIAN CORP PLC-CLASS A   2019-11-20 2020-09-16
10. EATON CORP PLC   2019-11-20 2020-09-16
5. MEDTRONIC PLC   2019-11-20 2020-09-16
7. TRANE TECHNOLOGIES PLC   2019-11-20 2020-09-16
2. COSTCO WHSL CORP NEW   2019-11-20 2020-09-17
1. NIKE INC CL B   2018-11-16 2020-09-17
7. NIKE INC CL B   2019-11-20 2020-09-17
20. YUM BRANDS INC     2020-09-29
40. EXXON MOBIL CORP     2020-10-07
20. EXXON MOBIL CORP   2019-10-16 2020-10-07
13. ELI LILLY & CO COM   2020-06-23 2020-10-28
6. VERTEX PHARMACEUTICALS INC   2019-11-20 2020-10-30
5. VERTEX PHARMACEUTICALS INC   2019-10-16 2020-10-30
14. DISNEY (WALT) COMPANY HOLDING CO.   2019-11-20 2020-11-02
3. AMGEN INC   2020-06-25 2020-11-11
13. AMGEN INC   2015-05-01 2020-11-11
6. COSTCO WHSL CORP NEW   2019-11-20 2020-11-11
8. DOLLAR GENERAL CORP   2020-03-30 2020-11-11
14.8894 VIATRIS INC     2020-11-20
9.1106 VIATRIS INC   2015-05-01 2020-11-20
.8158 VIATRIS INC   2015-05-01 2020-11-25
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(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 25   24 1
b 1,888   2,268 -380
c 2,083   2,110 -27
d 2,403   2,666 -263
e 2,723   3,243 -520
1,750   1,608 142
3,525   3,378 147
1,301   1,278 23
1,457   1,505 -48
2,279   2,144 135
2,088   1,910 178
1,767   2,144 -377
1,358   1,505 -147
3,792   3,587 205
1,123   1,074 49
4,813   4,312 501
1,286   1,346 -60
2,423   2,638 -215
1,740   2,144 -404
1,528   1,277 251
1,784   1,282 502
3,219   3,243 -24
1,707   1,942 -235
1,521   1,813 -292
2,471   2,526 -55
2,111   2,222 -111
1,834   2,554 -720
12   18 -6
1,471   1,626 -155
1,482   1,044 438
7,500   6,538 962
6,777   7,405 -628
5,000   6,494 -1,494
493   348 145
530   706 -176
2,241   2,825 -584
1,275   2,539 -1,264
776   1,178 -402
10,000   9,691 309
30,000   36,403 -6,403
10,000   15,946 -5,946
1,592   6,339 -4,747
2,598   3,352 -754
2,268   3,289 -1,021
1,163   2,948 -1,785
1,510   1,824 -314
1,500   2,546 -1,046
1,947   2,961 -1,014
1,128   2,056 -928
1,100   1,277 -177
1,313   1,902 -589
532   934 -402
1,944   2,569 -625
741   897 -156
371   383 -12
1,187   1,168 19
728   961 -233
49,598   44,018 5,580
2,359   1,906 453
3,064   3,416 -352
777   854 -77
1,010   931 79
1,662   1,633 29
1,534   1,608 -74
2,051   2,144 -93
1,035   700 335
1,385   1,074 311
771   674 97
919   751 168
1,103   749 354
1,549   1,139 410
679   481 198
735   500 235
1,735   1,327 408
1,513   2,169 -656
1,698   1,837 -139
1,938   2,258 -320
3,862   3,911 -49
894   819 75
4,184   3,002 1,182
10,357   10,427 -70
5     5
1,516   1,596 -80
1,003   531 472
1,113   868 245
2,382   1,674 708
855   444 411
1,688   1,237 451
1,650   1,469 181
923   819 104
586   430 156
1,138   1,096 42
2,340   1,234 1,106
761   766 -5
1,111   934 177
787   478 309
3,344   1,791 1,553
1,378   1,084 294
345   121 224
40,000   41,885 -1,885
1,827   3,090 -1,263
909   411 498
1,636   1,307 329
412   353 59
208   105 103
335   133 202
3,186   3,101 85
2,929   1,510 1,419
1,542   1,307 235
382   237 145
10,594   9,912 682
107   91 16
486   300 186
305   235 70
3,132   1,712 1,420
300   541 -241
530   452 78
250   234 16
2,612   337 2,275
908   648 260
6,611   5,000 1,611
517   323 194
404   426 -22
596   599 -3
851   1,059 -208
802   704 98
456   502 -46
633   536 97
793   1,166 -373
512   534 -22
473   444 29
693   605 88
132   79 53
865   692 173
133   148 -15
406   296 110
365   383 -18
380   685 -305
337   322 15
2,120   1,584 536
855   703 152
855   907 -52
804   695 109
318   306 12
13,130   12,358 772
38,059   36,462 1,597
9,727   9,000 727
1,008   637 371
184   177 7
304   321 -17
2,492   1,498 994
507   538 -31
584   543 41
282   234 48
357   283 74
509   252 257
733   421 312
371   388 -17
139   122 17
416   348 68
358   121 237
253   150 103
242   320 -78
284   274 10
460   199 261
557   737 -180
564   558 6
446   222 224
436   156 280
406   542 -136
617   546 71
270   215 55
1,035   957 78
487   575 -88
172   127 45
1,051   899 152
541   559 -18
863   701 162
676   605 71
117   75 42
816   659 157
1,817   2,028 -211
1,335   2,714 -1,379
667   1,369 -702
1,722   2,087 -365
1,247   1,289 -42
1,039   884 155
1,689   2,072 -383
723   702 21
3,133   2,084 1,049
2,235   1,816 419
1,714   1,182 532
257   233 24
157   131 26
14   12 2
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
      4,237
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
b       -380
c       -27
d       -263
e       -520
      142
      147
      23
      -48
      135
      178
      -377
      -147
      205
      49
      501
      -60
      -215
      -404
      251
      502
      -24
      -235
      -292
      -55
      -111
      -720
      -6
      -155
      438
      962
      -628
      -1,494
      145
      -176
      -584
      -1,264
      -402
      309
      -6,403
      -5,946
      -4,747
      -754
      -1,021
      -1,785
      -314
      -1,046
      -1,014
      -928
      -177
      -589
      -402
      -625
      -156
      -12
      19
      -233
      5,580
      453
      -352
      -77
      79
      29
      -74
      -93
      335
      311
      97
      168
      354
      410
      198
      235
      408
      -656
      -139
      -320
      -49
      75
      1,182
      -70
      5
      -80
      472
      245
      708
      411
      451
      181
      104
      156
      42
      1,106
      -5
      177
      309
      1,553
      294
      224
      -1,885
      -1,263
      498
      329
      59
      103
      202
      85
      1,419
      235
      145
      682
      16
      186
      70
      1,420
      -241
      78
      16
      2,275
      260
      1,611
      194
      -22
      -3
      -208
      98
      -46
      97
      -373
      -22
      29
      88
      53
      173
      -15
      110
      -18
      -305
      15
      536
      152
      -52
      109
      12
      772
      1,597
      727
      371
      7
      -17
      994
      -31
      41
      48
      74
      257
      312
      -17
      17
      68
      237
      103
      -78
      10
      261
      -180
      6
      224
      280
      -136
      71
      55
      78
      -88
      45
      152
      -18
      162
      71
      42
      157
      -211
      -1,379
      -702
      -365
      -42
      155
      -383
      21
      1,049
      419
      532
      24
      26
      2
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 664
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................................ 1 367
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........................... 3 367
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- ..... 5 367
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 1,017
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,017
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 650
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet368 RefundedBullet 11 282
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)
    bulletNH
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletBNY MELLON NA Telephone no.bullet (617) 722-7574

    Located atbulletPO BOX 185PITTSBURGHPA ZIP+4bullet152300185
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    BNY MELLON N A TRUSTEE
    0
    22,418    
    PO BOX 185
    PITTSBURGH,PA152300185
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    1,713,512
    b
    Average of monthly cash balances.......................
    1b
    75,476
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,788,988
    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
    1,788,988
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    26,835
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,762,153
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    88,108
    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
    88,108
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    367
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    367
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    87,741
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    87,741
    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
    87,741
    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
    104,270
    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
    104,270
    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
    104,270
    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 87,741
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 27,821
    b From 2016...... 5,869
    c From 2017...... 15,011
    d From 2018...... 17,081
    e From 2019...... 14,949
    fTotal of lines 3a through e........ 80,731
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 104,270
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2020 distributable amount..... 87,741
    e Remaining amount distributed out of corpus 16,529
    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 97,260
    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 ..........
    0
    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) ...
    27,821
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
    69,439
    10 Analysis of line 9:
    a Excess from 2016.... 5,869
    b Excess from 2017.... 15,011
    c Excess from 2018.... 17,081
    d Excess from 2019.... 14,949
    e Excess from 2020.... 16,529
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    NONE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    MORRISON HOSPITAL ASSOCIATION
    6 TERRACE ST
    WHITFIELD,NH03598
    NONE PC GENERAL OPERATING 92,383
    Total .................................bullet 3a 92,383
    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 40,330  
    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 ............
        18 664  
    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)..   40,994  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    40,994
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 InvestmentsOtherSchedule2
    Name:
    GEORGE H MORRISON TRUST UWILL FBO MORRISON
    EIN:
    04-6013075
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    05569M368 BNY MELLON CORP BOND AT COST 212,933 228,529
    718172109 PHILIP MORRIS INTERN AT COST 7,596 8,196
    912828SV3 U S TREASURE NOTE AT COST 29,209 30,668
    91913Y100 VALERO ENERGY CORP N AT COST 4,740 2,829
    92826C839 VISA INC AT COST 12,658 19,467
    654106103 NIKE INC CL B AT COST 5,764 11,176
    G1151C101 ACCENTURE PLC IRELAN      
    00206RAX0 AT&T INC      
    037833100 APPLE COMPUTER INC C AT COST 5,759 52,147
    05569M780 BNY MELLON S/T US GV AT COST 113,987 115,019
    30231G102 EXXON MOBIL CORP      
    464287507 ISHARES TR S&P MIDCA AT COST 109,385 137,898
    595112103 MICRON TECHNOLOGY AT COST 9,722 15,788
    882508104 TEXAS INSTRUMENTS IN AT COST 9,185 11,981
    233203421 DFA EMERG MKTS CORE AT COST 32,786 38,922
    30161N101 EXELON CORP AT COST 3,448 3,800
    594918104 MICROSOFT CORP COM AT COST 8,761 41,815
    64110L106 NETFLIX COM INC AT COST 3,538 4,867
    20030NBF7 COMCAST CORP      
    437076102 HOME DEPOT INC USD 0 AT COST 4,589 8,234
    464287465 ISHARES MSCI EAFE IN AT COST 78,577 91,200
    478160104 JOHNSON & JOHNSON CO      
    78409V104 S & P GLOBAL INC AT COST 2,786 7,561
    91324P102 UNITED HEALTH GROUP AT COST 10,946 13,677
    02079K305 ALPHABET INC/CA AT COST 10,866 22,784
    58933Y105 MERCK & CO INC      
    717081DM2 PFIZER INC AT COST 26,153 27,473
    87165B103 SYNCHRONY FINANCIAL AT COST 8,610 10,066
    883556102 THERMO ELECTRON CORP AT COST 2,657 7,918
    00206R102 AT&T INC      
    00287Y109 ABBVIE INC AT COST 8,522 11,036
    031162100 AMGEN INC      
    05569M509 BNY MELLON MID CAP S AT COST 14,388 17,130
    126408103 CSX CORP COM AT COST 7,748 9,983
    00724F101 ADOBE SYS INC COM AT COST 3,888 7,502
    717081103 PFIZER INC COM AT COST 7,179 7,730
    742718109 PROCTER & GAMBLE CO AT COST 6,441 10,296
    748149AF8 PROVINCE OF QUEBEC AT COST 15,018 15,243
    912828NT3 U.S. TREASURY NOTE      
    30303M102 FACEBOOK INC AT COST 8,887 21,033
    3137EADB2 FED HOME LN MTG CORP AT COST 20,202 20,462
    46434G103 ISHARES CORE MSCI EM AT COST 38,821 47,771
    46625H100 J P MORGAN CHASE & C AT COST 7,324 14,613
    912828VS6 U S TREASURY NOTE AT COST 24,891 26,537
    023135106 AMAZON COM INC AT COST 6,577 32,569
    060505104 BANK AMER CORP AT COST 4,365 8,184
    06051GFS3 BANK OF AMERICA CORP AT COST 25,112 28,495
    110122108 BRISTOL MYERS SQUIBB AT COST 6,081 6,823
    166764100 CHEVRONTEXACO CORP AT COST 9,295 7,178
    254687106 DISNEY (WALT) COMPAN AT COST 5,444 7,428
    461202103 INTUIT INC COM AT COST 3,310 4,938
    05587K865 BNYM SELECT MGR S/C AT COST 24,472 34,289
    244199105 DEERE & COMPANY AT COST 7,426 11,569
    30063P105 EXACT SCIENCES CORP      
    05587K857 BNYM INTL STCK-Y AT COST 10,713 16,503
    17275R102 CISCO SYS INC      
    22160K105 COSTCO WHSL CORP NEW AT COST 4,215 5,275
    05588E850 BNY MELLON HIGH YIEL AT COST 34,097 34,171
    05589K400 BNYM FLTNG RT INC-Y AT COST 41,725 39,302
    191216100 COCA-COLA CO USD AT COST 9,981 10,420
    256746108 DOLLAR TREE INC      
    452308109 ILLINOIS TOOL WORKS AT COST 8,161 9,582
    482480100 KLA TENCOR CORP AT COST 3,464 5,178
    872590104 T -MOBILE US INC AT COST 2,431 4,180
    N6596X109 NXP SEMICONDUCTORS N      
    03027X100 AMERICAN TOWER CORP- AT COST 4,587 4,714
    09661F701 BNYM INTL SMALL CAP- AT COST 16,389 18,038
    26614N102 DUPONT DE NEMOURS IN      
    70450Y103 PAYPAL HOLDINGS INC AT COST 6,110 13,584
    79466L302 SALESFORCE COM INC AT COST 2,363 3,560
    89832Q109 TRUIST FINL CORP AT COST 8,029 8,723
    G06242104 ATLASSIAN CORP PLC-C AT COST 2,405 4,444
    016255101 ALIGN TECHNOLOGY INC      
    05587K824 BNYM SEL MGR S/C VAL AT COST 20,755 24,010
    808513105 SCHWAB CHARLES CORP AT COST 4,253 5,304
    92532F100 VERTEX PHARMACEUTICA      
    G5876H105 MARVELL TECHNOLOGY G      
    026874784 AMERICAN INTERNATION AT COST 11,733 9,844
    101137107 BOSTON SCIENTIFIC CO AT COST 8,592 7,909
    464287804 ISHARES TR S & P SMA AT COST 49,805 57,438
    609207105 MONDELEZ INTERNATION AT COST 7,505 8,186
    65339F101 NEXTERA ENERGY INC AT COST 5,351 7,098
    852234103 SQUARE INC - A AT COST 3,119 10,229
    05588D753 BNY MELLON INTL EQTY      
    12572Q105 CME GROUP INC AT COST 8,971 7,828
    260557103 DOW INC.      
    552953101 MGM MIRAGE      
    913017109 UNITED TECHNOLOGIES      
    929089100 VOYA FINANCIAL INC AT COST 7,007 7,645
    988498101 YUM BRANDS INC AT COST 4,494 4,994
    438516106 HONEYWELL INTL INC AT COST 9,428 11,273
    002824100 ABBOTT LABORATORIES AT COST 5,819 7,555
    007903107 ADVANCED MICRO DEVIC AT COST 3,809 9,171
    150870103 CELANESE CORP DEL AT COST 9,448 10,135
    20030N101 COMCAST CORP NEW CL AT COST 4,866 5,764
    21036P108 CONSTELLATION BRANDS      
    G29183103 EATON CORP PLC AT COST 7,331 9,491
    G47791101 INGERSOLL-RAND PLC      
    G5960L103 MEDTRONIC PLC AT COST 8,630 9,488
    126650100 CVS CORP AT COST 4,223 4,098
    29444U700 EQUINIX INC AT COST 6,355 7,856
    723787107 PIONEER NAT RES CO AT COST 3,888 3,417
    874039100 TAIWAN SEMICONDUCTOR      
    67103H107 O'REILLY AUTOMOTIVE AT COST 6,118 6,336
    G8994E103 TRANE TECHNOLOGIES P AT COST 8,153 11,903
    68902V107 OTIS WORLDWIDE CORP AT COST 3,564 4,661
    05569M491 MUN OPPORTUNITIES FD AT COST 45,678 48,441
    88339J105 TRADE DESK INC/THE AT COST 1,503 5,607
    G46188101 HORIZON THERAPEUTICS AT COST 3,753 3,658
    55024U109 LUMENTUM HOLDINGS IN AT COST 4,750 5,688
    532457108 ELI LILLY & CO COM AT COST 5,534 5,909
    816851109 SEMPRA ENERGY AT COST 4,964 3,950
    15135B101 CENTENE CORP DEL AT COST 5,325 4,802
    517834107 LAS VEGAS SANDS CORP AT COST 5,982 7,152
    22788C105 CROWDSTRIKE HOLDINGS AT COST 1,936 5,296
    256677105 DOLLAR GENERAL CORP AT COST 2,397 3,575
    009158106 AIR PRODUCTS AND CHE AT COST 4,747 6,011
    302491303 F M C CORP COM NEW AT COST 3,751 4,023
    67066G104 NVIDIA CORP AT COST 7,563 16,188
    16119P108 CHARTER COMMUNICATIO AT COST 7,351 9,262
    75513E101 RAYTHEON TECHNOLOGIE AT COST 3,117 2,717
    83088M102 SKYWORKS SOLUTIONS I AT COST 3,698 4,281
    87234N765 TCW EMERGING MARKETS AT COST 50,000 51,764

    TY 2020 OtherDecreasesSchedule
    Name:
    GEORGE H MORRISON TRUST UWILL FBO MORRISON
    EIN:
    04-6013075
    Description Amount
    ROUNDING 2


    TY 2020 OtherExpensesSchedule
    Name:
    GEORGE H MORRISON TRUST UWILL FBO MORRISON
    EIN:
    04-6013075
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER NON-ALLOCABLE EXPENSE - 2,760 0   2,760
    OTHER NON-ALLOCABLE EXPENSE - 85 0   85
    STATE INCOME TAXES - INCOME 75 0   75


    TY 2020 TaxesSchedule
    Name:
    GEORGE H MORRISON TRUST UWILL FBO MORRISON
    EIN:
    04-6013075
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 350 350   0
    FEDERAL TAX PAYMENT - PRIOR YE 288 0   0
    FEDERAL ESTIMATES - INCOME 1,017 0   0
    FOREIGN TAXES ON NONQUALIFIED 76 76   0