-
TIN:
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0052
20
20
Open to Public Inspection
For calendar year 2020, or tax year beginning
01-01-2020
, and ending
12-31-2020
Name of foundation
ST BANCORP CHARITABLE FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)
800 PHILADELPHIA STREET
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
INDIANA
,
PA
15701
A Employer identification number
25-1716950
B
Telephone number (see instructions)
(724) 465-1441
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
24,590
J
Accounting method:
Cash
Accrual
Other (specify)
(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)
1
Contributions, gifts, grants, etc., received (attach schedule)
270,960
2
Check
.............
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities
...
329
329
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
b
Gross sales price for all assets on line 6a
7
Capital gain net income (from Part IV, line 2)
...
0
8
Net short-term capital gain
.........
0
9
Income modifications
...........
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
....
c
Gross profit or (loss) (attach schedule)
.....
11
Other income (attach schedule)
.......
39,487
12
Total.
Add lines 1 through 11
........
310,776
329
13
Compensation of officers, directors, trustees, etc.
540
540
540
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)
...
0
19
Depreciation (attach schedule) and depletion
...
0
0
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
0
0
22
Printing and publications
..........
0
0
23
Other expenses (attach schedule)
.......
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
540
540
0
540
25
Contributions, gifts, grants paid
.......
357,763
357,763
26
Total expenses and disbursements.
Add lines 24 and 25
358,303
540
0
358,303
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-47,527
b
Net investment income
(if negative, enter -0-)
0
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
1
Cash—non-interest-bearing
.............
2
Savings and temporary cash investments
.........
72,027
24,590
24,590
3
Accounts receivable
Less: allowance for doubtful accounts
0
0
4
Pledges receivable
Less: allowance for doubtful accounts
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)
Less: allowance for doubtful accounts
0
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
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
0
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
72,027
24,590
24,590
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
)
23
Total liabilities
(add lines 17 through 22)
.........
0
Foundations that follow FASB ASC 958, check here
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
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
72,027
24,590
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)
.....
72,027
24,590
30
Total liabilities and net assets/fund balances
(see instructions)
.
72,027
24,590
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
72,027
2
Enter amount from Part I, line 27a
.....................
2
-47,527
3
Other increases not included in line 2 (itemize)
3
95
4
Add lines 1, 2, and 3
..........................
4
24,595
5
Decreases not included in line 2 (itemize)
5
5
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
24,590
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.)
1a
b
c
d
e
(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
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69
(l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-)
or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
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
...................
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
and enter “N/A" on line 1.
Date of ruling or determination letter:
(attach copy of letter if necessary–see instructions)
b
Reserved
................................
1
0
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
0
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
0
6
Credits/Payments:
a
2020 estimated tax payments and 2019 overpayment credited to 2020
6a
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
0
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
.......
9
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
11
Enter the amount of line 10 to be:
Credited to 2021 estimated tax
0
Refunded
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.
$
(2)
On foundation managers.
$
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
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)
PA
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 address
14
The books are in care of
S&T BANK
Telephone no.
(724) 465-1441
Located at
800 PHILADELPHIA STREET
INDIANA
PA
ZIP+4
15701
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over
Yes
No
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
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?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(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)?
...............
Yes
No
(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.)
.......
Yes
No
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
Organizations relying on a current notice regarding disaster assistance check here
........
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
Yes
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?
.............
Yes
No
If "Yes," list the years
20
,
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.
20
,
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?
......................
Yes
No
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))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
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
Organizations relying on a current notice regarding disaster assistance check here
.........
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?
..........
Yes
No
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?
.....................
Yes
No
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?
Yes
No
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?
.................
Yes
No
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
S&T Bank
TRUSTEE
1
540
800 PHILADELPHIA STREET
INDIANA
,
PA
15701
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
...................
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
.............
0
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
.........................
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
67,406
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
67,406
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
67,406
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
1,011
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
66,395
6
Minimum investment return.
Enter 5% of line 5
..................
6
3,320
Part XI
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part X, line 6
....................
1
3,320
2a
Tax on investment income for 2020 from Part VI, line 5
......
2a
0
b
Income tax for 2020. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
0
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
3,320
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
3,320
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
3,320
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
358,303
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
358,303
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
358,303
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
3,320
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
......
524,098
b
From 2016
......
388,125
c
From 2017
......
421,008
d
From 2018
......
364,486
e
From 2019
......
443,649
f
Total
of lines 3a through e
........
2,141,366
4
Qualifying distributions for 2020 from Part
XII, line 4:
$
358,303
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
.....
3,320
e
Remaining amount distributed out of corpus
354,983
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).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
2,496,349
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)
...
524,098
9
Excess distributions carryover to 2021.
Subtract lines 7 and 8 from line 6a
......
1,972,251
10
Analysis of line 9:
a
Excess from 2016
....
388,125
b
Excess from 2017
....
421,008
c
Excess from 2018
....
364,486
d
Excess from 2019
....
443,649
e
Excess from 2020
....
354,983
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
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
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.)
1
Information Regarding Foundation Managers:
a
List 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).)
b
List 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.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
BOBBIE WALKER
800 PHILADELPHIA STREET
INDIANA
,
PA
15701
(724) 465-1443
b
The form in which applications should be submitted and information and materials they should include:
REACH OUT TO THE FOUNDATION FOR A FULL APPLICATION
c
Any submission deadlines:
NONE
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
REACH OUT TO THE FOUNDATION REGARDING ANY RESTRICTIONS OR LIMITATIONS ON AWARDS
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)
a
Paid during the year
INDIANA COUNTY FAIR ASSOCIATION
POBOX 357
Indiana
,
PA
15701
NONE
PC
CHARITABLE
5,000
CENTRAL PENNSYLVANIA COMMUNITY
1330 11TH AVE
Altoona
,
PA
16601
NONE
PC
CHARITABLE
1,500
THE FRIENDSHIP CIRCLE OF PITTSBURGH
1922 MURRAY AVE
Pittsburgh
,
PA
15217
NONE
PC
CHARITABLE
5,000
WESTMORELAND CULTURAL TRUST
102 N MAIN STREET
GREENSBURG
,
PA
15601
NONE
PC
CHARITABLE
12,500
WESTMORELAND COUNTY BLIND ASSN
911 S MAIN ST
Greensburg
,
PA
15601
NONE
PC
CHARITABLE
2,500
ALICE PAUL HOUSE
PO BOX 417
Indiana
,
PA
15701
NONE
PC
CHARITABLE
10,000
AMERICAN CANCER SOCIETY
510 PELLIS ROAD SUITE 203
GREENSBURG
,
PA
15601
NONE
PC
CHARITABLE
10,500
PENN HIGHLANDS DUBOIS
PO BOX 3320
INDIANAPOLIS
,
IN
43206
NONE
PC
CHARITABLE
5,000
CREDC CHARITABLE CONTRIBUTION
3211 NORTH FRONT STREET
HARRISBURG
,
PA
17110
NONE
PC
CHARITABLE
7,500
LANCASTER CITY ALLIANCE
115 EAST KING STREET
LANCASTER
,
PA
17602
NONE
PC
CHARITABLE
5,000
CHILDREN'S MUSEUM OF PITTSBURGH
CHARITABLE CONTRIBUTION
10 CHILDRENS WAY
PITTSBURGH
,
PA
15212
NONE
PC
CHARITABLE
8,000
UNITED WAY OF INDANA COUNTY
982 PHILADELPHIA STREET
INDIANA
,
PA
15701
NONE
PC
CHARITABLE
34,039
HILLEL JEWISH UNIVERSITY CENTER
4607 FORBES AVENUE
PITTSBURGH
,
PA
15213
NONE
PC
EDUCATIONAL
1,500
CHEVY CHASE COMMUNITY ACTION COUNCIL
640 N 5TH STREET
INDIANA
,
PA
15701
NONE
PC
CHARITABLE
10,000
ST ANNE HOME
685 ANGELA DRIVE
GREENSBURG
,
PA
15601
NONE
PC
CHARITABLE
2,500
ST MARGARET FOUNDATION
815 FREEPORT ROAD
PITTSBURGH
,
PA
15215
NONE
PC
CHARITABLE
12,500
FAMILY HOUSE INC
5001 BAUM BOULEVARD SUTE 545
PITTSBURGH
,
PA
15213
NONE
PC
CHARITABLE
3,500
LANCASTER COUNTY CONSERVANCY
117 S WEST END AVENUE
LANCASTER
,
PA
17603
NONE
PC
CHARITABLE
1,750
INDIANA HEALTHCARE FOUNDATION
PO BOX 788
INDIANA
,
PA
15701
NONE
PC
CHARITABLE
13,500
PENN STATE CHARITABLE CONTRIBUTION
2583 GALWAY DRIVE
STATE COLLEGE
,
PA
16801
NONE
PC
CHARITABLE
6,000
HOPE INTERNATIONAL
227 GRANITE RUN DR SUITE 250
LANCASTER
,
PA
176016826
NONE
PC
CHARITABLE
2,500
FEHERTY'S TROOPS FIRST FOUNDATION
535 MAIN STREET 211
LAUREL
,
MD
20707
NONE
PC
CHARITABLE
5,000
DUBOIS AREA UNITED WAY
223 S JARED STREET
DUBOIS
,
PA
158012012
NONE
PC
CHARITABLE
10,000
JARI CHARITABLE CONTRIBUTION
JOHNSTOWN AREA REGIONAL INDUSTRIES INC
245 MARKET STREET
JOHNSTOWN
,
PA
15901
NONE
PC
CHARITABLE
2,500
DELMONT PUBLIC LIBRARY
77 GREENSBURG STREET
DELMONT
,
PA
15626
NONE
PC
CHARITABLE
10,000
CLARION COUNTY UNITED WAY
PO BOX 207
CLARION
,
PA
16214
NONE
PC
CHARITABLE
3,000
ABILITY PARTNERS FOUNDATION
5415 CO RD 30
CANANDAIGUA
,
NY
14424
NONE
PC
SUPPORT
2,000
ACCESS INC
230 WEST MARKET STREET
AKRON
,
OH
44303
NONE
PC
SUPPORT
6,000
AKRON-CANTON REGIONAL FOODBANK
350 OPPORTUNITY PKWY
AKRON
,
OH
44307
NONE
PC
SUPPORT
5,000
ALLEGHENY LUTHERAN SOCIAL MINISTRY
807 GOUCHER ST
JOHNSON
,
PA
15905
NONE
PC
SUPPORT
1,000
ALPHA OMEGA CHURCH
708 WABANK RD
LANCASTER
,
PA
17603
NONE
PC
SUPPORT
1,800
ALTOONA FOOD BANK
2100 6TH AVE
ALTOONA
,
PA
16602
NONE
PC
SUPPORT
1,800
BAILEYS BOTTOMS RANDOM ACTS OF KINDNESS
479 FOSTER ROAD
GREENSBURG
,
PA
15601
NONE
PC
SUPPORT
750
BETHESDA MISSION
PO BOX 3041
HARRISBURG
,
PA
17105
NONE
PC
SUPPORT
250
BIG BROTHERS BIG SISTERS
41 S CARLISLE ST
ALLENTOWN
,
PA
18109
NONE
PC
SUPPORT
1,000
BROOKVILLE FOOD PANTRY
142 ALLEGHENY BLVD
BROOKVILLE
,
PA
15825
NONE
PC
SUPPORT
1,800
CASA OF WESTMORELAND INC
2 N MAIN STREET
GREENSBURG
,
PA
15601
NONE
PC
SUPPORT
3,500
CLARION ZION BAPTIST CHURCH
114 ZION RD
CLARION
,
PA
16214
NONE
PC
SUPPORT
1,800
COMFORT CASES INC
15825 SHADY GROVE RD 60
ROCKVILLE
,
MD
20850
NONE
PC
SUPPORT
250
DAUPHIN COUNTY CASA
2080 LINGLESTOWN RD
HARRISBURG
,
PA
17110
NONE
PC
SUPPORT
2,500
DOROTHY DAY OUTREACH CENTER
115 ST MARY ST
LORETTO
,
PA
15940
NONE
PC
SUPPORT
1,800
DUBOIS SALVATION ARMY
119 S JARED ST
DUBOIS
,
PA
15801
NONE
PC
SUPPORT
1,800
FOOD FOR FAMILIES INC
4233 SE 182ND AVE
GRENSHAM
,
OR
97030
NONE
PC
SUPPORT
500
GIGI'S PLAYHOUSE ROCHESTER
372 GOODMAN ST N
ROCHESTER
,
NY
14607
NONE
PC
SUPPORT
1,000
HARRISBURG SALVATION ARMY
506 S 29TH ST
HARRISBURG
,
PA
17104
NONE
PC
SUPPORT
1,800
HILLIARD COMMUNITY FOUNDATION
5274 NORWICH ST
HILLIARD
,
OH
43026
NONE
PC
SUPPORT
1,000
HOMER CITY FOOD BANK
UNITED METHODIST CHURCH
2 S MAIN ST
HOMER CITY
,
PA
15748
NONE
PC
SUPPORT
1,800
HORIZON
206 W JAMES ST
LANCASTER
,
PA
17603
NONE
PC
SUPPORT
1,000
ICCAP
827 WATER STREET
INDIANA
,
PA
15701
NONE
PC
SUPPORT
6,000
INTERNATIONAL SOAP BOX DERBY
1000 GEORGE WASHINGTON BLVD
AKRON
,
OH
44312
NONE
PC
SUPPORT
1,750
JCC OF GREATER PITTSBURGH
5738 FORBES AVE
PITTSBURGH
,
PA
15217
NONE
PC
SUPPORT
1,000
JUNIOR ACHIEVEMENT OF WESTERN PA
90 EMERSON LN
BRIDGEVILLE
,
PA
15017
NONE
PC
SUPPORT
2,000
KENNETT FOOD PANTRY
136 W CEDAR ST
KENNETT SQUARE
,
PA
19348
NONE
PC
SUPPORT
1,800
KINPORT ASSEMBLY OF GOD
5658 PA-240
CHERRY TREE
,
PA
15724
NONE
PC
SUPPORT
500
KISKI VALLEY FOOD BANK
PO BOX 178
VANDERGRIFT
,
PA
15690
NONE
PC
SUPPORT
1,800
LEADERSHIP CUMBERLAND
4211 TRINDLE RD
CAMP HILL
,
PA
17011
NONE
PC
SUPPORT
3,250
LEECHBURG VOLUNTEER FIRE COMPANY
268 CANAL ST
LEECHBURG
,
PA
15656
NONE
PC
SUPPORT
500
NEW BETHLEHEM FOOD BANK
441 BROAD ST
NEW BETHLEHEM
,
PA
16242
NONE
PC
SUPPORT
1,800
PCARVISION OF HOPE
2101 NORTH FRONT STREET
HARRISBURG
,
PA
17110
NONE
PC
SUPPORT
1,550
PENN HIGHLANDS HEALTHCARE
204 HOSPITAL AVENUE
DUBOIS
,
PA
15801
NONE
PC
SUPPORT
6,000
REDSTONE PRESBYTERIAN SENIOR CARE
6 GARDEN CENTER DR
GREENSBURG
,
PA
15601
NONE
PC
SUPPORT
2,500
VETERANS LEADERSHIP PROGRAM
2934 SMALLMAN ST
PITTSBURGH
,
PA
15201
NONE
PC
SUPPORT
1,624
UNITED WAY OF SUMMIT COUNTY
37 N HIGH ST
AKRON
,
OH
44308
NONE
PC
SUPPORT
1,000
VNA EXTENDED HOME CARE INC
850 HOSPITAL RD
INDIANA
,
PA
15701
NONE
PC
SUPPORT
1,000
MAKE A WISH FOUNDATION OF METRO NY
500 FIFTH AVE
NEW YORK
,
NY
10110
NONE
PC
SUPPORT
2,000
VOLUNTEERS OF AMERICA
1660 DUKE STREET
ALEXANDRIA
,
VA
22314
NONE
PC
SUPPORT
250
ROCHESTER FOODLINK
1999 MT REED BLVD
ROCHESTER
,
NY
14615
NONE
PC
SUPPORT
1,800
PUNXSUTAWNEY AREA HOSPITAL
81 HILLCREST DR
PUNXSUTAWNEY
,
PA
15767
NONE
PC
SUPPORT
5,000
DERRY FOOD BANK
18 FOLSOM ROAD
Derry
,
PA
03038
NONE
PC
CHARITABLE
1,800
FORD CITY FOOD BANK
810 MAIN ST
Ford City
,
PA
16226
NONE
PC
CHARITABLE
1,800
WHITE TOWNSHIP FOOD PANTRY
219 HARDWICK ST
Belvidere
,
NJ
07823
NONE
PC
CHARITABLE
5,000
IRWIN FOOD BANK
100 DEVONSHIRE DR
Delmont
,
PA
15626
NONE
PC
CHARITABLE
1,800
URBAN VISION
749 BLAINE AVE
AKRON
,
OH
44310
NONE
PC
SUPPORT
1,000
WARRIORS ROCK
1323 MOUNT PLEASANT ROAD
GREENSBURG
,
PA
15601
NONE
PC
SUPPORT
1,000
MARION CENTER FOOD BANK
342 N MAIN ST
Marion
,
OH
43302
NONE
PC
CHARITABLE
1,800
PUNXSUTAWNEY FOOD BANK
24 SADDLE CLUB RD
Punxsutawney
,
PA
15767
NONE
PC
CHARITABLE
1,800
KITTANNING FOOD BANK
705 BUTLER RD
KITTANNING
,
PA
16201
NONE
PC
SUPPORT
1,800
PLUM FOOD PANTRY
81 SANDUNE DR
PITTSBURGH
,
PA
15239
NONE
PC
SUPPORT
5,000
SALTSBURG FOOD BANK
105 POINT ST
Saltsburg
,
PA
15681
NONE
PC
CHARITABLE
1,800
SQUIRREL HILL FOOD PANTRY
828 HAZELWOOD AVENUE
PITTSBURGH
,
PA
15217
NONE
PC
SUPPORT
1,800
ROSEDALE FOOD PANTRY
5501 3RD ST
VERONA
,
PA
15147
NONE
PC
SUPPORT
1,800
ALZHEIMERS ASSOCIATION
1100 LIBERTY AVENUE
PITTSBURGH
,
PA
15222
NONE
PC
CHARITABLE
2,500
AMERICAN HEART ASSOCIATION
EASTERN STATES- ACCTS REC
PO BOX 4002012
DES MOINES
,
IA
503402012
NONE
PC
CHARITABLE
1,800
SAINT VINCENT DE PAUL SOCIETY
718 4TH AVE
FORD CITY
,
PA
16226
NONE
PC
SUPPORT
1,800
ST ANTHONY CHARITABLE FOUNDATION
2000 CORPORATE DR
WEXFORD
,
PA
15090
NONE
PC
SUPPORT
2,500
HEAD FOR THE CURE
1607 OAK STREET
KANSAS CITY
,
MO
64108
NONE
PC
SUPPORT
3,000
CENTRAL PENNSYLVANIA FOOD BANK
3908 COREY ROAD
HARRISBURG
,
PA
171095929
NONE
PC
CHARITABLE
5,000
HILLIARD COMMUNITY ASSISTANCE COUNCIL
PO BOX 1251
HILLIARD
,
OH
43026
NONE
PC
SUPPORT
2,500
BRUSH VALLEY BRETHREN CHURCH
112 CHURCH DR
ADRIAN
,
PA
162102112
NONE
PC
CHARITABLE
1,800
UNITED WAY OF SOUTHWESTERN PA
1011 OLD SALEM ROAD
GREENSBURG
,
PA
15601
NONE
PC
CHARITABLE
8,500
YMCA INDIANA COUNTY PENNSYLVANIA
60 BEN FRANKLIN RD N
INDIANA
,
PA
157011593
NONE
PC
CHARITABLE
11,000
WESTMORELAND COUNTY FOOD BANK
100 DEVONSHIRE DR
DELMONT
,
PA
15626
NONE
PC
SUPPORT
5,000
WESTMORELAND EDUCATIONAL FOUNDATION
WESTMORELAND CNTY COMM COLLEGE
145 PAVILION LANE
YOUNGWOOD
,
PA
15697
NONE
PC
EDUCATIONAL
2,500
PORTAGE AREA FOOD PANTRY INC
813 JEFFERSON AVE
PORTAGE
,
PA
15946
NONE
PC
SUPPORT
1,800
FRIENDS OF WESTERN PA
3262 ROUTE 322
BROOKVILLE
,
PA
15825
NONE
PC
SUPPORT
1,500
AKRON AREA YMCA
209 SOUTH MAIN STREET 501
AKRON
,
OH
44308
NONE
PC
CHARITABLE
3,050
FAMILY PROMISE
71 SUMMIT AVE
Summit
,
NJ
07901
NONE
PC
CHARITABLE
250
AIM FOR THE SKY FUND
400 MULBERRY ST
NEWPORT
,
PA
17074
NONE
PC
SUPPORT
1,000
Total
.................................
3a
357,763
b
Approved for future payment
Total
.................................
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.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees 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
329
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not 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
............
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
OTHER REVENUE
39,487
b
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
39,816
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
39,816
(See worksheet in line 13 instructions to verify calculations.)
Part XVI-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
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?
...........
Yes
No
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's Signature
Date
Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-PF
(2020)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description
-
TIN:
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Attach to Form 990, 990-EZ, or 990-PF.
Go to
www.irs.gov/Form990
for the latest information.
OMB No. 1545-0047
20
20
Name of the organization
ST BANCORP CHARITABLE FOUNDATION
Employer identification number
25-1716950
Organization type
(check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)(
) (enter number) organization
4947(a)(1) nonexempt charitable trust
not
treated as a private foundation
527 political organization
Form 990-PF
501(c)(3) exempt private foundation
4947(a)(1) nonexempt charitable trust treated as a private foundation
501(c)(3) taxable private foundation
Check if your organization is covered by the
General Rule
or a
Special Rule.
Note:
Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33
1
/3
% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of
(1)
$5,000 or
(2)
2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000
exclusively
for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions
exclusively
for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an
exclusively
religious, charitable, etc., purpose. Don't complete any of the parts unless the
General Rule
applies to this organization because it received
nonexclusively
religious, charitable, etc., contributions totaling $5,000 or more during the year
.........
$
Caution:
An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it
must
answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613X
Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
Page
2
Name of organization
ST BANCORP CHARITABLE FOUNDATION
Employer identification number
25-1716950
Part I
Contributors
Contributors
(see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
1
S&T BANK
800 PHILADELPHIA STREET
INDIANA
,
PA
15701
$
270,960
Person
Payroll
Noncash
(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
$
Person
Payroll
Noncash
(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
$
Person
Payroll
Noncash
(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
$
Person
Payroll
Noncash
(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
$
Person
Payroll
Noncash
(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
$
Person
Payroll
Noncash
(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
Page
3
Name of organization
ST BANCORP CHARITABLE FOUNDATION
Employer identification number
25-1716950
Part II
Noncash Property
(see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
$
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
$
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
$
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
$
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
$
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
$
Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
Page
4
Name of organization
ST BANCORP CHARITABLE FOUNDATION
Employer identification number
25-1716950
Part III
Exclusively
religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns
(a)
through
(e) and
the following line entry. For organizations completing Part III, enter the total of
exclusively
religious, charitable, etc., contributions of
$1,000 or less
for the year. (Enter this information once. See instructions.)
$
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I
(b) Purpose of gift
(c) Use of gift
(d) Description of how gift is held
(e) Transfer of gift
Transferee's name, address, and ZIP 4
Relationship of transferor to transferee
(a)
No. from Part I
(b) Purpose of gift
(c) Use of gift
(d) Description of how gift is held
(e) Transfer of gift
Transferee's name, address, and ZIP 4
Relationship of transferor to transferee
(a)
No. from Part I
(b) Purpose of gift
(c) Use of gift
(d) Description of how gift is held
(e) Transfer of gift
Transferee's name, address, and ZIP 4
Relationship of transferor to transferee
(a)
No. from Part I
(b) Purpose of gift
(c) Use of gift
(d) Description of how gift is held
(e) Transfer of gift
Transferee's name, address, and ZIP 4
Relationship of transferor to transferee
Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
Additional Data
Software ID:
Software Version:
-
TIN:
TY 2020 OtherDecreasesSchedule
Name:
ST BANCORP CHARITABLE FOUNDATION
EIN:
25-1716950
Description
Amount
2020 TRANS POSTED IN 2021
5
-
TIN:
TY 2020 OtherIncomeSchedule2
Name:
ST BANCORP CHARITABLE FOUNDATION
EIN:
25-1716950
Description
Revenue And Expenses Per Books
Net Investment Income
Adjusted Net Income
SELF-DEALING REIMBURSEMENT
39,487
0
-
TIN:
TY 2020 OtherIncreasesSchedule
Name:
ST BANCORP CHARITABLE FOUNDATION
EIN:
25-1716950
Description
Amount
2019 TRANS POSTED IN 2020
95