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
ETTA MAY PETTYJOHN CHARITABLE TRUST FBO PA
 
Number and street (or P.O. box number if mail is not delivered to street address)14 N MAIN STREET PO BOX 559
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SOUDERTON, PA189640197
A Employer identification number

38-7161686
B Telephone number (see instructions)

(215) 721-2549
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$2,118,502J 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 9,555 9,555  
4 Dividends and interest from securities... 24,269 24,269  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 77,433
b Gross sales price for all assets on line 6a 882,429
7 Capital gain net income (from Part IV, line 2)... 77,433
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........ 111,257 111,257  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 22,430      
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)....... Click to see attachment 550 0 0 0
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 725 25   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.......... 23,705 25 0 0
25 Contributions, gifts, grants paid....... 96,883 96,883
26 Total expenses and disbursements. Add lines 24 and 25 120,588 25 0 96,883
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -9,331
b Net investment income (if negative, enter -0-) 111,232
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......... 86,562 121,516 121,516
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) 188,400 Click to see attachment200,000 199,286
b Investments—corporate stock (attach schedule)....... 674,676 Click to see attachment656,524 983,637
c Investments—corporate bonds (attach schedule)....... 192,795 Click to see attachment189,549 199,736
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 500,279 Click to see attachment478,634 614,327
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment1,610 Click to see attachment1,610  
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,644,322 1,647,833 2,118,502
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........... 1,644,322 1,647,833
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........    
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)..... 1,644,322 1,647,833
30 Total liabilities and net assets/fund balances (see instructions). 1,644,322 1,647,833
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
1,644,322
2
Enter amount from Part I, line 27a .....................
2
-9,331
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
12,842
4
Add lines 1, 2, and 3 ..........................
4
1,647,833
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,647,833
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 46. ABBVIE INC.   2018-10-09 2020-03-03
b 15. ABBVIE INC.   2017-03-10 2020-06-19
c 6. ABBVIE INC.   2019-07-24 2020-11-23
d 1. AIR PRODUCTS & CHEMICALS INC   2017-03-10 2020-06-19
e 13. AIR PRODUCTS & CHEMICALS INC   2017-03-10 2020-09-04
1. ALLSTATE CORP   2018-02-26 2020-03-03
17. ALLSTATE CORP   2018-02-26 2020-06-19
1. ALPHABET INC CLASS A   2017-03-10 2020-03-03
3. ALPHABET INC CLASS A   2019-07-24 2020-09-04
2. AMAZON COM INC.   2020-03-03 2020-06-19
2. AMAZON COM INC.   2020-03-03 2020-09-04
239.879 AMERICAN BEACON SMALL CAP VALUE INV   2017-03-10 2020-11-23
9. AMERICAN EXPRESS CO   2020-06-19 2020-09-04
2. AMERICAN EXPRESS CO   2020-06-19 2020-11-23
3. AMERICAN TOWER REIT   2020-03-03 2020-06-19
1. AMERICAN TOWER REIT   2020-03-03 2020-09-04
211. AMERISOURCE BERGEN CORP   2019-01-07 2020-03-03
1. AMERISOURCE BERGEN CORP   2019-07-24 2020-03-03
8. AMGEN   2017-03-10 2020-03-03
7. AMGEN   2017-03-10 2020-06-19
9. AMGEN   2019-07-24 2020-09-04
14. APPLE INC.   2019-01-07 2020-03-03
18. APPLE INC.   2019-01-07 2020-06-19
120. APPLE INC.   2019-01-07 2020-09-04
130. AUTOMATIC DATA PROCESSING INC   2018-10-09 2020-11-23
35. AUTOMATIC DATA PROCESSING INC   2020-03-03 2020-11-23
25. AUTOMATIC DATA PROCESSING INC   2020-09-04 2020-11-23
52. BANK AMERICA CORP COM   2018-02-26 2020-03-03
37. BANK AMERICA CORP COM   2018-02-26 2020-09-04
25000. BARCLAYS BANK 3.500% 02/16/20   2012-02-07 2020-02-16
7. BECTON DICKINSON & CO   2019-01-07 2020-03-03
1. BECTON DICKINSON & CO   2017-03-10 2020-09-04
1. BOOKING HLDGS INC   2018-09-07 2020-03-03
12. BOOKING HLDGS INC   2018-10-09 2020-04-30
1. BOOKING HLDGS INC   2019-07-24 2020-04-30
19. BROADCOM INC COM   2020-03-03 2020-04-30
75. BROADCOM INC COM   2018-10-09 2020-04-30
83. CVS CORP.   2018-12-14 2020-03-03
1. CVS CORP.   2018-12-14 2020-06-19
9. CVS CORP.   2018-12-14 2020-11-23
100. CARRIER GLOBAL CORPORATION   2019-01-07 2020-04-30
53. COGNIZANT TECHOLOGY SOLUTIONS   2020-03-03 2020-06-19
43. COGNIZANT TECHOLOGY SOLUTIONS   2019-07-24 2020-06-19
337. COGNIZANT TECHOLOGY SOLUTIONS   2019-01-07 2020-06-19
8. COMCAST CORP NEW CLASS A   2018-09-07 2020-03-03
60. COMCAST CORP NEW CLASS A   2018-09-07 2020-09-04
18. COMCAST CORP NEW CLASS A   2018-09-07 2020-11-23
159. CONOCOPHILLIPS COM   2019-01-07 2020-03-03
36. CONOCOPHILLIPS COM   2019-07-24 2020-03-03
3. CONSTELLATION BRANDS, INC.   2018-02-26 2020-06-19
6. CONSTELLATION BRANDS, INC.   2018-02-26 2020-09-04
7. COSTCO WHOLESALE CORP NEW   2018-02-26 2020-03-03
9. COSTCO WHOLESALE CORP NEW   2017-07-18 2020-09-04
2. COSTCO WHOLESALE CORP NEW   2013-10-04 2020-11-23
62. DXC TECHNOLOGY CO   2019-07-24 2020-03-03
354. DXC TECHNOLOGY CO   2019-01-07 2020-03-03
25. DISNEY COMPANY   2017-10-13 2020-09-04
226. DISCOVER FINANCIAL SERVICES   2019-01-07 2020-06-19
38. DISCOVER FINANCIAL SERVICES   2020-03-03 2020-06-19
25000. DELL EMC, INC. 3.3750% 06/01/23   2013-07-10 2020-04-27
26. EOG RESOURCES   2019-07-24 2020-03-03
104. EOG RESOURCES   2019-01-07 2020-03-03
351.605 AMERICAN FUNDS EUROPACIFIC GROWTH F1   2018-10-09 2020-09-08
58.585 AMERICAN FUNDS EUROPACIFIC GROWTH F1   2017-03-10 2020-11-23
18. FACEBOOK INC. CLASS A   2017-03-10 2020-06-19
20. FACEBOOK INC. CLASS A   2017-03-10 2020-09-04
50000. FEDERAL HOME LOAN BANKS 2.1800% 05/24/24   2016-05-17 2020-02-25
25000. FEDERAL HOME LOAN BANKS 1.0700% 04/15/24   2020-03-31 2020-10-15
13400. FEDERAL HOME LOAN BANK 2.130% 12/13/22   2012-12-04 2020-02-03
30000. FEDERAL FARM CR BKS 1.7500% 07/05/22   2016-06-29 2020-03-03
20000. FEDERAL FARM CR BKS 2.0000% 08/22/25   2016-08-10 2020-03-13
25000. FEDERAL FARM CR BKS 3.6500% 02/04/28   2019-01-24 2020-02-04
25000. FEDERAL FARM CR BKS 2.4500% 12/04/28   2019-12-03 2020-12-04
25000. FEDERAL NATL MTG ASSN 1.5000% 07/27/21   2016-07-13 2020-04-27
15. FEDEX CORP   2017-03-10 2020-03-03
25. FEDEX CORP   2019-07-24 2020-09-04
6. FEDEX CORP   2019-01-07 2020-11-23
24. GENERAL DYNAMICS CORP   2019-01-07 2020-06-19
47. GENERAL DYNAMICS CORP   2019-01-07 2020-11-23
10. GENERAL DYNAMICS CORP   2020-03-03 2020-11-23
1. GENERAL DYNAMICS CORP   2020-09-04 2020-11-23
2. GLOBAL PAYMENTS   2018-10-09 2020-09-04
2. GLOBAL PAYMENTS   2018-10-09 2020-11-23
8. HOME DEPOT INC   2018-10-09 2020-06-19
13. HOME DEPOT INC   2018-10-09 2020-09-04
10. HONEYWELL INTERNATIONAL INC.   2019-01-07 2020-03-03
12. HONEYWELL INTERNATIONAL INC.   2017-03-10 2020-09-04
42. INTERCONTINENTAL EXCHANGE GROUP INC.   2017-03-10 2020-03-03
2. INTERCONTINENTAL EXCHANGE GROUP INC.   2017-03-10 2020-06-19
21. INTERCONTINENTAL EXCHANGE GROUP INC.   2017-03-10 2020-09-04
24. IQVIA HLDGS INC   2020-03-03 2020-09-04
2. J. P. MORGAN CHASE & CO. COM   2017-03-10 2020-03-03
3. J. P. MORGAN CHASE & CO. COM   2017-03-10 2020-06-19
9. J. P. MORGAN CHASE & CO. COM   2019-07-24 2020-09-04
10. J. P. MORGAN CHASE & CO. COM   2017-03-10 2020-11-23
32.049 JANUS HENDERSON ENTERPRISE A   2018-05-18 2020-09-08
10.96 JANUS HENDERSON ENTERPRISE A   2018-05-18 2020-11-23
9. JOHNSON & JOHNSON   2018-10-09 2020-03-03
2. JOHNSON & JOHNSON   2017-09-07 2020-06-19
9. JOHNSON & JOHNSON   2019-07-24 2020-09-04
25000. JPMORGAN CHASE BK NA COLUMB 1.6000% 05/08/28   2020-04-28 2020-11-09
12. KIMBERLY CLARK CORP   2018-02-26 2020-09-04
18. MICROSOFT CORPORATION   2020-06-19 2020-09-04
4. MONSTER BEVERAGE CORP NEW   2019-07-24 2020-03-03
9. MONSTER BEVERAGE CORP NEW   2019-03-25 2020-06-19
22. MONSTER BEVERAGE CORP NEW   2019-07-24 2020-09-04
7. NEXTERA ENERGY INC. COM   2020-03-03 2020-09-04
3. NEXTERA ENERGY INC. COM   2020-03-03 2020-11-23
16. NIKE INC. CLASS B   2017-03-10 2020-03-03
12. NIKE INC. CLASS B   2017-03-10 2020-06-19
34. NIKE INC. CLASS B   2019-07-24 2020-09-04
20. NIKE INC. CLASS B   2017-10-13 2020-11-23
18. O REILLY AUTOMOTIVE INC NEW   2020-04-30 2020-06-19
8. O REILLY AUTOMOTIVE INC NEW   2020-04-30 2020-09-04
65. OCCIDENTAL PETROLEUM   2019-07-24 2020-03-03
154. OCCIDENTAL PETROLEUM   2019-01-07 2020-03-03
50. OTIS WORLDWIDE CORP   2019-01-07 2020-04-30
15. PNC BANK CORP.   2018-10-10 2020-03-03
14. PNC BANK CORP.   2017-03-10 2020-06-19
4. PNC BANK CORP.   2019-07-24 2020-09-04
118. PNC BANK CORP.   2019-01-07 2020-11-23
30. PACCAR INC   2018-02-26 2020-03-03
72. PACCAR INC   2018-02-26 2020-06-19
18. PACCAR INC   2018-02-26 2020-09-04
201. T. ROWE PRICE GROUP   2019-01-07 2020-03-03
16. RAYTHEON TECHNOLOGIES CORP   2017-09-07 2020-11-23
229. SCHLUMBERGER LTD   2019-01-07 2020-03-03
34. SCHLUMBERGER LTD   2019-07-24 2020-03-03
415. UTILITIES SELECT SECTOR SPDR ETF   2017-03-10 2020-03-03
9. UTILITIES SELECT SECTOR SPDR ETF   2019-07-24 2020-03-03
2. SEMPRA ENERGY INC.   2020-03-03 2020-09-04
2. SHERWIN WILLIAMS CO   2017-09-07 2020-06-19
4. SHERWIN WILLIAMS CO   2017-09-07 2020-09-04
23. SKYWORKS SOLUTIONS INC. COM   2020-06-19 2020-09-04
280. SUNCOR ENERGY INC. NEW ADR   2019-01-07 2020-03-03
27. SUNCOR ENERGY INC. NEW ADR   2019-07-24 2020-03-03
30000. TEVA PHARMACEUTICAL 2.250% 03/18/20   2013-08-06 2020-03-18
4. THERMO FISHER SCIENTIFIC INC. COM   2017-03-10 2020-03-03
8. THERMO FISHER SCIENTIFIC INC. COM   2017-03-10 2020-06-19
13. THERMO FISHER SCIENTIFIC INC. COM   2017-03-10 2020-09-04
1. UNITED TECHNOLOGIES CORP   2017-03-10 2020-03-03
237. V.F. CORPORATION   2019-01-07 2020-03-03
150. VANGUARD TOTAL INTERNATIONAL STOCK ETF   2019-07-24 2020-09-04
49. VANGUARD TOTAL INTERNATIONAL STOCK ETF   2019-07-24 2020-11-23
73.433 VANGUARD EXPLORER FUND ADMIRAL   2018-02-26 2020-09-08
30.843 VANGUARD EXPLORER FUND ADMIRAL   2017-03-10 2020-11-23
29. VERIZON COMMUNICATIONS   2018-10-09 2020-03-03
20. VERIZON COMMUNICATIONS   2019-07-24 2020-09-04
14. VISA INC. COM CLASS A   2017-03-10 2020-09-04
61.818 WELLS FARGO SPECIAL MID CAP VALUE FUND   2018-02-26 2020-11-23
6. AMDOCS LTD   2020-06-19 2020-09-04
63. TE CONNECTIVITY LTD   2017-09-07 2020-09-04
18. TE CONNECTIVITY LTD   2017-03-10 2020-11-23
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(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 4,038   3,531 507
b 1,452   993 459
c 611   405 206
d 238   139 99
e 3,876   1,324 2,552
110   96 14
1,685   1,627 58
1,341   861 480
4,750   2,863 1,887
5,384   3,828 1,556
6,592   3,828 2,764
5,416   6,386 -970
952   910 42
233   202 31
784   731 53
251   244 7
18,119   13,212 4,907
86   87 -1
1,636   1,455 181
1,638   1,273 365
2,247   1,596 651
4,074   2,074 2,000
6,268   2,666 3,602
14,587   4,134 10,453
22,351   19,569 2,782
6,018   5,503 515
4,298   3,617 681
1,454   1,687 -233
981   1,201 -220
25,000   25,000  
1,681   1,392 289
234   185 49
1,682   1,906 -224
17,684   17,758 -74
1,474   1,918 -444
5,165   5,259 -94
20,389   7,993 12,396
5,214   6,691 -1,477
65   72 -7
602   647 -45
1,750   1,281 469
2,882   3,190 -308
2,338   2,828 -490
18,324   18,348 -24
334   290 44
2,671   2,175 496
898   650 248
7,736   6,037 1,699
1,751   2,168 -417
554   653 -99
1,144   1,307 -163
2,133   1,144 989
3,121   1,289 1,832
763   229 534
1,379   3,507 -2,128
7,873   28,729 -20,856
3,300   2,538 762
12,180   12,988 -808
2,048   2,475 -427
24,944   24,699 245
1,642   2,284 -642
6,568   9,657 -3,089
19,925   18,003 1,922
3,737   2,797 940
4,278   2,500 1,778
5,680   2,777 2,903
50,000   50,000  
25,000   25,000  
13,400   13,400  
30,000   30,000  
20,000   20,000  
25,000   25,000  
25,000   25,000  
25,000   25,000  
2,014   2,881 -867
5,658   4,391 1,267
1,716   903 813
3,795   4,225 -430
7,066   6,464 602
1,503   1,631 -128
150   152 -2
347   236 111
384   236 148
1,994   1,572 422
3,513   2,224 1,289
1,634   1,313 321
2,001   1,463 538
3,979   2,535 1,444
189   121 68
2,101   1,265 836
3,854   3,418 436
235   183 52
294   274 20
932   848 84
1,181   914 267
4,349   3,954 395
1,708   1,352 356
1,217   1,256 -39
289   259 30
1,337   1,166 171
25,000   25,000  
1,827   1,415 412
3,882   3,486 396
256   258 -2
629   492 137
1,806   1,421 385
1,944   1,871 73
224   200 24
1,461   905 556
1,166   678 488
3,827   1,840 1,987
2,682   1,033 1,649
7,589   6,963 626
3,766   3,095 671
2,160   3,389 -1,229
5,118   9,708 -4,590
2,534   1,920 614
1,898   2,022 -124
1,517   1,769 -252
452   520 -68
15,795   12,162 3,633
2,041   2,146 -105
5,381   5,151 230
1,546   1,288 258
24,929   15,047 9,882
1,161   1,019 142
6,181   13,076 -6,895
918   1,375 -457
27,200   17,236 9,964
590   538 52
242   284 -42
1,168   679 489
2,720   1,358 1,362
3,224   2,946 278
7,426   8,301 -875
716   829 -113
30,000   28,977 1,023
1,250   638 612
2,823   1,276 1,547
5,325   2,073 3,252
134   112 22
16,994   19,890 -2,896
7,977   8,145 -168
2,823   2,580 243
7,221   6,386 835
3,605   2,609 996
1,625   1,600 25
1,210   1,119 91
2,870   1,234 1,636
2,578   2,362 216
354   370 -16
6,190   4,820 1,370
2,032   1,343 689
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
      8,989
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       507
b       459
c       206
d       99
e       2,552
      14
      58
      480
      1,887
      1,556
      2,764
      -970
      42
      31
      53
      7
      4,907
      -1
      181
      365
      651
      2,000
      3,602
      10,453
      2,782
      515
      681
      -233
      -220
       
      289
      49
      -224
      -74
      -444
      -94
      12,396
      -1,477
      -7
      -45
      469
      -308
      -490
      -24
      44
      496
      248
      1,699
      -417
      -99
      -163
      989
      1,832
      534
      -2,128
      -20,856
      762
      -808
      -427
      245
      -642
      -3,089
      1,922
      940
      1,778
      2,903
       
       
       
       
       
       
       
       
      -867
      1,267
      813
      -430
      602
      -128
      -2
      111
      148
      422
      1,289
      321
      538
      1,444
      68
      836
      436
      52
      20
      84
      267
      395
      356
      -39
      30
      171
       
      412
      396
      -2
      137
      385
      73
      24
      556
      488
      1,987
      1,649
      626
      671
      -1,229
      -4,590
      614
      -124
      -252
      -68
      3,633
      -105
      230
      258
      9,882
      142
      -6,895
      -457
      9,964
      52
      -42
      489
      1,362
      278
      -875
      -113
      1,023
      612
      1,547
      3,252
      22
      -2,896
      -168
      243
      835
      996
      25
      91
      1,636
      216
      -16
      1,370
      689
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 77,433
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 1,546
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 1,546
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,546
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 1,608
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 1,608
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 62
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet62 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletPA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .Click to see attachment
    8b
     
    No
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletUNIVEST BANK AND TRUST CO, TRUST SERVICES Telephone no.bullet (215) 721-2549

    Located atbullet14 N MAIN STREET PO BOX 197SOUDERTONPA ZIP+4bullet18964
    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
     
     
    ........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
    Univest Bank Trustee
    1     		22,430    
    14 N Main St
    Souderton,PA18964
    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
    1,759,848
    b
    Average of monthly cash balances.......................
    1b
    136,543
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,896,391
    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
    1,896,391
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    28,446
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,867,945
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    93,397
    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
    93,397
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    1,546
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,546
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    91,851
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    91,851
    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
    91,851
    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
    96,883
    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
    96,883
    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
    96,883
    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 91,851
    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...... 0
    b From 2016...... 587,376
    c From 2017...... 113,772
    d From 2018...... 15,065
    e From 2019...... 2,373
    fTotal of lines 3a through e........ 718,586
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 96,883
    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..... 91,851
    e Remaining amount distributed out of corpus 5,032
    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 5 723,618
    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) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		723,618
    10 Analysis of line 9:
    a Excess from 2016.... 587,376
    b Excess from 2017.... 113,772
    c Excess from 2018.... 15,065
    d Excess from 2019.... 2,373
    e Excess from 2020.... 5,032
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    University of PA
    Graduate School of Education
    C/O MARGARET HEER
    Philadelphia,PA19104     		  PC GENERAL 96,883
    Total .................................bullet 3a 96,883
    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 ...........     		    14 9,555  
    4 Dividends and interest from securities....     14 24,269  
    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 77,433  
    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)..   111,257  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    111,257
    (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 AccountingFeesSchedule
    Name:
    ETTA MAY PETTYJOHN CHARITABLE TRUST FBO PA
    EIN:
    38-7161686
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 550      

    TY 2020 ExplnOfNonFilingWithAGStmt
    Name:
    ETTA MAY PETTYJOHN CHARITABLE TRUST FBO PA
    EIN:
    38-7161686
    Statement:
    This entity is exempt from registration in PA.

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    ETTA MAY PETTYJOHN CHARITABLE TRUST FBO PA
    EIN:
    38-7161686
    Name of Bond End of Year Book Value End of Year Fair Market Value
    BARCLAYS BANK    
    TEVA PHARMACEUTICAL    
    MERCK & COMPANY INC 24,554 25,017
    TRANS-CANADA PIPELINES 19,854 20,668
    EMC    
    WELLS FARGO CO 29,181 32,614
    GEORGIA PWR CO 40,531 44,744
    TOYOTA MOTOR CR 24,781 24,592
    INTEL CORP 25,673 27,119
    ATMOS ENERGY 24,975 24,982

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    ETTA MAY PETTYJOHN CHARITABLE TRUST FBO PA
    EIN:
    38-7161686
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABBVIE INC 10,727 19,823
    AIR PRODUCTS & CHEMICALS INC 7,878 14,207
    ALLSTATE CORP 16,215 25,504
    ALPHABET INC CLASS A 9,016 22,784
    AMERISOURCE BERGEN CORP    
    AMGEN 18,517 24,142
    APPLE INC 10,350 42,063
    AUTOMATIC DATA PROCESSING INC    
    BANK OF AMERICA CORP COM 21,463 21,065
    BECTON DICKINSON & CO 11,396 20,268
    BOOKING HLDGS INC    
    BROADCOM INC COM    
    COGNIZANT TECHNOLOGY SOLUTIONS    
    COMCAST CORP NEW CLASS A 10,551 19,860
    CONOCOPHILLIPS COM    
    CONSTELLATION BRANDS INC 16,154 20,372
    COSTCO WHOLESALE CORP NEW 7,261 18,462
    CVS CORP 19,492 19,261
    DISCOVER FINANCIAL SERVICES    
    DXC TECHNOLOGY CO    
    EOG RESOURCES    
    FACEBOOK INC CLASS A 14,170 23,492
    FEDEX CORP 5,541 8,827
    GENERAL DYNAMICS CORP    
    GLOBAL PAYMENTS 18,274 31,451
    HARRIS CORP    
    HOME DEPOT INC 13,071 27,624
    HONEYWELL INTERNATIONAL INC 14,135 24,461
    INTERCONTINENTAL EXCHANGE GROU 9,005 21,213
    J.P. MORGAN CHASE & CO. COM 10,787 20,712
    JOHNSON & JOHNSON 13,223 20,145
    KIMBERLY CLARK CORP 15,284 17,932
    KRAFT HEINZ CO    
    NIKE INC CLASS B 7,227 24,757
    OCCIDENTAL PETROLEUM    
    PACCAR INC 7,536 9,059
    PNC FINANCIAL SERVICES GROUP I    
    SCHLUMBERGER    
    SHERWIN WILLIAMS CO 6,945 13,963
    SUNCOR ENERGY INC NEW    
    T. ROWE PRICE GROUP    
    TE CONNECTIVITY LTD 18,742 30,510
    THERMO FISHER SCIENTIFIC INC. 8,389 24,221
    UNITED TECHNOLOGIES CORP    
    UTILTIES SELECT SECTOR SPDR ET    
    V.F. CORPORATION    
    VERIZON COMMUNICATION 11,374 13,689
    VISA INC. COM CLASS A 10,392 29,966
    WALT DISNEY COMPANY 14,904 29,895
    MONSTER BEVERAGE CORP NEW 6,455 10,265
    AMAZON COM INC 12,672 19,542
    AMDOCS LTD 31,054 35,749
    AMERICAN EXPRESS 16,790 20,071
    AMERICAN TOWER REIT 28,535 26,935
    ENERGY SELECT 34,702 29,562
    FISERV INC 27,717 28,123
    IQVIA HLDGS 15,717 19,709
    L3 HARRIS TECH 11,394 18,335
    MICROSOFT 28,293 34,475
    NEXTERA ENERGY 12,297 14,273
    O REILLY AUTO 24,764 28,512
    RAYTHEON TECHNOLOGIES 11,728 14,302
    SEMPRA ENERGY 14,892 13,633
    SKYWORKS SOLUTIONS 21,495 30,423

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    ETTA MAY PETTYJOHN CHARITABLE TRUST FBO PA
    EIN:
    38-7161686
    US Government Securities - End of Year Book Value:

    200,000
    US Government Securities - End of Year Fair Market Value:

    199,286
    State & Local Government Securities - End of Year Book Value:


     
    State & Local Government Securities - End of Year Fair Market Value:


     


    TY 2020 InvestmentsOtherSchedule2
    Name:
    ETTA MAY PETTYJOHN CHARITABLE TRUST FBO PA
    EIN:
    38-7161686
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    JANUS HENDERSON ENTERPRISE A AT COST 46,513 57,587
    WELLS FARGO SPECIAL MID CAP VA AT COST 48,740 61,455
    AMERICAN BEACON SMALL CAP VALU AT COST 65,006 63,861
    VANGUARD EXPLORER FUND ADMIRAL AT COST 38,481 60,458
    VANGUARD TOTAL INTERNATION STO AT COST 121,523 152,566
    AMERICAN FUNDS EUROPACIFIC GRO AT COST 100,192 157,991
    FEDERATED SHORT TERM INCOME FU AT COST 17,916 18,292
    FEDERATED TOTAL RETURN BOND FU AT COST 40,263 42,117

    TY 2020 OtherAssetsSchedule
    Name:
    ETTA MAY PETTYJOHN CHARITABLE TRUST FBO PA
    EIN:
    38-7161686
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    MERITOR SAVINGS BANK 1,610 1,610 0


    TY 2020 OtherIncreasesSchedule
    Name:
    ETTA MAY PETTYJOHN CHARITABLE TRUST FBO PA
    EIN:
    38-7161686
    Description Amount
    EOY ADJUSTMENT 12,842


    TY 2020 TaxesSchedule
    Name:
    ETTA MAY PETTYJOHN CHARITABLE TRUST FBO PA
    EIN:
    38-7161686
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX 725 25   0