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
I & G EDELSTEIN TR UW-PENN STAT
 
Number and street (or P.O. box number if mail is not delivered to street address)116 ALLEGHENY CENTER MALL P8YB3502L
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH, PA15212
A Employer identification number

25-6823433
B Telephone number (see instructions)

(412) 494-3011
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$1,173,356J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 25,522 25,242  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -10,473
b Gross sales price for all assets on line 6a 294,946
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)....... Click to see attachment 390    
12 Total. Add lines 1 through 11........ 15,439 25,242  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 12,850 9,637   3,213
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... Click to see attachment 4,350 0 0 4,350
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 834 486   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 2 2    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 18,036 10,125 0 7,563
25 Contributions, gifts, grants paid....... 50,042 50,042
26 Total expenses and disbursements. Add lines 24 and 25 68,078 10,125 0 57,605
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -52,639
b Net investment income (if negative, enter -0-) 15,117
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......... 50,688 35,981 35,981
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......   Click to see attachment77,929 116,417
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 960,637 Click to see attachment843,662 1,020,958
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,011,325 957,572 1,173,356
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 1,009,940 957,572
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 1,385  
29 Total net assets or fund balances (see instructions)..... 1,011,325 957,572
30 Total liabilities and net assets/fund balances (see instructions). 1,011,325 957,572
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
1,011,325
2
Enter amount from Part I, line 27a .....................
2
-52,639
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
958,686
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
1,114
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
957,572
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 20. DISCOVER FINANCIAL W/I   2019-09-06 2020-01-24
b 96. HUNTINGTON BANCSHARES INC   2014-07-24 2020-01-24
c 4. PEPSICO INC COM   2017-06-27 2020-01-24
d 1. ZIONS BANCORP   2018-11-19 2020-01-24
e 2. ZIONS BANCORP   2018-11-19 2020-01-24
26. ZIONS BANCORP   2018-11-19 2020-01-24
69. HUNTINGTON BANCSHARES INC   2014-07-24 2020-01-27
1. HUNTINGTON BANCSHARES INC   2014-07-24 2020-01-27
3. NEXTERA ENERGY INC   2009-11-18 2020-03-02
17. ROYAL DUTCH SHELL PLC ADR A   2017-11-02 2020-03-02
12. CULLEN FROST BANKERS INC   2017-05-24 2020-03-10
.117 INGERSOLL RAND INC   2019-01-09 2020-03-11
3. AMERICAN WATER WORKS CO INC   2015-12-17 2020-03-13
1.764 INGERSOLL RAND INC   2019-09-18 2020-03-13
2.647 INGERSOLL RAND INC   2019-04-17 2020-03-13
9.589 INGERSOLL RAND INC   2019-01-09 2020-03-13
26. ROYAL DUTCH SHELL PLC ADR A   2017-11-02 2020-03-13
2. SUNCOR ENERGY INC ISIN CA8672241079 SEDOL B3NB1P2   2018-03-13 2020-03-13
36. SUNCOR ENERGY INC ISIN CA8672241079 SEDOL B3NB1P2   2018-03-13 2020-03-13
8. XCEL ENERGY INC COM   2015-03-13 2020-03-13
3. TRANE TECHNOLOGIES PLC SEDOL BK9ZQ96   2019-04-17 2020-03-13
2. TRANE TECHNOLOGIES PLC SEDOL BK9ZQ96   2019-09-18 2020-03-13
11. TRANE TECHNOLOGIES PLC SEDOL BK9ZQ96   2019-01-09 2020-03-13
14. DARDEN RESTAURANTS INC W I   2019-07-08 2020-03-18
3. PEPSICO INC COM   2017-07-24 2020-03-18
17. PAYCHEX INC COM   2015-12-02 2020-04-07
12. TEXAS INSTRS INC COM   2015-04-17 2020-04-07
1. LOCKHEED MARTIN CORP   2019-09-18 2020-05-04
5. PROCTER & GAMBLE CO   2019-06-21 2020-05-04
2. US BANCORP DEL COM NEW   2019-10-24 2020-05-04
11. US BANCORP DEL COM NEW   2019-12-03 2020-05-04
3491.253 BLACKROCK STRATEGIC INCOME OPPORTUNITIES PORTFOLIO   2014-07-14 2020-05-11
746.709 DODGE & COX INCOME FUND   2014-10-30 2020-05-11
535. ISHARES CORE MSCI EMERGING MARKETS   2016-10-19 2020-05-11
800. SCHWAB US REIT ETF   2018-08-28 2020-05-11
25. CITIGROUP INC   2019-12-03 2020-05-21
9. HERSHEY FOODS CORP COM   2019-07-08 2020-05-21
7. WASTE MANAGEMENT INC   2018-08-13 2020-05-21
1. WASTE MANAGEMENT INC   2019-09-18 2020-05-21
10. WASTE MANAGEMENT INC   2018-08-13 2020-05-22
2. ABBOTT LABORATORIES INC   2016-06-07 2020-06-05
2. ABBVIE INC   2020-03-02 2020-06-05
1. ALLSTATE CORP   2019-09-18 2020-06-05
2. AMERICAN ELECTRIC POWER INC   2015-12-17 2020-06-05
3. AMERICAN WATER WORKS CO INC   2015-12-17 2020-06-05
1. AMERIPRISE FINANCIAL INC   2019-06-11 2020-06-05
1. AMGEN INC   2017-06-27 2020-06-05
5. BANK OF AMERICA CORP   2019-07-08 2020-06-05
12. BANK OF AMERICA CORP   2019-12-03 2020-06-05
2. BRISTOL MYERS SQUIBB CO   2020-05-21 2020-06-05
1. CHEVRON CORPORATION   2018-06-28 2020-06-05
1. CHEVRON CORPORATION   2018-06-28 2020-06-05
4. CISCO SYS INC COM   2011-06-27 2020-06-05
5. CITIZENS FINANCIAL GROUP   2020-01-24 2020-06-05
8. COMCAST CORPORATION CL A   2019-06-11 2020-06-05
2. CONOCOPHILLIPS   2018-05-11 2020-06-05
1. CROWN CASTLE INTL CORP   2019-09-06 2020-06-05
1. DOVER CORP COM   2020-05-21 2020-06-05
2. EMERSON ELEC CO COM   2020-03-13 2020-06-05
1. EVERSOURCE ENERGY   2020-03-13 2020-06-05
2. EXTRA SPACE STORAGE INC   2014-11-18 2020-06-05
2. FMC CORPORATION NEW   2019-12-03 2020-06-05
1. GENERAL DYNAMICS CORP   2019-09-30 2020-06-05
1. HOME DEPOT INC COM   2009-11-18 2020-06-05
2. HONEYWELL INTL INC   2019-12-03 2020-06-05
4. INTEL CORP   2020-04-07 2020-06-05
6. J P MORGAN CHASE & CO COM   2019-06-11 2020-06-05
1609.756 JENSEN QUALITY GROWTH-Y   2019-09-12 2020-06-05
1. JOHNSON & JOHNSON COM   2020-05-21 2020-06-05
1. KIMBERLY-CLARK CORP COM   2017-02-22 2020-06-05
1. LILLY ELI & CO   2020-05-26 2020-06-05
1. LOCKHEED MARTIN CORP   2020-05-26 2020-06-05
1. M&T BK CORP   2020-01-24 2020-06-05
2. MARSH & MCLENNAN COS INC COM   2020-03-10 2020-06-05
1. MCDONALDS CORP COM   2018-05-24 2020-06-05
3. MERCK & CO INC   2017-01-17 2020-06-05
1. MICROSOFT CORP   2020-04-07 2020-06-05
3. MORGAN STANLEY   2020-01-24 2020-06-05
1. MOTOROLA SOLUTIONS INC   2020-05-21 2020-06-05
2. NASDAQ INC   2020-03-10 2020-06-05
1. NEXTERA ENERGY INC   2020-05-26 2020-06-05
2. OMNICOM GROUP INC   2017-06-27 2020-06-05
1. PEPSICO INC COM   2017-07-24 2020-06-05
9. PFIZER INC COM   2017-11-13 2020-06-05
1. PHILIP MORRIS INTERNAT-W/I   2020-01-24 2020-06-05
1. PRICE T ROWE GROUP INC COM   2016-05-18 2020-06-05
2. PROCTER & GAMBLE CO   2020-05-26 2020-06-05
1. PROCTER & GAMBLE CO   2019-04-16 2020-06-05
2. REALTY INCOME CORP COM   2019-06-21 2020-06-05
2. TARGET CORP   2019-07-08 2020-06-05
3. TC ENERGY CORPORATION SEDOL BJMY6F9   2017-01-30 2020-06-05
6. TOTAL FINA S A   2015-08-07 2020-06-05
6. TRUIST FINANCIAL CORP   2018-02-23 2020-06-05
6. US BANCORP DEL COM NEW   2019-10-24 2020-06-05
3. VERIZON COMMUNICATIONS COM   2018-11-19 2020-06-05
3. XCEL ENERGY INC COM   2015-03-13 2020-06-05
1. ACCENTURE PLC CLASS A SEDOL B4BNMY3   2019-09-18 2020-06-05
1. EATON CORP PLC SEDOL B8KQN82   2019-06-11 2020-06-05
1. EATON CORP PLC SEDOL B8KQN82   2020-05-26 2020-06-05
1. AIR PRODUCTS & CHEMICALS INC   2020-05-26 2020-06-16
1. AIR PRODUCTS & CHEMICALS INC   2019-12-03 2020-06-16
15. AMERICAN ELECTRIC POWER INC   2015-12-17 2020-06-16
29. CITIZENS FINANCIAL GROUP   2020-01-24 2020-06-16
17. CITIZENS FINANCIAL GROUP   2020-01-24 2020-06-16
10. J P MORGAN CHASE & CO COM   2011-09-14 2020-06-16
1. US BANCORP DEL COM NEW   2019-10-24 2020-06-16
3. US BANCORP DEL COM NEW   2020-05-26 2020-06-16
23. US BANCORP DEL COM NEW   2011-09-14 2020-06-16
2. AIR PRODUCTS & CHEMICALS INC   2019-12-03 2020-06-30
3. EXTRA SPACE STORAGE INC   2014-11-18 2020-06-30
1. MCDONALDS CORP COM   2018-05-24 2020-06-30
8. TRUIST FINANCIAL CORP   2018-02-07 2020-06-30
8. XCEL ENERGY INC COM   2015-03-13 2020-06-30
16. BANK OF AMERICA CORP   2019-07-08 2020-07-24
9. TRUIST FINANCIAL CORP   2018-02-07 2020-07-24
1081.988 TRIBUTARY SMALL COMPANY FD INST PLUS FD 1705   2018-08-28 2020-08-28
22. CONOCOPHILLIPS   2018-05-11 2020-09-03
20. OMNICOM GROUP INC   2017-06-27 2020-09-18
3. OMNICOM GROUP INC   2019-09-18 2020-09-18
1. HONEYWELL INTL INC   2019-12-03 2020-10-29
1. HONEYWELL INTL INC   2020-05-26 2020-10-29
1. HONEYWELL INTL INC   2015-01-13 2020-10-29
33. PFIZER INC COM   2010-10-14 2020-10-29
5. PROCTER & GAMBLE CO   2019-04-16 2020-10-29
1. WELLS FARGO & CO XXX-XX-XXXX CLASS ACTION   2001-01-01 2020-11-19
14. REALTY INCOME CORP COM   2019-06-21 2020-11-25
16. XCEL ENERGY INC COM   2015-03-13 2020-11-25
.714 VIATRIS INC-W/I   2010-06-29 2020-11-27
4. VIATRIS INC-W/I   2010-06-29 2020-11-30
447.759 DODGE & COX INCOME FUND   2014-10-30 2020-12-03
70. ISHARES TR RUSSELL MIDCAP INDEX FD   2018-08-28 2020-12-03
45. ISHARES TR RUSSELL 2000   2020-08-28 2020-12-03
656.469 LAZARD GLOBAL LISTED INFRASTRUCTURE PORTFOLIO   2018-08-28 2020-12-03
206.137 PRINCIPAL MIDCAP FUND-R6   2017-03-07 2020-12-03
51. INTEL CORP   2020-04-07 2020-12-22
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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 1,527   1,646 -119
b 1,317   958 359
c 571   466 105
d 47   49 -2
e 93   97 -4
1,210   1,263 -53
931   688 243
14   10 4
770   239 531
753   1,085 -332
689   1,129 -440
3   3  
357   179 178
37   56 -19
56   77 -21
203   232 -29
750   1,660 -910
30   65 -35
555   1,175 -620
501   270 231
297   264 33
198   192 6
1,089   803 286
468   1,743 -1,275
369   349 20
1,124   918 206
1,303   690 613
378   395 -17
579   579  
69   113 -44
378   648 -270
33,376   35,597 -2,221
10,551   10,372 179
23,391   25,162 -1,771
27,128   34,474 -7,346
1,130   1,867 -737
1,155   1,247 -92
694   691 3
99   114 -15
986   900 86
178   78 100
190   176 14
106   108 -2
173   115 58
397   179 218
156   152 4
224   172 52
142   157 -15
341   392 -51
123   122 1
101   126 -25
101   126 -25
193   60 133
149   195 -46
339   342 -3
96   139 -43
167   146 21
108   91 17
133   94 39
87   84 3
208   116 92
208   194 14
164   183 -19
254   27 227
324   346 -22
259   242 17
667   716 -49
82,178   83,820 -1,642
148   147 1
139   135 4
150   149 1
411   375 36
125   171 -46
221   206 15
198   162 36
248   184 64
186   166 20
149   163 -14
154   138 16
239   225 14
256   236 20
123   166 -43
133   116 17
324   318 6
77   86 -9
129   74 55
236   226 10
118   106 12
125   144 -19
241   178 63
141   141  
259   287 -28
266   330 -64
256   339 -83
173   182 -9
198   101 97
209   194 15
96   79 17
96   82 14
240   239 1
240   230 10
1,234   860 374
786   1,132 -346
462   653 -191
1,020   320 700
39   56 -17
118   108 10
904   680 224
475   460 15
279   174 105
183   162 21
299   432 -133
500   270 230
390   468 -78
340   486 -146
26,227   34,180 -7,953
797   1,523 -726
1,043   1,607 -564
156   237 -81
162   173 -11
162   145 17
162   94 68
1,163   784 379
689   531 158
10   10  
876   1,006 -130
1,087   541 546
12   4 8
68   27 41
6,694   6,219 475
4,674   3,908 766
8,324   7,052 1,272
9,742   10,195 -453
7,289   4,955 2,334
2,348   3,012 -664
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
      7,229
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       -119
b       359
c       105
d       -2
e       -4
      -53
      243
      4
      531
      -332
      -440
       
      178
      -19
      -21
      -29
      -910
      -35
      -620
      231
      33
      6
      286
      -1,275
      20
      206
      613
      -17
       
      -44
      -270
      -2,221
      179
      -1,771
      -7,346
      -737
      -92
      3
      -15
      86
      100
      14
      -2
      58
      218
      4
      52
      -15
      -51
      1
      -25
      -25
      133
      -46
      -3
      -43
      21
      17
      39
      3
      92
      14
      -19
      227
      -22
      17
      -49
      -1,642
      1
      4
      1
      36
      -46
      15
      36
      64
      20
      -14
      16
      14
      20
      -43
      17
      6
      -9
      55
      10
      12
      -19
      63
       
      -28
      -64
      -83
      -9
      97
      15
      17
      14
      1
      10
      374
      -346
      -191
      700
      -17
      10
      224
      15
      105
      21
      -133
      230
      -78
      -146
      -7,953
      -726
      -564
      -81
      -11
      17
      68
      379
      158
       
      -130
      546
      8
      41
      475
      766
      1,272
      -453
      2,334
      -664
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 -10,473
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................................ 1 210
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........................... 3 210
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- ..... 5 210
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 698
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.............. 7 698
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 10 488
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet212 RefundedBullet 11 276
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletPA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletPNC BANK N A Telephone no.bullet (412) 494-3011

    Located atbullet116 ALLEGHENY CENTER MALLPITTSBURGHPA ZIP+4bullet15212
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    PNC BANK NA TRUSTEE
    3     		12,850    
    116 ALLEGHENY CENTER MALL
    PITTSBURGH,PA15212
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    1,085,119
    b
    Average of monthly cash balances.......................
    1b
    0
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,085,119
    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
    1,085,119
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    16,277
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,068,842
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    53,442
    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
    53,442
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    210
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    210
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    53,232
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    53,232
    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
    53,232
    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
    57,605
    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
    57,605
    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
    57,605
    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 53,232
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 50,042
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 0
    b From 2016...... 0
    c From 2017...... 0
    d From 2018...... 0
    e From 2019...... 0
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 57,605
    a Applied to 2019, but not more than line 2a 50,042
    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..... 7,563
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		45,669
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016.... 0
    b Excess from 2017.... 0
    c Excess from 2018.... 0
    d Excess from 2019.... 0
    e Excess from 2020.... 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    PENN STATE HAZLETON CAMPUS
    OFFICE OF GIFT PLANNING
    UNIVERSITY PARK,PA168027001     		NONE PC GENERAL USE OF THE 50,042
    Total .................................bullet 3a 50,042
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 25,522  
    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 -10,473  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aFEDERAL TAX REFUND     		    14 390  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   15,439  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    15,439
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    I & G EDELSTEIN TR UW-PENN STAT
    EIN:
    25-6823433
    Name of Stock End of Year Book Value End of Year Fair Market Value
    COMMON STOCK    
    2824100 ABBOTT LABORATORIES IN 824 2,299
    9158106 AIR PRODUCTS & CHEMICA 1,384 2,732
    20002101 ALLSTATE CORP 1,141 1,319
    30420103 AMERICAN WATER WORKS 1,036 2,302
    31162100 AMGEN INC 1,351 2,529
    37833100 APPLE INC 1,052 1,592
    60505104 BANK OF AMERICA CORP 3,196 4,001
    86516101 BEST BUY CO INC 1,146 998
    110122108 BRISTOL MYERS SQUIBB 917 930
    166764100 CHEVRON CORPORATION 1,532 1,182
    189054109 CLOROX CO 1,017 1,010
    260003108 DOVER CORP 910 1,263
    291011104 EMERSON ELECTRIC CO 892 1,527
    297178105 ESSEX PPTY TR INC RE 1,131 1,187
    302491303 FMC CORPORATION NEW 1,788 2,414
    369550108 GENERAL DYNAMICS COR 2,010 1,786
    437076102 HOME DEPOT INC 271 2,656
    438516106 HONEYWELL INTL INC 1,416 3,191
    443510607 HUBBELL INC 1,178 1,254
    460690100 INTERPUBLIC GROUP CO 1,119 1,152
    478160104 JOHNSON & JOHNSON 976 1,889
    494368103 KIMBERLY-CLARK CORP 1,279 1,348
    532457108 LILLY ELI & CO 1,373 2,026
    539830109 LOCKHEED MARTIN CORP 1,556 2,485
    571748102 MARSH & MCLENNAN COM 1,311 1,638
    580135101 MCDONALD'S CORP 1,012 1,931
    594918104 MICROSOFT CORP 1,022 1,335
    617446448 MORGAN STANLEY 1,557 1,987
    620076307 MOTOROLA SOLUTIONS I 1,382 1,701
    631103108 NASDAQ INC 1,241 1,858
    713448108 PEPSICO INC 896 2,076
    717081103 PFIZER INC 573 1,399
    718172109 PHILIP MORRIS INTERN 1,103 1,159
    742718109 PROCTER & GAMBLE CO 2,664 3,896
    747525103 QUALCOMM 1,311 1,371
    902973304 US BANCORP DEL COM N 587 1,211
    911312106 UNITED PARCEL SERVIC 1,462 1,516
    87612E106 TARGET CORP 1,524 3,354
    89151E109 TOTAL S E 2,430 2,263
    00287Y109 ABBVIE INC 1,643 2,357
    00507V109 ACTIVISION BLIZZARD 1,304 1,578
    03076C106 AMERIPRISE FINANCIAL 1,454 2,138
    09247X101 BLACKROCK INC 574 722
    11135F101 BROADCOM INC 1,791 2,189
    17275R102 CISCO SYSTEMS INC 574 1,701
    20030N101 COMCAST CORPORATION 3,221 4,349
    22822V101 CROWN CASTLE INTL CO 1,168 1,274
    30040W108 EVERSOURCE ENERGY 929 952
    30225T102 EXTRA SPACE STORAGE 755 1,506
    46625H100 JPMORGAN CHASE & CO 987 4,066
    55261F104 M&T BK CORP 1,577 1,273
    58933Y105 MERCK & CO INC 948 2,290
    65339F101 NEXTERA ENERGY INC 456 2,777
    74144T108 PRICE T ROWE GROUP I 809 1,665
    87807B107 TC ENERGY CORPORATIO 1,124 977
    89832Q109 TRUIST FINANCIAL COR 1,478 2,013
    91324P102 UNITEDHEALTH GROUP I 963 1,403
    92343V104 VERIZON COMMUNICATIO 3,425 4,171
    G1151C101 ACCENTURE PLC CLASS 1,068 1,567
    G29183103 EATON CORP PLC SEDOL 1,111 1,682

    TY 2020 InvestmentsOtherSchedule2
    Name:
    I & G EDELSTEIN TR UW-PENN STAT
    EIN:
    25-6823433
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MUTUAL FUNDS - FIXED      
    MUTUAL FUNDS - EQUITY      
    LIMITED PARTNERSHIPS      
    57071805 BAIRD INTERMEDIATE BD AT COST 54,423 57,842
    256210105 DODGE & COX INCOME F AT COST 53,276 56,404
    316092857 FIDELITY REAL ESTATE AT COST 30,415 34,898
    317609295 SEAFARER OVERSEAS GR AT COST 20,310 28,644
    464287499 ISHARES RUSSELL MID- AT COST 37,306 53,469
    464287655 ISHARES RUSSELL 2000 AT COST 43,349 61,759
    464288273 ISHARES MSCI EAFE SM AT COST 28,331 30,758
    552746364 MFS EMERGING MKTS DE AT COST 33,530 35,008
    704329200 PAYDEN LOW DURATION AT COST 37,907 38,589
    922031828 VANGUARD INTM TERM T AT COST 50,649 51,575
    957663503 WESTERN ASSET CORE P AT COST 53,747 58,345
    09260B309 BLACKROCK CORE BOND AT COST 47,908 47,811
    46432F842 ISHARES CORE MSCI EA AT COST 111,854 125,744
    52106N459 LAZARD GLOBAL LISTED AT COST 23,939 22,481
    74256W535 PRINCIPAL BLUE CHIP- AT COST 80,500 94,380
    74256W584 PRINCIPAL MIDCAP FUN AT COST 33,905 53,084
    78462F103 SPDR S&P 500 ETF TRU AT COST 82,003 136,466
    89154Q562 TOUCHSTONE SANDS EM AT COST 20,310 33,701

    TY 2020 LegalFeesSchedule
    Name:
    I & G EDELSTEIN TR UW-PENN STAT
    EIN:
    25-6823433
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES - PRINCIPAL (ALLOCA 4,350     4,350


    TY 2020 OtherDecreasesSchedule
    Name:
    I & G EDELSTEIN TR UW-PENN STAT
    EIN:
    25-6823433
    Description Amount
    ROUNDING ADJ FOR SALES AND TRANSACTIONS 11
    2020 TRANSACTIONS POSTED IN 2021 1,011
    TAX COST ADJ FOR WASH SALES 39
    RETURN OF CAPITAL ADJUSTMENT 53


    TY 2020 OtherExpensesSchedule
    Name:
    I & G EDELSTEIN TR UW-PENN STAT
    EIN:
    25-6823433
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADR SERVICE FEES 2 2   0


    TY 2020 OtherIncomeSchedule2
    Name:
    I & G EDELSTEIN TR UW-PENN STAT
    EIN:
    25-6823433
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    FEDERAL TAX REFUND 390 0  


    TY 2020 TaxesSchedule
    Name:
    I & G EDELSTEIN TR UW-PENN STAT
    EIN:
    25-6823433
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 88 88   0
    FEDERAL ESTIMATES - INCOME 348 0   0
    FOREIGN TAXES ON QUALIFIED FOR 264 264   0
    FOREIGN TAXES ON NONQUALIFIED 134 134   0