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
Usher Family Foundation
 
Number and street (or P.O. box number if mail is not delivered to street address)26124 Fawnwood Court
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Bonita Springs, FL34134
A Employer identification number

25-6681379
B Telephone number (see instructions)

(412) 835-7346
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$11,446,371J 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 21,667 21,892  
4 Dividends and interest from securities... 193,514 201,635  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment 289,927
b Gross sales price for all assets on line 6a 1,691,339
7 Capital gain net income (from Part IV, line 2)... 292,954
8 Net short-term capital gain.........  
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 2,393 80  
12 Total. Add lines 1 through 11........ 507,501 516,561  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 75,000 75,000    
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 1,328 658    
b Accounting fees (attach schedule)....... Click to see attachment 20,270 20,270    
c Other professional fees (attach schedule).... Click to see attachment 31,506 29,563    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...   3,071    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 61,209 50,239    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 189,313 178,801   0
25 Contributions, gifts, grants paid....... 1,191,162 1,191,162
26 Total expenses and disbursements. Add lines 24 and 25 1,380,475 178,801   1,191,162
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -872,974
b Net investment income (if negative, enter -0-) 337,760
c Adjusted net income (if negative, enter -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............. 1,065,096 308,863 308,863
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
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 bullet        
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)....... 6,591,716 Click to see attachment6,427,985 9,897,021
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,424,055 Click to see attachment1,240,487 1,240,487
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) 9,080,867 7,977,335 11,446,371
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 9,080,867 7,977,335
29 Total net assets or fund balances (see instructions)..... 9,080,867 7,977,335
30 Total liabilities and net assets/fund balances (see instructions). 9,080,867 7,977,335
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
9,080,867
2
Enter amount from Part I, line 27a .....................
2
-872,974
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
215,063
4
Add lines 1, 2, and 3 ..........................
4
8,422,956
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
445,621
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
7,977,335
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 PNC Bk sales of securities P 2020-01-01 2020-12-31
b 3,426 shs Wesco Aircraft P 2015-03-04 2020-01-09
c 4,147 shs Cypress Semi-Cond P 2016-01-05 2020-04-17
d 20 shs Logmein Inc P 2016-04-01 2020-08-31
e 247 shs Windstream P 2016-04-01 2020-09-28
Meakum Becker from K-1 P 2020-01-01 2020-06-30
MAI Capital Inc Gwth Fd IV   2020-01-01 2020-12-30
(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 1,551,081   1,302,868 260,396
b 37,857   50,203 -12,346
c 98,906   36,536 62,826
d 1,721   1,891 -170
e     9,035 -9,035
    879 -9,576
859     859
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       260,396
b       -12,346
c       62,826
d       -170
e       -9,035
      -9,576
      859
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 2 292,954
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 -8,717
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 4,695
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  
3 Add lines 1 and 2........................... 3 4,695
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 4,695
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 10,000
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. Part VI Line 7 - Tax Paid with the Original Return: 10000 7 10,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
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 5,305
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet5,305 RefundedBullet 11  
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 addressbulletnone
    14
    The books are in care ofbulletRoy J Roscoe Telephone no.bullet (412) 835-7346

    Located atbullet400 Manordale RoadPittsburghPA ZIP+4bullet15241
    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
    Thomas J Usher Trustee
    004.00     		0   2,730
    26124 Fawnwood Court
    Bonita Springs,FL34134
    Sandra L Usher Trustee
    000.10     		0    
    26124 Fawnwood Court
    Bonita Springs,FL34134
    Leanne Bentz Director
    000.10     		25,000    
    104 Aqua Drive
    Pittsburgh,PA15238
    James M Usher Director
    000.10     		25,000   888
    521 Colquitt Drive
    Pittsburgh,PA15238
    Lauren T Gama Director
    000.10     		25,000    
    237 Third Avenue
    Aspinwall,PA15215
    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
     
    Total number of other employees paid over $50,000...................bullet  
    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
     
    Total number of others receiving over $50,000 for professional services.............bullet  
    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 The Foundation's principal charitable activity consists of distributing income and principal to public charities. In the 2020 year, it distributed $ 1,191,162 to qualified charities 0
    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 None  
    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
    9,935,630
    b
    Average of monthly cash balances.......................
    1b
    1,019,741
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    10,955,371
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    10,955,371
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) Click to see attachment.............................
    4
    164,331
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    10,791,040
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    539,552
    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
    539,552
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    4,695
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    4,695
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    534,857
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    534,857
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    534,857
    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 Click to see attachment..........
    1a
    1,191,162
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    1,191,162
    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
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,191,162
    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 7 534,857
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 603,399
    b From 2016...... 587,128
    c From 2017...... 654,970
    d From 2018...... 679,467
    e From 2019...... 853,439
    fTotal of lines 3a through e........ 3,378,403
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 1,191,162
    a Applied to 2019, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2020 distributable amount..... 534,857
    e Remaining amount distributed out of corpus 656,305
    5 Excess distributions carryover applied to 2020.    
    (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 4,034,708
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    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......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    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) .......     		 
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		603,399
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		3,431,309
    10 Analysis of line 9:
    a Excess from 2016.... 587,128
    b Excess from 2017.... 654,970
    c Excess from 2018.... 679,467
    d Excess from 2019.... 853,439
    e Excess from 2020.... 656,305
    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).)
    Thomas J Usher
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    None
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    Accuracy In Academia
    PO Box 5647
    Derwood,MD208550647     		none PC exempt function of charity 200
    Accuracy in Media
    1717 K Street NW Suite 900
    Washington,DC20006     		none PC exempt function of charity 200
    Adam's Quest
    1263 Lakemont Drive
    Pittsburgh,PA15243     		none PC exempt function of charity 10,000
    Allegheny Center Alliance Church
    250 East Ohio Street
    Pittsburgh,PA15212     		none PC exempt function of charity 8,000
    Allegheny Health Network Center Institute
    4818 Liberty Ave
    Pittsburgh,PA15224     		none PC exempt function of charity 1,000
    American Center for Law & Justice
    PO Box 90555
    Washington,DC200777493     		none PC exemption function of charity 3,000
    American Family Association of Pa
    PO Box 1048
    Franklin,PA163235048     		none PC exempt function of charity 200
    American Family Association
    PO Drawer 2440
    Tupelo,MS38803     		none PC exempt function of charity 200
    Anchorpoint
    800 McKnight Park Dr Suite 802
    Pittsburgh,PA152376504     		none PC exempt function of charity 10,000
    Angels' Place Inc
    2615 Norwood Ave
    Pittsburgh,PA15214     		none PC exempt function of charity 500
    Ashbrook Center
    401 College Ave
    Ashland,OH44805     		none PC exempt function of charity 200
    Bible League
    1 Bible League Plaza
    Crete,IL604179902     		none PC exempt function of charity 5,000
    Bible Study Fellowship
    19001 Huebner Rd
    San Antonio,TX78258     		none PC exempt function of charity 5,000
    Bill of Rights Institute
    PO Box 9109
    Pueblo Co,CO810089903     		none PC exempt function of charity 200
    Birthright of Pittsburgh
    160 North Craig St Suite 200
    Pittsburgh,PA15213     		none PC exempt function of charity 500
    Blessing Board
    140 Pennsylvania Ave
    Oakmont,PA15139     		none PC exempt function of charity 20,000
    Camp Hope
    83 Lenox Hill Road
    Bantam,CT06750     		none PC exempt function of charity 200
    Care Net
    PO Box 758530
    Topeka,KS666758530     		none PC exempt function of charity 200
    Center for Medical Progress
    PO Box 758530
    Washington,DC200417616     		none PC exempt function of charity 200
    Children's Institute
    1405 Shady Ave
    Pittsburgh,PA152171350     		none PC exempt function of charity 1,000
    Christ the Divine Teacher Catholic Academy
    205 Brilliant Ave
    Pittsburgh,PA15215     		none PC exempt function of charity 1,112
    Christian Literacy Association
    541 Perry Highway
    Pittsburgh,PA15229     		none PC exempt function of charity 15,000
    Cleaning for a Reason
    PO Box 146
    Lewisville,TX75068     		none PC exempt function of charity 5,000
    Clellian Heights School of Greensburg
    135 Clellian Heights lane
    Greensburg,PA15601     		none PC exempt function of charity 1,000
    Coalition for Christian Outreach Next Generation
    5912 Penn Ave
    Pittsburgh,PA15206     		none PC exempt function of charity 15,000
    Colson Center for Christian Worldview
    PO Box 62160
    Colorado Springs,CO80962     		none PC exempt function of charity 2,000
    Committee for a Constructive Tomorrow
    c/oCraig Rucker PO Box 430
    Abingdon,MD210099837     		none PC exempt function of charity 200
    Commonwealth Foundation
    225 State Street Suite 302
    Harrisburg,PA171019962     		none PC exempt function of charity 200
    Compassion International
    12290 Vovager
    Colorado Springs,CO80921     		none PC exempt function of charity 2,000
    Computer Reach
    971 Beech Ave
    Pittsburgh,PA15233     		none PC exempt function of charity 200
    Concordia Theological Seminary
    6600 North Clinton Street
    Ft Wayne,IN468972634     		none PC exempt function of charity 5,000
    Conservative Partnership Institute
    300 Independence Ave SE
    Washington,DC20003     		none PC exempt function of charity 5,000
    Cornerstone
    1 Signal Hill Dr
    Wall,PA151481499     		none PC exempt function of charity 20,000
    Creation Ministries International
    PO Box 350
    Powder Springs,GA310270350     		none PC exempt function of charity 200
    Cross Point Church
    2581 Freeport Road
    Pittsburgh,PA15238     		none PC exempt function of charity 7,000
    David Horowitz Freedom Center
    PO Box 55089
    Sherman Oaks,CA914991964     		none PC exempt function of charity 20,000
    Evans Scholars Foundation
    c/o Oakmont Country Club
    Oakmont,PA15139     		none PC exempt function of charity 1,000
    Extra Mile Education Foundation
    II Gateway Ctr Ste 348 Stanwix St
    Pittsburgh,PA15222     		none PC exempt function of charity 2,000
    Faith & Gratitude
    8865 Norwin Ave Ste 28 PMB 209
    North Huntingdon,PA15742     		none PC exempt function of charity 1,000
    Family Guidance
    850 Cranberry Woods Dr Ste 2236
    Cranberry Twp,PA16066     		none PC exempt function of charity 25,000
    First Liberty Institute
    PO Box 9078
    Pueblo,CO810089984     		none PC exempt function of charity 2,000
    First Tee of Pittsburgh
    5370 Schenley Dr
    Pittsburgh,PA15237     		none PC exempt function of charity 25,000
    Florida Sheriffs Youth Ranches Inc
    PO Box 2000
    Boys Ranch,FL320649984     		none PC exempt function of charity 200
    Focus
    PO Box 1027
    New Canaan,CT06840     		none PC exempt function of charity 1,000
    Food for the Poor Inc
    6401 Lyons Road PO Box 979005
    Coconut Creek,FL330979005     		none PC exempt function of charity 5,000
    Friends of the Americas
    PO Box 10
    Greenwell Springs,LA70739     		none PC exempt function of charity 2,000
    Glade Run Lutheran Services
    PO Box 70 Beaver Road
    Zelienople,PA16063     		none PC exempt function of charity 2,000
    Global Media Outreach
    7160 Dallas Pkwy Suite 200
    Plano,TX750247229     		none PC exempt function of charity 200
    Hebren United Presbyterian Church
    10460 Frankstown Rd
    Pittsburgh,PA15235     		none PC exempt function of charity 5,000
    Hebren United Presbyterian Church
    10460 Frankstown Rd
    Pittsburgh,PA15235     		none PC exempt function of charity 200
    Hebren United Presbyterian Church
    10460 Frankstown Rd
    Pittsburgh,PA15235     		none PC exempt function of charity 30,000
    Hope Lutheran Church
    25999 Old 41 Road
    Bonita Springs,FL34134     		none PC exempt function of charity 14,200
    Hope Rising
    240 Liberty Ave
    Clarion,PA16214     		none PC exempt function of charity 5,000
    Human Life Foundation inc
    PO Box 574
    New York,NY101570072     		none PC exempt function of charity 200
    Immokalee Pregnancy Center
    1011 W Main St Suite 1
    Immokalee,FL34142     		none PC exempt function of charity 200
    Impact Africa
    PO Box 702511
    Saint Cloud,FL34770     		none PC exempt function of charity 10,000
    Institute for Faith & Freedom Grove Ciy College
    100 Camput Dr
    Grove City,PA16127     		none PC exempt function of charity 5,000
    Intercollegiate Studies Institute
    3901 Centerville Rd
    Wilmington,DE19807     		none PC exempt function of charity 200
    James Connection
    PO Box 751
    Monroeville,PA15146     		none PC exempt function of charity 15,000
    Joni & Friends Int'l Disability Center
    PO Box 3333
    Agoura Hills,CA913763331     		none PC exempt function of charity 5,000
    Jubilee Soup Kitchen
    PO Box 42251
    Pittsburgh,PA152030051     		none PC exempt function of charity 200
    Judicial Watch Inc
    PO Box 96234
    Washington,DC200777480     		none PC exempt function of charity 2,000
    Junior Achievement-The Gilfoyle Fd
    90 Emerson Lane Suite 1403
    Bridgeville,PA15017     		none PC exempt function of charity 1,000
    Law Enforcement Legal Defense Fd
    PO Box 7012
    Merrifield,VA221167012     		none PC exempt function of charity 500
    Leadership Institute
    1101 N Highland St
    Arlington,VA22201     		none PC exempt function of charity 2,000
    Level Green Presbyterian Church
    105 Olive Drive
    Trafford,PA15085     		none PC exempt function of charity 500
    Liberty Youth Ranch
    PO Box 366206
    Bonita Springs,FL34136     		none PC exempt function of charity 1,000
    Light of Life Rescue Mission
    PO Box 645427
    Pittsburgh,PA152645252     		none PC exempt function of charity 20,000
    Ligonier Camp & Conference Center
    188 McCartney Lane
    Ligonier,PA15658     		none PC exempt function of charity 10,000
    Little Sisters of the Poor
    1028 Benton Ave
    Pittsburgh,PA152121694     		none PC exempt function of charity 200
    Live Action
    PO Box 1229
    Merrifield,VA221161229     		none PC exempt function of charity 200
    Lutherlyn Appeal
    PO Box 355
    Prospect,PA160520355     		none PC exempt function of charity 10,000
    Lutheran Church Missoura Synod
    PO Box 66861
    St Louis,MO631669810     		none PC exempt function of charity 35,000
    Lutheran Church-Armed Forces Service Members
    333 S Kirkwood Rd
    St Louis,MO631229981     		none PC exempt function of charity 10,000
    Lutheran Church-Global Mission Fd
    PO Box 66861
    St Louis,MO631669810     		none PC exempt function of charity 20,000
    Lutheran Hour Ministries
    660 Mason Ridge Center Dr
    St Louis,MO631418857     		none PC exempt function of charity 200
    Lutheran Hour Ministires Float Commitee
    PO Box 20044
    Riverside,CA925160944     		none PC exempt function of charity 100
    Lutheran Indian Ministries
    15400 W Capitol Dr Suite 201
    Brookfield,WI530052661     		none PC exempt function of charity 8,000
    March for Life Education & Defense Fd
    PO Box 98116
    Washington,DC200908116     		none PC exempt function of charity 200
    Marine Corps Scholarship Foundation
    13145 Applegrove
    Herndon,VA20171     		none PC exempt function of charity 1,000
    Mission Nation Publishing
    1795 Leamington Lane
    Naples,FL34109     		none PC exempt function of charity 5,000
    Mountain States Legal Foundation
    2596 S Lewis Way
    Lakewood,CO802279944     		none PC exempt function of charity 200
    Move a Mountain Missions
    PO Box 7258
    Pittsburgh,PA15213     		none PC exempt function of charity 250
    Mt Carmel Christian Schools
    1231 Mt Pleasant Rd
    Mt Pleasant,PA15668     		none PC exempt function of charity 10,000
    NCH Center for Philanthropy
    Telford Bldg 2nd Fl 350 7th St
    Naples,FL341029912     		none PC exempt function of charity 2,000
    National Assn of Blind Veterans
    PO Box 17252
    Baltimore,MD212988342     		none PC exempt function of charity 200
    National Assn of Scholars
    Fl 7 420 Madison Ave
    New York,NY101640114     		none PC exempt function of charity 200
    National Camp for Blind Children
    5900 18th St Suite M
    Lincoln,NE68516     		none PC exempt function of charity 2,000
    National House of Hope
    PO Box 560503
    Orlando,FL32856     		none PC exempt function of charity 200
    National Legal & Policy Center
    PO Box 486
    Front Royal,VA226300010     		none PC exempt function of charity 10,000
    Oakmont Volunteer Fire Dept
    418 Virginia Ave
    Oakmont,PA15138     		none PC exempt function of charity 200
    One by One Leadership Fdn
    8231 Parkstone Place
    Naples,FL34120     		none PC exempt function of charity 10,000
    Open Doors USA
    PO Box 1595
    Merrifield,VA221169408     		none PC exempt function of charity 5,000
    Operation Finally Home
    PO Box 1218
    Merrifield,VA221169838     		none PC exempt function of charity 2,000
    Overland Missions
    11 Riverside Drive
    Cocas,FL32922     		none PC exempt function of charity 2,000
    Paws for Purple Hearts
    PO Box 1209
    Merrifield,VA221169808     		none PC exempt function of charity 700
    Paws of War Inc
    PO Box 1727
    Smithtown,NY117878670     		none PC exempt function of charity 200
    Penn Christian Academy
    199 W Airport Rd
    Butler,PA16002     		none PC exempt function of charity 2,000
    Pa Sheriffs Assn
    PO Box 61857
    Harrisburg,PA171069958     		none PC exempt function of charity 100
    Pine Valley Bible Camp
    504 Chapel Dr
    Ellwood City,PA16117     		none PC exempt function of charity 45,000
    Pittsburgh Ballet Theatre
    2900 Liberty Ave
    Pittsburgh,PA15201     		none PC exempt function of charity 200
    Pittsburgh Cultural Trust
    8031 Liberty Ave
    Pittsburgh,PA15222     		none PC exempt function of charity 1,000
    Pittsburgh Experiment
    320 6th Ave 3rd Fl
    Pittsburgh,PA15222     		none PC exempt function of charity 1,000
    Pittsburgh Kids Fdn
    116 Federal St Suite 220
    Pittsburgh,PA15212     		none PC exempt function of charity 20,000
    Pittsburgh Urban Christian School
    809 Center Street
    Pittsburgh,PA15221     		none PC exempt function of charity 2,000
    PLI-Pastorial Leadership Institute
    PO Box 972
    Wheaton,IL601870792     		none PC exempt function of charity 10,000
    Pray in Jesus'Name Ministries
    PO Box 96959
    Washington,DC200777238     		none PC exempt function of charity 200
    Prison Fellowship
    44180 Riverside Pkwy
    Lansdowne,VA20176     		none PC exempt function of charity 500,000
    Project Veritas
    PO Box 98217
    Washington,DC200777284     		none PC exempt function of charity 5,000
    Rutherford Institute
    PO Box 7482
    Charlottesville,VA229079149     		none PC exempt function of charity 200
    Salvation Army
    PO Box 236
    Pittsburgh,PA152300236     		none PC exempt function of charity 20,000
    South East Asia Prayer Center
    PO Box 127
    Oakmont,PA15139     		none PC exempt function of charity 20,000
    Sheep Healthcare Center
    11817 Frankstown Rd
    Pittsburgh,PA15235     		none PC exempt function of charity 200
    Special Olympics Pennsylvania
    PO Box 3040
    Norristown,PA194043010     		none PC exempt function of charity 200
    St Vincent College
    300 Frazier Purchase Rd
    Latrobe,PA15650     		none PC exempt function of charity 1,000
    Sunlight Home
    2903 Tropicana Blvd
    Naples,FL34116     		none PC exempt function of charity 2,000
    United American Patriots
    PO Box 98262
    Washington,DC200777743     		none PC exempt function of charity 500
    We Raise Fdn
    One Pierce Place Suite 250E
    Itasca,IL601432616     		none PC exempt function of charity 200
    West Penn Hospital Fdn
    4818 Liberty Ave
    Pittsburgh,PA15224     		none PC exempt function of charity 20,000
    Women's Choice Network
    PO Box 15034
    Pittsburgh,PA15237     		none PC exempt function of charity 5,000
    Woodlands Fdn
    134 Shenot Rd
    Wexford,PA15090     		none PC exempt function of charity 5,000
    Young Life-Pittsburgh East Hills
    1001 Evergree Dr
    Pittsburgh,PA15235     		none PC exempt function of charity 2,000
    Young Life-Fox Chapel
    PO Box 5
    Indianola,PA15051     		none PC exempt function of charity 5,000
    Young Life-North Side
    1017 Allegheny Ave
    Pittsburgh,PA15233     		none PC exempt function of charity 5,000
    Youth Overcomes United
    PO Box 218
    Murrysville,PA156681028     		none PC exempt function of charity 25,000
    Total .................................bullet 3a 1,191,162
    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 21,892  
    4 Dividends and interest from securities....     14 201,635  
    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.....     14 80  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    14 292,954  
    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)..   516,561  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    516,561
    (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.)
    N/A N/A
    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: 20011406
    Software Version: 20.0.2.0
    Part VI Line 7 - Tax Paid with the Original Return: 10,000


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    Usher Family Foundation
     
    Employer identification number

    25-6681379
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    Usher Family Foundation
          		Employer identification number
    25-6681379
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    Usher Family Foundation
          		Employer identification number

    25-6681379
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    Usher Family Foundation
          		Employer identification number

    25-6681379
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID: 20011406
    Software Version: 20.0.2.0

    TY 2020 AccountingFeesSchedule
    Name:
    Usher Family Foundation
    EIN:
    25-6681379
    Software ID:
    20011406
    Software Version:
    20.0.2.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Roy J. Roscoe 19,456 19,456    
    Meakem Becker, L.P from K-1 638 638    
    MAI Capital Income Growth Fd. L.P. from K-1 176 176    

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    Usher Family Foundation
    EIN:
    25-6681379
    Software ID:
    20011406
    Software Version:
    20.0.2.0
    Name of Stock End of Year Book Value End of Year Fair Market Value
    PNC-Portfolio of stocks, mutual fds bonds 2,248,764 3,777,961
    Charles Schwab-Portfolio of stock mut fds 4,179,221 6,119,060

    TY 2020 InvestmentsOtherSchedule2
    Name:
    Usher Family Foundation
    EIN:
    25-6681379
    Software ID:
    20011406
    Software Version:
    20.0.2.0
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    Adams Capital Limited Partnership FMV 824,669 824,669
    MAI Capital Income Grow FMV 405,347 405,347
    Energy Transfer FMV 10,471 10,471

    TY 2020 LegalFeesSchedule
    Name:
    Usher Family Foundation
    EIN:
    25-6681379
    Software ID:
    20011406
    Software Version:
    20.0.2.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Meakem Becker Ltd Partnership from K-1 670      
    Adams Capital Partnership from K-1 658 658    


    TY 2020 OtherAssetsSchedule
    Name:
    Usher Family Foundation
    EIN:
    25-6681379
    Software ID:
    20011406
    Software Version:
    20.0.2.0
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value


    TY 2020 OtherDecreasesSchedule
    Name:
    Usher Family Foundation
    EIN:
    25-6681379
    Software ID:
    20011406
    Software Version:
    20.0.2.0
    Description Amount
    Carrying value adjustments of stock in portfolios-write downs MAI Capital Income Growth Fd IV 4,285
    Net unrealized depreciation of investments write down of investments from Limited Partnerships Schwa 226,268
    Purchases 215,068


    TY 2020 OtherExpensesSchedule
    Name:
    Usher Family Foundation
    EIN:
    25-6681379
    Software ID:
    20011406
    Software Version:
    20.0.2.0
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Administrative assistant 33,800 33,800    
    Office parking 6,916 13 6,929 6,929    
    Office expenses 4,881 4,881    
    IRS tax lilability-2019 return 1,716      
    General administrative 2, 324 697,1, 324 326 1,022    
    Charitable contributions from K-1   2    
    Investment interest expense 3, 79 82 82    
    Other expenses from K-1 3, 22 3 25 3    
    Amortization   241    
    Officers attending exempt functions 888 888    
    IRS estimated tax payment for 2021 year 10,000      
    Processing fee 2 2    
    Carried interest 171      
    Expenses from pass-thru entities 2,389 2,389    


    TY 2020 OtherIncomeSchedule2
    Name:
    Usher Family Foundation
    EIN:
    25-6681379
    Software ID:
    20011406
    Software Version:
    20.0.2.0
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Proceeds from class action settlement 80 80  
    IRS Refund 5,581    
    Passive losses Energy Transfer -3,268    


    TY 2020 OtherIncreasesSchedule
    Name:
    Usher Family Foundation
    EIN:
    25-6681379
    Software ID:
    20011406
    Software Version:
    20.0.2.0
    Description Amount
    Distributions 163,732
    Net transfers in 51,331


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    Usher Family Foundation
    EIN:
    25-6681379
    Software ID:
    20011406
    Software Version:
    20.0.2.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PNC Bank Hawthorn 17,503 15,560    
    Adams Capital Limited Partnership 11,888 11,888    
    MAI Capital Income Growth Fd 2,115 2,115    


    TY 2020 TaxesSchedule
    Name:
    Usher Family Foundation
    EIN:
    25-6681379
    Software ID:
    20011406
    Software Version:
    20.0.2.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Foreign withholding taxex   3,071