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
HAWKSGLEN FOUNDATION-TR
 
Number and street (or P.O. box number if mail is not delivered to street address)BNY MELLON NA - PO BOX 185
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH, PA152300185
A Employer identification number

25-6820594
B Telephone number (see instructions)

(412) 234-9684
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$4,512,668
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 81,450 81,140  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 107,743
b Gross sales price for all assets on line 6a 1,359,156
7 Capital gain net income (from Part IV, line 2)... 107,743
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)....... 6,900    
12 Total. Add lines 1 through 11........ 196,093 188,883  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 47,169 28,302   18,868
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 1,791 1,217   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... 2,872 553   2,319
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 51,832 30,072 0 21,187
25 Contributions, gifts, grants paid....... 172,000 172,000
26 Total expenses and disbursements. Add lines 24 and 25 223,832 30,072 0 193,187
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -27,739
b Net investment income (if negative, enter -0-) 158,811
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............. 4,434 1,854 1,854
2 Savings and temporary cash investments......... 117,638 27,810 27,810
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 3,551,937 Click to see attachment3,614,388 4,483,004
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) 3,674,009 3,644,052 4,512,668
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........ 3,674,009 3,644,052
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 3,674,009 3,644,052
30 Total liabilities and net assets/fund balances (see instructions). 3,674,009 3,644,052
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
3,674,009
2
Enter amount from Part I, line 27a .....................
2
-27,739
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
8
4
Add lines 1, 2, and 3 ..........................
4
3,646,278
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
2,226
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,644,052
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 13. PAYPAL HOLDINGS INC   2019-03-21 2020-01-07
b 8. ROCKWELL INTL CORP NEW   2019-09-12 2020-01-07
c 20. MERCK & CO INC   2019-07-09 2020-01-08
d 26. TEXAS INSTRUMENTS INC   2013-03-05 2020-01-08
e 7. NEXTERA ENERGY INC   2019-03-21 2020-01-10
10. US BANCORP DEL   2019-12-09 2020-01-10
10. US BANCORP DEL   2019-12-09 2020-01-13
27. VALERO ENERGY CORP NEW   2011-07-20 2020-01-15
1. ALPHABET INC   2018-08-17 2020-01-23
20. US BANCORP DEL   2018-11-26 2020-01-23
20. LENNAR CORP   2019-04-11 2020-01-24
30. RAYMOND JAMES FINL INC   2018-05-22 2020-01-24
2. ALPHABET INC   2018-10-04 2020-01-28
80. COMCAST CORP NEW CL A   2013-07-31 2020-01-28
21. HONEYWELL INTL INC   2013-07-31 2020-01-28
50. AT&T INC   2018-09-25 2020-02-03
2. CHIPOTLE MEXICAN GRILL INC   2018-08-17 2020-02-03
40. CITIGROUP INC   2018-08-17 2020-02-03
30. ELECTRONIC ARTS   2019-09-19 2020-02-03
70. MARATHON PETROLEUM CORP   2018-05-31 2020-02-03
50. HARTFORD FINL SVCS GROUP INC COM   2014-01-10 2020-02-04
10. MERCK & CO INC   2019-07-02 2020-02-05
1. VISA INC   2018-09-07 2020-02-05
6. VISA INC   2019-06-28 2020-02-05
40. AT&T INC   2015-10-23 2020-02-06
80. PFIZER INC COM   2017-10-12 2020-02-07
80. PFIZER INC COM   2019-04-09 2020-02-07
50. BANK AMER CORP   2019-12-13 2020-02-12
10. BANK AMER CORP   2017-10-18 2020-02-12
15. CHARLES RIV LABORATORIES INTL INC   2019-04-02 2020-02-12
6. APPLE COMPUTER INC COM   2019-10-07 2020-02-14
20. EDISON INTL   2019-11-15 2020-02-14
20. QUALCOMM INC   2019-12-09 2020-02-14
27. TARGET CORP   2019-01-08 2020-02-18
10. AMERICAN INTERNATIONAL GROUP   2018-02-09 2020-02-26
110. AMERICAN INTERNATIONAL GROUP   2019-08-13 2020-02-26
3. CHIPOTLE MEXICAN GRILL INC   2018-03-22 2020-03-03
30. EDISON INTL   2019-07-09 2020-03-03
30. LENNAR CORP   2019-04-01 2020-03-03
20. NEWMONT MINING CORP   2019-01-24 2020-03-03
30. NEWMONT MINING CORP   2020-02-03 2020-03-03
13. O'REILLY AUTOMOTIVE INC   2018-01-25 2020-03-03
30. EDISON INTL   2019-06-21 2020-03-04
110. E-TRADE GROUP COMMON   2019-10-10 2020-03-05
.0624 INGERSOLL RAND INC   2020-02-03 2020-03-09
60. SCHLUMBERGER LIMITED COM   2019-11-22 2020-03-10
82. APERGY CORP-W/I   2018-03-13 2020-03-11
50. CONAGRA FOODS INC   2019-03-25 2020-03-17
29. MICROSOFT CORP COM   2019-10-29 2020-03-26
40. QUALCOMM INC   2018-05-14 2020-03-26
10. QUALCOMM INC   2019-12-09 2020-03-26
6. SALESFORCE COM INC   2018-08-17 2020-03-26
12. SALESFORCE COM INC   2019-12-06 2020-03-26
5. SHOPIFY INC-A W/I   2019-11-04 2020-03-26
70. AT&T INC   2015-08-26 2020-03-30
35. DANAHER CORP COMMON   2018-12-06 2020-03-30
20. SQUARE INC - A   2020-02-03 2020-03-30
5. AMERICAN TOWER CORP-CL A   2019-11-01 2020-03-31
15. AMERICAN TOWER CORP-CL A   2019-09-19 2020-03-31
11. APPLE COMPUTER INC COM   2019-10-07 2020-03-31
40. QUALCOMM INC   2018-11-16 2020-03-31
11. BROADCOM INC   2013-10-10 2020-04-01
100. CONAGRA FOODS INC   2015-01-30 2020-04-07
2. MARTIN MARIETTA MATLS INC   2018-08-17 2020-04-14
5. MARTIN MARIETTA MATLS INC   2019-06-19 2020-04-14
5. MARTIN MARIETTA MATLS INC   2020-02-03 2020-04-14
60. MERCK & CO INC   2018-04-19 2020-04-14
10. MERCK & CO INC   2019-07-02 2020-04-14
2. AMAZON COM INC   2015-10-22 2020-04-30
20. MERCK & CO INC   2018-05-01 2020-04-30
3. SHOPIFY INC-A W/I   2019-11-04 2020-04-30
80. DELTA AIR LINES INC - W/I   2014-01-10 2020-05-05
16. MARTIN MARIETTA MATLS INC   2016-05-10 2020-05-05
40. BOSTON SCIENTIFIC CORP COM   2018-04-16 2020-05-07
60. INGERSOLL RAND INC   2019-11-20 2020-05-07
20. QUALCOMM INC   2018-11-12 2020-05-07
25. RAYTHEON TECHNOLOGIES CORP   2019-09-12 2020-05-07
35. RAYTHEON TECHNOLOGIES CORP   2015-01-12 2020-05-07
10. VISA INC   2018-09-07 2020-05-07
3. ANTHEM INC   2019-12-20 2020-05-13
17. ANTHEM INC   2019-02-21 2020-05-13
10. MERCK & CO INC   2007-01-30 2020-05-13
6. SERVICENOW INC   2016-11-16 2020-05-13
4. VERTEX PHARMACEUTICALS INC   2018-08-17 2020-05-13
1. ALPHABET INC   2020-03-03 2020-05-20
8. MICROSOFT CORP COM   2019-10-24 2020-05-20
10. PROOFPOINT INC   2019-09-05 2020-05-20
1. WAL MART STORES INC   2018-10-18 2020-05-20
9. WAL MART STORES INC   2019-09-12 2020-05-20
30. COGNEX CORP   2019-12-20 2020-05-21
10. NEWMONT MINING CORP   2019-01-14 2020-05-21
70. OUTFRONT MEDIA INC   2018-03-01 2020-05-21
10. PAYPAL HOLDINGS INC   2018-08-17 2020-05-21
20. RAYTHEON TECHNOLOGIES CORP   2014-12-12 2020-05-21
12. SAREPTA THERAPEUTICS INC   2019-03-05 2020-05-21
20. OUTFRONT MEDIA INC   2018-03-01 2020-05-22
20. OUTFRONT MEDIA INC   2018-08-17 2020-05-26
120. BOSTON SCIENTIFIC CORP COM   2015-03-19 2020-06-03
9. BERKSHIRE HATHAWAY INC DEL CL B   2020-01-15 2020-06-05
50. COLGATE PALMOLIVE CO COM   2018-11-13 2020-06-05
40. MORGAN STANLEY DEAN WITTER & CO   2020-02-04 2020-06-05
29. PROOFPOINT INC   2019-09-03 2020-06-05
20. WESTERN DIGITAL CORP   2020-03-05 2020-06-05
5. W W GRAINGER INCORPORATED   2019-10-01 2020-06-23
3. W W GRAINGER INCORPORATED   2019-10-02 2020-06-24
18. UNION PACIFIC CORP   2018-01-08 2020-06-29
9. UNION PACIFIC CORP   2020-01-28 2020-06-29
7. APPLE COMPUTER INC COM   2019-10-07 2020-07-02
30. BANK AMER CORP   2017-10-18 2020-07-02
50. BANK AMER CORP   2020-05-21 2020-07-02
8. BERKSHIRE HATHAWAY INC DEL CL B   2019-10-07 2020-07-02
2. BERKSHIRE HATHAWAY INC DEL CL B   2020-01-15 2020-07-02
6. BERKSHIRE HATHAWAY INC DEL CL B   2018-08-17 2020-07-02
50. CLEARWAY ENERGY INC-C   2019-05-13 2020-07-02
15. PEPSICO INC   2019-04-04 2020-07-02
40. PINTEREST INC- CLASS A   2019-09-19 2020-07-07
20. ADVANCED MICRO DEVICES INC   2019-11-19 2020-07-08
5. NVIDIA CORP   2019-12-20 2020-07-08
6. ALCON INC   2019-07-03 2020-07-08
24. ALCON INC   2019-07-02 2020-07-09
30. ALCON INC   2019-08-30 2020-07-09
70. MOSAIC CO/THE   2018-02-23 2020-07-15
50. MOSAIC CO/THE   2018-02-23 2020-07-16
14692.81 BNY MELLON INCOME STK FD CL M   2016-02-01 2020-07-17
9140.6 BNY MELLON INTL EQUITY INCOME FUND   2016-01-28 2020-07-17
3000. BNY MELLON INTL FD CL M SHSS   2016-01-28 2020-07-17
6357.649 BNYM DYN TTL RTRN-Y   2014-06-18 2020-07-17
127.771 BNYM DYN TTL RTRN-Y   2019-12-23 2020-07-17
1575.642 BNYM OPPORT SM CAP-Y   2010-01-19 2020-07-17
7325.581 BNYM GLBL RL EST SEC-Y   2018-04-12 2020-07-17
5898.369 BNYM INTL SMALL CAP-Y   2015-11-06 2020-07-17
3318.25 GATEWAY TR   2019-03-15 2020-07-17
4385.965 HOTCHKIS & WILEY HIGH YLD-I   2019-12-10 2020-07-17
10009.1 361 GLOBAL LNG/SHRT EQ-Y   2019-03-15 2020-07-17
7136.751 VIRTUS EMERGING MKTS OPPOR-I   2012-11-05 2020-07-17
25.095 VIRTUS EMERGING MKTS OPPOR-I   2019-12-20 2020-07-17
30. ABBVIE INC   2020-02-12 2020-07-21
40. AT&T INC   2015-08-26 2020-07-22
70. BANK AMER CORP   2016-07-27 2020-07-22
13. GOLDMAN SACHS GROUP INC   2018-08-17 2020-07-22
10. PIONEER NAT RES CO   2019-09-10 2020-07-22
7. SPLUNK INC   2019-09-11 2020-07-22
2. SPLUNK INC   2015-12-31 2020-07-22
9. SQUARE INC - A   2019-11-19 2020-07-22
90. AT&T INC   2018-02-01 2020-07-24
38. RAYTHEON TECHNOLOGIES CORP   2014-12-05 2020-07-28
40. OMNICOM GROUP INC COM   2014-05-12 2020-07-29
40. WESTERN DIGITAL CORP   2019-08-19 2020-07-29
20. WESTERN DIGITAL CORP   2020-03-05 2020-07-29
10. HESS CORP   2019-08-01 2020-08-12
40. HESS CORP   2020-02-18 2020-08-12
60. INTEL CORPORATION   2020-01-24 2020-08-12
40. NEWMONT MINING CORP   2019-01-14 2020-08-12
90. FREEPORT-MCMORAN COPPER & GOLD INC CL B   2018-02-08 2020-08-14
10. MORGAN STANLEY DEAN WITTER & CO   2020-02-04 2020-08-14
20. MORGAN STANLEY DEAN WITTER & CO   2018-05-01 2020-08-14
8. MEDTRONIC PLC   2019-11-19 2020-08-14
3. APPLE COMPUTER INC COM   2019-10-07 2020-08-25
7. LOWES COMPANIES INC COM   2020-06-23 2020-08-25
40. CF INDS HLDGS INC   2019-04-18 2020-08-27
50. LOUISIANA PACIFIC CORP   2020-06-05 2020-08-27
8. LOWES COMPANIES INC COM   2020-03-03 2020-08-27
32. MC DONALDS CORPORATION COMMON   2018-10-10 2020-08-27
3. NVIDIA CORP   2019-12-20 2020-08-27
30. PINTEREST INC- CLASS A   2019-09-20 2020-08-27
24. VISA INC   2016-07-06 2020-08-27
10. D R HORTON INC   2020-07-07 2020-08-28
30. STATE ST CORP COM   2020-01-07 2020-09-04
30. STATE ST CORP COM   2020-05-07 2020-09-04
12. APPLE COMPUTER INC COM   2019-10-07 2020-09-10
11. APPLE COMPUTER INC COM   2017-08-07 2020-09-10
100. AMERICAN INTERNATIONAL GROUP   2018-08-17 2020-09-11
20. CISCO SYS INC   2020-08-12 2020-09-11
40. CITIGROUP INC   2017-05-17 2020-09-11
60. CITIGROUP INC   2017-05-17 2020-09-15
3. MASIMO CORP   2019-09-06 2020-09-15
3. MASIMO CORP   2019-11-20 2020-09-15
3. SERVICENOW INC   2016-11-16 2020-09-15
1. AMAZON COM INC   2015-10-22 2020-09-16
20. APPLIED MATERIALS INC   2019-08-13 2020-09-16
20. APPLIED MATERIALS INC   2019-12-06 2020-09-16
13. LOWES COMPANIES INC COM   2020-03-03 2020-09-16
14. MICROSOFT CORP COM   2016-11-16 2020-09-16
9. MICROSOFT CORP COM   2019-10-24 2020-09-16
1. SHOPIFY INC-A W/I   2019-11-04 2020-09-16
40. CISCO SYS INC   2020-05-20 2020-09-22
40. CONOCOPHILLIPS   2019-11-07 2020-09-22
11. BIOGEN IDEC INC   2020-01-10 2020-10-05
30. LAMAR ADVERTISING CO A   2020-05-21 2020-10-12
1. BECTON DICKINSON AND COMPANY   2019-09-09 2020-10-16
6. BECTON DICKINSON AND COMPANY   2020-01-28 2020-10-16
60. CF INDS HLDGS INC   2018-03-20 2020-10-16
48. VISA INC   2016-07-06 2020-10-16
40. LENNAR CORP   2019-04-01 2020-10-19
20. LPL FINANCIAL HOLIDAYS INC   2018-09-26 2020-10-20
50. PPL CORP   2019-12-31 2020-10-20
6. PIONEER NAT RES CO   2019-09-10 2020-10-21
22. PIONEER NAT RES CO   2020-02-03 2020-10-21
12. VERTEX PHARMACEUTICALS INC   2018-03-02 2020-10-22
30. APPLIED MATERIALS INC   2019-08-13 2020-10-23
10. APPLIED MATERIALS INC   2020-04-07 2020-10-23
30. APPLIED MATERIALS INC   2020-03-26 2020-10-26
40. CVS CORP   2018-04-30 2020-10-26
19. INTERNATIONAL BUSINESS MACHINES CORP   2018-04-12 2020-10-28
10. APTIV PLC   2020-06-03 2020-10-30
30. APTIV PLC   2020-06-03 2020-11-02
19. S & P GLOBAL INC   2020-02-26 2020-11-05
110. TWITTER INC   2019-04-30 2020-11-06
17. LOWES COMPANIES INC COM   2020-03-03 2020-11-09
28. PNC FINANCIAL SERVICES GROUP INC   2020-07-22 2020-11-12
80. INTEL CORPORATION   2020-01-28 2020-11-18
3. ANTHEM INC   2019-12-20 2020-11-24
2. ANTHEM INC   2019-07-25 2020-11-24
50. ARCHER DANIELS MIDLAND CO COM   2019-05-01 2020-11-24
120. FREEPORT-MCMORAN COPPER & GOLD INC CL B   2018-04-30 2020-11-24
30. PPL CORP   2019-10-24 2020-11-24
30. PPL CORP   2019-12-31 2020-11-24
50. CARRIER GLOBAL CORP   2020-07-22 2020-11-25
60. FIRSTENERGY CORP   2020-07-02 2020-11-25
5. GOLDMAN SACHS GROUP INC   2018-10-18 2020-11-25
60. DOW INC.   2014-01-10 2020-11-30
10. LPL FINANCIAL HOLIDAYS INC   2018-09-26 2020-12-02
20. LPL FINANCIAL HOLIDAYS INC   2020-03-26 2020-12-02
7. THERMO ELECTRON CORP   2020-07-21 2020-12-10
35. MERCK & CO INC   2007-01-30 2020-12-15
40. INGERSOLL RAND INC   2019-11-04 2020-12-23
4. SHOPIFY INC-A W/I   2019-11-04 2020-12-23
2. TWILIO INC - A   2017-02-13 2020-12-23
27. WAL MART STORES INC   2018-10-18 2020-12-23
1. FUGIO VC FUND IV, LP   2020-12-30 2020-12-31
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CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,431   1,355 76
b 1,630   1,329 301
c 1,770   1,689 81
d 3,377   909 2,468
e 1,705   1,339 366
566   602 -36
564   602 -38
2,484   635 1,849
1,487   1,203 284
1,088   1,087 1
1,334   1,019 315
2,704   3,043 -339
2,897   2,390 507
3,520   1,795 1,725
3,648   1,668 1,980
1,852   1,707 145
1,740   1,014 726
3,015   2,778 237
3,145   2,988 157
3,657   5,827 -2,170
2,898   2,111 787
844   844  
205   143 62
1,227   1,032 195
1,518   1,362 156
3,044   2,911 133
3,044   3,486 -442
1,741   1,729 12
348   266 82
2,551   2,221 330
1,948   1,453 495
1,544   1,404 140
1,807   1,705 102
3,167   1,885 1,282
452   587 -135
4,976   6,010 -1,034
2,205   1,272 933
2,060   2,084 -24
1,906   1,493 413
982   644 338
1,473   1,367 106
4,745   3,747 998
2,072   2,005 67
4,714   4,619 95
1   2 -1
1,106   2,208 -1,102
637   3,520 -2,883
1,520   1,384 136
4,302   4,178 124
2,558   2,367 191
640   852 -212
891   849 42
1,781   1,897 -116
2,281   1,777 504
2,108   2,326 -218
4,863   3,867 996
1,100   1,586 -486
1,091   1,095 -4
3,273   3,401 -128
2,813   2,520 293
2,693   2,253 440
2,450   477 1,973
3,088   2,452 636
401   406 -5
1,003   1,110 -107
1,003   1,372 -369
4,938   3,662 1,276
823   844 -21
4,815   1,136 3,679
1,594   1,152 442
1,901   926 975
1,762   3,413 -1,651
2,892   3,098 -206
1,480   1,244 236
1,663   2,046 -383
1,579   1,093 486
1,414   1,929 -515
1,979   2,456 -477
1,827   1,401 426
801   897 -96
4,537   5,217 -680
767   249 518
2,190   975 1,215
1,098   700 398
1,407   1,338 69
1,478   1,143 335
1,155   1,275 -120
125   96 29
1,126   1,052 74
1,833   1,708 125
634   322 312
1,020   1,406 -386
1,486   890 596
1,197   1,298 -101
1,752   1,797 -45
291   386 -95
299   370 -71
4,518   2,360 2,158
1,799   2,051 -252
3,528   3,099 429
2,050   2,179 -129
3,173   3,591 -418
994   1,163 -169
1,508   1,435 73
886   857 29
2,934   2,711 223
1,467   1,623 -156
2,566   1,604 962
699   797 -98
1,166   1,151 15
1,433   1,660 -227
358   456 -98
1,075   1,230 -155
1,159   731 428
1,999   1,923 76
1,032   1,208 -176
1,060   816 244
2,030   1,195 835
342   376 -34
1,361   1,503 -142
1,701   1,831 -130
940   2,027 -1,087
665   1,435 -770
105,494   112,400 -6,906
100,638   111,800 -11,162
37,440   32,933 4,507
103,693   98,863 4,830
2,084   2,104 -20
40,147   37,429 2,718
55,162   63,000 -7,838
71,783   77,455 -5,672
113,219   110,000 3,219
45,702   50,000 -4,298
111,702   110,000 1,702
78,504   72,607 5,897
276   290 -14
2,935   2,909 26
1,202   1,303 -101
1,693   1,025 668
2,718   3,023 -305
996   1,346 -350
1,436   803 633
410   164 246
1,156   598 558
2,686   2,929 -243
2,310   2,427 -117
2,163   2,707 -544
1,696   2,293 -597
848   1,082 -234
538   642 -104
2,151   2,426 -275
2,907   4,104 -1,197
2,551   1,286 1,265
1,231   1,439 -208
521   545 -24
1,042   1,036 6
803   891 -88
1,496   687 809
1,164   943 221
1,325   1,754 -429
1,650   1,353 297
1,336   923 413
6,824   5,470 1,354
1,537   717 820
1,037   906 131
5,056   2,137 2,919
726   568 158
2,050   2,457 -407
2,050   1,742 308
1,402   687 715
1,285   435 850
2,824   5,193 -2,369
795   950 -155
2,034   2,507 -473
2,842   3,675 -833
675   473 202
675   465 210
1,391   257 1,134
3,097   568 2,529
1,130   963 167
1,130   1,133 -3
2,166   1,416 750
2,877   1,573 1,304
1,849   1,255 594
899   309 590
1,563   1,864 -301
1,372   2,536 -1,164
3,065   3,336 -271
2,077   2,050 27
236   261 -25
1,415   1,682 -267
1,766   2,448 -682
9,580   3,579 6,001
3,324   1,959 1,365
1,676   1,326 350
1,393   1,818 -425
479   808 -329
1,757   2,384 -627
2,507   2,028 479
1,828   1,445 383
609   465 144
1,775   1,392 383
2,371   2,742 -371
2,029   2,835 -806
963   837 126
2,913   2,510 403
6,775   5,400 1,375
4,736   4,469 267
2,678   1,852 826
3,413   2,997 416
3,633   4,992 -1,359
948   897 51
632   581 51
2,507   2,222 285
2,766   1,771 995
917   1,002 -85
917   1,073 -156
1,945   1,369 576
1,587   2,357 -770
1,175   1,129 46
3,177   3,079 98
937   663 274
1,874   1,113 761
3,242   2,860 382
2,820   871 1,949
1,826   1,339 487
4,951   1,235 3,716
728   69 659
3,863   2,604 1,259
2,474     2,474
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
      69,784
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       76
b       301
c       81
d       2,468
e       366
      -36
      -38
      1,849
      284
      1
      315
      -339
      507
      1,725
      1,980
      145
      726
      237
      157
      -2,170
      787
       
      62
      195
      156
      133
      -442
      12
      82
      330
      495
      140
      102
      1,282
      -135
      -1,034
      933
      -24
      413
      338
      106
      998
      67
      95
      -1
      -1,102
      -2,883
      136
      124
      191
      -212
      42
      -116
      504
      -218
      996
      -486
      -4
      -128
      293
      440
      1,973
      636
      -5
      -107
      -369
      1,276
      -21
      3,679
      442
      975
      -1,651
      -206
      236
      -383
      486
      -515
      -477
      426
      -96
      -680
      518
      1,215
      398
      69
      335
      -120
      29
      74
      125
      312
      -386
      596
      -101
      -45
      -95
      -71
      2,158
      -252
      429
      -129
      -418
      -169
      73
      29
      223
      -156
      962
      -98
      15
      -227
      -98
      -155
      428
      76
      -176
      244
      835
      -34
      -142
      -130
      -1,087
      -770
      -6,906
      -11,162
      4,507
      4,830
      -20
      2,718
      -7,838
      -5,672
      3,219
      -4,298
      1,702
      5,897
      -14
      26
      -101
      668
      -305
      -350
      633
      246
      558
      -243
      -117
      -544
      -597
      -234
      -104
      -275
      -1,197
      1,265
      -208
      -24
      6
      -88
      809
      221
      -429
      297
      413
      1,354
      820
      131
      2,919
      158
      -407
      308
      715
      850
      -2,369
      -155
      -473
      -833
      202
      210
      1,134
      2,529
      167
      -3
      750
      1,304
      594
      590
      -301
      -1,164
      -271
      27
      -25
      -267
      -682
      6,001
      1,365
      350
      -425
      -329
      -627
      479
      383
      144
      383
      -371
      -806
      126
      403
      1,375
      267
      826
      416
      -1,359
      51
      51
      285
      995
      -85
      -156
      576
      -770
      46
      98
      274
      761
      382
      1,949
      487
      3,716
      659
      1,259
      2,474
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 107,743
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 2,207
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 2,207
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 2,207
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 1,148
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 1,852
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,000
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 10 793
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet793 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletPA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    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 addressbullet  
    14
    The books are in care ofbulletBNY MELLON NA Telephone no.bullet (412) 234-9684

    Located atbulletPO BOX 185PITTSBURGHPA ZIP+4bullet152300185
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    REBECCA B HUMPHREY CO-TRUSTEE
    5
    20,000    
    PO BOX 909
    GREENSBURG,PA152300185
    BNY MELLON N A TRUSTEE
    0
    27,169    
    PO BOX 185
    PITTSBURGH,PA152300185
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    4,034,347
    b
    Average of monthly cash balances.......................
    1b
    132,421
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    4,166,768
    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
    4,166,768
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    62,502
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    4,104,266
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    205,213
    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
    205,213
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    2,207
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,207
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    203,006
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    203,006
    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
    203,006
    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
    193,187
    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
    193,187
    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
    193,187
    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 7 203,006
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 4,003
    b From 2016...... 29,949
    c From 2017...... 0
    d From 2018...... 0
    e From 2019...... 22,127
    fTotal of lines 3a through e........ 56,079
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 193,187
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2020 distributable amount..... 193,187
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 9,819 9,819
    (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 46,260
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
    46,260
    10 Analysis of line 9:
    a Excess from 2016.... 24,133
    b Excess from 2017.... 0
    c Excess from 2018.... 0
    d Excess from 2019.... 22,127
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    NONE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    RICHARD COLEMAN CO BNY MELLON
    ONE MELLON CENTER 151-3711
    PITTSBURGH,PA15258
    (412) 234-8338
    bThe form in which applications should be submitted and information and materials they should include:
    LETTER DESCRIBING ORGANIZATION AND SPECIFICS OF NEED
    cAny submission deadlines:
    NOT APPLICABLE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NOT APPLICABLE
    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
    WESTMORELAND COUNTY PARKS & RECREATION
    194 DONOHOE ROAD
    GREENSBURG,PA156016986
    NONE PC GENERAL OPERATING 1,000
    YWCA WESTMORELAND COUNTY
    424 N MAIN STREET
    GREENSBURG,PA15601
    NONE PC GENERAL OPERATING 4,000
    PITTSBURGH PARKS CONSERVANCY
    45 SOUTH 23RD STREET SUITE 101
    PITTSBURGH,PA15203
    NONE PC GENERAL OPERATING 1,000
    PITTSBURGH COMMUNITY BROADCASTING CORP
    67 BEDFORD SQUARE
    PITTSBURGH,PA15203
    NONE PC GENERAL OPERATING 10,000
    WESTMORELAND MUSEUM OF AMERICAN ART
    221 N MAIN ST
    Greensburg,PA15601
    NONE PC GENERAL OPERATING PURPOSES 1,000
    WQED
    4802 FIFTH AVE
    PITTSBURGH,PA15213
    NONE PC GENERAL OPERATING PURPOSES 3,000
    WESTOVER SCHOOL
    PO BOX 847
    MIDDLEBURY,CT06762
    NONE PC GENERAL OPERATING PURPOSES 4,000
    WESTMORELAND SYMPHONY ORCHESTRA
    951 OLD SALEM RD
    GREENSBURG,PA15601
    NONE PC GENERAL OPERATING PURPOSES 4,000
    SMITH COLLEGE - FOR THE SMITH FUND
    33 ELM STREET
    NORTHAMPTON,MA01063
    NONE PC GENERAL OPERATING PURPOSES 12,000
    PLANNED PARENTHOOD FEDERATION OF AMERICA
    123 WILLIAM ST
    NEW YORK,NY10038
    NONE PC GENERAL OPERATING PURPOSES 10,000
    PITTSBURGH ZOO & PPG AQUARIUM
    ONE WILD PLACE
    PITTSBURGH,PA15206
    NONE PC GENERAL OPERATING PURPOSES 2,000
    PHIPPS CONSERVATORY AND BOTANICAL GARDEN
    1 SCHENLEY DRIVE
    PITTSBURGH,PA15213
    NONE PC GENERAL OPERATING PURPOSES 11,000
    NARAL PRO-CHOICE AMERICA FOUNDATION NEW
    1156 15TH ST NW SUITE 700
    WASHINGTON,DC20005
    NONE PC GENERAL OPERATING PURPOSES 9,000
    MOUNTAIN PLAYHOUSE
    PO BOX 205
    JENNERSTOWN,PA15547
    NONE PC GENERAL OPERATING PURPOSES 2,000
    MEMORIAL SLOAN-KETTERING CANCER
    1275 YORK AVE
    NEW YORK,NY10065
    NONE PC GENERAL OPERATING PURPOSES 5,000
    MAGEE WOMEN'S RESEARCH INSTITUTE & FOUND
    3339 WARD ST
    PITTSBURGH,PA15213
    NONE PC GENERAL OPERATING PURPOSES 8,000
    UPMC HILLMAN CANCER CENTER
    5115 CENTRE AVE
    PITTSBURGH,PA15232
    NONE PC GENERAL OPERATING PURPOSES 8,000
    GREENSBURG HEMPFIELD LIBRARY
    237 S PENNSYLVANIA AVE
    GREENSBURG,PA15601
    NONE PC GENERAL OPERATING PURPOSES 46,000
    GARDEN CLUB OF ALLEGHENY COUNTY
    PO BOX 11583
    PITTSBURGH,PA15238
    NONE PC GENERAL OPERATING PURPOSES 4,000
    COMPASSION AND CHOICES
    PO BOX 101810
    DENVER,CO80250
    NONE PC GENERAL OPERATING PURPOSES 5,000
    CARNEGIE MUSEUM-POWDERMILL
    4400 FORBES AVE
    PITTSBURGH,PA15213
    NONE PC GENERAL OPERATING PURPOSES 16,000
    CARNEGIE MUSEUM OF ART
    4400 FORBES AVE
    PITTSBURGH,PA15213
    NONE PC GENERAL OPERATING PURPOSES 6,000
    Total .................................bullet 3a 172,000
    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 81,450  
    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 ............
        18 107,743  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aFEDERAL TAX REFUND
        1 6,900  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   196,093  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    196,093
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 InvestmentsOtherSchedule2
    Name:
    HAWKSGLEN FOUNDATION-TR
    EIN:
    25-6820594
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    999100373 FUGIO VC FUND IV LP AT COST 12,163 1,721
    026874784 AMERICAN INTERNATION      
    05569M855 BNY MELLON EMERGING AT COST 122,910 190,837
    060505104 BANK AMER CORP AT COST 2,765 5,759
    075887109 BECTON DICKINSON AND AT COST 6,830 7,006
    084670702 BERKSHIRE HATHAWAY I AT COST 10,376 14,144
    101137107 BOSTON SCIENTIFIC CO      
    14040H105 CAPITAL ONE FINL COR AT COST 7,113 8,897
    902973304 US BANCORP DEL AT COST 5,528 5,591
    91913Y100 VALERO ENERGY CORP N      
    92826C839 VISA INC      
    929089100 VOYA FINANCIAL INC AT COST 6,384 8,822
    882508104 TEXAS INSTRUMENTS IN      
    90138F102 TWILIO INC - A AT COST 622 6,093
    05569M368 BNY MELLON CORP BOND AT COST 248,700 275,068
    05569M509 BNY MELLON MID CAP S AT COST 169,535 327,173
    05569M871 BNY MELLON INTL FD C AT COST 73,775 112,398
    205887102 CONAGRA FOODS INC      
    573284106 MARTIN MARIETTA MATL      
    617446448 MORGAN STANLEY DEAN AT COST 9,256 14,391
    67103H107 O'REILLY AUTOMOTIVE      
    747525103 QUALCOMM INC AT COST 12,039 18,738
    79466L302 SALESFORCE COM INC AT COST 3,213 10,014
    806857108 SCHLUMBERGER LIMITED      
    81762P102 SERVICENOW INC AT COST 1,372 8,807
    913017109 UNITED TECHNOLOGIES      
    931142103 WAL MART STORES INC      
    023135106 AMAZON COM INC AT COST 3,902 32,569
    03076C106 AMERIPRISE FINL INC AT COST 2,693 2,721
    037833100 APPLE COMPUTER INC C AT COST 9,842 37,286
    03755L104 APERGY CORP-W/I      
    459200101 INTERNATIONAL BUSINE      
    517834107 LAS VEGAS SANDS CORP AT COST 5,521 5,960
    61945C103 MOSAIC CO/THE AT COST 3,302 3,452
    713448108 PEPSICO INC AT COST 9,715 12,161
    74762E102 QUANTA SVCS INC AT COST 3,160 5,762
    907818108 UNION PACIFIC CORP AT COST 4,409 8,745
    G5960L103 MEDTRONIC PLC AT COST 13,307 15,931
    04621X108 ASSURANT INC AT COST 7,373 8,582
    05569M384 BNY MELLON INTL EQUI      
    05569M830 BNY MELLON BOND FD C AT COST 544,575 569,654
    125269100 CF INDS HLDGS INC AT COST 8,108 9,290
    126650100 CVS CORP      
    20030N101 COMCAST CORP NEW CL AT COST 5,497 6,288
    219350105 CORNING INC COM AT COST 7,481 7,920
    438516106 HONEYWELL INTL INC      
    05569M780 BNY MELLON S/T US GV AT COST 155,197 155,967
    05569M814 BNY MELLON INTERMEDI AT COST 306,085 315,858
    235851102 DANAHER CORP COMMON AT COST 4,767 4,665
    247361702 DELTA AIR LINES INC      
    929160109 VULCAN MATERIALS COM AT COST 5,350 10,085
    172967424 CITIGROUP INC      
    194162103 COLGATE PALMOLIVE CO      
    42809H107 HESS CORP AT COST 6,645 6,863
    532457108 ELI LILLY & CO COM AT COST 9,536 12,832
    681919106 OMNICOM GROUP INC CO      
    35671D857 FREEPORT-MCMORAN COP AT COST 5,168 13,270
    46625H100 J P MORGAN CHASE & C AT COST 7,774 21,094
    56585A102 MARATHON PETROLEUM C AT COST 13,864 9,926
    58933Y105 MERCK & CO INC      
    717081103 PFIZER INC COM      
    718546104 PHILLIPS 66 AT COST 5,503 5,525
    92532F100 VERTEX PHARMACEUTICA      
    00206R102 AT&T INC      
    02079K107 ALPHABET INC AT COST 20,121 36,789
    05569M301 BNY MELLON INCOME ST      
    11135F101 BROADCOM INC      
    169656105 CHIPOTLE MEXICAN GRI      
    37045V100 GENERAL MOTORS CO AT COST 8,225 9,994
    416515104 HARTFORD FINL SVCS G      
    50212V100 LPL FINANCIAL HOLIDA      
    58155Q103 MCKESSON CORPORATION AT COST 2,909 2,783
    17275R102 CISCO SYS INC AT COST 4,675 6,265
    38141G104 GOLDMAN SACHS GROUP AT COST 9,077 12,658
    443573100 HUBSPOT INC AT COST 1,153 6,343
    444859102 HUMANA INC COM AT COST 7,338 9,026
    464287507 ISHARES TR S&P MIDCA AT COST 22,463 35,394
    651639106 NEWMONT MINING CORP      
    70450Y103 PAYPAL HOLDINGS INC AT COST 3,145 12,178
    92828W361 VIRTUS EMERGING MKTS      
    580135101 MC DONALDS CORPORATI      
    594918104 MICROSOFT CORP COM AT COST 8,920 33,585
    69007J106 OUTFRONT MEDIA INC      
    69351T106 PPL CORP AT COST 8,788 8,742
    754730109 RAYMOND JAMES FINL I      
    848637104 SPLUNK INC AT COST 1,625 4,927
    803607100 SAREPTA THERAPEUTICS AT COST 2,689 3,921
    808513105 SCHWAB CHARLES CORP AT COST 3,634 4,774
    852234103 SQUARE INC - A AT COST 2,724 8,923
    036752103 ANTHEM INC AT COST 3,477 3,853
    038222105 APPLIED MATERIALS IN AT COST 5,988 9,493
    05587N794 BNYM GLBL RL RTRN -Y AT COST 97,900 108,316
    05588D753 BNY MELLON INTL EQTY AT COST 39,526 57,402
    159864107 CHARLES RIV LABORATO      
    192422103 COGNEX CORP AT COST 3,760 6,423
    20825C104 CONOCOPHILLIPS AT COST 4,569 3,599
    260557103 DOW INC.      
    281020107 EDISON INTL      
    46141Q865 361 GLOBAL LNG/SHRT      
    526057104 LENNAR CORP AT COST 1,745 3,049
    743424103 PROOFPOINT INC      
    666807102 NORTHROP GRUMMAN COR AT COST 2,629 2,133
    723787107 PIONEER NAT RES CO      
    82509L107 SHOPIFY INC-A W/I      
    87612E106 TARGET CORP      
    90184L102 TWITTER INC      
    98978V103 ZOETIS INC AT COST 3,970 5,958
    258620103 DOUBLELINE TOTAL RET AT COST 50,000 50,141
    65339F101 NEXTERA ENERGY INC AT COST 2,988 5,246
    H1467J104 CHUBB LTD AT COST 9,572 10,774
    05587N737 BNYM OPPORT SM CAP-Y      
    44134R735 HOTCHKIS & WILEY HIG      
    502431109 L3HARRIS TECHNOLOGIE AT COST 6,427 7,939
    64128R608 NEUBERGER BERMAN LON AT COST 110,000 132,977
    67066G104 NVIDIA CORP AT COST 7,066 14,099
    72352L106 PINTEREST INC- CLASS AT COST 2,653 7,908
    989207105 ZEBRA TECHNOLOGIES C AT COST 3,801 6,918
    H01301128 ALCON INC      
    05587K865 BNYM SELECT MGR S/C AT COST 66,198 93,706
    285512109 ELECTRONIC ARTS      
    007903107 ADVANCED MICRO DEVIC AT COST 3,331 9,171
    031100100 AMETEK INC NEW AT COST 5,195 6,289
    05587N505 BNYM DYN TTL RTRN-Y      
    05588F709 BNYM GLBL RL EST SEC      
    18539C204 CLEARWAY ENERGY INC- AT COST 1,652 3,512
    269246401 E-TRADE GROUP COMMON      
    36555P107 GARDNER DENVER HOLDI      
    367829884 GATEWAY TR      
    546347105 LOUISIANA PACIFIC CO AT COST 3,036 4,460
    69447T771 P F FLOATING RATE IN AT COST 100,000 97,782
    958102105 WESTERN DIGITAL CORP      
    574795100 MASIMO CORP AT COST 1,994 3,489
    595017104 MICROCHIP TECHNOLOGY AT COST 6,970 9,944
    773903109 ROCKWELL INTL CORP N AT COST 4,357 6,772
    03027X100 AMERICAN TOWER CORP-      
    05587N851 BNYM GLBL DYN BND IN AT COST 42,200 43,628
    26614N102 DUPONT DE NEMOURS IN      
    039483102 ARCHER DANIELS MIDLA AT COST 3,533 4,537
    05587K824 BNYM SEL MGR S/C VAL AT COST 38,675 55,433
    05587K840 BNYM GLOBAL STOCK-Y AT COST 35,479 65,617
    384802104 W W GRAINGER INCORPO      
    46120E602 INTUITIVE SURGICAL I AT COST 5,341 7,363
    983134107 WYNN RESORTS LTD AT COST 5,957 4,852
    G47791101 INGERSOLL-RAND PLC      
    G96629103 WILLIS TOWERS WATSON AT COST 3,483 3,792
    09661F701 BNYM INTL SMALL CAP-      
    14448C104 CARRIER GLOBAL CORP AT COST 3,503 5,960
    92857W308 VODAFONE GROUP PLC N AT COST 4,046 4,285
    G46188101 HORIZON THERAPEUTICS AT COST 2,934 4,389
    759351604 REINSURANCE GROUP AM AT COST 2,682 3,013
    90353T100 UBER TECHNOLOGIES IN AT COST 4,119 4,080
    83304A106 SNAP INC CL A AT COST 2,642 5,007
    871829107 SYSCO CORP AT COST 4,886 5,198
    G3198U102 ESSENT GROUP LTD AT COST 2,645 3,024
    584021109 MEDALLIA I NC AT COST 2,916 2,658
    G8994E103 TRANE TECHNOLOGIES P AT COST 7,549 11,032
    05587K857 BNYM INTL STCK-Y AT COST 100,000 111,485
    88160R101 TESLA MOTORS INC AT COST 6,048 10,585
    G29183103 EATON CORP PLC AT COST 10,118 13,215
    25659T107 DOLBY LABORATORIES I AT COST 2,366 3,885
    31428X106 FEDEX CORPORATION AT COST 1,214 1,298
    74437E404 PGIM JENNISON GROWTH AT COST 175,000 199,562
    65341B106 NEXTERA ENERGY PARTN AT COST 4,100 5,364
    05588E850 BNY MELLON HIGH YIEL AT COST 75,000 78,712
    04271T100 ARRAY TECHNOLOGIES I AT COST 2,565 2,588
    02005N100 ALLY FINANCIAL INC AT COST 2,533 3,566
    759916109 REPLIGEN CORP AT COST 3,214 3,833
    962166104 WEYERHAEUSER CO COM AT COST 2,294 2,682
    833445109 SNOWFLAKE INC-CLASS AT COST 4,321 4,502
    22788C105 CROWDSTRIKE HOLDINGS AT COST 4,618 4,448
    45687V106 INGERSOLL RAND INC AT COST 4,327 6,242
    00769G303 SANDS CAP GLOBAL GRO AT COST 50,000 60,009
    30161N101 EXELON CORP AT COST 6,546 7,177
    548661107 LOWES COMPANIES INC AT COST 4,672 6,902
    00287Y109 ABBVIE INC AT COST 16,054 19,287
    443510607 HUBBELL INC COM AT COST 2,915 3,136
    918204108 V F CORPORATION COM AT COST 5,989 7,687
    98980L101 ZOOM VIDEO COMMUNICA AT COST 4,658 3,036
    09857L108 BOOKING HOLDINGS INC AT COST 5,471 6,682
    00130H105 AES CORPORATION AT COST 2,828 3,290
    110122108 BRISTOL MYERS SQUIBB AT COST 5,019 4,962
    N6596X109 NXP SEMICONDUCTORS N AT COST 5,779 7,632
    252131107 DEXCOM INC AT COST 2,781 3,697
    879369106 TELEFLEX INC AT COST 4,299 5,350
    G5876H105 MARVELL TECHNOLOGY G AT COST 4,113 4,754
    127097103 CABOT OIL & GAS CORP AT COST 2,750 2,279
    05587K832 BNYM US EQUITY FUND- AT COST 200,000 231,224
    03662Q105 ANSYS INC AT COST 5,455 5,457
    89832Q109 TRUIST FINL CORP AT COST 2,761 3,355
    718172109 PHILIP MORRIS INTERN AT COST 5,786 5,795
    09661D508 BNYM SUSTAIN US EQTY AT COST 190,000 214,520
    68902V107 OTIS WORLDWIDE CORP AT COST 3,644 3,985
    81181C104 SEAGEN INC AT COST 3,774 3,678
    30303M102 FACEBOOK INC AT COST 11,141 17,755

    TY 2020 OtherDecreasesSchedule
    Name:
    HAWKSGLEN FOUNDATION-TR
    EIN:
    25-6820594
    Description Amount
    PY PENDING SALES ADJ 103
    RETURN OF CAPITAL ADJ 122
    ROC ADJ OF CY SALES 77
    FUGIO VC FUND IV, LP 1,924


    TY 2020 OtherExpensesSchedule
    Name:
    HAWKSGLEN FOUNDATION-TR
    EIN:
    25-6820594
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER NON-ALLOCABLE EXPENSE - 2,319 0   2,319
    FROM PARTNERSHIP/S-CORP 553 553   0


    TY 2020 OtherIncomeSchedule2
    Name:
    HAWKSGLEN FOUNDATION-TR
    EIN:
    25-6820594
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    FEDERAL TAX REFUND 6,900 0  


    TY 2020 OtherIncreasesSchedule
    Name:
    HAWKSGLEN FOUNDATION-TR
    EIN:
    25-6820594
    Description Amount
    ROUNDING 8


    TY 2020 TaxesSchedule
    Name:
    HAWKSGLEN FOUNDATION-TR
    EIN:
    25-6820594
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 1,114 1,114   0
    FEDERAL ESTIMATES - INCOME 574 0   0
    FOREIGN TAXES ON NONQUALIFIED 103 103   0