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
POLLY A LEVEE CHARITABLE TRUST - TRUST A -
 
Number and street (or P.O. box number if mail is not delivered to street address)116 ALLEGHENY CENTER MALL P8YB3502L
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH, PA15212
A Employer identification number

23-2735661
B Telephone number (see instructions)

(215) 585-5543
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$11,410,500J 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... 424,630 421,931  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -58,369
b Gross sales price for all assets on line 6a 629,704
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 3,912    
12 Total. Add lines 1 through 11........ 370,173 421,931  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 36,111 25,121   10,990
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)... Click to see attachment 10,709 3,989   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 3,637 3,637    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 50,457 32,747 0 10,990
25 Contributions, gifts, grants paid....... 619,996 619,996
26 Total expenses and disbursements. Add lines 24 and 25 670,453 32,747 0 630,986
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -300,280
b Net investment income (if negative, enter -0-) 389,184
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............. 457,175    
2 Savings and temporary cash investments.........   417,333 417,333
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)....... 1,066,358 Click to see attachment1,004,067 1,125,038
c Investments—corporate bonds (attach schedule)....... 4,106,368 Click to see attachment4,091,760 5,142,008
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 3,639,627 Click to see attachment3,439,627 4,726,121
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) 9,269,528 8,952,787 11,410,500
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........ 9,240,986 8,952,787
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 28,542  
29 Total net assets or fund balances (see instructions)..... 9,269,528 8,952,787
30 Total liabilities and net assets/fund balances (see instructions). 9,269,528 8,952,787
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
9,269,528
2
Enter amount from Part I, line 27a .....................
2
-300,280
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
952
4
Add lines 1, 2, and 3 ..........................
4
8,970,200
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
17,413
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
8,952,787
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 114. ROYAL DSM N V SPONSORED ADR   2016-09-19 2020-01-15
b 200000. BARCLAYS RTY NOTE PHOENIX AUTOCALL, 10.30% COUPON   2018-04-05 2020-01-28
c 30. RWE AG SPONSORED ADR REPSTG ORD PAR   2019-08-20 2020-01-31
d 102. ESSILOR INTL ADR   2017-02-09 2020-02-03
e 38. CIGNA CORP   2019-05-06 2020-02-13
81. INTEL CORP   2019-05-06 2020-02-13
55. ROYAL DUTCH SHELL PLC ADR A   2019-06-06 2020-02-21
72. ROYAL DUTCH SHELL PLC ADR A   2016-09-19 2020-02-21
300. AXA SPONSORED ADR   2016-10-20 2020-02-28
466. REPSOL SA SPONSORED ADR   2018-10-03 2020-02-28
84. ROYAL DSM N V SPONSORED ADR   2019-06-03 2020-02-28
170. ROYAL DSM N V SPONSORED ADR   2016-09-19 2020-02-28
93. DEUTSCHE BOERSE AG UNSPN ADR   2017-10-24 2020-03-04
142. E.ON SE ADR   2016-09-19 2020-03-04
32. ROCHE HOLDINGS LTD ADR   2016-09-19 2020-03-04
337. BASF SE SPONSORED ADR   2018-09-25 2020-03-11
94. BASF SE SPONSORED ADR   2019-07-10 2020-03-11
445. EQUINOR ASA SPONSORED ADR SEDOL BF4K3J0   2020-02-25 2020-03-12
66. ABBOTT LABORATORIES INC   2019-05-06 2020-03-16
43. EQUITY RESIDENTIAL PPTYS TR SBI   2019-05-06 2020-03-16
1208. HALLIBURTON CO   2019-05-06 2020-03-16
38. WASTE MANAGEMENT INC   2019-05-06 2020-03-16
1672. LLOYDS TSB GROUP PLC SPONSORED ADR   2017-10-12 2020-03-18
646. LLOYDS TSB GROUP PLC SPONSORED ADR   2019-07-31 2020-03-18
254. OTSUKA HOLDINGS LTD ADR SEDOL B76XH88   2016-09-19 2020-03-18
84. OTSUKA HOLDINGS LTD ADR SEDOL B76XH88   2019-04-15 2020-03-18
126. AERCAP HOLDINGS NV ISIN NL0000687663 SEDOL B1HHKD3   2016-09-19 2020-03-20
18. AERCAP HOLDINGS NV ISIN NL0000687663 SEDOL B1HHKD3   2020-03-06 2020-03-20
455. ENGIE ADR SEDOL BYY9W15   2016-09-19 2020-04-01
.402 ACS ACTIVIDADES CONS-UNS ADR ADR SEDOL B3F8LH3   2017-01-03 2020-04-06
86. CVS CAREMARK CORP   2019-05-06 2020-04-07
185. CONAGRA FOODS INC   2019-09-12 2020-04-07
522. MARATHON OIL CORP COM   2020-02-13 2020-04-07
1433. MARATHON OIL CORP COM   2019-05-06 2020-04-07
173. WASTE MANAGEMENT INC   2019-05-06 2020-04-07
793. ROLLS-ROYCE HOLDINGS PLC SPONSORED ADR   2019-05-15 2020-04-08
33. NXP SEMICONDUCTORS ISIN NL0009538784 SEDOL B505PN7   2018-12-18 2020-04-17
383. OCCIDENTAL PETE CORP COM   2019-05-06 2020-04-23
130. OCCIDENTAL PETE CORP COM   2020-02-13 2020-04-23
32. NXP SEMICONDUCTORS ISIN NL0009538784 SEDOL B505PN7   2018-12-26 2020-04-28
7. ASML HOLDING NV-NY SEDOL B908F01   2019-03-26 2020-04-29
.184 RAYTHEON TECHNOLOGIES CORP COM   2019-05-06 2020-04-30
441. PROSUS NV -SPON ADR SEDOL BKT6LC7   2019-09-18 2020-05-07
40. ALLSTATE CORP   2019-05-06 2020-05-08
32. JOHNSON & JOHNSON COM   2019-05-06 2020-05-08
35. LOWES COMPANIES INC   2019-05-06 2020-05-08
54. MARSH & MCLENNAN COS INC COM   2019-05-06 2020-05-08
93. AT&T INC   2019-05-06 2020-05-26
94. CARDINAL HEALTH INC   2019-05-06 2020-05-26
68. CONOCOPHILLIPS   2019-05-06 2020-05-26
49. INTEL CORP   2019-05-06 2020-05-26
31. MERCK & CO INC   2019-05-06 2020-05-26
41. MONDELEZ INTERNATIONAL   2019-05-06 2020-05-26
39. ORACLE CORP   2019-05-06 2020-05-26
87. PFIZER INC COM   2019-05-06 2020-05-26
31. VERIZON COMMUNICATIONS COM   2019-05-06 2020-05-26
82. AIA GROUP LTD SPONSORED ADR   2017-03-21 2020-05-27
34. DEUTSCHE BOERSE AG UNSPN ADR   2017-10-24 2020-05-29
101. SIEMENS HEALTHINEE-UNSP ADR SEDOL BG0KD79   2019-03-27 2020-06-02
177. HSBC HLDGS PLC SPONSORED ADR NEW   2016-09-19 2020-06-08
499. JAPAN AIRLINES CO-UNP ADR ADR SEDOL BFZB9N8   2020-01-14 2020-06-18
7. AIA GROUP LTD SPONSORED ADR   2017-03-21 2020-06-23
2. ACCOR SAF UNSPON ADR   2019-09-09 2020-06-23
5. ADECCO GROUP SA   2019-11-27 2020-06-23
24. AIRBUS SE ADR   2016-11-10 2020-06-23
38. BAE SYSYTEMS PLC SPONSORED ADR   2017-10-10 2020-06-23
1. DBS GROUP HLDGS LTD SPONSORED ADR   2016-09-19 2020-06-23
30. DANONE SPONS ADR   2018-10-03 2020-06-23
11. DEUTSCHE BOERSE AG UNSPN ADR   2017-10-24 2020-06-23
22. FANUC CORP ADR   2018-08-15 2020-06-23
12. INDUSTRIA DE DISENO TEXTIL IND ADR   2018-09-04 2020-06-23
47. JULIS BAER GROUP LTD UN SPON ADR   2016-09-19 2020-06-23
4. KBC GROEP NV UNSP ADR   2020-03-10 2020-06-23
6. KONINKLIJKE AHOLD DELHAIZE ADR SEDOL BD9FL92   2020-03-24 2020-06-23
10. MERCK KGAA-SPONSORED ADR SEDOL   2020-02-24 2020-06-23
8. MURATA MFG CO LTD ADR UNSPON ADR   2018-11-15 2020-06-23
59. NORDEA BANK ABP - SPON ADR ADR SEDOL BGT1Q96   2018-09-05 2020-06-23
15. NOVOZYMES A/S UNSPONSORED ADR   2020-03-25 2020-06-23
45. NUTRIEN LTD SEDOL BDRJLN0   2019-06-12 2020-06-23
2. PERNOD RICARD SA UNSPONSORED ADR   2020-03-18 2020-06-23
5. RWE AG SPONSORED ADR REPSTG ORD PAR   2019-08-20 2020-06-23
8. RECKITT BENCKISER-SPON ADR ADR SEDOL B93K0B0   2019-11-25 2020-06-23
3. SAP SE SPONSORED ADR   2018-02-06 2020-06-23
13. SIEMENS HEALTHINEE-UNSP ADR SEDOL BG0KD79   2019-03-27 2020-06-23
17. SAP SE SPONSORED ADR   2018-02-06 2020-07-13
8. BROADCOM INC   2019-05-06 2020-07-16
22. CATERPILLAR INC   2020-04-07 2020-07-16
44. CONAGRA FOODS INC   2019-09-12 2020-07-16
24. DOLLAR TREE INC   2019-05-06 2020-07-16
25. LOWES COMPANIES INC   2019-05-06 2020-07-16
50. DEUTSCHE POST AG SPON ADR   2018-04-18 2020-07-24
22. TAIWAN SEMICONDUCTOR MTG CO ADR   2020-04-17 2020-07-24
36. DBS GROUP HLDGS LTD SPONSORED ADR   2016-09-19 2020-07-27
91. NUTRIEN LTD SEDOL BDRJLN0   2019-06-12 2020-07-27
37. NUTRIEN LTD SEDOL BDRJLN0   2020-01-24 2020-07-27
51. ROCHE HOLDINGS LTD ADR   2016-09-19 2020-07-29
.25 ACS ACTIVIDADES CONS-UNS ADR ADR SEDOL B3F8LH3   2017-01-03 2020-07-30
102. DANONE SPONS ADR   2018-10-03 2020-08-04
31. RWE AG SPONSORED ADR REPSTG ORD PAR   2019-08-20 2020-08-12
115. SHISEIDO LTD SPON ADR   2020-03-10 2020-08-13
229. SIEMENS HEALTHINEE-UNSP ADR SEDOL BG0KD79   2019-03-27 2020-08-21
95. ARCHER DANIELS MIDLAND CO   2019-05-06 2020-09-18
8. BROADCOM INC   2019-05-06 2020-09-18
39. COGNIZANT TECHNOLOGY SOLUTIONS   2020-05-08 2020-09-18
14. LOWES COMPANIES INC   2019-05-06 2020-09-18
223. ABBOTT LABORATORIES INC   2019-05-06 2020-10-15
180. RECKITT BENCKISER-SPON ADR ADR SEDOL B93K0B0   2019-11-25 2020-10-21
11. TAIWAN SEMICONDUCTOR MTG CO ADR   2020-04-17 2020-10-21
2. ASML HOLDING NV-NY SEDOL B908F01   2019-03-26 2020-10-21
916. ACS ACTIVIDADES CONS-UNS ADR ADR SEDOL B3F8LH3   2017-01-03 2020-10-27
268. ACS ACTIVIDADES CONS-UNS ADR ADR SEDOL B3F8LH3   2020-01-24 2020-10-27
10. ACS ACTIVIDADES CONS-UNS ADR ADR SEDOL B3F8LH3   2020-06-23 2020-10-27
71. TOTAL FINA S A   2020-07-27 2020-10-30
555. E.ON SE ADR   2016-09-19 2020-11-04
80. E.ON SE ADR   2020-06-23 2020-11-04
107. TOTAL FINA S A   2020-07-27 2020-11-04
806. ACCOR SAF UNSPON ADR   2019-09-09 2020-11-09
60. MURATA MFG CO LTD ADR UNSPON ADR   2018-11-16 2020-11-24
.971 VIATRIS INC-W/I   2019-05-06 2020-11-27
249. LONDON STOCK EXCHG-UNSP ADR ADR SEDOL BY7RGX6   2020-03-26 2020-11-30
7. LONDON STOCK EXCHG-UNSP ADR ADR SEDOL BY7RGX6   2020-06-23 2020-11-30
30. MURATA MFG CO LTD ADR UNSPON ADR   2018-11-16 2020-12-01
120. ANGLO AMERICAN PLC-SPONS ADR ADR SEDOL BYYWFP9   2019-10-25 2020-12-02
81. FANUC CORP ADR   2018-08-15 2020-12-02
186. MARSH & MCLENNAN COS INC COM   2019-05-06 2020-12-04
161. MURATA MFG CO LTD ADR UNSPON ADR   2018-11-16 2020-12-04
104. JULIS BAER GROUP LTD UN SPON ADR   2016-09-19 2020-12-07
113. NOVOZYMES A/S UNSPONSORED ADR   2020-03-25 2020-12-11
457. BANK NEW YORK MELLON CORP COM   2019-05-06 2020-12-21
76. BANK NEW YORK MELLON CORP COM   2020-05-26 2020-12-21
2. ASML HOLDING NV-NY SEDOL B908F01   2019-05-23 2020-12-21
22. CVS CAREMARK CORP   2019-05-06 2020-12-22
51. CAPGEMINI SE - UNSPONSOR ADR SEDOL BF0ZJQ8   2019-09-10 2020-12-22
23. COGNIZANT TECHNOLOGY SOLUTIONS   2020-05-08 2020-12-22
285. PFIZER INC COM   2019-05-06 2020-12-31
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(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 3,439   1,882 1,557
b 200,000   200,000  
c 1,041   845 196
d 7,634   5,934 1,700
e 8,457   5,968 2,489
5,445   4,126 1,319
2,683   3,486 -803
3,512   3,453 59
6,903   6,753 150
5,161   8,807 -3,646
2,323   2,407 -84
4,700   2,807 1,893
1,561   988 573
1,774   1,190 584
1,385   991 394
4,438   7,955 -3,517
1,238   1,594 -356
4,417   7,102 -2,685
5,168   5,159 9
2,902   3,280 -378
7,765   29,737 -21,972
3,885   4,019 -134
2,468   4,870 -2,402
954   1,692 -738
3,929   5,560 -1,631
1,299   1,551 -252
2,393   5,198 -2,805
342   851 -509
4,457   6,823 -2,366
2   2  
4,937   4,829 108
5,615   5,507 108
1,899   5,752 -3,853
5,214   22,598 -17,384
16,014   18,299 -2,285
3,087   9,028 -5,941
2,960   2,373 587
5,260   22,586 -17,326
1,785   5,452 -3,667
3,216   2,184 1,032
2,114   1,307 807
12   14 -2
6,643   6,659 -16
4,066   3,897 169
4,758   4,519 239
3,977   3,882 95
5,547   5,071 476
2,882   2,847 35
4,993   4,581 412
3,011   4,225 -1,214
3,093   2,496 597
2,407   2,460 -53
2,039   2,116 -77
2,065   2,137 -72
3,285   3,627 -342
1,698   1,767 -69
2,721   2,140 581
558   361 197
2,558   2,108 450
4,691   6,798 -2,107
4,816   7,809 -2,993
270   183 87
11   18 -7
117   158 -41
449   362 87
974   1,259 -285
61   45 16
436   475 -39
200   117 83
399   424 -25
165   176 -11
405   401 4
117   125 -8
163   132 31
231   259 -28
120   99 21
423   636 -213
875   633 242
1,596   2,399 -803
64   54 10
181   141 40
145   125 20
424   318 106
318   271 47
2,575   1,803 772
2,499   2,483 16
3,050   2,732 318
1,605   1,310 295
2,309   2,595 -286
3,561   2,773 788
2,012   2,339 -327
1,657   1,170 487
2,146   1,615 531
3,032   4,852 -1,820
1,233   1,640 -407
2,285   1,547 738
1   1  
1,343   1,614 -271
1,214   873 341
6,143   7,158 -1,015
5,261   4,778 483
4,549   4,098 451
2,884   2,483 401
2,684   2,220 464
2,266   1,553 713
23,874   17,430 6,444
3,319   2,815 504
968   585 383
771   373 398
4,515   4,785 -270
1,321   1,748 -427
49   49  
2,135   2,735 -600
5,944   4,571 1,373
857   913 -56
3,490   4,122 -632
5,265   7,235 -1,970
1,215   721 494
17   17  
6,703   5,551 1,152
188   187 1
647   360 287
1,874   1,572 302
2,023   1,559 464
21,584   17,467 4,117
3,457   1,934 1,523
1,175   888 287
6,201   4,767 1,434
18,649   22,526 -3,877
3,101   2,831 270
941   379 562
1,493   1,235 258
1,479   1,242 237
1,869   1,309 560
10,372   11,261 -889
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
      12,159
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       1,557
b        
c       196
d       1,700
e       2,489
      1,319
      -803
      59
      150
      -3,646
      -84
      1,893
      573
      584
      394
      -3,517
      -356
      -2,685
      9
      -378
      -21,972
      -134
      -2,402
      -738
      -1,631
      -252
      -2,805
      -509
      -2,366
       
      108
      108
      -3,853
      -17,384
      -2,285
      -5,941
      587
      -17,326
      -3,667
      1,032
      807
      -2
      -16
      169
      239
      95
      476
      35
      412
      -1,214
      597
      -53
      -77
      -72
      -342
      -69
      581
      197
      450
      -2,107
      -2,993
      87
      -7
      -41
      87
      -285
      16
      -39
      83
      -25
      -11
      4
      -8
      31
      -28
      21
      -213
      242
      -803
      10
      40
      20
      106
      47
      772
      16
      318
      295
      -286
      788
      -327
      487
      531
      -1,820
      -407
      738
       
      -271
      341
      -1,015
      483
      451
      401
      464
      713
      6,444
      504
      383
      398
      -270
      -427
       
      -600
      1,373
      -56
      -632
      -1,970
      494
       
      1,152
      1
      287
      302
      464
      4,117
      1,523
      287
      1,434
      -3,877
      270
      562
      258
      237
      560
      -889
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 -58,369
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 5,410
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 5,410
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 5,410
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 7,087
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 7,087
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 1,677
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet1,677 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 ofbulletPNC BANK NA Telephone no.bullet (215) 585-5543

    Located atbullet116 ALLEGHENY CENTER MALLPITTSBURGHPA ZIP+4bullet15212
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    PNC BANK NA Co-Trustee
    6     		31,401    
    116 ALlegheny Center
    Pittsburgh,PA15212
    John R Latourette Jr Esquire Co-Trustee
    1     		4,710    
    1500 Market Street
    Philadelphia,PA191022100
    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
    10,706,308
    b
    Average of monthly cash balances.......................
    1b
    0
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    10,706,308
    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
    10,706,308
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    160,595
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    10,545,713
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    527,286
    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
    527,286
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    5,410
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    5,410
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    521,876
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    521,876
    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
    521,876
    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
    630,986
    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
    630,986
    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
    630,986
    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 7 521,876
    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...... 187,194
    b From 2016...... 243,210
    c From 2017...... 321,342
    d From 2018...... 0
    e From 2019...... 0
    fTotal of lines 3a through e........ 751,746
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 630,986
    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..... 521,876
    e Remaining amount distributed out of corpus 109,110
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 860,856
    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) ...     		187,194
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		673,662
    10 Analysis of line 9:
    a Excess from 2016.... 243,210
    b Excess from 2017.... 321,342
    c Excess from 2018.... 0
    d Excess from 2019.... 0
    e Excess from 2020.... 109,110
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    Abramson Center for Jewish Life
    1425 HORSHAM ROAD
    NORTH WALES,PA19454     		NONE PC GENERAL PURPOSE 166,500
    Friends of Ski Mountain Mining History
    c/o Park City Museum
    PO BOX 555
    Park City,UT84060     		NONE PC GENERAL SUPPORT 3,333
    Paws & Claws Animal Adoption & Care
    Center Inc
    104 SUBLET AVENUE
    Diamondville,WY83116     		NONE PC GENERAL SUPPORT 3,333
    Women's Community Revitalization Project
    100 WEST OXFORD STREET E-2300
    Philadelphia,PA19122     		NONE PC GENERAL SUPPORT 3,333
    Project HOME
    DEVELOPMENT DEPARTMENT
    Philadelphia,PA19130     		NONE PC GENERAL SUPPORT 15,000
    ENVIRONMENTAL DEFENSE FUND
    257 PARK AVENUE SOUTH 17TH FLOOR
    New York,NY10010     		NONE PC GENERAL SUPPORT 3,333
    NAACP LEGAL DEFENSE & EDUC FUND INC
    40 RECTOR STREET 5TH FLOOR
    New York,NY10006     		NONE PC GENERAL SUPPORT 3,333
    Alzheimer's Disease and Related Disorder
    Association
    919 N MICHIGAN STREET SUITE 1100
    Chicago,IL50611     		NONE PC GENERAL PURPOSE 8,000
    AMERICAN FOUNDATION FOR SUICIDE
    PREVENTIon
    120 WALL ST FL 29
    NEW YORK,NY100054015     		NONE PC GENERAL PURPOSE 10,000
    THE SALVATION ARMY
    701 NORTH BROAD STREET
    Philadelphia,PA19123     		NONE PC GENERAL SUPPORT 15,000
    Boys & Girls Clubs of America
    1275 PEACHTREE STREET NE
    Atlanta,GA303093506     		NONE PC JAMES A. LA VEA 50,000
    American Heart Association
    ONE PENN CENTER
    Philadelphia,PA19103     		NONE PC GENERAL SUPPORT 1,000
    MONTGOMERY CHILD ADVOCACY PROJECT
    409 CHERRY ST
    NORRISTOWN,PA194014734     		NONE PC GENERAL PURPOSE 15,000
    Minding Your Mind
    124 SIBLEY AVE
    ARDMORE,PA190032312     		NONE PC GENERAL PURPOSE 10,000
    VARIETY CLUB CAMP & DEVELOPMENT CENTER
    FOR HANDICAPPED CHILDREN
    PO BOX 609
    WORCESTER,PA194900609     		NONE PC PHILADELPHIA CAMP 5,000
    THE MERCHANTS FUND
    1617 JFK BLVD 20TH FLOOR
    PHILADELPHIA,PA191031833     		NONE PC GENERAL SUPPORT 25,000
    PHILABUNDANCE
    3616 S GALLOWAY ST
    PHILADELPHIA,PA191485402     		NONE PC GENERAL SUPPORT 5,000
    ALS Association Greater Philadelphia Cha
    321 NORRISTOWN RD STE 260
    Pittsburgh,PA190022755     		NONE PC 2017 GRANT SUPPORT 20,000
    POLICE ATHLETIC LEAGUE OF
    PHILADELPHIA
    3068 BELGRADE ST
    PHILADELPHIA,PA19134     		NONE PC GENERAL PURPOSE 25,000
    GIVE DIRECTLY INC
    PO BOX 3221
    New York,NY100083221     		NONE PC GENERAL SUPPORT 3,333
    SKYS THE LIMIT FUND
    4546 EL CAMINO REAL STE 282
    LOS ALTOS,CA940221068     		NONE PC GENERAL AND PROGRAM SUPPORT 65,000
    SPECTRUM INC
    31 ELMWOOD AVE
    BURLINGTON,VT054014347     		NONE PC GENERAL PURPOSE 25,000
    COMMITTEE ON TEMPORARY SHELTER
    PO BOX 1616
    BURLINGTON,VT054021616     		NONE PC GENERAL PURPOSE 2,500
    STOWE RESCUE SQUAD INC
    PO BOX 291
    STOWE,VT056720291     		NONE PC GENERAL PURPOSE 5,000
    RONALD MCDONALD HOUSE CHARITIES INC
    ONE KROC DR
    OAK BROOK,IL605230000     		NONE PC HIT EM FOR THE HOUSE 20,000
    Thurgood Marshall College Fund Inc
    901 F STREET NW SUITE 300
    Washington,DC20004     		NONE PC GENERAL SUPPORT 3,333
    NATIVE AMERICAN HERITAGE ASSOCIATION
    PO BOX 512
    Rapid City,SD57709     		NONE PC GENERAL SUPPORT 5,000
    BREAD FOR THE CITY INC
    1525 7TH ST NW
    WASHINGTON,DC200013201     		NONE PC GENERAL PURPOSE 4,000
    Smithsonian Institution Office of the
    Comptroller
    PO BOX 9016
    Pittsfield,ME012029016     		NONE PC GENERAL PURPOSE 4,000
    NATIONAL ALLIANCE ON MENTAL
    ILLNESS
    5830 MOUNT MORIAH RD STE 6
    MEMPHIS,TN381151628     		NONE PC GENERAL SUPPORT 25,000
    WILLS EYE FOUNDATION INC
    840 WALNUT ST SUITE 1530
    PHILADELPHIA,PA191075109     		NONE PC MCNAMARA, MD FUND 5,000
    SUMMIT FOUNDATION
    PO BOX 4000
    BRECKENRIDGE,CO804244000     		NONE PC GENERAL PURPOSE 10,000
    NATIONAL DOMESTIC VIOLENCE
    HOTLINE
    PO BOX 90249
    AUSTIN,TX787090249     		NONE PC GENERAL SUPPORT 4,000
    CONNECT SUMMIT COUNTY
    POSTAL BOX 982918
    PARK CITY,UT840980000     		NONE PC GENERAL SUPPORT 3,333
    Turning Point Lincoln Countys
    Self- Help Center
    PO BOX 64
    Kemmerer,WY83101     		NONE PC GENERAL SUPPORT 3,333
    DENVER DUMB FRIENDS LEAGUE
    2080 S QUEBEC ST
    DENVER,CO802313204     		NONE PC GENERAL PURPOSE 10,000
    NATIVE AMERICAN RIGHTS FUND
    1506 BROADWAY
    BOULDER,CO803026217     		NONE PC GENERAL PURPOSE 15,000
    FOOD BANK OF THE ROCKIES
    10700 E 45TH AVE
    DENVER,CO802392906     		NONE PC GENERAL AND TOTES ($2K) 10,000
    Youth Law Center
    832 FOLSOM STREET
    San Francisco,CA94107     		NONE PC GENERAL SUPPORT 3,333
    PARK CITY PERFORMANCES
    PO BOX 3119
    PARK CITY,UT840603119     		NONE PC GENERAL SUPPORT 3,333
    NATIONAL ABILITY CENTER
    PO BOX 682799
    PARK CITY,UT840682799     		NONE PC GENERAL SUPPORT 3,333
    Total .................................bullet 3a 619,996
    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....     14 424,630  
    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 -58,369  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aFEDERAL TAX REFUND     		    14 3,912  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   370,173  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    370,173
    (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 InvestmentsCorpBondsSchedule
    Name:
    POLLY A LEVEE CHARITABLE TRUST - TRUST A -
    EIN:
    23-2735661
    Name of Bond End of Year Book Value End of Year Fair Market Value
    00209TAB1 AT&T BROADBAND CORP 1,092,469 1,269,786
    084423AC6 BERKLEY CORPORATION 502,689 537,450
    172967CC3 CITIGROUP INC BDS 702,685 962,066
    638585BF5 NATIONSBANK CORP SUB 1,793,917 2,372,706

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    POLLY A LEVEE CHARITABLE TRUST - TRUST A -
    EIN:
    23-2735661
    Name of Stock End of Year Book Value End of Year Fair Market Value
    1317205 AIA GROUP LTD SPONSORE 6,358 8,843
    6754204 ADECCO GROUP SA 7,376 7,785
    9126202 AIR LIQUIDE ADR 6,484 7,038
    9279100 AIRBUS SE ADR 5,286 8,059
    20002101 ALLSTATE CORP 21,414 24,295
    26874784 AMERICAN INTERNATIONA 27,287 23,928
    39483102 ARCHER DANIELS MIDLAN 18,421 21,525
    105105209 BRAMBLES LTD-SPONSOR 6,541 7,201
    125523100 CIGNA CORP 16,961 22,483
    126650100 CVS HEALTH CORPORATI 18,512 22,402
    142795202 CARLSBERG AS SPON AD 5,182 8,578
    149123101 CATERPILLAR INC 17,887 26,393
    192446102 COGNIZANT TECHNOLOGY 15,713 22,618
    204280309 COMPAGNIE DE SAINT-U 7,568 8,226
    205887102 CONAGRA BRANDS INC 16,401 19,979
    251542106 DEUTSCHE BOERSE AG U 5,169 7,487
    254687106 DISNEY WALT CO 17,075 29,170
    254709108 DISCOVER FINANCIAL W 23,016 23,809
    256746108 DOLLAR TREE INC 22,051 22,580
    281020107 EDISON INTL 22,437 23,055
    307305102 FANUC CORP ADR 5,718 7,333
    433578507 HITACHI LTD ADR 10 C 7,079 8,019
    438516106 HONEYWELL INTL INC 22,839 22,972
    455793109 INDUSTRIA DE DISENO 10,475 11,581
    458140100 INTEL CORP 21,247 20,625
    478160104 JOHNSON & JOHNSON 18,075 20,145
    500458401 KOMATSU LTD SPON ADR 7,617 8,028
    500467501 KONINKLIJKE AHOLD DE 5,087 6,520
    500472303 KONINKLIJKE PHILLIPS 6,761 7,367
    548661107 LOWES COMPANIES INC 14,198 20,545
    589339209 MERCK KGAA-SPONSORED 9,096 11,858
    609207105 MONDELEZ INTERNATION 20,485 23,213
    620076307 MOTOROLA SOLUTIONS I 21,023 20,577
    626425102 MURATA MFG CO LTD AD 4,500 7,839
    666807102 NORTHROP GRUMMAN COR 19,297 20,112
    714264207 PERNOD RICARD SA UNS 8,936 11,658
    717081103 PFIZER INC 22,160 21,055
    756255204 RECKITT BENCKISER-SP 5,807 6,668
    771195104 ROCHE HOLDING LTD SP 5,427 6,708
    803054204 SAP SE SPONSORED ADR 7,073 8,606
    826197501 SIEMENS AG SPON ADR 11,404 11,845
    874039100 TAIWAN SEMICONDUCTOR 4,143 8,505
    903480101 UCB SA - UNSPONSORED 7,731 6,720
    989825104 ZURICH INS GROUP LTD 6,893 7,600
    75513E101 RAYTHEON TECHNOLOGIE 24,501 23,098
    23328E106 DNB ASA-SPONSOR ADR 6,352 8,687
    74975E303 RWE AG SPONSORED ADR 5,042 7,597
    00206R102 AT&T INC 19,468 18,291
    01609W102 ALIBABA GROUP HOLDIN 9,081 9,775
    02263T104 AMADEUS IT GROUP S A 3,805 3,907
    03485P300 ANGLO AMERICAN PLC-S 9,164 12,079
    05523R107 BAE SYSYTEMS PLC SPO 6,473 5,864
    11135F101 BROADCOM INC 17,692 24,957
    13961R100 CAPGEMINI SE - UNSPO 6,073 7,923
    14149Y108 CARDINAL HEALTH INC 20,878 22,977
    17275R102 CISCO SYSTEMS INC 26,825 23,136
    20030N101 COMCAST CORPORATION 17,525 23,947
    20825C104 CONOCOPHILLIPS 28,630 22,954
    23304Y100 DBS GROUP HLDGS LTD 6,311 8,670
    23636T100 DANONE SPONS ADR 8,162 6,694
    25157Y202 DEUTSCHE POST AG SPO 9,631 11,314
    26614N102 DUPONT DE NEMOURS IN 26,961 27,591
    29265W207 ENEL SPA ADR 5,644 8,120
    29476L107 EQUITY RESIDENTIAL S 25,328 20,985
    48137C108 JULIS BAER GROUP LTD 5,738 7,687
    48241F104 KBC GROEP NV UNSP AD 6,332 7,083
    58933Y105 MERCK & CO INC 20,155 20,777
    65558R109 NORDEA BANK ABP - SP 8,912 7,229
    68389X105 ORACLE CORP 20,441 24,129
    74365P108 PROSUS NV -SPON ADR 7,637 10,997
    80007R105 SANDS CHINA LTD UNSP 12,287 11,736
    80105N105 SANOFI SPONSORED ADR 7,550 7,240
    83175M205 SMITH & NEPHEW P/C S 5,419 6,789
    87974R208 TEMENOS AG ADR SEDOL 8,501 8,214
    89832Q109 TRUIST FINANCIAL COR 26,166 25,978
    92343V104 VERIZON COMMUNICATIO 20,516 21,150
    92556V106 VIATRIS INC-W/I 1,205 1,312
    98850P109 YUM CHINA HOLDINGS I 6,421 6,794
    N07059210 ASML HOLDING NV-NY S 3,031 7,804

    TY 2020 InvestmentsOtherSchedule2
    Name:
    POLLY A LEVEE CHARITABLE TRUST - TRUST A -
    EIN:
    23-2735661
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ETF - EQUITY      
    MUTUAL FUNDS - EQUITY      
    MUTUAL FUNDS - ALTERNATIVE INV      
    ETF - FIXED INCOME      
    OTHER FIXED INCOME ASSETS      
    922042858 VANGUARD FTSE EMERGI AT COST 282,356 325,715
    922908751 VANGUARD SMALL CAP E AT COST 203,030 330,761
    09250J734 BLACKROCK EVENT DRIV AT COST 500,000 516,546
    46432F842 ISHARES CORE MSCI EA AT COST 500,525 633,486
    52106N459 LAZARD GLOBAL LISTED AT COST 545,000 563,859
    78462F103 SPDR S&P 500 ETF TRU AT COST 1,006,733 1,752,749
    78467Y107 SPDR MIDCAP TRUST SE AT COST 401,983 603,005

    TY 2020 OtherDecreasesSchedule
    Name:
    POLLY A LEVEE CHARITABLE TRUST - TRUST A -
    EIN:
    23-2735661
    Description Amount
    2020 TRANSACTION POSTED IN 2021 9,491
    COST BASIS ADJUSTMENT FOR NATIONS BANK C 7,922


    TY 2020 OtherExpensesSchedule
    Name:
    POLLY A LEVEE CHARITABLE TRUST - TRUST A -
    EIN:
    23-2735661
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MAP MANAGEMENT FEES 3,200 3,200   0
    ADR SERVICE FEES 437 437   0


    TY 2020 OtherIncomeSchedule2
    Name:
    POLLY A LEVEE CHARITABLE TRUST - TRUST A -
    EIN:
    23-2735661
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    FEDERAL TAX REFUND 3,912 0  


    TY 2020 OtherIncreasesSchedule
    Name:
    POLLY A LEVEE CHARITABLE TRUST - TRUST A -
    EIN:
    23-2735661
    Description Amount
    2020 SALES POSTED IN 2021 888
    COST BASIS ADJUSTMENT 60
    ROUNDING FOR SALES AND ADJUSTMENT 4


    TY 2020 TaxesSchedule
    Name:
    POLLY A LEVEE CHARITABLE TRUST - TRUST A -
    EIN:
    23-2735661
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 1,130 1,130   0
    FEDERAL ESTIMATES - PRINCIPAL 6,720 0   0
    FOREIGN TAXES ON QUALIFIED FOR 1,435 1,435   0
    FOREIGN TAXES ON NONQUALIFIED 1,424 1,424   0