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
W J AND C R WRIGHTON CHARITABLE
 
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

04-6757486
B Telephone number (see instructions)

(412) 807-3479
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$2,144,693J 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... 49,419 49,053  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 46,901
b Gross sales price for all assets on line 6a 412,690
7 Capital gain net income (from Part IV, line 2)... 46,901
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 96,320 95,954  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 19,115 15,292   3,823
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 1,629 931   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 1,500 1,465   35
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 22,244 17,688 0 3,858
25 Contributions, gifts, grants paid....... 92,151 92,151
26 Total expenses and disbursements. Add lines 24 and 25 114,395 17,688 0 96,009
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -18,075
b Net investment income (if negative, enter -0-) 78,266
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 63,665 88,017 88,017
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)....... 378,197 Click to see attachment364,023 476,000
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,374,127 Click to see attachment1,344,316 1,580,676
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,815,989 1,796,356 2,144,693
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 1,806,674 1,796,356
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 9,315  
29 Total net assets or fund balances (see instructions)..... 1,815,989 1,796,356
30 Total liabilities and net assets/fund balances (see instructions). 1,815,989 1,796,356
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,815,989
2
Enter amount from Part I, line 27a .....................
2
-18,075
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
1,797,914
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
1,558
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,796,356
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 24. NIKE INC CL B   2018-12-17 2020-01-07
b 10. DOLLAR GENERAL CORP   2018-11-08 2020-01-08
c 2. DOLLAR GENERAL CORP   2019-01-22 2020-01-08
d 19. NESTLE S A SPONSORED ADR REPSTG REG SH   2018-12-17 2020-01-15
e 4. O REILLY AUTOMOTIVE INC   2018-12-17 2020-01-21
5. AMGEN INC   2019-10-08 2020-01-22
27. OCCIDENTAL PETE CORP COM   2018-01-19 2020-01-22
1. OCCIDENTAL PETE CORP COM   2018-01-19 2020-01-22
7. AMGEN INC     2020-01-27
3. ABBOTT LABORATORIES INC   2020-01-15 2020-02-14
2. ADOBE SYSTEMS INC   2018-12-17 2020-02-14
2. ALIGN TECHNOLOGY INC   2019-02-28 2020-02-14
1. ALPHABET INC/CA-CL C   2018-12-17 2020-02-14
1. ALPHABET INC/CA-CL A   2009-07-21 2020-02-14
22. ALTRIA GROUP INC   2018-12-17 2020-02-14
2. AUTOMATIC DATA PROCESSING INC   2018-05-23 2020-02-14
52.847 BAIRD MIDCAP INST   2016-04-06 2020-02-14
4. DOLLAR GENERAL CORP     2020-02-14
5. FACEBOOK INC   2018-12-17 2020-02-14
2. GARTNER INC   2018-12-17 2020-02-14
78.302 WCM FOCUSED INTL GROWTH-INS   2018-09-26 2020-02-14
24. ISHARES TIPS BOND ETF   2019-12-19 2020-02-14
499. ISHARES TIPS BOND ETF     2020-02-14
20. ISHARES TR S&P 500 INDEX FD   2018-12-17 2020-02-14
53.915 LAZARD GLOBAL LISTED INFRASTRUCTURE PORTFOLIO   2018-09-26 2020-02-14
1. MSCI INC   2019-09-12 2020-02-14
3. MASTERCARD INC CL A   2019-04-23 2020-02-14
8. MICROSOFT CORP   2018-11-02 2020-02-14
3. NESTLE S A SPONSORED ADR REPSTG REG SH   2018-12-17 2020-02-14
4. NIKE INC CL B   2018-12-17 2020-02-14
1. O REILLY AUTOMOTIVE INC   2018-12-17 2020-02-14
4. PAYPAL HOLDINGS INC-W/I   2019-02-26 2020-02-14
3. SALESFORCE.COM   2020-01-07 2020-02-14
61. REAL ESTATE SELECT SECT SPDR ETF   2018-12-17 2020-02-14
2. SERVICE NOW INC   2020-01-21 2020-02-14
17. SOUTHERN CO   2018-12-17 2020-02-14
2. SOUTHERN CO   2020-02-14 2020-02-14
2. STARBUCKS CORP COM   2018-12-17 2020-02-14
5. VISA INC CLASS A SHARES   2018-12-17 2020-02-14
817.459 VIRTUS SEIX FLOATING RATE HIGH INCOME FUND CLASS I   2019-12-19 2020-02-14
6463.18 VIRTUS SEIX FLOATING RATE HIGH INCOME FUND CLASS I     2020-02-14
7. ZOETIS INC   2018-12-17 2020-02-14
3. ACCENTURE PLC CLASS A SEDOL B4BNMY3   2018-12-17 2020-02-14
22. GLAXO WELLCOME PLC SPONSORED ADR     2020-02-20
9. GLAXO WELLCOME PLC SPONSORED ADR     2020-02-20
1. OCCIDENTAL PETE CORP COM   2019-12-19 2020-02-25
63. OCCIDENTAL PETE CORP COM     2020-02-25
39. REALTY INCOME CORP COM     2020-02-25
1. REALTY INCOME CORP COM   2019-12-19 2020-02-25
11. DUKE ENERGY HOLDING CORP   2018-12-13 2020-03-02
2. DUKE ENERGY HOLDING CORP   2020-02-14 2020-03-02
14. NATIONAL GRID GROUP PLC SEDOL BZ8FYV0   2018-12-17 2020-03-02
3. NATIONAL GRID GROUP PLC SEDOL BZ8FYV0     2020-03-02
318. AMCOR PLC SEDOL BJ1F307     2020-03-12
42. LYONDELLBASELL INDUSTRIES N.V. ISIN NL0009434992 SEDOL B3SPXZ3     2020-03-12
46. NESTLE S A SPONSORED ADR REPSTG REG SH   2018-12-17 2020-03-16
20. VISA INC CLASS A SHARES   2018-12-17 2020-03-17
2. MICROSOFT CORP   2018-11-02 2020-03-18
89. ROYAL DUTCH SHELL PLC ADR B     2020-03-18
21. VENTAS INC     2020-03-18
79. VENTAS INC     2020-03-18
12. ZOETIS INC   2018-12-17 2020-03-18
2. BOOKING HOLDINGS INC   2018-12-17 2020-03-20
14. O REILLY AUTOMOTIVE INC   2018-12-17 2020-03-24
13. PFIZER INC COM   2019-07-01 2020-03-24
12. GILEAD SCIENCES INC COM     2020-03-27
15. VERIZON COMMUNICATIONS COM     2020-03-27
10. ABBVIE INC   2017-12-08 2020-04-17
55. ALTRIA GROUP INC   2018-12-17 2020-04-17
28. GILEAD SCIENCES INC COM     2020-04-17
16. GILEAD SCIENCES INC COM   2019-09-10 2020-04-23
5. VERIZON COMMUNICATIONS COM   2018-12-17 2020-04-23
11. VERIZON COMMUNICATIONS COM   2020-02-20 2020-04-23
85. INVESCO LTD ISIN BMG491BT1088 SEDOL B28XP76     2020-04-23
58. INVESCO LTD ISIN BMG491BT1088 SEDOL B28XP76     2020-04-23
18. GILEAD SCIENCES INC COM   2019-08-02 2020-05-01
8. KIMBERLY-CLARK CORP COM   2018-12-17 2020-05-01
12. KIMBERLY-CLARK CORP COM     2020-05-06
19. WELLTOWER INC     2020-05-08
13. WELLTOWER INC     2020-05-08
35. PFIZER INC COM     2020-05-11
49. WELLTOWER INC   2018-12-17 2020-05-13
82. BP PLC SPONSORED ADR     2020-05-20
26. BP PLC SPONSORED ADR   2019-07-29 2020-05-20
15. GILEAD SCIENCES INC COM     2020-05-20
26. GLAXO WELLCOME PLC SPONSORED ADR   2018-12-17 2020-05-20
15. ABBVIE INC   2017-12-08 2020-05-29
20. NIKE INC CL B   2018-12-17 2020-06-11
2. COCACOLA CO   2020-02-14 2020-06-24
40. COCACOLA CO   2018-12-17 2020-06-24
36. PPL CORPORATION COM     2020-06-24
6. PPL CORPORATION COM     2020-06-24
41. PPL CORPORATION COM   2018-12-17 2020-06-26
4. MSCI INC   2019-09-12 2020-08-03
41. AUTOMATIC DATA PROCESSING INC   2018-05-23 2020-08-04
9. ABBVIE INC   2017-12-08 2020-08-12
69. BP PLC SPONSORED ADR   2018-12-17 2020-08-17
11. PAYPAL HOLDINGS INC-W/I     2020-08-18
2. SERVICE NOW INC   2020-01-21 2020-08-18
6. ALIGN TECHNOLOGY INC     2020-08-21
20. BP PLC SPONSORED ADR     2020-08-24
74. BP PLC SPONSORED ADR   2018-12-17 2020-08-24
16. UNITED PARCEL SERVICE INC CL B     2020-08-24
14. UNITED PARCEL SERVICE INC CL B   2020-04-17 2020-09-02
22. DOMINION RES INC VA NEW COM   2018-12-17 2020-09-18
2. DOMINION RES INC VA NEW COM   2020-02-14 2020-09-18
25. GLAXO WELLCOME PLC SPONSORED ADR   2018-12-17 2020-09-18
19. COCACOLA CO   2018-12-17 2020-09-23
27. DOMINION RES INC VA NEW COM   2018-12-17 2020-09-23
5. UNITED PARCEL SERVICE INC CL B   2018-12-17 2020-09-23
2. UNITED PARCEL SERVICE INC CL B   2020-04-17 2020-09-23
23. MICROSOFT CORP     2020-09-29
3. MICROSOFT CORP   2020-03-26 2020-09-29
14. DUKE ENERGY HOLDING CORP   2018-12-13 2020-09-30
6. UNITED PARCEL SERVICE INC CL B   2018-12-17 2020-10-01
12. UNITED PARCEL SERVICE INC CL B   2018-12-17 2020-10-14
8. UNITED PARCEL SERVICE INC CL B   2018-12-17 2020-10-16
57. GLAXO WELLCOME PLC SPONSORED ADR   2018-12-17 2020-10-22
5. UNITED PARCEL SERVICE INC CL B   2018-12-17 2020-10-22
7. UNITED PARCEL SERVICE INC CL B   2020-03-18 2020-10-22
51. COCACOLA CO     2020-11-17
80. GLAXO WELLCOME PLC SPONSORED ADR   2018-12-17 2020-11-17
1. WELLS FARGO & CO XXX-XX-XXXX CLASS ACTION   2001-01-01 2020-11-19
7.94 VIATRIS INC-W/I     2020-11-24
21.06 VIATRIS INC-W/I     2020-11-24
.526 VIATRIS INC-W/I   2019-06-24 2020-11-27
17. ABBOTT LABORATORIES INC     2020-12-18
7. ABBOTT LABORATORIES INC   2019-10-23 2020-12-18
8. ADOBE SYSTEMS INC   2018-12-17 2020-12-18
3. ALIGN TECHNOLOGY INC   2018-12-17 2020-12-18
2. ALPHABET INC/CA-CL C   2018-12-17 2020-12-18
8. AUTODESK INC   2020-06-08 2020-12-18
217.35 BAIRD MIDCAP INST   2016-04-06 2020-12-18
492.45 BAIRD AGGREGATE BOND FUND FD 72     2020-12-18
7. DOLLAR GENERAL CORP   2018-12-17 2020-12-18
13. FACEBOOK INC   2020-03-19 2020-12-18
3. FACEBOOK INC   2018-12-17 2020-12-18
8. GARTNER INC   2018-12-17 2020-12-18
86.74 GOLDMAN SACHS ABSOLUTE RETURN TRACKER FUND CL I   2020-02-14 2020-12-18
3. ILLUMINA INC COM   2020-10-07 2020-12-18
1. INTUITIVE SURGICAL INC   2020-08-27 2020-12-18
818.329 WCM FOCUSED INTL GROWTH-INS   2018-09-26 2020-12-18
56. ISHARES TR S&P 500 INDEX FD   2018-12-17 2020-12-18
49. ISHARES CORE US AGGREGATE BOND ETF     2020-12-18
20. ISHARES TR S&P SMLCP VALU   2020-02-14 2020-12-18
27. ISHARES TR S&P SMLCP GROW     2020-12-18
21. ISHARES MSCI EAFE SMALL-CAP ETF     2020-12-18
9. ISHARES MSCI EAFE SMALL-CAP ETF   2020-02-14 2020-12-18
59. ISHARES CORE MSCI EMERGING MARKETS     2020-12-18
46. ISHARES CORE MSCI EMERGING MARKETS     2020-12-18
3. MSCI INC   2019-09-12 2020-12-18
7. MASTERCARD INC CL A   2019-04-23 2020-12-18
18. MICROSOFT CORP   2018-07-02 2020-12-18
7. NIKE INC CL B   2018-12-17 2020-12-18
9. PAYPAL HOLDINGS INC-W/I   2019-01-02 2020-12-18
3. REGENERON PHARMACEUTICALS INC   2018-12-17 2020-12-18
8. SALESFORCE.COM   2020-01-07 2020-12-18
4. SERVICE NOW INC   2020-01-21 2020-12-18
13. STARBUCKS CORP COM   2020-06-11 2020-12-18
4. UNITEDHEALTH GROUP INC COM   2020-08-04 2020-12-18
9. VISA INC CLASS A SHARES     2020-12-18
261.942 WESTERN ASSET CORE PLUS BOND FD CLASS I FD 287   2020-02-14 2020-12-18
13. ZOETIS INC   2018-12-17 2020-12-18
9. ACCENTURE PLC CLASS A SEDOL B4BNMY3   2018-12-17 2020-12-18
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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 2,442   1,710 732
b 1,522   1,176 346
c 304   227 77
d 2,039   1,588 451
e 1,762   1,373 389
1,187   980 207
1,163   2,037 -874
43   75 -32
1,553   1,368 185
267   262 5
757   455 302
547   517 30
1,517   1,044 473
1,515   214 1,301
989   1,175 -186
361   255 106
1,281   800 481
632   430 202
1,069   720 349
304   274 30
1,541   1,307 234
2,844   2,801 43
59,140   57,216 1,924
6,768   5,206 1,562
898   825 73
321   232 89
1,016   729 287
1,478   842 636
328   251 77
413   285 128
391   343 48
491   384 107
569   530 39
2,543   2,014 529
709   629 80
1,169   796 373
138   138  
178   130 48
1,050   667 383
6,850   6,850  
54,161   55,376 -1,215
1,006   606 400
635   462 173
937   848 89
383   413 -30
36   39 -3
2,280   4,471 -2,191
3,168   2,556 612
81   72 9
1,043   1,004 39
190   202 -12
905   740 165
194   197 -3
2,108   3,401 -1,293
1,917   3,645 -1,728
4,279   3,845 434
3,152   2,667 485
285   210 75
1,930   4,911 -2,981
340   1,268 -928
1,280   4,912 -3,632
1,254   1,039 215
2,358   3,539 -1,181
3,971   4,805 -834
379   570 -191
899   803 96
790   878 -88
827   964 -137
2,268   2,939 -671
2,315   1,862 453
1,227   1,063 164
289   284 5
637   639 -2
662   1,496 -834
452   1,166 -714
1,410   1,163 247
1,095   931 164
1,634   1,384 250
799   1,377 -578
547   1,156 -609
1,314   1,534 -220
1,880   3,538 -1,658
1,933   3,241 -1,308
613   1,016 -403
1,100   957 143
1,083   974 109
1,363   1,446 -83
1,973   1,425 548
90   120 -30
1,795   1,966 -171
907   1,152 -245
151   211 -60
1,024   1,252 -228
1,504   927 577
5,569   5,233 336
852   868 -16
1,555   2,680 -1,125
2,154   1,009 1,145
876   629 247
1,775   1,370 405
436   507 -71
1,614   2,874 -1,260
2,553   1,673 880
2,289   1,409 880
1,719   1,663 56
156   175 -19
982   936 46
935   934 1
2,075   2,041 34
825   493 332
330   201 129
4,796   2,327 2,469
626   450 176
1,214   1,277 -63
1,013   591 422
2,098   1,183 915
1,406   788 618
2,001   2,135 -134
862   493 369
1,206   680 526
2,721   2,489 232
2,982   2,997 -15
29   25 4
133   129 4
353   358 -5
9   10 -1
1,835   1,482 353
756   570 186
3,974   1,818 2,156
1,582   637 945
3,459   2,088 1,371
2,410   1,865 545
6,029   3,291 2,738
5,786   5,568 218
1,479   739 740
3,545   2,048 1,497
818   432 386
1,247   1,095 152
865   856 9
1,086   970 116
780   703 77
20,090   13,658 6,432
20,732   14,576 6,156
5,776   5,539 237
1,623   1,555 68
3,094   2,042 1,052
1,415   1,122 293
607   553 54
3,607   2,870 737
2,812   2,441 371
1,312   696 616
2,345   1,701 644
3,920   1,782 2,138
969   499 470
2,112   760 1,352
1,511   1,152 359
1,807   1,413 394
2,243   1,258 985
1,349   994 355
1,345   1,227 118
1,895   1,018 877
3,274   3,190 84
2,101   1,126 975
2,338   1,386 952
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
      9,719
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       732
b       346
c       77
d       451
e       389
      207
      -874
      -32
      185
      5
      302
      30
      473
      1,301
      -186
      106
      481
      202
      349
      30
      234
      43
      1,924
      1,562
      73
      89
      287
      636
      77
      128
      48
      107
      39
      529
      80
      373
       
      48
      383
       
      -1,215
      400
      173
      89
      -30
      -3
      -2,191
      612
      9
      39
      -12
      165
      -3
      -1,293
      -1,728
      434
      485
      75
      -2,981
      -928
      -3,632
      215
      -1,181
      -834
      -191
      96
      -88
      -137
      -671
      453
      164
      5
      -2
      -834
      -714
      247
      164
      250
      -578
      -609
      -220
      -1,658
      -1,308
      -403
      143
      109
      -83
      548
      -30
      -171
      -245
      -60
      -228
      577
      336
      -16
      -1,125
      1,145
      247
      405
      -71
      -1,260
      880
      880
      56
      -19
      46
      1
      34
      332
      129
      2,469
      176
      -63
      422
      915
      618
      -134
      369
      526
      232
      -15
      4
      4
      -5
      -1
      353
      186
      2,156
      945
      1,371
      545
      2,738
      218
      740
      1,497
      386
      152
      9
      116
      77
      6,432
      6,156
      237
      68
      1,052
      293
      54
      737
      371
      616
      644
      2,138
      470
      1,352
      359
      394
      985
      355
      118
      877
      84
      975
      952
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 46,901
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 1,088
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 1,088
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,088
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 1,396
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,396
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 10 308
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet308 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)
    bulletMA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletPNC BANK NA Telephone no.bullet (412) 807-3479

    Located atbullet116 ALLEGHENY CENTER MALLPITTSBURGHPA ZIP+4bullet15212
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    PNC BANK N A TRUSTEE
    4     		19,115    
    116 ALLEGHENY CENTER MALL
    PITTSBURGH,PA15212
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    2,000,652
    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
    2,000,652
    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
    2,000,652
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    30,010
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,970,642
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    98,532
    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
    98,532
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    1,088
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,088
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    97,444
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    97,444
    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
    97,444
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    96,009
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    96,009
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    96,009
    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 97,444
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 92,149
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 0
    b From 2016...... 0
    c From 2017...... 0
    d From 2018...... 0
    e From 2019...... 0
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 96,009
    a Applied to 2019, but not more than line 2a 92,149
    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..... 3,860
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		93,584
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016.... 0
    b Excess from 2017.... 0
    c Excess from 2018.... 0
    d Excess from 2019.... 0
    e Excess from 2020.... 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    HARRINGTON MEMORIAL HOSPITAL
    SOUTH STREET
    SOUTHBRIDGE,MA01550     		NONE PC GENERAL SUPPORT 18,430
    NORTHFIELD MOUNT HERMON SCHOOL
    ONE LAMPLIGHTER WAY
    MOUNT HERMAN,MA013549637     		NONE PC GENERAL SUPPORT 3,456
    AMERICAN RED CROSS
    2025 E STREET NW
    WASHINGTON,DC20006     		NONE PC GENERAL SUPPORT 9,215
    UNITED WAY SOUTHBRIDGE
    155 MAIN ST 2ND FL
    SOUTHBRIDGE,MA015502524     		NONE PC GENERAL SUPPORT 9,215
    ELM ST CONGREGATIONAL CHURCH
    PO BOX 723
    SOUTHBRIDGE,MA015500723     		NONE PC GENERAL SUPPORT 41,467
    BUCKS COUNTY CANCER SOCIETY
    1626 LOCUST STREET
    PHILADELPHIA,PA191036305     		NONE PC GENERAL SUPPORT 3,456
    MARCH OF DIMES
    1275 MAMARONECK AVENUE
    WHITE PLAINS,NY10605     		NONE PC GENERAL SUPPORT 3,456
    THE SALVATION ARMY
    C/O MR RICHARD D ALLEN
    440 WEST NYACK ROAD
    WEST NYACK,NY109941753     		NONE PC GENERAL SUPPORT 3,456
    Total .................................bullet 3a 92,151
    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 49,419  
    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 46,901  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   96,320  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    96,320
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    W J AND C R WRIGHTON CHARITABLE
    EIN:
    04-6757486
    Name of Stock End of Year Book Value End of Year Fair Market Value
    COMMON STOCK    
    2824100 ABBOTT LABORATORIES IN 8,977 12,372
    16255101 ALIGN TECHNOLOGY INC 2,761 6,947
    25537101 AMERICAN ELECTRIC POW 4,995 4,996
    31162100 AMGEN INC 2,052 2,299
    52769106 AUTODESK INC 5,653 10,687
    110122108 BRISTOL MYERS SQUIBB 3,707 3,908
    110448107 BRITISH AMERICAN TOB 8,475 8,960
    136069101 CAN IMPERIAL BK OF C 10,474 11,026
    166764100 CHEVRON CORPORATION 12,167 9,121
    191216100 COCA COLA CO 2,568 2,907
    256677105 DOLLAR GENERAL CORP 3,482 6,940
    366651107 GARTNER INC 4,773 5,607
    370334104 GENERAL MILLS INC 4,800 4,586
    375558103 GILEAD SCIENCES INC 10,083 9,147
    446150104 HUNTINGTON BANCSHARE 5,964 5,898
    452327109 ILLUMINA INC 4,527 5,180
    459200101 INTERNATIONAL BUSINE 4,501 4,658
    494368103 KIMBERLY-CLARK CORP 2,577 2,427
    594918104 MICROSOFT CORP 2,565 18,461
    636274409 NATIONAL GRID GROUP 6,399 7,084
    654106103 NIKE INC CLASS B 2,779 5,517
    713448108 PEPSICO INC 5,888 7,118
    717081103 PFIZER INC 10,033 9,755
    718172109 PHILIP MORRIS INTERN 11,913 12,170
    744573106 PUBLIC SERVICE ENTER 2,431 2,798
    842587107 SOUTHERN CO 7,646 9,092
    855244109 STARBUCKS CORP 5,138 8,130
    904767704 UNILEVER PLC W/I SPO 6,564 7,243
    00206R102 AT&T INC 11,226 10,670
    00287Y109 ABBVIE INC 9,726 12,001
    00724F101 ADOBE INC 7,274 16,004
    02079K107 ALPHABET INC/CA-CL C 9,367 15,767
    02079K305 ALPHABET INC/CA-CL A 643 5,258
    05534B760 BCE INC ISIN CA05534 8,577 8,731
    17275R102 CISCO SYSTEMS INC 7,446 8,189
    22822V101 CROWN CASTLE INTL CO 3,360 3,343
    25746U109 DOMINION ENERGY INC 5,008 5,114
    26441C204 DUKE ENERGY HOLDING 7,916 8,057
    29250N105 ENBRIDGE INC SEDOL 2 7,258 6,206
    30231G102 EXXON MOBIL CORP 13,240 7,791
    30303M102 FACEBOOK INC 8,362 18,848
    46120E602 INTUITIVE SURGICAL I 4,216 4,909
    46625H100 JPMORGAN CHASE & CO 2,984 3,685
    55354G100 MSCI INC 2,319 4,465
    57636Q104 MASTERCARD INC CL A 6,106 11,065
    58933Y105 MERCK & CO INC 7,893 8,180
    69351T106 PPL CORPORATION 4,580 4,286
    70450Y103 PAYPAL HOLDINGS INC- 3,630 10,071
    75886F107 REGENERON PHARMACEUT 4,225 5,314
    7591EP100 REGIONS FINANCIAL CO 3,989 4,965
    79466L302 SALESFORCE.COM 6,765 9,124
    81762P102 SERVICE NOW INC 4,857 10,458
    87807B107 TC ENERGY CORPORATIO 5,034 4,357
    88579Y101 3M COMPANY 2,458 2,797
    91324P102 UNITEDHEALTH GROUP I 6,136 7,014
    92343V104 VERIZON COMMUNICATIO 10,496 10,810
    92826C839 VISA INC CLASS A SHA 2,194 11,374
    92857W308 VODAFONE GROUP PLC-S 8,770 8,355
    98978V103 ZOETIS INC 5,447 10,427
    G1151C101 ACCENTURE PLC CLASS 6,142 10,448
    G29183103 EATON CORP PLC SEDOL 2,487 2,883

    TY 2020 InvestmentsOtherSchedule2
    Name:
    W J AND C R WRIGHTON CHARITABLE
    EIN:
    04-6757486
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MUTUAL FUNDS - FIXED      
    MUTUAL FUNDS - EQUITY      
    57071813 BAIRD MIDCAP INST AT COST 23,038 42,864
    57071854 BAIRD AGGREGATE BOND AT COST 187,584 210,011
    230001703 CULLEN INTERNATIONAL AT COST 72,613 84,181
    461418444 WCM FOCUSED INTL GRO AT COST 57,010 84,790
    464287200 ISHARES CORE S&P 500 AT COST 161,894 233,493
    464287226 ISHARES CORE US AGGR AT COST 194,867 210,260
    464287879 ISHARES S&P SMALL CA AT COST 32,426 41,956
    464287887 ISHARES S&P SMALL CA AT COST 10,608 20,895
    464288273 ISHARES MSCI EAFE SM AT COST 16,449 21,189
    949915482 WELLS FARGO SPECIAL AT COST 47,688 63,748
    957663503 WESTERN ASSET CORE P AT COST 117,433 126,302
    38145N220 GOLDMAN SACHS ABSOLU AT COST 97,369 105,442
    46434G103 ISHARES CORE MSCI EM AT COST 33,065 42,497
    52106N459 LAZARD GLOBAL LISTED AT COST 85,649 83,469
    74440Y884 PGIM HIGH YIELD FUND AT COST 83,103 83,931
    77958B105 T ROWE PRICE INSTITU AT COST 85,376 83,933
    81369Y860 REAL ESTATE SELECT S AT COST 38,144 41,715

    TY 2020 OtherDecreasesSchedule
    Name:
    W J AND C R WRIGHTON CHARITABLE
    EIN:
    04-6757486
    Description Amount
    ROUNDING ADJ FOR SALES AND TRANSACTIONS 6
    2020 TRANSACTIONS POSTED IN 2021 1,527
    RETURN OF CAPITAL ADJUSTMENT 25


    TY 2020 OtherExpensesSchedule
    Name:
    W J AND C R WRIGHTON CHARITABLE
    EIN:
    04-6757486
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    STATE FILING FEES 35 0   35
    MAP MANAGEMENT FEES 1,438 1,438   0
    ADR SERVICE FEES 27 27   0


    TY 2020 TaxesSchedule
    Name:
    W J AND C R WRIGHTON CHARITABLE
    EIN:
    04-6757486
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 418 418   0
    FEDERAL ESTIMATES - PRINCIPAL 698 0   0
    FOREIGN TAXES ON QUALIFIED FOR 326 326   0
    FOREIGN TAXES ON NONQUALIFIED 187 187   0