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
MCCAMPBELL CHAR TRUST
 
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

22-6976932
B Telephone number (see instructions)

(412) 807-3902
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$953,304J 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... 20,707 19,998  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 31,919
b Gross sales price for all assets on line 6a 282,114
7 Capital gain net income (from Part IV, line 2)... 31,919
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 1,642    
12 Total. Add lines 1 through 11........ 54,268 51,917  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 20,411 10,206   10,205
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 535 535   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 622 622    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 21,568 11,363 0 10,205
25 Contributions, gifts, grants paid....... 35,000 35,000
26 Total expenses and disbursements. Add lines 24 and 25 56,568 11,363 0 45,205
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -2,300
b Net investment income (if negative, enter -0-) 40,554
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......... 26,059 15,353 15,353
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......   Click to see attachment151,617 203,607
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).......... 813,162 Click to see attachment668,578 734,344
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) 839,221 835,548 953,304
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........ 831,237 835,548
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 7,984  
29 Total net assets or fund balances (see instructions)..... 839,221 835,548
30 Total liabilities and net assets/fund balances (see instructions). 839,221 835,548
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
839,221
2
Enter amount from Part I, line 27a .....................
2
-2,300
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
8
4
Add lines 1, 2, and 3 ..........................
4
836,929
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
1,381
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
835,548
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 1. TRANSDIGM GROUP INC   2019-12-27 2020-01-07
b 2. ANSYS INC   2018-06-20 2020-01-09
c 2. CACI INTL INC CL A   2018-06-18 2020-01-23
d 7. CAROLINA FINANCIAL CORP MERGED 05/01/20   2018-07-06 2020-01-29
e 1. MARTIN MARIETTA MATLS INC   2018-06-18 2020-01-29
1. AIR PRODUCTS & CHEMICALS INC   2018-06-18 2020-01-30
1. S&P GLOBAL INC   2018-06-18 2020-01-30
24. UNITED BANKSHARES INC WEST V COM   2018-06-18 2020-01-31
2. BROOKFIELD ASSET MANAGEMENT CL A ISIN CA1125851040 SEDOL 2092555   2018-06-18 2020-02-18
2. BROOKFIELD ASSET MANAGEMENT CL A ISIN CA1125851040 SEDOL 2092555   2019-08-15 2020-02-18
4. IHS MARKIT LTD SEDOL BD0Q558   2018-06-18 2020-02-18
4. BROOKFIELD ASSET MANAGEMENT CL A ISIN CA1125851040 SEDOL 2092555   2018-06-18 2020-02-25
19. SENSIENT TECHNOLOGIES CORP   2018-06-18 2020-02-25
14. KENNEDY WILSON HOLDINGS INC     2020-03-04
4. VERISK ANALYTICS INC   2018-06-18 2020-03-04
7. AMBARELLA INC SEDOL B7KH3G6   2018-06-18 2020-03-05
3. AMN HEALTHCARE SERVICES   2018-06-18 2020-03-13
2. EXLSERVICE HOLDINGS INC   2018-06-18 2020-03-13
26. GRANITE CONSTRUCTION INC   2018-06-18 2020-03-13
5. GRANITE CONSTRUCTION INC   2019-05-21 2020-03-13
1. DOMINO'S PIZZA, INC.   2019-04-26 2020-03-19
10. WAYFAIR INC- CLASS A     2020-03-19
228. CALLON PETE CO DEL REV SPLIT 08/07/20     2020-03-20
104. CALLON PETE CO DEL REV SPLIT 08/07/20   2020-01-23 2020-03-20
11. MATADOR RESOURCES CO   2019-12-20 2020-03-20
59. MATADOR RESOURCES CO     2020-03-20
27. BIG LOTS INC     2020-03-26
25. LTC PPTYS INC COM   2018-06-18 2020-03-26
2. DOLLAR GENERAL CORP   2018-06-18 2020-03-31
2. SHOPIFY INC - A W/I SEDOL BXDZ9Z0     2020-03-31
6. TETRA TECH INC NEW COM   2018-06-18 2020-04-02
18. ARGO GROUP INTERNATIONAL ISIN BMG0464B1072 SEDOL 2499543   2018-06-18 2020-04-02
5. FORWARD AIR CORP COM   2018-06-18 2020-04-03
58. CALAMP CORP   2018-06-18 2020-04-08
6. RESTAURANT BRANDS INTERN-W/I SEDOL BTF8WD8   2018-06-18 2020-04-09
2. SBA COMMUNICATIONS CORP   2018-06-18 2020-04-09
.5 BROOKFIELD ASSET MANAGEMENT CL A ISIN CA1125851040 SEDOL 2092555   2018-06-18 2020-04-13
24. GREAT WESTERN BANCORP INC   2018-06-18 2020-04-15
10. GREAT WESTERN BANCORP INC   2019-05-21 2020-04-15
1. SBA COMMUNICATIONS CORP   2018-06-18 2020-04-16
6. BARNES GROUP INC   2018-06-18 2020-04-24
1. SBA COMMUNICATIONS CORP   2018-06-18 2020-04-30
.25 UNITED BANKSHARES INC WEST V COM   2018-06-18 2020-05-07
8. LIBERTY GLOBAL PLC SERIES C SEDOL B8W67B1   2018-06-18 2020-05-13
1. CACI INTL INC CL A   2018-06-18 2020-05-19
3. LHC GROUP INC   2018-06-18 2020-05-19
8. METHODE ELECTRS INC CL A   2018-06-18 2020-05-19
15. SYKES ENTERPRISES INC COM   2018-06-18 2020-05-19
1. DOLLAR GENERAL CORP   2018-06-18 2020-05-29
5. FIRST REPUBLIC BANK/FRAN   2018-06-18 2020-05-29
7. LIBERTY GLOBAL PLC SEDOL B8W6766   2018-06-18 2020-05-29
10. LIBERTY GLOBAL PLC SERIES C SEDOL B8W67B1   2018-06-18 2020-05-29
2. AMERCO     2020-06-02
4. EASTERLY GOVERNMENT PROPERTI   2018-06-18 2020-06-02
1. LHC GROUP INC   2018-06-18 2020-06-02
2. OLLIE'S BARGAIN OUTLET HOLDI   2020-04-16 2020-06-02
2. TRANSUNION   2018-06-18 2020-06-02
34.665 CAMBIAR INTL EQUITY FUND-INS   2019-06-07 2020-06-05
19.389 INVESCO OPPENHEIMER INTERNATIONAL GROWTH FUND CL R6   2016-06-10 2020-06-05
55.312 DELAWARE VALUE FUND-R6   2016-04-13 2020-06-05
111.927 SEAFARER OVERSEAS GROWTH & INCOME INSTL CLASS   2017-01-09 2020-06-05
39.084 HARDING LOEVNER INTER S/C-IS   2018-06-13 2020-06-05
53.44 OAKMARK INTL SM CAP-INST 2888   2016-06-15 2020-06-05
206. ISHARES TR S&P 500 INDEX FD   2018-06-13 2020-06-05
2. ISHARES TR S&P MIDCP VALU   2017-01-09 2020-06-05
2. ISHARES TR S&P SMLCP VALU   2018-06-13 2020-06-05
477. ISHARES CORE MSCI EAFE ETF ETF   2018-06-13 2020-06-05
92.441 LAZARD GLOBAL LISTED INFRASTRUCTURE PORTFOLIO   2018-06-13 2020-06-05
809. SCHWAB US REIT ETF   2018-03-09 2020-06-05
208. VANGUARD GROWTH ETF   2016-04-07 2020-06-05
5. FRANKLIN ELECTRIC INC   2018-06-18 2020-06-24
5. ELANCO ANIMAL HEALTH INC     2020-06-25
4. PROGRESSIVE CORP OHIO   2018-06-18 2020-06-25
2. SBA COMMUNICATIONS CORP   2018-06-18 2020-06-25
8. LIBERTY GLOBAL PLC SEDOL B8W6766   2018-06-18 2020-06-25
11. LIBERTY GLOBAL PLC SERIES C SEDOL B8W67B1   2018-06-18 2020-06-25
1. AIR PRODUCTS & CHEMICALS INC   2018-06-18 2020-06-29
2. ANSYS INC   2018-10-05 2020-06-29
2. AUTODESK INC   2020-04-30 2020-06-29
5. BLACK KNIGHT INC-WHEN ISSUED   2019-08-29 2020-06-29
20. BROOKFIELD ASSET MANAGEMENT CL A ISIN CA1125851040 SEDOL 2092555   2018-06-18 2020-06-29
4. BROOKFIELD INFRASTRUCTURE-A SEDOL BJP50C4   2020-04-30 2020-06-29
2. BROOKFIELD PPTY REIT INC   2019-09-26 2020-06-29
5. BROWN & BROWN INC   2018-06-18 2020-06-29
1. BROWN FORMAN CORP CL B   2018-06-18 2020-06-29
4. CBRE GROUP INC   2018-06-18 2020-06-29
6. CARMAX INC   2020-04-30 2020-06-29
2. CARMAX INC   2018-06-18 2020-06-29
1. COGNEX CORP   2019-04-09 2020-06-29
12. COLFAX CORP   2018-06-18 2020-06-29
4. COPART INC   2018-06-18 2020-06-29
1. CREDIT ACCEPTANCE CORPORATION   2019-10-11 2020-06-29
1. DOLLAR GENERAL CORP   2018-06-18 2020-06-29
2. DOMINO'S PIZZA, INC.   2019-03-01 2020-06-29
7. FASTENAL CO   2020-01-09 2020-06-29
9. FNF GROUP-W/I   2018-06-18 2020-06-29
3. FIRST REPUBLIC BANK/FRAN   2018-06-18 2020-06-29
1. GCI LIBERTY INC - CLASS A MERGED 12/18/2020   2018-06-18 2020-06-29
3. GARTNER INC   2018-06-18 2020-06-29
2. GUIDEWIRE SOFTWARE INC   2020-06-25 2020-06-29
1. HILTON WORLDWIDE HLDGS - W/I   2019-04-26 2020-06-29
1. HYATT HOTELS CORP CL A   2018-09-20 2020-06-29
1. IDEXX LABS INC COM   2018-08-03 2020-06-29
73. ISHARES TR S&P MIDCP VALU   2017-01-09 2020-06-29
51. ISHARES TR S&P SMLCP VALU   2018-06-13 2020-06-29
8. KKR & CO INC CLASS A   2020-01-09 2020-06-29
2. KENNEDY WILSON HOLDINGS INC   2018-09-04 2020-06-29
1. LENNAR CORP   2018-06-18 2020-06-29
1. LIBERTY BROADBAND-A   2018-06-18 2020-06-29
2. LIBERTY BROADBAND-C   2019-11-05 2020-06-29
2. LIBERTY SIRIUSXM SERIES A   2018-06-18 2020-06-29
3. LIBERTY SIRIUSXM SERIES C   2018-06-18 2020-06-29
1. LIBERTY SIRIUSXM SERIES C   2018-06-18 2020-06-29
10. LIBERTY FORMULA ONE SERIES C   2018-06-18 2020-06-29
3. LIVE NATION ENTERTAINMENT INC   2020-06-02 2020-06-29
1. M&T BK CORP   2018-06-18 2020-06-29
1. MSCI INC   2018-08-15 2020-06-29
1. MARTIN MARIETTA MATLS INC   2018-06-18 2020-06-29
2. MOODYS CORP   2018-06-18 2020-06-29
1. O REILLY AUTOMOTIVE INC   2018-06-18 2020-06-29
1. PROGRESSIVE CORP OHIO   2018-06-18 2020-06-29
4. REALPAGE, INC.     2020-06-29
7. RESTAURANT BRANDS INTERN-W/I SEDOL BTF8WD8   2018-06-18 2020-06-29
1. ROPER INDS INC NEW   2018-06-18 2020-06-29
1. ROSS STORES INC   2018-06-18 2020-06-29
1. SBA COMMUNICATIONS CORP   2018-06-18 2020-06-29
6. SLACK TECHNOLOGIES INC- CL A   2019-06-26 2020-06-29
5. SUMMIT MATERIALS INC -CL A   2018-09-04 2020-06-29
1. TRANSDIGM GROUP INC   2020-06-02 2020-06-29
3. TRANSUNION   2018-06-18 2020-06-29
3. VERISIGN INC   2018-06-18 2020-06-29
3. VERISK ANALYTICS INC   2018-06-18 2020-06-29
2. VORNADO RLTY TR SH BEN INT   2019-03-27 2020-06-29
2. AON PLC/IRELAND-A SEDOL BLP1HW5   2018-06-18 2020-06-29
4. ARCH CAPITAL GROUP LTD   2018-10-15 2020-06-29
10. IHS MARKIT LTD SEDOL BD0Q558   2018-06-18 2020-06-29
1. WIX.COM LTD SEDOL BFZCHN7   2018-10-03 2020-06-29
2. WIX.COM LTD SEDOL BFZCHN7   2020-04-09 2020-06-29
21. METHODE ELECTRS INC CL A   2018-06-18 2020-07-07
12. PC CONNECTION INC   2018-06-18 2020-07-13
1. SBA COMMUNICATIONS CORP   2018-06-18 2020-07-13
1. SQUARE INC - A   2019-08-15 2020-07-24
2. LHC GROUP INC   2018-06-18 2020-08-04
42. ANGIODYNAMICS INC     2020-08-10
8. K.FORCE INC   2018-06-18 2020-08-13
1. AUTODESK INC   2019-05-29 2020-08-25
1. COGNEX CORP   2019-04-09 2020-08-25
3. TRANSUNION   2018-06-18 2020-08-25
1. VERISIGN INC   2018-06-18 2020-08-25
1. WIX.COM LTD SEDOL BFZCHN7   2020-04-09 2020-08-25
23. COLUMBIA BKG SYS INC   2018-06-18 2020-08-27
12. UNITED BANKSHARES INC WEST V COM   2018-07-06 2020-08-27
21. VAREX IMAGING CORP -W/I   2018-06-18 2020-08-27
10. VAREX IMAGING CORP -W/I   2020-03-17 2020-08-27
4. OLLIE'S BARGAIN OUTLET HOLDI     2020-08-28
13. EASTERLY GOVERNMENT PROPERTI   2018-06-18 2020-09-14
1. LHC GROUP INC   2018-06-18 2020-09-14
12. PC CONNECTION INC   2018-06-18 2020-09-14
2. COLFAX CORP   2018-06-18 2020-09-21
3. EXLSERVICE HOLDINGS INC   2018-06-18 2020-09-23
2. LITTELFUSE INC   2018-06-18 2020-09-23
1. BROOKFIELD RENEWABLE COR CL-A SEDOL BMW8YT2   2020-09-08 2020-09-25
3. LHC GROUP INC   2018-06-18 2020-10-19
4. CARPENTER TECHNOLOGY CORP   2020-02-19 2020-10-21
19. CARPENTER TECHNOLOGY CORP   2018-06-18 2020-10-21
5. AMN HEALTHCARE SERVICES   2018-06-18 2020-10-30
2. CARMAX INC   2018-06-18 2020-11-03
13. COLFAX CORP   2018-06-18 2020-11-03
1. COPART INC   2018-06-18 2020-11-03
3. FIRST REPUBLIC BANK/FRAN   2018-06-18 2020-11-03
3. GARTNER INC   2018-06-18 2020-11-03
1. TRANSDIGM GROUP INC   2020-04-30 2020-11-03
2. EQUIFAX INC   2020-11-03 2020-11-18
1. LHC GROUP INC   2018-06-18 2020-11-18
5. TETRA TECH INC NEW COM   2018-06-18 2020-11-18
3. TETRA TECH INC NEW COM   2018-06-18 2020-12-07
4. CBRE GROUP INC   2018-06-18 2020-12-09
1. HILTON WORLDWIDE HLDGS - W/I   2019-04-26 2020-12-09
1. MICROCHIP TECHNOLOGY INC   2018-06-18 2020-12-09
1. OMNICELL INC   2018-06-18 2020-12-10
4. OMNICELL INC     2020-12-10
668.274 INVESCO OPPENHEIMER INTERNATIONAL GROWTH FUND CL R6   2016-06-10 2020-12-11
23.646 FIDELITY 500 INDEX FD-AI   2020-06-09 2020-12-11
.12 LIBERTY BROADBAND-C   2018-06-18 2020-12-24
14. MTS SYSTEMS CORP   2018-06-18 2020-12-29
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(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 582   567 15
b 522   365 157
c 542   335 207
d 272   313 -41
e 263   230 33
237   163 74
297   208 89
834   889 -55
136   83 53
136   100 36
322   203 119
259   166 93
1,022   1,354 -332
294   299 -5
661   439 222
377   305 72
200   176 24
113   119 -6
304   1,491 -1,187
59   206 -147
317   276 41
228   1,261 -1,033
105   2,384 -2,279
48   359 -311
18   189 -171
95   1,544 -1,449
368   1,064 -696
750   1,056 -306
302   196 106
876   328 548
394   347 47
612   1,106 -494
226   310 -84
253   1,314 -1,061
259   362 -103
607   315 292
17   14 3
431   1,063 -632
180   340 -160
300   157 143
220   355 -135
289   157 132
7   9 -2
168   227 -59
240   168 72
486   256 230
234   355 -121
381   443 -62
191   98 93
536   500 36
149   205 -56
208   284 -76
645   695 -50
104   79 25
164   85 79
185   110 75
178   144 34
807   869 -62
838   688 150
1,109   1,004 105
1,295   1,257 38
623   691 -68
738   757 -19
66,133   57,913 8,220
297   292 5
270   336 -66
28,687   31,868 -3,181
1,382   1,458 -76
32,222   30,756 1,466
41,558   22,147 19,411
243   234 9
106   168 -62
317   246 71
568   315 253
173   234 -61
234   312 -78
239   163 76
564   349 215
462   375 87
361   310 51
651   552 99
178   168 10
20   39 -19
201   142 59
63   53 10
175   194 -19
524   447 77
175   145 30
59   53 6
320   368 -48
321   234 87
409   463 -54
190   98 92
736   502 234
294   253 41
273   341 -68
314   300 14
67   45 22
359   414 -55
218   215 3
73   88 -15
49   79 -30
325   242 83
9,393   10,675 -1,282
5,881   8,556 -2,675
240   241 -1
29   42 -13
60   52 8
123   76 47
250   235 15
65   96 -31
98   144 -46
33   48 -15
313   340 -27
131   155 -24
102   174 -72
329   174 155
207   230 -23
541   351 190
422   282 140
79   62 17
259   252 7
383   422 -39
385   282 103
84   85 -1
290   157 133
185   222 -37
80   105 -25
429   432 -3
251   216 35
608   436 172
490   329 161
76   134 -58
382   280 102
113   110 3
727   506 221
249   114 135
498   227 271
603   933 -330
542   375 167
302   157 145
122   62 60
401   171 230
376   969 -593
295   289 6
252   161 91
67   53 14
255   216 39
207   145 62
291   113 178
654   982 -328
319   476 -157
237   783 -546
113   182 -69
409   210 199
309   257 52
202   85 117
503   375 128
61   61  
190   179 11
339   467 -128
53   50 3
672   256 416
69   172 -103
326   1,081 -755
325   293 32
186   145 41
377   398 -21
118   59 59
391   300 91
423   414 9
509   362 147
345   300 45
204   85 119
622   289 333
359   174 185
269   194 75
109   88 21
144   101 43
114   52 62
458   272 186
34,730   23,711 11,019
3,000   2,638 362
19   9 10
817   765 52
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
      3,447
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       15
b       157
c       207
d       -41
e       33
      74
      89
      -55
      53
      36
      119
      93
      -332
      -5
      222
      72
      24
      -6
      -1,187
      -147
      41
      -1,033
      -2,279
      -311
      -171
      -1,449
      -696
      -306
      106
      548
      47
      -494
      -84
      -1,061
      -103
      292
      3
      -632
      -160
      143
      -135
      132
      -2
      -59
      72
      230
      -121
      -62
      93
      36
      -56
      -76
      -50
      25
      79
      75
      34
      -62
      150
      105
      38
      -68
      -19
      8,220
      5
      -66
      -3,181
      -76
      1,466
      19,411
      9
      -62
      71
      253
      -61
      -78
      76
      215
      87
      51
      99
      10
      -19
      59
      10
      -19
      77
      30
      6
      -48
      87
      -54
      92
      234
      41
      -68
      14
      22
      -55
      3
      -15
      -30
      83
      -1,282
      -2,675
      -1
      -13
      8
      47
      15
      -31
      -46
      -15
      -27
      -24
      -72
      155
      -23
      190
      140
      17
      7
      -39
      103
      -1
      133
      -37
      -25
      -3
      35
      172
      161
      -58
      102
      3
      221
      135
      271
      -330
      167
      145
      60
      230
      -593
      6
      91
      14
      39
      62
      178
      -328
      -157
      -546
      -69
      199
      52
      117
      128
       
      11
      -128
      3
      416
      -103
      -755
      32
      41
      -21
      59
      91
      9
      147
      45
      119
      333
      185
      75
      21
      43
      62
      186
      11,019
      362
      10
      52
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 31,919
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................................ 1 564
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........................... 3 564
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- ..... 5 564
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 136
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.............. 7 136
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 9 428
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet0 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)
    bulletFL
    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) 807-3902

    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
    IAN MCCAMPBELL BAER CO-TRUSTEE
    1     		5,103    
    C/O PNC BANK 1900 E 9th ST
    CLEVELAND,OH44144
    LAURA MCCAMPBELL PFANZ CO-TRUSTEE
    1     		5,103    
    C/O PNC BANK 1900 E 9th ST
    CLEVELAND,OH44144
    PNC BANK N A CO-TRUSTEE
    2     		10,205    
    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
    858,830
    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
    858,830
    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
    858,830
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    12,882
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    845,948
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    42,297
    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
    42,297
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    564
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    564
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    41,733
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    41,733
    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
    41,733
    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
    45,205
    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
    45,205
    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
    45,205
    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 41,733
    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...... 0
    b From 2016...... 0
    c From 2017...... 0
    d From 2018...... 1,110
    e From 2019...... 1,760
    fTotal of lines 3a through e........ 2,870
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 45,205
    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..... 41,733
    e Remaining amount distributed out of corpus 3,472
    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 6,342
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		6,342
    10 Analysis of line 9:
    a Excess from 2016.... 0
    b Excess from 2017.... 0
    c Excess from 2018.... 1,110
    d Excess from 2019.... 1,760
    e Excess from 2020.... 3,472
    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
    IDYLLWILD ARTS FOUNDATION
    PO BOX 38
    IDYLLWILD,CA92549     		NONE PC GENERAL SUPPORT 20,000
    SOUTH KENT SCHOOL
    40 BULLS BRIDGE RD
    SOUTH KENT,CT06785     		NONE PC GENERAL SUPPORT 15,000
    Total .................................bullet 3a 35,000
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 20,707  
    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 31,919  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aFEDERAL TAX REFUND     		    14 1,642  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   54,268  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    54,268
    (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:
    MCCAMPBELL CHAR TRUST
    EIN:
    22-6976932
    Name of Stock End of Year Book Value End of Year Fair Market Value
    1744101 AMN HEALTHCARE SERVICE 1,699 2,116
    8492100 AGREE RLTY CORP REIT 811 999
    9158106 AIR PRODUCTS & CHEMICA 489 820
    30506109 AMERICAN WOODMARK COR 1,293 1,220
    52769106 AUTODESK INC 1,719 3,664
    57665200 BALCHEM CORP CL B 1,406 1,613
    67806109 BARNES GROUP INC 1,141 1,064
    99406100 BOOT BARN HOLDINGS IN 1,307 1,604
    109194100 BRIGHT HORIZONS FAMI 555 692
    112585104 BROOKFIELD ASSET MAN 3,370 5,035
    115236101 BROWN & BROWN INC 1,020 1,707
    115637209 BROWN FORMAN CORP CL 465 715
    126402106 CSW INDUSTRIALS INC 699 1,119
    126501105 CTS CORP 1,208 1,202
    127190304 CACI INTL INC CL A 877 1,247
    143130102 CARMAX INC 2,602 3,401
    165303108 CHESAPEAKE UTILITIES 848 974
    191098102 COCA COLA CONSOLIDAT 1,092 1,065
    192422103 COGNEX CORP 126 241
    194014106 COLFAX CORP 337 421
    199908104 COMFORT SYS USA INC 570 895
    217204106 COPART INC 1,725 3,818
    225310101 CREDIT ACCEPTANCE CO 1,914 1,731
    254543101 DIODES INC 632 917
    256677105 DOLLAR GENERAL CORP 294 631
    258278100 DORMAN PRODUCTS INC 1,435 1,736
    302081104 EXLSERVICE HOLDINGS 1,014 1,447
    311900104 FASTENAL CO 1,032 1,758
    349853101 FORWARD AIR CORP 1,362 1,690
    353514102 FRANKLIN ELECTRIC IN 1,030 1,523
    366651107 GARTNER INC 1,654 1,922
    374297109 GETTY RLTY CORP NEW 946 881
    422806208 HEICO CORP NEW CL A 819 1,171
    448579102 HYATT HOTELS CORP CL 824 817
    451107106 IDACORP INC 1,513 1,633
    457985208 INTEGRA LIFESCIENCES 2,310 2,337
    466032109 J & J SNACK FOODS CO 660 777
    483007704 KAISER ALUMINUM CORP 1,506 1,681
    489398107 KENNEDY WILSON HOLDI 656 608
    493732101 K.FORCE INC 924 1,136
    500643200 KORN FERRY 1,002 1,044
    505336107 LA Z BOY INC 1,041 1,554
    526057104 LENNAR CORP CLASS A 1,143 1,677
    530307107 LIBERTY BROADBAND-A 380 788
    530307305 LIBERTY BROADBAND-C 1,570 3,009
    531229409 LIBERTY SIRIUSXM SER 335 302
    531229607 LIBERTY SIRIUSXM SER 797 783
    531229854 LIBERTY FORMULA ONE 849 1,065
    531229870 LIBERTY FORMULA ONE 63 76
    537008104 LITTELFUSE INC 1,022 1,273
    538034109 LIVE NATION ENTERTAI 1,119 1,690
    553777103 MTS SYSTEMS CORP 731 814
    566324109 MARCUS & MILLICHAP I 1,609 1,526
    570535104 MARKEL CORP (HOLDING 3,308 3,100
    573284106 MARTIN MARIETTA MATL 1,256 1,704
    587376104 MERCANTILE BANK CORP 993 815
    592688105 METTLER TOLEDO INTL 1,110 2,279
    595017104 MICROCHIP TECHNOLOGY 1,624 2,210
    615369105 MOODY'S CORP 703 1,161
    620076307 MOTOROLA SOLUTIONS I 914 1,190
    624580106 MOVADO GROUP INC 1,429 997
    680033107 OLD NATIONAL BANCORP 1,784 1,623
    681116109 OLLIE'S BARGAIN OUTL 543 981
    683344105 ONTO INNOVATION INC 999 1,474
    695127100 PACIRA BIOSCIENCES I 599 598
    701877102 PARSLEY ENERGY INC-C 496 1,136
    743315103 PROGRESSIVE CORP OHI 615 989
    776696106 ROPER TECHNOLOGIES I 1,409 2,155
    778296103 ROSS STORES INC 486 737
    816300107 SELECTIVE INSURANCE 1,842 2,076
    840441109 SOUTH STATE CORP 1,642 1,735
    852234103 SQUARE INC - A 249 871
    853666105 STANDARD MOTOR PRODU 1,224 1,012
    860372101 STEWART INFORMATION 970 1,112
    860630102 STIFEL FINL CORP 1,652 2,119
    871237103 SYKES ENTERPRISES IN 679 866
    893641100 TRANSDIGM GROUP INC 3,053 5,570
    902252105 TYLER TECHNOLOGIES I 677 873
    902788108 UMB FINL CORP 1,076 1,035
    909907107 UNITED BANKSHARES IN 1,337 1,231
    913259107 UNITIL CORPORATION 845 797
    929042109 VORNADO REALTY TRUST 279 224
    929160109 VULCAN MATERIALS CO 2,568 3,115
    92343E102 VERISIGN INC 1,661 2,380
    00846U101 AGILENT TECHNOLOGIES 346 355
    03662Q105 ANSYS INC 1,148 2,547
    04911A107 ATLANTIC UNION BANKS 1,818 1,548
    08160H101 BENCHMARK ELECT 1,408 1,405
    09215C105 BLACK KNIGHT INC-WHE 2,024 3,357
    11275Q107 BROOKFIELD INFRASTRU 907 1,591
    11282X103 BROOKFIELD PPTY REIT 325 239
    11284V105 BROOKFIELD RENEWABLE 108 175
    12504L109 CBRE GROUP INC 1,864 2,446
    13765N107 CANNAE HOLDINGS INC 212 266
    14808P109 CASS INFORMATION SYS 590 661
    22160N109 COSTAR GROUP INC 2,084 2,773
    25754A201 DOMINO'S PIZZA, INC. 991 1,534
    27616P103 EASTERLY GOVERNMENT 1,186 1,336
    29275Y102 ENERSYS 634 1,163
    29444U700 EQUINIX INC 797 1,428
    31620R303 FNF GROUP-W/I 1,593 1,642
    33616C100 FIRST REPUBLIC BANK/ 693 1,029
    36237H101 G-III APPAREL GROUP 1,450 1,092
    40171V100 GUIDEWIRE SOFTWARE I 1,409 1,802
    40425J101 HMS HLDGS CORP 883 1,029
    43300A203 HILTON WORLDWIDE HLD 2,430 3,227
    44267D107 HOWARD HUGHES CORP T 1,371 947
    44925C103 ICF INTERNATIONAL IN 1,799 1,635
    45168D104 IDEXX LABS INC 799 1,999
    48251W104 KKR & CO INC CLASS A 2,397 3,604
    50187A107 LHC GROUP INC 427 1,067
    55261F104 M&T BK CORP 523 382
    55354G100 MSCI INC 515 1,340
    58506Q109 MEDPACE HOLDINGS INC 769 1,670
    60786M105 MOELIS & CO 990 1,403
    65336K103 NEXSTAR MEDIA GROUP 1,416 1,965
    67103H107 O REILLY AUTOMOTIVE 1,971 3,168
    68213N109 OMNICELL INC 828 1,920
    75606N109 REALPAGE, INC. 1,149 1,745
    76131D103 RESTAURANT BRANDS IN 2,111 2,139
    78409V104 S&P GLOBAL INC 416 657
    78410G104 SBA COMMUNICATIONS C 1,731 3,103
    78463M107 SPS COMMERCE INC 435 760
    82706C108 SILICON MOTION TECHN 1,139 1,107
    83088V102 SLACK TECHNOLOGIES I 612 803
    86614U100 SUMMIT MATERIALS INC 447 502
    88162G103 TETRA TECH INC NEW 579 1,158
    89400J107 TRANSUNION 1,260 1,786
    91879Q109 VAIL RESORTS INC 2,054 2,232
    92345Y106 VERISK ANALYTICS INC 987 1,868
    G037AX101 AMBARELLA INC SEDOL 523 1,102
    G0403H108 AON PLC/IRELAND-A SE 560 845
    G0450A105 ARCH CAPITAL GROUP L 1,345 1,804
    G47567105 IHS MARKIT LTD SEDOL 962 1,707
    M98068105 WIX.COM LTD SEDOL BF 1,035 2,750

    TY 2020 InvestmentsOtherSchedule2
    Name:
    MCCAMPBELL CHAR TRUST
    EIN:
    22-6976932
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MUTUAL FUNDS - EQUITIES      
    MUTUAL FUNDS - FIXED      
    57071854 BAIRD AGGREGATE BOND AT COST 40,131 44,324
    315911727 FIDELITY INTERNATION AT COST 35,294 40,640
    315911750 FIDELITY 500 INDEX F AT COST 45,830 53,470
    316092857 FIDELITY REAL ESTATE AT COST 39,277 39,339
    317609295 SEAFARER OVERSEAS GR AT COST 42,318 56,120
    360875330 POLEN INTL GRWTH-INS AT COST 34,804 35,524
    412295875 HARDING LOEVNER INTE AT COST 23,309 26,499
    413838657 OAKMARK INTL SM CAP- AT COST 25,878 30,782
    552746364 MFS EMERGING MKTS DE AT COST 60,000 65,862
    46090E103 INVESCO QQQ TRUST ET AT COST 20,762 25,099
    00769G543 CAMBIAR INTL EQUITY AT COST 29,131 30,594
    01878T848 AB CONCENTRATED GROW AT COST 35,473 40,597
    09260B382 BLACKROCK STRATEGIC AT COST 60,877 64,650
    24610C840 DELAWARE VALUE FUND- AT COST 34,680 41,613
    52106N459 LAZARD GLOBAL LISTED AT COST 47,489 45,388
    74440Y884 PGIM HIGH YIELD FUND AT COST 20,000 20,000
    77958B105 T ROWE PRICE INSTITU AT COST 62,926 61,216
    97717X669 WISDOMTREE U.S. QUAL AT COST 10,399 12,627

    TY 2020 OtherDecreasesSchedule
    Name:
    MCCAMPBELL CHAR TRUST
    EIN:
    22-6976932
    Description Amount
    2020 TRANSACTIONS POSTED IN 2021 1,311
    TAX COST ADJ FOR WASH SALES 70


    TY 2020 OtherExpensesSchedule
    Name:
    MCCAMPBELL CHAR TRUST
    EIN:
    22-6976932
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MAP MANAGEMENT FEES 621 621   0
    ADR SERVICE FEES 1 1   0


    TY 2020 OtherIncomeSchedule2
    Name:
    MCCAMPBELL CHAR TRUST
    EIN:
    22-6976932
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    FEDERAL TAX REFUND 1,642 0  


    TY 2020 OtherIncreasesSchedule
    Name:
    MCCAMPBELL CHAR TRUST
    EIN:
    22-6976932
    Description Amount
    ROUNDING ADJ FOR SALES AND TRANSACTIONS 8


    TY 2020 TaxesSchedule
    Name:
    MCCAMPBELL CHAR TRUST
    EIN:
    22-6976932
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 40 40   0
    FOREIGN TAXES ON QUALIFIED FOR 270 270   0
    FOREIGN TAXES ON NONQUALIFIED 225 225   0