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
SUNBURY NORTHUMBERLAND COMMTR
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 2907 - MC 100-01-02-50
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WILSON, NC278942907
A Employer identification number

37-6417011
B Telephone number (see instructions)

(484) 881-4074
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$3,211,465J 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) 107,457
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 46,300 46,257  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 113,653
b Gross sales price for all assets on line 6a 2,305,106
7 Capital gain net income (from Part IV, line 2)... 113,653
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........ 267,410 159,910  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 30,036 15,018   15,018
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... Click to see attachment 718 0 0 718
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 804 567   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).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 31,558 15,585 0 15,736
25 Contributions, gifts, grants paid....... 149,990 149,990
26 Total expenses and disbursements. Add lines 24 and 25 181,548 15,585 0 165,726
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 85,862
b Net investment income (if negative, enter -0-) 144,325
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......... 91,895 78,303 78,303
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 1,943,443    
c Investments—corporate bonds (attach schedule)....... 642,973 Click to see attachment748,597 748,366
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........   Click to see attachment1,936,031 2,384,796
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) 2,678,311 2,762,931 3,211,465
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........ 2,678,311 2,762,931
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 2,678,311 2,762,931
30 Total liabilities and net assets/fund balances (see instructions). 2,678,311 2,762,931
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
2,678,311
2
Enter amount from Part I, line 27a .....................
2
85,862
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
162
4
Add lines 1, 2, and 3 ..........................
4
2,764,335
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
1,404
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,762,931
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 167.292 FIDELITY S/T TRSRY BND-INS PR   2019-10-18 2020-01-14
b 765.262 HARDING LOEVNER INTL EQ-INST   2017-12-20 2020-01-14
c 200.741 NATIXIS LOOMIS SAY GROWTH-Y   2017-12-20 2020-01-14
d 228.682 MSIF GLOBAL OPPORTUNITY-IS   2017-12-20 2020-01-14
e 858.394 PIMCO REAL RETURN INSTL -122   2019-08-01 2020-01-14
812.273 TOUCHSTONE MID CAP VALUE-INS   2017-12-20 2020-01-14
421.807 VANGUARD DEVELOPED MKTS INDEX -127   2017-12-20 2020-01-14
361.477 VIRTUS KAR SMALL CAP VALUE I   2018-07-26 2020-01-14
1528.58 DOUBLELINE TOTL RET BND-I   2018-07-26 2020-03-10
440.249 FIDELITY S/T TRSRY BND-INS PR   2019-10-18 2020-03-10
1317.078 METROPOLITAN WEST T/R BD-PLN   2018-07-26 2020-03-10
120.56 METROPOLITAN WEST T/R BD-PLN   2019-11-13 2020-03-10
2.375 MSIF GLOBAL OPPORTUNITY-IS   2017-12-20 2020-03-10
270.875 NEUBERGER BERMAN STRAT INC-I   2018-07-26 2020-03-10
138.202 PIMCO REAL RETURN INSTL -122   2019-08-01 2020-03-10
63.652 PGIM INVESTMENTS TTL RETURN BOND R6   2019-11-13 2020-03-10
1020.207 PGIM INVESTMENTS TTL RETURN BOND R6   2018-07-26 2020-03-10
74.04 STERLING CAPITAL TOTAL RETURN BOND FUND   2020-01-14 2020-03-10
2047.535 STERLING CAPITAL TOTAL RETURN BOND FUND   2018-07-26 2020-03-10
57.073 VIRTUS KAR SMALL CAP VALUE I   2018-07-26 2020-03-10
212.399 CAUSEWAY INTL VALUE-INST   2017-12-20 2020-04-23
357.575 DOUBLELINE TOTL RET BND-I   2019-04-17 2020-04-23
928.765 FEDERATED HERMES MDT SM CAP GR   2019-02-21 2020-04-23
399.391 FIDELITY S/T TRSRY BND-INS PR   2019-08-01 2020-04-23
112.457 FIDELITY S/T TRSRY BND-INS PR   2019-11-13 2020-04-23
2959.706 FIDELITY S/T TRSRY BND-INS PR   2019-04-17 2020-04-23
660.286 METROPOLITAN WEST T/R BD-PLN   2019-04-17 2020-04-23
172.691 MSIF GLOBAL OPPORTUNITY-IS   2017-12-20 2020-04-23
200.924 NEUBERGER BERMAN STRAT INC-I   2019-04-17 2020-04-23
225.171 PGIM INVESTMENTS TTL RETURN BOND R6   2019-04-17 2020-04-23
779.991 STERLING CAPITAL TOTAL RETURN BOND FUND   2019-04-17 2020-04-23
1.604 STERLING CAPITAL EQUITY INCOME FUND INST   2017-12-20 2020-04-23
380.193 TOUCHSTONE MID CAP GROW-INST   2018-07-26 2020-04-23
251.126 TOUCHSTONE MID CAP VALUE-INS   2017-12-20 2020-04-23
23.98 INVESCO DEVELOPING MARKETS FUND   2019-04-17 2020-05-29
945.443 CAUSEWAY INTL VALUE-INST   2017-12-20 2020-05-29
229.872 FEDERATED HERMES MDT SM CAP GR   2017-12-20 2020-05-29
199.871 HARDING LOEVNER INTL EQ-INST   2017-12-20 2020-05-29
78. ISHARES MSCI EAFE SMALL CAP ETF   2019-02-21 2020-05-29
117.497 LAZARD EMERGING MARKETS FD INSTL CL   2017-12-20 2020-05-29
668.796 NATIXIS LOOMIS SAY GROWTH-Y   2019-02-21 2020-05-29
281.613 MSIF GLOBAL OPPORTUNITY-IS   2017-12-20 2020-05-29
5.472 NEUBERGER BERMAN STRAT INC-I   2019-04-17 2020-05-29
506.394 STERLING CAPITAL EQUITY INCOME FUND INST   2017-12-20 2020-05-29
317.405 TOUCHSTONE MID CAP GROW-INST   2018-07-26 2020-05-29
985.002 TOUCHSTONE MID CAP VALUE-INS   2017-12-20 2020-05-29
384.481 VANGUARD DEVELOPED MKTS INDEX -127   2017-12-20 2020-05-29
78.21 VANGUARD 500 INDEX ADMIRAL FUND   2017-12-20 2020-05-29
676.787 VIRTUS KAR SMALL CAP VALUE I   2018-07-26 2020-05-29
882.104 FEDERATED HERMES MDT SM CAP GR   2017-12-20 2020-07-24
1058.73 HARDING LOEVNER INTL EQ-INST   2017-12-20 2020-07-24
1822.04 HOTCHKIS & WILEY HIGH YIELD FUND-I   2020-04-23 2020-07-24
411.393 NATIXIS LOOMIS SAY GROWTH-Y   2017-12-20 2020-07-24
117.705 MSIF GLOBAL OPPORTUNITY-IS   2017-12-20 2020-07-24
12717.498 STERLING CAP TTL RTRN BND-R6   2019-04-17 2020-07-24
1297.21 STERLING CAP TTL RTRN BND-R6   2019-11-13 2020-07-24
383.772 STERLING CAP TTL RTRN BND-R6   2020-05-29 2020-07-24
272.401 STERLING CAP EQTY INC-R6   2020-03-10 2020-07-24
1497.443 STERLING CAP EQTY INC-R6   2020-01-14 2020-07-24
8123.619 STERLING CAP EQTY INC-R6   2017-12-20 2020-07-24
161.164 VANGUARD DEVELOPED MKTS INDEX -127   2017-12-20 2020-07-24
15.143 INVESCO DEVELOPING MARKETS FUND   2018-07-26 2020-08-26
3076.017 DOUBLELINE TOTL RET BND-I   2019-04-17 2020-08-26
12.809 FEDERATED HERMES MDT SM CAP GR   2019-08-01 2020-08-26
30.587 HARTFORD DIVIDEND AND GRTH-Y   2020-07-24 2020-08-26
24. ISHARES MSCI EAFE SMALL CAP ETF   2019-02-21 2020-08-26
582.505 NATIXIS LOOMIS SAY GROWTH-Y   2017-12-20 2020-08-26
853.737 METROPOLITAN WEST T/R BD-PLN   2019-11-13 2020-08-26
8242.327 METROPOLITAN WEST T/R BD-PLN   2019-04-17 2020-08-26
1369.006 METROPOLITAN WEST T/R BD-PLN   2020-05-29 2020-08-26
150.428 MSIF GLOBAL OPPORTUNITY-IS   2017-12-20 2020-08-26
502.529 NEUBERGER BERMAN STRAT INC-I   2020-07-24 2020-08-26
4830.295 NEUBERGER BERMAN STRAT INC-I   2018-12-19 2020-08-26
376.24 NEUBERGER BERMAN STRAT INC-I   2019-11-13 2020-08-26
1240.428 PIMCO PIMS FOREIGN BOND FUND   2020-04-23 2020-08-26
1729.073 PIMCO REAL RETURN INSTL -122   2020-04-23 2020-08-26
1021.395 PIMCO REAL RETURN INSTL -122   2019-08-01 2020-08-26
54.41 PIMCO REAL RETURN INSTL -122   2019-11-13 2020-08-26
958.289 PGIM INVESTMENTS TTL RETURN BOND R6   2020-05-29 2020-08-26
937.854 PGIM INVESTMENTS TTL RETURN BOND R6   2019-11-13 2020-08-26
6809.567 PGIM INVESTMENTS TTL RETURN BOND R6   2019-04-17 2020-08-26
5. VANGUARD DIVIDEND APPREC ETF   2020-07-24 2020-08-26
52.123 VANGUARD 500 INDEX ADMIRAL FUND   2017-12-20 2020-08-26
71.511 VIRTUS KAR SMALL CAP VALUE I   2018-07-26 2020-08-26
262.543 NATIXIS LOOMIS SAY GROWTH-Y   2017-12-20 2020-09-01
76.528 MSIF GLOBAL OPPORTUNITY-IS   2017-12-20 2020-09-01
13.97 TOUCHSTONE MID CAP GROW-INST   2020-01-14 2020-09-01
290.115 TOUCHSTONE MID CAP GROW-INST   2020-03-10 2020-09-01
2564.083 TOUCHSTONE MID CAP GROW-INST   2018-07-26 2020-09-01
8400.334 TOUCHSTONE MID CAP VALUE-INS   2017-12-20 2020-09-01
2040.873 TOUCHSTONE MID CAP VALUE-INS   2019-10-18 2020-09-01
2291.17 TOUCHSTONE MID CAP VALUE-INS   2020-03-10 2020-09-01
7. VANGUARD DIVIDEND APPREC ETF   2020-07-24 2020-09-01
17.606 VANGUARD 500 INDEX ADMIRAL FUND   2017-12-20 2020-09-01
43.19 INVESCO DEVELOPING MARKETS FUND   2018-07-26 2020-10-07
8329.747 CAUSEWAY INTL VALUE-INST   2017-12-20 2020-10-07
1054.908 CAUSEWAY INTL VALUE-INST   2020-07-24 2020-10-07
1348.236 CAUSEWAY INTL VALUE-INST   2020-01-14 2020-10-07
169.288 DODGE & COX INCOME FUND   2020-08-26 2020-10-07
188.073 DOUBLELINE TOTL RET BND-I   2019-04-17 2020-10-07
10.15 FEDERATED HERMES MDT SM CAP GR   2019-08-01 2020-10-07
50. ISHARES MSCI EAFE SMALL CAP ETF   2019-02-21 2020-10-07
132.695 LAZARD EMERGING MARKETS FD INSTL CL   2017-12-20 2020-10-07
73.036 MSIF GLOBAL OPPORTUNITY-IS   2017-12-20 2020-10-07
273.511 PIMCO INVESTMENT GRD CORP-IN   2020-08-26 2020-10-07
13. VANGUARD DIVIDEND APPREC ETF   2020-07-24 2020-10-07
5243.714 VANGUARD DEVELOPED MKTS INDEX -127   2017-12-20 2020-10-07
582.867 VANGUARD DEVELOPED MKTS INDEX -127   2020-04-23 2020-10-07
294.418 VANGUARD DEVELOPED MKTS INDEX -127   2020-03-10 2020-10-07
322.928 WESTERN ASSET CORE BOND-S   2020-07-24 2020-10-07
62.043 INVESCO DEVELOPING MARKETS FUND   2018-07-26 2020-10-22
3045.664 EATON VANCE-ATLANTA SMID-R6   2020-09-01 2020-10-22
19.104 HARTFORD DIVIDEND AND GRTH-Y   2020-10-07 2020-10-22
516.811 LAZARD EMERGING MARKETS FD INSTL CL   2020-01-14 2020-10-22
4510.952 LAZARD EMERGING MARKETS FD INSTL CL   2017-12-20 2020-10-22
1464.004 LAZARD EMERGING MARKETS FD INSTL CL   2020-04-23 2020-10-22
178.231 NATIXIS LOOMIS SAY GROWTH-Y   2019-10-18 2020-10-22
36.782 MSIF GLOBAL OPPORTUNITY-IS   2017-12-20 2020-10-22
9.187 VANGUARD 500 INDEX ADMIRAL FUND   2017-12-20 2020-10-22
62.658 VIRTUS KAR SMALL CAP VALUE I   2018-07-26 2020-10-22
38.514 INVESCO DEVELOPING MARKETS FUND   2018-07-26 2020-11-13
646.191 FEDERATED HERMES MDT SM CAP GR   2018-12-19 2020-11-13
173.95 FEDERATED HERMES MDT SM CAP GR   2020-01-14 2020-11-13
60.971 HARDING LOEVNER INTL EQ-INST   2017-12-20 2020-11-13
93.876 HARTFORD DIVIDEND AND GRTH-Y   2020-07-24 2020-11-13
19. ISHARES CORE S&P MID-CAP ETF   2020-10-22 2020-11-13
15. ISHARES MSCI EAFE SMALL CAP ETF   2019-02-21 2020-11-13
.538 VAN ECK EMERGING MARKETS-I   2020-10-22 2020-11-13
7. VANGUARD DIVIDEND APPREC ETF   2020-07-24 2020-11-13
7.298 VANGUARD 500 INDEX ADMIRAL FUND   2017-12-20 2020-11-13
199.723 VIRTUS KAR SMALL CAP VALUE I   2017-12-20 2020-11-13
59.298 INVESCO DEVELOPING MARKETS FUND   2018-07-26 2020-12-17
150.708 EATON VANCE-ATLANTA SMID-R6   2020-09-01 2020-12-17
88.676 HARDING LOEVNER INTL EQ-INST   2017-12-20 2020-12-17
20. ISHARES CORE S&P MID-CAP ETF   2020-10-22 2020-12-17
29. ISHARES MSCI EAFE SMALL CAP ETF   2019-02-21 2020-12-17
86.565 NATIXIS LOOMIS SAY GROWTH-Y   2019-10-18 2020-12-17
9.634 MSIF GLOBAL OPPORTUNITY-IS   2017-12-20 2020-12-17
95.152 VAN ECK EMERGING MARKETS-I   2020-10-22 2020-12-17
349.615 VANGUARD 500 INDEX ADMIRAL FUND   2017-12-20 2020-12-17
186.414 VIRTUS KAR SMALL CAP VALUE I   2017-12-20 2020-12-17
CAPITAL GAIN DIVIDENDS P    
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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 1,763   1,765 -2
b 18,527   17,188 1,339
c 3,780   3,124 656
d 6,975   5,219 1,756
e 9,726   9,583 143
15,831   15,574 257
6,002   6,007 -5
7,005   7,009 -4
16,753   15,931 822
4,750   4,645 105
14,053   12,898 1,155
1,286   1,249 37
65   54 11
2,882   2,922 -40
1,581   1,541 40
942   947 -5
15,099   14,330 769
826   806 20
22,851   20,968 1,883
970   1,107 -137
2,336   3,681 -1,345
3,762   3,747 15
18,297   22,300 -4,003
4,349   4,211 138
1,225   1,184 41
32,231   30,603 1,628
7,052   6,570 482
4,789   3,941 848
2,061   2,188 -127
3,211   3,215 -4
8,611   8,128 483
28   33 -5
10,874   12,216 -1,342
3,707   4,815 -1,108
927   1,050 -123
11,497   16,385 -4,888
5,248   5,487 -239
4,273   4,489 -216
4,134   4,430 -296
1,658   2,337 -679
12,975   11,057 1,918
8,899   6,427 2,472
58   60 -2
9,606   10,346 -740
10,589   10,198 391
16,262   18,886 -2,624
4,671   5,475 -804
22,052   20,206 1,846
12,602   13,123 -521
21,435   20,505 930
25,653   23,779 1,874
19,204   17,639 1,565
8,553   6,426 2,127
4,200   2,686 1,514
145,743   132,399 13,344
14,866   14,070 796
4,398   4,271 127
5,342   5,080 262
29,364   32,662 -3,298
159,300   165,231 -5,931
2,092   2,295 -203
702   659 43
33,067   32,268 799
331   310 21
799   764 35
1,422   1,363 59
13,502   9,064 4,438
9,340   8,824 516
90,171   82,011 8,160
14,977   14,958 19
6,058   3,720 2,338
5,568   5,553 15
53,520   52,441 1,079
4,169   4,162 7
13,533   13,125 408
21,129   20,197 932
12,481   11,389 1,092
665   607 58
14,307   14,312 -5
14,002   13,675 327
101,667   97,209 4,458
648   617 31
16,775   12,949 3,826
1,502   1,387 115
6,183   4,085 2,098
3,209   1,746 1,463
515   487 28
10,685   9,172 1,513
94,435   80,868 13,567
146,166   152,539 -6,373
35,511   36,674 -1,163
39,866   38,729 1,137
918   864 54
5,746   4,374 1,372
1,998   1,861 137
111,119   136,746 -25,627
14,072   14,170 -98
17,985   17,733 252
2,487   2,511 -24
2,014   1,971 43
268   246 22
3,007   2,840 167
1,998   2,639 -641
3,030   1,667 1,363
3,022   3,060 -38
1,700   1,604 96
70,213   73,016 -2,803
7,805   6,571 1,234
3,942   3,515 427
4,414   4,462 -48
2,915   2,673 242
112,690   111,624 1,066
504   496 8
7,969   8,362 -393
69,559   82,275 -12,716
22,575   22,068 507
4,073   3,058 1,015
1,534   874 660
2,930   2,282 648
1,335   1,215 120
1,912   1,659 253
18,255   14,208 4,047
4,914   3,743 1,171
1,614   1,369 245
2,611   2,377 234
3,987   3,758 229
942   852 90
11   11  
960   882 78
2,419   1,813 606
4,594   3,787 807
3,149   2,555 594
5,647   5,523 124
2,492   1,992 500
4,558   3,956 602
1,967   1,647 320
2,091   1,485 606
432   220 212
2,110   1,905 205
120,505   86,858 33,647
4,629   3,514 1,115
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
      46,779
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       -2
b       1,339
c       656
d       1,756
e       143
      257
      -5
      -4
      822
      105
      1,155
      37
      11
      -40
      40
      -5
      769
      20
      1,883
      -137
      -1,345
      15
      -4,003
      138
      41
      1,628
      482
      848
      -127
      -4
      483
      -5
      -1,342
      -1,108
      -123
      -4,888
      -239
      -216
      -296
      -679
      1,918
      2,472
      -2
      -740
      391
      -2,624
      -804
      1,846
      -521
      930
      1,874
      1,565
      2,127
      1,514
      13,344
      796
      127
      262
      -3,298
      -5,931
      -203
      43
      799
      21
      35
      59
      4,438
      516
      8,160
      19
      2,338
      15
      1,079
      7
      408
      932
      1,092
      58
      -5
      327
      4,458
      31
      3,826
      115
      2,098
      1,463
      28
      1,513
      13,567
      -6,373
      -1,163
      1,137
      54
      1,372
      137
      -25,627
      -98
      252
      -24
      43
      22
      167
      -641
      1,363
      -38
      96
      -2,803
      1,234
      427
      -48
      242
      1,066
      8
      -393
      -12,716
      507
      1,015
      660
      648
      120
      253
      4,047
      1,171
      245
      234
      229
      90
       
      78
      606
      807
      594
      124
      500
      602
      320
      606
      212
      205
      33,647
      1,115
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 113,653
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 2,006
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 2,006
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 2,006
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 512
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 2,497
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,009
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 1,003
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet1,003 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletPA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
    Yes
     
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletBRANCH BANKING AND TRUST COMPANY Telephone no.bullet (484) 881-4074

    Located atbullet1340 BROADCASTING RD STE 100WYOMISSINGPA ZIP+4bullet19610
    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
    BRANCH BANKING AND TRUST COMPANY TRUSTEE / PART-TIME
    1     		30,036    
    1340 BROADCASTING RD STE 100
    WYOMISSING,PA19610
    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
    2,745,490
    b
    Average of monthly cash balances.......................
    1b
    64,030
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,809,520
    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
    2,809,520
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    42,143
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    2,767,377
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    138,369
    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
    138,369
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    2,006
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,006
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    136,363
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    136,363
    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
    136,363
    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
    165,726
    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
    165,726
    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
    165,726
    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 7 136,363
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 30,389
    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$ 165,726
    a Applied to 2019, but not more than line 2a 30,389
    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..... 135,337
    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 ..........     		1,026
    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 e-mail address of the person to whom applications should be addressed:
    JAMES A MOLLECA JR
    1340 BROADCASTING RD SUITE 100
    WYOMISSING,PA19610
    (484) 881-4074
    bThe form in which applications should be submitted and information and materials they should include:
    PRE-PRINTED FORM FROM THE FOUNDATION
    cAny submission deadlines:
    APRIL 30, 2021
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    LIMITED TO ORGANIZATIONS PRIMARILY SERVING OR BENEFITTING THE CITIZENS OF THE CITY OF SUNBURY, NORTHUMBERLAND BOROUGH OR THE SHIKELLAMY SCHOOL DISTRICT
    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
    NORTHUMBERLAND COUNTY AREA AGENCY
    ON AGING
    RD 1 BOX 943
    SHAMOKIN,PA17872     		NONE PC GENERAL OPERATING 2,000
    ST MATTHEW'S EPISCOPAL
    CHURCH FOOD BANK
    203 BECK ROAD
    SUNBURY,PA17801     		NONE PC GENERAL OPERATING 4,500
    UNITED SERVICE ORGANIZATIONS INC
    2111 WILSON BLVD STE 1200
    ARLINGTON,VA22201     		NONE PC GENERAL OPERATING 126
    UNITED CEREBRAL PALSY
    55 UTLEY DRIVE
    CAMP HILL,PA17011     		NONE PC GENERAL OPERATING 653
    ZION LUTHERAN CHURCH
    15 SOUTH 5TH STREET
    SUNBURY,PA17801     		NONE PC GENERAL OPERATING 1,500
    SALVATION ARMY
    ATTN RICHARD D ALLEN
    440 W NYACK RD
    WEST NYACK,NY10994     		NONE PC GENERAL OPERATING 5,787
    HEMLOCK GIRL SCOUT COUNCIL
    ATTN DIRECTOR OF FINANCE
    350 HALE AVE
    HARRISBURG,PA17104     		NONE PC GENERAL OPERATING 2,793
    THE ARC
    BRANCH BANKING AND TRUST CO
    PO BOX 892
    SUNBURY,PA17801     		NONE PC GENERAL OPERATING 1,422
    GREATER SUSQ VALLEY UNITED WAY
    335 MARKET ST STE 2A
    SUNBURY,PA17801     		NONE PC GENERAL OPERATING 39,850
    CONCERNED CITIZENS FOR CHILD CARE I
    ATTN APRIL CROWLEY
    PO BOX 613
    SUNBURY,PA17801     		NONE PC GENERAL OPERATING 2,150
    SUSQ VALLEY WOMEN IN TRANSITION
    ATTN DIANN BAXLEY CEO
    PO BOX 170
    LEWISBURG,PA17837     		NONE PC GENERAL OPERATING 1,296
    SUNBURY FIRE DEPARTMENT
    ATTN TREASURER
    PO BOX 212
    SUNBURY,PA17801     		NONE PC GENERAL OPERATING 4,183
    BIRTHRIGHT OF SUNBURY
    ATTN DOLORES ROMINE DIRECTOR
    264 MARKET STREET
    SUNBURY,PA178012861     		NONE PC GENERAL OPERATING 4,000
    HAVEN MINISTRY INC
    1043 S FRONT ST
    SUNBURY,PA17801     		NONE PC GENERAL OPERATING 865
    SUNBURY CITY BAND
    ATTN KENNETH TROMETTER
    134 RIDGWAY
    SUNBURY,PA17801     		NONE PC GENERAL OPERATING 693
    SETEBAID SERVICES INC
    ATTN MARK MOYER
    PO BOX 196
    WINFIELD,PA178890196     		NONE PC GENERAL OPERATING 1,882
    CITY OF SUNBURY - PARKS &
    RECREATION BLUEBIRD
    225 MARKET STREET
    SUNBURY,PA17801     		NONE PC GENERAL OPERATING 3,571
    SUSQUEHANNA COUNCIL INC
    BOY SCOUTS OF AMERICA
    815 NORTHWAY ROAD
    Williamsport,PA17701     		NONE PC GENERAL OPERATING 13,000
    EVANGELICAL COMMUNITY HOSPITAL
    ATTN MICHAEL N O'KEEFE PRES/CEO
    ONE HOSPITAL DRIVE
    LEWISBURG,PA17837     		NONE PC GENERAL OPERATING 10,000
    GREATER SUSQUEHANNA VALLEY YMCA
    ATTN BONITA L WASSMER CEO
    PO BOX 390
    SUNBURY,PA17801     		NONE PC GENERAL OPERATING 15,500
    SUNBURY AREA HEALTH FOUNDATION
    C/O PAMELA S CHRISTINE
    725 W FRONT ST
    BERWICK,PA18603     		NONE PC GENERAL OPERATING 3,223
    DEGENSTEIN COMMUNITY LIBRARY
    ATTN GAIL E BROOME DIRECTOR
    40 SOUTH FIFTH STREET
    SUNBURY,PA17801     		NONE PC GENERAL OPERATING 15,000
    CENTRAL SUSQUEHANNA SIGHT SERVICES
    ATTN SHELLY STROBLE-EXEC DIRECTOR
    348 MARKET STREET
    SUNBURY,PA17801     		NONE PC GENERAL OPERATING 1,296
    THE PRIESTLEY-FORSYTH MEM LIBRARY
    ATTN JEFFREY JOHNSTONBAUGH
    100 KING ST
    NORTHUMBERLAND,PA17857     		NONE PC GENERAL OPERATING 1,640
    ELIJAH'S BOWL COMMUNITY SOUP
    KITCHEN FIRST PRESBYTERIAN CHUR
    238 MARKET STREET
    SUNBURY,PA17801     		NONE PC GENERAL OPERATING 1,500
    KEYSTONE HUMAN SERVICES
    4391 STURBRIDGE DRIVE
    HARRISBURG,PA17110     		NONE PC GENERAL OPERATING 3,000
    AMERICAN RED CROSS
    ATTN TOM SZULANCZYK EXEC DIR
    249 FARLEY CIRCLE DR
    LEWISBURG,PA17837     		NONE PC GENERAL OPERATING 8,560
    Total .................................bullet 3a 149,990
    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 46,300  
    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 ............     		    18 113,653  
    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)..   159,953  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    159,953
    (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
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

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

    37-6417011
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    SUNBURY NORTHUMBERLAND COMMTR
          		Employer identification number
    37-6417011
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    JOHN H NEIDIG ESTATE
    1070 MARKET ST
     
    SUNBURY, PA17801

    		$ 107,457


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

    		$  


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

    		$  


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

    		$  


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

    		$  


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

    		$  


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

    37-6417011
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    SUNBURY NORTHUMBERLAND COMMTR
          		Employer identification number

    37-6417011
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    SUNBURY NORTHUMBERLAND COMMTR
    EIN:
    37-6417011
    Name of Bond End of Year Book Value End of Year Fair Market Value
    256210105 DODGE & COX INCOME F 185,350 183,660
    258620103 DOUBLELINE TOTAL RET 110,998 112,397
    722005816 PIMCO INVESTMENT GRA 186,180 188,508
    957663677 WESTERN ASSET CORE B 266,069 263,801

    TY 2020 InvestmentsOtherSchedule2
    Name:
    SUNBURY NORTHUMBERLAND COMMTR
    EIN:
    37-6417011
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    277902235 EATON VANCE -ATLANTA AT COST 228,743 236,879
    416645828 HARTFORD DIVIDEND AN AT COST 112,052 127,042
    543487110 NATIXIS LOOMIS SAY G AT COST 211,987 306,740
    61760X786 MORGAN STANLEY GLOBA AT COST 61,214 120,066
    87283A102 T ROWE PRICE QM US S AT COST 22,111 23,477
    921075438 VAN ECK EMERGING MAR AT COST 98,121 108,854
    922908710 VANGUARD 500 INDEX F AT COST 339,668 459,339
    92828N668 VIRTUS KAR SMALL CAP AT COST 81,426 109,747
    00143W859 INVESCO OPPENHEIMER AT COST 83,980 109,092
    00770G847 JOHCM INTERNATIONAL AT COST 110,490 119,474
    38147N293 GOLDMAN SACHS GQG PA AT COST 112,369 116,166
    412295107 HARDING LOEVNER INTE AT COST 88,906 118,458
    46137V357 INVESCO S&P 500 EQUA AT COST 115,543 116,061
    464287507 ISHARES S&P MIDCAP 4 AT COST 101,082 117,443
    464288273 ISHARES MSCI EAFE SM AT COST 56,767 68,623
    921908844 VANGUARD DIVIDEND AP AT COST 111,572 127,335

    TY 2020 LegalFeesSchedule
    Name:
    SUNBURY NORTHUMBERLAND COMMTR
    EIN:
    37-6417011
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES - PRINCIPAL (ALLOCA 718     718


    TY 2020 OtherDecreasesSchedule
    Name:
    SUNBURY NORTHUMBERLAND COMMTR
    EIN:
    37-6417011
    Description Amount
    ROC ADJUSTMENTS 39
    2020 TRANSACTIONS POSTED IN 2021 1,365


    TY 2020 OtherIncreasesSchedule
    Name:
    SUNBURY NORTHUMBERLAND COMMTR
    EIN:
    37-6417011
    Description Amount
    COST BASIS ADJUSTMENT 95
    2019 TRANSACTIONS POSTED IN 2020 67


    TY 2020 TaxesSchedule
    Name:
    SUNBURY NORTHUMBERLAND COMMTR
    EIN:
    37-6417011
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL ESTIMATES - PRINCIPAL 237 0   0
    FOREIGN TAXES ON QUALIFIED FOR 543 543   0
    FOREIGN TAXES ON NONQUALIFIED 24 24   0