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
CHARLES F PETERS FOUNDATION
 
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

25-6070765
B Telephone number (see instructions)

(412) 807-3309
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$4,073,199J 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... 79,320 77,958  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 139,670
b Gross sales price for all assets on line 6a 1,029,950
7 Capital gain net income (from Part IV, line 2)... 139,670
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 2,994 285  
12 Total. Add lines 1 through 11........ 221,984 217,913  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 40,959 20,480   20,480
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 1,792 905   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 63 39   24
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 42,814 21,424 0 20,504
25 Contributions, gifts, grants paid....... 154,500 154,500
26 Total expenses and disbursements. Add lines 24 and 25 197,314 21,424 0 175,004
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 24,670
b Net investment income (if negative, enter -0-) 196,489
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......... 36,456 102,730 102,730
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)   Click to see attachment794 793
b Investments—corporate stock (attach schedule)....... 1,387,109 Click to see attachment1,348,122 2,166,260
c Investments—corporate bonds (attach schedule)....... 0    
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,570,945 Click to see attachment1,567,004 1,802,639
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)   Click to see attachment100 Click to see attachment777
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,994,510 3,018,750 4,073,199
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........ 2,994,510 3,018,750
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)..... 2,994,510 3,018,750
30 Total liabilities and net assets/fund balances (see instructions). 2,994,510 3,018,750
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
2,994,510
2
Enter amount from Part I, line 27a .....................
2
24,670
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
3,019,180
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
430
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,018,750
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 1678.25 GOVERNMENT NATL MTG ASSN POOL 660569   2006-11-09 2020-01-31
b 1. ALLERGAN INC XXX-XX-XXXX   2001-01-01 2020-02-20
c 1520.13 GOVERNMENT NATL MTG ASSN POOL 660569   2006-11-09 2020-02-29
d .129 INGERSOLL RAND INC   2019-07-17 2020-03-11
e 31. AMERICAN WATER WORKS CO INC   2016-02-26 2020-03-12
44. AMGEN INC   2014-03-12 2020-03-12
5043.296 BLACKROCK STRATEGIC INCOME OPPORTUNITIES PORTFOLIO   2011-06-24 2020-03-12
145. CHEVRON CORPORATION   2018-09-19 2020-03-12
174. DANAHER CORP   2018-09-19 2020-03-12
302. DISCOVER FINANCIAL W/I   2019-09-11 2020-03-12
224. INGERSOLL RAND INC   2019-07-17 2020-03-12
500. ISHARES TR RUSSELL MIDCAP VALUE INDEX FD   2013-09-11 2020-03-12
1600. ISHARES TR RUSSELL MIDCAP INDEX FD   2010-03-29 2020-03-12
200. ISHARES TR RUSSELL 2000   2008-04-09 2020-03-12
47. LAUDER ESTEE COS INC CL A   2019-04-11 2020-03-12
4219.409 METROPOLITAN WEST UNCONSTRAINED BOND FUND CLASS I   2015-07-31 2020-03-12
175. PHILLIPS 66   2019-12-09 2020-03-12
61. PROCTER & GAMBLE CO   2019-04-11 2020-03-12
342. PROGRESSIVE CORP OHIO   2019-04-11 2020-03-12
546.218 ROWE T PRICE MID-CAP GROWTH FD INC   2010-03-29 2020-03-12
271. T-MOBILE US INC   2017-06-14 2020-03-12
36. UNITEDHEALTH GROUP INC COM   2016-12-07 2020-03-12
254. TRANE TECHNOLOGIES PLC SEDOL BK9ZQ96   2019-07-17 2020-03-12
155.72 GOVERNMENT NATL MTG ASSN POOL 660569   2006-11-09 2020-03-31
157.09 GOVERNMENT NATL MTG ASSN POOL 660569   2006-11-09 2020-04-30
157.94 GOVERNMENT NATL MTG ASSN POOL 660569   2006-11-09 2020-05-31
16. AUTOZONE INC   2018-12-12 2020-06-16
339. CBRE GROUP INC   2018-03-14 2020-06-16
27. CINTAS CORP   2019-07-17 2020-06-16
330. CITIGROUP INC   2020-03-12 2020-06-16
351. COMCAST CORPORATION CL A   2012-03-14 2020-06-16
143. DARDEN RESTAURANTS INC W I   2019-07-17 2020-06-16
552.334 DODGE & COX INTERNATIONAL STOCK FUND   2012-09-26 2020-06-16
48. DOLLAR GENERAL CORP   2018-12-12 2020-06-16
95. LAUDER ESTEE COS INC CL A   2019-04-11 2020-06-16
224. OMNICOM GROUP INC   2019-09-11 2020-06-16
179. QUEST DIAGNOSTICS INC   2019-09-11 2020-06-16
5208.333 T ROWE PRICE SHORTTERM BD FD INC   2011-06-24 2020-06-16
48. S&P GLOBAL INC   2016-06-08 2020-06-16
130. SEMPRA   2019-09-11 2020-06-16
143. TEXAS INSTRS INC COM   2019-12-09 2020-06-16
201. WASTE MANAGEMENT INC   2018-03-14 2020-06-16
180. JAZZ PHARMACEUTICALS PLC SEDOL B4Q5ZN4   2020-03-12 2020-06-16
158.79 GOVERNMENT NATL MTG ASSN POOL 660569   2006-11-09 2020-06-30
159.65 GOVERNMENT NATL MTG ASSN POOL 660569   2006-11-09 2020-07-31
160.52 GOVERNMENT NATL MTG ASSN POOL 660569   2006-11-09 2020-08-31
113. AUTOMATIC DATA PROCESSING INC   2018-06-13 2020-09-11
251. BAXTER INTERNATIONAL INC   2018-03-14 2020-09-11
111. BOOZ ALLEN HAMILTON HOLDING   2019-04-11 2020-09-11
97. BURLINGTON STORES INC   2016-09-14 2020-09-11
127. CIGNA CORP   2020-06-16 2020-09-11
657. CITIZENS FINANCIAL GROUP   2016-12-07 2020-09-11
170. EVERSOURCE ENERGY   2020-06-16 2020-09-11
93. MCDONALDS CORP COM   2017-09-13 2020-09-11
36. ACCENTURE PLC CLASS A SEDOL B4BNMY3   2019-07-17 2020-09-11
161.39 GOVERNMENT NATL MTG ASSN POOL 660569   2006-11-09 2020-09-30
162.26 GOVERNMENT NATL MTG ASSN POOL 660569   2006-11-09 2020-10-31
163.14 GOVERNMENT NATL MTG ASSN POOL 660569   2006-11-09 2020-11-30
17. ABBVIE INC   2020-06-16 2020-12-10
13. ACTIVISION BLIZZARD INC   2020-06-16 2020-12-10
5. AIR PRODUCTS & CHEMICALS INC   2019-09-11 2020-12-10
2. ALPHABET INC/CA-CL A   2015-12-09 2020-12-10
2. AMAZON.COM INC   2018-06-13 2020-12-10
51. AMERICAN WATER WORKS CO INC   2016-02-26 2020-12-10
14. AMERISOURCEBERGEN CORP   2020-06-16 2020-12-10
7. AMGEN INC   2014-03-12 2020-12-10
1. AUTOZONE INC   2018-12-12 2020-12-10
73. BANK OF AMERICA CORP   2018-09-19 2020-12-10
2. BLACKROCK INC   2020-09-11 2020-12-10
14. BOOZ ALLEN HAMILTON HOLDING   2019-04-11 2020-12-10
25. BRISTOL MYERS SQUIBB CO   2018-09-19 2020-12-10
5. BROADCOM INC   2019-04-11 2020-12-10
13. CDW CORP/DE   2019-12-09 2020-12-10
295. CVS CAREMARK CORP   2019-12-09 2020-12-10
3. CHARTER COMMUNICATIONS INC-A   2020-03-12 2020-12-10
14. CHURCH & DWIGHT INC   2019-04-11 2020-12-10
4. CINTAS CORP   2019-07-17 2020-12-10
5. CLOROX CO   2020-06-16 2020-12-10
29. COMCAST CORPORATION CL A   2012-03-14 2020-12-10
309. CONOCOPHILLIPS   2017-12-06 2020-12-10
5. COSTCO WHSL CORP NEW COM   2019-12-09 2020-12-10
7. CROWN CASTLE INTL CORP   2019-09-11 2020-12-10
5. DOLLAR GENERAL CORP   2018-12-12 2020-12-10
14. EDWARDS LIFESCIENCES CORP   2019-09-11 2020-12-10
12. FMC CORPORATION NEW   2019-12-09 2020-12-10
9. FACEBOOK INC   2016-03-09 2020-12-10
7. HOME DEPOT INC COM   2012-03-14 2020-12-10
29. J P MORGAN CHASE & CO COM   2003-07-09 2020-12-10
8. KANSAS CITY SOUTHERN   2020-03-12 2020-12-10
6. L3 HARRIS TECHNOLOGIES INC   2019-09-11 2020-12-10
6. LAM RESEARCH CORP   2020-03-12 2020-12-10
11. LILLY ELI & CO   2018-09-19 2020-12-10
3. LOCKHEED MARTIN CORP   2019-09-11 2020-12-10
38. MICROSOFT CORP   2018-09-19 2020-12-10
21. MONDELEZ INTERNATIONAL   2020-03-12 2020-12-10
29. MORGAN STANLEY   2020-03-12 2020-12-10
9. MOTOROLA SOLUTIONS INC   2019-12-09 2020-12-10
3. NETFLIX.COM INC   2020-06-16 2020-12-10
4. NORTHROP GRUMMAN CORPORATION   2015-03-11 2020-12-10
6. PAYPAL HOLDINGS INC-W/I   2020-06-16 2020-12-10
22. PROCTER & GAMBLE CO   2019-04-11 2020-12-10
17. QUANTA SVCS INC   2020-09-11 2020-12-10
7. S&P GLOBAL INC   2016-06-08 2020-12-10
9. TARGET CORP   2019-09-11 2020-12-10
3. THERMO ELECTRON CORP COM   2020-09-11 2020-12-10
14. TRANSUNION   2019-12-09 2020-12-10
31. TRUIST FINANCIAL CORP   2016-09-14 2020-12-10
5. UNITEDHEALTH GROUP INC COM   2016-12-07 2020-12-10
63. VISA INC CLASS A SHARES   2013-09-11 2020-12-10
11. WEC ENERGY GROUP INC   2010-09-22 2020-12-10
6. ACCENTURE PLC CLASS A SEDOL B4BNMY3   2019-07-17 2020-12-10
164.02 GOVERNMENT NATL MTG ASSN POOL 660569   2006-11-09 2020-12-31
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(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,678   1,696 -18
b 241   25 216
c 1,520   1,535 -15
d 3   4 -1
e 3,717   2,006 1,711
8,115   5,521 2,594
48,970   50,538 -1,568
10,845   17,342 -6,497
22,679   18,670 4,009
13,945   25,249 -11,304
4,871   7,197 -2,326
33,119   30,293 2,826
70,015   35,880 34,135
22,552   13,978 8,574
7,482   7,898 -416
49,198   50,000 -802
7,906   19,798 -11,892
6,294   6,379 -85
23,649   24,556 -907
39,328   29,005 10,323
21,478   17,158 4,320
9,291   5,665 3,626
25,258   24,645 613
156   157 -1
157   158 -1
158   159 -1
18,504   14,180 4,324
16,451   16,089 362
7,454   6,971 483
18,035   14,598 3,437
14,012   9,402 4,610
11,171   17,439 -6,268
20,000   17,990 2,010
9,124   5,059 4,065
18,706   15,963 2,743
12,718   18,453 -5,735
20,484   18,459 2,025
25,000   25,365 -365
15,690   5,281 10,409
16,402   18,513 -2,111
18,134   17,481 653
21,414   16,918 4,496
20,119   19,134 985
159   160 -1
160   161 -1
161   162 -1
14,901   15,771 -870
20,755   17,106 3,649
9,254   6,437 2,817
19,434   7,950 11,484
21,376   24,836 -3,460
17,601   22,581 -4,980
13,945   14,512 -567
20,173   14,652 5,521
8,431   7,017 1,414
161   162 -1
162   163 -1
163   164 -1
1,827   1,625 202
1,078   957 121
1,346   1,063 283
3,534   1,541 1,993
6,225   3,413 2,812
7,548   3,300 4,248
1,391   1,392 -1
1,599   878 721
1,136   886 250
2,116   2,260 -144
1,396   1,080 316
1,226   812 414
1,506   1,534 -28
2,055   1,536 519
1,711   1,765 -54
21,334   22,254 -920
1,976   1,288 688
1,195   1,029 166
1,393   1,033 360
1,003   1,046 -43
1,463   433 1,030
13,528   15,710 -2,182
1,865   1,478 387
1,098   964 134
1,031   527 504
1,215   1,011 204
1,407   1,191 216
2,498   955 1,543
1,859   347 1,512
3,486   1,255 2,231
1,556   948 608
1,123   1,244 -121
2,953   1,498 1,455
1,771   1,173 598
1,066   1,152 -86
8,029   4,934 3,095
1,201   1,001 200
1,866   950 916
1,549   1,449 100
1,504   1,308 196
1,192   637 555
1,295   972 323
2,988   2,301 687
1,238   879 359
2,275   770 1,505
1,552   979 573
1,408   1,290 118
1,322   1,197 125
1,484   1,052 432
1,698   787 911
13,102   2,901 10,201
1,012   320 692
1,479   1,169 310
164   165 -1
      20,199
      20,199
      20,199
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      20,199
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      20,199
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      20,199
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      20,199
      20,199
      20,199
      20,199
      20,199
      20,199
      20,199
      20,199
      20,199
      20,199
      20,199
      20,199
      20,199
      20,199
      20,199
      20,199
      20,199
      20,199
      20,199
      20,199
      20,199
      20,199
      20,199
      20,199
      20,199
      20,199
      20,199
      20,199
      20,199
      20,199
      20,199
      20,199
      20,199
      20,199
      20,199
      20,199
      20,199
      20,199
      20,199
      20,199
      20,199
      20,199
      20,199
      20,199
      20,199
      20,199
      20,199
      20,199
      20,199
      20,199
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       -18
b       216
c       -15
d       -1
e       1,711
      2,594
      -1,568
      -6,497
      4,009
      -11,304
      -2,326
      2,826
      34,135
      8,574
      -416
      -802
      -11,892
      -85
      -907
      10,323
      4,320
      3,626
      613
      -1
      -1
      -1
      4,324
      362
      483
      3,437
      4,610
      -6,268
      2,010
      4,065
      2,743
      -5,735
      2,025
      -365
      10,409
      -2,111
      653
      4,496
      985
      -1
      -1
      -1
      -870
      3,649
      2,817
      11,484
      -3,460
      -4,980
      -567
      5,521
      1,414
      -1
      -1
      -1
      202
      121
      283
      1,993
      2,812
      4,248
      -1
      721
      250
      -144
      316
      414
      -28
      519
      -54
      -920
      688
      166
      360
      -43
      1,030
      -2,182
      387
      134
      504
      204
      216
      1,543
      1,512
      2,231
      608
      -121
      1,455
      598
      -86
      3,095
      200
      916
      100
      196
      555
      323
      687
      359
      1,505
      573
      118
      125
      432
      911
      10,201
      692
      310
      -1
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 139,670
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 2,731
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 2,731
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 2,731
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 1,777
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 954
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,731
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  
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)
    bulletPA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletPNC BANK NA Telephone no.bullet (412) 807-3309

    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
    GLADYS HUNT-MASON ADMIN
    1     		600    
    1914 CALIFORNIA AVE
    WHITE OAK,PA15131
    NANCY J TACSIK ADMIN
    1     		600    
    200 OHIO AVENUE
    GLASSPORT,PA15045
    VINCENT KEMPER ADMIN
    1     		600    
    1044 AMHERST ST
    WHITE OAK,PA15135
    PNC BANK NA TRUSTEE
    7     		39,159    
    117 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
    3,712,437
    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
    3,712,437
    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
    3,712,437
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    55,687
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    3,656,750
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    182,838
    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
    182,838
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    2,731
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,731
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    180,107
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    180,107
    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
    180,107
    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
    175,004
    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
    175,004
    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
    175,004
    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 7 180,107
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 154,440
    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$ 175,004
    a Applied to 2019, but not more than line 2a 154,440
    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..... 20,564
    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 ..........     		159,543
    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:
    JOAN MASTREAN PNC BANK NA
    116 ALLEGHENY CENTER MALL
    PITTSBURGH,PA15212
    (412) 762-2175
    bThe form in which applications should be submitted and information and materials they should include:
    WRITTEN REQUEST SHOULD INCLUDE THE PURPOSE FOR WHICH THE GRANT WILL BE USED
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    PREFERENCE IS GIVEN TO CHURCHES, PUBLIC CIVIC CAUSES, AND OTHER CHARITABLE ORGANIZATIONS IN AND NEAR MCKEESPORT, PA
    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
    JUNIOR ACHIEVEMENT OF WESTERN PA
    ONE ALLEGHENY CENTER STE 430
    PITTSBURGH,PA15212     		NONE PC GENERAL SUPPORT 5,000
    SAMPSON'S MILLS PRESBYTERIAN CHURCH
    1665 LINCOLN WAY
    WHITE OAK,PA15131     		NONE PC GENERAL SUPPORT 1,500
    PRAISE CHRISTIAN ACADEMY
    245 FOSTER ROAD
    NORTH VERSAILLES,PA15137     		NONE PC GENERAL SUPPORT 2,500
    FIRST UNITED METHODIST CHURCH
    CORNELL VERSAILLES
    MCKEESPORT,PA15132     		NONE PC GENERAL SUPPORT 5,000
    CHRIST UNITED METHODIST CHURCH
    2800 COULTERVILLE RD
    MCKEESPORT,PA15131     		NONE PC GENERAL SUPPORT 2,500
    HUNGARIAN REFORMED CHURCH
    1411 KENNEDY AVE
    DUQUESNE,PA15110     		NONE PC GENERAL SUPPORT 2,000
    PORT VUE UNITED
    1565 WASHINGTON BLVD
    MCKEESPORT,PA15133     		NONE PC GENERAL SUPPORT 2,000
    MCKEESPORT PRESBYTERIAN
    1510 VERSAILLES AVE
    MCKEESPORT,PA15132     		NONE PC GENERAL SUPPORT 1,000
    LIBERTY PRESBYTERIAN CHURCH
    900 ELIZABETH ST
    MCKEESPORT,PA15133     		NONE PC GENERAL SUPPORT 1,000
    CARNEGIE FREE LIBRARY
    1507 LIBERTY AVE
    MCKEESPORT,PA15132     		NONE PC GENERAL SUPPORT 5,000
    KEPHART UNITED METHODIST CHURCH
    906 FAWCETT AVE
    MCKEESPORT,PA15132     		NONE PC GENERAL SUPPORT 1,500
    GREATER PITTSBURGH COMMUNITY FOOD BANK
    1 NORTH LINDA ST
    DUQUESNE,PA15110     		NONE PC GENERAL SUPPORT 5,000
    HIGHLAND GROVE UNITED METHODIST
    2909 HIGHLAND AVE
    MCKEESPORT,PA15132     		NONE PC GENERAL SUPPORT 2,500
    MCKEESPORT MUSIC CLUB
    1107 EVANS AVE
    MCKEEPORT,PA15132     		NONE PC GENERAL SUPPORT 1,000
    FIRST CHURCH OF THE OPEN BIBLE
    719 UNION AVE
    MCKEESPORT,PA15132     		NONE PC GENERAL SUPPORT 1,500
    CENTER FOR VICTIMS
    5916 PENN AVE
    PITTSBURGH,PA15206     		NONE PC GENERAL SUPPORT 5,000
    CHRIST TEMPLE AME CHURCH
    937 ROSE ST
    MCKEESPORT,PA15132     		NONE PC GENERAL OPERATING 5,000
    WORD MISSIONARY BAPTIST CHURCH
    134 8TH ST
    MCKEESPORT,PA15132     		NONE PC GENERAL OPERATING 5,000
    PITTSBURGH TIGERS GIRLS SOFTBALL
    116 ALLEGHENY CENTER MALL
    PITTSBURGH,PA15212     		NONE PC GENERAL SUPPORT 3,000
    ALLEGHENY CLEANWAYS
    2801 N CHARLES ST
    PITTSBURGH,PA15214     		NONE PC GENERAL OPERATING 2,500
    ST SAVA SERBIAN ORTHODOX CHURCH
    901 HARTMAN ST
    MCKEESPORT,PA15132     		NONE PC GENERAL OPERATING 5,000
    PINE VALLEY CAMP
    504 CHAPEL DR
    ELLWOOD CITY,PA16117     		NONE PC GENERAL OPERATING 3,500
    HEUER HOUSE
    514 MONONGAHELA AVE N
    GLASSPORT,PA15045     		NONE PC GENERAL OPERATING 1,000
    EAST SUBURBAN SEVENTH-DAY
    1209 LUEHM AVENUE
    NORTH VERSAILLES,PA15137     		NONE PC GENERAL SUPPORT 3,000
    MOUNT CARMEL BAPTIST CHURCH
    90 PORT PERRY RD
    N VERSAILLES,PA15137     		NONE PC GENERAL SUPPORT 5,000
    MCKEESPORT AREA MEALS ON WHEELS
    1406 CORNELL AVE
    MCKEESPORT,PA15132     		NONE PC GENERAL SUPPORT 3,000
    HILL TASK FORCE UPPER SEVENTH
    PO BOX
    PITTSBURGH,PA15222     		NONE PC GENERAL 1,500
    NOAHS ARK COMMUNITY CENTER
    C/O BETHLEHEM BAPTIST CHURCH
    MCKEESPORT,PA15132     		NONE PC GENERAL 2,000
    MY ARC
    PO BOX 56
    BOSTON,MA15135     		NONE PC GENERAL SUPPORT 1,500
    ST MARK PARISH
    1125 ROMINE ST
    MCKEESPORT,PA15133     		NONE PC GENERAL SUPPORT 5,000
    DRAVOSBURG COMMUNITY ARCHIVES
    400 EUCLID AVE
    DRAVOSBURG,PA15034     		NONE PC GENERAL SUPPORT 1,000
    THE GARDEN CLUB OF MCKEESPORT
    1400 PIN OAK DR
    MCKEESPORT,PA15132     		NONE PC GENERAL SUPPORT 3,000
    RENZIE SENIOR CENTER
    ONE ABORETUM DR
    MCKEESPORT,PA15132     		NONE PC GENERAL SUPPORT 2,000
    THE SALVATION ARMY
    OF MCKEESPORT
    821 WALNOT ST
    MCKEESPORT,PA15134     		NONE PC GENERAL SUPPORT 5,000
    NEW BEGINNINGS SERVICES
    1870-C DUQUESNE VILLAGE SHOPPING CT
    HOMEVILLE,PA15122     		NONE PC GENERAL SUPPORT 2,000
    SAVE SPORTS ARTS & VIDEO
    3213 ORCHARD ST
    MCKEESPORT,PA15132     		NONE PC GENERAL SUPPORT 5,000
    LINWAY UNITED PRESBYTERIAN
    600 LINCOLN HWY SOUTH
    VERSAILLES,PA15137     		NONE PC GENERAL SUPPORT 2,000
    WEST SIDE UNITED METHODIST
    305 ATLANTIC AVE
    MCKEESPORT,PA15132     		NONE PC GENERAL SUPPORT 3,500
    GRACE UNITED METHODIST CHURCH
    100 S 7TH ST
    DUQUESNE,PA15110     		NONE PC GENERAL SUPPORT 3,000
    DRAVOSBURG UNITED METHODIST
    109 MAPLE ST
    DRAVOSBURG,PA15034     		NONE PC GENERAL SUPPORT 3,000
    THE 9TH STREET CLINIC
    410 9TH ST
    MCKEESPORT,PA15132     		NONE PC GENERAL SUPPORT 2,500
    ST PAUL AFRICAN METHODIST
    330 W WAYNE AVE
    Wayne,PA19087     		NONE PC GENERAL 3,000
    ST STEPHEN'S EPISCOPAL CHURCH
    405 FREDERICK AVE
    Sewickley,PA15143     		NONE PC GENERAL 5,000
    INTERSECTION INC
    115 7TH ST
    MCKEESPORT,PA15132     		NONE PC GENERAL SUPPORT 5,000
    MCKEESPORT REGIONAL HISTORY
    AND HERITAGE CENTER
    1832 ABORETUM DR
    MCKEESPORT,PA15132     		NONE PC GENERAL SUPPORT 3,500
    ANNA MIDDLETON-WAITE
    1350 LOCUST ST
    MCKEESPORT,PA15132     		NONE GENERAL PC 5,000
    ELIZABETH BAPTIST CHURCH
    735 BUNOLA ROAD
    ELIZABETH,PA15037     		NONE PC GENERAL SUPPORT 3,000
    LAROSA BOYS AND GIRLS CLUB
    BOYS AND GIRLS CLUBS OF W PA
    901 RAVINE STREET
    MCKEESPORT,PA15132     		NONE PC GENERAL SUPPORT 5,000
    WILMERDING COMMUNITY CENTER INC
    1 MEMORIAL DR
    WILMERDING,PA15148     		NONE PC GENERAL SUPPORT 3,000
    Total .................................bullet 3a 154,500
    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 79,320  
    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 ............     		    18 139,670  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aFEDERAL TAX REFUND     		    14 2,709  
    bROYALTY INCOME     14 285  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   221,984  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    221,984
    (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:
    CHARLES F PETERS FOUNDATION
    EIN:
    25-6070765
    Name of Stock End of Year Book Value End of Year Fair Market Value
    9158106 AIR PRODUCTS & CHEMICA 15,731 20,218
    20002101 ALLSTATE CORP 18,769 18,578
    23135106 AMAZON COM INC 52,468 104,222
    30420103 AMERICAN WATER WORKS 6,859 16,268
    31162100 AMGEN INC 14,054 25,751
    37833100 APPLE INC 35,438 158,565
    53332102 AUTOZONE INC 12,408 16,596
    60505104 BANK OF AMERICA CORP 37,872 38,585
    99502106 BOOZ ALLEN HAMILTON H 17,919 26,939
    110122108 BRISTOL MYERS SQUIBB 26,639 27,541
    171340102 CHURCH & DWIGHT INC 18,000 21,371
    171779309 CIENA CORP 14,461 18,550
    172908105 CINTAS CORP 20,594 28,277
    189054109 CLOROX CO 19,870 19,182
    256677105 DOLLAR GENERAL CORP 10,013 19,979
    302491303 FMC CORPORATION NEW 23,918 27,698
    437076102 HOME DEPOT INC 6,104 32,671
    458140100 INTEL CORP 18,550 15,245
    460690100 INTERPUBLIC GROUP CO 22,878 22,697
    478160104 JOHNSON & JOHNSON 20,240 21,561
    485170302 KANSAS CITY SOUTHERN 15,168 26,129
    502431109 L3 HARRIS TECHNOLOGI 24,472 22,871
    512807108 LAM RESEARCH CORP 23,724 44,866
    532457108 LILLY ELI & CO 19,939 31,573
    539830109 LOCKHEED MARTIN CORP 18,043 16,684
    594918104 MICROSOFT CORP 56,215 168,817
    609207105 MONDELEZ INTERNATION 15,925 19,529
    617446448 MORGAN STANLEY 14,932 31,250
    620076307 MOTOROLA SOLUTIONS I 27,056 28,570
    666807102 NORTHROP GRUMMAN COR 10,771 20,721
    742718109 PROCTER & GAMBLE CO 33,271 47,308
    863667101 STRYKER CORP 17,842 20,338
    879360105 TELEDYNE TECHNOLOGIE 19,145 21,559
    883556102 THERMO FISHER SCIENT 35,259 38,194
    74762E102 QUANTA SVCS INC 20,382 28,376
    03073E105 AMERISOURCEBERGEN CO 25,149 24,733
    87612E106 TARGET CORP 18,171 29,481
    28176E108 EDWARDS LIFESCIENCES 16,966 21,439
    34959E109 FORTINET INC 17,813 19,309
    89151E109 TOTAL S E 32,555 31,768
    00287Y109 ABBVIE INC 24,997 32,252
    00507V109 ACTIVISION BLIZZARD 17,447 22,005
    00971T101 AKAMAI TECHNOLOGIES 19,811 19,633
    02079K305 ALPHABET INC/CA-CL A 20,838 78,869
    03027X100 AMERICAN TOWER CORP 19,422 16,386
    09247X101 BLACKROCK INC 17,281 23,089
    11135F101 BROADCOM INC 26,727 38,093
    12514G108 CDW CORP/DE 28,386 32,948
    16119P108 CHARTER COMMUNICATIO 22,327 34,401
    20030N101 COMCAST CORPORATION 7,786 27,300
    22160K105 COSTCO WHOLESALE COR 24,697 39,185
    22822V101 CROWN CASTLE INTL CO 16,259 18,625
    23331A109 D R HORTON INC 19,353 19,022
    30303M102 FACEBOOK INC 17,088 43,979
    46625H100 JPMORGAN CHASE & CO 18,224 66,203
    58933Y105 MERCK & CO INC 33,821 32,147
    64110L106 NETFLIX INC 18,743 23,251
    70450Y103 PAYPAL HOLDINGS INC- 18,624 26,933
    78409V104 S&P GLOBAL INC 13,093 39,119
    89400J107 TRANSUNION 22,144 25,698
    89832Q109 TRUIST FINANCIAL COR 18,690 26,409
    91324P102 UNITEDHEALTH GROUP I 11,644 25,950
    92826C839 VISA INC CLASS A SHA 6,262 29,747
    92939U106 WEC ENERGY GROUP INC 6,542 20,707
    G1151C101 ACCENTURE PLC CLASS 22,333 30,300

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    CHARLES F PETERS FOUNDATION
    EIN:
    25-6070765
    US Government Securities - End of Year Book Value:

    794
    US Government Securities - End of Year Fair Market Value:

    793
    State & Local Government Securities - End of Year Book Value:


     
    State & Local Government Securities - End of Year Fair Market Value:


     


    TY 2020 InvestmentsOtherSchedule2
    Name:
    CHARLES F PETERS FOUNDATION
    EIN:
    25-6070765
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MUTUAL FUNDS - FIXED INCOME      
    MUTUAL FUNDS - EQUITIES      
    OTHER - OIL WELL      
    AGENCY BONDS      
    57071813 BAIRD MIDCAP INST AT COST 40,000 58,112
    57071854 BAIRD AGGREGATE BOND AT COST 380,000 413,717
    256206103 DODGE & COX INTERNAT AT COST 21,608 28,992
    256210105 DODGE & COX INCOME F AT COST 381,221 405,186
    412295305 HARDING LOEVNER EMER AT COST 40,237 60,300
    464287630 ISHARES RUSSELL 2000 AT COST 20,343 21,739
    779562107 T ROWE PRICE NEW HOR AT COST 26,757 59,756
    921908877 VANGUARD REAL ESTATE AT COST 75,000 80,012
    921937603 VANGUARD TOTAL BD MK AT COST 169,536 181,858
    921939203 VANGUARD INTERNATION AT COST 35,000 40,112
    922031737 VANGUARD INFLATION P AT COST 50,902 53,637
    00170K869 AMG GW&K SC CORE-I AT COST 25,000 38,688
    04314H675 ARTISAN INTERNATIONA AT COST 36,507 53,424
    46432F842 ISHARES CORE MSCI EA AT COST 52,072 55,272
    52106N459 LAZARD GLOBAL LISTED AT COST 25,000 21,494
    56167N712 NUANCE MID CAP VALUE AT COST 40,000 51,097
    74256W584 PRINCIPAL MIDCAP FUN AT COST 75,000 105,029
    77957P105 T ROWE PRICE SHORT T AT COST 72,821 74,214

    TY 2020 OtherAssetsSchedule
    Name:
    CHARLES F PETERS FOUNDATION
    EIN:
    25-6070765
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    XXX-XX-XXXX .0004883 ROYALTY INT   100 777


    TY 2020 OtherDecreasesSchedule
    Name:
    CHARLES F PETERS FOUNDATION
    EIN:
    25-6070765
    Description Amount
    ROUNDING ADJ FOR SALES AND TRANSACTIONS 3
    RETURN OF CAPITAL ADJUSTMENT 25
    2020 TRANSACTIONS POSTED IN 2021 402


    TY 2020 OtherExpensesSchedule
    Name:
    CHARLES F PETERS FOUNDATION
    EIN:
    25-6070765
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADR FEES 24 0   24
    ROYALTY EXPENSES 39 39   0


    TY 2020 OtherIncomeSchedule2
    Name:
    CHARLES F PETERS FOUNDATION
    EIN:
    25-6070765
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    FEDERAL TAX REFUND 2,709 0  
    ROYALTY INCOME 285 285  


    TY 2020 TaxesSchedule
    Name:
    CHARLES F PETERS FOUNDATION
    EIN:
    25-6070765
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 626 626   0
    FEDERAL ESTIMATES - PRINCIPAL 887 0   0
    FOREIGN TAXES ON QUALIFIED FOR 228 228   0
    FOREIGN TAXES ON NONQUALIFIED 51 51   0