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
ROBERT & MARY WEISBROD 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

25-6105924
B Telephone number (see instructions)

(412) 762-7070
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$16,997,245J 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... 319,282 313,975  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 462,183
b Gross sales price for all assets on line 6a 5,367,611
7 Capital gain net income (from Part IV, line 2)... 462,183
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 2,862 310  
12 Total. Add lines 1 through 11........ 784,327 776,468  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 106,846 53,423   53,423
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 18,034 6,534   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 360 360    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 125,240 60,317 0 53,423
25 Contributions, gifts, grants paid....... 724,500 724,500
26 Total expenses and disbursements. Add lines 24 and 25 849,740 60,317 0 777,923
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -65,413
b Net investment income (if negative, enter -0-) 716,151
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......... 331,792 299,794 299,794
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)....... 3,545,730 Click to see attachment3,695,330 6,127,899
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 8,931,664 Click to see attachment8,765,984 10,569,552
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) 12,809,186 12,761,108 16,997,245
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........ 12,792,072 12,761,108
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 17,114  
29 Total net assets or fund balances (see instructions)..... 12,809,186 12,761,108
30 Total liabilities and net assets/fund balances (see instructions). 12,809,186 12,761,108
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
12,809,186
2
Enter amount from Part I, line 27a .....................
2
-65,413
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
25,000
4
Add lines 1, 2, and 3 ..........................
4
12,768,773
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
7,665
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
12,761,108
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 89. AMERICAN WATER WORKS CO INC   2016-02-18 2020-01-22
b 394. CHEVRON CORPORATION   2018-07-18 2020-01-22
c 930. PROGRESSIVE CORP OHIO   2019-02-12 2020-01-22
d 473. DANAHER CORP   2018-06-20 2020-01-29
e 826. DISCOVER FINANCIAL W/I   2019-07-31 2020-01-29
3600.762 ROWE T PRICE MID-CAP GROWTH FD INC   2009-08-06 2020-02-11
9816.587 ROWE T PRICE MID CAP VALUE F COM   2009-08-06 2020-02-11
124. AMGEN INC   2014-01-09 2020-02-19
131. LAUDER ESTEE COS INC CL A   2019-02-20 2020-02-19
176. PROCTER & GAMBLE CO   2018-12-19 2020-02-19
735. T-MOBILE US INC   2017-05-05 2020-02-19
101. UNITEDHEALTH GROUP INC COM   2016-10-28 2020-02-19
1. ALLERGAN INC XXX-XX-XXXX   2001-01-01 2020-02-20
.973 INGERSOLL RAND INC   2019-04-18 2020-03-11
3200. SCHWAB US REIT ETF   2018-10-25 2020-03-19
320. DARDEN RESTAURANTS INC W I   2019-05-30 2020-03-25
607. INGERSOLL RAND INC   2019-04-18 2020-03-25
476. PHILLIPS 66   2019-10-17 2020-03-25
345. SEMPRA ENERGY   2019-06-19 2020-03-25
689. TRANE TECHNOLOGIES PLC SEDOL BK9ZQ96   2019-04-18 2020-03-25
531. JAZZ PHARMACEUTICALS PLC SEDOL B4Q5ZN4   2020-01-29 2020-03-30
4291.845 BLACKROCK STRATEGIC INCOME OPPORTUNITIES PORTFOLIO   2014-07-18 2020-04-03
2000. ISHARES TRUST ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND   2013-01-11 2020-04-03
3869.969 MFS EMERGING MKTS DEBT FD-R6   2019-04-24 2020-04-03
3619.91 METROPOLITAN WEST UNCONSTRAINED BOND FUND CLASS I   2014-12-15 2020-04-03
255. LAUDER ESTEE COS INC CL A   2019-02-20 2020-04-08
74. CINTAS CORP   2019-10-10 2020-04-21
139. DOLLAR GENERAL CORP   2020-03-25 2020-04-21
133. DOLLAR GENERAL CORP   2018-11-20 2020-04-21
389. TEXAS INSTRS INC COM   2019-10-10 2020-04-21
462. QUEST DIAGNOSTICS INC   2019-06-19 2020-05-01
917. CBRE GROUP INC   2018-03-01 2020-05-04
963. COMCAST CORPORATION CL A   2011-10-19 2020-05-12
6836.649 HARDING LOEVNER EMERGING MARKETS PORTOFLIO FUND   2009-10-23 2020-05-12
648. OMNICOM GROUP INC   2019-06-19 2020-05-12
7302.824 AB CONCENTRATED GROWTH-ADV   2019-04-24 2020-05-21
43. AUTOZONE INC   2018-10-19 2020-05-21
886. CITIGROUP INC   2020-01-22 2020-05-21
135. S&P GLOBAL INC   2016-05-26 2020-05-21
10402.013 TRIBUTARY SMALL COMPANY FD INST PLUS FD 1705   2018-12-19 2020-05-21
544. WASTE MANAGEMENT INC   2019-10-10 2020-05-21
308. AUTOMATIC DATA PROCESSING INC   2018-06-05 2020-06-29
264. BURLINGTON STORES INC   2016-09-02 2020-06-29
304. BOOZ ALLEN HAMILTON HOLDING   2019-01-10 2020-07-15
101. ACCENTURE PLC CLASS A SEDOL B4BNMY3   2019-07-19 2020-07-15
683. BAXTER INTERNATIONAL INC   2018-01-10 2020-08-12
1786. CITIZENS FINANCIAL GROUP   2016-11-21 2020-08-12
254. MCDONALDS CORP COM   2017-06-21 2020-08-21
7856.347 AB CONCENTRATED GROWTH-ADV   2019-04-24 2020-09-01
27598.896 DELAWARE VALUE FUND-R6   2019-04-24 2020-09-01
27419.355 MADISON MID CAP FUND-R6   2020-02-11 2020-09-01
343. CIGNA CORP   2020-03-30 2020-09-16
459. EVERSOURCE ENERGY   2020-03-25 2020-09-16
804. CVS CAREMARK CORP   2019-10-17 2020-09-29
120. AMERICAN WATER WORKS CO INC   2016-02-18 2020-12-03
841. CONOCOPHILLIPS   2017-11-06 2020-12-03
156. VISA INC CLASS A SHARES   2013-02-11 2020-12-03
2000. ISHARES TR RUSSELL MIDCAP VALUE INDEX FD   2014-10-08 2020-12-07
40523.891 T ROWE PRICE SHORTTERM BD FD INC   2010-11-22 2020-12-07
705. CHURCH & DWIGHT INC   2019-02-06 2020-12-14
953. CIENA CORP   2020-07-15 2020-12-14
824. INTEL CORP   2020-04-21 2020-12-14
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 11,952   5,886 6,066
b 44,442   47,780 -3,338
c 71,193   64,608 6,585
d 77,725   46,991 30,734
e 62,624   74,643 -12,019
353,019   164,110 188,909
273,392   194,396 78,996
27,594   14,547 13,047
27,584   20,471 7,113
22,195   16,829 5,366
73,958   48,480 25,478
30,803   14,163 16,640
178   25 153
23   28 -5
95,106   129,364 -34,258
19,270   37,260 -17,990
14,509   17,591 -3,082
24,460   50,919 -26,459
39,940   47,681 -7,741
59,461   60,303 -842
53,130   78,329 -25,199
40,000   44,036 -4,036
108,993   111,150 -2,157
50,000   55,302 -5,302
40,000   43,149 -3,149
42,088   39,848 2,240
14,076   19,697 -5,621
24,926   19,374 5,552
23,850   14,176 9,674
42,106   49,703 -7,597
48,728   47,065 1,663
35,978   42,852 -6,874
34,609   11,286 23,323
310,315   325,431 -15,116
34,626   52,329 -17,703
300,000   289,046 10,954
47,203   31,436 15,767
39,778   71,128 -31,350
41,850   14,926 26,924
222,707   250,000 -27,293
54,105   63,833 -9,728
44,995   41,441 3,554
52,652   22,357 30,295
22,030   13,793 8,237
22,120   19,765 2,355
56,968   46,786 10,182
46,737   57,205 -10,468
53,503   39,157 14,346
375,062   310,954 64,108
542,318   600,000 -57,682
316,968   340,000 -23,032
58,369   60,755 -2,386
38,702   33,997 4,705
46,311   53,225 -6,914
18,477   7,937 10,540
35,026   45,216 -10,190
32,624   6,133 26,491
191,260   137,578 53,682
196,136   196,829 -693
60,564   44,194 16,370
45,651   50,671 -5,020
41,751   47,264 -5,513
      130,891
      130,891
      130,891
      130,891
      130,891
      130,891
      130,891
      130,891
      130,891
      130,891
      130,891
      130,891
      130,891
      130,891
      130,891
      130,891
      130,891
      130,891
      130,891
      130,891
      130,891
      130,891
      130,891
      130,891
      130,891
      130,891
      130,891
      130,891
      130,891
      130,891
      130,891
      130,891
      130,891
      130,891
      130,891
      130,891
      130,891
      130,891
      130,891
      130,891
      130,891
      130,891
      130,891
      130,891
      130,891
      130,891
      130,891
      130,891
      130,891
      130,891
      130,891
      130,891
      130,891
      130,891
      130,891
      130,891
      130,891
      130,891
      130,891
      130,891
      130,891
      130,891
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       6,066
b       -3,338
c       6,585
d       30,734
e       -12,019
      188,909
      78,996
      13,047
      7,113
      5,366
      25,478
      16,640
      153
      -5
      -34,258
      -17,990
      -3,082
      -26,459
      -7,741
      -842
      -25,199
      -4,036
      -2,157
      -5,302
      -3,149
      2,240
      -5,621
      5,552
      9,674
      -7,597
      1,663
      -6,874
      23,323
      -15,116
      -17,703
      10,954
      15,767
      -31,350
      26,924
      -27,293
      -9,728
      3,554
      30,295
      8,237
      2,355
      10,182
      -10,468
      14,346
      64,108
      -57,682
      -23,032
      -2,386
      4,705
      -6,914
      10,540
      -10,190
      26,491
      53,682
      -693
      16,370
      -5,020
      -5,513
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 462,183
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 9,954
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 9,954
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 9,954
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 16,564
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 16,564
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 6,610
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet4,978 RefundedBullet 11 1,632
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) 762-7070

    Located atbullet116 ALLEGHENY CENTER MALLPITTSBURGHPA ZIP+4bullet152129938
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    PNC BANK NA TRUSTEE
    21     		106,846    
    116 Allegheny Center Mall
    PITTSBURGH,PA152129938
    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
    15,409,474
    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
    15,409,474
    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
    15,409,474
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    231,142
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    15,178,332
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    758,917
    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
    758,917
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    9,954
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    9,954
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    748,963
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    25,000
    5
    Add lines 3 and 4............................
    5
    773,963
    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
    773,963
    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
    777,923
    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
    777,923
    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
    777,923
    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 7 773,963
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 684,132
    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$ 777,923
    a Applied to 2019, but not more than line 2a 684,132
    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..... 93,791
    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 ..........     		680,172
    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:
    R M WEISBROD DISTRIBUTION COMMITT
    PO BOX 837
    PITTSBURGH,PA15230
    (412) 644-8114
    bThe form in which applications should be submitted and information and materials they should include:
    LETTER STATING PURPOSE FOR WHICH FUNDS WILL BE USED AND ENCLOSE A COPY OF THE IRS DETERMINATION LETTER INDICATING EXEMPT STATU
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    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
    EAST END COOPERATIVE MINISTRY
    6140 PENN CIRCLE NORTH
    PITTSBURGH,PA15206     		NONE PC PROGRAM SUPPORT FOR SUMMER 25,000
    JUNIOR ACHIEVEMENT
    ONE ALLEGHENY CENTER STE 430
    PITTSBURGH,PA15212     		NONE PC "I CAN" INITIATIVE 10,000
    GREATER PITTSBURGH COMMUNITY FOOD BANK
    1 NORTH LINDEN STREET
    DUQUENSE,PA15110     		NONE PC GENERAL SUPPORT 150,000
    WQED
    4802 FIFTH AVENUE
    PITTSBURGH,PA15213     		NONE PC GENERAL SUPPORT 10,000
    LIFE'S WORK OF WESTERN PENNSYLVANIA
    1323 FORBES AVENUE
    PITTSBURGH,PA15219     		NONE PC GENERAL SUPPORT 10,000
    GOODWILL INDUSTRIES OF PITTSBURGH
    2400 E CARSON ST
    PITTSBURGH,PA15203     		NONE PC GENERAL SUPPORT 10,000
    LIGHT OF LIFE RESCUE MISSION
    913-915 WESTERN AVE
    PITTSBURGH,PA15233     		NONE PC GENERAL SUPPORT 60,000
    MAKE A WISH OF WESTERN PA
    707 GRANT ST 37TH FLOOR
    PITTSBURGH,PA15219     		NONE PC GENERAL SUPPORT 10,000
    NATIONAL AVIARY
    700 ARCH STREET
    PITTSBURGH,PA15212     		NONE PC GENERAL SUPPORT 60,000
    PITTSBURGH ZOO & PPG AQUARIUM
    7340 BUTLER STREET
    PITTSBURGH,PA15206     		NONE PC GENERAL SUPPORT 10,000
    SPECIAL OLYMPICS
    200 CEDAR RIDGE DR STE 214
    PITTSBURGH,PA15205     		NONE PC GENERAL SUPPORT 10,000
    SALVATION ARMY
    424 3RD AVE
    PITTSBURGH,PA15219     		NONE PC GENERAL SUPPORT 20,000
    WESTERN PENNSYLVANIA CONSERVANCY
    800 WATERFRONT DRIVE
    PITTSBURGH,PA15222     		NONE PC GENERAL SUPPORT 5,000
    CATHOLIC CHARITIES
    212 9TH ST
    PITTSBURGH,PA15222     		NONE PC FREE DENTAL CARE PROGRAM 50,000
    ANGEL'S PLACE
    2538 WOODSTOCK AVE
    PITTSBURGH,PA15218     		NONE PC PROGRAM SUPPORT EARLY CHILD 15,000
    EMMAUS COMMUNITY OF PITTSBURGH
    2821 SARAH STREET
    PITTSBURGH,PA15203     		NONE PC USED VEHICLE FOR JERICHO 15,000
    WOODLANDS FOUNDATION
    134 SHENOT RD
    WEXFORD,PA15090     		NONE PC GENERAL SUPPORT 10,000
    CENTER FOR VICTIMS
    5916 PENN AVE
    PITTSBURGH,PA15206     		NONE PC CHILDRENS THERAPY PROGRAM 25,000
    FRIENDSHIP CIRCLE - PITTSBURGH
    1922 MURRAY AVENUE
    PITTSBURGH,PA15217     		NONE PC PROJECT 25,000
    FAMILY LINKS
    416 OLIVE ST
    MCKEESPORT,PA15132     		NONE PC SIGNAGE AND EXIT SIGNS 30,000
    PITTSBURGH SYMPHONY INC
    HEINZ HALL
    PITTSBURGH,PA15222     		NONE PC OUTREACH PROGRAMS 10,000
    HORSES OF HOPE
    1054 VAL STREET
    BETHEL PARK,PA15102     		NONE PC RENOVATIONS TO INDOOR ARENA 8,500
    BIG BROTHERS AND BIG SISTERS OF
    GREATER PITTSBURGH
    5989 CENTRE AVE SUITE 1
    PITTSBURGH,PA15206     		NONE PC 2017 GRANT DISTRIBUTION 10,000
    National Council of Jewish Women
    1620 MURRAY AVENUE
    Pittsburgh,PA15217     		NONE PC GENERAL SUPPORT 20,000
    OUR CLUBHOUSE
    2816 SMALLMAN STREET
    Pittsburgh,PA15222     		NONE PC COVID-19 SUPPORT 5,000
    South Hills Interfaith Movement
    5301 PARK AVENUE
    Bethel Park,PA15102     		NONE PC SUPPORT OF REFUGEE AND 25,000
    HUMAN SERVICES CENTER CORP
    519 PENN AVENUE
    TURTLE CREEK,PA15145     		NONE PC KOOL SUMMER PROGRAM 10,000
    WOMEN'S CENTER & SHELTER
    PO BOX 9024
    PITTSBURGH,PA15224     		NONE PC PROGRAM SUPPORT 20,000
    The Neighborhood Academy
    709 N AIKEN AVENUE
    Pittsburgh,PA15206     		NONE PC SUPPORT OF AFTER SCHOOL 15,000
    CIVIC LIGHT OPERA
    719 LIBERTY AVE
    PITTSBURGH,PA15222     		NONE PC GENERAL SUPPORT 6,000
    412 Food Rescue
    6022 BROAD STREET
    Pittsburgh,PA15206     		NONE PC GENERAL SUPPORT 20,000
    Reading is Fundamental
    10 CHILDRENS WAY 300
    Pittsburgh,PA15212     		NONE PC GENERAL SUPPORT 15,000
    Total .................................bullet 3a 724,500
    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....     14 319,282  
    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 ............     		    18 462,183  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aFEDERAL TAX REFUND     		    14 2,552  
    bFOREIGN TAX REFUND     14 310  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   784,327  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    784,327
    (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:
    ROBERT & MARY WEISBROD FOUNDATION
    EIN:
    25-6105924
    Name of Stock End of Year Book Value End of Year Fair Market Value
    CORPORATE STOCK    
    9158106 AIR PRODUCTS & CHEMICA 47,363 58,196
    20002101 ALLSTATE CORP 49,376 50,568
    23135106 AMAZON COM INC 149,034 302,894
    30420103 AMERICAN WATER WORKS 19,907 46,194
    31162100 AMGEN INC 37,540 73,574
    37833100 APPLE INC 74,661 450,084
    53332102 AUTOZONE INC 29,974 48,603
    60505104 BANK OF AMERICA CORP 108,908 110,480
    99502106 BOOZ ALLEN HAMILTON H 39,746 76,370
    110122108 BRISTOL MYERS SQUIBB 77,448 78,344
    172908105 CINTAS CORP 49,254 80,235
    189054109 CLOROX CO 49,493 54,518
    256677105 DOLLAR GENERAL CORP 28,778 56,781
    302491303 FMC CORPORATION NEW 64,084 75,279
    437076102 HOME DEPOT INC 15,275 93,233
    460690100 INTERPUBLIC GROUP CO 64,553 64,280
    478160104 JOHNSON & JOHNSON 51,577 58,545
    485170302 KANSAS CITY SOUTHERN 48,935 74,507
    502431109 L3 HARRIS TECHNOLOGI 73,104 65,401
    512807108 LAM RESEARCH CORP 79,138 128,457
    532457108 LILLY ELI & CO 48,094 90,667
    539830109 LOCKHEED MARTIN CORP 49,297 47,922
    594918104 MICROSOFT CORP 146,563 481,984
    609207105 MONDELEZ INTERNATION 57,140 55,897
    617446448 MORGAN STANLEY 62,373 78,810
    620076307 MOTOROLA SOLUTIONS I 80,007 81,799
    666807102 NORTHROP GRUMMAN COR 32,278 60,030
    742718109 PROCTER & GAMBLE CO 88,265 135,522
    747525103 QUALCOMM 55,344 58,346
    863667101 STRYKER CORP 48,240 54,889
    874039100 TAIWAN SEMICONDUCTOR 60,122 62,807
    879360105 TELEDYNE TECHNOLOGIE 52,791 59,189
    883556102 THERMO FISHER SCIENT 96,616 106,198
    74762E102 QUANTA SVCS INC 77,304 99,028
    03073E105 AMERISOURCEBERGEN CO 62,259 70,485
    87612E106 TARGET CORP 49,709 84,028
    28176E108 EDWARDS LIFESCIENCES 48,681 61,580
    34959E109 FORTINET INC 50,117 51,986
    89151E109 TOTAL S E 95,995 89,981
    00287Y109 ABBVIE INC 76,937 91,828
    00507V109 ACTIVISION BLIZZARD 50,497 62,674
    00971T101 AKAMAI TECHNOLOGIES 52,908 53,230
    02079K305 ALPHABET INC/CA-CL A 41,023 220,833
    03027X100 AMERICAN TOWER CORP 45,322 43,770
    09247X101 BLACKROCK INC 55,475 66,382
    11135F101 BROADCOM INC 69,750 109,463
    12514G108 CDW CORP/DE 83,937 94,230
    16119P108 CHARTER COMMUNICATIO 75,512 97,248
    20030N101 COMCAST CORPORATION 17,416 77,866
    22160K105 COSTCO WHOLESALE COR 66,751 112,657
    22822V101 CROWN CASTLE INTL CO 46,678 53,488
    23331A109 D R HORTON INC 54,399 49,278
    30303M102 FACEBOOK INC 50,519 126,200
    46625H100 JPMORGAN CHASE & CO 30,111 190,097
    58933Y105 MERCK & CO INC 95,507 93,579
    64110L106 NETFLIX INC 53,086 66,510
    70450Y103 PAYPAL HOLDINGS INC- 48,463 76,349
    78409V104 S&P GLOBAL INC 37,371 111,111
    89400J107 TRANSUNION 59,192 73,621
    89832Q109 TRUIST FINANCIAL COR 48,488 75,825
    91324P102 UNITEDHEALTH GROUP I 29,868 74,695
    92826C839 VISA INC CLASS A SHA 15,096 83,992
    92939U106 WEC ENERGY GROUP INC 13,901 59,083
    G1151C101 ACCENTURE PLC CLASS 57,780 86,199

    TY 2020 InvestmentsOtherSchedule2
    Name:
    ROBERT & MARY WEISBROD FOUNDATION
    EIN:
    25-6105924
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MUTUAL FUNDS - FIXED INCOME      
    MUTUAL FUNDS - EQUITIES      
    ALTERNATIVE INVESTMENTS      
    ETF - EQUITY      
    ETF - FIXED INCOME      
    57071813 BAIRD MIDCAP INST AT COST 275,000 292,000
    57071854 BAIRD AGGREGATE BOND AT COST 850,000 912,761
    256206103 DODGE & COX INTERNAT AT COST 143,278 233,421
    256210105 DODGE & COX INCOME F AT COST 680,140 772,631
    317609295 SEAFARER OVERSEAS GR AT COST 300,000 378,149
    411511603 HARBOR FD LARGE CAP AT COST 500,000 544,759
    412295107 HARDING LOEVNER INTE AT COST 175,000 328,284
    461418444 WCM FOCUSED INTL GRO AT COST 250,000 382,180
    464287481 ISHARES RUSSELL MID- AT COST 102,088 159,108
    464287630 ISHARES RUSSELL 2000 AT COST 182,230 197,625
    464288273 ISHARES MSCI EAFE SM AT COST 243,695 307,575
    464288638 ISHARES TRUST ISHARE AT COST 218,879 247,160
    552746364 MFS EMERGING MKTS DE AT COST 169,698 184,716
    592905749 METROPOLITAN WEST UN AT COST 106,851 107,747
    779562107 T ROWE PRICE NEW HOR AT COST 100,585 321,172
    921937603 VANGUARD TOTAL BD MK AT COST 625,515 660,400
    922031810 VANGUARD INTM TERM I AT COST 553,971 584,377
    922908553 VANGUARD REAL ESTATE AT COST 198,645 214,193
    00170K869 AMG GW&K SC CORE-I AT COST 150,000 203,614
    00769G543 CAMBIAR INTL EQUITY AT COST 270,000 267,634
    02508F745 AMER CENT SM CAP VAL AT COST 42,294 38,864
    09260B382 BLACKROCK STRATEGIC AT COST 108,797 112,524
    31423A671 FEDERATED HERMES INT AT COST 415,000 559,140
    52106N459 LAZARD GLOBAL LISTED AT COST 320,000 301,260
    56167N712 NUANCE MID CAP VALUE AT COST 275,000 282,005
    74256W535 PRINCIPAL BLUE CHIP- AT COST 500,000 579,010
    74256W584 PRINCIPAL MIDCAP FUN AT COST 390,000 538,097
    81369Y860 REAL ESTATE SELECT S AT COST 46,252 58,423
    89154Q562 TOUCHSTONE SANDS EM AT COST 315,000 527,890
    94987W794 WELLS FARGO CORE BON AT COST 105,583 110,953
    97717X669 WISDOMTREE U.S. QUAL AT COST 152,483 161,880

    TY 2020 OtherDecreasesSchedule
    Name:
    ROBERT & MARY WEISBROD FOUNDATION
    EIN:
    25-6105924
    Description Amount
    ROUNDING ADJ FOR SALES AND TRANSACTIONS 5
    2020 TRANSACTIONS POSTED IN 2021 7,660


    TY 2020 OtherExpensesSchedule
    Name:
    ROBERT & MARY WEISBROD FOUNDATION
    EIN:
    25-6105924
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADR SERVICE FEES 360 360   0


    TY 2020 OtherIncomeSchedule2
    Name:
    ROBERT & MARY WEISBROD FOUNDATION
    EIN:
    25-6105924
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    FEDERAL TAX REFUND 2,552 0  
    FOREIGN TAX REFUND 310 310  


    TY 2020 OtherIncreasesSchedule
    Name:
    ROBERT & MARY WEISBROD FOUNDATION
    EIN:
    25-6105924
    Description Amount
    RECOVERY OF PRIOR YEAR GRANTS 25,000


    TY 2020 TaxesSchedule
    Name:
    ROBERT & MARY WEISBROD FOUNDATION
    EIN:
    25-6105924
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 1,689 1,689   0
    FEDERAL ESTIMATES - PRINCIPAL 11,500 0   0
    FOREIGN TAXES ON QUALIFIED FOR 3,367 3,367   0
    FOREIGN TAXES ON NONQUALIFIED 1,478 1,478   0