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
ALEXANDER AND JANE BOYD TA FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)285 DELAWARE AVENUE 3RD FLOOR
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BUFFALO, NY14202
A Employer identification number

23-2251378
B Telephone number (see instructions)

(717) 255-2174
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$62,224,268J 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 1,164,600 1,164,600  
4 Dividends and interest from securities... 816,610 798,468  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 9,603,289
b Gross sales price for all assets on line 6a 23,714,164
7 Capital gain net income (from Part IV, line 2)... 9,603,289
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 11,584,499 11,566,357  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 88,511 88,511    
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... Click to see attachment 3,300 3,300 0 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 46,591 8,242   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 4,072 4,072    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 142,474 104,125 0 0
25 Contributions, gifts, grants paid....... 2,951,500 2,951,500
26 Total expenses and disbursements. Add lines 24 and 25 3,093,974 104,125 0 2,951,500
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 8,490,525
b Net investment income (if negative, enter -0-) 11,462,232
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......... 725,239 1,216,541 1,216,541
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).......      
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).......... 48,893,386 Click to see attachment56,861,102 61,007,727
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) 49,618,625 58,077,643 62,224,268
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........ 49,618,625 58,077,643
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)..... 49,618,625 58,077,643
30 Total liabilities and net assets/fund balances (see instructions). 49,618,625 58,077,643
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
49,618,625
2
Enter amount from Part I, line 27a .....................
2
8,490,525
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
853
4
Add lines 1, 2, and 3 ..........................
4
58,110,003
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
32,360
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
58,077,643
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 5972. AT&T INC   1999-07-01 2020-11-25
b 2000. ALLSTATE CORP COMMON   2013-02-19 2020-11-25
c 8000. ALTRIA GROUP INC   2013-02-19 2020-11-25
d 4. BERKSHIRE HATHAWAY INC DEL   2013-02-19 2020-11-25
e 6896. BRANDYWINE REALTY TRUST COMMON   2013-02-19 2020-11-25
2500. CVS CORP COMMON   2013-02-19 2020-11-25
1436. CARRIER GLOBAL CORP   2002-06-03 2020-11-25
2500. CATERPILLAR INC COMMON   2003-09-03 2020-11-25
.8598 CEDAR REALTY TRUST INC REIT   2016-08-22 2020-12-15
3082. DEERE & CO COMMON ~   2003-08-04 2020-11-25
1459. DOW INC   2013-02-19 2020-11-25
4000. DUKE ENERGY HOLDING CORP   2013-02-19 2020-11-25
1459. DUPONT DE NEMOURS INC   2013-02-19 2020-11-25
10033. ENERGY TRANSFER, L.P.   2013-02-19 2020-11-25
50556. FULTON FINANCIAL CORP PA   2013-02-19 2020-11-25
1991. HOME DEPOT INC COMMON   1999-07-01 2020-11-27
13205.991 T ROWE PRICE LG-CAP GR FD CL I   2018-06-14 2020-11-25
925.649 T ROWE PRICE LG-CAP GR FD CL I   2019-12-18 2020-11-25
6937. INTEL CORP COMMON~   1999-07-01 2020-11-25
10000. KEYCORP NEW COMMON   2013-02-19 2020-11-25
2056. ELI LILLY & CO COMMON ~   1994-11-16 2020-11-25
5000. MARSH & MCLENNAN COMPANIES INC   2013-02-19 2020-11-25
5481. ORACLE CORP COMMON   1999-02-16 2020-11-25
718. OTIS WORLDWIDE CORP   2002-06-03 2020-11-25
4047. PNC BK CORP COMMON ~   2013-02-19 2020-11-25
5000. PACCAR INC COMMON   2000-08-15 2020-11-25
2603. PARKER HANNIFIN CORP COMMON   1999-07-01 2020-11-25
15000. PFIZER INC COMMON ~   2013-02-19 2020-11-25
1436. RAYTHEON TECHNOLOGIES CORP   2002-06-03 2020-11-25
2500. STANLEY BLACK & DECKER INC   2013-02-19 2020-11-25
17930.437 VANGUARD S/C VALUE INDEX-ADM   2017-09-06 2020-11-25
12500. VANGUARD HIGH DIVIDEND YIELD ETF   2019-06-18 2020-11-25
13321.066 VANGUARD PAC STK INDX-ADM   2013-02-19 2020-04-13
6367.147 VANGUARD EUROPEAN STK IND-AD   2013-02-19 2020-11-25
5000. VANGUARD CONSUMER DISCRETIONARY ETF   2019-06-18 2020-11-25
5000. VANGUARD FINANCIALS ETF   2018-06-04 2020-11-25
3000. VANGUARD HEALTH CARE ETF   2019-02-06 2020-11-25
5000. VANGUARD INDUSTRIALS ETF   2019-06-18 2020-11-25
3000. VANGUARD INFORMATION TECHNOLOGY ETF   2019-02-06 2020-11-25
6500. VANGUARD MID-CAP ETF   2014-12-16 2020-11-25
5582. VANGUARD LARGE-CAP ETF   2013-02-19 2020-11-25
1861. VIATRIS INC   2013-02-19 2020-11-25
.1832 VIATRIS INC   2013-02-19 2020-11-30
2500. WALGREENS BOOTS ALLIANCE INC   1999-07-01 2020-11-25
7249. MEDTRONIC PLC   2001-01-01 2020-11-25
15077. TE CONNECTIVITY LTD   2013-02-19 2020-11-25
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 173,080   194,119 -21,039
b 207,224   92,600 114,624
c 325,904   276,860 49,044
d 1,399,946   605,194 794,752
e 79,733   89,635 -9,902
168,451   130,188 38,263
55,626   8,662 46,964
435,240   90,013 345,227
7   40 -33
798,206   82,541 715,665
83,216   48,634 34,582
381,513   274,350 107,163
94,581   74,223 20,358
64,535   242,003 -177,468
662,512   574,404 88,108
548,897   88,382 460,515
774,663   563,236 211,427
54,299   40,284 14,015
323,734   178,253 145,481
163,585   117,000 46,585
293,871   35,899 257,972
571,912   178,812 393,100
315,219   53,822 261,397
48,166   12,988 35,178
570,132   265,862 304,270
445,213   41,543 403,670
713,898   84,077 629,821
544,750   391,579 153,171
105,499   28,899 76,600
471,544   197,675 273,869
1,058,613   954,081 104,532
1,129,363   1,090,019 39,344
938,736   924,870 13,866
464,929   404,632 60,297
1,309,012   899,072 409,940
351,288   350,953 335
634,721   513,236 121,485
845,713   718,252 127,461
988,286   570,636 417,650
1,292,937   938,067 354,870
946,116   399,129 546,987
31,335   21,594 9,741
3   2 1
96,857   73,044 23,813
819,735   549,120 270,615
1,728,843   642,391 1,086,452
      202,521
      202,521
      202,521
      202,521
      202,521
      202,521
      202,521
      202,521
      202,521
      202,521
      202,521
      202,521
      202,521
      202,521
      202,521
      202,521
      202,521
      202,521
      202,521
      202,521
      202,521
      202,521
      202,521
      202,521
      202,521
      202,521
      202,521
      202,521
      202,521
      202,521
      202,521
      202,521
      202,521
      202,521
      202,521
      202,521
      202,521
      202,521
      202,521
      202,521
      202,521
      202,521
      202,521
      202,521
      202,521
      202,521
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       -21,039
b       114,624
c       49,044
d       794,752
e       -9,902
      38,263
      46,964
      345,227
      -33
      715,665
      34,582
      107,163
      20,358
      -177,468
      88,108
      460,515
      211,427
      14,015
      145,481
      46,585
      257,972
      393,100
      261,397
      35,178
      304,270
      403,670
      629,821
      153,171
      76,600
      273,869
      104,532
      39,344
      13,866
      60,297
      409,940
      335
      121,485
      127,461
      417,650
      354,870
      546,987
      9,741
      1
      23,813
      270,615
      1,086,452
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 9,603,289
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................................ 1 159,325
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........................... 3 159,325
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- ..... 5 159,325
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 27,492
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 27,492
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 9 131,833
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
    Yes
     
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletM AND T TRUST CO, DIANE M RIMER Telephone no.bullet (717) 255-2174

    Located atbullet285 DELAWARE AVENUE 3RD FLOORBUFFALONY ZIP+4bullet14202
    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
    M&T TRUST CO CO-TRUSTEE
    2     		88,511    
    285 Delaware Avenue 3rd Floor
    BUFFALO,NY14202
    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
    191,305
    b
    Average of monthly cash balances.......................
    1b
    6,704
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    198,009
    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
    198,009
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    2,970
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    195,039
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    9,752
    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
    9,752
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    159,325
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    159,325
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
     
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    9,752
    5
    Add lines 3 and 4............................
    5
    9,752
    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
    9,752
    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
    2,951,500
    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
    2,951,500
    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
    2,951,500
    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 9,752
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 2,829,658
    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$ 2,951,500
    a Applied to 2019, but not more than line 2a 2,829,658
    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..... 9,752
    e Remaining amount distributed out of corpus 112,090
    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 5 112,090
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		112,090
    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.... 112,090
    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:
    M AND T TRUST CO
    PO BOX 2961
    HARRISBURG,PA17105
    (717) 255-2174
    bThe form in which applications should be submitted and information and materials they should include:
    IN WRITING
    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
    TRINITY HIGH SCHOOL
    3601 SIMPSON FERRY RD
    Camp Hill,PA17011     		NONE PC EDUCATIONAL 75,000
    TRI-CTY OPPORT INDUS CENTER INC
    500 MACLAY ST
    Harrisburg,PA171102330     		NONE PC GENERAL 5,000
    SWATARA TOWNSHIP - RUTHERFORD FIRE C
    599 EISENHOWER BLVD
    Harrisburg,PA17111     		NONE PC GENERAL 10,000
    CENTRAL PA FOOD BANK
    3908 COREY RD
    Harrisburg,PA17109     		NONE PC GENERAL 100,000
    PENN STATE MINDY SUE NESE SCHOLARSHI
    112 SHIELDS BUILDING
    University Park,PA16802     		NONE PC EDUCATIONAL 100,000
    HELPING HANDS MINISTRIES
    BLACKBERRY AND S RIVER ST
    Harrisburg,PA17101     		NONE PC GENERAL 20,000
    HARRISBURG AREA RIVER BOAT SOCIETY
    107 N FRONT ST 110
    Harrisburg,PA17101     		NONE PC GENERAL 5,000
    HARRISBURG ACADEMY
    10 ERFORD RD
    Lemoyne,PA17043     		NONE PC GENERAL 50,000
    GETTYSBURG FOUNDATION
    1195 BALTIMORE PIKE
    Gettysburg,PA17325     		NONE PC GENERAL 1,000
    FAIR HOUSING COUNCIL
    2100 N 6TH ST
    Harrisburg,PA17110     		NONE PC GENERAL 10,000
    CONTACT HELPLINE
    PO BOX 90035
    Harrisburg,PA17109     		NONE PC GENERAL 20,000
    COMMUNITIES IN SCHOOLS OF PA
    234 STATE ST
    Harrisbur,PA17101     		NONE PC EDUCATIONAL 25,000
    CHRIST LUTHERAN CHURCH HEALTH MINIST
    124 S 13TH ST
    Harrisburg,PA17104     		NONE PC GENERAL 20,000
    CENTRAL PENNSYLVANIA YOUTH BALLET
    5 N ORANGE ST 3
    Carlisle,PA17013     		NONE PC GENERAL 5,000
    CAPITAL REGION LITERACY COUNCIL
    PO BOX 60723
    Harrisburg,PA17106     		NONE PC GENERAL 10,000
    BRETHREN HOUSING ASSOCIATION
    219 HUMMEL STREET
    HARRISBURG,PA17104     		NONE PC CHARITABLE 20,000
    BETHESDA MISSION
    P O BOX 3041
    HARRISBURG,PA17105     		NONE PC CHARITABLE 100,000
    GAUDENZIA INC
    1910 N SECOND ST
    HARRISBURG,PA17102     		NONE PC CHARITABLE 15,000
    DOWNTOWN DAILY BREAD
    310 NORTH THIRD STREET
    HARRISBURG,PA17101     		NONE PC CHARITABLE 125,000
    HEREDITARY DISEASE FOUNDATION
    3960 BROADWAY 6TH FLOOR
    NEW YORK,NY10032     		NONE PC MEDICAL 75,000
    HOSPICE OF CENTRAL PENNSYLVANIA
    1320 LINGLESTOWN RD
    HARRISBURG,PA17110     		NONE PC MEDICAL 10,000
    THE NATIVITY SCHOOL OF HARRISBURG
    2135 N 6TH STREET 2ND FLOOR
    HARRISBURG,PA17110     		NONE PC EDUCATIONAL 100,000
    THE SALVATION ARMY HARRISBURG
    1122 GREEN ST
    HARRISBURG,PA17102     		NONE PC CHARITABLE 130,000
    ST FRANCIS ASSISI SOUP KITCHEN
    1459 ZARKER ST
    HARRISBURG,PA17104     		NONE PC CHARITABLE 30,000
    SAINT MARGARET MARY SCHOOL
    2826 HERR STREET
    HARRISBURG,PA17103     		NONE PC EDUCATIONAL 50,000
    ST STEPHEN'S SCHOOL
    215 NORTH FRONT ST
    HARRISBURG,PA17101     		NONE PC EDUCATIONAL 100,000
    WOODBERRY FOREST SCHOOL
    402 WOODBERRY STATION
    WOODBERRY FOREST,VA22969     		NONE PC EDUCATIONAL 25,000
    THE HILL SCHOOL
    717 EAST HIGH STREET
    POTTSTOWN,PA19464     		NONE PC EDUCATIONAL 25,000
    ARC OF DAUPHIN AND LEBANON COUNTIES
    2569 WALNUT ST
    HARRISBURG,PA17103     		NONE PC CHARITABLE 10,000
    BOYS AND GIRLS CLUB OF HARRISBURG
    1227 BERRY HILL ST
    HARRISBURG,PA17104     		NONE PC CHARITABLE 30,000
    CAPITAL AREA SCHOOL FOR THE ARTS
    150 STRAWBERRY SQ
    HARRISBURG,PA17104     		NONE PC EDUCATIONAL 15,000
    HISTORICAL SOCIETY OF DAUPHIN COU N
    219 SOUTH FRONT STREET
    HARRISBURG,PA17104     		NONE PC EDUCATIONAL 40,000
    SUSQUEHANNA TOWSHIP SCHOOL DISTRICT
    2579 INTERESTATE DR
    HARRISBURG,PA17110     		NONE PC CHARITABLE 68,000
    LOWER PAXTON TOWNSHIP FRIENDSHIP
    CENTER
    5000 COMMONS DR
    HARRISBURG,PA17112     		NONE PC CHARITABLE 21,000
    NED SMITH CENTER FOR NATURE & ART
    176 WATER COMPANY RD
    MILLERSBURG,PA17061     		NONE PC EDUCATIONAL 50,000
    CHRISTIAN RECOVERY AFTERCARE MINISTRY
    509 DIVISION ST
    HARRISBURG,PA17110     		NONE PC CHARITABLE 25,000
    BATES COLLEGE
    2 ANDREWS ROAD
    LEWISTON,ME04240     		NONE PC EDUCATIONAL 7,500
    LEBANON VALLEY COLLEGE
    101 COLLEGE AVE
    ANNVILLE,PA17003     		NONE PC GENERAL SUPPORT 50,000
    YMCA CAMP CURTIN
    2135 N 6TH STREET
    HARRISBURG,PA17110     		NONE PC GENERAL SUPPORT 205,000
    CATHEDRAL PARISH OF SAINT PATRICK
    212 STATE STREET
    HARRISBURG,PA17101     		NONE PC GENERAL SUPPORT 40,000
    NATIONAL MS CENTRAL PA RESEARCH
    2000 LINGLESTOWN RD 201
    HARRISBURG,PA17110     		NONE PC GENERAL SUPPORT 10,000
    PinnacleHealth Foundation
    PO BOX 8700
    Harrisburg,PA17105     		NONE PC MEDICAL 25,000
    HARRISBURG AREA COMMUNITY COLLEGE
    1 HACC DRIVE
    HARRISBURG,PA17110     		NONE PC GENERAL SUPPORT 75,000
    Villanova University
    CO Mr Stephen Grourke
    800 E LANCASTER AVE
    Villanova,PA19085     		NONE PC EDUCATIONAL 50,000
    Hamilton Health Center
    CO Ms Jeannine D Peterson
    110 S 17TH STREET
    Harrisburg,PA171021522     		NONE PC CHARITABLE 50,000
    Beacon Clinic for Health and Hope
    CO Ms Mary Jensik
    248 SENECA ST
    Harrisburg,PA17110     		NONE PC CHARITABLE 40,000
    Antioch Tabernacle
    CO Ms Crystal Adams
    1920 NORTH STREET
    Harrisburg,PA17103     		NONE PC RELIGIOUS 25,000
    Hood College
    401 ROSEMONT AVENUE
    Frederick,MD21701     		NONE PC SCHOLARSHIPS 20,000
    Messiah College
    CO Mr Greg Gearhart
    ONE COLLEGE AVENUE
    Mechanicsburg,PA17055     		NONE PC EDUCATIONAL 50,000
    University of Notre Dame
    220 MAIN BUILDING
    Notre Dame,IN46556     		NONE PC EDUCATIONAL 50,000
    Christian Churches United
    413 S 19TH ST
    Harrisburg,PA17104     		NONE PC CHARITABLE 60,000
    ART ASSOCIATION OF HARRISBURG
    413 S 19TH ST
    Harrisburg,PA17104     		NONE PC CHARITABLE 25,000
    AMIRACLE4SURE INC
    1735 STATE ST
    Harrisburg,PA17103     		NONE PC CHARITABLE 25,000
    CENTRAL DAUPHIN SCHOOL DISTRICT
    600 RUTHERFORD RD
    Harrisburg,PA17109     		NONE PC GENERAL 100,000
    STATE STREET ACADEMY OF MUSIC
    110 STATE STREET
    HARRISBURG,PA17101     		NONE PC CHARITABLE 50,000
    Community Check-up Center
    CO Ms Linda Hengst
    38C HALL MANOR
    Harrisburg,PA17104     		NONE PC CHARITABLE 15,000
    Trevorton Heritage Society
    CO Ms Elizabeth Schwartz
    612 W SHAMOKIN ST
    Trevorton,PA17881     		NONE PC CHARITABLE 5,000
    BISHOP MCDEVITT HIGH SCHOOL
    1 CRUSADER WAY
    HARRISBURG,PA17111     		NONE PC GENERAL SUPPORT 75,000
    HOME FOR THE FRIENDLESS
    1901 N 5TH STREET
    HARRISBURG,PA17102     		NONE PC GENERAL SUPPORT 10,000
    ST CATHERINE LABOURE PARISH SCHOOL
    4000 DERRY STREET
    HARRISBUG,PA17111     		NONE PC GENERAL SUPPORT 60,000
    BRIDGE OF HOPE
    PO BOX 15212
    HARRISBURG,PA17105     		NONE PC GENERAL SUPPORT 3,000
    PAXTON MINISTRIES
    2001 PAXTON STREET
    HARRISBURG,PA17111     		NONE PC GENERAL SUPPORT 25,000
    PENN STATE COLLEGE OF MEDICINE
    700 HMC CRESCENT ROAD
    Hershey,PA17033     		NONE PC EDUCATIONAL 50,000
    HARRISBURG UNIVERSITY
    326 MARKET ST
    Harrisburg,PA17101     		NONE PC EDUCATIONAL 25,000
    COVENANT COMMUNITY CORPORATION
    PO BOX 5541
    Harrisburg,PA17110     		NONE PC GENERAL 50,000
    HARRISBURG CATHOLIC ELEMENTARY
    555 S 25TH ST
    Harrisburg,PA17104     		NONE PC CHARITABLE 40,000
    LIVING WELL INSTITUTE
    20 VALLEY RD
    Hershey,PA17033     		NONE PC CHARITABLE 45,000
    MAKE-A-WISH
    707 GRANT ST 37TH FL
    Pittsburgh,PA15219     		NONE PC CHARITABLE 11,000
    VICKIE'S ANGEL FOUNDATION
    511 BRIDGE ST
    New Cumberland,PA17070     		NONE PC CHARITABLE 20,000
    ALLISON HILL COMMUNITY MINISTRY
    1508 DERRY ST
    HARRISBURG,PA17104     		NONE PC CHARITABLE 40,000
    Total .................................bullet 3a 2,951,500
    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 ...........     		    14 1,164,600  
    4 Dividends and interest from securities....     14 816,610  
    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 9,603,289  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   11,584,499  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    11,584,499
    (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 InvestmentsOtherSchedule2
    Name:
    ALEXANDER AND JANE BOYD TA FOUNDATION
    EIN:
    23-2251378
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    VANGUARD SM CAP VALUE #860      
    VANGUARD INSTL INDEX FD #94 AT COST 5,241,360 7,784,741
    VANGUARD MID CAP ETF      
    BLUE MOUNTAIN NORTH LP PN DTD AT COST 128,895 128,895
    BLUE MOUNTAIN SW LP PN DTD 12/ AT COST 87,843 87,843
    BONNYMEADS EPD LP PN DTD 12/31 AT COST 7,152,423 7,152,423
    BONNYMEADS EPD RTR PN DTD 12/3 AT COST 865,338 865,338
    EPD LP PN DTD 12/31/14 4.00% 1 AT COST 501,894 501,894
    OAKHURST EAST LP PN DTD 12/31/ AT COST 150,347 150,347
    SPORTSMANS LP PN AT COST 361,884 361,884
    SUSAN A HATFIELD PN DTD 4.00% AT COST 10,430,922 10,430,922
    UD INNS LP PN DTD 4.00% 1/1/40 AT COST 3,035,695 3,035,695
    CATERPILLAR INC      
    DEERE & CO      
    PACCAR INC      
    PARKER HANNIFIN CORP      
    UNITED TECHNOLOGIES CORP      
    AT&T INC      
    HOME DEPOT INC      
    STANLEY BLACK & DECKER INC      
    ALTRIA GROUP INC      
    CVS HEALTH CORP      
    ENERGY TRANSFER PARTNERS      
    ALLSTATE CORP      
    BERKSHIRE HATHAY INC      
    BRANDYWINE REALTY TRUST      
    CEDAR REALTY TRUST INC AT COST 584,716 191,933
    FULTON FIN CORP      
    HERSHA HOSPITALITY TRUST AT COST 543,974 218,064
    KEYCORP NEW      
    MARSH & MCLENNAN COS INC      
    PNC FIN SER GP      
    ELI LILLY & CO      
    MEDTRONIC PLC      
    PFIZER INC      
    INTEL CORP      
    ORACLE CORP      
    TE CONNECTIVITY LIMITED      
    DUKE ENERGY HOLDING CORP      
    VANGUARD VALUE INDEX AT COST 813,000 1,223,071
    VANGUARD FTSE DEVEL MKT AT COST 213,495 236,050
    VANGUARD EUROPEAN ST INDEX      
    VANGUARD PACIFIC STOCK INDEX      
    VANGUARD EMERGING MKTS STOCK I AT COST 629,808 721,272
    VANGUARD LARGE-CAP      
    VANGUARD REIT AT COST 618,061 636,975
    VANGUARD FINANCIALS      
    T ROWE PRICE L-C GROWTH AT COST 481,402 716,867
    VANGUARD CONSUMER DISCRETIONAR      
    WALGREENS BOOTS ALLI      
    VANGUARD HEALTH CARE      
    VANGUARD INDUSTRIALS      
    VANGUARD INFORMATION TECH      
    DOW      
    DUPONT DE NEMOURS      
    ISHARES RUSSELL TOP 200 GROWTH AT COST 856,242 1,330,400
    VANGUARD HIGH DIVIDEND      
    MEDIA GENERAL AT COST   25,778
    DIAMOND HILL LC AT COST 695,897 686,325
    HARBOR LC VALUE AT COST 698,458 703,468
    ISHARES RUSSELL 1000 AT COST 6,311,727 6,552,847
    ISHARES S&P 500 GROWTH AT COST 2,821,930 2,941,272
    ISHARES S&P 500 VALUE AT COST 2,847,827 2,898,885
    MSIF GROWTH AT COST 739,871 706,643
    AMG RIVER RD S-C VALUE AT COST 544,422 566,248
    ARTISAN SC AT COST 544,422 592,279
    ISHARES S&P S-C 600 GROWTH AT COST 1,620,139 1,739,076
    VANGUARD S/C VALUE INDEX-ADM AT COST 1,384,119 1,665,113
    ISHARES CORE MSCI EAFE AT COST 3,505,721 3,607,949
    LAZARD INTL AT COST 624,321 641,985
    WCM FOCUSED INTL GROWTH AT COST 633,190 660,038
    BAILLIE GIFFORD EMERG MKTS AT COST 236,672 247,922
    CAUSEWAY EMERGING MKTS AT COST 236,672 247,842
    ISHARES CORE MSCI EMERGING AT COST 718,415 749,443

    TY 2020 LegalFeesSchedule
    Name:
    ALEXANDER AND JANE BOYD TA FOUNDATION
    EIN:
    23-2251378
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES - PRINCIPAL (ALLOCA 3,300 3,300    


    TY 2020 OtherDecreasesSchedule
    Name:
    ALEXANDER AND JANE BOYD TA FOUNDATION
    EIN:
    23-2251378
    Description Amount
    ROUNDING 3
    2020 TRANS POSTED IN 2021 17
    RETURN OF CAPITAL ADJUSTMENT 32,318
    COST BASIS ADJUSTMENT 22


    TY 2020 OtherExpensesSchedule
    Name:
    ALEXANDER AND JANE BOYD TA FOUNDATION
    EIN:
    23-2251378
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER NON-ALLOCABLE EXPENSE - 4,072 4,072   0


    TY 2020 OtherIncreasesSchedule
    Name:
    ALEXANDER AND JANE BOYD TA FOUNDATION
    EIN:
    23-2251378
    Description Amount
    2019 TRANS POSTED IN 2020 853


    TY 2020 TaxesSchedule
    Name:
    ALEXANDER AND JANE BOYD TA FOUNDATION
    EIN:
    23-2251378
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL TAXES PRIOR YEAR BALAN 10,857 0   0
    FEDERAL ESTIMATES - PRINCIPAL 27,492 0   0
    FOREIGN TAXES ON QUALIFIED FOR 6,370 6,370   0
    FOREIGN TAXES ON NONQUALIFIED 1,872 1,872   0